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: 0001807328
申報總市值
US$10.0億
US$10.0億
143 檔
33.2%
根據最新整理的 13F 季度數據集，Liberty One Investment Management, LLC 於 Q3 2025 結束時的管理資產規模為 US$10.0億。該機構在本季度申報了 143 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q3 2025 的申報異動，Liberty One Investment Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 116 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Liberty One Investment Management, LLC 的前 5 大持股（包含 JNJ, CAH, LNT）貢獻了組合市值的 33.2%，形成該機構在 Q3 2025 季度的基本面基石。
| # | 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 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.83% | -0.62% | +83.90% | |
| 2 | CAH | Cardinal Health Inc | 股票-醫療保健 | 3.82% | -0.25% | +101.26% | |
| 3 | LNT | Alliant Energy CORP | 股票-公用事業 | 3.73% | -0.08% | +91.66% | |
| 4 | SO | Southern Co/the | 股票-公用事業 | 3.66% | -0.07% | +94.64% | |
| 5 | DUK | Duke Energy CORP | 股票-公用事業 | 3.63% | -0.21% | +92.76% | |
| 6 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.40% | -0.29% | +92.10% | |
| 7 | NOC | Northrop Grumman CORP | 股票-工業 | 3.38% | -0.85% | — | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.29% | +0.63% | +104.75% | |
| 9 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.26% | +0.03% | +93.58% | |
| 10 | KR | Kroger Co | 股票-非循環性消費 | 3.25% | -0.67% | +85.00% | |
| 11 | SYY | Sysco CORP | 股票-非循環性消費 | 3.18% | -1.57% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 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-非循環性消費 | 3.14% | -1.73% | EXIT | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.12% | +1.29% | +95.62% | |
| 16 | T | At&t Inc | 股票-通訊服務 | 3.04% | -0.70% | +98.99% | |
| 17 | RSG | Republic Services Inc | 股票-工業 | 3.04% | +0.15% | +118.44% | |
| 18 | WM | Waste Management Inc | 股票-工業 | 3.01% | -0.01% | +112.57% | |
| 19 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.88% | -0.47% | +115.94% | |
| 20 | CB | Chubb Limited | 股票-金融 | 2.88% | -0.13% | — | |
| 21 | MCK | Mckesson CORP | 股票-醫療保健 | 2.85% | -0.45% | — | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 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-公用事業 | 0.75% | -0.11% | +61.22% | |
| 26 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.75% | -0.14% | +73.28% | |
| 27 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.09% | +70.02% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | — | +60.93% | |
| 29 | ADC | Agree Realty CORP | 股票-房地產 | 0.62% | -0.02% | — | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | +0.11% | +26.41% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 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-工業 | 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-循環性消費 | 0.46% | +0.12% | +28.27% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 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-大型股與成長 | 0.44% | -0.16% | -1.16% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.08% | +31.64% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.42% | -0.20% | -2.53% | |
| 42 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 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-非循環性消費 | 0.40% | -0.08% | +32.36% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | +0.12% | +30.67% | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.40% | +0.01% | +29.83% | |
| 48 | O | Realty Income CORP | 股票-房地產 | 0.40% | +0.03% | +29.57% | |
| 49 | UL | Unilever PLC | 股票-非循環性消費 | 0.39% | — | +952.67% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.04% | +31.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +99.52% | 加碼 |
| 2 | LW | Lamb Weston Holdings Inc | +0.9% | +86.06% | 加碼 |
| 3 | CASY | Casey's General Stores Inc | +0.7% | +115.94% | 加碼 |
| 4 | SYY | Sysco CORP | +0.6% | +98.76% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.6% | +83.90% | 加碼 |
| 6 | UL | Unilever PLC | +0.3% | +952.67% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.3% | +104.75% | 加碼 |
| 8 | SO | Southern Co/the | +0.3% | +94.64% | 加碼 |
| 9 | LNT | Alliant Energy CORP | +0.2% | +91.66% | 加碼 |
| 10 | WM | Waste Management Inc | +0.2% | +112.57% | 加碼 |
| 11 | DUK | Duke Energy CORP | +0.2% | +92.76% | 加碼 |
| 12 | T | At&t Inc | +0.2% | +98.99% | 加碼 |
| 13 | CAH | Cardinal Health Inc | +0.2% | +101.26% | 加碼 |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +95.62% | 加碼 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +101.12% | 加碼 |
| 16 | KR | Kroger Co | +0.1% | +85.00% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +95.63% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +26.41% | 加碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +364.50% | 加碼 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +92.10% | 加碼 |
| 21 | RSG | Republic Services Inc | +0.1% | +118.44% | 加碼 |
| 22 | ELF | Elf Beauty Inc | 0% | +39.28% | 加碼 |
| 23 | CAT | Caterpillar Inc | 0% | +29.35% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +46.75% | 加碼 |
| 25 | AMD | Advanced Micro Devices | 0% | +16.98% | 加碼 |
| 26 | VRT | Vertiv Holdings Co-a | 0% | +51.78% | 加碼 |
| 27 | SNOW | Snowflake Inc | 0% | +77.49% | 加碼 |
| 28 | NET | Cloudflare Inc - Class A | 0% | +63.42% | 加碼 |
| 29 | SNPS | Synopsys Inc | 0% | +43.67% | 加碼 |
| 30 | KTOS | Kratos Defense & Security | — | -25.68% | 減碼 |
| 31 | NUE | Nucor CORP | — | +17.51% | 加碼 |
| 32 | RBLX | Roblox CORP -class A | — | +51.22% | 減碼 |
| 33 | UAL | United Airlines Holdings Inc | — | +41.58% | 加碼 |
| 34 | NTNX | Nutanix Inc - A | — | +77.31% | 加碼 |
| 35 | POST | Post Holdings Inc | — | +70.00% | 加碼 |
| 36 | DKNG | Draftkings Inc-cl A | — | +41.89% | 加碼 |
| 37 | CWST | Casella Waste Systems Inc-a | — | +97.00% | 加碼 |
| 38 | CEG | Constellation Energy | — | +2.01% | 加碼 |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +29.42% | 加碼 |
| 40 | SSBUSD | Southstate Bank CORP | 0% | +37.32% | 加碼 |
| 41 | CAVA | Cava Group Inc | 0% | +89.37% | 加碼 |
| 42 | IQV | Iqvia Holdings Inc | 0% | +31.99% | 加碼 |
| 43 | CDNS | Cadence Design Sys Inc | 0% | +12.34% | 加碼 |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +47.65% | 減碼 |
| 45 | NOW | Servicenow Inc | 0% | +22.49% | 加碼 |
| 46 | AXON | Axon Enterprise Inc | 0% | +2.21% | 減碼 |
| 47 | ITB | Ishares U.s. Home Constructi | 0% | -3.01% | 加碼 |
| 48 | OXY | Occidental Petroleum CORP | 0% | +4.65% | 加碼 |
| 49 | SPGI | S&p Global Inc | 0% | +1.09% | 減碼 |
| 50 | ETR | Entergy CORP | 0% | +61.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Liberty One Investment Management, LLC 在 Q3 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 143 個公開持股部位。
在 Q3 2025 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分別為：JNJ (3.8%)、CAH (3.8%)、LNT (3.7%)。其中最大持股部位 JNJ 佔據整體投資組合約 3.8% 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
NOC
市值: US$6007.6萬
本季最大獲利了結 / 清倉標的
CLX
前期市值: US$2970.6萬
在 Q3 2025 季度中，Liberty One Investment Management, LLC 共進行了 157 項持倉異動，包含新建倉 11 個部位、加碼 105 個部位、減碼 27 個部位以及清倉 14 個部位。 其中最大新建倉標的為 NOC。 本季清倉部位包含 CLX。
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。