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 |
|---|---|---|---|---|---|---|---|---|
| UJUN | INNOVATOR ETFS TRUST | $89.29万 | 0.01% | 23,168 | 183 | 0.8% | $7,053 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $88.64万 | 0.01% | 21,643 | 4,674 | 27.5% | $19.14万 | 加仓 |
| KLAC | KLA CORP | $88.42万 | 0.01% | 2,931 | 221 | 8.2% | $6.67万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $87.53万 | 0.01% | 4,363 | -638 | -12.8% | -$12.80万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $87.44万 | 0.01% | 20,721 | -2,962 | -12.5% | -$12.50万 | 减仓 |
| AGQ | PROSHARES TR II | $87.44万 | 0.01% | 12,857 | 1,040 | 8.8% | $7.07万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $87.42万 | 0.01% | 35,608 | 2,140 | 6.4% | $5.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $87.36万 | 0.01% | 21,754 | -634 | -2.8% | -$2.55万 | 减仓 |
| XYLD | GLOBAL X FDS | $86.96万 | 0.01% | 21,319 | -97 | -0.5% | -$3,957 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $86.89万 | 0.01% | 6,784 | -68,682 | -91.0% | -$879.72万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $86.69万 | 0.01% | 8,032 | 525 | 7.0% | $5.67万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $86.08万 | 0.01% | 11,284 | 1,782 | 18.8% | $13.59万 | 加仓 |
| LIN | LINDE PLC | $86.00万 | 0.01% | 1,657 | -234 | -12.4% | -$12.14万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $85.93万 | 0.01% | 12,293 | -743 | -5.7% | -$5.19万 | 减仓 |
| IBDT | ISHARES TR | $85.66万 | 0.01% | 33,924 | 8,674 | 34.4% | $21.90万 | 加仓 |
| UUUU | ENERGY FUELS INC | $85.65万 | 0.01% | 59,066 | -4,993 | -7.8% | -$7.24万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $85.60万 | 0.01% | 17,069 | -1,086 | -6.0% | -$5.45万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $85.53万 | 0.01% | 13,680 | -1,137 | -7.7% | -$7.11万 | 减仓 |
| PSK | SPDR SERIES TRUST | $85.37万 | 0.01% | 27,962 | 20,307 | 265.3% | $62.00万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $85.11万 | 0.01% | 2,140 | 962 | 81.7% | $38.26万 | 加仓 |
| TGT | TARGET CORP | $84.86万 | 0.01% | 6,497 | 1,628 | 33.4% | $21.26万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $84.86万 | 0.01% | 16,777 | -2,382 | -12.4% | -$12.05万 | 减仓 |
| — | PROSHARES TR | $84.63万 | 0.01% | 62,456 | 62,456 | — | $84.63万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $82.83万 | 0.01% | 15,672 | 5,427 | 53.0% | $28.68万 | 加仓 |
| EMXC | ISHARES INC | $82.69万 | 0.01% | 8,083 | -325 | -3.9% | -$3.32万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $82.64万 | 0.01% | 17,807 | -9,432 | -34.6% | -$43.77万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $82.53万 | 0.01% | 30,142 | -3,105 | -9.3% | -$8.50万 | 减仓 |
| LRGF | ISHARES TR | $82.36万 | 0.01% | 10,890 | -42 | -0.4% | -$3,176 | 减仓 |
| ONDS | ONDAS INC | $82.28万 | 0.01% | 99,850 | 500 | 0.5% | $4,120 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $81.30万 | 0.01% | 15,728 | -24,393 | -60.8% | -$126.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.09万 | 0.01% | 19,621 | -4,077 | -17.2% | -$16.85万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $80.94万 | 0.01% | 30,542 | 30,542 | — | $80.94万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $80.93万 | 0.01% | 2,093 | -322 | -13.3% | -$12.45万 | 减仓 |
| CB | CHUBB LIMITED | $80.93万 | 0.01% | 2,375 | 603 | 34.0% | $20.55万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $80.48万 | 0.01% | 48,192 | 31,036 | 180.9% | $51.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $80.06万 | 0.01% | 6,970 | -181 | -2.5% | -$2.08万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $79.26万 | 0.01% | 16,613 | 11,515 | 225.9% | $54.94万 | 加仓 |
| MGV | VANGUARD WORLD FD | $77.43万 | 0.01% | 4,737 | 222 | 4.9% | $3.63万 | 加仓 |
| NVS | NOVARTIS AG | $77.36万 | 0.01% | 4,936 | 432 | 9.6% | $6.77万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $77.26万 | 0.01% | 6,879 | 1,474 | 27.3% | $16.56万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $76.94万 | 0.01% | 13,968 | -13 | -0.1% | -$716 | 减仓 |
| ICVT | ISHARES TR | $76.22万 | 0.01% | 6,261 | -68,232 | -91.6% | -$830.68万 | 减仓 |
| TMUS | T-MOBILE US INC | $76.14万 | 0.01% | 4,540 | 972 | 27.2% | $16.30万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $75.22万 | 0.01% | 7,529 | 2 | 0.0% | $200 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $75.15万 | 0.01% | 38,487 | -1,745 | -4.3% | -$3.41万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $74.95万 | 0.01% | 16,002 | 1,580 | 11.0% | $7.40万 | 加仓 |
| EBND | SPDR SERIES TRUST | $74.94万 | 0.01% | 35,822 | 35,822 | — | $74.94万 | 新建仓 |
| AEE | AMEREN CORP | $74.90万 | 0.01% | 6,626 | -881 | -11.7% | -$9.96万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $74.46万 | 0.01% | 19,266 | 159 | 0.8% | $6,145 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $74.35万 | 0.01% | 17,419 | 12,249 | 236.9% | $52.28万 | 加仓 |
| IBHH | ISHARES TR | $74.26万 | 0.01% | 31,599 | 16,027 | 102.9% | $37.66万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $74.06万 | 0.01% | 10,278 | -12,621 | -55.1% | -$90.95万 | 减仓 |
| DHI | D R HORTON INC | $73.98万 | 0.01% | 4,542 | -153 | -3.3% | -$2.49万 | 减仓 |
| GSK | GSK PLC | $73.67万 | 0.01% | 14,053 | 2,393 | 20.5% | $12.54万 | 加仓 |
| SJM | SMUCKER J M CO | $73.57万 | 0.01% | 6,540 | 1,952 | 42.5% | $21.96万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $73.31万 | 0.01% | 5,736 | 588 | 11.4% | $7.52万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $73.13万 | 0.01% | 18,633 | 4,042 | 27.7% | $15.86万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $72.93万 | 0.01% | 1,756 | 803 | 84.3% | $33.35万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $72.91万 | 0.01% | 8,092 | -3,570 | -30.6% | -$32.17万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $72.73万 | 0.01% | 20,976 | 20,976 | — | $72.73万 | 新建仓 |
| ESGU | ISHARES TR | $72.41万 | 0.01% | 4,424 | 218 | 5.2% | $3.57万 | 加仓 |
| FN | FABRINET | $72.40万 | 0.01% | 1,288 | 1,288 | — | $72.40万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $72.30万 | 0.01% | 15,082 | 4,584 | 43.7% | $21.98万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $72.26万 | 0.01% | 16,112 | -925 | -5.4% | -$4.15万 | 减仓 |
| HSY | HERSHEY CO | $72.04万 | 0.01% | 4,106 | 482 | 13.3% | $8.46万 | 加仓 |
| FDX | FEDEX CORP | $71.55万 | 0.01% | 2,285 | 571 | 33.3% | $17.88万 | 加仓 |
| IBDR | ISHARES TR | $71.55万 | 0.01% | 29,528 | 4,581 | 18.4% | $11.10万 | 加仓 |
| AVY | AVERY DENNISON CORP | $71.44万 | 0.01% | 4,400 | 4,400 | — | $71.44万 | 新建仓 |
| SN | SHARKNINJA INC | $70.85万 | 0.01% | 4,653 | 4,653 | — | $70.85万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $70.72万 | 0.01% | 11,894 | 11,894 | — | $70.72万 | 新建仓 |
| ATFV | THE ALGER ETF TRUST | $70.64万 | 0.01% | 17,053 | 1,327 | 8.4% | $5.50万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $69.90万 | 0.01% | 14,955 | 3,202 | 27.2% | $14.97万 | 加仓 |
| MDB | MONGODB INC | $69.71万 | 0.01% | 2,075 | 2,075 | — | $69.71万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $69.59万 | 0.01% | 2,720 | 64 | 2.4% | $1.64万 | 加仓 |
| ZS | ZSCALER INC | $69.12万 | 0.01% | 4,897 | -1,893 | -27.9% | -$26.72万 | 减仓 |
| PSMR | PACER FDS TR | $69.01万 | 0.01% | 21,440 | 21,440 | — | $69.01万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $68.99万 | 0.01% | 35,582 | 35,582 | — | $68.99万 | 新建仓 |
| NVR | NVR INC | $68.82万 | 0.01% | 101 | 1 | 1.0% | $6,813 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $68.55万 | 0.01% | 9,783 | 9,783 | — | $68.55万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $68.39万 | 0.01% | 3,641 | 3,641 | — | $68.39万 | 新建仓 |
| OKTA | OKTA INC | $68.16万 | 0.01% | 4,995 | 4,995 | — | $68.16万 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $67.99万 | 0.01% | 153,469 | -3,770 | -2.4% | -$1.67万 | 减仓 |
| D | DOMINION ENERGY INC | $67.94万 | 0.01% | 9,949 | 385 | 4.0% | $2.63万 | 加仓 |
| PSA | PUBLIC STORAGE | $67.92万 | 0.01% | 2,134 | 52 | 2.5% | $1.66万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $67.89万 | 0.01% | 6,386 | 440 | 7.4% | $4.68万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $67.56万 | 0.01% | 6,155 | 373 | 6.5% | $4.09万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $67.47万 | 0.01% | 13,316 | 714 | 5.7% | $3.62万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $67.31万 | 0.01% | 51,741 | -45,016 | -46.5% | -$58.57万 | 减仓 |
| EEM | ISHARES TR | $66.86万 | 0.01% | 9,774 | 495 | 5.3% | $3.39万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $66.86万 | 0.01% | 27,290 | 9,112 | 50.1% | $22.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $66.06万 | 0.01% | 2,719 | 102 | 3.9% | $2.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $65.79万 | 0.01% | 7,990 | 635 | 8.6% | $5.23万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $65.52万 | 0.01% | 7,942 | -6,114 | -43.5% | -$50.44万 | 减仓 |
| IDA | IDACORP INC | $65.35万 | 0.01% | 4,319 | -585 | -11.9% | -$8.85万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $65.30万 | 0.01% | 3,006 | -314 | -9.5% | -$6.82万 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $65.28万 | 0.01% | 3,689 | 1,280 | 53.1% | $22.65万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $65.10万 | 0.01% | 1,298 | -196 | -13.1% | -$9.83万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $64.87万 | 0.01% | 2,398 | 6 | 0.3% | $1,623 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $64.63万 | 0.01% | 3,626 | 351 | 10.7% | $6.26万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $64.55万 | 0.01% | 6,269 | 36 | 0.6% | $3,707 | 加仓 |