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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $2,202.06万 | 0.23% | 52,355 | 4,694 | 9.8% | $197.43万 | 加仓 |
| BX | BLACKSTONE INC | $2,182.03万 | 0.22% | 185,437 | 37,240 | 25.1% | $438.20万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,142.77万 | 0.22% | 179,282 | 3,602 | 2.1% | $43.05万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,125.47万 | 0.22% | 261,886 | 47,443 | 22.1% | $385.05万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $2,121.41万 | 0.22% | 501,042 | 64,384 | 14.7% | $272.60万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $2,094.22万 | 0.22% | 400,118 | -5,858 | -1.4% | -$30.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,050.71万 | 0.21% | 606,001 | 37,562 | 6.6% | $127.11万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $2,032.46万 | 0.21% | 286,584 | 4,386 | 1.6% | $31.11万 | 加仓 |
| XHB | SPDR SERIES TRUST | $2,019.43万 | 0.21% | 174,752 | 157,955 | 940.4% | $1,825.32万 | 重新持有 |
| BHP | BHP BILLITON LIMITED | $1,998.99万 | 0.21% | 239,946 | 14,327 | 6.4% | $119.36万 | 加仓 |
| SFTY | HORIZON FDS | $1,982.30万 | 0.20% | 644,442 | 644,442 | — | $1,982.30万 | 新建仓 |
| COWG | PACER FDS TR | $1,974.85万 | 0.20% | 491,913 | 23,656 | 5.1% | $94.97万 | 加仓 |
| AOA | ISHARES TR | $1,973.03万 | 0.20% | 202,154 | 26,004 | 14.8% | $253.80万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,938.37万 | 0.20% | 145,468 | 22,534 | 18.3% | $300.27万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,931.73万 | 0.20% | 154,836 | 2,619 | 1.7% | $32.67万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,919.15万 | 0.20% | 134,066 | 22,154 | 19.8% | $317.13万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,906.94万 | 0.20% | 522,021 | 25,731 | 5.2% | $94.00万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,855.50万 | 0.19% | 347,018 | -113,302 | -24.6% | -$605.83万 | 减仓 |
| VST | VISTRA CORP | $1,833.43万 | 0.19% | 115,580 | 108,662 | 1,570.7% | $1,723.69万 | 加仓 |
| CRM | SALESFORCE INC | $1,823.33万 | 0.19% | 116,388 | 4,401 | 3.9% | $68.95万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,816.82万 | 0.19% | 59,967 | 411 | 0.7% | $12.45万 | 加仓 |
| SRE | SEMPRA | $1,782.89万 | 0.18% | 192,309 | 25,517 | 15.3% | $236.57万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,769.45万 | 0.18% | 201,280 | 12,955 | 6.9% | $113.89万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,757.62万 | 0.18% | 119,860 | 10,033 | 9.1% | $147.12万 | 加仓 |
| AMGN | AMGEN INC | $1,755.46万 | 0.18% | 48,477 | 5,912 | 13.9% | $214.09万 | 加仓 |
| LMUB | ISHARES TR | $1,748.19万 | 0.18% | 341,310 | 83,571 | 32.4% | $428.05万 | 加仓 |
| IYT | ISHARES TR | $1,740.77万 | 0.18% | 200,665 | 200,665 | — | $1,740.77万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,734.84万 | 0.18% | 298,082 | -38,580 | -11.5% | -$224.54万 | 减仓 |
| ISCG | ISHARES TR | $1,730.42万 | 0.18% | 264,025 | 4,310 | 1.7% | $28.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,728.49万 | 0.18% | 36,193 | 2,001 | 5.9% | $95.56万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,723.19万 | 0.18% | 34,437 | -2,295 | -6.2% | -$114.84万 | 减仓 |
| T | AT&T INC | $1,689.33万 | 0.17% | 816,102 | 130,631 | 19.1% | $270.41万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,666.69万 | 0.17% | 330,759 | 44,388 | 15.5% | $223.67万 | 加仓 |
| IYM | ISHARES TR | $1,651.58万 | 0.17% | 91,995 | 91,995 | — | $1,651.58万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $1,646.47万 | 0.17% | 213,183 | -38,145 | -15.2% | -$294.60万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $1,636.80万 | 0.17% | 176,038 | 13,826 | 8.5% | $128.55万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,610.09万 | 0.17% | 127,441 | 18,201 | 16.7% | $229.95万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $1,606.35万 | 0.17% | 351,115 | 10,815 | 3.2% | $49.48万 | 加仓 |
| VDC | VANGUARD WORLD FD | $1,596.46万 | 0.16% | 70,799 | 68,048 | 2,473.6% | $1,534.42万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,546.23万 | 0.16% | 210,830 | 12,202 | 6.1% | $89.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,512.03万 | 0.16% | 26,029 | 220 | 0.9% | $12.78万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,466.07万 | 0.15% | 12,701 | -726 | -5.4% | -$83.80万 | 减仓 |
| LQD | ISHARES TR | $1,435.45万 | 0.15% | 131,609 | 116,444 | 767.8% | $1,270.05万 | 加仓 |
| WMT | WALMART INC | $1,430.37万 | 0.15% | 126,291 | 11,374 | 9.9% | $128.82万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,395.06万 | 0.14% | 314,558 | -14,692 | -4.5% | -$65.16万 | 减仓 |
| SGOV | ISHARES TR | $1,383.28万 | 0.14% | 137,407 | -24,194 | -15.0% | -$243.56万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $1,366.83万 | 0.14% | 569,752 | 13,637 | 2.5% | $32.72万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,359.31万 | 0.14% | 579,909 | 202,910 | 53.8% | $475.62万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,359.14万 | 0.14% | 315,054 | 21,148 | 7.2% | $91.23万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1,320.99万 | 0.14% | 648,495 | 144,273 | 28.6% | $293.88万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,293.14万 | 0.13% | 13,823 | 343 | 2.5% | $32.09万 | 加仓 |
| VLO | VALERO ENERGY CORP | $1,285.34万 | 0.13% | 49,353 | 2,711 | 5.8% | $70.61万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,259.76万 | 0.13% | 309,981 | 11,834 | 4.0% | $48.09万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,245.93万 | 0.13% | 130,300 | 8,493 | 7.0% | $81.21万 | 加仓 |
| URA | GLOBAL X FDS | $1,238.03万 | 0.13% | 283,303 | 40,299 | 16.6% | $176.11万 | 加仓 |
| GOOG | ALPHABET INC | $1,229.26万 | 0.13% | 34,791 | 7,393 | 27.0% | $261.21万 | 加仓 |
| IWM | ISHARES TR | $1,225.83万 | 0.13% | 40,800 | 1,116 | 2.8% | $33.53万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,205.40万 | 0.12% | 242,146 | 3,513 | 1.5% | $17.49万 | 加仓 |
| ABBV | ABBVIE INC | $1,203.44万 | 0.12% | 47,824 | -17,455 | -26.7% | -$439.24万 | 减仓 |
| HYG | ISHARES TR | $1,194.69万 | 0.12% | 149,392 | 125,691 | 530.3% | $1,005.15万 | 加仓 |
| SHY | ISHARES TR | $1,190.65万 | 0.12% | 145,006 | -17,451 | -10.7% | -$143.29万 | 减仓 |
| DTD | WISDOMTREE TR | $1,182.88万 | 0.12% | 126,855 | 7,785 | 6.5% | $72.59万 | 加仓 |
| — | EA SERIES TRUST | $1,173.02万 | 0.12% | 294,832 | 18,840 | 6.8% | $74.96万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,164.16万 | 0.12% | 316,004 | 9,657 | 3.2% | $35.58万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $1,133.97万 | 0.12% | 223,759 | 88,232 | 65.1% | $447.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,102.53万 | 0.11% | 57,869 | -45,993 | -44.3% | -$876.26万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,101.90万 | 0.11% | 94,437 | 7,490 | 8.6% | $87.39万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,091.83万 | 0.11% | 216,248 | 20,639 | 10.6% | $104.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,056.57万 | 0.11% | 63,741 | 4,848 | 8.2% | $80.36万 | 加仓 |
| EMGF | ISHARES INC | $1,035.42万 | 0.11% | 141,335 | -525 | -0.4% | -$3.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,025.46万 | 0.11% | 116,689 | -2,308 | -1.9% | -$20.28万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $994.66万 | 0.10% | 270,583 | 11,730 | 4.5% | $43.12万 | 加仓 |
| DGRO | ISHARES TR | $982.15万 | 0.10% | 129,588 | 4,422 | 3.5% | $33.51万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $975.89万 | 0.10% | 183,749 | -116,305 | -38.8% | -$617.69万 | 减仓 |
| — | HORIZON FDS | $964.34万 | 0.10% | 1,025,349 | 1,025,349 | — | $964.34万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $959.48万 | 0.10% | 60,715 | 14,987 | 32.8% | $236.84万 | 加仓 |
| RKLB | ROCKET LAB CORP | $956.05万 | 0.10% | 94,052 | -2,941 | -3.0% | -$29.90万 | 减仓 |
| CAT | CATERPILLAR INC | $925.74万 | 0.10% | 8,693 | 1,001 | 13.0% | $106.60万 | 加仓 |
| STIP | ISHARES TR | $925.08万 | 0.10% | 90,552 | 78,304 | 639.3% | $799.96万 | 加仓 |
| NET | CLOUDFLARE INC | $910.35万 | 0.09% | 37,115 | 195 | 0.5% | $4.78万 | 加仓 |
| IREN | IREN LIMITED | $900.58万 | 0.09% | 196,933 | 20,315 | 11.5% | $92.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $891.85万 | 0.09% | 20,672 | 465 | 2.3% | $20.06万 | 加仓 |
| STXF | EA SERIES TRUST | $862.63万 | 0.09% | 178,599 | 12,919 | 7.8% | $62.40万 | 加仓 |
| SMH | VANECK ETF TRUST | $851.00万 | 0.09% | 12,975 | 2,795 | 27.5% | $183.32万 | 加仓 |
| MOAT | VANECK ETF TRUST | $850.10万 | 0.09% | 81,772 | 6,021 | 7.9% | $62.59万 | 加仓 |
| OKLO | OKLO INC | $846.60万 | 0.09% | 161,780 | 16,268 | 11.2% | $85.13万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $832.76万 | 0.09% | 276,021 | 247,898 | 881.5% | $747.91万 | 加仓 |
| HD | HOME DEPOT INC | $828.56万 | 0.09% | 23,493 | 1,075 | 4.8% | $37.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $820.99万 | 0.08% | 11,355 | 128 | 1.1% | $9.25万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $820.12万 | 0.08% | 152,979 | -78,370 | -33.9% | -$420.14万 | 减仓 |
| SYSB | ISHARES TR | $820.07万 | 0.08% | 92,438 | 7,575 | 8.9% | $67.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $814.82万 | 0.08% | 19,604 | 1,073 | 5.8% | $44.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $795.38万 | 0.08% | 36,497 | 1,143 | 3.2% | $24.91万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $786.70万 | 0.08% | 30,976 | 4,744 | 18.1% | $120.48万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $785.94万 | 0.08% | 187,396 | 3,269 | 1.8% | $13.71万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $783.49万 | 0.08% | 269,799 | 34,170 | 14.5% | $99.23万 | 加仓 |
| ITOT | ISHARES TR | $778.86万 | 0.08% | 47,413 | -211 | -0.4% | -$3.47万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $776.70万 | 0.08% | 267,736 | 39,491 | 17.3% | $114.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $772.87万 | 0.08% | 262,614 | 34,085 | 14.9% | $100.31万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $759.45万 | 0.08% | 77,298 | 19,219 | 33.1% | $188.83万 | 加仓 |