Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/25 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 69
- 較 2025 年第 1 季 +6
- 總值
- $3.06 億
- 較 2025 年第 1 季 +$3,927 萬 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 195,687 | $5,948 萬 | 19.4% | −5,649−2.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 919,122 | $5,497 萬 | 18.0% | +35,778+4.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 368,965 | $2,103 萬 | 6.9% | −65,619−15.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 761,428 | $1,814 萬 | 5.9% | +172,834+29.4% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 818,515 | $1,809 萬 | 5.9% | +185,703+29.3% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 311,986 | $1,683 萬 | 5.5% | +50,612+19.4% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 150,820 | $1,034 萬 | 3.4% | −23,986−13.7% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 110,133 | $1,003 萬 | 3.3% | −7,416−6.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 113,805 | $902.2 萬 | 3.0% | +390+0.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 56,966 | $900.0 萬 | 2.9% | +618+1.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,140 | $782.3 萬 | 2.6% | +14,060+56.1% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 5,292 | $708.7 萬 | 2.3% | +55+1.1% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 56,836 | $623.1 萬 | 2.0% | −3,146−5.2% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 41,492 | $560.3 萬 | 1.8% | +589+1.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,258 | $560.0 萬 | 1.8% | +412+3.8% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 202,443 | $506.7 萬 | 1.7% | −9,674−4.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,999 | $432.4 萬 | 1.4% | +1,296+22.7% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 41,539 | $390.4 萬 | 1.3% | +14,047+51.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 105,345 | $303.1 萬 | 1.0% | −3,036−2.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,870 | $163.0 萬 | 0.5% | +21+0.7% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,170 | $162.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 5,060 | $160.7 萬 | 0.5% | −86−1.7% | 減碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 20,261 | $132.7 萬 | 0.4% | −2,671−11.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 6,771 | $120.1 萬 | 0.4% | +640+10.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,739 | $120.1 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,911 | $107.7 萬 | 0.4% | +616+14.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,398 | $95.4 萬 | 0.3% | +2,177+67.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,844 | $91.1 萬 | 0.3% | +154+4.2% | 加碼 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $88.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,812 | $82.9 萬 | 0.3% | +80+2.9% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $81.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,557 | $71.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,627 | $70.7 萬 | 0.2% | +10.0% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,770 | $64.9 萬 | 0.2% | +73+4.3% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,172 | $64.7 萬 | 0.2% | +84+7.7% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,133 | $62.2 萬 | 0.2% | +4,133 | 新進 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $59.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $57.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,250 | $57.3 萬 | 0.2% | +150+4.8% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,271 | $55.6 萬 | 0.2% | +8,271 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $54.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,149 | $54.9 萬 | 0.2% | +1,387+29.1% | 加碼 | – |
| TEAMAtlassian Corp | CL A | 2,636 | $53.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,975 | $50.0 萬 | 0.2% | +975+97.5% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,544 | $48.0 萬 | 0.2% | +3,544 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 2,492 | $46.3 萬 | 0.2% | +75+3.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 615 | $45.4 萬 | 0.1% | +134+27.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 573 | $45.1 萬 | 0.1% | +26+4.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 410 | $40.6 萬 | 0.1% | +22+5.7% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,703 | $40.5 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,255 | $40.0 萬 | 0.1% | +10+0.8% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,525 | $37.6 萬 | 0.1% | +1,525 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,333 | $36.3 萬 | 0.1% | +916+14.3% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.8 萬 | 0.1% | −1,399−16.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,118 | $35.4 萬 | 0.1% | 00.0% | 不變 | – |
| CRMSalesforce, Inc. | Stock | 1,208 | $32.9 萬 | 0.1% | −15−1.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,344 | $30.1 萬 | 0.1% | +378+9.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 590 | $28.7 萬 | 0.1% | +66+12.6% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 555 | $28.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,485 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,574 | $26.9 萬 | 0.1% | +2,574 | 新進 | – |
| CNXCConcentrix Corp | Stock | 4,584 | $24.2 萬 | 0.1% | +4,584 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,251 | $22.7 萬 | 0.1% | +1,251 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,526 | $22.6 萬 | 0.1% | +8,526 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,525 | $20.2 萬 | 0.1% | +2,525 | 新進 | – |
| CHPTChargePoint Holdings, Inc. | COM CL A | 50,000 | $3.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,902 | $32.2 萬 | 0.1% | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,158 | $21.7 萬 | 0.1% | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 2,054 | $20.6 萬 | 0.1% | – |