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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $21.38万 | 0.06% | 2,216 | -1,276 | -36.5% | -$12.31万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $21.02万 | 0.06% | 5,797 | -1,868 | -24.4% | -$6.77万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.62万 | 0.06% | 4,257 | -921 | -17.8% | -$4.46万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $20.55万 | 0.06% | 4,098 | 4,098 | — | $20.55万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $20.55万 | 0.06% | 6,662 | 6,662 | — | $20.55万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.25万 | 0.06% | 3,393 | -1,840 | -35.2% | -$10.98万 | 重新持有 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -13,230 | -100.0% | -$45.01万 | 清仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -15,648 | -100.0% | -$41.00万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -6,746 | -100.0% | -$35.90万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -7,149 | -100.0% | -$35.77万 | 清仓 |
| — | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -5,909 | -100.0% | -$30.39万 | 清仓 |
| — | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -6,495 | -100.0% | -$29.45万 | 清仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,509 | -100.0% | -$28.90万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -3,877 | -100.0% | -$27.25万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,508 | -100.0% | -$26.08万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -5,655 | -100.0% | -$25.14万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -1,698 | -100.0% | -$24.75万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,916 | -100.0% | -$21.68万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,440 | -100.0% | -$21.12万 | 清仓 |