Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 68
- 較 2025 年第 2 季 −1
- 總值
- $3.33 億
- 較 2025 年第 2 季 +$2,721 萬 (+8.9%)
| 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 | 200,689 | $6,586 萬 | 19.8% | +5,002+2.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 979,557 | $5,880 萬 | 17.7% | +60,435+6.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 397,504 | $2,382 萬 | 7.2% | +28,539+7.7% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 753,199 | $1,936 萬 | 5.8% | −8,229−1.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 796,282 | $1,854 萬 | 5.6% | −22,233−2.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 300,291 | $1,748 萬 | 5.2% | −11,695−3.7% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 134,341 | $1,337 萬 | 4.0% | +24,208+22.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 169,176 | $1,271 萬 | 3.8% | +18,356+12.2% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 127,276 | $1,133 萬 | 3.4% | +13,471+11.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 56,774 | $1,059 萬 | 3.2% | −192−0.3% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 56,561 | $669.9 萬 | 2.0% | −275−0.5% | 減碼 | – |
| NFLXNetflix Inc | Stock | 5,275 | $632.4 萬 | 1.9% | −17−0.3% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,932 | $609.4 萬 | 1.8% | −15,208−38.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 41,588 | $605.7 萬 | 1.8% | +96+0.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 11,012 | $570.4 萬 | 1.7% | −246−2.2% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 202,243 | $508.2 萬 | 1.5% | −200−0.1% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 50,443 | $503.5 萬 | 1.5% | +8,904+21.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,678 | $444.9 萬 | 1.3% | −321−4.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 104,269 | $301.3 萬 | 0.9% | −1,076−1.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 5,060 | $225.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,870 | $175.8 萬 | 0.5% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 10,170 | $169.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 6,771 | $164.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 19,807 | $137.4 萬 | 0.4% | −454−2.2% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,739 | $131.4 萬 | 0.4% | 00.0% | 不變 | – |
| HAPNHappen, Inc. | COM NEW | 73,133 | $111.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,604 | $101.1 萬 | 0.3% | −307−6.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,398 | $100.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,893 | $99.0 萬 | 0.3% | +49+1.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $91.3 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,812 | $79.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,310 | $78.6 萬 | 0.2% | +138+11.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,627 | $75.7 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $75.4 萬 | 0.2% | −150−4.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,557 | $75.1 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,740 | $70.5 萬 | 0.2% | −30−1.7% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,133 | $68.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $63.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $60.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,271 | $59.0 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,492 | $57.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,149 | $57.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $56.4 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,975 | $55.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,544 | $51.6 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 611 | $44.9 萬 | 0.1% | −4−0.7% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,525 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,255 | $41.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,693 | $41.6 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,521 | $40.3 萬 | 0.1% | −115−4.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,440 | $40.0 萬 | 0.1% | +322+6.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,333 | $39.7 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 552 | $37.7 萬 | 0.1% | −21−3.7% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 709 | $35.6 萬 | 0.1% | +119+20.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $32.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 347 | $32.1 萬 | 0.1% | −63−15.4% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,485 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,083 | $27.9 萬 | 0.1% | −261−6.0% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,167 | $27.7 萬 | 0.1% | −41−3.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 555 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,339 | $24.9 萬 | 0.1% | −235−9.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,251 | $23.7 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,526 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,525 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| CNXCConcentrix Corp | Stock | 4,584 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（1 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。