13F 机构持仓

LIBRA WEALTH LLC

LOS GATOS CA · SEC CIK 0001925385

2026Q22026Q1 更早 9 个季度 🔒
$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
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 19.8%
VGIT 18.2%
VEA 8.0%
AVUV 5.4%
SCHF 5.2%
SCHB 5.0%
DIMENSIONAL ET 4.9%
AVEM 4.4%
AVDV 4.2%
NVDA 2.8%

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
VTI VANGUARD INDEX FDS $7,034.02万19.82%219,258 7,9873.8% $256.23万 加仓
VGIT VANGUARD SCOTTSDALE FDS $6,467.86万18.23%1,086,123 31,4163.0% $187.08万 加仓
VEA VANGUARD TAX-MANAGED FDS $2,825.03万7.96%440,860 14,6763.4% $94.04万 加仓
AVUV AMERICAN CENTY ETF TR $1,922.27万5.42%174,008 13,2888.3% $146.79万 加仓
SCHF SCHWAB STRATEGIC TR $1,844.38万5.20%745,202 -43,090-5.5% -$106.65万 减仓
SCHB SCHWAB STRATEGIC TR $1,786.92万5.04%711,919 -23,580-3.2% -$59.19万 减仓
— DIMENSIONAL ETF TRUST $1,749.08万4.93%280,077 -19,099-6.4% -$119.27万 减仓
AVEM AMERICAN CENTY ETF TR $1,545.36万4.35%191,780 1,5110.8% $12.18万 加仓
AVDV AMERICAN CENTY ETF TR $1,487.08万4.19%148,916 6,6314.7% $66.22万 加仓
NVDA NVIDIA CORPORATION $1,005.52万2.83%57,656 00.0% — 不变
ESGV VANGUARD WORLD FD $600.91万1.69%53,524 3920.7% $4.40万 加仓
ITOT ISHARES TR $584.95万1.65%41,069 -485-1.2% -$6.91万 减仓
AAPL APPLE INC $579.98万1.63%22,853 -263-1.1% -$6.67万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $553.21万1.56%93,717 16,22920.9% $95.80万 加仓
NFLX NETFLIX INC. $507.19万1.43%52,750 00.0% — 不变
SCHR SCHWAB STRATEGIC TR $503.29万1.42%202,043 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $434.30万1.22%6,678 00.0% — 不变
MSFT MICROSOFT CORP $408.94万1.15%11,047 -21-0.2% -$7,774 减仓
HOOD ROBINHOOD MKTS INC $310.40万0.87%44,791 00.0% — 不变
SPTI SPDR SERIES TRUST $298.83万0.84%104,269 00.0% — 不变
GOOG ALPHABET INC $222.54万0.63%7,758 00.0% — 不变
TSLA TESLA INC $188.11万0.53%5,060 00.0% — 不变
VOO VANGUARD INDEX FDS $179.98万0.51%3,012 -55-1.8% -$3.29万 减仓
VSGX VANGUARD WORLD FD $132.60万0.37%18,486 -95-0.5% -$6,814 减仓
QCOM QUALCOMM INC $130.97万0.37%10,170 00.0% — 不变
VUG VANGUARD INDEX FDS $129.33万0.36%2,961 00.0% — 不变
VTV VANGUARD INDEX FDS $108.26万0.31%5,518 00.0% — 不变
VB VANGUARD INDEX FDS $99.45万0.28%3,797 -96-2.5% -$2.51万 减仓
IWM ISHARES TR $93.62万0.26%3,775 00.0% — 不变
AMZN AMAZON COM INC $89.24万0.25%4,285 -278-6.1% -$5.79万 减仓
GOOGL ALPHABET INC $89.14万0.25%3,100 00.0% — 不变
VO VANGUARD INDEX FDS $76.88万0.22%2,677 00.0% — 不变
VBR VANGUARD INDEX FDS $75.58万0.21%3,479 -148-4.1% -$3.22万 减仓
QQQ INVESCO QQQ TR $74.69万0.21%1,294 -17-1.3% -$9,812 减仓
IBM INTERNATIONAL BUSINESS MACHS $68.16万0.19%2,812 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $65.59万0.18%4,429 -67-1.5% -$9,923 减仓
IUSG ISHARES TR $64.11万0.18%4,133 00.0% — 不变
VEU VANGUARD INTL EQUITY INDEX F $62.12万0.18%8,271 00.0% — 不变
SUB ISHARES TR $60.69万0.17%5,699 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $60.20万0.17%2,799 00.0% — 不变
ESGD ISHARES TR $58.80万0.17%6,149 00.0% — 不变
HD HOME DEPOT INC $57.23万0.16%1,740 00.0% — 不变
AMAT APPLIED MATLS INC $54.69万0.15%1,600 00.0% — 不变
VNQ VANGUARD INDEX FDS $54.68万0.15%6,165 00.0% — 不变
XLK SELECT SECTOR SPDR TR $52.50万0.15%3,950 00.0% — 不变
ABBV ABBVIE INC $51.89万0.15%2,386 00.0% — 不变
ESGU ISHARES TR $50.12万0.14%3,544 00.0% — 不变
ADI ANALOG DEVICES INC $47.98万0.14%1,508 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $46.27万0.13%1,665 00.0% — 不变
VXUS VANGUARD STAR FDS $41.95万0.12%5,440 00.0% — 不变
AXP AMERICAN EXPRESS CO $37.96万0.11%1,255 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $35.07万0.10%6,489 -844-11.5% -$4.56万 减仓
BNDX VANGUARD CHARLOTTE FDS $34.77万0.10%7,236 00.0% — 不变
CSCO CISCO SYS INC $31.84万0.09%4,104 210.5% $1,629 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $31.76万0.09%515 00.0% — 不变
DE DEERE & CO $31.26万0.09%555 00.0% — 不变
IXUS ISHARES TR $30.19万0.09%3,485 00.0% — 不变
BSV VANGUARD BD INDEX FDS $27.41万0.08%3,496 88734.0% $6.95万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $26.88万0.08%561 -139-19.9% -$6.66万 减仓
COST COSTCO WHOLESALE CORPORATION $24.91万0.07%250 -57-18.6% -$5.68万 减仓
RSP INVESCO EXCHANGE TRADED FD T $24.01万0.07%1,251 00.0% — 不变
INTU INTUIT $23.95万0.07%554 20.4% $865 加仓
VYMI VANGUARD WHITEHALL FDS $23.80万0.07%2,525 00.0% — 不变
JNJ JOHNSON & JOHNSON $23.18万0.07%948 948— $23.18万 新建仓
META META PLATFORMS INC $21.00万0.06%367 -79-17.7% -$4.52万 减仓
SMLV SPDR SERIES TRUST $20.05万0.06%1,463 1,463— $20.05万 新建仓
TEAM ATLASSIAN CORPORATION $00.00%0 -2,189-100.0% -$35.49万 清仓
CRM SALESFORCE INC $00.00%0 -908-100.0% -$24.05万 清仓
IWB ISHARES TR $00.00%0 —— — 申报中断