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 |
|---|---|---|---|---|---|---|---|---|
| FMB | FIRST TR EXCH TRADED FD III | $20.25万 | 0.00% | 3,942 | 3,942 | — | $20.25万 | 新建仓 |
| PSFF | PACER FDS TR | $20.25万 | 0.00% | 5,903 | 5,903 | — | $20.25万 | 新建仓 |
| BRO | BROWN & BROWN INC | $20.29万 | 0.00% | 3,164 | -1,179 | -27.1% | -$7.56万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $20.33万 | 0.00% | 40,738 | -6,874 | -14.4% | -$3.43万 | 减仓 |
| IWV | ISHARES TR | $20.34万 | 0.00% | 477 | 477 | — | $20.34万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $20.37万 | 0.00% | 8,185 | -755 | -8.4% | -$1.88万 | 重新持有 |
| TWLO | TWILIO INC | $20.45万 | 0.00% | 991 | -614 | -38.3% | -$12.67万 | 减仓 |
| CVNA | CARVANA CO | $20.45万 | 0.00% | 3,107 | 2,083 | 203.4% | $13.71万 | 重新持有 |
| FE | FIRSTENERGY CORP | $20.51万 | 0.00% | 4,314 | 286 | 7.1% | $1.36万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $20.51万 | 0.00% | 7,005 | -6,165 | -46.8% | -$18.05万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $20.54万 | 0.00% | 4,935 | -841 | -14.6% | -$3.50万 | 减仓 |
| EUFN | ISHARES TR | $20.62万 | 0.00% | 5,290 | -471 | -8.2% | -$1.84万 | 减仓 |
| IBTJ | ISHARES TR | $20.63万 | 0.00% | 9,530 | -30 | -0.3% | -$650 | 减仓 |
| INTU | INTUIT | $20.66万 | 0.00% | 792 | 80 | 11.2% | $2.09万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $20.67万 | 0.00% | 4,590 | 4,590 | — | $20.67万 | 新建仓 |
| SEZL | SEZZLE INC | $20.70万 | 0.00% | 1,206 | 1,206 | — | $20.70万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $20.70万 | 0.00% | 6,234 | 6,234 | — | $20.70万 | 新建仓 |
| IRM | IRON MTN INC DEL | $20.71万 | 0.00% | 1,640 | 1,640 | — | $20.71万 | 新建仓 |
| FAST | FASTENAL CO | $20.76万 | 0.00% | 4,322 | -799 | -15.6% | -$3.84万 | 减仓 |
| AZO | AUTOZONE INC | $20.77万 | 0.00% | 65 | -6 | -8.5% | -$1.92万 | 减仓 |
| PTNQ | PACER FDS TR | $20.82万 | 0.00% | 2,348 | -633 | -21.2% | -$5.61万 | 重新持有 |
| UTG | REAVES UTIL INCOME FD | $20.85万 | 0.00% | 5,120 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $20.89万 | 0.00% | 11,327 | 11,327 | — | $20.89万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $20.89万 | 0.00% | 5,249 | -222 | -4.1% | -$8,837 | 重新持有 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $20.95万 | 0.00% | 5,884 | 5,884 | — | $20.95万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $21.02万 | 0.00% | 1,196 | -557 | -31.8% | -$9.79万 | 减仓 |
| ALLE | ALLEGION PLC | $21.12万 | 0.00% | 1,503 | 59 | 4.1% | $8,289 | 加仓 |
| — | ARQIT QUANTUM INC | $21.12万 | 0.00% | 2,953,810 | -84,811 | -2.8% | -$6,064 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.14万 | 0.00% | 6,906 | 0 | 0.0% | — | 不变 |
| RECS | COLUMBIA ETF TR I | $21.28万 | 0.00% | 4,916 | 4,916 | — | $21.28万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $21.31万 | 0.00% | 5,618 | 5,618 | — | $21.31万 | 新建仓 |
| WRB | BERKLEY W R CORP | $21.34万 | 0.00% | 3,025 | 3,025 | — | $21.34万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $21.34万 | 0.00% | 7,259 | 7,259 | — | $21.34万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $21.35万 | 0.00% | 5,306 | 548 | 11.5% | $2.20万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $21.49万 | 0.00% | 3,641 | 3,641 | — | $21.49万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $21.56万 | 0.00% | 1,267 | -5,913 | -82.4% | -$100.61万 | 减仓 |
| GRMN | GARMIN LTD | $21.57万 | 0.00% | 908 | 908 | — | $21.57万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.58万 | 0.00% | 7,708 | -862 | -10.1% | -$2.41万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.59万 | 0.00% | 3,913 | 169 | 4.5% | $9,326 | 重新持有 |
| AIS | TIDAL TRUST III | $21.61万 | 0.00% | 2,533 | 2,533 | — | $21.61万 | 新建仓 |
| IJJ | ISHARES TR | $21.62万 | 0.00% | 1,464 | -134 | -8.4% | -$1.98万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $21.83万 | 0.00% | 28,872 | -389 | -1.3% | -$2,941 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $21.83万 | 0.00% | 4,956 | 4,956 | — | $21.83万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $21.85万 | 0.00% | 2,715 | 2,715 | — | $21.85万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $21.88万 | 0.00% | 3,186 | -2,482 | -43.8% | -$17.05万 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $21.92万 | 0.00% | 9,006 | -5,738 | -38.9% | -$13.97万 | 重新持有 |
| — | SILA REALTY TRUST INC | $22.02万 | 0.00% | 7,254 | 7,254 | — | $22.02万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $22.04万 | 0.00% | 2,900 | 2,900 | — | $22.04万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $22.11万 | 0.00% | 5,571 | 322 | 6.1% | $1.28万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $22.13万 | 0.00% | 8,305 | -492 | -5.6% | -$1.31万 | 减仓 |
| TEX | TEREX CORP NEW | $22.33万 | 0.00% | 3,084 | 3,084 | — | $22.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.34万 | 0.00% | 11,154 | 11,154 | — | $22.34万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.35万 | 0.00% | 3,906 | 5 | 0.1% | $286 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.45万 | 0.00% | 848 | -110 | -11.5% | -$2.91万 | 减仓 |
| APG | API GROUP CORP | $22.50万 | 0.00% | 5,312 | 352 | 7.1% | $1.49万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $22.50万 | 0.00% | 5,432 | 101 | 1.9% | $4,183 | 加仓 |
| ISPY | PROSHARES TR | $22.60万 | 0.00% | 4,690 | -570 | -10.8% | -$2.75万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $22.62万 | 0.00% | 4,252 | -365 | -7.9% | -$1.94万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $22.66万 | 0.00% | 1,300 | -12,848 | -90.8% | -$223.96万 | 减仓 |
| — | ATKORE INC | $22.74万 | 0.00% | 2,990 | 2,990 | — | $22.74万 | 新建仓 |
| MFDX | PIMCO EQUITY SER | $22.76万 | 0.00% | 5,466 | -169 | -3.0% | -$7,038 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $22.79万 | 0.00% | 4,327 | 3 | 0.1% | $158 | 加仓 |
| MINT | PIMCO ETF TR | $22.88万 | 0.00% | 2,270 | -1,547 | -40.5% | -$15.59万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $22.89万 | 0.00% | 6,014 | -1,606 | -21.1% | -$6.11万 | 减仓 |
| CME | CME GROUP INC | $23.03万 | 0.00% | 1,043 | 1,043 | — | $23.03万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $23.04万 | 0.00% | 30,479 | 30,479 | — | $23.04万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $23.13万 | 0.00% | 10,366 | 249 | 2.5% | $5,555 | 加仓 |
| MFC | MANULIFE FINL CORP | $23.23万 | 0.00% | 5,735 | 5,735 | — | $23.23万 | 新建仓 |
| FLEX | FLEX LTD | $23.26万 | 0.00% | 1,435 | 1,435 | — | $23.26万 | 新建仓 |
| CAOS | EA SERIES TRUST | $23.26万 | 0.00% | 2,574 | 2,574 | — | $23.26万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $23.33万 | 0.00% | 4,684 | -3,505 | -42.8% | -$17.46万 | 减仓 |
| CHAT | TIDAL TRUST II | $23.43万 | 0.00% | 2,374 | 2,374 | — | $23.43万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $23.45万 | 0.00% | 8,259 | 8,259 | — | $23.45万 | 新建仓 |
| KAPR | INNOVATOR ETFS TRUST | $23.48万 | 0.00% | 5,899 | 5,899 | — | $23.48万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.52万 | 0.00% | 1,296 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $23.53万 | 0.00% | 1,387 | 1,387 | — | $23.53万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $23.68万 | 0.00% | 5,055 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $23.89万 | 0.00% | 4,124 | 4,124 | — | $23.89万 | 新建仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $24.06万 | 0.00% | 6,921 | 6,921 | — | $24.06万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $24.07万 | 0.00% | 4,086 | -187 | -4.4% | -$1.10万 | 减仓 |
| IGSB | ISHARES TR | $24.26万 | 0.00% | 4,629 | -3,440 | -42.6% | -$18.03万 | 减仓 |
| BIIB | BIOGEN INC | $24.26万 | 0.00% | 1,123 | 1,123 | — | $24.26万 | 新建仓 |
| EVRG | EVERGY INC | $24.32万 | 0.00% | 2,814 | -148 | -5.0% | -$1.28万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.41万 | 0.00% | 8,084 | -1,641 | -16.9% | -$4.96万 | 减仓 |
| EOG | EOG RES INC | $24.45万 | 0.00% | 1,885 | 219 | 13.1% | $2.84万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $24.46万 | 0.00% | 6,420 | -178 | -2.7% | -$6,782 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.50万 | 0.00% | 144 | 26 | 22.0% | $4.42万 | 加仓 |
| MPLX | MPLX LP | $24.70万 | 0.00% | 4,384 | -2,415 | -35.5% | -$13.60万 | 减仓 |
| IGRO | ISHARES TR | $24.78万 | 0.00% | 2,818 | -908 | -24.4% | -$7.98万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $24.80万 | 0.00% | 1,522 | -28 | -1.8% | -$4,562 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.82万 | 0.00% | 2,408 | 89 | 3.8% | $9,172 | 加仓 |
| SHLD | GLOBAL X FDS | $24.84万 | 0.00% | 4,160 | 222 | 5.6% | $1.33万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.84万 | 0.00% | 1,814 | 88 | 5.1% | $1.21万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $24.85万 | 0.00% | 6,576 | 6,576 | — | $24.85万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.85万 | 0.00% | 9,565 | 9,565 | — | $24.85万 | 新建仓 |
| PBT | PERMIAN BASIN RTY TR | $24.91万 | 0.00% | 9,950 | 9,950 | — | $24.91万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $25.12万 | 0.00% | 6,189 | 176 | 2.9% | $7,143 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $25.22万 | 0.00% | 2,077 | -346 | -14.3% | -$4.20万 | 减仓 |
| P | EVERPURE INC | $25.26万 | 0.00% | 3,209 | -824 | -20.4% | -$6.49万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.27万 | 0.00% | 6,579 | -226 | -3.3% | -$8,680 | 减仓 |