Liberty Square Wealth Partners LLC 13F 持仓 · 2026年Q2
Liberty Square Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 140 只证券，申报市值合计 4.20 亿美元。前几大持仓：RDVY（16.62%）、SPYM（14.98%）、VOO（7.10%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TR EXCHANGE TRADED FD | $69.8M | 16.62% | 860,676 | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $62.9M | 14.98% | 715,906 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $29.8M | 7.10% | 43,380 | 减持 |
| 4 | AVDE | AMERICAN CENTY ETF TR | $26.4M | 6.28% | 295,581 | 增持 |
| 5 | AAPL | APPLE INC | $20.8M | 4.95% | 71,864 | 减持 |
| 6 | HYDB | ISHARES TR | $20.5M | 4.88% | 438,332 | 增持 |
| 7 | FSMD | FIDELITY COVINGTON TRUST | $18.8M | 4.49% | 356,575 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $17.2M | 4.09% | 23,334 | 增持 |
| 9 | CLSE | TRUST FOR PROFESSIONAL MANAG | $14.6M | 3.49% | 428,793 | 增持 |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $11.4M | 2.71% | 100,810 | 增持 |
| 11 | SCHD | SCHWAB STRATEGIC TR | $9.0M | 2.15% | 285,201 | 减持 |
| 12 | IQLT | ISHARES TR | $6.5M | 1.56% | 131,926 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $4.5M | 1.08% | 6,063 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $4.5M | 1.06% | 11,952 | 减持 |
| 15 | VB | VANGUARD INDEX FDS | $4.4M | 1.04% | 14,426 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $3.7M | 0.88% | 18,386 | 减持 |
| 17 | SMH | VANECK ETF TRUST | $3.3M | 0.80% | 5,101 | 增持 |
| 18 | VYM | VANGUARD WHITEHALL FDS | $3.1M | 0.73% | 19,402 | 增持 |
| 19 | DIVO | AMPLIFY ETF TR | $2.9M | 0.70% | 64,001 | 增持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.7M | 0.64% | 5,355 | 减持 |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $2.4M | 0.56% | 28,703 | 增持 |
| 22 | HDV | ISHARES TR | $2.3M | 0.55% | 84,000 | 增持 |
| 23 | IWY | ISHARES TR | $2.1M | 0.51% | 7,332 | 减持 |
| 24 | AMZN | AMAZON COM INC | $2.0M | 0.49% | 8,562 | 增持 |
| 25 | FNDF | SCHWAB STRATEGIC TR | $2.0M | 0.48% | 38,502 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR