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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 56
减持 52
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
DFCF
DIMENSIONAL ETF TRUST
+$12.4M
292,006
增持
IVV
ISHARES CORE S&P 500 ETF
+$11.2M
125,402
+11%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$6.6M
648,558
+30%
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
OEF
ISHARES S&P 100 ETF
+$6.0M
26,965
清仓
EFG
ISHARES MSCI EAFE GROWTHETF
-$5.7M
0
-100%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$3.5M
123,522
+11%
增持
AAPL
APPLE INC
+$3.3M
102,414
+7%
增持
IYW
ISHARES TR
+$3.1M
58,352
+50%
建仓
EMXC
ISHARES INC
+$3.0M
53,312
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$2.3M
933,081
-2%
清仓
—
PFG Active Core Bond Strategy R
-$2.3M
0
-100%
减持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$2.2M
826,477
-1%
增持
ENPH
ENPHASE ENERGY INC
+$2.2M
115,267
+6%
建仓
TCAF
T ROWE PRICE ETF INC
+$2.0M
72,839
清仓
IJH
ISHARES CORE S&P MID-CAPETF
-$2.0M
0
-100%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$2.0M
39,421
-43%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$1.9M
143,557
-3%
减持
ESGU
ISHARES TR
-$1.9M
26,686
-46%
建仓
IXC
ISHARES TR
+$1.7M
44,210
减持
BLV
VANGUARD BD INDEX FDS
+$1.6M
18
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.6M
282
-98%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.6M
75,652
+26%
增持
MSFT
MICROSOFT CORP
+$1.2M
17,540
+2%
减持
DFIC
DIMENSIONAL ETF TRUST
+$1.1M
491,802
-0%
增持
TLT
ISHARES TR
+$1.0M
65,203
+6%
减持
IAU
ISHARES GOLD TR
-$881.0K
9,938
-76%
减持
DFAT
DIMENSIONAL ETF TRUST
+$881.0K
143,208
-1%
减持
VTI
VANGUARD INDEX FDS
+$863.0K
2,316
-95%
减持
GOVT
ISHARES TR
-$856.0K
106,083
-29%
增持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
+$854.0K
27,964
+27%
减持
TIP
ISHARES TIPS BOND ETF
-$841.0K
8,874
-49%
减持
DFLV
DIMENSIONAL ETF TRUST
+$821.0K
395,886
-1%
增持
TLH
ISHARES TR
+$747.0K
9,769
+209%
清仓
V
VISA INC
-$740.0K
0
-100%
清仓
COWZ
PACER FDS TR
-$632.0K
0
-100%
减持
DIHP
DIMENSIONAL ETF TRUST
+$631.0K
259,655
-0%
清仓
WFC
WELLS FARGO CO NEW
-$606.0K
0
-100%
减持
IEFA
ISHARES TR
+$590.0K
123,382
-2%
减持
NVDA
NVIDIA CORP
+$494.0K
8,483
-0%
增持
AMZN
AMAZON COM INC
+$486.0K
19,517
+2%
减持
AMAT
APPLIED MATLS INC
+$469.0K
21,379
-1%
减持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
-$467.0K
260,525
-9%
增持
MBB
ISHARES MBS ETF
+$465.0K
74,842
+1%
清仓
VLUE
ISHARES TR
-$448.0K
0
-100%
清仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$447.0K
0
-100%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$440.0K
56
-99%
增持
IFRA
ISHARES TR
+$410.0K
64,857
+8%
增持
BAC
BANK AMERICA CORP
+$390.0K
27,248
+41%
减持
DFEM
DIMENSIONAL ETF TRUST
+$370.0K
236,192
-0%
增持
DISV
DIMENSIONAL ETF TRUST
+$360.0K
177,033
+0%
建仓
GS
GOLDMAN SACHS GROUP
+$359.0K
930
清仓
EEMV
ISHARES INC
-$346.0K
0
-100%
清仓
IYE
ISHARES TR
-$340.0K
0
-100%
清仓
ESGE
ISHARES INC
-$321.0K
0
-100%
清仓
IYH
ISHARES TR
-$312.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$308.0K
0
-100%
减持
TFLO
ISHARES TR
-$306.0K
61,860
-8%
清仓
SPSM
SPDR SER TR
-$304.0K
0
-100%
增持
META
META PLATFORMS INC
+$296.0K
4,513
+4%
建仓
TGT
TARGET CORP
+$296.0K
2,075
减持
VOO
VANGUARD INDEX FDS
+$293.0K
2,936
-66%
建仓
ADI
ANALOG DEVICES INC
+$292.0K
1,470
减持
AMD
ADVANCED MICRO DEVICES INC
+$290.0K
7,000
-9%
清仓
IXG
ISHARES TR
-$268.0K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$258.0K
1,000
减持
VFH
VANGUARD WORLD FDS
+$250.0K
36
-100%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$245.0K
7,740
-69%
增持
INTC
INTEL CORP
+$244.0K
12,583
+15%
清仓
HSY
HERSHEY CO
-$244.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$240.0K
0
-100%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$233.0K
0
-100%
建仓
CRM
SALESFORCE INC
+$230.0K
873
清仓
KR
KROGER CO
-$227.0K
0
-100%
减持
INTU
INTUIT
+$224.0K
1,996
-0%
清仓
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$222.0K
0
-100%
建仓
A
AGILENT TECHNOLOGIES
+$221.0K
1,586
清仓
ADBE
ADOBE INC
-$219.0K
0
-100%
建仓
IJK
ISHARES S&P MID CAP 400 GRWTH ETF
+$217.0K
2,736
减持
VUG
VANGUARD GROWTH ETF
+$216.0K
3,861
-12%
建仓
SOXX
ISHARES TR
+$214.0K
371
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$210.0K
20,062
+326%
建仓
DUK
DUKE ENERGY CORP NEW
+$210.0K
2,168
清仓
SLV
ISHARES SILVER TR
-$209.0K
0
-100%
增持
CVX
CHEVRON CORP
-$207.0K
21,610
+6%
建仓
NFLX
NETFLIX INC
+$207.0K
426
建仓
PFE
PFIZER INC
+$207.0K
7,188
建仓
SYK
STRYKER CORPORATION
+$203.0K
679
清仓
COP
CONOCOPHILLIPS
-$202.0K
0
-100%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$199.0K
7,027
+114%
减持
VB
VANGUARD INDEX FDS
+$199.0K
438
-95%
增持
QQQ
INVESCO QQQ TR
+$195.0K
2,587
+7%
减持
VBR
VANGUARD INDEX FDS
+$189.0K
2,286
-63%
减持
IJR
ISHARES TR
-$172.0K
3,589
-40%
增持
VT
VANGUARD INTL EQUITY INDEX F
-$172.0K
109,329
+2694%
建仓
SPYV
SPDR SER TR
+$171.0K
4,218
减持
VEU
VANGUARD FTSE ALL WORLD EX US ETF
+$168.0K
852
-99%
增持
PHM
PULTE GROUP INC
+$161.0K
5,489
+0%
增持
JPM
JPMORGAN CHASE & CO
+$160.0K
4,576
+7%
增持
VTV
VANGUARD INDEX FDS
-$156.0K
28,868
+43%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKE
+$156.0K
16,690
+3%
减持
VHT
VANGUARD WORLD FDS
+$154.0K
722
-90%
增持
GOOG
ALPHABET INC
+$144.0K
11,089
+3%
建仓
VXUS
VANGUARD STAR FDS
+$142.0K
41,891
增持
GOOGL
ALPHABET INC
+$142.0K
7,804
+8%
增持
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
+$136.0K
9,713
+108%
增持
BA
BOEING CO
+$134.0K
1,889
+1%
增持
EFA
ISHARES MSCI EAFE ETF
+$118.0K
8,091
+27%
减持
FTEC
FIDELITY COVINGTON TRUST
+$109.0K
5,297
-0%
减持
MRK
MERCK & CO. INC.
-$102.0K
3,602
-25%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$99.0K
4,631
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$98.0K
24,291
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$97.0K
1,389
+5%
增持
LMT
LOCKHEED MARTIN CORP
+$95.0K
1,535
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$93.0K
3,233
+0%
增持
T
AT&T INC
+$92.0K
24,349
+15%
减持
HD
HOME DEPOT INC
+$91.0K
2,096
-0%
增持
USB
US BANCORP DEL
+$87.0K
8,418
+0%
减持
VV
VANGUARD INDEX FDS
+$83.0K
38
-99%
增持
COST
COSTCO WHSL CORP NEW
+$82.0K
714
+4%
增持
CAT
CATERPILLAR INC
+$81.0K
1,226
+8%
增持
BND
VANGUARD BD INDEX FDS
-$80.0K
93,692
+1007%
减持
LOW
LOWES COS INC
-$80.0K
945
-32%
增持
RTX
RTX CORPORATION
+$76.0K
3,559
+15%
增持
—
EXXON MOBIL CORP
-$68.0K
4,124
+1%
减持
VOE
VANGUARD INDEX FDS
+$66.0K
56
-99%
增持
ICLN
ISHARES TR
+$62.0K
20,181
+24%
减持
DIS
DISNEY WALT CO
+$62.0K
7,542
-1%
减持
UNP
UNION PAC CORP
+$60.0K
1,452
-1%
增持
ABBV
ABBVIE INC
+$57.0K
7,170
+1%
减持
DFAI
DIMENSIONAL ETF TRUST
-$56.0K
286,613
-10%
增持
ABT
ABBOTT LABS
+$55.0K
3,527
+3%
增持
IBB
ISHARES TR
+$55.0K
3,966
+0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$54.0K
359
-96%
增持
MA
MASTERCARD INCORPORATED
+$54.0K
921
+7%
减持
NKE
NIKE INC
+$53.0K
4,171
-0%
减持
SPYM
SPDR SER TR
+$49.0K
3,661
-56%
减持
IVE
ISHARES TR
+$47.0K
2,477
-1%
减持
ABM
ABM INDS INC
+$47.0K
9,803
-0%
增持
AVUV
AMERICAN CENTY ETF TR
+$46.0K
3,705
+0%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$46.0K
5,540
+1%
减持
GLD
SPDR GOLD TR
+$46.0K
125
-93%
增持
KO
COCA COLA CO
+$44.0K
7,517
+5%
增持
VNQ
VANGUARD INDEX FDS
+$44.0K
48,723
+501%
减持
IWF
ISHARES TR
+$43.0K
1,283
-1%
增持
JNJ
JOHNSON &JOHNSON
+$43.0K
3,470
+8%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$42.0K
7,222
+23%
减持
PG
PROCTER AND GAMBLE CO
-$40.0K
6,258
-5%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
+$40.0K
934
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$38.0K
76
-97%
增持
IMCG
ISHARES TR
+$37.0K
4,776
+1%
