Foundations Investment Advisors, LLC
PHOENIX AZ · SEC CIK 0001743404
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DGCB | DIMENSIONAL ETF TRUST | $297.38万 | 0.04% | 54,933 | 16,645 | 43.5% | $90.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $290.64万 | 0.04% | 57,427 | 29,826 | 108.1% | $150.95万 | 加仓 |
| PSX | PHILLIPS 66 | $290.46万 | 0.04% | 15,944 | 568 | 3.7% | $10.35万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $290.06万 | 0.04% | 75,739 | 1,138 | 1.5% | $4.36万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $288.35万 | 0.04% | 128,927 | 65,660 | 103.8% | $146.85万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $287.45万 | 0.04% | 121,954 | 121,954 | — | $287.45万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $284.24万 | 0.04% | 80,272 | 4,977 | 6.6% | $17.62万 | 加仓 |
| ITA | ISHARES TR | $283.82万 | 0.04% | 12,975 | -162,847 | -92.6% | -$3,562.21万 | 减仓 |
| — | HONEYWELL INTL INC | $277.94万 | 0.03% | 12,297 | 388 | 3.3% | $8.77万 | 加仓 |
| — | VOLATILITY SHS TR | $274.90万 | 0.03% | 123,000 | 87,750 | 248.9% | $196.12万 | 加仓 |
| — | GLOBAL X FDS | $267.26万 | 0.03% | 69,945 | 69,945 | — | $267.26万 | 新建仓 |
| MDT | MEDTRONIC PLC | $266.54万 | 0.03% | 30,761 | -11,111 | -26.5% | -$96.28万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $265.14万 | 0.03% | 86,140 | 22,993 | 36.4% | $70.77万 | 加仓 |
| IEFA | ISHARES TR | $264.40万 | 0.03% | 29,205 | 3,643 | 14.3% | $32.98万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $264.12万 | 0.03% | 187,588 | -53,527 | -22.2% | -$75.37万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $262.36万 | 0.03% | 22,767 | 5,342 | 30.7% | $61.56万 | 加仓 |
| SPYI | NEOS ETF TRUST | $260.03万 | 0.03% | 52,670 | 21,286 | 67.8% | $105.09万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $258.68万 | 0.03% | 13,868 | -5,787 | -29.4% | -$107.95万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $257.78万 | 0.03% | 6,603 | 480 | 7.8% | $18.74万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $256.55万 | 0.03% | 46,208 | 4,431 | 10.6% | $24.60万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $256.21万 | 0.03% | 35,778 | 19,086 | 114.3% | $136.67万 | 加仓 |
| IWY | ISHARES TR | $255.48万 | 0.03% | 10,267 | -2,208 | -17.7% | -$54.94万 | 减仓 |
| QQQI | NEOS ETF TRUST | $254.48万 | 0.03% | 51,214 | 16,353 | 46.9% | $81.26万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $253.78万 | 0.03% | 60,109 | 9,610 | 19.0% | $40.57万 | 加仓 |
| VB | VANGUARD INDEX FDS | $249.66万 | 0.03% | 9,532 | -819 | -7.9% | -$21.45万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $249.20万 | 0.03% | 47,512 | 11,214 | 30.9% | $58.82万 | 加仓 |
| BWX | SPDR SERIES TRUST | $248.89万 | 0.03% | 113,389 | 30,239 | 36.4% | $66.37万 | 加仓 |
| MCK | MCKESSON CORP | $247.97万 | 0.03% | 2,866 | -90 | -3.0% | -$7.79万 | 减仓 |
| TJX | TJX COS INC NEW | $247.54万 | 0.03% | 15,500 | -5,665 | -26.8% | -$90.47万 | 减仓 |
| AMLP | ALPS ETF TR | $245.98万 | 0.03% | 46,728 | 46,728 | — | $245.98万 | 新建仓 |
| CCJ | CAMECO CORP | $245.29万 | 0.03% | 22,585 | 17,119 | 313.2% | $185.93万 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $244.50万 | 0.03% | 132,882 | 132,882 | — | $244.50万 | 新建仓 |
| QCOM | QUALCOMM INC | $244.31万 | 0.03% | 18,971 | 4,466 | 30.8% | $57.51万 | 加仓 |
| MRK | MERCK & CO INC | $244.19万 | 0.03% | 20,300 | 2,860 | 16.4% | $34.40万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $243.43万 | 0.03% | 14,148 | 14,148 | — | $243.43万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $242.93万 | 0.03% | 19,786 | 646 | 3.4% | $7.93万 | 加仓 |
| NLR | VANECK ETF TRUST | $242.59万 | 0.03% | 18,214 | 2,857 | 18.6% | $38.05万 | 加仓 |
| CSCO | CISCO SYS INC | $242.24万 | 0.03% | 31,221 | 2,540 | 8.9% | $19.71万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $238.94万 | 0.03% | 51,981 | -3,829 | -6.9% | -$17.60万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $238.38万 | 0.03% | 56,275 | 56,275 | — | $238.38万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $237.74万 | 0.03% | 13,075 | 13,075 | — | $237.74万 | 新建仓 |
| IBHF | ISHARES TR | $234.61万 | 0.03% | 102,226 | 69,690 | 214.2% | $159.94万 | 加仓 |
| — | PROSHARES TR | $234.19万 | 0.03% | 33,688 | 33,688 | — | $234.19万 | 新建仓 |
| OIH | VANECK ETF TRUST | $233.27万 | 0.03% | 5,771 | 5,771 | — | $233.27万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $233.05万 | 0.03% | 5,592 | -922 | -14.2% | -$38.43万 | 减仓 |
| OKE | ONEOK INC NEW | $232.57万 | 0.03% | 25,729 | 2,159 | 9.2% | $19.52万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $231.06万 | 0.03% | 40,894 | -25 | -0.1% | -$1,413 | 减仓 |
| HEFA | ISHARES TR | $230.99万 | 0.03% | 54,356 | -8,797 | -13.9% | -$37.38万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $230.63万 | 0.03% | 86,769 | 11,719 | 15.6% | $31.15万 | 加仓 |
| ADBE | ADOBE INC | $227.50万 | 0.03% | 9,359 | 5,566 | 146.7% | $135.30万 | 加仓 |
| INFQ | INFLEQTION INC | $225.64万 | 0.03% | 230,012 | 230,012 | — | $225.64万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $225.54万 | 0.03% | 10,841 | 1,544 | 16.6% | $32.12万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $224.03万 | 0.03% | 66,814 | 15,592 | 30.4% | $52.28万 | 加仓 |
| ET | ENERGY TRANSFER L P | $223.26万 | 0.03% | 115,676 | 19,026 | 19.7% | $36.72万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $223.22万 | 0.03% | 103,247 | 12,249 | 13.5% | $26.48万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $222.52万 | 0.03% | 49,393 | 401 | 0.8% | $1.81万 | 加仓 |
| DE | DEERE & CO | $215.47万 | 0.03% | 3,825 | 77 | 2.1% | $4.34万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $214.99万 | 0.03% | 56,222 | 3,221 | 6.1% | $12.32万 | 加仓 |
| AGG | ISHARES TR | $213.56万 | 0.03% | 21,513 | 217 | 1.0% | $2.15万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $213.09万 | 0.03% | 50,126 | 4,696 | 10.3% | $19.96万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $212.59万 | 0.03% | 23,585 | -7,012 | -22.9% | -$63.21万 | 减仓 |
| O | REALTY INCOME CORP | $212.52万 | 0.03% | 34,737 | 3,128 | 9.9% | $19.14万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $212.09万 | 0.03% | 51,653 | 51,653 | — | $212.09万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $211.70万 | 0.03% | 3,499 | -11 | -0.3% | -$6,655 | 减仓 |
| NEE | NEXTERA ENERGY INC | $210.57万 | 0.03% | 22,671 | 2,109 | 10.3% | $19.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $210.47万 | 0.03% | 29,306 | -10,779 | -26.9% | -$77.41万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $210.23万 | 0.03% | 72,294 | 12,706 | 21.3% | $36.95万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $209.44万 | 0.03% | 80,524 | 21,701 | 36.9% | $56.44万 | 加仓 |
| IWB | ISHARES TR | $208.72万 | 0.03% | 5,854 | 427 | 7.9% | $15.22万 | 加仓 |
| IJH | ISHARES TR | $208.27万 | 0.03% | 30,841 | 608 | 2.0% | $4.11万 | 加仓 |
| IUSV | ISHARES TR | $204.75万 | 0.03% | 20,024 | -3,627 | -15.3% | -$37.09万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $204.02万 | 0.03% | 38,524 | 925 | 2.5% | $4.90万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $203.84万 | 0.03% | 99,386 | 16,894 | 20.5% | $34.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $203.54万 | 0.03% | 7,088 | 870 | 14.0% | $24.98万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.73万 | 0.02% | 37,137 | -1,000 | -2.6% | -$5.41万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $197.79万 | 0.02% | 45,002 | 32,603 | 262.9% | $143.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $197.46万 | 0.02% | 24,804 | -2,828 | -10.2% | -$22.51万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $197.12万 | 0.02% | 46,380 | 224 | 0.5% | $9,520 | 加仓 |
| TRP | TC ENERGY CORP | $195.67万 | 0.02% | 31,257 | 5,386 | 20.8% | $33.72万 | 加仓 |
| DIS | DISNEY WALT CO | $195.07万 | 0.02% | 20,240 | -1,492 | -6.9% | -$14.38万 | 减仓 |
| IWC | ISHARES TR | $195.06万 | 0.02% | 12,221 | 5,935 | 94.4% | $94.73万 | 加仓 |
| GIS | GENERAL MILLS INC | $194.24万 | 0.02% | 52,186 | 14,311 | 37.8% | $53.27万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $192.73万 | 0.02% | 75,493 | -1,893 | -2.4% | -$4.83万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $192.17万 | 0.02% | 61,504 | 687 | 1.1% | $2.15万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $192.08万 | 0.02% | 37,810 | 21,456 | 131.2% | $109.00万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $191.73万 | 0.02% | 77,546 | -40,501 | -34.3% | -$100.14万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $191.21万 | 0.02% | 47,635 | 10,770 | 29.2% | $43.23万 | 加仓 |
| HYG | ISHARES TR | $188.57万 | 0.02% | 23,701 | -192,889 | -89.1% | -$1,534.63万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $187.53万 | 0.02% | 21,898 | 15,619 | 248.7% | $133.76万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $187.25万 | 0.02% | 10,161 | -1,351 | -11.7% | -$24.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $187.06万 | 0.02% | 56,055 | 1,480 | 2.7% | $4.94万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $186.61万 | 0.02% | 47,339 | 535 | 1.1% | $2.11万 | 加仓 |
| XEL | XCEL ENERGY INC | $184.35万 | 0.02% | 23,206 | 38 | 0.2% | $3,019 | 加仓 |
| COWZ | PACER FDS TR | $184.24万 | 0.02% | 29,450 | -546 | -1.8% | -$3.42万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $181.03万 | 0.02% | 40,121 | -11 | -0.0% | -$496 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $179.74万 | 0.02% | 56,293 | 44,063 | 360.3% | $140.69万 | 加仓 |
| QDPL | PACER FDS TR | $179.74万 | 0.02% | 44,780 | 44,780 | — | $179.74万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $179.24万 | 0.02% | 59,311 | 59,311 | — | $179.24万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $177.32万 | 0.02% | 24,033 | 8,206 | 51.8% | $60.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $175.43万 | 0.02% | 28,924 | 8,145 | 39.2% | $49.40万 | 加仓 |