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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 98
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
IMTM
ISHARES TR MSCI INTL MOMENT
+$2.4M
94,379
+152%
增持
VCIT
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
+$1.6M
199,660
+6%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$1.3M
27,557
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。
+44%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$1.3M
18,897
+46%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$652.2K
38,642
+6%
减持
VCR
VANGUARD WORLD FD CONSUM DIS ETF
+$545.1K
20,192
-0%
减持
VFH
VANGUARD WORLD FD FINANCIALS ETF
+$519.7K
54,180
-0%
减持
XLE
SELECT SECTOR SPDR TR ENERGY
-$494.7K
79,749
-3%
清仓
XSD
SPDR SER TR S&P SEMICNDCTR
-$470.4K
0
-100%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$431.9K
17,765
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$350.9K
41,500
+0%
增持
IVOG
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH
+$343.2K
4,385
+201%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
+$335.6K
78,200
+0%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$290.4K
0
-100%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$282.2K
61,049
+0%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$269.8K
1,080
-48%
增持
AAPL
APPLE INC
+$266.0K
11,793
+0%
增持
VO
VANGUARD MID-CAP INDEX FUND
+$246.0K
10,873
+0%
增持
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
+$245.0K
21,378
+6%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$241.0K
13,549
-0%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$226.2K
19,634
+8%
减持
MCD
MCDONALD S CORP
+$212.0K
4,743
-2%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$202.8K
27,017
-0%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$202.5K
1,747
-56%
增持
MGC
VANGUARD MEGA CAP INDEX FUND
+$184.9K
9,307
+6%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$180.9K
12,113
-2%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$170.6K
26,024
+3%
减持
VHT
VANGUARD WORLD FD HEALTH CAR ETF
+$165.2K
10,995
-0%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$148.2K
35,388
+0%
增持
ONEV
SPDR SER TR RUSSELL LOW VOL
+$136.4K
11,476
+0%
减持
FXO
FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDO
-$130.3K
4,825
-41%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$116.4K
10,111
+3%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
+$102.3K
19,888
-0%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$99.8K
69,548
-5%
减持
SDY
SPDR SER TR S&P DIVID ETF
-$99.5K
1,384
-41%
增持
IYF
ISHARES US FINANCIALS ETF
+$95.0K
5,442
+9%
增持
XHB
SPDR SER TR S&P HOMEBUILD
+$93.7K
3,984
+0%
增持
JNJ
JOHNSON &JOHNSON COM USD1.00
+$83.6K
5,225
+0%
减持
IWP
ISHARES TR RUS MD CP GR ETF
+$83.6K
12,572
-0%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$80.0K
7,581
+0%
增持
MSFT
MICROSOFT CORP
-$79.4K
4,915
+0%
减持
LOW
LOWES COMPANIES INC COM USD0.50
+$77.0K
1,778
-3%
清仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$67.9K
0
-100%
增持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
+$66.6K
1,671
+11%
增持
INTC
INTEL CORP COM USD0.001
-$65.0K
8,767
+0%
减持
VGT
VANGUARD WORLD FD INF TECH ETF
+$61.9K
15,274
-1%
增持
ORCL
ORACLE CORP
+$56.0K
1,908
+0%
增持
WMT
WALMART INC COM
+$55.9K
4,258
+0%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$48.2K
1,741
+0%
减持
VPU
VANGUARD WORLD FD UTILITIES ETF
+$47.8K
1,992
-1%
减持
VIS
VANGUARD WORLD FD INDUSTRIAL ETF
+$47.5K
2,610
-3%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
+$47.3K
958
+1%
增持
QCOM
QUALCOMM INC
-$46.0K
1,607
+0%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
+$44.8K
373
+1%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$42.7K
3,367
-1%
减持
DIS
DISNEY WALT CO COM
-$41.1K
2,824
-10%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$41.1K
39,542
-1%
清仓
USMV
ISHARES TR MSCI USA MIN VOL
-$40.3K
0
-100%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$38.8K
5,515
+0%
增持
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
+$38.6K
10,453
+0%
减持
FNCL
FIDELITY MSCI FINLS INDEX ETF
+$36.9K
7,607
-2%
增持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
+$35.8K
1,077
+0%
增持
VDE
VANGUARD WORLD FD ENERGY ETF
-$34.7K
21,496
+3%
减持
VIOO
VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS
+$34.3K
5,430
-4%
减持
XLRE
SELECT SECTOR SPDR TR RL EST SEL SEC
+$34.2K
11,333
-8%
减持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
-$33.1K
45,968
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$33.1K
434
+0%
建仓
FLG
NEW YORK CMNTY BANCORP INC COM NEW
+$32.8K
2,920
增持
MDYG
SPDR SER TR S&P 400 MDCP GRW
+$32.6K
3,547
+7%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$32.5K
1,872
+0%
增持
ITB
ISHARES TR US HOME CONS ETF
+$32.2K
1,232
+0%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
+$32.1K
4,387
-3%
清仓
—
NEW YORK COMMUNITY BANCORP INC COM USD0.01
-$28.2K
0
-100%
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$27.5K
7,858
+0%
减持
NVDA
NVIDIA CORPORATION COM
-$27.0K
6,936
-1%
增持
MRK
MERCK &CO. INC COM
-$26.7K
2,702
+0%
增持
JPM
JPMORGAN CHASE &CO. COM
+$26.2K
2,903
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$25.4K
6,215
+0%
减持
VIOV
VANGUARD S&P SMALL-CAP 600 V
+$25.1K
5,781
-5%
增持
CSCO
CISCO SYSTEMS INC
+$24.6K
4,082
+1%
清仓
OCSL
OAKTREE SPECIALTY LENDING CORP COM
-$22.9K
0
-100%
减持
CAT
CATERPILLAR INC COM
+$22.3K
410
-1%
减持
AIQ
GLOBAL X FDS ARTIFICIAL ETF
-$22.0K
64,362
-5%
增持
MBB
ISHARES TR MBS ETF
+$21.9K
4,466
+1%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$21.8K
27,313
+1%
减持
COST
COSTCO WHOLESALE CORP COM USD0.01
-$21.0K
17
-60%
增持
—
EXXON MOBIL CORP COM
+$20.8K
7,434
+1%
增持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
+$20.5K
1,316
+1%
减持
V
VISA INC
-$20.4K
67
-55%
增持
UFOX
ETF SER SOLUTIONS DEFIANCE CONNECT
+$19.9K
12,120
+0%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$19.8K
1,920
+1%
增持
FDX
FEDEX CORP COM USD0.10
-$19.4K
767
+0%
增持
IAT
ISHARES TR US REGNL BKS ETF
+$19.0K
2,941
+1%
增持
ONEY
SPDR SER TR RUSSELL YIELD
+$19.0K
2,168
+0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$18.9K
2,451
+1%
减持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$17.9K
1,595
-4%
增持
GE
GE AEROSPACE COM NEW
+$17.0K
569
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$15.8K
600
-6%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$15.4K
0
-100%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
+$15.4K
1,176
+1%
减持
VAW
VANGUARD WORLD FD MATERIALS ETF
+$15.3K
2,069
-6%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$13.8K
854
+0%
减持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
-$13.6K
18,137
-5%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$13.5K
1,172
+0%
清仓
SPLV
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL
-$13.3K
0
-100%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$13.2K
4,358
+0%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$13.1K
596
+0%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$12.6K
840
+0%
增持
AMZN
AMAZON.COM INC
-$12.0K
2,277
+1%
清仓
LUV
SOUTHWEST AIRLINES CO
-$11.9K
0
-100%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$11.2K
8,706
-1%
增持
LIT
GLOBAL X LITHIUM AND BATTERY TECH ETF
+$11.1K
2,299
+0%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$11.0K
1,527
+0%
清仓
JETS
ETF SER SOLUTIONS US GLB JETS
-$10.6K
0
-100%
增持
KO
COCA-COLA CO
+$10.3K
1,192
+1%
增持
FNDE
SCHWAB FUNDAMENTAL EM L/C
+$10.1K
3,460
+1%
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
+$8.4K
823
+0%
增持
MMM
3M CO
+$7.6K
218
+0%
增持
AVGO
BROADCOM INC COM
+$7.4K
621
+902%
增持
VONG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
+$7.4K
2,533
+0%
增持
VDC
VANGUARD WORLD FD CONSUM STP ETF
+$7.2K
426
+0%
增持
FNDC
SCHWAB STRATEGIC TR FUNDAMENTAL INTL
+$7.1K
1,939
+1%
增持
CVX
CHEVRON CORP NEW COM
-$6.9K
867
+1%
增持
LQD
ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF
+$6.4K
921
+1%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$6.2K
3,929
-5%
增持
FBND
FIDELITY TOTAL BOND ETF
+$6.2K
2,879
+1%
增持
PEP
PEPSICO INC
+$5.8K
929
+1%
增持
SPG
SIMON PROPERTY GROUP INC
+$5.8K
305
+1%
清仓
REMX
VANECK ETF TRUST RARE EARTH AND S
-$5.8K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$5.6K
1,213
+0%
增持
SJM
SMUCKER J M CO COM NEW
+$5.3K
429
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
+$5.2K
1,786
+0%
增持
PFE
PFIZER INC
+$5.0K
4,180
+1%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$4.7K
2,256
+1%
增持
SPHD
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL
+$4.7K
736
+1%
增持
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
+$4.5K
1,196
+1%
增持
USRT
ISHARES TR CRE U S REIT ETF
+$4.3K
505
+1%
增持
FMDE
FIDELITY ENHANCED MID CAP ETF
+$4.2K
1,484
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$3.9K
1,317
+2%
减持
IYG
ISHARES US FINANCIAL SERVICES ETF
+$3.6K
2,754
-6%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM
+$3.6K
556
+0%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$3.5K
221
+0%
增持
BND
VANGUARD BD INDEX FDS TOTAL BND MRKT
+$3.4K
925
+1%
增持
KMI
KINDER MORGAN INC COM USD0.01
+$3.2K
1,285
+1%
增持
WFC
WELLS FARGO CO NEW COM
-$3.2K
1,200
+0%
增持
PM
PHILIP MORRIS INTERNATIONAL INC COM NPV
+$3.2K
150
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.1K
787
+1%
增持
—
KELLANOVA COM
+$3.1K
131
+1%
增持
MDLZ
MONDELEZ INTL INC COM NPV
+$3.1K
357
+0%
增持
ABBV
ABBVIE INC COM USD0.01
+$2.9K
108
+1%
