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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $111.20万 | 0.01% | 6,868 | 1,020 | 17.4% | $16.51万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $112.30万 | 0.01% | 7,037 | -21 | -0.3% | -$3,351 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $112.46万 | 0.01% | 2,208 | -53 | -2.3% | -$2.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $112.53万 | 0.01% | 27,364 | -184 | -0.7% | -$7,567 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $113.73万 | 0.01% | 26,307 | 13,446 | 104.5% | $58.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $114.01万 | 0.01% | 3,118 | 148 | 5.0% | $5.41万 | 加仓 |
| COHR | COHERENT CORP | $114.06万 | 0.01% | 2,892 | 273 | 10.4% | $10.77万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $114.12万 | 0.01% | 12,701 | 1,463 | 13.0% | $13.15万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $114.50万 | 0.01% | 6,821 | 5,537 | 431.2% | $92.95万 | 加仓 |
| PFE | PFIZER INC | $114.62万 | 0.01% | 47,599 | 1,869 | 4.1% | $4.50万 | 加仓 |
| DLTR | DOLLAR TREE INC | $114.65万 | 0.01% | 9,479 | 4,162 | 78.3% | $50.34万 | 重新持有 |
| IWS | ISHARES TR | $114.95万 | 0.01% | 6,984 | -578 | -7.6% | -$9.51万 | 减仓 |
| RDDT | REDDIT INC | $115.02万 | 0.01% | 6,626 | -656 | -9.0% | -$11.39万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $115.25万 | 0.01% | 38,188 | 14,253 | 59.5% | $43.02万 | 加仓 |
| MAGS | LISTED FDS TR | $115.69万 | 0.01% | 17,992 | 1,878 | 11.7% | $12.08万 | 加仓 |
| THG | HANOVER INS GROUP INC | $116.34万 | 0.01% | 5,433 | 1 | 0.0% | $214 | 加仓 |
| BLOK | AMPLIFY ETF TR | $117.57万 | 0.01% | 18,771 | 773 | 4.3% | $4.84万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $117.79万 | 0.01% | 71,912 | 6,007 | 9.1% | $9.84万 | 加仓 |
| BE | BLOOM ENERGY CORP | $119.60万 | 0.01% | 3,951 | 27 | 0.7% | $8,173 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $120.02万 | 0.01% | 7,430 | 308 | 4.3% | $4.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $121.34万 | 0.01% | 13,151 | -1,541 | -10.5% | -$14.22万 | 减仓 |
| MPC | MARATHON PETE CORP | $121.49万 | 0.01% | 4,752 | 701 | 17.3% | $17.92万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $121.86万 | 0.01% | 2,333 | -28,678 | -92.5% | -$1,497.93万 | 减仓 |
| IWX | ISHARES TR | $123.42万 | 0.01% | 11,736 | -532 | -4.3% | -$5.59万 | 减仓 |
| CI | THE CIGNA GROUP | $123.57万 | 0.01% | 4,482 | 468 | 11.7% | $12.90万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $124.01万 | 0.01% | 57,031 | 113 | 0.2% | $2,457 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $124.15万 | 0.01% | 44,466 | 31,510 | 243.2% | $87.98万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $124.95万 | 0.01% | 50,210 | 4,394 | 9.6% | $10.93万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $125.81万 | 0.01% | 24,115 | -6,506 | -21.2% | -$33.94万 | 减仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $126.12万 | 0.01% | 30,175 | -504 | -1.6% | -$2.11万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $126.63万 | 0.01% | 36,821 | 36,821 | — | $126.63万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $126.67万 | 0.01% | 3,837 | -139 | -3.5% | -$4.59万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $126.73万 | 0.01% | 23,267 | -320 | -1.4% | -$1.74万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $126.87万 | 0.01% | 24,958 | 2,115 | 9.3% | $10.75万 | 加仓 |
| VV | VANGUARD INDEX FDS | $127.56万 | 0.01% | 3,709 | 520 | 16.3% | $17.88万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $127.84万 | 0.01% | 3,609 | 83 | 2.4% | $2.94万 | 加仓 |
| — | TIDAL TRUST II | $128.53万 | 0.01% | 28,667 | 28,667 | — | $128.53万 | 新建仓 |
| QLD | PROSHARES TR | $128.61万 | 0.01% | 13,292 | 9,188 | 223.9% | $88.90万 | 加仓 |
| VICI | VICI PPTYS INC | $129.65万 | 0.01% | 48,832 | 1,097 | 2.3% | $2.91万 | 加仓 |
| DIVB | ISHARES TR | $131.64万 | 0.01% | 21,371 | 7,007 | 48.8% | $43.16万 | 加仓 |
| CPAI | NORTHERN LTS FD TR III | $134.10万 | 0.01% | 25,809 | 25,809 | — | $134.10万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $134.46万 | 0.01% | 39,687 | -61,119 | -60.6% | -$207.07万 | 减仓 |
| COWZ | PACER FDS TR | $136.03万 | 0.01% | 21,869 | -7,581 | -25.7% | -$47.15万 | 减仓 |
| BN | BROOKFIELD CORP | $136.38万 | 0.01% | 32,021 | -430 | -1.3% | -$1.83万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $136.85万 | 0.01% | 23,661 | 2,310 | 10.8% | $13.36万 | 加仓 |
| AA | ALCOA CORP | $136.87万 | 0.01% | 26,251 | 9,085 | 52.9% | $47.37万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $137.03万 | 0.01% | 17,866 | 1,579 | 9.7% | $12.11万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $137.67万 | 0.01% | 28,426 | 1,400 | 5.2% | $6.78万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $138.93万 | 0.01% | 24,966 | -1,059 | -4.1% | -$5.89万 | 减仓 |
| IWC | ISHARES TR | $139.07万 | 0.01% | 6,952 | -5,269 | -43.1% | -$105.40万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $139.70万 | 0.01% | 8,447 | 977 | 13.1% | $16.16万 | 加仓 |
| DBEF | DBX ETF TR | $140.41万 | 0.01% | 25,702 | 4,461 | 21.0% | $24.37万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $141.02万 | 0.01% | 40,511 | -826 | -2.0% | -$2.88万 | 减仓 |
| IWP | ISHARES TR | $141.05万 | 0.01% | 9,634 | -545 | -5.4% | -$7.98万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $141.08万 | 0.01% | 10,312 | 1,584 | 18.1% | $21.67万 | 加仓 |
| IUSG | ISHARES TR | $141.96万 | 0.01% | 7,547 | 839 | 12.5% | $15.78万 | 加仓 |
| URI | UNITED RENTALS INC | $142.24万 | 0.01% | 1,256 | 377 | 42.9% | $42.70万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $142.28万 | 0.01% | 38,589 | -1,210 | -3.0% | -$4.46万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $143.15万 | 0.01% | 17,232 | 991 | 6.1% | $8.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $143.97万 | 0.01% | 6,590 | 5,650 | 601.1% | $123.43万 | 重新持有 |
| CAPR | CAPRICOR THERAPEUTICS INC | $144.50万 | 0.01% | 60,010 | 6,006 | 11.1% | $14.46万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $144.54万 | 0.01% | 9,996 | 513 | 5.4% | $7.42万 | 加仓 |
| TFC | TRUIST FINL CORP | $144.93万 | 0.01% | 29,091 | -2,247 | -7.2% | -$11.19万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $144.98万 | 0.01% | 42,473 | -1,725 | -3.9% | -$5.89万 | 减仓 |
| IVZ | INVESCO LTD | $145.26万 | 0.01% | 55,044 | -546 | -1.0% | -$1.44万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $148.06万 | 0.02% | 2,641 | 1,570 | 146.6% | $88.02万 | 加仓 |
| NNN | NNN REIT INC | $148.36万 | 0.02% | 31,884 | 2,102 | 7.1% | $9.78万 | 加仓 |
| GRNY | TIDAL TRUST I | $148.58万 | 0.02% | 53,735 | 27,061 | 101.5% | $74.82万 | 加仓 |
| BKH | BLACK HILLS CORP | $149.06万 | 0.02% | 20,035 | 1,058 | 5.6% | $7.87万 | 加仓 |
| TXN | TEXAS INSTRS INC | $150.44万 | 0.02% | 5,047 | 46 | 0.9% | $1.37万 | 加仓 |
| UNP | UNION PAC CORP | $152.22万 | 0.02% | 5,596 | 1,110 | 24.7% | $30.19万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $153.39万 | 0.02% | 2,402 | -320 | -11.8% | -$20.44万 | 减仓 |
| COP | CONOCOPHILLIPS | $153.75万 | 0.02% | 14,789 | 2,420 | 19.6% | $25.16万 | 加仓 |
| TPIF | TIMOTHY PLAN | $154.13万 | 0.02% | 41,309 | 10,545 | 34.3% | $39.34万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $154.23万 | 0.02% | 74,187 | 74,187 | — | $154.23万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $154.37万 | 0.02% | 78,879 | 6,114 | 8.4% | $11.97万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $156.25万 | 0.02% | 32,170 | 22,882 | 246.4% | $111.14万 | 加仓 |
| APH | AMPHENOL CORP | $156.77万 | 0.02% | 8,891 | 2,751 | 44.8% | $48.51万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $156.86万 | 0.02% | 17,058 | -4,840 | -22.1% | -$44.51万 | 减仓 |
| HRL | HORMEL FOODS CORP | $157.17万 | 0.02% | 63,323 | 26,737 | 73.1% | $66.36万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $157.21万 | 0.02% | 32,630 | -2,216 | -6.4% | -$10.68万 | 减仓 |
| SGOL | ETFS GOLD TR | $157.64万 | 0.02% | 41,234 | -41,346 | -50.1% | -$158.07万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $158.15万 | 0.02% | 51,666 | 17,233 | 50.0% | $52.75万 | 加仓 |
| SHOP | SHOPIFY INC | $158.23万 | 0.02% | 13,858 | 4,555 | 49.0% | $52.01万 | 加仓 |
| SCHQ | SCHWAB STRATEGIC TR | $159.93万 | 0.02% | 51,095 | 3,342 | 7.0% | $10.46万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $160.18万 | 0.02% | 33,595 | -3,182 | -8.7% | -$15.17万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $160.64万 | 0.02% | 19,443 | 3,171 | 19.5% | $26.20万 | 加仓 |
| TXG | 10X GENOMICS INC | $160.99万 | 0.02% | 41,989 | -3,196 | -7.1% | -$12.25万 | 重新持有 |
| — | WEBSTER FINL CORP | $161.68万 | 0.02% | 21,157 | 170 | 0.8% | $1.30万 | 加仓 |
| GDX | VANECK ETF TRUST | $165.13万 | 0.02% | 21,885 | 6,282 | 40.3% | $47.40万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $165.58万 | 0.02% | 119,465 | 17,572 | 17.2% | $24.35万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $166.11万 | 0.02% | 5,231 | 2,231 | 74.4% | $70.84万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $166.92万 | 0.02% | 36,573 | -1,536 | -4.0% | -$7.01万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $167.25万 | 0.02% | 172,427 | -17,390 | -9.2% | -$16.87万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $167.40万 | 0.02% | 6,740 | 572 | 9.3% | $14.21万 | 加仓 |
| SBUX | STARBUCKS CORP | $168.09万 | 0.02% | 16,449 | 1,151 | 7.5% | $11.76万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $168.54万 | 0.02% | 26,433 | 708 | 2.8% | $4.51万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $168.84万 | 0.02% | 19,442 | 844 | 4.5% | $7.33万 | 加仓 |
| GARP | ISHARES TR | $170.05万 | 0.02% | 20,599 | 6,652 | 47.7% | $54.91万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $170.33万 | 0.02% | 5,414 | 1,306 | 31.8% | $41.09万 | 加仓 |