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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC | $202.22万 | 0.02% | 6,788 | -576 | -7.8% | -$17.16万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $201.56万 | 0.02% | 10,201 | 40 | 0.4% | $7,904 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $199.83万 | 0.02% | 43,545 | -2,835 | -6.1% | -$13.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $199.68万 | 0.02% | 56,864 | 809 | 1.4% | $2.84万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $198.79万 | 0.02% | 35,360 | -418 | -1.2% | -$2.35万 | 减仓 |
| GIS | GENERAL MILLS INC | $197.54万 | 0.02% | 56,766 | 4,580 | 8.8% | $15.94万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $194.37万 | 0.02% | 57,529 | -3,975 | -6.5% | -$13.43万 | 减仓 |
| XEL | XCEL ENERGY INC | $192.92万 | 0.02% | 24,024 | 818 | 3.5% | $6.57万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $192.26万 | 0.02% | 3,884 | 2,725 | 235.1% | $134.89万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $191.89万 | 0.02% | 16,362 | -204,950 | -92.6% | -$2,403.65万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $188.17万 | 0.02% | 20,737 | -17,373 | -45.6% | -$157.64万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $188.08万 | 0.02% | 58,831 | -7,983 | -11.9% | -$25.52万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $187.94万 | 0.02% | 45,627 | -1,712 | -3.6% | -$7.05万 | 减仓 |
| MTB | M & T BK CORP | $187.59万 | 0.02% | 7,882 | -498 | -5.9% | -$11.85万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $187.54万 | 0.02% | 43,191 | 18,226 | 73.0% | $79.14万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $185.95万 | 0.02% | 90,751 | 4,668 | 5.4% | $9.56万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $185.67万 | 0.02% | 19,525 | 1,545 | 8.6% | $14.69万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $184.19万 | 0.02% | 63,600 | 8,100 | 14.6% | $23.46万 | 加仓 |
| — | TWO RDS SHARED TR | $184.14万 | 0.02% | 151,938 | -12,307,970 | -98.8% | -$1.49亿 | 减仓 |
| NUE | NUCOR CORP | $183.62万 | 0.02% | 8,244 | -601 | -6.8% | -$13.39万 | 减仓 |
| TRP | TC ENERGY CORP | $183.49万 | 0.02% | 27,679 | -3,578 | -11.4% | -$23.72万 | 减仓 |
| ADBE | ADOBE INC | $183.00万 | 0.02% | 8,926 | -433 | -4.6% | -$8.88万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $182.88万 | 0.02% | 35,251 | -3,273 | -8.5% | -$16.98万 | 减仓 |
| HON | HONEYWELL INTL INC | $181.70万 | 0.02% | 8,115 | -4,182 | -34.0% | -$93.64万 | 减仓 |
| XEMD | BONDBLOXX ETF TRUST | $181.46万 | 0.02% | 40,397 | -4,605 | -10.2% | -$20.69万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $181.41万 | 0.02% | 37,976 | 1,005 | 2.7% | $4.80万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $181.40万 | 0.02% | 42,128 | -1,364 | -3.1% | -$5.87万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $180.80万 | 0.02% | 54,343 | 2,824 | 5.5% | $9.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $179.38万 | 0.02% | 8,010 | 756 | 10.4% | $16.93万 | 加仓 |
| DIS | DISNEY WALT CO | $178.99万 | 0.02% | 18,596 | -1,644 | -8.1% | -$15.82万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $178.48万 | 0.02% | 10,709 | 8,507 | 386.3% | $141.78万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $177.87万 | 0.02% | 9,276 | 464 | 5.3% | $8.90万 | 加仓 |
| CSX | CSX CORP | $177.47万 | 0.02% | 37,338 | 5,543 | 17.4% | $26.35万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $177.45万 | 0.02% | 16,040 | 812 | 5.3% | $8.98万 | 加仓 |
| IBHG | ISHARES TR | $177.11万 | 0.02% | 80,213 | 25,761 | 47.3% | $56.88万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $176.52万 | 0.02% | 23,104 | 1,431 | 6.6% | $10.93万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $175.29万 | 0.02% | 34,897 | 8,148 | 30.5% | $40.93万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $174.09万 | 0.02% | 28,189 | 2,280 | 8.8% | $14.08万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $173.66万 | 0.02% | 4,837 | -911 | -15.8% | -$32.71万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $172.87万 | 0.02% | 143,700 | 143,700 | — | $172.87万 | 新建仓 |
| IONQ | IONQ INC | $172.86万 | 0.02% | 32,456 | 15,385 | 90.1% | $81.94万 | 加仓 |
| ERO | ERO COPPER CORP | $172.71万 | 0.02% | 64,565 | 9,353 | 16.9% | $25.02万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $171.53万 | 0.02% | 14,014 | 14,014 | — | $171.53万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $171.04万 | 0.02% | 41,171 | -1,294 | -3.0% | -$5.38万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $170.89万 | 0.02% | 43,516 | 649 | 1.5% | $2.55万 | 加仓 |
| SIL | GLOBAL X FDS | $170.43万 | 0.02% | 22,003 | 13,686 | 164.6% | $106.01万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $170.33万 | 0.02% | 5,414 | 1,306 | 31.8% | $41.09万 | 加仓 |
| GARP | ISHARES TR | $170.05万 | 0.02% | 20,599 | 6,652 | 47.7% | $54.91万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $168.84万 | 0.02% | 19,442 | 844 | 4.5% | $7.33万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $168.54万 | 0.02% | 26,433 | 708 | 2.8% | $4.51万 | 加仓 |
| SBUX | STARBUCKS CORP | $168.09万 | 0.02% | 16,449 | 1,151 | 7.5% | $11.76万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $167.40万 | 0.02% | 6,740 | 572 | 9.3% | $14.21万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $167.25万 | 0.02% | 172,427 | -17,390 | -9.2% | -$16.87万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $166.92万 | 0.02% | 36,573 | -1,536 | -4.0% | -$7.01万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $166.11万 | 0.02% | 5,231 | 2,231 | 74.4% | $70.84万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $165.58万 | 0.02% | 119,465 | 17,572 | 17.2% | $24.35万 | 加仓 |
| GDX | VANECK ETF TRUST | $165.13万 | 0.02% | 21,885 | 6,282 | 40.3% | $47.40万 | 加仓 |
| — | WEBSTER FINL CORP | $161.68万 | 0.02% | 21,157 | 170 | 0.8% | $1.30万 | 加仓 |
| TXG | 10X GENOMICS INC | $160.99万 | 0.02% | 41,989 | -3,196 | -7.1% | -$12.25万 | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $160.64万 | 0.02% | 19,443 | 3,171 | 19.5% | $26.20万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $160.18万 | 0.02% | 33,595 | -3,182 | -8.7% | -$15.17万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $159.93万 | 0.02% | 51,095 | 3,342 | 7.0% | $10.46万 | 加仓 |
| SHOP | SHOPIFY INC | $158.23万 | 0.02% | 13,858 | 4,555 | 49.0% | $52.01万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $158.15万 | 0.02% | 51,666 | 17,233 | 50.0% | $52.75万 | 加仓 |
| SGOL | ETFS GOLD TR | $157.64万 | 0.02% | 41,234 | -41,346 | -50.1% | -$158.07万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $157.21万 | 0.02% | 32,630 | -2,216 | -6.4% | -$10.68万 | 减仓 |
| HRL | HORMEL FOODS CORP | $157.17万 | 0.02% | 63,323 | 26,737 | 73.1% | $66.36万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $156.86万 | 0.02% | 17,058 | -4,840 | -22.1% | -$44.51万 | 减仓 |
| APH | AMPHENOL CORP | $156.77万 | 0.02% | 8,891 | 2,751 | 44.8% | $48.51万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $156.25万 | 0.02% | 32,170 | 22,882 | 246.4% | $111.14万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $154.37万 | 0.02% | 78,879 | 6,114 | 8.4% | $11.97万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $154.23万 | 0.02% | 74,187 | 74,187 | — | $154.23万 | 新建仓 |
| TPIF | TIMOTHY PLAN | $154.13万 | 0.02% | 41,309 | 10,545 | 34.3% | $39.34万 | 加仓 |
| COP | CONOCOPHILLIPS | $153.75万 | 0.02% | 14,789 | 2,420 | 19.6% | $25.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $153.39万 | 0.02% | 2,402 | -320 | -11.8% | -$20.44万 | 减仓 |
| UNP | UNION PAC CORP | $152.22万 | 0.02% | 5,596 | 1,110 | 24.7% | $30.19万 | 加仓 |
| TXN | TEXAS INSTRS INC | $150.44万 | 0.02% | 5,047 | 46 | 0.9% | $1.37万 | 加仓 |
| BKH | BLACK HILLS CORP | $149.06万 | 0.02% | 20,035 | 1,058 | 5.6% | $7.87万 | 加仓 |
| GRNY | TIDAL TRUST I | $148.58万 | 0.02% | 53,735 | 27,061 | 101.5% | $74.82万 | 加仓 |
| NNN | NNN REIT INC | $148.36万 | 0.02% | 31,884 | 2,102 | 7.1% | $9.78万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $148.06万 | 0.02% | 2,641 | 1,570 | 146.6% | $88.02万 | 加仓 |
| IVZ | INVESCO LTD | $145.26万 | 0.01% | 55,044 | -546 | -1.0% | -$1.44万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $144.98万 | 0.01% | 42,473 | -1,725 | -3.9% | -$5.89万 | 减仓 |
| TFC | TRUIST FINL CORP | $144.93万 | 0.01% | 29,091 | -2,247 | -7.2% | -$11.19万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $144.54万 | 0.01% | 9,996 | 513 | 5.4% | $7.42万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $144.50万 | 0.01% | 60,010 | 6,006 | 11.1% | $14.46万 | 加仓 |
| PGR | PROGRESSIVE CORP | $143.97万 | 0.01% | 6,590 | 5,650 | 601.1% | $123.43万 | 重新持有 |
| XLP | SELECT SECTOR SPDR TR | $143.15万 | 0.01% | 17,232 | 991 | 6.1% | $8.23万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $142.28万 | 0.01% | 38,589 | -1,210 | -3.0% | -$4.46万 | 减仓 |
| URI | UNITED RENTALS INC | $142.24万 | 0.01% | 1,256 | 377 | 42.9% | $42.70万 | 加仓 |
| IUSG | ISHARES TR | $141.96万 | 0.01% | 7,547 | 839 | 12.5% | $15.78万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $141.08万 | 0.01% | 10,312 | 1,584 | 18.1% | $21.67万 | 加仓 |
| IWP | ISHARES TR | $141.05万 | 0.01% | 9,634 | -545 | -5.4% | -$7.98万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $141.02万 | 0.01% | 40,511 | -826 | -2.0% | -$2.88万 | 减仓 |
| DBEF | DBX ETF TR | $140.41万 | 0.01% | 25,702 | 4,461 | 21.0% | $24.37万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $139.70万 | 0.01% | 8,447 | 977 | 13.1% | $16.16万 | 加仓 |
| IWC | ISHARES TR | $139.07万 | 0.01% | 6,952 | -5,269 | -43.1% | -$105.40万 | 减仓 |
| ADME | ETF SER SOLUTIONS | $138.93万 | 0.01% | 24,966 | -1,059 | -4.1% | -$5.89万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $137.67万 | 0.01% | 28,426 | 1,400 | 5.2% | $6.78万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $137.03万 | 0.01% | 17,866 | 1,579 | 9.7% | $12.11万 | 加仓 |