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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 29
增持 51
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK US EQY FCTR ROTN ETF
+$10.5M
236,755
增持
IVE
ISHARES S&P 500 VALUE ETF
+$10.3M
57,341
+2215%
建仓
V
VISA INC
+$5.3M
19,088
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。
减持
EFV
ISHARES TR
-$4.9M
78,094
-46%
减持
OEF
ISHARES S&P 100 ETF
-$4.7M
5,387
-80%
建仓
EFG
ISHARES TR
+$3.7M
35,948
建仓
WM
WASTE MGMT INC DEL
+$3.6M
17,001
减持
NVDA
NVIDIA CORP
+$3.3M
8,308
-2%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKT ETF
+$3.1M
674,426
+4%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$2.9M
92,889
-25%
增持
IUSB
ISHARES TR
+$2.8M
325,904
+25%
减持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
-$2.7M
7,365
-88%
减持
LQD
ISHARES IBOXX INVT GRADEBOND ETF
-$2.2M
8,505
-70%
减持
DUHP
DIMENSIONAL US HIGH PROFTBLTY ETF
+$1.8M
805,903
-2%
减持
ESGU
ISHARES TR
-$1.8M
8,463
-68%
减持
USMV
ISHARES MSCI USA MIN VOLUME FACTOR ETF
-$1.7M
16,715
-58%
减持
MBB
ISHARES MBS ETF
-$1.7M
58,200
-22%
减持
DFAC
DIMENSIONAL U S CORE EQUITY 2 ETF
+$1.6M
904,449
-3%
建仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ET
+$1.5M
44,190
增持
CSCO
CISCO SYS INC
+$1.5M
43,009
+230%
建仓
BINC
BLACKROCK FLEXIBLE INCOME ETF
+$1.5M
28,268
增持
AAPL
APPLE INC
-$1.4M
106,479
+4%
减持
TSLA
TESLA INC
-$1.4M
18,066
-1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$1.3M
73,317
+38%
清仓
GOOGL
ALPHABET INC
-$1.1M
0
-100%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$1.1M
43,821
+1792%
减持
IEMG
ISHARES INC
-$1.1M
21,451
-50%
增持
AMAT
APPLIED MATLS INC
+$1.0M
21,802
+2%
减持
DFLV
DIM US LRGE CAP VAL
+$951.0K
388,681
-2%
增持
MSFT
MICROSOFT CORP
+$874.0K
17,752
+1%
增持
BLV
VANGUARD LONG TERM BOND ETF
+$849.0K
48,830
+271178%
增持
TCAF
T ROWE PRICE ETF INC
+$836.0K
94,237
+29%
建仓
COWZ
PACER US CASH COWS 100 ETF
+$834.0K
14,349
增持
VGLT
VANGUARD LONG TERM TREASURY ETF
+$803.0K
56,642
+19986%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$789.0K
58,921
+1%
增持
DFAI
DIMENSIONAL INTERN CORE EQT MKT ETF
+$759.0K
296,850
+4%
增持
IEFA
ISHARES TR
+$693.0K
126,311
+2%
建仓
WFC
WELLS FARGO CO NEW
+$688.0K
11,868
清仓
VOE
VANGUARD INDEX FDS
-$676.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$626.0K
19,899
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$614.0K
9,043
+208%
减持
IVV
ISHARES TR
+$609.0K
115,072
-8%
减持
DFIC
DIMENSIONAL INTERN CORE EQUITY 2 ETF
+$567.0K
490,580
-0%
增持
IXC
ISHARES GLOBAL ENERGY ETF
+$559.0K
53,312
+21%
建仓
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
+$547.0K
2,920
建仓
ADBE
ADOBE INC
+$520.0K
1,030
减持
GOVT
ISHARES US TREASURY BOND ETF
-$505.0K
85,121
-20%
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKE
+$485.0K
21,986
+32%
增持
VUG
VANGUARD GROWTH ETF
+$474.0K
5,421
+40%
增持
ORCL
ORACLE CORP
+$470.0K
22,966
+0%
减持
META
META PLATFORMS INC
+$451.0K
4,217
-7%
清仓
ABM
ABM INDS INC
-$439.0K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$407.0K
9,694
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$402.0K
1,788
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$390.0K
99,934
+11629%
清仓
SPTM
SPDR PORTFOLIO S P 1500 CMPST ST ETF
-$381.0K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$344.0K
4,483
建仓
CPAY
CORPAY INC
+$344.0K
1,115
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.0K
5,477
-1%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$315.0K
0
-100%
减持
VTV
VANGUARD VALUE ETF
+$301.0K
17,954
-38%
减持
IAU
ISHARES GOLD TR
-$298.0K
6,924
-30%
减持
DIHP
DIMENSIONAL INTERN HIGH PROFIT ETF
+$284.0K
257,966
-1%
建仓
WMT
WALMART INC
+$270.0K
4,485
建仓
ICVT
ISHARES TR
+$264.0K
3,280
减持
DFAT
DIMENSIONAL U S TARGETED VALUE ETF
+$263.0K
142,513
-0%
增持
IFRA
ISHARES US INFRASTRUCTURE ETF
+$258.0K
66,040
+2%
增持
DISV
DIMENSIONAL INTERN SMALLCAP VL ETF
+$257.0K
177,216
+0%
清仓
MCD
MCDONALDS CORP
-$248.0K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$247.0K
810
建仓
IJH
ISHARES TR
+$242.0K
3,989
建仓
GE
GENERAL ELECTRIC CO
+$239.0K
1,361
增持
DFUV
DIMENSIONAL ETF TRUST
+$239.0K
27,950
+15%
建仓
MPC
MARATHON PETE CORP
+$231.0K
1,147
建仓
NVO
NOVO-NORDISK A S
+$231.0K
1,797
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$229.0K
4,217
减持
AMD
ADVANCED MICRO DEVICES INC
+$228.0K
6,981
-0%
清仓
GII
SPDR INDEX SHS FDS
-$226.0K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$226.0K
1,983
清仓
A
AGILENT TECHNOLOGIES
-$221.0K
0
-100%
建仓
HDV
ISHARES TR
+$220.0K
1,997
建仓
WEC
WEC ENERGY GROUP INC
+$218.0K
2,653
建仓
KR
KROGER CO
+$216.0K
3,782
建仓
COP
CONOCOPHILLIPS
+$214.0K
1,682
减持
JNJ
JOHNSON &JOHNSON
-$212.0K
2,100
-39%
建仓
DIVB
ISHARES TR
+$211.0K
4,744
增持
TLT
ISHARES TR
+$208.0K
70,161
+8%
清仓
NFLX
NETFLIX INC
-$207.0K
0
-100%
清仓
PFE
PFIZER INC
-$207.0K
0
-100%
增持
VFH
VANGUARD FINANCIALS ETF
+$203.0K
12,620
+34956%
建仓
—
ROYAL CARIBBEAN GROUP
+$200.0K
1,441
增持
VHT
VANGUARD HEALTH CARE ETF
+$197.0K
7,694
+966%
减持
DIS
DISNEY WALT CO
+$172.0K
6,967
-8%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$171.0K
65,816
-13%
清仓
SPYV
SPDR SER TR
-$171.0K
0
-100%
增持
VB
VANGUARD SMALL CAP ETF IV
+$166.0K
9,157
+1991%
清仓
FDD
FIRST TR STOXX EUROPEAN SELE
-$166.0K
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$165.0K
29,738
+284%
减持
MGK
VANGUARD MEGA CAP GROWTHETF
+$155.0K
3,838
-45%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$154.0K
4,475
+7891%
减持
BA
BOEING CO
-$146.0K
1,790
-5%
增持
SPY
SPDR S&P 500 ETF
+$145.0K
1,540
+11%
清仓
VXUS
VANGUARD STAR FDS
-$142.0K
0
-100%
增持
IBM
IBM CORP
+$141.0K
4,702
+2%
清仓
F
FORD MTR CO DEL
-$138.0K
0
-100%
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$132.0K
6,765
+196%
减持
ABBV
ABBVIE INC
+$129.0K
6,808
-5%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
+$128.0K
8,836
-91%
减持
DFEM
DIMENSIONAL ETF TRUST
+$120.0K
236,162
-0%
增持
IWF
ISHARES TR
+$119.0K
1,508
+18%
减持
NKE
NIKE INC
-$116.0K
3,588
-14%
减持
GOOG
ALPHABET INC
+$111.0K
10,993
-1%
减持
BAC
BANK AMERICA CORP
+$106.0K
26,972
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$104.0K
623
-33%
减持
JPM
JPMORGAN CHASE & CO
+$102.0K
4,394
-4%
增持
KO
COCA COLA CO
+$96.0K
8,803
+17%
增持
PHM
PULTE GROUP INC
+$96.0K
5,499
+0%
增持
TLH
ISHARES TR
+$90.0K
10,930
+12%
增持
EFA
ISHARES MSCI EAFE ETF
+$90.0K
8,106
+0%
减持
INTC
INTEL CORP
-$87.0K
12,336
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$87.0K
3,534
-6%
增持
VV
VANGUARD INDEX FDS
+$81.0K
3,648
+9500%
增持
DFCF
DIMENSIONAL ETF TRUST
-$78.0K
293,323
+0%
减持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$73.0K
6,885
-66%
增持
TGT
TARGET CORP
+$73.0K
2,076
+0%
增持
SCHB
SCHWAB US BROAD MARKET ETF
+$70.0K
5,264
+17%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$70.0K
2,542
-2%
增持
SOXX
ISHARES TR
+$70.0K
1,257
+239%
增持
FTEC
FIDELITY COVINGTON TRUST
+$68.0K
5,319
+0%
减持
AVGO
BROADCOM INC
+$65.0K
393
-4%
增持
TIP
ISHARES TIPS BOND ETF
+$65.0K
9,488
+7%
减持
HD
HOME DEPOT INC
+$62.0K
2,057
-2%
增持
SPYM
SPDR SER TR
+$60.0K
8,493
+132%
减持
FALN
ISHARES TR
-$60.0K
15,914
-14%
减持
LLY
ELI LILLY &CO
+$55.0K
879
-19%
增持
IWD
ISHARES TR
+$55.0K
1,531
+16%
减持
PSX
PHILLIPS 66
+$54.0K
1,888
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$54.0K
7,691
+234%
减持
—
TRANE TECHNOLOGIES PLC
+$53.0K
960
-0%
减持
AXP
AMERICAN EXPRESS CO
+$53.0K
1,527
-3%
减持
MRK
MERCK & CO. INC.
+$53.0K
3,381
-6%
减持
CVX
CHEVRON CORP
+$50.0K
20,748
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$49.0K
2,754
-15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$49.0K
2,859
+0%
减持
NVS
NOVARTIS AG
-$46.0K
2,474
-12%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$46.0K
11,251
+3034%
减持
ABT
ABBOTT LABS
-$44.0K
3,022
-14%
减持
INTU
INTUIT
+$44.0K
1,987
-0%
减持
T
AT&T INC
-$42.0K
20,895
-14%
减持
COST
COSTCO WHOLESALE CO
+$41.0K
698
-2%
