13F 机构持仓

LIBERTY WEALTH MANAGEMENT LLC

OAKLAND CA · SEC CIK 0001769302

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFAU 4.1%
DIMENSIONAL ET 3.9%
IVW 3.8%
DYNF 3.6%
IVV 3.6%
DFCF 3.6%
AAPL 3.6%
IVE 3.4%
QUAL 3.4%
DIMENSIONAL ET 3.2%

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
— CHROMOCURE INC $00.00%33,333 00.0% — 不变
— WESTMORELAND COAL CO XXX $00.00%20,000 00.0% — 不变
— CARIBOU BIOSCIENCES INC $3.71万0.00%19,500 00.0% — 不变
— GENELUX CORPORATION $4.00万0.01%16,547 00.0% — 不变
— NERVGEN PHARMA CORP $8.29万0.01%22,000 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP $8.60万0.01%16,971 00.0% — 不变
— NYLI MACKAY TAX FREE BON $12.85万0.02%13,894 00.0% — 不变
— HERITAGE COMM CORP $14.24万0.02%11,407 00.0% — 不变
— BLACKROCK NATIONAL MUNIC $14.87万0.02%15,018 00.0% — 不变
S SENTINELONE INC $18.61万0.02%14,450 00.0% — 不变
IBHF ISHARES TR $20.08万0.03%8,748 00.0% — 不变
— PUTNAM ETF TRUST $20.12万0.03%27,635 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $20.54万0.03%460 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $20.58万0.03%302 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $20.81万0.03%4,432 00.0% — 不变
STIP ISHARES 0-5 YEAR TIPS $21.70万0.03%2,098 00.0% — 不变
IBHG ISHARES TR $21.77万0.03%9,835 00.0% — 不变
SCHW SCHWAB CHARLES CORP $21.80万0.03%2,320 00.0% — 不变
HDV ISHARES CORE HIGH $21.93万0.03%1,616 -6,464-80.0% -$87.73万 减仓
VT VANGUARD INTL EQUITY INDEX F $22.24万0.03%1,608 00.0% — 不变
COP CONOCOPHILLIPS $22.29万0.03%1,689 00.0% — 不变
HSY HERSHEY CO $22.46万0.03%1,081 00.0% — 不变
KR KROGER CO $22.72万0.03%3,142 00.0% — 不变
SYK STRYKER CORPORATION $22.86万0.03%696 00.0% — 不变
VXUS VANGUARD STAR FDS $22.87万0.03%2,966 00.0% — 不变
IJK ISHARES TR $23.07万0.03%2,293 00.0% — 不变
SPSB STATE STREET SPDR $23.36万0.03%7,767 00.0% — 不变
EBAY EBAY INC. $23.36万0.03%2,566 00.0% — 不变
DUK DUKE ENERGY CORP NEW $23.46万0.03%1,791 00.0% — 不变
GILD GILEAD SCIENCES INC $23.89万0.03%1,715 00.0% — 不变
PFE PFIZER INC $23.92万0.03%8,521 00.0% — 不变
MS MORGAN STANLEY $23.92万0.03%1,453 00.0% — 不变
IXC ISHARES TR $24.03万0.03%4,170 00.0% — 不变
ICVT ISHARES CONVERTIBLE BOND $24.30万0.03%2,387 00.0% — 不变
VDE VANGUARD ENERGY INDEX $24.47万0.03%1,414 00.0% — 不变
IXUS ISHARES TR $24.50万0.03%2,828 00.0% — 不变
ESGU ISHARES ESG AWARE MSCI $24.56万0.03%1,737 00.0% — 不变
SNPS SYNOPSYS INC $24.66万0.03%622 00.0% — 不变
SRE SEMPRA $24.86万0.03%2,559 00.0% — 不变
GII SPDR INDEX SHS FDS $24.94万0.03%3,281 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $25.02万0.03%9,967 00.0% — 不变
PSX PHILLIPS 66 $25.46万0.03%1,398 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $25.69万0.03%555 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $25.99万0.03%4,286 00.0% — 不变
FDD FIRST TR EXCHANGE-TRADED FD $26.03万0.03%14,617 00.0% — 不变
XLI SELECT SECTOR SPDR TR $26.22万0.03%1,621 00.0% — 不变
AGX ARGAN INC $26.27万0.03%482 00.0% — 不变
ICSH ISHARES ULTRA SHORT $26.73万0.03%5,281 00.0% — 不变
SMH VANECK ETF TRUST $27.00万0.03%704 00.0% — 不变
DIVB ISHARES CORE DIVIDEND $27.06万0.03%5,017 00.0% — 不变
NEM NEWMONT CORP $27.08万0.03%2,501 00.0% — 不变
VNQ VANGUARD INDEX FDS $27.43万0.03%3,092 00.0% — 不变
PLD PROLOGIS INC. $27.67万0.03%2,093 00.0% — 不变
ESGV VANGUARD WORLD FD $28.04万0.04%2,498 00.0% — 不变
IWD ISHARES TR $28.18万0.04%1,319 00.0% — 不变
IBTI ISHARES TR $28.20万0.04%12,656 00.0% — 不变
IBTJ ISHARES TR $28.28万0.04%12,945 00.0% — 不变
IBTK ISHARES TR $28.30万0.04%14,349 00.0% — 不变
NEE NEXTERA ENERGY INC $28.49万0.04%3,067 00.0% — 不变
JPC NUVEEN PREFERRED INCOME $28.57万0.04%37,890 00.0% — 不变
IJH ISHARES TR $29.31万0.04%4,340 00.0% — 不变
FBND FIDELITY MERRIMACK STR TR $29.49万0.04%6,463 00.0% — 不变
CRM SALESFORCE INC $30.06万0.04%1,611 00.0% — 不变
ADBE ADOBE INC $30.70万0.04%1,263 00.0% — 不变
WEC WEC ENERGY GROUP INC $31.12万0.04%2,688 00.0% — 不变
PM PHILIP MORRIS INTL INC $31.49万0.04%1,904 00.0% — 不变
HIMU BLACKROCK ETF TRUST II $31.66万0.04%6,588 00.0% — 不变
IBTG ISHARES TR $31.72万0.04%13,843 00.0% — 不变
SHW SHERWIN WILLIAMS CO $31.73万0.04%990 00.0% — 不变
IBTH ISHARES TR $31.74万0.04%14,150 00.0% — 不变
ROST ROSS STORES INC $31.76万0.04%1,466 00.0% — 不变
IMCG ISHARES TR $31.76万0.04%4,032 00.0% — 不变
WELL WELLTOWER INC $31.95万0.04%1,616 00.0% — 不变
ASML ASML HLDG N V $31.97万0.04%242 00.0% — 不变
MPC MARATHON PETE CORP $32.06万0.04%1,314 00.0% — 不变
T AT&T INC $32.24万0.04%11,126 00.0% — 不变
ETN EATON CORP PLC $32.30万0.04%903 00.0% — 不变
SBUX STARBUCKS CORP $32.39万0.04%3,615 00.0% — 不变
VOX VANGUARD WORLD FD $32.41万0.04%1,801 00.0% — 不变
XLE SELECT SECTOR SPDR TR $32.82万0.04%5,358 00.0% — 不变
FLDR FIDELITY MERRIMACK STR TR $32.95万0.04%6,584 00.0% — 不变
LRCX LAM RESEARCH CORP $33.41万0.04%1,562 00.0% — 不变
NVS NOVARTIS AG $33.67万0.04%2,205 00.0% — 不变
DELL DELL TECHNOLOGIES INC $33.81万0.04%2,058 00.0% — 不变
MCK MCKESSON CORP $33.82万0.04%391 00.0% — 不变
— BLACKROCK CALIFORNIA MUN $34.27万0.04%29,093 00.0% — 不变
ADI ANALOG DEVICES INC $34.52万0.04%1,085 00.0% — 不变
XLF SELECT SECTOR SPDR TR $35.89万0.05%7,270 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $36.09万0.05%866 00.0% — 不变
ALL ALLSTATE CORP $36.15万0.05%1,743 00.0% — 不变
— PIMCO CALIFORNIA MUNICIP $36.61万0.05%34,474 00.0% — 不变
BIV VANGUARD BD INDEX FDS $36.64万0.05%4,747 00.0% — 不变
BA BOEING CO $36.78万0.05%1,848 00.0% — 不变
AHR AMERICAN HEALTHCARE REIT INC $36.84万0.05%7,321 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $37.01万0.05%6,530 00.0% — 不变
ABM ABM INDS INC $37.74万0.05%9,799 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $38.42万0.05%3,847 00.0% — 不变
USB US BANCORP $38.74万0.05%7,448 00.0% — 不变
UNP UNION PAC CORP $38.74万0.05%1,597 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $39.36万0.05%6,668 00.0% — 不变