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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC | $25.64万 | 0.00% | 235 | -37 | -13.6% | -$4.04万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $25.72万 | 0.00% | 23,643 | 1,350 | 6.1% | $1.47万 | 加仓 |
| XT | ISHARES TR | $25.72万 | 0.00% | 3,775 | 3,775 | — | $25.72万 | 新建仓 |
| ADSK | AUTODESK INC | $25.78万 | 0.00% | 1,077 | -21 | -1.9% | -$5,027 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.96万 | 0.00% | 11,054 | 251 | 2.3% | $5,894 | 加仓 |
| PFXF | VANECK ETF TRUST | $26.06万 | 0.00% | 14,856 | 1,246 | 9.2% | $2.19万 | 加仓 |
| KKR | KKR & CO INC | $26.10万 | 0.00% | 2,822 | -217 | -7.1% | -$2.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.15万 | 0.00% | 12,440 | -2 | -0.0% | -$42 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.15万 | 0.00% | 8,260 | -983 | -10.6% | -$3.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.17万 | 0.00% | 9,947 | -1,190 | -10.7% | -$3.13万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $26.23万 | 0.00% | 13,849 | 13,849 | — | $26.23万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $26.32万 | 0.00% | 227 | -2 | -0.9% | -$2,319 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $26.45万 | 0.00% | 3,651 | 372 | 11.3% | $2.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.53万 | 0.00% | 14,134 | 14,134 | — | $26.53万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $26.60万 | 0.00% | 1,823 | 211 | 13.1% | $3.08万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.65万 | 0.00% | 7,180 | -1,008 | -12.3% | -$3.74万 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $26.66万 | 0.00% | 9,481 | -283 | -2.9% | -$7,958 | 减仓 |
| HDV | ISHARES TR | $26.72万 | 0.00% | 1,968 | 300 | 18.0% | $4.07万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $26.78万 | 0.00% | 5,774 | -395 | -6.4% | -$1.83万 | 减仓 |
| MET | METLIFE INC | $26.78万 | 0.00% | 3,787 | 20 | 0.5% | $1,415 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $26.79万 | 0.00% | 3,807 | 233 | 6.5% | $1.64万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $26.84万 | 0.00% | 1,239 | 25 | 2.1% | $5,415 | 加仓 |
| IQV | IQVIA HLDGS INC | $27.00万 | 0.00% | 1,583 | 3 | 0.2% | $512 | 加仓 |
| SLYV | SPDR SERIES TRUST | $27.03万 | 0.00% | 2,858 | 56 | 2.0% | $5,296 | 加仓 |
| TMFC | RBB FD INC | $27.03万 | 0.00% | 4,098 | 683 | 20.0% | $4.51万 | 加仓 |
| TIP | ISHARES TR | $27.13万 | 0.00% | 2,458 | 121 | 5.2% | $1.34万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $27.14万 | 0.00% | 9,831 | -780 | -7.4% | -$2.15万 | 减仓 |
| ES | EVERSOURCE ENERGY | $27.31万 | 0.00% | 3,942 | 495 | 14.4% | $3.43万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.38万 | 0.00% | 577 | 577 | — | $27.38万 | 新建仓 |
| IXUS | ISHARES TR | $27.47万 | 0.00% | 3,170 | 127 | 4.2% | $1.10万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $27.53万 | 0.00% | 5,540 | 8 | 0.1% | $397 | 加仓 |
| CCL | CARNIVAL CORP | $27.54万 | 0.00% | 10,642 | 1,179 | 12.5% | $3.05万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $27.59万 | 0.00% | 9,908 | 1,948 | 24.5% | $5.42万 | 重新持有 |
| CBRE | CBRE GROUP INC | $27.69万 | 0.00% | 2,044 | 2,044 | — | $27.69万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $27.69万 | 0.00% | 13,092 | -3,800 | -22.5% | -$8.04万 | 减仓 |
| EMB | ISHARES TR | $27.86万 | 0.00% | 2,966 | -186 | -5.9% | -$1.75万 | 减仓 |
| SHLD | GLOBAL X FDS | $27.90万 | 0.00% | 3,938 | 184 | 4.9% | $1.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $28.03万 | 0.00% | 2,059 | -189 | -8.4% | -$2.57万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $28.04万 | 0.00% | 1,726 | -11 | -0.6% | -$1,787 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $28.12万 | 0.00% | 5,326 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $28.20万 | 0.00% | 2,519 | 2,519 | — | $28.20万 | 新建仓 |
| POOL | POOL CORP | $28.31万 | 0.00% | 1,399 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $28.32万 | 0.00% | 4,343 | -1,453 | -25.1% | -$9.48万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $28.34万 | 0.00% | 10,063 | 1,364 | 15.7% | $3.84万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $28.39万 | 0.00% | 3,780 | 292 | 8.4% | $2.19万 | 加仓 |
| FLOT | ISHARES TR | $28.42万 | 0.00% | 5,577 | -116,972 | -95.4% | -$595.98万 | 减仓 |
| AZN | ASTRAZENECA PLC | $28.43万 | 0.00% | 1,442 | 1,442 | — | $28.43万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $28.58万 | 0.00% | 11,155 | -1,330 | -10.7% | -$3.41万 | 减仓 |
| HYEM | VANECK ETF TRUST | $28.61万 | 0.00% | 14,503 | 4,416 | 43.8% | $8.71万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.80万 | 0.00% | 3,068 | 3,068 | — | $28.80万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $28.91万 | 0.00% | 3,208 | 653 | 25.6% | $5.88万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.93万 | 0.00% | 1,746 | -370 | -17.5% | -$6.13万 | 重新持有 |
| CAH | CARDINAL HEALTH INC | $28.94万 | 0.00% | 1,370 | 369 | 36.9% | $7.80万 | 加仓 |
| — | PROSHARES TR | $29.03万 | 0.00% | 11,982 | 11,982 | — | $29.03万 | 新建仓 |
| HUBB | HUBBELL INC | $29.22万 | 0.00% | 595 | 131 | 28.2% | $6.43万 | 加仓 |
| EMHY | ISHARES INC | $29.23万 | 0.00% | 7,422 | 2,254 | 43.6% | $8.88万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.26万 | 0.00% | 7,696 | -1,307 | -14.5% | -$4.97万 | 减仓 |
| PFFD | GLOBAL X FDS | $29.29万 | 0.00% | 15,917 | -2,525 | -13.7% | -$4.65万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $29.30万 | 0.00% | 7,028 | 7,028 | — | $29.30万 | 新建仓 |
| — | TIDAL TRUST II | $29.32万 | 0.00% | 15,000 | 15,000 | — | $29.32万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.35万 | 0.00% | 17,156 | 17,156 | — | $29.35万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $29.50万 | 0.00% | 3,053 | -85 | -2.7% | -$8,214 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.65万 | 0.00% | 13,015 | 0 | 0.0% | — | 不变 |
| FFLG | FIDELITY COVINGTON TRUST | $29.71万 | 0.00% | 10,684 | 3,021 | 39.4% | $8.40万 | 加仓 |
| FTNT | FORTINET INC | $29.87万 | 0.00% | 3,655 | -992 | -21.3% | -$8.11万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $29.88万 | 0.00% | 8,845 | 8,845 | — | $29.88万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $29.92万 | 0.00% | 1,366 | -7 | -0.5% | -$1,533 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.95万 | 0.00% | 985 | 31 | 3.2% | $9,425 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.00万 | 0.00% | 3,746 | -1,323 | -26.1% | -$10.59万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.03万 | 0.00% | 15,804 | -836 | -5.0% | -$1.59万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $30.04万 | 0.00% | 2,559 | 2,559 | — | $30.04万 | 新建仓 |
| DON | WISDOMTREE TR | $30.06万 | 0.00% | 5,721 | 492 | 9.4% | $2.59万 | 加仓 |
| CTVA | CORTEVA INC | $30.12万 | 0.00% | 3,598 | 145 | 4.2% | $1.21万 | 加仓 |
| IBTI | ISHARES TR | $30.19万 | 0.00% | 13,547 | 2,017 | 17.5% | $4.49万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $30.25万 | 0.00% | 8,172 | -3,695 | -31.1% | -$13.68万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $30.25万 | 0.00% | 9,036 | 9,036 | — | $30.25万 | 新建仓 |
| PLD | PROLOGIS INC. | $30.25万 | 0.00% | 2,289 | 2 | 0.1% | $264 | 加仓 |
| ESUM | STRATEGY SHS | $30.39万 | 0.00% | 11,609 | 3,570 | 44.4% | $9.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $30.43万 | 0.00% | 9,396 | -3 | -0.0% | -$97 | 减仓 |
| TXT | TEXTRON INC | $30.62万 | 0.00% | 3,497 | 3,497 | — | $30.62万 | 新建仓 |
| TRMB | TRIMBLE INC | $30.65万 | 0.00% | 4,698 | 402 | 9.4% | $2.62万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $30.76万 | 0.00% | 5,622 | -158 | -2.7% | -$8,646 | 减仓 |
| INTU | INTUIT | $30.79万 | 0.00% | 712 | -48 | -6.3% | -$2.08万 | 减仓 |
| COPX | GLOBAL X FDS | $30.85万 | 0.00% | 4,040 | -18,055 | -81.7% | -$137.85万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.87万 | 0.00% | 13,293 | -136,666 | -91.1% | -$317.35万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.92万 | 0.00% | 4,610 | -1,649 | -26.3% | -$11.06万 | 减仓 |
| IGRO | ISHARES TR | $31.21万 | 0.00% | 3,726 | 153 | 4.3% | $1.28万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $31.35万 | 0.00% | 15,405 | -3,269 | -17.5% | -$6.65万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.42万 | 0.00% | 5,580 | 67 | 1.2% | $3,773 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $31.43万 | 0.00% | 8,052 | -10,427 | -56.4% | -$40.70万 | 减仓 |
| PCG | PG&E CORP | $31.62万 | 0.00% | 17,995 | -305 | -1.7% | -$5,359 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $32.11万 | 0.00% | 2,796 | 2,796 | — | $32.11万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.12万 | 0.00% | 3,206 | -2 | -0.1% | -$200 | 减仓 |
| AIQ | GLOBAL X FDS | $32.13万 | 0.00% | 6,884 | -200 | -2.8% | -$9,334 | 减仓 |
| — | PGIM ETF TR | $32.17万 | 0.00% | 6,390 | 6,390 | — | $32.17万 | 新建仓 |
| WELL | WELLTOWER INC | $32.19万 | 0.00% | 1,628 | -223 | -12.0% | -$4.41万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $32.23万 | 0.00% | 15,738 | 15,738 | — | $32.23万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $32.31万 | 0.00% | 1,012 | 329 | 48.2% | $10.50万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $32.42万 | 0.00% | 14,125 | 989 | 7.5% | $2.27万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.44万 | 0.00% | 5,170 | -22 | -0.4% | -$1,380 | 减仓 |