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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,359.42万 | 12.94% | 1,185,914 | -194,350 | -14.1% | -$714.43万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,634.69万 | 10.79% | 512,578 | -68,876 | -11.8% | -$488.40万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3,100.91万 | 9.20% | 872,760 | -65,022 | -6.9% | -$231.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2,973.84万 | 8.83% | 151,572 | -7,748 | -4.9% | -$152.02万 | 减仓 |
| EZM | WISDOMTREE TR | $1,976.59万 | 5.87% | 294,048 | -7,471 | -2.5% | -$50.22万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,745.00万 | 5.18% | 515,358 | -26,937 | -5.0% | -$91.21万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $1,474.24万 | 4.38% | 205,183 | -21,809 | -9.6% | -$156.70万 | 减仓 |
| IVLU | ISHARES TR | $1,291.61万 | 3.83% | 325,506 | -14,325 | -4.2% | -$56.84万 | 减仓 |
| REET | ISHARES TR | $1,179.90万 | 3.50% | 469,145 | 469,145 | — | $1,179.90万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1,009.84万 | 3.00% | 288,196 | -18,322 | -6.0% | -$64.20万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,004.44万 | 2.98% | 161,226 | -5,074 | -3.1% | -$31.61万 | 减仓 |
| BOND | PIMCO ETF TR | $942.92万 | 2.80% | 102,180 | 13,704 | 15.5% | $126.46万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $921.09万 | 2.73% | 257,431 | -93,722 | -26.7% | -$335.34万 | 减仓 |
| — | GLOBAL X FDS | $754.68万 | 2.24% | 161,672 | 161,672 | — | $754.68万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $394.24万 | 1.17% | 69,679 | 2,651 | 4.0% | $15.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $339.67万 | 1.01% | 54,391 | -836 | -1.5% | -$5.22万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $326.16万 | 0.97% | 45,855 | -694 | -1.5% | -$4.94万 | 减仓 |
| AGGY | WISDOMTREE TR | $320.84万 | 0.95% | 73,841 | 9,550 | 14.9% | $41.49万 | 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 |
| SPYG | SPDR SERIES TRUST | $251.66万 | 0.75% | 25,704 | 158 | 0.6% | $1.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $233.44万 | 0.69% | 60,073 | 3,581 | 6.3% | $13.92万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $224.19万 | 0.67% | 42,476 | -836 | -1.9% | -$4.41万 | 减仓 |
| AAPL | APPLE INC | $224.14万 | 0.67% | 8,832 | 61 | 0.7% | $1.55万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $211.41万 | 0.63% | 31,497 | -10 | -0.0% | -$671 | 减仓 |
| VOO | VANGUARD INDEX FDS | $209.92万 | 0.62% | 3,513 | 13 | 0.4% | $7,768 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $202.41万 | 0.60% | 62,821 | 351 | 0.6% | $1.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $165.65万 | 0.49% | 21,126 | -1,072 | -4.8% | -$8.41万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $163.48万 | 0.49% | 17,440 | 977 | 5.9% | $9.16万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $153.61万 | 0.46% | 30,729 | 1,160 | 3.9% | $5.80万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $145.49万 | 0.43% | 14,558 | 79 | 0.5% | $7,895 | 加仓 |
| MINO | PIMCO ETF TR | $135.14万 | 0.40% | 29,918 | 1,272 | 4.4% | $5.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.27万 | 0.36% | 1,850 | 219 | 13.4% | $14.24万 | 加仓 |
| IEFA | ISHARES TR | $108.70万 | 0.32% | 12,007 | 14 | 0.1% | $1,267 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $100.03万 | 0.30% | 13,877 | -210 | -1.5% | -$1.51万 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $98.19万 | 0.29% | 40,391 | -1,496 | -3.6% | -$3.64万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $96.98万 | 0.29% | 10,254 | 189 | 1.9% | $1.79万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $88.96万 | 0.26% | 8,110 | -252 | -3.0% | -$2.76万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $86.31万 | 0.26% | 8,933 | 204 | 2.3% | $1.97万 | 加仓 |
| — | DBX ETF TR | $85.62万 | 0.25% | 34,755 | 1,349 | 4.0% | $3.32万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $81.87万 | 0.24% | 20,036 | -937 | -4.5% | -$3.83万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $81.70万 | 0.24% | 24,049 | 143 | 0.6% | $4,858 | 加仓 |
| VB | VANGUARD INDEX FDS | $78.89万 | 0.23% | 3,012 | -150 | -4.7% | -$3.93万 | 减仓 |
| AGG | ISHARES TR | $78.71万 | 0.23% | 7,929 | 207 | 2.7% | $2.05万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $75.05万 | 0.22% | 15,740 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $73.53万 | 0.22% | 9,536 | -1,992 | -17.3% | -$15.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $66.31万 | 0.20% | 7,788 | -78 | -1.0% | -$6,641 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $65.34万 | 0.19% | 22,429 | -5,724 | -20.3% | -$16.67万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $55.02万 | 0.16% | 5,734 | -51 | -0.9% | -$4,894 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $51.65万 | 0.15% | 8,060 | -4,107 | -33.8% | -$26.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $51.21万 | 0.15% | 3,853 | -2,417 | -38.5% | -$32.13万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $50.76万 | 0.15% | 1,162 | -507 | -30.4% | -$22.15万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $49.21万 | 0.15% | 13,898 | -648 | -4.5% | -$2.29万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $45.01万 | 0.13% | 13,230 | -15 | -0.1% | -$510 | 减仓 |
| DLS | WISDOMTREE TR | $43.73万 | 0.13% | 5,366 | -150 | -2.7% | -$1.22万 | 减仓 |
| PYLD | PIMCO ETF TR | $41.00万 | 0.12% | 15,648 | -376 | -2.3% | -$9,851 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $40.92万 | 0.12% | 8,289 | -3,454 | -29.4% | -$17.05万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $40.90万 | 0.12% | 8,959 | 146 | 1.7% | $6,665 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $40.34万 | 0.12% | 2,412 | 42 | 1.8% | $7,024 | 加仓 |
| — | KRANESHARES TRUST | $39.98万 | 0.12% | 16,071 | -3,367 | -17.3% | -$8.38万 | 减仓 |
| IJH | ISHARES TR | $39.53万 | 0.12% | 5,854 | 1,044 | 21.7% | $7.05万 | 加仓 |
| EES | WISDOMTREE TR | $38.61万 | 0.11% | 6,652 | -378 | -5.4% | -$2.19万 | 减仓 |
| ACWV | ISHARES INC | $38.58万 | 0.11% | 3,228 | -155 | -4.6% | -$1.85万 | 减仓 |
| NULG | NUSHARES ETF TR | $36.87万 | 0.11% | 4,054 | -375 | -8.5% | -$3.41万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $36.56万 | 0.11% | 1,596 | 35 | 2.2% | $8,018 | 加仓 |
| IGIB | ISHARES TR | $35.90万 | 0.11% | 6,746 | -919 | -12.0% | -$4.89万 | 减仓 |
| IAGG | ISHARES TR | $35.77万 | 0.11% | 7,149 | -833 | -10.4% | -$4.17万 | 减仓 |
| IVV | ISHARES TR | $34.71万 | 0.10% | 531 | -326 | -38.0% | -$21.31万 | 减仓 |
| GLDM | WORLD GOLD TR | $33.20万 | 0.10% | 3,582 | 3,582 | — | $33.20万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $32.39万 | 0.10% | 4,363 | -853 | -16.4% | -$6.33万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $32.10万 | 0.10% | 7,812 | -724 | -8.5% | -$2.97万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $31.21万 | 0.09% | 5,537 | -258 | -4.5% | -$1.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $30.55万 | 0.09% | 1,751 | -193 | -9.9% | -$3.37万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $30.39万 | 0.09% | 5,909 | -63 | -1.1% | -$3,240 | 减仓 |
| GOOGL | ALPHABET INC | $29.86万 | 0.09% | 1,039 | 44 | 4.4% | $1.26万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $29.70万 | 0.09% | 6,129 | 156 | 2.6% | $7,560 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $29.60万 | 0.09% | 8,983 | -2,115 | -19.1% | -$6.97万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $29.45万 | 0.09% | 6,495 | -97 | -1.5% | -$4,399 | 减仓 |
| OEF | ISHARES TR | $29.45万 | 0.09% | 926 | 325 | 54.1% | $10.34万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $29.02万 | 0.09% | 11,772 | 11,772 | — | $29.02万 | 新建仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $28.90万 | 0.09% | 12,509 | -131 | -1.0% | -$3,026 | 减仓 |
| VOT | VANGUARD INDEX FDS | $28.28万 | 0.08% | 1,099 | -331 | -23.1% | -$8.52万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $27.98万 | 0.08% | 8,099 | 393 | 5.1% | $1.36万 | 加仓 |
| MSFT | MICROSOFT CORP | $27.38万 | 0.08% | 739 | 115 | 18.4% | $4.26万 | 加仓 |
| IGF | ISHARES TR | $27.32万 | 0.08% | 4,077 | -829 | -16.9% | -$5.55万 | 减仓 |
| IEUR | ISHARES TR | $27.25万 | 0.08% | 3,877 | -911 | -19.0% | -$6.40万 | 减仓 |
| NUSC | NUSHARES ETF TR | $26.53万 | 0.08% | 5,887 | -550 | -8.5% | -$2.48万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $26.22万 | 0.08% | 7,482 | -352 | -4.5% | -$1.23万 | 减仓 |
| EFV | ISHARES TR | $26.08万 | 0.08% | 3,508 | -441 | -11.2% | -$3.28万 | 减仓 |
| ESGE | ISHARES INC | $25.76万 | 0.08% | 5,666 | -643 | -10.2% | -$2.92万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.26万 | 0.07% | 7,665 | 853 | 12.5% | $2.81万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $25.14万 | 0.07% | 5,655 | -33 | -0.6% | -$1,467 | 减仓 |
| QLC | FLEXSHARES TR | $25.07万 | 0.07% | 3,208 | -151 | -4.5% | -$1.18万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $24.88万 | 0.07% | 5,178 | -2,276 | -30.5% | -$10.94万 | 减仓 |
| IWS | ISHARES TR | $24.75万 | 0.07% | 1,698 | -30 | -1.7% | -$4,372 | 减仓 |
| EWJ | ISHARES INC | $24.23万 | 0.07% | 2,869 | 273 | 10.5% | $2.31万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $23.47万 | 0.07% | 1,452 | -672 | -31.6% | -$10.86万 | 减仓 |
| DMXF | ISHARES TR | $23.43万 | 0.07% | 3,105 | -3,088 | -49.9% | -$23.30万 | 重新持有 |
| IUSB | ISHARES TR | $23.00万 | 0.07% | 4,980 | -4,739 | -48.8% | -$21.89万 | 减仓 |
| SSUS | STRATEGY SHS | $22.89万 | 0.07% | 4,903 | 0 | 0.0% | — | 不变 |