Freedom Day Solutions, LLC
HOUSTON TX · SEC CIK 0001467517
$4.52亿2026Q2 申报市值
134持仓数
46.4%前十大占比 · 第一大 27.8%
37 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVSU 新建仓+$559.92万
AVSD 新建仓+$337.12万
SPGI 新建仓+$281.07万
ANET 新建仓+$278.18万
MA 加仓+$259.72万
2026Q2 卖出最多 按季末市值估算
SPGI 清仓-$297.36万
FIX 减仓-$239.62万
DPZ 减仓-$98.80万
PFF 减仓-$97.99万
MCD 减仓-$96.47万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AVSD | AMERICAN CENTY ETF TR | $337.12万 | 0.75% | 42,201 | 42,201 | — | $337.12万 | 新建仓 |
| AME | AMETEK INC | $339.26万 | 0.75% | 14,022 | -173 | -1.2% | -$4.19万 | 减仓 |
| HEI | HEICO CORP NEW | $343.94万 | 0.76% | 9,656 | -33 | -0.3% | -$1.18万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $344.68万 | 0.76% | 15,934 | -482 | -2.9% | -$10.43万 | 减仓 |
| WMT | WALMART INC | $351.94万 | 0.78% | 31,074 | 963 | 3.2% | $10.91万 | 加仓 |
| EWJ | ISHARES INC | $352.14万 | 0.78% | 37,755 | -919 | -2.4% | -$8.57万 | 减仓 |
| IXUS | ISHARES TR | $371.30万 | 0.82% | 38,904 | -3,291 | -7.8% | -$31.41万 | 减仓 |
| KLAC | KLA CORP | $375.55万 | 0.83% | 12,447 | -2,343 | -15.8% | -$70.69万 | 减仓 |
| MLI | MUELLER INDS INC | $391.59万 | 0.87% | 31,855 | -576 | -1.8% | -$7.08万 | 减仓 |
| WMB | WILLIAMS COS INC | $395.68万 | 0.88% | 53,226 | -691 | -1.3% | -$5.14万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $412.92万 | 0.91% | 10,549 | -149 | -1.4% | -$5.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $413.09万 | 0.91% | 8,255 | 29 | 0.4% | $1.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $424.69万 | 0.94% | 4,540 | 27 | 0.6% | $2.53万 | 加仓 |
| BOXX | EA SERIES TRUST | $439.09万 | 0.97% | 37,500 | 8,675 | 30.1% | $101.58万 | 加仓 |
| PWR | QUANTA SVCS INC | $464.20万 | 1.03% | 6,447 | -107 | -1.6% | -$7.70万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $469.03万 | 1.04% | 53,887 | -2,170 | -3.9% | -$18.89万 | 减仓 |
| — | EXXON MOBIL CORP | $494.71万 | 1.09% | 36,185 | 4,819 | 15.4% | $65.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $508.86万 | 1.13% | 6,402 | -169 | -2.6% | -$13.43万 | 减仓 |
| DEM | WISDOMTREE TR | $517.60万 | 1.15% | 96,226 | 33,992 | 54.6% | $182.84万 | 加仓 |
| AVGO | BROADCOM INC | $534.41万 | 1.18% | 14,147 | -155 | -1.1% | -$5.86万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $546.67万 | 1.21% | 23,813 | 8,667 | 57.2% | $198.97万 | 重新持有 |
| LLY | ELI LILLY & CO | $557.57万 | 1.23% | 4,649 | 378 | 8.9% | $45.33万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $559.92万 | 1.24% | 63,253 | 63,253 | — | $559.92万 | 新建仓 |
| AMZN | AMAZON COM INC | $603.91万 | 1.34% | 25,338 | 1,090 | 4.5% | $25.98万 | 加仓 |
| GOOGL | ALPHABET INC | $607.15万 | 1.34% | 16,989 | -389 | -2.2% | -$13.90万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $609.22万 | 1.35% | 28,633 | 1,475 | 5.4% | $31.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $618.31万 | 1.37% | 30,902 | 440 | 1.4% | $8.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $635.08万 | 1.41% | 17,025 | 3,241 | 23.5% | $120.90万 | 加仓 |
| ASML | ASML HLDG NV | $648.75万 | 1.44% | 3,261 | -160 | -4.7% | -$31.83万 | 减仓 |
| PFF | ISHARES TR | $720.21万 | 1.59% | 236,211 | -32,140 | -12.0% | -$97.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $844.61万 | 1.87% | 98,796 | -4,769 | -4.6% | -$40.77万 | 减仓 |
| FIX | COMFORT SYS USA INC | $935.08万 | 2.07% | 4,718 | -1,209 | -20.4% | -$239.62万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,117.90万 | 2.47% | 123,130 | -1,205 | -1.0% | -$10.94万 | 减仓 |
| DTH | WISDOMTREE TR | $1,119.50万 | 2.48% | 206,894 | 23,592 | 12.9% | $127.66万 | 加仓 |
| USRT | ISHARES TR | $1,149.47万 | 2.54% | 172,982 | 6,272 | 3.8% | $41.68万 | 加仓 |
| AAPL | APPLE INC | $1,248.57万 | 2.76% | 43,149 | 5,244 | 13.8% | $151.74万 | 加仓 |
| — | EA SERIES TRUST | $1.26亿 | 27.78% | 3,130,043 | -6,261 | -0.2% | -$25.12万 | 减仓 |