13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001802376
申報總市值
US$6.1億
US$6.1億
169 檔
24.7%
Mattern Wealth Management LLC 在 Q4 2024 季度的美股部位總計估值為 US$6.1億，分散於 169 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q4 2024 申報觀察，Mattern Wealth Management LLC 採取防禦導向的調倉策略，本季減碼 30 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Mattern Wealth Management LLC 的前 5 大核心持股（包含 DFAC, DFSD, AAPL 等）合計佔整體申報市值的 24.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 12.42% | -0.24% | +4.35% | |
| 2 | DFSD | Dimensional Short Duration | ETF-其他 | 5.76% | -0.89% | +1.44% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.68% | +0.03% | -6.45% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -0.29% | -5.32% | |
| 5 | DFIC | Dimensional International Co | ETF-其他 | 4.06% | -0.55% | +14.52% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.67% | +0.01% | -0.34% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.37% | +0.78% | +2.53% | |
| 8 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 3.25% | -0.39% | +4.61% | |
| 9 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 3.14% | -0.42% | +3.73% | |
| 10 | DFNM | Dimensional National Muni Bd | ETF-其他 | 3.09% | -0.61% | +3.89% | |
| 11 | AVMU | Avantis Core Municipal Fixed | ETF-其他 | 2.57% | -0.02% | +1.59% | |
| 12 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 2.36% | +0.63% | +17.44% | |
| 13 | DGCB | Dimensional Global Credit | ETF-其他 | 2.02% | -0.34% | -3.71% | |
| 14 | AVSF | Avantis Short-term Fixed Inc | ETF-其他 | 1.86% | -0.40% | +3.33% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.51% | +0.10% | +48.12% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.08% | -6.86% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | +0.02% | +0.11% | |
| 18 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.32% | +0.04% | +1.60% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | -0.25% | -5.30% | |
| 20 | AVIG | Avantis Core Fixed Income | ETF-其他 | 1.03% | -0.14% | +2.25% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | +0.10% | -4.95% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.14% | -0.03% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.97% | -0.18% | -10.82% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | -0.02% | -0.24% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | +0.13% | — | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.76% | +0.36% | +54.64% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.73% | +0.06% | -1.33% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.72% | -0.02% | -1.26% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.68% | -0.17% | -9.75% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.03% | -1.58% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.63% | +0.02% | -1.97% | |
| 32 | DFIV | Dimensional International Va | ETF-其他 | 0.62% | +0.45% | -2.29% | |
| 33 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.57% | -0.10% | -3.27% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.55% | -0.13% | -10.27% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.23% | -13.95% | |
| 36 | GD | General Dynamics CORP | 股票-工業 | 0.54% | -0.02% | -8.07% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.53% | -0.03% | +2.74% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.52% | +0.04% | -9.73% | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.51% | +0.10% | -6.10% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.51% | -0.13% | -2.01% | |
| 41 | ADP | Automatic Data Processing | 股票-科技 | 0.51% | -0.06% | -5.24% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.50% | — | +2.50% | |
| 43 | PSX | Phillips 66 | 股票-能源 | 0.50% | -0.12% | -4.40% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.04% | -4.89% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.47% | +0.16% | NEW | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.46% | -0.03% | -2.58% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.44% | +0.03% | — | |
| 48 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.44% | -0.16% | — | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.44% | — | -12.19% | |
| 50 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.43% | +0.34% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +48.12% | 加碼 |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.7% | +4.35% | 加碼 |
| 3 | BLK | Blackrock Inc | +0.4% | NEW | 新建倉 |
| 4 | DUSB | Dimension Ultrashort Fi ETF | +0.4% | NEW | 新建倉 |
| 5 | AVLV | Avantis US Large Cap Value | +0.4% | NEW | 新建倉 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.53% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | +54.64% | 加碼 |
| 8 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.2% | +110.14% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +0.11% | 加碼 |
| 10 | DFIC | Dimensional International Co | +0.2% | +14.52% | 加碼 |
| 11 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | +17.44% | 加碼 |
| 12 | NVDA | Nvidia CORP | +0.1% | -0.03% | 減碼 |
| 13 | V | Visa Inc-class A Shares | +0.1% | -1.33% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.95% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -6.86% | 減碼 |
| 16 | DFNM | Dimensional National Muni Bd | +0.1% | +3.89% | 加碼 |
| 17 | DFSV | Dimensional US Small Cap Val | +0.1% | +17.43% | 加碼 |
| 18 | TSLA | Tesla Inc | +0.1% | NEW | 新建倉 |
| 19 | NEE | Nextera Energy Inc | -0.1% | -2.91% | 減碼 |
| 20 | DFIV | Dimensional International Va | -0.1% | -2.29% | 減碼 |
| 21 | FCX | Freeport-mcmoran Inc | -0.1% | -3.39% | 減碼 |
| 22 | INTC | Intel CORP | -0.1% | EXIT | 清倉 |
| 23 | DOW | Dow Inc | -0.1% | EXIT | 清倉 |
| 24 | DIHP | Dimensional International Hi | -0.1% | -32.28% | 減碼 |
| 25 | QCOM | Qualcomm Inc | -0.1% | EXIT | 清倉 |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -33.01% | 減碼 |
| 27 | COP | Conocophillips | -0.1% | -39.20% | 減碼 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | EXIT | 清倉 |
| 29 | AMT | American Tower CORP | -0.1% | -19.02% | 減碼 |
| 30 | LIN | Linde plc | -0.1% | -10.47% | 減碼 |
| 31 | LHX | L3harris Technologies Inc | -0.1% | -11.94% | 減碼 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | -3.27% | 減碼 |
| 33 | LLY | Eli Lilly & Co | -0.1% | -4.89% | 減碼 |
| 34 | MCD | Mcdonald's CORP | -0.1% | -10.27% | 減碼 |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -16.10% | 減碼 |
| 36 | CVX | Chevron CORP | -0.1% | -9.75% | 減碼 |
| 37 | PSX | Phillips 66 | -0.1% | -4.40% | 減碼 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -13.39% | 減碼 |
| 39 | AMGN | Amgen Inc | -0.1% | +2.74% | 加碼 |
| 40 | ADI | Analog Devices Inc | -0.1% | -9.73% | 減碼 |
| 41 | GD | General Dynamics CORP | -0.1% | -8.07% | 減碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -23.30% | 減碼 |
| 43 | XOM | Exxon Mobil CORP | -0.1% | -13.95% | 減碼 |
| 44 | DGCB | Dimensional Global Credit | -0.2% | -3.71% | 減碼 |
| 45 | DFGP | Dimensional Glbl Core Pl Fix | -0.2% | -76.48% | 減碼 |
| 46 | DUHP | Dimensional US High Profi Et | -0.2% | -36.90% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | -0.2% | -53.46% | 減碼 |
| 48 | AVSC | Avantis US Small Cap Equity | -0.4% | -73.33% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.4% | -5.32% | 減碼 |
| 50 | DISV | Dimensional International Sm | -0.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Mattern Wealth Management LLC 在 Q4 2024 季度的美股持倉總市值約為 US$6.1億，共申報了 169 個公開持股部位。
在 Q4 2024 季度，Mattern Wealth Management LLC 按市值排列的前三大核心持股分別為：DFAC (12.4%)、DFSD (5.8%)、AAPL (5.7%)。其中最大持股部位 DFAC 佔據整體投資組合約 12.4% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
BLK
市值: US$201.7萬
本季最大獲利了結 / 清倉標的
DISV
前期市值: US$214.8萬
在 Q4 2024 季度中，Mattern Wealth Management LLC 共進行了 50 項持倉異動，包含新建倉 4 個部位、加碼 11 個部位、減碼 30 個部位以及清倉 5 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 DISV。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。