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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $161.30万 | 0.09% | 1,376 | -191 | -12.2% | -$22.39万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $162.17万 | 0.09% | 31,582 | 2,418 | 8.3% | $12.42万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $162.74万 | 0.09% | 52,974 | 25,518 | 92.9% | $78.39万 | 加仓 |
| OEF | ISHARES TR | $164.75万 | 0.09% | 4,950 | -1,290 | -20.7% | -$42.94万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $168.25万 | 0.09% | 30,523 | 2,273 | 8.0% | $12.53万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $168.96万 | 0.10% | 42,288 | 5,295 | 14.3% | $21.16万 | 加仓 |
| AMLP | ALPS ETF TR | $169.84万 | 0.10% | 32,437 | 47 | 0.1% | $2,461 | 加仓 |
| WM | WASTE MGMT INC DEL | $170.96万 | 0.10% | 7,334 | -377 | -4.9% | -$8.79万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $173.88万 | 0.10% | 43,262 | 5,452 | 14.4% | $21.91万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $174.44万 | 0.10% | 21,800 | 2,112 | 10.7% | $16.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $174.71万 | 0.10% | 2,800 | -8 | -0.3% | -$4,992 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $175.71万 | 0.10% | 50,609 | 35,776 | 241.2% | $124.21万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $176.36万 | 0.10% | 46,410 | 5,696 | 14.0% | $21.64万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $178.54万 | 0.10% | 19,779 | 785 | 4.1% | $7.09万 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $179.31万 | 0.10% | 45,942 | 5,592 | 13.9% | $21.83万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $179.82万 | 0.10% | 63,856 | 4,356 | 7.3% | $12.27万 | 加仓 |
| MCD | MCDONALDS CORP | $179.98万 | 0.10% | 5,814 | -416 | -6.7% | -$12.88万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $181.13万 | 0.10% | 35,982 | 35,982 | — | $181.13万 | 新建仓 |
| MET | METLIFE INC | $185.52万 | 0.10% | 24,852 | -562 | -2.2% | -$4.20万 | 减仓 |
| TOPT | ISHARES TR | $188.42万 | 0.11% | 62,850 | 1,890 | 3.1% | $5.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $188.58万 | 0.11% | 51,880 | 1,204 | 2.4% | $4.38万 | 加仓 |
| BX | BLACKSTONE INC | $191.18万 | 0.11% | 16,354 | 14,426 | 748.2% | $168.64万 | 加仓 |
| WFC | WELLS FARGO & CO | $191.63万 | 0.11% | 22,278 | 169 | 0.8% | $1.45万 | 加仓 |
| VMC | VULCAN MATLS CO | $191.69万 | 0.11% | 6,542 | -237 | -3.5% | -$6.94万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $192.04万 | 0.11% | 39,901 | 1,067 | 2.7% | $5.14万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $192.12万 | 0.11% | 35,446 | 2,820 | 8.6% | $15.28万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $193.03万 | 0.11% | 35,503 | 2,376 | 7.2% | $12.92万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $193.09万 | 0.11% | 12,647 | -2,394 | -15.9% | -$36.55万 | 减仓 |
| WTV | WISDOMTREE TR | $193.80万 | 0.11% | 20,095 | 1,551 | 8.4% | $14.96万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $196.03万 | 0.11% | 25,759 | 742 | 3.0% | $5.65万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $197.00万 | 0.11% | 10,050 | 3,176 | 46.2% | $62.26万 | 加仓 |
| HLN | HALEON PLC | $203.25万 | 0.11% | 203,046 | -10,353 | -4.9% | -$10.36万 | 减仓 |
| KRE | SPDR SERIES TRUST | $203.69万 | 0.11% | 29,161 | 777 | 2.7% | $5.43万 | 加仓 |
| IYF | ISHARES TR | $203.72万 | 0.11% | 16,587 | -885 | -5.1% | -$10.87万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $203.79万 | 0.12% | 15,596 | 329 | 2.2% | $4.30万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $205.34万 | 0.12% | 55,050 | 4,847 | 9.7% | $18.08万 | 加仓 |
| GOVT | ISHARES TR | $207.62万 | 0.12% | 90,703 | 952 | 1.1% | $2.18万 | 加仓 |
| EWJ | ISHARES INC | $210.14万 | 0.12% | 23,820 | 546 | 2.3% | $4.82万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $215.38万 | 0.12% | 9,081 | 346 | 4.0% | $8.21万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $218.82万 | 0.12% | 118,730 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $219.09万 | 0.12% | 16,790 | -1,572 | -8.6% | -$20.51万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $220.40万 | 0.12% | 9,640 | -474 | -4.7% | -$10.84万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $222.75万 | 0.13% | 12,380 | 2,887 | 30.4% | $51.95万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $223.27万 | 0.13% | 7,363 | -341 | -4.4% | -$10.34万 | 减仓 |
| ETN | EATON CORP PLC | $223.33万 | 0.13% | 5,577 | -342 | -5.8% | -$13.70万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $223.83万 | 0.13% | 14,508 | 1,075 | 8.0% | $16.59万 | 加仓 |
| SRE | SEMPRA | $224.71万 | 0.13% | 22,527 | -1,494 | -6.2% | -$14.90万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $224.83万 | 0.13% | 7,115 | -54 | -0.8% | -$1.71万 | 减仓 |
| HD | HOME DEPOT INC | $228.36万 | 0.13% | 6,725 | -336 | -4.8% | -$11.41万 | 减仓 |
| COWZ | PACER FDS TR | $231.09万 | 0.13% | 37,183 | -11,267 | -23.3% | -$70.02万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $231.57万 | 0.13% | 6,469 | -1,046 | -13.9% | -$37.44万 | 减仓 |
| GLD | SPDR GOLD TR | $231.83万 | 0.13% | 5,294 | -1,488 | -21.9% | -$65.16万 | 减仓 |
| ASML | ASML HLDG NV | $231.93万 | 0.13% | 1,601 | -163 | -9.2% | -$23.61万 | 减仓 |
| IGEB | ISHARES TR | $232.65万 | 0.13% | 51,431 | 3,922 | 8.3% | $17.74万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $234.32万 | 0.13% | 3,446 | -298 | -8.0% | -$20.26万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $234.57万 | 0.13% | 15,089 | -792 | -5.0% | -$12.31万 | 减仓 |
| COP | CONOCOPHILLIPS | $236.24万 | 0.13% | 19,133 | 2,919 | 18.0% | $36.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $236.58万 | 0.13% | 40,930 | -17,807 | -30.3% | -$102.92万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $236.61万 | 0.13% | 51,996 | -2,494 | -4.6% | -$11.35万 | 减仓 |
| MRK | MERCK & CO INC | $240.36万 | 0.14% | 19,593 | -264 | -1.3% | -$3.24万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $241.93万 | 0.14% | 57,316 | 5,131 | 9.8% | $21.66万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $242.16万 | 0.14% | 47,952 | 631 | 1.3% | $3.19万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $242.81万 | 0.14% | 8,279 | -150 | -1.8% | -$4.40万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $244.78万 | 0.14% | 28,390 | 2,290 | 8.8% | $19.74万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $246.40万 | 0.14% | 96,665 | 54,184 | 127.5% | $138.12万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $250.87万 | 0.14% | 42,928 | 31,670 | 281.3% | $185.08万 | 加仓 |
| CVS | CVS HEALTH CORP | $255.99万 | 0.14% | 32,469 | 1,835 | 6.0% | $14.47万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $259.43万 | 0.15% | 10,327 | 4,689 | 83.2% | $117.80万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $261.27万 | 0.15% | 24,422 | 9,861 | 67.7% | $105.49万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $264.80万 | 0.15% | 78,881 | 37,478 | 90.5% | $125.81万 | 加仓 |
| KO | COCA COLA CO | $269.80万 | 0.15% | 34,510 | -2,320 | -6.3% | -$18.14万 | 减仓 |
| NFLX | NETFLIX INC. | $273.07万 | 0.15% | 26,758 | -510 | -1.9% | -$5.20万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $273.69万 | 0.15% | 10,156 | 545 | 5.7% | $14.69万 | 加仓 |
| UNP | UNION PAC CORP | $273.73万 | 0.15% | 10,899 | -366 | -3.2% | -$9.19万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $276.33万 | 0.16% | 97,610 | -7,444 | -7.1% | -$21.07万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $277.63万 | 0.16% | 32,498 | 895 | 2.8% | $7.65万 | 加仓 |
| AMGN | AMGEN INC | $283.02万 | 0.16% | 7,959 | 531 | 7.1% | $18.88万 | 加仓 |
| XME | SPDR SERIES TRUST | $283.73万 | 0.16% | 25,173 | -5,617 | -18.2% | -$63.31万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $284.50万 | 0.16% | 16,432 | 3,050 | 22.8% | $52.81万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $288.33万 | 0.16% | 55,749 | 3,117 | 5.9% | $16.12万 | 加仓 |
| TMUS | T-MOBILE US INC | $288.90万 | 0.16% | 14,625 | -442 | -2.9% | -$8.73万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $289.78万 | 0.16% | 27,609 | 630 | 2.3% | $6.61万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $290.77万 | 0.16% | 9,766 | -506 | -4.9% | -$15.07万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $292.52万 | 0.17% | 57,256 | 4,543 | 8.6% | $23.21万 | 加仓 |
| VV | VANGUARD INDEX FDS | $293.62万 | 0.17% | 9,399 | -2,097 | -18.2% | -$65.51万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $295.17万 | 0.17% | 95,431 | 20,972 | 28.2% | $64.87万 | 加仓 |
| LIN | LINDE PLC | $299.21万 | 0.17% | 5,945 | -414 | -6.5% | -$20.84万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $302.92万 | 0.17% | 12,801 | -397 | -3.0% | -$9.39万 | 减仓 |
| CAT | CATERPILLAR INC | $314.21万 | 0.18% | 3,992 | -557 | -12.2% | -$43.84万 | 减仓 |
| EEM | ISHARES TR | $314.79万 | 0.18% | 52,222 | 163 | 0.3% | $9,826 | 加仓 |
| UL | UNILEVER PLC | $320.13万 | 0.18% | 54,760 | 54,760 | — | $320.13万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $323.54万 | 0.18% | 15,783 | 15,783 | — | $323.54万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $324.48万 | 0.18% | 81,251 | 13,874 | 20.6% | $55.41万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $324.54万 | 0.18% | 17,067 | -403 | -2.3% | -$7.66万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $329.28万 | 0.19% | 72,970 | 12,272 | 20.2% | $55.38万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $330.56万 | 0.19% | 73,947 | 12,189 | 19.7% | $54.49万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $330.71万 | 0.19% | 75,974 | 12,418 | 19.5% | $54.05万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $330.83万 | 0.19% | 73,119 | 11,869 | 19.4% | $53.70万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $330.88万 | 0.19% | 74,859 | 11,977 | 19.0% | $52.94万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $331.16万 | 0.19% | 74,384 | 12,098 | 19.4% | $53.86万 | 加仓 |