LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTYVILLE IL · SEC CIK 0001807328
$9.70亿2026Q1 申报市值
154持仓数
32.4%前十大占比 · 第一大 3.9%
21 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TWO RDS SHARED T 新建仓+$1,124.33万
AVGO 加仓+$676.80万
GOOG 加仓+$662.58万
MSFT 加仓+$630.43万
TWO RDS SHARED T 新建仓+$611.68万
2026Q1 卖出最多 按季末市值估算
PEP 清仓-$526.28万
VZ 减仓-$485.77万
XMHQ 清仓-$366.85万
SYY 减仓-$349.11万
AVUV 清仓-$327.55万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | $3,815.54万 | 3.93% | 156,093 | 12,166 | 8.5% | $297.39万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $3,517.21万 | 3.63% | 166,448 | 12,569 | 8.2% | $265.60万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $3,157.76万 | 3.26% | 46,285 | 5,658 | 13.9% | $386.01万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $3,100.88万 | 3.20% | 432,119 | 47,965 | 12.5% | $344.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $3,038.00万 | 3.13% | 232,015 | 27,012 | 13.2% | $353.69万 | 加仓 |
| KO | COCA COLA CO | $3,014.31万 | 3.11% | 396,359 | 43,546 | 12.3% | $331.17万 | 加仓 |
| KR | KROGER CO | $2,976.09万 | 3.07% | 411,289 | 51,819 | 14.4% | $374.96万 | 加仓 |
| T | AT&T INC | $2,958.80万 | 3.05% | 1,020,627 | 129,709 | 14.6% | $376.03万 | 加仓 |
| SO | SOUTHERN CO | $2,937.22万 | 3.03% | 304,312 | 36,434 | 13.6% | $351.66万 | 加仓 |
| LLY | LILLY ELI & CO | $2,910.47万 | 3.00% | 31,643 | 5,666 | 21.8% | $521.15万 | 加仓 |
| MCD | MCDONALDS CORP | $2,809.32万 | 2.90% | 90,393 | 10,727 | 13.5% | $333.38万 | 加仓 |
| MCK | MCKESSON CORP | $2,536.35万 | 2.61% | 29,310 | 3,056 | 11.6% | $264.45万 | 加仓 |
| CB | CHUBB LIMITED | $2,524.40万 | 2.60% | 77,452 | 6,093 | 8.5% | $198.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $2,502.20万 | 2.58% | 173,235 | 23,310 | 15.5% | $336.69万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $2,380.55万 | 2.45% | 32,706 | 2,213 | 7.3% | $161.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,354.05万 | 2.43% | 63,594 | 17,031 | 36.6% | $630.43万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,318.70万 | 2.39% | 100,905 | 11,116 | 12.4% | $255.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,269.41万 | 2.34% | 83,869 | 13,423 | 19.1% | $363.21万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $2,073.82万 | 2.14% | 47,787 | 4,970 | 11.6% | $215.68万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $2,057.86万 | 2.12% | 93,957 | 9,438 | 11.2% | $206.71万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $1,970.63万 | 2.03% | 625,994 | 44,823 | 7.7% | $141.10万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $1,673.32万 | 1.73% | 395,958 | -20,208 | -4.9% | -$85.40万 | 减仓 |
| SYY | SYSCO CORP | $1,526.83万 | 1.57% | 214,052 | -48,943 | -18.6% | -$349.11万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,503.93万 | 1.55% | 260,918 | -52,968 | -16.9% | -$305.31万 | 减仓 |
| GOOG | ALPHABET INC | $1,215.93万 | 1.25% | 42,388 | 23,098 | 119.7% | $662.58万 | 加仓 |
| AVGO | BROADCOM INC | $1,153.85万 | 1.19% | 37,280 | 21,867 | 141.9% | $676.80万 | 加仓 |
| — | TWO RDS SHARED TR | $1,124.33万 | 1.16% | 431,772 | 431,772 | — | $1,124.33万 | 新建仓 |
| CAT | CATERPILLAR INC DEL | $804.50万 | 0.83% | 11,356 | 1,859 | 19.6% | $131.70万 | 加仓 |
| ETR | ENTERGY CORP NEW | $763.40万 | 0.79% | 67,942 | 4,781 | 7.6% | $53.72万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $714.14万 | 0.74% | 37,021 | 6,919 | 23.0% | $133.47万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $708.91万 | 0.73% | 50,865 | 2,041 | 4.2% | $28.45万 | 加仓 |
| CVX | CHEVRON CORP NEW | $692.70万 | 0.71% | 33,480 | 7,820 | 30.5% | $161.80万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $636.36万 | 0.66% | 7,522 | 1,749 | 30.3% | $147.97万 | 加仓 |
| AAPL | APPLE INC | $635.79万 | 0.66% | 25,052 | 6,812 | 37.3% | $172.88万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $630.41万 | 0.65% | 125,580 | -96,767 | -43.5% | -$485.77万 | 减仓 |
| WMT | WALMART INC | $629.98万 | 0.65% | 50,690 | 10,949 | 27.6% | $136.07万 | 加仓 |
| AMZN | AMAZON COM INC | $628.14万 | 0.65% | 30,160 | 8,248 | 37.6% | $171.78万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $626.27万 | 0.65% | 67,427 | 15,470 | 29.8% | $143.69万 | 加仓 |
| PLD | PROLOGIS INC | $624.69万 | 0.64% | 47,261 | 12,835 | 37.3% | $169.65万 | 加仓 |
| — | TWO RDS SHARED TR | $611.68万 | 0.63% | 230,063 | 230,063 | — | $611.68万 | 新建仓 |
| TJX | TJX COS INC NEW | $609.16万 | 0.63% | 38,144 | 8,129 | 27.1% | $129.82万 | 加仓 |
| HSY | HERSHEY CO | $597.26万 | 0.62% | 28,730 | 6,689 | 30.3% | $139.06万 | 加仓 |
| DE | DEERE & CO | $596.42万 | 0.61% | 10,588 | 2,537 | 31.5% | $142.91万 | 加仓 |
| ADC | AGREE RLTY CORP | $593.44万 | 0.61% | 78,726 | 6,079 | 8.4% | $45.82万 | 加仓 |
| TSN | TYSON FOODS INC | $588.45万 | 0.61% | 91,845 | 22,815 | 33.1% | $146.18万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $582.61万 | 0.60% | 68,358 | 17,062 | 33.3% | $145.42万 | 加仓 |
| V | VISA INC | $572.70万 | 0.59% | 18,948 | 17,342 | 1,079.8% | $524.15万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $567.50万 | 0.59% | 98,099 | 22,758 | 30.2% | $131.65万 | 加仓 |
| O | REALTY INCOME CORP | $556.82万 | 0.57% | 91,013 | 21,811 | 31.5% | $133.44万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $555.79万 | 0.57% | 19,055 | 4,432 | 30.3% | $129.27万 | 加仓 |
| — | HONEYWELL INTL INC | $551.89万 | 0.57% | 24,417 | 6,245 | 34.4% | $141.15万 | 加仓 |
| GWW | WW GRAINGER INC | $542.03万 | 0.56% | 4,969 | 4,969 | — | $542.03万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $541.89万 | 0.56% | 27,912 | 7,033 | 33.7% | $136.54万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $535.20万 | 0.55% | 5,371 | 1,366 | 34.1% | $136.12万 | 加仓 |
| TMUS | T-MOBILE US INC | $530.97万 | 0.55% | 25,281 | 7,746 | 44.2% | $162.69万 | 加仓 |
| AFL | AFLAC INC | $530.54万 | 0.55% | 48,359 | 11,584 | 31.5% | $127.09万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $528.53万 | 0.54% | 311,085 | 74,097 | 31.3% | $125.89万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $526.66万 | 0.54% | 17,904 | 3,967 | 28.5% | $116.69万 | 加仓 |
| UL | UNILEVER PLC | $515.98万 | 0.53% | 90,571 | 20,260 | 28.8% | $115.42万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $476.88万 | 0.49% | 36,367 | 9,874 | 37.3% | $129.48万 | 加仓 |
| BLK | BLACKROCK INC | $467.46万 | 0.48% | 4,861 | 1,141 | 30.7% | $109.72万 | 加仓 |
| HD | HOME DEPOT INC | $456.59万 | 0.47% | 13,883 | 3,585 | 34.8% | $117.90万 | 加仓 |
| META | META PLATFORMS INC | $426.94万 | 0.44% | 7,462 | 1,963 | 35.7% | $112.31万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $424.32万 | 0.44% | 11,826 | 3,274 | 38.3% | $117.47万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $389.52万 | 0.40% | 51,804 | -10,689 | -17.1% | -$80.37万 | 减仓 |
| INTU | INTUIT | $342.67万 | 0.35% | 7,925 | 2,300 | 40.9% | $99.45万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $320.41万 | 0.33% | 69,548 | 21,600 | 45.0% | $99.51万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $282.57万 | 0.29% | 72,529 | 72,529 | — | $282.57万 | 新建仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $279.65万 | 0.29% | 54,897 | 17,050 | 45.0% | $86.85万 | 加仓 |
| FLXR | TCW ETF TRUST | $278.81万 | 0.29% | 70,997 | 22,050 | 45.0% | $86.59万 | 加仓 |
| PYLD | PIMCO ETF TR | $276.28万 | 0.28% | 105,449 | 32,750 | 45.0% | $85.81万 | 加仓 |
| — | TWO RDS SHARED TR | $250.53万 | 0.26% | 97,922 | 97,922 | — | $250.53万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $242.63万 | 0.25% | 51,679 | 16,050 | 45.0% | $75.35万 | 加仓 |
| AGG | ISHARES TR | $239.74万 | 0.25% | 24,150 | 7,500 | 45.0% | $74.45万 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $236.06万 | 0.24% | 29,104 | 1,885 | 6.9% | $15.29万 | 加仓 |
| SDY | SPDR SERIES TRUST | $219.21万 | 0.23% | 15,020 | 1,002 | 7.1% | $14.62万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $214.71万 | 0.22% | 14,645 | -16,706 | -53.3% | -$244.92万 | 减仓 |
| NOBL | PROSHARES TR | $213.74万 | 0.22% | 20,162 | 1,378 | 7.3% | $14.61万 | 加仓 |
| XMLV | INVESCO EXCHANGE TRADED FD T | $211.82万 | 0.22% | 33,638 | 2,516 | 8.1% | $15.84万 | 加仓 |
| SPLV | INVESCO EXCHANGE TRADED FD T | $207.95万 | 0.21% | 28,431 | 2,138 | 8.1% | $15.64万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $207.07万 | 0.21% | 19,241 | -24,524 | -56.0% | -$263.93万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $193.68万 | 0.20% | 25,921 | 8,050 | 45.0% | $60.15万 | 加仓 |
| IUSV | ISHARES TR | $172.82万 | 0.18% | 16,902 | 15,733 | 1,345.9% | $160.87万 | 加仓 |
| XTL | SPDR SERIES TRUST | $169.69万 | 0.17% | 9,023 | 269 | 3.1% | $5.06万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $167.73万 | 0.17% | 13,405 | 12,490 | 1,365.0% | $156.28万 | 加仓 |
| IUSG | ISHARES TR | $167.73万 | 0.17% | 10,813 | 10,087 | 1,389.4% | $156.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $167.24万 | 0.17% | 2,898 | 2,702 | 1,378.6% | $155.93万 | 加仓 |
| IETC | ISHARES U S ETF TR | $165.98万 | 0.17% | 18,780 | 18,780 | — | $165.98万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $157.44万 | 0.16% | 9,624 | 9,624 | — | $157.44万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $148.18万 | 0.15% | 7,284 | 2,838 | 63.8% | $57.73万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $138.79万 | 0.14% | 6,768 | 652 | 10.7% | $13.37万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $138.24万 | 0.14% | 3,541 | 1,669 | 89.2% | $65.16万 | 加仓 |
| MAGS | LISTED FDS TR | $136.40万 | 0.14% | 23,542 | 23,542 | — | $136.40万 | 新建仓 |
| — | SPDR SERIES TRUST | $121.10万 | 0.12% | 12,176 | 12,176 | — | $121.10万 | 新建仓 |
| SNEX | STONEX GROUP INC | $118.73万 | 0.12% | 14,722 | 6,784 | 85.5% | $54.71万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $118.54万 | 0.12% | 11,424 | 1,611 | 16.4% | $16.72万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $118.49万 | 0.12% | 34,126 | 10,600 | 45.1% | $36.80万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $115.30万 | 0.12% | 3,412 | 552 | 19.3% | $18.65万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $113.80万 | 0.12% | 37,745 | 37,745 | — | $113.80万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $113.46万 | 0.12% | 24,187 | 1,332 | 5.8% | $6.25万 | 加仓 |