True Freedom Investing, LLC
COEUR D'ALENE ID · SEC CIK 0002096483
$13.04亿2026Q1 申报市值
98持仓数
74.7%前十大占比 · 第一大 17.6%
17 / 78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
IJS 新建仓+$2.30亿
IJK 新建仓+$2.27亿
IWM 加仓+$2.26亿
GLD 加仓+$6,524.96万
XLE 加仓+$2,779.18万
2026Q1 卖出最多 按季末市值估算
SPGI 清仓-$1.63亿
GS 清仓-$1.53亿
MSFT 减仓-$1.48亿
MAR 清仓-$6,151.28万
CAT 清仓-$4,248.46万
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 |
|---|---|---|---|---|---|---|---|---|
| IJS | ISHARES TR | $2.30亿 | 17.63% | 1,940,467 | 1,940,467 | — | $2.30亿 | 新建仓 |
| IWM | ISHARES TR | $2.28亿 | 17.51% | 920,668 | 912,239 | 10,822.6% | $2.26亿 | 加仓 |
| IJK | ISHARES TR | $2.27亿 | 17.41% | 2,256,315 | 2,256,315 | — | $2.27亿 | 新建仓 |
| GLD | SPDR GOLD TR | $9,412.72万 | 7.22% | 218,753 | 151,641 | 226.0% | $6,524.96万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3,931.32万 | 3.02% | 509,371 | 66,436 | 15.0% | $512.75万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $3,656.85万 | 2.80% | 596,939 | 453,669 | 316.7% | $2,779.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,501.49万 | 2.69% | 1,365,636 | 176,730 | 14.9% | $453.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,280.19万 | 2.52% | 445,436 | 289,800 | 186.2% | $2,134.09万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,937.14万 | 2.25% | 1,186,723 | 105,665 | 9.8% | $261.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,096.82万 | 1.61% | 32,242 | -23,241 | -41.9% | -$1,511.45万 | 减仓 |
| IEF | ISHARES TR | $1,513.90万 | 1.16% | 158,623 | 158,623 | — | $1,513.90万 | 新建仓 |
| COP | CONOCOPHILLIPS | $1,064.87万 | 0.82% | 80,672 | 31,972 | 65.7% | $422.03万 | 加仓 |
| — | EXXON MOBIL CORP | $1,003.55万 | 0.77% | 59,151 | 15,429 | 35.3% | $261.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $812.39万 | 0.62% | 21,946 | -399,153 | -94.8% | -$1.48亿 | 减仓 |
| PSX | PHILLIPS 66 | $739.14万 | 0.57% | 40,572 | 1,334 | 3.4% | $24.30万 | 加仓 |
| QCOM | QUALCOMM INC | $708.71万 | 0.54% | 55,032 | 8,328 | 17.8% | $107.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $686.86万 | 0.53% | 33,198 | 967 | 3.0% | $20.01万 | 加仓 |
| MRK | MERCK & CO INC | $685.70万 | 0.53% | 57,004 | 2,388 | 4.4% | $28.73万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.19万 | 0.51% | 131,312 | 131,312 | — | $659.19万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $657.59万 | 0.50% | 33,343 | 33,343 | — | $657.59万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $651.16万 | 0.50% | 212,242 | -1,758 | -0.8% | -$5.39万 | 减仓 |
| C | CITIGROUP INC | $617.56万 | 0.47% | 54,454 | 2,109 | 4.0% | $23.92万 | 加仓 |
| AAPL | APPLE INC | $616.67万 | 0.47% | 24,299 | 18,847 | 345.7% | $478.31万 | 加仓 |
| AMGN | AMGEN INC | $610.09万 | 0.47% | 17,339 | 1,271 | 7.9% | $44.72万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $607.92万 | 0.47% | 242,200 | -2,064 | -0.8% | -$5.18万 | 减仓 |
| ABBV | ABBVIE INC | $607.72万 | 0.47% | 27,942 | 1,719 | 6.6% | $37.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $603.91万 | 0.46% | 84,903 | 8,614 | 11.3% | $61.27万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $603.55万 | 0.46% | 20,518 | 1,373 | 7.2% | $40.39万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $583.51万 | 0.45% | 98,532 | -3,244 | -3.2% | -$19.21万 | 减仓 |
| PEP | PEPSICO INC | $578.97万 | 0.44% | 37,283 | 35,561 | 2,065.1% | $552.23万 | 加仓 |
| IGSB | ISHARES TR | $570.98万 | 0.44% | 108,634 | 1,930 | 1.8% | $10.14万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $570.93万 | 0.44% | 43,603 | 43,603 | — | $570.93万 | 新建仓 |
| SO | SOUTHERN CO | $567.18万 | 0.44% | 58,763 | 58,763 | — | $567.18万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $565.70万 | 0.43% | 24,618 | 1,972 | 8.7% | $45.31万 | 加仓 |
| AVGO | BROADCOM INC | $559.36万 | 0.43% | 18,072 | -4,552 | -20.1% | -$140.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $554.34万 | 0.43% | 28,554 | 2,183 | 8.3% | $42.38万 | 加仓 |
| MCD | MCDONALDS CORP | $531.12万 | 0.41% | 17,089 | 1,689 | 11.0% | $52.49万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $524.34万 | 0.40% | 159,132 | 25,027 | 18.7% | $82.46万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $509.88万 | 0.39% | 52,854 | 12,868 | 32.2% | $124.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $509.77万 | 0.39% | 10,638 | 484 | 4.8% | $23.19万 | 加仓 |
| OMC | OMNICOM GROUP INC | $507.64万 | 0.39% | 67,406 | 7,463 | 12.5% | $56.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $505.24万 | 0.39% | 34,979 | -29,634 | -45.9% | -$428.04万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $501.45万 | 0.38% | 29,056 | 29,056 | — | $501.45万 | 新建仓 |
| MET | METLIFE INC | $477.38万 | 0.37% | 67,503 | 8,106 | 13.6% | $57.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $476.37万 | 0.37% | 14,096 | -4,438 | -23.9% | -$149.98万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $459.82万 | 0.35% | 128,801 | 16,173 | 14.4% | $57.74万 | 加仓 |
| UL | UNILEVER PLC | $453.53万 | 0.35% | 79,609 | 8,133 | 11.4% | $46.33万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $448.16万 | 0.34% | 43,650 | 6,282 | 16.8% | $64.50万 | 加仓 |
| GPC | GENUINE PARTS CO | $445.83万 | 0.34% | 42,159 | 5,578 | 15.2% | $58.99万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $434.33万 | 0.33% | 106,376 | 18,488 | 21.0% | $75.49万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $430.40万 | 0.33% | 21,183 | 4,270 | 25.2% | $86.76万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $398.84万 | 0.31% | 22,869 | 21,565 | 1,653.8% | $376.09万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $389.13万 | 0.30% | 13,292 | 1,257 | 10.4% | $36.80万 | 加仓 |
| IQV | IQVIA HLDGS INC | $388.51万 | 0.30% | 22,781 | 2,291 | 11.2% | $39.07万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $378.51万 | 0.29% | 227,883 | -2,141 | -0.9% | -$3.56万 | 减仓 |
| META | META PLATFORMS INC | $364.68万 | 0.28% | 6,374 | 6,374 | — | $364.68万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $359.93万 | 0.28% | 6,236 | -26,352 | -80.9% | -$1,520.98万 | 减仓 |
| EEM | ISHARES TR | $358.28万 | 0.27% | 63,088 | -240,114 | -79.2% | -$1,363.60万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $353.97万 | 0.27% | 22,079 | 22,079 | — | $353.97万 | 新建仓 |
| VEEV | VEEVA SYS INC | $341.71万 | 0.26% | 19,453 | 6,050 | 45.1% | $106.27万 | 加仓 |
| DXCM | DEXCOM INC | $340.34万 | 0.26% | 54,194 | 54,194 | — | $340.34万 | 新建仓 |
| GOOG | ALPHABET INC | $339.65万 | 0.26% | 11,840 | -310 | -2.6% | -$8.89万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $333.19万 | 0.26% | 9,708 | 249 | 2.6% | $8.55万 | 加仓 |
| CRM | SALESFORCE INC | $329.98万 | 0.25% | 17,677 | 17,677 | — | $329.98万 | 新建仓 |
| IVW | ISHARES TR | $324.84万 | 0.25% | 28,719 | -126,487 | -81.5% | -$1,430.69万 | 减仓 |
| AMZN | AMAZON COM INC | $320.38万 | 0.25% | 15,383 | 1,434 | 10.3% | $29.87万 | 加仓 |
| INTU | INTUIT | $300.34万 | 0.23% | 6,946 | 2,657 | 61.9% | $114.89万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $287.85万 | 0.22% | 5,761 | 393 | 7.3% | $19.64万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $280.14万 | 0.21% | 115,426 | 18,726 | 19.4% | $45.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $179.60万 | 0.14% | 12,278 | -2,578 | -17.4% | -$37.71万 | 减仓 |
| HYG | ISHARES TR | $138.19万 | 0.11% | 17,369 | -62,746 | -78.3% | -$499.21万 | 减仓 |
| LQD | ISHARES TR | $137.61万 | 0.11% | 12,626 | -45,535 | -78.3% | -$496.29万 | 减仓 |
| SGOV | ISHARES TR | $113.18万 | 0.09% | 11,244 | 0 | 0.0% | — | 重新持有 |
| — | CION INVT CORP | $97.90万 | 0.08% | 143,122 | -50,636 | -26.1% | -$34.63万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $92.37万 | 0.07% | 34,711 | 5,022 | 16.9% | $13.36万 | 加仓 |
| IYM | ISHARES TR | $89.50万 | 0.07% | 5,088 | 5,088 | — | $89.50万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $79.66万 | 0.06% | 2,483 | 1,028 | 70.7% | $32.98万 | 加仓 |
| RTX | RTX CORPORATION | $61.56万 | 0.05% | 3,191 | -53,259 | -94.3% | -$1,027.45万 | 减仓 |
| WMT | WALMART INC | $58.63万 | 0.04% | 4,718 | -90,041 | -95.0% | -$1,119.02万 | 减仓 |
| TSLA | TESLA INC | $56.54万 | 0.04% | 1,521 | 615 | 67.9% | $22.86万 | 加仓 |
| IYZ | ISHARES TR | $54.41万 | 0.04% | 13,837 | -539,924 | -97.5% | -$2,122.93万 | 减仓 |
| RGLD | ROYAL GOLD INC | $45.99万 | 0.04% | 1,807 | 81 | 4.7% | $2.06万 | 加仓 |
| MMM | 3M CO | $44.40万 | 0.03% | 3,057 | -42,716 | -93.3% | -$620.36万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.72万 | 0.03% | 4,279 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $35.80万 | 0.03% | 6,966 | 6,966 | — | $35.80万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $33.19万 | 0.03% | 3,350 | -3,779 | -53.0% | -$37.43万 | 重新持有 |
| SGOL | ETFS GOLD TR | $32.79万 | 0.03% | 7,349 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $30.49万 | 0.02% | 9,849 | 2,970 | 43.2% | $9.20万 | 加仓 |
| IYW | ISHARES TR | $28.79万 | 0.02% | 1,587 | -88,522 | -98.2% | -$1,606.00万 | 减仓 |
| FNV | FRANCO NEV CORP | $28.24万 | 0.02% | 1,143 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $27.69万 | 0.02% | 3,784 | -80,683 | -95.5% | -$590.40万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $27.24万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $23.28万 | 0.02% | 2,541 | -12,850 | -83.5% | -$117.74万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $21.93万 | 0.02% | 7,918 | -4,655 | -37.0% | -$12.89万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.00万 | 0.02% | 2,871 | 2,871 | — | $21.00万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $17.14万 | 0.01% | 14,073 | 14,073 | — | $17.14万 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $11.08万 | 0.01% | 11,043 | 11,043 | — | $11.08万 | 新建仓 |
| — | SURF AIR MOBILITY INC | $3.49万 | 0.00% | 30,339 | 1,120 | 3.8% | $1,288 | 重新持有 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -312,224 | -100.0% | -$1.63亿 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -174,607 | -100.0% | -$1.53亿 | 清仓 |