LIBERTY WEALTH MANAGEMENT LLC
OAKLAND CA · SEC CIK 0001769302
$7.96亿2026Q2 申报市值
268持仓数
36.3%前十大占比 · 第一大 4.1%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
MGK 减仓-$570.48万
VGT 减仓-$383.93万
VUG 减仓-$216.21万
IWF 减仓-$156.99万
HDV 减仓-$87.73万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVC INC | $216.18万 | 0.27% | 20,932 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $244.00万 | 0.31% | 7,874 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $259.83万 | 0.33% | 4,537 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $261.49万 | 0.33% | 5,457 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $268.74万 | 0.34% | 51,750 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $281.33万 | 0.35% | 68,516 | 0 | 0.0% | — | 不变 |
| — | PIMCO TOTAL RETURN I-3 | $285.47万 | 0.36% | 326,619 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $292.66万 | 0.37% | 14,893 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $293.25万 | 0.37% | 89,625 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $314.22万 | 0.39% | 7,302 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $344.20万 | 0.43% | 44,357 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE | $347.81万 | 0.44% | 69,506 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $353.41万 | 0.44% | 12,281 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $376.17万 | 0.47% | 16,370 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $379.70万 | 0.48% | 25,810 | 0 | 0.0% | — | 不变 |
| TCAF | T ROWE PRICE ETF INC | $396.54万 | 0.50% | 111,420 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $415.87万 | 0.52% | 14,490 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $432.86万 | 0.54% | 49,100 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $440.02万 | 0.55% | 21,267 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME I-3 | $458.63万 | 0.58% | 425,442 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $460.61万 | 0.58% | 9,992 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $462.51万 | 0.58% | 83,549 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $463.41万 | 0.58% | 58,842 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $466.85万 | 0.59% | 7,179 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $484.35万 | 0.61% | 70,416 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $491.57万 | 0.62% | 8,226 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $499.18万 | 0.63% | 217,888 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE | $502.79万 | 0.63% | 55,442 | 0 | 0.0% | — | 不变 |
| — | PIMCO INCOME INSTL | $507.09万 | 0.64% | 470,399 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $524.21万 | 0.66% | 14,101 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $524.55万 | 0.66% | 28,877 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $542.45万 | 0.68% | 15,869 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $550.90万 | 0.69% | 58,020 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $553.30万 | 0.70% | 146,338 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $560.48万 | 0.70% | 26,892 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $560.52万 | 0.70% | 142,121 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $572.39万 | 0.72% | 9,917 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH | $645.05万 | 0.81% | 57,920 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $667.11万 | 0.84% | 202,464 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $719.45万 | 0.90% | 19,425 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING | $742.84万 | 0.93% | 214,986 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $784.24万 | 0.99% | 24,656 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $801.42万 | 1.01% | 248,733 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $829.05万 | 1.04% | 228,895 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $837.92万 | 1.05% | 134,174 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD | $861.54万 | 1.08% | 114,712 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR | $884.53万 | 1.11% | 87,815 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $923.33万 | 1.16% | 38,474 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE | $1,213.42万 | 1.52% | 162,787 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $1,365.73万 | 1.72% | 382,353 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $1,437.65万 | 1.81% | 368,908 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $1,483.28万 | 1.86% | 309,664 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $1,484.00万 | 1.86% | 46,256 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $1,560.42万 | 1.96% | 439,135 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES CORE UNIVERSAL | $1,583.54万 | 1.99% | 342,830 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,773.88万 | 2.23% | 101,654 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI | $1,862.24万 | 2.34% | 266,950 | 0 | 0.0% | — | 不变 |
| DFGX | DIMENSIONAL | $2,032.47万 | 2.55% | 387,348 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2,577.87万 | 3.24% | 701,173 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $2,685.41万 | 3.37% | 139,989 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $2,721.49万 | 3.42% | 128,765 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $2,837.28万 | 3.56% | 111,781 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED | $2,877.52万 | 3.61% | 681,228 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 | $2,881.73万 | 3.62% | 44,109 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $2,888.84万 | 3.63% | 496,452 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $3,011.60万 | 3.78% | 266,207 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $3,136.44万 | 3.94% | 806,981 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $3,247.00万 | 4.08% | 719,165 | 0 | 0.0% | — | 不变 |