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
DFAU DIMENSIONAL ETF TRUST $3,247.00万4.08%719,165 00.0% — 不变
— DIMENSIONAL ETF TRUST $3,136.44万3.94%806,981 00.0% — 不变
IVW ISHARES TR $3,011.60万3.78%266,207 00.0% — 不变
DYNF BLACKROCK ETF TRUST $2,888.84万3.63%496,452 00.0% — 不变
IVV ISHARES CORE S&P 500 $2,881.73万3.62%44,109 00.0% — 不变
DFCF DIMENSIONAL CORE FIXED $2,877.52万3.61%681,228 00.0% — 不变
AAPL APPLE INC $2,837.28万3.56%111,781 00.0% — 不变
IVE ISHARES TR $2,721.49万3.42%128,765 00.0% — 不变
QUAL ISHARES TR $2,685.41万3.37%139,989 00.0% — 不变
— DIMENSIONAL ETF TRUST $2,577.87万3.24%701,173 00.0% — 不变
DFGX DIMENSIONAL $2,032.47万2.55%387,348 00.0% — 不变
IEMG ISHARES CORE MSCI $1,862.24万2.34%266,950 00.0% — 不变
NVDA NVIDIA CORPORATION $1,773.88万2.23%101,654 00.0% — 不变
IUSB ISHARES CORE UNIVERSAL $1,583.54万1.99%342,830 00.0% — 不变
DFIC DIMENSIONAL ETF TRUST $1,560.42万1.96%439,135 00.0% — 不变
VTI VANGUARD INDEX FDS $1,484.00万1.86%46,256 00.0% — 不变
DFSD DIMENSIONAL ETF TRUST $1,483.28万1.86%309,664 00.0% — 不变
DFAI DIMENSIONAL ETF TRUST $1,437.65万1.81%368,908 00.0% — 不变
DFLV DIMENSIONAL ETF TRUST $1,365.73万1.72%382,353 00.0% — 不变
EFV ISHARES MSCI EAFE VALUE $1,213.42万1.52%162,787 00.0% — 不变
MTUM ISHARES TR $923.33万1.16%38,474 00.0% — 不变
TLH ISHARES 10-20 YEAR $884.53万1.11%87,815 00.0% — 不变
VEU VANGUARD FTSE ALL-WORLD $861.54万1.08%114,712 00.0% — 不变
— DIMENSIONAL ETF TRUST $837.92万1.05%134,174 00.0% — 不变
THRO BLACKROCK ETF TRUST $829.05万1.04%228,895 00.0% — 不变
DIHP DIMENSIONAL ETF TRUST $801.42万1.01%248,733 00.0% — 不变
OEF ISHARES TR $784.24万0.99%24,656 00.0% — 不变
DFEM DIMENSIONAL EMERGING $742.84万0.93%214,986 00.0% — 不变
MSFT MICROSOFT CORP $719.45万0.90%19,425 00.0% — 不变
BAI BLACKROCK ETF TRUST $667.11万0.84%202,464 00.0% — 不变
EFG ISHARES MSCI EAFE GROWTH $645.05万0.81%57,920 00.0% — 不变
QQQ INVESCO QQQ TR $572.39万0.72%9,917 00.0% — 不变
DISV DIMENSIONAL ETF TRUST $560.52万0.70%142,121 00.0% — 不变
AMZN AMAZON COM INC $560.48万0.70%26,892 00.0% — 不变
ENPH ENPHASE ENERGY INC $553.30万0.70%146,338 00.0% — 不变
MBB ISHARES TR $550.90万0.69%58,020 00.0% — 不变
AMAT APPLIED MATLS INC $542.45万0.68%15,869 00.0% — 不变
IYW ISHARES TR $524.55万0.66%28,877 00.0% — 不变
TSLA TESLA INC $524.21万0.66%14,101 00.0% — 不变
— PIMCO INCOME INSTL $507.09万0.64%470,399 00.0% — 不变
IEFA ISHARES CORE MSCI EAFE $502.79万0.63%55,442 00.0% — 不变
GOVT ISHARES TR $499.18万0.63%217,888 00.0% — 不变
VOO VANGUARD INDEX FDS $491.57万0.62%8,226 00.0% — 不变
BLV VANGUARD BD INDEX FDS $484.35万0.61%70,416 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $466.85万0.59%7,179 00.0% — 不变
EMXC ISHARES INC $463.41万0.58%58,842 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $462.51万0.58%83,549 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $460.61万0.58%9,992 00.0% — 不变
— PIMCO INCOME I-3 $458.63万0.58%425,442 00.0% — 不变
CVX CHEVRON CORPORATION $440.02万0.55%21,267 00.0% — 不变
IAU ISHARES GOLD TR $432.86万0.54%49,100 00.0% — 不变
GOOG ALPHABET INC $415.87万0.52%14,490 00.0% — 不变
TCAF T ROWE PRICE ETF INC $396.54万0.50%111,420 00.0% — 不变
ORCL ORACLE CORP $379.70万0.48%25,810 00.0% — 不变
WM WASTE MGMT INC DEL $376.17万0.47%16,370 00.0% — 不变
GOOGL ALPHABET INC $353.41万0.44%12,281 00.0% — 不变
IAGG ISHARES CORE $347.81万0.44%69,506 00.0% — 不变
CSCO CISCO SYS INC $344.20万0.43%44,357 00.0% — 不变
GLD SPDR GOLD TR $314.22万0.39%7,302 00.0% — 不变
IDEF BLACKROCK ETF TRUST $293.25万0.37%89,625 00.0% — 不变
VTV VANGUARD INDEX FDS $292.66万0.37%14,893 00.0% — 不变
— PIMCO TOTAL RETURN I-3 $285.47万0.36%326,619 00.0% — 不变
BLCR BLACKROCK ETF TRUST $281.33万0.35%68,516 00.0% — 不变
BINC BLACKROCK ETF TRUST II $268.74万0.34%51,750 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY $261.49万0.33%5,457 00.0% — 不变
META META PLATFORMS INC $259.83万0.33%4,537 00.0% — 不变
AVGO BROADCOM INC $244.00万0.31%7,874 00.0% — 不变
UPS UNITED PARCEL SVC INC $216.18万0.27%20,932 00.0% — 不变
VBR VANGUARD INDEX FDS $211.96万0.27%9,752 00.0% — 不变
HCA HCA HEALTHCARE INC $181.19万0.23%3,829 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $178.54万0.22%27,863 00.0% — 不变
EMB ISHARES TR $172.82万0.22%18,399 00.0% — 不变
AIRR FIRST TR EXCHANGE TRADED FD $165.34万0.21%15,017 00.0% — 不变
ABBV ABBVIE INC $150.89万0.19%6,939 00.0% — 不变
VHT VANGUARD WORLD FD $146.73万0.18%5,242 00.0% — 不变
JPM JPMORGAN CHASE &CO $146.00万0.18%4,963 00.0% — 不变
MGK VANGUARD WORLD FD $142.62万0.18%3,881 -15,524-80.0% -$570.48万 减仓
LLY ELI LILLY &CO $140.17万0.18%1,524 00.0% — 不变
IFRA ISHARES TR $138.65万0.17%24,380 00.0% — 不变
HEFA ISHARES TR $134.04万0.17%31,518 00.0% — 不变
FTEC FIDELITY COVINGTON TRUST $129.96万0.16%6,247 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $123.50万0.16%5,095 00.0% — 不变
VB VANGUARD INDEX FDS $123.39万0.16%4,642 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES IN $122.90万0.15%8,402 00.0% — 不变
BAC BANK AMERICA CORP $122.19万0.15%25,061 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $118.41万0.15%5,817 00.0% — 不变
IYE ISHARES TR $114.11万0.14%17,773 00.0% — 不变
IYH ISHARES TR $111.94万0.14%18,161 00.0% — 不变
IYK ISHARES TR $109.40万0.14%15,766 00.0% — 不变
V VISA INC $108.68万0.14%3,595 00.0% — 不变
— EXXON MOBIL CORP $108.55万0.14%6,398 00.0% — 不变
PG PROCTER &GAMBLE CO $104.86万0.13%7,259 00.0% — 不变
VV VANGUARD INDEX FDS $102.43万0.13%3,427 00.0% — 不变
AMGN AMGEN INC $101.57万0.13%2,906 00.0% — 不变
IYF ISHARES TR $101.48万0.13%8,625 00.0% — 不变
SPYM SPDR SERIES TRUST $100.79万0.13%13,168 00.0% — 不变
— PIMCO EMERGING MARKETS B $99.02万0.12%111,765 00.0% — 不变
— PIMCO INVESTMENT GRADE C $96.76万0.12%107,271 00.0% — 不变
DBEF DBX ETF TR $96.63万0.12%19,560 00.0% — 不变
LMT LOCKHEED MARTIN CORP $93.47万0.12%1,547 00.0% — 不变