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 |
|---|---|---|---|---|---|---|---|---|
| DBND | DOUBLELINE ETF TRUST | $5,301.80万 | 0.55% | 1,162,917 | 195,601 | 20.2% | $891.75万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $5,676.07万 | 0.58% | 658,936 | 7,066 | 1.1% | $60.87万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $6,093.91万 | 0.63% | 2,211,857 | -138,975 | -5.9% | -$382.89万 | 减仓 |
| GLD | SPDR GOLD TR | $6,132.81万 | 0.63% | 166,480 | -33,872 | -16.9% | -$1,247.78万 | 减仓 |
| CIEN | CIENA CORP | $6,186.64万 | 0.64% | 126,114 | -130,384 | -50.8% | -$6,396.11万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $6,210.13万 | 0.64% | 619,285 | -26,681 | -4.1% | -$267.55万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,210.36万 | 0.64% | 90,423 | 5,445 | 6.4% | $373.97万 | 加仓 |
| VCR | VANGUARD WORLD FD | $6,396.47万 | 0.66% | 161,278 | 160,121 | 13,839.3% | $6,350.58万 | 加仓 |
| SHV | ISHARES TR | $6,485.52万 | 0.67% | 587,723 | 193,745 | 49.2% | $2,137.97万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $6,573.81万 | 0.68% | 2,369,018 | -136,318 | -5.4% | -$378.27万 | 减仓 |
| GOVT | ISHARES TR | $6,710.75万 | 0.69% | 2,945,895 | 1,311,628 | 80.3% | $2,987.89万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $6,711.98万 | 0.69% | 2,112,012 | 340,886 | 19.2% | $1,083.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,063.65万 | 0.73% | 1,592,347 | 76,069 | 5.0% | $337.44万 | 加仓 |
| EFV | ISHARES TR | $7,086.42万 | 0.73% | 925,724 | -1,033,928 | -52.8% | -$7,914.72万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,288.30万 | 0.75% | 72,064 | 5,143 | 7.7% | $520.15万 | 加仓 |
| C | CITIGROUP INC | $7,413.51万 | 0.76% | 529,688 | -87,927 | -14.2% | -$1,230.63万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $7,419.59万 | 0.76% | 226,670 | 15,922 | 7.6% | $521.18万 | 加仓 |
| AMZN | AMAZON COM INC | $7,439.38万 | 0.77% | 312,133 | 12,516 | 4.2% | $298.31万 | 加仓 |
| ASML | ASML HLDG NV | $7,609.04万 | 0.78% | 38,247 | 2,000 | 5.5% | $397.89万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $7,657.08万 | 0.79% | 2,729,797 | 2,729,797 | — | $7,657.08万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $7,681.37万 | 0.79% | 1,781,807 | -69,597 | -3.8% | -$300.03万 | 减仓 |
| BIL | SPDR SERIES TRUST | $7,713.27万 | 0.79% | 841,692 | -241,926 | -22.3% | -$2,217.01万 | 减仓 |
| EFG | ISHARES TR | $7,768.28万 | 0.80% | 624,359 | 389,279 | 165.6% | $4,843.41万 | 加仓 |
| LLY | ELI LILLY & CO | $7,880.97万 | 0.81% | 65,706 | 6,366 | 10.7% | $763.56万 | 加仓 |
| MS | MORGAN STANLEY | $7,918.33万 | 0.82% | 378,795 | 28,948 | 8.3% | $605.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $8,109.27万 | 0.83% | 110,120 | -9,191 | -7.7% | -$676.83万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,161.70万 | 0.84% | 109,293 | -14,721 | -11.9% | -$1,099.32万 | 减仓 |
| HBTA | HORIZON FDS | $8,226.04万 | 0.85% | 2,516,378 | 2,516,378 | — | $8,226.04万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1.01亿 | 1.04% | 300,489 | 34,441 | 12.9% | $1,153.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.01亿 | 1.04% | 269,741 | 29,427 | 12.2% | $1,097.68万 | 加仓 |
| IEMG | ISHARES INC | $1.04亿 | 1.07% | 1,260,159 | -381,842 | -23.3% | -$3,163.18万 | 减仓 |
| ARKW | ARK ETF TR | $1.06亿 | 1.09% | 731,008 | 131,317 | 21.9% | $1,902.26万 | 加仓 |
| GOOGL | ALPHABET INC | $1.13亿 | 1.16% | 315,544 | 48,608 | 18.2% | $1,737.10万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.14亿 | 1.17% | 2,163,848 | -263,871 | -10.9% | -$1,391.13万 | 减仓 |
| MTUM | ISHARES TR | $1.21亿 | 1.24% | 352,034 | -88,335 | -20.1% | -$3,028.39万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1.27亿 | 1.31% | 3,464,938 | 312,381 | 9.9% | $1,143.31万 | 加仓 |
| AAPL | APPLE INC | $1.36亿 | 1.40% | 469,893 | 28,363 | 6.4% | $820.71万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.72亿 | 1.77% | 1,602,607 | 338,476 | 26.8% | $3,626.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.80亿 | 1.85% | 900,603 | 58,630 | 7.0% | $1,173.13万 | 加仓 |
| AESR | HORIZON FDS | $1.95亿 | 2.01% | 9,388,555 | 9,388,555 | — | $1.95亿 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $2.02亿 | 2.08% | 2,970,337 | 277,303 | 10.3% | $1,885.94万 | 加仓 |
| IUSB | ISHARES TR | $2.30亿 | 2.37% | 4,994,324 | 1,217,679 | 32.2% | $5,619.59万 | 加仓 |
| SOXX | ISHARES TR | $2.33亿 | 2.40% | 364,192 | -52,001 | -12.5% | -$3,332.02万 | 减仓 |
| IVE | ISHARES TR | $2.78亿 | 2.86% | 1,225,561 | 113,911 | 10.2% | $2,586.46万 | 加仓 |
| IVW | ISHARES TR | $3.32亿 | 3.41% | 2,410,689 | 133,894 | 5.9% | $1,841.44万 | 加仓 |
| IVV | ISHARES TR | $3.67亿 | 3.78% | 490,520 | 261,891 | 114.5% | $1.96亿 | 加仓 |