Foundations Investment Advisors, LLC
PHOENIX AZ · SEC CIK 0001743404
$97.15亿2026Q2 申报市值
1,202持仓数
23.9%前十大占比 · 第一大 3.8%
161 / 144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
IVV 加仓+$1.96亿
AESR 新建仓+$1.95亿
HBTA 新建仓+$8,226.04万
IALT 新建仓+$7,657.08万
VCR 加仓+$6,350.58万
2026Q2 卖出最多 按季末市值估算
TWO RDS SHARED T 减仓-$1.49亿
TWO RDS SHARED T 清仓-$9,003.18万
QUAL 减仓-$8,911.27万
EFV 减仓-$7,914.72万
IHE 减仓-$6,785.03万
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 |
|---|---|---|---|---|---|---|---|---|
| SIL | GLOBAL X FDS | $170.43万 | 0.02% | 22,003 | 13,686 | 164.6% | $106.01万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $170.89万 | 0.02% | 43,516 | 649 | 1.5% | $2.55万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $171.04万 | 0.02% | 41,171 | -1,294 | -3.0% | -$5.38万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $171.53万 | 0.02% | 14,014 | 14,014 | — | $171.53万 | 新建仓 |
| ERO | ERO COPPER CORP | $172.71万 | 0.02% | 64,565 | 9,353 | 16.9% | $25.02万 | 加仓 |
| IONQ | IONQ INC | $172.86万 | 0.02% | 32,456 | 15,385 | 90.1% | $81.94万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $172.87万 | 0.02% | 143,700 | 143,700 | — | $172.87万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $173.66万 | 0.02% | 4,837 | -911 | -15.8% | -$32.71万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $174.09万 | 0.02% | 28,189 | 2,280 | 8.8% | $14.08万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $175.29万 | 0.02% | 34,897 | 8,148 | 30.5% | $40.93万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $176.52万 | 0.02% | 23,104 | 1,431 | 6.6% | $10.93万 | 加仓 |
| IBHG | ISHARES TR | $177.11万 | 0.02% | 80,213 | 25,761 | 47.3% | $56.88万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $177.45万 | 0.02% | 16,040 | 812 | 5.3% | $8.98万 | 加仓 |
| CSX | CSX CORP | $177.47万 | 0.02% | 37,338 | 5,543 | 17.4% | $26.35万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $177.87万 | 0.02% | 9,276 | 464 | 5.3% | $8.90万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $178.48万 | 0.02% | 10,709 | 8,507 | 386.3% | $141.78万 | 加仓 |
| DIS | DISNEY WALT CO | $178.99万 | 0.02% | 18,596 | -1,644 | -8.1% | -$15.82万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $179.38万 | 0.02% | 8,010 | 756 | 10.4% | $16.93万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $180.80万 | 0.02% | 54,343 | 2,824 | 5.5% | $9.40万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $181.40万 | 0.02% | 42,128 | -1,364 | -3.1% | -$5.87万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $181.41万 | 0.02% | 37,976 | 1,005 | 2.7% | $4.80万 | 加仓 |
| XEMD | BONDBLOXX ETF TRUST | $181.46万 | 0.02% | 40,397 | -4,605 | -10.2% | -$20.69万 | 减仓 |
| HON | HONEYWELL INTL INC | $181.70万 | 0.02% | 8,115 | -4,182 | -34.0% | -$93.64万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $182.88万 | 0.02% | 35,251 | -3,273 | -8.5% | -$16.98万 | 减仓 |
| ADBE | ADOBE INC | $183.00万 | 0.02% | 8,926 | -433 | -4.6% | -$8.88万 | 减仓 |
| TRP | TC ENERGY CORP | $183.49万 | 0.02% | 27,679 | -3,578 | -11.4% | -$23.72万 | 减仓 |
| NUE | NUCOR CORP | $183.62万 | 0.02% | 8,244 | -601 | -6.8% | -$13.39万 | 减仓 |
| — | TWO RDS SHARED TR | $184.14万 | 0.02% | 151,938 | -12,307,970 | -98.8% | -$1.49亿 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $184.19万 | 0.02% | 63,600 | 8,100 | 14.6% | $23.46万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $185.67万 | 0.02% | 19,525 | 1,545 | 8.6% | $14.69万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $185.95万 | 0.02% | 90,751 | 4,668 | 5.4% | $9.56万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $187.54万 | 0.02% | 43,191 | 18,226 | 73.0% | $79.14万 | 加仓 |
| MTB | M & T BK CORP | $187.59万 | 0.02% | 7,882 | -498 | -5.9% | -$11.85万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $187.94万 | 0.02% | 45,627 | -1,712 | -3.6% | -$7.05万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $188.08万 | 0.02% | 58,831 | -7,983 | -11.9% | -$25.52万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $188.17万 | 0.02% | 20,737 | -17,373 | -45.6% | -$157.64万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $191.89万 | 0.02% | 16,362 | -204,950 | -92.6% | -$2,403.65万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $192.26万 | 0.02% | 3,884 | 2,725 | 235.1% | $134.89万 | 加仓 |
| XEL | XCEL ENERGY INC | $192.92万 | 0.02% | 24,024 | 818 | 3.5% | $6.57万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $194.37万 | 0.02% | 57,529 | -3,975 | -6.5% | -$13.43万 | 减仓 |
| GIS | GENERAL MILLS INC | $197.54万 | 0.02% | 56,766 | 4,580 | 8.8% | $15.94万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $198.79万 | 0.02% | 35,360 | -418 | -1.2% | -$2.35万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $199.68万 | 0.02% | 56,864 | 809 | 1.4% | $2.84万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $199.83万 | 0.02% | 43,545 | -2,835 | -6.1% | -$13.01万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $201.56万 | 0.02% | 10,201 | 40 | 0.4% | $7,904 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $202.22万 | 0.02% | 6,788 | -576 | -7.8% | -$17.16万 | 减仓 |
| TQQQ | PROSHARES TR | $203.42万 | 0.02% | 25,113 | -221 | -0.9% | -$1.79万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $203.92万 | 0.02% | 23,822 | 499 | 2.1% | $4.27万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $204.25万 | 0.02% | 88,459 | 39,867 | 82.0% | $92.05万 | 加仓 |
| NLR | VANECK ETF TRUST | $204.72万 | 0.02% | 17,651 | -563 | -3.1% | -$6.53万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $205.93万 | 0.02% | 83,507 | 5,961 | 7.7% | $14.70万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $206.15万 | 0.02% | 40,764 | -16,663 | -29.0% | -$84.27万 | 减仓 |
| AGG | ISHARES TR | $206.18万 | 0.02% | 20,831 | -682 | -3.2% | -$6.75万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $207.27万 | 0.02% | 44,157 | 18,612 | 72.9% | $87.36万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $209.43万 | 0.02% | 24,498 | 3,932 | 19.1% | $33.61万 | 加仓 |
| BUXX | EA SERIES TRUST | $210.54万 | 0.02% | 104,020 | 104,020 | — | $210.54万 | 新建仓 |
| — | KRANESHARES TRUST | $210.60万 | 0.02% | 20,823 | 20,823 | — | $210.60万 | 新建仓 |
| DBJP | DBX ETF TR | $210.89万 | 0.02% | 18,372 | 18,372 | — | $210.89万 | 新建仓 |
| IAK | ISHARES TR | $212.39万 | 0.02% | 15,110 | 15,110 | — | $212.39万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $212.49万 | 0.02% | 111,137 | -4,539 | -3.9% | -$8.68万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $215.78万 | 0.02% | 55,916 | 6,523 | 13.2% | $25.17万 | 加仓 |
| MCK | MCKESSON CORP | $217.76万 | 0.02% | 2,882 | 16 | 0.6% | $1.21万 | 加仓 |
| SSO | PROSHARES TR | $219.04万 | 0.02% | 32,508 | 16,551 | 103.7% | $111.52万 | 加仓 |
| IUSV | ISHARES TR | $219.08万 | 0.02% | 19,889 | -135 | -0.7% | -$1.49万 | 减仓 |
| O | REALTY INCOME CORP | $219.68万 | 0.02% | 35,455 | 718 | 2.1% | $4.45万 | 加仓 |
| IWY | ISHARES TR | $220.98万 | 0.02% | 7,604 | -2,663 | -25.9% | -$77.39万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $223.62万 | 0.02% | 107,507 | 8,121 | 8.2% | $16.89万 | 加仓 |
| ETN | EATON CORP PLC | $224.58万 | 0.02% | 5,270 | 974 | 22.7% | $41.51万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $225.10万 | 0.02% | 37,548 | -3,346 | -8.2% | -$20.06万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $225.50万 | 0.02% | 37,778 | 641 | 1.7% | $3.83万 | 加仓 |
| IWD | ISHARES TR | $226.85万 | 0.02% | 9,357 | 1,315 | 16.4% | $31.88万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $227.20万 | 0.02% | 122,478 | 43,218 | 54.5% | $80.17万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $227.63万 | 0.02% | 46,636 | -5,345 | -10.3% | -$26.09万 | 减仓 |
| OKE | ONEOK INC NEW | $228.22万 | 0.02% | 26,250 | 521 | 2.0% | $4.53万 | 加仓 |
| PAVE | GLOBAL X FDS | $228.62万 | 0.02% | 38,802 | 38,802 | — | $228.62万 | 新建仓 |
| HEFA | ISHARES TR | $228.70万 | 0.02% | 48,738 | -5,618 | -10.3% | -$26.36万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $231.78万 | 0.02% | 27,996 | 3,963 | 16.5% | $32.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $234.50万 | 0.02% | 57,041 | 819 | 1.5% | $3.37万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $236.31万 | 0.02% | 52,128 | 2,002 | 4.0% | $9.08万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $236.87万 | 0.02% | 59,860 | -16,181 | -21.3% | -$64.03万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $237.00万 | 0.02% | 92,292 | 11,768 | 14.6% | $30.22万 | 加仓 |
| WFC | WELLS FARGO & CO | $238.32万 | 0.02% | 28,839 | 4,035 | 16.3% | $33.34万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $239.02万 | 0.02% | 3,584 | 85 | 2.4% | $5.67万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $241.09万 | 0.02% | 41,842 | 12,918 | 44.7% | $74.43万 | 加仓 |
| TJX | TJX COS INC NEW | $241.33万 | 0.02% | 15,929 | 429 | 2.8% | $6.50万 | 加仓 |
| GLW | CORNING INC | $242.57万 | 0.02% | 9,497 | 1,900 | 25.0% | $48.53万 | 加仓 |
| IWB | ISHARES TR | $246.02万 | 0.03% | 6,008 | 154 | 2.6% | $6.31万 | 加仓 |
| PWR | QUANTA SVCS INC | $247.80万 | 0.03% | 3,442 | 479 | 16.2% | $34.49万 | 加仓 |
| IJH | ISHARES TR | $248.19万 | 0.03% | 32,186 | 1,345 | 4.4% | $10.37万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $249.53万 | 0.03% | 39,842 | -7,431 | -15.7% | -$46.54万 | 减仓 |
| NFLX | NETFLIX INC. | $254.13万 | 0.03% | 35,593 | -1,116 | -3.0% | -$7.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $255.91万 | 0.03% | 31,762 | 3,410 | 12.0% | $27.47万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $256.69万 | 0.03% | 63,710 | 16,075 | 33.7% | $64.77万 | 加仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $259.08万 | 0.03% | 60,000 | -50,000 | -45.5% | -$215.90万 | 减仓 |
| OEF | ISHARES TR | $261.51万 | 0.03% | 7,148 | -2,890 | -28.8% | -$105.73万 | 减仓 |
| QCOM | QUALCOMM INC | $265.33万 | 0.03% | 14,358 | -4,613 | -24.3% | -$85.25万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $266.88万 | 0.03% | 92,122 | 5,353 | 6.2% | $15.51万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $269.77万 | 0.03% | 2,796 | -1,022 | -26.8% | -$98.61万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $272.30万 | 0.03% | 55,960 | 18,150 | 48.0% | $88.32万 | 加仓 |
| PSX | PHILLIPS 66 | $274.47万 | 0.03% | 16,236 | 292 | 1.8% | $4.94万 | 加仓 |