Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/28 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 67
- 較 2025 年第 3 季 −1
- 總值
- $3.57 億
- 較 2025 年第 3 季 +$2,442 萬 (+7.3%)
| 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 | 211,271 | $7,083 萬 | 19.8% | +10,582+5.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,054,707 | $6,321 萬 | 17.7% | +75,150+7.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 426,184 | $2,662 萬 | 7.4% | +28,680+7.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 735,499 | $1,929 萬 | 5.4% | −17,700−2.3% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 788,292 | $1,895 萬 | 5.3% | −7,990−1.0% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 299,176 | $1,781 萬 | 5.0% | −1,115−0.4% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 160,720 | $1,639 萬 | 4.6% | +26,379+19.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 190,269 | $1,465 萬 | 4.1% | +21,093+12.5% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 142,285 | $1,337 萬 | 3.7% | +15,009+11.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 57,656 | $1,075 萬 | 3.0% | +882+1.6% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 53,132 | $642.7 萬 | 1.8% | −3,429−6.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,116 | $628.4 萬 | 1.8% | −816−3.4% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 41,554 | $617.9 萬 | 1.7% | −34−0.1% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 77,488 | $590.7 萬 | 1.7% | +27,045+53.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,068 | $535.3 萬 | 1.5% | +56+0.5% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 202,043 | $506.7 萬 | 1.4% | −200−0.1% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 44,791 | $506.6 萬 | 1.4% | +44,791 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 52,750 | $494.6 萬 | 1.4% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,678 | $455.4 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 104,269 | $300.7 萬 | 0.8% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 7,758 | $243.4 萬 | 0.7% | +987+14.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,060 | $227.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,067 | $192.3 萬 | 0.5% | +197+6.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 10,170 | $174.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,961 | $144.5 萬 | 0.4% | +222+8.1% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,581 | $133.1 萬 | 0.4% | −1,226−6.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,518 | $105.4 萬 | 0.3% | +120+2.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,563 | $105.3 萬 | 0.3% | −41−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,893 | $100.4 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 3,100 | $97.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $92.9 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,812 | $83.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,311 | $80.5 萬 | 0.2% | +1+0.1% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,677 | $77.7 萬 | 0.2% | +120+4.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,627 | $76.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,133 | $69.4 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,496 | $64.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $61.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,271 | $60.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.8 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,740 | $59.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,149 | $58.5 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,950 | $56.9 萬 | 0.2% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $54.6 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,386 | $54.5 萬 | 0.2% | −106−4.3% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,544 | $52.8 萬 | 0.1% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 1,665 | $52.0 萬 | 0.1% | +1,665 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,255 | $46.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,440 | $41.0 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 1,508 | $40.9 萬 | 0.1% | −185−10.9% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,333 | $39.4 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 552 | $36.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 2,189 | $35.5 萬 | 0.1% | −332−13.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 700 | $35.2 萬 | 0.1% | −9−1.3% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,083 | $31.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,485 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 446 | $29.4 萬 | 0.1% | −165−27.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 307 | $26.5 萬 | 0.1% | −40−11.5% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 555 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 908 | $24.1 萬 | 0.1% | −259−22.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,251 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,525 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,609 | $20.6 萬 | 0.1% | +2,609 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 538 | $20.1 萬 | 0.1% | +538 | 新進 | – |
2025 年第 3 季之後清倉（5 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HAPNHappen, Inc. | COM NEW | 73,133 | $111.1 萬 | 0.3% | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,525 | $41.7 萬 | 0.1% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,339 | $24.9 萬 | 0.1% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,526 | $23.3 萬 | 0.1% | – |
| CNXCConcentrix Corp | Stock | 4,584 | $21.2 萬 | 0.1% | 歷史 |