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 |
|---|---|---|---|---|---|---|---|---|
| EEMV | ISHARES INC | $473.83万 | 0.24% | 62,942 | 148 | 0.2% | $1.11万 | 加仓 |
| LQD | ISHARES TR | $480.48万 | 0.25% | 44,053 | 1,923 | 4.6% | $20.97万 | 加仓 |
| — | PGIM ETF TR | $492.34万 | 0.25% | 96,726 | -8,960 | -8.5% | -$45.61万 | 减仓 |
| WMB | WILLIAMS COS INC | $503.56万 | 0.26% | 67,737 | 649 | 1.0% | $4.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $515.58万 | 0.26% | 15,751 | 82 | 0.5% | $2.68万 | 加仓 |
| V | VISA INC | $521.15万 | 0.27% | 15,190 | 401 | 2.7% | $13.76万 | 加仓 |
| XBI | SPDR SERIES TRUST | $528.94万 | 0.27% | 33,424 | 33,424 | — | $528.94万 | 新建仓 |
| IJH | ISHARES TR | $529.03万 | 0.27% | 68,608 | 2,614 | 4.0% | $20.16万 | 加仓 |
| EWY | ISHARES INC | $538.08万 | 0.28% | 26,651 | 26,651 | — | $538.08万 | 新建仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $541.45万 | 0.28% | 144,349 | -3,951 | -2.7% | -$14.82万 | 减仓 |
| EMB | ISHARES TR | $551.04万 | 0.28% | 57,138 | 4,440 | 8.4% | $42.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $559.52万 | 0.29% | 26,297 | -3,245 | -11.0% | -$69.04万 | 减仓 |
| AVGO | BROADCOM INC | $566.77万 | 0.29% | 15,004 | -7,817 | -34.3% | -$295.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $567.84万 | 0.29% | 19,050 | -153 | -0.8% | -$4.56万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $570.62万 | 0.29% | 8,113 | 6,325 | 353.7% | $444.86万 | 加仓 |
| USHY | ISHARES TR | $578.37万 | 0.30% | 156,232 | 10,895 | 7.5% | $40.33万 | 加仓 |
| EFAV | ISHARES TR | $581.80万 | 0.30% | 66,332 | -100 | -0.2% | -$8,771 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $588.04万 | 0.30% | 72,544 | 3,007 | 4.3% | $24.37万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $589.93万 | 0.30% | 118,507 | -12,903 | -9.8% | -$64.23万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $594.49万 | 0.30% | 23,408 | 330 | 1.4% | $8.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $603.02万 | 0.31% | 10,381 | -2,420 | -18.9% | -$140.58万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $622.94万 | 0.32% | 196,449 | 10,948 | 5.9% | $34.72万 | 加仓 |
| META | META PLATFORMS INC | $635.05万 | 0.33% | 11,274 | 360 | 3.3% | $20.28万 | 加仓 |
| TSLA | TESLA INC | $647.47万 | 0.33% | 15,394 | 1,197 | 8.4% | $50.35万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $654.74万 | 0.34% | 191,809 | 172 | 0.1% | $5,871 | 加仓 |
| SMH | VANECK ETF TRUST | $656.71万 | 0.34% | 10,013 | -1,407 | -12.3% | -$92.28万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $672.42万 | 0.34% | 45,855 | 5,493 | 13.6% | $80.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $685.12万 | 0.35% | 31,437 | -22,320 | -41.5% | -$486.43万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $733.52万 | 0.38% | 68,470 | -602 | -0.9% | -$6.45万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $740.08万 | 0.38% | 182,352 | 412 | 0.2% | $1.67万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $741.77万 | 0.38% | 175,235 | 5,702 | 3.4% | $24.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $744.00万 | 0.38% | 219,859 | 8,388 | 4.0% | $28.38万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $785.46万 | 0.40% | 49,506 | -46,633 | -48.5% | -$739.88万 | 减仓 |
| USFR | WISDOMTREE TR | $829.20万 | 0.42% | 164,688 | 20,613 | 14.3% | $103.79万 | 加仓 |
| SGOV | ISHARES TR | $835.19万 | 0.43% | 82,963 | -35,978 | -30.2% | -$362.19万 | 减仓 |
| ITA | ISHARES TR | $840.48万 | 0.43% | 34,670 | -26,432 | -43.3% | -$640.77万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $841.32万 | 0.43% | 158,410 | 43,858 | 38.3% | $232.93万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $843.47万 | 0.43% | 124,021 | 124,021 | — | $843.47万 | 新建仓 |
| AMZN | AMAZON COM INC | $919.27万 | 0.47% | 38,570 | -7,563 | -16.4% | -$180.26万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $946.18万 | 0.48% | 205,467 | 15,559 | 8.2% | $71.65万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $959.58万 | 0.49% | 215,733 | -72 | -0.0% | -$3,203 | 减仓 |
| MUB | ISHARES TR | $969.85万 | 0.50% | 90,118 | 4,554 | 5.3% | $49.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $975.76万 | 0.50% | 26,369 | -814 | -3.0% | -$30.12万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,022.89万 | 0.52% | 201,932 | 11,110 | 5.8% | $56.28万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $1,023.79万 | 0.52% | 184,895 | -884 | -0.5% | -$4.89万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,059.33万 | 0.54% | 279,066 | 544 | 0.2% | $2.07万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,082.71万 | 0.55% | 201,961 | 36,187 | 21.8% | $194.00万 | 加仓 |
| GOOGL | ALPHABET INC | $1,102.79万 | 0.57% | 30,859 | 5,648 | 22.4% | $201.84万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $1,111.22万 | 0.57% | 61,238 | 215 | 0.4% | $3.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,116.77万 | 0.57% | 29,938 | -3,287 | -9.9% | -$122.61万 | 减仓 |
| IVV | ISHARES TR | $1,291.64万 | 0.66% | 17,247 | -671 | -3.7% | -$50.25万 | 减仓 |
| TFLO | ISHARES TR | $1,302.13万 | 0.67% | 257,186 | 9,826 | 4.0% | $49.75万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,338.06万 | 0.69% | 19,482 | 9,519 | 95.5% | $653.78万 | 加仓 |
| IEFA | ISHARES TR | $1,437.42万 | 0.74% | 148,832 | -14,568 | -8.9% | -$140.70万 | 减仓 |
| USMV | ISHARES TR | $1,471.11万 | 0.75% | 152,510 | 2,025 | 1.3% | $19.53万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,477.45万 | 0.76% | 125,976 | 54,136 | 75.4% | $634.91万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,534.20万 | 0.79% | 167,416 | -81,941 | -32.9% | -$750.91万 | 减仓 |
| IEMG | ISHARES INC | $1,567.02万 | 0.80% | 189,162 | 10,521 | 5.9% | $87.16万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,603.36万 | 0.82% | 325,357 | 6,733 | 2.1% | $33.18万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $1,615.90万 | 0.83% | 437,284 | -1,081 | -0.2% | -$3.99万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,691.62万 | 0.87% | 358,394 | 5,074 | 1.4% | $23.95万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,804.43万 | 0.92% | 97,416 | 30,332 | 45.2% | $561.84万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,891.35万 | 0.97% | 713,179 | 55,769 | 8.5% | $147.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,271.97万 | 1.16% | 263,753 | 98,861 | 60.0% | $851.59万 | 加仓 |
| IUSG | ISHARES TR | $2,308.11万 | 1.18% | 122,713 | 3,156 | 2.6% | $59.36万 | 加仓 |
| IDEV | ISHARES TR | $2,528.54万 | 1.30% | 284,074 | -29,152 | -9.3% | -$259.48万 | 减仓 |
| AAPL | APPLE INC | $2,581.87万 | 1.32% | 89,227 | 1,092 | 1.2% | $31.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,597.90万 | 1.33% | 35,278 | 274 | 0.8% | $20.18万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,767.42万 | 1.42% | 589,566 | 84,357 | 16.7% | $395.97万 | 加仓 |
| AGG | ISHARES TR | $2,989.66万 | 1.53% | 302,046 | 12,560 | 4.3% | $124.32万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3,336.04万 | 1.71% | 733,356 | 88,991 | 13.8% | $404.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,884.02万 | 1.99% | 194,114 | 17,699 | 10.0% | $354.14万 | 加仓 |
| IJR | ISHARES TR | $4,455.15万 | 2.28% | 300,394 | 4,753 | 1.6% | $70.49万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,494.37万 | 2.30% | 235,900 | 6,492 | 2.8% | $123.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,895.15万 | 2.51% | 687,039 | 22,405 | 3.4% | $159.64万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,495.73万 | 2.82% | 232,260 | 5,761 | 2.5% | $136.32万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,507.78万 | 2.82% | 683,602 | 110,898 | 19.4% | $893.50万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,532.62万 | 2.83% | 1,375,931 | -20,843 | -1.5% | -$83.81万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $9,275.18万 | 4.75% | 1,525,773 | 74,884 | 5.2% | $455.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.27亿 | 6.49% | 1,064,857 | 14,638 | 1.4% | $174.18万 | 加仓 |