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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 85
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$3.3M
59,322
+113%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$2.3M
22,799
+75%
减持
XLRE
SELECT SECTOR SPDR TR RL EST SEL SEC
-$2.2M
34,190
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。
-68%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR
+$2.2M
19,213
+493%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$1.5M
27,442
+1%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$1.3M
74,329
+66%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$1.3M
9,009
+362%
增持
VCIT
VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF
+$1.2M
187,326
+1%
减持
XLE
SELECT SECTOR SPDR TR ENERGY
-$992.9K
87,060
-5%
增持
AIQ
GLOBAL X FDS ARTIFICIAL ETF
+$969.5K
46,190
+164%
减持
IYG
ISHARES TRUST DOW JONES UNITED STATES FINANCIAL
-$932.3K
4,520
-60%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$903.7K
39,952
-33%
减持
VDE
VANGUARD ENERGY INDEX FUND
-$685.6K
21,046
-15%
减持
VCR
VANGUARD CONSUMER DISCRETIONARY ETF
+$662.8K
20,230
-1%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$640.9K
10,960
+20%
减持
VFH
VANGUARD FINANCIALS INDEX FUND
+$640.8K
54,406
-0%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$573.0K
17,509
+5%
减持
VGT
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF
-$445.6K
15,922
-19%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$345.1K
33,305
+26%
增持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
+$316.7K
48,800
+29%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$309.1K
5,595
+21%
减持
MSFT
MICROSOFT CORP
+$253.1K
4,677
-2%
增持
AAPL
APPLE INC
+$251.5K
11,706
+0%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$236.0K
13,577
-2%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
+$208.9K
83,385
-1%
增持
MCD
MCDONALD S CORP
+$173.1K
5,112
+0%
增持
ONEV
SPDR SER TR RUSSELL LOW VOL
+$160.2K
11,452
+4%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
+$155.9K
42,693
-6%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$151.2K
12,679
-4%
减持
IWP
ISHARES TR RUS MD CP GR ETF
+$141.1K
12,648
-2%
减持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
-$137.7K
19,221
-9%
减持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
-$135.9K
903
-69%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$135.2K
1,790
+9%
增持
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
+$133.0K
3,740
+51%
增持
INTC
INTEL CORP COM USD0.001
+$130.0K
8,811
+0%
减持
—
EXXON MOBIL CORP
-$122.0K
6,821
-0%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$118.8K
5,691
+0%
减持
MGC
VANGUARD MEGA CAP INDEX FUND
+$117.3K
7,623
-1%
增持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
+$106.2K
4,189
+0%
增持
IJS
ISHARES S&P SMALLCAP 600 VALUE INDEX FUND
+$101.2K
3,996
+15%
减持
XSD
SPDR SER TR S&P SEMICNDCTR
+$82.9K
4,673
-5%
增持
XHB
SPDR SER TR S&P HOMEBUILD
+$76.2K
3,979
+0%
增持
JPM
JPMORGAN CHASE & CO
+$70.5K
2,747
+0%
增持
VIOO
VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS
+$68.3K
5,727
+0%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$68.2K
5,966
+0%
增持
IHF
ISHARES TR US HLTHCR PR ETF
+$63.0K
3,711
+0%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
+$60.2K
8,660
+0%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$58.8K
3,999
+1%
建仓
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$58.4K
2,204
增持
ISCF
ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF
+$58.2K
20,526
+1%
减持
VHT
VANGUARD HEALTH CARE INDEX FUND
+$55.4K
10,145
-4%
增持
QCOM
QUALCOMM INC
+$54.2K
1,595
+0%
增持
FXO
FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDO
+$53.8K
9,529
+0%
增持
IYF
ISHARES TRUST DJ US FINANCIAL
+$53.1K
4,777
+1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$52.8K
8,753
+0%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$51.6K
5,618
-4%
减持
PFE
PFIZER INC
-$50.2K
5,772
-12%
减持
VIS
VANGUARD INDUSTRIALS INDEX FUND
+$46.9K
2,737
-4%
增持
PG
PROCTER AND GAMBLE CO COM
+$45.9K
41,528
+0%
减持
IJR
ISHARES CORE S&P SMALL-CAP E
+$45.6K
6,852
-7%
增持
LIT
GLOBAL X LITHIUM AND BATTERY TECH ETF
+$44.3K
2,634
+62%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$44.3K
26,701
+1%
建仓
FMDE
FIDELITY ENHANCED MID CAP ETF
+$40.1K
1,469
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$39.3K
7,803
+0%
减持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$37.3K
1,897
-4%
清仓
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
-$37.0K
0
-100%
增持
FNCL
FIDELITY MSCI FINLS INDEX ETF
+$36.3K
5,063
+0%
减持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$32.2K
17,778
-5%
减持
SDY
SPDR SER TR S&P DIVID ETF
+$32.1K
4,808
-3%
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
+$31.8K
822
+0%
增持
ITB
ISHARES TR US HOME CONS ETF
+$28.8K
1,228
+0%
增持
MBB
ISHARES TR MBS ETF
+$27.7K
4,352
+1%
增持
LOW
LOWES COMPANIES INC COM USD0.50
+$27.2K
1,833
+0%
增持
IAT
ISHARES TR US REGNL BKS ETF
+$26.1K
2,868
+3%
增持
IHAK
ISHARES TR CYBERSECURITY
+$24.8K
3,572
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$24.6K
783
-53%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$24.3K
504
-52%
减持
LLY
ELI LILLY &CO COM
-$24.0K
503
-15%
清仓
IXC
ISHARES GLOBAL ENERGY ETF
-$21.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$21.3K
3,151
-1%
增持
ONEY
SPDR SER TR RUSSELL YIELD
+$20.6K
2,147
+0%
增持
A
AGILENT TECHNOLOGIES INC COM USD0.01
+$19.4K
705
+0%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$18.7K
1,163
+1%
增持
RTX
RTX CORPORATION COM USD1.00
+$18.6K
1,467
+1%
清仓
—
SPOTIFY TECHNOLOGY S.A. COM EUR0.000625
-$18.4K
0
-100%
清仓
MDB
MONGODB INC CL A
-$18.3K
0
-100%
减持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
+$18.0K
822
-5%
减持
T
AT&T INC COM USD1
-$17.4K
655
-65%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
+$17.3K
366
+1%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$17.2K
593
+0%
增持
BOTZ
GLOBAL X FDS RBTCS ARTFL INTE
+$16.7K
2,099
+20%
清仓
EQT
EQT CORP COM
-$16.4K
0
-100%
清仓
ZS
ZSCALER INC COM
-$16.3K
0
-100%
减持
VPU
VANGUARD UTILITIES INDEX FUND
+$16.3K
2,018
-1%
增持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
+$15.8K
4,203
+2%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$15.6K
3,925
-1%
增持
CVX
CHEVRON CORP NEW COM
-$15.5K
849
+1%
清仓
BA
BOEING CO
-$15.3K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
+$15.2K
1,783
+0%
减持
VAW
VANGUARD MATERIALS INDEX FUND
+$15.2K
2,190
-6%
减持
VIOV
VANGUARD S&P SMALL-CAP 600 V
+$14.9K
6,321
-11%
建仓
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
+$14.7K
546
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$14.6K
2,409
+1%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
+$14.5K
1,156
+1%
清仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$14.5K
0
-100%
增持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
+$13.5K
408
+0%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$13.3K
1,520
+0%
建仓
BIIB
BIOGEN INC COM USD0.0005
+$12.9K
50
清仓
—
PIONEER NATURAL RESOURCES CO COM USD0.01
-$12.1K
0
-100%
减持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
+$11.5K
1,331
-2%
增持
CSCO
CISCO SYSTEMS INC
-$11.1K
3,788
+1%
清仓
HP
HELMERICH &PAYNE INC COM USD0.10
-$11.0K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$10.8K
213
+0%
增持
SPG
SIMON PROPERTY GROUP INC
+$10.6K
293
+1%
减持
SNOW
SNOWFLAKE INC CL A
-$10.5K
7
-91%
减持
EPAM
EPAM SYS INC COM USD0.001
-$10.5K
55
-48%
减持
PYPL
PAYPAL HLDGS INC COM
-$10.3K
473
-30%
清仓
IZRL
ARK ETF TR ISRAEL INOVATE
-$9.9K
0
-100%
清仓
DDOG
DATADOG INC CL A COM
-$9.1K
0
-100%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$9.1K
894
+1%
减持
JETS
ETF SER SOLUTIONS US GLB JETS
+$8.7K
12,266
-7%
增持
FDX
FEDEX CORP COM USD0.10
-$8.5K
760
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.4K
363
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
-$8.2K
2,023
-15%
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
+$7.5K
5,124
+0%
减持
AMZN
AMAZON.COM INC
+$7.1K
1,926
-14%
增持
XTL
SPDR SER TR S&P TELECOM
+$7.0K
763
+0%
增持
FNDC
SCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF
+$6.6K
1,925
+2%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$6.5K
379
+0%
减持
MRK
MERCK &CO. INC COM
+$6.5K
2,678
-3%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$6.1K
231
-46%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$6.0K
1,195
+2%
减持
WMT
WALMART INC COM
-$5.9K
1,412
-1%
增持
HWM
HOWMET AEROSPACE INC COM
+$5.9K
740
+0%
增持
FNDE
SCHWAB FUNDAMENTAL EM L/C
+$5.8K
3,433
+3%
增持
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
+$5.6K
1,146
+2%
增持
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
+$5.4K
4,583
+2%
增持
—
BLACKROCK INC COM USD0.01
+$5.3K
32
+3%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$5.3K
1,275
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM
+$5.2K
555
+0%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$5.2K
833
+0%
增持
IVOG
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH
+$5.0K
561
+1%
增持
AMGN
AMGEN INC
+$4.9K
232
+1%
增持
WFC
WELLS FARGO CO NEW COM
+$4.9K
575
+1%
增持
BNY
BANK OF NEW YORK MELLON CORP COM USD0.01
+$4.6K
140
+126%
增持
KO
COCA-COLA CO
+$4.4K
1,175
+1%
增持
BAC
BANK AMERICA CORP COM
+$4.3K
671
+1%
清仓
SQ
BLOCK INC CL A
-$4.3K
0
-100%
减持
CAT
CATERPILLAR INC COM
-$4.1K
415
-11%
增持
USRT
ISHARES TR CRE U S REIT ETF
+$4.0K
495
+2%
