LIBERTY SQUARE WEALTH PARTNERS LLC
BETHLEHEM PA · SEC CIK 0002057655
$3.58亿2026Q1 申报市值
141持仓数
66.8%前十大占比 · 第一大 15.3%
2 / 5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
SPYM 加仓+$525.23万
RDVY 加仓+$473.21万
AVDE 加仓+$378.40万
HYDB 加仓+$302.03万
FSMD 加仓+$257.82万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$226.35万
IQLT 减仓-$97.00万
SPY 减仓-$93.72万
SCHD 减仓-$72.85万
AAPL 减仓-$59.03万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,402 | -100.0% | -$27.33万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,160 | -100.0% | -$26.09万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -879 | -100.0% | -$21.30万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -586 | -100.0% | -$20.60万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGZ | ISHARES TR | $0 | 0.00% | 0 | -1,825 | -100.0% | -$20.12万 | 清仓 |
| — | EURONET WORLDWIDE INC | $9,321 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $14.46万 | 0.04% | 28,356 | -6,000 | -17.5% | -$3.06万 | 减仓 |
| QCOM | QUALCOMM INC | $20.08万 | 0.06% | 1,559 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC | $20.70万 | 0.06% | 1,001 | 1 | 0.1% | $207 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $21.35万 | 0.06% | 2,690 | 0 | 0.0% | — | 不变 |
| ACIO | ETF SER SOLUTIONS | $21.75万 | 0.06% | 5,184 | -680 | -11.6% | -$2.85万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $22.35万 | 0.06% | 9,012 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $22.64万 | 0.06% | 2,000 | 1 | 0.1% | $113 | 重新持有 |
| RCL | ROYAL CARIBBEAN GROUP | $22.84万 | 0.06% | 830 | -7 | -0.8% | -$1,926 | 减仓 |
| KO | COCA COLA CO | $22.89万 | 0.06% | 3,010 | -483 | -13.8% | -$3.67万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.98万 | 0.06% | 948 | 9 | 1.0% | $2,182 | 加仓 |
| CWB | SPDR SERIES TRUST | $23.77万 | 0.07% | 2,597 | -155 | -5.6% | -$1.42万 | 减仓 |
| MGK | VANGUARD WORLD FD | $23.83万 | 0.07% | 648 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.98万 | 0.07% | 10,437 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $24.29万 | 0.07% | 2,599 | 1 | 0.0% | $93 | 加仓 |
| NOW | SERVICENOW INC | $25.31万 | 0.07% | 2,421 | 31 | 1.3% | $3,241 | 加仓 |
| AMP | AMERIPRISE FINL INC | $25.42万 | 0.07% | 572 | 0 | 0.0% | — | 不变 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $25.56万 | 0.07% | 6,598 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.67万 | 0.07% | 826 | 8 | 1.0% | $2,486 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $25.72万 | 0.07% | 10,758 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.75万 | 0.07% | 762 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $25.89万 | 0.07% | 1,496 | 1,496 | — | $25.89万 | 新建仓 |
| GE | GE AEROSPACE | $25.94万 | 0.07% | 914 | 9 | 1.0% | $2,554 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $25.96万 | 0.07% | 9,839 | -2,200 | -18.3% | -$5.80万 | 减仓 |
| IWR | ISHARES TR | $26.52万 | 0.07% | 2,728 | -54 | -1.9% | -$5,250 | 减仓 |
| EQIX | EQUINIX INC | $26.76万 | 0.07% | 273 | 1 | 0.4% | $980 | 加仓 |
| HD | HOME DEPOT INC | $27.30万 | 0.08% | 830 | 6 | 0.7% | $1,973 | 加仓 |
| DGRO | ISHARES TR | $27.36万 | 0.08% | 3,899 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $27.77万 | 0.08% | 25,111 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $28.04万 | 0.08% | 3,097 | 132 | 4.5% | $1.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.18万 | 0.08% | 1,951 | -42 | -2.1% | -$6,066 | 减仓 |
| IUSB | ISHARES TR | $28.30万 | 0.08% | 6,127 | -2,878 | -32.0% | -$13.29万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $28.47万 | 0.08% | 2,645 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $28.83万 | 0.08% | 5,989 | -791 | -11.7% | -$3.81万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $29.66万 | 0.08% | 14,459 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $29.86万 | 0.08% | 10,252 | -122 | -1.2% | -$3,554 | 减仓 |
| FALN | ISHARES TR | $30.39万 | 0.08% | 11,373 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $31.71万 | 0.09% | 3,279 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $33.08万 | 0.09% | 1,124 | -179 | -13.7% | -$5.27万 | 减仓 |
| FSK | FS KKR CAP CORP | $33.62万 | 0.09% | 33,026 | -10,110 | -23.4% | -$10.29万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $34.02万 | 0.09% | 6,819 | 356 | 5.5% | $1.78万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $34.76万 | 0.10% | 1,149 | 5 | 0.4% | $1,512 | 加仓 |
| QUAL | ISHARES TR | $34.83万 | 0.10% | 1,816 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $34.90万 | 0.10% | 1,356 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $34.92万 | 0.10% | 12,540 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $36.25万 | 0.10% | 3,732 | -2,936 | -44.0% | -$28.52万 | 减仓 |
| FLOT | ISHARES TR | $36.38万 | 0.10% | 7,141 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $37.10万 | 0.10% | 425 | 102 | 31.6% | $8.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $37.43万 | 0.10% | 857 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.56万 | 0.10% | 5,862 | -1,439 | -19.7% | -$9.22万 | 减仓 |
| T | AT&T INC | $37.59万 | 0.10% | 12,965 | -1,176 | -8.3% | -$3.41万 | 减仓 |
| SMB | VANECK ETF TRUST | $37.65万 | 0.11% | 21,762 | -193 | -0.9% | -$3,339 | 减仓 |
| IAU | ISHARES GOLD TR | $37.82万 | 0.11% | 4,290 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.39万 | 0.11% | 1,570 | 106 | 7.2% | $2.59万 | 加仓 |
| IWS | ISHARES TR | $38.80万 | 0.11% | 2,662 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.18万 | 0.11% | 2,815 | -145 | -4.9% | -$2.12万 | 减仓 |
| TMUS | T-MOBILE US INC | $41.46万 | 0.12% | 1,974 | 1 | 0.1% | $210 | 加仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $42.16万 | 0.12% | 62,176 | 62,176 | — | $42.16万 | 新建仓 |
| MRK | MERCK & CO INC | $42.20万 | 0.12% | 3,508 | 23 | 0.7% | $2,767 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.57万 | 0.12% | 7,876 | -5,492 | -41.1% | -$29.68万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $43.10万 | 0.12% | 7,787 | -3,752 | -32.5% | -$20.77万 | 减仓 |
| IFRA | ISHARES TR | $44.01万 | 0.12% | 7,694 | 50 | 0.7% | $2,860 | 加仓 |
| RTX | RTX CORPORATION | $45.18万 | 0.13% | 2,342 | 119 | 5.4% | $2.30万 | 加仓 |
| TSLA | TESLA INC | $46.28万 | 0.13% | 1,245 | -315 | -20.2% | -$11.71万 | 减仓 |
| IWN | ISHARES TR | $46.35万 | 0.13% | 2,445 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $48.97万 | 0.14% | 3,940 | -276 | -6.5% | -$3.43万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $49.80万 | 0.14% | 9,921 | -1,476 | -13.0% | -$7.41万 | 减仓 |
| — | CALAMOS ETF TR | $49.88万 | 0.14% | 12,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $53.26万 | 0.15% | 3,221 | -236 | -6.8% | -$3.90万 | 减仓 |
| ANGL | VANECK ETF TRUST | $53.41万 | 0.15% | 18,597 | -793 | -4.1% | -$2.28万 | 减仓 |
| HYLB | DBX ETF TR | $53.63万 | 0.15% | 14,832 | -6,020 | -28.9% | -$21.77万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.93万 | 0.15% | 2,700 | 13 | 0.5% | $2,645 | 加仓 |
| ADI | ANALOG DEVICES INC | $56.50万 | 0.16% | 1,776 | 51 | 3.0% | $1.62万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $56.67万 | 0.16% | 8,443 | -207 | -2.4% | -$1.39万 | 减仓 |
| SOXX | ISHARES TR | $56.89万 | 0.16% | 1,731 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $58.54万 | 0.16% | 2,829 | 97 | 3.6% | $2.01万 | 加仓 |
| GOOG | ALPHABET INC | $60.28万 | 0.17% | 2,101 | -9 | -0.4% | -$2,582 | 减仓 |
| MO | ALTRIA GROUP INC | $62.72万 | 0.17% | 9,504 | -549 | -5.5% | -$3.62万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $63.50万 | 0.18% | 15,554 | -750 | -4.6% | -$3.06万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.26万 | 0.18% | 3,136 | 5 | 0.2% | $1,040 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.61万 | 0.19% | 3,097 | -329 | -9.6% | -$7.08万 | 减仓 |
| IJH | ISHARES TR | $67.28万 | 0.19% | 9,963 | -4,539 | -31.3% | -$30.65万 | 减仓 |
| WPC | WP CAREY INC | $67.36万 | 0.19% | 9,912 | 11 | 0.1% | $748 | 加仓 |
| CB | CHUBB LTD SWITZ | $67.76万 | 0.19% | 2,079 | 60 | 3.0% | $1.96万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $69.65万 | 0.19% | 3,428 | 78 | 2.3% | $1.58万 | 加仓 |
| GOOGL | ALPHABET INC | $70.15万 | 0.20% | 2,440 | 76 | 3.2% | $2.19万 | 加仓 |
| AVGO | BROADCOM INC | $72.30万 | 0.20% | 2,336 | 160 | 7.4% | $4.95万 | 加仓 |
| LLY | ELI LILLY & CO | $72.75万 | 0.20% | 791 | 1 | 0.1% | $920 | 加仓 |
| DIVB | ISHARES TR | $72.98万 | 0.20% | 13,527 | 3,112 | 29.9% | $16.79万 | 加仓 |
| VGT | VANGUARD WORLD FD | $76.08万 | 0.21% | 1,090 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $78.65万 | 0.22% | 1,204 | -96 | -7.4% | -$6.27万 | 减仓 |
| GLD | SPDR GOLD TR | $80.46万 | 0.22% | 1,870 | 1,250 | 201.6% | $53.79万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $82.77万 | 0.23% | 10,442 | -1,466 | -12.3% | -$11.62万 | 减仓 |