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 |
|---|---|---|---|---|---|---|---|---|
| VFH | VANGUARD WORLD FD | $516.27万 | 0.05% | 39,230 | 2,010 | 5.4% | $26.45万 | 加仓 |
| QQQI | NEOS ETF TRUST | $516.54万 | 0.05% | 90,957 | 39,743 | 77.6% | $225.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $519.92万 | 0.05% | 10,205 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $524.53万 | 0.05% | 98,800 | 46,130 | 87.6% | $244.90万 | 加仓 |
| IYW | ISHARES TR | $527.02万 | 0.05% | 20,894 | 2,572 | 14.0% | $64.87万 | 加仓 |
| GE | GE AEROSPACE | $529.06万 | 0.05% | 14,156 | 233 | 1.7% | $8.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $531.32万 | 0.05% | 84,484 | 4,805 | 6.0% | $30.22万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $532.57万 | 0.05% | 78,806 | 9,016 | 12.9% | $60.93万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $539.14万 | 0.06% | 339,510 | 290,388 | 591.2% | $461.14万 | 加仓 |
| GEV | GE VERNOVA INC | $543.22万 | 0.06% | 4,624 | 395 | 9.3% | $46.40万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $546.67万 | 0.06% | 182,163 | 27,135 | 17.5% | $81.43万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $548.27万 | 0.06% | 120,923 | -232,123 | -65.7% | -$1,052.45万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $551.40万 | 0.06% | 121,134 | -7,893 | -6.1% | -$35.93万 | 减仓 |
| CLS | CELESTICA INC | $552.02万 | 0.06% | 15,132 | 3,545 | 30.6% | $129.32万 | 加仓 |
| MARA | MARA HOLDINGS INC | $552.94万 | 0.06% | 398,085 | -5,647 | -1.4% | -$7.84万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $566.30万 | 0.06% | 305,610 | -30,075 | -9.0% | -$55.73万 | 减仓 |
| VIS | VANGUARD WORLD FD | $566.51万 | 0.06% | 15,720 | 648 | 4.3% | $23.35万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $572.59万 | 0.06% | 15,451 | 1,343 | 9.5% | $49.77万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $573.61万 | 0.06% | 137,623 | -19,216 | -12.3% | -$80.09万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $577.97万 | 0.06% | 182,267 | 72,143 | 65.5% | $228.77万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $582.98万 | 0.06% | 128,155 | 13,071 | 11.4% | $59.46万 | 加仓 |
| SNDK | SANDISK CORP | $585.71万 | 0.06% | 2,576 | 726 | 39.2% | $165.07万 | 加仓 |
| USMV | ISHARES TR | $588.74万 | 0.06% | 61,035 | -4,660 | -7.1% | -$44.95万 | 减仓 |
| INFQ | INFLEQTION INC | $594.01万 | 0.06% | 445,956 | 215,944 | 93.9% | $287.64万 | 加仓 |
| APP | APPLOVIN CORP | $609.89万 | 0.06% | 11,837 | 840 | 7.6% | $43.28万 | 加仓 |
| VDE | VANGUARD WORLD FD | $616.18万 | 0.06% | 41,043 | -7,452 | -15.4% | -$111.88万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $620.55万 | 0.06% | 51,108 | 45,543 | 818.4% | $552.98万 | 加仓 |
| IGV | ISHARES TR | $624.69万 | 0.06% | 68,950 | 59,601 | 637.5% | $539.99万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $641.22万 | 0.07% | 40,414 | 11,026 | 37.5% | $174.94万 | 加仓 |
| CCJ | CAMECO CORP | $642.71万 | 0.07% | 63,098 | 40,513 | 179.4% | $412.66万 | 加仓 |
| VPU | VANGUARD WORLD FD | $655.95万 | 0.07% | 33,513 | 1,311 | 4.1% | $25.66万 | 加仓 |
| IJR | ISHARES TR | $660.71万 | 0.07% | 44,549 | 11,018 | 32.9% | $163.41万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $671.62万 | 0.07% | 19,856 | -879 | -4.2% | -$29.73万 | 减仓 |
| DSCO | DOUBLELINE ETF TRUST | $671.66万 | 0.07% | 269,417 | 269,417 | — | $671.66万 | 新建仓 |
| VLUE | ISHARES TR | $678.85万 | 0.07% | 33,975 | 7 | 0.0% | $1,399 | 加仓 |
| IEF | ISHARES TR | $686.88万 | 0.07% | 72,632 | -98,961 | -57.7% | -$935.87万 | 减仓 |
| MCD | MCDONALDS CORP | $689.89万 | 0.07% | 25,522 | 3,155 | 14.1% | $85.28万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $694.85万 | 0.07% | 281,773 | 17,713 | 6.7% | $43.68万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $698.29万 | 0.07% | 114,870 | 2,855 | 2.5% | $17.36万 | 加仓 |
| GLDM | WORLD GOLD TR | $699.13万 | 0.07% | 88,030 | 17,283 | 24.4% | $137.26万 | 加仓 |
| — | EA SERIES TRUST | $699.28万 | 0.07% | 180,200 | 10,648 | 6.3% | $41.32万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $714.64万 | 0.07% | 100,300 | -191 | -0.2% | -$1.36万 | 减仓 |
| MUB | ISHARES TR | $719.86万 | 0.07% | 66,889 | 12,176 | 22.3% | $131.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $746.52万 | 0.08% | 132,174 | 25,508 | 23.9% | $144.07万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $750.60万 | 0.08% | 221,613 | 43,677 | 24.5% | $147.93万 | 加仓 |
| FRDM | EA SERIES TRUST | $756.86万 | 0.08% | 103,822 | 2,955 | 2.9% | $21.54万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $759.45万 | 0.08% | 77,298 | 19,219 | 33.1% | $188.83万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $772.87万 | 0.08% | 262,614 | 34,085 | 14.9% | $100.31万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $776.70万 | 0.08% | 267,736 | 39,491 | 17.3% | $114.56万 | 加仓 |
| ITOT | ISHARES TR | $778.86万 | 0.08% | 47,413 | -211 | -0.4% | -$3.47万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $783.49万 | 0.08% | 269,799 | 34,170 | 14.5% | $99.23万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $785.94万 | 0.08% | 187,396 | 3,269 | 1.8% | $13.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $786.70万 | 0.08% | 30,976 | 4,744 | 18.1% | $120.48万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $795.38万 | 0.08% | 36,497 | 1,143 | 3.2% | $24.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $814.82万 | 0.08% | 19,604 | 1,073 | 5.8% | $44.60万 | 加仓 |
| SYSB | ISHARES TR | $820.07万 | 0.08% | 92,438 | 7,575 | 8.9% | $67.20万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $820.12万 | 0.08% | 152,979 | -78,370 | -33.9% | -$420.14万 | 减仓 |
| AMAT | APPLIED MATLS INC | $820.99万 | 0.08% | 11,355 | 128 | 1.1% | $9.25万 | 加仓 |
| HD | HOME DEPOT INC | $828.56万 | 0.09% | 23,493 | 1,075 | 4.8% | $37.91万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $832.76万 | 0.09% | 276,021 | 247,898 | 881.5% | $747.91万 | 加仓 |
| OKLO | OKLO INC | $846.60万 | 0.09% | 161,780 | 16,268 | 11.2% | $85.13万 | 加仓 |
| MOAT | VANECK ETF TRUST | $850.10万 | 0.09% | 81,772 | 6,021 | 7.9% | $62.59万 | 加仓 |
| SMH | VANECK ETF TRUST | $851.00万 | 0.09% | 12,975 | 2,795 | 27.5% | $183.32万 | 加仓 |
| STXF | EA SERIES TRUST | $862.63万 | 0.09% | 178,599 | 12,919 | 7.8% | $62.40万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $891.85万 | 0.09% | 20,672 | 465 | 2.3% | $20.06万 | 加仓 |
| IREN | IREN LIMITED | $900.58万 | 0.09% | 196,933 | 20,315 | 11.5% | $92.90万 | 加仓 |
| NET | CLOUDFLARE INC | $910.35万 | 0.09% | 37,115 | 195 | 0.5% | $4.78万 | 加仓 |
| STIP | ISHARES TR | $925.08万 | 0.10% | 90,552 | 78,304 | 639.3% | $799.96万 | 加仓 |
| CAT | CATERPILLAR INC | $925.74万 | 0.10% | 8,693 | 1,001 | 13.0% | $106.60万 | 加仓 |
| RKLB | ROCKET LAB CORP | $956.05万 | 0.10% | 94,052 | -2,941 | -3.0% | -$29.90万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $959.48万 | 0.10% | 60,715 | 14,987 | 32.8% | $236.84万 | 加仓 |
| — | HORIZON FDS | $964.34万 | 0.10% | 1,025,349 | 1,025,349 | — | $964.34万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $975.89万 | 0.10% | 183,749 | -116,305 | -38.8% | -$617.69万 | 减仓 |
| DGRO | ISHARES TR | $982.15万 | 0.10% | 129,588 | 4,422 | 3.5% | $33.51万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $994.66万 | 0.10% | 270,583 | 11,730 | 4.5% | $43.12万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,025.46万 | 0.11% | 116,689 | -2,308 | -1.9% | -$20.28万 | 减仓 |
| EMGF | ISHARES INC | $1,035.42万 | 0.11% | 141,335 | -525 | -0.4% | -$3.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,056.57万 | 0.11% | 63,741 | 4,848 | 8.2% | $80.36万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,091.83万 | 0.11% | 216,248 | 20,639 | 10.6% | $104.21万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,101.90万 | 0.11% | 94,437 | 7,490 | 8.6% | $87.39万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,102.53万 | 0.11% | 57,869 | -45,993 | -44.3% | -$876.26万 | 减仓 |
| DABS | DOUBLELINE ETF TRUST | $1,133.97万 | 0.12% | 223,759 | 88,232 | 65.1% | $447.14万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,164.16万 | 0.12% | 316,004 | 9,657 | 3.2% | $35.58万 | 加仓 |
| — | EA SERIES TRUST | $1,173.02万 | 0.12% | 294,832 | 18,840 | 6.8% | $74.96万 | 加仓 |
| DTD | WISDOMTREE TR | $1,182.88万 | 0.12% | 126,855 | 7,785 | 6.5% | $72.59万 | 加仓 |
| SHY | ISHARES TR | $1,190.65万 | 0.12% | 145,006 | -17,451 | -10.7% | -$143.29万 | 减仓 |
| HYG | ISHARES TR | $1,194.69万 | 0.12% | 149,392 | 125,691 | 530.3% | $1,005.15万 | 加仓 |
| ABBV | ABBVIE INC | $1,203.44万 | 0.12% | 47,824 | -17,455 | -26.7% | -$439.24万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,205.40万 | 0.12% | 242,146 | 3,513 | 1.5% | $17.49万 | 加仓 |
| IWM | ISHARES TR | $1,225.83万 | 0.13% | 40,800 | 1,116 | 2.8% | $33.53万 | 加仓 |
| GOOG | ALPHABET INC | $1,229.26万 | 0.13% | 34,791 | 7,393 | 27.0% | $261.21万 | 加仓 |
| URA | GLOBAL X FDS | $1,238.03万 | 0.13% | 283,303 | 40,299 | 16.6% | $176.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,245.93万 | 0.13% | 130,300 | 8,493 | 7.0% | $81.21万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,259.76万 | 0.13% | 309,981 | 11,834 | 4.0% | $48.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,285.34万 | 0.13% | 49,353 | 2,711 | 5.8% | $70.61万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,293.14万 | 0.13% | 13,823 | 343 | 2.5% | $32.09万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,320.99万 | 0.14% | 648,495 | 144,273 | 28.6% | $293.88万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,359.14万 | 0.14% | 315,054 | 21,148 | 7.2% | $91.23万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,359.31万 | 0.14% | 579,909 | 202,910 | 53.8% | $475.62万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1,366.83万 | 0.14% | 569,752 | 13,637 | 2.5% | $32.72万 | 加仓 |