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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001807328
申报总市值
US$10.0亿
US$10.0亿
182 檔
17.5%
截至 Q1 2024 季度末，Liberty One Investment Management, LLC 的美股持仓估值约为 US$10.0亿，全数申报仓位共有 182 档。
在 Q1 2024 期间，Liberty One Investment Management, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Liberty One Investment Management, LLC 的前 5 大核心持股（包含 LLY, SPTL, CAH 等）合计占整体申报市值的 17.5%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.07% | +0.63% | -5.52% | |
| 2 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 4.29% | — | +1.68% | |
| 3 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.84% | -0.25% | -2.00% | |
| 4 | RSG | Republic Services Inc | 股票-工业 | 3.29% | +0.15% | -2.88% | |
| 5 | WM | Waste Management Inc | 股票-工业 | 3.29% | -0.01% | -2.31% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.22% | +0.26% | -0.14% | |
| 7 | CLX | Clorox Company | 股票-非周期性消费 | 3.07% | — | +1.58% | |
| 8 | SO | Southern Co/the | 股票-公用事业 | 3.01% | -0.07% | +2.12% | |
| 9 | LMT | Lockheed Martin CORP | 股票-工业 | 2.98% | — | +1.65% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.97% | +0.03% | +0.06% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 2.96% | — | +2.46% | |
| 12 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.96% | -0.29% | +0.90% | |
| 13 | DUK | Duke Energy CORP | 股票-公用事业 | 2.94% | -0.21% | +2.09% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.91% | +0.41% | -2.24% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.81% | -0.62% | +2.10% | |
| 16 | LNT | Alliant Energy CORP | 股票-公用事业 | 2.77% | -0.08% | +3.34% | |
| 17 | SYY | Sysco CORP | 股票-非周期性消费 | 2.72% | -1.57% | EXIT | |
| 18 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.60% | +0.12% | -0.02% | |
| 19 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 2.55% | — | +6.09% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.53% | — | +1.57% | |
| 21 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 2.32% | — | +2.57% | |
| 22 | PFE | Pfizer Inc | 股票-医疗保健 | 2.22% | — | +8.21% | |
| 23 | DOX | Amdocs Limited | 股票-科技 | 1.73% | — | +0.37% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.60% | — | +2.22% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.08% | -0.09% | -2.04% | |
| 26 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.91% | -0.20% | -3.82% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.84% | -0.14% | -0.05% | |
| 28 | NWE | Northwestern Energy Group In | 股票-公用事业 | 0.82% | — | +1.45% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.82% | -0.16% | +5.47% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | -0.20% | -3.24% | |
| 31 | BCE | Bce Inc | 股票-通信服务 | 0.79% | — | +3.71% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.79% | — | — | |
| 33 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.11% | -1.67% | |
| 34 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.62% | +0.12% | -2.12% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.57% | — | — | |
| 36 | CAT | Caterpillar Inc | 股票-工业 | 0.54% | +0.04% | +2.49% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.08% | +3.63% | |
| 38 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.50% | +0.10% | +3.42% | |
| 39 | INTU | Intuit Inc | 股票-科技 | 0.48% | +0.05% | +2.39% | |
| 40 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.01% | +4.81% | |
| 41 | RTX | Rtx CORP | 股票-工业 | 0.47% | -0.05% | +6.71% | |
| 42 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.45% | -0.05% | +4.76% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.45% | +0.09% | +4.27% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.44% | — | +5.43% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.44% | +0.12% | +5.33% | |
| 46 | AFL | Aflac Inc | 股票-金融 | 0.43% | +0.06% | +5.71% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.03% | +5.61% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.43% | -0.04% | +51.68% | |
| 49 | WMT | Walmart Inc | 股票-非周期性消费 | 0.42% | -0.08% | +217.34% | |
| 50 | BLKCHF | Blackrock Inc | 股票-其他 | 0.42% | — | +5.40% |
根据 SEC 官方 Form 13F 申报备案，Liberty One Investment Management, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 182 个公开持股仓位。
在 Q1 2024 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分别为：LLY (5.1%)、SPTL (4.3%)、CAH (3.8%)。其中最大持股仓位 LLY 占据整体投资组合约 5.1% 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。
在 Q1 2024 季度中，Liberty One Investment Management, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。