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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $25.28万 | 0.00% | 1,101 | -138 | -11.1% | -$3.17万 | 减仓 |
| HEWJ | ISHARES TR | $25.30万 | 0.00% | 3,921 | -4,072 | -50.9% | -$26.27万 | 重新持有 |
| IJK | ISHARES TR | $25.31万 | 0.00% | 2,154 | -82 | -3.7% | -$9,636 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $25.37万 | 0.00% | 9,849 | 9,849 | — | $25.37万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $25.43万 | 0.00% | 1,068 | 1,068 | — | $25.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.51万 | 0.00% | 7,493 | -461 | -5.8% | -$1.57万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $25.52万 | 0.00% | 12,079 | 258 | 2.2% | $5,452 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $25.54万 | 0.00% | 5,933 | 300 | 5.3% | $1.29万 | 加仓 |
| IBTI | ISHARES TR | $25.56万 | 0.00% | 11,545 | -2,002 | -14.8% | -$4.43万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.70万 | 0.00% | 2,752 | 39 | 1.4% | $3,642 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.70万 | 0.00% | 5,670 | -88 | -1.5% | -$3,989 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.71万 | 0.00% | 7,691 | 7,691 | — | $25.71万 | 新建仓 |
| INTF | ISHARES TR | $25.72万 | 0.00% | 6,280 | 19 | 0.3% | $778 | 加仓 |
| ES | EVERSOURCE ENERGY | $25.75万 | 0.00% | 3,564 | -378 | -9.6% | -$2.73万 | 减仓 |
| FIX | COMFORT SYS USA INC | $25.77万 | 0.00% | 130 | 130 | — | $25.77万 | 新建仓 |
| POWL | POWELL INDS INC | $25.86万 | 0.00% | 903 | 903 | — | $25.86万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.90万 | 0.00% | 6,627 | -553 | -7.7% | -$2.16万 | 减仓 |
| IBTG | ISHARES TR | $25.96万 | 0.00% | 11,342 | 489 | 4.5% | $1.12万 | 加仓 |
| UL | UNILEVER PLC | $26.09万 | 0.00% | 4,340 | 14 | 0.3% | $842 | 加仓 |
| CTAS | CINTAS CORP | $26.16万 | 0.00% | 1,538 | 55 | 3.7% | $9,354 | 加仓 |
| CCI | CROWN CASTLE INC | $26.22万 | 0.00% | 3,462 | 3,462 | — | $26.22万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $26.23万 | 0.00% | 12,410 | -3,328 | -21.1% | -$7.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.25万 | 0.00% | 11,236 | 105 | 0.9% | $2,453 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $26.33万 | 0.00% | 2,250 | -455 | -16.8% | -$5.32万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.39万 | 0.00% | 780 | 780 | — | $26.39万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $26.43万 | 0.00% | 3,422 | -385 | -10.1% | -$2.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.49万 | 0.00% | 11,040 | -14 | -0.1% | -$336 | 减仓 |
| — | TIDAL TRUST II | $26.60万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $26.60万 | 0.00% | 255 | 23 | 9.9% | $2.40万 | 加仓 |
| ECL | ECOLAB INC | $26.69万 | 0.00% | 958 | 154 | 19.2% | $4.29万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $26.76万 | 0.00% | 20,102 | -7,186 | -26.3% | -$9.56万 | 减仓 |
| IXN | ISHARES TR | $26.92万 | 0.00% | 1,863 | 1,863 | — | $26.92万 | 新建仓 |
| — | TIDAL TRUST I | $27.09万 | 0.00% | 15,454 | -49,368 | -76.2% | -$86.54万 | 减仓 |
| BCS | BARCLAYS PLC | $27.12万 | 0.00% | 10,096 | 10,096 | — | $27.12万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $27.28万 | 0.00% | 912 | -11 | -1.2% | -$3,291 | 减仓 |
| — | PROSHARES TR | $27.29万 | 0.00% | 11,262 | -720 | -6.0% | -$1.74万 | 减仓 |
| DASH | DOORDASH INC | $27.31万 | 0.00% | 1,483 | 69 | 4.9% | $1.27万 | 加仓 |
| — | BELPOINTE PREP LLC | $27.41万 | 0.00% | 6,052 | -1,962 | -24.5% | -$8.89万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.44万 | 0.00% | 3,097 | 3,097 | — | $27.44万 | 新建仓 |
| EMB | ISHARES TR | $27.45万 | 0.00% | 2,846 | -120 | -4.0% | -$1.16万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $27.48万 | 0.00% | 3,216 | -57 | -1.7% | -$4,871 | 减仓 |
| SPAB | SPDR SERIES TRUST | $27.49万 | 0.00% | 10,773 | -382 | -3.4% | -$9,749 | 减仓 |
| IQV | IQVIA HLDGS INC | $27.50万 | 0.00% | 1,423 | -160 | -10.1% | -$3.09万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $27.53万 | 0.00% | 4,778 | 847 | 21.5% | $4.88万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $27.56万 | 0.00% | 10,674 | 10,674 | — | $27.56万 | 新建仓 |
| YUM | YUM BRANDS INC | $27.64万 | 0.00% | 1,729 | 97 | 5.9% | $1.55万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.73万 | 0.00% | 1,797 | 396 | 28.3% | $6.11万 | 重新持有 |
| OMC | OMNICOM GROUP INC | $27.93万 | 0.00% | 3,834 | -1,052 | -21.5% | -$7.66万 | 减仓 |
| — | TIDAL TRUST I | $27.93万 | 0.00% | 9,629 | -2,510 | -20.7% | -$7.28万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.97万 | 0.00% | 639 | 62 | 10.7% | $2.71万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $28.03万 | 0.00% | 10,510 | 2,207 | 26.6% | $5.89万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $28.21万 | 0.00% | 4,770 | 460 | 10.7% | $2.72万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $28.35万 | 0.00% | 32,376 | 117 | 0.4% | $1,024 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.36万 | 0.00% | 12,599 | 159 | 1.3% | $3,579 | 加仓 |
| — | QTREX QUANTUM LTD | $28.51万 | 0.00% | 198,000 | 198,000 | — | $28.51万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $28.58万 | 0.00% | 7,968 | -877 | -9.9% | -$3.15万 | 减仓 |
| — | PROSHARES TR II | $28.61万 | 0.00% | 10,425 | 10,425 | — | $28.61万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $28.67万 | 0.00% | 5,638 | 1,446 | 34.5% | $7.35万 | 加仓 |
| KHC | KRAFT HEINZ CO | $28.67万 | 0.00% | 12,139 | 1,637 | 15.6% | $3.87万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.73万 | 0.00% | 6,966 | -27,434 | -79.8% | -$113.16万 | 减仓 |
| SANM | SANMINA CORP | $28.75万 | 0.00% | 1,136 | 1,136 | — | $28.75万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $28.91万 | 0.00% | 6,698 | 2,858 | 74.4% | $12.34万 | 加仓 |
| DDOG | DATADOG INC | $29.01万 | 0.00% | 1,116 | -834 | -42.8% | -$21.68万 | 重新持有 |
| AVLC | AMERICAN CENTY ETF TR | $29.08万 | 0.00% | 3,233 | 3,233 | — | $29.08万 | 新建仓 |
| — | GLOBAL X FDS | $29.09万 | 0.00% | 7,542 | 7,542 | — | $29.09万 | 新建仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $29.10万 | 0.00% | 1,502 | -84 | -5.3% | -$1.63万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $29.11万 | 0.00% | 4,514 | 1 | 0.0% | $64 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $29.12万 | 0.00% | 2,114 | -473 | -18.3% | -$6.52万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $29.25万 | 0.00% | 8,230 | -806 | -8.9% | -$2.86万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $29.31万 | 0.00% | 9,914 | -626 | -5.9% | -$1.85万 | 减仓 |
| TMFC | RBB FD INC | $29.39万 | 0.00% | 3,859 | -239 | -5.8% | -$1.82万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $29.53万 | 0.00% | 7,151 | 7,151 | — | $29.53万 | 新建仓 |
| — | ROBO.AI INC. | $29.57万 | 0.00% | 67,500 | 67,500 | — | $29.57万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.60万 | 0.00% | 4,909 | -19,969 | -80.3% | -$120.40万 | 重新持有 |
| AVT | AVNET INC | $29.66万 | 0.00% | 3,339 | 75 | 2.3% | $6,662 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $29.71万 | 0.00% | 6,830 | 1,167 | 20.6% | $5.08万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $29.71万 | 0.00% | 5,471 | -69 | -1.2% | -$3,747 | 减仓 |
| CGNX | COGNEX CORP | $29.73万 | 0.00% | 4,105 | 4,105 | — | $29.73万 | 新建仓 |
| XE | X-ENERGY INC | $29.87万 | 0.00% | 16,267 | 16,267 | — | $29.87万 | 新建仓 |
| KKR | KKR & CO INC | $29.90万 | 0.00% | 3,258 | 436 | 15.5% | $4.00万 | 加仓 |
| TRMB | TRIMBLE INC | $29.95万 | 0.00% | 5,851 | 1,153 | 24.5% | $5.90万 | 加仓 |
| VMI | VALMONT INDS INC | $30.09万 | 0.00% | 521 | 521 | — | $30.09万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.14万 | 0.00% | 1,706 | -40 | -2.3% | -$7,067 | 减仓 |
| XT | ISHARES TR | $30.28万 | 0.00% | 3,665 | -110 | -2.9% | -$9,089 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $30.37万 | 0.00% | 2,234 | -46 | -2.0% | -$6,254 | 减仓 |
| RPM | RPM INTL INC | $30.38万 | 0.00% | 2,733 | 701 | 34.5% | $7.79万 | 加仓 |
| POOL | POOL CORP | $30.49万 | 0.00% | 1,419 | 20 | 1.4% | $4,298 | 加仓 |
| SCO | PROSHARES TR II | $30.64万 | 0.00% | 8,750 | 8,750 | — | $30.64万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $30.78万 | 0.00% | 3,105 | 3,105 | — | $30.78万 | 新建仓 |
| ICLN | ISHARES TR | $30.81万 | 0.00% | 15,037 | 15,037 | — | $30.81万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $30.83万 | 0.00% | 933 | -52 | -5.3% | -$1.72万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $30.84万 | 0.00% | 4,643 | 1,286 | 38.3% | $8.54万 | 加仓 |
| CPRT | COPART INC | $31.01万 | 0.00% | 11,000 | 100 | 0.9% | $2,819 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $31.01万 | 0.00% | 5,518 | 192 | 3.6% | $1.08万 | 加仓 |
| DOW | DOW HLDGS INC | $31.02万 | 0.00% | 11,336 | -2,386 | -17.4% | -$6.53万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $31.05万 | 0.00% | 3,162 | -2,413 | -43.3% | -$23.70万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.09万 | 0.00% | 12,390 | -625 | -4.8% | -$1.57万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $31.26万 | 0.00% | 13,107 | -1,018 | -7.2% | -$2.43万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.33万 | 0.00% | 15,604 | -200 | -1.3% | -$4,015 | 减仓 |
| AVSF | AMERICAN CENTY ETF TR | $31.40万 | 0.00% | 6,742 | 6,742 | — | $31.40万 | 新建仓 |