13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001533497
申報總市值
US$11.5億
US$11.5億
49 檔
41.5%
Liberty Mutual Group Asset Management Inc. 在 Q3 2024 季度的美股部位總計估值為 US$11.5億，分散於 49 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Liberty Mutual Group Asset Management Inc. 於 Q3 2024 季度持續回收資金，對 26 個既有部位進行裁減並清倉 81 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 SPY, LQD, USHY）累計市值佔比達 41.5%，是驅動 Liberty Mutual Group Asset Management Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 22.34% | +4.59% | — | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 21.20% | — | — | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 13.12% | +0.42% | — | |
| 4 | QXO | Qxo Inc | 股票-工業 | 9.80% | -0.19% | — | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 5.62% | — | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.81% | — | -66.29% | |
| 7 | AMT | American Tower CORP | 股票-房地產 | 1.83% | — | -10.24% | |
| 8 | EQIX | Equinix Inc | 股票-房地產 | 1.79% | — | -8.90% | |
| 9 | PLD | Prologis Inc | 股票-房地產 | 1.43% | — | -12.41% | |
| 10 | AMPSUSD | Altus Power Inc | 股票-其他 | 1.41% | — | — | |
| 11 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.18% | — | -7.52% | |
| 12 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.05% | — | -7.56% | |
| 13 | WELL | Welltower Inc | 股票-房地產 | 1.01% | — | -40.50% | |
| 14 | VICI | Vici Properties Inc | 股票-房地產 | 0.96% | — | -3.77% | |
| 15 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.91% | — | -15.95% | |
| 16 | REG | Regency Centers CORP | 股票-房地產 | 0.86% | — | -1.32% | |
| 17 | ADC | Agree Realty CORP | 股票-房地產 | 0.83% | — | -16.06% | |
| 18 | VTR | Ventas Inc | 股票-房地產 | 0.68% | — | +177.25% | |
| 19 | FRT | Federal Realty Invs Trust | 股票-房地產 | 0.59% | — | +17.74% | |
| 20 | SPG | Simon Property Group Inc | 股票-房地產 | 0.58% | — | -16.42% | |
| 21 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.51% | — | -22.18% | |
| 22 | SUI | Sun Communities Inc | 股票-房地產 | 0.49% | — | -27.49% | |
| 23 | DOC | Healthpeak Properties Inc | 股票-房地產 | 0.49% | — | -9.22% | |
| 24 | CUBE | Cubesmart | 股票-房地產 | 0.49% | — | +0.46% | |
| 25 | RHP | Ryman Hospitality Properties | 股票-房地產 | 0.49% | — | -8.08% | |
| 26 | INVH | Invitation Homes Inc | 股票-房地產 | 0.48% | — | -16.36% | |
| 27 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.48% | — | +68.35% | |
| 28 | EPR | Epr Properties | 股票-房地產 | 0.48% | — | -2.07% | |
| 29 | SMC | Summit Midstream CORP | 股票-其他 | 0.45% | — | — | |
| 30 | BXP | Bxp Inc | 股票-房地產 | 0.44% | — | -11.01% | |
| 31 | AFRM | Affirm Holdings Inc | 股票-金融 | 0.43% | +0.24% | — | |
| 32 | EPRT | Essential Properties Realty | 股票-房地產 | 0.42% | — | -4.97% | |
| 33 | CCI | Crown Castle Inc | 股票-房地產 | 0.42% | — | -16.67% | |
| 34 | REXR | Rexford Industrial Realty In | 股票-房地產 | 0.40% | — | -39.88% | |
| 35 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.40% | — | +27.15% | |
| 36 | STAG | Stag Industrial Inc | 股票-房地產 | 0.39% | — | -9.91% | |
| 37 | LINE | Lineage Inc | 股票-其他 | 0.33% | — | — | |
| 38 | PCH | Potlatchdeltic CORP | 股票-其他 | 0.31% | — | -9.82% | |
| 39 | CUZ | Cousins Properties Inc | 股票-房地產 | 0.29% | — | -6.08% | |
| 40 | PACS | Pacs Group Inc | 股票-其他 | 0.23% | — | — | |
| 41 | PSA | Public Storage | 股票-房地產 | 0.16% | — | +97.70% | |
| 42 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.13% | — | — | |
| 43 | KORE | Kore Group Holdings Inc | 股票-其他 | 0.11% | +0.03% | — | |
| 44 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 0.08% | — | -27.91% | |
| 45 | RBRK | Rubrik Inc-a | 股票-科技 | 0.04% | +0.01% | — | |
| 46 | FRSH | Freshworks Inc-cl A | 股票-其他 | 0.03% | — | — | |
| 47 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.03% | -36.17% | — | |
| 48 | OPEN | Opendoor Technologies Inc | 股票-房地產 | 0.01% | — | — | |
| 49 | GCTS-WS | Concord Acq Cl A -cw28 | 股票-其他 | — | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +22.3% | NEW | 新建倉 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +21.2% | NEW | 新建倉 |
| 3 | USHY | Ishares Broad Usd High Yield | +13.1% | NEW | 新建倉 |
| 4 | QXO | Qxo Inc | +9.8% | NEW | 新建倉 |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | +5.6% | NEW | 新建倉 |
| 6 | VTR | Ventas Inc | +0.5% | +177.25% | 加碼 |
| 7 | SMC | Summit Midstream CORP | +0.5% | NEW | 新建倉 |
| 8 | LINE | Lineage Inc | +0.3% | NEW | 新建倉 |
| 9 | PACS | Pacs Group Inc | +0.2% | NEW | 新建倉 |
| 10 | EGP | Eastgroup Properties Inc | +0.2% | +68.35% | 加碼 |
| 11 | FRT | Federal Realty Invs Trust | +0.2% | +17.74% | 加碼 |
| 12 | AMT | American Tower CORP | +0.2% | -10.24% | 減碼 |
| 13 | EQIX | Equinix Inc | +0.2% | -8.90% | 減碼 |
| 14 | OHI | Omega Healthcare Investors | +0.1% | +27.15% | 加碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 16 | REG | Regency Centers CORP | +0.1% | -1.32% | 減碼 |
| 17 | VICI | Vici Properties Inc | +0.1% | -3.77% | 減碼 |
| 18 | AFRM | Affirm Holdings Inc | +0.1% | — | 不變 |
| 19 | KORE | Kore Group Holdings Inc | +0.1% | NEW | 新建倉 |
| 20 | PSA | Public Storage | +0.1% | +97.70% | 加碼 |
| 21 | CUBE | Cubesmart | +0.1% | +0.46% | 加碼 |
| 22 | EXR | Extra Space Storage Inc | +0.1% | -7.56% | 減碼 |
| 23 | EPR | Epr Properties | +0.1% | -2.07% | 減碼 |
| 24 | BXP | Bxp Inc | +0.1% | -11.01% | 減碼 |
| 25 | EPRT | Essential Properties Realty | +0.1% | -4.97% | 減碼 |
| 26 | CUZ | Cousins Properties Inc | +0.1% | -6.08% | 減碼 |
| 27 | RBRK | Rubrik Inc-a | 0% | NEW | 新建倉 |
| 28 | DOC | Healthpeak Properties Inc | 0% | -9.22% | 減碼 |
| 29 | ADC | Agree Realty CORP | 0% | -16.06% | 減碼 |
| 30 | AVB | Avalonbay Communities Inc | 0% | -7.52% | 減碼 |
| 31 | FRSH | Freshworks Inc-cl A | 0% | NEW | 新建倉 |
| 32 | PLD | Prologis Inc | 0% | -12.41% | 減碼 |
| 33 | CCI | Crown Castle Inc | 0% | -16.67% | 減碼 |
| 34 | PCH | Potlatchdeltic CORP | 0% | -9.82% | 減碼 |
| 35 | STAG | Stag Industrial Inc | 0% | -9.91% | 減碼 |
| 36 | RHP | Ryman Hospitality Properties | 0% | -8.08% | 減碼 |
| 37 | CRGY | Crescent Energy Inc-a | — | — | 不變 |
| 38 | OPEN | Opendoor Technologies Inc | — | — | 不變 |
| 39 | CNDAW | Concord Acquisition A -cw28 | — | EXIT | 清倉 |
| 40 | GCTS-WS | Concord Acq Cl A -cw28 | — | — | 不變 |
| 41 | SPG | Simon Property Group Inc | 0% | -16.42% | 減碼 |
| 42 | VTMX | CORP Inmobiliaria Vesta-adr | 0% | EXIT | 清倉 |
| 43 | MAA | Mid-america Apartment Comm | 0% | -15.95% | 減碼 |
| 44 | HST | Host Hotels & Resorts Inc | 0% | -27.91% | 減碼 |
| 45 | ETSY 0.125 10-01-26債券 | Etsy Inc | 0% | EXIT | 清倉 |
| 46 | DDD 0 11-15-26債券 | 3d Systems CORP | 0% | EXIT | 清倉 |
| 47 | JBTM 0.25 05-15-26債券 | Jbt Marel CORP | 0% | EXIT | 清倉 |
| 48 | TDOC 1.25 06-01-27債券 | Teladoc Health Inc | 0% | EXIT | 清倉 |
| 49 | DOCN 0 12-01-26債券 | Digitalocean Holdings | -0.1% | EXIT | 清倉 |
| 50 | CABO 0 03-15-26債券 | Cable One Inc | -0.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Liberty Mutual Group Asset Management Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$11.5億，共申報了 49 個公開持股部位。
在 Q3 2024 季度，Liberty Mutual Group Asset Management Inc. 按市值排列的前三大核心持股分別為：SPY (22.3%)、LQD (21.2%)、USHY (13.1%)。其中最大持股部位 SPY 佔據整體投資組合約 22.3% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
SPY
市值: US$1.5億
本季最大獲利了結 / 清倉標的
BKLN
前期市值: US$3.0億
在 Q3 2024 季度中，Liberty Mutual Group Asset Management Inc. 共進行了 125 項持倉異動，包含新建倉 12 個部位、加碼 6 個部位、減碼 26 個部位以及清倉 81 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 BKLN。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。