FOUNDERS FINANCIAL SECURITIES LLC
TOWSON MD · SEC CIK 0001342396
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $38.85万 | 0.02% | 3,811 | -3,687 | -49.2% | -$37.59万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.31万 | 0.02% | 785 | 785 | — | $39.31万 | 新建仓 |
| EAGG | ISHARES TR | $39.35万 | 0.02% | 8,259 | 128 | 1.6% | $6,099 | 加仓 |
| HUBB | HUBBELL INC | $39.46万 | 0.02% | 738 | 8 | 1.1% | $4,277 | 加仓 |
| SPMD | SPDR SERIES TRUST | $40.15万 | 0.02% | 6,478 | -266 | -3.9% | -$1.65万 | 减仓 |
| NVS | NOVARTIS AG | $40.75万 | 0.02% | 2,628 | -112 | -4.1% | -$1.74万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $40.75万 | 0.02% | 1,032 | -7 | -0.7% | -$2,764 | 减仓 |
| TMFC | RBB FD INC | $40.79万 | 0.02% | 5,885 | 1,661 | 39.3% | $11.51万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $41.03万 | 0.02% | 14,290 | -80 | -0.6% | -$2,297 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $41.03万 | 0.02% | 18,245 | -500 | -2.7% | -$1.12万 | 减仓 |
| SIL | GLOBAL X FDS | $41.51万 | 0.02% | 4,339 | -858 | -16.5% | -$8.21万 | 减仓 |
| YYY | AMPLIFY ETF TR | $41.55万 | 0.02% | 36,574 | 839 | 2.3% | $9,531 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $42.09万 | 0.02% | 1,502 | -184 | -10.9% | -$5.16万 | 减仓 |
| IEI | ISHARES TR | $42.48万 | 0.02% | 3,584 | 29 | 0.8% | $3,437 | 加仓 |
| PSX | PHILLIPS 66 | $42.75万 | 0.02% | 2,654 | 115 | 4.5% | $1.85万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $43.52万 | 0.02% | 10,715 | 1,886 | 21.4% | $7.66万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $43.73万 | 0.02% | 1,361 | 1,361 | — | $43.73万 | 新建仓 |
| DES | WISDOMTREE TR | $44.40万 | 0.03% | 11,792 | -3,058 | -20.6% | -$11.51万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $45.23万 | 0.03% | 7,654 | 765 | 11.1% | $4.52万 | 加仓 |
| MBB | ISHARES TR | $45.47万 | 0.03% | 4,778 | 763 | 19.0% | $7.26万 | 加仓 |
| QCOM | QUALCOMM INC | $45.83万 | 0.03% | 3,588 | -781 | -17.9% | -$9.98万 | 减仓 |
| BAC | BANK AMERICA CORP | $46.00万 | 0.03% | 8,727 | -2,940 | -25.2% | -$15.50万 | 减仓 |
| HDV | ISHARES TR | $46.16万 | 0.03% | 3,409 | -429 | -11.2% | -$5.81万 | 减仓 |
| IWP | ISHARES TR | $47.22万 | 0.03% | 3,593 | -6,033 | -62.7% | -$79.28万 | 减仓 |
| IAU | ISHARES GOLD TR | $47.27万 | 0.03% | 5,269 | 48 | 0.9% | $4,307 | 加仓 |
| EBAY | EBAY INC. | $47.50万 | 0.03% | 4,970 | 177 | 3.7% | $1.69万 | 加仓 |
| SHLD | GLOBAL X FDS | $47.79万 | 0.03% | 6,437 | -3,374 | -34.4% | -$25.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.93万 | 0.03% | 13,773 | 2,162 | 18.6% | $7.52万 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.00万 | 0.03% | 1,758 | -1,641 | -48.3% | -$44.81万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $48.01万 | 0.03% | 18,665 | -250 | -1.3% | -$6,430 | 减仓 |
| ETR | ENTERGY CORP NEW | $48.08万 | 0.03% | 4,094 | 101 | 2.5% | $1.19万 | 加仓 |
| VHT | VANGUARD WORLD FD | $48.53万 | 0.03% | 1,748 | -516 | -22.8% | -$14.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $48.75万 | 0.03% | 16,096 | 2,452 | 18.0% | $7.43万 | 加仓 |
| SBUX | STARBUCKS CORP | $49.24万 | 0.03% | 5,080 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $49.34万 | 0.03% | 15,693 | 2,431 | 18.3% | $7.64万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.69万 | 0.03% | 3,503 | 13 | 0.4% | $1,844 | 加仓 |
| WAT | WATERS CORP | $49.74万 | 0.03% | 1,566 | 1,566 | — | $49.74万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $49.95万 | 0.03% | 992 | -31 | -3.0% | -$1.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $50.33万 | 0.03% | 15,287 | 2,256 | 17.3% | $7.43万 | 加仓 |
| FLOT | ISHARES TR | $50.69万 | 0.03% | 9,970 | -1,735 | -14.8% | -$8.82万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $50.84万 | 0.03% | 5,480 | -2,724 | -33.2% | -$25.27万 | 减仓 |
| VGT | VANGUARD WORLD FD | $51.44万 | 0.03% | 695 | -228 | -24.7% | -$16.87万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $51.62万 | 0.03% | 6,213 | 770 | 14.1% | $6.40万 | 加仓 |
| GLW | CORNING INC | $52.09万 | 0.03% | 3,068 | 30 | 1.0% | $5,094 | 加仓 |
| — | PROSHARES TR | $52.15万 | 0.03% | 8,624 | 314 | 3.8% | $1.90万 | 加仓 |
| PEP | PEPSICO INC | $52.38万 | 0.03% | 3,326 | -2,340 | -41.3% | -$36.85万 | 减仓 |
| MPC | MARATHON PETE CORP | $52.64万 | 0.03% | 2,355 | -587 | -20.0% | -$13.12万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $53.04万 | 0.03% | 3,289 | 256 | 8.4% | $4.13万 | 加仓 |
| USO | UNITED STS OIL FD LP | $53.75万 | 0.03% | 4,234 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $54.04万 | 0.03% | 3,321 | 3,321 | — | $54.04万 | 新建仓 |
| IXC | ISHARES TR | $54.42万 | 0.03% | 9,913 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $54.46万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| PRN | INVESCO EXCHANGE TRADED FD T | $54.53万 | 0.03% | 2,530 | 2,530 | — | $54.53万 | 新建仓 |
| T | AT&T INC | $55.01万 | 0.03% | 20,497 | -15,854 | -43.6% | -$42.55万 | 减仓 |
| TLT | ISHARES TR | $55.08万 | 0.03% | 6,353 | 1,477 | 30.3% | $12.81万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $55.15万 | 0.03% | 10,903 | -326 | -2.9% | -$1.65万 | 减仓 |
| ESML | ISHARES TR | $56.09万 | 0.03% | 11,350 | 4,614 | 68.5% | $22.80万 | 加仓 |
| GM | GENERAL MTRS CO | $56.27万 | 0.03% | 7,333 | -1,238 | -14.4% | -$9.50万 | 减仓 |
| IWC | ISHARES TR | $57.67万 | 0.03% | 3,387 | -15 | -0.4% | -$2,554 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $58.26万 | 0.03% | 14,014 | -10,227 | -42.2% | -$42.51万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $59.44万 | 0.03% | 14,934 | -1,037 | -6.5% | -$4.13万 | 减仓 |
| TJX | TJX COS INC NEW | $59.52万 | 0.03% | 3,607 | -774 | -17.7% | -$12.77万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $59.54万 | 0.03% | 22,165 | 601 | 2.8% | $1.61万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $60.14万 | 0.03% | 6,015 | -414 | -6.4% | -$4.14万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $60.20万 | 0.03% | 11,988 | -118 | -1.0% | -$5,926 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $61.35万 | 0.03% | 13,976 | 457 | 3.4% | $2.01万 | 加仓 |
| SPGI | S&P GLOBAL INC | $61.65万 | 0.03% | 1,453 | -345 | -19.2% | -$14.64万 | 减仓 |
| DEO | DIAGEO PLC | $61.66万 | 0.03% | 7,852 | -361 | -4.4% | -$2.83万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $61.95万 | 0.03% | 17,143 | 4,999 | 41.2% | $18.07万 | 加仓 |
| IWM | ISHARES TR | $62.19万 | 0.04% | 2,374 | -1,169 | -33.0% | -$30.62万 | 减仓 |
| VIS | VANGUARD WORLD FD | $64.41万 | 0.04% | 1,935 | -179 | -8.5% | -$5.96万 | 减仓 |
| KR | KROGER CO | $64.72万 | 0.04% | 9,200 | 547 | 6.3% | $3.85万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $65.88万 | 0.04% | 14,012 | -6,272 | -30.9% | -$29.49万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $66.35万 | 0.04% | 6,913 | 534 | 8.4% | $5.13万 | 加仓 |
| FAST | FASTENAL CO | $66.51万 | 0.04% | 13,545 | 1,575 | 13.2% | $7.73万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $66.57万 | 0.04% | 8,738 | -2,804 | -24.3% | -$21.36万 | 减仓 |
| ESGD | ISHARES TR | $67.19万 | 0.04% | 6,684 | 142 | 2.2% | $1.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $67.97万 | 0.04% | 2,363 | -53 | -2.2% | -$1.52万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $68.73万 | 0.04% | 8,185 | -187 | -2.2% | -$1.57万 | 减仓 |
| HSY | HERSHEY CO | $68.78万 | 0.04% | 3,262 | 130 | 4.2% | $2.74万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $69.08万 | 0.04% | 17,823 | 17,823 | — | $69.08万 | 新建仓 |
| IGLB | ISHARES TR | $69.24万 | 0.04% | 13,843 | 4,051 | 41.4% | $20.26万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $71.47万 | 0.04% | 14,219 | 1,949 | 15.9% | $9.80万 | 加仓 |
| — | WISDOMTREE TR | $71.88万 | 0.04% | 6,595 | -1,042 | -13.6% | -$11.36万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $72.79万 | 0.04% | 1 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $73.03万 | 0.04% | 2,019 | -319 | -13.6% | -$11.54万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $73.77万 | 0.04% | 7,584 | -1 | -0.0% | -$97 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $75.43万 | 0.04% | 6,253 | 589 | 10.4% | $7.10万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $75.67万 | 0.04% | 14,879 | 3,336 | 28.9% | $16.97万 | 加仓 |
| MO | ALTRIA GROUP INC | $77.74万 | 0.04% | 11,525 | 1,263 | 12.3% | $8.52万 | 加仓 |
| DE | DEERE & CO | $78.30万 | 0.04% | 1,267 | 59 | 4.9% | $3.65万 | 加仓 |
| SNPS | SYNOPSYS INC | $80.58万 | 0.05% | 1,990 | -301 | -13.1% | -$12.19万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $81.55万 | 0.05% | 23,473 | 5,283 | 29.0% | $18.35万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $82.65万 | 0.05% | 17,104 | -4,890 | -22.2% | -$23.63万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $82.65万 | 0.05% | 4,705 | -1,598 | -25.4% | -$28.07万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $84.87万 | 0.05% | 34,655 | -4,017 | -10.4% | -$9.84万 | 减仓 |
| VLO | VALERO ENERGY CORP | $84.96万 | 0.05% | 3,614 | 218 | 6.4% | $5.12万 | 加仓 |
| IYE | ISHARES TR | $85.93万 | 0.05% | 14,129 | 4 | 0.0% | $243 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $87.04万 | 0.05% | 18,217 | -5,870 | -24.4% | -$28.05万 | 减仓 |
| IVE | ISHARES TR | $87.10万 | 0.05% | 4,012 | -403 | -9.1% | -$8.75万 | 减仓 |