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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -3,428 | -100.0% | -$69.65万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,279 | -100.0% | -$31.71万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -6,127 | -100.0% | -$28.30万 | 清仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -6,598 | -100.0% | -$25.56万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,010 | -100.0% | -$22.89万 | 清仓 |
| — | EURONET WORLDWIDE INC | $9,334 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $14.03万 | 0.03% | 13,558 | 13,558 | — | $14.03万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $14.15万 | 0.03% | 28,356 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $20.20万 | 0.05% | 933 | -12 | -1.3% | -$2,598 | 重新持有 |
| — | CHART INDS INC | $20.89万 | 0.05% | 1,000 | -1 | -0.1% | -$209 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $21.32万 | 0.05% | 4,621 | -563 | -10.9% | -$2.60万 | 减仓 |
| MCD | MCDONALDS CORP | $22.11万 | 0.05% | 818 | -8 | -1.0% | -$2,162 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $22.11万 | 0.05% | 1,999 | -1 | -0.1% | -$111 | 减仓 |
| HYMB | SPDR SERIES TRUST | $22.93万 | 0.05% | 9,012 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $23.93万 | 0.06% | 2,410 | -11 | -0.5% | -$1,092 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.09万 | 0.06% | 1,643 | -308 | -15.8% | -$4.52万 | 减仓 |
| FSK | FS KKR CAP CORP | $24.39万 | 0.06% | 23,226 | -9,800 | -29.7% | -$10.29万 | 减仓 |
| DJP | BARCLAYS BANK PLC | $24.40万 | 0.06% | 5,582 | -407 | -6.8% | -$1.78万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $24.55万 | 0.06% | 10,437 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.22万 | 0.06% | 897 | -51 | -5.4% | -$1.43万 | 减仓 |
| TTC | TORO CO | $25.31万 | 0.06% | 2,598 | -1 | -0.0% | -$97 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.85万 | 0.06% | 814 | -16 | -1.9% | -$5,080 | 减仓 |
| T | AT&T INC | $25.87万 | 0.06% | 12,498 | -467 | -3.6% | -$9,667 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $25.91万 | 0.06% | 2,559 | -131 | -4.9% | -$1.33万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $26.09万 | 0.06% | 10,758 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $26.24万 | 0.06% | 572 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $27.30万 | 0.07% | 25,111 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.60万 | 0.07% | 5,002 | -2,785 | -35.8% | -$15.37万 | 减仓 |
| QCOM | QUALCOMM INC | $27.81万 | 0.07% | 1,505 | -54 | -3.5% | -$9,979 | 减仓 |
| CWB | SPDR SERIES TRUST | $28.00万 | 0.07% | 2,597 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $28.35万 | 0.07% | 272 | -1 | -0.4% | -$1,042 | 减仓 |
| GLW | CORNING INC | $28.40万 | 0.07% | 1,112 | 1,112 | — | $28.40万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $28.50万 | 0.07% | 3,241 | 1 | 0.0% | $88 | 加仓 |
| IEFA | ISHARES TR | $28.64万 | 0.07% | 2,965 | -132 | -4.3% | -$1.27万 | 减仓 |
| HD | HOME DEPOT INC | $29.06万 | 0.07% | 824 | -6 | -0.7% | -$2,116 | 减仓 |
| DGRO | ISHARES TR | $29.55万 | 0.07% | 3,899 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $30.07万 | 0.07% | 14,459 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $30.10万 | 0.07% | 2,728 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $30.98万 | 0.07% | 11,373 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $32.35万 | 0.08% | 2,645 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $32.39万 | 0.08% | 4,290 | 0 | 0.0% | — | 不变 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $32.89万 | 0.08% | 11,339 | 1,500 | 15.2% | $4.35万 | 加仓 |
| TMUS | T-MOBILE US INC | $33.09万 | 0.08% | 1,973 | -1 | -0.1% | -$168 | 减仓 |
| VDE | VANGUARD WORLD FD | $33.12万 | 0.08% | 2,206 | 710 | 47.5% | $10.66万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $33.18万 | 0.08% | 2,844 | 29 | 1.0% | $3,383 | 加仓 |
| HYLB | DBX ETF TR | $33.58万 | 0.08% | 9,196 | -5,636 | -38.0% | -$20.58万 | 减仓 |
| GE | GE AEROSPACE | $33.82万 | 0.08% | 905 | -9 | -1.0% | -$3,364 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $34.50万 | 0.08% | 6,820 | 1 | 0.0% | $51 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $34.72万 | 0.08% | 10,261 | 9 | 0.1% | $305 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.16万 | 0.08% | 5,891 | -1,985 | -25.2% | -$11.85万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $35.87万 | 0.09% | 5,035 | -827 | -14.1% | -$5.89万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.25万 | 0.09% | 475 | 0 | 0.0% | — | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.39万 | 0.09% | 762 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $36.45万 | 0.09% | 7,141 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $36.92万 | 0.09% | 3,554 | -178 | -4.8% | -$1.85万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $37.23万 | 0.09% | 1,137 | 13 | 1.2% | $4,257 | 加仓 |
| SMB | VANECK ETF TRUST | $37.76万 | 0.09% | 21,764 | 2 | 0.0% | $35 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $38.70万 | 0.09% | 1,144 | -5 | -0.4% | -$1,691 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $39.00万 | 0.09% | 12,540 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $39.54万 | 0.09% | 9,339 | -582 | -5.9% | -$2.46万 | 减仓 |
| QUAL | ISHARES TR | $39.85万 | 0.09% | 1,816 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.52万 | 0.10% | 1,595 | 25 | 1.6% | $6,351 | 加仓 |
| VOT | VANGUARD INDEX FDS | $41.53万 | 0.10% | 1,356 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $43.82万 | 0.10% | 2,662 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $44.16万 | 0.11% | 1,050 | -195 | -15.7% | -$8.20万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.29万 | 0.11% | 5,142 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $44.43万 | 0.11% | 2,342 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $45.08万 | 0.11% | 3,508 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $46.93万 | 0.11% | 2,831 | 2 | 0.1% | $332 | 加仓 |
| IFRA | ISHARES TR | $48.50万 | 0.12% | 7,694 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $49.93万 | 0.12% | 425 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $51.00万 | 0.12% | 2,819 | -402 | -12.5% | -$7.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.06万 | 0.12% | 2,158 | -939 | -30.3% | -$22.22万 | 减仓 |
| WMT | WALMART INC | $51.65万 | 0.12% | 4,560 | 620 | 15.7% | $7.02万 | 加仓 |
| ANGL | VANECK ETF TRUST | $52.11万 | 0.12% | 17,823 | -774 | -4.2% | -$2.26万 | 减仓 |
| IWN | ISHARES TR | $54.08万 | 0.13% | 2,445 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $54.77万 | 0.13% | 1,450 | -886 | -37.9% | -$33.47万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $57.89万 | 0.14% | 7,886 | -4,206 | -34.8% | -$30.88万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $58.39万 | 0.14% | 7,790 | -653 | -7.7% | -$4.89万 | 减仓 |
| IJH | ISHARES TR | $60.64万 | 0.14% | 7,864 | -2,099 | -21.1% | -$16.19万 | 减仓 |
| ADI | ANALOG DEVICES INC | $61.48万 | 0.15% | 1,548 | -228 | -12.8% | -$9.06万 | 减仓 |
| — | CALAMOS ETF TR | $61.72万 | 0.15% | 12,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $66.40万 | 0.16% | 9,228 | -276 | -2.9% | -$1.99万 | 减仓 |
| GLD | SPDR GOLD TR | $67.05万 | 0.16% | 1,820 | -50 | -2.7% | -$1.84万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $68.56万 | 0.16% | 15,571 | 17 | 0.1% | $748 | 加仓 |
| CB | CHUBB LIMITED | $70.84万 | 0.17% | 2,079 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $71.77万 | 0.17% | 10,038 | 126 | 1.3% | $9,009 | 加仓 |
| — | EXXON MOBIL CORP | $74.18万 | 0.18% | 5,426 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $74.26万 | 0.18% | 2,102 | 1 | 0.0% | $353 | 加仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $75.94万 | 0.18% | 111,515 | 49,339 | 79.4% | $33.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $77.09万 | 0.18% | 3,131 | -5 | -0.2% | -$1,231 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $80.67万 | 0.19% | 10,208 | -234 | -2.2% | -$1.85万 | 减仓 |
| DIVB | ISHARES TR | $83.33万 | 0.20% | 13,527 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $87.08万 | 0.21% | 2,437 | -3 | -0.1% | -$1,072 | 减仓 |
| IVV | ISHARES TR | $90.17万 | 0.21% | 1,204 | 0 | 0.0% | — | 不变 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $95.80万 | 0.23% | 26,262 | -1,783 | -6.4% | -$6.50万 | 减仓 |
| LLY | ELI LILLY & CO | $97.15万 | 0.23% | 810 | 19 | 2.4% | $2.28万 | 加仓 |
| FLTR | VANECK ETF TRUST | $97.33万 | 0.23% | 38,006 | -3,281 | -7.9% | -$8.40万 | 减仓 |
| PPL | PPL CORP | $97.55万 | 0.23% | 26,836 | 250 | 0.9% | $9,088 | 加仓 |
| SOXX | ISHARES TR | $110.92万 | 0.26% | 1,731 | 0 | 0.0% | — | 不变 |