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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
$322.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 94 项
建仓 10
增持 21
减持 53
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$7.5M
417,481
+31%
增持
VOO
VANGUARD INDEX FDS
+$5.6M
77,833
+4%
增持
IQLT
ISHARES TR
+$3.5M
384,784
+16%
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
HYDB
ISHARES TR
+$2.8M
100,852
+134%
减持
SPYM
SPDR SERIES TRUST
+$2.5M
368,592
-0%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.9M
188,669
+47%
增持
QQQ
INVESCO QQQ TR
+$1.8M
14,384
+11%
减持
MSFT
MICROSOFT CORP
+$1.4M
12,266
-2%
减持
AAPL
APPLE INC
-$1.4M
75,359
-1%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.3M
44,819
+33%
清仓
LOW
LOWES COS INC
-$1.2M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.1M
552,709
-2%
减持
NVDA
NVIDIA CORPORATION
+$933.6K
19,692
-2%
建仓
DIVO
AMPLIFY ETF TR
+$864.1K
20,309
减持
PG
PROCTER AND GAMBLE CO
-$760.1K
2,211
-66%
增持
ACIO
ETF SER SOLUTIONS
+$668.0K
47,504
+42%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$655.8K
4,290
+37%
清仓
GIS
GENERAL MLS INC
-$639.5K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$626.0K
167,791
-18%
清仓
SYY
SYSCO CORP
-$553.8K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$517.1K
43,680
-14%
建仓
CLSE
TRUST FOR PROFESSIONAL MANAG
+$515.5K
22,057
清仓
HON
HONEYWELL INTL INC
-$441.3K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$426.5K
7,257
+0%
建仓
ADI
ANALOG DEVICES INC
+$410.6K
1,725
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$405.9K
32,326
-16%
减持
WMT
WALMART INC
-$403.6K
5,062
-51%
减持
META
META PLATFORMS INC
+$399.0K
2,979
-5%
减持
IGV
ISHARES TR
+$347.4K
19,325
-3%
减持
MNA
NEW YORK LIFE INVESTMENTS ET
-$331.9K
74,210
-14%
建仓
—
ROYAL CARIBBEAN GROUP
+$280.6K
896
建仓
ORCL
ORACLE CORP
+$280.1K
1,281
减持
SMH
VANECK ETF TRUST
+$275.8K
4,373
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$263.0K
32,637
-21%
减持
HYLB
DBX ETF TR
-$252.7K
57,532
-12%
清仓
WFC
WELLS FARGO CO NEW
-$248.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$244.0K
5,577
+1%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$241.9K
475
建仓
MGK
VANGUARD WORLD FD
+$236.8K
647
建仓
DIS
DISNEY WALT CO
+$234.6K
1,892
建仓
GE
GE AEROSPACE
+$232.9K
905
清仓
UPS
UNITED PARCEL SERVICE INC
-$228.6K
0
-100%
清仓
MMM
3M CO
-$222.2K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$221.0K
0
-100%
建仓
JSMD
JANUS DETROIT STR TR
+$207.5K
2,672
减持
IWY
ISHARES TR
+$183.7K
7,761
-5%
减持
FNDF
SCHWAB STRATEGIC TR
+$170.5K
48,544
-1%
减持
IMCG
ISHARES TR
+$168.0K
21,251
-1%
减持
BA
BOEING CO
-$157.0K
955
-54%
减持
IUSB
ISHARES TR
-$154.6K
23,707
-13%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$153.7K
2,818
+3%
减持
VB
VANGUARD INDEX FDS
+$144.2K
25,165
-4%
减持
IVV
ISHARES TR
-$132.7K
1,293
-22%
减持
MUST
COLUMBIA ETF TR I
-$122.5K
14,459
-30%
减持
AMZN
AMAZON COM INC
+$121.0K
8,491
-7%
减持
SPSM
SPDR SERIES TRUST
-$102.6K
60,508
-8%
减持
VOT
VANGUARD INDEX FDS
-$89.2K
1,356
-30%
减持
IJH
ISHARES TR
-$86.6K
30,484
-10%
减持
DJP
BARCLAYS BANK PLC
-$82.8K
18,453
-8%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$82.4K
2,645
-28%
减持
IWS
ISHARES TR
-$81.7K
2,662
-23%
减持
VTI
VANGUARD INDEX FDS
+$76.8K
2,762
-0%
减持
CVX
CHEVRON CORP NEW
-$74.9K
2,632
-3%
减持
PPL
PPL CORP
-$70.8K
30,195
-0%
增持
HDV
ISHARES TR
-$70.1K
18,149
+0%
增持
LLY
ELI LILLY & CO
+$55.2K
840
+16%
减持
VYM
VANGUARD WHITEHALL FDS
+$53.7K
18,022
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$52.8K
15,351
-16%
增持
GOOGL
ALPHABET INC
+$52.3K
2,414
+0%
减持
JNJ
JOHNSON & JOHNSON
-$50.9K
1,582
-10%
减持
VUG
VANGUARD INDEX FDS
+$49.5K
1,036
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$42.7K
10,034
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$41.4K
6,976
-2%
增持
DIVB
ISHARES TR
+$38.9K
10,415
+4%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$34.0K
18,013
-3%
减持
TSLA
TESLA INC
+$33.0K
1,614
-13%
减持
EFA
ISHARES TR
+$32.8K
7,635
-4%
减持
CWB
SPDR SERIES TRUST
-$31.1K
2,873
-18%
减持
BUI
BLACKROCK UTILS INFRASTRUCTU
+$30.9K
12,151
-2%
清仓
—
BOOKING HOLDINGS INC
-$26.9K
0
-100%
减持
FLTR
VANECK ETF TRUST
-$26.7K
46,538
-2%
增持
T
AT&T INC
+$25.7K
15,728
+4%
减持
IEF
ISHARES TR
-$19.9K
2,183
-9%
减持
FSK
FS KKR CAP CORP
-$17.3K
52,181
-1%
增持
MO
ALTRIA GROUP INC
-$16.6K
12,943
+0%
减持
GOOG
ALPHABET INC
+$14.2K
2,149
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$14.2K
960
-11%
清仓
—
SOUTHWEST AIRLS CO
-$11.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.0K
11,297
+3%
减持
XLRE
SELECT SECTOR SPDR TR
-$8.6K
16,429
-0%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$4.8K
34,257
-5%
减持
IJR
ISHARES TR
+$3.2K
11,571
-4%
减持
F
FORD MTR CO
-$2.2K
10,802
-9%
增持
WPC
WP CAREY INC
-$426
11,131
+1%
