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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3.67亿 | 3.78% | 490,520 | 261,891 | 114.5% | $1.96亿 | 加仓 |
| IVW | ISHARES TR | $3.32亿 | 3.41% | 2,410,689 | 133,894 | 5.9% | $1,841.44万 | 加仓 |
| IVE | ISHARES TR | $2.78亿 | 2.86% | 1,225,561 | 113,911 | 10.2% | $2,586.46万 | 加仓 |
| SOXX | ISHARES TR | $2.33亿 | 2.40% | 364,192 | -52,001 | -12.5% | -$3,332.02万 | 减仓 |
| IUSB | ISHARES TR | $2.30亿 | 2.37% | 4,994,324 | 1,217,679 | 32.2% | $5,619.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.02亿 | 2.08% | 2,970,337 | 277,303 | 10.3% | $1,885.94万 | 加仓 |
| AESR | HORIZON FDS | $1.95亿 | 2.01% | 9,388,555 | 9,388,555 | — | $1.95亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $1.80亿 | 1.85% | 900,603 | 58,630 | 7.0% | $1,173.13万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.72亿 | 1.77% | 1,602,607 | 338,476 | 26.8% | $3,626.09万 | 加仓 |
| AAPL | APPLE INC | $1.36亿 | 1.40% | 469,893 | 28,363 | 6.4% | $820.71万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1.27亿 | 1.31% | 3,464,938 | 312,381 | 9.9% | $1,143.31万 | 加仓 |
| MTUM | ISHARES TR | $1.21亿 | 1.24% | 352,034 | -88,335 | -20.1% | -$3,028.39万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1.14亿 | 1.17% | 2,163,848 | -263,871 | -10.9% | -$1,391.13万 | 减仓 |
| GOOGL | ALPHABET INC | $1.13亿 | 1.16% | 315,544 | 48,608 | 18.2% | $1,737.10万 | 加仓 |
| ARKW | ARK ETF TR | $1.06亿 | 1.09% | 731,008 | 131,317 | 21.9% | $1,902.26万 | 加仓 |
| IEMG | ISHARES INC | $1.04亿 | 1.07% | 1,260,159 | -381,842 | -23.3% | -$3,163.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.01亿 | 1.04% | 269,741 | 29,427 | 12.2% | $1,097.68万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.01亿 | 1.04% | 300,489 | 34,441 | 12.9% | $1,153.14万 | 加仓 |
| HBTA | HORIZON FDS | $8,226.04万 | 0.85% | 2,516,378 | 2,516,378 | — | $8,226.04万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,161.70万 | 0.84% | 109,293 | -14,721 | -11.9% | -$1,099.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $8,109.27万 | 0.83% | 110,120 | -9,191 | -7.7% | -$676.83万 | 减仓 |
| MS | MORGAN STANLEY | $7,918.33万 | 0.82% | 378,795 | 28,948 | 8.3% | $605.13万 | 加仓 |
| LLY | ELI LILLY & CO | $7,880.97万 | 0.81% | 65,706 | 6,366 | 10.7% | $763.56万 | 加仓 |
| EFG | ISHARES TR | $7,768.28万 | 0.80% | 624,359 | 389,279 | 165.6% | $4,843.41万 | 加仓 |
| BIL | SPDR SERIES TRUST | $7,713.27万 | 0.79% | 841,692 | -241,926 | -22.3% | -$2,217.01万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $7,681.37万 | 0.79% | 1,781,807 | -69,597 | -3.8% | -$300.03万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $7,657.08万 | 0.79% | 2,729,797 | 2,729,797 | — | $7,657.08万 | 新建仓 |
| ASML | ASML HLDG NV | $7,609.04万 | 0.78% | 38,247 | 2,000 | 5.5% | $397.89万 | 加仓 |
| AMZN | AMAZON COM INC | $7,439.38万 | 0.77% | 312,133 | 12,516 | 4.2% | $298.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $7,419.59万 | 0.76% | 226,670 | 15,922 | 7.6% | $521.18万 | 加仓 |
| C | CITIGROUP INC | $7,413.51万 | 0.76% | 529,688 | -87,927 | -14.2% | -$1,230.63万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,288.30万 | 0.75% | 72,064 | 5,143 | 7.7% | $520.15万 | 加仓 |
| EFV | ISHARES TR | $7,086.42万 | 0.73% | 925,724 | -1,033,928 | -52.8% | -$7,914.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,063.65万 | 0.73% | 1,592,347 | 76,069 | 5.0% | $337.44万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $6,711.98万 | 0.69% | 2,112,012 | 340,886 | 19.2% | $1,083.34万 | 加仓 |
| GOVT | ISHARES TR | $6,710.75万 | 0.69% | 2,945,895 | 1,311,628 | 80.3% | $2,987.89万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $6,573.81万 | 0.68% | 2,369,018 | -136,318 | -5.4% | -$378.27万 | 减仓 |
| SHV | ISHARES TR | $6,485.52万 | 0.67% | 587,723 | 193,745 | 49.2% | $2,137.97万 | 加仓 |
| VCR | VANGUARD WORLD FD | $6,396.47万 | 0.66% | 161,278 | 160,121 | 13,839.3% | $6,350.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,210.36万 | 0.64% | 90,423 | 5,445 | 6.4% | $373.97万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $6,210.13万 | 0.64% | 619,285 | -26,681 | -4.1% | -$267.55万 | 减仓 |
| CIEN | CIENA CORP | $6,186.64万 | 0.64% | 126,114 | -130,384 | -50.8% | -$6,396.11万 | 减仓 |
| GLD | SPDR GOLD TR | $6,132.81万 | 0.63% | 166,480 | -33,872 | -16.9% | -$1,247.78万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $6,093.91万 | 0.63% | 2,211,857 | -138,975 | -5.9% | -$382.89万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,676.07万 | 0.58% | 658,936 | 7,066 | 1.1% | $60.87万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $5,301.80万 | 0.55% | 1,162,917 | 195,601 | 20.2% | $891.75万 | 加仓 |
| MBB | ISHARES TR | $5,285.21万 | 0.54% | 559,163 | 58,645 | 11.7% | $554.31万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,217.80万 | 0.54% | 691,008 | 65,382 | 10.5% | $493.70万 | 加仓 |
| ICF | ISHARES TR | $5,161.65万 | 0.53% | 763,220 | 62,419 | 8.9% | $422.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,123.52万 | 0.53% | 624,972 | 30,958 | 5.2% | $253.79万 | 加仓 |
| ORCL | ORACLE CORP | $5,034.87万 | 0.52% | 343,560 | 8,303 | 2.5% | $121.68万 | 加仓 |
| TLH | ISHARES TR | $4,860.74万 | 0.50% | 484,379 | 32,687 | 7.2% | $328.01万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $4,838.66万 | 0.50% | 934,014 | 148,625 | 18.9% | $769.95万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $4,739.51万 | 0.49% | 1,382,990 | -16,857 | -1.2% | -$57.77万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $4,726.86万 | 0.49% | 529,917 | 40,063 | 8.2% | $357.36万 | 加仓 |
| — | TWO RDS SHARED TR | $4,598.49万 | 0.47% | 5,416,425 | 88,569 | 1.7% | $75.19万 | 加仓 |
| MP | MP MATERIALS CORP | $4,588.94万 | 0.47% | 819,308 | 802,545 | 4,787.6% | $4,495.05万 | 加仓 |
| META | META PLATFORMS INC | $4,437.93万 | 0.46% | 78,786 | 4,192 | 5.6% | $236.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,396.67万 | 0.45% | 118,816 | 18,529 | 18.5% | $685.65万 | 加仓 |
| RTX | RTX CORPORATION | $4,343.11万 | 0.45% | 228,910 | 31,511 | 16.0% | $597.86万 | 加仓 |
| QUAL | ISHARES TR | $4,203.09万 | 0.43% | 191,546 | -406,110 | -68.0% | -$8,911.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,967.25万 | 0.41% | 116,335 | 3,150 | 2.8% | $107.42万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3,932.66万 | 0.40% | 212,312 | 12,717 | 6.4% | $235.56万 | 加仓 |
| STOT | SSGA ACTIVE TR | $3,899.26万 | 0.40% | 828,575 | 88,063 | 11.9% | $414.42万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $3,765.14万 | 0.39% | 766,994 | 129,763 | 20.4% | $637.00万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,430.47万 | 0.35% | 423,202 | 23,887 | 6.0% | $193.63万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $3,382.93万 | 0.35% | 672,685 | 672,685 | — | $3,382.93万 | 新建仓 |
| CBRS | CEREBRAS SYSTEMS INC | $3,360.97万 | 0.35% | 152,080 | 152,080 | — | $3,360.97万 | 新建仓 |
| SO | SOUTHERN CO | $3,324.16万 | 0.34% | 347,316 | 43,093 | 14.2% | $412.44万 | 加仓 |
| V | VISA INC | $3,298.93万 | 0.34% | 96,153 | 7,614 | 8.6% | $261.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $3,281.17万 | 0.34% | 456,035 | 48,286 | 11.8% | $347.42万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $3,184.11万 | 0.33% | 1,297,354 | -75,194 | -5.5% | -$184.55万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,961.28万 | 0.30% | 502,082 | 54,061 | 12.1% | $318.85万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,958.17万 | 0.30% | 291,445 | 291,445 | — | $2,958.17万 | 新建仓 |
| — | EXXON MOBIL CORP | $2,915.54万 | 0.30% | 213,249 | 16,075 | 8.2% | $219.78万 | 加仓 |
| CAPE | DOUBLELINE ETF TRUST | $2,882.16万 | 0.30% | 888,523 | 156,140 | 21.3% | $506.48万 | 加仓 |
| AOM | ISHARES TR | $2,877.18万 | 0.30% | 576,705 | 16,714 | 3.0% | $83.39万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,876.44万 | 0.30% | 386,930 | 38,461 | 11.0% | $285.92万 | 加仓 |
| FLRT | PACER FDS TR | $2,873.51万 | 0.30% | 616,236 | 24,391 | 4.1% | $113.74万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,860.40万 | 0.29% | 346,086 | 26,843 | 8.4% | $221.86万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2,789.29万 | 0.29% | 290,612 | 34,696 | 13.6% | $333.01万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,782.80万 | 0.29% | 553,897 | 127,107 | 29.8% | $638.59万 | 加仓 |
| MSTR | STRATEGY INC | $2,765.86万 | 0.28% | 318,171 | 12,723 | 4.2% | $110.60万 | 加仓 |
| DXJ | WISDOMTREE TR | $2,755.13万 | 0.28% | 158,779 | 2,712 | 1.7% | $47.06万 | 加仓 |
| AOR | ISHARES TR | $2,705.37万 | 0.28% | 389,262 | 35,376 | 10.0% | $245.86万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,699.22万 | 0.28% | 724,427 | 37,461 | 5.5% | $139.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,669.60万 | 0.27% | 94,933 | 17,226 | 22.2% | $484.41万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $2,663.97万 | 0.27% | 111,458 | 11,078 | 11.0% | $264.78万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $2,635.39万 | 0.27% | 145,674 | 17,075 | 13.3% | $308.90万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $2,634.57万 | 0.27% | 154,711 | 10,648 | 7.4% | $181.32万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $2,610.66万 | 0.27% | 844,863 | 46,372 | 5.8% | $143.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $2,597.46万 | 0.27% | 50,574 | 5,898 | 13.2% | $302.92万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,521.42万 | 0.26% | 757,409 | 63,381 | 9.1% | $211.00万 | 加仓 |
| AVGO | BROADCOM INC | $2,452.09万 | 0.25% | 64,913 | 4,337 | 7.2% | $163.83万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $2,437.55万 | 0.25% | 174,905 | 11,670 | 7.1% | $162.64万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,402.33万 | 0.25% | 55,439 | -1,173 | -2.1% | -$50.83万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $2,395.93万 | 0.25% | 667,707 | 104,085 | 18.5% | $373.49万 | 加仓 |
| VALE | VALE S A | $2,257.66万 | 0.23% | 1,501,100 | 139,493 | 10.2% | $209.80万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $2,220.99万 | 0.23% | 692,163 | 692,163 | — | $2,220.99万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $2,214.42万 | 0.23% | 229,497 | 11,589 | 5.3% | $111.82万 | 加仓 |