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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 77
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.9M
111,291
+2%
增持
QQQ
INVESCO QQQ TR
+$4.1M
9,622
+213%
增持
SPY
SPDR S&P 500 ETF TR
+$3.8M
7,011
+383%
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。
增持
IVW
ISHARES TR
+$3.5M
257,637
+3%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
98,652
+2%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
472,875
+3%
增持
QUAL
ISHARES TR
+$3.0M
156,124
+4%
增持
GLD
SPDR GOLD TR
+$2.4M
8,096
+431%
增持
IVE
ISHARES TR
+$2.2M
105,150
+5%
增持
IVV
ISHARES TR
+$2.2M
40,259
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.2M
844,627
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
+$2.1M
813,588
-2%
增持
IEMG
ISHARES INC
+$2.0M
194,372
+8%
增持
ORCL
ORACLE CORP
+$1.8M
25,350
+5%
减持
TSLA
TESLA INC
+$1.8M
15,355
-2%
增持
EFV
ISHARES TR
+$1.6M
125,784
+16%
减持
DUHP
DIMENSIONAL ETF TRUST
+$1.5M
726,002
-1%
增持
OEF
ISHARES TR
+$1.3M
28,898
+6%
增持
IUSB
ISHARES TR
+$1.2M
334,802
+7%
清仓
SNOW
SNOWFLAKE INC
-$1.1M
0
-100%
减持
IYW
ISHARES TR
+$1.0M
44,807
-0%
增持
ISRG
INTUITIVE SURGICAL INC
-$948.2K
9,921
+0%
增持
THRO
BLACKROCK ETF TRUST
+$924.8K
111,120
+20%
减持
VTI
VANGUARD INDEX FDS
+$851.1K
44,071
-2%
增持
MTUM
ISHARES TR
+$793.3K
30,276
+4%
增持
AVGO
BROADCOM INC
+$758.3K
7,632
+20%
增持
DFAI
DIMENSIONAL ETF TRUST
+$720.4K
391,637
+0%
减持
DFLV
DIMENSIONAL ETF TRUST
+$709.3K
396,884
-0%
减持
DFIC
DIMENSIONAL ETF TRUST
+$698.8K
471,529
-1%
增持
BAI
BLACKROCK ETF TRUST
+$673.9K
73,393
+16%
减持
GOOG
ALPHABET INC
+$663.4K
15,970
-12%
增持
IAU
ISHARES GOLD TR
+$659.6K
62,958
+0%
减持
GOOGL
ALPHABET INC
+$605.8K
11,670
-7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$605.4K
140,005
+0%
增持
TLH
ISHARES TR
+$584.8K
79,800
+6%
减持
ENPH
ENPHASE ENERGY INC
-$552.2K
129,614
-0%
减持
DFEM
DIMENSIONAL ETF TRUST
+$533.7K
231,075
-0%
增持
VOO
VANGUARD INDEX FDS
+$510.9K
8,238
+3%
增持
MSFT
MICROSOFT CORP
+$502.3K
19,559
+1%
增持
VGT
VANGUARD WORLD FD
+$489.0K
4,174
+5%
增持
EFG
ISHARES TR
+$461.3K
38,758
+10%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$429.8K
7,527
建仓
HTO
H2O AMERICA
+$419.7K
8,618
减持
AMAT
APPLIED MATLS INC
+$402.4K
18,919
-0%
增持
CVX
CHEVRON CORP NEW
+$395.8K
21,745
+4%
减持
META
META PLATFORMS INC
-$389.3K
4,247
-11%
增持
IAGG
ISHARES TR
+$375.2K
33,710
+27%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$357.7K
111,246
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$355.0K
6,838
+4%
减持
AXON
AXON ENTERPRISE INC
-$349.3K
667
-33%
增持
DFCF
DIMENSIONAL ETF TRUST
+$347.8K
355,856
+1%
减持
DISV
DIMENSIONAL ETF TRUST
+$336.7K
158,348
-2%
建仓
FLDR
FIDELITY MERRIMACK STR TR
+$324.3K
6,461
减持
ABBV
ABBVIE INC
+$323.8K
7,243
-1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$302.2K
3,593
增持
MBB
ISHARES TR
+$285.4K
55,610
+4%
建仓
INTC
INTEL CORP
+$285.0K
8,495
增持
TCAF
T ROWE PRICE ETF INC
+$283.4K
110,376
+0%
增持
DGRO
ISHARES TR
+$280.0K
9,211
+70%
增持
GOVT
ISHARES TR
+$276.1K
66,418
+21%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$272.8K
5,899
增持
DIHP
DIMENSIONAL ETF TRUST
+$270.6K
259,618
+0%
建仓
ITA
ISHARES US AEROSPACE
+$270.1K
1,291
增持
VTV
VANGUARD INDEX FDS
+$265.5K
14,879
+5%
建仓
LRCX
LAM RESEARCH CORP
+$264.4K
1,975
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$263.1K
15,901
+2%
建仓
—
EATON CORP PLC
+$257.6K
688
建仓
SLV
ISHARES SILVER TR
+$255.4K
6,027
增持
FTEC
FIDELITY COVINGTON TRUST
+$250.3K
6,010
+9%
清仓
EFAV
ISHARES TR
-$243.8K
0
-100%
建仓
NEM
NEWMONT CORP
+$243.5K
2,889
建仓
BLK
BLACKROCK INC
+$239.0K
205
增持
FDVV
FIDELITY COVINGTON TRUST
+$232.9K
9,222
+71%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$231.2K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$229.2K
54,860
+8%
建仓
SRE
SEMPRA
+$227.7K
2,531
增持
EMB
ISHARES TR
+$225.3K
32,616
+5%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$221.1K
4,709
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$219.5K
0
-100%
建仓
GDX
VANECK GOLD MINERS ETF
+$218.6K
2,861
建仓
SPMB
SPDR SERIES TRUST
+$215.4K
9,600
建仓
SONY
SONY GROUP CORP
+$215.4K
7,480
建仓
A
AGILENT TECHNOLOGIES INC
+$213.7K
1,665
减持
T
AT&T INC
-$213.6K
10,606
-40%
建仓
SPDW
SPDR INDEX SHS FDS
+$210.5K
4,920
建仓
SHYG
ISHARES TR
+$209.8K
4,845
建仓
SPYG
SPDR SERIES TRUST
+$207.7K
1,988
建仓
OKLO
OKLO INC
+$206.1K
1,846
清仓
USFR
WISDOMTREE FLOATING RATE
-$206.0K
0
-100%
清仓
BIL
SPDR BLOOMBERG 1 3 MNTH
-$206.0K
0
-100%
建仓
SCHW
CHARLES SCHWAB CORP
+$205.1K
2,148
建仓
HSY
HERSHEY CO
+$203.1K
1,086
清仓
FSTA
FIDELITY COVINGTON TRUST
-$201.4K
0
-100%
增持
INTU
INTUIT
-$192.3K
2,004
+1%
增持
SPYV
SPDR SERIES TRUST
+$192.0K
11,242
+37%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$182.0K
6,407
+67%
减持
COWZ
PACER FDS TR
-$176.5K
13,168
-22%
增持
ICVT
ISHARES TR
+$152.0K
5,642
+23%
增持
PHM
PULTE GROUP INC
+$149.3K
5,560
+0%
增持
CAT
CATERPILLAR INC
+$137.0K
1,442
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$135.8K
6,142
+2%
增持
SPYM
SPDR SERIES TRUST
+$135.6K
12,486
+8%
增持
WM
WASTE MGMT INC DEL
-$130.4K
16,341
+0%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$126.0K
6,088
+9%
增持
NFLX
NETFLIX INC
+$125.1K
685
+32%
减持
VUG
VANGUARD INDEX FDS
+$122.9K
4,966
-4%
增持
EUFN
ISHARES MSCI EUROPE
+$122.3K
10,684
+38%
增持
VB
VANGUARD INDEX FDS
+$121.1K
5,299
+2%
增持
STIP
ISHARES TR
+$118.8K
6,763
+20%
减持
JPM
JPMORGAN CHASE &CO.
+$115.9K
4,899
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$111.6K
1,015
+3%
减持
VBR
VANGUARD INDEX FDS
+$110.6K
9,181
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$110.2K
32,781
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$107.2K
2,051
-0%
减持
CRM
SALESFORCE INC
-$104.5K
1,948
-6%
增持
JNJ
JOHNSON &JOHNSON
+$104.1K
3,015
+1%
增持
RTX
RTX CORPORATION
+$100.8K
3,660
+4%
减持
DIS
DISNEY WALT CO
-$98.5K
7,295
-3%
增持
GE
GE AEROSPACE
+$88.6K
1,414
+8%
增持
BND
VANGUARD BD INDEX FDS
+$85.8K
5,285
+27%
减持
HD
HOME DEPOT INC
+$85.0K
2,259
-0%
减持
MGK
VANGUARD WORLD FD
+$83.2K
3,792
-4%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$83.0K
10,040
增持
GII
SPDR INDEX SHS FDS
+$81.1K
4,286
+33%
增持
XLK
SELECT SECTOR SPDR TR
+$80.3K
2,706
+0%
减持
VRT
VERTIV HOLDINGS CO
+$75.8K
3,496
-1%
增持
IYF
ISHARES TR
+$73.2K
6,234
+5%
减持
HEFA
ISHARES TR
+$70.6K
56,527
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$70.4K
14,016
-0%
增持
IWF
ISHARES TR
+$69.1K
1,227
+3%
减持
LLY
ELI LILLY &CO
-$67.4K
1,571
-3%
增持
DBEF
DBX ETF TR
+$66.9K
16,389
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.1K
5,358
+0%
增持
EBAY
EBAY INC.
+$60.0K
3,484
+1%
减持
BAC
BANK AMERICA CORP
+$59.7K
24,827
-4%
增持
IYE
ISHARES TR
+$58.9K
13,637
+5%
减持
IFRA
ISHARES TR
+$58.2K
26,260
-3%
增持
WMT
WALMART INC
+$57.6K
6,594
+4%
增持
IWD
ISHARES TR
+$56.4K
1,552
+16%
增持
ROST
ROSS STORES INC
+$54.6K
2,182
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$54.2K
2,562
-4%
减持
VHT
VANGUARD WORLD FD
-$53.8K
4,397
-9%
减持
ADBE
ADOBE INC
-$53.6K
1,345
-1%
增持
IJR
ISHARES TR
+$52.9K
5,386
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$51.9K
5,321
-11%
增持
HIMU
BLACKROCK ETF TRUST II
+$50.9K
9,644
+11%
减持
LMT
LOCKHEED MARTIN CORP
+$50.6K
1,555
-1%
清仓
—
JPMORGAN CHASE
-$50.2K
0
-100%
增持
IJH
ISHARES TR
+$48.9K
4,283
+15%
减持
IBB
ISHARES TR
+$48.5K
3,472
-3%
