13FBOX
LIBERTY SQUARE WEALTH PARTNERS LLC · 13F 持仓分析
期权收益计算器 机构排行

LIBERTY SQUARE WEALTH PARTNERS LLC

No.4744 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.20亿
环比变动 Q1 2026
+$6,143.8万+17.1%
持仓股票数
140
新买入
4
加仓
36
减仓
63
清仓
5
持股不变
37
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
F第一信托交易所交易基金RDVY
16.62%15.34%$6,976.6万86.1万股$5,498.7万80.5万股+5.5万股+6.87%加仓
S道富SPYM
14.98%14.3%$6,291.4万71.6万股$5,126.0万67.0万股+4.6万股+6.90%加仓
V先锋领航指数基金VOO
7.1%7.54%$2,979.4万4.3万股$2,701.2万4.5万股-1,824股-4.04%减仓
AVANTIS INTLNGG
6.28%6.22%$2,636.6万29.6万股$2,228.4万26.3万股+3.3万股+12.53%加仓
苹果AAPL
4.95%5.13%$2,079.5万7.2万股$1,839.5万7.2万股-616股-0.85%减仓
IiShares High Yield Systematic Bond ETFHYDB
4.88%5.12%$2,050.1万43.8万股$1,833.5万39.4万股+4.4万股+11.22%加仓
F富达Covington信托FSMD
4.49%3.96%$1,884.5万35.7万股$1,420.5万31.8万股+3.9万股+12.26%加仓
I景顺QQQ信托VOO
4.09%3.48%$1,718.3万2.3万股$1,245.9万2.2万股+1,748股+8.10%加仓
CCONVERGENCE LONG/SHORT EQUITY ETFCLSE
3.49%3.04%$1,463.7万42.9万股$1,089.4万38.7万股+4.2万股+10.76%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
2.71%2.66%$1,137.9万10.1万股$952.8万9.2万股+8,632股+9.36%加仓
S嘉信策略信托SCHD
2.15%2.54%$904.4万28.5万股$910.8万29.7万股-1.2万股-3.93%减仓
IiShares安硕信托IQLT
1.56%1.88%$653.7万13.2万股$674.3万14.6万股-1.4万股-9.56%减仓
SSPDR标普500 ETFSPY
1.08%1.16%$452.8万6,063股$416.9万6,410股-347股-5.41%减仓
微软MSFT
1.06%1.24%$445.8万1.2万股$444.5万1.2万股-55股-0.46%减仓
V先锋领航指数基金VB
1.04%1.1%$437.3万1.4万股$394.5万1.5万股-635股-4.22%减仓
英伟达NVDA
0.88%0.96%$367.9万1.8万股$345.0万2.0万股-1,398股-7.07%减仓
VanEck ETF信托SMH
0.8%0.55%$334.6万5,101股$195.5万5,099股+2股+0.04%加仓
V先锋领航白厅基金VYM
0.73%0.79%$306.6万1.9万股$284.9万1.9万股+165股+0.86%加仓
AAMPLIFY ETF TRDIVO
0.7%0.71%$292.5万6.4万股$255.1万5.7万股+7,132股+12.54%加仓
伯克希尔哈撒韦BRK.B
0.64%0.72%$268.0万5,355股$257.5万5,373股-18股-0.34%减仓
VVANGUARD S&P 500 GROWTH INDEX FUND ETF SHARESVOOG
0.56%0.57%$237.1万2.9万股$203.2万4,984股+2.4万股+475.90%加仓
IiShares安硕信托HDV
0.55%0.64%$230.2万8.4万股$227.9万1.7万股+6.7万股+400.36%加仓
IiShares安硕信托IWY
0.51%0.51%$213.1万7,332股$182.9万7,352股-20股-0.27%减仓
亚马逊AMZN
0.49%0.5%$204.1万8,562股$178.1万8,552股+10股+0.12%加仓
S嘉信策略信托SCHC
0.48%0.53%$203.1万3.9万股$188.9万3.9万股-113股-0.29%减仓
马拉松石油MPC
0.46%0.51%$192.5万7,530股$183.9万7,533股-3股-0.04%减仓
FFIDELITY D & D BANCORP INC COMFDBC
0.44%0.44%$186.4万3.6万股$156.9万3.6万股00.00%持仓不变
IiShares安硕信托IMCG
0.44%0.45%$184.0万1.9万股$163.0万2.1万股-1,965股-9.50%减仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
0.42%0.47%$176.8万4.6万股$170.0万5.2万股-5,978股-11.40%减仓
卡特彼勒CAT
0.4%0.31%$168.8万1,585股$112.3万1,585股00.00%持仓不变
Meta平台META
0.4%0.48%$167.2万2,969股$171.3万2,994股-25股-0.84%减仓
S道富SPYV
0.39%0.43%$164.1万2.7万股$152.8万2.7万股00.00%持仓不变
V先锋领航指数基金VTV
0.38%0.38%$158.5万7,273股$136.1万6,938股+335股+4.83%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.38%0.42%$158.0万1.7万股$150.0万1.9万股-1,300股-6.94%减仓
IiShares安硕·COREIJR
0.36%0.35%$149.8万1.0万股$125.5万1.0万股+4股+0.04%加仓
伯克希尔哈撒韦BRK.A
0.36%0.4%$149.8万2股$143.6万2股00.00%持仓不变
固安捷GWW
0.35%0.33%$146.9万1,080股$117.9万1,081股-1股-0.09%减仓
V先锋领航全球基金VGT
0.33%0.21%$139.6万1.2万股$76.1万1,090股+1.1万股+971.38%加仓
AMD超威AMD
0.33%0.15%$139.4万2,400股$54.9万2,700股-300股-11.11%减仓
SSPDR行业精选信托XLK
0.33%0.27%$138.2万7,256股$96.4万7,256股00.00%持仓不变
V先锋领航·MIDVO
0.31%0.32%$129.3万1.6万股$115.2万4,013股+1.2万股+300.00%加仓
S道富SPSM
0.31%0.33%$128.4万2.2万股$119.6万2.5万股-2,475股-10.00%减仓
S嘉信策略信托SCHM
0.3%0.41%$126.7万3.4万股$148.2万4.8万股-1.3万股-28.20%减仓
G通用动力VTI
0.3%0.31%$124.7万3,370股$111.9万3,487股-117股-3.36%减仓
V先锋领航指数基金VV
0.29%0.29%$120.4万3,501股$104.6万3,501股00.00%持仓不变
IiShares安硕·TR ISHARES SEMICDTRSOXX
0.26%0.16%$110.9万1,731股$56.9万1,731股00.00%持仓不变
PPL COMPPL
0.23%0.28%$97.5万2.7万股$101.6万2.7万股+250股+0.94%加仓
VVANECK IG FLOATING RATE ETFEMLC
0.23%0.29%$97.3万3.8万股$105.2万4.1万股-3,281股-7.95%减仓
礼来LLY
0.23%0.2%$97.2万810股$72.8万791股+19股+2.40%加仓
NNYLI MERGER ARBITRAGE ETFMNA
0.23%0.28%$95.8万2.6万股$101.9万2.8万股-1,783股-6.36%减仓

🧭 机构资金流板块热力图

净流出 净流入