FOUNDERS FINANCIAL SECURITIES LLC
TOWSON MD · SEC CIK 0001342396
$19.52亿2026Q2 申报市值
555持仓数
30.5%前十大占比 · 第一大 6.5%
39 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VO 加仓+$893.50万
VUG 加仓+$851.59万
DYNF 新建仓+$843.47万
VOO 加仓+$653.78万
XLY 加仓+$634.91万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$750.91万
XLU 减仓-$741.51万
XLV 减仓-$739.88万
EXXON MOBIL CORP 清仓-$699.52万
ITA 减仓-$640.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $215.52万 | 0.11% | 23,247 | 720 | 3.2% | $6.68万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $216.00万 | 0.11% | 49,666 | 49,666 | — | $216.00万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $218.06万 | 0.11% | 6,394 | -1,258 | -16.4% | -$42.90万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $222.67万 | 0.11% | 61,191 | 10,582 | 20.9% | $38.51万 | 加仓 |
| EWJ | ISHARES INC | $223.00万 | 0.11% | 23,909 | 89 | 0.4% | $8,301 | 加仓 |
| GOVT | ISHARES TR | $223.16万 | 0.11% | 97,962 | 7,259 | 8.0% | $16.54万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $226.60万 | 0.12% | 40,121 | -809 | -2.0% | -$4.57万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $227.37万 | 0.12% | 55,321 | 271 | 0.5% | $1.11万 | 加仓 |
| AAXJ | ISHARES TR | $229.15万 | 0.12% | 19,203 | 19,203 | — | $229.15万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $229.83万 | 0.12% | 45,519 | -2,433 | -5.1% | -$12.28万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $230.67万 | 0.12% | 15,243 | 154 | 1.0% | $2.33万 | 加仓 |
| IGV | ISHARES TR | $232.19万 | 0.12% | 25,628 | 5,898 | 29.9% | $53.44万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $233.15万 | 0.12% | 10,411 | 361 | 3.6% | $8.08万 | 加仓 |
| HD | HOME DEPOT INC | $235.44万 | 0.12% | 6,676 | -49 | -0.7% | -$1.73万 | 减仓 |
| ETN | EATON CORP PLC | $235.90万 | 0.12% | 5,536 | -41 | -0.7% | -$1.75万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $236.76万 | 0.12% | 25,464 | -7,034 | -21.6% | -$65.40万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $239.17万 | 0.12% | 16,856 | 1,260 | 8.1% | $17.88万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $239.42万 | 0.12% | 14,637 | 2,257 | 18.2% | $36.92万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $240.56万 | 0.12% | 7,287 | -76 | -1.0% | -$2.51万 | 减仓 |
| IGEB | ISHARES TR | $240.73万 | 0.12% | 53,365 | 1,934 | 3.8% | $8.72万 | 加仓 |
| AZN | ASTRAZENECA PLC | $241.08万 | 0.12% | 12,714 | -3,069 | -19.4% | -$58.19万 | 减仓 |
| ABBV | ABBVIE INC | $246.67万 | 0.13% | 9,802 | 4,910 | 100.4% | $123.56万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $247.85万 | 0.13% | 120,550 | 1,820 | 1.5% | $3.74万 | 加仓 |
| MRK | MERCK & CO INC | $247.87万 | 0.13% | 19,290 | -303 | -1.5% | -$3.89万 | 减仓 |
| QCOM | QUALCOMM INC | $250.19万 | 0.13% | 13,539 | 9,951 | 277.3% | $183.89万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $251.17万 | 0.13% | 55,828 | 3,832 | 7.4% | $17.24万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $253.84万 | 0.13% | 29,308 | 918 | 3.2% | $7.95万 | 加仓 |
| IDV | ISHARES TR | $255.59万 | 0.13% | 61,691 | 61,691 | — | $255.59万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $256.27万 | 0.13% | 3,432 | -14 | -0.4% | -$1.05万 | 减仓 |
| HLN | HALEON PLC | $256.99万 | 0.13% | 275,444 | 72,398 | 35.7% | $67.55万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $259.33万 | 0.13% | 7,091 | -24 | -0.3% | -$8,777 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $261.57万 | 0.13% | 59,408 | 2,092 | 3.6% | $9.21万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $263.81万 | 0.14% | 23,649 | -21,622 | -47.8% | -$241.20万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $273.19万 | 0.14% | 16,057 | 1,549 | 10.7% | $26.35万 | 加仓 |
| WTV | WISDOMTREE TR | $274.22万 | 0.14% | 26,958 | 6,863 | 34.2% | $69.81万 | 加仓 |
| XME | SPDR SERIES TRUST | $282.69万 | 0.14% | 26,437 | 1,264 | 5.0% | $13.52万 | 加仓 |
| KO | COCA COLA CO | $284.58万 | 0.15% | 35,016 | 506 | 1.5% | $4.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $286.31万 | 0.15% | 112,501 | 15,836 | 16.4% | $40.30万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $286.51万 | 0.15% | 40,016 | 26,092 | 187.4% | $186.82万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $288.09万 | 0.15% | 110,000 | -13,172 | -10.7% | -$34.50万 | 减仓 |
| AMGN | AMGEN INC | $291.04万 | 0.15% | 8,037 | 78 | 1.0% | $2.82万 | 加仓 |
| PSA | PUBLIC STORAGE | $291.06万 | 0.15% | 9,144 | 865 | 10.4% | $27.53万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $292.57万 | 0.15% | 119,172 | 21,562 | 22.1% | $52.93万 | 加仓 |
| BX | BLACKSTONE INC | $294.42万 | 0.15% | 25,021 | 8,667 | 53.0% | $101.98万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $295.38万 | 0.15% | 58,249 | 993 | 1.7% | $5.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $295.63万 | 0.15% | 3,160 | -119 | -3.6% | -$11.13万 | 减仓 |
| KRE | SPDR SERIES TRUST | $295.85万 | 0.15% | 39,526 | 10,365 | 35.5% | $77.58万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $300.16万 | 0.15% | 25,371 | 949 | 3.9% | $11.23万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $303.95万 | 0.16% | 18,237 | 1,805 | 11.0% | $30.08万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $305.55万 | 0.16% | 10,422 | 656 | 6.7% | $19.23万 | 加仓 |
| UNP | UNION PAC CORP | $306.92万 | 0.16% | 11,284 | 385 | 3.5% | $10.47万 | 加仓 |
| XTL | SPDR SERIES TRUST | $307.95万 | 0.16% | 13,537 | 13,537 | — | $307.95万 | 新建仓 |
| CVS | CVS HEALTH CORP | $310.15万 | 0.16% | 29,981 | -2,488 | -7.7% | -$25.74万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $318.62万 | 0.16% | 10,402 | 246 | 2.4% | $7.54万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $319.70万 | 0.16% | 97,411 | 1,980 | 2.1% | $6.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $319.85万 | 0.16% | 9,300 | -99 | -1.1% | -$3.40万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $325.23万 | 0.17% | 58,527 | 2,778 | 5.0% | $15.44万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $325.34万 | 0.17% | 10,738 | 411 | 4.0% | $12.45万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $327.60万 | 0.17% | 87,453 | 8,572 | 10.9% | $32.11万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $327.90万 | 0.17% | 114,649 | 114,649 | — | $327.90万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $335.68万 | 0.17% | 16,988 | -79 | -0.5% | -$1.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $337.44万 | 0.17% | 20,357 | 103 | 0.5% | $1.71万 | 加仓 |
| LIN | LINDE PLC | $337.81万 | 0.17% | 6,510 | 565 | 9.5% | $29.32万 | 加仓 |
| ASML | ASML HLDG NV | $340.79万 | 0.17% | 1,713 | 112 | 7.0% | $22.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $343.72万 | 0.18% | 6,869 | -172 | -2.4% | -$8.61万 | 减仓 |
| EEM | ISHARES TR | $354.64万 | 0.18% | 51,841 | -381 | -0.7% | -$2.61万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $358.41万 | 0.18% | 70,512 | -46,007 | -39.5% | -$233.85万 | 减仓 |
| TOPT | ISHARES TR | $359.50万 | 0.18% | 109,205 | 46,355 | 73.8% | $152.60万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $367.99万 | 0.19% | 31,172 | -443 | -1.4% | -$5.23万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $376.44万 | 0.19% | 92,085 | 10,834 | 13.3% | $44.29万 | 加仓 |
| RTX | RTX CORPORATION | $377.19万 | 0.19% | 19,880 | -431 | -2.1% | -$8.18万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $382.29万 | 0.20% | 77,576 | 77,576 | — | $382.29万 | 新建仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $383.84万 | 0.20% | 81,461 | 9,306 | 12.9% | $43.85万 | 加仓 |
| EWP | ISHARES INC | $387.72万 | 0.20% | 65,283 | 2,460 | 3.9% | $14.61万 | 加仓 |
| TMUS | T-MOBILE US INC | $387.98万 | 0.20% | 23,131 | 8,506 | 58.2% | $142.67万 | 加仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $388.09万 | 0.20% | 86,759 | 9,583 | 12.4% | $42.87万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $388.49万 | 0.20% | 77,473 | -60,218 | -43.7% | -$301.96万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $389.35万 | 0.20% | 85,525 | 9,551 | 12.6% | $43.48万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $389.71万 | 0.20% | 82,148 | 9,178 | 12.6% | $43.54万 | 加仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $389.92万 | 0.20% | 83,232 | 9,285 | 12.6% | $43.50万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $389.93万 | 0.20% | 82,308 | 9,189 | 12.6% | $43.53万 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $390.61万 | 0.20% | 83,678 | 9,294 | 12.5% | $43.38万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $390.82万 | 0.20% | 76,109 | 8,234 | 12.1% | $42.28万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $393.98万 | 0.20% | 93,359 | 10,967 | 13.3% | $46.28万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $394.25万 | 0.20% | 84,949 | 10,090 | 13.5% | $46.83万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $394.35万 | 0.20% | 38,268 | 10,659 | 38.6% | $109.84万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $394.40万 | 0.20% | 79,693 | 9,456 | 13.5% | $46.80万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $395.19万 | 0.20% | 78,268 | 8,545 | 12.3% | $43.15万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $402.40万 | 0.21% | 23,887 | 12,804 | 115.5% | $215.70万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $404.65万 | 0.21% | 67,117 | -3,356 | -4.8% | -$20.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $406.32万 | 0.21% | 8,508 | -574 | -6.3% | -$27.41万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $406.98万 | 0.21% | 83,380 | 9,543 | 12.9% | $46.58万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $411.02万 | 0.21% | 56,865 | -144 | -0.3% | -$1.04万 | 减仓 |
| CAT | CATERPILLAR INC | $418.95万 | 0.21% | 3,934 | -58 | -1.5% | -$6.18万 | 减仓 |
| UL | UNILEVER PLC | $422.37万 | 0.22% | 70,254 | 15,494 | 28.3% | $93.15万 | 加仓 |
| QUAL | ISHARES TR | $427.92万 | 0.22% | 19,502 | 863 | 4.6% | $18.94万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $451.98万 | 0.23% | 87,289 | -53,212 | -37.9% | -$275.53万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $465.06万 | 0.24% | 18,888 | 215 | 1.2% | $5.29万 | 加仓 |
| DGRW | WISDOMTREE TR | $470.59万 | 0.24% | 49,215 | 2,208 | 4.7% | $21.11万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $472.65万 | 0.24% | 56,898 | -60,610 | -51.6% | -$503.49万 | 减仓 |