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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $2.58亿 | 3.19% | 2,276,795 | 244,628 | 12.0% | $2,766.99万 | 加仓 |
| IVE | ISHARES TR | $2.35亿 | 2.91% | 1,111,650 | 110,007 | 11.0% | $2,322.80万 | 加仓 |
| IUSB | ISHARES TR | $1.74亿 | 2.16% | 3,776,645 | 414,230 | 12.3% | $1,913.33万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1.57亿 | 1.94% | 2,693,034 | -540,317 | -16.7% | -$3,143.56万 | 减仓 |
| IVV | ISHARES TR | $1.49亿 | 1.85% | 228,629 | 147,425 | 181.5% | $9,629.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.47亿 | 1.82% | 841,973 | 71,036 | 9.2% | $1,238.87万 | 加仓 |
| EFV | ISHARES TR | $1.46亿 | 1.81% | 1,959,652 | 154,207 | 8.5% | $1,146.53万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.40亿 | 1.74% | 1,264,131 | 89,845 | 7.7% | $996.02万 | 加仓 |
| SOXX | ISHARES TR | $1.37亿 | 1.69% | 416,193 | 10,086 | 2.5% | $331.49万 | 加仓 |
| — | TWO RDS SHARED TR | $1.25亿 | 1.55% | 12,459,908 | 927,349 | 8.0% | $929.31万 | 加仓 |
| QUAL | ISHARES TR | $1.15亿 | 1.42% | 597,656 | 61,633 | 11.5% | $1,182.18万 | 加仓 |
| IEMG | ISHARES INC | $1.15亿 | 1.42% | 1,642,001 | -489,470 | -23.0% | -$3,414.05万 | 减仓 |
| AAPL | APPLE INC | $1.12亿 | 1.39% | 441,530 | 23,168 | 5.5% | $587.98万 | 加仓 |
| MTUM | ISHARES TR | $1.06亿 | 1.31% | 440,369 | 39,967 | 10.0% | $959.17万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1.01亿 | 1.26% | 3,152,557 | 3,152,557 | — | $1.01亿 | 新建仓 |
| CIEN | CIENA CORP | $9,958.02万 | 1.23% | 256,498 | -1,785 | -0.7% | -$69.30万 | 减仓 |
| BIL | SPDR SERIES TRUST | $9,930.28万 | 1.23% | 1,083,618 | 171,116 | 18.8% | $1,568.11万 | 加仓 |
| — | TWO RDS SHARED TR | $9,003.18万 | 1.12% | 5,381,458 | 704,384 | 15.1% | $1,178.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $8,895.72万 | 1.10% | 240,314 | 34,939 | 17.0% | $1,293.34万 | 加仓 |
| GLD | SPDR GOLD TR | $8,620.95万 | 1.07% | 200,352 | -59,098 | -22.8% | -$2,542.93万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,065.10万 | 1.00% | 124,014 | -28,685 | -18.8% | -$1,865.50万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $7,999.33万 | 0.99% | 2,427,719 | 279,732 | 13.0% | $921.72万 | 加仓 |
| GOOGL | ALPHABET INC | $7,676.01万 | 0.95% | 266,936 | 20,917 | 8.5% | $601.49万 | 加仓 |
| ARKW | ARK ETF TR | $7,232.87万 | 0.90% | 599,691 | 62,119 | 11.6% | $749.22万 | 加仓 |
| C | CITIGROUP INC | $7,004.37万 | 0.87% | 617,615 | 55,097 | 9.8% | $624.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $6,886.40万 | 0.85% | 119,311 | -27,823 | -18.9% | -$1,605.89万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $6,705.79万 | 0.83% | 1,851,404 | 197,425 | 11.9% | $715.07万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $6,666.64万 | 0.83% | 266,048 | 15,646 | 6.2% | $392.06万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $6,514.80万 | 0.81% | 2,505,336 | -286,429 | -10.3% | -$744.82万 | 减仓 |
| AMZN | AMAZON COM INC | $6,240.13万 | 0.77% | 299,617 | 25,070 | 9.1% | $522.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $6,199.37万 | 0.77% | 210,748 | 18,192 | 9.4% | $535.14万 | 加仓 |
| IHE | ISHARES TR | $5,974.62万 | 0.74% | 689,274 | 46,657 | 7.3% | $404.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,892.26万 | 0.73% | 1,516,278 | -63,360 | -4.0% | -$246.22万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $5,795.12万 | 0.72% | 1,771,126 | 1,771,126 | — | $5,795.12万 | 新建仓 |
| MS | MORGAN STANLEY | $5,757.43万 | 0.71% | 349,847 | 32,657 | 10.3% | $537.44万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $5,661.44万 | 0.70% | 66,921 | 5,383 | 8.7% | $455.40万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,515.52万 | 0.68% | 625,626 | -192,696 | -23.5% | -$1,698.81万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $5,462.13万 | 0.68% | 2,350,832 | -252,612 | -9.7% | -$586.94万 | 减仓 |
| LLY | ELI LILLY & CO | $5,457.92万 | 0.68% | 59,340 | 4,343 | 7.9% | $399.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,077.85万 | 0.63% | 84,978 | 4,127 | 5.1% | $246.61万 | 加仓 |
| ORCL | ORACLE CORP | $4,931.96万 | 0.61% | 335,257 | 67,067 | 25.0% | $986.62万 | 加仓 |
| ASML | ASML HLDG NV | $4,787.67万 | 0.59% | 36,247 | 957 | 2.7% | $126.40万 | 加仓 |
| MBB | ISHARES TR | $4,752.42万 | 0.59% | 500,518 | 51,048 | 11.4% | $484.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,745.52万 | 0.59% | 108,645 | -3,322 | -3.0% | -$145.10万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $4,684.59万 | 0.58% | 1,399,847 | 173,208 | 14.1% | $579.64万 | 加仓 |
| TLH | ISHARES TR | $4,549.44万 | 0.56% | 451,692 | -66,715 | -12.9% | -$671.95万 | 减仓 |
| — | TWO RDS SHARED TR | $4,523.35万 | 0.56% | 5,327,856 | 572,972 | 12.1% | $486.45万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $4,476.55万 | 0.55% | 645,966 | 143,612 | 28.6% | $995.23万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $4,431.27万 | 0.55% | 967,316 | 266,396 | 38.0% | $1,220.36万 | 加仓 |
| SHV | ISHARES TR | $4,349.12万 | 0.54% | 393,978 | 37,435 | 10.5% | $413.24万 | 加仓 |
| ICF | ISHARES TR | $4,337.26万 | 0.54% | 700,801 | 74,418 | 11.9% | $460.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,281.65万 | 0.53% | 594,014 | 74,099 | 14.3% | $534.11万 | 加仓 |
| META | META PLATFORMS INC | $4,267.76万 | 0.53% | 74,594 | 4,373 | 6.2% | $250.19万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,155.92万 | 0.51% | 489,854 | 17,880 | 3.8% | $151.69万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $4,080.88万 | 0.51% | 785,389 | 264,008 | 50.6% | $1,371.79万 | 加仓 |
| — | TWO RDS SHARED TR | $3,920.82万 | 0.49% | 4,044,667 | 307,580 | 8.2% | $298.16万 | 加仓 |
| MSTR | STRATEGY INC | $3,812.00万 | 0.47% | 305,448 | 39,703 | 14.9% | $495.49万 | 加仓 |
| RTX | RTX CORPORATION | $3,807.82万 | 0.47% | 197,399 | 68,413 | 53.0% | $1,319.69万 | 加仓 |
| GOVT | ISHARES TR | $3,744.10万 | 0.46% | 1,634,267 | 1,252,520 | 328.1% | $2,869.52万 | 加仓 |
| IAGG | ISHARES TR | $3,689.42万 | 0.46% | 737,294 | 90,424 | 14.0% | $452.48万 | 加仓 |
| STOT | SSGA ACTIVE TR | $3,490.03万 | 0.43% | 740,512 | 183,882 | 33.0% | $866.64万 | 加仓 |
| — | EXXON MOBIL CORP | $3,345.26万 | 0.41% | 197,174 | 13,375 | 7.3% | $226.92万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $3,339.27万 | 0.41% | 1,372,548 | -160,435 | -10.5% | -$390.32万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $3,228.05万 | 0.40% | 199,595 | 34,670 | 21.0% | $560.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,217.30万 | 0.40% | 100,287 | -4,597 | -4.4% | -$147.48万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $3,210.72万 | 0.40% | 255,916 | 30,501 | 13.5% | $382.67万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $3,146.65万 | 0.39% | 637,231 | 60,724 | 10.5% | $299.86万 | 加仓 |
| SLV | ISHARES SILVER TR | $3,136.62万 | 0.39% | 460,320 | -387,049 | -45.7% | -$2,637.35万 | 减仓 |
| SO | SOUTHERN CO | $2,936.36万 | 0.36% | 304,223 | 47,127 | 18.3% | $454.87万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2,848.39万 | 0.35% | 100,380 | 8,688 | 9.5% | $246.53万 | 加仓 |
| FLRT | PACER FDS TR | $2,740.83万 | 0.34% | 591,845 | -4,568 | -0.8% | -$21.15万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $2,726.52万 | 0.34% | 399,315 | 44,081 | 12.4% | $300.99万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,690.74万 | 0.33% | 407,749 | 13,350 | 3.4% | $88.10万 | 加仓 |
| V | VISA INC | $2,676.01万 | 0.33% | 88,539 | 4,103 | 4.9% | $124.01万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,667.97万 | 0.33% | 448,021 | 77,759 | 21.0% | $463.06万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,666.45万 | 0.33% | 694,028 | 149,869 | 27.5% | $575.80万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,661.49万 | 0.33% | 798,491 | 76,540 | 10.6% | $255.12万 | 加仓 |
| AOM | ISHARES TR | $2,652.68万 | 0.33% | 559,991 | 28,373 | 5.3% | $134.40万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,641.74万 | 0.33% | 319,243 | 43,570 | 15.8% | $360.54万 | 加仓 |
| EFG | ISHARES TR | $2,618.09万 | 0.32% | 235,080 | 135,299 | 135.6% | $1,506.83万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,536.16万 | 0.31% | 348,469 | 36,225 | 11.6% | $263.65万 | 加仓 |
| DXJ | WISDOMTREE TR | $2,474.90万 | 0.31% | 156,067 | 29,711 | 23.5% | $471.16万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,440.79万 | 0.30% | 686,966 | 73,790 | 12.0% | $262.18万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $2,411.86万 | 0.30% | 221,312 | 25,115 | 12.8% | $273.70万 | 加仓 |
| AOR | ISHARES TR | $2,277.26万 | 0.28% | 353,886 | 32,153 | 10.0% | $206.90万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $2,259.62万 | 0.28% | 732,383 | 160,433 | 28.1% | $494.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,232.28万 | 0.28% | 44,676 | 4,084 | 10.1% | $204.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,192.02万 | 0.27% | 436,658 | 53,377 | 13.9% | $267.95万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $2,174.78万 | 0.27% | 163,235 | 14,577 | 9.8% | $194.21万 | 加仓 |
| VALE | VALE S A | $2,166.32万 | 0.27% | 1,361,607 | 97,605 | 7.7% | $155.29万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $2,149.89万 | 0.27% | 144,063 | 14,329 | 11.0% | $213.84万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,137.36万 | 0.26% | 426,790 | 176,854 | 70.8% | $885.69万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,126.25万 | 0.26% | 128,599 | 7,998 | 6.6% | $132.24万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,108.23万 | 0.26% | 405,976 | -403,796 | -49.9% | -$2,096.91万 | 减仓 |
| CRM | SALESFORCE INC | $2,090.46万 | 0.26% | 111,987 | 15,751 | 16.4% | $294.02万 | 加仓 |
| T | AT&T INC | $1,987.18万 | 0.25% | 685,471 | 88,967 | 14.9% | $257.92万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,970.82万 | 0.24% | 336,662 | 34,117 | 11.3% | $199.72万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $1,944.77万 | 0.24% | 251,328 | 32,866 | 15.0% | $254.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,883.54万 | 0.23% | 77,707 | 9,001 | 13.1% | $218.18万 | 加仓 |
| AVGO | BROADCOM INC | $1,874.88万 | 0.23% | 60,576 | 4,219 | 7.5% | $130.58万 | 加仓 |