LIBERTY WEALTH MANAGEMENT LLC
OAKLAND CA · SEC CIK 0001769302
$8.00亿2026Q1 申报市值
268持仓数
36.1%前十大占比 · 第一大 4.1%
34 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PIMCO INCOME INS 新建仓+$507.09万
PIMCO INCOME I-3 新建仓+$458.63万
IEMG 加仓+$439.66万
IVE 加仓+$431.88万
BAI 加仓+$404.44万
2026Q1 卖出最多 按季末市值估算
DFAU 减仓-$381.78万
QUAL 减仓-$370.67万
IYW 减仓-$275.87万
EMXC 减仓-$264.77万
OEF 减仓-$174.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $33.67万 | 0.04% | 2,205 | 23 | 1.1% | $3,512 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $33.81万 | 0.04% | 2,058 | 13 | 0.6% | $2,135 | 加仓 |
| MCK | MCKESSON CORP | $33.82万 | 0.04% | 391 | 13 | 3.4% | $1.12万 | 加仓 |
| — | BLACKROCK CALIFORNIA MUN | $34.27万 | 0.04% | 29,093 | 29,093 | — | $34.27万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $34.52万 | 0.04% | 1,085 | -161 | -12.9% | -$5.12万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $35.89万 | 0.04% | 7,270 | -320 | -4.2% | -$1.58万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $36.09万 | 0.05% | 866 | -7 | -0.8% | -$2,917 | 减仓 |
| ALL | ALLSTATE CORP | $36.15万 | 0.05% | 1,743 | 4 | 0.2% | $830 | 加仓 |
| — | PIMCO CALIFORNIA MUNICIP | $36.61万 | 0.05% | 34,474 | 34,474 | — | $36.61万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $36.64万 | 0.05% | 4,747 | 417 | 9.6% | $3.22万 | 加仓 |
| BA | BOEING CO | $36.78万 | 0.05% | 1,848 | -135 | -6.8% | -$2.69万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $36.84万 | 0.05% | 7,321 | 7,321 | — | $36.84万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.01万 | 0.05% | 6,530 | -222 | -3.3% | -$1.26万 | 减仓 |
| ABM | ABM INDS INC | $37.74万 | 0.05% | 9,799 | 5 | 0.1% | $193 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $38.42万 | 0.05% | 3,847 | 4 | 0.1% | $399 | 加仓 |
| USB | US BANCORP | $38.74万 | 0.05% | 7,448 | -1,345 | -15.3% | -$7.00万 | 减仓 |
| UNP | UNION PAC CORP | $38.74万 | 0.05% | 1,597 | 23 | 1.5% | $5,580 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $39.36万 | 0.05% | 6,668 | 6,668 | — | $39.36万 | 新建仓 |
| INTC | INTEL CORP | $39.56万 | 0.05% | 8,931 | 321 | 3.7% | $1.42万 | 加仓 |
| GEV | GE VERNOVA INC | $39.69万 | 0.05% | 450 | 69 | 18.1% | $6.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $39.81万 | 0.05% | 7,932 | -51 | -0.6% | -$2,559 | 减仓 |
| BP | BP PLC | $39.93万 | 0.05% | 8,497 | 1,310 | 18.2% | $6.16万 | 加仓 |
| SOXX | ISHARES TR | $40.20万 | 0.05% | 1,223 | 41 | 3.5% | $1.35万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $40.24万 | 0.05% | 5,609 | -173 | -3.0% | -$1.24万 | 减仓 |
| GE | GE AEROSPACE | $40.36万 | 0.05% | 1,421 | 23 | 1.6% | $6,533 | 加仓 |
| MRK | MERCK &CO INC | $40.71万 | 0.05% | 3,388 | 144 | 4.4% | $1.73万 | 加仓 |
| PWR | QUANTA SVCS INC | $42.16万 | 0.05% | 768 | 768 | — | $42.16万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $42.43万 | 0.05% | 3,841 | 10 | 0.3% | $1,105 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT | $42.70万 | 0.05% | 8,438 | 8,438 | — | $42.70万 | 新建仓 |
| SLV | ISHARES SILVER TR | $43.51万 | 0.05% | 6,385 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $43.79万 | 0.05% | 4,078 | 116 | 2.9% | $1.25万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $44.43万 | 0.06% | 2,066 | -130 | -5.9% | -$2.80万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $45.48万 | 0.06% | 5,800 | 489 | 9.2% | $3.83万 | 加仓 |
| MCD | MCDONALDS CORP | $47.17万 | 0.06% | 1,518 | 182 | 13.6% | $5.66万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $48.13万 | 0.06% | 1,777 | 21 | 1.2% | $5,688 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $48.72万 | 0.06% | 6,019 | 6 | 0.1% | $486 | 加仓 |
| — | PIMCO EMERGING MKTS LCL | $49.08万 | 0.06% | 80,329 | 80,329 | — | $49.08万 | 新建仓 |
| NFLX | NETFLIX INC | $49.42万 | 0.06% | 5,143 | 207 | 4.2% | $1.99万 | 加仓 |
| IJJ | ISHARES TR | $49.69万 | 0.06% | 3,750 | 12 | 0.3% | $1,590 | 加仓 |
| ABT | ABBOTT LABORATORIES | $49.90万 | 0.06% | 4,861 | -179 | -3.6% | -$1.84万 | 减仓 |
| FLTR | VANECK ETF TRUST | $50.15万 | 0.06% | 19,680 | 19,680 | — | $50.15万 | 新建仓 |
| HTO | H2O AMERICA | $50.56万 | 0.06% | 8,618 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.60万 | 0.06% | 1,673 | -49 | -2.8% | -$1.48万 | 减仓 |
| COWZ | PACER FDS TR | $50.62万 | 0.06% | 8,091 | -3,263 | -28.7% | -$20.41万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $51.33万 | 0.06% | 4,680 | -318 | -6.4% | -$3.49万 | 减仓 |
| IWF | ISHARES TR | $52.33万 | 0.07% | 1,227 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $52.72万 | 0.07% | 3,701 | 1,985 | 115.7% | $28.27万 | 加仓 |
| MA | MASTERCARD INC | $52.90万 | 0.07% | 1,059 | 108 | 11.4% | $5.39万 | 加仓 |
| IYR | ISHARES TR | $53.81万 | 0.07% | 5,796 | 1,410 | 32.1% | $13.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $54.88万 | 0.07% | 7,453 | 2,371 | 46.7% | $17.46万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $55.29万 | 0.07% | 10,008 | 629 | 6.7% | $3.47万 | 加仓 |
| PEP | PEPSICO INC | $57.85万 | 0.07% | 3,725 | -85 | -2.2% | -$1.32万 | 减仓 |
| IBB | ISHARES TR | $58.21万 | 0.07% | 3,447 | -28 | -0.8% | -$4,728 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $58.29万 | 0.07% | 12,131 | 1,537 | 14.5% | $7.39万 | 加仓 |
| IJR | ISHARES CORE S&P | $58.48万 | 0.07% | 4,704 | -579 | -11.0% | -$7.20万 | 减仓 |
| VFH | VANGUARD WORLD FD | $63.27万 | 0.08% | 5,247 | -313 | -5.6% | -$3.77万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $63.94万 | 0.08% | 2,617 | -405 | -13.4% | -$9.90万 | 减仓 |
| PHM | PULTE GROUP INC | $65.66万 | 0.08% | 5,582 | 12 | 0.2% | $1,411 | 加仓 |
| FLOT | ISHARES TR | $66.68万 | 0.08% | 13,088 | 3,435 | 35.6% | $17.50万 | 加仓 |
| DIS | DISNEY WALT CO | $67.13万 | 0.08% | 6,962 | -363 | -5.0% | -$3.50万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $67.53万 | 0.08% | 11,934 | 15 | 0.1% | $849 | 加仓 |
| — | PIMCO MORTGAGE OPPORTUNI | $69.66万 | 0.09% | 74,584 | 74,584 | — | $69.66万 | 新建仓 |
| SYSB | ISHARES TR | $70.91万 | 0.09% | 7,967 | 7,967 | — | $70.91万 | 新建仓 |
| EFA | ISHARES TR | $71.34万 | 0.09% | 7,345 | -224 | -3.0% | -$2.18万 | 减仓 |
| RTX | RTX CORPORATION | $71.93万 | 0.09% | 3,730 | 81 | 2.2% | $1.56万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.23万 | 0.09% | 13,364 | -520 | -3.7% | -$2.81万 | 减仓 |
| KO | COCA COLA CO | $72.86万 | 0.09% | 9,577 | -1,140 | -10.6% | -$8.67万 | 减仓 |
| HD | HOME DEPOT INC | $72.86万 | 0.09% | 2,215 | 88 | 4.1% | $2.89万 | 加仓 |
| DGRO | ISHARES TR | $73.17万 | 0.09% | 10,426 | 994 | 10.5% | $6.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.33万 | 0.09% | 2,168 | 229 | 11.8% | $7.75万 | 加仓 |
| MSCI | MSCI INC | $73.42万 | 0.09% | 1,362 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR | $74.16万 | 0.09% | 24,093 | 10,949 | 83.3% | $33.70万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $79.99万 | 0.10% | 3,186 | -409 | -11.4% | -$10.27万 | 减仓 |
| CAT | CATERPILLAR INC | $81.68万 | 0.10% | 1,153 | -235 | -16.9% | -$16.65万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $81.82万 | 0.10% | 6,156 | 458 | 8.0% | $6.09万 | 加仓 |
| WFC | WELLS FARGO &CO | $82.62万 | 0.10% | 10,377 | -368 | -3.4% | -$2.93万 | 减仓 |
| USMV | ISHARES TR | $82.80万 | 0.10% | 8,917 | -1,725 | -16.2% | -$16.02万 | 减仓 |
| TFLO | ISHARES TR | $83.38万 | 0.10% | 16,469 | 8,438 | 105.1% | $42.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $83.64万 | 0.10% | 988 | 12 | 1.2% | $1.02万 | 加仓 |
| WMT | WALMART INC | $86.32万 | 0.11% | 6,945 | 308 | 4.6% | $3.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $89.47万 | 0.11% | 4,213 | -178 | -4.1% | -$3.78万 | 减仓 |
| INTU | INTUIT | $90.37万 | 0.11% | 2,090 | 88 | 4.4% | $3.80万 | 加仓 |
| TLT | ISHARES 20 YEAR | $91.14万 | 0.11% | 10,514 | -4,124 | -28.2% | -$35.75万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.41万 | 0.12% | 927 | -119 | -11.4% | -$11.86万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $93.47万 | 0.12% | 1,547 | -17 | -1.1% | -$1.03万 | 减仓 |
| DBEF | DBX ETF TR | $96.63万 | 0.12% | 19,560 | 2,880 | 17.3% | $14.23万 | 加仓 |
| — | PIMCO INVESTMENT GRADE C | $96.76万 | 0.12% | 107,271 | 107,271 | — | $96.76万 | 新建仓 |
| — | PIMCO EMERGING MARKETS B | $99.02万 | 0.12% | 111,765 | 111,765 | — | $99.02万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $100.79万 | 0.13% | 13,168 | 343 | 2.7% | $2.63万 | 加仓 |
| IYF | ISHARES TR | $101.48万 | 0.13% | 8,625 | 1,720 | 24.9% | $20.24万 | 加仓 |
| AMGN | AMGEN INC | $101.57万 | 0.13% | 2,906 | 537 | 22.7% | $18.77万 | 加仓 |
| VV | VANGUARD INDEX FDS | $102.43万 | 0.13% | 3,427 | -15 | -0.4% | -$4,483 | 减仓 |
| PG | PROCTER &GAMBLE CO | $104.86万 | 0.13% | 7,259 | -637 | -8.1% | -$9.20万 | 减仓 |
| — | EXXON MOBIL CORP | $108.55万 | 0.14% | 6,398 | -427 | -6.3% | -$7.24万 | 减仓 |
| V | VISA INC | $108.68万 | 0.14% | 3,595 | 111 | 3.2% | $3.36万 | 加仓 |
| IYK | ISHARES TR | $109.40万 | 0.14% | 15,766 | 4,242 | 36.8% | $29.44万 | 加仓 |
| IYH | ISHARES TR | $111.94万 | 0.14% | 18,161 | 2,628 | 16.9% | $16.20万 | 加仓 |
| IYE | ISHARES TR | $114.11万 | 0.14% | 17,773 | 2,632 | 17.4% | $16.90万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.41万 | 0.15% | 5,817 | 354 | 6.5% | $7.21万 | 加仓 |
| BAC | BANK AMERICA CORP | $122.19万 | 0.15% | 25,061 | 201 | 0.8% | $9,800 | 加仓 |