Freedom Investment Management, Inc.
SOUTH WINDSOR CT · SEC CIK 0001566653
$3.59亿2026Q2 申报市值
106持仓数
68.0%前十大占比 · 第一大 13.1%
7 / 13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
PNOV 加仓+$66.20万
SFLR 加仓+$41.28万
AVDS 加仓+$33.83万
SPHQ 新建仓+$32.34万
BIL 新建仓+$29.72万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$258.12万
DFUS 减仓-$213.66万
DFAE 减仓-$149.71万
AVSC 减仓-$127.28万
DFEV 减仓-$126.31万
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 |
|---|---|---|---|---|---|---|---|---|
| BAB | INVESCO EXCH TRADED FD TR II | $312.40万 | 0.87% | 116,394 | 620 | 0.5% | $1.66万 | 加仓 |
| AGGY | WISDOMTREE TR | $323.91万 | 0.90% | 74,496 | 655 | 0.9% | $2.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $371.47万 | 1.03% | 45,114 | -741 | -1.6% | -$6.10万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $374.14万 | 1.04% | 53,524 | -867 | -1.6% | -$6.06万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $390.03万 | 1.09% | 64,161 | -5,518 | -7.9% | -$33.54万 | 减仓 |
| — | GLOBAL X FDS | $591.38万 | 1.65% | 147,075 | -14,597 | -9.0% | -$58.69万 | 减仓 |
| BOND | PIMCO ETF TR | $947.96万 | 2.64% | 102,805 | 625 | 0.6% | $5.76万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $972.07万 | 2.71% | 227,828 | -29,603 | -11.5% | -$126.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,047.66万 | 2.92% | 270,084 | -18,112 | -6.3% | -$70.26万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,055.15万 | 2.94% | 143,871 | -17,355 | -10.8% | -$127.28万 | 减仓 |
| REET | ISHARES TR | $1,234.15万 | 3.44% | 446,830 | -22,315 | -4.8% | -$61.63万 | 减仓 |
| IVLU | ISHARES TR | $1,299.50万 | 3.62% | 310,737 | -14,769 | -4.5% | -$61.76万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $1,578.04万 | 4.39% | 209,678 | 4,495 | 2.2% | $33.83万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,922.55万 | 5.35% | 478,127 | -37,231 | -7.2% | -$149.71万 | 减仓 |
| EZM | WISDOMTREE TR | $2,154.33万 | 6.00% | 284,274 | -9,774 | -3.3% | -$74.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,245.30万 | 9.04% | 148,914 | -2,658 | -1.8% | -$57.93万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,261.78万 | 9.08% | 875,410 | 2,650 | 0.3% | $9.87万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,986.41万 | 11.10% | 486,503 | -26,075 | -5.1% | -$213.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,690.69万 | 13.06% | 1,124,058 | -61,856 | -5.2% | -$258.12万 | 减仓 |