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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $1,383.28万 | 0.14% | 137,407 | -24,194 | -15.0% | -$243.56万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,395.06万 | 0.14% | 314,558 | -14,692 | -4.5% | -$65.16万 | 减仓 |
| WMT | WALMART INC | $1,430.37万 | 0.15% | 126,291 | 11,374 | 9.9% | $128.82万 | 加仓 |
| LQD | ISHARES TR | $1,435.45万 | 0.15% | 131,609 | 116,444 | 767.8% | $1,270.05万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,466.07万 | 0.15% | 12,701 | -726 | -5.4% | -$83.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,512.03万 | 0.16% | 26,029 | 220 | 0.9% | $12.78万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,546.23万 | 0.16% | 210,830 | 12,202 | 6.1% | $89.49万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,596.46万 | 0.16% | 70,799 | 68,048 | 2,473.6% | $1,534.42万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,606.35万 | 0.17% | 351,115 | 10,815 | 3.2% | $49.48万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,610.09万 | 0.17% | 127,441 | 18,201 | 16.7% | $229.95万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1,636.80万 | 0.17% | 176,038 | 13,826 | 8.5% | $128.55万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,646.47万 | 0.17% | 213,183 | -38,145 | -15.2% | -$294.60万 | 减仓 |
| IYM | ISHARES TR | $1,651.58万 | 0.17% | 91,995 | 91,995 | — | $1,651.58万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $1,666.69万 | 0.17% | 330,759 | 44,388 | 15.5% | $223.67万 | 加仓 |
| T | AT&T INC | $1,689.33万 | 0.17% | 816,102 | 130,631 | 19.1% | $270.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,723.19万 | 0.18% | 34,437 | -2,295 | -6.2% | -$114.84万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,728.49万 | 0.18% | 36,193 | 2,001 | 5.9% | $95.56万 | 加仓 |
| ISCG | ISHARES TR | $1,730.42万 | 0.18% | 264,025 | 4,310 | 1.7% | $28.25万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,734.84万 | 0.18% | 298,082 | -38,580 | -11.5% | -$224.54万 | 减仓 |
| IYT | ISHARES TR | $1,740.77万 | 0.18% | 200,665 | 200,665 | — | $1,740.77万 | 新建仓 |
| LMUB | ISHARES TR | $1,748.19万 | 0.18% | 341,310 | 83,571 | 32.4% | $428.05万 | 加仓 |
| AMGN | AMGEN INC | $1,755.46万 | 0.18% | 48,477 | 5,912 | 13.9% | $214.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,757.62万 | 0.18% | 119,860 | 10,033 | 9.1% | $147.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,769.45万 | 0.18% | 201,280 | 12,955 | 6.9% | $113.89万 | 加仓 |
| SRE | SEMPRA | $1,782.89万 | 0.18% | 192,309 | 25,517 | 15.3% | $236.57万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,816.82万 | 0.19% | 59,967 | 411 | 0.7% | $12.45万 | 加仓 |
| CRM | SALESFORCE INC | $1,823.33万 | 0.19% | 116,388 | 4,401 | 3.9% | $68.95万 | 加仓 |
| VST | VISTRA CORP | $1,833.43万 | 0.19% | 115,580 | 108,662 | 1,570.7% | $1,723.69万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,855.50万 | 0.19% | 347,018 | -113,302 | -24.6% | -$605.83万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,906.94万 | 0.20% | 522,021 | 25,731 | 5.2% | $94.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,919.15万 | 0.20% | 134,066 | 22,154 | 19.8% | $317.13万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,931.73万 | 0.20% | 154,836 | 2,619 | 1.7% | $32.67万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,938.37万 | 0.20% | 145,468 | 22,534 | 18.3% | $300.27万 | 加仓 |
| AOA | ISHARES TR | $1,973.03万 | 0.20% | 202,154 | 26,004 | 14.8% | $253.80万 | 加仓 |
| COWG | PACER FDS TR | $1,974.85万 | 0.20% | 491,913 | 23,656 | 5.1% | $94.97万 | 加仓 |
| SFTY | HORIZON FDS | $1,982.30万 | 0.20% | 644,442 | 644,442 | — | $1,982.30万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $1,998.99万 | 0.21% | 239,946 | 14,327 | 6.4% | $119.36万 | 加仓 |
| XHB | SPDR SERIES TRUST | $2,019.43万 | 0.21% | 174,752 | 157,955 | 940.4% | $1,825.32万 | 重新持有 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $2,032.46万 | 0.21% | 286,584 | 4,386 | 1.6% | $31.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,050.71万 | 0.21% | 606,001 | 37,562 | 6.6% | $127.11万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,094.22万 | 0.22% | 400,118 | -5,858 | -1.4% | -$30.66万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,121.41万 | 0.22% | 501,042 | 64,384 | 14.7% | $272.60万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,125.47万 | 0.22% | 261,886 | 47,443 | 22.1% | $385.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,142.77万 | 0.22% | 179,282 | 3,602 | 2.1% | $43.05万 | 加仓 |
| BX | BLACKSTONE INC | $2,182.03万 | 0.22% | 185,437 | 37,240 | 25.1% | $438.20万 | 加仓 |
| TSLA | TESLA INC | $2,202.06万 | 0.23% | 52,355 | 4,694 | 9.8% | $197.43万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,214.42万 | 0.23% | 229,497 | 11,589 | 5.3% | $111.82万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $2,220.99万 | 0.23% | 692,163 | 692,163 | — | $2,220.99万 | 新建仓 |
| VALE | VALE S A | $2,257.66万 | 0.23% | 1,501,100 | 139,493 | 10.2% | $209.80万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,395.93万 | 0.25% | 667,707 | 104,085 | 18.5% | $373.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,402.33万 | 0.25% | 55,439 | -1,173 | -2.1% | -$50.83万 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $2,437.55万 | 0.25% | 174,905 | 11,670 | 7.1% | $162.64万 | 加仓 |
| AVGO | BROADCOM INC | $2,452.09万 | 0.25% | 64,913 | 4,337 | 7.2% | $163.83万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,521.42万 | 0.26% | 757,409 | 63,381 | 9.1% | $211.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,597.46万 | 0.27% | 50,574 | 5,898 | 13.2% | $302.92万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,610.66万 | 0.27% | 844,863 | 46,372 | 5.8% | $143.29万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $2,634.57万 | 0.27% | 154,711 | 10,648 | 7.4% | $181.32万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,635.39万 | 0.27% | 145,674 | 17,075 | 13.3% | $308.90万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2,663.97万 | 0.27% | 111,458 | 11,078 | 11.0% | $264.78万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,669.60万 | 0.27% | 94,933 | 17,226 | 22.2% | $484.41万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,699.22万 | 0.28% | 724,427 | 37,461 | 5.5% | $139.58万 | 加仓 |
| AOR | ISHARES TR | $2,705.37万 | 0.28% | 389,262 | 35,376 | 10.0% | $245.86万 | 加仓 |
| DXJ | WISDOMTREE TR | $2,755.13万 | 0.28% | 158,779 | 2,712 | 1.7% | $47.06万 | 加仓 |
| MSTR | STRATEGY INC | $2,765.86万 | 0.28% | 318,171 | 12,723 | 4.2% | $110.60万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,782.80万 | 0.29% | 553,897 | 127,107 | 29.8% | $638.59万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,789.29万 | 0.29% | 290,612 | 34,696 | 13.6% | $333.01万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,860.40万 | 0.29% | 346,086 | 26,843 | 8.4% | $221.86万 | 加仓 |
| FLRT | PACER FDS TR | $2,873.51万 | 0.30% | 616,236 | 24,391 | 4.1% | $113.74万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,876.44万 | 0.30% | 386,930 | 38,461 | 11.0% | $285.92万 | 加仓 |
| AOM | ISHARES TR | $2,877.18万 | 0.30% | 576,705 | 16,714 | 3.0% | $83.39万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $2,882.16万 | 0.30% | 888,523 | 156,140 | 21.3% | $506.48万 | 加仓 |
| — | EXXON MOBIL CORP | $2,915.54万 | 0.30% | 213,249 | 16,075 | 8.2% | $219.78万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,958.17万 | 0.30% | 291,445 | 291,445 | — | $2,958.17万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,961.28万 | 0.30% | 502,082 | 54,061 | 12.1% | $318.85万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $3,184.11万 | 0.33% | 1,297,354 | -75,194 | -5.5% | -$184.55万 | 减仓 |
| MO | ALTRIA GROUP INC | $3,281.17万 | 0.34% | 456,035 | 48,286 | 11.8% | $347.42万 | 加仓 |
| V | VISA INC | $3,298.93万 | 0.34% | 96,153 | 7,614 | 8.6% | $261.23万 | 加仓 |
| SO | SOUTHERN CO | $3,324.16万 | 0.34% | 347,316 | 43,093 | 14.2% | $412.44万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $3,360.97万 | 0.35% | 152,080 | 152,080 | — | $3,360.97万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $3,382.93万 | 0.35% | 672,685 | 672,685 | — | $3,382.93万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,430.47万 | 0.35% | 423,202 | 23,887 | 6.0% | $193.63万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $3,765.14万 | 0.39% | 766,994 | 129,763 | 20.4% | $637.00万 | 加仓 |
| STOT | SSGA ACTIVE TR | $3,899.26万 | 0.40% | 828,575 | 88,063 | 11.9% | $414.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3,932.66万 | 0.40% | 212,312 | 12,717 | 6.4% | $235.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,967.25万 | 0.41% | 116,335 | 3,150 | 2.8% | $107.42万 | 加仓 |
| QUAL | ISHARES TR | $4,203.09万 | 0.43% | 191,546 | -406,110 | -68.0% | -$8,911.27万 | 减仓 |
| RTX | RTX CORPORATION | $4,343.11万 | 0.45% | 228,910 | 31,511 | 16.0% | $597.86万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,396.67万 | 0.45% | 118,816 | 18,529 | 18.5% | $685.65万 | 加仓 |
| META | META PLATFORMS INC | $4,437.93万 | 0.46% | 78,786 | 4,192 | 5.6% | $236.13万 | 加仓 |
| MP | MP MATERIALS CORP | $4,588.94万 | 0.47% | 819,308 | 802,545 | 4,787.6% | $4,495.05万 | 加仓 |
| — | TWO RDS SHARED TR | $4,598.49万 | 0.47% | 5,416,425 | 88,569 | 1.7% | $75.19万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,726.86万 | 0.49% | 529,917 | 40,063 | 8.2% | $357.36万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $4,739.51万 | 0.49% | 1,382,990 | -16,857 | -1.2% | -$57.77万 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $4,838.66万 | 0.50% | 934,014 | 148,625 | 18.9% | $769.95万 | 加仓 |
| TLH | ISHARES TR | $4,860.74万 | 0.50% | 484,379 | 32,687 | 7.2% | $328.01万 | 加仓 |
| ORCL | ORACLE CORP | $5,034.87万 | 0.52% | 343,560 | 8,303 | 2.5% | $121.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,123.52万 | 0.53% | 624,972 | 30,958 | 5.2% | $253.79万 | 加仓 |
| ICF | ISHARES TR | $5,161.65万 | 0.53% | 763,220 | 62,419 | 8.9% | $422.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,217.80万 | 0.54% | 691,008 | 65,382 | 10.5% | $493.70万 | 加仓 |
| MBB | ISHARES TR | $5,285.21万 | 0.54% | 559,163 | 58,645 | 11.7% | $554.31万 | 加仓 |