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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES IN | $122.90万 | 0.15% | 8,402 | 1,674 | 24.9% | $24.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $123.39万 | 0.15% | 4,642 | -405 | -8.0% | -$10.77万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.50万 | 0.15% | 5,095 | -308 | -5.7% | -$7.47万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $129.96万 | 0.16% | 6,247 | 289 | 4.9% | $6.01万 | 加仓 |
| HEFA | ISHARES TR | $134.04万 | 0.17% | 31,518 | -23,086 | -42.3% | -$98.18万 | 减仓 |
| IFRA | ISHARES TR | $138.65万 | 0.17% | 24,380 | -1,404 | -5.4% | -$7.98万 | 减仓 |
| LLY | ELI LILLY &CO | $140.17万 | 0.18% | 1,524 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $142.62万 | 0.18% | 3,881 | 33 | 0.9% | $1.21万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $146.00万 | 0.18% | 4,963 | -185 | -3.6% | -$5.44万 | 减仓 |
| VHT | VANGUARD WORLD FD | $146.73万 | 0.18% | 5,242 | 814 | 18.4% | $22.78万 | 加仓 |
| ABBV | ABBVIE INC | $150.89万 | 0.19% | 6,939 | -286 | -4.0% | -$6.22万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $165.34万 | 0.21% | 15,017 | -1,770 | -10.5% | -$19.49万 | 减仓 |
| EMB | ISHARES TR | $172.82万 | 0.22% | 18,399 | -12,642 | -40.7% | -$118.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $178.54万 | 0.22% | 27,863 | -4,193 | -13.1% | -$26.87万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $181.19万 | 0.23% | 3,829 | -250 | -6.1% | -$11.83万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $211.96万 | 0.26% | 9,752 | 98 | 1.0% | $2.13万 | 加仓 |
| UPS | UNITED PARCEL SVC INC | $216.18万 | 0.27% | 20,932 | 18,367 | 716.1% | $189.69万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $219.28万 | 0.27% | 5,020 | 284 | 6.0% | $12.41万 | 加仓 |
| AVGO | BROADCOM INC | $244.00万 | 0.30% | 7,874 | 513 | 7.0% | $15.90万 | 加仓 |
| META | META PLATFORMS INC | $259.83万 | 0.32% | 4,537 | 353 | 8.4% | $20.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $261.49万 | 0.33% | 5,457 | 153 | 2.9% | $7.33万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $268.74万 | 0.34% | 51,750 | -1,444 | -2.7% | -$7.50万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $281.33万 | 0.35% | 68,516 | 68,516 | — | $281.33万 | 新建仓 |
| — | PIMCO TOTAL RETURN I-3 | $285.47万 | 0.36% | 326,619 | 326,619 | — | $285.47万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $292.66万 | 0.37% | 14,893 | 692 | 4.9% | $13.60万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $293.25万 | 0.37% | 89,625 | 89,625 | — | $293.25万 | 新建仓 |
| GLD | SPDR GOLD TR | $314.22万 | 0.39% | 7,302 | 29 | 0.4% | $1.25万 | 加仓 |
| VGT | VANGUARD WORLD FD | $320.17万 | 0.40% | 4,589 | 564 | 14.0% | $39.35万 | 加仓 |
| CSCO | CISCO SYS INC | $344.20万 | 0.43% | 44,357 | 230 | 0.5% | $1.78万 | 加仓 |
| IAGG | ISHARES CORE | $347.81万 | 0.43% | 69,506 | 38,665 | 125.4% | $193.48万 | 加仓 |
| GOOGL | ALPHABET INC | $353.41万 | 0.44% | 12,281 | 952 | 8.4% | $27.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $376.17万 | 0.47% | 16,370 | 28 | 0.2% | $6,434 | 加仓 |
| ORCL | ORACLE CORP | $379.70万 | 0.47% | 25,810 | 405 | 1.6% | $5.96万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $396.54万 | 0.50% | 111,420 | 827 | 0.7% | $2.94万 | 加仓 |
| GOOG | ALPHABET INC | $415.87万 | 0.52% | 14,490 | -1,027 | -6.6% | -$29.48万 | 减仓 |
| IAU | ISHARES GOLD TR | $432.86万 | 0.54% | 49,100 | -12,400 | -20.2% | -$109.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $440.02万 | 0.55% | 21,267 | -319 | -1.5% | -$6.60万 | 减仓 |
| — | PIMCO INCOME I-3 | $458.63万 | 0.57% | 425,442 | 425,442 | — | $458.63万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $460.61万 | 0.58% | 9,992 | 71 | 0.7% | $3.27万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $462.51万 | 0.58% | 83,549 | 1,499 | 1.8% | $8.30万 | 加仓 |
| EMXC | ISHARES INC | $463.41万 | 0.58% | 58,842 | -33,619 | -36.4% | -$264.77万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $466.85万 | 0.58% | 7,179 | 106 | 1.5% | $6.89万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $484.35万 | 0.61% | 70,416 | 1,305 | 1.9% | $8.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $491.57万 | 0.61% | 8,226 | 170 | 2.1% | $10.16万 | 加仓 |
| GOVT | ISHARES TR | $499.18万 | 0.62% | 217,888 | 163,087 | 297.6% | $373.63万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE | $502.79万 | 0.63% | 55,442 | -4,273 | -7.2% | -$38.75万 | 减仓 |
| — | PIMCO INCOME INSTL | $507.09万 | 0.63% | 470,399 | 470,399 | — | $507.09万 | 新建仓 |
| TSLA | TESLA INC | $524.21万 | 0.65% | 14,101 | -760 | -5.1% | -$28.25万 | 减仓 |
| IYW | ISHARES TR | $524.55万 | 0.66% | 28,877 | -15,187 | -34.5% | -$275.87万 | 减仓 |
| AMAT | APPLIED MATLS INC | $542.45万 | 0.68% | 15,869 | -3,081 | -16.3% | -$105.32万 | 减仓 |
| MBB | ISHARES TR | $550.90万 | 0.69% | 58,020 | 4,899 | 9.2% | $46.52万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $553.30万 | 0.69% | 146,338 | 16,271 | 12.5% | $61.52万 | 加仓 |
| AMZN | AMAZON COM INC | $560.48万 | 0.70% | 26,892 | -760 | -2.7% | -$15.84万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $560.52万 | 0.70% | 142,121 | -2,941 | -2.0% | -$11.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $572.39万 | 0.72% | 9,917 | 37 | 0.4% | $2.14万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH | $645.05万 | 0.81% | 57,920 | 17,305 | 42.6% | $192.72万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $667.11万 | 0.83% | 202,464 | 122,745 | 154.0% | $404.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $719.45万 | 0.90% | 19,425 | 63 | 0.3% | $2.33万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING | $742.84万 | 0.93% | 214,986 | -2,297 | -1.1% | -$7.94万 | 减仓 |
| OEF | ISHARES TR | $784.24万 | 0.98% | 24,656 | -5,499 | -18.2% | -$174.91万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $801.42万 | 1.00% | 248,733 | -587 | -0.2% | -$1.89万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $829.05万 | 1.04% | 228,895 | 105,312 | 85.2% | $381.44万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $837.92万 | 1.05% | 134,174 | -2,783 | -2.0% | -$17.38万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD | $861.54万 | 1.08% | 114,712 | -1,462 | -1.3% | -$10.98万 | 减仓 |
| TLH | ISHARES 10-20 YEAR | $884.53万 | 1.11% | 87,815 | 11,260 | 14.7% | $113.42万 | 加仓 |
| MTUM | ISHARES TR | $923.33万 | 1.15% | 38,474 | 8,331 | 27.6% | $199.93万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE | $1,213.42万 | 1.52% | 162,787 | 27,946 | 20.7% | $208.31万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,365.73万 | 1.71% | 382,353 | -4,457 | -1.2% | -$15.92万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,437.65万 | 1.80% | 368,908 | -25,799 | -6.5% | -$100.54万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,483.28万 | 1.85% | 309,664 | 14,688 | 5.0% | $70.36万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,484.00万 | 1.85% | 46,256 | 506 | 1.1% | $16.23万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,560.42万 | 1.95% | 439,135 | -8,979 | -2.0% | -$31.91万 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL | $1,583.54万 | 1.98% | 342,830 | 13,641 | 4.1% | $63.01万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,773.88万 | 2.22% | 101,654 | 4,629 | 4.8% | $80.78万 | 加仓 |
| IEMG | ISHARES CORE MSCI | $1,862.24万 | 2.33% | 266,950 | 63,024 | 30.9% | $439.66万 | 加仓 |
| DFGX | DIMENSIONAL | $2,032.47万 | 2.54% | 387,348 | 20,307 | 5.5% | $106.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,577.87万 | 3.22% | 701,173 | 3,577 | 0.5% | $13.15万 | 加仓 |
| QUAL | ISHARES TR | $2,685.41万 | 3.35% | 139,989 | -19,323 | -12.1% | -$370.67万 | 减仓 |
| IVE | ISHARES TR | $2,721.49万 | 3.40% | 128,765 | 20,434 | 18.9% | $431.88万 | 加仓 |
| AAPL | APPLE INC | $2,837.28万 | 3.54% | 111,781 | -5,170 | -4.4% | -$131.23万 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED | $2,877.52万 | 3.60% | 681,228 | 17,978 | 2.7% | $75.94万 | 加仓 |
| IVV | ISHARES CORE S&P 500 | $2,881.73万 | 3.60% | 44,109 | 3,772 | 9.4% | $246.43万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,888.84万 | 3.61% | 496,452 | 17,658 | 3.7% | $102.75万 | 加仓 |
| IVW | ISHARES TR | $3,011.60万 | 3.76% | 266,207 | 6,427 | 2.5% | $72.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,136.44万 | 3.92% | 806,981 | 2,487 | 0.3% | $9.67万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $3,247.00万 | 4.06% | 719,165 | -84,559 | -10.5% | -$381.78万 | 减仓 |