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
SCHF SCHWAB STRATEGIC TR $2.96万0.01%1,195 00.0% — 不变
ICLN ISHARES TR $2.94万0.01%1,605 00.0% — 不变
AMAT APPLIED MATLS INC $2.84万0.01%83 -167-66.8% -$5.72万 重新持有
ADBE ADOBE INC $2.82万0.01%116 3441.5% $8,265 加仓
SBUX STARBUCKS CORP $2.81万0.01%313 234296.2% $2.10万 加仓
XMHQ INVESCO EXCHANGE TRADED FD T $2.76万0.01%267 00.0% — 不变
WM WASTE MGMT INC DEL $2.68万0.01%117 00.0% — 不变
XAR SPDR SERIES TRUST $2.68万0.01%105 00.0% — 不变
RIO RIO TINTO PLC $2.65万0.01%284 00.0% — 不变
FFLC FIDELITY COVINGTON TRUST $2.65万0.01%516 516— $2.65万 新建仓
VIOV VANGUARD ADMIRAL FDS INC $2.62万0.01%258 -1,205-82.4% -$12.26万 减仓
FLOT ISHARES TR $2.59万0.01%507 20.4% $102 加仓
GRMN GARMIN LTD $2.53万0.01%109 00.0% — 不变
IQV IQVIA HLDGS INC $2.49万0.01%146 146— $2.49万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $2.48万0.01%409 20.5% $121 加仓
EZU ISHARES INC $2.45万0.01%391 391— $2.45万 新建仓
SPIB SPDR SERIES TRUST $2.45万0.01%729 50.7% $168 加仓
— ISHARES INC $2.42万0.01%683 00.0% — 不变
ABBV ABBVIE INC $2.41万0.01%111 00.0% — 不变
EUAD SPINNAKER ETF SERIES $2.37万0.01%581 20.3% $82 加仓
ZTS ZOETIS INC $2.36万0.01%200 126170.3% $1.49万 加仓
VTRS VIATRIS INC $2.35万0.01%1,743 40.2% $54 加仓
C CITIGROUP INC $2.19万0.01%193 7969.3% $8,948 加仓
TSLA TESLA INC $2.16万0.01%58 00.0% — 不变
PYPL PAYPAL HLDGS INC $2.14万0.01%474 10.2% $45 加仓
LIT GLOBAL X FDS $2.14万0.01%288 10.3% $74 加仓
TECH BIO-TECHNE CORP $2.12万0.01%406 00.0% — 不变
MDLZ MONDELEZ INTL INC $2.11万0.01%366 00.0% — 不变
MMM 3M CO $2.10万0.01%145 00.0% — 不变
CVS CVS HEALTH CORP $2.05万0.01%286 12678.8% $9,038 加仓
EBAY EBAY INC. $2.05万0.01%225 00.0% — 不变
MUB ISHARES TR $2.04万0.01%192 -1,770-90.2% -$18.83万 减仓
RTO RENTOKIL INITIAL PLC $2.04万0.01%648 648— $2.04万 新建仓
IVE ISHARES TR $2.03万0.01%96 96— $2.03万 新建仓
AMP AMERIPRISE FINL INC $2.00万0.01%45 00.0% — 不变
WH WYNDHAM HOTELS &RESORTS INC $2.00万0.01%246 246— $2.00万 新建仓
PCRX PACIRA BIOSCIENCES INC $1.96万0.01%867 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $1.95万0.01%50 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $1.93万0.01%865 182.1% $402 加仓
BNDX VANGUARD CHARLOTTE FDS $1.92万0.01%399 20.5% $96 加仓
SHEL SHELL PLC $1.91万0.01%206 00.0% — 不变
AMT AMERICAN TOWER CORP $1.85万0.01%107 4469.8% $7,605 加仓
FANG DIAMONDBACK ENERGY INC $1.82万0.01%92 92— $1.82万 新建仓
FIS FIDELITY NATL INFORMATION SV $1.82万0.01%387 17986.1% $8,398 加仓
TROW PRICE T ROWE GROUP INC $1.80万0.01%200 00.0% — 不变
YUMC YUM CHINA HLDGS INC $1.79万0.01%366 366— $1.79万 新建仓
DYNF BLACKROCK ETF TRUST $1.77万0.01%304 304— $1.77万 新建仓
MET METLIFE INC $1.75万0.01%248 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $1.74万0.01%60 60— $1.74万 新建仓
COST COSTCO WHOLESALE CORPORATION $1.73万0.01%17 00.0% — 不变
CRNC CERENCE INC $1.71万0.01%2,708 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $1.70万0.01%87 00.0% — 不变
IBB ISHARES TR $1.70万0.01%101 00.0% — 不变
JOE ST JOE CO $1.69万0.01%269 10.4% $63 加仓
VCRB VANGUARD MALVERN FDS $1.68万0.01%217 217— $1.68万 新建仓
VT VANGUARD INTL EQUITY INDEX F $1.68万0.01%121 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $1.68万0.01%334 11451.8% $5,728 加仓
HPQ HP INC $1.68万0.01%872 00.0% — 不变
UPS UNITED PARCEL SVCS INC $1.66万0.01%169 4435.2% $4,324 加仓
BNY BANK NEW YORK MELLON CORP $1.66万0.01%140 00.0% — 不变
BDX BECTON DICKINSON &CO $1.59万0.01%101 101— $1.59万 新建仓
CTRE CARETRUST REIT INC $1.56万0.01%427 00.0% — 不变
VRSK VERISK ANALYTICS INC $1.56万0.01%82 00.0% — 不变
ALLE ALLEGION PLC $1.55万0.01%107 107— $1.55万 新建仓
IXUS ISHARES TR $1.51万0.01%174 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $1.47万0.01%50 50— $1.47万 新建仓
IVW ISHARES TR $1.46万0.01%129 129— $1.46万 新建仓
COO COOPER COS INC $1.44万0.01%202 202— $1.44万 新建仓
MSTR STRATEGY INC $1.44万0.01%115 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1.43万0.01%201 00.0% — 不变
PSIX POWER SOLUTIONS INTL INC $1.43万0.01%235 00.0% — 不变
ABNB AIRBNB INC $1.43万0.01%113 1031,030.0% $1.30万 加仓
WMG WARNER MUSIC GROUP CORP $1.38万0.01%540 540— $1.38万 新建仓
TLH ISHARES TR $1.38万0.01%137 137— $1.38万 新建仓
KMX CARMAX INC $1.36万0.01%326 326— $1.36万 新建仓
SYM SYMBOTIC INC $1.35万0.01%254 00.0% — 不变
RWO SPDR INDEX SHS FDS $1.34万0.01%292 20.7% $92 加仓
TGT TARGET CORP $1.32万0.01%109 00.0% — 不变
T AT&T INC $1.27万0.01%439 10.2% $29 加仓
NEE NEXTERA ENERGY INC $1.27万0.01%137 00.0% — 不变
OEF ISHARES TR $1.25万0.01%39 39— $1.25万 新建仓
CHKP CHECK POINT SOFTWARE TECH LT $1.24万0.01%87 87— $1.24万 新建仓
DON WISDOMTREE TR $1.23万0.01%235 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP $1.21万0.01%304 00.0% — 不变
CRM SALESFORCE INC $1.20万0.01%64 64— $1.20万 新建仓
BINC BLACKROCK ETF TRUST II $1.19万0.01%229 229— $1.19万 新建仓
EFV ISHARES TR $1.16万0.01%157 -173-52.4% -$1.28万 重新持有
NKE NIKE INC $1.16万0.01%220 20.9% $106 加仓
GSK GSK PLC $1.15万0.01%209 209— $1.15万 新建仓
VRSN VERISIGN INC $1.14万0.01%46 46— $1.14万 新建仓
INFL LISTED FDS TR $1.12万0.01%215 00.0% — 不变
INGR INGREDION INC $1.12万0.01%99 99— $1.12万 新建仓
COR CENCORA INC $1.10万0.01%35 35— $1.10万 新建仓
ADSK AUTODESK INC $1.05万0.01%44 44— $1.05万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $1.04万0.01%64 64— $1.04万 新建仓
SCI SERVICE CORP INTL $1.04万0.01%126 126— $1.04万 新建仓
SSO PROSHARES TR $1.01万0.01%194 00.0% — 不变
CHAT TIDAL TRUST II $9,9790.00%161 161— $9,979 新建仓
MAS MASCO CORP $9,8630.00%163 163— $9,863 新建仓
LAMR LAMAR ADVERTISING CO $9,8070.00%77 77— $9,807 新建仓