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 |
|---|---|---|---|---|---|---|---|---|
| YUM | YUM BRANDS INC | $27.64万 | 0.00% | 1,729 | 97 | 5.9% | $1.55万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $27.56万 | 0.00% | 10,674 | 10,674 | — | $27.56万 | 新建仓 |
| BMAR | INNOVATOR ETFS TRUST | $27.53万 | 0.00% | 4,778 | 847 | 21.5% | $4.88万 | 加仓 |
| IQV | IQVIA HLDGS INC | $27.50万 | 0.00% | 1,423 | -160 | -10.1% | -$3.09万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $27.49万 | 0.00% | 10,773 | -382 | -3.4% | -$9,749 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $27.48万 | 0.00% | 3,216 | -57 | -1.7% | -$4,871 | 减仓 |
| EMB | ISHARES TR | $27.45万 | 0.00% | 2,846 | -120 | -4.0% | -$1.16万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $27.44万 | 0.00% | 3,097 | 3,097 | — | $27.44万 | 新建仓 |
| — | BELPOINTE PREP LLC | $27.41万 | 0.00% | 6,052 | -1,962 | -24.5% | -$8.89万 | 减仓 |
| DASH | DOORDASH INC | $27.31万 | 0.00% | 1,483 | 69 | 4.9% | $1.27万 | 加仓 |
| — | PROSHARES TR | $27.29万 | 0.00% | 11,262 | -720 | -6.0% | -$1.74万 | 减仓 |
| VHT | VANGUARD WORLD FD | $27.28万 | 0.00% | 912 | -11 | -1.2% | -$3,291 | 减仓 |
| BCS | BARCLAYS PLC | $27.12万 | 0.00% | 10,096 | 10,096 | — | $27.12万 | 新建仓 |
| — | TIDAL TRUST I | $27.09万 | 0.00% | 15,454 | -49,368 | -76.2% | -$86.54万 | 减仓 |
| IXN | ISHARES TR | $26.92万 | 0.00% | 1,863 | 1,863 | — | $26.92万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $26.76万 | 0.00% | 20,102 | -7,186 | -26.3% | -$9.56万 | 减仓 |
| ECL | ECOLAB INC | $26.69万 | 0.00% | 958 | 154 | 19.2% | $4.29万 | 加仓 |
| EQIX | EQUINIX INC | $26.60万 | 0.00% | 255 | 23 | 9.9% | $2.40万 | 加仓 |
| — | TIDAL TRUST II | $26.60万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.49万 | 0.00% | 11,040 | -14 | -0.1% | -$336 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $26.43万 | 0.00% | 3,422 | -385 | -10.1% | -$2.97万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $26.39万 | 0.00% | 780 | 780 | — | $26.39万 | 新建仓 |
| NUGT | DIREXION SHARES ETF TRUST | $26.33万 | 0.00% | 2,250 | -455 | -16.8% | -$5.32万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.25万 | 0.00% | 11,236 | 105 | 0.9% | $2,453 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $26.23万 | 0.00% | 12,410 | -3,328 | -21.1% | -$7.04万 | 减仓 |
| CCI | CROWN CASTLE INC | $26.22万 | 0.00% | 3,462 | 3,462 | — | $26.22万 | 新建仓 |
| CTAS | CINTAS CORP | $26.16万 | 0.00% | 1,538 | 55 | 3.7% | $9,354 | 加仓 |
| UL | UNILEVER PLC | $26.09万 | 0.00% | 4,340 | 14 | 0.3% | $842 | 加仓 |
| IBTG | ISHARES TR | $25.96万 | 0.00% | 11,342 | 489 | 4.5% | $1.12万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.90万 | 0.00% | 6,627 | -553 | -7.7% | -$2.16万 | 减仓 |
| POWL | POWELL INDS INC | $25.86万 | 0.00% | 903 | 903 | — | $25.86万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $25.77万 | 0.00% | 130 | 130 | — | $25.77万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $25.75万 | 0.00% | 3,564 | -378 | -9.6% | -$2.73万 | 减仓 |
| INTF | ISHARES TR | $25.72万 | 0.00% | 6,280 | 19 | 0.3% | $778 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.71万 | 0.00% | 7,691 | 7,691 | — | $25.71万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.70万 | 0.00% | 5,670 | -88 | -1.5% | -$3,989 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.70万 | 0.00% | 2,752 | 39 | 1.4% | $3,642 | 加仓 |
| IBTI | ISHARES TR | $25.56万 | 0.00% | 11,545 | -2,002 | -14.8% | -$4.43万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $25.54万 | 0.00% | 5,933 | 300 | 5.3% | $1.29万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $25.52万 | 0.00% | 12,079 | 258 | 2.2% | $5,452 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.51万 | 0.00% | 7,493 | -461 | -5.8% | -$1.57万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $25.43万 | 0.00% | 1,068 | 1,068 | — | $25.43万 | 新建仓 |
| DXYZ | DESTINY TECH100 INC | $25.37万 | 0.00% | 9,849 | 9,849 | — | $25.37万 | 新建仓 |
| IJK | ISHARES TR | $25.31万 | 0.00% | 2,154 | -82 | -3.7% | -$9,636 | 减仓 |
| HEWJ | ISHARES TR | $25.30万 | 0.00% | 3,921 | -4,072 | -50.9% | -$26.27万 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO | $25.28万 | 0.00% | 1,101 | -138 | -11.1% | -$3.17万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.27万 | 0.00% | 6,579 | -226 | -3.3% | -$8,680 | 减仓 |
| P | EVERPURE INC | $25.26万 | 0.00% | 3,209 | -824 | -20.4% | -$6.49万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $25.22万 | 0.00% | 2,077 | -346 | -14.3% | -$4.20万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $25.12万 | 0.00% | 6,189 | 176 | 2.9% | $7,143 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $24.91万 | 0.00% | 9,950 | 9,950 | — | $24.91万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.85万 | 0.00% | 9,565 | 9,565 | — | $24.85万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $24.85万 | 0.00% | 6,576 | 6,576 | — | $24.85万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.84万 | 0.00% | 1,814 | 88 | 5.1% | $1.21万 | 加仓 |
| SHLD | GLOBAL X FDS | $24.84万 | 0.00% | 4,160 | 222 | 5.6% | $1.33万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.82万 | 0.00% | 2,408 | 89 | 3.8% | $9,172 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $24.80万 | 0.00% | 1,522 | -28 | -1.8% | -$4,562 | 减仓 |
| IGRO | ISHARES TR | $24.78万 | 0.00% | 2,818 | -908 | -24.4% | -$7.98万 | 减仓 |
| MPLX | MPLX LP | $24.70万 | 0.00% | 4,384 | -2,415 | -35.5% | -$13.60万 | 减仓 |
| MELI | MERCADOLIBRE INC | $24.50万 | 0.00% | 144 | 26 | 22.0% | $4.42万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $24.46万 | 0.00% | 6,420 | -178 | -2.7% | -$6,782 | 减仓 |
| EOG | EOG RES INC | $24.45万 | 0.00% | 1,885 | 219 | 13.1% | $2.84万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $24.41万 | 0.00% | 8,084 | -1,641 | -16.9% | -$4.96万 | 减仓 |
| EVRG | EVERGY INC | $24.32万 | 0.00% | 2,814 | -148 | -5.0% | -$1.28万 | 减仓 |
| BIIB | BIOGEN INC | $24.26万 | 0.00% | 1,123 | 1,123 | — | $24.26万 | 新建仓 |
| IGSB | ISHARES TR | $24.26万 | 0.00% | 4,629 | -3,440 | -42.6% | -$18.03万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $24.07万 | 0.00% | 4,086 | -187 | -4.4% | -$1.10万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $24.06万 | 0.00% | 6,921 | 6,921 | — | $24.06万 | 新建仓 |
| TEM | TEMPUS AI INC | $23.89万 | 0.00% | 4,124 | 4,124 | — | $23.89万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $23.68万 | 0.00% | 5,055 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $23.53万 | 0.00% | 1,387 | 1,387 | — | $23.53万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $23.52万 | 0.00% | 1,296 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $23.48万 | 0.00% | 5,899 | 5,899 | — | $23.48万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $23.45万 | 0.00% | 8,259 | 8,259 | — | $23.45万 | 新建仓 |
| CHAT | TIDAL TRUST II | $23.43万 | 0.00% | 2,374 | 2,374 | — | $23.43万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $23.33万 | 0.00% | 4,684 | -3,505 | -42.8% | -$17.46万 | 减仓 |
| CAOS | EA SERIES TRUST | $23.26万 | 0.00% | 2,574 | 2,574 | — | $23.26万 | 新建仓 |
| FLEX | FLEX LTD | $23.26万 | 0.00% | 1,435 | 1,435 | — | $23.26万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $23.23万 | 0.00% | 5,735 | 5,735 | — | $23.23万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $23.13万 | 0.00% | 10,366 | 249 | 2.5% | $5,555 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $23.04万 | 0.00% | 30,479 | 30,479 | — | $23.04万 | 新建仓 |
| CME | CME GROUP INC | $23.03万 | 0.00% | 1,043 | 1,043 | — | $23.03万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $22.89万 | 0.00% | 6,014 | -1,606 | -21.1% | -$6.11万 | 减仓 |
| MINT | PIMCO ETF TR | $22.88万 | 0.00% | 2,270 | -1,547 | -40.5% | -$15.59万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $22.79万 | 0.00% | 4,327 | 3 | 0.1% | $158 | 加仓 |
| MFDX | PIMCO EQUITY SER | $22.76万 | 0.00% | 5,466 | -169 | -3.0% | -$7,038 | 减仓 |
| — | ATKORE INC | $22.74万 | 0.00% | 2,990 | 2,990 | — | $22.74万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $22.66万 | 0.00% | 1,300 | -12,848 | -90.8% | -$223.96万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $22.62万 | 0.00% | 4,252 | -365 | -7.9% | -$1.94万 | 减仓 |
| ISPY | PROSHARES TR | $22.60万 | 0.00% | 4,690 | -570 | -10.8% | -$2.75万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $22.50万 | 0.00% | 5,432 | 101 | 1.9% | $4,183 | 加仓 |
| APG | API GROUP CORP | $22.50万 | 0.00% | 5,312 | 352 | 7.1% | $1.49万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.45万 | 0.00% | 848 | -110 | -11.5% | -$2.91万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $22.35万 | 0.00% | 3,906 | 5 | 0.1% | $286 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.34万 | 0.00% | 11,154 | 11,154 | — | $22.34万 | 新建仓 |
| TEX | TEREX CORP NEW | $22.33万 | 0.00% | 3,084 | 3,084 | — | $22.33万 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $22.13万 | 0.00% | 8,305 | -492 | -5.6% | -$1.31万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $22.11万 | 0.00% | 5,571 | 322 | 6.1% | $1.28万 | 加仓 |
| PENG | PENGUIN SOLUTIONS INC | $22.04万 | 0.00% | 2,900 | 2,900 | — | $22.04万 | 新建仓 |
| — | SILA REALTY TRUST INC | $22.02万 | 0.00% | 7,254 | 7,254 | — | $22.02万 | 新建仓 |