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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 37
减持 53
清仓 49
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$10.4M
103,002
-45%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$8.5M
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$6.1M
0
-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。
清仓
SCHR
SCHWAB STRATEGIC TR
-$6.0M
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$5.2M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$4.5M
0
-100%
清仓
FNDE
SCHWAB STRATEGIC TR
-$4.1M
0
-100%
增持
IVV
ISHARES TR
+$3.9M
105,378
+1%
清仓
FNDF
SCHWAB STRATEGIC TR
-$3.7M
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$3.6M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$3.1M
0
-100%
清仓
EBND
SPDR SER TR
-$2.9M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.5M
975,458
-14%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.2M
449
-93%
减持
DUHP
DIMENSIONAL ETF TRUST
-$2.2M
845,427
-14%
清仓
SCHE
SCHWAB STRATEGIC TR
-$2.1M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$2.0M
0
-100%
增持
QUAL
ISHARES TR
+$2.0M
135,201
+3%
减持
DFIC
DIMENSIONAL ETF TRUST
-$1.5M
490,341
-12%
建仓
AVGO
BROADCOM INC
+$1.4M
1,587
增持
IYW
ISHARES TR
+$1.3M
71,345
+2%
减持
DFLV
DIMENSIONAL ETF TRUST
-$1.2M
397,934
-14%
清仓
FNDC
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
减持
WMT
WALMART INC
-$1.1M
1,361
-85%
减持
DIHP
DIMENSIONAL ETF TRUST
-$1.0M
258,123
-16%
减持
BA
BOEING CO
-$1.0M
2,312
-68%
增持
DFAU
DIMENSIONAL ETF TRUST
+$994.7K
428,328
+1%
减持
TSLA
TESLA INC
+$950.9K
18,327
-1%
清仓
ADI
ANALOG DEVICES INC
-$925.6K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$853.9K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$824.0K
43,797
+1%
清仓
SCHC
SCHWAB STRATEGIC TR
-$799.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$693.5K
1,983
-77%
减持
DFEM
DIMENSIONAL ETF TRUST
-$692.0K
235,061
-13%
减持
BND
VANGUARD BD INDEX FDS
-$683.8K
7,452
-50%
增持
IUSB
ISHARES TR
+$556.3K
329,343
+5%
减持
DISV
DIMENSIONAL ETF TRUST
-$521.0K
176,242
-11%
减持
COST
COSTCO WHSL CORP NEW
-$513.7K
797
-58%
清仓
SCHD
SCHWAB STRATEGIC TR
-$502.7K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$488.0K
20,182
-9%
建仓
IVW
ISHARES TR
+$487.7K
6,920
清仓
CVS
CVS HEALTH CORP
-$474.6K
0
-100%
减持
ORCL
ORACLE CORP
-$468.7K
23,753
-34%
增持
AMAT
APPLIED MATLS INC
+$466.6K
21,226
+0%
减持
IAU
ISHARES GOLD TR
-$460.9K
41,545
-22%
增持
IEFA
ISHARES TR
+$459.1K
108,585
+5%
清仓
MTUM
ISHARES TR
-$454.8K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$447.9K
658
-68%
清仓
—
SPDR SER TR
-$438.4K
0
-100%
减持
TGT
TARGET CORP
-$433.4K
1,524
-61%
增持
DFAI
DIMENSIONAL ETF TRUST
+$416.4K
276,618
+5%
清仓
HYLB
DBX ETF TR
-$413.3K
0
-100%
增持
META
META PLATFORMS INC
+$408.3K
5,017
+3%
建仓
SPSM
SPDR SER TR
+$389.8K
10,035
清仓
PFF
ISHARES TR
-$384.2K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$381.7K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$361.5K
5,193
-61%
减持
GWW
GRAINGER W W INC
-$361.2K
280
-67%
清仓
SCHH
SCHWAB STRATEGIC TR
-$347.4K
0
-100%
增持
USMV
ISHARES TR
+$340.2K
77,677
+5%
清仓
HTO
SJW GROUP
-$331.9K
0
-100%
增持
HD
HOME DEPOT INC
+$329.0K
2,110
+1%
清仓
CARS
CARS COM INC
-$325.8K
0
-100%
清仓
TJX
TJX COS INC NEW
-$315.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$313.0K
914
-57%
增持
VOO
VANGUARD INDEX FDS
+$311.4K
8,434
+2%
减持
NFLX
NETFLIX INC
-$307.7K
521
-68%
清仓
MELI
MERCADOLIBRE INC
-$307.5K
0
-100%
清仓
BHP
BHP GROUP LTD
-$307.3K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$303.4K
0
-100%
清仓
MS
MORGAN STANLEY
-$299.9K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$296.5K
0
-100%
建仓
MUB
ISHARES TR
+$293.5K
2,038
建仓
SHV
ISHARES TR
+$291.4K
2,638
清仓
EMLC
VANECK ETF TRUST
-$283.0K
0
-100%
建仓
SGOV
ISHARES TR
+$281.1K
2,793
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$271.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$270.6K
4,536
-37%
减持
VZ
VERIZON COMMUNICATIONS INC
-$262.9K
10,667
-37%
增持
AMGN
AMGEN INC
+$260.4K
2,480
+13%
增持
VGT
VANGUARD WORLD FDS
+$255.7K
4,082
+2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$252.5K
20,331
-24%
减持
GOOG
ALPHABET INC
-$251.7K
11,245
-28%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$251.6K
3,776
清仓
VXUS
VANGUARD STAR FDS
-$249.2K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$246.6K
0
-100%
增持
MBB
ISHARES TR
+$242.3K
84,697
+5%
增持
VTV
VANGUARD INDEX FDS
+$235.5K
20,100
+1%
减持
ESGU
ISHARES TR
+$235.5K
69,095
-4%
清仓
OLP
ONE LIBERTY PPTYS INC
-$231.4K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$230.3K
6,032
+4%
减持
NVDA
NVIDIA CORPORATION
-$229.1K
3,117
-45%
建仓
IWO
ISHARES TR
+$228.5K
10
清仓
GMAB
GENMAB A/S
-$225.4K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$224.8K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$220.9K
20
清仓
BIL
SPDR SER TR
-$219.0K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$210.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$209.7K
5,509
+2%
清仓
CLX
CLOROX CO DEL
-$206.7K
0
-100%
清仓
PSX
PHILLIPS 66
-$202.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$201.6K
0
-100%
建仓
—
TRANE TECHNOLOGIES PLC
+$201.2K
1,052
清仓
DUK
DUKE ENERGY CORP NEW
-$200.9K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$200.7K
3,118
增持
DFUV
DIMENSIONAL ETF TRUST
+$200.2K
23,445
+29%
减持
JNJ
JOHNSON & JOHNSON
-$195.7K
2,898
-34%
减持
MSFT
MICROSOFT CORP
+$195.5K
17,030
-13%
减持
DFAT
DIMENSIONAL ETF TRUST
-$194.7K
145,972
-7%
增持
—
BRAINSTORM CELL THERAPEUTICS
-$186.2K
150,550
+0%
减持
ABBV
ABBVIE INC
-$180.1K
7,047
-1%
减持
MSCI
MSCI INC
-$178.7K
1,883
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$176.2K
101,183
+2%
减持
NVS
NOVARTIS AG
-$175.6K
2,800
-41%
清仓
NIO
NIO INC
-$171.0K
0
-100%
减持
LOW
LOWES COS INC
-$170.7K
1,517
-42%
增持
IFRA
ISHARES TR
+$166.8K
57,792
+3%
减持
T
AT&T INC
-$154.0K
27,563
-11%
增持
EFG
ISHARES TR
+$152.9K
81,484
+0%
增持
IEMG
ISHARES INC
+$151.2K
71,504
+3%
增持
VB
VANGUARD INDEX FDS
+$148.1K
9,227
+4%
减持
LLY
LILLY ELI & CO
+$143.7K
1,217
-2%
增持
FLRN
SPDR SER TR
+$143.0K
15,190
+43%
增持
XLK
SELECT SECTOR SPDR TR
+$142.5K
3,138
+18%
增持
TFLO
ISHARES TR
+$140.0K
9,903
+38%
增持
USFR
WISDOMTREE TR
+$139.4K
9,932
+39%
减持
INTC
INTEL CORP
-$139.0K
10,965
-31%
增持
GOOGL
ALPHABET INC
+$138.5K
7,272
+3%
减持
CSCO
CISCO SYS INC
-$136.7K
9,239
-21%
减持
IJR
ISHARES TR
-$135.7K
5,468
-21%
增持
FTEC
FIDELITY COVINGTON TRUST
+$133.4K
5,530
+7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$128.6K
3,246
+11%
减持
EEMS
ISHARES INC
-$127.4K
7,423
-29%
增持
FLOT
ISHARES TR
+$124.5K
8,912
+37%
增持
INTU
INTUIT
+$121.0K
1,964
+13%
减持
COWZ
PACER FDS TR
-$116.4K
12,502
-18%
减持
HDV
ISHARES TR
-$115.2K
4,524
-19%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$111.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$111.0K
1,111
-25%
减持
AMD
ADVANCED MICRO DEVICES INC
+$106.2K
7,399
-2%
减持
PHM
PULTE GROUP INC
+$103.9K
5,466
-0%
增持
PEP
PEPSICO INC
+$100.3K
3,405
+17%
增持
SHY
ISHARES TR
+$98.7K
29,279
+6%
减持
DIS
DISNEY WALT CO
-$95.5K
7,768
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$95.3K
3,900
-5%
减持
VLUE
ISHARES TR
-$92.0K
5,767
-15%
减持
VUG
VANGUARD INDEX FDS
-$88.7K
4,518
-18%
减持
CRM
SALESFORCE INC
-$87.9K
998
-34%
清仓
—
VIRTUS CONVERTIBLE & INCOME
-$86.7K
0
-100%
