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 |
|---|---|---|---|---|---|---|---|---|
| SLYG | SPDR SERIES TRUST | $35.33万 | 0.00% | 2,966 | -87 | -2.8% | -$1.04万 | 减仓 |
| RMBS | RAMBUS INC DEL | $35.03万 | 0.00% | 2,639 | 2,639 | — | $35.03万 | 新建仓 |
| BMAY | INNOVATOR ETFS TRUST | $34.88万 | 0.00% | 7,367 | 2,427 | 49.1% | $11.49万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.36万 | 0.00% | 3,575 | -76 | -2.1% | -$7,306 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $34.24万 | 0.00% | 3,419 | 213 | 6.6% | $2.13万 | 加仓 |
| MLPA | GLOBAL X FDS | $34.06万 | 0.00% | 6,416 | -261,913 | -97.6% | -$1,390.23万 | 减仓 |
| GM | GENERAL MTRS CO | $34.05万 | 0.00% | 4,418 | 1,376 | 45.2% | $10.61万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $33.95万 | 0.00% | 5,568 | -253 | -4.3% | -$1.54万 | 减仓 |
| TSSI | TSS INC DEL | $33.83万 | 0.00% | 27,504 | 17,504 | 175.0% | $21.53万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $33.79万 | 0.00% | 12,675 | 348 | 2.8% | $9,278 | 加仓 |
| BDC | BELDEN INC | $33.77万 | 0.00% | 2,816 | 2,816 | — | $33.77万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $33.76万 | 0.00% | 5,853 | -18,952 | -76.4% | -$109.30万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $33.71万 | 0.00% | 424 | -743 | -63.7% | -$59.07万 | 减仓 |
| SGRY | SURGERY PARTNERS INC 看涨期权 | $33.60万 | 0.00% | 20,000 | 20,000 | — | $33.60万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $33.54万 | 0.00% | 4,866 | -606 | -11.1% | -$4.18万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $33.36万 | 0.00% | 16,110 | -150 | -0.9% | -$3,107 | 减仓 |
| HUBB | HUBBELL INC | $33.36万 | 0.00% | 638 | 43 | 7.2% | $2.25万 | 加仓 |
| TIP | ISHARES TR | $33.33万 | 0.00% | 3,046 | 588 | 23.9% | $6.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.27万 | 0.00% | 9,208 | -188 | -2.0% | -$6,792 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $33.24万 | 0.00% | 5,583 | -39 | -0.7% | -$2,322 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $33.14万 | 0.00% | 29,725 | -354 | -1.2% | -$3,947 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $33.09万 | 0.00% | 15,721 | 15,721 | — | $33.09万 | 新建仓 |
| EWY | ISHARES INC | $32.98万 | 0.00% | 1,633 | -69,141 | -97.7% | -$1,396.28万 | 重新持有 |
| IBDU | ISHARES TR | $32.97万 | 0.00% | 14,236 | 4,167 | 41.4% | $9.65万 | 加仓 |
| DUOL | DUOLINGO INC | $32.89万 | 0.00% | 2,860 | 2,860 | — | $32.89万 | 新建仓 |
| CBRE | CBRE GROUP INC | $32.88万 | 0.00% | 2,441 | 397 | 19.4% | $5.35万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $32.88万 | 0.00% | 6,235 | -2,752 | -30.6% | -$14.51万 | 减仓 |
| GLPI | GAMING & LEISURE P | $32.78万 | 0.00% | 7,361 | -1,669 | -18.5% | -$7.43万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $32.65万 | 0.00% | 1,996 | -190 | -8.7% | -$3.11万 | 减仓 |
| DIV | GLOBAL X FDS | $32.61万 | 0.00% | 17,117 | -66 | -0.4% | -$1,257 | 减仓 |
| EBAY | EBAY INC. | $32.60万 | 0.00% | 2,918 | 284 | 10.8% | $3.17万 | 加仓 |
| CTVA | CORTEVA INC | $32.60万 | 0.00% | 3,849 | 251 | 7.0% | $2.13万 | 加仓 |
| GWW | WW GRAINGER INC | $32.53万 | 0.00% | 239 | 4 | 1.7% | $5,444 | 加仓 |
| PLD | PROLOGIS INC. | $32.52万 | 0.00% | 2,400 | 111 | 4.8% | $1.50万 | 加仓 |
| PCG | PG&E CORP | $32.28万 | 0.00% | 19,189 | 1,194 | 6.6% | $2.01万 | 加仓 |
| EWZ | ISHARES INC | $32.27万 | 0.00% | 9,353 | 320 | 3.5% | $1.10万 | 加仓 |
| HYLN | HYLIION HOLDINGS CORP | $32.11万 | 0.00% | 61,639 | 61,639 | — | $32.11万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $31.99万 | 0.00% | 3,507 | 3,507 | — | $31.99万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $31.95万 | 0.00% | 2,595 | 185 | 7.7% | $2.28万 | 加仓 |
| NVT | NVENT ELEC PLC | $31.81万 | 0.00% | 1,876 | 1,876 | — | $31.81万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $31.78万 | 0.00% | 1,491 | 125 | 9.2% | $2.66万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $31.75万 | 0.00% | 1,885 | -74 | -3.8% | -$1.25万 | 减仓 |
| IYG | ISHARES TR | $31.74万 | 0.00% | 3,508 | -1,614 | -31.5% | -$14.60万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $31.67万 | 0.00% | 9,118 | 1,598 | 21.2% | $5.55万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $31.64万 | 0.00% | 14,150 | 1,058 | 8.1% | $2.37万 | 加仓 |
| SDY | SPDR SERIES TRUST | $31.47万 | 0.00% | 2,068 | 245 | 13.4% | $3.73万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $31.40万 | 0.00% | 6,742 | 6,742 | — | $31.40万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.33万 | 0.00% | 15,604 | -200 | -1.3% | -$4,015 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $31.26万 | 0.00% | 13,107 | -1,018 | -7.2% | -$2.43万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.09万 | 0.00% | 12,390 | -625 | -4.8% | -$1.57万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $31.05万 | 0.00% | 3,162 | -2,413 | -43.3% | -$23.70万 | 重新持有 |
| DOW | DOW HLDGS INC | $31.02万 | 0.00% | 11,336 | -2,386 | -17.4% | -$6.53万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $31.01万 | 0.00% | 5,518 | 192 | 3.6% | $1.08万 | 加仓 |
| CPRT | COPART INC | $31.01万 | 0.00% | 11,000 | 100 | 0.9% | $2,819 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $30.84万 | 0.00% | 4,643 | 1,286 | 38.3% | $8.54万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $30.83万 | 0.00% | 933 | -52 | -5.3% | -$1.72万 | 减仓 |
| ICLN | ISHARES TR | $30.81万 | 0.00% | 15,037 | 15,037 | — | $30.81万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $30.78万 | 0.00% | 3,105 | 3,105 | — | $30.78万 | 新建仓 |
| SCO | PROSHARES TR II | $30.64万 | 0.00% | 8,750 | 8,750 | — | $30.64万 | 新建仓 |
| POOL | POOL CORP | $30.49万 | 0.00% | 1,419 | 20 | 1.4% | $4,298 | 加仓 |
| RPM | RPM INTL INC | $30.38万 | 0.00% | 2,733 | 701 | 34.5% | $7.79万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $30.37万 | 0.00% | 2,234 | -46 | -2.0% | -$6,254 | 减仓 |
| XT | ISHARES TR | $30.28万 | 0.00% | 3,665 | -110 | -2.9% | -$9,089 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.14万 | 0.00% | 1,706 | -40 | -2.3% | -$7,067 | 减仓 |
| VMI | VALMONT INDS INC | $30.09万 | 0.00% | 521 | 521 | — | $30.09万 | 新建仓 |
| TRMB | TRIMBLE INC | $29.95万 | 0.00% | 5,851 | 1,153 | 24.5% | $5.90万 | 加仓 |
| KKR | KKR & CO INC | $29.90万 | 0.00% | 3,258 | 436 | 15.5% | $4.00万 | 加仓 |
| XE | X-ENERGY INC | $29.87万 | 0.00% | 16,267 | 16,267 | — | $29.87万 | 新建仓 |
| CGNX | COGNEX CORP | $29.73万 | 0.00% | 4,105 | 4,105 | — | $29.73万 | 新建仓 |
| BJUL | INNOVATOR ETFS TRUST | $29.71万 | 0.00% | 5,471 | -69 | -1.2% | -$3,747 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $29.71万 | 0.00% | 6,830 | 1,167 | 20.6% | $5.08万 | 加仓 |
| AVT | AVNET INC | $29.66万 | 0.00% | 3,339 | 75 | 2.3% | $6,662 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $29.60万 | 0.00% | 4,909 | -19,969 | -80.3% | -$120.40万 | 重新持有 |
| — | ROBO.AI INC. | $29.57万 | 0.00% | 67,500 | 67,500 | — | $29.57万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $29.53万 | 0.00% | 7,151 | 7,151 | — | $29.53万 | 新建仓 |
| TMFC | RBB FD INC | $29.39万 | 0.00% | 3,859 | -239 | -5.8% | -$1.82万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $29.31万 | 0.00% | 9,914 | -626 | -5.9% | -$1.85万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $29.25万 | 0.00% | 8,230 | -806 | -8.9% | -$2.86万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $29.12万 | 0.00% | 2,114 | -473 | -18.3% | -$6.52万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $29.11万 | 0.00% | 4,514 | 1 | 0.0% | $64 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $29.10万 | 0.00% | 1,502 | -84 | -5.3% | -$1.63万 | 减仓 |
| — | GLOBAL X FDS | $29.09万 | 0.00% | 7,542 | 7,542 | — | $29.09万 | 新建仓 |
| AVLC | AMERICAN CENTY ETF TR | $29.08万 | 0.00% | 3,233 | 3,233 | — | $29.08万 | 新建仓 |
| DDOG | DATADOG INC | $29.01万 | 0.00% | 1,116 | -834 | -42.8% | -$21.68万 | 重新持有 |
| PYPL | PAYPAL HLDGS INC | $28.91万 | 0.00% | 6,698 | 2,858 | 74.4% | $12.34万 | 加仓 |
| SANM | SANMINA CORP | $28.75万 | 0.00% | 1,136 | 1,136 | — | $28.75万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.73万 | 0.00% | 6,966 | -27,434 | -79.8% | -$113.16万 | 减仓 |
| KHC | KRAFT HEINZ CO | $28.67万 | 0.00% | 12,139 | 1,637 | 15.6% | $3.87万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $28.67万 | 0.00% | 5,638 | 1,446 | 34.5% | $7.35万 | 加仓 |
| — | PROSHARES TR II | $28.61万 | 0.00% | 10,425 | 10,425 | — | $28.61万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $28.58万 | 0.00% | 7,968 | -877 | -9.9% | -$3.15万 | 减仓 |
| — | QTREX QUANTUM LTD | $28.51万 | 0.00% | 198,000 | 198,000 | — | $28.51万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $28.36万 | 0.00% | 12,599 | 159 | 1.3% | $3,579 | 加仓 |
| IBRX | IMMUNITYBIO INC | $28.35万 | 0.00% | 32,376 | 117 | 0.4% | $1,024 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $28.21万 | 0.00% | 4,770 | 460 | 10.7% | $2.72万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $28.03万 | 0.00% | 10,510 | 2,207 | 26.6% | $5.89万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.97万 | 0.00% | 639 | 62 | 10.7% | $2.71万 | 加仓 |
| — | TIDAL TRUST I | $27.93万 | 0.00% | 9,629 | -2,510 | -20.7% | -$7.28万 | 减仓 |
| OMC | OMNICOM GROUP INC | $27.93万 | 0.00% | 3,834 | -1,052 | -21.5% | -$7.66万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $27.73万 | 0.00% | 1,797 | 396 | 28.3% | $6.11万 | 重新持有 |