13F 机构持仓

True Freedom Investing, LLC

COEUR D'ALENE ID · SEC CIK 0002096483

2026Q22026Q1 更早 9 个季度 🔒
$12.77亿2026Q2 申报市值
97持仓数
74.6%前十大占比 · 第一大 17.7%
0 / 1新建仓 / 清仓
申报市值走势$12.77亿2026Q2
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

IJS 17.7%
IWM 17.6%
IJK 17.5%
GLD 7.3%
BIV 3.0%
XLE 2.8%
SCHX 2.6%
BND 2.4%
SCHF 2.2%
SPY 1.6%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

IJS 减仓-$403.38万
IWM 减仓-$401.93万
IJK 减仓-$389.38万
BND 减仓-$166.06万
SCHX 减仓-$144.27万

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
IJS ISHARES TR $2.26亿17.68%1,906,412 -34,055-1.8% -$403.38万 减仓
IWM ISHARES TR $2.24亿17.56%904,461 -16,207-1.8% -$401.93万 减仓
IJK ISHARES TR $2.23亿17.47%2,217,617 -38,698-1.7% -$389.38万 减仓
GLD SPDR GOLD TR $9,272.53万7.26%215,495 -3,258-1.5% -$140.19万 减仓
BIV VANGUARD BD INDEX FDS $3,830.47万3.00%496,303 -13,068-2.6% -$100.86万 减仓
XLE SELECT SECTOR SPDR TR $3,523.17万2.76%575,117 -21,822-3.7% -$133.68万 减仓
SCHX SCHWAB STRATEGIC TR $3,357.22万2.63%1,309,369 -56,267-4.1% -$144.27万 减仓
BND VANGUARD BD INDEX FDS $3,114.13万2.44%422,886 -22,550-5.1% -$166.06万 减仓
SCHF SCHWAB STRATEGIC TR $2,816.31万2.21%1,137,902 -48,821-4.1% -$120.83万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2,072.30万1.62%31,865 -377-1.2% -$24.52万 减仓
IEF ISHARES TR $1,408.43万1.10%147,572 -11,051-7.0% -$105.47万 减仓
COP CONOCOPHILLIPS $1,053.64万0.82%79,821 -851-1.1% -$11.23万 减仓
— EXXON MOBIL CORP $999.60万0.78%58,918 -233-0.4% -$3.95万 减仓
MSFT MICROSOFT CORP $803.21万0.63%21,698 -248-1.1% -$9.18万 减仓
PSX PHILLIPS 66 $735.48万0.58%40,371 -201-0.5% -$3.66万 减仓
QCOM QUALCOMM INC $700.22万0.55%54,373 -659-1.2% -$8.49万 减仓
CVX CHEVRON CORPORATION $683.18万0.53%33,020 -178-0.5% -$3.68万 减仓
MRK MERCK & CO INC $681.75万0.53%56,676 -328-0.6% -$3.95万 减仓
VZ VERIZON COMMUNICATIONS INC $655.40万0.51%130,558 -754-0.6% -$3.79万 减仓
AZN ASTRAZENECA PLC $654.24万0.51%33,173 -170-0.5% -$3.35万 减仓
SCHD SCHWAB STRATEGIC TR $637.30万0.50%207,724 -4,518-2.1% -$13.86万 减仓
AAPL APPLE INC $616.67万0.48%24,299 00.0% — 不变
C CITIGROUP INC $614.30万0.48%54,166 -288-0.5% -$3.27万 减仓
AMGN AMGEN INC $606.67万0.48%17,242 -97-0.6% -$3.41万 减仓
ABBV ABBVIE INC $604.80万0.47%27,808 -134-0.5% -$2.91万 减仓
JPM JPMORGAN CHASE & CO $600.58万0.47%20,417 -101-0.5% -$2.97万 减仓
SCHB SCHWAB STRATEGIC TR $596.21万0.47%237,535 -4,665-1.9% -$11.71万 减仓
PEP PEPSICO INC $575.84万0.45%37,081 -202-0.5% -$3.14万 减仓
SPMD SPDR SERIES TRUST $571.08万0.45%96,433 -2,099-2.1% -$12.43万 减仓
— DIMENSIONAL ETF TRUST $568.33万0.44%79,900 -5,003-5.9% -$35.59万 减仓
DUK DUKE ENERGY CORP NEW $567.67万0.44%43,354 -249-0.6% -$3.26万 减仓
IGSB ISHARES TR $565.77万0.44%107,643 -991-0.9% -$5.21万 减仓
SO SOUTHERN CO $563.98万0.44%58,431 -332-0.6% -$3.20万 减仓
WM WASTE MGMT INC DEL $562.85万0.44%24,494 -124-0.5% -$2.85万 减仓
AVGO BROADCOM INC $552.95万0.43%17,865 -207-1.1% -$6.41万 减仓
TXN TEXAS INSTRS INC $551.12万0.43%28,388 -166-0.6% -$3.22万 减仓
MCD MCDONALDS CORP $528.20万0.41%16,995 -94-0.6% -$2.92万 减仓
KMB KIMBERLY-CLARK CORP $507.05万0.40%52,561 -293-0.6% -$2.83万 减仓
OMC OMNICOM GROUP INC $504.93万0.40%67,047 -359-0.5% -$2.70万 减仓
PG PROCTER & GAMBLE CO $502.52万0.39%34,791 -188-0.5% -$2.72万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $501.15万0.39%10,458 -180-1.7% -$8.63万 减仓
AMT AMERICAN TOWER CORP $498.60万0.39%28,891 -165-0.6% -$2.85万 减仓
SCHE SCHWAB STRATEGIC TR $498.60万0.39%151,319 -7,813-4.9% -$25.74万 减仓
MET METLIFE INC $474.67万0.37%67,120 -383-0.6% -$2.71万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $467.25万0.37%13,826 -270-1.9% -$9.12万 减仓
IP INTERNATIONAL PAPER CO $457.39万0.36%128,121 -680-0.5% -$2.43万 减仓
UL UNILEVER PLC $451.17万0.35%79,194 -415-0.5% -$2.36万 减仓
ABT ABBOTT LABORATORIES $445.68万0.35%43,409 -241-0.6% -$2.47万 减仓
GPC GENUINE PARTS CO $443.48万0.35%41,937 -222-0.5% -$2.35万 减仓
ADP AUTOMATIC DATA PROCESSING IN $428.16万0.34%21,073 -110-0.5% -$2.23万 减仓
XLRE SELECT SECTOR SPDR TR $413.34万0.32%101,235 -5,141-4.8% -$20.99万 减仓
NVDA NVIDIA CORPORATION $391.41万0.31%22,443 -426-1.9% -$7.43万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $381.06万0.30%13,017 -275-2.1% -$8.05万 减仓
IQV IQVIA HLDGS INC $380.25万0.30%22,297 -484-2.1% -$8.25万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $365.23万0.29%219,883 -8,000-3.5% -$13.29万 减仓
META META PLATFORMS INC $357.07万0.28%6,241 -133-2.1% -$7.61万 减仓
PANW PALO ALTO NETWORKS INC $346.40万0.27%21,607 -472-2.1% -$7.57万 减仓
QQQ INVESCO QQQ TR $338.86万0.27%5,871 -365-5.9% -$21.07万 减仓
EEM ISHARES TR $337.63万0.26%59,452 -3,636-5.8% -$20.65万 减仓
VEEV VEEVA SYS INC $334.60万0.26%19,048 -405-2.1% -$7.11万 减仓
GOOG ALPHABET INC $333.77万0.26%11,635 -205-1.7% -$5.88万 减仓
DXCM DEXCOM INC $333.33万0.26%53,078 -1,116-2.1% -$7.01万 减仓
GD GENERAL DYNAMICS CORP $326.57万0.26%9,515 -193-2.0% -$6.62万 减仓
CRM SALESFORCE INC $322.79万0.25%17,292 -385-2.2% -$7.19万 减仓
AMZN AMAZON COM INC $314.32万0.25%15,092 -291-1.9% -$6.06万 减仓
IVW ISHARES TR $304.79万0.24%26,946 -1,773-6.2% -$20.05万 减仓
INTU INTUIT $294.20万0.23%6,804 -142-2.0% -$6.14万 减仓
MA MASTERCARD INCORPORATED $281.92万0.22%5,642 -119-2.1% -$5.95万 减仓
SCHO SCHWAB STRATEGIC TR $271.65万0.21%111,927 -3,499-3.0% -$8.49万 减仓
PLTR PALANTIR TECHNOLOGIES INC $176.95万0.14%12,097 -181-1.5% -$2.65万 减仓
HYG ISHARES TR $134.11万0.11%16,856 -513-3.0% -$4.08万 减仓
LQD ISHARES TR $133.52万0.10%12,251 -375-3.0% -$4.09万 减仓
SGOV ISHARES TR $113.18万0.09%11,244 00.0% — 不变
— CION INVT CORP $97.90万0.08%143,122 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $92.20万0.07%34,649 -62-0.2% -$1,650 减仓
VTI VANGUARD INDEX FDS $79.66万0.06%2,483 00.0% — 不变
IYM ISHARES TR $68.35万0.05%3,886 -1,202-23.6% -$21.14万 减仓
RTX RTX CORPORATION $61.56万0.05%3,191 00.0% — 不变
WMT WALMART INC $58.63万0.05%4,718 00.0% — 不变
TSLA TESLA INC $56.54万0.04%1,521 00.0% — 不变
RGLD ROYAL GOLD INC $45.99万0.04%1,807 00.0% — 不变
MMM 3M CO $44.40万0.03%3,057 00.0% — 不变
IAU ISHARES GOLD TR $37.72万0.03%4,279 00.0% — 不变
SLB SLB LIMITED $35.80万0.03%6,966 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $33.19万0.03%3,350 00.0% — 不变
SGOL ETFS GOLD TR $32.79万0.03%7,349 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $30.49万0.02%9,849 00.0% — 不变
FNV FRANCO NEV CORP $28.24万0.02%1,143 00.0% — 不变
EIX EDISON INTL $27.69万0.02%3,784 00.0% — 不变
CW CURTISS WRIGHT CORP $27.24万0.02%400 00.0% — 不变
BIL SPDR SERIES TRUST $23.28万0.02%2,541 00.0% — 不变
IYZ ISHARES TR $22.86万0.02%5,814 -8,023-58.0% -$31.54万 减仓
SPLV INVESCO EXCH TRADED FD TR II $21.00万0.02%2,871 00.0% — 不变
ROIV ROIVANT SCIENCES LTD $20.80万0.02%7,508 -410-5.2% -$1.14万 减仓
MSIF MSC INCOME FUND INC $17.14万0.01%14,073 00.0% — 不变
LPTH LIGHTPATH TECHNOLOGIES INC $11.08万0.01%11,043 00.0% — 不变
— SURF AIR MOBILITY INC $3.49万0.00%30,339 00.0% — 不变
IYW ISHARES TR $00.00%0 -1,587-100.0% -$28.79万 清仓