13F 机构持仓

Financial Freedom, LLC

CINCINNATI OH · SEC CIK 0001965484

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.18亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VCIT 7.6%
QQQ 7.0%
VGT 5.2%
SMH 3.6%
XLE 3.6%
VCR 3.3%
IMTM 3.1%
PG 2.8%
XLV 2.7%
VFH 2.4%

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 $00.00%0 -1,796-100.0% -$12.83万 清仓
SPMD SPDR SERIES TRUST STATE STREET PORTFOLIO S&P 400 MID CAP ETF $00.00%0 -2,214-100.0% -$12.82万 清仓
HACK AMPLIFY TR CYBERSECURITY ETF $00.00%0 -1,301-100.0% -$10.46万 清仓
IJJ ISHARES S&P MID-CAP 400 VALUE ETF $00.00%0 -288-100.0% -$3.79万 清仓
VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF $00.00%0 -159-100.0% -$3.50万 清仓
DWM WISDOMTREE TR INTL EQUITY FD $00.00%0 -378-100.0% -$2.60万 清仓
SDY SPDR SERIES TRUST STATE STREET S&P DIVIDEND ETF $00.00%0 -165-100.0% -$2.30万 清仓
IHI ISHARES TR $00.00%0 -166-100.0% -$1.03万 清仓
— INVESCO EXCHANGE TRADED FD TR S&P500 EQL REL $00.00%0 -284-100.0% -$9,541 清仓
— WELLS FARGO CO NEW PERP PFD CNV A $00.00%0 -5-100.0% -$6,060 清仓
PFF ISHARES TR PFD AND INCM SEC $00.00%0 -154-100.0% -$4,780 清仓
OGN ORGANON &CO COMMON STOCK $00.00%0 -76-100.0% -$545 清仓
REZI RESIDEO TECHNOLOGIES INC $340.00%1 00.0% — 不变
— BEYOND MEAT INC $880.00%126 00.0% — 不变
KD KYNDRYL HLDGS INC $1570.00%12 00.0% — 不变
PINS PINTEREST INC $2110.00%11 00.0% — 不变
COTY COTY INC $2350.00%117 00.0% — 不变
BLKB BLACKBAUD INC $3900.00%10 00.0% — 不变
TOST TOAST INC $3980.00%15 00.0% — 不变
RUN SUNRUN INC $4070.00%30 00.0% — 不变
REAL THE REALREAL INC $4990.00%55 00.0% — 不变
NVS NOVARTIS AG $5110.00%3 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $5330.00%7 00.0% — 不变
SLVM SYLVAMO CORP $7000.00%17 16.2% $41 加仓
TAN INVESCO EXCH TRADED FD TR II $8070.00%14 00.0% — 不变
F FORD MTR CO $8080.00%70 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $8510.00%23 23— $851 新建仓
RDDT REDDIT INC $9430.00%7 00.0% — 不变
DXC DXC TECHNOLOGY CO $1,0180.00%81 00.0% — 不变
SNOW SNOWFLAKE INC $1,0560.00%7 00.0% — 不变
— GLOBAL X FDS $1,0600.00%30 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1,1980.00%20 00.0% — 不变
UPST UPSTART HLDGS INC $1,2830.00%50 00.0% — 不变
NOK NOKIA CORP $1,3760.00%171 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $1,5620.00%47 -232-83.2% -$7,710 减仓
ONON ON HLDG AG $1,6330.00%48 00.0% — 不变
VOX VANGUARD WORLD FD $1,7980.00%10 10— $1,798 新建仓
FHLC FIDELITY COVINGTON TRUST $1,8290.00%26 26— $1,829 新建仓
USHY ISHARES TR $1,8420.00%50 50— $1,842 新建仓
BB BLACKBERRY LTD $1,9440.00%600 00.0% — 不变
FLGB FRANKLIN TEMPLETON ETF TR $1,9810.00%57 57— $1,981 新建仓
FSTA FIDELITY COVINGTON TRUST $1,9890.00%38 38— $1,989 新建仓
SPYD SPDR SERIES TRUST $2,0220.00%44 00.0% — 不变
WAT WATERS CORP $2,0850.00%7 7— $2,085 新建仓
SOLV SOLVENTUM CORP $2,0900.00%32 -2-5.9% -$131 减仓
ITA ISHARES TR $2,1890.00%10 10— $2,189 新建仓
OTIS OTIS WORLDWIDE CORP $2,1920.00%28 00.0% — 不变
ICVT ISHARES TR $2,2390.00%22 22— $2,239 新建仓
VOOG VANGUARD ADMIRAL FDS INC $2,3490.00%6 6— $2,349 新建仓
SUSL ISHARES TR $2,3860.00%21 00.0% — 不变
— ISHARES TR $2,4150.00%108 108— $2,415 新建仓
XLU SELECT SECTOR SPDR TR $2,5700.00%56 00.0% — 不变
BP BP PLC $2,6130.00%56 11.8% $47 加仓
GOVT ISHARES TR $2,6350.00%115 115— $2,635 新建仓
IFRA ISHARES TR $2,6490.00%46 00.0% — 不变
— WARNER BROS DISCOVERY INC $2,7730.00%101 00.0% — 不变
PAGP PLAINS GP HLDGS L P $2,8950.00%119 119— $2,895 新建仓
NWL NEWELL BRANDS INC $2,9050.00%847 00.0% — 不变
SYSB ISHARES TR $2,9370.00%33 33— $2,937 新建仓
GIS GENERAL MILLS INC $3,1360.00%84 84— $3,136 新建仓
CARR CARRIER GLOBAL CORPORATION $3,2140.00%57 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $3,3650.00%57 00.0% — 不变
WAB WABTEC $3,3820.00%14 00.0% — 不变
FSSL FS SPECIALTY LENDING FD $3,3950.00%271 83.0% $100 加仓
GIL GILDAN ACTIVEWEAR INC $3,4500.00%62 62— $3,450 新建仓
FISV FISERV INC $3,7390.00%67 67— $3,739 新建仓
VMBS VANGUARD SCOTTSDALE FDS $3,7560.00%80 80— $3,756 新建仓
ES EVERSOURCE ENERGY $3,9090.00%56 56— $3,909 新建仓
IJH ISHARES TR $3,9690.00%59 00.0% — 不变
ONEQ FIDELITY COMWLTH TR $4,0490.00%48 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $4,0510.00%9 00.0% — 不变
ILCG ISHARES TR $4,2010.00%44 00.0% — 不变
NVO NOVO-NORDISK A S $4,2250.00%115 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $4,3180.00%20 00.0% — 不变
EMB ISHARES TR $4,6650.00%50 50— $4,665 新建仓
CRSP CRISPR THERAPEUTICS AG $4,7570.00%100 00.0% — 不变
SNY SANOFI SA $4,8660.00%101 101— $4,866 新建仓
DOC HEALTHPEAK PROPERTIES INC $4,8750.00%297 297— $4,875 新建仓
VEEV VEEVA SYS INC $5,0940.00%29 29— $5,094 新建仓
EIX EDISON INTL $5,1220.00%70 70— $5,122 新建仓
MOAT VANECK ETF TRUST $5,2220.00%54 54— $5,222 新建仓
DOW DOW HLDGS INC $5,3150.00%128 -55-30.1% -$2,284 减仓
GPC GENUINE PARTS CO $5,3450.00%51 12.0% $105 重新持有
CRD/A CRAWFORD &CO $5,6930.00%571 00.0% — 不变
SYY SYSCO CORP $6,2660.00%88 88— $6,266 新建仓
THRO BLACKROCK ETF TRUST $6,3130.00%174 174— $6,313 新建仓
PAYC PAYCOM SOFTWARE INC $6,3200.00%52 00.0% — 不变
WEC WEC ENERGY GROUP INC $6,3440.00%55 55— $6,344 新建仓
LH LABCORP HOLDINGS INC $6,4030.00%24 24— $6,403 新建仓
VYMI VANGUARD WHITEHALL FDS $6,4150.00%68 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $6,4990.00%40 40— $6,499 新建仓
— TEVA PHARMACEUTICAL INDS LTD $6,6260.00%220 00.0% — 不变
OMC OMNICOM GROUP INC $6,6780.00%89 89— $6,678 新建仓
PRU PRUDENTIAL FINL INC $6,6960.00%69 11.5% $97 加仓
USB US BANCORP $6,7090.00%129 129— $6,709 新建仓
SPSM SPDR SERIES TRUST $6,7160.00%139 -92-39.8% -$4,445 减仓
— HONEYWELL INTL INC $6,8500.00%30 00.0% — 不变
ECL ECOLAB INC $6,9350.00%26 26— $6,935 新建仓
QUAL ISHARES TR $6,9650.00%36 36— $6,965 新建仓
UBER UBER TECHNOLOGIES INC $6,9770.00%97 97— $6,977 新建仓