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
TFIN TRIUMPH FINANCIAL INC $00.00%0 -8,636-100.0% -$54.09万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 —— — 申报中断
BUFZ FIRST TR EXCHNG TRADED FD VI $00.00%0 -18,572-100.0% -$49.27万 清仓
SNOW SNOWFLAKE INC $00.00%0 —— — 申报中断
MEDP MEDPACE HLDGS INC $00.00%0 -841-100.0% -$47.23万 清仓
CVNA CARVANA CO $00.00%0 —— — 申报中断
RDNT RADNET INC $00.00%0 -5,924-100.0% -$42.27万 清仓
HEWJ ISHARES TR $00.00%0 —— — 申报中断
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 —— — 申报中断
RS RELIANCE INC $00.00%0 -1,448-100.0% -$41.83万 清仓
— EXACT SCIENCES CORP $00.00%0 -4,100-100.0% -$41.64万 清仓
CW CURTISS WRIGHT CORP $00.00%0 -727-100.0% -$40.08万 清仓
UPST UPSTART HLDGS INC $00.00%0 -8,889-100.0% -$38.87万 清仓
FEZ SPDR INDEX SHS FDS $00.00%0 —— — 申报中断
ICSH ISHARES TR $00.00%0 -7,148-100.0% -$36.15万 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -2,081-100.0% -$36.12万 清仓
QSR RESTAURANT BRANDS INTL INC $00.00%0 -5,169-100.0% -$35.27万 清仓
XYZ BLOCK INC $00.00%0 -5,159-100.0% -$33.58万 清仓
AFRM AFFIRM HLDGS INC $00.00%0 -4,222-100.0% -$31.42万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -1,509-100.0% -$31.36万 清仓
IYY ISHARES TR $00.00%0 -1,885-100.0% -$31.25万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,352-100.0% -$30.18万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -10,073-100.0% -$30.03万 清仓
WULF TERAWULF INC $00.00%0 -24,745-100.0% -$28.43万 清仓
XBI SPDR SERIES TRUST $00.00%0 -2,297-100.0% -$28.01万 清仓
TUA SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -12,746-100.0% -$27.92万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -7,404-100.0% -$27.39万 清仓
RIO RIO TINTO PLC $00.00%0 —— — 申报中断
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -1,456-100.0% -$27.02万 清仓
TTD THE TRADE DESK INC $00.00%0 -7,064-100.0% -$26.81万 清仓
— VANECK ETF TRUST $00.00%0 -2,575-100.0% -$26.68万 清仓
DDOG DATADOG INC $00.00%0 —— — 申报中断
XYL XYLEM INC $00.00%0 -1,936-100.0% -$26.37万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -3,190-100.0% -$26.16万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
DJT TRUMP MEDIA & TECHNOLOGY GRO $00.00%0 -19,538-100.0% -$25.87万 清仓
SYM SYMBOTIC INC $00.00%0 -4,185-100.0% -$24.90万 清仓
OAIM UNIFIED SER TR $00.00%0 -6,014-100.0% -$24.89万 清仓
— REV GROUP INC $00.00%0 -4,090-100.0% -$24.87万 清仓
LW LAMB WESTON HLDGS INC $00.00%0 —— — 申报中断
FLGV FRANKLIN TEMPLETON ETF TR $00.00%0 -11,915-100.0% -$24.45万 清仓
OMF ONEMAIN HLDGS INC $00.00%0 —— — 申报中断
SNAP SNAP INC $00.00%0 -29,957-100.0% -$24.17万 清仓
ANGL VANECK ETF TRUST $00.00%0 -8,104-100.0% -$23.80万 清仓
PTNQ PACER FDS TR $00.00%0 —— — 申报中断
URBN URBAN OUTFITTERS INC $00.00%0 -3,013-100.0% -$22.68万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -3,396-100.0% -$22.57万 清仓
XNTK SPDR SERIES TRUST $00.00%0 -812-100.0% -$22.56万 清仓
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
— AMERICAN BITCOIN CORP. $00.00%0 -130,275-100.0% -$22.15万 清仓
— ROUNDHILL ETF TRUST $00.00%0 -5,253-100.0% -$21.99万 清仓
BIP BROOKFIELD INFRAST PARTNERS $00.00%0 -6,236-100.0% -$21.66万 清仓
TSLL DIREXION SHS ETF TR $00.00%0 -11,300-100.0% -$21.59万 清仓
SONY SONY GROUP CORP $00.00%0 -8,419-100.0% -$21.55万 清仓
PGR PROGRESSIVE CORP $00.00%0 —— — 申报中断
— INNOVATOR ETFS TRUST $00.00%0 —— — 申报中断
SBET SHARPLINK GAMING INC $00.00%0 -23,650-100.0% -$21.14万 清仓
ICOP ISHARES TR $00.00%0 -4,770-100.0% -$21.14万 清仓
JAJL INNOVATOR ETFS TRUST $00.00%0 -7,272-100.0% -$21.13万 清仓
— FRANKLIN TEMPLETON DIGITAL H $00.00%0 -4,163-100.0% -$21.06万 清仓
BUFB INNOVATOR ETFS TRUST $00.00%0 -5,709-100.0% -$20.91万 清仓
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 —— — 申报中断
TNA DIREXION SHS ETF TR $00.00%0 -4,550-100.0% -$20.72万 清仓
MCO MOODYS CORP $00.00%0 -405-100.0% -$20.70万 清仓
GDEC FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
BUFD FIRST TR EXCHNG TRADED FD VI $00.00%0 -7,248-100.0% -$20.47万 清仓
VIOO VANGUARD ADMIRAL FDS INC $00.00%0 -1,843-100.0% -$20.45万 清仓
BBJP J P MORGAN EXCHANGE TRADED F $00.00%0 -3,077-100.0% -$20.28万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 -8,557-100.0% -$20.25万 清仓
VSS VANGUARD INTL EQUITY INDEX F $00.00%0 —— — 申报中断
CMS CMS ENERGY CORP $00.00%0 -2,865-100.0% -$20.03万 清仓
NVTS NAVITAS SEMICONDUCTOR CORP 看涨期权 $00.00%0 -25,000-100.0% -$17.85万 清仓
BULL WEBULL CORP 看涨期权 $00.00%0 -10,000-100.0% -$7.77万 清仓
NIO NIO INC $00.00%0 —— — 申报中断
— PROSHARES TR II $00.00%0 -11,324-100.0% -$6.05万 清仓
— QUIPT HOME MEDICAL CORP $00.00%0 -15,659-100.0% -$5.53万 清仓