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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 79
增持 36
减持 31
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$7.6M
112,794
建仓
MBB
ISHARES TR
+$5.0M
53,316
增持
IVW
ISHARES TR
+$5.0M
250,770
+3%
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
NVDA
NVIDIA CORPORATION
+$4.3M
97,088
-4%
增持
DYNF
BLACKROCK ETF TRUST
+$4.1M
459,635
+7%
建仓
EFG
ISHARES TR
+$4.0M
35,289
建仓
IAU
ISHARES GOLD TR
+$3.9M
62,890
增持
IEMG
ISHARES INC
+$3.9M
180,290
+40%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.8M
828,196
+2%
增持
QUAL
ISHARES TR
+$3.7M
149,913
+8%
建仓
THRO
BLACKROCK ETF TRUST
+$3.3M
92,248
增持
IVE
ISHARES TR
+$3.1M
99,789
+16%
减持
AAPL
APPLE INC
-$2.9M
109,386
-4%
增持
ENPH
ENPHASE ENERGY INC
-$2.9M
129,616
+0%
建仓
EMB
ISHARES TR
+$2.9M
31,088
增持
OEF
ISHARES TR
+$2.8M
27,230
+34%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.7M
390,964
+13%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.7M
5,537
建仓
VGT
VANGUARD WORLD FD
+$2.6M
3,963
增持
MSFT
MICROSOFT CORP
+$2.5M
19,356
+2%
减持
V
VISA INC
-$2.5M
3,576
-67%
建仓
VUG
VANGUARD INDEX FDS
+$2.3M
5,155
建仓
HEFA
ISHARES TR
+$2.2M
57,062
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.1M
431
-94%
增持
ORCL
ORACLE CORP
+$1.9M
24,155
+1%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
32,685
建仓
BAI
BLACKROCK ETF TRUST
+$1.8M
63,541
增持
VTI
VANGUARD INDEX FDS
+$1.6M
44,786
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
351,836
+11%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
5,339
增持
EFV
ISHARES TR
+$1.5M
108,530
+20%
建仓
JPM
JPMORGAN CHASE &CO.
+$1.4M
4,930
建仓
TLT
ISHARES TR
+$1.4M
16,164
增持
MTUM
ISHARES TR
+$1.4M
29,007
+5%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$1.4M
4,401
建仓
IAGG
ISHARES TR
+$1.4M
26,458
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.3M
15,654
建仓
PG
PROCTER AND GAMBLE CO
+$1.2M
7,231
建仓
SNOW
SNOWFLAKE INC
+$1.1M
5,114
减持
IYW
ISHARES TR
+$1.0M
44,821
-7%
建仓
USMV
ISHARES TR
+$997.9K
10,637
增持
META
META PLATFORMS INC
+$954.7K
4,766
+7%
建仓
WFC
WELLS FARGO CO NEW
+$904.9K
11,294
建仓
SPY
SPDR S&P 500 ETF TR
+$896.7K
1,451
增持
AMZN
AMAZON COM INC
+$864.6K
24,052
+4%
减持
VOO
VANGUARD INDEX FDS
+$860.5K
7,982
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$857.9K
6,046
减持
EMXC
ISHARES INC
-$855.9K
104,817
-23%
减持
VB
VANGUARD INDEX FDS
-$818.8K
5,174
-44%
减持
DFAC
DIMENSIONAL ETF TRUST
+$804.5K
848,007
-5%
建仓
IYH
ISHARES TR
+$799.9K
14,163
减持
VHT
VANGUARD WORLD FD
-$799.7K
4,813
-36%
减持
VFH
VANGUARD WORLD FD
-$798.9K
6,008
-54%
增持
GOOG
ALPHABET INC
+$760.9K
18,243
+15%
减持
DFIC
DIMENSIONAL ETF TRUST
+$737.0K
474,657
-6%
增持
AMAT
APPLIED MATLS INC
+$735.0K
18,960
+1%
增持
AVGO
BROADCOM INC
+$716.7K
6,383
+2%
建仓
IYF
ISHARES TR
+$716.3K
5,920
增持
TLH
ISHARES TR
+$697.1K
75,137
+12%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$689.3K
14,025
建仓
IYK
ISHARES TR
+$678.7K
9,630
减持
CVX
CHEVRON CORP NEW
-$626.5K
20,817
-3%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$607.6K
5,564
建仓
IYE
ISHARES TR
+$589.1K
13,028
建仓
STIP
ISHARES TR
+$580.2K
5,638
建仓
CRM
SALESFORCE INC
+$566.1K
2,076
建仓
MA
MASTERCARD INCORPORATED
+$541.4K
963
建仓
ADBE
ADOBE INC
+$528.1K
1,365
建仓
TFLO
ISHARES TR
+$512.2K
10,112
建仓
RTX
RTX CORPORATION
+$511.5K
3,504
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$506.3K
6,014
增持
GOOGL
ALPHABET INC
+$482.2K
12,601
+11%
减持
TSLA
TESLA INC
-$475.6K
15,687
-26%
减持
ISRG
INTUITIVE SURGICAL INC
+$470.6K
9,910
-0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$465.8K
2,057
建仓
JNJ
JOHNSON &JOHNSON
+$455.0K
2,979
建仓
VRT
VERTIV HOLDINGS CO
+$451.7K
3,517
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$445.2K
2,175
减持
VNQ
VANGUARD INDEX FDS
-$437.4K
3,987
-54%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$432.9K
6,546
+20%
建仓
SPYV
SPDR SERIES TRUST
+$430.0K
8,215
建仓
ICVT
ISHARES TR
+$412.5K
4,579
减持
VTV
VANGUARD INDEX FDS
-$385.3K
14,202
-15%
减持
DFEM
DIMENSIONAL ETF TRUST
+$383.7K
231,700
-6%
增持
QQQ
INVESCO QQQ TR
+$381.6K
3,075
+10%
增持
CSCO
CISCO SYS INC
+$374.9K
43,945
+1%
建仓
VSGX
VANGUARD WORLD FD
+$371.9K
5,677
减持
FLOT
ISHARES TR
-$371.4K
7,271
-50%
增持
VBR
VANGUARD INDEX FDS
+$367.4K
9,260
+20%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$356.7K
8,243
建仓
IYR
ISHARES TR
+$351.5K
3,709
减持
DFUV
DIMENSIONAL ETF TRUST
-$347.7K
10,702
-45%
减持
INTU
INTUIT
+$333.3K
1,982
-1%
增持
TCAF
T ROWE PRICE ETF INC
+$331.9K
109,914
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$329.7K
139,814
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$319.9K
984
+43%
建仓
IBTH
ISHARES TR
+$310.5K
13,806
建仓
IBTG
ISHARES TR
+$309.4K
13,494
清仓
ICLN
ISHARES TR
-$298.9K
0
-100%
建仓
MRK
MERCK &CO INC
+$295.0K
3,726
减持
DIHP
DIMENSIONAL ETF TRUST
+$287.7K
258,409
-5%
建仓
IBTK
ISHARES TR
+$278.1K
14,017
建仓
IBTJ
ISHARES TR
+$277.2K
12,644
建仓
IBTI
ISHARES TR
+$276.3K
12,358
减持
IFRA
ISHARES TR
-$274.3K
27,014
-24%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$272.7K
0
-100%
建仓
—
ISHARES TR
+$263.9K
11,297
建仓
HYDB
ISHARES TR
+$260.9K
5,496
建仓
IWD
ISHARES TR
+$259.5K
1,336
减持
FLRN
SPDR BLOOMBERG INT GRD
-$257.4K
9,324
-47%
建仓
EBAY
EBAY INC.
+$256.9K
3,450
建仓
ESGU
ISHARES TR
+$249.6K
1,845
建仓
DELL
DELL TECHNOLOGIES INC
+$249.2K
2,033
增持
CAT
CATERPILLAR INC
+$244.6K
1,420
+53%
建仓
EUFN
ISHARES TR
+$244.6K
7,733
建仓
EFAV
ISHARES TR
+$243.8K
2,905
建仓
PFE
PFIZER INC
+$241.7K
9,970
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$234.5K
3,830
增持
NFLX
NETFLIX INC
+$234.4K
520
+6%
建仓
PANW
PALO ALTO NETWORKS INC
+$234.3K
1,145
建仓
MS
MORGAN STANLEY
+$233.4K
1,657
建仓
CARR
CARRIER GLOBAL CORPORATION
+$231.2K
3,160
建仓
NKE
NIKE INC
+$223.5K
3,146
减持
UNH
UNITEDHEALTH GROUP INC
-$222.9K
738
-15%
建仓
PLD
PROLOGIS INC.
+$218.6K
2,080
建仓
GII
SPDR INDEX SHS FDS
+$217.1K
3,225
建仓
—
ROYAL CARIBBEAN GROUP
+$216.7K
692
建仓
MPC
MARATHON PETE CORP
+$215.6K
1,298
清仓
ESS
ESSEX PPTY TR INC
-$208.8K
0
-100%
建仓
SGOV
ISHARES 0-3 MONTH
+$208.6K
2,072
建仓
IJK
ISHARES TR
+$208.2K
2,289
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$208.2K
1,620
建仓
USFR
WISDOMTREE FLOATING RATE
+$206.0K
4,095
建仓
BIL
SPDR BLOOMBERG 1 3 MNTH
+$206.0K
2,246
建仓
GEV
GE VERNOVA INC
+$205.9K
389
清仓
INTC
INTEL CORP
-$204.3K
0
-100%
建仓
IDV
ISHARES INTERNATIONAL
+$201.7K
5,844
建仓
FSTA
FIDELITY COVINGTON TRUST
+$201.4K
3,937
建仓
MCK
MCKESSON CORP
+$201.1K
274
增持
FTEC
FIDELITY COVINGTON TRUST
+$198.5K
5,501
+0%
增持
DIS
DISNEY WALT CO
+$194.6K
7,531
+1%
增持
ABBV
ABBVIE INC
-$157.7K
7,290
+1%
增持
IUSB
ISHARES TR
+$155.1K
311,493
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$151.3K
50,938
+5%
增持
SPYM
SPDR SERIES TRUST
+$144.4K
11,591
+9%
减持
DISV
DIMENSIONAL ETF TRUST
-$139.8K
161,349
-14%
减持
MGK
VANGUARD WORLD FD
+$116.9K
3,940
-8%
减持
IVV
ISHARES TR
-$114.7K
39,841
-10%
减持
IEFA
ISHARES TR
+$113.6K
64,903
-7%
减持
AMGN
AMGEN INC
-$108.0K
2,381
-4%
