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 |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | $732.51万 | 0.09% | 75,751 | 11,615 | 18.1% | $112.32万 | 加仓 |
| HD | HOME DEPOT INC | $737.30万 | 0.09% | 22,418 | -1,635 | -6.8% | -$53.77万 | 减仓 |
| SYSB | ISHARES TR | $755.28万 | 0.09% | 84,863 | 16,715 | 24.5% | $148.76万 | 加仓 |
| ICVT | ISHARES TR | $758.27万 | 0.09% | 74,493 | 9,848 | 15.2% | $100.24万 | 加仓 |
| NET | CLOUDFLARE INC | $761.80万 | 0.09% | 36,920 | 4,876 | 15.2% | $100.61万 | 加仓 |
| GOOG | ALPHABET INC | $785.94万 | 0.10% | 27,398 | 4,445 | 19.4% | $127.51万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $802.47万 | 0.10% | 556,115 | 85,083 | 18.1% | $122.77万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $839.03万 | 0.10% | 75,466 | -58,716 | -43.8% | -$652.80万 | 减仓 |
| VDE | VANGUARD WORLD FD | $839.16万 | 0.10% | 48,495 | 5,253 | 12.1% | $90.90万 | 加仓 |
| EMGF | ISHARES INC | $857.26万 | 0.11% | 141,860 | -19,357 | -12.0% | -$116.97万 | 减仓 |
| DGRO | ISHARES TR | $878.42万 | 0.11% | 125,166 | 2,486 | 2.0% | $17.45万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $879.16万 | 0.11% | 376,999 | 117,441 | 45.2% | $273.87万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $910.81万 | 0.11% | 118,997 | -56,021 | -32.0% | -$428.79万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $979.50万 | 0.12% | 258,853 | -31,526 | -10.9% | -$119.29万 | 减仓 |
| — | EA SERIES TRUST | $979.66万 | 0.12% | 275,992 | 257,179 | 1,367.0% | $912.88万 | 加仓 |
| IWM | ISHARES TR | $984.16万 | 0.12% | 39,684 | 12,525 | 46.1% | $310.62万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $985.28万 | 0.12% | 195,609 | 9,884 | 5.3% | $49.79万 | 加仓 |
| — | TWO RDS SHARED TR | $991.37万 | 0.12% | 1,064,223 | 82,543 | 8.4% | $76.89万 | 加仓 |
| DTD | WISDOMTREE TR | $1,028.29万 | 0.13% | 119,070 | 18,026 | 17.8% | $155.67万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,029.12万 | 0.13% | 504,222 | -26,815 | -5.0% | -$54.73万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,030.10万 | 0.13% | 298,147 | 31,797 | 11.9% | $109.86万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,040.66万 | 0.13% | 306,347 | 952 | 0.3% | $3.23万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,069.95万 | 0.13% | 121,807 | 19,328 | 18.9% | $169.78万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,142.17万 | 0.14% | 231,349 | 203,583 | 733.2% | $1,005.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,152.43万 | 0.14% | 46,642 | 3,237 | 7.5% | $79.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,155.53万 | 0.14% | 34,192 | 2,824 | 9.0% | $95.44万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,158.87万 | 0.14% | 293,906 | 25,194 | 9.4% | $99.34万 | 加仓 |
| URA | GLOBAL X FDS | $1,176.87万 | 0.15% | 243,004 | 157,103 | 182.9% | $760.85万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,188.63万 | 0.15% | 238,633 | -5,531 | -2.3% | -$27.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,209.58万 | 0.15% | 56,612 | 1,242 | 2.2% | $26.54万 | 加仓 |
| — | SSGA ACTIVE TR | $1,212.53万 | 0.15% | 284,896 | 79,310 | 38.6% | $337.55万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,218.50万 | 0.15% | 58,893 | 4,547 | 8.4% | $94.08万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,237.45万 | 0.15% | 198,628 | 8,518 | 4.5% | $53.07万 | 加仓 |
| FIG | FIGMA INC | $1,262.45万 | 0.16% | 597,187 | 129,021 | 27.6% | $272.75万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,271.85万 | 0.16% | 86,947 | 9,541 | 12.3% | $139.57万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1,283.42万 | 0.16% | 162,212 | 10,946 | 7.2% | $86.60万 | 加仓 |
| LMUB | ISHARES TR | $1,286.89万 | 0.16% | 257,739 | 257,739 | — | $1,286.89万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $1,307.28万 | 0.16% | 286,371 | 49,757 | 21.0% | $227.14万 | 加仓 |
| SHY | ISHARES TR | $1,341.41万 | 0.17% | 162,457 | 16,668 | 11.4% | $137.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,343.22万 | 0.17% | 13,480 | -110 | -0.8% | -$10.96万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,343.50万 | 0.17% | 340,300 | 5,819 | 1.7% | $22.97万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,345.32万 | 0.17% | 329,250 | -18,690 | -5.4% | -$76.37万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,361.87万 | 0.17% | 122,934 | 106,521 | 649.0% | $1,180.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,380.33万 | 0.17% | 103,862 | 64,629 | 164.7% | $858.92万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,383.98万 | 0.17% | 37,665 | 2,540 | 7.2% | $93.33万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,415.18万 | 0.18% | 59,556 | -7,739 | -11.5% | -$183.90万 | 减仓 |
| ABBV | ABBVIE INC | $1,419.75万 | 0.18% | 65,279 | 20,750 | 46.6% | $451.29万 | 加仓 |
| ISCG | ISHARES TR | $1,423.24万 | 0.18% | 259,715 | 259,715 | — | $1,423.24万 | 新建仓 |
| WMT | WALMART INC | $1,428.18万 | 0.18% | 114,917 | 12,050 | 11.7% | $149.76万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,436.42万 | 0.18% | 31,011 | 3,577 | 13.0% | $165.69万 | 加仓 |
| MLPA | GLOBAL X FDS | $1,445.49万 | 0.18% | 268,329 | 13,824 | 5.4% | $74.47万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,466.27万 | 0.18% | 111,912 | 14,726 | 15.2% | $192.94万 | 加仓 |
| AMGN | AMGEN INC | $1,497.64万 | 0.19% | 42,565 | 211 | 0.5% | $7.42万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,522.48万 | 0.19% | 109,240 | 10,495 | 10.6% | $146.27万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,532.18万 | 0.19% | 21,960 | 1,494 | 7.3% | $104.24万 | 加仓 |
| AOA | ISHARES TR | $1,558.75万 | 0.19% | 176,150 | -3,757 | -2.1% | -$33.25万 | 减仓 |
| COWG | PACER FDS TR | $1,579.85万 | 0.20% | 468,257 | 12,643 | 2.8% | $42.66万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,586.34万 | 0.20% | 109,827 | 9,151 | 9.1% | $132.18万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,620.13万 | 0.20% | 353,046 | 28,193 | 8.7% | $129.38万 | 加仓 |
| SRE | SEMPRA | $1,620.72万 | 0.20% | 166,792 | 18,887 | 12.8% | $183.52万 | 加仓 |
| SGOV | ISHARES TR | $1,626.67万 | 0.20% | 161,601 | 71,818 | 80.0% | $722.92万 | 加仓 |
| IEF | ISHARES TR | $1,637.69万 | 0.20% | 171,593 | 109,937 | 178.3% | $1,049.24万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $1,641.15万 | 0.20% | 225,619 | 18,288 | 8.8% | $133.03万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,655.86万 | 0.21% | 568,439 | 85,532 | 17.7% | $249.15万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,675.97万 | 0.21% | 496,290 | 265,755 | 115.3% | $897.45万 | 加仓 |
| IHI | ISHARES TR | $1,678.41万 | 0.21% | 314,604 | 28,820 | 10.1% | $153.75万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,681.54万 | 0.21% | 152,217 | 132,260 | 662.7% | $1,461.07万 | 加仓 |
| BX | BLACKSTONE INC | $1,704.12万 | 0.21% | 148,197 | 31,201 | 26.7% | $358.78万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,735.91万 | 0.22% | 214,443 | 31,561 | 17.3% | $255.49万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,755.90万 | 0.22% | 217,908 | -96 | -0.0% | -$7,736 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,760.19万 | 0.22% | 36,732 | -714 | -1.9% | -$34.21万 | 减仓 |
| TSLA | TESLA INC | $1,771.78万 | 0.22% | 47,661 | 4,114 | 9.4% | $152.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,814.59万 | 0.22% | 113,185 | 16,056 | 16.5% | $257.41万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $1,830.17万 | 0.23% | 563,622 | 116,617 | 26.1% | $378.67万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $1,837.67万 | 0.23% | 282,198 | 282,198 | — | $1,837.67万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $1,838.13万 | 0.23% | 300,054 | 89,956 | 42.8% | $551.07万 | 加仓 |
| AVGO | BROADCOM INC | $1,874.88万 | 0.23% | 60,576 | 4,219 | 7.5% | $130.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,883.54万 | 0.23% | 77,707 | 9,001 | 13.1% | $218.18万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,944.77万 | 0.24% | 251,328 | 32,866 | 15.0% | $254.32万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,970.82万 | 0.24% | 336,662 | 34,117 | 11.3% | $199.72万 | 加仓 |
| T | AT&T INC | $1,987.18万 | 0.25% | 685,471 | 88,967 | 14.9% | $257.92万 | 加仓 |
| CRM | SALESFORCE INC | $2,090.46万 | 0.26% | 111,987 | 15,751 | 16.4% | $294.02万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,108.23万 | 0.26% | 405,976 | -403,796 | -49.9% | -$2,096.91万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,126.25万 | 0.26% | 128,599 | 7,998 | 6.6% | $132.24万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,137.36万 | 0.26% | 426,790 | 176,854 | 70.8% | $885.69万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $2,149.89万 | 0.27% | 144,063 | 14,329 | 11.0% | $213.84万 | 加仓 |
| VALE | VALE S A | $2,166.32万 | 0.27% | 1,361,607 | 97,605 | 7.7% | $155.29万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $2,174.78万 | 0.27% | 163,235 | 14,577 | 9.8% | $194.21万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,192.02万 | 0.27% | 436,658 | 53,377 | 13.9% | $267.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,232.28万 | 0.28% | 44,676 | 4,084 | 10.1% | $204.06万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $2,259.62万 | 0.28% | 732,383 | 160,433 | 28.1% | $494.98万 | 加仓 |
| AOR | ISHARES TR | $2,277.26万 | 0.28% | 353,886 | 32,153 | 10.0% | $206.90万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $2,411.86万 | 0.30% | 221,312 | 25,115 | 12.8% | $273.70万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,440.79万 | 0.30% | 686,966 | 73,790 | 12.0% | $262.18万 | 加仓 |
| DXJ | WISDOMTREE TR | $2,474.90万 | 0.31% | 156,067 | 29,711 | 23.5% | $471.16万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,536.16万 | 0.31% | 348,469 | 36,225 | 11.6% | $263.65万 | 加仓 |
| EFG | ISHARES TR | $2,618.09万 | 0.32% | 235,080 | 135,299 | 135.6% | $1,506.83万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,641.74万 | 0.33% | 319,243 | 43,570 | 15.8% | $360.54万 | 加仓 |
| AOM | ISHARES TR | $2,652.68万 | 0.33% | 559,991 | 28,373 | 5.3% | $134.40万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,661.49万 | 0.33% | 798,491 | 76,540 | 10.6% | $255.12万 | 加仓 |