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
143 檔
33.2%
根据最新整理的 13F 季度数据集，Liberty One Investment Management, LLC 于 Q3 2025 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 143 档美股持仓，呈现出该时期的主要投资地图。
在 Q3 2025，Liberty One Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 105 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
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 JNJ, CAH, LNT 等）合计占整体申报市值的 33.2%，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 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.83% | -0.62% | +83.90% | |
| 2 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.82% | -0.25% | +101.26% | |
| 3 | LNT | Alliant Energy CORP | 股票-公用事业 | 3.73% | -0.08% | +91.66% | |
| 4 | SO | Southern Co/the | 股票-公用事业 | 3.66% | -0.07% | +94.64% | |
| 5 | DUK | Duke Energy CORP | 股票-公用事业 | 3.63% | -0.21% | +92.76% | |
| 6 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.40% | -0.29% | +92.10% | |
| 7 | NOC | Northrop Grumman CORP | 股票-工业 | 3.38% | -0.85% | — | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.29% | +0.63% | +104.75% | |
| 9 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.26% | +0.03% | +93.58% | |
| 10 | KR | Kroger Co | 股票-非周期性消费 | 3.25% | -0.67% | +85.00% | |
| 11 | SYY | Sysco CORP | 股票-非周期性消费 | 3.18% | -1.57% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.15% | +0.26% | +95.63% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | +0.41% | +99.52% | |
| 14 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 3.14% | -1.73% | EXIT | |
| 15 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 3.12% | +1.29% | +95.62% | |
| 16 | T | At&t Inc | 股票-通信服务 | 3.04% | -0.70% | +98.99% | |
| 17 | RSG | Republic Services Inc | 股票-工业 | 3.04% | +0.15% | +118.44% | |
| 18 | WM | Waste Management Inc | 股票-工业 | 3.01% | -0.01% | +112.57% | |
| 19 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.88% | -0.47% | +115.94% | |
| 20 | CB | Chubb Limited | 股票-金融 | 2.88% | -0.13% | — | |
| 21 | MCK | Mckesson CORP | 股票-医疗保健 | 2.85% | -0.45% | — | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 2.78% | +0.12% | +101.12% | |
| 23 | MSI | Motorola Solutions Inc | 股票-科技 | 2.73% | +0.08% | — | |
| 24 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 2.25% | -0.42% | — | |
| 25 | ETR | Entergy CORP | 股票-公用事业 | 0.75% | -0.11% | +61.22% | |
| 26 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.75% | -0.14% | +73.28% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.73% | -0.09% | +70.02% | |
| 28 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | — | +60.93% | |
| 29 | ADC | Agree Realty CORP | 股票-房地产 | 0.62% | -0.02% | — | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.11% | +26.41% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.52% | -0.05% | +28.53% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.52% | +0.03% | +26.89% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.49% | +0.04% | +29.35% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.47% | +0.08% | +27.71% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | +0.08% | +30.66% | |
| 36 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.46% | +0.12% | +28.27% | |
| 37 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.44% | -0.05% | +31.55% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.44% | +0.05% | +29.30% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.44% | -0.16% | -1.16% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.43% | -0.08% | +31.64% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股与成长 | 0.42% | -0.20% | -2.53% | |
| 42 | HR | Healthcare Realty Trust Inc | 股票-房地产 | 0.41% | +0.10% | +30.22% | |
| 43 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.41% | +0.09% | +32.33% | |
| 44 | AFL | Aflac Inc | 股票-金融 | 0.41% | +0.06% | +32.64% | |
| 45 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.40% | -0.08% | +32.36% | |
| 46 | HD | Home Depot Inc | 股票-周期性消费 | 0.40% | +0.12% | +30.67% | |
| 47 | PLD | Prologis Inc | 股票-房地产 | 0.40% | +0.01% | +29.83% | |
| 48 | O | Realty Income CORP | 股票-房地产 | 0.40% | +0.03% | +29.57% | |
| 49 | UL | Unilever PLC | 股票-非周期性消费 | 0.39% | — | +952.67% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.38% | -0.04% | +31.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +99.52% | 加仓 |
| 2 | LW | Lamb Weston Holdings Inc | +0.9% | +86.06% | 加仓 |
| 3 | CASY | Casey's General Stores Inc | +0.7% | +115.94% | 加仓 |
| 4 | SYY | Sysco CORP | +0.6% | +98.76% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.6% | +83.90% | 加仓 |
| 6 | UL | Unilever PLC | +0.3% | +952.67% | 加仓 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +104.75% | 加仓 |
| 8 | SO | Southern Co/the | +0.3% | +94.64% | 加仓 |
| 9 | LNT | Alliant Energy CORP | +0.2% | +91.66% | 加仓 |
| 10 | WM | Waste Management Inc | +0.2% | +112.57% | 加仓 |
| 11 | DUK | Duke Energy CORP | +0.2% | +92.76% | 加仓 |
| 12 | T | At&t Inc | +0.2% | +98.99% | 加仓 |
| 13 | CAH | Cardinal Health Inc | +0.2% | +101.26% | 加仓 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +95.62% | 加仓 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +101.12% | 加仓 |
| 16 | KR | Kroger Co | +0.1% | +85.00% | 加仓 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +95.63% | 加仓 |
| 18 | AVGO | Broadcom Inc | +0.1% | +26.41% | 加仓 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +364.50% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +92.10% | 加仓 |
| 21 | RSG | Republic Services Inc | +0.1% | +118.44% | 加仓 |
| 22 | ELF | Elf Beauty Inc | 0% | +39.28% | 加仓 |
| 23 | CAT | Caterpillar Inc | 0% | +29.35% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +46.75% | 加仓 |
| 25 | AMD | Advanced Micro Devices | 0% | +16.98% | 加仓 |
| 26 | VRT | Vertiv Holdings Co-a | 0% | +51.78% | 加仓 |
| 27 | SNOW | Snowflake Inc | 0% | +77.49% | 加仓 |
| 28 | NET | Cloudflare Inc - Class A | 0% | +63.42% | 加仓 |
| 29 | SNPS | Synopsys Inc | 0% | +43.67% | 加仓 |
| 30 | KTOS | Kratos Defense & Security | — | -25.68% | 减仓 |
| 31 | NUE | Nucor CORP | — | +17.51% | 加仓 |
| 32 | RBLX | Roblox CORP -class A | — | +51.22% | 减仓 |
| 33 | UAL | United Airlines Holdings Inc | — | +41.58% | 加仓 |
| 34 | NTNX | Nutanix Inc - A | — | +77.31% | 加仓 |
| 35 | POST | Post Holdings Inc | — | +70.00% | 加仓 |
| 36 | DKNG | Draftkings Inc-cl A | — | +41.89% | 加仓 |
| 37 | CWST | Casella Waste Systems Inc-a | — | +97.00% | 加仓 |
| 38 | CEG | Constellation Energy | — | +2.01% | 加仓 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +29.42% | 加仓 |
| 40 | SSBUSD | Southstate Bank CORP | 0% | +37.32% | 加仓 |
| 41 | CAVA | Cava Group Inc | 0% | +89.37% | 加仓 |
| 42 | IQV | Iqvia Holdings Inc | 0% | +31.99% | 加仓 |
| 43 | CDNS | Cadence Design Sys Inc | 0% | +12.34% | 加仓 |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +47.65% | 减仓 |
| 45 | NOW | Servicenow Inc | 0% | +22.49% | 加仓 |
| 46 | AXON | Axon Enterprise Inc | 0% | +2.21% | 减仓 |
| 47 | ITB | Ishares U.s. Home Constructi | 0% | -3.01% | 加仓 |
| 48 | OXY | Occidental Petroleum CORP | 0% | +4.65% | 加仓 |
| 49 | SPGI | S&p Global Inc | 0% | +1.09% | 减仓 |
| 50 | ETR | Entergy CORP | 0% | +61.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Liberty One Investment Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$10.0亿，共申报了 143 个公开持股仓位。
在 Q3 2025 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分别为：JNJ (3.8%)、CAH (3.8%)、LNT (3.7%)。其中最大持股仓位 JNJ 占据整体投资组合约 3.8% 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
NOC
市值: US$6007.6万
本季最大获利了结 / 清仓标的
CLX
前期市值: US$2970.6万
在 Q3 2025 季度中，Liberty One Investment Management, LLC 共进行了 157 项持仓异动，包含新建仓 11 个仓位、加仓 105 个仓位、减仓 27 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 NOC。 本季清仓仓位包含 CLX。
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。