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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 69
减持 49
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$6.2M
59,813
-17%
增持
TSLA
TESLA INC
+$5.5M
25,249
+41%
减持
ENPH
ENPHASE ENERGY INC
-$5.4M
121,892
-0%
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
MTUM
ISHARES TR
+$5.3M
25,397
清仓
HEFA
ISHARES CURRENCY HEDG
-$3.3M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$3.1M
415,575
+45%
增持
IEFA
ISHARES TR
+$2.9M
173,901
+46%
增持
IEMG
ISHARES INC
+$2.5M
76,176
+202%
增持
DFAU
DIMENSIONAL ETF TRUST
+$2.0M
753,350
+5%
增持
EMXC
ISHARES INC
+$1.9M
168,888
+38%
减持
TLT
ISHARES TR
-$1.9M
56,723
-18%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
98,532
+5%
建仓
DGCFX
DFA GLOBAL CORE PLUS FIX
+$1.6M
180,626
减持
AAPL
APPLE INC
+$1.6M
116,709
-1%
减持
V
VISA INC
-$1.6M
11,057
-40%
减持
IUSB
ISHARES TR
-$1.6M
310,344
-6%
增持
IAU
ISHARES GOLD TR
+$1.5M
37,445
+481%
减持
AMAT
APPLIED MATLS INC
-$1.5M
18,301
-17%
清仓
IGEB
ISHARES INVEST GRD SYS
-$1.5M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
405,740
+2%
增持
GOOG
ALPHABET INC
+$1.1M
15,762
+40%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
-$981.9K
503,581
+1%
清仓
TIP
ISHARES TIPS BOND ETF
-$887.0K
0
-100%
建仓
—
ADVANCED MICRO DEVICES INC
+$771.4K
6,386
增持
QUAL
ISHARES TR
+$739.3K
119,750
+4%
减持
IVW
ISHARES TR
+$710.2K
231,335
-3%
清仓
LQD
ISHARES IBOXX INVT GRADE
-$652.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$576.9K
11,114
+21%
增持
EFG
ISHARES TR
+$562.0K
57,723
+24%
增持
VTI
VANGUARD INDEX FDS
+$544.5K
43,050
+2%
减持
DUHP
DIMENSIONAL ETF TRUST
-$531.7K
782,259
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
-$528.3K
270,923
+2%
增持
EFV
ISHARES TR
+$523.9K
111,234
+21%
减持
AMZN
AMAZON COM INC
+$522.5K
19,761
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$505.2K
4,684
+50%
建仓
SCHG
SCHWAB STRATEGIC TR
+$491.8K
17,527
减持
VOO
VANGUARD INDEX FDS
-$486.1K
7,574
-13%
增持
BINC
BLACKROCK ETF TRUST II
+$468.1K
43,343
+31%
增持
SCHB
SCHWAB STRATEGIC TR
+$428.1K
32,164
+609%
建仓
FLRN
SPDR BLOOMBERG INT GRD
+$417.6K
13,589
增持
CRWD
CROWDSTRIKE HLDGS INC
+$415.4K
6,656
+0%
增持
DFEM
DIMENSIONAL ETF TRUST
-$412.0K
244,958
+1%
建仓
SCHX
SCHWAB STRATEGIC TR
+$396.5K
15,873
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$366.2K
105,797
+4%
增持
CRM
SALESFORCE INC
+$362.7K
1,821
+103%
减持
DFLV
DIMENSIONAL ETF TRUST
-$360.5K
411,550
-0%
清仓
SMH
VANECK SEMICONDUCTOR
-$355.0K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
-$345.0K
186,935
+2%
增持
TLH
ISHARES TR
+$327.1K
14,699
+41%
减持
AVGO
BROADCOM INC
+$325.0K
5,608
-1%
增持
CSCO
CISCO SYS INC
+$306.9K
43,646
+2%
增持
TCAF
T ROWE PRICE ETF INC
+$304.9K
111,149
+9%
减持
GOVT
ISHARES TR
-$300.6K
66,105
-14%
建仓
HYDB
ISHARES TR
+$291.2K
6,303
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$290.2K
3,837
清仓
TFLO
ISHARES TREASURY FLOATNG
-$281.0K
0
-100%
减持
IXC
ISHARES TR
-$274.6K
10,305
-38%
清仓
GILD
GILEAD SCIENCES INC
-$272.0K
0
-100%
建仓
MACMX
BLACKROCK CALIFORNIA MUN
+$271.8K
22,684
增持
FLOT
ISHARES TR
+$271.0K
10,730
+99%
清仓
IRM
IRON MTN INC DEL
-$269.0K
0
-100%
建仓
AGG
ISHARES TR
+$251.5K
2,595
建仓
SNPS
SYNOPSYS INC
+$251.1K
517
建仓
VOX
VANGUARD WORLD FD
+$244.7K
1,579
减持
EMB
ISHARES TR
-$237.8K
27,923
-4%
增持
MBB
ISHARES TR
-$220.3K
56,774
+1%
清仓
LOW
LOWES COS INC
-$220.0K
0
-100%
增持
VGT
VANGUARD WORLD FD
+$218.1K
4,342
+2%
清仓
VSGX
VANGUARD WORLD FD
-$218.0K
0
-100%
建仓
MAGS
LISTED FNDS RONDHL
+$213.7K
3,926
清仓
DEO
DIAGEO PLC
-$213.0K
0
-100%
清仓
PFE
PFIZER INC
-$210.0K
0
-100%
建仓
SCHF
SCHWAB STRATEGIC TR
+$207.4K
11,210
建仓
SCHM
SCHWAB STRATEGIC TR
+$201.9K
7,285
清仓
ESS
ESSEX PPTY TR INC
-$201.0K
0
-100%
增持
PHM
PULTE GROUP INC
-$189.1K
5,536
+0%
增持
—
EXXON MOBIL CORP
+$186.9K
7,091
+44%
减持
WFC
WELLS FARGO CO NEW
+$173.9K
12,855
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$169.6K
1,528
-2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$161.2K
322,645
+6%
减持
ESGU
ISHARES TR
-$160.3K
4,500
-23%
建仓
DBLTX
DOUBLELINE TOTAL RETURN
+$159.3K
18,375
增持
COST
COSTCO WHSL CORP NEW
+$159.1K
881
+21%
增持
JPM
JPMORGAN CHASE
+$155.2K
4,589
+2%
增持
VUG
VANGUARD INDEX FDS
+$151.6K
5,612
+0%
增持
OEF
ISHARES TR
+$145.0K
4,542
+8%
增持
BAC
BANK AMERICA CORP
+$144.6K
26,999
+3%
增持
VFH
VANGUARD WORLD FD
+$144.3K
13,164
+3%
增持
VHT
VANGUARD WORLD FD
-$142.0K
7,332
+3%
减持
ORCL
ORACLE CORP
-$137.4K
24,008
-1%
增持
AMGN
AMGEN INC
-$136.6K
2,545
+2%
增持
ABBV
ABBVIE INC
-$134.4K
7,212
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$133.3K
32,681
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$122.3K
5,300
+12%
增持
DIS
DISNEY WALT CO
+$119.6K
7,621
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$116.1K
9,886
-4%
减持
BND
VANGUARD BD INDEX FDS
-$114.6K
4,756
-23%
减持
ADBE
ADOBE INC
-$112.9K
1,419
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$111.9K
139,330
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$109.7K
8,735
-15%
减持
VTV
VANGUARD INDEX FDS
-$107.6K
17,732
-0%
增持
MGK
VANGUARD WORLD FD
+$104.2K
3,920
+2%
减持
CAT
CATERPILLAR INC
-$103.7K
894
-18%
建仓
MANLX
BLACKROCK NATIONAL MUNIC
+$103.7K
10,319
增持
PSA
PUBLIC STORAGE OPER CO
-$102.1K
1,689
+1%
减持
IBB
ISHARES TR
-$101.3K
3,575
-9%
增持
ICVT
ISHARES TR
+$96.5K
4,406
+37%
减持
DFAC
DIMENSIONAL ETF TRUST
+$94.7K
907,090
-1%
增持
WM
WASTE MGMT INC DEL
-$94.5K
16,336
+0%
减持
IYW
ISHARES TR
-$93.9K
46,533
-6%
减持
PEP
PEPSICO INC
-$83.2K
3,766
-2%
清仓
NAII
NATURAL ALTERNATIVES INTL IN
-$80.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$79.7K
4,301
-6%
增持
ALL
ALLSTATE CORP
+$78.1K
2,008
+23%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$75.1K
2,758
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.8K
5,707
+19%
减持
UNH
UNITEDHEALTH GROUP INC
-$73.4K
837
-1%
增持
KO
COCA COLA CO
-$71.0K
8,995
+2%
减持
NFLX
NETFLIX INC
+$67.0K
525
-7%
增持
TTD
THE TRADE DESK INC
+$66.6K
2,507
+21%
减持
SHW
SHERWIN WILLIAMS CO
-$65.2K
1,006
-6%
增持
WMT
WALMART INC
+$63.3K
6,479
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$63.2K
5,491
+1%
增持
ICLN
ISHARES TR
-$63.1K
24,421
+5%
减持
USMV
ISHARES TR
-$60.3K
7,046
-7%
减持
INTC
INTEL CORP
-$59.4K
10,752
-8%
减持
GS
GOLDMAN SACHS GROUP INC
+$54.1K
717
-1%
减持
MRK
MERCK &CO INC
-$53.9K
3,439
-1%
减持
VB
VANGUARD INDEX FDS
-$53.0K
9,202
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$52.9K
5,913
-0%
增持
VBR
VANGUARD INDEX FDS
+$51.7K
7,593
+5%
减持
BA
BOEING CO
+$51.7K
2,060
-0%
增持
BSV
VANGUARD BD INDEX FDS
+$50.7K
5,484
+15%
减持
AXP
AMERICAN EXPRESS CO
+$43.6K
1,865
-1%
减持
TSM
TAIWAN SEMICONDUCTOR M F
+$43.2K
2,310
-3%
增持
IVE
ISHARES TR
-$42.3K
59,361
+3%
增持
IFRA
ISHARES TR
+$41.9K
69,582
+3%
增持
MSFT
MICROSOFT CORP
-$39.1K
18,922
+2%
增持
SPYV
SPDR SER TR
+$38.9K
7,821
+14%
增持
FBCG
FIDELITY COVINGTON TRUST
+$38.5K
10,926
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$38.3K
3,189
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$38.3K
3,130
-2%
减持
WEC
WEC ENERGY GROUP INC
-$37.1K
2,540
-11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$36.2K
13,294
+1%
减持
GE
GE AEROSPACE
-$34.7K
1,470
-1%
增持
EFA
ISHARES TR
-$34.2K
8,620
+5%
减持
VONG
VANGUARD RUSSELL 1000
+$33.6K
6,889
-2%
减持
TGT
TARGET CORP
-$33.1K
1,568
-0%
增持
LLY
ELI LILLY &CO
-$32.6K
1,586
+12%
