Freedom Financial Partners LLC
OAKDALE MN · SEC CIK 0002054598
$3.07亿2026Q2 申报市值
89持仓数
56.1%前十大占比 · 第一大 9.9%
2 / 3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
AVIG 加仓+$153.33万
CGIE 加仓+$125.29万
PUTNAM ETF TRUST 新建仓+$113.48万
CGDV 加仓+$86.63万
JTEK 加仓+$65.16万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$264.85万
CGCP 减仓-$181.94万
JPST 减仓-$150.61万
ENTG 减仓-$109.50万
AVUS 减仓-$82.53万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3,049.03万 | 9.93% | 44,394 | -52 | -0.1% | -$3.57万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,322.88万 | 7.57% | 260,413 | 1,010 | 0.4% | $9.01万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $2,147.30万 | 7.00% | 167,653 | -6,444 | -3.7% | -$82.53万 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,772.38万 | 5.77% | 481,888 | 34,064 | 7.6% | $125.29万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,607.39万 | 5.24% | 199,503 | 3,435 | 1.8% | $27.68万 | 加仓 |
| AAPL | APPLE INC | $1,363.28万 | 4.44% | 47,114 | -9,153 | -16.3% | -$264.85万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,267.70万 | 4.13% | 131,382 | -1,188 | -0.9% | -$11.46万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,261.34万 | 4.11% | 113,072 | 5,841 | 5.4% | $65.16万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,233.66万 | 4.02% | 250,337 | 17,579 | 7.6% | $86.63万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1,179.31万 | 3.84% | 341,729 | 3,528 | 1.0% | $12.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,124.47万 | 3.66% | 188,385 | 3,222 | 1.7% | $19.23万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,076.13万 | 3.51% | 124,928 | -112 | -0.1% | -$9,648 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $948.59万 | 3.09% | 213,839 | -4,147 | -1.9% | -$18.40万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $765.55万 | 2.49% | 343,448 | -81,623 | -19.2% | -$181.94万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $710.94万 | 2.32% | 271,557 | 5,213 | 2.0% | $13.65万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $557.91万 | 1.82% | 161,151 | -23,330 | -12.6% | -$80.77万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $550.24万 | 1.79% | 139,407 | -1,476 | -1.0% | -$5.83万 | 减仓 |
| BOND | PIMCO ETF TR | $506.81万 | 1.65% | 54,963 | 4 | 0.0% | $369 | 加仓 |
| ENTG | ENTEGRIS INC | $501.35万 | 1.63% | 27,875 | -6,088 | -17.9% | -$109.50万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $468.60万 | 1.53% | 138,907 | 511 | 0.4% | $1.72万 | 加仓 |
| RUNN | STRATEGIC TRUST | $423.71万 | 1.38% | 130,791 | 2,068 | 1.6% | $6.70万 | 加仓 |
| WPC | WP CAREY INC | $322.62万 | 1.05% | 45,121 | -718 | -1.6% | -$5.13万 | 减仓 |
| ECL | ECOLAB INC | $304.57万 | 0.99% | 10,932 | -164 | -1.5% | -$4.57万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $259.97万 | 0.85% | 98,101 | 1 | 0.0% | $26 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $233.94万 | 0.76% | 85,163 | -2,599 | -3.0% | -$7.14万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $179.05万 | 0.58% | 43,239 | 37,027 | 596.1% | $153.33万 | 加仓 |
| LQD | ISHARES TR | $177.12万 | 0.58% | 16,239 | 251 | 1.6% | $2.74万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $177.01万 | 0.58% | 35,003 | -29,782 | -46.0% | -$150.61万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $162.81万 | 0.53% | 35,909 | -98 | -0.3% | -$4,443 | 减仓 |
| AMZN | AMAZON COM INC | $162.05万 | 0.53% | 6,799 | -678 | -9.1% | -$16.16万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $159.89万 | 0.52% | 56,338 | 13,238 | 30.7% | $37.57万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $158.13万 | 0.52% | 7,256 | 17 | 0.2% | $3,705 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $153.15万 | 0.50% | 52,882 | -258 | -0.5% | -$7,472 | 减仓 |
| DVY | ISHARES TR | $142.15万 | 0.46% | 9,094 | 131 | 1.5% | $2.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $131.97万 | 0.43% | 4,354 | -170 | -3.8% | -$5.15万 | 减仓 |
| SDY | SPDR SERIES TRUST | $128.77万 | 0.42% | 8,461 | 207 | 2.5% | $3.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $127.42万 | 0.42% | 6,368 | -102 | -1.6% | -$2.04万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $122.44万 | 0.40% | 55,153 | 340 | 0.6% | $7,548 | 加仓 |
| QQQ | INVESCO QQQ TR | $117.03万 | 0.38% | 1,589 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.48万 | 0.37% | 16,067 | -442 | -2.7% | -$3.15万 | 减仓 |
| — | PUTNAM ETF TRUST | $113.48万 | 0.37% | 127,276 | 127,276 | — | $113.48万 | 新建仓 |
| MUNI | PIMCO ETF TR | $112.50万 | 0.37% | 21,387 | -1,868 | -8.0% | -$9.83万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $111.67万 | 0.36% | 57,385 | -97 | -0.2% | -$1,888 | 减仓 |
| DAL | DELTA AIR LINES INC | $102.37万 | 0.33% | 10,930 | 2 | 0.0% | $187 | 加仓 |
| PHYL | PGIM ETF TR | $99.33万 | 0.32% | 28,478 | 330 | 1.2% | $1.15万 | 加仓 |
| JNK | SPDR SERIES TRUST | $92.50万 | 0.30% | 9,598 | -32 | -0.3% | -$3,084 | 减仓 |
| TSLA | TESLA INC | $76.84万 | 0.25% | 1,827 | -49 | -2.6% | -$2.06万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $76.28万 | 0.25% | 42,663 | 2,498 | 6.2% | $4.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $74.40万 | 0.24% | 1,790 | 10 | 0.6% | $4,156 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $72.67万 | 0.24% | 15,585 | -2,419 | -13.4% | -$11.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $70.76万 | 0.23% | 1,897 | -102 | -5.1% | -$3.80万 | 减仓 |
| CAT | CATERPILLAR INC | $70.73万 | 0.23% | 664 | -100 | -13.1% | -$10.65万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $69.09万 | 0.23% | 8,855 | -3,891 | -30.5% | -$30.36万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $62.69万 | 0.20% | 10,009 | 39 | 0.4% | $2,443 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $62.41万 | 0.20% | 37,770 | 271 | 0.7% | $4,478 | 加仓 |
| USB | US BANCORP | $61.67万 | 0.20% | 10,211 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $60.83万 | 0.20% | 2,395 | 2 | 0.1% | $508 | 加仓 |
| SMH | VANECK ETF TRUST | $60.48万 | 0.20% | 922 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $58.83万 | 0.19% | 1,597 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $58.48万 | 0.19% | 10,298 | -1,699 | -14.2% | -$9.65万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $55.29万 | 0.18% | 10,697 | 19 | 0.2% | $982 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $54.50万 | 0.18% | 36,259 | -1,083 | -2.9% | -$1.63万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $48.42万 | 0.16% | 1,598 | 1 | 0.1% | $303 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $47.84万 | 0.16% | 10,608 | -1,321 | -11.1% | -$5.96万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $45.57万 | 0.15% | 9,323 | -1,549 | -14.2% | -$7.57万 | 减仓 |
| CAIE | CALAMOS ETF TR | $44.86万 | 0.15% | 16,488 | 6,962 | 73.1% | $18.94万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $44.22万 | 0.14% | 847 | 1 | 0.1% | $522 | 加仓 |
| XEL | XCEL ENERGY INC | $41.37万 | 0.13% | 5,151 | -746 | -12.7% | -$5.99万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $36.23万 | 0.12% | 14,014 | 459 | 3.4% | $1.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.67万 | 0.12% | 2,433 | 5 | 0.2% | $733 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.33万 | 0.11% | 9,340 | 255 | 2.8% | $9,374 | 加仓 |
| VSGX | VANGUARD WORLD FD | $33.62万 | 0.11% | 4,084 | -969 | -19.2% | -$7.98万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $30.67万 | 0.10% | 680 | 10 | 1.5% | $4,510 | 加仓 |
| MMM | 3M CO | $30.34万 | 0.10% | 1,874 | -772 | -29.2% | -$12.50万 | 减仓 |
| PEP | PEPSICO INC | $29.49万 | 0.10% | 2,178 | -1,223 | -36.0% | -$16.56万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $29.44万 | 0.10% | 5,675 | 98 | 1.8% | $5,084 | 加仓 |
| APG | API GROUP CORP | $29.39万 | 0.10% | 6,940 | 565 | 8.9% | $2.39万 | 加仓 |
| GOOG | ALPHABET INC | $29.25万 | 0.10% | 828 | 1 | 0.1% | $353 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $27.49万 | 0.09% | 6,665 | 49 | 0.7% | $2,021 | 加仓 |
| XJH | ISHARES TR | $25.73万 | 0.08% | 4,934 | -876 | -15.1% | -$4.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.47万 | 0.08% | 509 | -5 | -1.0% | -$2,502 | 减仓 |
| CCJ | CAMECO CORP | $22.75万 | 0.07% | 2,233 | -299 | -11.8% | -$3.05万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $22.56万 | 0.07% | 1,142 | -28 | -2.4% | -$5,531 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $22.23万 | 0.07% | 679 | -263 | -27.9% | -$8.61万 | 重新持有 |
| DE | DEERE & CO | $22.01万 | 0.07% | 347 | 347 | — | $22.01万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.54万 | 0.07% | 603 | -126 | -17.3% | -$4.50万 | 减仓 |
| HD | HOME DEPOT INC | $21.09万 | 0.07% | 598 | 0 | 0.0% | — | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $21.09万 | 0.07% | 849 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $20.41万 | 0.07% | 218 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,170 | -100.0% | -$24.21万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -328 | -100.0% | -$24.20万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,311 | -100.0% | -$23.23万 | 清仓 |