Libra Wealth LLC
- SEC CIK
- 0001925385
- 最新申報
- 2026/8/6
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/6 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 70
- 較 2026 年第 1 季 +4
- 總值
- $3.91 億
- 較 2026 年第 1 季 +$3,638 萬 (+10.3%)
| 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 | 220,794 | $8,170 萬 | 20.9% | +1,536+0.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 1,092,189 | $6,442 萬 | 16.5% | +6,066+0.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 437,774 | $3,119 萬 | 8.0% | −3,086−0.7% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 173,101 | $2,160 萬 | 5.5% | −907−0.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 694,982 | $2,013 萬 | 5.1% | −16,937−2.4% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 720,506 | $1,996 萬 | 5.1% | −24,696−3.3% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 276,118 | $1,930 萬 | 4.9% | −3,959−1.4% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 185,718 | $1,792 萬 | 4.6% | −6,062−3.2% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 147,027 | $1,515 萬 | 3.9% | −1,889−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 57,978 | $1,160 萬 | 3.0% | +322+0.6% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 53,482 | $707.2 萬 | 1.8% | −42−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 23,936 | $692.6 萬 | 1.8% | +1,083+4.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 40,657 | $667.9 萬 | 1.7% | −412−1.0% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 105,375 | $537.9 萬 | 1.4% | +11,658+12.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,678 | $498.7 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 193,674 | $477.6 萬 | 1.2% | −8,369−4.1% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 44,850 | $449.8 萬 | 1.1% | +59+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,520 | $429.7 萬 | 1.1% | +473+4.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 52,886 | $377.6 萬 | 1.0% | +136+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 104,269 | $296.0 萬 | 0.8% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 8,319 | $293.9 萬 | 0.8% | +561+7.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,318 | $223.7 萬 | 0.6% | +258+5.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,214 | $188.7 萬 | 0.5% | +44+0.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,742 | $188.3 萬 | 0.5% | −270−9.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 17,766 | $153.0 萬 | 0.4% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 18,065 | $148.7 萬 | 0.4% | −421−2.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,440 | $122.9 萬 | 0.3% | +340+11.0% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,518 | $120.3 萬 | 0.3% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,630 | $117.8 萬 | 0.3% | +30+1.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,797 | $115.1 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,701 | $112.0 萬 | 0.3% | +416+9.7% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,610 | $108.5 萬 | 0.3% | −165−4.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 10,708 | $86.3 萬 | 0.2% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,479 | $84.5 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,851 | $80.2 萬 | 0.2% | +39+1.4% | 加碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,133 | $77.7 萬 | 0.2% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,950 | $75.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,429 | $70.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,271 | $69.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,799 | $66.2 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 2,536 | $63.8 萬 | 0.2% | +150+6.3% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 6,149 | $63.2 萬 | 0.2% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 1,683 | $63.2 萬 | 0.2% | +18+1.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,780 | $62.8 萬 | 0.2% | +40+2.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,531 | $60.8 萬 | 0.2% | +23+1.5% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,699 | $60.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,653 | $59.8 萬 | 0.2% | +109+3.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,165 | $59.4 萬 | 0.2% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,231 | $49.7 萬 | 0.1% | +127+3.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 636 | $46.8 萬 | 0.1% | −658−50.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,440 | $46.5 萬 | 0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 1,268 | $42.9 萬 | 0.1% | +13+1.0% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,539 | $39.0 萬 | 0.1% | +50+0.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 725 | $36.3 萬 | 0.1% | +164+29.2% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 515 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 559 | $35.5 萬 | 0.1% | +4+0.7% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,485 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 577 | $32.5 萬 | 0.1% | +210+57.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,850 | $30.0 萬 | 0.1% | +354+10.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,168 | $29.7 萬 | 0.1% | +220+23.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 268 | $28.5 萬 | 0.1% | +268 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,251 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 3,331 | $26.5 萬 | 0.1% | +3,331 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,525 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 1,463 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| PHParker-Hannifin Corp | Stock | 227 | $22.2 萬 | 0.1% | +227 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 538 | $22.0 萬 | 0.1% | +538 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 581 | $21.9 萬 | 0.1% | +581 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 226 | $21.1 萬 | 0.1% | −24−9.6% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 784 | $20.0 萬 | 0.1% | +784 | 新進 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。