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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,498.75万 | 15.34% | 805,324 | 69,304 | 9.4% | $473.21万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,126.01万 | 14.30% | 669,716 | 68,621 | 11.4% | $525.23万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,701.19万 | 7.54% | 45,204 | -3,788 | -7.7% | -$226.35万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,228.45万 | 6.22% | 262,664 | 44,601 | 20.5% | $378.40万 | 加仓 |
| AAPL | APPLE INC | $1,839.48万 | 5.13% | 72,480 | -2,326 | -3.1% | -$59.03万 | 减仓 |
| HYDB | ISHARES TR | $1,833.49万 | 5.12% | 394,128 | 64,924 | 19.7% | $302.03万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,420.47万 | 3.96% | 317,635 | 57,652 | 22.2% | $257.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,245.88万 | 3.48% | 21,586 | 3,052 | 16.5% | $176.15万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $1,089.39万 | 3.04% | 387,131 | 72,602 | 23.1% | $204.30万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $952.85万 | 2.66% | 92,178 | 9,664 | 11.7% | $99.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $910.76万 | 2.54% | 296,858 | -23,745 | -7.4% | -$72.85万 | 减仓 |
| IQLT | ISHARES TR | $674.34万 | 1.88% | 145,865 | -20,981 | -12.6% | -$97.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $444.48万 | 1.24% | 12,007 | -96 | -0.8% | -$3.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $416.87万 | 1.16% | 6,410 | -1,441 | -18.4% | -$93.72万 | 减仓 |
| VB | VANGUARD INDEX FDS | $394.49万 | 1.10% | 15,061 | -1,455 | -8.8% | -$38.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $345.04万 | 0.96% | 19,784 | 27 | 0.1% | $4,709 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $284.90万 | 0.79% | 19,237 | 50 | 0.3% | $7,405 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $257.47万 | 0.72% | 5,373 | -204 | -3.7% | -$9.78万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $255.06万 | 0.71% | 56,869 | 5,238 | 10.1% | $23.49万 | 加仓 |
| HDV | ISHARES TR | $227.85万 | 0.64% | 16,788 | 10 | 0.1% | $1,357 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $203.17万 | 0.57% | 4,984 | -62 | -1.2% | -$2.53万 | 减仓 |
| SMH | VANECK ETF TRUST | $195.50万 | 0.55% | 5,099 | 475 | 10.3% | $18.21万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $188.95万 | 0.53% | 38,615 | -1,282 | -3.2% | -$6.27万 | 减仓 |
| MPC | MARATHON PETE CORP | $183.94万 | 0.51% | 7,533 | 3 | 0.0% | $733 | 加仓 |
| IWY | ISHARES TR | $182.95万 | 0.51% | 7,352 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $178.11万 | 0.50% | 8,552 | 111 | 1.3% | $2.31万 | 加仓 |
| META | META PLATFORMS INC | $171.30万 | 0.48% | 2,994 | 3 | 0.1% | $1,716 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $170.01万 | 0.47% | 52,422 | -9,850 | -15.8% | -$31.94万 | 减仓 |
| IMCG | ISHARES TR | $162.96万 | 0.45% | 20,688 | -574 | -2.7% | -$4.52万 | 减仓 |
| — | FIDELITY D & D BANCORP INC | $156.86万 | 0.44% | 36,243 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $152.77万 | 0.43% | 27,000 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $150.01万 | 0.42% | 18,739 | -1,080 | -5.4% | -$8.65万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $148.21万 | 0.41% | 47,873 | -18,957 | -28.4% | -$58.69万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.40% | 2 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $136.12万 | 0.38% | 6,938 | 465 | 7.2% | $9.12万 | 加仓 |
| IJR | ISHARES TR | $125.54万 | 0.35% | 10,099 | -28 | -0.3% | -$3,481 | 减仓 |
| SPSM | SPDR SERIES TRUST | $119.58万 | 0.33% | 24,747 | -2,877 | -10.4% | -$13.90万 | 减仓 |
| GWW | WW GRAINGER INC | $117.92万 | 0.33% | 1,081 | 1 | 0.1% | $1,091 | 加仓 |
| VO | VANGUARD INDEX FDS | $115.25万 | 0.32% | 4,013 | -56 | -1.4% | -$1.61万 | 减仓 |
| CAT | CATERPILLAR INC | $112.29万 | 0.31% | 1,585 | -51 | -3.1% | -$3.61万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $111.87万 | 0.31% | 3,487 | -177 | -4.8% | -$5.68万 | 减仓 |
| FLTR | VANECK ETF TRUST | $105.20万 | 0.29% | 41,287 | 508 | 1.2% | $1.29万 | 加仓 |
| VV | VANGUARD INDEX FDS | $104.63万 | 0.29% | 3,501 | -15 | -0.4% | -$4,483 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $101.94万 | 0.28% | 28,045 | -7,468 | -21.0% | -$27.15万 | 减仓 |
| PPL | PPL CORP | $101.56万 | 0.28% | 26,586 | -2,609 | -8.9% | -$9.97万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $96.43万 | 0.27% | 7,256 | -64 | -0.9% | -$8,506 | 减仓 |
| — | EXXON MOBIL CORP | $92.05万 | 0.26% | 5,426 | -426 | -7.3% | -$7.23万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $89.05万 | 0.25% | 12,092 | -4,182 | -25.7% | -$30.80万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $82.77万 | 0.23% | 10,442 | -1,466 | -12.3% | -$11.62万 | 减仓 |
| GLD | SPDR GOLD TR | $80.46万 | 0.22% | 1,870 | 1,250 | 201.6% | $53.79万 | 加仓 |
| IVV | ISHARES TR | $78.65万 | 0.22% | 1,204 | -96 | -7.4% | -$6.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $76.08万 | 0.21% | 1,090 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $72.98万 | 0.20% | 13,527 | 3,112 | 29.9% | $16.79万 | 加仓 |
| LLY | ELI LILLY & CO | $72.75万 | 0.20% | 791 | 1 | 0.1% | $920 | 加仓 |
| AVGO | BROADCOM INC | $72.30万 | 0.20% | 2,336 | 160 | 7.4% | $4.95万 | 加仓 |
| GOOGL | ALPHABET INC | $70.15万 | 0.20% | 2,440 | 76 | 3.2% | $2.19万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $69.65万 | 0.19% | 3,428 | 78 | 2.3% | $1.58万 | 加仓 |
| CB | CHUBB LTD SWITZ | $67.76万 | 0.19% | 2,079 | 60 | 3.0% | $1.96万 | 加仓 |
| WPC | WP CAREY INC | $67.36万 | 0.19% | 9,912 | 11 | 0.1% | $748 | 加仓 |
| IJH | ISHARES TR | $67.28万 | 0.19% | 9,963 | -4,539 | -31.3% | -$30.65万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.61万 | 0.19% | 3,097 | -329 | -9.6% | -$7.08万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $65.26万 | 0.18% | 3,136 | 5 | 0.2% | $1,040 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $63.50万 | 0.18% | 15,554 | -750 | -4.6% | -$3.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $62.72万 | 0.17% | 9,504 | -549 | -5.5% | -$3.62万 | 减仓 |
| GOOG | ALPHABET INC | $60.28万 | 0.17% | 2,101 | -9 | -0.4% | -$2,582 | 减仓 |
| CVX | CHEVRON CORPORATION | $58.54万 | 0.16% | 2,829 | 97 | 3.6% | $2.01万 | 加仓 |
| SOXX | ISHARES TR | $56.89万 | 0.16% | 1,731 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $56.67万 | 0.16% | 8,443 | -207 | -2.4% | -$1.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $56.50万 | 0.16% | 1,776 | 51 | 3.0% | $1.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.93万 | 0.15% | 2,700 | 13 | 0.5% | $2,645 | 加仓 |
| HYLB | DBX ETF TR | $53.63万 | 0.15% | 14,832 | -6,020 | -28.9% | -$21.77万 | 减仓 |
| ANGL | VANECK ETF TRUST | $53.41万 | 0.15% | 18,597 | -793 | -4.1% | -$2.28万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $53.26万 | 0.15% | 3,221 | -236 | -6.8% | -$3.90万 | 减仓 |
| — | CALAMOS ETF TR | $49.88万 | 0.14% | 12,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $49.80万 | 0.14% | 9,921 | -1,476 | -13.0% | -$7.41万 | 减仓 |
| WMT | WALMART INC | $48.97万 | 0.14% | 3,940 | -276 | -6.5% | -$3.43万 | 减仓 |
| IWN | ISHARES TR | $46.35万 | 0.13% | 2,445 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $46.28万 | 0.13% | 1,245 | -315 | -20.2% | -$11.71万 | 减仓 |
| RTX | RTX CORPORATION | $45.18万 | 0.13% | 2,342 | 119 | 5.4% | $2.30万 | 加仓 |
| IFRA | ISHARES TR | $44.01万 | 0.12% | 7,694 | 50 | 0.7% | $2,860 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $43.10万 | 0.12% | 7,787 | -3,752 | -32.5% | -$20.77万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.57万 | 0.12% | 7,876 | -5,492 | -41.1% | -$29.68万 | 减仓 |
| MRK | MERCK & CO INC | $42.20万 | 0.12% | 3,508 | 23 | 0.7% | $2,767 | 加仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $42.16万 | 0.12% | 62,176 | 62,176 | — | $42.16万 | 新建仓 |
| TMUS | T-MOBILE US INC | $41.46万 | 0.12% | 1,974 | 1 | 0.1% | $210 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $41.18万 | 0.11% | 2,815 | -145 | -4.9% | -$2.12万 | 减仓 |
| IWS | ISHARES TR | $38.80万 | 0.11% | 2,662 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $38.39万 | 0.11% | 1,570 | 106 | 7.2% | $2.59万 | 加仓 |
| IAU | ISHARES GOLD TR | $37.82万 | 0.11% | 4,290 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $37.65万 | 0.11% | 21,762 | -193 | -0.9% | -$3,339 | 减仓 |
| T | AT&T INC | $37.59万 | 0.10% | 12,965 | -1,176 | -8.3% | -$3.41万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.56万 | 0.10% | 5,862 | -1,439 | -19.7% | -$9.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $37.43万 | 0.10% | 857 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $37.10万 | 0.10% | 425 | 102 | 31.6% | $8.90万 | 加仓 |
| FLOT | ISHARES TR | $36.38万 | 0.10% | 7,141 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $36.25万 | 0.10% | 3,732 | -2,936 | -44.0% | -$28.52万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $34.92万 | 0.10% | 12,540 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $34.90万 | 0.10% | 1,356 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $34.83万 | 0.10% | 1,816 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.76万 | 0.10% | 1,149 | 5 | 0.4% | $1,512 | 加仓 |