LIBRA WEALTH LLC
LOS GATOS CA · SEC CIK 0001925385
$3.55亿2026Q1 申报市值
66持仓数
78.0%前十大占比 · 第一大 19.8%
2 / 2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
VTI 加仓+$256.23万
VGIT 加仓+$187.08万
AVUV 加仓+$146.79万
FBTC 加仓+$95.80万
VEA 加仓+$94.04万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$119.27万
SCHF 减仓-$106.65万
SCHB 减仓-$59.19万
TEAM 清仓-$35.49万
CRM 清仓-$24.05万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -2,189 | -100.0% | -$35.49万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -908 | -100.0% | -$24.05万 | 清仓 |
| IWB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMLV | SPDR SERIES TRUST | $20.05万 | 0.06% | 1,463 | 1,463 | — | $20.05万 | 新建仓 |
| META | META PLATFORMS INC | $21.00万 | 0.06% | 367 | -79 | -17.7% | -$4.52万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $23.18万 | 0.07% | 948 | 948 | — | $23.18万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.80万 | 0.07% | 2,525 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $23.95万 | 0.07% | 554 | 2 | 0.4% | $865 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.01万 | 0.07% | 1,251 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $24.91万 | 0.07% | 250 | -57 | -18.6% | -$5.68万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.88万 | 0.08% | 561 | -139 | -19.9% | -$6.66万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $27.41万 | 0.08% | 3,496 | 887 | 34.0% | $6.95万 | 加仓 |
| IXUS | ISHARES TR | $30.19万 | 0.09% | 3,485 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $31.26万 | 0.09% | 555 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.76万 | 0.09% | 515 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $31.84万 | 0.09% | 4,104 | 21 | 0.5% | $1,629 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.77万 | 0.10% | 7,236 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.07万 | 0.10% | 6,489 | -844 | -11.5% | -$4.56万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $37.96万 | 0.11% | 1,255 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $41.95万 | 0.12% | 5,440 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $46.27万 | 0.13% | 1,665 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $47.98万 | 0.14% | 1,508 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $50.12万 | 0.14% | 3,544 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $51.89万 | 0.15% | 2,386 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $52.50万 | 0.15% | 3,950 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $54.68万 | 0.15% | 6,165 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $54.69万 | 0.15% | 1,600 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $57.23万 | 0.16% | 1,740 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $58.80万 | 0.17% | 6,149 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.20万 | 0.17% | 2,799 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $60.69万 | 0.17% | 5,699 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.12万 | 0.18% | 8,271 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $64.11万 | 0.18% | 4,133 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $65.59万 | 0.18% | 4,429 | -67 | -1.5% | -$9,923 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $68.16万 | 0.19% | 2,812 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $74.69万 | 0.21% | 1,294 | -17 | -1.3% | -$9,812 | 减仓 |
| VBR | VANGUARD INDEX FDS | $75.58万 | 0.21% | 3,479 | -148 | -4.1% | -$3.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $76.88万 | 0.22% | 2,677 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $89.14万 | 0.25% | 3,100 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $89.24万 | 0.25% | 4,285 | -278 | -6.1% | -$5.79万 | 减仓 |
| IWM | ISHARES TR | $93.62万 | 0.26% | 3,775 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $99.45万 | 0.28% | 3,797 | -96 | -2.5% | -$2.51万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $108.26万 | 0.31% | 5,518 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $129.33万 | 0.36% | 2,961 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $130.97万 | 0.37% | 10,170 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $132.60万 | 0.37% | 18,486 | -95 | -0.5% | -$6,814 | 减仓 |
| VOO | VANGUARD INDEX FDS | $179.98万 | 0.51% | 3,012 | -55 | -1.8% | -$3.29万 | 减仓 |
| TSLA | TESLA INC | $188.11万 | 0.53% | 5,060 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $222.54万 | 0.63% | 7,758 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $298.83万 | 0.84% | 104,269 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $310.40万 | 0.87% | 44,791 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $408.94万 | 1.15% | 11,047 | -21 | -0.2% | -$7,774 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $434.30万 | 1.22% | 6,678 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $503.29万 | 1.42% | 202,043 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $507.19万 | 1.43% | 52,750 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $553.21万 | 1.56% | 93,717 | 16,229 | 20.9% | $95.80万 | 加仓 |
| AAPL | APPLE INC | $579.98万 | 1.63% | 22,853 | -263 | -1.1% | -$6.67万 | 减仓 |
| ITOT | ISHARES TR | $584.95万 | 1.65% | 41,069 | -485 | -1.2% | -$6.91万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $600.91万 | 1.69% | 53,524 | 392 | 0.7% | $4.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,005.52万 | 2.83% | 57,656 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1,487.08万 | 4.19% | 148,916 | 6,631 | 4.7% | $66.22万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,545.36万 | 4.35% | 191,780 | 1,511 | 0.8% | $12.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,749.08万 | 4.93% | 280,077 | -19,099 | -6.4% | -$119.27万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,786.92万 | 5.04% | 711,919 | -23,580 | -3.2% | -$59.19万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,844.38万 | 5.20% | 745,202 | -43,090 | -5.5% | -$106.65万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,922.27万 | 5.42% | 174,008 | 13,288 | 8.3% | $146.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,825.03万 | 7.96% | 440,860 | 14,676 | 3.4% | $94.04万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $6,467.86万 | 18.23% | 1,086,123 | 31,416 | 3.0% | $187.08万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $7,034.02万 | 19.82% | 219,258 | 7,987 | 3.8% | $256.23万 | 加仓 |