Freedom Investment Management, Inc.
SOUTH WINDSOR CT · SEC CIK 0001566653
$3.37亿2026Q1 申报市值
106持仓数
67.5%前十大占比 · 第一大 12.9%
4 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
REET 新建仓+$1,179.90万
GLOBAL X FDS 新建仓+$754.68万
BOND 加仓+$126.46万
AGGY 加仓+$41.49万
BAB 加仓+$39.91万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$714.43万
DFUS 减仓-$488.40万
DFEV 减仓-$335.34万
DFIC 减仓-$231.02万
AVDS 减仓-$156.70万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | $224.19万 | 0.67% | 42,476 | -836 | -1.9% | -$4.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $233.44万 | 0.69% | 60,073 | 3,581 | 6.3% | $13.92万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $251.66万 | 0.75% | 25,704 | 158 | 0.6% | $1.55万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $312.13万 | 0.93% | 115,774 | 14,805 | 14.7% | $39.91万 | 加仓 |
| AGGY | WISDOMTREE TR | $320.84万 | 0.95% | 73,841 | 9,550 | 14.9% | $41.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $326.16万 | 0.97% | 45,855 | -694 | -1.5% | -$4.94万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $339.67万 | 1.01% | 54,391 | -836 | -1.5% | -$5.22万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $394.24万 | 1.17% | 69,679 | 2,651 | 4.0% | $15.00万 | 加仓 |
| — | GLOBAL X FDS | $754.68万 | 2.24% | 161,672 | 161,672 | — | $754.68万 | 新建仓 |
| DFEV | DIMENSIONAL ETF TRUST | $921.09万 | 2.73% | 257,431 | -93,722 | -26.7% | -$335.34万 | 减仓 |
| BOND | PIMCO ETF TR | $942.92万 | 2.80% | 102,180 | 13,704 | 15.5% | $126.46万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,004.44万 | 2.98% | 161,226 | -5,074 | -3.1% | -$31.61万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,009.84万 | 3.00% | 288,196 | -18,322 | -6.0% | -$64.20万 | 减仓 |
| REET | ISHARES TR | $1,179.90万 | 3.50% | 469,145 | 469,145 | — | $1,179.90万 | 新建仓 |
| IVLU | ISHARES TR | $1,291.61万 | 3.83% | 325,506 | -14,325 | -4.2% | -$56.84万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $1,474.24万 | 4.38% | 205,183 | -21,809 | -9.6% | -$156.70万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,745.00万 | 5.18% | 515,358 | -26,937 | -5.0% | -$91.21万 | 减仓 |
| EZM | WISDOMTREE TR | $1,976.59万 | 5.87% | 294,048 | -7,471 | -2.5% | -$50.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,973.84万 | 8.83% | 151,572 | -7,748 | -4.9% | -$152.02万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,100.91万 | 9.20% | 872,760 | -65,022 | -6.9% | -$231.02万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,634.69万 | 10.79% | 512,578 | -68,876 | -11.8% | -$488.40万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,359.42万 | 12.94% | 1,185,914 | -194,350 | -14.1% | -$714.43万 | 减仓 |