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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $274.83万 | 0.03% | 4,333 | 508 | 13.3% | $32.22万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $274.96万 | 0.03% | 117,503 | 86,229 | 275.7% | $201.78万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $282.15万 | 0.03% | 88,198 | 31,905 | 56.7% | $102.06万 | 加仓 |
| BWX | SPDR SERIES TRUST | $284.75万 | 0.03% | 131,343 | 17,954 | 15.8% | $38.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $286.03万 | 0.03% | 36,563 | 5,802 | 18.9% | $45.39万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $288.81万 | 0.03% | 53,887 | 6,375 | 13.4% | $34.17万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $290.01万 | 0.03% | 80,270 | 7,976 | 11.0% | $28.82万 | 加仓 |
| CVS | CVS HEALTH CORP | $291.55万 | 0.03% | 28,183 | -1,123 | -3.8% | -$11.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $292.26万 | 0.03% | 9,642 | 110 | 1.2% | $3.33万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $293.33万 | 0.03% | 155,449 | 103,991 | 202.1% | $196.23万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $297.16万 | 0.03% | 96,325 | 10,185 | 11.8% | $31.42万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $298.70万 | 0.03% | 70,764 | 10,655 | 17.7% | $44.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.03% | 4 | -1 | -20.0% | -$74.89万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $300.89万 | 0.03% | 134,651 | 5,724 | 4.4% | $12.79万 | 加仓 |
| IBHF | ISHARES TR | $301.99万 | 0.03% | 133,328 | 31,102 | 30.4% | $70.45万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $304.17万 | 0.03% | 33,932 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $307.01万 | 0.03% | 129,161 | -6,292 | -4.6% | -$14.96万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $307.41万 | 0.03% | 13,745 | -123 | -0.9% | -$2.75万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $308.20万 | 0.03% | 72,118 | -1,380 | -1.9% | -$5.90万 | 减仓 |
| KR | KROGER CO | $308.22万 | 0.03% | 55,505 | 861 | 1.6% | $4.78万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $310.83万 | 0.03% | 52,039 | -18,366 | -26.1% | -$109.70万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $312.47万 | 0.03% | 106,281 | 40,411 | 61.3% | $118.81万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $312.89万 | 0.03% | 71,063 | 64,900 | 1,053.1% | $285.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $317.81万 | 0.03% | 18,708 | -1,078 | -5.4% | -$18.31万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $319.12万 | 0.03% | 62,059 | 3,419 | 5.8% | $17.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $322.00万 | 0.03% | 78,980 | 3,241 | 4.3% | $13.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $323.23万 | 0.03% | 28,431 | 4,846 | 20.5% | $55.09万 | 加仓 |
| IEFA | ISHARES TR | $323.56万 | 0.03% | 33,502 | 4,297 | 14.7% | $41.50万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $326.16万 | 0.03% | 11,421 | 580 | 5.4% | $16.56万 | 加仓 |
| GUNR | FLEXSHARES TR | $326.57万 | 0.03% | 66,269 | 2,202 | 3.4% | $10.85万 | 加仓 |
| USFR | WISDOMTREE TR | $328.43万 | 0.03% | 65,229 | 54,778 | 524.1% | $275.81万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $332.44万 | 0.03% | 66,000 | 14,347 | 27.8% | $72.27万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $332.47万 | 0.03% | 28,472 | 221 | 0.8% | $2.58万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $333.01万 | 0.03% | 12,058 | -305 | -2.5% | -$8.42万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $333.86万 | 0.03% | 61,067 | 6,134 | 11.2% | $33.53万 | 加仓 |
| BA | BOEING CO | $337.93万 | 0.03% | 15,611 | -498 | -3.1% | -$10.78万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $340.03万 | 0.03% | 119,686 | 119,686 | — | $340.03万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $344.15万 | 0.04% | 26,674 | 3,907 | 17.2% | $50.41万 | 加仓 |
| MRK | MERCK & CO INC | $344.81万 | 0.04% | 26,833 | 6,533 | 32.2% | $83.95万 | 加仓 |
| AOK | ISHARES TR | $344.99万 | 0.04% | 83,171 | 3,913 | 4.9% | $16.23万 | 加仓 |
| QDPL | PACER FDS TR | $346.21万 | 0.04% | 76,817 | 32,037 | 71.5% | $144.39万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $347.22万 | 0.04% | 89,999 | 9,727 | 12.1% | $37.53万 | 加仓 |
| LOW | LOWES COS INC | $350.34万 | 0.04% | 15,889 | 504 | 3.3% | $11.11万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $350.54万 | 0.04% | 39,939 | 17,268 | 76.2% | $151.56万 | 加仓 |
| BAC | BANK OF AMER CORP | $356.06万 | 0.04% | 62,489 | -5,795 | -8.5% | -$33.02万 | 减仓 |
| SHYG | ISHARES TR | $356.82万 | 0.04% | 84,136 | 3,839 | 4.8% | $16.28万 | 加仓 |
| NOW | SERVICENOW INC | $356.99万 | 0.04% | 35,958 | 25,582 | 246.5% | $253.98万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $361.51万 | 0.04% | 44,118 | 1,316 | 3.1% | $10.78万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $364.11万 | 0.04% | 38,769 | -11,024 | -22.1% | -$103.54万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $364.32万 | 0.04% | 28,782 | -1,789 | -5.9% | -$22.64万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $365.94万 | 0.04% | 15,465 | -1,483 | -8.8% | -$35.09万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $373.25万 | 0.04% | 197,174 | 34,201 | 21.0% | $64.74万 | 加仓 |
| SII | SPROTT INC | $374.33万 | 0.04% | 33,318 | 33,318 | — | $374.33万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $376.15万 | 0.04% | 80,357 | -650 | -0.8% | -$3.04万 | 减仓 |
| GFI | GOLD FIELDS LTD | $381.67万 | 0.04% | 113,627 | 84,478 | 289.8% | $283.76万 | 加仓 |
| PEP | PEPSICO INC | $388.74万 | 0.04% | 28,711 | 811 | 2.9% | $10.98万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $389.12万 | 0.04% | 7,922 | 2,330 | 41.7% | $114.45万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $390.71万 | 0.04% | 387,610 | -45,931 | -10.6% | -$46.30万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $391.88万 | 0.04% | 78,573 | 5,697 | 7.8% | $28.41万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $392.84万 | 0.04% | 53,513 | 5,425 | 11.3% | $39.82万 | 加仓 |
| JNK | SPDR SERIES TRUST | $405.16万 | 0.04% | 42,042 | 33,288 | 380.3% | $320.80万 | 加仓 |
| IWO | ISHARES TR | $406.82万 | 0.04% | 10,326 | -99 | -0.9% | -$3.90万 | 减仓 |
| ITA | ISHARES TR | $409.00万 | 0.04% | 16,872 | 3,897 | 30.0% | $94.47万 | 加仓 |
| IWF | ISHARES TR | $413.76万 | 0.04% | 33,322 | 1,446 | 4.5% | $17.95万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $415.19万 | 0.04% | 82,215 | 13,203 | 19.1% | $66.68万 | 加仓 |
| TLT | ISHARES TR | $417.85万 | 0.04% | 48,351 | 32,440 | 203.9% | $280.35万 | 加仓 |
| EWJ | ISHARES INC | $419.12万 | 0.04% | 44,936 | 4,662 | 11.6% | $43.48万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $421.99万 | 0.04% | 204,157 | 2,557 | 1.3% | $5.29万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $423.83万 | 0.04% | 83,023 | 1,606 | 2.0% | $8.20万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $427.49万 | 0.04% | 338,475 | -41,120 | -10.8% | -$51.93万 | 减仓 |
| CSCO | CISCO SYS INC | $428.29万 | 0.04% | 36,463 | 5,242 | 16.8% | $61.57万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $432.13万 | 0.04% | 17,551 | 15,627 | 812.2% | $384.75万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $438.11万 | 0.05% | 84,610 | 12,744 | 17.7% | $65.99万 | 加仓 |
| ALL | ALLSTATE CORP | $438.26万 | 0.05% | 18,419 | 664 | 3.7% | $15.80万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $438.67万 | 0.05% | 71,376 | 25,168 | 54.5% | $154.68万 | 加仓 |
| — | VIRTUS ETF TR II | $442.63万 | 0.05% | 191,365 | -25,852 | -11.9% | -$59.80万 | 减仓 |
| REM | ISHARES TR | $444.56万 | 0.05% | 201,617 | -26,651 | -11.7% | -$58.77万 | 减仓 |
| CMI | CUMMINS INC | $445.02万 | 0.05% | 6,240 | -175 | -2.7% | -$12.48万 | 减仓 |
| PFFA | ETFIS SER TR I | $447.57万 | 0.05% | 217,583 | -32,375 | -13.0% | -$66.60万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $447.90万 | 0.05% | 51,715 | -8,050 | -13.5% | -$69.72万 | 减仓 |
| ENB | ENBRIDGE INC | $448.72万 | 0.05% | 82,775 | -11,021 | -11.7% | -$59.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $449.93万 | 0.05% | 41,854 | 4,407 | 11.8% | $47.38万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $450.88万 | 0.05% | 196,417 | 5,926 | 3.1% | $13.60万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $459.80万 | 0.05% | 97,107 | -10,395 | -9.7% | -$49.22万 | 减仓 |
| URNM | SPROTT FDS TR | $460.25万 | 0.05% | 87,517 | 21,092 | 31.8% | $110.92万 | 加仓 |
| EFA | ISHARES TR | $467.05万 | 0.05% | 44,961 | 2,462 | 5.8% | $25.58万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $473.53万 | 0.05% | 170,948 | 3,330 | 2.0% | $9.22万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $474.27万 | 0.05% | 96,123 | 2,962 | 3.2% | $14.61万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $475.36万 | 0.05% | 99,552 | 8,656 | 9.5% | $41.33万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $478.22万 | 0.05% | 6,268 | -335 | -5.1% | -$25.56万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $479.03万 | 0.05% | 66,275 | -11,265 | -14.5% | -$81.42万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $481.66万 | 0.05% | 22,638 | -12,762 | -36.1% | -$271.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $484.88万 | 0.05% | 40,750 | -3,503 | -7.9% | -$41.68万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $487.62万 | 0.05% | 190,181 | -32,212 | -14.5% | -$82.59万 | 减仓 |
| VAW | VANGUARD WORLD FD | $487.75万 | 0.05% | 21,319 | 1,035 | 5.1% | $23.68万 | 加仓 |
| CRWV | COREWEAVE INC | $491.32万 | 0.05% | 49,359 | 7,514 | 18.0% | $74.79万 | 加仓 |
| INTC | INTEL CORP | $497.18万 | 0.05% | 35,607 | 10,219 | 40.3% | $142.69万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $501.78万 | 0.05% | 34,324 | 3,262 | 10.5% | $47.69万 | 加仓 |
| KO | COCA COLA CO | $512.12万 | 0.05% | 63,015 | -2,506 | -3.8% | -$20.37万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $512.36万 | 0.05% | 474,847 | 21,181 | 4.7% | $22.85万 | 加仓 |