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 |
|---|---|---|---|---|---|---|---|---|
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,735 | -100.0% | -$23.66万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -3,981 | -100.0% | -$23.56万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,459 | -100.0% | -$23.54万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -9,226 | -100.0% | -$23.53万 | 清仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,264 | -100.0% | -$23.40万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -5,623 | -100.0% | -$22.94万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -4,659 | -100.0% | -$22.76万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -293 | -100.0% | -$22.62万 | 清仓 |
| XSOE | WISDOMTREE TR | $0 | 0.00% | 0 | -5,587 | -100.0% | -$22.40万 | 清仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$22.38万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -5,218 | -100.0% | -$22.21万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,443 | -100.0% | -$22.12万 | 清仓 |
| XONE | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -4,451 | -100.0% | -$22.04万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -3,999 | -100.0% | -$21.85万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -10,228 | -100.0% | -$21.83万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,843 | -100.0% | -$21.68万 | 清仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,821 | -100.0% | -$21.45万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -5,909 | -100.0% | -$21.31万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -431 | -100.0% | -$20.92万 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $0 | 0.00% | 0 | -220,022 | -100.0% | -$20.88万 | 清仓 |
| BFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,369 | -100.0% | -$20.84万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -2,798 | -100.0% | -$20.69万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -3,822 | -100.0% | -$20.61万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -6,184 | -100.0% | -$20.58万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,512 | -100.0% | -$20.45万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,678 | -100.0% | -$20.44万 | 清仓 |
| QGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -3,804 | -100.0% | -$20.32万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -13,987 | -100.0% | -$20.23万 | 清仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -877 | -100.0% | -$20.09万 | 清仓 |
| PINE | ALPINE INCOME PPTY TR INC | $0 | 0.00% | 0 | -10,620 | -100.0% | -$19.12万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $0 | 0.00% | 0 | -12,500 | -100.0% | -$18.81万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -16,989 | -100.0% | -$17.30万 | 清仓 |
| — | GLADSTONE INVT CORP | $0 | 0.00% | 0 | -12,116 | -100.0% | -$17.21万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -15,178 | -100.0% | -$16.85万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -10,855 | -100.0% | -$16.34万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -11,636 | -100.0% | -$15.23万 | 清仓 |
| SERV | SERVE ROBOTICS INC | $0 | 0.00% | 0 | -16,930 | -100.0% | -$14.29万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,962 | -100.0% | -$12.76万 | 清仓 |
| — | RUNWAY GROWTH FINANCE CORP | $0 | 0.00% | 0 | -17,505 | -100.0% | -$12.03万 | 清仓 |
| GNL | GLOBAL NET LEASE INC | $0 | 0.00% | 0 | -12,190 | -100.0% | -$11.41万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -40,000 | -100.0% | -$10.96万 | 清仓 |
| BB | BLACKBERRY LTD 看涨期权 | $0 | 0.00% | 0 | -27,500 | -100.0% | -$8.91万 | 清仓 |
| NMAX | NEWSMAX INC | $0 | 0.00% | 0 | -10,666 | -100.0% | -$5.57万 | 清仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $0 | 0.00% | 0 | -11,702 | -100.0% | -$3.44万 | 清仓 |
| BB | BLACKBERRY LTD | $0 | 0.00% | 0 | -1,900 | -100.0% | -$6,156 | 清仓 |
| — | ICECURE MEDICAL LTD CAESAREA | $0 | 0.00% | 0 | -15,000 | -100.0% | -$4,515 | 清仓 |