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LIBERTY WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LIBERTY WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001769302
持仓数
268
前50大市值合计
$629.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q1
23Q4
23Q3
23Q2
23Q1
22Q2
22Q1
21Q3
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 15
增持 69
减持 42
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
-$3.4M
92,872
+9%
增持
ESGU
ISHARES TR
-$3.2M
212,154
+2%
增持
AAPL
Apple Inc
-$3.0M
93,467
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
EEMV
ISHARES INC
+$2.8M
51,301
清仓
IJR
ISHARES TR
-$2.8M
0
-100%
减持
VLUE
ISHARES TR
-$2.7M
19,428
-55%
减持
COMT
ISHARES U S ETF TR
-$2.7M
69,246
-50%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$2.5M
79,629
建仓
IJS
ISHARES TR
+$2.5M
27,548
建仓
HDV
ISHARES TR
+$2.4M
23,926
减持
ESGE
ISHARES INC
-$2.3M
30,771
-66%
减持
IYE
ISHARES TR
-$2.2M
65,068
-43%
清仓
IGLB
ISHARES TR
-$1.8M
0
-100%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$1.7M
72,464
增持
TLT
Ishares 20 Plus Year Treasury Bond Etf
+$1.6M
40,278
+64%
减持
GOVT
ISHARES TR
-$1.6M
335,166
-13%
减持
IXN
ISHARES TR
-$1.5M
12,679
-64%
建仓
IFRA
ISHARES TR
+$1.4M
41,527
增持
TIP
ISHARES TR
+$1.4M
37,754
+62%
增持
ICVT
ISHARES TR
+$1.2M
22,356
+384%
减持
—
SPDR SER TR
-$1.1M
14,934
-41%
增持
VTI
Vanguard Total Stock Market ETF
-$1.1M
43,540
+4%
减持
MSFT
MICROSOFT CORP
-$1.0M
14,817
-6%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$909.0K
26,262
增持
TSLA
TESLA INC
-$854.0K
5,855
+32%
减持
FALN
ISHARES TR
-$824.0K
119,190
-12%
减持
IUSB
ISHARES TR
-$808.0K
272,742
-0%
增持
EFV
ISHARES TR
-$764.0K
266,728
+8%
建仓
COWZ
PACER FDS TR
+$755.0K
17,543
增持
AMZN
Amazon.com Inc
-$688.0K
16,587
+1884%
减持
CVX
CHEVRON CORP NEW
-$649.0K
23,116
-6%
减持
VOO
VANGUARD INDEX FDS
-$550.0K
7,976
-0%
增持
VEU
Vanguard FTSE All-World ex-US ETF
-$538.0K
112,186
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
-$525.0K
159,999
+2%
增持
EFG
ISHARES TR
-$516.0K
87,044
+11%
减持
VGT
VANGUARD WORLD FDS
-$393.0K
4,134
-1%
清仓
MTUM
ISHARES TR
-$375.0K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
-$352.0K
101,197
+1%
减持
IXG
ISHARES TR
-$350.0K
16,152
-9%
减持
GOOG
ALPHABET INC
-$338.0K
512
-2%
减持
DIS
Walt Disney Co
-$317.0K
9,938
-3%
增持
ORCL
ORACLE CORP
-$285.0K
22,677
+0%
清仓
SCHB
SCHWAB STRATEGIC TR
-$281.0K
0
-100%
清仓
IHI
ISHARES TR
-$276.0K
0
-100%
建仓
HTO
SJW GROUP
+$272.0K
4,360
增持
VB
Vanguard Small-Cap ETF
-$264.0K
10,253
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$263.0K
8,421
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$261.0K
6,068
+12%
减持
VTV
Vanguard Value ETF
-$259.0K
16,014
-2%
增持
NVDA
NVIDIA CORPORATION
-$253.0K
2,398
+6%
清仓
TGT
TARGET CORP
-$250.0K
0
-100%
清仓
IEFA
ISHARES TR
-$238.0K
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$238.0K
0
-100%
清仓
ESS
ESSEX PPTY TR INC
-$235.0K
0
-100%
增持
META
META PLATFORMS INC
-$235.0K
4,290
+3%
减持
VUG
Vanguard Growth ETF
-$234.0K
7,235
-4%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$230.0K
0
-100%
增持
DFAT
DIMENSIONAL ETF TRUST
-$230.0K
62,003
+5%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$225.0K
0
-100%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$221.0K
0
-100%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$221.0K
40,331
-9%
清仓
IWD
ISHARES TR
-$221.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$219.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$213.0K
0
-100%
清仓
LQD
ISHARES TR
-$209.0K
0
-100%
清仓
AVDV
AMERICAN CENTY ETF TR
-$208.0K
0
-100%
清仓
KR
KROGER CO
-$208.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$207.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$206.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$204.0K
19,496
-1%
清仓
SRE
SEMPRA
-$204.0K
0
-100%
建仓
VXUS
VANGUARD STAR FDS
+$202.0K
3,929
建仓
PFF
ISHARES TR
+$201.0K
6,138
清仓
A
AGILENT TECHNOLOGIES INC
-$201.0K
0
-100%
清仓
ICSH
ISHARES TR
-$201.0K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$186.0K
0
-100%
减持
MSCI
MSCI INC
-$181.0K
1,887
-1%
建仓
MDV
MODIV INC
+$181.0K
10,264
增持
DFIC
DIMENSIONAL ETF TRUST
-$179.0K
75,271
+2%
建仓
KIND
NEXTDOOR HOLDINGS INC
+$173.0K
52,269
减持
IAU
ISHARES GOLD TR
-$170.0K
60,033
-1%
减持
MBB
ISHARES TR
-$166.0K
21,467
-3%
减持
DIHP
DIMENSIONAL ETF TRUST
-$162.0K
41,835
-4%
增持
INTU
INTUIT
-$162.0K
1,709
+0%
增持
VFH
VANGUARD WORLD FDS
-$152.0K
10,221
+1%
增持
TLH
ISHARES TR
+$143.0K
9,709
+28%
减持
SPY
SPDR S&P 500 ETF TR
-$139.0K
1,043
-12%
增持
VV
VANGUARD INDEX FDS
-$130.0K
3,661
+0%
增持
IWF
iShares Russell 1000 Growth
+$128.0K
2,159
+57%
增持
NKE
NIKE INC
-$125.0K
3,914
+0%
增持
VNQ
VANGUARD INDEX FDS
-$125.0K
10,948
+6%
建仓
F
FORD MTR CO DEL
+$121.0K
10,913
增持
INTC
INTEL CORP
-$119.0K
10,309
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$108.0K
7,429
-17%
增持
ABBV
AbbVie Inc
-$107.0K
9,160
+4%
增持
WFC
WELLS FARGO CO NEW
-$106.0K
12,548
+2%
减持
EFA
ISHARES TR
-$103.0K
6,776
-5%
增持
UPS
UNITED PARCEL SERVICE INC
-$102.0K
4,001
+3%
增持
LLY
LILLY ELI &CO
+$101.0K
1,098
+23%
增持
DISV
DIMENSIONAL ETF TRUST
-$95.0K
33,901
+2%
增持
MRK
MERCK &CO INC
+$93.0K
6,212
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$89.0K
3,050
-5%
增持
VBR
VANGUARD INDEX FDS
-$87.0K
4,470
+4%
增持
CSCO
CISCO SYS INC
-$84.0K
8,797
+7%
减持
PFE
PFIZER INC
-$83.0K
5,766
-23%
建仓
—
BRAINSTORM CELL THERAPEUTICS
+$82.0K
30,000
减持
T
AT&T INC
-$81.0K
29,455
-0%
增持
JPM
JPMORGAN CHASE &CO
-$79.0K
3,890
+3%
增持
ADI
ANALOG DEVICES INC
-$79.0K
4,308
+0%
增持
MGK
VANGUARD WORLD FD
+$77.0K
2,142
+145%
减持
BNDX
Vanguard Total COM Bond ETF
-$77.0K
11,866
-14%
减持
QQQ
INVESCO QQQ TR
-$77.0K
856
-2%
减持
IVE
ISHARES TR
-$76.0K
2,671
-6%
增持
GLD
SPDR GOLD TR
+$75.0K
1,684
+46%
减持
EXR
EXTRA SPACE STORAGE INC
-$72.0K
1,445
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$69.0K
5,932
-7%
增持
XLK
SELECT SECTOR SPDR TR
-$68.0K
2,156
+0%
增持
IVW
ISHARES TR
-$67.0K
4,323
+1%
增持
VHT
VANGUARD WORLD FDS
-$55.0K
3,827
+2%
增持
COST
COSTCO WHSL CORP NEW
-$54.0K
738
+4%
减持
EMB
ISHARES TR
-$52.0K
3,866
-1%
增持
UNP
UNION PAC CORP
-$51.0K
1,197
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$51.0K
4,128
+1%
增持
GOOGL
ALPHABET INC
-$46.0K
308
+19%
增持
PG
PROCTER AND GAMBLE CO
-$45.0K
5,945
+1%
增持
SPYM
SPDR SER TR
-$45.0K
5,309
+0%
减持
NEE
NEXTERA ENERGY INC
-$43.0K
3,038
-8%
减持
USB
US BANCORP DEL
-$42.0K
5,299
-1%
增持
AVUV
AMERICAN CENTY ETF TR
-$40.0K
3,596
+0%
增持
V
VISA INC
-$40.0K
3,282
+6%
增持
LOW
LOWES COS INC
-$38.0K
1,405
+0%
减持
BSV
Vanguard Short-Term Bond ETF
-$37.0K
5,735
-12%
增持
RPV
INVESCO EXCHANGE TRADED FD T
-$36.0K
3,636
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$34.0K
1,876
+0%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$34.0K
4,920
+9%
增持
USMV
ISHARES TR
-$32.0K
22,960
+8%
增持
IBB
ISHARES TR
-$32.0K
4,046
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$31.0K
709
+8%
增持
—
VIRTUS CONVERTIBLE &INCOME
-$28.0K
23,442
+3%
增持
ABT
ABBOTT LABS
-$28.0K
3,030
+0%
增持
CLX
CLOROX CO DEL
+$27.0K
4,535
+3%
增持
FDD
FIRST TR STOXX EUROPEAN SELE
-$27.0K
12,791
+2%
增持
BA
BOEING CO
+$27.0K
1,947
+56%
减持
VWO
Vanguard FTSE Emerging Markets ETF
-$25.0K
14,548
-9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$24.0K
661
+1%
增持
HD
HOME DEPOT INC
-$23.0K
2,020
+5%
减持
D
DOMINION ENERGY INC
-$21.0K
2,784
-3%
减持
BND
Vanguard
-$21.0K
7,136
-0%
增持
—
EXXON MOBIL CORP
+$21.0K
4,010
+3%
增持
JNJ
JOHNSON &JOHNSON
+$21.0K
2,773
+4%
