LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM PA · SEC CIK 0002057655
$4.20亿2026Q2 申报市值
140持仓数
69.6%前十大占比 · 第一大 16.6%
2 / 5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
RDVY 加仓+$448.68万
SPYM 加仓+$405.92万
AVDE 加仓+$293.62万
HYDB 加仓+$206.74万
FSMD 加仓+$205.80万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$125.27万
ADP 清仓-$69.65万
IQLT 减仓-$69.07万
SCHM 减仓-$49.77万
SCHD 减仓-$36.96万
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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $6,976.64万 | 16.62% | 860,676 | 55,352 | 6.9% | $448.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,291.38万 | 14.98% | 715,906 | 46,190 | 6.9% | $405.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,979.35万 | 7.10% | 43,380 | -1,824 | -4.0% | -$125.27万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,636.58万 | 6.28% | 295,581 | 32,917 | 12.5% | $293.62万 | 加仓 |
| AAPL | APPLE INC | $2,079.47万 | 4.95% | 71,864 | -616 | -0.8% | -$17.82万 | 减仓 |
| HYDB | ISHARES TR | $2,050.08万 | 4.88% | 438,332 | 44,204 | 11.2% | $206.74万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,884.50万 | 4.49% | 356,575 | 38,940 | 12.3% | $205.80万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,718.29万 | 4.09% | 23,334 | 1,748 | 8.1% | $128.72万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $1,463.69万 | 3.49% | 428,793 | 41,662 | 10.8% | $142.21万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,137.94万 | 2.71% | 100,810 | 8,632 | 9.4% | $97.44万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $904.37万 | 2.15% | 285,201 | -11,657 | -3.9% | -$36.96万 | 减仓 |
| IQLT | ISHARES TR | $653.69万 | 1.56% | 131,926 | -13,939 | -9.6% | -$69.07万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $452.78万 | 1.08% | 6,063 | -347 | -5.4% | -$25.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $445.82万 | 1.06% | 11,952 | -55 | -0.5% | -$2.05万 | 减仓 |
| VB | VANGUARD INDEX FDS | $437.27万 | 1.04% | 14,426 | -635 | -4.2% | -$19.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $367.89万 | 0.88% | 18,386 | -1,398 | -7.1% | -$27.97万 | 减仓 |
| SMH | VANECK ETF TRUST | $334.57万 | 0.80% | 5,101 | 2 | 0.0% | $1,312 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $306.61万 | 0.73% | 19,402 | 165 | 0.9% | $2.61万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $292.48万 | 0.70% | 64,001 | 7,132 | 12.5% | $32.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $267.96万 | 0.64% | 5,355 | -18 | -0.3% | -$9,007 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $237.14万 | 0.56% | 28,703 | -1,201 | -4.0% | -$9.92万 | 减仓 |
| HDV | ISHARES TR | $230.25万 | 0.55% | 84,000 | 60 | 0.1% | $1,645 | 加仓 |
| IWY | ISHARES TR | $213.08万 | 0.51% | 7,332 | -20 | -0.3% | -$5,812 | 减仓 |
| AMZN | AMAZON COM INC | $204.07万 | 0.49% | 8,562 | 10 | 0.1% | $2,383 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $203.14万 | 0.48% | 38,502 | -113 | -0.3% | -$5,962 | 减仓 |
| MPC | MARATHON PETE CORP | $192.52万 | 0.46% | 7,530 | -3 | -0.0% | -$767 | 减仓 |
| — | FIDELITY D & D BANCORP INC | $186.36万 | 0.44% | 36,243 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $184.04万 | 0.44% | 18,723 | -1,965 | -9.5% | -$19.32万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $176.76万 | 0.42% | 46,444 | -5,978 | -11.4% | -$22.75万 | 减仓 |
| CAT | CATERPILLAR INC | $168.79万 | 0.40% | 1,585 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $167.24万 | 0.40% | 2,969 | -25 | -0.8% | -$1.41万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $164.13万 | 0.39% | 27,000 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $158.50万 | 0.38% | 7,273 | 335 | 4.8% | $7.30万 | 加仓 |
| IGV | ISHARES TR | $158.00万 | 0.38% | 17,439 | -1,300 | -6.9% | -$11.78万 | 减仓 |
| IJR | ISHARES TR | $149.84万 | 0.36% | 10,103 | 4 | 0.0% | $593 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.36% | 2 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $146.92万 | 0.35% | 1,080 | -1 | -0.1% | -$1,360 | 减仓 |
| VGT | VANGUARD WORLD FD | $139.57万 | 0.33% | 11,678 | 2,958 | 33.9% | $35.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.42万 | 0.33% | 2,400 | -300 | -11.1% | -$17.43万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $138.24万 | 0.33% | 7,256 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $129.33万 | 0.31% | 16,052 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $128.44万 | 0.31% | 22,272 | -2,475 | -10.0% | -$14.27万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $126.74万 | 0.30% | 34,375 | -13,498 | -28.2% | -$49.77万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $124.70万 | 0.30% | 3,370 | -117 | -3.4% | -$4.33万 | 减仓 |
| VV | VANGUARD INDEX FDS | $120.40万 | 0.29% | 3,501 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $110.92万 | 0.26% | 1,731 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $97.55万 | 0.23% | 26,836 | 250 | 0.9% | $9,088 | 加仓 |
| FLTR | VANECK ETF TRUST | $97.33万 | 0.23% | 38,006 | -3,281 | -7.9% | -$8.40万 | 减仓 |
| LLY | ELI LILLY & CO | $97.15万 | 0.23% | 810 | 19 | 2.4% | $2.28万 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $95.80万 | 0.23% | 26,262 | -1,783 | -6.4% | -$6.50万 | 减仓 |
| IVV | ISHARES TR | $90.17万 | 0.21% | 1,204 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $87.08万 | 0.21% | 2,437 | -3 | -0.1% | -$1,072 | 减仓 |
| DIVB | ISHARES TR | $83.33万 | 0.20% | 13,527 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $80.67万 | 0.19% | 10,208 | -234 | -2.2% | -$1.85万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.09万 | 0.18% | 3,131 | -5 | -0.2% | -$1,231 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $75.94万 | 0.18% | 111,515 | 49,339 | 79.4% | $33.60万 | 加仓 |
| GOOG | ALPHABET INC | $74.26万 | 0.18% | 2,102 | 1 | 0.0% | $353 | 加仓 |
| — | EXXON MOBIL CORP | $74.18万 | 0.18% | 5,426 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $71.77万 | 0.17% | 10,038 | 126 | 1.3% | $9,009 | 加仓 |
| CB | CHUBB LIMITED | $70.84万 | 0.17% | 2,079 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $68.56万 | 0.16% | 15,571 | 17 | 0.1% | $748 | 加仓 |
| GLD | SPDR GOLD TR | $67.05万 | 0.16% | 1,820 | -50 | -2.7% | -$1.84万 | 减仓 |
| MO | ALTRIA GROUP INC | $66.40万 | 0.16% | 9,228 | -276 | -2.9% | -$1.99万 | 减仓 |
| — | CALAMOS ETF TR | $61.72万 | 0.15% | 12,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $61.48万 | 0.15% | 1,548 | -228 | -12.8% | -$9.06万 | 减仓 |
| IJH | ISHARES TR | $60.64万 | 0.14% | 7,864 | -2,099 | -21.1% | -$16.19万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $58.39万 | 0.14% | 7,790 | -653 | -7.7% | -$4.89万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $57.89万 | 0.14% | 7,886 | -4,206 | -34.8% | -$30.88万 | 减仓 |
| AVGO | BROADCOM INC | $54.77万 | 0.13% | 1,450 | -886 | -37.9% | -$33.47万 | 减仓 |
| IWN | ISHARES TR | $54.08万 | 0.13% | 2,445 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $52.11万 | 0.12% | 17,823 | -774 | -4.2% | -$2.26万 | 减仓 |
| WMT | WALMART INC | $51.65万 | 0.12% | 4,560 | 620 | 15.7% | $7.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.06万 | 0.12% | 2,158 | -939 | -30.3% | -$22.22万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $51.00万 | 0.12% | 2,819 | -402 | -12.5% | -$7.27万 | 减仓 |
| GEV | GE VERNOVA INC | $49.93万 | 0.12% | 425 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $48.50万 | 0.12% | 7,694 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.93万 | 0.11% | 2,831 | 2 | 0.1% | $332 | 加仓 |
| MRK | MERCK & CO INC | $45.08万 | 0.11% | 3,508 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $44.43万 | 0.11% | 2,342 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $44.29万 | 0.11% | 5,142 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $44.16万 | 0.11% | 1,050 | -195 | -15.7% | -$8.20万 | 减仓 |
| IWS | ISHARES TR | $43.82万 | 0.10% | 2,662 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $41.53万 | 0.10% | 1,356 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.52万 | 0.10% | 1,595 | 25 | 1.6% | $6,351 | 加仓 |
| QUAL | ISHARES TR | $39.85万 | 0.09% | 1,816 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $39.54万 | 0.09% | 9,339 | -582 | -5.9% | -$2.46万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.00万 | 0.09% | 12,540 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $38.70万 | 0.09% | 1,144 | -5 | -0.4% | -$1,691 | 减仓 |
| SMB | VANECK ETF TRUST | $37.76万 | 0.09% | 21,764 | 2 | 0.0% | $35 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.23万 | 0.09% | 1,137 | 13 | 1.2% | $4,257 | 加仓 |
| EFA | ISHARES TR | $36.92万 | 0.09% | 3,554 | -178 | -4.8% | -$1.85万 | 减仓 |
| FLOT | ISHARES TR | $36.45万 | 0.09% | 7,141 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.39万 | 0.09% | 762 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.25万 | 0.09% | 475 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.87万 | 0.09% | 5,035 | -827 | -14.1% | -$5.89万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.16万 | 0.08% | 5,891 | -1,985 | -25.2% | -$11.85万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.72万 | 0.08% | 10,261 | 9 | 0.1% | $305 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $34.50万 | 0.08% | 6,820 | 1 | 0.0% | $51 | 加仓 |
| GE | GE AEROSPACE | $33.82万 | 0.08% | 905 | -9 | -1.0% | -$3,364 | 减仓 |
| HYLB | DBX ETF TR | $33.58万 | 0.08% | 9,196 | -5,636 | -38.0% | -$20.58万 | 减仓 |