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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 35
增持 57
减持 42
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
DFAU
DIMENSIONAL ETF TRUST
-$5.1M
719,165
-11%
建仓
PIMIX
PIMCO INCOME INSTL
+$5.1M
470,399
增持
IEMG
ISHARES CORE MSCI
+$4.9M
266,950
+31%
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
QUAL
ISHARES TR
-$4.8M
139,989
-12%
建仓
PIPNX
PIMCO INCOME I-3
+$4.6M
425,442
增持
IVE
ISHARES TR
+$4.3M
128,765
+19%
增持
BAI
BLACKROCK ETF TRUST
+$4.0M
202,464
+154%
增持
GOVT
ISHARES TR
+$3.7M
217,888
+298%
减持
IYW
ISHARES TR
-$3.6M
28,877
-34%
增持
THRO
BLACKROCK ETF TRUST
+$3.5M
228,895
+85%
减持
AAPL
APPLE INC
-$3.4M
111,781
-4%
建仓
IDEF
BLACKROCK ETF TRUST
+$2.9M
89,625
建仓
PTTNX
PIMCO TOTAL RETURN I-3
+$2.9M
326,619
建仓
BLCR
BLACKROCK ETF TRUST
+$2.8M
68,516
增持
EFV
ISHARES MSCI EAFE VALUE
+$2.5M
162,787
+21%
减持
OEF
ISHARES TR
-$2.5M
24,656
-18%
增持
MSFT
MICROSOFT CORP
-$2.2M
19,425
+0%
减持
EMXC
ISHARES INC
-$2.1M
58,842
-36%
增持
IAGG
ISHARES CORE
+$1.9M
69,506
+125%
增持
UPS
UNITED PARCEL SVC INC
+$1.9M
20,932
+716%
增持
IVW
ISHARES TR
-$1.9M
266,207
+2%
增持
EFG
ISHARES MSCI EAFE GROWTH
+$1.8M
57,920
+43%
增持
MTUM
ISHARES TR
+$1.7M
38,474
+28%
清仓
SGOV
ISHARES 0-3 MONTH
-$1.4M
0
-100%
减持
TSLA
TESLA INC
-$1.4M
14,101
-5%
增持
ENPH
ENPHASE ENERGY INC
+$1.4M
146,338
+13%
减持
EMB
ISHARES TR
-$1.3M
18,399
-41%
增持
IVV
ISHARES CORE S&P 500
+$1.3M
44,109
+9%
增持
ORCL
ORACLE CORP
-$1.2M
25,810
+2%
减持
CVX
CHEVRON CORPORATION
+$1.1M
21,267
-1%
增持
TLH
ISHARES 10-20 YEAR
+$1.1M
87,815
+15%
增持
ISRG
INTUITIVE SURGICAL INC
-$1.0M
9,992
+1%
增持
DFGX
DIMENSIONAL
+$1.0M
387,348
+6%
建仓
PEBNX
PIMCO EMERGING MARKETS B
+$990.2K
111,765
建仓
PCNNX
PIMCO INVESTMENT GRADE C
+$967.6K
107,271
减持
HEFA
ISHARES TR
-$918.0K
31,518
-42%
减持
AMZN
AMAZON COM INC
-$777.8K
26,892
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
-$754.4K
701,173
+1%
减持
GOOG
ALPHABET INC
-$710.4K
14,490
-7%
建仓
SYSB
ISHARES TR
+$709.1K
7,967
建仓
PMZNX
PIMCO MORTGAGE OPPORTUNI
+$696.6K
74,584
增持
DFSD
DIMENSIONAL ETF TRUST
+$688.7K
309,664
+5%
减持
IAU
ISHARES GOLD TR
-$662.5K
49,100
-20%
减持
DFAI
DIMENSIONAL ETF TRUST
-$648.8K
368,908
-7%
清仓
SCHG
SCHWAB STRATEGIC TR
-$646.5K
0
-100%
减持
AMAT
APPLIED MATLS INC
+$554.6K
15,869
-16%
增持
DFCF
DIMENSIONAL CORE FIXED
+$547.3K
681,228
+3%
增持
IUSB
ISHARES CORE UNIVERSAL
+$525.9K
342,830
+4%
建仓
FLTR
VANECK ETF TRUST
+$501.5K
19,680
增持
VTI
VANGUARD INDEX FDS
-$498.5K
46,256
+1%
清仓
SCHX
SCHWAB STRATEGIC TR
-$491.0K
0
-100%
建仓
PELNX
PIMCO EMERGING MKTS LCL
+$490.8K
80,329
增持
DFAC
DIMENSIONAL ETF TRUST
-$485.5K
806,981
+0%
增持
MBB
ISHARES TR
+$453.6K
58,020
+9%
增持
TFLO
ISHARES TR
+$428.3K
16,469
+105%
减持
STIP
ISHARES 0-5 YEAR TIPS
-$427.5K
2,098
-67%
建仓
JPST
JPMORGAN ULTRA-SHORT
+$427.0K
8,438
减持
DFLV
DIMENSIONAL ETF TRUST
+$424.6K
382,353
-1%
增持
INTU
INTUIT
-$422.2K
2,090
+4%
建仓
PWR
QUANTA SVCS INC
+$421.6K
768
增持
IYE
ISHARES TR
+$421.4K
17,773
+17%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$393.6K
6,668
清仓
SCHD
SCHWAB STRATEGIC TR
-$387.3K
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$368.4K
7,321
建仓
PCTIX
PIMCO CALIFORNIA MUNICIP
+$366.1K
34,474
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$365.4K
5,095
-6%
减持
TLT
ISHARES 20 YEAR
-$364.4K
10,514
-28%
增持
NVDA
NVIDIA CORPORATION
-$356.3K
101,654
+5%
增持
QQQ
INVESCO QQQ TR
-$345.5K
9,917
+0%
建仓
MACMX
BLACKROCK CALIFORNIA MUN
+$342.7K
29,093
增持
FLRN
STATE STREET SPDR
+$337.7K
24,093
+83%
清仓
A
AGILENT TECHNOLOGIES INC
-$331.6K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$328.2K
5,358
清仓
GDX
VANECK ETF TRUST
-$324.7K
0
-100%
增持
IYK
ISHARES TR
+$322.8K
15,766
+37%
减持
IEFA
ISHARES CORE MSCI EAFE
-$314.1K
55,442
-7%
清仓
EUFN
ISHARES TR
-$313.5K
0
-100%
清仓
IDV
ISHARES INTERNATIONAL
-$296.8K
0
-100%
清仓
ITA
ISHARES TR
-$277.1K
0
-100%
清仓
VYMI
VANGUARD INTERNATNL HGH
-$275.2K
0
-100%
增持
ITOT
ISHARES TR
+$272.0K
3,701
+116%
建仓
ICSH
ISHARES ULTRA SHORT
+$267.3K
5,281
减持
—
EXXON MOBIL CORP
+$264.2K
6,398
-6%
建仓
AGX
ARGAN INC
+$262.7K
482
增持
TCAF
T ROWE PRICE ETF INC
-$261.4K
111,420
+1%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$259.9K
4,286
增持
GLD
SPDR GOLD TR
+$259.6K
7,302
+0%
建仓
PSX
PHILLIPS 66
+$254.6K
1,398
清仓
HYDB
ISHARES TR
-$253.4K
0
-100%
建仓
IXUS
ISHARES TR
+$245.0K
2,828
建仓
VDE
VANGUARD ENERGY INDEX
+$244.7K
1,414
减持
DFEM
DIMENSIONAL EMERGING
+$240.7K
214,986
-1%
增持
AMGN
AMGEN INC
+$240.4K
2,906
+23%
建仓
IXC
ISHARES TR
+$240.3K
4,170
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$234.7K
4,213
-4%
清仓
BLK
BLACKROCK INC
-$233.8K
0
-100%
建仓
SPSB
STATE STREET SPDR
+$233.6K
7,767
建仓
VXUS
VANGUARD STAR FDS
+$228.7K
2,966
清仓
AKRE
PROFESIONALLY MANAGED PORTFO
-$227.6K
0
-100%
建仓
KR
KROGER CO
+$227.2K
3,142
减持
DFAT
DIMENSIONAL ETF TRUST
+$224.8K
134,174
-2%
建仓
HSY
HERSHEY CO
+$224.6K
1,081
清仓
ARTY
ISHARES FUTURE AI AND
-$224.4K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$222.9K
1,689
减持
ICVT
ISHARES CONVERTIBLE BOND
-$220.7K
2,387
-49%
建仓
HDV
ISHARES CORE HIGH
+$219.3K
1,616
减持
VRT
VERTIV HOLDINGS CO
+$217.5K
3,186
-11%
减持
CRM
SALESFORCE INC
-$214.6K
1,611
-17%
增持
VTV
VANGUARD INDEX FDS
+$214.6K
14,893
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$213.7K
27,863
-13%
增持
DYNF
BLACKROCK ETF TRUST
-$212.1K
496,452
+4%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$211.2K
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$208.1K
4,432
建仓
NOC
NORTHROP GRUMMAN CORP
+$205.8K
302
清仓
BX
BLACKSTONE INC
-$200.6K
0
-100%
减持
JPM
JPMORGAN CHASE &CO
-$198.7K
4,963
-4%
增持
VHT
VANGUARD WORLD FD
+$192.8K
5,242
+18%
减持
LMT
LOCKHEED MARTIN CORP
+$178.0K
1,547
-1%
减持
COWZ
PACER FDS TR
-$177.0K
8,091
-29%
增持
FLOT
ISHARES TR
+$175.9K
13,088
+36%
减持
WFC
WELLS FARGO &CO
-$175.3K
10,377
-3%
减持
USMV
ISHARES TR
-$174.4K
8,917
-16%
增持
BND
VANGUARD BD INDEX FDS
+$172.0K
7,453
+47%
增持
WM
WASTE MGMT INC DEL
+$171.1K
16,370
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$170.0K
9,967
-38%
增持
VGT
VANGUARD WORLD FD
+$167.9K
4,589
+14%
增持
DBEF
DBX ETF TR
+$163.8K
19,560
+17%
增持
META
META PLATFORMS INC
-$163.2K
4,537
+8%
增持
MGK
VANGUARD WORLD FD
-$162.3K
3,881
+1%
减持
DFIC
DIMENSIONAL ETF TRUST
+$162.2K
439,135
-2%
减持
DIS
DISNEY WALT CO
-$162.1K
6,962
-5%
减持
ADBE
ADOBE INC
-$160.2K
1,263
-5%
减持
AXP
AMERICAN EXPRESS CO
-$155.4K
1,673
-3%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$154.9K
7,179
+1%
增持
BP
BP PLC
+$149.7K
8,497
+18%
建仓
MANLX
BLACKROCK NATIONAL MUNIC
+$148.7K
15,018
增持
GEV
GE VERNOVA INC
+$147.8K
450
+18%
增持
BAC
BANK AMERICA CORP
-$145.4K
25,061
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$144.1K
2,168
+12%
减持
ABBV
ABBVIE INC
-$142.0K
6,939
-4%
增持
V
VISA INC
-$135.2K
3,595
+3%
增持
VOO
VANGUARD INDEX FDS
-$133.8K
8,226
+2%
减持
ABT
ABBOTT LABORATORIES
-$132.5K
4,861
-4%
建仓
MTBIX
NYLI MACKAY TAX FREE BON
+$128.5K
13,894
增持
IYR
ISHARES TR
+$126.3K
5,796
+32%
增持
IYF
ISHARES TR
+$124.6K
8,625
+25%
增持
WMT
WALMART INC
+$123.8K
6,945
+5%
减持
DIHP
DIMENSIONAL ETF TRUST
+$119.5K
248,733
-0%
减持
BINC
BLACKROCK ETF TRUST II
-$117.5K
51,750
-3%
增持
VUG
VANGUARD INDEX FDS
-$117.4K
5,020
+6%
