13F 机构持仓

FOUNDERS FINANCIAL SECURITIES LLC

TOWSON MD · SEC CIK 0001342396

2026Q22026Q1 更早 9 个季度 🔒
$17.72亿2026Q1 申报市值
530持仓数
29.1%前十大占比 · 第一大 6.2%
31 / 65新建仓 / 清仓
申报市值走势$19.52亿2026Q2
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

SPYG 6.2%
SPYV 4.8%
VIG 2.8%
DFAE 2.8%
VEA 2.5%
VO 2.4%
IJR 2.2%
XLK 1.8%
NVDA 1.8%
FBND 1.7%

2026Q1 买入最多 按季末市值估算

VIG 加仓+$1,943.95万
BLACKROCK ETF TR 新建仓+$1,535.59万
BIL 加仓+$848.25万
SPYG 加仓+$835.17万
LVHI 加仓+$719.64万

2026Q1 卖出最多 按季末市值估算

VOO 减仓-$1,078.22万
VUG 减仓-$710.74万
XLC 减仓-$682.45万
IYW 清仓-$618.91万
XLF 减仓-$555.59万

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
AMAT APPLIED MATLS INC $21.00万0.01%528 528— $21.00万 新建仓
TKO TKO GROUP HOLDINGS INC $21.20万0.01%1,076 -18-1.6% -$3,547 减仓
VOOV VANGUARD ADMIRAL FDS INC $21.21万0.01%1,012 00.0% — 不变
ARKQ ARK ETF TR $22.33万0.01%1,889 1,889— $22.33万 新建仓
VT VANGUARD INTL EQUITY INDEX F $22.34万0.01%1,541 -239-13.4% -$3.46万 减仓
IWY ISHARES TR $22.38万0.01%861 -2,634-75.4% -$68.47万 减仓
NEE NEXTERA ENERGY INC $22.44万0.01%2,375 -2,223-48.3% -$21.00万 减仓
— GOLDMAN SACHS ETF TR $22.52万0.01%4,728 1623.5% $7,715 加仓
NOBL PROSHARES TR $22.54万0.01%2,085 -1,747-45.6% -$18.89万 减仓
OXY OCCIDENTAL PETE CORP $22.63万0.01%3,867 3,867— $22.63万 新建仓
PSP INVESCO EXCHANGE TRADED FD T $22.92万0.01%3,984 00.0% — 不变
NKE NIKE INC $23.00万0.01%5,228 -278-5.0% -$1.22万 减仓
DHS WISDOMTREE TR $23.10万0.01%2,089 00.0% — 不变
SPHQ INVESCO EXCHANGE TRADED FD T $23.29万0.01%2,941 -837-22.2% -$6.63万 减仓
— INNOVATOR ETFS TRUST $23.45万0.01%7,741 7,741— $23.45万 新建仓
VTEC VANGUARD CALIF TAX FREE FDS $23.55万0.01%2,357 -75-3.1% -$7,493 减仓
FERG FERGUSON ENTERPRISES INC $23.67万0.01%933 -20-2.1% -$5,074 减仓
SCHH SCHWAB STRATEGIC TR $23.85万0.01%10,578 -644-5.7% -$1.45万 减仓
MELI MERCADOLIBRE INC $24.03万0.01%134 -1-0.7% -$1,793 减仓
TDIV FIRST TR EXCHANGE TRADED FD $24.13万0.01%2,496 -2,137-46.1% -$20.66万 减仓
CL COLGATE PALMOLIVE CO $24.22万0.01%2,814 -114-3.9% -$9,810 减仓
VST VISTRA CORP $24.26万0.01%1,588 20314.7% $3.10万 加仓
LUNR INTUITIVE MACHINES INC $24.35万0.01%11,083 00.0% — 不变
PAVE GLOBAL X FDS $24.70万0.01%4,525 -177-3.8% -$9,661 重新持有
AFL AFLAC INC $24.74万0.01%2,188 -1,478-40.3% -$16.71万 减仓
LOW LOWES COS INC $24.89万0.01%1,004 -126-11.2% -$3.12万 减仓
MKC MCCORMICK & CO INC $24.91万0.01%4,843 40.1% $206 加仓
IGPT INVESCO EXCHANGE TRADED FD T $24.98万0.01%3,906 3,906— $24.98万 新建仓
ADSK AUTODESK INC $24.99万0.01%1,110 -201-15.3% -$4.53万 减仓
OSK OSHKOSH CORP $25.21万0.01%1,610 10.1% $157 加仓
EXC EXELON CORP $25.29万0.01%5,116 -4,429-46.4% -$21.90万 减仓
JMST J P MORGAN EXCHANGE TRADED F $25.59万0.01%5,026 -25,940-83.8% -$132.07万 减仓
GEM GOLDMAN SACHS ETF TR $25.72万0.01%5,600 -267-4.6% -$1.23万 减仓
IJS ISHARES TR $26.14万0.01%2,121 -189-8.2% -$2.33万 减仓
— CION INVT CORP $26.16万0.01%36,904 -11,877-24.3% -$8.42万 减仓
IHI ISHARES TR $26.73万0.02%4,968 -150-2.9% -$8,071 减仓
ESGE ISHARES INC $26.88万0.02%5,571 -71-1.3% -$3,426 减仓
GD GENERAL DYNAMICS CORP $27.17万0.02%790 395.2% $1.34万 加仓
XLG INVESCO EXCHANGE TRADED FD T $27.42万0.02%4,824 -13,270-73.3% -$75.43万 减仓
SHOP SHOPIFY INC $27.44万0.02%2,442 -166-6.4% -$1.87万 减仓
RAVI FLEXSHARES TR $27.82万0.02%3,697 -1,759-32.2% -$13.24万 减仓
IGE ISHARES TR $27.84万0.02%4,500 -296-6.2% -$1.83万 减仓
WSBC WESBANCO INC $27.94万0.02%7,612 00.0% — 不变
PGR PROGRESSIVE CORP $28.00万0.02%1,401 866.5% $1.72万 加仓
CB CHUBB LTD SWITZ $28.20万0.02%847 -347-29.1% -$11.55万 减仓
MTBA SIMPLIFY EXCHANGE TRADED FUN $28.40万0.02%5,708 2464.5% $1.22万 加仓
BABA ALIBABA GROUP HLDG LTD $28.77万0.02%2,253 -131-5.5% -$1.67万 减仓
SO SOUTHERN CO $28.95万0.02%2,966 32212.2% $3.14万 加仓
IEF ISHARES TR $29.07万0.02%3,047 -959-23.9% -$9.15万 减仓
DFGX DIMENSIONAL ETF TRUST $29.22万0.02%5,528 3025.8% $1.60万 加仓
KLAC KLA CORP $29.71万0.02%172 172— $29.71万 新建仓
PMBS PIMCO ETF TR $29.74万0.02%5,984 5,984— $29.74万 新建仓
TROW PRICE T ROWE GROUP INC $29.87万0.02%3,241 -629-16.3% -$5.80万 减仓
HWM HOWMET AEROSPACE INC $29.95万0.02%1,179 70.6% $1,778 加仓
LMBS FIRST TR EXCHANGE-TRADED FD $29.96万0.02%5,995 5,995— $29.96万 新建仓
ITOT ISHARES TR $30.01万0.02%2,015 2,015— $30.01万 新建仓
WELL WELLTOWER INC $30.17万0.02%1,462 -102-6.5% -$2.10万 减仓
PFE PFIZER INC $30.44万0.02%11,181 -326-2.8% -$8,874 减仓
ARLP ALLIANCE RESOURCE PARTNERS L $30.52万0.02%11,513 2242.0% $5,938 加仓
DDOG DATADOG INC $30.71万0.02%2,818 43618.3% $4.75万 加仓
DGX QUEST DIAGNOSTICS INC $31.02万0.02%1,568 20515.0% $4.06万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $31.04万0.02%3,288 -6,866-67.6% -$64.83万 减仓
AMP AMERIPRISE FINL INC $31.16万0.02%688 -54-7.3% -$2.45万 减仓
BOND PIMCO ETF TR $31.83万0.02%3,437 1293.9% $1.19万 加仓
JANW AIM ETF PRODUCTS TRUST $32.05万0.02%8,605 8,605— $32.05万 新建仓
STIP ISHARES TR $32.09万0.02%3,103 -2-0.1% -$207 减仓
GIS GENERAL MILLS INC $32.14万0.02%8,745 97712.6% $3.59万 加仓
SCHF SCHWAB STRATEGIC TR $32.48万0.02%12,440 -4,963-28.5% -$12.96万 减仓
ANGL VANECK ETF TRUST $32.82万0.02%11,243 -573-4.8% -$1.67万 减仓
MMM 3M CO $32.87万0.02%2,184 -1,508-40.8% -$22.70万 减仓
HLT HILTON WORLDWIDE HLDGS INC $33.22万0.02%1,030 646.6% $2.06万 加仓
MISL FIRST TR EXCHANGE-TRADED FD $33.30万0.02%7,055 1,76233.3% $8.32万 加仓
GSAT GLOBALSTAR INC $33.39万0.02%4,566 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $34.03万0.02%3,922 -1,020-20.6% -$8.85万 减仓
FSK FS KKR CAP CORP $34.42万0.02%33,943 -29,253-46.3% -$29.66万 减仓
NJUL INNOVATOR ETFS TRUST $34.50万0.02%4,682 -3-0.1% -$221 减仓
ABT ABBOTT LABORATORIES $34.63万0.02%3,371 -615-15.4% -$6.32万 减仓
NOC NORTHROP GRUMMAN CORP $34.76万0.02%503 -2,624-83.9% -$181.35万 减仓
SOFI SOFI TECHNOLOGIES INC $34.94万0.02%21,477 -332-1.5% -$5,402 减仓
JNK SPDR SERIES TRUST $34.95万0.02%3,619 -22-0.6% -$2,124 减仓
GS GOLDMAN SACHS GROUP INC $35.13万0.02%389 -95-19.6% -$8.58万 减仓
FHLC FIDELITY COVINGTON TRUST $35.22万0.02%4,911 -571-10.4% -$4.09万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $35.34万0.02%3,284 -4,247-56.4% -$45.70万 减仓
NOW SERVICENOW INC $35.49万0.02%3,952 -185-4.5% -$1.66万 减仓
AUB ATLANTIC UN BANKSHARES CORP $35.60万0.02%9,180 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $35.87万0.02%7,949 1752.3% $7,897 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $36.28万0.02%5,774 2524.6% $1.58万 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $36.44万0.02%12,762 12,762— $36.44万 新建仓
TFI SPDR SERIES TRUST $36.47万0.02%8,007 -27-0.3% -$1,230 减仓
GDX VANECK ETF TRUST $36.74万0.02%3,736 852.3% $8,360 加仓
VONG VANGUARD SCOTTSDALE FDS $36.93万0.02%3,222 -4,875-60.2% -$55.88万 减仓
QLD PROSHARES TR $37.26万0.02%5,478 5,478— $37.26万 新建仓
ACN ACCENTURE PLC IRELAND $37.30万0.02%2,005 -101-4.8% -$1.88万 减仓
CRWD CROWDSTRIKE HLDGS INC $37.34万0.02%946 -10-1.0% -$3,947 减仓
— MORGAN STANLEY ETF TRUST $37.36万0.02%5,552 5,552— $37.36万 新建仓
HOOD ROBINHOOD MKTS INC $37.75万0.02%5,384 85919.0% $6.02万 加仓
CARR CARRIER GLOBAL CORPORATION $38.35万0.02%6,240 -281-4.3% -$1.73万 减仓
IJJ ISHARES TR $38.36万0.02%2,776 331.2% $4,560 加仓
INTC INTEL CORP $38.71万0.02%6,273 -1,244-16.5% -$7.68万 减仓
SHEL SHELL PLC $38.80万0.02%4,259 1172.8% $1.07万 加仓