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 |
|---|---|---|---|---|---|---|---|---|
| UITB | VICTORY PORTFOLIOS II | $74.95万 | 0.01% | 16,002 | 1,580 | 11.0% | $7.40万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $75.15万 | 0.01% | 38,487 | -1,745 | -4.3% | -$3.41万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $75.22万 | 0.01% | 7,529 | 2 | 0.0% | $200 | 加仓 |
| TMUS | T-MOBILE US INC | $76.14万 | 0.01% | 4,540 | 972 | 27.2% | $16.30万 | 加仓 |
| ICVT | ISHARES TR | $76.22万 | 0.01% | 6,261 | -68,232 | -91.6% | -$830.68万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $76.94万 | 0.01% | 13,968 | -13 | -0.1% | -$716 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $77.26万 | 0.01% | 6,879 | 1,474 | 27.3% | $16.56万 | 加仓 |
| NVS | NOVARTIS AG | $77.36万 | 0.01% | 4,936 | 432 | 9.6% | $6.77万 | 加仓 |
| MGV | VANGUARD WORLD FD | $77.43万 | 0.01% | 4,737 | 222 | 4.9% | $3.63万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $79.26万 | 0.01% | 16,613 | 11,515 | 225.9% | $54.94万 | 加仓 |
| ETR | ENTERGY CORP NEW | $80.06万 | 0.01% | 6,970 | -181 | -2.5% | -$2.08万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $80.48万 | 0.01% | 48,192 | 31,036 | 180.9% | $51.83万 | 加仓 |
| CB | CHUBB LIMITED | $80.93万 | 0.01% | 2,375 | 603 | 34.0% | $20.55万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $80.93万 | 0.01% | 2,093 | -322 | -13.3% | -$12.45万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $80.94万 | 0.01% | 30,542 | 30,542 | — | $80.94万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $81.09万 | 0.01% | 19,621 | -4,077 | -17.2% | -$16.85万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $81.30万 | 0.01% | 15,728 | -24,393 | -60.8% | -$126.09万 | 减仓 |
| ONDS | ONDAS INC | $82.28万 | 0.01% | 99,850 | 500 | 0.5% | $4,120 | 加仓 |
| LRGF | ISHARES TR | $82.36万 | 0.01% | 10,890 | -42 | -0.4% | -$3,176 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $82.53万 | 0.01% | 30,142 | -3,105 | -9.3% | -$8.50万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $82.64万 | 0.01% | 17,807 | -9,432 | -34.6% | -$43.77万 | 减仓 |
| EMXC | ISHARES INC | $82.69万 | 0.01% | 8,083 | -325 | -3.9% | -$3.32万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $82.83万 | 0.01% | 15,672 | 5,427 | 53.0% | $28.68万 | 加仓 |
| — | PROSHARES TR | $84.63万 | 0.01% | 62,456 | 62,456 | — | $84.63万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $84.86万 | 0.01% | 16,777 | -2,382 | -12.4% | -$12.05万 | 减仓 |
| TGT | TARGET CORP | $84.86万 | 0.01% | 6,497 | 1,628 | 33.4% | $21.26万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $85.11万 | 0.01% | 2,140 | 962 | 81.7% | $38.26万 | 加仓 |
| PSK | SPDR SERIES TRUST | $85.37万 | 0.01% | 27,962 | 20,307 | 265.3% | $62.00万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $85.53万 | 0.01% | 13,680 | -1,137 | -7.7% | -$7.11万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $85.60万 | 0.01% | 17,069 | -1,086 | -6.0% | -$5.45万 | 减仓 |
| UUUU | ENERGY FUELS INC | $85.65万 | 0.01% | 59,066 | -4,993 | -7.8% | -$7.24万 | 减仓 |
| IBDT | ISHARES TR | $85.66万 | 0.01% | 33,924 | 8,674 | 34.4% | $21.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $85.93万 | 0.01% | 12,293 | -743 | -5.7% | -$5.19万 | 减仓 |
| LIN | LINDE PLC | $86.00万 | 0.01% | 1,657 | -234 | -12.4% | -$12.14万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $86.08万 | 0.01% | 11,284 | 1,782 | 18.8% | $13.59万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $86.69万 | 0.01% | 8,032 | 525 | 7.0% | $5.67万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $86.89万 | 0.01% | 6,784 | -68,682 | -91.0% | -$879.72万 | 减仓 |
| XYLD | GLOBAL X FDS | $86.96万 | 0.01% | 21,319 | -97 | -0.5% | -$3,957 | 减仓 |
| — | INNOVATOR ETFS TRUST | $87.36万 | 0.01% | 21,754 | -634 | -2.8% | -$2.55万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $87.42万 | 0.01% | 35,608 | 2,140 | 6.4% | $5.25万 | 加仓 |
| AGQ | PROSHARES TR II | $87.44万 | 0.01% | 12,857 | 1,040 | 8.8% | $7.07万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $87.44万 | 0.01% | 20,721 | -2,962 | -12.5% | -$12.50万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $87.53万 | 0.01% | 4,363 | -638 | -12.8% | -$12.80万 | 减仓 |
| KLAC | KLA CORP | $88.42万 | 0.01% | 2,931 | 221 | 8.2% | $6.67万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $88.64万 | 0.01% | 21,643 | 4,674 | 27.5% | $19.14万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $89.29万 | 0.01% | 23,168 | 183 | 0.8% | $7,053 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $89.49万 | 0.01% | 9,280 | 3,428 | 58.6% | $33.06万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $90.01万 | 0.01% | 5,202 | 2,643 | 103.3% | $45.73万 | 加仓 |
| IYR | ISHARES TR | $90.05万 | 0.01% | 8,807 | 556 | 6.7% | $5.69万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $90.08万 | 0.01% | 23,703 | 2,920 | 14.0% | $11.10万 | 加仓 |
| PFF | ISHARES TR | $90.22万 | 0.01% | 29,590 | 29,590 | — | $90.22万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $90.23万 | 0.01% | 4,082 | 4,082 | — | $90.23万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $90.43万 | 0.01% | 18,272 | -3,269 | -15.2% | -$16.18万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $90.50万 | 0.01% | 42,288 | 19,402 | 84.8% | $41.52万 | 加仓 |
| IWR | ISHARES TR | $90.68万 | 0.01% | 8,220 | -102 | -1.2% | -$1.13万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $90.71万 | 0.01% | 11,643 | -3,716 | -24.2% | -$28.95万 | 减仓 |
| SYY | SYSCO CORP | $90.80万 | 0.01% | 10,864 | 680 | 6.7% | $5.68万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $92.92万 | 0.01% | 10,235 | -533 | -4.9% | -$4.84万 | 减仓 |
| OGE | OGE ENERGY CORP | $94.12万 | 0.01% | 19,343 | 1,873 | 10.7% | $9.11万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $94.88万 | 0.01% | 17,222 | -1,357 | -7.3% | -$7.48万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $95.64万 | 0.01% | 25,847 | 392 | 1.5% | $1.45万 | 加仓 |
| ALAB | ASTERA LABS INC | $95.72万 | 0.01% | 1,984 | 1,984 | — | $95.72万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $95.91万 | 0.01% | 13,293 | -55 | -0.4% | -$3,968 | 减仓 |
| — | TWO RDS SHARED TR | $97.30万 | 0.01% | 90,486 | -3,954,181 | -97.8% | -$4,251.92万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $97.34万 | 0.01% | 16,642 | -1,659 | -9.1% | -$9.70万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $97.82万 | 0.01% | 5,725 | 5,725 | — | $97.82万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $98.74万 | 0.01% | 3,702 | -1,448 | -28.1% | -$38.62万 | 减仓 |
| DAL | DELTA AIR LINES INC | $99.01万 | 0.01% | 10,571 | 4,337 | 69.6% | $40.62万 | 加仓 |
| BLK | BLACKROCK INC | $99.05万 | 0.01% | 1,030 | 80 | 8.4% | $7.69万 | 加仓 |
| TER | TERADYNE INC | $99.14万 | 0.01% | 2,049 | 677 | 49.3% | $32.76万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $99.32万 | 0.01% | 6,368 | 3,586 | 128.9% | $55.93万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $99.70万 | 0.01% | 13,500 | 13,500 | — | $99.70万 | 新建仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $99.75万 | 0.01% | 47,363 | -28,130 | -37.3% | -$59.24万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $100.20万 | 0.01% | 22,977 | -411 | -1.8% | -$1.79万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $100.68万 | 0.01% | 23,833 | 1,565 | 7.0% | $6.61万 | 加仓 |
| ADI | ANALOG DEVICES INC | $100.78万 | 0.01% | 2,537 | 833 | 48.9% | $33.09万 | 加仓 |
| SYK | STRYKER CORPORATION | $100.88万 | 0.01% | 3,204 | 1,060 | 49.4% | $33.38万 | 加仓 |
| WM | WASTE MGMT INC DEL | $101.55万 | 0.01% | 4,556 | -949 | -17.2% | -$21.15万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $101.79万 | 0.01% | 11,455 | 2,667 | 30.3% | $23.70万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $101.99万 | 0.01% | 16,658 | -6,059 | -26.7% | -$37.10万 | 减仓 |
| USB | US BANCORP | $102.21万 | 0.01% | 16,923 | 2,667 | 18.7% | $16.11万 | 加仓 |
| DDWM | WISDOMTREE TR | $102.40万 | 0.01% | 22,175 | 8,290 | 59.7% | $38.28万 | 加仓 |
| HPQ | HP INC | $102.65万 | 0.01% | 46,786 | 25,745 | 122.4% | $56.48万 | 加仓 |
| USAR | USA RARE EARTH INC | $103.18万 | 0.01% | 47,811 | 47,811 | — | $103.18万 | 新建仓 |
| QYLD | GLOBAL X FDS | $103.22万 | 0.01% | 56,004 | -9,799 | -14.9% | -$18.06万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $103.33万 | 0.01% | 20,329 | 3,219 | 18.8% | $16.36万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.63万 | 0.01% | 1,473 | -63 | -4.1% | -$4.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $103.97万 | 0.01% | 2,553 | -1,197 | -31.9% | -$48.75万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $104.32万 | 0.01% | 43,999 | 43,999 | — | $104.32万 | 新建仓 |
| IBDS | ISHARES TR | $105.09万 | 0.01% | 43,392 | 9,222 | 27.0% | $22.34万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $105.11万 | 0.01% | 18,647 | 419 | 2.3% | $2.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $105.20万 | 0.01% | 24,997 | -675 | -2.6% | -$2.84万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $105.27万 | 0.01% | 3,871 | 803 | 26.2% | $21.84万 | 加仓 |
| CLX | CLOROX CO DEL | $105.99万 | 0.01% | 11,106 | 7,435 | 202.5% | $70.96万 | 加仓 |
| AFL | AFLAC INC | $108.21万 | 0.01% | 9,229 | -106 | -1.1% | -$1.24万 | 减仓 |
| TPHD | TIMOTHY PLAN | $108.81万 | 0.01% | 25,737 | 6,963 | 37.1% | $29.44万 | 加仓 |
| F | FORD MTR CO | $109.34万 | 0.01% | 78,664 | -2,895 | -3.5% | -$4.02万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $110.28万 | 0.01% | 3,810 | 3,810 | — | $110.28万 | 新建仓 |
| PSEP | INNOVATOR ETFS TRUST | $110.87万 | 0.01% | 24,076 | -3,422 | -12.4% | -$15.76万 | 减仓 |
| TPLC | TIMOTHY PLAN | $111.19万 | 0.01% | 22,084 | 5,860 | 36.1% | $29.50万 | 加仓 |