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Mattson Financial Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mattson Financial Services, LLC
报告期 2026-03-31 · CIK 0002034595
持仓数
232
前50大市值合计
$262.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 47
增持 59
减持 19
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
MBS
ANGEL OAK FUNDS TRUST
-$4.5M
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$3.9M
182,977
+28%
增持
GOOG
ALPHABET INC
+$3.4M
48,533
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
AZEK CO INC
-$2.7M
0
-100%
增持
DMBS
DOUBLELINE ETF TRUST
+$2.6M
260,336
+23%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$2.6M
4,057
增持
AVUS
AMERICAN CENTY ETF TR
+$2.5M
34,982
+172%
清仓
INTU
INTUIT
-$2.3M
0
-100%
增持
AAPL
APPLE INC
+$2.2M
41,279
+2%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
76,406
+0%
清仓
QUAL
ISHARES TR
-$2.1M
0
-100%
增持
IETC
ISHARES U S ETF TR
+$2.0M
40,693
+82%
建仓
PRIV
SSGA ACTIVE TR
+$2.0M
77,537
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
7,566
建仓
MUB
ISHARES TR
+$1.6M
15,358
建仓
SEPU
AIM ETF PRODUCTS TRUST
+$1.6M
55,969
清仓
ULST
SSGA ACTIVE ETF TR
-$1.5M
0
-100%
建仓
—
JAMES HARDIE INDS PLC
+$1.5M
75,666
建仓
XLF
SELECT SECTOR SPDR TR
+$1.4M
26,179
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$1.4M
27,432
清仓
CAH
CARDINAL HEALTH INC
-$1.2M
0
-100%
建仓
MO
ALTRIA GROUP INC
+$1.2M
17,943
增持
BLOK
AMPLIFY ETF TR
+$1.2M
69,696
+14%
建仓
WELL
WELLTOWER INC
+$1.1M
6,387
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$1.1M
13,489
-45%
增持
ARKW
ARK ETF TR
+$1.1M
27,257
+11%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$1.1M
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$1.1M
72,781
+46%
清仓
NYT
NEW YORK TIMES CO
-$1.1M
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$1.1M
9,392
减持
PFE
PFIZER INC
-$1.0M
26,089
-63%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$1.0M
0
-100%
建仓
USB
US BANCORP DEL
+$1.0M
21,417
建仓
SJM
SMUCKER J M CO
+$1.0M
9,514
建仓
TFI
SPDR SERIES TRUST
+$1.0M
22,577
增持
ROK
ROCKWELL AUTOMATION INC
+$1.0M
4,051
+238%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.0M
0
-100%
减持
AVGO
BROADCOM INC
+$1.0M
20,119
-2%
建仓
KMI
KINDER MORGAN INC DEL
+$1.0M
35,431
清仓
AMT
AMERICAN TOWER CORP NEW
-$999.5K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$998.7K
25,494
+3%
建仓
PZZA
PAPA JOHNS INTL INC
+$973.5K
20,218
增持
—
EATON CORP PLC
+$972.6K
9,794
+30%
减持
SYY
SYSCO CORP
-$967.9K
2,730
-83%
建仓
CME
CME GROUP INC
+$967.3K
3,580
建仓
WFC
WELLS FARGO CO NEW
+$961.8K
11,474
清仓
—
CHUBB LIMITED
-$959.6K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$958.8K
0
-100%
建仓
DIS
DISNEY WALT CO
+$951.0K
8,306
清仓
CI
THE CIGNA GROUP
-$949.2K
0
-100%
增持
CHAT
TIDAL TRUST II
+$948.6K
52,882
+12%
建仓
GIS
GENERAL MLS INC
+$948.4K
18,809
建仓
MOS
MOSAIC CO NEW
+$946.6K
27,295
减持
SLB
SCHLUMBERGER LTD
-$944.9K
18,874
-60%
增持
PRU
PRUDENTIAL FINL INC
+$941.8K
12,119
+313%
建仓
MCO
MOODYS CORP
+$898.2K
1,885
清仓
BX
BLACKSTONE INC
-$884.8K
0
-100%
清仓
KVUE
KENVUE INC
-$884.6K
0
-100%
清仓
PEP
PEPSICO INC
-$871.2K
0
-100%
增持
IVV
ISHARES TR
+$865.1K
3,339
+51%
建仓
TXN
TEXAS INSTRS INC
+$864.5K
4,705
清仓
CRM
SALESFORCE INC
-$861.2K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$851.6K
3,018
增持
UNH
UNITEDHEALTH GROUP INC
+$846.6K
13,176
+11%
增持
LOUP
INNOVATOR ETFS TRUST
+$816.3K
40,523
+17%
增持
APH
AMPHENOL CORP NEW
+$788.7K
29,589
+2%
减持
SBUX
STARBUCKS CORP
-$782.0K
26,928
-19%
增持
JNJ
JOHNSON & JOHNSON
+$770.0K
20,954
+3%
减持
URI
UNITED RENTALS INC
+$768.8K
4,048
-1%
清仓
STZ
CONSTELLATION BRANDS INC
-$764.9K
0
-100%
清仓
WEN
WENDYS CO
-$750.4K
0
-100%
增持
QTUM
ETF SER SOLUTIONS
+$745.8K
27,157
+19%
增持
MSFT
MICROSOFT CORP
+$710.4K
26,033
+1%
减持
EXR
EXTRA SPACE STORAGE INC
-$699.7K
17,391
-19%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$597.4K
11,704
减持
MS
MORGAN STANLEY
+$554.5K
31,351
-0%
增持
QQQ
INVESCO QQQ TR
+$545.1K
1,496
+134%
增持
SPYI
NEOS ETF TRUST
+$501.1K
118,511
+5%
减持
SMOT
VANECK ETF TRUST
-$498.8K
24,598
-38%
增持
SPMD
SPDR SERIES TRUST
+$486.9K
12,939
+178%
增持
HODL
VANECK BITCOIN ETF
+$485.3K
73,424
+18%
增持
CRPT
FIRST TR EXCHNG TRADED FD VI
+$484.4K
254,307
+14%
减持
BKR
BAKER HUGHES COMPANY
+$469.0K
46,594
-1%
建仓
ITM
VANECK ETF TRUST
+$457.8K
9,824
减持
GS
GOLDMAN SACHS GROUP INC
+$453.5K
6,907
-3%
清仓
BAPR
INNOVATOR ETFS TRUST
-$452.4K
0
-100%
清仓
XBAP
INNOVATOR ETFS TRUST
-$447.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$443.1K
29,991
+2%
建仓
BOXX
EA SERIES TRUST
+$428.0K
3,759
增持
LOW
LOWES COS INC
+$426.3K
13,991
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$412.3K
17,338
-1%
增持
—
MEDTRONIC PLC
+$402.5K
46,700
+1%
增持
DXCM
DEXCOM INC
-$388.3K
29,864
+9%
建仓
GOOGL
ALPHABET INC
+$374.6K
1,541
减持
IGSB
ISHARES TR
-$355.8K
5,408
-56%
建仓
ET
ENERGY TRANSFER L P
+$354.1K
20,637
建仓
MUNI
PIMCO ETF TR
+$341.9K
6,540
增持
WMT
WALMART INC
+$328.4K
41,301
+3%
增持
AVDE
AMERICAN CENTY ETF TR
+$318.2K
40,334
+4%
清仓
NAPR
INNOVATOR ETFS TRUST
-$317.0K
0
-100%
建仓
IWY
ISHARES TR
+$315.8K
1,154
增持
IGIB
ISHARES TR
+$309.3K
14,721
+61%
增持
PWR
QUANTA SVCS INC
+$306.3K
6,971
+2%
建仓
CMS
CMS ENERGY CORP
+$306.1K
4,178
建仓
IJH
ISHARES TR
+$302.7K
4,638
增持
XFIV
BONDBLOXX ETF TRUST
+$289.9K
125,198
+5%
建仓
DDTL
INNOVATOR ETFS TRUST
+$286.7K
14,005
增持
NEE
NEXTERA ENERGY INC
+$282.4K
38,523
+2%
建仓
NAUG
INNOVATOR ETFS TRUST
+$269.4K
9,305
增持
BIL
SPDR SERIES TRUST
+$267.3K
20,479
+17%
增持
META
META PLATFORMS INC
+$258.1K
12,609
+3%
增持
XBJL
INNOVATOR ETFS TRUST
+$255.0K
125,150
+2%
建仓
ULTA
ULTA BEAUTY INC
+$254.2K
465
减持
BAC
BANK AMERICA CORP
+$252.7K
59,316
-0%
建仓
—
WEATHERFORD INTL PLC
+$243.4K
3,557
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$236.0K
8,098
+3%
清仓
JULT
AIM ETF PRODUCTS TRUST
-$232.8K
0
-100%
建仓
HYD
VANECK ETF TRUST
+$230.1K
4,521
建仓
EXE
EXPAND ENERGY CORPORATION
+$229.7K
2,162
建仓
HQY
HEALTHEQUITY INC
+$227.8K
2,404
增持
BBBS
BONDBLOXX ETF TRUST
+$224.6K
92,387
+4%
减持
AVEM
AMERICAN CENTY ETF TR
+$220.7K
34,172
-0%
清仓
ISEP
INNOVATOR ETFS TRUST
-$219.6K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$218.9K
658
增持
HD
HOME DEPOT INC
+$218.7K
2,754
+13%
增持
—
EXXON MOBIL CORP
+$210.6K
12,531
+12%
建仓
DT
DYNATRACE INC
+$208.5K
4,303
建仓
FTNT
FORTINET INC
+$207.9K
2,473
建仓
INVH
INVITATION HOMES INC
+$206.3K
7,035
建仓
GPN
GLOBAL PMTS INC
+$205.3K
2,471
建仓
SAIA
SAIA INC
+$205.1K
685
增持
JAAA
JANUS DETROIT STR TR
+$204.7K
77,047
+5%
减持
ABBV
ABBVIE INC
+$203.2K
5,048
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$202.8K
16,452
+7%
建仓
SMMU
PIMCO ETF TR
+$202.7K
4,009
减持
NOC
NORTHROP GRUMMAN CORP
+$197.7K
1,858
-1%
增持
AMZN
AMAZON COM INC
+$196.5K
54,534
+2%
减持
RECS
COLUMBIA ETF TR I
+$194.0K
63,808
-1%
增持
ALL
ALLSTATE CORP
+$193.4K
5,096
+14%
增持
TGT
TARGET CORP
-$191.0K
28,101
+2%
增持
XSVN
BONDBLOXX ETF TRUST
+$187.7K
89,456
+4%
增持
GLDM
WORLD GOLD TR
+$187.5K
15,826
+1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$180.0K
19,455
+2%
增持
PCMM
BONDBLOXX ETF TRUST
+$178.9K
66,145
+5%
增持
NFLX
NETFLIX INC
-$170.3K
2,657
+6%
增持
KO
COCA COLA CO
-$167.1K
47,856
+1%
增持
TJUL
INNOVATOR ETFS TRUST
+$164.6K
110,536
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$163.4K
10,861
+33%
增持
MCD
MCDONALDS CORP
+$159.8K
11,213
+1%
增持
DABS
DOUBLELINE ETF TRUST
+$154.2K
74,454
+3%
