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Financial Freedom, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$2.0亿

申报季度: 2026-03-31 · 持股只数: 426

Financial Freedom, LLC在最新一期 13F 报告中披露了 426 项持股，申报期为 2026-03-31，总持股市值约为 US$2.0亿，季度换手率为 13.0%。

机构性格雪花图

集中度
10.35
持仓稳定性
12.95
动能／逆势
100
行业集中度
58.76
多样化
100
仓位均衡度
68.3

近期动向

  • 减仓 VFH

    -17.6%　-US$165.3万

  • 加仓 XLE

    -8.4%　US$148.6万

  • 加仓 ISCF

    +86.4%　US$140.8万

  • 减仓 QQQ

    -1.6%　-US$114.7万

  • 减仓 XLF

    -22.3%　-US$85.2万

  • 加仓 IYF

    +90.3%　US$82.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VCITVanguard Int-term CorporateETF-投资级公司债7.56%+0.22%+3.86%
2QQQInvesco Qqq Trust Series 1ETF-科技型7.02%-0.54%-1.58%
3VGTVanguard Info Tech ETFETF-科技型5.17%-0.40%-0.15%
4SMHVaneck Semiconductor ETFETF-其他3.65%+0.22%-0.49%
5XLESs Energy Select SectorETF-其他3.63%+0.75%-8.36%
6VCRVanguard Consumer Discre ETFETF-其他3.27%-0.31%-0.20%
7IMTMIshares Msci Intl Momentum FETF-其他3.12%—-1.20%
8PGProcter & Gamble Co/the股票-非周期性消费2.82%—+0.05%
9XLVSs Health Care Select SectorETF-其他2.67%-0.31%-5.73%
10VFHVanguard Financials ETFETF-其他2.42%-0.81%-17.59%
11IYWIshares Ustechnology ETFETF-科技型2.38%-0.29%-2.33%
12DTCRGlobal X Data Center & DigitETF-其他1.99%+0.29%+2.25%
13VFMOVanguard US Momentum FactorETF-其他1.89%+0.14%+4.39%
14VBVanguard Small-cap ETFETF-其他1.86%-0.19%-11.04%
15IWYIshares Russell Top 200 GrowETF-其他1.74%-0.29%-5.03%
16XSMOInvesco S&p Smallcap MomentuETF-其他1.73%+0.07%-1.35%
17IGMIshares Expanded Tech SectorETF-科技型1.63%-0.09%+2.89%
18VDEVanguard Energy ETFETF-其他1.53%+0.23%-14.31%
19ISCFIshares International SmallETF-其他1.50%+0.70%+86.39%
20VOVanguard Mid-cap ETFETF-其他1.48%—+0.19%
21AAPLApple INC股票-科技1.33%-0.09%+0.07%
22VHTVanguard Health Care ETFETF-其他1.29%-0.06%+0.75%
23UFOXDefiance Connective Tech ETFETF-科技型1.26%+0.09%+0.62%
24VBRVanguard Small-cap Value ETFETF-其他1.22%-0.12%-11.50%
25AGGIshares Core U.s. AggregateETF-其他1.22%—+0.15%
26MGCVanguard Mega Cap ETFETF-其他1.19%+0.05%+10.86%
27QTUMDefiance Quantum ETFETF-其他1.19%—+4.00%
28XLYSs Consumer Disc Select SectETF-其他1.03%-0.15%-4.64%
29MSFTMicrosoft CORP股票-科技1.00%-0.27%+2.21%
30XLFSs Financial Select SectorETF-其他0.99%-0.42%-22.32%
31IYFIshares US Financials ETFETF-其他0.97%+0.41%+90.33%
32SCHPSchwab U.s. Tips ETFETF-其他0.97%——
33NANRSta Str Sp S&p Nor An Res-uiETF-其他0.81%+0.19%+4.66%
34FBNDFidelity Total Bond ETFETF-其他0.76%+0.12%+20.35%
35PAVEGlobal X US InfrastructureETF-其他0.76%—-1.05%
36IWPIshares Russell Mid-cap GrowETF-其他0.75%-0.05%+0.03%
37VTIVanguard Total Stock Mkt ETFETF-其他0.73%—+3.80%
38MCDMcdonald's CORP股票-周期性消费0.72%—+0.28%
39XOMExxon Mobil CORP股票-能源0.66%+0.20%+1.35%
40NVDANvidia CORP股票-科技0.65%-0.08%-4.78%
41CORPPimco Inv Grade CORP Bd ETFETF-其他0.64%—-1.51%
42JNJJohnson & Johnson股票-医疗保健0.62%+0.10%+0.14%
43XMMOInvesco S&p Midcap MomentumETF-其他0.55%+0.09%+13.79%
44UTESVirtus Reaves Utilities ETFETF-其他0.54%+0.54%NEW
45ONEVSs Spdr R1000 Lo Vol Foc ETFETF-其他0.50%-0.07%-13.43%
46VOOVanguard S&p 500 ETFETF-大型股与成长0.49%—+0.06%
47FENYFidelity Msci Energy IndexETF-大型股与成长0.48%+0.13%+0.56%
48FTECFidelity Msci Info Tech IndxETF-科技型0.45%—+0.18%
49PPHVaneck Pharmaceutical ETFETF-其他0.45%—-3.19%
50VWOVanguard Ftse Emerging MarkeETF-新兴市场0.45%-0.23%-34.76%
1–50 of 426

本季持股变动

Financial Freedom, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Virtus Reaves Utilities ETF (UTES); 清仓: First Trust Nasdaq Cybersecu (CIBR); 清仓: Ss Spdr P S&p 400 Midcap ETF (SPMD); 清仓: Amplify Cybersecurity ETF (HACK); 减仓: Vanguard Financials ETF (VFH) — 股数 -17.59%.

Financial Freedom, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XLESs Energy Select Sector+0.8%-8.36%减仓
2ISCFIshares International Small+0.7%+86.39%加仓
3IYFIshares US Financials ETF+0.4%+90.33%加仓
4DTCRGlobal X Data Center & Digit+0.3%+2.25%加仓
5VDEVanguard Energy ETF+0.2%-14.31%减仓
6FENIFidelity Enhanced Intl ETF+0.2%+524.62%加仓
7SMHVaneck Semiconductor ETF+0.2%-0.49%减仓
8VCITVanguard Int-term Corporate+0.2%+3.86%加仓
9XOMExxon Mobil CORP+0.2%+1.35%加仓
10NANRSta Str Sp S&p Nor An Res-ui+0.2%+4.66%加仓
11VFMOVanguard US Momentum Factor+0.1%+4.39%加仓
12FENYFidelity Msci Energy Index+0.1%+0.56%加仓
13IVVIshares Core S&p 500 ETF+0.1%+92.81%加仓
14FBNDFidelity Total Bond ETF+0.1%+20.35%加仓
15JNJJohnson & Johnson+0.1%+0.14%加仓
16XMMOInvesco S&p Midcap Momentum+0.1%+13.79%加仓
17UFOXDefiance Connective Tech ETF+0.1%+0.62%加仓
18XSMOInvesco S&p Smallcap Momentu+0.1%-1.35%减仓
19VXUSVanguard Total Intl Stock+0.1%+40.38%加仓
20SPMOInvesco S&p 500 Momentum ETF+0.1%+52.76%加仓
21MGCVanguard Mega Cap ETF+0.1%+10.86%加仓
22IWPIshares Russell Mid-cap Grow-0.1%+0.03%加仓
23DRIVGlobal X Autonomous&elec-etf-0.1%-68.54%减仓
24VHTVanguard Health Care ETF-0.1%+0.75%加仓
25VIOVVanguard S&p Small-cap 600 V-0.1%-82.36%减仓
26ONEVSs Spdr R1000 Lo Vol Foc ETF-0.1%-13.43%减仓
27FNCLFidelity Msci Financial Indx-0.1%-17.43%减仓
28NVDANvidia CORP-0.1%-4.78%减仓
29IGMIshares Expanded Tech Sector-0.1%+2.89%加仓
30MUBIshares National Muni Bond E-0.1%-90.21%减仓
31AAPLApple INC-0.1%+0.07%加仓
32VBRVanguard Small-cap Value ETF-0.1%-11.50%减仓
33XLYSs Consumer Disc Select Sect-0.2%-4.64%减仓
34VBVanguard Small-cap ETF-0.2%-11.04%减仓
35VTEBVanguard Tax-exempt Bond ETF-0.2%-73.96%减仓
36VWOVanguard Ftse Emerging Marke-0.2%-34.76%减仓
37EMGFIshares Emerging Markets Equ-0.2%-61.33%减仓
38MSFTMicrosoft CORP-0.3%+2.21%加仓
39IYWIshares Ustechnology ETF-0.3%-2.33%减仓
40IWYIshares Russell Top 200 Grow-0.3%-5.03%减仓
41VCRVanguard Consumer Discre ETF-0.3%-0.20%减仓
42XLVSs Health Care Select Sector-0.3%-5.73%减仓
43VGTVanguard Info Tech ETF-0.4%-0.15%减仓
44XLFSs Financial Select Sector-0.4%-22.32%减仓
45QQQInvesco Qqq Trust Series 1-0.5%-1.58%减仓
46VFHVanguard Financials ETF-0.8%-17.59%减仓
47UTESVirtus Reaves Utilities ETF—NEW新建仓
48CIBRFirst Trust Nasdaq Cybersecu—EXIT清仓
49SPMDSs Spdr P S&p 400 Midcap ETF—EXIT清仓
50HACKAmplify Cybersecurity ETF—EXIT清仓

FAQ

Financial Freedom, LLC 是什么机构？属于哪种投资人类型？
Financial Freedom, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.0亿，分布在 426 个已申报仓位之中。
Financial Freedom, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Financial Freedom, LLC 按市值排列的前几大持股为： 1. Vanguard Int-term Corporate (VCIT) — US$1518.7万 (7.6%) 2. Invesco Qqq Trust Series 1 (QQQ) — US$1408.9万 (7.0%) 3. Vanguard Info Tech ETF (VGT) — US$1037.2万 (5.2%) 4. Vaneck Semiconductor ETF (SMH) — US$732.6万 (3.6%) 5. Ss Energy Select Sector (XLE) — US$729.8万 (3.6%)
Financial Freedom, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Financial Freedom, LLC 共进行了 50 项显著调整：新建仓 1 个仓位、加仓 22 个既有持股、减仓 24 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Virtus Reaves Utilities ETF (UTES); 清仓: First Trust Nasdaq Cybersecu (CIBR); 清仓: Ss Spdr P S&p 400 Midcap ETF (SPMD); 清仓: Amplify Cybersecurity ETF (HACK); 减仓: Vanguard Financials ETF (VFH) — 股数 -17.59%
Financial Freedom, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Financial Freedom, LLC 的主要板块分布如下： • Information Technology: 30.9% • Consumer Staples: 25.7% • Health Care: 10.2% • Consumer Discretionary: 10.0% • Financials: 7.3% • Energy: 5.9%