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 |
|---|---|---|---|---|---|---|---|---|
| BEN | FRANKLIN RESOURCES INC | $121.69万 | 0.02% | 51,519 | 4,991 | 10.7% | $11.79万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $122.03万 | 0.02% | 72,765 | 72,765 | — | $122.03万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $123.07万 | 0.02% | 21,351 | -3,351 | -13.6% | -$19.31万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $123.22万 | 0.02% | 39,799 | -2,134 | -5.1% | -$6.61万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $123.43万 | 0.02% | 56,918 | 17,896 | 45.9% | $38.81万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $123.92万 | 0.02% | 22,717 | -2,640 | -10.4% | -$14.40万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $124.37万 | 0.02% | 44,198 | 5,059 | 12.9% | $14.24万 | 加仓 |
| NNN | NNN REIT INC | $125.17万 | 0.02% | 29,782 | 7,387 | 33.0% | $31.05万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $125.51万 | 0.02% | 51,458 | 8,038 | 18.5% | $19.60万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $125.70万 | 0.02% | 16,287 | 1,261 | 8.4% | $9.73万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $126.08万 | 0.02% | 41,337 | 5,435 | 15.1% | $16.58万 | 加仓 |
| WM | WASTE MGMT INC DEL | $126.50万 | 0.02% | 5,505 | -14 | -0.3% | -$3,217 | 减仓 |
| STIP | ISHARES TR | $126.68万 | 0.02% | 12,248 | 3,441 | 39.1% | $35.59万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $128.28万 | 0.02% | 12,363 | 78 | 0.6% | $8,093 | 加仓 |
| PFE | PFIZER INC | $128.41万 | 0.02% | 45,730 | 7,341 | 19.1% | $20.61万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $128.64万 | 0.02% | 26,025 | 452 | 1.8% | $2.23万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $128.90万 | 0.02% | 18,598 | 964 | 5.5% | $6.68万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $129.86万 | 0.02% | 27,026 | 47 | 0.2% | $2,258 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $130.02万 | 0.02% | 189,817 | 19,836 | 11.7% | $13.59万 | 加仓 |
| VICI | VICI PPTYS INC | $130.41万 | 0.02% | 47,735 | 7,533 | 18.7% | $20.58万 | 加仓 |
| IWP | ISHARES TR | $130.42万 | 0.02% | 10,179 | 163 | 1.6% | $2.09万 | 加仓 |
| CSX | CSX CORP | $130.52万 | 0.02% | 31,795 | 2,073 | 7.0% | $8.51万 | 加仓 |
| BN | BROOKFIELD CORP | $131.33万 | 0.02% | 32,451 | -3,829 | -10.6% | -$15.50万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $131.67万 | 0.02% | 3,466 | 2,401 | 225.4% | $91.21万 | 加仓 |
| BKH | BLACK HILLS CORP | $131.72万 | 0.02% | 18,977 | 1,415 | 8.1% | $9.82万 | 加仓 |
| GFI | GOLD FIELDS LTD | $132.34万 | 0.02% | 29,149 | 10,010 | 52.3% | $45.45万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $133.14万 | 0.02% | 16,241 | -216 | -1.3% | -$1.77万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $133.61万 | 0.02% | 26,749 | 7,606 | 39.7% | $37.99万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $134.02万 | 0.02% | 34,400 | -3,340 | -8.9% | -$13.01万 | 减仓 |
| IVZ | INVESCO LTD | $135.03万 | 0.02% | 55,590 | 5,785 | 11.6% | $14.05万 | 加仓 |
| SBUX | STARBUCKS CORP | $137.06万 | 0.02% | 15,298 | 713 | 4.9% | $6.39万 | 加仓 |
| TLT | ISHARES TR | $137.94万 | 0.02% | 15,911 | -37,451 | -70.2% | -$324.67万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $138.08万 | 0.02% | 14,692 | 1,280 | 9.5% | $12.03万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $138.29万 | 0.02% | 22,899 | -8,382 | -26.8% | -$50.62万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $139.31万 | 0.02% | 55,500 | 1,952 | 3.6% | $4.90万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $141.16万 | 0.02% | 79,260 | 79,260 | — | $141.16万 | 新建仓 |
| AGQ | PROSHARES TR II | $141.22万 | 0.02% | 11,817 | 1,067 | 9.9% | $12.75万 | 重新持有 |
| GDX | VANECK ETF TRUST | $143.19万 | 0.02% | 15,603 | -125,818 | -89.0% | -$1,154.66万 | 减仓 |
| TFC | TRUIST FINL CORP | $144.06万 | 0.02% | 31,338 | -382 | -1.2% | -$1.76万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $144.08万 | 0.02% | 5,748 | -12 | -0.2% | -$3,008 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $144.15万 | 0.02% | 8,812 | 4,963 | 128.9% | $81.19万 | 加仓 |
| — | WEBSTER FINL CORP | $145.69万 | 0.02% | 20,987 | 4,586 | 28.0% | $31.84万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $146.53万 | 0.02% | 25,725 | -544 | -2.1% | -$3.10万 | 减仓 |
| ERO | ERO COPPER CORP | $147.25万 | 0.02% | 55,212 | 55,212 | — | $147.25万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $147.38万 | 0.02% | 7,254 | 101 | 1.4% | $2.05万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $148.32万 | 0.02% | 17,980 | 739 | 4.3% | $6.10万 | 加仓 |
| NUE | NUCOR CORP | $149.56万 | 0.02% | 8,845 | 39 | 0.4% | $6,595 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $149.57万 | 0.02% | 3,818 | 1,634 | 74.8% | $64.01万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $150.09万 | 0.02% | 47,753 | 3,909 | 8.9% | $12.29万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $151.41万 | 0.02% | 42,867 | -12,593 | -22.7% | -$44.48万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $151.49万 | 0.02% | 25,909 | 2,188 | 9.2% | $12.79万 | 加仓 |
| ETN | EATON CORP PLC | $153.65万 | 0.02% | 4,296 | 676 | 18.7% | $24.18万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $154.23万 | 0.02% | 2,261 | 39 | 1.8% | $2.66万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $157.54万 | 0.02% | 21,673 | 536 | 2.5% | $3.90万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $158.58万 | 0.02% | 20,566 | 4,086 | 24.8% | $31.51万 | 加仓 |
| SPGI | S&P GLOBAL INC | $159.50万 | 0.02% | 3,750 | -252 | -6.3% | -$10.72万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $160.71万 | 0.02% | 96,757 | -43,033 | -30.8% | -$71.48万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $161.16万 | 0.02% | 36,777 | 904 | 2.5% | $3.96万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $161.37万 | 0.02% | 30,621 | 8,939 | 41.2% | $47.11万 | 加仓 |
| PWR | QUANTA SVCS INC | $162.68万 | 0.02% | 2,963 | -160 | -5.1% | -$8.78万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $162.80万 | 0.02% | 38,109 | -1,817 | -4.6% | -$7.76万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $162.86万 | 0.02% | 23,323 | -350 | -1.5% | -$2.44万 | 减仓 |
| COP | CONOCOPHILLIPS | $163.27万 | 0.02% | 12,369 | -8,810 | -41.6% | -$116.29万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $163.88万 | 0.02% | 34,846 | 846 | 2.5% | $3.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $164.03万 | 0.02% | 42,465 | -427 | -1.0% | -$1.65万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $164.17万 | 0.02% | 54,004 | 54,004 | — | $164.17万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $164.96万 | 0.02% | 36,971 | 3,736 | 11.2% | $16.67万 | 加仓 |
| LQD | ISHARES TR | $165.28万 | 0.02% | 15,165 | -138,483 | -90.1% | -$1,509.32万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $168.30万 | 0.02% | 65,870 | 38,255 | 138.5% | $97.74万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $171.79万 | 0.02% | 101,893 | -22,241 | -17.9% | -$37.50万 | 减仓 |
| IWD | ISHARES TR | $171.83万 | 0.02% | 8,042 | 2,368 | 41.7% | $50.59万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $172.23万 | 0.02% | 6,168 | 888 | 16.8% | $24.80万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $172.35万 | 0.02% | 15,228 | 1,022 | 7.2% | $11.57万 | 加仓 |
| MTB | M & T BK CORP | $173.24万 | 0.02% | 8,380 | -4,238 | -33.6% | -$87.61万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $174.40万 | 0.02% | 43,492 | 13,628 | 45.6% | $54.65万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $174.40万 | 0.02% | 86,083 | -70,392 | -45.0% | -$142.61万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $175.43万 | 0.02% | 28,924 | 8,145 | 39.2% | $49.40万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $177.32万 | 0.02% | 24,033 | 8,206 | 51.8% | $60.54万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $179.24万 | 0.02% | 59,311 | 59,311 | — | $179.24万 | 新建仓 |
| QDPL | PACER FDS TR | $179.74万 | 0.02% | 44,780 | 44,780 | — | $179.74万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $179.74万 | 0.02% | 56,293 | 44,063 | 360.3% | $140.69万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $181.03万 | 0.02% | 40,121 | -11 | -0.0% | -$496 | 减仓 |
| COWZ | PACER FDS TR | $184.24万 | 0.02% | 29,450 | -546 | -1.8% | -$3.42万 | 减仓 |
| XEL | XCEL ENERGY INC | $184.35万 | 0.02% | 23,206 | 38 | 0.2% | $3,019 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $186.61万 | 0.02% | 47,339 | 535 | 1.1% | $2.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $187.06万 | 0.02% | 56,055 | 1,480 | 2.7% | $4.94万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $187.25万 | 0.02% | 10,161 | -1,351 | -11.7% | -$24.90万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $187.53万 | 0.02% | 21,898 | 15,619 | 248.7% | $133.76万 | 加仓 |
| HYG | ISHARES TR | $188.57万 | 0.02% | 23,701 | -192,889 | -89.1% | -$1,534.63万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $191.21万 | 0.02% | 47,635 | 10,770 | 29.2% | $43.23万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $191.73万 | 0.02% | 77,546 | -40,501 | -34.3% | -$100.14万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $192.08万 | 0.02% | 37,810 | 21,456 | 131.2% | $109.00万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $192.17万 | 0.02% | 61,504 | 687 | 1.1% | $2.15万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $192.73万 | 0.02% | 75,493 | -1,893 | -2.4% | -$4.83万 | 减仓 |
| GIS | GENERAL MILLS INC | $194.24万 | 0.02% | 52,186 | 14,311 | 37.8% | $53.27万 | 加仓 |
| IWC | ISHARES TR | $195.06万 | 0.02% | 12,221 | 5,935 | 94.4% | $94.73万 | 加仓 |
| DIS | DISNEY WALT CO | $195.07万 | 0.02% | 20,240 | -1,492 | -6.9% | -$14.38万 | 减仓 |
| TRP | TC ENERGY CORP | $195.67万 | 0.02% | 31,257 | 5,386 | 20.8% | $33.72万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $197.12万 | 0.02% | 46,380 | 224 | 0.5% | $9,520 | 加仓 |
| WFC | WELLS FARGO & CO | $197.46万 | 0.02% | 24,804 | -2,828 | -10.2% | -$22.51万 | 减仓 |