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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES 0-3 MONTH | $0 | 0.00% | 0 | -14,437 | -100.0% | -$144.92万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,821 | -100.0% | -$64.65万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -18,271 | -100.0% | -$49.10万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14,119 | -100.0% | -$38.73万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,437 | -100.0% | -$33.16万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,786 | -100.0% | -$32.47万 | 清仓 |
| EUFN | ISHARES TR | $0 | 0.00% | 0 | -8,454 | -100.0% | -$31.35万 | 清仓 |
| IDV | ISHARES INTERNATIONAL | $0 | 0.00% | 0 | -7,524 | -100.0% | -$29.68万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,291 | -100.0% | -$27.71万 | 清仓 |
| VYMI | VANGUARD INTERNATNL HGH | $0 | 0.00% | 0 | -3,058 | -100.0% | -$27.52万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -5,351 | -100.0% | -$25.34万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -218 | -100.0% | -$23.38万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,475 | -100.0% | -$22.76万 | 清仓 |
| ARTY | ISHARES FUTURE AI AND | $0 | 0.00% | 0 | -4,657 | -100.0% | -$22.44万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,522 | -100.0% | -$21.12万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,301 | -100.0% | -$20.06万 | 清仓 |
| — | EAST WEST MINERALS LTD F | $0 | 0.00% | 0 | -37,000 | -100.0% | -$5,814 | 清仓 |
| — | CHROMOCURE INC | $0 | 0.00% | 33,333 | 0 | 0.0% | — | 不变 |
| — | EN POINT TECHNOLOGIES INC | $0 | 0.00% | 0 | -30,000 | -100.0% | — | 清仓 |
| — | WESTMORELAND COAL CO XXX | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $3.71万 | 0.00% | 19,500 | 0 | 0.0% | — | 不变 |
| — | GENELUX CORPORATION | $4.00万 | 0.01% | 16,547 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $8.29万 | 0.01% | 22,000 | 22,000 | — | $8.29万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $8.60万 | 0.01% | 16,971 | 16,971 | — | $8.60万 | 新建仓 |
| — | NYLI MACKAY TAX FREE BON | $12.85万 | 0.02% | 13,894 | 13,894 | — | $12.85万 | 新建仓 |
| — | HERITAGE COMM CORP | $14.24万 | 0.02% | 11,407 | 1 | 0.0% | $12 | 加仓 |
| — | BLACKROCK NATIONAL MUNIC | $14.87万 | 0.02% | 15,018 | 15,018 | — | $14.87万 | 新建仓 |
| S | SENTINELONE INC | $18.61万 | 0.02% | 14,450 | 3 | 0.0% | $39 | 加仓 |
| IBHF | ISHARES TR | $20.08万 | 0.03% | 8,748 | 68 | 0.8% | $1,561 | 加仓 |
| — | PUTNAM ETF TRUST | $20.12万 | 0.03% | 27,635 | -8,968 | -24.5% | -$6.53万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.54万 | 0.03% | 460 | 1 | 0.2% | $447 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.58万 | 0.03% | 302 | 302 | — | $20.58万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.81万 | 0.03% | 4,432 | -277 | -5.9% | -$1.30万 | 重新持有 |
| STIP | ISHARES 0-5 YEAR TIPS | $21.70万 | 0.03% | 2,098 | -4,196 | -66.7% | -$43.40万 | 减仓 |
| IBHG | ISHARES TR | $21.77万 | 0.03% | 9,835 | 859 | 9.6% | $1.90万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $21.80万 | 0.03% | 2,320 | 181 | 8.5% | $1.70万 | 加仓 |
| HDV | ISHARES CORE HIGH | $21.93万 | 0.03% | 1,616 | 1,616 | — | $21.93万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.24万 | 0.03% | 1,608 | 3 | 0.2% | $415 | 加仓 |
| COP | CONOCOPHILLIPS | $22.29万 | 0.03% | 1,689 | 1,689 | — | $22.29万 | 新建仓 |
| HSY | HERSHEY CO | $22.46万 | 0.03% | 1,081 | -5 | -0.5% | -$1,039 | 重新持有 |
| KR | KROGER CO | $22.72万 | 0.03% | 3,142 | 64 | 2.1% | $4,627 | 重新持有 |
| SYK | STRYKER CORPORATION | $22.86万 | 0.03% | 696 | 57 | 8.9% | $1.87万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $22.87万 | 0.03% | 2,966 | 2,966 | — | $22.87万 | 新建仓 |
| IJK | ISHARES TR | $23.07万 | 0.03% | 2,293 | 1 | 0.0% | $101 | 加仓 |
| SPSB | STATE STREET SPDR | $23.36万 | 0.03% | 7,767 | 7,767 | — | $23.36万 | 新建仓 |
| EBAY | EBAY INC. | $23.36万 | 0.03% | 2,566 | 6 | 0.2% | $546 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $23.46万 | 0.03% | 1,791 | -271 | -13.1% | -$3.55万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $23.89万 | 0.03% | 1,715 | -122 | -6.6% | -$1.70万 | 减仓 |
| PFE | PFIZER INC | $23.92万 | 0.03% | 8,521 | -465 | -5.2% | -$1.31万 | 减仓 |
| MS | MORGAN STANLEY | $23.92万 | 0.03% | 1,453 | -227 | -13.5% | -$3.74万 | 减仓 |
| IXC | ISHARES TR | $24.03万 | 0.03% | 4,170 | 4,170 | — | $24.03万 | 新建仓 |
| ICVT | ISHARES CONVERTIBLE BOND | $24.30万 | 0.03% | 2,387 | -2,320 | -49.3% | -$23.62万 | 减仓 |
| VDE | VANGUARD ENERGY INDEX | $24.47万 | 0.03% | 1,414 | 1,414 | — | $24.47万 | 新建仓 |
| IXUS | ISHARES TR | $24.50万 | 0.03% | 2,828 | 2,828 | — | $24.50万 | 新建仓 |
| ESGU | ISHARES ESG AWARE MSCI | $24.56万 | 0.03% | 1,737 | -133 | -7.1% | -$1.88万 | 减仓 |
| SNPS | SYNOPSYS INC | $24.66万 | 0.03% | 622 | -14 | -2.2% | -$5,551 | 减仓 |
| SRE | SEMPRA | $24.86万 | 0.03% | 2,559 | 16 | 0.6% | $1,555 | 加仓 |
| GII | SPDR INDEX SHS FDS | $24.94万 | 0.03% | 3,281 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.02万 | 0.03% | 9,967 | -6,053 | -37.8% | -$15.19万 | 减仓 |
| PSX | PHILLIPS 66 | $25.46万 | 0.03% | 1,398 | 1,398 | — | $25.46万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.69万 | 0.03% | 555 | -15 | -2.6% | -$6,944 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.99万 | 0.03% | 4,286 | 4,286 | — | $25.99万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $26.03万 | 0.03% | 14,617 | -334 | -2.2% | -$5,948 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $26.22万 | 0.03% | 1,621 | -26 | -1.6% | -$4,205 | 减仓 |
| AGX | ARGAN INC | $26.27万 | 0.03% | 482 | 482 | — | $26.27万 | 新建仓 |
| ICSH | ISHARES ULTRA SHORT | $26.73万 | 0.03% | 5,281 | 5,281 | — | $26.73万 | 新建仓 |
| SMH | VANECK ETF TRUST | $27.00万 | 0.03% | 704 | -289 | -29.1% | -$11.08万 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND | $27.06万 | 0.03% | 5,017 | 32 | 0.6% | $1,726 | 加仓 |
| NEM | NEWMONT CORP | $27.08万 | 0.03% | 2,501 | -388 | -13.4% | -$4.20万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $27.43万 | 0.03% | 3,092 | -661 | -17.6% | -$5.86万 | 减仓 |
| PLD | PROLOGIS INC. | $27.67万 | 0.03% | 2,093 | -207 | -9.0% | -$2.74万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $28.04万 | 0.04% | 2,498 | 62 | 2.5% | $6,960 | 加仓 |
| IWD | ISHARES TR | $28.18万 | 0.04% | 1,319 | -130 | -9.0% | -$2.78万 | 减仓 |
| IBTI | ISHARES TR | $28.20万 | 0.04% | 12,656 | 63 | 0.5% | $1,404 | 加仓 |
| IBTJ | ISHARES TR | $28.28万 | 0.04% | 12,945 | 66 | 0.5% | $1,442 | 加仓 |
| IBTK | ISHARES TR | $28.30万 | 0.04% | 14,349 | 72 | 0.5% | $1,420 | 加仓 |
| NEE | NEXTERA ENERGY INC | $28.49万 | 0.04% | 3,067 | -237 | -7.2% | -$2.20万 | 减仓 |
| JPC | NUVEEN PREFERRED INCOME | $28.57万 | 0.04% | 37,890 | -405 | -1.1% | -$3,054 | 减仓 |
| IJH | ISHARES TR | $29.31万 | 0.04% | 4,340 | 125 | 3.0% | $8,440 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $29.49万 | 0.04% | 6,463 | 1,454 | 29.0% | $6.63万 | 加仓 |
| CRM | SALESFORCE INC | $30.06万 | 0.04% | 1,611 | -334 | -17.2% | -$6.23万 | 减仓 |
| ADBE | ADOBE INC | $30.70万 | 0.04% | 1,263 | -72 | -5.4% | -$1.75万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $31.12万 | 0.04% | 2,688 | 303 | 12.7% | $3.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.49万 | 0.04% | 1,904 | -467 | -19.7% | -$7.72万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $31.66万 | 0.04% | 6,588 | -2,107 | -24.2% | -$10.13万 | 减仓 |
| IBTG | ISHARES TR | $31.72万 | 0.04% | 13,843 | 76 | 0.6% | $1,742 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $31.73万 | 0.04% | 990 | 4 | 0.4% | $1,282 | 加仓 |
| IBTH | ISHARES TR | $31.74万 | 0.04% | 14,150 | 73 | 0.5% | $1,637 | 加仓 |
| ROST | ROSS STORES INC | $31.76万 | 0.04% | 1,466 | -721 | -33.0% | -$15.62万 | 减仓 |
| IMCG | ISHARES TR | $31.76万 | 0.04% | 4,032 | 102 | 2.6% | $8,035 | 加仓 |
| WELL | WELLTOWER INC | $31.95万 | 0.04% | 1,616 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V | $31.97万 | 0.04% | 242 | 38 | 18.6% | $5.02万 | 加仓 |
| MPC | MARATHON PETE CORP | $32.06万 | 0.04% | 1,314 | 1 | 0.1% | $244 | 加仓 |
| T | AT&T INC | $32.24万 | 0.04% | 11,126 | 73 | 0.7% | $2,115 | 加仓 |
| ETN | EATON CORP PLC | $32.30万 | 0.04% | 903 | 111 | 14.0% | $3.97万 | 加仓 |
| SBUX | STARBUCKS CORP | $32.39万 | 0.04% | 3,615 | 25 | 0.7% | $2,240 | 加仓 |
| VOX | VANGUARD WORLD FD | $32.41万 | 0.04% | 1,801 | 185 | 11.4% | $3.33万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $32.82万 | 0.04% | 5,358 | 5,358 | — | $32.82万 | 新建仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.95万 | 0.04% | 6,584 | 65 | 1.0% | $3,253 | 加仓 |
| LRCX | LAM RESEARCH CORP | $33.41万 | 0.04% | 1,562 | -208 | -11.8% | -$4.45万 | 减仓 |