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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 76
减持 60
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
-$5.2M
3,800
-85%
减持
VCIT
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
-$2.7M
173,046
-18%
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$2.2M
22,093
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。
+112%
减持
AIQ
GLOBAL X FDS ARTIFICIAL ETF
-$2.1M
7,094
-88%
建仓
IGM
ISHARES TR EXPND TEC SC ETF
+$1.9M
20,481
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.4M
39,537
-41%
减持
VGT
VANGUARD WORLD FD INF TECH ETF
-$1.3M
15,177
-1%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$1.3M
26,338
-1%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$1.0M
46,391
-20%
增持
VCR
VANGUARD WORLD FD CONSUM DIS ETF
-$983.8K
19,944
+0%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
+$813.6K
82,291
+3%
减持
IYW
ISHARES US TECHNOLOGY ETF
-$760.9K
27,307
-5%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
-$617.3K
18,792
-1%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
-$606.9K
12,111
-38%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM
+$587.7K
5,771
+936%
增持
EMGF
ISHARES INC EMNG MKTS EQT
+$553.7K
12,188
+3258%
减持
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
-$552.7K
19,787
-18%
增持
VFMO
VANGUARD WELLINGTON FD US MOMENTUM FACTOR
+$528.4K
3,689
+1842%
减持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
-$523.5K
13,545
-30%
增持
IMTM
ISHARES TR MSCI INTL MOMENT
+$478.3K
125,789
+3%
建仓
IOO
ISHARES GLOBAL 100 ETF
+$443.6K
4,607
增持
XSMO
INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT
+$437.0K
9,017
+363%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$436.7K
16,791
-3%
减持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$430.1K
66,538
-14%
增持
VDE
VANGUARD WORLD FD ENERGY ETF
+$425.8K
23,655
+9%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$399.1K
11,418
-3%
减持
AAPL
APPLE INC
-$386.6K
11,258
-2%
减持
IVOG
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH
-$364.2K
2,915
-51%
减持
IJR
ISHARES CORE S&P SMALL-CAP E
-$329.0K
5,132
-32%
减持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$305.7K
1,934
-37%
减持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
-$296.2K
26,906
-29%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$294.9K
38,464
-1%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$287.7K
5,893
-31%
减持
NVDA
NVIDIA CORPORATION COM
-$284.1K
7,326
-9%
减持
ONEV
SPDR SER TR RUSSELL LOW VOL
-$276.8K
9,054
-20%
减持
VIOV
VANGUARD S&P SMALL-CAP 600 V
-$273.9K
2,040
-57%
减持
MSFT
MICROSOFT CORP
-$261.0K
4,761
-2%
增持
ISCF
ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF
+$231.0K
27,052
+28%
增持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
+$145.5K
19,313
+7%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$142.3K
13,735
+1%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$140.2K
4,361
-4%
增持
DTCR
GLOBAL X FDS DATA CTR &DIGIT
+$138.9K
9,118
+1505%
建仓
MAGS
LISTED FD TR ROUNDHILL MAGNIF
+$137.0K
2,987
建仓
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$132.6K
1,433
增持
IWP
ISHARES TR RUS MD CP GR ETF
-$115.1K
12,521
+0%
增持
JNJ
JOHNSON &JOHNSON COM
+$113.8K
5,258
+0%
增持
MCD
MCDONALD S CORP
+$112.1K
4,776
+0%
清仓
SDY
SPDR SER TR S&P DIVID ETF
-$106.1K
0
-100%
增持
MGC
VANGUARD MEGA CAP INDEX FUND
-$104.6K
10,137
+0%
减持
VIOO
VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS
-$104.2K
4,728
-11%
减持
ROBO
EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
-$97.1K
6,997
-14%
增持
PAVE
GLOBAL X FDS US INFR DEV ETF
-$92.1K
35,461
+0%
增持
—
EXXON MOBIL CORP COM
+$90.9K
7,531
+1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$86.5K
1,835
-64%
减持
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
-$85.8K
8,991
-14%
减持
IYG
ISHARES US FINANCIAL SERVICES ETF
-$85.7K
1,187
-48%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$82.6K
10,894
-1%
减持
PG
PROCTER AND GAMBLE CO COM
+$80.3K
41,255
-0%
减持
META
META PLATFORMS INC CLASS A COMMON STOCK
-$75.6K
905
-11%
建仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$74.3K
2,969
减持
AMZN
AMAZON.COM INC
-$72.5K
2,091
-2%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$67.5K
410
-31%
增持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
-$64.0K
4,472
+0%
减持
AVGO
BROADCOM INC COM
-$63.2K
330
-35%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$62.0K
78,675
-1%
增持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
-$56.4K
1,646
+0%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
-$52.8K
1,873
+0%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$52.3K
27,708
+1%
增持
ORCL
ORACLE CORP
-$51.0K
1,912
+0%
清仓
BUG
GLOBAL X FDS CYBRSCURTY ETF
-$46.8K
0
-100%
减持
MDYG
SPDR SER TR S&P 400 MDCP GRW
-$44.5K
3,323
-6%
减持
GOOG
ALPHABET INC CAP STK CL C
-$41.2K
964
-4%
增持
UFOX
ETF SER SOLUTIONS DEFIANCE CONNECT
-$40.5K
12,653
+4%
减持
VIS
VANGUARD WORLD FD INDUSTRIAL ETF
-$40.4K
2,526
-3%
减持
VPU
VANGUARD WORLD FD UTILITIES ETF
-$37.8K
1,689
-15%
减持
DIS
DISNEY WALT CO COM
-$37.4K
2,808
-1%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$35.7K
5,530
+0%
减持
BOTZ
GLOBAL X FDS RBTCS ARTFL INTE
-$35.5K
1,112
-47%
增持
IYF
ISHARES US FINANCIALS ETF
+$32.9K
6,511
+3%
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
-$32.5K
824
+0%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$32.3K
837
-2%
减持
INTC
INTEL CORP COM USD0.001
-$30.2K
4,153
-33%
增持
XHB
SPDR SER TR S&P HOMEBUILD
-$29.9K
3,990
+0%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
+$29.2K
970
+1%
增持
FDX
FEDEX CORP COM USD0.10
-$28.3K
771
+0%
建仓
QTUM
ETF SER SOLUTIONS DEFIANCE QUANT
+$26.8K
360
增持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$26.8K
7,895
+0%
增持
VONG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
-$26.4K
2,538
+0%
增持
MRK
MERCK &CO. INC COM
-$25.4K
2,721
+0%
增持
LOW
LOWES COMPANIES INC COM USD0.50
-$24.0K
1,780
+0%
增持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
+$22.8K
890
+0%
清仓
USIG
ISHARES TR USD INV GRDE ETF
-$21.5K
0
-100%
增持
HPQ
HP INC COM
+$21.2K
1,499
+141%
增持
CVX
CHEVRON CORP NEW COM
+$20.7K
880
+1%
清仓
BIV
VANGUARD BD INDEX FDS INTERMED TERM
-$19.8K
0
-100%
建仓
EUAD
SPINNAKER ETF SERIES SELECT STOXX EUROPE AEROSPACE DEFNSE ETF
+$19.4K
579
增持
GE
GE AEROSPACE COM NEW
+$19.1K
570
+0%
建仓
NLR
VANECK ETF TRUST URANIUM AND NUCL
+$19.1K
261
减持
VFH
VANGUARD WORLD FD FINANCIALS ETF
+$18.7K
53,757
-1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$17.9K
3,843
-11%
减持
FNCL
FIDELITY MSCI FINLS INDEX ETF
-$17.8K
7,241
-5%
增持
JPM
JPMORGAN CHASE &CO. COM
+$17.4K
2,914
+0%
减持
LIT
GLOBAL X LITHIUM AND BATTERY TECH ETF
-$16.8K
1,655
-17%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$14.6K
844
+0%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$13.5K
378
+1%
减持
FBND
FIDELITY TOTAL BOND ETF
-$13.4K
2,117
-14%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
-$12.5K
1,178
+0%
增持
CSCO
CISCO SYSTEMS INC
+$11.6K
4,125
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$11.5K
6,306
+1%
增持
MBB
ISHARES TR MBS ETF
+$11.3K
4,116
+1%
减持
IBB
ISHARES TR ISHARES BIOTECH
-$10.3K
101
-42%
增持
IAT
ISHARES TR US REGNL BKS ETF
-$10.3K
2,981
+1%
清仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$9.9K
0
-100%
增持
WMT
WALMART INC COM
-$9.9K
4,023
+0%
减持
AMGN
AMGEN INC
+$9.6K
231
-3%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
-$9.3K
3,486
-9%
增持
ITB
ISHARES TR US HOME CONS ETF
-$9.3K
1,242
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.3K
436
+0%
清仓
MKC
MCCORMICK &COMPANY INC COM NPV
-$8.2K
0
-100%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
-$8.0K
1,189
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$7.7K
135
+463%
增持
VTRS
VIATRIS INC COM
-$7.4K
2,049
+1%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$7.4K
2,197
+77%
增持
FLG
FLAGSTAR FINANCIAL INC COM NEW
+$6.7K
2,925
+0%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$6.5K
3,414
+1%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$6.4K
212
+89%
增持
CVS
CVS HEALTH CORPORATION COM USD0.01
+$6.1K
263
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$6.1K
1,858
+2%
增持
PM
PHILIP MORRIS INTERNATIONAL INC COM NPV
+$6.1K
153
+1%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$5.5K
2,286
+1%
增持
TECH
BIO-TECHNE CORP COM
-$5.4K
404
+0%
减持
TAN
INVESCO EXCH TRADED FD TR II SOLAR ETF
-$5.2K
544
-17%
增持
IWR
ISHARES TR RUS MID CAP ETF
-$4.9K
1,531
+0%
增持
SJM
SMUCKER J M CO COM NEW
+$4.8K
441
+3%
增持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
+$4.6K
1,102
+0%
减持
ICLN
ISHARES TR GL CLEAN ENE ETF
-$4.6K
199
-67%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.5K
800
+1%
减持
VHT
VANGUARD WORLD FD HEALTH CAR ETF
-$4.2K
10,606
-4%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$4.1K
1,944
+1%
增持
FXO
FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDO
-$4.0K
4,199
+0%
增持
MMM
3M CO
+$4.0K
219
+0%
增持
PFE
PFIZER INC
-$3.8K
4,052
+1%
增持
MO
ALTRIA GROUP INC
+$3.8K
442
+2%
增持
VDC
VANGUARD WORLD FD CONSUM STP ETF
+$3.7K
433
+0%
增持
ABBV
ABBVIE INC COM USD0.01
+$3.7K
110
+1%
增持
T
AT&T INC COM USD1
+$3.5K
636
+0%
减持
—
NXP SEMICONDUCTORS NV
-$3.5K
86
-9%
增持
HACK
AMPLIFY TR CYBERSECURITY ETF
-$3.4K
1,301
+0%
减持
IHF
ISHARES TR US HLTHCR PR ETF
+$3.2K
2,539
-7%
增持
TGT
TARGET CORP
-$3.2K
107
+1%
