Financial Freedom, LLC
CINCINNATI OH · SEC CIK 0001965484
$2.01亿2026Q1 申报市值
425持仓数
41.3%前十大占比 · 第一大 7.6%
94 / 12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
ISCF 加仓+$139.61万
UTES 新建仓+$108.16万
IYF 加仓+$92.64万
VCIT 加仓+$56.45万
FENI 加仓+$45.75万
2026Q1 卖出最多 按季末市值估算
VFH 减仓-$103.51万
XLE 减仓-$66.55万
XLF 减仓-$57.15万
VDE 减仓-$51.39万
EMGF 减仓-$48.77万
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 |
|---|---|---|---|---|---|---|---|---|
| CIBR | FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF | $0 | 0.00% | 0 | -1,796 | -100.0% | -$12.83万 | 清仓 |
| SPMD | SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF | $0 | 0.00% | 0 | -2,214 | -100.0% | -$12.82万 | 清仓 |
| HACK | AMPLIFY TR CYBERSECURITY ETF | $0 | 0.00% | 0 | -1,301 | -100.0% | -$10.46万 | 清仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $0 | 0.00% | 0 | -288 | -100.0% | -$3.79万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $0 | 0.00% | 0 | -159 | -100.0% | -$3.50万 | 清仓 |
| DWM | WISDOMTREE TR INTL EQUITY FD | $0 | 0.00% | 0 | -378 | -100.0% | -$2.60万 | 清仓 |
| SDY | SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$2.30万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -166 | -100.0% | -$1.03万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL | $0 | 0.00% | 0 | -284 | -100.0% | -$9,541 | 清仓 |
| — | WELLS FARGO CO NEW PERP PFD CNV A | $0 | 0.00% | 0 | -5 | -100.0% | -$6,060 | 清仓 |
| PFF | ISHARES TR PFD AND INCM SEC | $0 | 0.00% | 0 | -154 | -100.0% | -$4,780 | 清仓 |
| OGN | ORGANON &CO COMMON STOCK | $0 | 0.00% | 0 | -76 | -100.0% | -$545 | 清仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BEYOND MEAT INC | $88 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $157 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $211 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $235 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| BLKB | BLACKBAUD INC | $390 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $398 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $407 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $499 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $511 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $533 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $700 | 0.00% | 17 | 1 | 6.2% | $41 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $807 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $808 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $851 | 0.00% | 23 | 23 | — | $851 | 新建仓 |
| RDDT | REDDIT INC | $943 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $1,018 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1,056 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1,060 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,198 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $1,283 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $1,376 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1,562 | 0.00% | 47 | -232 | -83.2% | -$7,710 | 减仓 |
| ONON | ON HLDG AG | $1,633 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $1,798 | 0.00% | 10 | 10 | — | $1,798 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $1,829 | 0.00% | 26 | 26 | — | $1,829 | 新建仓 |
| USHY | ISHARES TR | $1,842 | 0.00% | 50 | 50 | — | $1,842 | 新建仓 |
| BB | BLACKBERRY LTD | $1,944 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $1,981 | 0.00% | 57 | 57 | — | $1,981 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1,989 | 0.00% | 38 | 38 | — | $1,989 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $2,022 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $2,085 | 0.00% | 7 | 7 | — | $2,085 | 新建仓 |
| SOLV | SOLVENTUM CORP | $2,090 | 0.00% | 32 | -2 | -5.9% | -$131 | 减仓 |
| ITA | ISHARES TR | $2,189 | 0.00% | 10 | 10 | — | $2,189 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,192 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $2,239 | 0.00% | 22 | 22 | — | $2,239 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,349 | 0.00% | 6 | 6 | — | $2,349 | 新建仓 |
| SUSL | ISHARES TR | $2,386 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2,415 | 0.00% | 108 | 108 | — | $2,415 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $2,570 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $2,613 | 0.00% | 56 | 1 | 1.8% | $47 | 加仓 |
| GOVT | ISHARES TR | $2,635 | 0.00% | 115 | 115 | — | $2,635 | 新建仓 |
| IFRA | ISHARES TR | $2,649 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $2,773 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| PAGP | PLAINS GP HLDGS L P | $2,895 | 0.00% | 119 | 119 | — | $2,895 | 新建仓 |
| NWL | NEWELL BRANDS INC | $2,905 | 0.00% | 847 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $2,937 | 0.00% | 33 | 33 | — | $2,937 | 新建仓 |
| GIS | GENERAL MILLS INC | $3,136 | 0.00% | 84 | 84 | — | $3,136 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $3,214 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $3,365 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $3,382 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $3,395 | 0.00% | 271 | 8 | 3.0% | $100 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $3,450 | 0.00% | 62 | 62 | — | $3,450 | 新建仓 |
| FISV | FISERV INC | $3,739 | 0.00% | 67 | 67 | — | $3,739 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $3,756 | 0.00% | 80 | 80 | — | $3,756 | 新建仓 |
| ES | EVERSOURCE ENERGY | $3,909 | 0.00% | 56 | 56 | — | $3,909 | 新建仓 |
| IJH | ISHARES TR | $3,969 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $4,049 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $4,051 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $4,201 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $4,225 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $4,318 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $4,665 | 0.00% | 50 | 50 | — | $4,665 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,757 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $4,866 | 0.00% | 101 | 101 | — | $4,866 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $4,875 | 0.00% | 297 | 297 | — | $4,875 | 新建仓 |
| VEEV | VEEVA SYS INC | $5,094 | 0.00% | 29 | 29 | — | $5,094 | 新建仓 |
| EIX | EDISON INTL | $5,122 | 0.00% | 70 | 70 | — | $5,122 | 新建仓 |
| MOAT | VANECK ETF TRUST | $5,222 | 0.00% | 54 | 54 | — | $5,222 | 新建仓 |
| DOW | DOW HLDGS INC | $5,315 | 0.00% | 128 | -55 | -30.1% | -$2,284 | 减仓 |
| GPC | GENUINE PARTS CO | $5,345 | 0.00% | 51 | 1 | 2.0% | $105 | 重新持有 |
| CRD/A | CRAWFORD &CO | $5,693 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $6,266 | 0.00% | 88 | 88 | — | $6,266 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $6,313 | 0.00% | 174 | 174 | — | $6,313 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $6,320 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $6,344 | 0.00% | 55 | 55 | — | $6,344 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $6,403 | 0.00% | 24 | 24 | — | $6,403 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $6,415 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $6,499 | 0.00% | 40 | 40 | — | $6,499 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $6,626 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $6,678 | 0.00% | 89 | 89 | — | $6,678 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $6,696 | 0.00% | 69 | 1 | 1.5% | $97 | 加仓 |
| USB | US BANCORP | $6,709 | 0.00% | 129 | 129 | — | $6,709 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $6,716 | 0.00% | 139 | -92 | -39.8% | -$4,445 | 减仓 |
| — | HONEYWELL INTL INC | $6,850 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6,935 | 0.00% | 26 | 26 | — | $6,935 | 新建仓 |
| QUAL | ISHARES TR | $6,965 | 0.00% | 36 | 36 | — | $6,965 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $6,977 | 0.00% | 97 | 97 | — | $6,977 | 新建仓 |