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
148 檔
15.7%
根据最新整理的 13F 季度数据集，Liberty One Investment Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$10.0亿。该机构在本季度申报了 148 档美股持仓，呈现出该时期的主要投资地图。
Liberty One Investment Management, LLC 在 Q4 2024 进行了结构性的板块轮动与仓位换股。在开立 6 个全新仓位及加仓 94 档持股的同时，亦同步清仓 39 档并减仓 48 档标的。
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 CAH, LNT, CLX 等）合计占整体申报市值的 15.7%，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 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.53% | -0.25% | -0.89% | |
| 2 | LNT | Alliant Energy CORP | 股票-公用事业 | 3.45% | -0.08% | -0.30% | |
| 3 | CLX | Clorox Company | 股票-非周期性消费 | 3.45% | — | -0.46% | |
| 4 | DUK | Duke Energy CORP | 股票-公用事业 | 3.28% | -0.21% | +0.46% | |
| 5 | SO | Southern Co/the | 股票-公用事业 | 3.28% | -0.07% | -0.19% | |
| 6 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.28% | -0.29% | +0.94% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.20% | +0.26% | +1.50% | |
| 8 | LMT | Lockheed Martin CORP | 股票-工业 | 3.15% | — | +0.02% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.13% | +0.63% | -0.13% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.09% | +0.03% | +2.95% | |
| 11 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 3.02% | — | +2.67% | |
| 12 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 2.93% | — | +3.12% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.92% | -0.62% | +3.24% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 2.86% | — | +4.14% | |
| 15 | RSG | Republic Services Inc | 股票-工业 | 2.83% | +0.15% | -1.83% | |
| 16 | WM | Waste Management Inc | 股票-工业 | 2.72% | -0.01% | -0.73% | |
| 17 | SYY | Sysco CORP | 股票-非周期性消费 | 2.70% | -1.57% | EXIT | |
| 18 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 2.54% | -1.73% | EXIT | |
| 19 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 2.51% | — | +1.85% | |
| 20 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.37% | — | +2.75% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 2.34% | +0.41% | +3.38% | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.32% | +0.12% | +3.45% | |
| 23 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.07% | -0.47% | -0.10% | |
| 24 | DOX | Amdocs Limited | 股票-科技 | 1.95% | — | +2.55% | |
| 25 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.94% | -0.14% | -7.25% | |
| 26 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.86% | -0.09% | -4.67% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.85% | -0.16% | -0.58% | |
| 28 | NWE | Northwestern Energy Group In | 股票-公用事业 | 0.79% | — | -2.73% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.77% | -0.20% | -2.54% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.11% | +1.02% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.70% | +0.12% | +2.41% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.69% | -0.20% | -0.85% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.63% | -0.08% | +1.43% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.63% | +0.08% | +5.17% | |
| 35 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.63% | — | -3.61% | |
| 36 | RTX | Rtx CORP | 股票-工业 | 0.61% | -0.05% | +7.15% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.61% | +0.03% | +2.36% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.58% | +0.05% | — | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | +0.08% | +3.27% | |
| 40 | AFL | Aflac Inc | 股票-金融 | 0.55% | +0.06% | +4.16% | |
| 41 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.54% | +0.10% | +5.56% | |
| 42 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.01% | +2.81% | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.54% | -0.05% | +5.37% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.53% | — | -3.17% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.53% | +0.09% | +4.27% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.04% | +3.75% | |
| 47 | BCE | Bce Inc | 股票-通信服务 | 0.51% | — | +3.43% | |
| 48 | HD | Home Depot Inc | 股票-周期性消费 | 0.51% | +0.12% | +5.50% | |
| 49 | HON | Honeywell International Inc | 股票-工业 | 0.50% | -0.57% | EXIT | |
| 50 | DE | Deere & Co | 股票-工业 | 0.50% | +0.07% | +6.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LW | Lamb Weston Holdings Inc | +2.3% | +697.42% | 加仓 |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | 新建仓 |
| 3 | CAH | Cardinal Health Inc | +0.4% | -0.89% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.2% | +1.02% | 加仓 |
| 5 | HRL | Hormel Foods CORP | +0.2% | +3.12% | 加仓 |
| 6 | CASY | Casey's General Stores Inc | +0.2% | -0.10% | 减仓 |
| 7 | CLX | Clorox Company | +0.2% | -0.46% | 减仓 |
| 8 | MSFT | Microsoft CORP | +0.2% | +3.38% | 加仓 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.41% | 加仓 |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +2.36% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +1.50% | 加仓 |
| 12 | SYY | Sysco CORP | +0.1% | +1.25% | 加仓 |
| 13 | RSG | Republic Services Inc | +0.1% | -1.83% | 减仓 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +3.27% | 加仓 |
| 15 | WMT | Walmart Inc | +0.1% | +1.43% | 加仓 |
| 16 | AAPL | Apple Inc | +0.1% | +5.17% | 加仓 |
| 17 | DOX | Amdocs Limited | +0.1% | +2.55% | 加仓 |
| 18 | LNT | Alliant Energy CORP | +0.1% | -0.30% | 减仓 |
| 19 | HON | Honeywell International Inc | +0.1% | +7.03% | 加仓 |
| 20 | HUM | Humana Inc | +0.1% | NEW | 新建仓 |
| 21 | SSBUSD | Southstate Bank CORP | +0.1% | NEW | 新建仓 |
| 22 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建仓 |
| 23 | BANF | Bancfirst CORP | +0.1% | NEW | 新建仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | +5.37% | 加仓 |
| 25 | DE | Deere & Co | +0.1% | +6.86% | 加仓 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -7.25% | 减仓 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +0.94% | 加仓 |
| 28 | WM | Waste Management Inc | +0.1% | -0.73% | 减仓 |
| 29 | SG | Sweetgreen Inc - Class A | +0.1% | NEW | 新建仓 |
| 30 | LULU | Lululemon Athletica Inc | +0.1% | +24.43% | 加仓 |
| 31 | TRV | Travelers Cos Inc/the | +0.1% | +4.27% | 加仓 |
| 32 | INTU | Intuit Inc | +0.1% | +6.48% | 加仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | +2.81% | 加仓 |
| 34 | CVX | Chevron CORP | +0.1% | +8.95% | 加仓 |
| 35 | PFE | Pfizer Inc | 0% | +4.14% | 加仓 |
| 36 | TSN | Tyson Foods Inc-cl A | 0% | +7.06% | 加仓 |
| 37 | RTX | Rtx CORP | 0% | +7.15% | 加仓 |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -0.58% | 减仓 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.29% | 加仓 |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | -2.48% | 减仓 |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | +11.18% | 加仓 |
| 42 | ELF | Elf Beauty Inc | 0% | +26.20% | 加仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.78% | 加仓 |
| 44 | GSLC | Goldman Activebeta US Lc ETF | 0% | +12.06% | 加仓 |
| 45 | IUSV | Ishares Core S&p U.s. Value | 0% | +13.61% | 加仓 |
| 46 | HD | Home Depot Inc | 0% | +5.50% | 加仓 |
| 47 | TWLO | Twilio Inc - A | 0% | -19.69% | 减仓 |
| 48 | AFL | Aflac Inc | 0% | +4.16% | 加仓 |
| 49 | SPGP | Invesco S&p 500 Garp ETF | 0% | -2.54% | 减仓 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -2.61% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Liberty One Investment Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$10.0亿，共申报了 148 个公开持股仓位。
在 Q4 2024 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分别为：CAH (3.5%)、LNT (3.5%)、CLX (3.5%)。其中最大持股仓位 CAH 占据整体投资组合约 3.5% 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
BLK
市值: US$539.0万
本季最大获利了结 / 清仓标的
SPTL
前期市值: US$3842.4万
在 Q4 2024 季度中，Liberty One Investment Management, LLC 共进行了 187 项持仓异动，包含新建仓 6 个仓位、加仓 94 个仓位、减仓 48 个仓位以及清仓 39 个仓位。 其中最大新建仓标的为 BLK。 本季清仓仓位包含 SPTL。
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。