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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 96 项
建仓 6
增持 31
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$11.8M
564,503
+35%
增持
SPYM
SPDR SERIES TRUST
+$9.3M
461,042
+25%
增持
HYDB
ISHARES TR
+$5.2M
208,583
+107%
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。
建仓
FSMD
FIDELITY COVINGTON TRUST
+$5.0M
114,184
减持
VOO
VANGUARD INDEX FDS
-$3.7M
66,140
-15%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$3.7M
161,016
+630%
减持
AAPL
APPLE INC
+$3.5M
74,533
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.0M
426,664
-23%
建仓
AVDE
AMERICAN CENTY ETF TR
+$2.3M
29,289
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.0M
60,861
+36%
增持
QQQ
INVESCO QQQ TR
+$1.4M
15,546
+8%
减持
SCHM
SCHWAB STRATEGIC TR
-$1.2M
117,102
-30%
增持
IQLT
ISHARES TR
+$1.1M
401,236
+4%
减持
FNDA
SCHWAB STRATEGIC TR
-$985.2K
141,856
-25%
减持
VB
VANGUARD INDEX FDS
-$979.1K
19,602
-22%
减持
BND
VANGUARD BD INDEX FDS
-$826.8K
32,128
-26%
减持
MNA
NEW YORK LIFE INVESTMENTS ET
-$744.6K
52,166
-30%
减持
ACIO
ETF SER SOLUTIONS
-$675.9K
29,721
-37%
增持
DIVO
AMPLIFY ETF TR
+$635.5K
33,648
+66%
增持
SPY
SPDR S&P 500 ETF TR
+$601.9K
7,634
+5%
增持
NVDA
NVIDIA CORPORATION
+$586.0K
19,815
+1%
减持
SPSM
SPDR SERIES TRUST
-$577.6K
43,178
-29%
减持
HYLB
DBX ETF TR
-$576.5K
41,703
-28%
清仓
IWF
ISHARES TR
-$563.0K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$533.4K
22,525
-30%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$483.8K
5,018
+17%
建仓
ROP
ROPER TECHNOLOGIES INC
+$470.3K
943
增持
VYM
VANGUARD WHITEHALL FDS
+$391.2K
19,821
+10%
增持
VTI
VANGUARD INDEX FDS
+$367.9K
3,679
+33%
减持
FSK
FS KKR CAP CORP
-$365.6K
48,037
-8%
减持
AGZ
ISHARES TR
-$364.6K
1,838
-64%
增持
SMH
VANECK ETF TRUST
+$289.5K
4,624
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$281.9K
24,591
-25%
减持
DJP
BARCLAYS BANK PLC
-$266.3K
10,179
-45%
清仓
DIS
DISNEY WALT CO
-$234.6K
0
-100%
建仓
VC
VISTEON CORP
+$222.9K
1,860
清仓
PFXF
VANECK ETF TRUST
-$222.8K
0
-100%
清仓
IGEB
ISHARES TR
-$218.3K
0
-100%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$214.0K
13,714
-24%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$212.8K
762
清仓
ADBE
ADOBE INC
-$211.2K
0
-100%
清仓
IWD
ISHARES TR
-$210.2K
0
-100%
清仓
IEF
ISHARES TR
-$209.1K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$203.2K
10,704
+58%
建仓
GTLS
CHART INDS INC
+$200.2K
1,000
减持
TSLA
TESLA INC
+$194.4K
1,590
-1%
减持
IUSB
ISHARES TR
-$190.2K
19,392
-18%
减持
MSFT
MICROSOFT CORP
+$188.5K
12,143
-1%
减持
IJH
ISHARES TR
-$175.8K
26,276
-14%
增持
GOOG
ALPHABET INC
+$168.5K
2,257
+5%
增持
GOOGL
ALPHABET INC
+$162.1K
2,417
+0%
减持
FNDF
SCHWAB STRATEGIC TR
-$161.4K
41,466
-15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$155.8K
2,960
+5%
增持
AVGO
BROADCOM INC
+$147.4K
2,118
+6%
减持
IEFA
ISHARES TR
-$128.3K
2,965
-36%
增持
ORCL
ORACLE CORP
+$114.2K
1,402
+9%
减持
KO
COCA COLA CO
-$106.7K
3,493
-27%
减持
IWY
ISHARES TR
+$93.2K
7,332
-6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$93.1K
6,185
-11%
减持
IGV
ISHARES TR
+$89.8K
19,180
-1%
减持
FDBC
FIDELITY D & D BANCORP INC
-$86.5K
36,243
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$85.4K
13,181
-14%
减持
ANGL
VANECK ETF TRUST
-$74.7K
19,390
-13%
增持
JPM
JPMORGAN CHASE & CO.
+$70.4K
1,303
+11%
增持
VGT
VANGUARD WORLD FD
+$68.6K
821
+0%
增持
IVV
ISHARES TR
+$67.3K
1,300
+1%
减持
WMT
WALMART INC
-$60.5K
4,216
-17%
减持
VTV
VANGUARD INDEX FDS
+$56.6K
6,527
-1%
增持
IMCG
ISHARES TR
+$53.5K
21,256
+0%
减持
IJR
ISHARES TR
+$52.6K
11,085
-4%
增持
FNDX
SCHWAB STRATEGIC TR
+$52.6K
12,540
+11%
减持
T
AT&T INC
-$51.8K
14,283
-9%
减持
QCOM
QUALCOMM INC
-$50.7K
1,609
-20%
增持
NOW
SERVICENOW INC
-$48.4K
478
+1%
减持
PG
PROCTER AND GAMBLE CO
-$46.0K
1,993
-10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$44.2K
11,920
-5%
减持
HDV
ISHARES TR
+$37.7K
17,674
-3%
增持
—
EXXON MOBIL CORP
+$35.4K
6,446
+0%
减持
MO
ALTRIA GROUP INC
-$34.4K
10,966
-15%
减持
JNJ
JOHNSON & JOHNSON
+$29.8K
1,464
-7%
减持
AMP
AMERIPRISE FINL INC
-$27.0K
572
-1%
减持
FLTR
VANECK ETF TRUST
-$25.0K
45,432
-2%
减持
VUG
VANGUARD INDEX FDS
+$19.7K
988
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$18.0K
939
-2%
减持
HYMB
SPDR SERIES TRUST
-$15.4K
9,012
-7%
增持
SMB
VANECK ETF TRUST
+$14.3K
33,029
+2%
增持
AMZN
AMAZON COM INC
+$12.9K
8,543
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$11.7K
11,388
+1%
减持
CWB
SPDR SERIES TRUST
+$11.6K
2,752
-4%
增持
META
META PLATFORMS INC
-$10.2K
2,980
+0%
减持
—
ROYAL CARIBBEAN GROUP
-$5.9K
849
-5%
减持
XLRE
SELECT SECTOR SPDR TR
+$5.5K
16,283
-1%
减持
WPC
WP CAREY INC
-$5.0K
10,202
-8%
减持
F
FORD MTR CO
+$2.5K
10,012
-7%
减持
BUI
BLACKROCK UTILS INFRASTRUCTU
+$2.2K
12,039
-1%
减持
EFA
ISHARES TR
-$2.0K
7,288
-5%
