Financial Freedom, LLC
CINCINNATI OH · SEC CIK 0001965484
$2.18亿2026Q2 申报市值
107持仓数
44.5%前十大占比 · 第一大 8.0%
0 / 319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
UTES 加仓+$82.53万
FENI 加仓+$69.18万
VFMO 加仓+$46.46万
IYF 加仓+$44.18万
ISCF 加仓+$36.84万
2026Q2 卖出最多 按季末市值估算
VFH 减仓-$112.20万
VBR 减仓-$98.87万
VWO 清仓-$89.48万
XLF 减仓-$67.01万
QQQ 减仓-$56.33万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $24.77万 | 0.11% | 881 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $24.57万 | 0.11% | 785 | 3 | 0.4% | $939 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.25万 | 0.11% | 1,897 | 2 | 0.1% | $256 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $22.90万 | 0.11% | 307 | 1 | 0.3% | $746 | 加仓 |
| IJT | ISHARES TR | $21.25万 | 0.10% | 1,190 | 2 | 0.2% | $357 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $20.54万 | 0.09% | 7,012 | 38 | 0.5% | $1,113 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $8.58万 | 0.04% | 17,394 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -16,556 | -100.0% | -$89.48万 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,763 | -100.0% | -$33.53万 | 清仓 |
| ONEY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,209 | -100.0% | -$26.51万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -389 | -100.0% | -$23.49万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -701 | -100.0% | -$20.37万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -854 | -100.0% | -$17.66万 | 清仓 |
| HWM | HOWMET AEROSPACE INC | $0 | 0.00% | 0 | -743 | -100.0% | -$17.12万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,023 | -100.0% | -$16.68万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -831 | -100.0% | -$16.30万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -492 | -100.0% | -$15.87万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -975 | -100.0% | -$15.14万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -1,583 | -100.0% | -$15.03万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -1,540 | -100.0% | -$14.98万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -2,737 | -100.0% | -$13.65万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -465 | -100.0% | -$13.56万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -440 | -100.0% | -$13.31万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -1,637 | -100.0% | -$13.10万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -459 | -100.0% | -$12.96万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -412 | -100.0% | -$12.92万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,544 | -100.0% | -$12.24万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -4,318 | -100.0% | -$12.12万 | 清仓 |
| WFC | WELLS FARGO &CO | $0 | 0.00% | 0 | -1,515 | -100.0% | -$12.06万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -442 | -100.0% | -$11.96万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -1,075 | -100.0% | -$11.72万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -1,257 | -100.0% | -$11.38万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -1,526 | -100.0% | -$11.24万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -846 | -100.0% | -$11.09万 | 清仓 |
| IHF | ISHARES TR | $0 | 0.00% | 0 | -2,539 | -100.0% | -$10.62万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -372 | -100.0% | -$10.55万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -1,338 | -100.0% | -$10.17万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -442 | -100.0% | -$9.92万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,072 | -100.0% | -$9.60万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,271 | -100.0% | -$9.55万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -1,145 | -100.0% | -$9.48万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -527 | -100.0% | -$9.20万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -681 | -100.0% | -$9.07万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -1,410 | -100.0% | -$9.03万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -252 | -100.0% | -$8.87万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -951 | -100.0% | -$8.38万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,053 | -100.0% | -$8.38万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -705 | -100.0% | -$8.04万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -2,318 | -100.0% | -$7.98万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -239 | -100.0% | -$7.85万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -732 | -100.0% | -$7.80万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -89 | -100.0% | -$7.79万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -1,984 | -100.0% | -$7.51万 | 清仓 |
| EZM | WISDOMTREE TR | $0 | 0.00% | 0 | -1,069 | -100.0% | -$7.19万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -1,467 | -100.0% | -$7.11万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -1,401 | -100.0% | -$6.83万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -133 | -100.0% | -$6.64万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -718 | -100.0% | -$6.53万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -434 | -100.0% | -$6.35万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -760 | -100.0% | -$6.21万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -2,019 | -100.0% | -$6.16万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -316 | -100.0% | -$5.90万 | 清仓 |
| IETC | ISHARES U S ETF TR | $0 | 0.00% | 0 | -629 | -100.0% | -$5.56万 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -655 | -100.0% | -$5.28万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -2,216 | -100.0% | -$5.28万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -520 | -100.0% | -$5.00万 | 清仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,100 | -100.0% | -$4.92万 | 清仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -296 | -100.0% | -$4.90万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -2,416 | -100.0% | -$4.66万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -473 | -100.0% | -$4.59万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -1,368 | -100.0% | -$4.59万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -485 | -100.0% | -$4.56万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -966 | -100.0% | -$4.46万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -833 | -100.0% | -$4.40万 | 清仓 |
| FMDE | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,216 | -100.0% | -$4.37万 | 清仓 |
| AMX | AMERICA MOVIL SAB DE CV | $0 | 0.00% | 0 | -1,699 | -100.0% | -$4.33万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -443 | -100.0% | -$4.28万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -140 | -100.0% | -$4.24万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -250 | -100.0% | -$4.22万 | 清仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $0 | 0.00% | 0 | -1,268 | -100.0% | -$4.14万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -755 | -100.0% | -$4.09万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -388 | -100.0% | -$4.02万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -40 | -100.0% | -$3.88万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -2,934 | -100.0% | -$3.86万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -763 | -100.0% | -$3.79万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -248 | -100.0% | -$3.76万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -1,115 | -100.0% | -$3.70万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -106 | -100.0% | -$3.66万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -215 | -100.0% | -$3.55万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -504 | -100.0% | -$3.54万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -213 | -100.0% | -$3.50万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -492 | -100.0% | -$3.45万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -576 | -100.0% | -$3.27万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -247 | -100.0% | -$3.24万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -451 | -100.0% | -$3.24万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -95 | -100.0% | -$3.22万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -1,104 | -100.0% | -$3.17万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -596 | -100.0% | -$3.13万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -527 | -100.0% | -$3.12万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -454 | -100.0% | -$3.00万 | 清仓 |