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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 87
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
DTCR
GLOBAL X FDS DATA CTR &DIGIT
+$2.2M
126,808
+498%
增持
XSMO
INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT
+$1.5M
43,599
+71%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$1.4M
11,080
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。
-72%
增持
VFMO
VANGUARD WELLINGTON FD US MOMENTUM FACTOR
+$1.3M
13,780
+80%
增持
QTUM
ETF SER SOLUTIONS DEFIANCE QUANT
+$1.3M
16,449
+232%
增持
VGT
VANGUARD WORLD FD INF TECH ETF
+$1.3M
15,052
+0%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$1.2M
19,746
+5%
增持
UFOX
ETF SER SOLUTIONS DEFIANCE CONNECT
+$1.2M
30,829
+129%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$948.4K
25,330
-2%
减持
IWY
ISHARES TR RUS TP200 GR ETF
-$846.1K
16,728
-24%
减持
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
-$817.1K
2,295
-79%
增持
IGM
ISHARES TR EXPND TEC SC ETF
+$708.6K
25,931
+14%
增持
RSPU
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL
+$683.9K
9,522
+1372%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$647.7K
27,325
+1%
增持
AAPL
APPLE INC
+$549.8K
11,079
+0%
减持
VCR
VANGUARD WORLD FD CONSUM DIS ETF
+$521.8K
19,049
-2%
增持
MSFT
MICROSOFT CORP
+$488.9K
5,422
+16%
增持
FBND
FIDELITY TOTAL BOND ETF
+$394.1K
10,502
+425%
增持
IMTM
ISHARES TR MSCI INTL MOMENT
+$373.6K
130,798
+1%
增持
XLE
SELECT SECTOR SPDR TR ENERGY
+$358.3K
77,397
+0%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$306.2K
1,959
-60%
清仓
IVOG
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH
-$282.5K
0
-100%
减持
MBB
ISHARES TR MBS ETF
-$281.6K
1,145
-72%
减持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
-$239.6K
69,397
-12%
减持
PG
PROCTER AND GAMBLE CO COM
-$236.3K
41,046
-0%
增持
NVDA
NVIDIA CORPORATION COM
+$235.0K
8,219
+0%
减持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
-$218.5K
8,768
-56%
增持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
+$215.7K
1,417
+59%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
+$204.9K
16,266
-2%
增持
JNJ
JOHNSON &JOHNSON COM
+$170.4K
5,175
+0%
清仓
MDYG
SPDR SER TR S&P 400 MDCP GRW
-$169.6K
0
-100%
增持
VDE
VANGUARD WORLD FD ENERGY ETF
+$169.5K
23,839
+0%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$160.5K
40,527
-0%
增持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
+$160.3K
18,449
+1%
增持
FNDE
SCHWAB FUNDAMENTAL EM L/C
+$152.8K
7,530
+108%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
+$138.7K
13,577
-2%
减持
IJR
ISHARES CORE S&P SMALL-CAP E
-$133.6K
3,127
-32%
减持
VO
VANGUARD MID-CAP INDEX FUND
+$131.0K
10,432
-0%
增持
MAGS
LISTED FD TR ROUNDHILL MAGNIF
+$128.8K
8,267
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$123.5K
25,675
+0%
增持
ORCL
ORACLE CORP
+$120.3K
1,916
+0%
减持
MGC
VANGUARD MEGA CAP INDEX FUND
+$120.3K
9,889
-3%
增持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
+$111.2K
4,480
+0%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$109.1K
4,363
+0%
减持
PAVE
GLOBAL X FDS US INFR DEV ETF
+$106.0K
31,206
-1%
增持
IOO
ISHARES GLOBAL 100 ETF
+$102.4K
6,289
+4%
增持
AIQ
GLOBAL X FDS ARTIFICIAL ETF
+$97.7K
8,253
+16%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$94.9K
3,287
+0%
建仓
IETC
ISHARES U S ETF TR U.S. TECH INDEPD
+$89.9K
882
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$89.1K
24,645
-4%
增持
IYF
ISHARES US FINANCIALS ETF
+$88.9K
9,789
+3%
清仓
IHAK
ISHARES TR CYBERSECURITY
-$87.0K
0
-100%
增持
JPM
JPMORGAN CHASE &CO. COM
+$75.9K
2,924
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$72.4K
434
+768%
建仓
URA
GLOBAL X FDS GLOBAL X URANIUM
+$68.6K
1,439
减持
EMGF
ISHARES INC EMNG MKTS EQT
+$63.9K
14,271
-0%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$62.9K
3,844
-26%
减持
VHT
VANGUARD WORLD FD HEALTH CAR ETF
-$62.9K
9,234
-7%
减持
ISCF
ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF
+$61.4K
30,224
-1%
增持
MCD
MCDONALD S CORP
+$60.2K
4,805
+0%
清仓
FXO
FIRST TR EXCHANGE TRADED FD II FINANCIAL ALPHADEX FD USD ISIN #US33734X1357 SEDO
-$54.0K
0
-100%
减持
COIN
COINBASE GLOBAL INC COM CL A
-$53.5K
527
-20%
清仓
—
VERONA PHARMA SPON ADR EACH REP 8 ORD SHS
-$51.5K
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF
-$49.6K
1,890
-26%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$49.3K
737
+0%
增持
XHB
SPDR SER TR S&P HOMEBUILD
+$49.0K
3,994
+0%
增持
IWP
ISHARES TR RUS MD CP GR ETF
+$47.6K
12,535
+0%
增持
—
EXXON MOBIL CORP COM
+$42.9K
7,631
+1%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM
+$42.7K
6,357
+0%
减持
LLY
ELI LILLY &CO COM
-$42.1K
620
-6%
增持
VIS
VANGUARD WORLD FD INDUSTRIAL ETF
+$41.7K
2,530
+0%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$41.1K
28,183
+1%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF
+$40.4K
6,997
+0%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$38.9K
1,874
+0%
减持
MGK
VANGUARD MEGA CAP GROWTH INDEX FUND
-$38.8K
1,402
-15%
增持
NLR
VANECK ETF TRUST URANIUM AND NUCL
+$37.7K
492
+89%
建仓
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$37.4K
288
增持
ONEV
SPDR SERIES TRUST RUSSELL LOW VOL
+$37.2K
8,711
+0%
建仓
MSTR
STRATEGY INC COMMON STOCK CLASS A
+$37.1K
115
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$36.2K
1,630
+14%
减持
GE
GE AEROSPACE COM NEW
-$35.3K
371
-35%
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$34.1K
158
减持
VCIT
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
-$32.9K
168,930
-2%
减持
RTX
RTX CORPORATION COM USD1.00
+$31.7K
1,486
-0%
减持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
-$31.5K
875
-21%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
-$27.3K
1,203
+1%
减持
VYMI
VANGUARD WHITEHALL FDS INTL HIGH ETF
-$27.2K
67
-84%
增持
DIS
DISNEY WALT CO COM
-$26.4K
2,811
+0%
减持
VFH
VANGUARD WORLD FD FINANCIALS ETF
+$25.8K
51,000
-3%
增持
IMCG
ISHARES TR MRGSTR MD CP GRW
+$25.4K
9,806
+0%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$24.9K
9,914
-10%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$24.0K
13,393
+0%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$23.5K
639
+0%
建仓
SDY
SPDR SER TR S&P DIVID ETF
+$23.0K
164
增持
ICLN
ISHARES TR GL CLEAN ENE ETF
+$22.0K
1,593
+693%
增持
WMT
WALMART INC COM
+$21.7K
4,037
+0%
减持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$21.4K
1,651
-5%
减持
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
+$18.2K
8,969
-0%
增持
ITB
ISHARES TR US HOME CONS ETF
+$17.8K
1,253
+0%
减持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$17.7K
63,757
-3%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$16.9K
3,697
+0%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$16.8K
1,606
+0%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$15.3K
0
-100%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$15.2K
310
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.1K
439
+0%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
+$15.0K
384
+1%
增持
VIOV
VANGUARD S&P SMALL-CAP 600 V
+$14.6K
1,457
+0%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$14.2K
411
+0%
增持
MRK
MERCK &CO. INC COM
+$14.1K
2,747
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$14.0K
221
+2%
清仓
IEO
ISHARES TR US OIL GS EX ETF
-$13.9K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$13.7K
607
+1%
减持
FNCL
FIDELITY MSCI FINLS INDEX ETF
+$13.0K
7,213
-1%
减持
INTC
INTEL CORP COM USD0.001
+$12.8K
3,153
-24%
增持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
-$12.2K
976
+0%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$12.1K
1,764
-10%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
-$11.9K
728
-12%
增持
CVX
CHEVRON CORP NEW COM
+$11.6K
893
+1%
增持
ONEY
SPDR SER TR RUSSELL YIELD
+$11.5K
2,195
+0%
建仓
SSO
PROSHARES ULTRA S&P500
+$10.9K
97
增持
QCOM
QUALCOMM INC
+$10.4K
1,408
+0%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$10.4K
1,183
+0%
增持
IAT
ISHARES TR US REGNL BKS ETF
+$10.1K
3,028
+1%
清仓
—
AMEDISYS INC
-$9.8K
0
-100%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$9.6K
3,446
+0%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$9.3K
2,216
+0%
增持
PEP
PEPSICO INC
+$9.0K
961
+1%
减持
SPG
SIMON PROPERTY GROUP INC
+$8.5K
316
-0%
清仓
EEMV
ISHARES INC MSCI EMERG MRKT
-$8.2K
0
-100%
建仓
PFL
PIMCO INCOME STRATEGY FD COM
+$7.5K
875
增持
FDX
FEDEX CORP COM USD0.10
+$7.3K
777
+0%
增持
IWR
ISHARES TR RUS MID CAP ETF
+$7.2K
1,536
+0%
建仓
—
BANK AMERICA CORP
+$6.4K
5
建仓
—
WELLS FARGO CO NEW PERP PFD CNV A
+$6.2K
5
增持
BAC
BANK AMERICA CORP COM
+$6.1K
1,394
+0%
增持
AMX
AMERICA MOVIL SAB DE CV SPON ADS EACH REP 20 SER B SHARES
+$5.6K
1,679
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$5.6K
1,248
+0%
增持
LIT
GLOBAL X LITHIUM AND BATTERY TECH ETF
+$5.3K
287
+0%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$5.1K
2,321
+0%
增持
PJP
INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS
+$4.9K
386
+0%
增持
KO
COCA-COLA CO
-$4.8K
1,224
+1%
增持
WFC
WELLS FARGO CO NEW COM
+$4.8K
1,215
+0%
增持
IYG
ISHARES US FINANCIAL SERVICES ETF
+$4.8K
1,141
+0%
建仓
PFF
ISHARES TR PFD AND INCM SEC
+$4.8K
152
增持
SJM
SMUCKER J M CO COM NEW
+$4.6K
443
+0%
建仓
ILCG
ISHARES TR MORNINGSTAR GRWT
+$4.6K
44
增持
CMCSA
COMCAST CORP
-$4.3K
1,035
+0%
增持
—
GARMIN LTD COM CHF10.00
+$4.2K
108
+1%
增持
PPA
INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFN
+$4.2K
296
+0%
减持
PFE
PFIZER INC
+$4.0K
4,054
-1%
