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 |
|---|---|---|---|---|---|---|---|---|
| BCPC | BALCHEM CORP | $41.37万 | 0.01% | 2,441 | -19 | -0.8% | -$3,220 | 减仓 |
| DAL | DELTA AIR LINES INC | $41.44万 | 0.01% | 6,234 | 1,974 | 46.3% | $13.12万 | 加仓 |
| VCR | VANGUARD WORLD FD | $41.56万 | 0.01% | 1,157 | -71 | -5.8% | -$2.55万 | 减仓 |
| CATH | GLOBAL X FDS | $41.57万 | 0.01% | 5,319 | -3,642 | -40.6% | -$28.46万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.58万 | 0.01% | 1,159 | -8 | -0.7% | -$2,870 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.67万 | 0.01% | 14,474 | -426 | -2.9% | -$1.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.80万 | 0.01% | 19,487 | 1,810 | 10.2% | $3.88万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $42.03万 | 0.01% | 946 | 509 | 116.5% | $22.61万 | 加仓 |
| SMR | NUSCALE PWR CORP | $42.05万 | 0.01% | 38,788 | 23,610 | 155.6% | $25.59万 | 加仓 |
| IGSB | ISHARES TR | $42.41万 | 0.01% | 8,069 | 2,386 | 42.0% | $12.54万 | 加仓 |
| IYG | ISHARES TR | $42.43万 | 0.01% | 5,122 | -635 | -11.0% | -$5.26万 | 减仓 |
| — | BELPOINTE PREP LLC | $42.63万 | 0.01% | 8,014 | 1,962 | 32.4% | $10.44万 | 加仓 |
| IBTH | ISHARES TR | $42.70万 | 0.01% | 19,037 | 7,575 | 66.1% | $16.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.80万 | 0.01% | 14,761 | -552 | -3.6% | -$1.60万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $42.89万 | 0.01% | 243,000 | 243,000 | — | $42.89万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $43.09万 | 0.01% | 2,396 | -293 | -10.9% | -$5.27万 | 减仓 |
| BSEP | INNOVATOR ETFS TRUST | $43.21万 | 0.01% | 8,987 | -165 | -1.8% | -$7,934 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $43.26万 | 0.01% | 4,557 | 145 | 3.3% | $1.38万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $43.31万 | 0.01% | 3,461 | 16 | 0.5% | $2,002 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $43.45万 | 0.01% | 14,591 | 2,000 | 15.9% | $5.96万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $43.55万 | 0.01% | 2,930 | -33 | -1.1% | -$4,904 | 减仓 |
| IDEV | ISHARES TR | $43.63万 | 0.01% | 5,221 | 5,221 | — | $43.63万 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $43.64万 | 0.01% | 9,402 | 1,478 | 18.7% | $6.86万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $43.70万 | 0.01% | 8,930 | 166 | 1.9% | $8,122 | 加仓 |
| CNI | CANADIAN NATL RY CO | $44.17万 | 0.01% | 4,298 | 114 | 2.7% | $1.17万 | 加仓 |
| SJM | SMUCKER J M CO | $44.25万 | 0.01% | 4,588 | 2,500 | 119.7% | $24.11万 | 加仓 |
| — | ARQIT QUANTUM INC | $44.97万 | 0.01% | 3,038,621 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $45.27万 | 0.01% | 20,328 | 20,328 | — | $45.27万 | 新建仓 |
| VTR | VENTAS INC | $45.33万 | 0.01% | 5,543 | 811 | 17.1% | $6.63万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $45.48万 | 0.01% | 1,071 | -150 | -12.3% | -$6.37万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $45.57万 | 0.01% | 5,347 | 390 | 7.9% | $3.32万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $45.82万 | 0.01% | 10,245 | -26,965 | -72.5% | -$120.59万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $46.26万 | 0.01% | 5,835 | 1,160 | 24.8% | $9.20万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $46.48万 | 0.01% | 11,142 | -2,325 | -17.3% | -$9.70万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $46.54万 | 0.01% | 2,517 | 2,517 | — | $46.54万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $46.57万 | 0.01% | 23,449 | 2,130 | 10.0% | $4.23万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $46.73万 | 0.01% | 13,170 | -8,991 | -40.6% | -$31.90万 | 减仓 |
| DTE | DTE ENERGY CO | $46.73万 | 0.01% | 3,196 | 67 | 2.1% | $9,797 | 加仓 |
| NKE | NIKE INC | $46.85万 | 0.01% | 8,870 | -2,238 | -20.1% | -$11.82万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $47.08万 | 0.01% | 5,544 | 2,362 | 74.2% | $20.06万 | 加仓 |
| COR | CENCORA INC | $47.32万 | 0.01% | 1,506 | 22 | 1.5% | $6,913 | 加仓 |
| COKE | COCA COLA CONS INC | $47.43万 | 0.01% | 2,474 | 68 | 2.8% | $1.30万 | 加仓 |
| IR | INGERSOLL RAND INC | $47.59万 | 0.01% | 5,939 | 5,939 | — | $47.59万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $47.75万 | 0.01% | 18,549 | -170 | -0.9% | -$4,377 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.29万 | 0.01% | 5,231 | 94 | 1.8% | $8,677 | 加仓 |
| IDXX | IDEXX LABS INC | $48.94万 | 0.01% | 871 | -26 | -2.9% | -$1.46万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $48.95万 | 0.01% | 9,725 | -4,230 | -30.3% | -$21.29万 | 减仓 |
| MGC | VANGUARD WORLD FD | $49.13万 | 0.01% | 2,079 | -1,205 | -36.7% | -$28.48万 | 减仓 |
| USIG | ISHARES TR | $49.19万 | 0.01% | 9,602 | -1,288 | -11.8% | -$6.60万 | 减仓 |
| IONQ | IONQ INC | $49.22万 | 0.01% | 17,071 | 8,086 | 90.0% | $23.31万 | 加仓 |
| ATFV | THE ALGER ETF TRUST | $49.33万 | 0.01% | 15,726 | 6,826 | 76.7% | $21.41万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $49.37万 | 0.01% | 22,886 | 22,886 | — | $49.37万 | 新建仓 |
| TLTW | ISHARES TR | $49.65万 | 0.01% | 21,948 | -7,070 | -24.4% | -$15.99万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $49.72万 | 0.01% | 1,712 | -11 | -0.6% | -$3,195 | 减仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $49.88万 | 0.01% | 98,000 | 98,000 | — | $49.88万 | 新建仓 |
| ARKK | ARK ETF TR | $49.89万 | 0.01% | 7,381 | -1,326 | -15.2% | -$8.96万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $50.32万 | 0.01% | 1,955 | 327 | 20.1% | $8.42万 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $50.92万 | 0.01% | 2,705 | 2,705 | — | $50.92万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $50.97万 | 0.01% | 24,562 | 24,562 | — | $50.97万 | 新建仓 |
| UVE | UNIVERSAL INS HLDGS INC | $51.24万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $51.31万 | 0.01% | 5,347 | 323 | 6.4% | $3.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $51.86万 | 0.01% | 24,558 | 407 | 1.7% | $8,594 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.91万 | 0.01% | 5,852 | 909 | 18.4% | $8.06万 | 加仓 |
| PCAR | PACCAR INC | $51.93万 | 0.01% | 4,496 | 668 | 17.5% | $7.72万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $51.97万 | 0.01% | 1,164 | 317 | 37.4% | $14.15万 | 加仓 |
| — | PROSHARES TR II | $51.99万 | 0.01% | 32,250 | -54,240 | -62.7% | -$87.43万 | 减仓 |
| SNPS | SYNOPSYS INC | $52.03万 | 0.01% | 1,312 | 5 | 0.4% | $1,983 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.15万 | 0.01% | 17,200 | -2,177 | -11.2% | -$6.60万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.21万 | 0.01% | 22,314 | 699 | 3.2% | $1.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.32万 | 0.01% | 7,355 | -391 | -5.0% | -$2.78万 | 减仓 |
| USFR | WISDOMTREE TR | $52.61万 | 0.01% | 10,451 | -9,806 | -48.4% | -$49.36万 | 减仓 |
| EEM | ISHARES TR | $52.69万 | 0.01% | 9,279 | -10,826 | -53.8% | -$61.48万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $52.72万 | 0.01% | 27,375 | 683 | 2.6% | $1.32万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $52.74万 | 0.01% | 3,320 | -79 | -2.3% | -$1.26万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $52.78万 | 0.01% | 11,753 | -4 | -0.0% | -$180 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.83万 | 0.01% | 19,707 | -724 | -3.5% | -$1.94万 | 减仓 |
| BE | BLOOM ENERGY CORP | $53.17万 | 0.01% | 3,924 | 3,924 | — | $53.17万 | 新建仓 |
| NOBL | PROSHARES TR | $53.22万 | 0.01% | 5,020 | -72,361 | -93.5% | -$767.10万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $53.25万 | 0.01% | 8,610 | 8,610 | — | $53.25万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $53.41万 | 0.01% | 12,802 | 148 | 1.2% | $6,175 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $53.46万 | 0.01% | 31,977 | 31,977 | — | $53.46万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $53.62万 | 0.01% | 3,411 | 228 | 7.2% | $3.58万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $53.79万 | 0.01% | 12,861 | 2,374 | 22.6% | $9.93万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $53.88万 | 0.01% | 11,030 | -6,379 | -36.6% | -$31.16万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $53.97万 | 0.01% | 27,288 | -5,315 | -16.3% | -$10.51万 | 减仓 |
| ADI | ANALOG DEVICES INC | $54.23万 | 0.01% | 1,704 | 47 | 2.8% | $1.50万 | 加仓 |
| PYLD | PIMCO ETF TR | $54.29万 | 0.01% | 20,722 | 5,257 | 34.0% | $13.77万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.31万 | 0.01% | 1,178 | 157 | 15.4% | $7.24万 | 加仓 |
| EIX | EDISON INTL | $54.51万 | 0.01% | 7,449 | -2,197 | -22.8% | -$16.08万 | 减仓 |
| EPAM | EPAM SYS INC | $54.57万 | 0.01% | 4,030 | 925 | 29.8% | $12.52万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $54.91万 | 0.01% | 29,428 | 172 | 0.6% | $3,210 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $55.06万 | 0.01% | 1,718 | -14 | -0.8% | -$4,487 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $55.20万 | 0.01% | 131 | -16 | -10.9% | -$6.74万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $55.32万 | 0.01% | 11,603 | 684 | 6.3% | $3.26万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $55.74万 | 0.01% | 5,946 | -226 | -3.7% | -$2.12万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $55.75万 | 0.01% | 5,565 | 699 | 14.4% | $7.00万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $55.78万 | 0.01% | 5,782 | 2,146 | 59.0% | $20.70万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $56.21万 | 0.01% | 13,065 | -49 | -0.4% | -$2,108 | 减仓 |
| IJS | ISHARES TR | $56.29万 | 0.01% | 4,752 | -19,161 | -80.1% | -$226.97万 | 减仓 |
| TY | TRI CONTL CORP | $56.31万 | 0.01% | 17,825 | 113 | 0.6% | $3,570 | 加仓 |