13F 机构持仓

Foundations Investment Advisors, LLC

PHOENIX AZ · SEC CIK 0001743404

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$97.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVW 3.2%
IVE 2.9%
IUSB 2.2%
DYNF 1.9%
IVV 1.9%
NVDA 1.8%
EFV 1.8%
XLC 1.7%
SOXX 1.7%
TWO RDS SHARED 1.5%

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
FTC FIRST TR EXCHANGE-TRADED ALP $24.44万0.00%1,586 10.1% $154 加仓
INTF ISHARES TR $24.39万0.00%6,261 00.0% — 不变
LVHI LEGG MASON ETF INVT $24.38万0.00%6,013 -5,426-47.4% -$22.00万 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $24.28万0.00%47,612 17,65859.0% $9.01万 加仓
EVRG EVERGY INC $24.26万0.00%2,962 2,962— $24.26万 新建仓
— INNOVATOR ETFS TRUST $24.24万0.00%7,954 -6,359-44.4% -$19.38万 减仓
PFLD ETF SER SOLUTIONS $24.20万0.00%12,501 1,15310.2% $2.23万 加仓
— INNOVATOR ETFS TRUST $24.13万0.00%7,183 7,183— $24.13万 新建仓
AZO AUTOZONE INC $24.09万0.00%71 -14-16.5% -$4.75万 减仓
EOG EOG RES INC $24.09万0.00%1,666 1,666— $24.09万 新建仓
TCHP T ROWE PRICE ETF INC $24.04万0.00%5,441 5,441— $24.04万 新建仓
TAN INVESCO EXCH TRADED FD TR II $24.01万0.00%4,310 -19,572-82.0% -$109.04万 减仓
VIGI VANGUARD WHITEHALL FDS $24.00万0.00%2,713 -5,487-66.9% -$48.54万 减仓
CAG CONAGRA BRANDS INC $23.98万0.00%15,253 15,253— $23.98万 新建仓
EBAY EBAY INC. $23.98万0.00%2,634 -553-17.4% -$5.03万 减仓
— FIRST TR EXCHNG TRADED FD VI $23.98万0.00%11,131 11,131— $23.98万 新建仓
BITB BITWISE BITCOIN ETF TR $23.93万0.00%6,501 -7,043-52.0% -$25.93万 减仓
— INNOVATOR ETFS TRUST $23.82万0.00%5,758 -261-4.3% -$1.08万 减仓
P EVERPURE INC $23.81万0.00%4,033 4,033— $23.81万 新建仓
FAST FASTENAL CO $23.76万0.00%5,121 5,121— $23.76万 新建仓
QFLR INNOVATOR ETFS TRUST $23.76万0.00%7,134 7,134— $23.76万 新建仓
FFOG FRANKLIN TEMPLETON ETF TR $23.71万0.00%5,772 -3,726-39.2% -$15.31万 减仓
FIDU FIDELITY COVINGTON TRUST $23.66万0.00%2,735 2,735— $23.66万 新建仓
KHC KRAFT HEINZ CO $23.62万0.00%10,502 -8,460-44.6% -$19.03万 减仓
PSK SPDR SERIES TRUST $23.61万0.00%7,655 69910.0% $2.16万 加仓
— SPROTT FDS TR $23.56万0.00%3,981 3,981— $23.56万 新建仓
IP INTERNATIONAL PAPER CO $23.56万0.00%6,598 550.8% $1,964 加仓
DFIV DIMENSIONAL ETF TRUST $23.54万0.00%4,459 4,459— $23.54万 新建仓
MOS MOSAIC CO $23.53万0.00%9,226 -4,794-34.2% -$12.22万 减仓
IBDU ISHARES TR $23.42万0.00%10,069 10,069— $23.42万 新建仓
XMHQ INVESCO EXCHANGE TRADED FD T $23.40万0.00%2,264 -161,020-98.6% -$1,664.27万 减仓
CIFR CIPHER DIGITAL INC $23.40万0.00%18,178 -27,003-59.8% -$34.75万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $23.38万0.00%1,118 545.1% $1.13万 加仓
— INNOVATOR ETFS TRUST $23.36万0.00%8,570 8,570— $23.36万 新建仓
HWM HOWMET AEROSPACE INC $23.34万0.00%1,013 1,013— $23.34万 新建仓
BF/B BROWN FORMAN CORP $23.26万0.00%8,797 8,797— $23.26万 新建仓
— ELECTRONIC ARTS INC $23.22万0.00%1,139 -4-0.3% -$815 减仓
SPYD SPDR SERIES TRUST $23.20万0.00%5,098 -378-6.9% -$1.72万 减仓
AVDV AMERICAN CENTY ETF TR $23.16万0.00%2,319 -35,932-93.9% -$358.85万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $23.16万0.00%5,444 5,444— $23.16万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $23.13万0.00%5,633 -47-0.8% -$1,930 重新持有
LGLV SPDR SERIES TRUST $23.08万0.00%1,296 -28-2.1% -$4,987 减仓
B BARRICK MNG CORP $22.94万0.00%5,623 5,623— $22.94万 新建仓
ISPY PROSHARES TR $22.80万0.00%5,260 -2,639-33.4% -$11.44万 减仓
VNLA JANUS DETROIT STR TR $22.76万0.00%4,659 4,659— $22.76万 新建仓
EQIX EQUINIX INC $22.76万0.00%232 -122-34.5% -$11.97万 减仓
CEF SPROTT ASSET MANAGEMENT LP $22.71万0.00%4,758 -8-0.2% -$382 减仓
DBA INVESCO DB MULTI-SECTOR COMM $22.68万0.00%8,303 -1,618-16.3% -$4.42万 重新持有
GM GENERAL MTRS CO $22.66万0.00%3,042 -10,400-77.4% -$77.47万 减仓
SPMB SPDR SERIES TRUST $22.65万0.00%10,117 10,117— $22.65万 新建仓
REGN REGENERON PHARMACEUTICALS $22.62万0.00%293 293— $22.62万 新建仓
TD TORONTO DOMINION BK ONT $22.61万0.00%2,423 -85-3.4% -$7,931 减仓
RY ROYAL BK CDA $22.60万0.00%1,397 -203-12.7% -$3.28万 重新持有
IJK ISHARES TR $22.49万0.00%2,236 2,236— $22.49万 新建仓
MFDX PIMCO EQUITY SER $22.44万0.00%5,635 10.0% $40 加仓
FDN FIRST TR EXCHANGE-TRADED FD $22.42万0.00%958 -3,080-76.3% -$72.08万 减仓
XSOE WISDOMTREE TR $22.40万0.00%5,587 -2,789-33.3% -$11.18万 减仓
VOOV VANGUARD ADMIRAL FDS INC $22.38万0.00%1,098 1,098— $22.38万 新建仓
ARM ARM HOLDINGS PLC $22.36万0.00%1,478 1,478— $22.36万 新建仓
LEU CENTRUS ENERGY CORP $22.29万0.00%1,284 1,284— $22.29万 新建仓
JMOM J P MORGAN EXCHANGE TRADED F $22.23万0.00%3,273 3,273— $22.23万 新建仓
PEGA PEGASYSTEMS INC $22.21万0.00%5,218 1,50940.7% $6.42万 加仓
EXPD EXPEDITORS INTL WASH INC $22.21万0.00%1,550 -124-7.4% -$1.78万 减仓
Q QNITY ELECTRONICS INC $22.18万0.00%1,923 1,923— $22.18万 新建仓
BMAY INNOVATOR ETFS TRUST $22.17万0.00%4,940 -62-1.2% -$2,782 减仓
BDEC INNOVATOR ETFS TRUST $22.16万0.00%4,617 -83-1.8% -$3,984 重新持有
VUSB VANGUARD BD INDEX FDS $22.12万0.00%4,443 1473.4% $7,319 加仓
SLB SLB LIMITED $22.06万0.00%4,292 4,292— $22.06万 新建仓
XONE BONDBLOXX ETF TRUST $22.04万0.00%4,451 4,451— $22.04万 新建仓
BMRN BIOMARIN PHARMACEUTICAL INC $22.04万0.00%3,901 00.0% — 不变
DAUG FIRST TR EXCHNG TRADED FD VI $22.02万0.00%5,055 53711.9% $2.34万 加仓
FFLC FIDELITY COVINGTON TRUST $21.92万0.00%4,273 -1,217-22.2% -$6.24万 减仓
PAAS PAN AMERN SILVER CORP $21.85万0.00%3,999 3,999— $21.85万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $21.83万0.00%10,228 -2,093-17.0% -$4.47万 减仓
— INNOVATOR ETFS TRUST $21.68万0.00%7,843 00.0% — 不变
PECO PHILLIPS EDISON & CO INC $21.61万0.00%5,776 -781-11.9% -$2.92万 减仓
FTXL FIRST TR EXCHANGE TRADED FD $21.59万0.00%1,464 1,464— $21.59万 新建仓
UEC URANIUM ENERGY CORP $21.54万0.00%15,957 2,88122.0% $3.89万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $21.45万0.00%2,821 2,821— $21.45万 新建仓
ECL ECOLAB INC $21.38万0.00%804 -38-4.5% -$1.01万 减仓
BUFF INNOVATOR ETFS TRUST $21.36万0.00%4,324 4,324— $21.36万 新建仓
STAG STAG INDUSTRIAL INC $21.31万0.00%5,909 5,909— $21.31万 新建仓
DASH DOORDASH INC $21.23万0.00%1,414 705.2% $1.05万 加仓
— FIRST TR EXCHNG TRADED FD VI $21.21万0.00%6,906 00.0% — 不变
IJJ ISHARES TR $21.17万0.00%1,598 1,598— $21.17万 新建仓
UAL UNITED AIRLS HLDGS INC $20.99万0.00%2,280 1064.9% $9,759 加仓
ALLE ALLEGION PLC $20.98万0.00%1,444 1,444— $20.98万 新建仓
SPOT SPOTIFY TECHNOLOGY S A $20.92万0.00%431 10.2% $485 加仓
— CANOPY GROWTH CORPORATION $20.88万0.00%220,022 -205,014-48.2% -$19.46万 减仓
IBTJ ISHARES TR $20.88万0.00%9,560 480.5% $1,048 加仓
BFEB INNOVATOR ETFS TRUST $20.84万0.00%4,369 4,369— $20.84万 新建仓
SPHD INVESCO EXCH TRADED FD TR II $20.80万0.00%4,192 4,192— $20.80万 新建仓
MLPX GLOBAL X FDS $20.69万0.00%2,798 -2,495-47.1% -$18.45万 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $20.64万0.00%5,331 5,331— $20.64万 新建仓
BMAR INNOVATOR ETFS TRUST $20.63万0.00%3,931 3,931— $20.63万 新建仓
WHR WHIRLPOOL CORP $20.61万0.00%3,822 742.0% $3,990 加仓
— AIM ETF PRODUCTS TRUST $20.58万0.00%6,184 6,184— $20.58万 新建仓
HIG HARTFORD INSURANCE GROUP INC $20.45万0.00%1,512 00.0% — 不变
EMN EASTMAN CHEM CO $20.44万0.00%2,678 -3,703-58.0% -$28.26万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $20.43万0.00%4,513 4,513— $20.43万 新建仓