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: 0001807328
申报总市值
US$10.0亿
US$10.0亿
181 檔
17.3%
Liberty One Investment Management, LLC 在 Q3 2024 季度的美股仓位总计估值为 US$10.0亿，分散于 181 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 One Investment Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 114 个仓位并完全清仓 0 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 One Investment Management, LLC 的前 5 大核心持股（包含 SPTL, LMT, LLY 等）合计占整体申报市值的 17.3%，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 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.93% | — | -2.24% | |
| 2 | LMT | Lockheed Martin CORP | 股票-工业 | 3.58% | — | -0.77% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.39% | +0.63% | -2.48% | |
| 4 | SO | Southern Co/the | 股票-公用事业 | 3.39% | -0.07% | -0.07% | |
| 5 | LNT | Alliant Energy CORP | 股票-公用事业 | 3.35% | -0.08% | +0.73% | |
| 6 | DUK | Duke Energy CORP | 股票-公用事业 | 3.30% | -0.21% | +0.30% | |
| 7 | CLX | Clorox Company | 股票-非周期性消费 | 3.28% | — | +1.52% | |
| 8 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.27% | +0.03% | +0.54% | |
| 9 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.22% | -0.29% | +1.79% | |
| 10 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.14% | -0.25% | +1.20% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.07% | +0.26% | +1.23% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 3.01% | — | +1.28% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.99% | -0.62% | +1.86% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 2.82% | — | +3.07% | |
| 15 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 2.71% | — | +0.63% | |
| 16 | RSG | Republic Services Inc | 股票-工业 | 2.71% | +0.15% | -1.18% | |
| 17 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 2.71% | — | +3.23% | |
| 18 | WM | Waste Management Inc | 股票-工业 | 2.66% | -0.01% | -0.14% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.61% | +0.12% | +1.30% | |
| 20 | SYY | Sysco CORP | 股票-非周期性消费 | 2.57% | -1.57% | EXIT | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.44% | — | +1.63% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | +0.41% | +2.71% | |
| 23 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.86% | -0.47% | +1582.09% | |
| 24 | DOX | Amdocs Limited | 股票-科技 | 1.84% | — | +2.73% | |
| 25 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.95% | -0.09% | -3.33% | |
| 26 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.87% | -0.14% | -2.65% | |
| 27 | NWE | Northwestern Energy Group In | 股票-公用事业 | 0.82% | — | -2.12% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.81% | -0.16% | -1.67% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.75% | -0.20% | -1.72% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.73% | -0.20% | -1.65% | |
| 31 | BCE | Bce Inc | 股票-通信服务 | 0.70% | — | -0.43% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.64% | — | -0.25% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.61% | -0.04% | +2.35% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.05% | +3.04% | |
| 35 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.56% | +0.10% | +2.88% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.55% | +0.12% | +3.30% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.53% | +0.06% | +3.41% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.53% | +0.11% | +935.64% | |
| 39 | AAPL | Apple Inc | 股票-科技 | 0.52% | +0.08% | +3.28% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.08% | +3.48% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.52% | — | +0.03% | |
| 42 | CAT | Caterpillar Inc | 股票-工业 | 0.51% | +0.04% | +4.74% | |
| 43 | BLKCHF | Blackrock Inc | 股票-其他 | 0.49% | — | +4.66% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.48% | +0.03% | +4.10% | |
| 45 | EXR | Extra Space Storage Inc | 股票-房地产 | 0.48% | +0.11% | +4.90% | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.48% | +0.01% | +3.88% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.48% | +0.12% | +5.69% | |
| 48 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.47% | -0.05% | +4.27% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.47% | +0.08% | +4.55% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.47% | +0.09% | +5.32% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +1.7% | +1582.09% | 加仓 |
| 2 | LMT | Lockheed Martin CORP | +0.4% | -0.77% | 减仓 |
| 3 | CLX | Clorox Company | +0.3% | +1.52% | 加仓 |
| 4 | MCD | Mcdonald's CORP | +0.3% | +1.79% | 加仓 |
| 5 | LNT | Alliant Energy CORP | +0.3% | +0.73% | 加仓 |
| 6 | SO | Southern Co/the | +0.2% | -0.07% | 减仓 |
| 7 | DUK | Duke Energy CORP | +0.2% | +0.30% | 加仓 |
| 8 | KO | Coca-cola Co/the | +0.1% | +0.54% | 加仓 |
| 9 | CAH | Cardinal Health Inc | +0.1% | +1.20% | 加仓 |
| 10 | MDLZ | Mondelez International Inc-a | +0.1% | +1.30% | 加仓 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +1.86% | 加仓 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | -2.65% | 减仓 |
| 13 | AFL | Aflac Inc | +0.1% | +3.41% | 加仓 |
| 14 | RTX | Rtx CORP | +0.1% | +3.04% | 加仓 |
| 15 | KDP | Keurig Dr Pepper Inc | +0.1% | +0.63% | 加仓 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +2.35% | 加仓 |
| 17 | BLKCHF | Blackrock Inc | +0.1% | +4.66% | 加仓 |
| 18 | O | Realty Income CORP | +0.1% | +5.74% | 加仓 |
| 19 | HD | Home Depot Inc | +0.1% | +5.69% | 加仓 |
| 20 | DOX | Amdocs Limited | +0.1% | +2.73% | 加仓 |
| 21 | WMT | Walmart Inc | +0.1% | +3.48% | 加仓 |
| 22 | CAT | Caterpillar Inc | +0.1% | +4.74% | 加仓 |
| 23 | FR | First Industrial Realty Tr | +0.1% | +5.28% | 加仓 |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | +5.32% | 加仓 |
| 25 | EXR | Extra Space Storage Inc | 0% | +4.90% | 加仓 |
| 26 | MDT | Medtronic plc | 0% | +6.57% | 加仓 |
| 27 | UNH | Unitedhealth Group Inc | 0% | +4.44% | 加仓 |
| 28 | BAX | Baxter International Inc | 0% | +6.78% | 加仓 |
| 29 | PLD | Prologis Inc | 0% | +5.32% | 加仓 |
| 30 | DE | Deere & Co | 0% | +6.88% | 加仓 |
| 31 | HR | Healthcare Realty Trust Inc | 0% | +6.00% | 加仓 |
| 32 | BABA | Alibaba Group Holding-sp Adr | 0% | -2.65% | 减仓 |
| 33 | SYY | Sysco CORP | 0% | +1.52% | 加仓 |
| 34 | AAPL | Apple Inc | 0% | +3.28% | 加仓 |
| 35 | RSPU | Invesco S&p 500 Equal Weight | 0% | -0.69% | 减仓 |
| 36 | CAVA | Cava Group Inc | 0% | -6.63% | 减仓 |
| 37 | XTL | Ss Spdr S&p Telecom ETF | 0% | -2.05% | 减仓 |
| 38 | LNTH | Lantheus Holdings Inc | 0% | -6.26% | 减仓 |
| 39 | NWE | Northwestern Energy Group In | 0% | -2.12% | 减仓 |
| 40 | GS | Goldman Sachs Group Inc | 0% | +4.10% | 加仓 |
| 41 | AVGO | Broadcom Inc | 0% | +935.64% | 加仓 |
| 42 | TJX | Tjx Companies Inc | 0% | +4.27% | 加仓 |
| 43 | TXN | Texas Instruments Inc | 0% | +5.12% | 加仓 |
| 44 | RWJ | Invesco S&p Smallcap 600 | 0% | +1.05% | 加仓 |
| 45 | NGG | National Grid Plc-sp Adr | 0% | -0.59% | 减仓 |
| 46 | MELI | Mercadolibre Inc | 0% | -5.37% | 减仓 |
| 47 | INGR | Ingredion Inc | 0% | -4.19% | 减仓 |
| 48 | KTOS | Kratos Defense & Security | 0% | -4.94% | 减仓 |
| 49 | CL | Colgate-palmolive Co | — | +2.88% | 加仓 |
| 50 | HSY | Hershey Co/the | — | +6.60% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Liberty One Investment Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 181 个公开持股仓位。
在 Q3 2024 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分别为：SPTL (3.9%)、LMT (3.6%)、LLY (3.4%)。其中最大持股仓位 SPTL 占据整体投资组合约 3.9% 的权重。
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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。
本季最大获利了结 / 清仓标的
SPTL
前期市值: US$3680.2万
在 Q3 2024 季度中，Liberty One Investment Management, LLC 共进行了 181 项持仓异动，包含新建仓 0 个仓位、加仓 67 个仓位、减仓 114 个仓位以及清仓 0 个仓位。
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。