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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $1.09亿 | 6.16% | 1,050,219 | 80,305 | 8.3% | $835.17万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $8,438.37万 | 4.76% | 1,450,889 | 70,613 | 5.1% | $410.69万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $5,046.85万 | 2.85% | 226,499 | 87,243 | 62.6% | $1,943.95万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $5,010.23万 | 2.83% | 1,396,774 | 50,107 | 3.7% | $179.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,489.61万 | 2.53% | 664,634 | 7,118 | 1.1% | $48.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $4,270.07万 | 2.41% | 143,176 | 3,865 | 2.8% | $115.27万 | 加仓 |
| IJR | ISHARES TR | $3,865.51万 | 2.18% | 295,641 | 33,742 | 12.9% | $441.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,259.20万 | 1.84% | 229,408 | 4,714 | 2.1% | $66.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,244.46万 | 1.83% | 176,415 | -14,222 | -7.5% | -$261.56万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,955.70万 | 1.67% | 644,365 | 60,511 | 10.4% | $277.56万 | 加仓 |
| AGG | ISHARES TR | $2,880.10万 | 1.63% | 289,486 | 12,909 | 4.7% | $128.43万 | 加仓 |
| IDEV | ISHARES TR | $2,744.49万 | 1.55% | 313,226 | 13,510 | 4.5% | $118.37万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,380.55万 | 1.34% | 505,209 | 54,754 | 12.2% | $258.00万 | 加仓 |
| AAPL | APPLE INC | $2,295.82万 | 1.30% | 88,135 | -17,743 | -16.8% | -$462.18万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,280.62万 | 1.29% | 249,357 | 92,745 | 59.2% | $848.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,135.89万 | 1.21% | 35,004 | -602 | -1.7% | -$36.73万 | 减仓 |
| IUSG | ISHARES TR | $1,968.63万 | 1.11% | 119,557 | 9,136 | 8.3% | $150.43万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,738.85万 | 0.98% | 657,410 | -48,604 | -6.9% | -$128.56万 | 减仓 |
| IEFA | ISHARES TR | $1,554.59万 | 0.88% | 163,400 | 32,857 | 25.2% | $312.60万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $1,535.59万 | 0.87% | 438,365 | 438,365 | — | $1,535.59万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,485.00万 | 0.84% | 353,320 | 53,650 | 17.9% | $225.49万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,435.64万 | 0.81% | 96,139 | 35,952 | 59.7% | $536.87万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,423.61万 | 0.80% | 318,624 | 53,790 | 20.3% | $240.33万 | 加仓 |
| ITA | ISHARES TR | $1,416.11万 | 0.80% | 61,102 | 3,612 | 6.3% | $83.71万 | 加仓 |
| USMV | ISHARES TR | $1,412.45万 | 0.80% | 150,485 | -31,283 | -17.2% | -$293.62万 | 减仓 |
| IEMG | ISHARES INC | $1,320.87万 | 0.75% | 178,641 | -340 | -0.2% | -$2.51万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1,262.85万 | 0.71% | 27,482 | -15,467 | -36.0% | -$710.74万 | 减仓 |
| TFLO | ISHARES TR | $1,249.66万 | 0.71% | 247,360 | 1,623 | 0.7% | $8.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,239.53万 | 0.70% | 33,225 | -3,892 | -10.5% | -$145.20万 | 减仓 |
| IVV | ISHARES TR | $1,223.84万 | 0.69% | 17,918 | -1,132 | -5.9% | -$77.32万 | 减仓 |
| SGOV | ISHARES TR | $1,194.88万 | 0.67% | 118,941 | 40,953 | 52.5% | $411.41万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,155.12万 | 0.65% | 67,084 | 113 | 0.2% | $1.95万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $1,113.00万 | 0.63% | 61,023 | -19,117 | -23.9% | -$348.67万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,091.00万 | 0.62% | 53,757 | -20,843 | -27.9% | -$423.01万 | 减仓 |
| AMZN | AMAZON COM INC | $1,077.90万 | 0.61% | 46,133 | -8,630 | -15.8% | -$201.64万 | 减仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $1,001.91万 | 0.57% | 185,779 | -28,333 | -13.2% | -$152.80万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $997.11万 | 0.56% | 278,522 | 46,387 | 20.0% | $166.07万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $980.60万 | 0.55% | 117,508 | 49,090 | 71.8% | $409.66万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $961.17万 | 0.54% | 190,822 | 30,843 | 19.3% | $155.36万 | 加仓 |
| MUB | ISHARES TR | $915.54万 | 0.52% | 85,564 | 13,632 | 19.0% | $145.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $911.85万 | 0.51% | 27,183 | 202 | 0.7% | $6.78万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $875.29万 | 0.49% | 189,908 | 16,893 | 9.8% | $77.86万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $874.66万 | 0.49% | 215,805 | 36,702 | 20.5% | $148.75万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $850.92万 | 0.48% | 165,774 | -108,239 | -39.5% | -$555.59万 | 减仓 |
| AVGO | BROADCOM INC | $809.93万 | 0.46% | 22,821 | -2,384 | -9.5% | -$84.61万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $809.92万 | 0.46% | 71,840 | 5,588 | 8.4% | $63.00万 | 加仓 |
| GOOGL | ALPHABET INC | $802.96万 | 0.45% | 25,211 | -1,294 | -4.9% | -$41.21万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $794.77万 | 0.45% | 168,563 | 91,638 | 119.1% | $432.07万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $789.29万 | 0.45% | 69,072 | -59,723 | -46.4% | -$682.45万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $749.96万 | 0.42% | 181,940 | 174,585 | 2,373.7% | $719.64万 | 加仓 |
| USFR | WISDOMTREE TR | $725.71万 | 0.41% | 144,075 | 23,145 | 19.1% | $116.58万 | 加仓 |
| — | EXXON MOBIL CORP | $699.52万 | 0.39% | 45,119 | -12,572 | -21.8% | -$194.92万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $688.59万 | 0.39% | 140,501 | 5,622 | 4.2% | $27.55万 | 加仓 |
| META | META PLATFORMS INC | $685.84万 | 0.39% | 10,914 | -1,061 | -8.9% | -$66.67万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $661.71万 | 0.37% | 137,691 | 22,474 | 19.5% | $108.00万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $656.73万 | 0.37% | 114,552 | 34,827 | 43.7% | $199.66万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $653.04万 | 0.37% | 131,410 | 22,925 | 21.1% | $113.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $643.93万 | 0.36% | 211,471 | 30 | 0.0% | $914 | 加仓 |
| VOO | VANGUARD INDEX FDS | $622.70万 | 0.35% | 9,963 | -17,251 | -63.4% | -$1,078.22万 | 减仓 |
| EFAV | ISHARES TR | $620.74万 | 0.35% | 66,432 | -21,737 | -24.7% | -$203.11万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $607.10万 | 0.34% | 169,533 | 41,115 | 32.0% | $147.23万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $602.05万 | 0.34% | 116,519 | 84,300 | 261.6% | $435.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $591.95万 | 0.33% | 40,362 | -5,029 | -11.1% | -$73.76万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $585.17万 | 0.33% | 29,542 | 6,513 | 28.3% | $129.01万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $575.87万 | 0.32% | 191,637 | 191,637 | — | $575.87万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $573.94万 | 0.32% | 185,501 | -49,599 | -21.1% | -$153.46万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $556.89万 | 0.31% | 23,078 | -2,993 | -11.5% | -$72.22万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $549.89万 | 0.31% | 148,300 | 4,722 | 3.3% | $17.51万 | 加仓 |
| — | PGIM ETF TR | $541.27万 | 0.31% | 105,686 | 105,686 | — | $541.27万 | 新建仓 |
| USHY | ISHARES TR | $539.49万 | 0.30% | 145,337 | 14,111 | 10.8% | $52.38万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $526.81万 | 0.30% | 127,381 | 14,930 | 13.3% | $61.75万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $505.04万 | 0.29% | 69,537 | -3,424 | -4.7% | -$24.87万 | 减仓 |
| EMB | ISHARES TR | $503.32万 | 0.28% | 52,698 | 2,336 | 4.6% | $22.31万 | 加仓 |
| SMH | VANECK ETF TRUST | $491.41万 | 0.28% | 11,420 | 7,982 | 232.2% | $343.47万 | 加仓 |
| TSLA | TESLA INC | $490.68万 | 0.28% | 14,197 | -2,079 | -12.8% | -$71.85万 | 减仓 |
| WMB | WILLIAMS COS INC | $488.53万 | 0.28% | 67,088 | 6,849 | 11.4% | $49.87万 | 加仓 |
| DGRO | ISHARES TR | $487.91万 | 0.28% | 67,503 | -6,132 | -8.3% | -$44.32万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $486.24万 | 0.27% | 15,669 | -2,068 | -11.7% | -$64.17万 | 减仓 |
| IJH | ISHARES TR | $466.38万 | 0.26% | 65,994 | -12,969 | -16.4% | -$91.65万 | 减仓 |
| LQD | ISHARES TR | $461.29万 | 0.26% | 42,130 | -4,588 | -9.8% | -$50.23万 | 减仓 |
| V | VISA INC | $455.94万 | 0.26% | 14,789 | -1,578 | -9.6% | -$48.65万 | 减仓 |
| DGRW | WISDOMTREE TR | $426.73万 | 0.24% | 47,007 | 824 | 1.8% | $7.48万 | 加仓 |
| EEMV | ISHARES INC | $425.37万 | 0.24% | 62,794 | 2,628 | 4.4% | $17.80万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $416.84万 | 0.24% | 18,673 | 775 | 4.3% | $17.30万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $415.23万 | 0.23% | 70,473 | -17,502 | -19.9% | -$103.12万 | 减仓 |
| TXN | TEXAS INSTRS INC | $412.83万 | 0.23% | 19,203 | 1,096 | 6.1% | $23.56万 | 加仓 |
| RTX | RTX CORPORATION | $412.70万 | 0.23% | 20,311 | -4,081 | -16.7% | -$82.92万 | 减仓 |
| WMT | WALMART INC | $408.76万 | 0.23% | 31,655 | 1,046 | 3.4% | $13.51万 | 加仓 |
| EWS | ISHARES INC | $398.82万 | 0.23% | 138,096 | 11,427 | 9.0% | $33.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $385.55万 | 0.22% | 20,254 | 822 | 4.2% | $15.65万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $379.91万 | 0.21% | 45,271 | -1,562 | -3.3% | -$13.11万 | 减仓 |
| QUAL | ISHARES TR | $373.25万 | 0.21% | 18,639 | 988 | 5.6% | $19.78万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $361.38万 | 0.20% | 57,009 | 4,521 | 8.6% | $28.66万 | 加仓 |
| EWP | ISHARES INC | $360.79万 | 0.20% | 62,823 | -2,289 | -3.5% | -$13.15万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $348.59万 | 0.20% | 31,615 | 1,582 | 5.3% | $17.44万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $347.55万 | 0.20% | 73,837 | 11,246 | 18.0% | $52.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $341.63万 | 0.19% | 7,041 | -701 | -9.1% | -$34.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $338.43万 | 0.19% | 3,279 | -195 | -5.6% | -$20.13万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $337.77万 | 0.19% | 69,723 | 11,019 | 18.8% | $53.38万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $335.50万 | 0.19% | 82,392 | 13,082 | 18.9% | $53.27万 | 加仓 |