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 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $356.82万 | 0.04% | 84,136 | 3,839 | 4.8% | $16.28万 | 加仓 |
| BAC | BANK OF AMER CORP | $356.06万 | 0.04% | 62,489 | -5,795 | -8.5% | -$33.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $350.54万 | 0.04% | 39,939 | 17,268 | 76.2% | $151.56万 | 加仓 |
| LOW | LOWES COS INC | $350.34万 | 0.04% | 15,889 | 504 | 3.3% | $11.11万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $347.22万 | 0.04% | 89,999 | 9,727 | 12.1% | $37.53万 | 加仓 |
| QDPL | PACER FDS TR | $346.21万 | 0.04% | 76,817 | 32,037 | 71.5% | $144.39万 | 加仓 |
| AOK | ISHARES TR | $344.99万 | 0.04% | 83,171 | 3,913 | 4.9% | $16.23万 | 加仓 |
| MRK | MERCK & CO INC | $344.81万 | 0.04% | 26,833 | 6,533 | 32.2% | $83.95万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $344.15万 | 0.04% | 26,674 | 3,907 | 17.2% | $50.41万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $340.03万 | 0.03% | 119,686 | 119,686 | — | $340.03万 | 新建仓 |
| BA | BOEING CO | $337.93万 | 0.03% | 15,611 | -498 | -3.1% | -$10.78万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $333.86万 | 0.03% | 61,067 | 6,134 | 11.2% | $33.53万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $333.01万 | 0.03% | 12,058 | -305 | -2.5% | -$8.42万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $332.47万 | 0.03% | 28,472 | 221 | 0.8% | $2.58万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $332.44万 | 0.03% | 66,000 | 14,347 | 27.8% | $72.27万 | 加仓 |
| USFR | WISDOMTREE TR | $328.43万 | 0.03% | 65,229 | 54,778 | 524.1% | $275.81万 | 加仓 |
| GUNR | FLEXSHARES TR | $326.57万 | 0.03% | 66,269 | 2,202 | 3.4% | $10.85万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $326.16万 | 0.03% | 11,421 | 580 | 5.4% | $16.56万 | 加仓 |
| IEFA | ISHARES TR | $323.56万 | 0.03% | 33,502 | 4,297 | 14.7% | $41.50万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $323.23万 | 0.03% | 28,431 | 4,846 | 20.5% | $55.09万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $322.00万 | 0.03% | 78,980 | 3,241 | 4.3% | $13.21万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $319.12万 | 0.03% | 62,059 | 3,419 | 5.8% | $17.58万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $317.81万 | 0.03% | 18,708 | -1,078 | -5.4% | -$18.31万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $312.89万 | 0.03% | 71,063 | 64,900 | 1,053.1% | $285.76万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $312.47万 | 0.03% | 106,281 | 40,411 | 61.3% | $118.81万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $310.83万 | 0.03% | 52,039 | -18,366 | -26.1% | -$109.70万 | 减仓 |
| KR | KROGER CO | $308.22万 | 0.03% | 55,505 | 861 | 1.6% | $4.78万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $308.20万 | 0.03% | 72,118 | -1,380 | -1.9% | -$5.90万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $307.41万 | 0.03% | 13,745 | -123 | -0.9% | -$2.75万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $307.01万 | 0.03% | 129,161 | -6,292 | -4.6% | -$14.96万 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $304.17万 | 0.03% | 33,932 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $301.99万 | 0.03% | 133,328 | 31,102 | 30.4% | $70.45万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $300.89万 | 0.03% | 134,651 | 5,724 | 4.4% | $12.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.03% | 4 | -1 | -20.0% | -$74.89万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $298.70万 | 0.03% | 70,764 | 10,655 | 17.7% | $44.98万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $297.16万 | 0.03% | 96,325 | 10,185 | 11.8% | $31.42万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $293.33万 | 0.03% | 155,449 | 103,991 | 202.1% | $196.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $292.26万 | 0.03% | 9,642 | 110 | 1.2% | $3.33万 | 加仓 |
| CVS | CVS HEALTH CORP | $291.55万 | 0.03% | 28,183 | -1,123 | -3.8% | -$11.62万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $290.01万 | 0.03% | 80,270 | 7,976 | 11.0% | $28.82万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $288.81万 | 0.03% | 53,887 | 6,375 | 13.4% | $34.17万 | 加仓 |
| MDT | MEDTRONIC PLC | $286.03万 | 0.03% | 36,563 | 5,802 | 18.9% | $45.39万 | 加仓 |
| BWX | SPDR SERIES TRUST | $284.75万 | 0.03% | 131,343 | 17,954 | 15.8% | $38.92万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $282.15万 | 0.03% | 88,198 | 31,905 | 56.7% | $102.06万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $274.96万 | 0.03% | 117,503 | 86,229 | 275.7% | $201.78万 | 加仓 |
| DE | DEERE & CO | $274.83万 | 0.03% | 4,333 | 508 | 13.3% | $32.22万 | 加仓 |
| PSX | PHILLIPS 66 | $274.47万 | 0.03% | 16,236 | 292 | 1.8% | $4.94万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $272.30万 | 0.03% | 55,960 | 18,150 | 48.0% | $88.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $269.77万 | 0.03% | 2,796 | -1,022 | -26.8% | -$98.61万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $266.88万 | 0.03% | 92,122 | 5,353 | 6.2% | $15.51万 | 加仓 |
| QCOM | QUALCOMM INC | $265.33万 | 0.03% | 14,358 | -4,613 | -24.3% | -$85.25万 | 减仓 |
| OEF | ISHARES TR | $261.51万 | 0.03% | 7,148 | -2,890 | -28.8% | -$105.73万 | 减仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $259.08万 | 0.03% | 60,000 | -50,000 | -45.5% | -$215.90万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $256.69万 | 0.03% | 63,710 | 16,075 | 33.7% | $64.77万 | 加仓 |
| VO | VANGUARD INDEX FDS | $255.91万 | 0.03% | 31,762 | 3,410 | 12.0% | $27.47万 | 加仓 |
| NFLX | NETFLIX INC. | $254.13万 | 0.03% | 35,593 | -1,116 | -3.0% | -$7.97万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $249.53万 | 0.03% | 39,842 | -7,431 | -15.7% | -$46.54万 | 减仓 |
| IJH | ISHARES TR | $248.19万 | 0.03% | 32,186 | 1,345 | 4.4% | $10.37万 | 加仓 |
| PWR | QUANTA SVCS INC | $247.80万 | 0.03% | 3,442 | 479 | 16.2% | $34.49万 | 加仓 |
| IWB | ISHARES TR | $246.02万 | 0.03% | 6,008 | 154 | 2.6% | $6.31万 | 加仓 |
| GLW | CORNING INC | $242.57万 | 0.02% | 9,497 | 1,900 | 25.0% | $48.53万 | 加仓 |
| TJX | TJX COS INC NEW | $241.33万 | 0.02% | 15,929 | 429 | 2.8% | $6.50万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $241.09万 | 0.02% | 41,842 | 12,918 | 44.7% | $74.43万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $239.02万 | 0.02% | 3,584 | 85 | 2.4% | $5.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $238.32万 | 0.02% | 28,839 | 4,035 | 16.3% | $33.34万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $237.00万 | 0.02% | 92,292 | 11,768 | 14.6% | $30.22万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $236.87万 | 0.02% | 59,860 | -16,181 | -21.3% | -$64.03万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $236.31万 | 0.02% | 52,128 | 2,002 | 4.0% | $9.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $234.50万 | 0.02% | 57,041 | 819 | 1.5% | $3.37万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $231.78万 | 0.02% | 27,996 | 3,963 | 16.5% | $32.81万 | 加仓 |
| HEFA | ISHARES TR | $228.70万 | 0.02% | 48,738 | -5,618 | -10.3% | -$26.36万 | 减仓 |
| PAVE | GLOBAL X FDS | $228.62万 | 0.02% | 38,802 | 38,802 | — | $228.62万 | 新建仓 |
| OKE | ONEOK INC NEW | $228.22万 | 0.02% | 26,250 | 521 | 2.0% | $4.53万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $227.63万 | 0.02% | 46,636 | -5,345 | -10.3% | -$26.09万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $227.20万 | 0.02% | 122,478 | 43,218 | 54.5% | $80.17万 | 加仓 |
| IWD | ISHARES TR | $226.85万 | 0.02% | 9,357 | 1,315 | 16.4% | $31.88万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $225.50万 | 0.02% | 37,778 | 641 | 1.7% | $3.83万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $225.10万 | 0.02% | 37,548 | -3,346 | -8.2% | -$20.06万 | 减仓 |
| ETN | EATON CORP PLC | $224.58万 | 0.02% | 5,270 | 974 | 22.7% | $41.51万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $223.62万 | 0.02% | 107,507 | 8,121 | 8.2% | $16.89万 | 加仓 |
| IWY | ISHARES TR | $220.98万 | 0.02% | 7,604 | -2,663 | -25.9% | -$77.39万 | 减仓 |
| O | REALTY INCOME CORP | $219.68万 | 0.02% | 35,455 | 718 | 2.1% | $4.45万 | 加仓 |
| IUSV | ISHARES TR | $219.08万 | 0.02% | 19,889 | -135 | -0.7% | -$1.49万 | 减仓 |
| SSO | PROSHARES TR | $219.04万 | 0.02% | 32,508 | 16,551 | 103.7% | $111.52万 | 加仓 |
| MCK | MCKESSON CORP | $217.76万 | 0.02% | 2,882 | 16 | 0.6% | $1.21万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $215.78万 | 0.02% | 55,916 | 6,523 | 13.2% | $25.17万 | 加仓 |
| ET | ENERGY TRANSFER L P | $212.49万 | 0.02% | 111,137 | -4,539 | -3.9% | -$8.68万 | 减仓 |
| IAK | ISHARES TR | $212.39万 | 0.02% | 15,110 | 15,110 | — | $212.39万 | 新建仓 |
| DBJP | DBX ETF TR | $210.89万 | 0.02% | 18,372 | 18,372 | — | $210.89万 | 新建仓 |
| — | KRANESHARES TRUST | $210.60万 | 0.02% | 20,823 | 20,823 | — | $210.60万 | 新建仓 |
| BUXX | EA SERIES TRUST | $210.54万 | 0.02% | 104,020 | 104,020 | — | $210.54万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $209.43万 | 0.02% | 24,498 | 3,932 | 19.1% | $33.61万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $207.27万 | 0.02% | 44,157 | 18,612 | 72.9% | $87.36万 | 加仓 |
| AGG | ISHARES TR | $206.18万 | 0.02% | 20,831 | -682 | -3.2% | -$6.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $206.15万 | 0.02% | 40,764 | -16,663 | -29.0% | -$84.27万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $205.93万 | 0.02% | 83,507 | 5,961 | 7.7% | $14.70万 | 加仓 |
| NLR | VANECK ETF TRUST | $204.72万 | 0.02% | 17,651 | -563 | -3.1% | -$6.53万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $204.25万 | 0.02% | 88,459 | 39,867 | 82.0% | $92.05万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $203.92万 | 0.02% | 23,822 | 499 | 2.1% | $4.27万 | 加仓 |
| TQQQ | PROSHARES TR | $203.42万 | 0.02% | 25,113 | -221 | -0.9% | -$1.79万 | 减仓 |