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
154 檔
16.6%
根据最新整理的 13F 季度数据集，Liberty One Investment Management, LLC 于 Q1 2026 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 154 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，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 21 个新仓位，并对 124 个既有持股进行加仓（合计增持 145 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, NOC 等）合计占整体申报市值的 16.6%，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 | 3.93% | -0.62% | +8.45% | |
| 2 | CAH | Cardinal Health Inc | 股票-医疗保健 | 3.63% | -0.25% | +8.17% | |
| 3 | NOC | Northrop Grumman CORP | 股票-工业 | 3.26% | -0.85% | +13.93% | |
| 4 | LNT | Alliant Energy CORP | 股票-公用事业 | 3.20% | -0.08% | +12.49% | |
| 5 | DUK | Duke Energy CORP | 股票-公用事业 | 3.13% | -0.21% | +13.18% | |
| 6 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.11% | +0.03% | +12.34% | |
| 7 | KR | Kroger Co | 股票-非周期性消费 | 3.07% | -0.67% | +14.42% | |
| 8 | T | At&t Inc | 股票-通信服务 | 3.05% | -0.70% | +14.56% | |
| 9 | SO | Southern Co/the | 股票-公用事业 | 3.03% | -0.07% | +13.60% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 3.00% | +0.63% | +21.81% | |
| 11 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.90% | -0.29% | +13.46% | |
| 12 | MCK | Mckesson CORP | 股票-医疗保健 | 2.61% | -0.45% | +11.64% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.60% | -0.13% | +8.54% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.58% | +0.26% | +15.55% | |
| 15 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 2.45% | -0.47% | +7.26% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.43% | +0.41% | +36.58% | |
| 17 | WM | Waste Management Inc | 股票-工业 | 2.39% | -0.01% | +12.38% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.34% | +1.29% | +19.05% | |
| 19 | MSI | Motorola Solutions Inc | 股票-科技 | 2.14% | +0.08% | +11.61% | |
| 20 | RSG | Republic Services Inc | 股票-工业 | 2.12% | +0.15% | +11.17% | |
| 21 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 2.03% | -0.42% | +7.71% | |
| 22 | LW | Lamb Weston Holdings Inc | 股票-非周期性消费 | 1.73% | -1.73% | EXIT | |
| 23 | SYY | Sysco CORP | 股票-非周期性消费 | 1.57% | -1.57% | EXIT | |
| 24 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.55% | +0.12% | -16.87% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.25% | +0.17% | +119.74% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | +0.11% | +141.87% | |
| 27 | SPCT | Liberty One Spectrum ETF | ETF-其他 | 1.16% | +0.57% | — | |
| 28 | CAT | Caterpillar Inc | 股票-工业 | 0.83% | +0.04% | +19.57% | |
| 29 | ETR | Entergy CORP | 股票-公用事业 | 0.79% | -0.11% | +7.57% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.74% | -0.05% | +22.99% | |
| 31 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.73% | -0.14% | +4.18% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.15% | +30.48% | |
| 33 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.66% | +0.03% | +30.30% | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.66% | +0.08% | +37.35% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.65% | -0.09% | -43.52% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.65% | -0.08% | +27.55% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.65% | +0.12% | +37.64% | |
| 38 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.65% | -0.04% | +29.77% | |
| 39 | PLD | Prologis Inc | 股票-房地产 | 0.64% | +0.01% | +37.28% | |
| 40 | EASY | Liberty One Def Div Growth | ETF-其他 | 0.63% | +0.47% | — | |
| 41 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.63% | -0.05% | +27.08% | |
| 42 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.62% | -0.08% | +30.35% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.61% | +0.07% | +31.51% | |
| 44 | ADC | Agree Realty CORP | 股票-房地产 | 0.61% | -0.02% | +8.37% | |
| 45 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 0.61% | -0.04% | +33.05% | |
| 46 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.60% | +0.10% | +33.26% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.07% | +1079.83% | |
| 48 | FR | First Industrial Realty Tr | 股票-房地产 | 0.59% | +0.03% | +30.21% | |
| 49 | O | Realty Income CORP | 股票-房地产 | 0.57% | +0.03% | +31.52% | |
| 50 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.57% | +0.09% | +30.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +0.5% | +1079.83% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.5% | +141.87% | 加仓 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +119.74% | 加仓 |
| 4 | NOC | Northrop Grumman CORP | +0.3% | +13.93% | 加仓 |
| 5 | CASY | Casey's General Stores Inc | +0.3% | +7.26% | 加仓 |
| 6 | T | At&t Inc | +0.2% | +14.56% | 加仓 |
| 7 | CVX | Chevron CORP | +0.2% | +30.48% | 加仓 |
| 8 | KR | Kroger Co | +0.2% | +14.42% | 加仓 |
| 9 | IUSV | Ishares Core S&p U.s. Value | +0.2% | +1345.85% | 加仓 |
| 10 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | +1365.03% | 加仓 |
| 11 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +1389.39% | 加仓 |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1378.57% | 加仓 |
| 13 | CAT | Caterpillar Inc | +0.1% | +19.57% | 加仓 |
| 14 | DE | Deere & Co | +0.1% | +31.51% | 加仓 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +8.45% | 加仓 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +29.77% | 加仓 |
| 17 | HON | Honeywell International Inc | +0.1% | +34.37% | 加仓 |
| 18 | HSY | Hershey Co/the | +0.1% | +30.35% | 加仓 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +34.11% | 加仓 |
| 20 | TXN | Texas Instruments Inc | +0.1% | +33.68% | 加仓 |
| 21 | TMUS | T-mobile US Inc | +0.1% | +44.17% | 加仓 |
| 22 | TSN | Tyson Foods Inc-cl A | +0.1% | +33.05% | 加仓 |
| 23 | WMT | Walmart Inc | +0.1% | +27.55% | 加仓 |
| 24 | PLD | Prologis Inc | +0.1% | +37.28% | 加仓 |
| 25 | CL | Colgate-palmolive Co | +0.1% | +33.26% | 加仓 |
| 26 | O | Realty Income CORP | +0.1% | +31.52% | 加仓 |
| 27 | DUK | Duke Energy CORP | +0.1% | +13.18% | 加仓 |
| 28 | SO | Southern Co/the | +0.1% | +13.60% | 加仓 |
| 29 | EXR | Extra Space Storage Inc | +0.1% | +37.27% | 加仓 |
| 30 | JPIE | Jpmorgan Income ETF | +0.1% | +45.05% | 加仓 |
| 31 | NUE | Nucor CORP | +0.1% | +215.85% | 加仓 |
| 32 | OXY | Occidental Petroleum CORP | +0.1% | +1512.66% | 加仓 |
| 33 | MSI | Motorola Solutions Inc | 0% | +11.61% | 加仓 |
| 34 | ETR | Entergy CORP | 0% | +7.57% | 加仓 |
| 35 | TJX | Tjx Companies Inc | 0% | +27.08% | 加仓 |
| 36 | FR | First Industrial Realty Tr | 0% | +30.21% | 加仓 |
| 37 | FLXR | Tcw Flexible Income ETF | 0% | +45.05% | 加仓 |
| 38 | EVSD | Eaton Vance Shrt Dur Inc | 0% | +45.05% | 加仓 |
| 39 | VMBS | Vanguard Mortgage-backed Sec | 0% | +45.05% | 加仓 |
| 40 | AGG | Ishares Core U.s. Aggregate | 0% | +45.05% | 加仓 |
| 41 | RTX | Rtx CORP | 0% | +22.99% | 加仓 |
| 42 | AAPL | Apple Inc | 0% | +37.35% | 加仓 |
| 43 | TRV | Travelers Cos Inc/the | 0% | +30.31% | 加仓 |
| 44 | HR | Healthcare Realty Trust Inc | 0% | +31.27% | 加仓 |
| 45 | AFL | Aflac Inc | 0% | +31.50% | 加仓 |
| 46 | PYLD | Pimco Multisector Bond Actv | 0% | +45.05% | 加仓 |
| 47 | VCLT | Vanguard Long-term CORP Bond | 0% | +45.05% | 加仓 |
| 48 | AMD | Advanced Micro Devices | 0% | +63.83% | 加仓 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 0% | +89.16% | 加仓 |
| 50 | CAVA | Cava Group Inc | 0% | +18.38% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Liberty One Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.0亿，共申报了 154 个公开持股仓位。
在 Q1 2026 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分别为：JNJ (3.9%)、CAH (3.6%)、NOC (3.3%)。其中最大持股仓位 JNJ 占据整体投资组合约 3.9% 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
SPCT
市值: US$1124.3万
本季最大获利了结 / 清仓标的
PEP
前期市值: US$526.3万
在 Q1 2026 季度中，Liberty One Investment Management, LLC 共进行了 166 项持仓异动，包含新建仓 21 个仓位、加仓 124 个仓位、减仓 9 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 SPCT。 本季清仓仓位包含 PEP。
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。