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 |
|---|---|---|---|---|---|---|---|---|
| PECO | PHILLIPS EDISON & CO INC | $21.61万 | 0.00% | 5,776 | -781 | -11.9% | -$2.92万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.68万 | 0.00% | 7,843 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $21.83万 | 0.00% | 10,228 | -2,093 | -17.0% | -$4.47万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $21.85万 | 0.00% | 3,999 | 3,999 | — | $21.85万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $21.92万 | 0.00% | 4,273 | -1,217 | -22.2% | -$6.24万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $22.02万 | 0.00% | 5,055 | 537 | 11.9% | $2.34万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.04万 | 0.00% | 3,901 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $22.04万 | 0.00% | 4,451 | 4,451 | — | $22.04万 | 新建仓 |
| SLB | SLB LIMITED | $22.06万 | 0.00% | 4,292 | 4,292 | — | $22.06万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $22.12万 | 0.00% | 4,443 | 147 | 3.4% | $7,319 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $22.16万 | 0.00% | 4,617 | -83 | -1.8% | -$3,984 | 重新持有 |
| BMAY | INNOVATOR ETFS TRUST | $22.17万 | 0.00% | 4,940 | -62 | -1.2% | -$2,782 | 减仓 |
| Q | QNITY ELECTRONICS INC | $22.18万 | 0.00% | 1,923 | 1,923 | — | $22.18万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $22.21万 | 0.00% | 1,550 | -124 | -7.4% | -$1.78万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $22.21万 | 0.00% | 5,218 | 1,509 | 40.7% | $6.42万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $22.23万 | 0.00% | 3,273 | 3,273 | — | $22.23万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $22.29万 | 0.00% | 1,284 | 1,284 | — | $22.29万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $22.36万 | 0.00% | 1,478 | 1,478 | — | $22.36万 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $22.38万 | 0.00% | 1,098 | 1,098 | — | $22.38万 | 新建仓 |
| XSOE | WISDOMTREE TR | $22.40万 | 0.00% | 5,587 | -2,789 | -33.3% | -$11.18万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.42万 | 0.00% | 958 | -3,080 | -76.3% | -$72.08万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $22.44万 | 0.00% | 5,635 | 1 | 0.0% | $40 | 加仓 |
| IJK | ISHARES TR | $22.49万 | 0.00% | 2,236 | 2,236 | — | $22.49万 | 新建仓 |
| RY | ROYAL BK CDA | $22.60万 | 0.00% | 1,397 | -203 | -12.7% | -$3.28万 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $22.61万 | 0.00% | 2,423 | -85 | -3.4% | -$7,931 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $22.62万 | 0.00% | 293 | 293 | — | $22.62万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $22.65万 | 0.00% | 10,117 | 10,117 | — | $22.65万 | 新建仓 |
| GM | GENERAL MTRS CO | $22.66万 | 0.00% | 3,042 | -10,400 | -77.4% | -$77.47万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $22.68万 | 0.00% | 8,303 | -1,618 | -16.3% | -$4.42万 | 重新持有 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.71万 | 0.00% | 4,758 | -8 | -0.2% | -$382 | 减仓 |
| EQIX | EQUINIX INC | $22.76万 | 0.00% | 232 | -122 | -34.5% | -$11.97万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $22.76万 | 0.00% | 4,659 | 4,659 | — | $22.76万 | 新建仓 |
| ISPY | PROSHARES TR | $22.80万 | 0.00% | 5,260 | -2,639 | -33.4% | -$11.44万 | 减仓 |
| B | BARRICK MNG CORP | $22.94万 | 0.00% | 5,623 | 5,623 | — | $22.94万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.08万 | 0.00% | 1,296 | -28 | -2.1% | -$4,987 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $23.13万 | 0.00% | 5,633 | -47 | -0.8% | -$1,930 | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.16万 | 0.00% | 5,444 | 5,444 | — | $23.16万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $23.16万 | 0.00% | 2,319 | -35,932 | -93.9% | -$358.85万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $23.20万 | 0.00% | 5,098 | -378 | -6.9% | -$1.72万 | 减仓 |
| — | ELECTRONIC ARTS INC | $23.22万 | 0.00% | 1,139 | -4 | -0.3% | -$815 | 减仓 |
| BF/B | BROWN FORMAN CORP | $23.26万 | 0.00% | 8,797 | 8,797 | — | $23.26万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $23.34万 | 0.00% | 1,013 | 1,013 | — | $23.34万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.36万 | 0.00% | 8,570 | 8,570 | — | $23.36万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $23.38万 | 0.00% | 1,118 | 54 | 5.1% | $1.13万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $23.40万 | 0.00% | 18,178 | -27,003 | -59.8% | -$34.75万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $23.40万 | 0.00% | 2,264 | -161,020 | -98.6% | -$1,664.27万 | 减仓 |
| IBDU | ISHARES TR | $23.42万 | 0.00% | 10,069 | 10,069 | — | $23.42万 | 新建仓 |
| MOS | MOSAIC CO | $23.53万 | 0.00% | 9,226 | -4,794 | -34.2% | -$12.22万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.54万 | 0.00% | 4,459 | 4,459 | — | $23.54万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $23.56万 | 0.00% | 6,598 | 55 | 0.8% | $1,964 | 加仓 |
| — | SPROTT FDS TR | $23.56万 | 0.00% | 3,981 | 3,981 | — | $23.56万 | 新建仓 |
| PSK | SPDR SERIES TRUST | $23.61万 | 0.00% | 7,655 | 699 | 10.0% | $2.16万 | 加仓 |
| KHC | KRAFT HEINZ CO | $23.62万 | 0.00% | 10,502 | -8,460 | -44.6% | -$19.03万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.66万 | 0.00% | 2,735 | 2,735 | — | $23.66万 | 新建仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $23.71万 | 0.00% | 5,772 | -3,726 | -39.2% | -$15.31万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $23.76万 | 0.00% | 7,134 | 7,134 | — | $23.76万 | 新建仓 |
| FAST | FASTENAL CO | $23.76万 | 0.00% | 5,121 | 5,121 | — | $23.76万 | 新建仓 |
| P | EVERPURE INC | $23.81万 | 0.00% | 4,033 | 4,033 | — | $23.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.82万 | 0.00% | 5,758 | -261 | -4.3% | -$1.08万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $23.93万 | 0.00% | 6,501 | -7,043 | -52.0% | -$25.93万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.98万 | 0.00% | 11,131 | 11,131 | — | $23.98万 | 新建仓 |
| EBAY | EBAY INC. | $23.98万 | 0.00% | 2,634 | -553 | -17.4% | -$5.03万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $23.98万 | 0.00% | 15,253 | 15,253 | — | $23.98万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $24.00万 | 0.00% | 2,713 | -5,487 | -66.9% | -$48.54万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $24.01万 | 0.00% | 4,310 | -19,572 | -82.0% | -$109.04万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $24.04万 | 0.00% | 5,441 | 5,441 | — | $24.04万 | 新建仓 |
| EOG | EOG RES INC | $24.09万 | 0.00% | 1,666 | 1,666 | — | $24.09万 | 新建仓 |
| AZO | AUTOZONE INC | $24.09万 | 0.00% | 71 | -14 | -16.5% | -$4.75万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.13万 | 0.00% | 7,183 | 7,183 | — | $24.13万 | 新建仓 |
| PFLD | ETF SER SOLUTIONS | $24.20万 | 0.00% | 12,501 | 1,153 | 10.2% | $2.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.24万 | 0.00% | 7,954 | -6,359 | -44.4% | -$19.38万 | 减仓 |
| EVRG | EVERGY INC | $24.26万 | 0.00% | 2,962 | 2,962 | — | $24.26万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $24.28万 | 0.00% | 47,612 | 17,658 | 59.0% | $9.01万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $24.38万 | 0.00% | 6,013 | -5,426 | -47.4% | -$22.00万 | 减仓 |
| INTF | ISHARES TR | $24.39万 | 0.00% | 6,261 | 0 | 0.0% | — | 不变 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $24.44万 | 0.00% | 1,586 | 1 | 0.1% | $154 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $24.55万 | 0.00% | 7,520 | -21 | -0.3% | -$685 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.58万 | 0.00% | 6,805 | 0 | 0.0% | — | 不变 |
| ALLW | SSGA ACTIVE TR | $24.60万 | 0.00% | 8,526 | 8,526 | — | $24.60万 | 新建仓 |
| UL | UNILEVER PLC | $24.65万 | 0.00% | 4,326 | 538 | 14.2% | $3.06万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $24.67万 | 0.00% | 1,959 | 1,959 | — | $24.67万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $24.67万 | 0.00% | 5,150 | -4,591 | -47.1% | -$22.00万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $24.71万 | 0.00% | 7,620 | -148,363 | -95.1% | -$481.15万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $24.72万 | 0.00% | 5,663 | -700 | -11.0% | -$3.06万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $24.74万 | 0.00% | 32,259 | 442 | 1.4% | $3,390 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $24.76万 | 0.00% | 6,998 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $24.87万 | 0.00% | 11,821 | 74 | 0.6% | $1,557 | 加仓 |
| IBTG | ISHARES TR | $24.87万 | 0.00% | 10,853 | 10,853 | — | $24.87万 | 新建仓 |
| IAUM | ISHARES GOLD TR | $24.87万 | 0.00% | 5,326 | -57 | -1.1% | -$2,662 | 减仓 |
| SPMD | SPDR SERIES TRUST | $24.92万 | 0.00% | 4,209 | -776 | -15.6% | -$4.60万 | 减仓 |
| QLD | PROSHARES TR | $25.03万 | 0.00% | 4,104 | -12,192 | -74.8% | -$74.37万 | 减仓 |
| IEI | ISHARES TR | $25.06万 | 0.00% | 2,113 | 394 | 22.9% | $4.67万 | 加仓 |
| CTAS | CINTAS CORP | $25.08万 | 0.00% | 1,483 | 8 | 0.5% | $1,353 | 加仓 |
| VHT | VANGUARD WORLD FD | $25.15万 | 0.00% | 923 | -579 | -38.5% | -$15.77万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $25.16万 | 0.00% | 6,163 | 155 | 2.6% | $6,328 | 加仓 |
| IGIB | ISHARES TR | $25.21万 | 0.00% | 4,737 | 4,737 | — | $25.21万 | 新建仓 |
| — | GLOBAL X FDS | $25.22万 | 0.00% | 28,363 | 2,299 | 8.8% | $2.04万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $25.24万 | 0.00% | 8,622 | 8,622 | — | $25.24万 | 新建仓 |
| YUM | YUM BRANDS INC | $25.38万 | 0.00% | 1,632 | 17 | 1.1% | $2,643 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $25.40万 | 0.00% | 9,725 | 9,725 | — | $25.40万 | 新建仓 |