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Financial Freedom, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Freedom, LLC
报告期 2026-03-31 · CIK 0001965484
持仓数
426
前50大市值合计
$168.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 73
减持 50
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
VGT
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF
-$1.9M
19,648
-13%
建仓
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$1.7M
18,623
增持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
+$1.6M
184,645
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+17%
减持
XLRE
SELECT SECTOR SPDR TR RL EST SEL SEC
-$1.4M
105,580
-20%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$1.3M
12,998
+185%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$1.2M
59,203
-26%
减持
XLE
SELECT SECTOR SPDR TR ENERGY
+$750.4K
91,736
-1%
建仓
XLV
HEALTH CARE SELECT SECTOR SPDR
+$417.1K
3,240
增持
VDE
VANGUARD ENERGY INDEX FUND
+$355.9K
24,885
+0%
减持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
-$300.9K
20,412
-0%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$290.6K
44,834
+26%
减持
PG
PROCTER AND GAMBLE CO COM
-$287.2K
41,406
-1%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$271.1K
9,166
-7%
增持
AAPL
APPLE INC
-$263.9K
11,695
+0%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$260.7K
1,948
+692%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$242.9K
7,784
+265%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
-$209.5K
27,159
+1%
减持
IYG
ISHARES TRUST DOW JONES UNITED STATES FINANCIAL
-$204.8K
11,268
-9%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
-$201.9K
45,435
-1%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
+$198.8K
2,469
增持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$174.3K
84,156
+0%
增持
MCD
MCDONALD S CORP
-$173.3K
5,096
+0%
减持
XSD
SPDR SER TR S&P SEMICNDCTR
-$169.8K
4,937
-4%
增持
AIQ
GLOBAL X FDS ARTIFICIAL ETF
+$164.1K
17,491
+60%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$154.6K
5,879
-18%
减持
VHT
VANGUARD HEALTH CARE ETF
-$150.4K
10,582
-2%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$131.5K
3,018
增持
VB
VANGUARD SMALL-CAP INDEX FUND
-$131.3K
16,725
+1%
减持
MSFT
MICROSOFT CORP
-$122.8K
4,769
-0%
增持
ONEV
SPDR SER TR RUSSELL LOW VOL
+$108.4K
10,967
+14%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$98.8K
27,829
+0%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$94.5K
4,616
+22%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$90.7K
8,739
-5%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$89.7K
13,144
+1%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$86.3K
13,841
-0%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$76.8K
26,474
+1%
增持
—
EXXON MOBIL CORP
+$74.8K
6,838
+1%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$73.6K
5,941
-8%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$70.4K
12,919
-0%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
-$68.3K
8,657
+1%
建仓
MOAT
VANECK ETF TRUST MRNGSTR WDE MOAT
+$67.4K
889
减持
ISCF
ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF
-$63.2K
20,327
-6%
增持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
-$57.9K
37,771
+4%
减持
VPU
VANGUARD UTILITIES ETF
-$55.8K
2,041
-8%
清仓
SCHM
SCHWAB STRATEGIC TR US MID-CAP ETF
-$52.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$50.3K
514
+25%
减持
MGC
VANGUARD MEGA CAP INDEX FUND
-$49.0K
7,725
-1%
建仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$48.9K
673
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$48.5K
5,108
+0%
增持
JETS
ETF SER SOLUTIONS US GLB JETS
-$45.7K
13,193
+5%
减持
VAW
VANGUARD MATERIALS INDEX FUND
-$45.7K
2,323
-5%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$43.8K
3,053
-2%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$43.3K
5,684
+0%
减持
SDY
SPDR SER TR S&P DIVID ETF
-$42.7K
4,945
-1%
减持
LLY
ELI LILLY &CO COM
+$39.1K
590
-1%
减持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
-$37.4K
3,979
-1%
增持
RTX
RTX CORPORATION COM USD1.00
-$36.9K
1,457
+1%
减持
BHC
BAUSCH HEALTH COMPANIES INC COM NPV
-$36.2K
17,394
-22%
增持
VIOV
VANGUARD S&P SMALL-CAP 600 V
-$34.3K
7,068
+0%
增持
MRK
MERCK &CO. INC COM
-$33.6K
2,773
+0%
减持
LOW
LOWES COMPANIES INC COM USD0.50
-$32.9K
1,832
-0%
增持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$30.8K
4,179
+0%
增持
UFOX
ETF SER SOLUTIONS DEFIANCE NEXT
-$29.4K
12,702
+0%
增持
VIS
VANGUARD INDUSTRIALS ETF
-$29.3K
2,854
+0%
减持
DIS
DISNEY WALT CO COM
-$27.1K
3,006
-1%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
-$26.2K
26,418
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
-$25.0K
212
-18%
减持
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
-$24.9K
4,489
-10%
增持
ORCL
ORACLE CORP
-$24.7K
1,898
+0%
减持
FTNT
FORTINET INC COM USD0.001
-$24.2K
760
-16%
减持
PFE
PFIZER INC
-$23.0K
6,524
-0%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
-$22.9K
1,148
+1%
减持
LIT
GLOBAL X LITHIUM AND BATTERY TECH ETF
-$22.2K
1,629
-5%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$17.5K
364
+1%
增持
MBB
ISHARES TR MBS ETF
-$15.7K
4,299
+1%
增持
XHB
SPDR SER TR S&P HOMEBUILD
-$14.6K
3,977
+0%
减持
INTC
INTEL CORP COM USD0.001
+$14.3K
8,798
-1%
减持
TAN
INVESCO EXCH TRADED FD TR II SOLAR ETF
-$13.9K
654
-2%
清仓
WCLD
WISDOMTREE TR CLOUD COMPUTNG
-$13.6K
0
-100%
增持
PEP
PEPSICO INC
-$13.2K
906
+1%
减持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
-$12.9K
21,116
-4%
增持
CAT
CATERPILLAR INC COM
+$12.9K
464
+0%
减持
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
-$12.6K
1,015
-18%
增持
IBB
ISHARES TR ISHARES BIOTECH
+$11.9K
175
+133%
增持
QCOM
QUALCOMM INC
-$11.8K
1,589
+0%
增持
AMGN
AMGEN INC
+$11.2K
230
+1%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$10.7K
3,198
-1%
清仓
PINE
ALPINE INCOME PPTY TR INC COM
-$10.7K
0
-100%
增持
CVX
CHEVRON CORP NEW COM
+$10.6K
843
+1%
增持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
-$10.4K
406
+0%
增持
SJM
SMUCKER J M CO COM NEW
-$10.3K
423
+0%
清仓
SOXX
ISHARES TR ISHARES SEMICDTR
-$10.3K
0
-100%
增持
RIO
RIO TINTO ADR EACH REP 1 ORD
+$10.0K
257
+157%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
-$9.8K
6,578
-0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$9.8K
2,386
-3%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
-$9.4K
3,959
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
-$9.2K
2,394
-0%
清仓
DOC
HEALTHPEAK PROPERTIES INC COM
-$8.6K
0
-100%
增持
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$8.4K
1,128
+1%
增持
CSCO
CISCO SYSTEMS INC
+$7.7K
3,766
+0%
减持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
-$7.7K
4,135
-0%
增持
ONEY
SPDR SER TR RUSSELL YIELD
-$7.6K
2,141
+0%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
+$7.6K
1,064
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$7.5K
1,261
+1%
增持
AEP
AMERICAN ELEC PWR CO INC COM
-$7.3K
831
+0%
清仓
CI
THE CIGNA GROUP COM
-$7.2K
0
-100%
清仓
PTC
PTC INC
-$7.1K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
-$7.1K
1,670
+1%
增持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
+$7.0K
542
+58%
增持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
-$7.0K
861
+0%
增持
WM
WASTE MANAGEMENT INC
-$7.0K
339
+0%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$6.7K
2,900
+1%
清仓
TMUS
T-MOBILE US INC COM
-$6.7K
0
-100%
增持
TRV
TRAVELERS COMPANIES INC COM STK NPV
-$6.6K
654
+0%
增持
AMX
AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES
-$6.4K
1,579
+1%
清仓
FISV
FISERV INC COM STK USD0.01
-$6.3K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC COM USD0.01
-$5.8K
704
+0%
减持
—
VMWARE INC
-$5.7K
7
-85%
清仓
—
ARCONIC CORPORATION COM
-$5.4K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC COM USD0.01
-$5.3K
0
-100%
清仓
—
SPLUNK INC COM USD0.001
-$5.3K
0
-100%
清仓
—
NVENT ELECTRIC PLC COM USD0.01
-$5.3K
0
-100%
减持
KO
COCA-COLA CO
-$5.1K
1,158
-0%
清仓
GPN
GLOBAL PAYMENTS INC
-$5.0K
0
-100%
清仓
SNSR
GLOBAL X FDS INTERNET OF THNG
-$4.9K
0
-100%
增持
XTL
SPDR SER TR S&P TELECOM
-$4.9K
762
+0%
建仓
NDAQ
NASDAQ INC COM STK
+$4.9K
100
增持
BOTZ
GLOBAL X FDS RBTCS ARTFL INTE
+$4.9K
1,743
+31%
清仓
TFX
TELEFLEX INCORPORATED COM
-$4.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
-$4.7K
1,359
+0%
增持
VDC
VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF
-$4.7K
443
+1%
清仓
INDA
ISHARES TRUST ISHARES MSCI INDIA ETF USD
-$4.7K
0
-100%
减持
NFLX
NETFLIX INC
-$4.6K
52
-5%
建仓
—
CRISPR THERAPEUTICS AG COM CHF0.03
+$4.5K
100
增持
F
FORD MTR CO DEL COM
-$4.5K
1,787
+1%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$4.5K
292
+0%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$4.4K
881
+1%
增持
WMT
WALMART INC COM
+$4.3K
1,429
+0%
减持
IYF
ISHARES TRUST DJ US FINANCIAL
-$4.1K
4,747
-1%
减持
FDX
FEDEX CORP COM USD0.10
+$4.1K
758
-4%
减持
METV
LISTED FUND TRUST ROUNDHILL BALL METAVERSE ETF USD
-$3.5K
295
-51%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$3.4K
2,105
+2%
清仓
GM
GENERAL MTRS CO COM
-$3.4K
0
-100%
清仓
—
ARISTA NETWORKS INC COM USD0.0001
-$3.2K
0
-100%
增持
FXO
FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDO
+$3.2K
9,482
+1%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$3.1K
223
-1%
增持
NKE
NIKE INC CLASS B COM NPV
-$3.1K
212
+0%
增持
HPQ
HP INC COM
-$2.8K
594
+1%
减持
—
BROOKFIELD RENEWABLE CORP CLASS A SUBORDINATE VOTING SHARES ISIN #CA11284V1058 S
-$2.8K
278
-7%
增持
AVGO
BROADCOM INC COM
-$2.7K
83
+1%
