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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $74.84万 | 0.01% | 9,349 | -1,383 | -12.9% | -$11.07万 | 减仓 |
| USB | US BANCORP | $74.14万 | 0.01% | 14,256 | 42 | 0.3% | $2,184 | 加仓 |
| — | ADVISORSHARES TR | $74.01万 | 0.01% | 17,480 | -10,683 | -37.9% | -$45.23万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $73.64万 | 0.01% | 2,722 | -253 | -8.5% | -$6.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $73.45万 | 0.01% | 1,494 | 7 | 0.5% | $3,442 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $73.43万 | 0.01% | 157,239 | -41,500 | -20.9% | -$19.38万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $73.34万 | 0.01% | 7,507 | 168 | 2.3% | $1.64万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $72.94万 | 0.01% | 7,364 | 627 | 9.3% | $6.21万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $72.83万 | 0.01% | 8,788 | -95 | -1.1% | -$7,873 | 减仓 |
| SYY | SYSCO CORP | $72.64万 | 0.01% | 10,184 | -19 | -0.2% | -$1,355 | 减仓 |
| LRGF | ISHARES TR | $72.15万 | 0.01% | 10,932 | 2,107 | 23.9% | $13.91万 | 加仓 |
| OILK | PROSHARES TR | $72.13万 | 0.01% | 13,332 | 13,332 | — | $72.13万 | 新建仓 |
| AGOX | STARBOARD INVT TR | $71.96万 | 0.01% | 27,031 | -16,668 | -38.1% | -$44.37万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $71.69万 | 0.01% | 19,377 | -880 | -4.3% | -$3.26万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $71.68万 | 0.01% | 48,527 | 14,932 | 44.4% | $22.05万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $70.81万 | 0.01% | 5,405 | 631 | 13.2% | $8.27万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $70.71万 | 0.01% | 2,415 | -428 | -15.1% | -$12.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $70.45万 | 0.01% | 2,144 | 146 | 7.3% | $4.80万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.44万 | 0.01% | 11,238 | 5,602 | 99.4% | $35.11万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $70.37万 | 0.01% | 13,981 | -4,573 | -24.6% | -$23.02万 | 减仓 |
| IDA | IDACORP INC | $70.11万 | 0.01% | 4,904 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $69.64万 | 0.01% | 7,527 | 5 | 0.1% | $463 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $69.36万 | 0.01% | 19,107 | 664 | 3.6% | $2.41万 | 加仓 |
| NVS | NOVARTIS AG | $68.79万 | 0.01% | 4,504 | 275 | 6.5% | $4.20万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $68.19万 | 0.01% | 9,502 | 772 | 8.8% | $5.54万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $68.12万 | 0.01% | 25,900 | 5,774 | 28.7% | $15.19万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $67.97万 | 0.01% | 4,914 | 1,431 | 41.1% | $19.79万 | 加仓 |
| BP | BP PLC | $67.97万 | 0.01% | 14,462 | 1,705 | 13.4% | $8.01万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $67.81万 | 0.01% | 14,422 | 1,540 | 12.0% | $7.24万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $66.99万 | 0.01% | 16,969 | 297 | 1.8% | $1.17万 | 加仓 |
| RGLD | ROYAL GOLD INC | $66.66万 | 0.01% | 2,619 | 1,714 | 189.4% | $43.62万 | 加仓 |
| CTRE | CARETRUST REIT INC | $66.24万 | 0.01% | 18,072 | 2,205 | 13.9% | $8.08万 | 加仓 |
| EMXC | ISHARES INC | $66.14万 | 0.01% | 8,408 | -202 | -2.3% | -$1.59万 | 减仓 |
| NVR | NVR INC | $65.90万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $65.72万 | 0.01% | 59,420 | 19,196 | 47.7% | $21.23万 | 加仓 |
| MGV | VANGUARD WORLD FD | $65.45万 | 0.01% | 4,515 | 388 | 9.4% | $5.62万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.98万 | 0.01% | 1,883 | -83 | -4.2% | -$2.86万 | 减仓 |
| DHI | D R HORTON INC | $64.43万 | 0.01% | 4,695 | 337 | 7.7% | $4.62万 | 加仓 |
| GSK | GSK PLC | $64.35万 | 0.01% | 11,660 | 1,410 | 13.8% | $7.78万 | 加仓 |
| URI | UNITED RENTALS INC | $64.01万 | 0.01% | 879 | 27 | 3.2% | $1.97万 | 加仓 |
| IBDT | ISHARES TR | $63.96万 | 0.01% | 25,250 | 17,217 | 214.3% | $43.61万 | 加仓 |
| GRNY | TIDAL TRUST I | $63.67万 | 0.01% | 26,674 | -56,160 | -67.8% | -$134.05万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $63.26万 | 0.01% | 23,935 | 23,935 | — | $63.26万 | 新建仓 |
| DHR | DANAHER CORP DEL | $63.06万 | 0.01% | 3,326 | 39 | 1.2% | $7,394 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.03万 | 0.01% | 18,032 | -55 | -0.3% | -$1,923 | 减仓 |
| — | SIDUS SPACE INC | $62.58万 | 0.01% | 269,750 | 269,750 | — | $62.58万 | 新建仓 |
| — | ISHARES TR | $62.47万 | 0.01% | 22,185 | -3,232 | -12.7% | -$9.10万 | 减仓 |
| COHR | COHERENT CORP | $62.38万 | 0.01% | 2,619 | 1,479 | 129.7% | $35.22万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $62.37万 | 0.01% | 36,540 | -1,633 | -4.3% | -$2.79万 | 减仓 |
| NRG | NRG ENERGY INC | $61.93万 | 0.01% | 4,237 | 2,796 | 194.0% | $40.87万 | 加仓 |
| VDC | VANGUARD WORLD FD | $61.79万 | 0.01% | 2,751 | -246 | -8.2% | -$5.53万 | 减仓 |
| QTWO | Q2 HLDGS INC | $61.56万 | 0.01% | 13,015 | -11 | -0.1% | -$520 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $61.34万 | 0.01% | 2,656 | 204 | 8.3% | $4.71万 | 重新持有 |
| DDWM | WISDOMTREE TR | $61.25万 | 0.01% | 13,885 | 5,641 | 68.4% | $24.88万 | 加仓 |
| FDX | FEDEX CORP | $61.07万 | 0.01% | 1,714 | -452 | -20.9% | -$16.10万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $60.89万 | 0.01% | 7,894 | -1,016 | -11.4% | -$7.84万 | 减仓 |
| DVY | ISHARES TR | $60.66万 | 0.01% | 4,006 | -169 | -4.0% | -$2.56万 | 减仓 |
| IBDR | ISHARES TR | $60.47万 | 0.01% | 24,947 | 24,947 | — | $60.47万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $60.37万 | 0.01% | 9,288 | -2,343 | -20.1% | -$15.23万 | 减仓 |
| NEM | NEWMONT CORP | $60.27万 | 0.01% | 5,568 | 1,522 | 37.6% | $16.47万 | 加仓 |
| EXC | EXELON CORP | $60.19万 | 0.01% | 12,279 | -1,384 | -10.1% | -$6.78万 | 减仓 |
| ESGU | ISHARES TR | $59.48万 | 0.01% | 4,206 | 455 | 12.1% | $6.43万 | 加仓 |
| D | DOMINION ENERGY INC | $59.12万 | 0.01% | 9,564 | -320 | -3.2% | -$1.98万 | 减仓 |
| TGT | TARGET CORP | $59.01万 | 0.01% | 4,869 | 1,789 | 58.1% | $21.68万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $58.77万 | 0.01% | 29,948 | -733 | -2.4% | -$1.44万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $58.59万 | 0.01% | 2,392 | 1 | 0.0% | $245 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $57.98万 | 0.01% | 24,352 | 484 | 2.0% | $1.15万 | 加仓 |
| CB | CHUBB LTD SWITZ | $57.76万 | 0.01% | 1,772 | 195 | 12.4% | $6.36万 | 加仓 |
| DOW | DOW HLDGS INC | $57.15万 | 0.01% | 13,722 | -10,294 | -42.9% | -$42.87万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $57.13万 | 0.01% | 27,975 | 82 | 0.3% | $1,675 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $57.04万 | 0.01% | 2,877 | 1,111 | 62.9% | $22.03万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.97万 | 0.01% | 22,942 | -796 | -3.4% | -$1.98万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $56.86万 | 0.01% | 2,617 | 328 | 14.3% | $7.13万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $56.47万 | 0.01% | 12,602 | -10,394 | -45.2% | -$46.58万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $56.47万 | 0.01% | 5,148 | 137 | 2.7% | $1.50万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $56.39万 | 0.01% | 2,082 | -405 | -16.3% | -$10.97万 | 减仓 |
| TY | TRI CONTL CORP | $56.31万 | 0.01% | 17,825 | 113 | 0.6% | $3,570 | 加仓 |
| IJS | ISHARES TR | $56.29万 | 0.01% | 4,752 | -19,161 | -80.1% | -$226.97万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $56.21万 | 0.01% | 13,065 | -49 | -0.4% | -$2,108 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $55.78万 | 0.01% | 5,782 | 2,146 | 59.0% | $20.70万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $55.75万 | 0.01% | 5,565 | 699 | 14.4% | $7.00万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $55.74万 | 0.01% | 5,946 | -226 | -3.7% | -$2.12万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $55.32万 | 0.01% | 11,603 | 684 | 6.3% | $3.26万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $55.20万 | 0.01% | 131 | -16 | -10.9% | -$6.74万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $55.06万 | 0.01% | 1,718 | -14 | -0.8% | -$4,487 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $54.91万 | 0.01% | 29,428 | 172 | 0.6% | $3,210 | 加仓 |
| EPAM | EPAM SYS INC | $54.57万 | 0.01% | 4,030 | 925 | 29.8% | $12.52万 | 加仓 |
| EIX | EDISON INTL | $54.51万 | 0.01% | 7,449 | -2,197 | -22.8% | -$16.08万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $54.31万 | 0.01% | 1,178 | 157 | 15.4% | $7.24万 | 加仓 |
| PYLD | PIMCO ETF TR | $54.29万 | 0.01% | 20,722 | 5,257 | 34.0% | $13.77万 | 加仓 |
| ADI | ANALOG DEVICES INC | $54.23万 | 0.01% | 1,704 | 47 | 2.8% | $1.50万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $53.97万 | 0.01% | 27,288 | -5,315 | -16.3% | -$10.51万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $53.88万 | 0.01% | 11,030 | -6,379 | -36.6% | -$31.16万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $53.79万 | 0.01% | 12,861 | 2,374 | 22.6% | $9.93万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $53.62万 | 0.01% | 3,411 | 228 | 7.2% | $3.58万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $53.46万 | 0.01% | 31,977 | 31,977 | — | $53.46万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $53.41万 | 0.01% | 12,802 | 148 | 1.2% | $6,175 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $53.25万 | 0.01% | 8,610 | 8,610 | — | $53.25万 | 新建仓 |
| NOBL | PROSHARES TR | $53.22万 | 0.01% | 5,020 | -72,361 | -93.5% | -$767.10万 | 减仓 |
| BE | BLOOM ENERGY CORP | $53.17万 | 0.01% | 3,924 | 3,924 | — | $53.17万 | 新建仓 |