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
145 檔
13.9%
在 Q4 2025 的 13F 官方備案中，Liberty One Investment Management, LLC 管理的美股投資組合規模來到 US$10.0億，整體持股檔數為 145 檔。
從 Q4 2025 申報觀察，Liberty One Investment Management, LLC 採取防禦導向的調倉策略，本季減碼 126 檔個股並出清 13 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Liberty One Investment Management, LLC 的前 5 大核心持股（包含 CAH, JNJ, LLY 等）合計佔整體申報市值的 13.9%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
UL
市值: US$459.8萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$701.3萬
| # | 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 | CAH | Cardinal Health Inc | 股票-醫療保健 | 4.04% | -0.25% | -64.46% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.81% | -0.62% | -60.76% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.57% | +0.63% | -66.13% | |
| 4 | LNT | Alliant Energy CORP | 股票-公用事業 | 3.19% | -0.08% | -60.99% | |
| 5 | KO | Coca-cola Co/the | 股票-非循環性消費 | 3.15% | +0.03% | -59.68% | |
| 6 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.11% | -0.29% | -59.90% | |
| 7 | DUK | Duke Energy CORP | 股票-公用事業 | 3.07% | -0.21% | -60.74% | |
| 8 | SO | Southern Co/the | 股票-公用事業 | 2.98% | -0.07% | -60.94% | |
| 9 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.97% | +1.29% | -56.08% | |
| 10 | NOC | Northrop Grumman CORP | 股票-工業 | 2.96% | -0.85% | -58.80% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | +0.41% | -56.86% | |
| 12 | KR | Kroger Co | 股票-非循環性消費 | 2.87% | -0.67% | -58.09% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.85% | -0.13% | -60.66% | |
| 14 | T | At&t Inc | 股票-通訊服務 | 2.83% | -0.70% | -53.57% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 2.75% | -0.45% | -60.04% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.75% | +0.26% | -58.89% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 2.52% | -0.01% | -63.03% | |
| 18 | SYY | Sysco CORP | 股票-非循環性消費 | 2.48% | -1.57% | EXIT | |
| 19 | RSG | Republic Services Inc | 股票-工業 | 2.29% | +0.15% | -64.19% | |
| 20 | LW | Lamb Weston Holdings Inc | 股票-非循環性消費 | 2.23% | -1.73% | EXIT | |
| 21 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 2.19% | -0.42% | -63.24% | |
| 22 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 2.16% | +0.12% | -60.30% | |
| 23 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.15% | -0.47% | -66.35% | |
| 24 | MSI | Motorola Solutions Inc | 股票-科技 | 2.10% | +0.08% | -59.69% | |
| 25 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.16% | -0.09% | -24.57% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.17% | +138.38% | |
| 27 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.77% | -0.14% | -59.11% | |
| 28 | ETR | Entergy CORP | 股票-公用事業 | 0.75% | -0.11% | -55.80% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.71% | -0.05% | -45.88% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.70% | +0.04% | -48.18% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.11% | -47.66% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.67% | — | -54.03% | |
| 33 | ADC | Agree Realty CORP | 股票-房地產 | 0.67% | -0.02% | -53.22% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.65% | +0.03% | -50.32% | |
| 35 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.65% | +0.12% | -41.14% | |
| 36 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型股與成長 | 0.64% | -0.20% | -33.63% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.63% | +0.08% | -44.89% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.62% | -0.20% | -34.49% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.60% | -0.16% | -41.57% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.05% | -44.86% | |
| 41 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.59% | +0.13% | — | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.08% | -46.70% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.57% | -0.08% | -46.11% | |
| 44 | PLD | Prologis Inc | 股票-房地產 | 0.56% | +0.01% | -44.06% | |
| 45 | FR | First Industrial Realty Tr | 股票-房地產 | 0.55% | +0.03% | -41.11% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.54% | +0.09% | -44.25% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.53% | -0.04% | -42.37% | |
| 48 | AFL | Aflac Inc | 股票-金融 | 0.52% | +0.06% | -43.46% | |
| 49 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.52% | +0.10% | -36.68% | |
| 50 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 0.52% | -0.04% | -39.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +138.38% | 加碼 |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +2108.43% | 加碼 |
| 3 | VZ | Verizon Communications Inc | +0.4% | -24.57% | 減碼 |
| 4 | TMUS | T-mobile US Inc | +0.4% | +1056.66% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.3% | -66.13% | 減碼 |
| 6 | XLV | Ss Health Care Select Sector | +0.3% | -34.49% | 減碼 |
| 7 | CAH | Cardinal Health Inc | +0.2% | -64.46% | 減碼 |
| 8 | SPGP | Invesco S&p 500 Garp ETF | +0.2% | -33.63% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.2% | -48.18% | 減碼 |
| 10 | RTX | Rtx CORP | +0.2% | -45.88% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | -41.14% | 減碼 |
| 12 | FR | First Industrial Realty Tr | +0.2% | -41.11% | 減碼 |
| 13 | TSN | Tyson Foods Inc-cl A | +0.2% | -39.34% | 減碼 |
| 14 | AAPL | Apple Inc | +0.2% | -44.89% | 減碼 |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | -41.57% | 減碼 |
| 16 | PLD | Prologis Inc | +0.2% | -44.06% | 減碼 |
| 17 | CL | Colgate-palmolive Co | +0.2% | -36.68% | 減碼 |
| 18 | TJX | Tjx Companies Inc | +0.2% | -44.86% | 減碼 |
| 19 | NEE | Nextera Energy Inc | +0.2% | -42.37% | 減碼 |
| 20 | WMT | Walmart Inc | +0.1% | -46.11% | 減碼 |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | -35.72% | 減碼 |
| 22 | AVUV | Avantis US Small Cap Value | +0.1% | -35.69% | 減碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | -47.66% | 減碼 |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -50.32% | 減碼 |
| 25 | TRV | Travelers Cos Inc/the | +0.1% | -44.25% | 減碼 |
| 26 | CVX | Chevron CORP | +0.1% | -40.64% | 減碼 |
| 27 | DE | Deere & Co | +0.1% | -42.25% | 減碼 |
| 28 | DPZ | Domino's Pizza Inc | +0.1% | -39.04% | 減碼 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -46.70% | 減碼 |
| 30 | AFL | Aflac Inc | +0.1% | -43.46% | 減碼 |
| 31 | HSY | Hershey Co/the | +0.1% | -42.11% | 減碼 |
| 32 | INTU | Intuit Inc | +0.1% | -41.62% | 減碼 |
| 33 | TXN | Texas Instruments Inc | +0.1% | -39.22% | 減碼 |
| 34 | RSPU | Invesco S&p 500 Equal Weight | +0.1% | -22.14% | 減碼 |
| 35 | XMLV | Invesco S&p Midcap Low Volat | +0.1% | -21.53% | 減碼 |
| 36 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -21.50% | 減碼 |
| 37 | NOBL | Proshares S&p 500 Dividend A | +0.1% | -21.44% | 減碼 |
| 38 | HR | Healthcare Realty Trust Inc | +0.1% | -41.84% | 減碼 |
| 39 | O | Realty Income CORP | +0.1% | -40.27% | 減碼 |
| 40 | HON | Honeywell International Inc | +0.1% | -39.14% | 減碼 |
| 41 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | -21.44% | 減碼 |
| 42 | EXR | Extra Space Storage Inc | +0.1% | -39.27% | 減碼 |
| 43 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -31.88% | 減碼 |
| 44 | COST | Costco Wholesale CORP | +0.1% | -42.12% | 減碼 |
| 45 | XTL | Ss Spdr S&p Telecom ETF | +0.1% | -23.46% | 減碼 |
| 46 | BLK | Blackrock Inc | +0.1% | -44.87% | 減碼 |
| 47 | TDV | Proshares S&p Tech Dvd Arist | +0.1% | -36.02% | 減碼 |
| 48 | VDC | Vanguard Consumer Staple ETF | +0.1% | -17.39% | 減碼 |
| 49 | RWJ | Invesco S&p Smallcap 600 | +0.1% | -35.64% | 減碼 |
| 50 | SPEM | State Street Sp Ptf Em ETF | +0.1% | -21.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Liberty One Investment Management, LLC 在 Q4 2025 季度的美股持倉總市值約為 US$10.0億，共申報了 145 個公開持股部位。
在 Q4 2025 季度，Liberty One Investment Management, LLC 按市值排列的前三大核心持股分別為：CAH (4.0%)、JNJ (3.8%)、LLY (3.6%)。其中最大持股部位 CAH 佔據整體投資組合約 4.0% 的權重。
在 Q4 2025 季度中，Liberty One Investment Management, LLC 共進行了 158 項持倉異動，包含新建倉 15 個部位、加碼 4 個部位、減碼 126 個部位以及清倉 13 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 UL。
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。
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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。
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。