Freedom Day Solutions, LLC
- SEC CIK
- 0001467517
- 最新申報
- 2026/7/24
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 21 檔
- 估計 +$2,827 萬
- 加碼
- 16 檔
- 估計 +$158.4 萬
- 減碼
- 78 檔
- 估計 −$1,672 萬
- 清倉
- 5 檔
- 估計 −$714.5 萬
總值從 $1.88 億變成 $2.10 億（+$2,163 萬 (+11.5%)），持股從 100 檔變成 116 檔（+16）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Alpha Architect ETF Tr02072L847 | 新進– | 552,5420 | +552,542 | $1,395 萬$0 | +$1,395 萬 | 6.6%0.0% | +6.65 |
| AAPLApple Inc. | 減碼歷史 | 61,56866,135 | −4,567−6.9% | $843.2 萬$807.8 萬 | −$62.5 萬 | 4.0%4.3% | −0.27 |
| AMZNAmazon Com Inc | 減碼歷史 | 1,6981,784 | −86−4.8% | $584.0 萬$551.7 萬 | −$29.6 萬 | 2.8%2.9% | −0.15 |
| TXNTexas Instruments Inc | 減碼歷史 | 24,14826,531 | −2,383−9.0% | $464.4 萬$501.4 萬 | −$45.8 萬 | 2.2%2.7% | −0.45 |
| ACNAccenture plc | 減碼歷史 | 14,32715,305 | −978−6.4% | $422.3 萬$422.8 萬 | −$28.8 萬 | 2.0%2.2% | −0.23 |
| MSFTMicrosoft Corp | 減碼歷史 | 15,23616,022 | −786−4.9% | $412.7 萬$377.8 萬 | −$21.3 萬 | 2.0%2.0% | −0.04 |
| TGTTarget Corp | 減碼歷史 | 16,96918,115 | −1,146−6.3% | $410.2 萬$358.8 萬 | −$27.7 萬 | 2.0%1.9% | +0.05 |
| NVDANVIDIA Corp | 減碼歷史 | 5,0835,308 | −225−4.2% | $406.7 萬$283.4 萬 | −$18.0 萬 | 1.9%1.5% | +0.43 |
| SPGIS&P Global Inc. | 減碼歷史 | 9,84310,316 | −473−4.6% | $404.0 萬$364.0 萬 | −$19.4 萬 | 1.9%1.9% | −0.01 |
| CCICrown Castle Inc. | 減碼歷史 | 18,30719,441 | −1,134−5.8% | $357.2 萬$334.6 萬 | −$22.1 萬 | 1.7%1.8% | −0.08 |
| METAMeta Platforms, Inc. | 減碼歷史 | 10,24310,869 | −626−5.8% | $356.2 萬$320.1 萬 | −$21.8 萬 | 1.7%1.7% | 0.00 |
| AOSSmith A O Corp | 減碼歷史 | 45,48146,786 | −1,305−2.8% | $327.7 萬$316.3 萬 | −$9.40 萬 | 1.6%1.7% | −0.12 |
| MSCIMSCI Inc. | 減碼歷史 | 6,0746,485 | −411−6.3% | $323.7 萬$271.9 萬 | −$21.9 萬 | 1.5%1.4% | +0.10 |
| WSOWatsco Inc | 減碼歷史 | 11,26011,945 | −685−5.7% | $322.7 萬$311.5 萬 | −$19.6 萬 | 1.5%1.7% | −0.12 |
| MKCMcCormick & Co Inc | 減碼歷史 | 35,89437,501 | −1,607−4.3% | $317.0 萬$334.4 萬 | −$14.2 萬 | 1.5%1.8% | −0.27 |
| GOOGLAlphabet Inc. | 減碼歷史 | 1,2761,339 | −63−4.7% | $311.4 萬$276.0 萬 | −$15.4 萬 | 1.5%1.5% | +0.02 |
| JNJJohnson & Johnson | 減碼歷史 | 18,80119,591 | −790−4.0% | $309.7 萬$322.0 萬 | −$13.0 萬 | 1.5%1.7% | −0.24 |
| CHDChurch & Dwight Co Inc | 減碼歷史 | 35,59037,483 | −1,893−5.1% | $303.3 萬$327.4 萬 | −$16.1 萬 | 1.4%1.7% | −0.29 |
| SHWSherwin Williams Co | 減碼依 3 比 1 拆股換算歷史 | 11,02811,862 | −834−7.0% | $300.4 萬$291.8 萬 | −$22.7 萬 | 1.4%1.6% | −0.12 |
| MSMorgan Stanley | 減碼歷史 | 31,79133,932 | −2,141−6.3% | $291.5 萬$263.5 萬 | −$19.6 萬 | 1.4%1.4% | −0.01 |
| AAgilent Technologies, Inc. | 減碼歷史 | 19,00219,950 | −948−4.8% | $280.9 萬$253.6 萬 | −$14.0 萬 | 1.3%1.3% | −0.01 |
| VVisa Inc. | 減碼歷史 | 11,86012,169 | −309−2.5% | $277.3 萬$257.6 萬 | −$7.22 萬 | 1.3%1.4% | −0.05 |
| WMTWalmart Inc. | 減碼歷史 | 19,38720,450 | −1,063−5.2% | $273.4 萬$277.8 萬 | −$15.0 萬 | 1.3%1.5% | −0.17 |
| TTWOTake Two Interactive Software Inc | 減碼歷史 | 15,39817,738 | −2,340−13.2% | $272.6 萬$313.4 萬 | −$41.4 萬 | 1.3%1.7% | −0.37 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 5,3755,277 | +98+1.9% | $271.1 萬$240.8 萬 | +$4.94 萬 | 1.3%1.3% | +0.01 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 9,17612,005 | −2,829−23.6% | $267.5 萬$291.5 萬 | −$82.5 萬 | 1.3%1.5% | −0.27 |
| AVGOBroadcom Inc. | 減碼歷史 | 5,5095,936 | −427−7.2% | $262.7 萬$275.2 萬 | −$20.4 萬 | 1.3%1.5% | −0.21 |
| INTUIntuit Inc. | 減碼歷史 | 5,3545,531 | −177−3.2% | $262.4 萬$211.9 萬 | −$8.67 萬 | 1.3%1.1% | +0.12 |
| UNHUnitedHealth Group Inc | 減碼歷史 | 6,4356,495 | −60−0.9% | $257.7 萬$241.6 萬 | −$2.40 萬 | 1.2%1.3% | −0.06 |
| TSCOTractor Supply Co | 減碼歷史 | 13,53013,951 | −421−3.0% | $251.7 萬$247.0 萬 | −$7.83 萬 | 1.2%1.3% | −0.11 |
| ADBEAdobe Inc. | 減碼歷史 | 4,2214,230 | −9−0.2% | $247.2 萬$201.1 萬 | −$5,270.79 | 1.2%1.1% | +0.11 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 8,80511,048 | −2,243−20.3% | $244.7 萬$282.2 萬 | −$62.3 萬 | 1.2%1.5% | −0.33 |
| LOWLowes Companies Inc | 減碼歷史 | 12,59915,423 | −2,824−18.3% | $244.4 萬$293.3 萬 | −$54.8 萬 | 1.2%1.6% | −0.39 |
| BBYBest Buy Co Inc | 減碼歷史 | 21,19922,093 | −894−4.0% | $243.7 萬$253.6 萬 | −$10.3 萬 | 1.2%1.3% | −0.19 |
| DLRDigital Realty Trust, Inc. | 減碼歷史 | 16,02016,120 | −100−0.6% | $241.0 萬$227.0 萬 | −$1.50 萬 | 1.1%1.2% | −0.06 |
| SLGNSilgan Holdings Inc | 減碼歷史 | 57,69458,165 | −471−0.8% | $239.4 萬$244.5 萬 | −$1.95 萬 | 1.1%1.3% | −0.16 |
| LHXL3HARRIS Technologies, Inc. | 減碼歷史 | 11,04911,362 | −313−2.8% | $238.8 萬$230.3 萬 | −$6.76 萬 | 1.1%1.2% | −0.09 |
| CTASCintas Corp | 加碼歷史 | 6,1666,126 | +40+0.7% | $235.5 萬$209.1 萬 | +$1.53 萬 | 1.1%1.1% | +0.01 |
| DPZDominos Pizza Inc | 減碼歷史 | 5,0055,130 | −125−2.4% | $233.4 萬$188.7 萬 | −$5.83 萬 | 1.1%1.0% | +0.11 |
| CRMSalesforce, Inc. | 減碼歷史 | 9,48110,819 | −1,338−12.4% | $231.6 萬$229.2 萬 | −$32.7 萬 | 1.1%1.2% | −0.11 |
| VZVerizon Communications Inc | 減碼歷史 | 41,24241,900 | −658−1.6% | $231.1 萬$243.6 萬 | −$3.69 萬 | 1.1%1.3% | −0.19 |
| AMGNAmgen Inc | 減碼歷史 | 9,4699,865 | −396−4.0% | $230.8 萬$245.5 萬 | −$9.65 萬 | 1.1%1.3% | −0.20 |
| BALLBALL Corp | 減碼歷史 | 28,38534,881 | −6,496−18.6% | $230.0 萬$295.6 萬 | −$52.6 萬 | 1.1%1.6% | −0.47 |
| ABBVAbbVie Inc. | 減碼歷史 | 20,34721,640 | −1,293−6.0% | $229.2 萬$234.2 萬 | −$14.6 萬 | 1.1%1.2% | −0.15 |
| CPRTCopart Inc | 減碼歷史 | 17,35017,675 | −325−1.8% | $228.7 萬$192.0 萬 | −$4.28 萬 | 1.1%1.0% | +0.07 |
| HDHome Depot, Inc. | 減碼歷史 | 6,8087,069 | −261−3.7% | $217.1 萬$215.8 萬 | −$8.32 萬 | 1.0%1.1% | −0.11 |
| STESTERIS plc | 加碼歷史 | 9,3259,297 | +28+0.3% | $192.4 萬$177.1 萬 | +$5,777.16 | 0.9%0.9% | −0.02 |
| ZTSZoetis Inc. | 加碼歷史 | 10,17010,119 | +51+0.5% | $189.5 萬$159.3 萬 | +$9,502.95 | 0.9%0.8% | +0.06 |
| BACBank of America Corp | 減碼歷史 | 45,73747,257 | −1,520−3.2% | $188.6 萬$182.8 萬 | −$6.27 萬 | 0.9%1.0% | −0.07 |
| SCLStepan Co | 減碼歷史 | 15,44616,712 | −1,266−7.6% | $185.8 萬$212.4 萬 | −$15.2 萬 | 0.9%1.1% | −0.24 |
| PGProcter & Gamble Co | 減碼歷史 | 13,33613,923 | −587−4.2% | $179.9 萬$188.6 萬 | −$7.92 萬 | 0.9%1.0% | −0.14 |
| MMM3M Co | 減碼歷史 | 8,7439,047 | −304−3.4% | $173.6 萬$174.3 萬 | −$6.04 萬 | 0.8%0.9% | −0.10 |
| MCDMcDonalds Corp | 減碼歷史 | 7,2427,468 | −226−3.0% | $167.3 萬$167.4 萬 | −$5.22 萬 | 0.8%0.9% | −0.09 |
| ROPRoper Technologies Inc | 加碼歷史 | 3,5321,711 | +1,821+106.4% | $166.0 萬$69.0 萬 | +$85.6 萬 | 0.8%0.4% | +0.42 |
| LLYEli Lilly & Co | 新進歷史 | 6,8950 | +6,895 | $158.2 萬$0 | +$158.2 萬 | 0.8%0.0% | +0.75 |
| TRPTC Energy Corp | 減碼歷史 | 31,86333,395 | −1,532−4.6% | $157.8 萬$152.8 萬 | −$7.59 萬 | 0.8%0.8% | −0.06 |
| POOLPool Corp | 新進歷史 | 3,2760 | +3,276 | $150.2 萬$0 | +$150.2 萬 | 0.7%0.0% | +0.72 |
| UNPUnion Pacific Corp | 減碼歷史 | 6,8197,078 | −259−3.7% | $150.0 萬$156.0 萬 | −$5.70 萬 | 0.7%0.8% | −0.11 |
| CECelanese Corp | 減碼歷史 | 9,61010,352 | −742−7.2% | $145.7 萬$155.1 萬 | −$11.2 萬 | 0.7%0.8% | −0.13 |
| KLACKLA Corp | 減碼歷史 | 4,3214,495 | −174−3.9% | $140.1 萬$148.5 萬 | −$5.64 萬 | 0.7%0.8% | −0.12 |
| GSGoldman Sachs Group Inc | 減碼歷史 | 3,4493,808 | −359−9.4% | $130.9 萬$124.5 萬 | −$13.6 萬 | 0.6%0.7% | −0.04 |
| ITWIllinois Tool Works Inc | 減碼歷史 | 5,8446,237 | −393−6.3% | $130.6 萬$138.1 萬 | −$8.78 萬 | 0.6%0.7% | −0.11 |
| DGDollar General Corp | 新進歷史 | 5,5800 | +5,580 | $120.7 萬$0 | +$120.7 萬 | 0.6%0.0% | +0.58 |
| FNFFidelity National Financial, Inc. | 減碼歷史 | 27,38429,559 | −2,175−7.4% | $119.0 萬$120.2 萬 | −$9.45 萬 | 0.6%0.6% | −0.07 |
| ORealty Income Corp | 減碼歷史 | 17,38719,016 | −1,629−8.6% | $116.0 萬$120.7 萬 | −$10.9 萬 | 0.6%0.6% | −0.09 |
| LOGILogitech International S.A. | 新進歷史 | 9,4200 | +9,420 | $113.9 萬$0 | +$113.9 萬 | 0.5%0.0% | +0.54 |
| CLXClorox Co | 減碼歷史 | 6,2016,783 | −582−8.6% | $111.6 萬$130.8 萬 | −$10.5 萬 | 0.5%0.7% | −0.16 |
| KOCoca Cola Co | 減碼歷史 | 18,18918,389 | −200−1.1% | $98.4 萬$96.9 萬 | −$1.08 萬 | 0.5%0.5% | −0.05 |
| HRLHormel Foods Corp | 減碼歷史 | 20,29161,329 | −41,038−66.9% | $96.9 萬$293.0 萬 | −$196.0 萬 | 0.5%1.6% | −1.10 |
| PXDPioneer Natural Resources Co | 新進歷史 | 5,8980 | +5,898 | $95.8 萬$0 | +$95.8 萬 | 0.5%0.0% | +0.46 |
| ULUnilever PLC | 減碼歷史 | 15,56117,734 | −2,173−12.3% | $91.0 萬$99.0 萬 | −$12.7 萬 | 0.4%0.5% | −0.09 |
| TYLTyler Technologies Inc | 新進歷史 | 2,0050 | +2,005 | $90.7 萬$0 | +$90.7 萬 | 0.4%0.0% | +0.43 |
| CBOECboe Global Markets, Inc. | 新進歷史 | 7,5150 | +7,515 | $89.5 萬$0 | +$89.5 萬 | 0.4%0.0% | +0.43 |
| MDTMedtronic plc | 減碼歷史 | 7,13222,909 | −15,777−68.9% | $88.5 萬$270.6 萬 | −$195.8 萬 | 0.4%1.4% | −1.02 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 16,48216,256 | +226+1.4% | $87.4 萬$84.1 萬 | +$1.20 萬 | 0.4%0.4% | −0.03 |
| MRKMerck & Co., Inc. | 減碼歷史 | 10,61412,042 | −1,428−11.9% | $82.5 萬$92.8 萬 | −$11.1 萬 | 0.4%0.5% | −0.10 |
| PGRProgressive Corp | 加碼歷史 | 8,3447,030 | +1,314+18.7% | $81.9 萬$67.2 萬 | +$12.9 萬 | 0.4%0.4% | +0.03 |
| SPDR Series Trust78464A805 | 新進– | 14,6860 | +14,686 | $77.8 萬$0 | +$77.8 萬 | 0.4%0.0% | +0.37 |
| HZOMarinemax Inc | 新進歷史 | 14,9280 | +14,928 | $72.8 萬$0 | +$72.8 萬 | 0.3%0.0% | +0.35 |
| NSPInsperity, Inc. | 新進歷史 | 7,1620 | +7,162 | $64.7 萬$0 | +$64.7 萬 | 0.3%0.0% | +0.31 |
| GRMNGarmin Ltd | 新進歷史 | 4,3530 | +4,353 | $63.0 萬$0 | +$63.0 萬 | 0.3%0.0% | +0.30 |
| Vanguard Ftse Developed Markets ETF921943858 | 新進– | 12,2080 | +12,208 | $62.9 萬$0 | +$62.9 萬 | 0.3%0.0% | +0.30 |
| OZKBank OZK | 減碼歷史 | 14,42514,706 | −281−1.9% | $60.8 萬$60.1 萬 | −$1.18 萬 | 0.3%0.3% | −0.03 |
| CINFCincinnati Financial Corp | 減碼歷史 | 5,0465,054 | −8−0.2% | $58.8 萬$52.1 萬 | −$932.22 | 0.3%0.3% | 0.00 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 10,5514,439 | +6,112+137.7% | $57.3 萬$23.1 萬 | +$33.2 萬 | 0.3%0.1% | +0.15 |
| SBUXStarbucks Corp | 減碼歷史 | 4,8905,114 | −224−4.4% | $54.7 萬$55.9 萬 | −$2.51 萬 | 0.3%0.3% | −0.04 |
| CMCSAComcast Corp | 加碼歷史 | 9,5639,297 | +266+2.9% | $54.5 萬$50.3 萬 | +$1.52 萬 | 0.3%0.3% | −0.01 |
| Vanguard Morningstar Growth ETF922908736 | 新進– | 1,8140 | +1,814 | $52.0 萬$0 | +$52.0 萬 | 0.2%0.0% | +0.25 |
| ABTAbbott Laboratories | 減碼歷史 | 4,4264,673 | −247−5.3% | $51.3 萬$56.0 萬 | −$2.86 萬 | 0.2%0.3% | −0.05 |
| MASMasco Corp | 新進歷史 | 8,6490 | +8,649 | $50.9 萬$0 | +$50.9 萬 | 0.2%0.0% | +0.24 |
| KMBKimberly Clark Corp | 減碼歷史 | 3,4133,753 | −340−9.1% | $45.7 萬$52.2 萬 | −$4.55 萬 | 0.2%0.3% | −0.06 |
| iShares S&P 500 Growth ETF464287309 | 減碼– | 6,1907,076 | −886−12.5% | $45.0 萬$46.1 萬 | −$6.44 萬 | 0.2%0.2% | −0.03 |
| iShares Core MSCI Total International Stock ETF46432F834 | 加碼– | 5,8013,851 | +1,950+50.6% | $42.5 萬$27.1 萬 | +$14.3 萬 | 0.2%0.1% | +0.06 |
| BLKBlackRock, Inc. | 減碼歷史 | 450454 | −4−0.9% | $39.4 萬$34.2 萬 | −$3,502.22 | 0.2%0.2% | +0.01 |
| Vanguard Morningstar Value ETF922908744 | 新進– | 2,8450 | +2,845 | $39.1 萬$0 | +$39.1 萬 | 0.2%0.0% | +0.19 |
| AWRAmerican States Water Co | 減碼歷史 | 4,5304,963 | −433−8.7% | $36.0 萬$37.5 萬 | −$3.44 萬 | 0.2%0.2% | −0.03 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | 減碼– | 4,3594,839 | −480−9.9% | $35.3 萬$37.9 萬 | −$3.89 萬 | 0.2%0.2% | −0.03 |
| EDConsolidated Edison Inc | 減碼歷史 | 4,9008,824 | −3,924−44.5% | $35.1 萬$66.0 萬 | −$28.1 萬 | 0.2%0.4% | −0.18 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | 減碼– | 2,5832,877 | −294−10.2% | $34.2 萬$36.9 萬 | −$3.89 萬 | 0.2%0.2% | −0.03 |
| COLDAmericold Realty Trust | 減碼歷史 | 8,6049,675 | −1,071−11.1% | $32.6 萬$37.2 萬 | −$4.06 萬 | 0.2%0.2% | −0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。