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LIBERTY SQUARE WEALTH PARTNERS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LIBERTY SQUARE WEALTH PARTNERS LLC

报告期 2026-03-31 · CIK 0002057655

持仓数

141

前50大市值合计

$322.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$55.0M

805,324

17.1%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$51.3M

669,716

15.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$27.0M

45,204

8.4%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$22.3M

262,664

6.9%

AAPL APPLE INC

COM

$18.4M

72,480

5.7%

HYDB ISHARES TR

HIGH YLD SYSTM B

$18.3M

394,128

5.7%

FSMD FIDELITY COVINGTON TRUST

SML MID MLTFCT

$14.2M

317,635

4.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$12.5M

21,586

3.9%

CLSE TRUST FOR PROFESSIONAL MANAG

CONVERGENCE LNG

$10.9M

387,131

3.4%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$9.5M

92,178

3.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$9.1M

296,858

2.8%

IQLT ISHARES TR

MSCI INTL QUALTY

$6.7M

145,865

2.1%

MSFT MICROSOFT CORP

COM

$4.4M

12,007

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.2M

6,410

1.3%

VB VANGUARD INDEX FDS

SMALL CP ETF

$3.9M

15,061

1.2%

NVDA NVIDIA CORPORATION

COM

$3.5M

19,784

1.1%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.8M

19,237

0.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.6M

5,373

0.8%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$2.6M

56,869

0.8%

HDV ISHARES TR

CORE HIGH DV ETF

$2.3M

16,788

0.7%

VOOG VANGUARD ADMIRAL FDS INC

500 GRTH IDX F

$2.0M

4,984

0.6%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$2.0M

5,099

0.6%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$1.9M

38,615

0.6%

MPC MARATHON PETE CORP

COM

$1.8M

7,533

0.6%

IWY ISHARES TR

RUS TP200 GR ETF

$1.8M

7,352

0.6%

AMZN AMAZON COM INC

COM

$1.8M

8,552

0.6%

META META PLATFORMS INC

CL A

$1.7M

2,994

0.5%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$1.7M

52,422

0.5%

IMCG ISHARES TR

MRGSTR MD CP GRW

$1.6M

20,688

0.5%

FDBC FIDELITY D & D BANCORP INC

COM

$1.6M

36,243

0.5%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$1.5M

27,000

0.5%

IGV ISHARES TR

EXPANDED TECH

$1.5M

18,739

0.5%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.5M

47,873

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

0.4%

VTV VANGUARD INDEX FDS

VALUE ETF

$1.4M

6,938

0.4%

IJR ISHARES TR

CORE S&P SCP ETF

$1.3M

10,099

0.4%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$1.2M

24,747

0.4%

GWW WW GRAINGER INC

COM

$1.2M

1,081

0.4%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.2M

4,013

0.4%

CAT CATERPILLAR INC

COM

$1.1M

1,585

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.1M

3,487

0.3%

FLTR VANECK ETF TRUST

IG FLOATING RATE

$1.1M

41,287

0.3%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$1.0M

3,501

0.3%

MNA NEW YORK LIFE INVESTMENTS ET

NYLI MERGER ARBI

$1.0M

28,045

0.3%

PPL PPL CORP

COM

$1.0M

26,586

0.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$964.3K

7,256

0.3%

— EXXON MOBIL CORP

COM

$920.5K

5,426

0.3%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$890.5K

12,092

0.3%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$827.7K

10,442

0.3%

GLD SPDR GOLD TR

GOLD SHS

$804.6K

1,870

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

60%前 6 大占比

RDVY17.1%SPYM15.9%VOO8.4%AVDE6.9%AAPL5.7%HYDB5.7%