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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,690.69万 | 13.06% | 1,124,058 | -61,856 | -5.2% | -$258.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,986.41万 | 11.10% | 486,503 | -26,075 | -5.1% | -$213.66万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,261.78万 | 9.08% | 875,410 | 2,650 | 0.3% | $9.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,245.30万 | 9.04% | 148,914 | -2,658 | -1.8% | -$57.93万 | 减仓 |
| EZM | WISDOMTREE TR | $2,154.33万 | 6.00% | 284,274 | -9,774 | -3.3% | -$74.07万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,922.55万 | 5.35% | 478,127 | -37,231 | -7.2% | -$149.71万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $1,578.04万 | 4.39% | 209,678 | 4,495 | 2.2% | $33.83万 | 加仓 |
| IVLU | ISHARES TR | $1,299.50万 | 3.62% | 310,737 | -14,769 | -4.5% | -$61.76万 | 减仓 |
| REET | ISHARES TR | $1,234.15万 | 3.44% | 446,830 | -22,315 | -4.8% | -$61.63万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,055.15万 | 2.94% | 143,871 | -17,355 | -10.8% | -$127.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,047.66万 | 2.92% | 270,084 | -18,112 | -6.3% | -$70.26万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $972.07万 | 2.71% | 227,828 | -29,603 | -11.5% | -$126.31万 | 减仓 |
| BOND | PIMCO ETF TR | $947.96万 | 2.64% | 102,805 | 625 | 0.6% | $5.76万 | 加仓 |
| — | GLOBAL X FDS | $591.38万 | 1.65% | 147,075 | -14,597 | -9.0% | -$58.69万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $390.03万 | 1.09% | 64,161 | -5,518 | -7.9% | -$33.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $374.14万 | 1.04% | 53,524 | -867 | -1.6% | -$6.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $371.47万 | 1.03% | 45,114 | -741 | -1.6% | -$6.10万 | 减仓 |
| AGGY | WISDOMTREE TR | $323.91万 | 0.90% | 74,496 | 655 | 0.9% | $2.85万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $312.40万 | 0.87% | 116,394 | 620 | 0.5% | $1.66万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $272.57万 | 0.76% | 22,907 | -2,797 | -10.9% | -$33.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $269.81万 | 0.75% | 60,822 | 749 | 1.2% | $3.32万 | 加仓 |
| AAPL | APPLE INC | $260.12万 | 0.72% | 8,990 | 158 | 1.8% | $4.57万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $236.30万 | 0.66% | 3,440 | -73 | -2.1% | -$5.01万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $227.02万 | 0.63% | 42,025 | -451 | -1.1% | -$2.44万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $223.81万 | 0.62% | 29,857 | -1,640 | -5.2% | -$12.29万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $218.16万 | 0.61% | 63,929 | 1,108 | 1.8% | $3.78万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $165.59万 | 0.46% | 15,576 | -1,864 | -10.7% | -$19.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $163.35万 | 0.45% | 20,967 | -159 | -0.8% | -$1.24万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $155.68万 | 0.43% | 30,734 | 5 | 0.0% | $253 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $155.23万 | 0.43% | 2,079 | 229 | 12.4% | $17.10万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $155.06万 | 0.43% | 34,962 | 14,926 | 74.5% | $66.20万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $144.48万 | 0.40% | 14,309 | -249 | -1.7% | -$2.51万 | 减仓 |
| MINO | PIMCO ETF TR | $136.85万 | 0.38% | 29,906 | -12 | -0.0% | -$549 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $114.38万 | 0.32% | 13,952 | 75 | 0.5% | $6,149 | 加仓 |
| IEFA | ISHARES TR | $111.92万 | 0.31% | 11,589 | -418 | -3.5% | -$4.04万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $110.88万 | 0.31% | 39,972 | -419 | -1.0% | -$1.16万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $97.98万 | 0.27% | 7,666 | -444 | -5.5% | -$5.67万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $94.90万 | 0.26% | 24,599 | 10,701 | 77.0% | $41.28万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $89.84万 | 0.25% | 24,387 | 338 | 1.4% | $1.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $88.32万 | 0.25% | 2,914 | -98 | -3.3% | -$2.97万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $82.30万 | 0.23% | 15,740 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $81.68万 | 0.23% | 24,138 | 1,709 | 7.6% | $5.78万 | 加仓 |
| — | DBX ETF TR | $80.22万 | 0.22% | 31,696 | -3,059 | -8.8% | -$7.74万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $79.98万 | 0.22% | 9,356 | -180 | -1.9% | -$1.54万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $77.10万 | 0.21% | 6,472 | -2,461 | -27.5% | -$29.32万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $76.61万 | 0.21% | 7,021 | -3,233 | -31.5% | -$35.28万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $68.43万 | 0.19% | 5,692 | 2,464 | 76.3% | $29.62万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $60.70万 | 0.17% | 7,047 | 75 | 1.1% | $6,461 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $60.14万 | 0.17% | 9,619 | 4,082 | 73.7% | $25.52万 | 加仓 |
| IVV | ISHARES TR | $57.44万 | 0.16% | 767 | 236 | 44.4% | $17.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $55.14万 | 0.15% | 7,739 | -321 | -4.0% | -$2.29万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.06万 | 0.14% | 2,680 | -1,173 | -30.4% | -$22.35万 | 减仓 |
| MTUM | ISHARES TR | $50.24万 | 0.14% | 1,465 | 630 | 75.4% | $21.60万 | 加仓 |
| IJH | ISHARES TR | $49.92万 | 0.14% | 6,474 | 620 | 10.6% | $4.78万 | 加仓 |
| QLC | FLEXSHARES TR | $49.57万 | 0.14% | 5,516 | 2,308 | 71.9% | $20.74万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $48.15万 | 0.13% | 13,018 | 5,536 | 74.0% | $20.48万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $47.59万 | 0.13% | 9,027 | 44 | 0.5% | $2,320 | 加仓 |
| NULG | NUSHARES ETF TR | $47.53万 | 0.13% | 4,060 | 6 | 0.1% | $702 | 加仓 |
| EES | WISDOMTREE TR | $47.52万 | 0.13% | 7,009 | 357 | 5.4% | $2.42万 | 加仓 |
| AGG | ISHARES TR | $46.35万 | 0.13% | 4,683 | -3,246 | -40.9% | -$32.13万 | 减仓 |
| — | KRANESHARES TRUST | $45.26万 | 0.13% | 16,071 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $45.18万 | 0.13% | 8,965 | 6 | 0.1% | $302 | 加仓 |
| DLS | WISDOMTREE TR | $44.48万 | 0.12% | 5,308 | -58 | -1.1% | -$4,860 | 减仓 |
| GLDM | WORLD GOLD TR | $43.99万 | 0.12% | 5,539 | 1,957 | 54.6% | $15.54万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $43.83万 | 0.12% | 4,621 | -3,167 | -40.7% | -$30.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $41.03万 | 0.11% | 2,051 | 300 | 17.1% | $6.00万 | 加仓 |
| GOOGL | ALPHABET INC | $41.03万 | 0.11% | 1,148 | 109 | 10.5% | $3.90万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $40.12万 | 0.11% | 4,602 | 239 | 5.5% | $2.08万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $39.39万 | 0.11% | 3,514 | -2,220 | -38.7% | -$24.89万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $39.32万 | 0.11% | 7,148 | 1,019 | 16.6% | $5.61万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $37.58万 | 0.10% | 1,227 | 128 | 11.6% | $3.92万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $36.49万 | 0.10% | 7,826 | 14 | 0.2% | $653 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $35.14万 | 0.10% | 6,555 | -1,734 | -20.9% | -$9.30万 | 减仓 |
| OEF | ISHARES TR | $33.88万 | 0.09% | 926 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $33.33万 | 0.09% | 8,201 | 102 | 1.3% | $4,145 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $32.48万 | 0.09% | 1,129 | -467 | -29.3% | -$13.44万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.34万 | 0.09% | 3,590 | 3,590 | — | $32.34万 | 新建仓 |
| MSFT | MICROSOFT CORP | $31.30万 | 0.09% | 839 | 100 | 13.5% | $3.73万 | 加仓 |
| IUSB | ISHARES TR | $31.29万 | 0.09% | 6,780 | 1,800 | 36.1% | $8.31万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $31.20万 | 0.09% | 1,596 | -816 | -33.8% | -$15.95万 | 减仓 |
| NUSC | NUSHARES ETF TR | $30.74万 | 0.09% | 5,897 | 10 | 0.2% | $521 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $30.30万 | 0.08% | 11,663 | -109 | -0.9% | -$2,832 | 减仓 |
| IGF | ISHARES TR | $29.80万 | 0.08% | 4,474 | 397 | 9.7% | $2.64万 | 加仓 |
| BIL | SPDR SERIES TRUST | $29.72万 | 0.08% | 3,243 | 3,243 | — | $29.72万 | 新建仓 |
| ESGE | ISHARES INC | $28.90万 | 0.08% | 5,284 | -382 | -6.7% | -$2.09万 | 减仓 |
| — | LISTED FDS TR | $28.07万 | 0.08% | 7,110 | 7,110 | — | $28.07万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $27.91万 | 0.08% | 379 | -69 | -15.4% | -$5.08万 | 重新持有 |
| EWJ | ISHARES INC | $26.58万 | 0.07% | 2,849 | -20 | -0.7% | -$1,866 | 减仓 |
| SSUS | STRATEGY SHS | $26.57万 | 0.07% | 4,804 | -99 | -2.0% | -$5,476 | 减仓 |
| DMXF | ISHARES TR | $26.50万 | 0.07% | 3,132 | 27 | 0.9% | $2,284 | 加仓 |
| ACWX | ISHARES TR | $24.77万 | 0.07% | 3,254 | 3,254 | — | $24.77万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $23.59万 | 0.07% | 2,943 | 27 | 0.9% | $2,164 | 加仓 |
| IVW | ISHARES TR | $23.12万 | 0.06% | 1,681 | -774 | -31.5% | -$10.64万 | 重新持有 |
| JMST | J P MORGAN EXCHANGE TRADED F | $22.72万 | 0.06% | 4,456 | 8 | 0.2% | $408 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $22.61万 | 0.06% | 1,221 | -231 | -15.9% | -$4.28万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $22.43万 | 0.06% | 4,792 | 294 | 6.5% | $1.38万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $22.22万 | 0.06% | 5,079 | -903 | -15.1% | -$3.95万 | 重新持有 |
| DYNF | BLACKROCK ETF TRUST | $22.14万 | 0.06% | 3,256 | -2,005 | -38.1% | -$13.64万 | 重新持有 |
| AMZN | AMAZON COM INC | $21.55万 | 0.06% | 904 | 904 | — | $21.55万 | 新建仓 |