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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 7
增持 62
减持 57
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
ENPH
ENPHASE ENERGY INC
+$13.0M
108,376
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$4.4M
61,433
+522%
减持
IYW
ISHARES US TECHNOLOGY ETF
-$3.7M
38,841
-46%
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。
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$3.6M
60,139
+769%
减持
AAPL
APPLE INC
-$3.6M
95,535
-7%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$3.5M
111,708
-17%
增持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
+$2.9M
67,544
+582%
减持
GOVT
ISHARES US TREASURY BONDETF
-$2.8M
149,732
-44%
减持
TLH
ISHARES TR
-$2.7M
3,158
-88%
减持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
-$2.5M
285,163
-13%
增持
NVDA
NVIDIA CORP
+$2.4M
8,523
+173%
建仓
—
PFG Active Core Bond Strategy R
+$2.3M
283,433
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$2.2M
2,740
-91%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
-$2.1M
65,645
-19%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$2.1M
49,593
-28%
建仓
IJH
ISHARES CORE S&P MID-CAPETF
+$2.0M
8,069
增持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
+$2.0M
21,967
+811%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
113,357
+8%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$1.7M
499,313
+17%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
-$1.5M
952,063
-2%
增持
TIP
ISHARES TR
+$1.5M
17,315
+529%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.4M
147,971
+24%
减持
IEMG
ISHARES CORE MSCI EMERGING ETF
-$1.3M
45,739
-36%
减持
MBB
ISHARES MBS ETF
-$1.3M
74,053
-13%
减持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
-$1.0M
834,413
-1%
减持
AVGO
BROADCOM INC
-$911.4K
560
-65%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$710.8K
316,790
+15%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$702.2K
69,709
-10%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$697.5K
125,799
+16%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$505.4K
18,882
-51%
清仓
USFR
WISDOMTREE TR
-$499.8K
0
-100%
清仓
FLRN
SPDR SER TR
-$466.2K
0
-100%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$458.5K
6,898
-66%
清仓
FLOT
ISHARES TR
-$452.9K
0
-100%
减持
ORCL
ORACLE CORP
-$426.7K
22,676
-5%
清仓
EEMS
ISHARES INC
-$397.7K
0
-100%
增持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
-$396.6K
492,678
+0%
增持
MSFT
MICROSOFT CORP
-$386.1K
17,144
+1%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$365.0K
3,913
减持
HD
HOME DEPOT INC
-$313.0K
2,104
-0%
清仓
MUB
ISHARES TR
-$293.5K
0
-100%
清仓
SHV
ISHARES TR
-$291.4K
0
-100%
清仓
SGOV
ISHARES TR
-$281.1K
0
-100%
增持
DIHP
DIMENSIONAL INTERN HIGH PROFIT ETF
-$280.8K
260,385
+1%
清仓
IXN
ISHARES TR
-$271.2K
0
-100%
增持
CVX
CHEVRON CORP
+$261.1K
20,344
+1%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$258.9K
2,413
+47%
减持
TSLA
TESLA INC
-$254.4K
18,157
-1%
清仓
PFE
PFIZER INC
-$247.7K
0
-100%
建仓
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
+$245.0K
4,662
增持
—
BRAINSTORM CELL THERAPEUTICS
-$239.1K
352,619
+134%
建仓
PSX
PHILLIPS 66
+$230.0K
1,914
清仓
NFLX
NETFLIX INC
-$229.5K
0
-100%
清仓
HE
HAWAIIAN ELEC INDUSTRIES
-$228.9K
0
-100%
清仓
IWO
ISHARES TR
-$228.5K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$222.5K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$220.9K
0
-100%
清仓
GWW
GRAINGER W W INC
-$220.7K
0
-100%
增持
DFLV
DIM US LRGE CAP VAL
-$219.5K
398,535
+0%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$217.0K
0
-100%
清仓
WMT
WALMART INC
-$213.9K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$212.2K
0
-100%
清仓
CRM
SALESFORCE INC
-$210.8K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$210.3K
0
-100%
清仓
DEO
DIAGEO PLC
-$207.9K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$207.7K
0
-100%
增持
CSCO
CISCO SYSTEMS INC
+$205.0K
12,706
+38%
建仓
COP
CONOCOPHILLIPS
+$202.0K
1,687
清仓
TGT
TARGET CORP
-$201.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$200.7K
0
-100%
增持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
-$197.8K
102,269
+1%
增持
VTV
VANGUARD VALUE ETF
-$196.5K
20,235
+1%
减持
RTX
RTX CORPORATION
-$192.7K
3,096
-5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$190.9K
8,460
+14%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$189.0K
44,518
+2%
增持
VBR
VANGUARD SMALL CAP VALUEETF
-$178.0K
6,123
+2%
减持
DFAT
DIMENSIONAL U S TARGETEDVALUE ETF
-$158.6K
144,744
-1%
增持
—
EXXON MOBIL CORP
+$156.8K
4,084
+36%
减持
META
META PLATFORMS INC
-$138.8K
4,334
-14%
减持
BA
BOEING CO
-$131.7K
1,867
-19%
增持
INTU
INTUIT INC
+$126.8K
2,003
+2%
增持
DFEM
DIMENSIONAL EMERG MARK CRE EQY 2 ETF
-$123.2K
237,234
+1%
减持
T
AT&T INC
-$122.6K
21,084
-24%
增持
AMGN
AMGEN INC
-$121.1K
2,495
+1%
增持
BLV
VANGUARD BD INDEX FDS
-$117.0K
14,749
+2%
减持
VEA
Vanguard FTSE Developed Markets ETF
-$116.0K
24,963
-7%
增持
AMZN
AMAZON.COM INC
+$113.5K
19,182
+6%
增持
VGLT
VANGUARD SCOTTSDALE FDS
-$112.5K
15,558
+3%
增持
ABBV
ABBVIE INC
+$104.6K
7,072
+0%
减持
VB
VANGUARD INDEX FDS
-$102.6K
9,160
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$100.8K
7,721
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$99.1K
3,853
-1%
减持
VLUE
ISHARES TR
-$92.9K
4,934
-14%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
+$92.4K
933
+46%
减持
VZ
VERIZON COMMUNICATIONS INC
-$88.7K
9,507
-11%
减持
VUG
VANGUARD GROWTH ETF
-$88.5K
4,369
-3%
减持
SPSM
SPDR SER TR
-$85.8K
8,236
-18%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$82.7K
9,526
-10%
减持
V
VISA INC
-$78.4K
3,219
-7%
减持
GOOGL
ALPHABET INC
+$77.5K
7,243
-0%
减持
NKE
NIKE INC
-$76.9K
4,179
-3%
减持
DIS
DISNEY WALT CO
-$74.6K
7,642
-2%
减持
LLY
ELI LILLY &CO
+$74.2K
1,201
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$72.9K
1,471
+0%
增持
AMAT
APPLIED MATLS INC
-$72.0K
21,642
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$70.5K
1,318
+19%
减持
FTEC
FIDELITY COVINGTON TRUST
-$70.4K
5,301
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$69.8K
2,327
-12%
减持
PEP
PEPSICO INC
-$67.6K
3,320
-2%
减持
NEE
NEXTERA ENERGY INC
-$66.3K
3,874
-0%
增持
IFRA
ISHARES US INFRASTRUCTURE ETF
-$66.2K
59,932
+4%
减持
HSY
HERSHEY CO
-$65.6K
1,220
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$62.4K
4,708
+25%
减持
IXG
ISHARES TR
-$59.2K
3,807
-17%
减持
GOOG
ALPHABET INC
+$58.7K
10,765
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$58.6K
2,798
+0%
减持
PG
PROCTER AND GAMBLE CO
-$57.4K
6,561
-2%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKE
-$55.4K
16,130
+1%
减持
SBUX
STARBUCKS CORP
-$54.8K
4,663
-4%
增持
MRK
MERCK &CO INC
-$54.2K
4,813
+1%
减持
MCD
MCDONALDS CORP
-$52.6K
836
-9%
减持
LOW
LOWES COMPANIES INC
-$52.3K
1,395
-8%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$51.7K
4,225
+4%
增持
VNQ
VANGUARD INDEX FDS
-$50.9K
8,104
+2%
增持
ICLN
ISHARES TR
-$50.0K
16,244
+4%
增持
DBEF
DBX ETF TR
+$47.3K
16,769
+10%
增持
AXP
AMERICAN EXPRESS CO
-$46.2K
1,871
+0%
增持
IYH
ISHARES TR
+$45.2K
1,154
+21%
增持
IBM
IBM CORP
+$45.1K
4,687
+2%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$41.9K
5,861
+3%
减持
JPM
JPMORGAN CHASE &CO
-$41.8K
4,261
-6%
增持
IAU
ISHARES GOLD TR
-$41.5K
42,006
+1%
增持
ABT
ABBOTT LABS
-$40.7K
3,437
+0%
减持
COST
COSTCO WHOLESALE CO
-$40.4K
689
-14%
增持
NVS
NOVARTIS AG
+$39.6K
2,842
+2%
减持
VV
VANGUARD INDEX FDS
-$38.3K
3,632
-2%
减持
F
FORD MTR CO DEL
-$37.6K
10,132
-6%
增持
IMCG
ISHARES TR
+$37.3K
4,749
+24%
减持
BAC
BANK AMERICA CORP
-$37.2K
19,260
-2%
增持
DISV
DIMENSIONAL INTERN SMALLCAP VL ETF
+$36.9K
176,812
+0%
增持
MGK
VANGUARD MEGA CAP GROWTHETF
+$36.7K
3,286
+9%
增持
VHT
VANGUARD WORLD FDS
-$36.5K
7,363
+2%
减持
IVE
ISHARES TR
-$36.2K
2,497
-4%
增持
UNP
UNION PAC CORP
+$34.7K
1,460
+14%
增持
COWZ
PACER FDS TR
+$33.5K
12,786
+2%
减持
IBB
ISHARES TR
-$30.1K
3,956
-2%
增持
KO
COCA COLA CO
-$28.7K
7,133
+0%
增持
ABM
ABM INDS INC
-$26.1K
9,807
+0%
增持
WFC
WELLS FARGO CO NEW
-$25.5K
14,821
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$25.4K
6,370
-6%
