13F 机构持仓

LIBRA WEALTH LLC

LOS GATOS CA · SEC CIK 0001925385

2026Q22026Q1 更早 9 个季度 🔒
$3.91亿2026Q2 申报市值
70持仓数
77.4%前十大占比 · 第一大 20.9%
5 / 2新建仓 / 清仓
申报市值走势$3.91亿2026Q2
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

VTI 20.9%
VGIT 16.5%
VEA 8.0%
AVUV 5.5%
SCHB 5.1%
SCHF 5.1%
DIMENSIONAL ET 4.9%
AVEM 4.6%
AVDV 3.9%
NVDA 3.0%

2026Q2 买入最多 按季末市值估算

FBTC 加仓+$59.51万
VTI 加仓+$56.84万
VGIT 加仓+$35.78万
AAPL 加仓+$31.34万
CAT 新建仓+$28.54万

2026Q2 卖出最多 按季末市值估算

SCHF 减仓-$68.41万
AVEM 减仓-$58.49万
SCHB 减仓-$49.05万
QQQ 减仓-$48.46万
BNDX 清仓-$34.77万

2026Q2 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
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -7,236-100.0% -$34.77万 清仓
INTU INTUIT $00.00%0 -554-100.0% -$23.95万 清仓
GLW CORNING INC $20.03万0.05%784 784— $20.03万 新建仓
COST COSTCO WHOLESALE CORPORATION $21.14万0.05%226 -24-9.6% -$2.25万 减仓
AVGO BROADCOM INC $21.95万0.06%581 581— $21.95万 新建仓
IWB ISHARES TR $22.03万0.06%538 00.0% — 重新持有
PH PARKER-HANNIFIN CORP $22.20万0.06%227 227— $22.20万 新建仓
SMLV SPDR SERIES TRUST $23.02万0.06%1,463 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $24.80万0.06%2,525 00.0% — 不变
GLDM WORLD GOLD TR $26.45万0.07%3,331 3,331— $26.45万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $26.62万0.07%1,251 00.0% — 不变
CAT CATERPILLAR INC $28.54万0.07%268 268— $28.54万 新建仓
JNJ JOHNSON & JOHNSON $29.67万0.08%1,168 22023.2% $5.59万 加仓
BSV VANGUARD BD INDEX FDS $30.00万0.08%3,850 35410.1% $2.76万 加仓
META META PLATFORMS INC $32.50万0.08%577 21057.2% $11.83万 加仓
IXUS ISHARES TR $33.26万0.09%3,485 00.0% — 不变
DE DEERE & CO $35.46万0.09%559 40.7% $2,537 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $36.22万0.09%515 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $36.28万0.09%725 16429.2% $8.21万 加仓
VWO VANGUARD INTL EQUITY INDEX F $39.03万0.10%6,539 500.8% $2,985 加仓
AXP AMERICAN EXPRESS CO $42.89万0.11%1,268 131.0% $4,397 加仓
VXUS VANGUARD STAR FDS $46.51万0.12%5,440 00.0% — 不变
QQQ INVESCO QQQ TR $46.84万0.12%636 -658-50.9% -$48.46万 减仓
CSCO CISCO SYS INC $49.70万0.13%4,231 1273.1% $1.49万 加仓
VNQ VANGUARD INDEX FDS $59.45万0.15%6,165 00.0% — 不变
ESGU ISHARES TR $59.79万0.15%3,653 1093.1% $1.78万 加仓
SUB ISHARES TR $60.68万0.16%5,699 00.0% — 不变
ADI ANALOG DEVICES INC $60.81万0.16%1,531 231.5% $9,135 加仓
HD HOME DEPOT INC $62.78万0.16%1,780 402.3% $1.41万 加仓
CDNS CADENCE DESIGN SYSTEM INC $63.17万0.16%1,683 181.1% $6,756 加仓
ESGD ISHARES TR $63.22万0.16%6,149 00.0% — 不变
ABBV ABBVIE INC $63.82万0.16%2,536 1506.3% $3.77万 加仓
VIG VANGUARD SPECIALIZED FUNDS $66.23万0.17%2,799 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $69.27万0.18%8,271 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $69.99万0.18%4,429 00.0% — 不变
XLK SELECT SECTOR SPDR TR $75.26万0.19%3,950 00.0% — 不变
IUSG ISHARES TR $77.74万0.20%4,133 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $80.17万0.20%2,851 391.4% $1.10万 加仓
VBR VANGUARD INDEX FDS $84.54万0.22%3,479 00.0% — 不变
VO VANGUARD INDEX FDS $86.27万0.22%10,708 00.0% — 不变
IWM ISHARES TR $108.46万0.28%3,610 -165-4.4% -$4.96万 减仓
AMZN AMAZON COM INC $112.04万0.29%4,701 4169.7% $9.91万 加仓
VB VANGUARD INDEX FDS $115.09万0.29%3,797 00.0% — 不变
AMAT APPLIED MATLS INC $117.85万0.30%1,630 301.9% $2.17万 加仓
VTV VANGUARD INDEX FDS $120.25万0.31%5,518 00.0% — 不变
GOOGL ALPHABET INC $122.94万0.31%3,440 34011.0% $12.15万 加仓
VSGX VANGUARD WORLD FD $148.75万0.38%18,065 -421-2.3% -$3.47万 减仓
VUG VANGUARD INDEX FDS $153.04万0.39%17,766 00.0% — 不变
VOO VANGUARD INDEX FDS $188.32万0.48%2,742 -270-9.0% -$18.54万 减仓
QCOM QUALCOMM INC $188.74万0.48%10,214 440.4% $8,131 加仓
TSLA TESLA INC $223.68万0.57%5,318 2585.1% $10.85万 加仓
GOOG ALPHABET INC $293.93万0.75%8,319 5617.2% $19.82万 加仓
SPTI SPDR SERIES TRUST $296.02万0.76%104,269 00.0% — 不变
NFLX NETFLIX INC. $377.61万0.97%52,886 1360.3% $9,710 加仓
MSFT MICROSOFT CORP $429.73万1.10%11,520 4734.3% $17.64万 加仓
HOOD ROBINHOOD MKTS INC $449.76万1.15%44,850 590.1% $5,917 加仓
SCHR SCHWAB STRATEGIC TR $477.60万1.22%193,674 -8,369-4.1% -$20.64万 减仓
SPY STATE STR SPDR S&P 500 ETF T $498.69万1.27%6,678 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $537.94万1.37%105,375 11,65812.4% $59.51万 加仓
ITOT ISHARES TR $667.87万1.71%40,657 -412-1.0% -$6.77万 减仓
AAPL APPLE INC $692.61万1.77%23,936 1,0834.7% $31.34万 加仓
ESGV VANGUARD WORLD FD $707.25万1.81%53,482 -42-0.1% -$5,554 减仓
NVDA NVIDIA CORPORATION $1,160.09万2.97%57,978 3220.6% $6.44万 加仓
AVDV AMERICAN CENTY ETF TR $1,515.11万3.87%147,027 -1,889-1.3% -$19.47万 减仓
AVEM AMERICAN CENTY ETF TR $1,791.99万4.58%185,718 -6,062-3.2% -$58.49万 减仓
— DIMENSIONAL ETF TRUST $1,930.07万4.93%276,118 -3,959-1.4% -$27.67万 减仓
SCHF SCHWAB STRATEGIC TR $1,995.80万5.10%720,506 -24,696-3.3% -$68.41万 减仓
SCHB SCHWAB STRATEGIC TR $2,012.67万5.14%694,982 -16,937-2.4% -$49.05万 减仓
AVUV AMERICAN CENTY ETF TR $2,159.61万5.52%173,101 -907-0.5% -$11.32万 减仓
VEA VANGUARD TAX-MANAGED FDS $3,119.14万7.97%437,774 -3,086-0.7% -$21.99万 减仓
VGIT VANGUARD SCOTTSDALE FDS $6,441.73万16.47%1,092,189 6,0660.6% $35.78万 加仓
VTI VANGUARD INDEX FDS $8,170.27万20.88%220,794 1,5360.7% $56.84万 加仓