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 |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | $31.47万 | 0.00% | 2,068 | 245 | 13.4% | $3.73万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.64万 | 0.00% | 14,150 | 1,058 | 8.1% | $2.37万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $31.67万 | 0.00% | 9,118 | 1,598 | 21.2% | $5.55万 | 加仓 |
| IYG | ISHARES TR | $31.74万 | 0.00% | 3,508 | -1,614 | -31.5% | -$14.60万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $31.75万 | 0.00% | 1,885 | -74 | -3.8% | -$1.25万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $31.78万 | 0.00% | 1,491 | 125 | 9.2% | $2.66万 | 加仓 |
| NVT | NVENT ELEC PLC | $31.81万 | 0.00% | 1,876 | 1,876 | — | $31.81万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $31.95万 | 0.00% | 2,595 | 185 | 7.7% | $2.28万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $31.99万 | 0.00% | 3,507 | 3,507 | — | $31.99万 | 新建仓 |
| HYLN | HYLIION HOLDINGS CORP | $32.11万 | 0.00% | 61,639 | 61,639 | — | $32.11万 | 新建仓 |
| EWZ | ISHARES INC | $32.27万 | 0.00% | 9,353 | 320 | 3.5% | $1.10万 | 加仓 |
| PCG | PG&E CORP | $32.28万 | 0.00% | 19,189 | 1,194 | 6.6% | $2.01万 | 加仓 |
| PLD | PROLOGIS INC. | $32.52万 | 0.00% | 2,400 | 111 | 4.8% | $1.50万 | 加仓 |
| GWW | WW GRAINGER INC | $32.53万 | 0.00% | 239 | 4 | 1.7% | $5,444 | 加仓 |
| CTVA | CORTEVA INC | $32.60万 | 0.00% | 3,849 | 251 | 7.0% | $2.13万 | 加仓 |
| EBAY | EBAY INC. | $32.60万 | 0.00% | 2,918 | 284 | 10.8% | $3.17万 | 加仓 |
| DIV | GLOBAL X FDS | $32.61万 | 0.00% | 17,117 | -66 | -0.4% | -$1,257 | 减仓 |
| AMT | AMERICAN TOWER CORP | $32.65万 | 0.00% | 1,996 | -190 | -8.7% | -$3.11万 | 减仓 |
| GLPI | GAMING & LEISURE P | $32.78万 | 0.00% | 7,361 | -1,669 | -18.5% | -$7.43万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $32.88万 | 0.00% | 6,235 | -2,752 | -30.6% | -$14.51万 | 减仓 |
| CBRE | CBRE GROUP INC | $32.88万 | 0.00% | 2,441 | 397 | 19.4% | $5.35万 | 加仓 |
| DUOL | DUOLINGO INC | $32.89万 | 0.00% | 2,860 | 2,860 | — | $32.89万 | 新建仓 |
| IBDU | ISHARES TR | $32.97万 | 0.00% | 14,236 | 4,167 | 41.4% | $9.65万 | 加仓 |
| EWY | ISHARES INC | $32.98万 | 0.00% | 1,633 | -69,141 | -97.7% | -$1,396.28万 | 重新持有 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $33.09万 | 0.00% | 15,721 | 15,721 | — | $33.09万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $33.14万 | 0.00% | 29,725 | -354 | -1.2% | -$3,947 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $33.24万 | 0.00% | 5,583 | -39 | -0.7% | -$2,322 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.27万 | 0.00% | 9,208 | -188 | -2.0% | -$6,792 | 减仓 |
| TIP | ISHARES TR | $33.33万 | 0.00% | 3,046 | 588 | 23.9% | $6.43万 | 加仓 |
| HUBB | HUBBELL INC | $33.36万 | 0.00% | 638 | 43 | 7.2% | $2.25万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $33.36万 | 0.00% | 16,110 | -150 | -0.9% | -$3,107 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $33.54万 | 0.00% | 4,866 | -606 | -11.1% | -$4.18万 | 减仓 |
| SGRY | SURGERY PARTNERS INC 看涨期权 | $33.60万 | 0.00% | 20,000 | 20,000 | — | $33.60万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $33.71万 | 0.00% | 424 | -743 | -63.7% | -$59.07万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $33.76万 | 0.00% | 5,853 | -18,952 | -76.4% | -$109.30万 | 减仓 |
| BDC | BELDEN INC | $33.77万 | 0.00% | 2,816 | 2,816 | — | $33.77万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $33.79万 | 0.00% | 12,675 | 348 | 2.8% | $9,278 | 加仓 |
| TSSI | TSS INC DEL | $33.83万 | 0.00% | 27,504 | 17,504 | 175.0% | $21.53万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.95万 | 0.00% | 5,568 | -253 | -4.3% | -$1.54万 | 减仓 |
| GM | GENERAL MTRS CO | $34.05万 | 0.00% | 4,418 | 1,376 | 45.2% | $10.61万 | 加仓 |
| MLPA | GLOBAL X FDS | $34.06万 | 0.00% | 6,416 | -261,913 | -97.6% | -$1,390.23万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $34.24万 | 0.00% | 3,419 | 213 | 6.6% | $2.13万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.36万 | 0.00% | 3,575 | -76 | -2.1% | -$7,306 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $34.88万 | 0.00% | 7,367 | 2,427 | 49.1% | $11.49万 | 加仓 |
| RMBS | RAMBUS INC DEL | $35.03万 | 0.00% | 2,639 | 2,639 | — | $35.03万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $35.33万 | 0.00% | 2,966 | -87 | -2.8% | -$1.04万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $35.40万 | 0.00% | 908 | 908 | — | $35.40万 | 新建仓 |
| EPAM | EPAM SYS INC | $35.56万 | 0.00% | 4,482 | 452 | 11.2% | $3.59万 | 加仓 |
| PAYX | PAYCHEX INC | $35.61万 | 0.00% | 3,622 | 11 | 0.3% | $1,081 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $35.66万 | 0.00% | 7,089 | -2,636 | -27.1% | -$13.26万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $35.71万 | 0.00% | 3,313 | 105 | 3.3% | $1.13万 | 加仓 |
| SLB | SLB LIMITED | $35.76万 | 0.00% | 7,692 | 3,400 | 79.2% | $15.81万 | 加仓 |
| TRFK | PACER FDS TR | $35.99万 | 0.00% | 3,373 | 3,373 | — | $35.99万 | 新建仓 |
| TLTW | ISHARES TR | $36.02万 | 0.00% | 16,123 | -5,825 | -26.5% | -$13.01万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $36.08万 | 0.00% | 3,307 | 449 | 15.7% | $4.90万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.12万 | 0.00% | 1,445 | -191 | -11.7% | -$4.77万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $36.16万 | 0.00% | 8,375 | 2,524 | 43.1% | $10.90万 | 重新持有 |
| NRG | NRG ENERGY INC | $36.19万 | 0.00% | 2,478 | -1,759 | -41.5% | -$25.69万 | 减仓 |
| RYLD | GLOBAL X FDS | $36.20万 | 0.00% | 22,641 | -2,467 | -9.8% | -$3.94万 | 减仓 |
| — | STELLAR BANCORP INC | $36.21万 | 0.00% | 9,208 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $36.23万 | 0.00% | 782 | 782 | — | $36.23万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $36.38万 | 0.00% | 6,513 | -2,109 | -24.5% | -$11.78万 | 减仓 |
| XOP | SPDR SERIES TRUST | $36.42万 | 0.00% | 2,361 | -10,714 | -81.9% | -$165.28万 | 减仓 |
| COPX | GLOBAL X FDS | $36.71万 | 0.00% | 4,769 | 729 | 18.0% | $5.61万 | 加仓 |
| — | PGIM ETF TR | $36.71万 | 0.00% | 7,281 | 891 | 13.9% | $4.49万 | 加仓 |
| USHY | ISHARES TR | $36.83万 | 0.00% | 9,949 | 655 | 7.0% | $2.42万 | 加仓 |
| GME | GAMESTOP CORP | $36.87万 | 0.00% | 16,699 | -18,579 | -52.7% | -$41.02万 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $36.94万 | 0.00% | 10,650 | -34 | -0.3% | -$1,179 | 减仓 |
| GPC | GENUINE PARTS CO | $37.01万 | 0.00% | 3,137 | -448 | -12.5% | -$5.28万 | 减仓 |
| — | NEOS ETF TRUST | $37.13万 | 0.00% | 7,561 | 7,561 | — | $37.13万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $37.14万 | 0.00% | 12,999 | 12,999 | — | $37.14万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $37.31万 | 0.00% | 29,240 | -7,300 | -20.0% | -$9.31万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.35万 | 0.00% | 8,951 | 8,951 | — | $37.35万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $37.38万 | 0.00% | 2,410 | 746 | 44.8% | $11.57万 | 加仓 |
| RIO | RIO TINTO PLC | $37.43万 | 0.00% | 3,943 | 546 | 16.1% | $5.18万 | 重新持有 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.53万 | 0.00% | 4,481 | 701 | 18.5% | $5.87万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $37.53万 | 0.00% | 1,862 | 184 | 11.0% | $3.71万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $37.63万 | 0.00% | 9,822 | 536 | 5.8% | $2.05万 | 加仓 |
| RBRK | RUBRIK INC. | $37.64万 | 0.00% | 4,688 | 4,688 | — | $37.64万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $37.73万 | 0.00% | 64,717 | -2,225 | -3.3% | -$1.30万 | 减仓 |
| DON | WISDOMTREE TR | $37.76万 | 0.00% | 6,680 | 959 | 16.8% | $5.42万 | 加仓 |
| — | SPDR INDEX SHS FDS | $38.00万 | 0.00% | 4,756 | -76 | -1.6% | -$6,073 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $38.01万 | 0.00% | 1,444 | 326 | 29.2% | $8.58万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $38.03万 | 0.00% | 9,065 | 9,065 | — | $38.03万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $38.21万 | 0.00% | 1,247 | -708 | -36.2% | -$21.69万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $38.42万 | 0.00% | 1,429 | 416 | 41.1% | $11.18万 | 加仓 |
| AZN | ASTRAZENECA PLC | $38.59万 | 0.00% | 2,035 | 593 | 41.1% | $11.25万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $38.64万 | 0.00% | 6,564 | -108 | -1.6% | -$6,358 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $39.05万 | 0.00% | 399 | 4 | 1.0% | $3,914 | 加仓 |
| HDV | ISHARES TR | $39.30万 | 0.00% | 14,338 | 4,498 | 45.7% | $12.33万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $39.40万 | 0.00% | 8,906 | 1,878 | 26.7% | $8.31万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $39.45万 | 0.00% | 8,959 | 330 | 3.8% | $1.45万 | 加仓 |
| SHEL | SHELL PLC | $39.61万 | 0.00% | 5,108 | -3,818 | -42.8% | -$29.60万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.81万 | 0.00% | 13,408 | -1,403 | -9.5% | -$4.17万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $39.86万 | 0.00% | 4,348 | -999 | -18.7% | -$9.16万 | 减仓 |
| IHE | ISHARES TR | $39.89万 | 0.00% | 4,029 | -685,245 | -99.4% | -$6,785.03万 | 减仓 |
| VOX | VANGUARD WORLD FD | $39.90万 | 0.00% | 2,169 | -227 | -9.5% | -$4.18万 | 减仓 |
| — | VOLATILITY SHS TR | $39.94万 | 0.00% | 35,000 | -88,000 | -71.5% | -$100.41万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $40.11万 | 0.00% | 2,456 | 533 | 27.7% | $8.70万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $40.16万 | 0.00% | 12,705 | -3,996 | -23.9% | -$12.63万 | 减仓 |