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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $22.68万 | 0.07% | 4,448 | 92 | 2.1% | $4,690 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.68万 | 0.06% | 3,916 | -46 | -1.2% | -$2,546 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $21.12万 | 0.06% | 1,440 | -1,088 | -43.0% | -$15.96万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $21.12万 | 0.06% | 4,498 | -620 | -12.1% | -$2.91万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $20.45万 | 0.06% | 2,916 | -194 | -6.2% | -$1.36万 | 减仓 |
| MTUM | ISHARES TR | $20.03万 | 0.06% | 835 | -66 | -7.3% | -$1.58万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,363 | -100.0% | -$39.60万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,613 | -100.0% | -$32.04万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,221 | -100.0% | -$30.89万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -868 | -100.0% | -$29.10万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,233 | -100.0% | -$26.66万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,292 | -100.0% | -$25.18万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,421 | -100.0% | -$24.76万 | 清仓 |
| GWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,719 | -100.0% | -$22.07万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -1,559 | -100.0% | -$21.34万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -977 | -100.0% | -$20.73万 | 清仓 |