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 |
|---|---|---|---|---|---|---|---|---|
| HIMU | BLACKROCK ETF TRUST II | $39.29万 | 0.00% | 8,189 | -73,706 | -90.0% | -$353.64万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $39.28万 | 0.00% | 14,495 | 2,544 | 21.3% | $6.89万 | 加仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC 看涨期权 | $39.19万 | 0.00% | 133,300 | 133,300 | — | $39.19万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $38.91万 | 0.00% | 9,368 | 3,803 | 68.3% | $15.80万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $38.85万 | 0.00% | 1,398 | 212 | 17.9% | $5.89万 | 加仓 |
| MPLX | MPLX LP | $38.80万 | 0.00% | 6,799 | -4,650 | -40.6% | -$26.54万 | 减仓 |
| ILCV | ISHARES TR | $38.78万 | 0.00% | 4,164 | 4,164 | — | $38.78万 | 新建仓 |
| PHM | PULTE GROUP INC | $38.73万 | 0.00% | 3,293 | 224 | 7.3% | $2.63万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.58万 | 0.00% | 2,947 | 248 | 9.2% | $3.25万 | 加仓 |
| — | CAPITOL SER TR | $38.58万 | 0.00% | 15,381 | 15,381 | — | $38.58万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $38.58万 | 0.00% | 10,498 | 1,765 | 20.2% | $6.49万 | 加仓 |
| MINT | PIMCO ETF TR | $38.39万 | 0.00% | 3,817 | 1,819 | 91.0% | $18.29万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $38.20万 | 0.00% | 2,202 | 258 | 13.3% | $4.48万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $38.19万 | 0.00% | 24,052 | -10,861 | -31.1% | -$17.25万 | 减仓 |
| CLX | CLOROX CO DEL | $38.04万 | 0.00% | 3,671 | 3,671 | — | $38.04万 | 新建仓 |
| GPC | GENUINE PARTS CO | $37.92万 | 0.00% | 3,585 | -313 | -8.0% | -$3.31万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $37.90万 | 0.00% | 2,410 | 380 | 18.7% | $5.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.80万 | 0.00% | 1,452 | -169 | -10.4% | -$4.40万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.73万 | 0.00% | 2,186 | -1,043 | -32.3% | -$18.00万 | 减仓 |
| NDSN | NORDSON CORP | $37.70万 | 0.00% | 1,417 | 79 | 5.9% | $2.10万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $37.64万 | 0.00% | 5,472 | -599 | -9.9% | -$4.12万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $37.63万 | 0.00% | 30,079 | -4,538 | -13.1% | -$5.68万 | 减仓 |
| RYLD | GLOBAL X FDS | $37.54万 | 0.00% | 25,108 | -1,191 | -4.5% | -$1.78万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC 看涨期权 | $37.44万 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $37.39万 | 0.00% | 9,286 | -41 | -0.4% | -$1,651 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $37.36万 | 0.00% | 2,409 | -190 | -7.3% | -$2.95万 | 减仓 |
| — | SPDR INDEX SHS FDS | $37.28万 | 0.00% | 4,832 | -213 | -4.2% | -$1.64万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $37.07万 | 0.00% | 15,614 | -6,237 | -28.5% | -$14.81万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $37.07万 | 0.00% | 79,200 | -66,368 | -45.6% | -$31.06万 | 减仓 |
| — | TIDAL TRUST II | $36.88万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $36.81万 | 0.00% | 7,092 | 908 | 14.7% | $4.71万 | 加仓 |
| OMC | OMNICOM GROUP INC | $36.79万 | 0.00% | 4,886 | 986 | 25.3% | $7.43万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $36.75万 | 0.00% | 20,706 | 1,648 | 8.6% | $2.93万 | 加仓 |
| CWB | SPDR SERIES TRUST | $36.71万 | 0.00% | 4,011 | -3,127 | -43.8% | -$28.62万 | 减仓 |
| IBHH | ISHARES TR | $36.55万 | 0.00% | 15,572 | 15,572 | — | $36.55万 | 新建仓 |
| MTZ | MASTEC INC | $36.23万 | 0.00% | 1,126 | 3 | 0.3% | $965 | 加仓 |
| CPRT | COPART INC | $36.19万 | 0.00% | 10,900 | -232 | -2.1% | -$7,702 | 减仓 |
| PFLT | PENNANTPARK FLOATING RATE CA | $36.18万 | 0.00% | 44,997 | 23,796 | 112.2% | $19.13万 | 加仓 |
| SCZ | ISHARES TR | $36.02万 | 0.00% | 4,593 | -71 | -1.5% | -$5,568 | 减仓 |
| — | STARBOARD INVT TR | $35.97万 | 0.00% | 46,838 | -35,711 | -43.3% | -$27.43万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $35.86万 | 0.00% | 10,540 | 203 | 2.0% | $6,906 | 加仓 |
| KODK | EASTMAN KODAK CO | $35.83万 | 0.00% | 39,595 | 39,595 | — | $35.83万 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $35.72万 | 0.00% | 2,653 | 2,653 | — | $35.72万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $35.62万 | 0.00% | 28,138 | 11,444 | 68.6% | $14.49万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $35.58万 | 0.00% | 6,672 | 6,672 | — | $35.58万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $35.57万 | 0.00% | 15,928 | -127 | -0.8% | -$2,836 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $35.56万 | 0.00% | 1,709 | -886 | -34.1% | -$18.44万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $35.46万 | 0.00% | 8,629 | 1,770 | 25.8% | $7.27万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $35.38万 | 0.00% | 395 | 4 | 1.0% | $3,582 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $35.24万 | 0.00% | 2,782 | -50 | -1.8% | -$6,333 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $35.08万 | 0.00% | 1,678 | 67 | 4.2% | $1.40万 | 加仓 |
| EWZ | ISHARES INC | $34.68万 | 0.00% | 9,033 | 9,033 | — | $34.68万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $34.67万 | 0.00% | 1,753 | -13 | -0.7% | -$2,571 | 重新持有 |
| BXSL | BLACKSTONE SECD LENDING FD | $34.67万 | 0.00% | 14,633 | 6,151 | 72.5% | $14.57万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $34.42万 | 0.00% | 3,417 | -3,191 | -48.3% | -$32.14万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $34.41万 | 0.00% | 11,993 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $34.32万 | 0.00% | 314 | -209 | -40.0% | -$22.84万 | 减仓 |
| USHY | ISHARES TR | $34.24万 | 0.00% | 9,294 | -184 | -1.9% | -$6,778 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.90万 | 0.00% | 10,838 | -826 | -7.1% | -$2.58万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $33.85万 | 0.00% | 12,327 | -1,303 | -9.6% | -$3.58万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.78万 | 0.00% | 1,664 | -136 | -7.6% | -$2.76万 | 减仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $33.74万 | 0.00% | 16,260 | -861 | -5.0% | -$1.79万 | 减仓 |
| — | STELLAR BANCORP INC | $33.71万 | 0.00% | 9,208 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $33.67万 | 0.00% | 66,942 | 5,144 | 8.3% | $2.59万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $33.37万 | 0.00% | 3,357 | -825 | -19.7% | -$8.20万 | 减仓 |
| — | TIDAL TRUST I | $33.37万 | 0.00% | 12,139 | 12,139 | — | $33.37万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $33.32万 | 0.00% | 4,690 | 4,690 | — | $33.32万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $33.31万 | 0.00% | 14,173 | -238 | -1.7% | -$5,594 | 减仓 |
| PAYX | PAYCHEX INC | $33.27万 | 0.00% | 3,611 | 121 | 3.5% | $1.11万 | 加仓 |
| PL | PLANET LABS PBC | $33.13万 | 0.00% | 11,853 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.87万 | 0.00% | 9,996 | -1,138 | -10.2% | -$3.74万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $32.81万 | 0.00% | 9,044 | 9,044 | — | $32.81万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.73万 | 0.00% | 9,972 | -450 | -4.3% | -$1.48万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $32.60万 | 0.00% | 12,956 | 12,956 | — | $32.60万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $32.51万 | 0.00% | 5,821 | 2,004 | 52.5% | $11.19万 | 加仓 |
| DIV | GLOBAL X FDS | $32.48万 | 0.00% | 17,183 | -1,357 | -7.3% | -$2.56万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.44万 | 0.00% | 5,170 | -22 | -0.4% | -$1,380 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $32.42万 | 0.00% | 14,125 | 989 | 7.5% | $2.27万 | 加仓 |
| TLN | TALEN ENERGY CORP | $32.31万 | 0.00% | 1,012 | 329 | 48.2% | $10.50万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $32.23万 | 0.00% | 15,738 | 15,738 | — | $32.23万 | 新建仓 |
| WELL | WELLTOWER INC | $32.19万 | 0.00% | 1,628 | -223 | -12.0% | -$4.41万 | 减仓 |
| — | PGIM ETF TR | $32.17万 | 0.00% | 6,390 | 6,390 | — | $32.17万 | 新建仓 |
| AIQ | GLOBAL X FDS | $32.13万 | 0.00% | 6,884 | -200 | -2.8% | -$9,334 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $32.12万 | 0.00% | 3,206 | -2 | -0.1% | -$200 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $32.11万 | 0.00% | 2,796 | 2,796 | — | $32.11万 | 新建仓 |
| PCG | PG&E CORP | $31.62万 | 0.00% | 17,995 | -305 | -1.7% | -$5,359 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $31.43万 | 0.00% | 8,052 | -10,427 | -56.4% | -$40.70万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $31.42万 | 0.00% | 5,580 | 67 | 1.2% | $3,773 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $31.35万 | 0.00% | 15,405 | -3,269 | -17.5% | -$6.65万 | 减仓 |
| IGRO | ISHARES TR | $31.21万 | 0.00% | 3,726 | 153 | 4.3% | $1.28万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $30.92万 | 0.00% | 4,610 | -1,649 | -26.3% | -$11.06万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.87万 | 0.00% | 13,293 | -136,666 | -91.1% | -$317.35万 | 减仓 |
| COPX | GLOBAL X FDS | $30.85万 | 0.00% | 4,040 | -18,055 | -81.7% | -$137.85万 | 减仓 |
| INTU | INTUIT | $30.79万 | 0.00% | 712 | -48 | -6.3% | -$2.08万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $30.76万 | 0.00% | 5,622 | -158 | -2.7% | -$8,646 | 减仓 |
| TRMB | TRIMBLE INC | $30.65万 | 0.00% | 4,698 | 402 | 9.4% | $2.62万 | 加仓 |
| TXT | TEXTRON INC | $30.62万 | 0.00% | 3,497 | 3,497 | — | $30.62万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $30.43万 | 0.00% | 9,396 | -3 | -0.0% | -$97 | 减仓 |
| ESUM | STRATEGY SHS | $30.39万 | 0.00% | 11,609 | 3,570 | 44.4% | $9.35万 | 加仓 |
| PLD | PROLOGIS INC. | $30.25万 | 0.00% | 2,289 | 2 | 0.1% | $264 | 加仓 |