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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 42
减持 33
清仓 68
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES CORE S&P 500
-$10.3M
44,266
-26%
减持
IEFA
ISHARES CORE MSCI EAFE
-$6.9M
70,119
-60%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$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
EFG
ISHARES TR
-$5.6M
0
-100%
增持
TLH
ISHARES 10-20 YEAR TSURY
+$5.5M
67,039
+356%
清仓
MBB
ISHARES TR
-$5.2M
0
-100%
增持
IVE
ISHARES S&P 500 VALUE
+$5.1M
86,091
+45%
清仓
TLT
ISHARES TR
-$4.9M
0
-100%
减持
TSLA
TESLA INC
-$4.7M
21,063
-17%
增持
OEF
ISHARES S&P 100 ETF
+$4.2M
20,366
+348%
减持
AAPL
APPLE INC
-$3.8M
114,290
-2%
增持
IEMG
ISHARES CORE MSCI
+$3.0M
128,866
+69%
清仓
VGT
VANGUARD WORLD FD
-$2.7M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.7M
0
-100%
清仓
EMB
ISHARES TR
-$2.5M
0
-100%
增持
QUAL
ISHARES MSCI USA QLTY
+$2.4M
138,465
+16%
清仓
VUG
VANGUARD INDEX FDS
-$2.3M
0
-100%
增持
NVDA
NVIDIA CORP
-$2.2M
101,420
+3%
减持
EMXC
ISHARES INC
-$1.9M
135,801
-20%
清仓
IAU
ISHARES GOLD TR
-$1.9M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.8M
896,019
-1%
清仓
DGCFX
DFA GLOBAL CORE PLUS FIX
-$1.6M
0
-100%
减持
IFRA
ISHARES TR
-$1.6M
35,567
-49%
清仓
VEA
Vanguard FTSE Developed Markets ETF
-$1.6M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$1.4M
0
-100%
减持
DFAI
DIMENSIONAL ETF TRUST
-$1.4M
344,745
-17%
清仓
PG
PROCTER AND GAMBLE CO
-$1.2M
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
0
-100%
清仓
JPM
JPMORGAN CHASE
-$1.1M
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.0M
505,020
+0%
清仓
WFC
WELLS FARGO CO NEW
-$902.9K
0
-100%
清仓
SPY
SPDR SP 500 ETF IV
-$891.8K
0
-100%
增持
MSFT
MICROSOFT CORP
-$859.7K
18,957
+0%
增持
IVW
ISHARES S&P 500 GROWTH
-$849.2K
243,834
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$806.8K
814,487
+8%
清仓
—
ADVANCED MICRO DEVICES INC
-$771.4K
0
-100%
清仓
VONG
VANGUARD RUSSELL 1000
-$711.6K
0
-100%
增持
IYW
ISHARES TR
-$666.0K
48,100
+3%
减持
ORCL
ORACLE CORP
-$654.2K
23,936
-0%
清仓
ADBE
ADOBE INC
-$631.1K
0
-100%
清仓
USMV
ISHARES TR
-$626.7K
0
-100%
清仓
CRM
SALESFORCE INC
-$608.7K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$589.8K
0
-100%
清仓
ESGU
ISHARES TR
-$579.7K
0
-100%
减持
DUHP
DIMENSIONAL ETF TRUST
-$547.9K
779,772
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
-$538.4K
140,123
+1%
增持
GOOG
ALPHABET INC
-$526.6K
15,843
+1%
清仓
JNJ
JOHNSON &JOHNSON
-$512.4K
0
-100%
清仓
FBCG
FIDELITY COVINGTON TRUST
-$505.5K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$502.4K
0
-100%
增持
DIHP
DIMENSIONAL ETF TRUST
+$500.1K
272,182
+0%
清仓
MA
MASTERCARD INCORPORATED
-$497.7K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$491.8K
0
-100%
增持
DISV
DIMENSIONAL ETF TRUST
+$489.6K
187,313
+0%
减持
S
SENTINELONE INC
-$487.3K
14,447
-57%
增持
WM
WASTE MGMT INC DEL
+$485.9K
16,338
+0%
减持
EFV
ISHARES MSCI EAFE VALUE
-$485.5K
90,701
-18%
清仓
TSM
TAIWAN SEMICONDUCTOR M F
-$456.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$448.1K
43,763
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$435.8K
13,671
-57%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$423.7K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$421.3K
0
-100%
清仓
RTX
RTX CORPORATION
-$414.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$411.3K
8,059
+6%
清仓
SPYV
SPDR SER TR
-$399.9K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$396.5K
0
-100%
清仓
IXC
ISHARES TR
-$393.4K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$373.9K
21,564
-3%
清仓
ICVT
ISHARES TR
-$365.5K
0
-100%
增持
GOOGL
ALPHABET INC
-$355.0K
11,310
+2%
建仓
HIMU
BLACKROCK ETF TRUST II
+$352.3K
7,113
清仓
VZ
VERIZON COMMUNICATIONS INC
-$349.3K
0
-100%
清仓
MRK
MERCK &CO INC
-$342.1K
0
-100%
增持
MTUM
ISHARES MSCI USA MOMNTUM
+$335.0K
27,655
+9%
增持
ENPH
ENPHASE ENERGY INC
-$329.0K
129,614
+6%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$322.8K
0
-100%
建仓
DGRO
ISHARES TR
+$309.3K
5,006
增持
BINC
BLACKROCK ETF TRUST II
+$302.1K
48,682
+12%
减持
IUSB
ISHARES CORE TOTAL USD
+$300.4K
309,960
-0%
清仓
TTD
THE TRADE DESK INC
-$294.6K
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$292.2K
76,182
+3%
清仓
HYDB
ISHARES TR
-$291.2K
0
-100%
减持
V
VISA INC
+$280.7K
10,772
-3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$275.4K
19,417
+51%
清仓
MACMX
BLACKROCK CALIFORNIA MUN
-$271.8K
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$266.0K
5,362
增持
BLV
VANGUARD BD INDEX FDS
+$260.8K
65,218
+3%
增持
AVGO
BROADCOM INC
-$257.1K
6,229
+11%
建仓
GILD
GILEAD SCIENCES INC
+$256.6K
2,290
清仓
IWD
ISHARES TR
-$251.5K
0
-100%
清仓
AGG
ISHARES TR
-$251.5K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
-$245.5K
9,923
+0%
清仓
QCOM
QUALCOMM INC
-$241.2K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$240.2K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$240.1K
18,854
+3%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$237.9K
0
-100%
清仓
NKE
NIKE INC
-$234.0K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$233.2K
0
-100%
清仓
—
ROYAL CARIBBEAN GROUP
-$230.4K
0
-100%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$228.2K
0
-100%
清仓
SPMO
INVSC S P 500 MOMENTUM
-$227.2K
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$223.8K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$217.7K
0
-100%
清仓
SRE
SEMPRA
-$217.6K
0
-100%
清仓
MAGS
LISTED FNDS RONDHL
-$213.7K
0
-100%
清仓
—
ACCENTURE PLC IRELAND F
-$212.5K
0
-100%
清仓
TGT
TARGET CORP
-$211.9K
0
-100%
建仓
ESGV
VANGUARD WORLD FD
+$211.7K
2,162
清仓
PLD
PROLOGIS INC.
-$208.9K
0
-100%
建仓
ESS
ESSEX PPTY TR INC
+$208.8K
681
清仓
IJK
ISHARES TR
-$207.9K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$207.4K
0
-100%
建仓
KR
KROGER CO
+$206.3K
3,048
清仓
SLV
ISHARES SILVER TR
-$206.2K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$201.9K
0
-100%
增持
FLOT
ISHARES FLOATING RATE
+$196.4K
14,542
+36%
减持
GOVT
ISHARES TR
-$193.0K
57,316
-13%
增持
DYNF
BLACKROCK ETF TRUST
+$170.5K
429,888
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$169.4K
5,445
+42%
增持
VB
VANGUARD INDEX FDS
-$166.0K
9,221
+0%
清仓
DBLTX
DOUBLELINE TOTAL RETURN
-$159.3K
0
-100%
减持
TCAF
T ROWE PRICE ETF INC
-$152.0K
109,757
-1%
增持
VHT
VANGUARD WORLD FD
+$134.9K
7,535
+3%
增持
FTEC
FIDELITY COVINGTON TRUST
-$128.8K
5,496
+0%
增持
FLRN
SPDR BLOOMBERG INT GRD
+$127.3K
17,680
+30%
减持
XLK
SELECT SECTOR SPDR TR
-$118.4K
2,793
-7%
减持
COWZ
PACER FDS TR
-$114.1K
15,691
-9%
减持
IJR
ISHARES CORE S&P SMALL
-$114.0K
5,384
-8%
减持
AMGN
AMGEN INC
+$109.4K
2,480
-3%
减持
DIS
DISNEY WALT CO
-$109.3K
7,490
-2%
减持
VTV
VANGUARD INDEX FDS
-$107.7K
16,758
-5%
清仓
—
BRISTOL-MYERS SQU
-$106.0K
0
-100%
清仓
MANLX
BLACKROCK NATIONAL MUNIC
-$103.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$102.1K
2,661
-15%
增持
LLY
ELI LILLY &CO
+$101.5K
1,605
+1%
清仓
—
MASSACHUSETTS INS
-$101.1K
0
-100%
增持
QQQ
INVESCO QQQ TR
-$95.2K
2,805
+2%
减持
CSCO
CISCO SYS INC
+$90.2K
43,332
-1%
减持
HD
HOME DEPOT INC
-$89.4K
2,270
-4%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$85.6K
6,702
+1%
减持
ABT
ABBOTT LABS
+$81.8K
4,595
-2%
增持
COST
COSTCO WHSL CORP NEW
+$80.7K
939
+7%
增持
DFEM
DIMENSIONAL EMERG MARK
+$80.1K
245,388
+0%
减持
KO
COCA COLA CO
+$77.9K
8,908
-1%
增持
AMZN
AMAZON COM INC
+$76.8K
23,191
+17%
减持
USB
US BANCORP DEL
-$74.0K
7,888
-7%
增持
VBR
VANGUARD INDEX FDS
-$66.4K
7,720
+2%
减持
T
AT&T INC
+$65.3K
18,454
-8%
减持
PM
PHILIP MORRIS INTL INC
+$60.4K
2,119
-8%
减持
AXP
AMERICAN EXPRESS CO
-$59.0K
1,839
-1%
