Foundations Investment Advisors, LLC
PHOENIX AZ · SEC CIK 0001743404
$80.71亿2026Q1 申报市值
1,160持仓数
20.7%前十大占比 · 第一大 3.2%
160 / 91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
CORO 新建仓+$1.01亿
IVV 加仓+$9,629.94万
IDEF 新建仓+$5,795.12万
GOVT 加仓+$2,869.52万
IVW 加仓+$2,766.99万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1.16亿
ITA 减仓-$3,562.21万
IEMG 减仓-$3,414.05万
DYNF 减仓-$3,143.56万
SLV 减仓-$2,637.35万
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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $345.13万 | 0.04% | 6,415 | -1,862 | -22.5% | -$100.18万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $351.23万 | 0.04% | 76,041 | -43,229 | -36.2% | -$199.67万 | 减仓 |
| NFLX | NETFLIX INC. | $352.96万 | 0.04% | 36,709 | -4,362 | -10.6% | -$41.94万 | 减仓 |
| GUNR | FLEXSHARES TR | $353.39万 | 0.04% | 64,067 | -1,418 | -2.2% | -$7.82万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $354.12万 | 0.04% | 48,088 | 13,966 | 40.9% | $102.84万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $358.33万 | 0.04% | 72,876 | 44,772 | 159.3% | $220.14万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.04% | 5 | 1 | 25.0% | $71.81万 | 加仓 |
| LOW | LOWES COS INC | $363.52万 | 0.05% | 15,385 | -4,721 | -23.5% | -$111.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $364.48万 | 0.05% | 16,948 | -4,065 | -19.3% | -$87.42万 | 减仓 |
| ALL | ALLSTATE CORP | $368.13万 | 0.05% | 17,755 | -5,314 | -23.0% | -$110.18万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $368.41万 | 0.05% | 37,447 | 8,891 | 31.1% | $87.47万 | 加仓 |
| SGOL | ETFS GOLD TR | $368.47万 | 0.05% | 82,580 | 74,178 | 882.9% | $330.98万 | 加仓 |
| GEV | GE VERNOVA INC | $369.11万 | 0.05% | 4,229 | -60 | -1.4% | -$5.24万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $380.33万 | 0.05% | 81,007 | 18,652 | 29.9% | $87.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $383.73万 | 0.05% | 11,227 | 2,500 | 28.6% | $85.45万 | 加仓 |
| SMH | VANECK ETF TRUST | $390.29万 | 0.05% | 10,180 | 1,260 | 14.1% | $48.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $391.28万 | 0.05% | 38,110 | 19,319 | 102.8% | $198.35万 | 加仓 |
| GE | GE AEROSPACE | $395.08万 | 0.05% | 13,923 | 484 | 3.6% | $13.73万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $395.16万 | 0.05% | 100,806 | -95,100 | -48.5% | -$372.79万 | 减仓 |
| KR | KROGER CO | $395.40万 | 0.05% | 54,644 | -18,136 | -24.9% | -$131.23万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $400.30万 | 0.05% | 30,571 | 4,872 | 19.0% | $63.79万 | 加仓 |
| EFA | ISHARES TR | $412.79万 | 0.05% | 42,499 | -5,974 | -12.3% | -$58.03万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $414.85万 | 0.05% | 167,618 | 14,250 | 9.3% | $35.27万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $416.10万 | 0.05% | 201,600 | 2,068 | 1.0% | $4.27万 | 加仓 |
| IJR | ISHARES TR | $416.83万 | 0.05% | 33,531 | -9,748 | -22.5% | -$121.18万 | 减仓 |
| URNM | SPROTT FDS TR | $419.48万 | 0.05% | 66,425 | 43,662 | 191.8% | $275.73万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $420.88万 | 0.05% | 70,405 | 46,889 | 199.4% | $280.30万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $430.86万 | 0.05% | 29,388 | -8,896 | -23.2% | -$130.43万 | 减仓 |
| PEP | PEPSICO INC | $433.25万 | 0.05% | 27,900 | -6,024 | -17.8% | -$93.55万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $433.28万 | 0.05% | 44,253 | 4,303 | 10.8% | $42.13万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $435.21万 | 0.05% | 90,896 | -6,987 | -7.1% | -$33.45万 | 减仓 |
| APP | APPLOVIN CORP | $437.70万 | 0.05% | 10,997 | 1,899 | 20.9% | $75.58万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $441.46万 | 0.05% | 190,491 | 9,688 | 5.4% | $22.45万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $446.03万 | 0.06% | 69,790 | 15,520 | 28.6% | $99.19万 | 加仓 |
| VFH | VANGUARD WORLD FD | $449.66万 | 0.06% | 37,220 | 2,525 | 7.3% | $30.50万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $451.03万 | 0.06% | 47,273 | 13,667 | 40.7% | $130.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $453.62万 | 0.06% | 13,427 | 2,175 | 19.3% | $73.48万 | 加仓 |
| VAW | VANGUARD WORLD FD | $457.07万 | 0.06% | 20,284 | 984 | 5.1% | $22.17万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $461.43万 | 0.06% | 14,108 | -21 | -0.1% | -$6,868 | 减仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $461.59万 | 0.06% | 379,595 | -49,839 | -11.6% | -$60.60万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $461.88万 | 0.06% | 49,793 | 15,740 | 46.2% | $146.00万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $461.98万 | 0.06% | 93,161 | 458 | 0.5% | $2.27万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $466.17万 | 0.06% | 155,028 | 19,590 | 14.5% | $58.91万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $467.28万 | 0.06% | 453,666 | -367 | -0.1% | -$3,780 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $468.35万 | 0.06% | 79,679 | 48,126 | 152.5% | $282.88万 | 加仓 |
| VIS | VANGUARD WORLD FD | $470.57万 | 0.06% | 15,072 | 353 | 2.4% | $11.02万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $475.48万 | 0.06% | 77,540 | 37,663 | 94.4% | $230.95万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $480.61万 | 0.06% | 81,417 | 3,326 | 4.3% | $19.63万 | 加仓 |
| VLUE | ISHARES TR | $483.00万 | 0.06% | 33,968 | 8,927 | 35.6% | $126.93万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $487.30万 | 0.06% | 433,541 | -52,903 | -10.9% | -$59.46万 | 减仓 |
| REM | ISHARES TR | $490.09万 | 0.06% | 228,268 | -35,084 | -13.3% | -$75.33万 | 减仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $497.53万 | 0.06% | 110,000 | 110,000 | — | $497.53万 | 新建仓 |
| KO | COCA COLA CO | $498.29万 | 0.06% | 65,521 | 13,683 | 26.4% | $104.06万 | 加仓 |
| — | VIRTUS ETF TR II | $500.91万 | 0.06% | 217,217 | -32,007 | -12.8% | -$73.81万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $501.01万 | 0.06% | 107,502 | -14,404 | -11.8% | -$67.13万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $501.42万 | 0.06% | 18,531 | -502 | -2.6% | -$13.58万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $501.50万 | 0.06% | 222,393 | -34,113 | -13.3% | -$76.92万 | 减仓 |
| ENB | ENBRIDGE INC | $507.81万 | 0.06% | 93,796 | 13,411 | 16.7% | $72.61万 | 加仓 |
| PFFA | ETFIS SER TR I | $508.91万 | 0.06% | 249,958 | -34,113 | -12.0% | -$69.45万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $511.65万 | 0.06% | 59,765 | -9,171 | -13.3% | -$78.51万 | 减仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $517.44万 | 0.06% | 141,880 | 141,880 | — | $517.44万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $525.01万 | 0.07% | 115,084 | 80,140 | 229.3% | $365.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $525.02万 | 0.07% | 25,809 | 5,900 | 29.6% | $120.02万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $542.38万 | 0.07% | 31,062 | 5,295 | 20.5% | $92.46万 | 加仓 |
| CAT | CATERPILLAR INC | $544.96万 | 0.07% | 7,692 | -178 | -2.3% | -$12.61万 | 减仓 |
| FRDM | EA SERIES TRUST | $551.24万 | 0.07% | 100,867 | 1,288 | 1.3% | $7.04万 | 加仓 |
| — | EA SERIES TRUST | $565.63万 | 0.07% | 169,552 | 169,552 | — | $565.63万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $577.58万 | 0.07% | 177,936 | 4,199 | 2.4% | $13.63万 | 加仓 |
| MUB | ISHARES TR | $580.78万 | 0.07% | 54,713 | 643 | 1.2% | $6.83万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $585.95万 | 0.07% | 228,529 | -204,834 | -47.3% | -$525.20万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $604.58万 | 0.07% | 106,666 | 20,880 | 24.3% | $118.35万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $604.90万 | 0.07% | 335,685 | -11,572 | -3.3% | -$20.85万 | 减仓 |
| IREN | IREN LIMITED | $605.45万 | 0.08% | 176,618 | 24,786 | 16.3% | $84.97万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $609.16万 | 0.08% | 156,839 | -3,089 | -1.9% | -$12.00万 | 减仓 |
| USMV | ISHARES TR | $609.26万 | 0.08% | 65,695 | 13,459 | 25.8% | $124.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $616.79万 | 0.08% | 10,205 | -1,185 | -10.4% | -$71.62万 | 减仓 |
| RKLB | ROCKET LAB CORP | $622.89万 | 0.08% | 96,993 | 5,818 | 6.4% | $37.36万 | 加仓 |
| XTL | SPDR SERIES TRUST | $623.12万 | 0.08% | 33,134 | 33,134 | — | $623.12万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $627.19万 | 0.08% | 20,735 | 952 | 4.8% | $28.80万 | 加仓 |
| BILS | SPDR SERIES TRUST | $628.58万 | 0.08% | 63,212 | 50,915 | 414.0% | $506.30万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $633.78万 | 0.08% | 112,015 | 2,902 | 2.7% | $16.42万 | 加仓 |
| VPU | VANGUARD WORLD FD | $638.05万 | 0.08% | 32,202 | 1,636 | 5.4% | $32.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $641.20万 | 0.08% | 26,232 | 1,161 | 4.6% | $28.38万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $643.95万 | 0.08% | 100,491 | -1,619 | -1.6% | -$10.37万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $647.94万 | 0.08% | 184,127 | -8,198 | -4.3% | -$28.85万 | 减仓 |
| GLDM | WORLD GOLD TR | $655.75万 | 0.08% | 70,747 | 4,638 | 7.0% | $42.99万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $657.77万 | 0.08% | 264,060 | 47,285 | 21.8% | $117.79万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $666.02万 | 0.08% | 228,245 | 51,948 | 29.5% | $151.58万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $677.23万 | 0.08% | 45,728 | -3,370 | -6.9% | -$49.91万 | 减仓 |
| ITOT | ISHARES TR | $678.31万 | 0.08% | 47,624 | 2,356 | 5.2% | $33.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $679.39万 | 0.08% | 35,400 | 3,054 | 9.4% | $58.61万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $680.75万 | 0.08% | 129,027 | 1,920 | 1.5% | $10.13万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $684.03万 | 0.08% | 235,629 | 62,836 | 36.4% | $182.41万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $688.06万 | 0.09% | 10,580 | 10,580 | — | $688.06万 | 新建仓 |
| DABS | DOUBLELINE ETF TRUST | $688.31万 | 0.09% | 135,527 | 33,249 | 32.5% | $168.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $693.65万 | 0.09% | 35,354 | 1,251 | 3.7% | $24.54万 | 加仓 |
| MCD | MCDONALDS CORP | $695.15万 | 0.09% | 22,367 | -4,069 | -15.4% | -$126.46万 | 减仓 |
| STXF | EA SERIES TRUST | $695.36万 | 0.09% | 165,680 | 165,680 | — | $695.36万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $697.18万 | 0.09% | 58,079 | 29,525 | 103.4% | $354.42万 | 加仓 |
| OKLO | OKLO INC | $721.59万 | 0.09% | 145,512 | 50,451 | 53.1% | $250.19万 | 加仓 |