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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $64.43万 | 0.01% | 24,829 | -1,491 | -5.7% | -$3.87万 | 减仓 |
| BP | BP PLC | $63.97万 | 0.01% | 17,313 | 2,851 | 19.7% | $10.53万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $63.27万 | 0.01% | 17,532 | -500 | -2.8% | -$1.80万 | 减仓 |
| NTAP | NETAPP INC | $63.24万 | 0.01% | 4,087 | 156 | 4.0% | $2.41万 | 加仓 |
| SNOW | SNOWFLAKE INC | $62.99万 | 0.01% | 2,476 | 315 | 14.6% | $8.01万 | 重新持有 |
| IYE | ISHARES TR | $62.95万 | 0.01% | 11,124 | 11,124 | — | $62.95万 | 新建仓 |
| QTWO | Q2 HLDGS INC | $62.57万 | 0.01% | 13,009 | -6 | -0.0% | -$289 | 减仓 |
| — | GLOBAL X FDS | $62.52万 | 0.01% | 11,000 | 11,000 | — | $62.52万 | 新建仓 |
| TY | TRI CONTL CORP | $62.38万 | 0.01% | 18,125 | 300 | 1.7% | $1.03万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $62.28万 | 0.01% | 12,639 | 7,195 | 132.2% | $35.46万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $62.28万 | 0.01% | 13,026 | -39 | -0.3% | -$1,865 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $61.87万 | 0.01% | 70,384 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $61.79万 | 0.01% | 23,558 | -2,342 | -9.0% | -$6.14万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $61.75万 | 0.01% | 18,639 | 18,639 | — | $61.75万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $61.74万 | 0.01% | 19,337 | 7,344 | 61.2% | $23.45万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $61.73万 | 0.01% | 1,793 | 75 | 4.4% | $2.58万 | 加仓 |
| CTRE | CARETRUST REIT INC | $61.54万 | 0.01% | 15,251 | -2,821 | -15.6% | -$11.38万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $61.24万 | 0.01% | 4,271 | 4,271 | — | $61.24万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.10万 | 0.01% | 7,732 | 1,897 | 32.5% | $14.99万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $61.04万 | 0.01% | 7,217 | -677 | -8.6% | -$5.73万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.98万 | 0.01% | 23,020 | 78 | 0.3% | $2,066 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $60.85万 | 0.01% | 1,225 | 61 | 5.2% | $3.03万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $60.13万 | 0.01% | 45,468 | 45,468 | — | $60.13万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $60.04万 | 0.01% | 2,066 | 183 | 9.7% | $5.32万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $59.81万 | 0.01% | 34,836 | -12,922 | -27.1% | -$22.19万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $59.79万 | 0.01% | 3,951 | 540 | 15.8% | $8.17万 | 加仓 |
| FTNT | FORTINET INC | $59.79万 | 0.01% | 3,892 | 237 | 6.5% | $3.64万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $59.77万 | 0.01% | 697 | 697 | — | $59.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $59.76万 | 0.01% | 16,665 | 9,482 | 132.0% | $34.00万 | 加仓 |
| BILS | SPDR SERIES TRUST | $59.13万 | 0.01% | 5,950 | -57,262 | -90.6% | -$569.04万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $59.06万 | 0.01% | 37,451 | -11,076 | -22.8% | -$17.47万 | 减仓 |
| EXEL | EXELIXIS INC | $59.02万 | 0.01% | 10,848 | -8,064 | -42.6% | -$43.88万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $58.99万 | 0.01% | 12,928 | 126 | 1.0% | $5,749 | 加仓 |
| EXC | EXELON CORP | $58.95万 | 0.01% | 12,646 | 367 | 3.0% | $1.71万 | 加仓 |
| DVY | ISHARES TR | $58.85万 | 0.01% | 3,765 | -241 | -6.0% | -$3.77万 | 减仓 |
| NEM | NEWMONT CORP | $58.79万 | 0.01% | 6,294 | 726 | 13.0% | $6.78万 | 加仓 |
| NIO | NIO INC 看涨期权 | $58.19万 | 0.01% | 115,000 | 115,000 | — | $58.19万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $57.87万 | 0.01% | 11,067 | -536 | -4.6% | -$2.80万 | 减仓 |
| PHM | PULTE GROUP INC | $57.32万 | 0.01% | 4,178 | 885 | 26.9% | $12.14万 | 加仓 |
| CWB | SPDR SERIES TRUST | $56.79万 | 0.01% | 5,267 | 1,256 | 31.3% | $13.54万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $56.67万 | 0.01% | 10,569 | -461 | -4.2% | -$2.47万 | 减仓 |
| ELCV | STRATEGY SHS | $56.33万 | 0.01% | 17,138 | 3,339 | 24.2% | $10.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.23万 | 0.01% | 22,443 | 129 | 0.6% | $3,232 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.04万 | 0.01% | 19,578 | -129 | -0.7% | -$3,693 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $55.73万 | 0.01% | 28,411 | -1,537 | -5.1% | -$3.01万 | 减仓 |
| SQQQ | PROSHARES TR | $55.24万 | 0.01% | 15,213 | 15,213 | — | $55.24万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $55.16万 | 0.01% | 14,788 | -826 | -5.3% | -$3.08万 | 减仓 |
| BXP | BXP INC | $55.12万 | 0.01% | 8,313 | 1,221 | 17.2% | $8.10万 | 加仓 |
| PCAR | PACCAR INC | $55.05万 | 0.01% | 4,583 | 87 | 1.9% | $1.05万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $54.91万 | 0.01% | 1,463 | 65 | 4.6% | $2.44万 | 加仓 |
| NDSN | NORDSON CORP | $54.84万 | 0.01% | 1,818 | 401 | 28.3% | $12.10万 | 加仓 |
| NOBL | PROSHARES TR | $54.79万 | 0.01% | 9,757 | -283 | -2.8% | -$1.59万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $54.70万 | 0.01% | 13,210 | 3,842 | 41.0% | $15.91万 | 加仓 |
| IYZ | ISHARES TR | $54.64万 | 0.01% | 12,915 | -14,649 | -53.1% | -$61.98万 | 重新持有 |
| ARKK | ARK ETF TR | $54.62万 | 0.01% | 6,758 | -623 | -8.4% | -$5.04万 | 减仓 |
| DHR | DANAHER CORP DEL | $54.40万 | 0.01% | 2,856 | -470 | -14.1% | -$8.95万 | 减仓 |
| EIX | EDISON INTL | $53.72万 | 0.01% | 7,216 | -233 | -3.1% | -$1.73万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $53.64万 | 0.01% | 26,337 | -1,638 | -5.9% | -$3.34万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $53.42万 | 0.01% | 49,148 | -10,272 | -17.3% | -$11.17万 | 减仓 |
| PL | PLANET LABS PBC | $52.90万 | 0.01% | 15,966 | 4,113 | 34.7% | $13.63万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $52.58万 | 0.01% | 4,691 | -656 | -12.3% | -$7.35万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $52.44万 | 0.01% | 2,832 | 269 | 10.5% | $4.98万 | 加仓 |
| IDEV | ISHARES TR | $52.02万 | 0.01% | 5,844 | 623 | 11.9% | $5.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $51.99万 | 0.01% | 23,662 | -896 | -3.6% | -$1.97万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $51.89万 | 0.01% | 19,821 | 19,821 | — | $51.89万 | 新建仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $51.89万 | 0.01% | 42,850 | 42,850 | — | $51.89万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.52万 | 0.01% | 18,549 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $51.50万 | 0.01% | 27,726 | -1,702 | -5.8% | -$3.16万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.38万 | 0.01% | 3,517 | 570 | 19.3% | $8.33万 | 加仓 |
| SMR | NUSCALE PWR CORP | $51.22万 | 0.01% | 51,067 | 12,279 | 31.7% | $12.32万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.12万 | 0.01% | 10,374 | 10,374 | — | $51.12万 | 新建仓 |
| CALF | PACER FDS TR | $50.96万 | 0.01% | 10,070 | 1,077 | 12.0% | $5.45万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $50.94万 | 0.01% | 12,175 | 2,203 | 22.1% | $9.22万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $50.89万 | 0.01% | 4,268 | -30 | -0.7% | -$3,577 | 减仓 |
| VTR | VENTAS INC | $50.81万 | 0.01% | 5,722 | 179 | 3.2% | $1.59万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $50.76万 | 0.01% | 10,502 | 1,925 | 22.4% | $9.30万 | 加仓 |
| USIG | ISHARES TR | $50.74万 | 0.01% | 9,893 | 291 | 3.0% | $1.49万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $50.70万 | 0.01% | 6,768 | 1,208 | 21.7% | $9.05万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $50.44万 | 0.01% | 30,303 | -1,674 | -5.2% | -$2.79万 | 减仓 |
| MTZ | MASTEC INC | $50.05万 | 0.01% | 1,203 | 77 | 6.8% | $3.20万 | 加仓 |
| IR | INGERSOLL RAND INC | $49.91万 | 0.01% | 6,087 | 148 | 2.5% | $1.21万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $49.87万 | 0.01% | 17,004 | -428 | -2.5% | -$1.26万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $49.69万 | 0.01% | 1,083 | 137 | 14.5% | $6.29万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $49.57万 | 0.01% | 9,379 | -23 | -0.2% | -$1,216 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $49.23万 | 0.01% | 9,331 | 401 | 4.5% | $2.12万 | 加仓 |
| COKE | COCA COLA CONS INC | $49.09万 | 0.01% | 2,571 | 97 | 3.9% | $1.85万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.09万 | 0.01% | 15,494 | 15,494 | — | $49.09万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $49.07万 | 0.01% | 1,384 | -94 | -6.4% | -$3.33万 | 减仓 |
| WELL | WELLTOWER INC | $49.00万 | 0.01% | 2,159 | 531 | 32.6% | $12.05万 | 加仓 |
| MGC | VANGUARD WORLD FD | $48.83万 | 0.01% | 1,785 | -294 | -14.1% | -$8.04万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $48.76万 | 0.01% | 4,416 | -141 | -3.1% | -$1.56万 | 减仓 |
| DTE | DTE ENERGY CO | $48.72万 | 0.01% | 3,198 | 2 | 0.1% | $305 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $48.57万 | 0.00% | 351 | 37 | 11.8% | $5.12万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $48.46万 | 0.00% | 2,930 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $48.38万 | 0.00% | 5,254 | 23 | 0.4% | $2,118 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $48.23万 | 0.00% | 13,302 | 931 | 7.5% | $3.38万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $47.98万 | 0.00% | 13,153 | 6,019 | 84.4% | $21.96万 | 加仓 |
| PYLD | PIMCO ETF TR | $47.86万 | 0.00% | 18,047 | -2,675 | -12.9% | -$7.09万 | 减仓 |
| IDXX | IDEXX LABS INC | $47.59万 | 0.00% | 904 | 33 | 3.8% | $1.74万 | 加仓 |
| BLZE | BACKBLAZE INC | $47.58万 | 0.00% | 30,000 | 30,000 | — | $47.58万 | 新建仓 |