Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/28 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 66
- 較 2025 年第 4 季 −1
- 總值
- $3.55 億
- 較 2025 年第 4 季 −$259.7 萬 (−0.7%)
| 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 | 219,258 | $7,034 萬 | 19.8% | +7,987+3.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,086,123 | $6,468 萬 | 18.2% | +31,416+3.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 440,860 | $2,825 萬 | 8.0% | +14,676+3.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 174,008 | $1,922 萬 | 5.4% | +13,288+8.3% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 745,202 | $1,844 萬 | 5.2% | −43,090−5.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 711,919 | $1,787 萬 | 5.0% | −23,580−3.2% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 280,077 | $1,749 萬 | 4.9% | −19,099−6.4% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 191,780 | $1,545 萬 | 4.4% | +1,511+0.8% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 148,916 | $1,487 萬 | 4.2% | +6,631+4.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 57,656 | $1,006 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 53,524 | $600.9 萬 | 1.7% | +392+0.7% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 41,069 | $584.9 萬 | 1.6% | −485−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 22,853 | $580.0 萬 | 1.6% | −263−1.1% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 93,717 | $553.2 萬 | 1.6% | +16,229+20.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 52,750 | $507.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 202,043 | $503.3 萬 | 1.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,678 | $434.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,047 | $408.9 萬 | 1.2% | −21−0.2% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 44,791 | $310.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 104,269 | $298.8 萬 | 0.8% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 7,758 | $222.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 5,060 | $188.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,012 | $180.0 萬 | 0.5% | −55−1.8% | 減碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,486 | $132.6 萬 | 0.4% | −95−0.5% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 10,170 | $131.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,961 | $129.3 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,518 | $108.3 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,797 | $99.5 萬 | 0.3% | −96−2.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,775 | $93.6 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,285 | $89.2 萬 | 0.3% | −278−6.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,100 | $89.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,677 | $76.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,479 | $75.6 萬 | 0.2% | −148−4.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,294 | $74.7 萬 | 0.2% | −17−1.3% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,812 | $68.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,429 | $65.6 萬 | 0.2% | −67−1.5% | 減碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,133 | $64.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,271 | $62.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $60.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,149 | $58.8 萬 | 0.2% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,740 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $54.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $54.7 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,950 | $52.5 萬 | 0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,386 | $51.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,544 | $50.1 萬 | 0.1% | 00.0% | 不變 | – |
| ADIAnalog Devices Inc | Stock | 1,508 | $48.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,665 | $46.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,440 | $41.9 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,255 | $38.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,489 | $35.1 萬 | 0.1% | −844−11.5% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,236 | $34.8 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,104 | $31.8 萬 | 0.1% | +21+0.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 555 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,485 | $30.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,496 | $27.4 萬 | 0.1% | +887+34.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 561 | $26.9 萬 | 0.1% | −139−19.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 250 | $24.9 萬 | 0.1% | −57−18.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,251 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 554 | $24.0 萬 | 0.1% | +2+0.4% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,525 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 948 | $23.2 萬 | 0.1% | +948 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 367 | $21.0 萬 | 0.1% | −79−17.7% | 減碼 | 歷史 |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 1,463 | $20.1 萬 | 0.1% | +1,463 | 新進 | – |
2025 年第 4 季之後清倉（3 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。