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

LIBERTY WEALTH MANAGEMENT LLC

No.3183 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.04亿
环比变动 Q1 2026
+$355.0万+0.4%
持仓股票数
266
新买入
0
加仓
0
减仓
0
清仓
0
持股不变
266
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
DDimensional维度ETF信托DFAU
4.04%4.06%$3,247.0万71.9万股$3,247.0万71.9万股00.00%持仓不变
DDimensional维度ETF信托DFAC
3.9%3.92%$3,136.4万80.7万股$3,136.4万80.7万股00.00%持仓不变
IiShares安硕信托IVW
3.75%3.76%$3,011.6万26.6万股$3,011.6万26.6万股00.00%持仓不变
B贝莱德ETF信托DYNF
3.59%3.61%$2,888.8万49.6万股$2,888.8万49.6万股00.00%持仓不变
IiShares安硕信托IVV
3.58%3.6%$2,881.7万4.4万股$2,881.7万4.4万股00.00%持仓不变
DDimensional维度ETF信托DFCF
3.58%3.6%$2,877.5万68.1万股$2,877.5万68.1万股00.00%持仓不变
苹果AAPL
3.53%3.54%$2,837.3万11.2万股$2,837.3万11.2万股00.00%持仓不变
IiShares安硕·S&PIVE
3.39%3.4%$2,721.5万12.9万股$2,721.5万12.9万股00.00%持仓不变
IiShares安硕·MSCIQUAL
3.34%3.35%$2,685.4万14.0万股$2,685.4万14.0万股00.00%持仓不变
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
3.21%3.22%$2,577.9万70.1万股$2,577.9万70.1万股00.00%持仓不变
DDimensional维度ETF信托DFGX
2.53%2.54%$2,032.5万38.7万股$2,032.5万38.7万股00.00%持仓不变
IiShares安硕IEMG
2.32%2.33%$1,862.2万26.7万股$1,862.2万26.7万股00.00%持仓不变
英伟达NVDA
2.21%2.22%$1,773.9万10.2万股$1,773.9万10.2万股00.00%持仓不变
IiShares安硕信托IUSB
1.97%1.98%$1,583.5万34.3万股$1,583.5万34.3万股00.00%持仓不变
DDimensional维度ETF信托DFIC
1.94%1.95%$1,560.4万43.9万股$1,560.4万43.9万股00.00%持仓不变
G通用动力VTI
1.85%1.85%$1,484.0万4.6万股$1,484.0万4.6万股00.00%持仓不变
DDimensional维度ETF信托DFSD
1.84%1.85%$1,483.3万31.0万股$1,483.3万31.0万股00.00%持仓不变
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.79%1.8%$1,437.7万36.9万股$1,437.7万36.9万股00.00%持仓不变
DDimensional维度ETF信托DFLV
1.7%1.71%$1,365.7万38.2万股$1,365.7万38.2万股00.00%持仓不变
IiShares安硕信托EFV
1.51%1.52%$1,213.4万16.3万股$1,213.4万16.3万股00.00%持仓不变
应用材料AMAT
1.43%0.68%$1,147.3万1.6万股$542.4万1.6万股00.00%持仓不变
IiShares安硕信托MTUM
1.15%1.15%$923.3万3.8万股$923.3万3.8万股00.00%持仓不变
IiShares安硕信托TLH
1.1%1.11%$884.5万8.8万股$884.5万8.8万股00.00%持仓不变
V先锋领航国际股票指数基金VEU
1.07%1.08%$861.5万11.5万股$861.5万11.5万股00.00%持仓不变
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
1.04%1.05%$837.9万13.4万股$837.9万13.4万股00.00%持仓不变
B贝莱德ETF信托THRO
1.03%1.04%$829.1万22.9万股$829.1万22.9万股00.00%持仓不变
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
1%1%$801.4万24.9万股$801.4万24.9万股00.00%持仓不变
IiShares安硕·S&P 100 ETFIWO
0.98%0.98%$784.2万2.5万股$784.2万2.5万股00.00%持仓不变
DDimensional维度ETF信托DFEM
0.92%0.93%$742.8万21.5万股$742.8万21.5万股00.00%持仓不变
微软MSFT
0.89%0.9%$719.5万1.9万股$719.5万1.9万股00.00%持仓不变
B贝莱德ETF信托BAI
0.83%0.83%$667.1万20.2万股$667.1万20.2万股00.00%持仓不变
IiShares安硕信托EFG
0.8%0.81%$645.0万5.8万股$645.0万5.8万股00.00%持仓不变
I景顺QQQ信托VOO
0.71%0.72%$572.4万9,917股$572.4万9,917股00.00%持仓不变
DDimensional维度ETF信托DISV
0.7%0.7%$560.5万14.2万股$560.5万14.2万股00.00%持仓不变
亚马逊AMZN
0.7%0.7%$560.5万2.7万股$560.5万2.7万股00.00%持仓不变
ENPHASE ENERGY COMENPH
0.69%0.69%$553.3万14.6万股$553.3万14.6万股00.00%持仓不变
iShares安硕·MBSACGL
0.69%0.69%$550.9万5.8万股$550.9万5.8万股00.00%持仓不变
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.65%0.66%$524.6万2.9万股$524.6万2.9万股00.00%持仓不变
特斯拉TSLA
0.65%0.65%$524.2万1.4万股$524.2万1.4万股00.00%持仓不变
PPIMCO INCOME INSTLPIMIX
0.63%0.63%$507.1万47.0万股$507.1万47.0万股00.00%持仓不变
IiShares安硕信托IEFA
0.63%0.63%$502.8万5.5万股$502.8万5.5万股00.00%持仓不变
IiShares安硕信托GJS
0.62%0.62%$499.2万21.8万股$499.2万21.8万股00.00%持仓不变
V先锋领航指数基金VOO
0.61%0.61%$491.6万8,226股$491.6万8,226股00.00%持仓不变
V先锋领航债券指数基金BLV
0.6%0.61%$484.4万7.0万股$484.4万7.0万股00.00%持仓不变
SSPDR标普500 ETFSPY
0.58%0.58%$466.8万7,179股$466.8万7,179股00.00%持仓不变
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.58%0.58%$463.4万5.9万股$463.4万5.9万股00.00%持仓不变
V先锋领航斯科茨代尔基金VGLT
0.58%0.58%$462.5万8.4万股$462.5万8.4万股00.00%持仓不变
直觉外科ISRG
0.57%0.58%$460.6万9,992股$460.6万9,992股00.00%持仓不变
PPIMCO INCOME I3PIPNX
0.57%0.57%$458.6万42.5万股$458.6万42.5万股00.00%持仓不变
雪佛龙CVX
0.55%0.55%$440.0万2.1万股$440.0万2.1万股00.00%持仓不变

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