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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $92.41万 | 0.12% | 927 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 YEAR | $91.14万 | 0.11% | 10,514 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $90.37万 | 0.11% | 2,090 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $89.47万 | 0.11% | 4,213 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $86.32万 | 0.11% | 6,945 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $83.64万 | 0.11% | 988 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $83.38万 | 0.10% | 16,469 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $82.80万 | 0.10% | 8,917 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO &CO | $82.62万 | 0.10% | 10,377 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $81.82万 | 0.10% | 6,156 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $81.68万 | 0.10% | 1,153 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $79.99万 | 0.10% | 3,186 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR | $74.16万 | 0.09% | 24,093 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $73.42万 | 0.09% | 1,362 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $73.33万 | 0.09% | 2,168 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $73.17万 | 0.09% | 10,426 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $72.86万 | 0.09% | 2,215 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $72.86万 | 0.09% | 9,577 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $72.23万 | 0.09% | 13,364 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $71.93万 | 0.09% | 3,730 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $71.34万 | 0.09% | 7,345 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $70.91万 | 0.09% | 7,967 | 0 | 0.0% | — | 不变 |
| — | PIMCO MORTGAGE OPPORTUNI | $69.66万 | 0.09% | 74,584 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $67.53万 | 0.08% | 11,934 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $67.13万 | 0.08% | 6,962 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $66.68万 | 0.08% | 13,088 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $65.66万 | 0.08% | 5,582 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON &JOHNSON | $63.94万 | 0.08% | 2,617 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $63.27万 | 0.08% | 5,247 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P | $58.48万 | 0.07% | 4,704 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $58.29万 | 0.07% | 12,131 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $58.21万 | 0.07% | 3,447 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $57.85万 | 0.07% | 3,725 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $55.29万 | 0.07% | 10,008 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $54.88万 | 0.07% | 7,453 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $54.85万 | 0.07% | 4,589 | -32,123 | -87.5% | -$383.93万 | 减仓 |
| IYR | ISHARES TR | $53.81万 | 0.07% | 5,796 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $52.90万 | 0.07% | 1,059 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $52.72万 | 0.07% | 3,701 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $52.33万 | 0.07% | 1,227 | -3,681 | -75.0% | -$156.99万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $51.33万 | 0.06% | 4,680 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $50.62万 | 0.06% | 8,091 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.60万 | 0.06% | 1,673 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $50.56万 | 0.06% | 8,618 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $50.15万 | 0.06% | 19,680 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $49.90万 | 0.06% | 4,861 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $49.69万 | 0.06% | 3,750 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC | $49.42万 | 0.06% | 5,143 | 0 | 0.0% | — | 不变 |
| — | PIMCO EMERGING MKTS LCL | $49.08万 | 0.06% | 80,329 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $48.72万 | 0.06% | 6,019 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO | $48.13万 | 0.06% | 1,777 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $47.17万 | 0.06% | 1,518 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $45.48万 | 0.06% | 5,800 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND | $44.43万 | 0.06% | 2,066 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $43.79万 | 0.06% | 4,078 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $43.51万 | 0.05% | 6,385 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $43.24万 | 0.05% | 5,020 | -25,100 | -83.3% | -$216.21万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT | $42.70万 | 0.05% | 8,438 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $42.43万 | 0.05% | 3,841 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $42.16万 | 0.05% | 768 | 0 | 0.0% | — | 不变 |
| MRK | MERCK &CO INC | $40.71万 | 0.05% | 3,388 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $40.36万 | 0.05% | 1,421 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $40.24万 | 0.05% | 5,609 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $40.20万 | 0.05% | 1,223 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $39.93万 | 0.05% | 8,497 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $39.81万 | 0.05% | 7,932 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $39.69万 | 0.05% | 450 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $39.56万 | 0.05% | 8,931 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $39.36万 | 0.05% | 6,668 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $38.74万 | 0.05% | 1,597 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $38.74万 | 0.05% | 7,448 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $38.42万 | 0.05% | 3,847 | 0 | 0.0% | — | 不变 |
| ABM | ABM INDS INC | $37.74万 | 0.05% | 9,799 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $37.01万 | 0.05% | 6,530 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $36.84万 | 0.05% | 7,321 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.78万 | 0.05% | 1,848 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $36.64万 | 0.05% | 4,747 | 0 | 0.0% | — | 不变 |
| — | PIMCO CALIFORNIA MUNICIP | $36.61万 | 0.05% | 34,474 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $36.15万 | 0.05% | 1,743 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $36.09万 | 0.05% | 866 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $35.89万 | 0.05% | 7,270 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $34.52万 | 0.04% | 1,085 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK CALIFORNIA MUN | $34.27万 | 0.04% | 29,093 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $33.82万 | 0.04% | 391 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $33.81万 | 0.04% | 2,058 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $33.67万 | 0.04% | 2,205 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $33.41万 | 0.04% | 1,562 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $32.95万 | 0.04% | 6,584 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.82万 | 0.04% | 5,358 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $32.41万 | 0.04% | 1,801 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $32.39万 | 0.04% | 3,615 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.30万 | 0.04% | 903 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $32.24万 | 0.04% | 11,126 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $32.06万 | 0.04% | 1,314 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG N V | $31.97万 | 0.04% | 242 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $31.95万 | 0.04% | 1,616 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $31.76万 | 0.04% | 4,032 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $31.76万 | 0.04% | 1,466 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $31.74万 | 0.04% | 14,150 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $31.73万 | 0.04% | 990 | 0 | 0.0% | — | 不变 |