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 |
|---|---|---|---|---|---|---|---|---|
| NIO | NIO INC | $8,769 | 0.00% | 1,733 | -11,119 | -86.5% | -$5.63万 | 重新持有 |
| — | MEDICUS PHARMA LTD | $4,909 | 0.00% | 11,000 | 11,000 | — | $4,909 | 新建仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -5,381,458 | -100.0% | -$9,003.18万 | 清仓 |
| IHI | ISHARES TR | $0 | 0.00% | 0 | -314,604 | -100.0% | -$1,678.41万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -597,187 | -100.0% | -$1,262.45万 | 清仓 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -284,896 | -100.0% | -$1,212.53万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -1,064,223 | -100.0% | -$991.37万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -10,580 | -100.0% | -$688.06万 | 清仓 |
| XTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -33,134 | -100.0% | -$623.12万 | 清仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -141,880 | -100.0% | -$517.44万 | 清仓 |
| IBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -101,134 | -100.0% | -$314.32万 | 清仓 |
| — | TEUCRIUM COMMODITY TR | $0 | 0.00% | 0 | -121,954 | -100.0% | -$287.45万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -69,945 | -100.0% | -$267.26万 | 清仓 |
| BUYW | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -187,588 | -100.0% | -$264.12万 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -46,728 | -100.0% | -$245.98万 | 清仓 |
| — | TEUCRIUM COMMODITY TR | $0 | 0.00% | 0 | -132,882 | -100.0% | -$244.50万 | 清仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | -56,275 | -100.0% | -$238.38万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -33,688 | -100.0% | -$234.19万 | 清仓 |
| OIH | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,771 | -100.0% | -$233.27万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -103,247 | -100.0% | -$223.22万 | 清仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -59,311 | -100.0% | -$179.24万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -3,878 | -100.0% | -$88.61万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -18,267 | -100.0% | -$82.33万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -4,340 | -100.0% | -$81.59万 | 清仓 |
| GEL | GENESIS ENERGY L P | $0 | 0.00% | 0 | -44,854 | -100.0% | -$79.97万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -19,936 | -100.0% | -$78.91万 | 清仓 |
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -23,501 | -100.0% | -$78.89万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -17,480 | -100.0% | -$74.01万 | 清仓 |
| OILK | PROSHARES TR | $0 | 0.00% | 0 | -13,332 | -100.0% | -$72.13万 | 清仓 |
| AGOX | STARBOARD INVT TR | $0 | 0.00% | 0 | -27,031 | -100.0% | -$71.96万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -19,377 | -100.0% | -$71.69万 | 清仓 |
| — | SIDUS SPACE INC | $0 | 0.00% | 0 | -269,750 | -100.0% | -$62.58万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -22,185 | -100.0% | -$62.47万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,877 | -100.0% | -$57.04万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -8,610 | -100.0% | -$53.25万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -27,375 | -100.0% | -$52.72万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,200 | -100.0% | -$52.15万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,312 | -100.0% | -$52.03万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -32,250 | -100.0% | -$51.99万 | 清仓 |
| UVE | UNIVERSAL INS HLDGS INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$51.24万 | 清仓 |
| PBR | PETROLEO BRASILEIRO S A | $0 | 0.00% | 0 | -24,562 | -100.0% | -$50.97万 | 清仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $0 | 0.00% | 0 | -98,000 | -100.0% | -$49.88万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $0 | 0.00% | 0 | -23,449 | -100.0% | -$46.57万 | 清仓 |
| SPXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -2,517 | -100.0% | -$46.54万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -20,328 | -100.0% | -$45.27万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,474 | -100.0% | -$41.67万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,590 | -100.0% | -$40.74万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,040 | -100.0% | -$39.30万 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC 看涨期权 | $0 | 0.00% | 0 | -133,300 | -100.0% | -$39.19万 | 清仓 |
| — | CAPITOL SER TR | $0 | 0.00% | 0 | -15,381 | -100.0% | -$38.58万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -24,052 | -100.0% | -$38.19万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$37.44万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -20,706 | -100.0% | -$36.75万 | 清仓 |
| — | STARBOARD INVT TR | $0 | 0.00% | 0 | -46,838 | -100.0% | -$35.97万 | 清仓 |
| KODK | EASTMAN KODAK CO | $0 | 0.00% | 0 | -39,595 | -100.0% | -$35.83万 | 清仓 |
| VFVA | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -2,653 | -100.0% | -$35.72万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -15,928 | -100.0% | -$35.57万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -14,633 | -100.0% | -$34.67万 | 清仓 |
| SGVT | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3,417 | -100.0% | -$34.42万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,838 | -100.0% | -$33.90万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -4,690 | -100.0% | -$33.32万 | 清仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -14,173 | -100.0% | -$33.31万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,996 | -100.0% | -$32.87万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | -1,012 | -100.0% | -$32.31万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,796 | -100.0% | -$32.11万 | 清仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -8,052 | -100.0% | -$31.43万 | 清仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -15,405 | -100.0% | -$31.35万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -4,610 | -100.0% | -$30.92万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -8,172 | -100.0% | -$30.25万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -3,746 | -100.0% | -$30.00万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -15,000 | -100.0% | -$29.32万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -15,917 | -100.0% | -$29.29万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,696 | -100.0% | -$29.26万 | 清仓 |
| EMHY | ISHARES INC | $0 | 0.00% | 0 | -7,422 | -100.0% | -$29.23万 | 清仓 |
| HYEM | VANECK ETF TRUST | $0 | 0.00% | 0 | -14,503 | -100.0% | -$28.61万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -10,063 | -100.0% | -$28.34万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,519 | -100.0% | -$28.20万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -2,059 | -100.0% | -$28.03万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,908 | -100.0% | -$27.59万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -10,642 | -100.0% | -$27.54万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -9,831 | -100.0% | -$27.14万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -3,787 | -100.0% | -$26.78万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -5,774 | -100.0% | -$26.78万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -227 | -100.0% | -$26.32万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -13,849 | -100.0% | -$26.23万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,947 | -100.0% | -$26.17万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,260 | -100.0% | -$26.15万 | 清仓 |
| PFXF | VANECK ETF TRUST | $0 | 0.00% | 0 | -14,856 | -100.0% | -$26.06万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -1,077 | -100.0% | -$25.78万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -23,643 | -100.0% | -$25.72万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -28,363 | -100.0% | -$25.22万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -4,737 | -100.0% | -$25.21万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -2,113 | -100.0% | -$25.06万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -5,326 | -100.0% | -$24.87万 | 清仓 |
| ALLW | SSGA ACTIVE TR | $0 | 0.00% | 0 | -8,526 | -100.0% | -$24.60万 | 清仓 |
| PFLD | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -12,501 | -100.0% | -$24.20万 | 清仓 |
| TCHP | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -5,441 | -100.0% | -$24.04万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -15,253 | -100.0% | -$23.98万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,501 | -100.0% | -$23.93万 | 清仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -5,772 | -100.0% | -$23.71万 | 清仓 |