申报总市值
US$6078.7万
申报季度: 2023-09-30 · 持股只数: 47
FREEDOM WEALTH ALLIANCE, LLC在最新一期 13F 报告中披露了 47 项持股，申报期为 2023-09-30，总持股市值约为 US$6078.7万，季度换手率为 0.0%。
本季暂无持股变动
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 22.15% | — | +3.06% | |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 12.13% | — | +1.69% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 8.74% | — | -8.03% | |
| 4 | CFO | Victoryshares US 500 Enhance | ETF-其他 | 8.38% | — | -7.02% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 7.22% | — | -0.78% | |
| 6 | YYY | Amplify Cef High Income ETF | ETF-其他 | 7.06% | — | +4.80% | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.27% | — | -6.88% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.31% | — | -3.51% | |
| 9 | FTCS | First Trust Capital Strength | ETF-其他 | 2.34% | — | +1.29% | |
| 10 | PCEF | Invesco Cef Income Composite | ETF-其他 | 1.94% | — | +3.88% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.87% | — | -5.27% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.82% | — | -1.43% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | — | -11.83% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.18% | — | +2.92% | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 1.02% | — | -7.18% | |
| 16 | BND | Vanguard Total Bond Market | ETF-其他 | 1.00% | — | +4.61% | |
| 17 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.99% | — | -1.24% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.94% | — | -1.33% | |
| 19 | BX | Blackstone INC | 股票-金融 | 0.93% | — | +2.08% | |
| 20 | XMPT | Vaneck Cef Muni Income ETF | ETF-其他 | 0.90% | — | +0.21% | |
| 21 | WEC | Wec Energy Group INC | 股票-公用事业 | 0.79% | — | -20.75% | |
| 22 | ABBV | Abbvie INC | 股票-医疗保健 | 0.75% | — | -11.28% | |
| 23 | IFLN | Invesco Bloomberg Enhanced F | ETF-其他 | 0.71% | — | -0.21% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.61% | — | -2.79% | |
| 25 | DVN | Devon Energy CORP | 股票-能源 | 0.59% | — | -10.67% | |
| 26 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.57% | — | -27.30% | |
| 27 | MDIV | Ft Multi-asset Divers INC | ETF-其他 | 0.56% | — | +25.69% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.54% | — | +3.43% | |
| 29 | DE | Deere & Co | 股票-工业 | 0.52% | — | +22.71% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | — | -1.10% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 0.50% | — | -1.28% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.46% | — | -6.48% | |
| 33 | ABR | Arbor Realty Trust INC | 股票-房地产 | 0.39% | — | +0.77% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | — | -5.03% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.37% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | — | -17.61% | |
| 37 | INTC | Intel CORP | 股票-科技 | 0.36% | — | -50.28% | |
| 38 | FCEF | First Trust Exchange-traded | ETF-其他 | 0.35% | — | +10.73% | |
| 39 | SOFI | Sofi Technologies INC | 股票-金融 | 0.29% | — | +45.20% | |
| 40 | DPG | Duff & Phelps Utility & INC | 股票-其他 | 0.26% | — | — | |
| 41 | HIPS | Graniteshares Hips US High I | ETF-其他 | 0.20% | — | — | |
| 42 | LFMD | Lifemd INC | 股票-其他 | 0.11% | — | — | |
| 43 | LAB | Standard Biotools INC | 股票-其他 | 0.10% | — | — | |
| 44 | ✓ | Tourmaline Bio INC Com | 股票-其他 | 0.07% | — | — | |
| 45 | REKR | Rekor Systems INC | 股票-其他 | 0.05% | — | — | |
| 46 | REAL | Realreal Inc/the | 股票-其他 | 0.05% | — | — | |
| 47 | PFIEEUR | Profire Energy INC | 股票-其他 | 0.05% | — | — |
Q3 2026表现
+4.4%
近4个季度表现
+18.5%
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|