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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
23Q1 调仓
2022-06-30 → 2023-03-31 · 共 150 项
建仓 81
增持 36
减持 26
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$26.6M
1,140,874
+1027%
增持
DUHP
DIMENSIONAL ETF TRUST
+$21.0M
982,978
+514%
增持
AAPL
APPLE INC
+$17.6M
187,242
+100%
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
QUAL
ISHARES TR
+$16.3M
131,022
建仓
DFAU
DIMENSIONAL ETF TRUST
+$12.3M
424,171
增持
DFIC
DIMENSIONAL ETF TRUST
+$11.8M
559,291
+643%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$11.3M
462,098
减持
ESGU
ISHARES TR
-$11.3M
71,846
-66%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$8.5M
183,335
增持
IVV
ISHARES TR
+$7.9M
104,546
+13%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$7.1M
264,185
建仓
IEFA
ISHARES TR
+$6.9M
103,273
建仓
IYW
ISHARES TR
+$6.5M
70,086
增持
DIHP
DIMENSIONAL ETF TRUST
+$6.5M
305,480
+630%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$6.3M
269,710
建仓
FNDX
SCHWAB STRATEGIC TR
+$6.1M
110,086
建仓
SCHR
SCHWAB STRATEGIC TR
+$6.0M
119,974
减持
EFV
ISHARES TR
-$5.8M
119,044
-55%
增持
MBB
ISHARES TR
+$5.6M
80,832
+277%
建仓
FNDA
SCHWAB STRATEGIC TR
+$5.2M
102,965
建仓
SCHX
SCHWAB STRATEGIC TR
+$4.5M
95,570
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.5M
156,360
+152%
建仓
FNDE
SCHWAB STRATEGIC TR
+$4.1M
154,663
增持
DISV
DIMENSIONAL ETF TRUST
+$4.0M
197,431
+482%
减持
TIP
ISHARES TR
-$4.0M
2,952
-92%
增持
USMV
ISHARES TR
+$3.8M
74,286
+224%
减持
TLT
ISHARES TR
-$3.7M
9,472
-76%
建仓
FNDF
SCHWAB STRATEGIC TR
+$3.7M
118,190
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.6M
83,352
建仓
SCHP
SCHWAB STRATEGIC TR
+$3.6M
68,200
建仓
IEMG
ISHARES INC
+$3.4M
69,139
建仓
SCHF
SCHWAB STRATEGIC TR
+$3.1M
90,696
建仓
EBND
SPDR SER TR
+$2.9M
139,216
清仓
COMT
ISHARES U S ETF TR
-$2.8M
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$2.6M
21,178
减持
EEMV
ISHARES INC
-$2.5M
6,743
-87%
清仓
IJS
ISHARES TR
-$2.5M
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.4M
6,463
建仓
SHY
ISHARES TR
+$2.3M
27,692
减持
IYE
ISHARES TR
-$2.1M
9,125
-86%
建仓
SCHE
SCHWAB STRATEGIC TR
+$2.1M
80,903
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$2.0M
25,639
减持
FALN
ISHARES TR
-$2.0M
37,977
-68%
减持
GOVT
ISHARES TR
-$1.9M
260,019
-22%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.9M
18,178
-77%
减持
HDV
ISHARES TR
-$1.8M
5,619
-77%
增持
MSFT
MICROSOFT CORP
+$1.8M
19,520
+32%
增持
TLH
ISHARES TR
+$1.8M
25,784
+166%
增持
ORCL
ORACLE CORP
+$1.7M
36,125
+59%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$1.7M
0
-100%
增持
IUSB
ISHARES TR
+$1.7M
312,452
+15%
清仓
ICVT
ISHARES TR
-$1.5M
0
-100%
建仓
WMT
WALMART INC
+$1.3M
8,864
增持
BA
BOEING CO
+$1.2M
7,295
+275%
建仓
FNDC
SCHWAB STRATEGIC TR
+$1.2M
36,336
增持
NVDA
NVIDIA CORPORATION
+$1.2M
5,650
+136%
增持
EMB
ISHARES TR
+$1.1M
16,914
+338%
减持
VLUE
ISHARES TR
-$1.1M
6,774
-65%
建仓
BLV
VANGUARD BD INDEX FDS
+$1.1M
14,610
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$1.0M
15,267
建仓
VYM
VANGUARD WHITEHALL FDS
+$903.8K
8,755
建仓
HON
HONEYWELL INTL INC
+$853.9K
4,520
建仓
SCHC
SCHWAB STRATEGIC TR
+$799.0K
23,640
增持
VHT
VANGUARD WORLD FDS
+$793.7K
7,107
+86%
减持
—
SPDR SER TR
-$756.6K
5,217
-65%
减持
IXG
ISHARES TR
-$701.4K
5,211
-68%
建仓
LMT
LOCKHEED MARTIN CORP
+$697.1K
1,474
减持
VEA
VANGUARD TAX-MANAGED FDS
-$695.8K
25,620
-36%
建仓
IJR
ISHARES TR
+$680.6K
6,932
增持
IFRA
ISHARES TR
+$678.4K
56,040
+35%
建仓
GS
GOLDMAN SACHS GROUP INC
+$660.1K
2,070
建仓
TGT
TARGET CORP
+$634.5K
3,910
减持
ESGE
ISHARES INC
-$633.1K
11,466
-63%
建仓
SCHB
SCHWAB STRATEGIC TR
+$630.0K
13,431
减持
EFG
ISHARES TR
+$617.5K
81,358
-7%
建仓
VOE
VANGUARD INDEX FDS
+$613.2K
4,573
增持
VTV
VANGUARD INDEX FDS
+$610.0K
19,934
+24%
增持
COST
COSTCO WHSL CORP NEW
+$589.1K
1,907
+158%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$589.0K
5,169
建仓
MCD
MCDONALDS CORP
+$585.6K
2,126
建仓
GWW
GRAINGER W W INC
+$581.9K
860
增持
BND
VANGUARD BD INDEX FDS
+$548.9K
14,852
+108%
建仓
NFLX
NETFLIX INC
+$537.1K
1,645
建仓
EEMS
ISHARES INC
+$525.1K
10,423
建仓
DBEF
DBX ETF TR
+$513.6K
14,692
建仓
SCHD
SCHWAB STRATEGIC TR
+$502.7K
7,035
增持
JPM
JPMORGAN CHASE & CO
+$492.4K
7,191
+85%
增持
GOOG
ALPHABET INC
+$491.0K
15,533
+2934%
减持
VTI
VANGUARD INDEX FDS
+$489.1K
43,219
-1%
建仓
CVS
CVS HEALTH CORP
+$474.6K
6,394
减持
VUG
VANGUARD INDEX FDS
-$460.8K
5,529
-24%
建仓
MTUM
ISHARES TR
+$454.8K
3,271
减持
CLX
CLOROX CO DEL
-$432.3K
1,307
-71%
建仓
NVS
NOVARTIS AG
+$426.0K
4,780
增持
—
BRAINSTORM CELL THERAPEUTICS
+$414.3K
150,400
+401%
建仓
HYLB
DBX ETF TR
+$413.3K
11,900
建仓
CNC
CENTENE CORP DEL
+$381.7K
5,993
减持
VNQ
VANGUARD INDEX FDS
-$369.3K
7,559
-31%
增持
QQQ
INVESCO QQQ TR
+$361.9K
1,895
+121%
建仓
TFLO
ISHARES TR
+$361.8K
7,152
建仓
USFR
WISDOMTREE TR
+$360.3K
7,168
增持
VOO
VANGUARD INDEX FDS
+$357.7K
8,306
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$357.5K
99,617
-11%
增持
MGK
VANGUARD WORLD FD
+$352.5K
3,103
+45%
建仓
SCHH
SCHWAB STRATEGIC TR
+$347.4K
16,848
建仓
MA
MASTERCARD INCORPORATED
+$344.5K
932
增持
META
META PLATFORMS INC
+$336.5K
4,857
+13%
建仓
FLOT
ISHARES TR
+$328.4K
6,517
建仓
CARS
CARS COM INC
+$325.8K
18,000
建仓
FLRN
SPDR SER TR
+$323.1K
10,619
减持
IXN
ISHARES TR
-$322.1K
4,726
-63%
建仓
CAT
CATERPILLAR INC
+$316.8K
1,378
建仓
TJX
TJX COS INC NEW
+$315.0K
4,147
增持
AMZN
AMAZON COM INC
+$313.6K
22,623
+36%
减持
CVX
CHEVRON CORP NEW
+$310.9K
22,289
-4%
建仓
MELI
MERCADOLIBRE INC
+$307.5K
252
建仓
BHP
BHP GROUP LTD
+$307.3K
5,111
建仓
AXP
AMERICAN EXPRESS CO
+$307.1K
1,862
建仓
XLP
SELECT SECTOR SPDR TR
+$303.4K
4,147
建仓
MS
MORGAN STANLEY
+$299.9K
3,467
建仓
CRM
SALESFORCE INC
+$298.7K
1,523
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$297.0K
9,618
-34%
增持
ADI
ANALOG DEVICES INC
+$296.6K
4,686
+9%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$296.5K
4,639
增持
MSCI
MSCI INC
+$285.4K
1,898
+1%
建仓
EMLC
VANECK ETF TRUST
+$283.0K
11,301
减持
DIS
DISNEY WALT CO
-$277.9K
7,880
-21%
建仓
LQD
ISHARES TR
+$274.2K
2,502
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$271.3K
6,192
增持
LOW
LOWES COS INC
+$268.0K
2,603
+85%
清仓
IVW
ISHARES TR
-$260.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$255.7K
5,824
+30%
建仓
KR
KROGER CO
+$254.7K
5,159
减持
BNDX
VANGUARD CHARLOTTE FDS
-$254.4K
7,596
-36%
建仓
PM
PHILIP MORRIS INTL INC
+$252.7K
2,598
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$246.6K
2,675
清仓
EXR
EXTRA SPACE STORAGE INC
-$245.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$239.8K
11,738
+33%
建仓
—
FLEETCOR TECHNOLOGIES INC
+$234.0K
1,110
建仓
OLP
ONE LIBERTY PPTYS INC
+$231.4K
10,322
建仓
SYK
STRYKER CORPORATION
+$229.4K
803
建仓
GMAB
GENMAB A/S
+$225.4K
6,105
建仓
AXON
AXON ENTERPRISE INC
+$224.8K
1,000
建仓
ROST
ROSS STORES INC
+$222.9K
2,100
清仓
D
DOMINION ENERGY INC
-$222.0K
0
-100%
建仓
BIL
SPDR SER TR
+$219.0K
2,387
建仓
IMCG
ISHARES TR
+$218.3K
3,792
建仓
IYH
ISHARES TR
+$217.7K
765
建仓
SLV
ISHARES SILVER TR
+$215.7K
9,750
增持
SPY
SPDR S&P 500 ETF TR
+$210.5K
1,474
+41%
