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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $147.29万 | 0.73% | 4,591 | 168 | 3.8% | $5.39万 | 加仓 |
| IWP | ISHARES TR | $150.14万 | 0.75% | 11,719 | 3 | 0.0% | $384 | 加仓 |
| PAVE | GLOBAL X FDS | $152.10万 | 0.76% | 29,934 | -319 | -1.1% | -$1.62万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $153.53万 | 0.76% | 33,653 | 5,690 | 20.3% | $25.96万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $162.94万 | 0.81% | 19,397 | 863 | 4.7% | $7.25万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $193.90万 | 0.97% | 72,868 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $195.21万 | 0.97% | 16,591 | 7,874 | 90.3% | $92.64万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $198.87万 | 0.99% | 40,281 | -11,576 | -22.3% | -$57.15万 | 减仓 |
| MSFT | MICROSOFT CORP | $200.31万 | 1.00% | 5,411 | 117 | 2.2% | $4.33万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $206.07万 | 1.03% | 18,909 | -921 | -4.6% | -$10.04万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $238.33万 | 1.19% | 22,212 | 854 | 4.0% | $9.16万 | 加仓 |
| MGC | VANGUARD WORLD FD | $239.16万 | 1.19% | 10,119 | 991 | 10.9% | $23.42万 | 加仓 |
| AGG | ISHARES TR | $244.31万 | 1.22% | 24,610 | 37 | 0.2% | $3,673 | 加仓 |
| VBR | VANGUARD INDEX FDS | $244.67万 | 1.22% | 11,262 | -1,463 | -11.5% | -$31.78万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $252.35万 | 1.26% | 37,015 | 227 | 0.6% | $1.55万 | 加仓 |
| VHT | VANGUARD WORLD FD | $259.11万 | 1.29% | 9,514 | 71 | 0.8% | $1.93万 | 加仓 |
| AAPL | APPLE INC | $267.58万 | 1.33% | 10,543 | 7 | 0.1% | $1,777 | 加仓 |
| VO | VANGUARD INDEX FDS | $297.23万 | 1.48% | 10,350 | 20 | 0.2% | $5,744 | 加仓 |
| ISCF | ISHARES TR | $301.23万 | 1.50% | 72,081 | 33,408 | 86.4% | $139.61万 | 加仓 |
| VDE | VANGUARD WORLD FD | $307.73万 | 1.53% | 17,784 | -2,970 | -14.3% | -$51.39万 | 减仓 |
| IGM | ISHARES TR | $327.91万 | 1.63% | 27,669 | 777 | 2.9% | $9.21万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $347.61万 | 1.73% | 45,726 | -628 | -1.4% | -$4.77万 | 减仓 |
| IWY | ISHARES TR | $349.40万 | 1.74% | 14,041 | -744 | -5.0% | -$18.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $373.74万 | 1.86% | 14,269 | -1,770 | -11.0% | -$46.36万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $379.01万 | 1.89% | 19,229 | 808 | 4.4% | $15.93万 | 加仓 |
| DTCR | GLOBAL X FDS | $400.60万 | 1.99% | 167,193 | 3,671 | 2.2% | $8.80万 | 加仓 |
| IYW | ISHARES TR | $477.68万 | 2.38% | 26,330 | -628 | -2.3% | -$11.39万 | 减仓 |
| VFH | VANGUARD WORLD FD | $485.06万 | 2.42% | 40,151 | -8,568 | -17.6% | -$103.51万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $536.91万 | 2.67% | 36,621 | -2,225 | -5.7% | -$32.62万 | 减仓 |
| PG | PROCTER &GAMBLE CO | $566.37万 | 2.82% | 39,212 | 19 | 0.0% | $2,744 | 加仓 |
| IMTM | ISHARES TR | $626.30万 | 3.12% | 130,424 | -1,587 | -1.2% | -$7.62万 | 减仓 |
| VCR | VANGUARD WORLD FD | $657.01万 | 3.27% | 18,300 | -37 | -0.2% | -$1.33万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $729.84万 | 3.63% | 119,139 | -10,864 | -8.4% | -$66.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $732.58万 | 3.65% | 19,107 | -94 | -0.5% | -$3.60万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,037.21万 | 5.17% | 14,866 | -23 | -0.2% | -$1.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,408.89万 | 7.02% | 24,410 | -391 | -1.6% | -$22.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,518.66万 | 7.56% | 183,524 | 6,822 | 3.9% | $56.45万 | 加仓 |