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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 67
减持 51
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
XLE
SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF
-$1.1M
130,003
+68%
增持
VFMO
VANGUARD WELLINGTON FD US MOMENTUM FACTOR
+$882.8K
18,421
+34%
增持
DTCR
GLOBAL X FDS DATA CTR &DIGIT
+$853.3K
163,522
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。
+29%
清仓
GD
GENERAL DYNAMICS CORP COM
-$824.5K
0
-100%
增持
FBND
FIDELITY TOTAL BOND ETF
+$801.8K
27,963
+166%
减持
PG
PROCTER AND GAMBLE CO COM
-$690.0K
39,193
-5%
增持
QTUM
ETF SER SOLUTIONS DEFIANCE QUANT
+$616.5K
21,358
+30%
减持
XLF
SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$594.4K
51,857
-19%
增持
VCIT
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
+$590.1K
176,702
+5%
减持
IWY
ISHARES TR RUS TP200 GR ETF
-$483.2K
14,785
-12%
减持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$470.8K
19,201
-3%
增持
UFOX
ETF SER SOLUTIONS DEFIANCE CONNECT
+$446.9K
36,788
+19%
减持
VDE
VANGUARD WORLD FD ENERGY ETF
-$387.1K
20,754
-13%
减持
XLV
SELECT SECTOR SPDR TRUST STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
+$373.3K
38,846
-4%
增持
ISCF
ISHARES INTERNATIONAL SMALL CAP EQUITY FACTOR ETF
+$361.2K
38,673
+28%
减持
VCR
VANGUARD WORLD FD CONSUM DIS ETF
-$322.8K
18,337
-4%
增持
VHT
VANGUARD WORLD FD HEALTH CAR ETF
+$321.2K
9,443
+2%
减持
ORCL
ORACLE CORP
-$283.4K
1,311
-32%
减持
—
WILLIS TOWERS WATSON PLC COM USD0.000304635
-$259.8K
699
-51%
减持
MSFT
MICROSOFT CORP
-$248.2K
5,294
-2%
建仓
VTWG
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS200 GRW IDX ETF SHS
+$222.0K
941
减持
XMHQ
INVESCO EXCHANGE TRADED FD TR S&P MDCP QUALITY
-$213.5K
267
-88%
增持
IGM
ISHARES TR EXPND TEC SC ETF
+$207.5K
26,892
+4%
减持
VFH
VANGUARD WORLD FD FINANCIALS ETF
-$189.8K
48,719
-4%
建仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$186.6K
6,938
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$180.8K
2,601
+62%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$180.7K
11,716
-7%
清仓
IAT
ISHARES TR US REGNL BKS ETF
-$159.1K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$146.9K
431
+95%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$138.5K
12,725
-6%
增持
XSMO
INVESCO EXCHANGE TRADED FD TR S&P SMLCP MOMENT
+$130.4K
46,354
+6%
减持
MGC
VANGUARD MEGA CAP INDEX FUND
-$121.2K
9,128
-8%
增持
PPH
VANECK ETF TRUST PHARMACEUTCL ETF
+$116.9K
8,988
+0%
减持
META
META PLATFORMS INC CLASS A COMMON STOCK
-$116.0K
569
-15%
减持
IYF
ISHARES US FINANCIALS ETF
-$115.8K
8,717
-11%
减持
JNJ
JOHNSON &JOHNSON COM
+$92.3K
5,083
-2%
清仓
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL
-$92.1K
0
-100%
减持
SPMD
SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF
-$91.6K
2,214
-42%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$87.5K
2,004
增持
FNDE
SCHWAB FUNDAMENTAL EM L/C
+$84.4K
9,891
+31%
清仓
IMCB
ISHARES TR MRGSTR MD CP ETF
-$77.7K
0
-100%
增持
XMMO
INVESCO EXCHANGE TRADED FD TR S&P MDCP MOMNTUM
+$74.0K
6,743
+6%
增持
IMTM
ISHARES TR MSCI INTL MOMENT
+$70.0K
132,011
+1%
减持
IMCG
ISHARES TR MRGSTR MD CP GRW
-$69.5K
9,291
-5%
减持
VO
VANGUARD MID-CAP INDEX FUND
-$66.2K
10,330
-1%
减持
NVDA
NVIDIA CORPORATION COM
-$65.3K
7,872
-4%
增持
NANR
SPDR INDEX SHS FDS S&P NORTH AMER
+$65.3K
18,534
+0%
增持
—
EXXON MOBIL CORP COM
+$63.6K
7,678
+1%
增持
SCHP
SCHWAB STRATEGIC TR US TIPS ETF
+$60.0K
72,868
+5%
增持
MRK
MERCK &CO. INC COM
+$59.3K
2,753
+0%
减持
DRIV
GLOBAL X FDS AUTONMOUS EV ETF
-$58.1K
6,417
-27%
建仓
AKRE
PROFESSIONALLY MANAGED PORTFOLIOS AKRE FOCUS ETF
+$54.6K
833
清仓
AMAT
APPLIED MATERIALS INC COM USD0.01
-$51.2K
0
-100%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$50.4K
655
增持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$50.2K
707
+16%
减持
WM
WASTE MANAGEMENT INC
-$49.8K
117
-66%
建仓
—
TOTALENERGIES SE EUR2.5
+$47.0K
718
减持
EMGF
ISHARES INC EMNG MKTS EQT
-$46.2K
13,159
-8%
减持
AAPL
APPLE INC
+$43.4K
10,536
-5%
清仓
—
TOTAL ENERGIES SE
-$42.9K
0
-100%
增持
IOO
ISHARES GLOBAL 100 ETF
+$42.7K
6,296
+0%
增持
FDX
FEDEX CORP COM USD0.10
+$42.1K
780
+0%
减持
VIOO
VANGUARD ADMIRAL FDS INC S&P SMALLCAP 600 INDEX FD ETF SHS
-$41.0K
3,355
-10%
减持
PAVE
GLOBAL X FDS US INFR DEV ETF
-$40.6K
30,253
-3%
增持
CSCO
CISCO SYSTEMS INC
+$37.0K
4,205
+0%
增持
XLK
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$36.6K
6,181
+88%
增持
SPMO
INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM
+$35.8K
1,954
+20%
清仓
XTN
SPDR SER TR S&P TRANSN ETF
-$34.2K
0
-100%
减持
MCD
MCDONALD S CORP
-$33.6K
4,668
-3%
增持
XHB
SPDR SERIES TRUST STATE STREET S&P HOMEBUILDERS ETF
-$31.1K
3,996
+0%
减持
IYW
ISHARES US TECHNOLOGY ETF
+$31.0K
26,958
-1%
清仓
ABR
ARBOR REALTY TRUST INC COM
-$29.2K
0
-100%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
+$28.2K
24,801
-2%
减持
VAW
VANGUARD WORLD FD MATERIALS ETF
-$27.0K
2,146
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
-$26.9K
25,376
-1%
增持
VOT
VANGUARD MID-CAP GROWTH INDEX FUND
-$26.6K
1,820
+0%
减持
VTEB
VANGUARD MUN BD FDS TAX EXEMPT BD
-$26.2K
10,511
-5%
清仓
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
-$25.1K
0
-100%
增持
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$25.0K
1,652
+0%
减持
AMZN
AMAZON.COM INC
-$24.7K
1,882
-10%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$24.0K
640
+0%
增持
RTX
RTX CORPORATION COM USD1.00
+$23.9K
1,487
+0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
+$23.4K
3,910
+6%
清仓
EFV
ISHARES TR EAFE VALUE ETF
-$22.4K
0
-100%
增持
JPM
JPMORGAN CHASE &CO. COM
+$21.2K
2,928
+0%
清仓
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
-$19.0K
0
-100%
清仓
HSY
HERSHEY COMPANY COM USD1.00
-$18.7K
0
-100%
增持
LOW
LOWES COMPANIES INC COM USD0.50
-$17.9K
1,782
+0%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$16.4K
24,573
-0%
减持
VGT
VANGUARD WORLD FD INF TECH ETF
-$15.7K
14,889
-1%
减持
IBM
INTERNATIONAL BUS MACH CORP COM USD0.20
-$14.5K
881
-10%
增持
RSPU
INVESCO EXCHANGE TRADED FD TR S&P500 EQL UTL
-$14.4K
9,568
+0%
减持
TAN
INVESCO EXCH TRADED FD TR II SOLAR ETF
-$14.4K
14
-96%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$14.3K
4,379
+0%
增持
NFLX
NETFLIX INC
-$13.6K
520
+900%
增持
ITB
ISHARES TR US HOME CONS ETF
-$13.5K
1,255
+0%
建仓
PSIX
POWER SOLUTIONS INTERNATIONAL INC
+$13.4K
235
减持
CMCSA
COMCAST CORP
-$13.4K
639
-38%
减持
VCSH
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHS
-$13.0K
297
-35%
减持
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
+$12.7K
4,423
-1%
增持
WFC
WELLS FARGO CO NEW COM
+$11.7K
1,219
+0%
增持
FNCL
FIDELITY MSCI FINLS INDEX ETF
+$11.5K
7,231
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$11.3K
785
-19%
清仓
—
KELLANOVA COM
-$11.1K
0
-100%
减持
MMM
3M CO
-$10.9K
145
-34%
增持
TXN
TEXAS INSTRUMENTS INC COM USD1.00
-$10.8K
1,211
+1%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$10.8K
3,523
+0%
清仓
NEM
NEWMONT CORP COM ISIN #US6516391066 SEDOL #BJYKTV2
-$10.6K
0
-100%
减持
FMDE
FIDELITY ENHANCED MID CAP ETF
-$10.2K
1,212
-19%
减持
VZ
VERIZON COMMUNICATIONS INC
-$9.5K
220
-48%
清仓
COP
CONOCOPHILLIPS COM
-$9.5K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$9.3K
0
-100%
减持
CVX
CHEVRON CORP NEW COM
-$9.3K
849
-5%
增持
NLR
VANECK ETF TRUST URANIUM AND NUCL
+$8.9K
609
+24%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$8.8K
3,937
+1%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$8.7K
1,875
+0%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$8.7K
3,462
+0%
增持
XLY
SELECT SECTOR SPDR TRUST STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR
-$8.0K
19,830
+100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF
-$7.8K
1,796
+0%
减持
T
AT&T INC COM USD1
-$7.1K
438
-31%
增持
QCOM
QUALCOMM INC
+$7.0K
1,411
+0%
清仓
GPC
GENUINE PARTS CO COM USD1.00
-$6.9K
0
-100%
清仓
PSX
PHILLIPS 66
-$6.8K
0
-100%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$6.7K
28,396
+1%
清仓
—
BANK AMERICA CORP
-$6.4K
0
-100%
清仓
EOS
EATON VANCE ENHANCED EQUITY IN COM
-$6.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$6.2K
440
+0%
增持
VIS
VANGUARD WORLD FD INDUSTRIAL ETF
+$6.0K
2,533
+0%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$6.0K
1,774
+1%
清仓
LW
LAMB WESTON HLDGS INC COM
-$5.8K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$5.5K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$5.4K
3,137
+0%
增持
KO
COCA-COLA CO
+$5.3K
1,238
+1%
减持
VTV
VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR
-$5.1K
828
-5%
增持
BAC
BANK AMERICA CORP COM
+$4.9K
1,397
+0%
增持
PJP
INVESCO EXCHANGE TRADED FD TR PHARMACEUTICALS
+$4.7K
387
+0%
增持
LMT
LOCKHEED MARTIN CORP COM USD1.00
-$4.7K
386
+1%
增持
—
GARMIN LTD COM CHF10.00
-$4.6K
109
+1%
增持
VTRS
VIATRIS INC COM
+$4.5K
1,739
+0%
增持
VIOV
VANGUARD S&P SMALL-CAP 600 V
+$4.3K
1,463
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$4.3K
1,269
+2%
减持
MAGS
LISTED FD TR ROUNDHILL MAGNIF
+$4.1K
8,192
-1%
增持
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
-$4.0K
13,457
+0%
清仓
EWS
ISHARES MSCI SINGAPORE ETF
-$3.9K
0
-100%
增持
FENI
FIDELITY ENHANCED INTERNATIONAL ETF
+$3.9K
2,344
+1%
建仓
FSSL
FS SPECIALTY LENDING FD COM SH BEN INT
+$3.7K
263
减持
CAT
CATERPILLAR INC COM
-$3.7K
335
-18%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$3.7K
407
+0%
清仓
—
DUPONT DE NEMOURS INC COM
-$3.3K
0
-100%
增持
IYG
ISHARES US FINANCIAL SERVICES ETF
+$3.2K
1,144
+0%
