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 |
|---|---|---|---|---|---|---|---|---|
| SQQQ | PROSHARES TR | $55.24万 | 0.01% | 15,213 | 15,213 | — | $55.24万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $55.73万 | 0.01% | 28,411 | -1,537 | -5.1% | -$3.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $56.04万 | 0.01% | 19,578 | -129 | -0.7% | -$3,693 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.23万 | 0.01% | 22,443 | 129 | 0.6% | $3,232 | 加仓 |
| ELCV | STRATEGY SHS | $56.33万 | 0.01% | 17,138 | 3,339 | 24.2% | $10.98万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $56.67万 | 0.01% | 10,569 | -461 | -4.2% | -$2.47万 | 减仓 |
| CWB | SPDR SERIES TRUST | $56.79万 | 0.01% | 5,267 | 1,256 | 31.3% | $13.54万 | 加仓 |
| PHM | PULTE GROUP INC | $57.32万 | 0.01% | 4,178 | 885 | 26.9% | $12.14万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $57.87万 | 0.01% | 11,067 | -536 | -4.6% | -$2.80万 | 减仓 |
| NIO | NIO INC 看涨期权 | $58.19万 | 0.01% | 115,000 | 115,000 | — | $58.19万 | 新建仓 |
| NEM | NEWMONT CORP | $58.79万 | 0.01% | 6,294 | 726 | 13.0% | $6.78万 | 加仓 |
| DVY | ISHARES TR | $58.85万 | 0.01% | 3,765 | -241 | -6.0% | -$3.77万 | 减仓 |
| EXC | EXELON CORP | $58.95万 | 0.01% | 12,646 | 367 | 3.0% | $1.71万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $58.99万 | 0.01% | 12,928 | 126 | 1.0% | $5,749 | 加仓 |
| EXEL | EXELIXIS INC | $59.02万 | 0.01% | 10,848 | -8,064 | -42.6% | -$43.88万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $59.06万 | 0.01% | 37,451 | -11,076 | -22.8% | -$17.47万 | 减仓 |
| BILS | SPDR SERIES TRUST | $59.13万 | 0.01% | 5,950 | -57,262 | -90.6% | -$569.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.76万 | 0.01% | 16,665 | 9,482 | 132.0% | $34.00万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $59.77万 | 0.01% | 697 | 697 | — | $59.77万 | 新建仓 |
| FTNT | FORTINET INC | $59.79万 | 0.01% | 3,892 | 237 | 6.5% | $3.64万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $59.79万 | 0.01% | 3,951 | 540 | 15.8% | $8.17万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $59.81万 | 0.01% | 34,836 | -12,922 | -27.1% | -$22.19万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $60.04万 | 0.01% | 2,066 | 183 | 9.7% | $5.32万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $60.13万 | 0.01% | 45,468 | 45,468 | — | $60.13万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $60.85万 | 0.01% | 1,225 | 61 | 5.2% | $3.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.98万 | 0.01% | 23,020 | 78 | 0.3% | $2,066 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $61.04万 | 0.01% | 7,217 | -677 | -8.6% | -$5.73万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.10万 | 0.01% | 7,732 | 1,897 | 32.5% | $14.99万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $61.24万 | 0.01% | 4,271 | 4,271 | — | $61.24万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $61.54万 | 0.01% | 15,251 | -2,821 | -15.6% | -$11.38万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $61.73万 | 0.01% | 1,793 | 75 | 4.4% | $2.58万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.74万 | 0.01% | 19,337 | 7,344 | 61.2% | $23.45万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $61.75万 | 0.01% | 18,639 | 18,639 | — | $61.75万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $61.79万 | 0.01% | 23,558 | -2,342 | -9.0% | -$6.14万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $61.87万 | 0.01% | 70,384 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $62.28万 | 0.01% | 13,026 | -39 | -0.3% | -$1,865 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $62.28万 | 0.01% | 12,639 | 7,195 | 132.2% | $35.46万 | 加仓 |
| TY | TRI CONTL CORP | $62.38万 | 0.01% | 18,125 | 300 | 1.7% | $1.03万 | 加仓 |
| — | GLOBAL X FDS | $62.52万 | 0.01% | 11,000 | 11,000 | — | $62.52万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $62.57万 | 0.01% | 13,009 | -6 | -0.0% | -$289 | 减仓 |
| IYE | ISHARES TR | $62.95万 | 0.01% | 11,124 | 11,124 | — | $62.95万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $62.99万 | 0.01% | 2,476 | 315 | 14.6% | $8.01万 | 重新持有 |
| NTAP | NETAPP INC | $63.24万 | 0.01% | 4,087 | 156 | 4.0% | $2.41万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.27万 | 0.01% | 17,532 | -500 | -2.8% | -$1.80万 | 减仓 |
| BP | BP PLC | $63.97万 | 0.01% | 17,313 | 2,851 | 19.7% | $10.53万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $64.43万 | 0.01% | 24,829 | -1,491 | -5.7% | -$3.87万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $64.55万 | 0.01% | 6,269 | 36 | 0.6% | $3,707 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $64.63万 | 0.01% | 3,626 | 351 | 10.7% | $6.26万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $64.87万 | 0.01% | 2,398 | 6 | 0.3% | $1,623 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.10万 | 0.01% | 1,298 | -196 | -13.1% | -$9.83万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $65.28万 | 0.01% | 3,689 | 1,280 | 53.1% | $22.65万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $65.30万 | 0.01% | 3,006 | -314 | -9.5% | -$6.82万 | 减仓 |
| IDA | IDACORP INC | $65.35万 | 0.01% | 4,319 | -585 | -11.9% | -$8.85万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $65.52万 | 0.01% | 7,942 | -6,114 | -43.5% | -$50.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $65.79万 | 0.01% | 7,990 | 635 | 8.6% | $5.23万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $66.06万 | 0.01% | 2,719 | 102 | 3.9% | $2.48万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $66.86万 | 0.01% | 27,290 | 9,112 | 50.1% | $22.32万 | 加仓 |
| EEM | ISHARES TR | $66.86万 | 0.01% | 9,774 | 495 | 5.3% | $3.39万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $67.31万 | 0.01% | 51,741 | -45,016 | -46.5% | -$58.57万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $67.47万 | 0.01% | 13,316 | 714 | 5.7% | $3.62万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $67.56万 | 0.01% | 6,155 | 373 | 6.5% | $4.09万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $67.89万 | 0.01% | 6,386 | 440 | 7.4% | $4.68万 | 加仓 |
| PSA | PUBLIC STORAGE | $67.92万 | 0.01% | 2,134 | 52 | 2.5% | $1.66万 | 加仓 |
| D | DOMINION ENERGY INC | $67.94万 | 0.01% | 9,949 | 385 | 4.0% | $2.63万 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $67.99万 | 0.01% | 153,469 | -3,770 | -2.4% | -$1.67万 | 减仓 |
| OKTA | OKTA INC | $68.16万 | 0.01% | 4,995 | 4,995 | — | $68.16万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $68.39万 | 0.01% | 3,641 | 3,641 | — | $68.39万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $68.55万 | 0.01% | 9,783 | 9,783 | — | $68.55万 | 新建仓 |
| NVR | NVR INC | $68.82万 | 0.01% | 101 | 1 | 1.0% | $6,813 | 加仓 |
| — | INNOVATOR ETFS TRUST | $68.99万 | 0.01% | 35,582 | 35,582 | — | $68.99万 | 新建仓 |
| PSMR | PACER FDS TR | $69.01万 | 0.01% | 21,440 | 21,440 | — | $69.01万 | 新建仓 |
| ZS | ZSCALER INC | $69.12万 | 0.01% | 4,897 | -1,893 | -27.9% | -$26.72万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $69.59万 | 0.01% | 2,720 | 64 | 2.4% | $1.64万 | 加仓 |
| MDB | MONGODB INC | $69.71万 | 0.01% | 2,075 | 2,075 | — | $69.71万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $69.90万 | 0.01% | 14,955 | 3,202 | 27.2% | $14.97万 | 加仓 |
| ATFV | THE ALGER ETF TRUST | $70.64万 | 0.01% | 17,053 | 1,327 | 8.4% | $5.50万 | 加仓 |
| TECK | TECK RESOURCES LTD | $70.72万 | 0.01% | 11,894 | 11,894 | — | $70.72万 | 新建仓 |
| SN | SHARKNINJA INC | $70.85万 | 0.01% | 4,653 | 4,653 | — | $70.85万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $71.44万 | 0.01% | 4,400 | 4,400 | — | $71.44万 | 新建仓 |
| IBDR | ISHARES TR | $71.55万 | 0.01% | 29,528 | 4,581 | 18.4% | $11.10万 | 加仓 |
| FDX | FEDEX CORP | $71.55万 | 0.01% | 2,285 | 571 | 33.3% | $17.88万 | 加仓 |
| HSY | HERSHEY CO | $72.04万 | 0.01% | 4,106 | 482 | 13.3% | $8.46万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $72.26万 | 0.01% | 16,112 | -925 | -5.4% | -$4.15万 | 减仓 |
| NVO | NOVO-NORDISK A S | $72.30万 | 0.01% | 15,082 | 4,584 | 43.7% | $21.98万 | 加仓 |
| FN | FABRINET | $72.40万 | 0.01% | 1,288 | 1,288 | — | $72.40万 | 新建仓 |
| ESGU | ISHARES TR | $72.41万 | 0.01% | 4,424 | 218 | 5.2% | $3.57万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $72.73万 | 0.01% | 20,976 | 20,976 | — | $72.73万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $72.91万 | 0.01% | 8,092 | -3,570 | -30.6% | -$32.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $72.93万 | 0.01% | 1,756 | 803 | 84.3% | $33.35万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $73.13万 | 0.01% | 18,633 | 4,042 | 27.7% | $15.86万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $73.31万 | 0.01% | 5,736 | 588 | 11.4% | $7.52万 | 加仓 |
| SJM | SMUCKER J M CO | $73.57万 | 0.01% | 6,540 | 1,952 | 42.5% | $21.96万 | 加仓 |
| GSK | GSK PLC | $73.67万 | 0.01% | 14,053 | 2,393 | 20.5% | $12.54万 | 加仓 |
| DHI | D R HORTON INC | $73.98万 | 0.01% | 4,542 | -153 | -3.3% | -$2.49万 | 减仓 |
| SECT | NORTHERN LTS FD TR IV | $74.06万 | 0.01% | 10,278 | -12,621 | -55.1% | -$90.95万 | 减仓 |
| IBHH | ISHARES TR | $74.26万 | 0.01% | 31,599 | 16,027 | 102.9% | $37.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $74.35万 | 0.01% | 17,419 | 12,249 | 236.9% | $52.28万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $74.46万 | 0.01% | 19,266 | 159 | 0.8% | $6,145 | 加仓 |
| AEE | AMEREN CORP | $74.90万 | 0.01% | 6,626 | -881 | -11.7% | -$9.96万 | 减仓 |
| EBND | SPDR SERIES TRUST | $74.94万 | 0.01% | 35,822 | 35,822 | — | $74.94万 | 新建仓 |