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 |
|---|---|---|---|---|---|---|---|---|
| AA | ALCOA CORP | $136.87万 | 0.01% | 26,251 | 9,085 | 52.9% | $47.37万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $136.85万 | 0.01% | 23,661 | 2,310 | 10.8% | $13.36万 | 加仓 |
| BN | BROOKFIELD CORP | $136.38万 | 0.01% | 32,021 | -430 | -1.3% | -$1.83万 | 减仓 |
| COWZ | PACER FDS TR | $136.03万 | 0.01% | 21,869 | -7,581 | -25.7% | -$47.15万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $134.46万 | 0.01% | 39,687 | -61,119 | -60.6% | -$207.07万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $134.10万 | 0.01% | 25,809 | 25,809 | — | $134.10万 | 新建仓 |
| DIVB | ISHARES TR | $131.64万 | 0.01% | 21,371 | 7,007 | 48.8% | $43.16万 | 加仓 |
| VICI | VICI PPTYS INC | $129.65万 | 0.01% | 48,832 | 1,097 | 2.3% | $2.91万 | 加仓 |
| QLD | PROSHARES TR | $128.61万 | 0.01% | 13,292 | 9,188 | 223.9% | $88.90万 | 加仓 |
| — | TIDAL TRUST II | $128.53万 | 0.01% | 28,667 | 28,667 | — | $128.53万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $127.84万 | 0.01% | 3,609 | 83 | 2.4% | $2.94万 | 加仓 |
| VV | VANGUARD INDEX FDS | $127.56万 | 0.01% | 3,709 | 520 | 16.3% | $17.88万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $126.87万 | 0.01% | 24,958 | 2,115 | 9.3% | $10.75万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $126.73万 | 0.01% | 23,267 | -320 | -1.4% | -$1.74万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $126.67万 | 0.01% | 3,837 | -139 | -3.5% | -$4.59万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $126.63万 | 0.01% | 36,821 | 36,821 | — | $126.63万 | 新建仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $126.12万 | 0.01% | 30,175 | -504 | -1.6% | -$2.11万 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $125.81万 | 0.01% | 24,115 | -6,506 | -21.2% | -$33.94万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $124.95万 | 0.01% | 50,210 | 4,394 | 9.6% | $10.93万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $124.15万 | 0.01% | 44,466 | 31,510 | 243.2% | $87.98万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $124.01万 | 0.01% | 57,031 | 113 | 0.2% | $2,457 | 加仓 |
| CI | THE CIGNA GROUP | $123.57万 | 0.01% | 4,482 | 468 | 11.7% | $12.90万 | 加仓 |
| IWX | ISHARES TR | $123.42万 | 0.01% | 11,736 | -532 | -4.3% | -$5.59万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $121.86万 | 0.01% | 2,333 | -28,678 | -92.5% | -$1,497.93万 | 减仓 |
| MPC | MARATHON PETE CORP | $121.49万 | 0.01% | 4,752 | 701 | 17.3% | $17.92万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $121.34万 | 0.01% | 13,151 | -1,541 | -10.5% | -$14.22万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $120.02万 | 0.01% | 7,430 | 308 | 4.3% | $4.98万 | 加仓 |
| BE | BLOOM ENERGY CORP | $119.60万 | 0.01% | 3,951 | 27 | 0.7% | $8,173 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $117.79万 | 0.01% | 71,912 | 6,007 | 9.1% | $9.84万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $117.57万 | 0.01% | 18,771 | 773 | 4.3% | $4.84万 | 加仓 |
| THG | HANOVER INS GROUP INC | $116.34万 | 0.01% | 5,433 | 1 | 0.0% | $214 | 加仓 |
| MAGS | LISTED FDS TR | $115.69万 | 0.01% | 17,992 | 1,878 | 11.7% | $12.08万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $115.25万 | 0.01% | 38,188 | 14,253 | 59.5% | $43.02万 | 加仓 |
| RDDT | REDDIT INC | $115.02万 | 0.01% | 6,626 | -656 | -9.0% | -$11.39万 | 减仓 |
| IWS | ISHARES TR | $114.95万 | 0.01% | 6,984 | -578 | -7.6% | -$9.51万 | 减仓 |
| DLTR | DOLLAR TREE INC | $114.65万 | 0.01% | 9,479 | 4,162 | 78.3% | $50.34万 | 重新持有 |
| PFE | PFIZER INC | $114.62万 | 0.01% | 47,599 | 1,869 | 4.1% | $4.50万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $114.50万 | 0.01% | 6,821 | 5,537 | 431.2% | $92.95万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $114.12万 | 0.01% | 12,701 | 1,463 | 13.0% | $13.15万 | 加仓 |
| COHR | COHERENT CORP | $114.06万 | 0.01% | 2,892 | 273 | 10.4% | $10.77万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $114.01万 | 0.01% | 3,118 | 148 | 5.0% | $5.41万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $113.73万 | 0.01% | 26,307 | 13,446 | 104.5% | $58.13万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $112.53万 | 0.01% | 27,364 | -184 | -0.7% | -$7,567 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $112.46万 | 0.01% | 2,208 | -53 | -2.3% | -$2.70万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $112.30万 | 0.01% | 7,037 | -21 | -0.3% | -$3,351 | 减仓 |
| MMM | 3M CO | $111.20万 | 0.01% | 6,868 | 1,020 | 17.4% | $16.51万 | 加仓 |
| TPLC | TIMOTHY PLAN | $111.19万 | 0.01% | 22,084 | 5,860 | 36.1% | $29.50万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $110.87万 | 0.01% | 24,076 | -3,422 | -12.4% | -$15.76万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $110.28万 | 0.01% | 3,810 | 3,810 | — | $110.28万 | 新建仓 |
| F | FORD MTR CO | $109.34万 | 0.01% | 78,664 | -2,895 | -3.5% | -$4.02万 | 减仓 |
| TPHD | TIMOTHY PLAN | $108.81万 | 0.01% | 25,737 | 6,963 | 37.1% | $29.44万 | 加仓 |
| AFL | AFLAC INC | $108.21万 | 0.01% | 9,229 | -106 | -1.1% | -$1.24万 | 减仓 |
| CLX | CLOROX CO DEL | $105.99万 | 0.01% | 11,106 | 7,435 | 202.5% | $70.96万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $105.27万 | 0.01% | 3,871 | 803 | 26.2% | $21.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $105.20万 | 0.01% | 24,997 | -675 | -2.6% | -$2.84万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $105.11万 | 0.01% | 18,647 | 419 | 2.3% | $2.36万 | 加仓 |
| IBDS | ISHARES TR | $105.09万 | 0.01% | 43,392 | 9,222 | 27.0% | $22.34万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $104.32万 | 0.01% | 43,999 | 43,999 | — | $104.32万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $103.97万 | 0.01% | 2,553 | -1,197 | -31.9% | -$48.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $103.63万 | 0.01% | 1,473 | -63 | -4.1% | -$4.43万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $103.33万 | 0.01% | 20,329 | 3,219 | 18.8% | $16.36万 | 加仓 |
| QYLD | GLOBAL X FDS | $103.22万 | 0.01% | 56,004 | -9,799 | -14.9% | -$18.06万 | 减仓 |
| USAR | USA RARE EARTH INC | $103.18万 | 0.01% | 47,811 | 47,811 | — | $103.18万 | 新建仓 |
| HPQ | HP INC | $102.65万 | 0.01% | 46,786 | 25,745 | 122.4% | $56.48万 | 加仓 |
| DDWM | WISDOMTREE TR | $102.40万 | 0.01% | 22,175 | 8,290 | 59.7% | $38.28万 | 加仓 |
| USB | US BANCORP | $102.21万 | 0.01% | 16,923 | 2,667 | 18.7% | $16.11万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $101.99万 | 0.01% | 16,658 | -6,059 | -26.7% | -$37.10万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $101.79万 | 0.01% | 11,455 | 2,667 | 30.3% | $23.70万 | 加仓 |
| WM | WASTE MGMT INC DEL | $101.55万 | 0.01% | 4,556 | -949 | -17.2% | -$21.15万 | 减仓 |
| SYK | STRYKER CORPORATION | $100.88万 | 0.01% | 3,204 | 1,060 | 49.4% | $33.38万 | 加仓 |
| ADI | ANALOG DEVICES INC | $100.78万 | 0.01% | 2,537 | 833 | 48.9% | $33.09万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $100.68万 | 0.01% | 23,833 | 1,565 | 7.0% | $6.61万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $100.20万 | 0.01% | 22,977 | -411 | -1.8% | -$1.79万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $99.75万 | 0.01% | 47,363 | -28,130 | -37.3% | -$59.24万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $99.70万 | 0.01% | 13,500 | 13,500 | — | $99.70万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $99.32万 | 0.01% | 6,368 | 3,586 | 128.9% | $55.93万 | 加仓 |
| TER | TERADYNE INC | $99.14万 | 0.01% | 2,049 | 677 | 49.3% | $32.76万 | 加仓 |
| BLK | BLACKROCK INC | $99.05万 | 0.01% | 1,030 | 80 | 8.4% | $7.69万 | 加仓 |
| DAL | DELTA AIR LINES INC | $99.01万 | 0.01% | 10,571 | 4,337 | 69.6% | $40.62万 | 加仓 |
| SOXL | DIREXION SHARES ETF TRUST | $98.74万 | 0.01% | 3,702 | -1,448 | -28.1% | -$38.62万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $97.82万 | 0.01% | 5,725 | 5,725 | — | $97.82万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $97.34万 | 0.01% | 16,642 | -1,659 | -9.1% | -$9.70万 | 减仓 |
| — | TWO RDS SHARED TR | $97.30万 | 0.01% | 90,486 | -3,954,181 | -97.8% | -$4,251.92万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $95.91万 | 0.01% | 13,293 | -55 | -0.4% | -$3,968 | 减仓 |
| ALAB | ASTERA LABS INC | $95.72万 | 0.01% | 1,984 | 1,984 | — | $95.72万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $95.64万 | 0.01% | 25,847 | 392 | 1.5% | $1.45万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $94.88万 | 0.01% | 17,222 | -1,357 | -7.3% | -$7.48万 | 减仓 |
| OGE | OGE ENERGY CORP | $94.12万 | 0.01% | 19,343 | 1,873 | 10.7% | $9.11万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $92.92万 | 0.01% | 10,235 | -533 | -4.9% | -$4.84万 | 减仓 |
| SYY | SYSCO CORP | $90.80万 | 0.01% | 10,864 | 680 | 6.7% | $5.68万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $90.71万 | 0.01% | 11,643 | -3,716 | -24.2% | -$28.95万 | 减仓 |
| IWR | ISHARES TR | $90.68万 | 0.01% | 8,220 | -102 | -1.2% | -$1.13万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $90.50万 | 0.01% | 42,288 | 19,402 | 84.8% | $41.52万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $90.43万 | 0.01% | 18,272 | -3,269 | -15.2% | -$16.18万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $90.23万 | 0.01% | 4,082 | 4,082 | — | $90.23万 | 新建仓 |
| PFF | ISHARES TR | $90.22万 | 0.01% | 29,590 | 29,590 | — | $90.22万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $90.08万 | 0.01% | 23,703 | 2,920 | 14.0% | $11.10万 | 加仓 |
| IYR | ISHARES TR | $90.05万 | 0.01% | 8,807 | 556 | 6.7% | $5.69万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $90.01万 | 0.01% | 5,202 | 2,643 | 103.3% | $45.73万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $89.49万 | 0.01% | 9,280 | 3,428 | 58.6% | $33.06万 | 加仓 |