Liberty Atlantic Advisors LLC
ALLEN TX · SEC CIK 0002101909
$1.17亿2026Q1 申报市值
73持仓数
65.1%前十大占比 · 第一大 19.3%
5 / 8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
SFLR 加仓+$292.50万
AGG 加仓+$241.77万
QFLR 加仓+$191.44万
INNOVATOR ETFS T 加仓+$178.32万
BINC 加仓+$158.13万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$45.70万
NVDA 减仓-$45.17万
AAPL 减仓-$41.59万
BRK/B 清仓-$29.66万
AVGO 清仓-$27.03万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SFLR | INNOVATOR ETFS TRUST | $2,260.81万 | 19.32% | 637,906 | 82,531 | 14.9% | $292.50万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $1,463.34万 | 12.51% | 439,440 | 57,488 | 15.1% | $191.44万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $784.25万 | 6.70% | 155,163 | 35,281 | 29.4% | $178.32万 | 加仓 |
| AGG | ISHARES TR | $617.58万 | 5.28% | 62,212 | 24,355 | 64.3% | $241.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $490.40万 | 4.19% | 168,702 | 20,739 | 14.0% | $60.29万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $479.97万 | 4.10% | 94,906 | 30,118 | 46.5% | $152.32万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $434.84万 | 3.72% | 83,736 | 30,451 | 57.1% | $158.13万 | 加仓 |
| SHY | ISHARES TR | $366.28万 | 3.13% | 44,360 | 15,969 | 56.2% | $131.86万 | 加仓 |
| FALN | ISHARES TR | $362.05万 | 3.09% | 135,496 | 52,657 | 63.6% | $140.70万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $353.40万 | 3.02% | 88,043 | 32,398 | 58.2% | $130.04万 | 加仓 |
| MBB | ISHARES TR | $331.97万 | 2.84% | 34,962 | 14,108 | 67.7% | $133.96万 | 加仓 |
| STIP | ISHARES TR | $329.60万 | 2.82% | 31,867 | 12,999 | 68.9% | $134.45万 | 加仓 |
| LEMB | ISHARES INC | $310.90万 | 2.66% | 76,202 | 31,578 | 70.8% | $128.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $275.24万 | 2.35% | 92,097 | -1,741 | -1.9% | -$5.20万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $256.31万 | 2.19% | 55,562 | -2,437 | -4.2% | -$11.24万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $168.58万 | 1.44% | 39,665 | -28 | -0.1% | -$1,190 | 减仓 |
| — | INNOVATOR ETFS TRUST | $154.15万 | 1.32% | 48,249 | 90 | 0.2% | $2,875 | 加仓 |
| — | INNOVATOR ETFS TRUST | $114.45万 | 0.98% | 33,730 | 33,730 | — | $114.45万 | 新建仓 |
| BOND | PIMCO ETF TR | $91.78万 | 0.78% | 9,946 | 19 | 0.2% | $1,753 | 加仓 |
| — | INNOVATOR ETFS TRUST | $84.96万 | 0.73% | 31,530 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $80.18万 | 0.69% | 18,599 | -555 | -2.9% | -$2.39万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $72.42万 | 0.62% | 9,462 | -1,808 | -16.0% | -$13.84万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $66.18万 | 0.57% | 12,400 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $62.09万 | 0.53% | 10,327 | -1,107 | -9.7% | -$6.66万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $58.87万 | 0.50% | 14,792 | -3,178 | -17.7% | -$12.65万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $52.97万 | 0.45% | 2,229 | -135 | -5.7% | -$3.21万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $51.12万 | 0.44% | 12,223 | -87 | -0.7% | -$3,639 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $49.16万 | 0.42% | 9,096 | -341 | -3.6% | -$1.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $47.35万 | 0.40% | 2,715 | -2,590 | -48.8% | -$45.17万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $47.23万 | 0.40% | 8,348 | -965 | -10.4% | -$5.46万 | 减仓 |
| QQQ | INVESCO QQQ TR | $47.19万 | 0.40% | 818 | -18 | -2.2% | -$1.04万 | 减仓 |
| CWB | SPDR SERIES TRUST | $46.90万 | 0.40% | 5,125 | 0 | 0.0% | — | 不变 |
| NOCT | INNOVATOR ETFS TRUST | $46.74万 | 0.40% | 8,292 | -838 | -9.2% | -$4.72万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $43.22万 | 0.37% | 10,037 | -2,095 | -17.3% | -$9.02万 | 减仓 |
| CAIE | CALAMOS ETF TR | $42.28万 | 0.36% | 16,818 | 16,818 | — | $42.28万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $42.11万 | 0.36% | 14,092 | -705 | -4.8% | -$2.11万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $41.88万 | 0.36% | 11,948 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $41.76万 | 0.36% | 9,776 | -786 | -7.4% | -$3.36万 | 减仓 |
| ESGU | ISHARES TR | $41.15万 | 0.35% | 2,910 | -31 | -1.1% | -$4,384 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.26万 | 0.34% | 6,283 | -609 | -8.8% | -$3.90万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $40.06万 | 0.34% | 11,870 | -106 | -0.9% | -$3,578 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.82万 | 0.34% | 14,434 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $39.73万 | 0.34% | 7,283 | -654 | -8.2% | -$3.57万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $37.05万 | 0.32% | 9,276 | -37 | -0.4% | -$1,478 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $35.95万 | 0.31% | 6,582 | -1,206 | -15.5% | -$6.59万 | 减仓 |
| GOOGL | ALPHABET INC | $35.83万 | 0.31% | 1,246 | -614 | -33.0% | -$17.66万 | 减仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $35.22万 | 0.30% | 11,133 | -695 | -5.9% | -$2.20万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.17万 | 0.29% | 525 | 189 | 56.2% | $12.30万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $31.94万 | 0.27% | 535 | -103 | -16.1% | -$6.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.62万 | 0.27% | 9,644 | -1,960 | -16.9% | -$6.43万 | 减仓 |
| IVV | ISHARES TR | $30.44万 | 0.26% | 466 | -12 | -2.5% | -$7,839 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $30.16万 | 0.26% | 499 | -4 | -0.8% | -$2,418 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.00万 | 0.26% | 9,215 | -463 | -4.8% | -$1.51万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $29.88万 | 0.26% | 6,696 | -1,549 | -18.8% | -$6.91万 | 减仓 |
| EFV | ISHARES TR | $29.79万 | 0.25% | 4,007 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $29.29万 | 0.25% | 512 | -233 | -31.3% | -$13.33万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $28.44万 | 0.24% | 5,487 | 5,487 | — | $28.44万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $27.25万 | 0.23% | 10,604 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.11万 | 0.23% | 9,434 | -1,827 | -16.2% | -$5.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $27.05万 | 0.23% | 919 | 26 | 2.9% | $7,652 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $26.16万 | 0.22% | 3,663 | -25 | -0.7% | -$1,785 | 减仓 |
| AAPL | APPLE INC | $26.10万 | 0.22% | 1,028 | -1,638 | -61.4% | -$41.59万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $25.00万 | 0.21% | 5,993 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.83万 | 0.20% | 7,618 | -69 | -0.9% | -$2,158 | 减仓 |
| ESGD | ISHARES TR | $23.44万 | 0.20% | 2,451 | 210 | 9.4% | $2.01万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $23.23万 | 0.20% | 3,093 | -242 | -7.3% | -$1.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.26万 | 0.19% | 693 | -1,423 | -67.2% | -$45.70万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $21.66万 | 0.19% | 5,975 | -660 | -9.9% | -$2.39万 | 减仓 |
| ESGE | ISHARES INC | $21.51万 | 0.18% | 4,731 | 4,731 | — | $21.51万 | 新建仓 |
| MSFT | MICROSOFT CORP | $21.08万 | 0.18% | 569 | -693 | -54.9% | -$25.67万 | 减仓 |
| IAU | ISHARES GOLD TR | $20.90万 | 0.18% | 2,371 | 2,371 | — | $20.90万 | 新建仓 |
| ICVT | ISHARES TR | $20.77万 | 0.18% | 2,040 | -13 | -0.6% | -$1,324 | 减仓 |
| IFRA | ISHARES TR | $20.36万 | 0.17% | 3,559 | -419 | -10.5% | -$2.40万 | 减仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -590 | -100.0% | -$29.66万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -781 | -100.0% | -$27.03万 | 清仓 |
| TMFC | RBB FD INC | $0 | 0.00% | 0 | -3,180 | -100.0% | -$22.82万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,952 | -100.0% | -$22.18万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -707 | -100.0% | -$21.54万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -1,074 | -100.0% | -$21.45万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,370 | -100.0% | -$20.99万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,071 | -100.0% | -$20.87万 | 清仓 |