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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $81.41万 | 0.01% | 13,036 | 119 | 0.9% | $7,432 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $81.59万 | 0.01% | 4,340 | 4,340 | — | $81.59万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $82.33万 | 0.01% | 18,267 | 18,267 | — | $82.33万 | 新建仓 |
| AEE | AMEREN CORP | $82.52万 | 0.01% | 7,507 | -16 | -0.2% | -$1,759 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $82.55万 | 0.01% | 3,000 | 17 | 0.6% | $4,678 | 加仓 |
| SSO | PROSHARES TR | $82.79万 | 0.01% | 15,957 | 617 | 4.0% | $3.20万 | 加仓 |
| IBDS | ISHARES TR | $82.83万 | 0.01% | 34,170 | 24,127 | 240.2% | $58.48万 | 加仓 |
| HRL | HORMEL FOODS CORP | $82.87万 | 0.01% | 36,586 | 20,810 | 131.9% | $47.13万 | 加仓 |
| SHEL | SHELL PLC | $83.01万 | 0.01% | 8,926 | 5,356 | 150.0% | $49.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $83.44万 | 0.01% | 22,388 | 363 | 1.6% | $1.35万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $83.52万 | 0.01% | 14,817 | -60 | -0.4% | -$3,382 | 减仓 |
| OGE | OGE ENERGY CORP | $83.78万 | 0.01% | 17,470 | -97 | -0.6% | -$4,652 | 减仓 |
| JNK | SPDR SERIES TRUST | $83.79万 | 0.01% | 8,754 | -98 | -1.1% | -$9,380 | 减仓 |
| XYLD | GLOBAL X FDS | $83.80万 | 0.01% | 21,416 | -1,024 | -4.6% | -$4.01万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $84.69万 | 0.01% | 18,228 | -336 | -1.8% | -$1.56万 | 减仓 |
| MMM | 3M CO | $84.93万 | 0.01% | 5,848 | 430 | 7.9% | $6.24万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $84.94万 | 0.01% | 1,167 | 470 | 67.4% | $34.21万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $85.08万 | 0.01% | 49,122 | -38,528 | -44.0% | -$66.73万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $85.13万 | 0.01% | 10,768 | 3,119 | 40.8% | $24.66万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $85.50万 | 0.01% | 17,110 | 4,513 | 35.8% | $22.55万 | 重新持有 |
| UJUN | INNOVATOR ETFS TRUST | $85.60万 | 0.01% | 22,985 | 320 | 1.4% | $1.19万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $86.66万 | 0.01% | 25,455 | -243 | -0.9% | -$8,273 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $87.69万 | 0.01% | 11,662 | 1,151 | 11.0% | $8.65万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $87.78万 | 0.01% | 47,758 | 7,632 | 19.0% | $14.03万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $88.49万 | 0.01% | 22,268 | 203 | 0.9% | $8,067 | 加仓 |
| FIVE | FIVE BELOW INC | $88.61万 | 0.01% | 3,878 | 3,878 | — | $88.61万 | 新建仓 |
| GARP | ISHARES TR | $89.22万 | 0.01% | 13,947 | -5,649 | -28.8% | -$36.14万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $89.61万 | 0.01% | 7,058 | 284 | 4.2% | $3.61万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $89.65万 | 0.01% | 17,998 | -37,003 | -67.3% | -$184.32万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $89.77万 | 0.01% | 2,970 | -396 | -11.8% | -$11.97万 | 减仓 |
| ONDS | ONDAS INC | $89.81万 | 0.01% | 99,350 | 18,850 | 23.4% | $17.04万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $90.99万 | 0.01% | 18,155 | -6,175 | -25.4% | -$30.95万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $91.23万 | 0.01% | 5,001 | 39 | 0.8% | $7,114 | 加仓 |
| BLK | BLACKROCK INC | $91.41万 | 0.01% | 950 | -37 | -3.7% | -$3.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $91.64万 | 0.01% | 23,698 | 13 | 0.1% | $503 | 加仓 |
| MAGS | LISTED FDS TR | $93.36万 | 0.01% | 16,114 | -25,177 | -61.0% | -$145.88万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $93.66万 | 0.01% | 18,579 | 13,072 | 237.4% | $65.90万 | 加仓 |
| LIN | LINDE PLC | $93.73万 | 0.01% | 1,891 | 416 | 28.2% | $20.62万 | 加仓 |
| F | FORD MTR CO | $94.12万 | 0.01% | 81,559 | 4,028 | 5.2% | $4.65万 | 加仓 |
| THG | HANOVER INS GROUP INC | $94.17万 | 0.01% | 5,432 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $94.26万 | 0.01% | 23,683 | -2,006 | -7.8% | -$7.98万 | 减仓 |
| TTE | TOTALENERGIES SE | $94.61万 | 0.01% | 10,399 | 6,949 | 201.4% | $63.22万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $94.76万 | 0.01% | 1,536 | -229 | -13.0% | -$14.13万 | 减仓 |
| ZS | ZSCALER INC | $95.26万 | 0.01% | 6,790 | -2,267 | -25.0% | -$31.80万 | 减仓 |
| VV | VANGUARD INDEX FDS | $95.30万 | 0.01% | 3,189 | 382 | 13.6% | $11.42万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $95.58万 | 0.01% | 19,159 | 6,072 | 46.4% | $30.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $96.01万 | 0.01% | 13,348 | -1,769 | -11.7% | -$12.72万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $96.09万 | 0.01% | 33,468 | -984 | -2.9% | -$2.83万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $96.30万 | 0.01% | 24,965 | -322 | -1.3% | -$1.24万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $96.94万 | 0.01% | 6,233 | 27 | 0.4% | $4,199 | 加仓 |
| TXN | TEXAS INSTRS INC | $97.09万 | 0.01% | 5,001 | -61 | -1.2% | -$1.18万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $97.72万 | 0.01% | 18,301 | 121 | 0.7% | $6,461 | 加仓 |
| RDDT | REDDIT INC | $98.05万 | 0.01% | 7,282 | 67 | 0.9% | $9,021 | 加仓 |
| MPC | MARATHON PETE CORP | $98.91万 | 0.01% | 4,051 | 117 | 3.0% | $2.86万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $99.37万 | 0.01% | 21,541 | 9,429 | 77.8% | $43.50万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $99.67万 | 0.01% | 28,123 | -4,090 | -12.7% | -$14.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $101.00万 | 0.01% | 25,672 | -2,528 | -9.0% | -$9.95万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $101.95万 | 0.01% | 23,388 | 906 | 4.0% | $3.95万 | 加仓 |
| AFL | AFLAC INC | $102.42万 | 0.01% | 9,335 | 313 | 3.5% | $3.43万 | 加仓 |
| GLW | CORNING INC | $103.29万 | 0.01% | 7,597 | 2,395 | 46.0% | $32.56万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $103.82万 | 0.01% | 34,433 | 34,433 | — | $103.82万 | 新建仓 |
| VST | VISTRA CORP | $104.00万 | 0.01% | 6,918 | -1,492 | -17.7% | -$22.43万 | 减仓 |
| IUSG | ISHARES TR | $104.05万 | 0.01% | 6,708 | 124 | 1.9% | $1.92万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $104.12万 | 0.01% | 7,180 | 1,832 | 34.3% | $26.57万 | 加仓 |
| DBEF | DBX ETF TR | $104.93万 | 0.01% | 21,241 | 4,587 | 27.5% | $22.66万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $105.44万 | 0.01% | 48,592 | 48,592 | — | $105.44万 | 新建仓 |
| TQQQ | PROSHARES TR | $105.59万 | 0.01% | 25,334 | 11,950 | 89.3% | $49.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $105.65万 | 0.01% | 27,548 | -2,047 | -6.9% | -$7.85万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $106.46万 | 0.01% | 14,056 | 5,614 | 66.5% | $42.52万 | 加仓 |
| CI | THE CIGNA GROUP | $107.06万 | 0.01% | 4,014 | -5 | -0.1% | -$1,334 | 减仓 |
| NOW | SERVICENOW INC | $108.48万 | 0.01% | 10,376 | 5,236 | 101.9% | $54.74万 | 加仓 |
| UNP | UNION PAC CORP | $108.84万 | 0.01% | 4,486 | 837 | 22.9% | $20.31万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $110.08万 | 0.01% | 31,274 | -77,011 | -71.1% | -$271.08万 | 减仓 |
| IWS | ISHARES TR | $110.20万 | 0.01% | 7,562 | 310 | 4.3% | $4.52万 | 加仓 |
| SHOP | SHOPIFY INC | $110.35万 | 0.01% | 9,303 | 499 | 5.7% | $5.92万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $110.57万 | 0.01% | 2,712 | -49 | -1.8% | -$2.00万 | 减仓 |
| TPIF | TIMOTHY PLAN | $110.87万 | 0.01% | 30,764 | 4,539 | 17.3% | $16.36万 | 加仓 |
| — | TIDAL TRUST I | $111.56万 | 0.01% | 64,822 | -128 | -0.2% | -$2,203 | 减仓 |
| INTC | INTEL CORP | $112.04万 | 0.01% | 25,388 | 2,679 | 11.8% | $11.82万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $112.49万 | 0.01% | 9,483 | 937 | 11.0% | $11.12万 | 加仓 |
| QYLD | GLOBAL X FDS | $112.85万 | 0.01% | 65,803 | -10,356 | -13.6% | -$17.76万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $113.49万 | 0.01% | 65,905 | 7,090 | 12.1% | $12.21万 | 加仓 |
| IWX | ISHARES TR | $113.69万 | 0.01% | 12,268 | 604 | 5.2% | $5.60万 | 加仓 |
| AA | ALCOA CORP | $113.86万 | 0.01% | 17,166 | 17,166 | — | $113.86万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $113.94万 | 0.01% | 45,816 | 8,106 | 21.5% | $20.16万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $114.33万 | 0.01% | 22,843 | 4,008 | 21.3% | $20.06万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $114.41万 | 0.01% | 8,728 | -2,137 | -19.7% | -$28.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $115.97万 | 0.01% | 3,976 | 138 | 3.6% | $4.02万 | 加仓 |
| UUUU | ENERGY FUELS INC | $116.91万 | 0.01% | 64,059 | 7,595 | 13.5% | $13.86万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $117.27万 | 0.01% | 23,587 | -264 | -1.1% | -$1.31万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $117.43万 | 0.01% | 27,239 | 429 | 1.6% | $1.85万 | 加仓 |
| SNDK | SANDISK CORP | $117.57万 | 0.01% | 1,850 | 618 | 50.2% | $39.27万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $117.89万 | 0.01% | 4,108 | 321 | 8.5% | $9.21万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $118.41万 | 0.01% | 27,498 | -307 | -1.1% | -$1.32万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $119.46万 | 0.01% | 30,679 | 860 | 2.9% | $3.35万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $119.86万 | 0.01% | 24,805 | 19,940 | 409.9% | $96.35万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $120.27万 | 0.01% | 25,545 | 17,648 | 223.5% | $83.09万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $120.43万 | 0.01% | 15,359 | 602 | 4.1% | $4.72万 | 加仓 |
| IBHG | ISHARES TR | $120.50万 | 0.01% | 54,452 | 30,987 | 132.1% | $68.57万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $121.02万 | 0.01% | 3,526 | 918 | 35.2% | $31.51万 | 加仓 |