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 |
|---|---|---|---|---|---|---|---|---|
| FRDM | EA SERIES TRUST | $756.86万 | 0.08% | 103,822 | 2,955 | 2.9% | $21.54万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $750.60万 | 0.08% | 221,613 | 43,677 | 24.5% | $147.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $746.52万 | 0.08% | 132,174 | 25,508 | 23.9% | $144.07万 | 加仓 |
| MUB | ISHARES TR | $719.86万 | 0.07% | 66,889 | 12,176 | 22.3% | $131.04万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $714.64万 | 0.07% | 100,300 | -191 | -0.2% | -$1.36万 | 减仓 |
| — | EA SERIES TRUST | $699.28万 | 0.07% | 180,200 | 10,648 | 6.3% | $41.32万 | 加仓 |
| GLDM | WORLD GOLD TR | $699.13万 | 0.07% | 88,030 | 17,283 | 24.4% | $137.26万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $698.29万 | 0.07% | 114,870 | 2,855 | 2.5% | $17.36万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $694.85万 | 0.07% | 281,773 | 17,713 | 6.7% | $43.68万 | 加仓 |
| MCD | MCDONALDS CORP | $689.89万 | 0.07% | 25,522 | 3,155 | 14.1% | $85.28万 | 加仓 |
| IEF | ISHARES TR | $686.88万 | 0.07% | 72,632 | -98,961 | -57.7% | -$935.87万 | 减仓 |
| VLUE | ISHARES TR | $678.85万 | 0.07% | 33,975 | 7 | 0.0% | $1,399 | 加仓 |
| DSCO | DOUBLELINE ETF TRUST | $671.66万 | 0.07% | 269,417 | 269,417 | — | $671.66万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $671.62万 | 0.07% | 19,856 | -879 | -4.2% | -$29.73万 | 减仓 |
| IJR | ISHARES TR | $660.71万 | 0.07% | 44,549 | 11,018 | 32.9% | $163.41万 | 加仓 |
| VPU | VANGUARD WORLD FD | $655.95万 | 0.07% | 33,513 | 1,311 | 4.1% | $25.66万 | 加仓 |
| CCJ | CAMECO CORP | $642.71万 | 0.07% | 63,098 | 40,513 | 179.4% | $412.66万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $641.22万 | 0.07% | 40,414 | 11,026 | 37.5% | $174.94万 | 加仓 |
| IGV | ISHARES TR | $624.69万 | 0.06% | 68,950 | 59,601 | 637.5% | $539.99万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $620.55万 | 0.06% | 51,108 | 45,543 | 818.4% | $552.98万 | 加仓 |
| VDE | VANGUARD WORLD FD | $616.18万 | 0.06% | 41,043 | -7,452 | -15.4% | -$111.88万 | 减仓 |
| APP | APPLOVIN CORP | $609.89万 | 0.06% | 11,837 | 840 | 7.6% | $43.28万 | 加仓 |
| INFQ | INFLEQTION INC | $594.01万 | 0.06% | 445,956 | 215,944 | 93.9% | $287.64万 | 加仓 |
| USMV | ISHARES TR | $588.74万 | 0.06% | 61,035 | -4,660 | -7.1% | -$44.95万 | 减仓 |
| SNDK | SANDISK CORP | $585.71万 | 0.06% | 2,576 | 726 | 39.2% | $165.07万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $582.98万 | 0.06% | 128,155 | 13,071 | 11.4% | $59.46万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $577.97万 | 0.06% | 182,267 | 72,143 | 65.5% | $228.77万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $573.61万 | 0.06% | 137,623 | -19,216 | -12.3% | -$80.09万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $572.59万 | 0.06% | 15,451 | 1,343 | 9.5% | $49.77万 | 加仓 |
| VIS | VANGUARD WORLD FD | $566.51万 | 0.06% | 15,720 | 648 | 4.3% | $23.35万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $566.30万 | 0.06% | 305,610 | -30,075 | -9.0% | -$55.73万 | 减仓 |
| MARA | MARA HOLDINGS INC | $552.94万 | 0.06% | 398,085 | -5,647 | -1.4% | -$7.84万 | 减仓 |
| CLS | CELESTICA INC | $552.02万 | 0.06% | 15,132 | 3,545 | 30.6% | $129.32万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $551.40万 | 0.06% | 121,134 | -7,893 | -6.1% | -$35.93万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $548.27万 | 0.06% | 120,923 | -232,123 | -65.7% | -$1,052.45万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $546.67万 | 0.06% | 182,163 | 27,135 | 17.5% | $81.43万 | 加仓 |
| GEV | GE VERNOVA INC | $543.22万 | 0.06% | 4,624 | 395 | 9.3% | $46.40万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $539.14万 | 0.06% | 339,510 | 290,388 | 591.2% | $461.14万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $532.57万 | 0.05% | 78,806 | 9,016 | 12.9% | $60.93万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $531.32万 | 0.05% | 84,484 | 4,805 | 6.0% | $30.22万 | 加仓 |
| GE | GE AEROSPACE | $529.06万 | 0.05% | 14,156 | 233 | 1.7% | $8.71万 | 加仓 |
| IYW | ISHARES TR | $527.02万 | 0.05% | 20,894 | 2,572 | 14.0% | $64.87万 | 加仓 |
| SPYI | NEOS ETF TRUST | $524.53万 | 0.05% | 98,800 | 46,130 | 87.6% | $244.90万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $519.92万 | 0.05% | 10,205 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $516.54万 | 0.05% | 90,957 | 39,743 | 77.6% | $225.70万 | 加仓 |
| VFH | VANGUARD WORLD FD | $516.27万 | 0.05% | 39,230 | 2,010 | 5.4% | $26.45万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $512.36万 | 0.05% | 474,847 | 21,181 | 4.7% | $22.85万 | 加仓 |
| KO | COCA COLA CO | $512.12万 | 0.05% | 63,015 | -2,506 | -3.8% | -$20.37万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $501.78万 | 0.05% | 34,324 | 3,262 | 10.5% | $47.69万 | 加仓 |
| INTC | INTEL CORP | $497.18万 | 0.05% | 35,607 | 10,219 | 40.3% | $142.69万 | 加仓 |
| CRWV | COREWEAVE INC | $491.32万 | 0.05% | 49,359 | 7,514 | 18.0% | $74.79万 | 加仓 |
| VAW | VANGUARD WORLD FD | $487.75万 | 0.05% | 21,319 | 1,035 | 5.1% | $23.68万 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $487.62万 | 0.05% | 190,181 | -32,212 | -14.5% | -$82.59万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $484.88万 | 0.05% | 40,750 | -3,503 | -7.9% | -$41.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $481.66万 | 0.05% | 22,638 | -12,762 | -36.1% | -$271.53万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $479.03万 | 0.05% | 66,275 | -11,265 | -14.5% | -$81.42万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $478.22万 | 0.05% | 6,268 | -335 | -5.1% | -$25.56万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $475.36万 | 0.05% | 99,552 | 8,656 | 9.5% | $41.33万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $474.27万 | 0.05% | 96,123 | 2,962 | 3.2% | $14.61万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $473.53万 | 0.05% | 170,948 | 3,330 | 2.0% | $9.22万 | 加仓 |
| EFA | ISHARES TR | $467.05万 | 0.05% | 44,961 | 2,462 | 5.8% | $25.58万 | 加仓 |
| URNM | SPROTT FDS TR | $460.25万 | 0.05% | 87,517 | 21,092 | 31.8% | $110.92万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $459.80万 | 0.05% | 97,107 | -10,395 | -9.7% | -$49.22万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $450.88万 | 0.05% | 196,417 | 5,926 | 3.1% | $13.60万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $449.93万 | 0.05% | 41,854 | 4,407 | 11.8% | $47.38万 | 加仓 |
| ENB | ENBRIDGE INC | $448.72万 | 0.05% | 82,775 | -11,021 | -11.7% | -$59.74万 | 减仓 |
| HYGH | ISHARES U S ETF TR | $447.90万 | 0.05% | 51,715 | -8,050 | -13.5% | -$69.72万 | 减仓 |
| PFFA | ETFIS SER TR I | $447.57万 | 0.05% | 217,583 | -32,375 | -13.0% | -$66.60万 | 减仓 |
| CMI | CUMMINS INC | $445.02万 | 0.05% | 6,240 | -175 | -2.7% | -$12.48万 | 减仓 |
| REM | ISHARES TR | $444.56万 | 0.05% | 201,617 | -26,651 | -11.7% | -$58.77万 | 减仓 |
| — | VIRTUS ETF TR II | $442.63万 | 0.05% | 191,365 | -25,852 | -11.9% | -$59.80万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $438.67万 | 0.05% | 71,376 | 25,168 | 54.5% | $154.68万 | 加仓 |
| ALL | ALLSTATE CORP | $438.26万 | 0.05% | 18,419 | 664 | 3.7% | $15.80万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $438.11万 | 0.05% | 84,610 | 12,744 | 17.7% | $65.99万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $432.13万 | 0.04% | 17,551 | 15,627 | 812.2% | $384.75万 | 加仓 |
| CSCO | CISCO SYS INC | $428.29万 | 0.04% | 36,463 | 5,242 | 16.8% | $61.57万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $427.49万 | 0.04% | 338,475 | -41,120 | -10.8% | -$51.93万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $423.83万 | 0.04% | 83,023 | 1,606 | 2.0% | $8.20万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $421.99万 | 0.04% | 204,157 | 2,557 | 1.3% | $5.29万 | 加仓 |
| EWJ | ISHARES INC | $419.12万 | 0.04% | 44,936 | 4,662 | 11.6% | $43.48万 | 加仓 |
| TLT | ISHARES TR | $417.85万 | 0.04% | 48,351 | 32,440 | 203.9% | $280.35万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $415.19万 | 0.04% | 82,215 | 13,203 | 19.1% | $66.68万 | 加仓 |
| IWF | ISHARES TR | $413.76万 | 0.04% | 33,322 | 1,446 | 4.5% | $17.95万 | 加仓 |
| ITA | ISHARES TR | $409.00万 | 0.04% | 16,872 | 3,897 | 30.0% | $94.47万 | 加仓 |
| IWO | ISHARES TR | $406.82万 | 0.04% | 10,326 | -99 | -0.9% | -$3.90万 | 减仓 |
| JNK | SPDR SERIES TRUST | $405.16万 | 0.04% | 42,042 | 33,288 | 380.3% | $320.80万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $392.84万 | 0.04% | 53,513 | 5,425 | 11.3% | $39.82万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $391.88万 | 0.04% | 78,573 | 5,697 | 7.8% | $28.41万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $390.71万 | 0.04% | 387,610 | -45,931 | -10.6% | -$46.30万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $389.12万 | 0.04% | 7,922 | 2,330 | 41.7% | $114.45万 | 加仓 |
| PEP | PEPSICO INC | $388.74万 | 0.04% | 28,711 | 811 | 2.9% | $10.98万 | 加仓 |
| GFI | GOLD FIELDS LTD | $381.67万 | 0.04% | 113,627 | 84,478 | 289.8% | $283.76万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $376.15万 | 0.04% | 80,357 | -650 | -0.8% | -$3.04万 | 减仓 |
| SII | SPROTT INC | $374.33万 | 0.04% | 33,318 | 33,318 | — | $374.33万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $373.25万 | 0.04% | 197,174 | 34,201 | 21.0% | $64.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $365.94万 | 0.04% | 15,465 | -1,483 | -8.8% | -$35.09万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $364.32万 | 0.04% | 28,782 | -1,789 | -5.9% | -$22.64万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $364.11万 | 0.04% | 38,769 | -11,024 | -22.1% | -$103.54万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $361.51万 | 0.04% | 44,118 | 1,316 | 3.1% | $10.78万 | 加仓 |
| NOW | SERVICENOW INC | $356.99万 | 0.04% | 35,958 | 25,582 | 246.5% | $253.98万 | 加仓 |