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 |
|---|---|---|---|---|---|---|---|---|
| IBTG | ISHARES TR | $31.72万 | 0.04% | 13,843 | 0 | 0.0% | — | 不变 |
| HIMU | BLACKROCK ETF TRUST II | $31.66万 | 0.04% | 6,588 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $31.49万 | 0.04% | 1,904 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $31.12万 | 0.04% | 2,688 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $30.70万 | 0.04% | 1,263 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $30.06万 | 0.04% | 1,611 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $29.49万 | 0.04% | 6,463 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $29.31万 | 0.04% | 4,340 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PREFERRED INCOME | $28.57万 | 0.04% | 37,890 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $28.49万 | 0.04% | 3,067 | 0 | 0.0% | — | 不变 |
| IBTK | ISHARES TR | $28.30万 | 0.04% | 14,349 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $28.28万 | 0.04% | 12,945 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $28.20万 | 0.04% | 12,656 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $28.18万 | 0.04% | 1,319 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $28.04万 | 0.04% | 2,498 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $27.67万 | 0.03% | 2,093 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.43万 | 0.03% | 3,092 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $27.08万 | 0.03% | 2,501 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES CORE DIVIDEND | $27.06万 | 0.03% | 5,017 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $27.00万 | 0.03% | 704 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT | $26.73万 | 0.03% | 5,281 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $26.27万 | 0.03% | 482 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $26.22万 | 0.03% | 1,621 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $26.03万 | 0.03% | 14,617 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.99万 | 0.03% | 4,286 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $25.69万 | 0.03% | 555 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $25.46万 | 0.03% | 1,398 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.02万 | 0.03% | 9,967 | 0 | 0.0% | — | 不变 |
| GII | SPDR INDEX SHS FDS | $24.94万 | 0.03% | 3,281 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $24.86万 | 0.03% | 2,559 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $24.66万 | 0.03% | 622 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI | $24.56万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $24.50万 | 0.03% | 2,828 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY INDEX | $24.47万 | 0.03% | 1,414 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BOND | $24.30万 | 0.03% | 2,387 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $24.03万 | 0.03% | 4,170 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $23.92万 | 0.03% | 1,453 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $23.92万 | 0.03% | 8,521 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $23.89万 | 0.03% | 1,715 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $23.46万 | 0.03% | 1,791 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $23.36万 | 0.03% | 2,566 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR | $23.36万 | 0.03% | 7,767 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $23.07万 | 0.03% | 2,293 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $22.87万 | 0.03% | 2,966 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $22.86万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $22.72万 | 0.03% | 3,142 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $22.46万 | 0.03% | 1,081 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $22.29万 | 0.03% | 1,689 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.24万 | 0.03% | 1,608 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH | $21.93万 | 0.03% | 1,616 | -6,464 | -80.0% | -$87.73万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $21.80万 | 0.03% | 2,320 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $21.77万 | 0.03% | 9,835 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS | $21.70万 | 0.03% | 2,098 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $20.81万 | 0.03% | 4,432 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.58万 | 0.03% | 302 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.54万 | 0.03% | 460 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $20.12万 | 0.03% | 27,635 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $20.08万 | 0.03% | 8,748 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $18.61万 | 0.02% | 14,450 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK NATIONAL MUNIC | $14.87万 | 0.02% | 15,018 | 0 | 0.0% | — | 不变 |
| — | HERITAGE COMM CORP | $14.24万 | 0.02% | 11,407 | 0 | 0.0% | — | 不变 |
| — | NYLI MACKAY TAX FREE BON | $12.85万 | 0.02% | 13,894 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $8.60万 | 0.01% | 16,971 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $8.29万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| — | GENELUX CORPORATION | $4.00万 | 0.01% | 16,547 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $3.71万 | 0.00% | 19,500 | 0 | 0.0% | — | 不变 |
| — | CHROMOCURE INC | $0 | 0.00% | 33,333 | 0 | 0.0% | — | 不变 |
| — | WESTMORELAND COAL CO XXX | $0 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |