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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $33.18万 | 0.08% | 2,844 | 29 | 1.0% | $3,383 | 加仓 |
| VDE | VANGUARD WORLD FD | $33.12万 | 0.08% | 2,206 | 710 | 47.5% | $10.66万 | 加仓 |
| TMUS | T-MOBILE US INC | $33.09万 | 0.08% | 1,973 | -1 | -0.1% | -$168 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $32.89万 | 0.08% | 11,339 | 1,500 | 15.2% | $4.35万 | 加仓 |
| IAU | ISHARES GOLD TR | $32.39万 | 0.08% | 4,290 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $32.35万 | 0.08% | 2,645 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $30.98万 | 0.07% | 11,373 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $30.10万 | 0.07% | 2,728 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $30.07万 | 0.07% | 14,459 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $29.55万 | 0.07% | 3,899 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.06万 | 0.07% | 824 | -6 | -0.7% | -$2,116 | 减仓 |
| IEFA | ISHARES TR | $28.64万 | 0.07% | 2,965 | -132 | -4.3% | -$1.27万 | 减仓 |
| MGK | VANGUARD WORLD FD | $28.50万 | 0.07% | 3,241 | 1 | 0.0% | $88 | 加仓 |
| GLW | CORNING INC | $28.40万 | 0.07% | 1,112 | 1,112 | — | $28.40万 | 新建仓 |
| EQIX | EQUINIX INC | $28.35万 | 0.07% | 272 | -1 | -0.4% | -$1,042 | 减仓 |
| CWB | SPDR SERIES TRUST | $28.00万 | 0.07% | 2,597 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $27.81万 | 0.07% | 1,505 | -54 | -3.5% | -$9,979 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $27.60万 | 0.07% | 5,002 | -2,785 | -35.8% | -$15.37万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $27.30万 | 0.07% | 25,111 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $26.24万 | 0.06% | 572 | 0 | 0.0% | — | 不变 |
| INMU | BLACKROCK ETF TRUST II | $26.09万 | 0.06% | 10,758 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS DETROIT STR TR | $25.91万 | 0.06% | 2,559 | -131 | -4.9% | -$1.33万 | 减仓 |
| T | AT&T INC | $25.87万 | 0.06% | 12,498 | -467 | -3.6% | -$9,667 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $25.85万 | 0.06% | 814 | -16 | -1.9% | -$5,080 | 减仓 |
| TTC | TORO CO | $25.31万 | 0.06% | 2,598 | -1 | -0.0% | -$97 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.22万 | 0.06% | 897 | -51 | -5.4% | -$1.43万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $24.55万 | 0.06% | 10,437 | 0 | 0.0% | — | 不变 |
| DJP | BARCLAYS BANK PLC | $24.40万 | 0.06% | 5,582 | -407 | -6.8% | -$1.78万 | 减仓 |
| FSK | FS KKR CAP CORP | $24.39万 | 0.06% | 23,226 | -9,800 | -29.7% | -$10.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $24.09万 | 0.06% | 1,643 | -308 | -15.8% | -$4.52万 | 减仓 |
| NOW | SERVICENOW INC | $23.93万 | 0.06% | 2,410 | -11 | -0.5% | -$1,092 | 减仓 |
| HYMB | SPDR SERIES TRUST | $22.93万 | 0.05% | 9,012 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $22.11万 | 0.05% | 1,999 | -1 | -0.1% | -$111 | 减仓 |
| MCD | MCDONALDS CORP | $22.11万 | 0.05% | 818 | -8 | -1.0% | -$2,162 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $21.32万 | 0.05% | 4,621 | -563 | -10.9% | -$2.60万 | 减仓 |
| — | CHART INDS INC | $20.89万 | 0.05% | 1,000 | -1 | -0.1% | -$209 | 减仓 |
| BA | BOEING CO | $20.20万 | 0.05% | 933 | -12 | -1.3% | -$2,598 | 重新持有 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $14.15万 | 0.03% | 28,356 | 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 |
| — | EURONET WORLDWIDE INC | $9,334 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| 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 |