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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $40.17万 | 0.00% | 8,901 | -15,451 | -63.4% | -$69.73万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.17万 | 0.00% | 2,560 | -2,354 | -47.9% | -$36.94万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $40.35万 | 0.00% | 10,597 | 1,553 | 17.2% | $5.91万 | 加仓 |
| MKC | MCCORMICK & CO INC | $40.48万 | 0.00% | 8,029 | 8,029 | — | $40.48万 | 新建仓 |
| TXT | TEXTRON INC | $40.63万 | 0.00% | 4,429 | 932 | 26.7% | $8.55万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $40.67万 | 0.00% | 1,712 | 342 | 25.0% | $8.12万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $40.98万 | 0.00% | 1,464 | -2,002 | -57.8% | -$56.04万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $41.09万 | 0.00% | 16,274 | 1,779 | 12.3% | $4.49万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $41.11万 | 0.00% | 11,070 | 4,072 | 58.2% | $15.12万 | 加仓 |
| RGLD | ROYAL GOLD INC | $41.21万 | 0.00% | 2,064 | -555 | -21.2% | -$11.08万 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $41.27万 | 0.00% | 43,626 | -13,000 | -23.0% | -$12.30万 | 减仓 |
| BCPC | BALCHEM CORP | $41.38万 | 0.00% | 2,449 | 8 | 0.3% | $1,352 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.39万 | 0.00% | 4,675 | -203 | -4.2% | -$1.80万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.72万 | 0.00% | 1,542 | 90 | 6.2% | $2.43万 | 加仓 |
| IXUS | ISHARES TR | $41.89万 | 0.00% | 4,389 | 1,219 | 38.5% | $11.64万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.30万 | 0.00% | 21,420 | 7,286 | 51.5% | $14.39万 | 加仓 |
| FTI | TECHNIPFMC PLC | $42.37万 | 0.00% | 6,391 | 6,391 | — | $42.37万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.47万 | 0.00% | 1,725 | 16 | 0.9% | $3,939 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.59万 | 0.00% | 14,158 | -603 | -4.1% | -$1.81万 | 减仓 |
| FLOT | ISHARES TR | $42.79万 | 0.00% | 8,382 | 2,805 | 50.3% | $14.32万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $43.25万 | 0.00% | 4,190 | -1,354 | -24.4% | -$13.98万 | 减仓 |
| IBTH | ISHARES TR | $43.77万 | 0.00% | 19,568 | 531 | 2.8% | $1.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.87万 | 0.00% | 19,487 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $44.35万 | 0.00% | 6,565 | 2,356 | 56.0% | $15.92万 | 加仓 |
| ESUM | STRATEGY SHS | $44.50万 | 0.00% | 14,527 | 2,918 | 25.1% | $8.94万 | 加仓 |
| COR | CENCORA INC | $44.79万 | 0.00% | 1,583 | 77 | 5.1% | $2.18万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $44.83万 | 0.00% | 1,573 | 109 | 7.4% | $3.11万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $44.95万 | 0.00% | 10,896 | -246 | -2.2% | -$1.01万 | 减仓 |
| RY | ROYAL BK CDA | $45.02万 | 0.00% | 2,175 | 778 | 55.7% | $16.10万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $45.13万 | 0.00% | 25,451 | 245 | 1.0% | $4,344 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $45.40万 | 0.00% | 8,705 | 69 | 0.8% | $3,598 | 加仓 |
| AIQ | GLOBAL X FDS | $45.52万 | 0.00% | 6,938 | 54 | 0.8% | $3,543 | 加仓 |
| — | ELECTRONIC ARTS INC | $45.68万 | 0.00% | 2,228 | 1,089 | 95.6% | $22.33万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.85万 | 0.00% | 6,252 | 672 | 12.0% | $4.93万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $45.94万 | 0.00% | 10,053 | 10,053 | — | $45.94万 | 新建仓 |
| IAGG | ISHARES TR | $46.18万 | 0.00% | 9,126 | -728,168 | -98.8% | -$3,684.45万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $46.23万 | 0.00% | 19,986 | 6,693 | 50.3% | $15.48万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $46.31万 | 0.00% | 3,264 | -197 | -5.7% | -$2.79万 | 减仓 |
| SCZ | ISHARES TR | $46.49万 | 0.00% | 5,651 | 1,058 | 23.0% | $8.70万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $46.79万 | 0.00% | 1,596 | -116 | -6.8% | -$3.40万 | 减仓 |
| PULS | PGIM ETF TR | $46.95万 | 0.00% | 9,476 | 9,476 | — | $46.95万 | 新建仓 |
| CATH | GLOBAL X FDS | $47.02万 | 0.00% | 5,313 | -6 | -0.1% | -$531 | 减仓 |
| TTE | TOTALENERGIES SE | $47.02万 | 0.00% | 6,047 | -4,352 | -41.9% | -$33.84万 | 减仓 |
| IJS | ISHARES TR | $47.06万 | 0.00% | 3,443 | -1,309 | -27.5% | -$17.89万 | 减仓 |
| ILCV | ISHARES TR | $47.34万 | 0.00% | 4,676 | 512 | 12.3% | $5.18万 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $47.50万 | 0.00% | 130,497 | 130,497 | — | $47.50万 | 新建仓 |
| BLZE | BACKBLAZE INC | $47.58万 | 0.00% | 30,000 | 30,000 | — | $47.58万 | 新建仓 |
| IDXX | IDEXX LABS INC | $47.59万 | 0.00% | 904 | 33 | 3.8% | $1.74万 | 加仓 |
| PYLD | PIMCO ETF TR | $47.86万 | 0.00% | 18,047 | -2,675 | -12.9% | -$7.09万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $47.98万 | 0.00% | 13,153 | 6,019 | 84.4% | $21.96万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.23万 | 0.00% | 13,302 | 931 | 7.5% | $3.38万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.38万 | 0.00% | 5,254 | 23 | 0.4% | $2,118 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $48.46万 | 0.00% | 2,930 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $48.57万 | 0.00% | 351 | 37 | 11.8% | $5.12万 | 加仓 |
| DTE | DTE ENERGY CO | $48.72万 | 0.01% | 3,198 | 2 | 0.1% | $305 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $48.76万 | 0.01% | 4,416 | -141 | -3.1% | -$1.56万 | 减仓 |
| MGC | VANGUARD WORLD FD | $48.83万 | 0.01% | 1,785 | -294 | -14.1% | -$8.04万 | 减仓 |
| WELL | WELLTOWER INC | $49.00万 | 0.01% | 2,159 | 531 | 32.6% | $12.05万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $49.07万 | 0.01% | 1,384 | -94 | -6.4% | -$3.33万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.09万 | 0.01% | 15,494 | 15,494 | — | $49.09万 | 新建仓 |
| COKE | COCA COLA CONS INC | $49.09万 | 0.01% | 2,571 | 97 | 3.9% | $1.85万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $49.23万 | 0.01% | 9,331 | 401 | 4.5% | $2.12万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $49.57万 | 0.01% | 9,379 | -23 | -0.2% | -$1,216 | 减仓 |
| AMP | AMERIPRISE FINL INC | $49.69万 | 0.01% | 1,083 | 137 | 14.5% | $6.29万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $49.87万 | 0.01% | 17,004 | -428 | -2.5% | -$1.26万 | 减仓 |
| IR | INGERSOLL RAND INC | $49.91万 | 0.01% | 6,087 | 148 | 2.5% | $1.21万 | 加仓 |
| MTZ | MASTEC INC | $50.05万 | 0.01% | 1,203 | 77 | 6.8% | $3.20万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $50.44万 | 0.01% | 30,303 | -1,674 | -5.2% | -$2.79万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.70万 | 0.01% | 6,768 | 1,208 | 21.7% | $9.05万 | 加仓 |
| USIG | ISHARES TR | $50.74万 | 0.01% | 9,893 | 291 | 3.0% | $1.49万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $50.76万 | 0.01% | 10,502 | 1,925 | 22.4% | $9.30万 | 加仓 |
| VTR | VENTAS INC | $50.81万 | 0.01% | 5,722 | 179 | 3.2% | $1.59万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $50.89万 | 0.01% | 4,268 | -30 | -0.7% | -$3,577 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.94万 | 0.01% | 12,175 | 2,203 | 22.1% | $9.22万 | 加仓 |
| CALF | PACER FDS TR | $50.96万 | 0.01% | 10,070 | 1,077 | 12.0% | $5.45万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.12万 | 0.01% | 10,374 | 10,374 | — | $51.12万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $51.22万 | 0.01% | 51,067 | 12,279 | 31.7% | $12.32万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.38万 | 0.01% | 3,517 | 570 | 19.3% | $8.33万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $51.50万 | 0.01% | 27,726 | -1,702 | -5.8% | -$3.16万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.52万 | 0.01% | 18,549 | 0 | 0.0% | — | 不变 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $51.89万 | 0.01% | 42,850 | 42,850 | — | $51.89万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $51.89万 | 0.01% | 19,821 | 19,821 | — | $51.89万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $51.99万 | 0.01% | 23,662 | -896 | -3.6% | -$1.97万 | 减仓 |
| IDEV | ISHARES TR | $52.02万 | 0.01% | 5,844 | 623 | 11.9% | $5.55万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $52.44万 | 0.01% | 2,832 | 269 | 10.5% | $4.98万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $52.58万 | 0.01% | 4,691 | -656 | -12.3% | -$7.35万 | 减仓 |
| PL | PLANET LABS PBC | $52.90万 | 0.01% | 15,966 | 4,113 | 34.7% | $13.63万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $53.42万 | 0.01% | 49,148 | -10,272 | -17.3% | -$11.17万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $53.64万 | 0.01% | 26,337 | -1,638 | -5.9% | -$3.34万 | 减仓 |
| EIX | EDISON INTL | $53.72万 | 0.01% | 7,216 | -233 | -3.1% | -$1.73万 | 减仓 |
| DHR | DANAHER CORP DEL | $54.40万 | 0.01% | 2,856 | -470 | -14.1% | -$8.95万 | 减仓 |
| ARKK | ARK ETF TR | $54.62万 | 0.01% | 6,758 | -623 | -8.4% | -$5.04万 | 减仓 |
| IYZ | ISHARES TR | $54.64万 | 0.01% | 12,915 | -14,649 | -53.1% | -$61.98万 | 重新持有 |
| AVIG | AMERICAN CENTY ETF TR | $54.70万 | 0.01% | 13,210 | 3,842 | 41.0% | $15.91万 | 加仓 |
| NOBL | PROSHARES TR | $54.79万 | 0.01% | 9,757 | -283 | -2.8% | -$1.59万 | 减仓 |
| NDSN | NORDSON CORP | $54.84万 | 0.01% | 1,818 | 401 | 28.3% | $12.10万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $54.91万 | 0.01% | 1,463 | 65 | 4.6% | $2.44万 | 加仓 |
| PCAR | PACCAR INC | $55.05万 | 0.01% | 4,583 | 87 | 1.9% | $1.05万 | 加仓 |
| BXP | BXP INC | $55.12万 | 0.01% | 8,313 | 1,221 | 17.2% | $8.10万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $55.16万 | 0.01% | 14,788 | -826 | -5.3% | -$3.08万 | 减仓 |