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 |
|---|---|---|---|---|---|---|---|---|
| BUFB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,709 | -100.0% | -$20.91万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TNA | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -4,550 | -100.0% | -$20.72万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -405 | -100.0% | -$20.70万 | 清仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,248 | -100.0% | -$20.47万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,843 | -100.0% | -$20.45万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,077 | -100.0% | -$20.28万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,557 | -100.0% | -$20.25万 | 清仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -2,865 | -100.0% | -$20.03万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$17.85万 | 清仓 |
| BULL | WEBULL CORP 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$7.77万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -11,324 | -100.0% | -$6.05万 | 清仓 |
| — | QUIPT HOME MEDICAL CORP | $0 | 0.00% | 0 | -15,659 | -100.0% | -$5.53万 | 清仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $4,515 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $6,156 | 0.00% | 1,900 | -45,939 | -96.0% | -$14.88万 | 减仓 |
| — | NANOVIRICIDES INC | $9,126 | 0.00% | 10,005 | 5 | 0.1% | $5 | 加仓 |
| — | DEFI TECHNOLOGIES INC | $1.10万 | 0.00% | 20,000 | -4,419 | -18.1% | -$2,441 | 减仓 |
| DNN | DENISON MINES CORP | $1.52万 | 0.00% | 4,311 | 4,311 | — | $1.52万 | 新建仓 |
| ALT | ALTIMMUNE INC | $3.40万 | 0.00% | 11,052 | 11,052 | — | $3.40万 | 新建仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $3.44万 | 0.00% | 11,702 | 11,702 | — | $3.44万 | 新建仓 |
| — | LUMENT FINANCE TRUST INC | $3.59万 | 0.00% | 28,464 | -17,659 | -38.3% | -$2.23万 | 减仓 |
| ATOM | ATOMERA INC | $4.76万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $5.35万 | 0.00% | 20,506 | 8,431 | 69.8% | $2.20万 | 加仓 |
| NMAX | NEWSMAX INC | $5.57万 | 0.00% | 10,666 | -2,382 | -18.3% | -$1.24万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $6.21万 | 0.00% | 15,734 | 15,734 | — | $6.21万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $7.34万 | 0.00% | 12,133 | -286 | -2.3% | -$1,730 | 减仓 |
| COTY | COTY INC | $7.74万 | 0.00% | 38,496 | 38,496 | — | $7.74万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $8.73万 | 0.00% | 14,216 | 14 | 0.1% | $86 | 加仓 |
| BB | BLACKBERRY LTD 看涨期权 | $8.91万 | 0.00% | 27,500 | 0 | 0.0% | — | 不变 |
| KOPN | KOPIN CORP | $9.60万 | 0.00% | 42,668 | 100 | 0.2% | $225 | 加仓 |
| MSOS | ADVISORSHARES TR | $9.78万 | 0.00% | 27,554 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $9.82万 | 0.00% | 11,568 | 11,568 | — | $9.82万 | 新建仓 |
| BBDC | BARINGS BDC INC | $10.87万 | 0.00% | 13,205 | 1,510 | 12.9% | $1.24万 | 加仓 |
| — | ESPERION THERAPEUTICS INC NE | $10.96万 | 0.00% | 40,000 | -108 | -0.3% | -$296 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $11.41万 | 0.00% | 12,190 | 0 | 0.0% | — | 不变 |
| — | RUNWAY GROWTH FINANCE CORP | $12.03万 | 0.00% | 17,505 | 17,505 | — | $12.03万 | 新建仓 |
| — | PENNANTPARK INVT CORP | $12.15万 | 0.00% | 27,066 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP 看涨期权 | $12.36万 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO | $12.42万 | 0.00% | 18,732 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.76万 | 0.00% | 10,962 | 10,962 | — | $12.76万 | 新建仓 |
| TSSI | TSS INC DEL | $13.01万 | 0.00% | 10,000 | 10,000 | — | $13.01万 | 新建仓 |
| XXI | TWENTY ONE CAP INC | $13.63万 | 0.00% | 21,304 | 5,538 | 35.1% | $3.54万 | 加仓 |
| SERV | SERVE ROBOTICS INC | $14.29万 | 0.00% | 16,930 | 5,062 | 42.7% | $4.27万 | 加仓 |
| — | GRANITESHARES ETF TR | $15.01万 | 0.00% | 10,545 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $15.15万 | 0.00% | 12,288 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $15.23万 | 0.00% | 11,636 | 11,636 | — | $15.23万 | 新建仓 |
| — | ODYSSEY MARINE EXPL INC | $15.32万 | 0.00% | 183,750 | -107,500 | -36.9% | -$8.97万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $15.47万 | 0.00% | 14,021 | 14,021 | — | $15.47万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.34万 | 0.00% | 10,855 | -4,186 | -27.8% | -$6.30万 | 减仓 |
| PATH | UIPATH INC | $16.85万 | 0.00% | 15,178 | 3,985 | 35.6% | $4.42万 | 重新持有 |
| COMP | COMPASS INC | $16.99万 | 0.00% | 23,246 | -1,098 | -4.5% | -$8,027 | 减仓 |
| — | GLADSTONE INVT CORP | $17.21万 | 0.00% | 12,116 | 146 | 1.2% | $2,073 | 加仓 |
| MSIF | MSC INCOME FUND INC | $17.24万 | 0.00% | 14,152 | 4,060 | 40.2% | $4.95万 | 加仓 |
| FSK | FS KKR CAP CORP | $17.30万 | 0.00% | 16,989 | 6,832 | 67.3% | $6.96万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $17.37万 | 0.00% | 3,840 | -3,336 | -46.5% | -$15.09万 | 减仓 |
| AGNC | AGNC INVT CORP | $18.05万 | 0.00% | 17,998 | -2,381 | -11.7% | -$2.39万 | 减仓 |
| WU | WESTERN UN CO | $18.58万 | 0.00% | 21,285 | -13,913 | -39.5% | -$12.15万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $18.67万 | 0.00% | 29,261 | -10,756 | -26.9% | -$6.86万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $18.81万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $19.12万 | 0.00% | 10,620 | 10,620 | — | $19.12万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $19.57万 | 0.00% | 17,756 | 2,429 | 15.8% | $2.68万 | 加仓 |
| EUFN | ISHARES TR | $20.08万 | 0.00% | 5,761 | 5,761 | — | $20.08万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $20.08万 | 0.00% | 5,249 | -611 | -10.4% | -$2.34万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $20.09万 | 0.00% | 877 | 877 | — | $20.09万 | 新建仓 |
| APG | API GROUP CORP | $20.10万 | 0.00% | 4,960 | 4,960 | — | $20.10万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $20.11万 | 0.00% | 5,120 | 5,120 | — | $20.11万 | 新建仓 |
| AVT | AVNET INC | $20.11万 | 0.00% | 3,264 | 3,264 | — | $20.11万 | 新建仓 |
| TWLO | TWILIO INC | $20.20万 | 0.00% | 1,605 | 1,605 | — | $20.20万 | 新建仓 |
| RPM | RPM INTL INC | $20.20万 | 0.00% | 2,032 | -58 | -2.8% | -$5,766 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $20.23万 | 0.00% | 13,987 | -257 | -1.8% | -$3,718 | 减仓 |
| MELI | MERCADOLIBRE INC | $20.32万 | 0.00% | 118 | -87 | -42.4% | -$14.98万 | 减仓 |
| QGRW | WISDOMTREE TR | $20.32万 | 0.00% | 3,804 | -1,702 | -30.9% | -$9.09万 | 重新持有 |
| FE | FIRSTENERGY CORP | $20.41万 | 0.00% | 4,028 | 4,028 | — | $20.41万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.43万 | 0.00% | 4,513 | 4,513 | — | $20.43万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $20.44万 | 0.00% | 2,678 | -3,703 | -58.0% | -$28.26万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.45万 | 0.00% | 1,512 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $20.58万 | 0.00% | 6,184 | 6,184 | — | $20.58万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $20.61万 | 0.00% | 3,822 | 74 | 2.0% | $3,990 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $20.63万 | 0.00% | 3,931 | 3,931 | — | $20.63万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $20.64万 | 0.00% | 5,331 | 5,331 | — | $20.64万 | 新建仓 |
| MLPX | GLOBAL X FDS | $20.69万 | 0.00% | 2,798 | -2,495 | -47.1% | -$18.45万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.80万 | 0.00% | 4,192 | 4,192 | — | $20.80万 | 新建仓 |
| BFEB | INNOVATOR ETFS TRUST | $20.84万 | 0.00% | 4,369 | 4,369 | — | $20.84万 | 新建仓 |
| IBTJ | ISHARES TR | $20.88万 | 0.00% | 9,560 | 48 | 0.5% | $1,048 | 加仓 |
| — | CANOPY GROWTH CORPORATION | $20.88万 | 0.00% | 220,022 | -205,014 | -48.2% | -$19.46万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $20.92万 | 0.00% | 431 | 1 | 0.2% | $485 | 加仓 |
| ALLE | ALLEGION PLC | $20.98万 | 0.00% | 1,444 | 1,444 | — | $20.98万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.99万 | 0.00% | 2,280 | 106 | 4.9% | $9,759 | 加仓 |
| IJJ | ISHARES TR | $21.17万 | 0.00% | 1,598 | 1,598 | — | $21.17万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.21万 | 0.00% | 6,906 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $21.23万 | 0.00% | 1,414 | 70 | 5.2% | $1.05万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $21.31万 | 0.00% | 5,909 | 5,909 | — | $21.31万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $21.36万 | 0.00% | 4,324 | 4,324 | — | $21.36万 | 新建仓 |
| ECL | ECOLAB INC | $21.38万 | 0.00% | 804 | -38 | -4.5% | -$1.01万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $21.45万 | 0.00% | 2,821 | 2,821 | — | $21.45万 | 新建仓 |
| UEC | URANIUM ENERGY CORP | $21.54万 | 0.00% | 15,957 | 2,881 | 22.0% | $3.89万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $21.59万 | 0.00% | 1,464 | 1,464 | — | $21.59万 | 新建仓 |