13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001533497
申报总市值
US$11.5亿
US$11.5亿
49 檔
41.5%
Liberty Mutual Group Asset Management Inc. 在 Q3 2024 季度的美股仓位总计估值为 US$11.5亿，分散于 49 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2024，Liberty Mutual Group Asset Management Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 26 个仓位并完全清仓 81 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Liberty Mutual Group Asset Management Inc. 的前 5 大核心持股（包含 SPY, LQD, USHY 等）合计占整体申报市值的 41.5%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 22.34% | +4.59% | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 21.20% | — | — | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 13.12% | +0.42% | — | |
| 4 | QXO | Qxo Inc | 股票-工业 | 9.80% | -0.19% | — | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 5.62% | — | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.81% | — | -66.29% | |
| 7 | AMT | American Tower CORP | 股票-房地产 | 1.83% | — | -10.24% | |
| 8 | EQIX | Equinix Inc | 股票-房地产 | 1.79% | — | -8.90% | |
| 9 | PLD | Prologis Inc | 股票-房地产 | 1.43% | — | -12.41% | |
| 10 | AMPSUSD | Altus Power Inc | 股票-其他 | 1.41% | — | — | |
| 11 | AVB | Avalonbay Communities Inc | 股票-房地产 | 1.18% | — | -7.52% | |
| 12 | EXR | Extra Space Storage Inc | 股票-房地产 | 1.05% | — | -7.56% | |
| 13 | WELL | Welltower Inc | 股票-房地产 | 1.01% | — | -40.50% | |
| 14 | VICI | Vici Properties Inc | 股票-房地产 | 0.96% | — | -3.77% | |
| 15 | MAA | Mid-america Apartment Comm | 股票-房地产 | 0.91% | — | -15.95% | |
| 16 | REG | Regency Centers CORP | 股票-房地产 | 0.86% | — | -1.32% | |
| 17 | ADC | Agree Realty CORP | 股票-房地产 | 0.83% | — | -16.06% | |
| 18 | VTR | Ventas Inc | 股票-房地产 | 0.68% | — | +177.25% | |
| 19 | FRT | Federal Realty Invs Trust | 股票-房地产 | 0.59% | — | +17.74% | |
| 20 | SPG | Simon Property Group Inc | 股票-房地产 | 0.58% | — | -16.42% | |
| 21 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.51% | — | -22.18% | |
| 22 | SUI | Sun Communities Inc | 股票-房地产 | 0.49% | — | -27.49% | |
| 23 | DOC | Healthpeak Properties Inc | 股票-房地产 | 0.49% | — | -9.22% | |
| 24 | CUBE | Cubesmart | 股票-房地产 | 0.49% | — | +0.46% | |
| 25 | RHP | Ryman Hospitality Properties | 股票-房地产 | 0.49% | — | -8.08% | |
| 26 | INVH | Invitation Homes Inc | 股票-房地产 | 0.48% | — | -16.36% | |
| 27 | EGP | Eastgroup Properties Inc | 股票-房地产 | 0.48% | — | +68.35% | |
| 28 | EPR | Epr Properties | 股票-房地产 | 0.48% | — | -2.07% | |
| 29 | SMC | Summit Midstream CORP | 股票-其他 | 0.45% | — | — | |
| 30 | BXP | Bxp Inc | 股票-房地产 | 0.44% | — | -11.01% | |
| 31 | AFRM | Affirm Holdings Inc | 股票-金融 | 0.43% | +0.24% | — | |
| 32 | EPRT | Essential Properties Realty | 股票-房地产 | 0.42% | — | -4.97% | |
| 33 | CCI | Crown Castle Inc | 股票-房地产 | 0.42% | — | -16.67% | |
| 34 | REXR | Rexford Industrial Realty In | 股票-房地产 | 0.40% | — | -39.88% | |
| 35 | OHI | Omega Healthcare Investors | 股票-房地产 | 0.40% | — | +27.15% | |
| 36 | STAG | Stag Industrial Inc | 股票-房地产 | 0.39% | — | -9.91% | |
| 37 | LINE | Lineage Inc | 股票-其他 | 0.33% | — | — | |
| 38 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.31% | — | -9.82% | |
| 39 | CUZ | Cousins Properties Inc | 股票-房地产 | 0.29% | — | -6.08% | |
| 40 | PACS | Pacs Group Inc | 股票-其他 | 0.23% | — | — | |
| 41 | PSA | Public Storage | 股票-房地产 | 0.16% | — | +97.70% | |
| 42 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.13% | — | — | |
| 43 | KORE | Kore Group Holdings Inc | 股票-其他 | 0.11% | +0.03% | — | |
| 44 | HST | Host Hotels & Resorts Inc | 股票-房地产 | 0.08% | — | -27.91% | |
| 45 | RBRK | Rubrik Inc-a | 股票-科技 | 0.04% | +0.01% | — | |
| 46 | FRSH | Freshworks Inc-cl A | 股票-其他 | 0.03% | — | — | |
| 47 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.03% | -36.17% | — | |
| 48 | OPEN | Opendoor Technologies Inc | 股票-房地产 | 0.01% | — | — | |
| 49 | GCTS-WS | Concord Acq Cl A -cw28 | 股票-其他 | — | +0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +22.3% | NEW | 新建仓 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +21.2% | NEW | 新建仓 |
| 3 | USHY | Ishares Broad Usd High Yield | +13.1% | NEW | 新建仓 |
| 4 | QXO | Qxo Inc | +9.8% | NEW | 新建仓 |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | +5.6% | NEW | 新建仓 |
| 6 | VTR | Ventas Inc | +0.5% | +177.25% | 加仓 |
| 7 | SMC | Summit Midstream CORP | +0.5% | NEW | 新建仓 |
| 8 | LINE | Lineage Inc | +0.3% | NEW | 新建仓 |
| 9 | PACS | Pacs Group Inc | +0.2% | NEW | 新建仓 |
| 10 | EGP | Eastgroup Properties Inc | +0.2% | +68.35% | 加仓 |
| 11 | FRT | Federal Realty Invs Trust | +0.2% | +17.74% | 加仓 |
| 12 | AMT | American Tower CORP | +0.2% | -10.24% | 减仓 |
| 13 | EQIX | Equinix Inc | +0.2% | -8.90% | 减仓 |
| 14 | OHI | Omega Healthcare Investors | +0.1% | +27.15% | 加仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 16 | REG | Regency Centers CORP | +0.1% | -1.32% | 减仓 |
| 17 | VICI | Vici Properties Inc | +0.1% | -3.77% | 减仓 |
| 18 | AFRM | Affirm Holdings Inc | +0.1% | — | 不变 |
| 19 | KORE | Kore Group Holdings Inc | +0.1% | NEW | 新建仓 |
| 20 | PSA | Public Storage | +0.1% | +97.70% | 加仓 |
| 21 | CUBE | Cubesmart | +0.1% | +0.46% | 加仓 |
| 22 | EXR | Extra Space Storage Inc | +0.1% | -7.56% | 减仓 |
| 23 | EPR | Epr Properties | +0.1% | -2.07% | 减仓 |
| 24 | BXP | Bxp Inc | +0.1% | -11.01% | 减仓 |
| 25 | EPRT | Essential Properties Realty | +0.1% | -4.97% | 减仓 |
| 26 | CUZ | Cousins Properties Inc | +0.1% | -6.08% | 减仓 |
| 27 | RBRK | Rubrik Inc-a | 0% | NEW | 新建仓 |
| 28 | DOC | Healthpeak Properties Inc | 0% | -9.22% | 减仓 |
| 29 | ADC | Agree Realty CORP | 0% | -16.06% | 减仓 |
| 30 | AVB | Avalonbay Communities Inc | 0% | -7.52% | 减仓 |
| 31 | FRSH | Freshworks Inc-cl A | 0% | NEW | 新建仓 |
| 32 | PLD | Prologis Inc | 0% | -12.41% | 减仓 |
| 33 | CCI | Crown Castle Inc | 0% | -16.67% | 减仓 |
| 34 | PCH | Potlatchdeltic CORP | 0% | -9.82% | 减仓 |
| 35 | STAG | Stag Industrial Inc | 0% | -9.91% | 减仓 |
| 36 | RHP | Ryman Hospitality Properties | 0% | -8.08% | 减仓 |
| 37 | CRGY | Crescent Energy Inc-a | — | — | 不变 |
| 38 | OPEN | Opendoor Technologies Inc | — | — | 不变 |
| 39 | CNDAW | Concord Acquisition A -cw28 | — | EXIT | 清仓 |
| 40 | GCTS-WS | Concord Acq Cl A -cw28 | — | — | 不变 |
| 41 | SPG | Simon Property Group Inc | 0% | -16.42% | 减仓 |
| 42 | VTMX | CORP Inmobiliaria Vesta-adr | 0% | EXIT | 清仓 |
| 43 | MAA | Mid-america Apartment Comm | 0% | -15.95% | 减仓 |
| 44 | HST | Host Hotels & Resorts Inc | 0% | -27.91% | 减仓 |
| 45 | ETSY 0.125 10-01-26债券 | Etsy Inc | 0% | EXIT | 清仓 |
| 46 | DDD 0 11-15-26债券 | 3d Systems CORP | 0% | EXIT | 清仓 |
| 47 | JBTM 0.25 05-15-26债券 | Jbt Marel CORP | 0% | EXIT | 清仓 |
| 48 | TDOC 1.25 06-01-27债券 | Teladoc Health Inc | 0% | EXIT | 清仓 |
| 49 | DOCN 0 12-01-26债券 | Digitalocean Holdings | -0.1% | EXIT | 清仓 |
| 50 | CABO 0 03-15-26债券 | Cable One Inc | -0.1% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Liberty Mutual Group Asset Management Inc. 在 Q3 2024 季度的美股持仓总市值约为 US$11.5亿，共申报了 49 个公开持股仓位。
在 Q3 2024 季度，Liberty Mutual Group Asset Management Inc. 按市值排列的前三大核心持股分别为：SPY (22.3%)、LQD (21.2%)、USHY (13.1%)。其中最大持股仓位 SPY 占据整体投资组合约 22.3% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
SPY
市值: US$1.5亿
本季最大获利了结 / 清仓标的
BKLN
前期市值: US$3.0亿
在 Q3 2024 季度中，Liberty Mutual Group Asset Management Inc. 共进行了 125 项持仓异动，包含新建仓 12 个仓位、加仓 6 个仓位、减仓 26 个仓位以及清仓 81 个仓位。 其中最大新建仓标的为 SPY。 本季清仓仓位包含 BKLN。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。