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。
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CIK: 0001807328
申報總市值
US$10.0億
US$10.0億
181 檔
17.3%
Liberty One Investment Management, LLC 在 Q3 2024 季度的美股部位總計估值為 US$10.0億，分散於 181 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q3 2024 申報觀察，Liberty One Investment Management, LLC 採取防禦導向的調倉策略，本季減碼 114 檔個股並出清 0 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 SPTL, LMT, LLY）累計市值佔比達 17.3%，是驅動 Liberty One Investment Management, LLC 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 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 3.93% | — | -2.24% | |
| 2 | LMT | Lockheed Martin CORP | 股票-工業 | 3.58% | — | -0.77% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.39% | +0.63% | -2.48% | |
| 4 | SO | Southern Co/the | 股票-公用事業 | 3.39% | -0.07% | -0.07% | |
| 5 | LNT | Alliant Energy CORP | 股票-公用事業 | 3.35% | -0.08% | +0.73% | |
| 6 | DUK | Duke Energy CORP | 股票-公用事業 | 3.30% | -0.21% | +0.30% | |
| 7 | CLX | Clorox Company | 股票-非循環性消費 | 3.28% | — | +1.52% | |
| 8 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.27% | +0.03% | +0.54% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.22% | -0.29% | +1.79% | |
| 10 | CAH | Cardinal Health Inc | 股票-醫療保健 | 3.14% | -0.25% | +1.20% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.07% | +0.26% | +1.23% | |
| 12 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 3.01% | — | +1.28% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.99% | -0.62% | +1.86% | |
| 14 | PFE | Pfizer Inc | 股票-醫療保健 | 2.82% | — | +3.07% | |
| 15 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 2.71% | — | +0.63% | |
| 16 | RSG | Republic Services Inc | 股票-工業 | 2.71% | +0.15% | -1.18% | |
| 17 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 2.71% | — | +3.23% | |
| 18 | WM | Waste Management Inc | 股票-工業 | 2.66% | -0.01% | -0.14% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.61% | +0.12% | +1.30% | |
| 20 | SYY | Sysco CORP | 股票-非循環性消費 | 2.57% | -1.57% | EXIT | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 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-循環性消費 | 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-通訊服務 | 0.95% | -0.09% | -3.33% | |
| 26 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.87% | -0.14% | -2.65% | |
| 27 | NWE | Northwestern Energy Group In | 股票-公用事業 | 0.82% | — | -2.12% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.81% | -0.16% | -1.67% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 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-通訊服務 | 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-公用事業 | 0.61% | -0.04% | +2.35% | |
| 34 | RTX | Rtx CORP | 股票-工業 | 0.57% | -0.05% | +3.04% | |
| 35 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.56% | +0.10% | +2.88% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-非循環性消費 | 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-工業 | 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-房地產 | 0.48% | +0.11% | +4.90% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.48% | +0.01% | +3.88% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.48% | +0.12% | +5.69% | |
| 48 | TJX | Tjx Companies Inc | 股票-循環性消費 | 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% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CASY | Casey's General Stores Inc | +1.7% | +1582.09% | 加碼 |
| 2 | LMT | Lockheed Martin CORP | +0.4% | -0.77% | 減碼 |
| 3 | CLX | Clorox Company | +0.3% | +1.52% | 加碼 |
| 4 | MCD | Mcdonald's CORP | +0.3% | +1.79% | 加碼 |
| 5 | LNT | Alliant Energy CORP | +0.3% | +0.73% | 加碼 |
| 6 | SO | Southern Co/the | +0.2% | -0.07% | 減碼 |
| 7 | DUK | Duke Energy CORP | +0.2% | +0.30% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | +0.54% | 加碼 |
| 9 | CAH | Cardinal Health Inc | +0.1% | +1.20% | 加碼 |
| 10 | MDLZ | Mondelez International Inc-a | +0.1% | +1.30% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +1.86% | 加碼 |
| 12 | GILD | Gilead Sciences Inc | +0.1% | -2.65% | 減碼 |
| 13 | AFL | Aflac Inc | +0.1% | +3.41% | 加碼 |
| 14 | RTX | Rtx CORP | +0.1% | +3.04% | 加碼 |
| 15 | KDP | Keurig Dr Pepper Inc | +0.1% | +0.63% | 加碼 |
| 16 | NEE | Nextera Energy Inc | +0.1% | +2.35% | 加碼 |
| 17 | BLKCHF | Blackrock Inc | +0.1% | +4.66% | 加碼 |
| 18 | O | Realty Income CORP | +0.1% | +5.74% | 加碼 |
| 19 | HD | Home Depot Inc | +0.1% | +5.69% | 加碼 |
| 20 | DOX | Amdocs Limited | +0.1% | +2.73% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +3.48% | 加碼 |
| 22 | CAT | Caterpillar Inc | +0.1% | +4.74% | 加碼 |
| 23 | FR | First Industrial Realty Tr | +0.1% | +5.28% | 加碼 |
| 24 | TRV | Travelers Cos Inc/the | +0.1% | +5.32% | 加碼 |
| 25 | EXR | Extra Space Storage Inc | 0% | +4.90% | 加碼 |
| 26 | MDT | Medtronic plc | 0% | +6.57% | 加碼 |
| 27 | UNH | Unitedhealth Group Inc | 0% | +4.44% | 加碼 |
| 28 | BAX | Baxter International Inc | 0% | +6.78% | 加碼 |
| 29 | PLD | Prologis Inc | 0% | +5.32% | 加碼 |
| 30 | DE | Deere & Co | 0% | +6.88% | 加碼 |
| 31 | HR | Healthcare Realty Trust Inc | 0% | +6.00% | 加碼 |
| 32 | BABA | Alibaba Group Holding-sp Adr | 0% | -2.65% | 減碼 |
| 33 | SYY | Sysco CORP | 0% | +1.52% | 加碼 |
| 34 | AAPL | Apple Inc | 0% | +3.28% | 加碼 |
| 35 | RSPU | Invesco S&p 500 Equal Weight | 0% | -0.69% | 減碼 |
| 36 | CAVA | Cava Group Inc | 0% | -6.63% | 減碼 |
| 37 | XTL | Ss Spdr S&p Telecom ETF | 0% | -2.05% | 減碼 |
| 38 | LNTH | Lantheus Holdings Inc | 0% | -6.26% | 減碼 |
| 39 | NWE | Northwestern Energy Group In | 0% | -2.12% | 減碼 |
| 40 | GS | Goldman Sachs Group Inc | 0% | +4.10% | 加碼 |
| 41 | AVGO | Broadcom Inc | 0% | +935.64% | 加碼 |
| 42 | TJX | Tjx Companies Inc | 0% | +4.27% | 加碼 |
| 43 | TXN | Texas Instruments Inc | 0% | +5.12% | 加碼 |
| 44 | RWJ | Invesco S&p Smallcap 600 | 0% | +1.05% | 加碼 |
| 45 | NGG | National Grid Plc-sp Adr | 0% | -0.59% | 減碼 |
| 46 | MELI | Mercadolibre Inc | 0% | -5.37% | 減碼 |
| 47 | INGR | Ingredion Inc | 0% | -4.19% | 減碼 |
| 48 | KTOS | Kratos Defense & Security | 0% | -4.94% | 減碼 |
| 49 | CL | Colgate-palmolive Co | — | +2.88% | 加碼 |
| 50 | HSY | Hershey Co/the | — | +6.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Liberty One Investment Management, LLC 在 Q3 2024 季度的美股持倉總市值約為 US$10.0億，共申報了 181 個公開持股部位。
在 Q3 2024 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分別為：SPTL (3.9%)、LMT (3.6%)、LLY (3.4%)。其中最大持股部位 SPTL 佔據整體投資組合約 3.9% 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。
本季最大獲利了結 / 清倉標的
SPTL
前期市值: US$3680.2萬
在 Q3 2024 季度中，Liberty One Investment Management, LLC 共進行了 181 項持倉異動，包含新建倉 0 個部位、加碼 67 個部位、減碼 114 個部位以及清倉 0 個部位。
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。