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 |
|---|---|---|---|---|---|---|---|---|
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $47.50万 | 0.00% | 130,497 | 130,497 | — | $47.50万 | 新建仓 |
| ILCV | ISHARES TR | $47.34万 | 0.00% | 4,676 | 512 | 12.3% | $5.18万 | 加仓 |
| IJS | ISHARES TR | $47.06万 | 0.00% | 3,443 | -1,309 | -27.5% | -$17.89万 | 减仓 |
| TTE | TOTALENERGIES SE | $47.02万 | 0.00% | 6,047 | -4,352 | -41.9% | -$33.84万 | 减仓 |
| CATH | GLOBAL X FDS | $47.02万 | 0.00% | 5,313 | -6 | -0.1% | -$531 | 减仓 |
| PULS | PGIM ETF TR | $46.95万 | 0.00% | 9,476 | 9,476 | — | $46.95万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $46.79万 | 0.00% | 1,596 | -116 | -6.8% | -$3.40万 | 减仓 |
| SCZ | ISHARES TR | $46.49万 | 0.00% | 5,651 | 1,058 | 23.0% | $8.70万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $46.31万 | 0.00% | 3,264 | -197 | -5.7% | -$2.79万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $46.23万 | 0.00% | 19,986 | 6,693 | 50.3% | $15.48万 | 加仓 |
| IAGG | ISHARES TR | $46.18万 | 0.00% | 9,126 | -728,168 | -98.8% | -$3,684.45万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $45.94万 | 0.00% | 10,053 | 10,053 | — | $45.94万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $45.85万 | 0.00% | 6,252 | 672 | 12.0% | $4.93万 | 加仓 |
| — | ELECTRONIC ARTS INC | $45.68万 | 0.00% | 2,228 | 1,089 | 95.6% | $22.33万 | 加仓 |
| AIQ | GLOBAL X FDS | $45.52万 | 0.00% | 6,938 | 54 | 0.8% | $3,543 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $45.40万 | 0.00% | 8,705 | 69 | 0.8% | $3,598 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $45.13万 | 0.00% | 25,451 | 245 | 1.0% | $4,344 | 加仓 |
| RY | ROYAL BK CDA | $45.02万 | 0.00% | 2,175 | 778 | 55.7% | $16.10万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $44.95万 | 0.00% | 10,896 | -246 | -2.2% | -$1.01万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $44.83万 | 0.00% | 1,573 | 109 | 7.4% | $3.11万 | 加仓 |
| COR | CENCORA INC | $44.79万 | 0.00% | 1,583 | 77 | 5.1% | $2.18万 | 加仓 |
| ESUM | STRATEGY SHS | $44.50万 | 0.00% | 14,527 | 2,918 | 25.1% | $8.94万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $44.35万 | 0.00% | 6,565 | 2,356 | 56.0% | $15.92万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $43.87万 | 0.00% | 19,487 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $43.77万 | 0.00% | 19,568 | 531 | 2.8% | $1.19万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $43.25万 | 0.00% | 4,190 | -1,354 | -24.4% | -$13.98万 | 减仓 |
| FLOT | ISHARES TR | $42.79万 | 0.00% | 8,382 | 2,805 | 50.3% | $14.32万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.59万 | 0.00% | 14,158 | -603 | -4.1% | -$1.81万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.47万 | 0.00% | 1,725 | 16 | 0.9% | $3,939 | 加仓 |
| FTI | TECHNIPFMC PLC | $42.37万 | 0.00% | 6,391 | 6,391 | — | $42.37万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $42.30万 | 0.00% | 21,420 | 7,286 | 51.5% | $14.39万 | 加仓 |
| IXUS | ISHARES TR | $41.89万 | 0.00% | 4,389 | 1,219 | 38.5% | $11.64万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $41.72万 | 0.00% | 1,542 | 90 | 6.2% | $2.43万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $41.39万 | 0.00% | 4,675 | -203 | -4.2% | -$1.80万 | 减仓 |
| BCPC | BALCHEM CORP | $41.38万 | 0.00% | 2,449 | 8 | 0.3% | $1,352 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $41.27万 | 0.00% | 43,626 | -13,000 | -23.0% | -$12.30万 | 减仓 |
| RGLD | ROYAL GOLD INC | $41.21万 | 0.00% | 2,064 | -555 | -21.2% | -$11.08万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $41.11万 | 0.00% | 11,070 | 4,072 | 58.2% | $15.12万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $41.09万 | 0.00% | 16,274 | 1,779 | 12.3% | $4.49万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $40.98万 | 0.00% | 1,464 | -2,002 | -57.8% | -$56.04万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $40.67万 | 0.00% | 1,712 | 342 | 25.0% | $8.12万 | 加仓 |
| TXT | TEXTRON INC | $40.63万 | 0.00% | 4,429 | 932 | 26.7% | $8.55万 | 加仓 |
| MKC | MCCORMICK & CO INC | $40.48万 | 0.00% | 8,029 | 8,029 | — | $40.48万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $40.35万 | 0.00% | 10,597 | 1,553 | 17.2% | $5.91万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.17万 | 0.00% | 2,560 | -2,354 | -47.9% | -$36.94万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $40.17万 | 0.00% | 8,901 | -15,451 | -63.4% | -$69.73万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $40.16万 | 0.00% | 12,705 | -3,996 | -23.9% | -$12.63万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $40.11万 | 0.00% | 2,456 | 533 | 27.7% | $8.70万 | 加仓 |
| — | VOLATILITY SHS TR | $39.94万 | 0.00% | 35,000 | -88,000 | -71.5% | -$100.41万 | 减仓 |
| VOX | VANGUARD WORLD FD | $39.90万 | 0.00% | 2,169 | -227 | -9.5% | -$4.18万 | 减仓 |
| IHE | ISHARES TR | $39.89万 | 0.00% | 4,029 | -685,245 | -99.4% | -$6,785.03万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $39.86万 | 0.00% | 4,348 | -999 | -18.7% | -$9.16万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.81万 | 0.00% | 13,408 | -1,403 | -9.5% | -$4.17万 | 减仓 |
| SHEL | SHELL PLC | $39.61万 | 0.00% | 5,108 | -3,818 | -42.8% | -$29.60万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $39.45万 | 0.00% | 8,959 | 330 | 3.8% | $1.45万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $39.40万 | 0.00% | 8,906 | 1,878 | 26.7% | $8.31万 | 加仓 |
| HDV | ISHARES TR | $39.30万 | 0.00% | 14,338 | 4,498 | 45.7% | $12.33万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $39.05万 | 0.00% | 399 | 4 | 1.0% | $3,914 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $38.64万 | 0.00% | 6,564 | -108 | -1.6% | -$6,358 | 减仓 |
| AZN | ASTRAZENECA PLC | $38.59万 | 0.00% | 2,035 | 593 | 41.1% | $11.25万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $38.42万 | 0.00% | 1,429 | 416 | 41.1% | $11.18万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $38.21万 | 0.00% | 1,247 | -708 | -36.2% | -$21.69万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $38.03万 | 0.00% | 9,065 | 9,065 | — | $38.03万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $38.01万 | 0.00% | 1,444 | 326 | 29.2% | $8.58万 | 加仓 |
| — | SPDR INDEX SHS FDS | $38.00万 | 0.00% | 4,756 | -76 | -1.6% | -$6,073 | 减仓 |
| DON | WISDOMTREE TR | $37.76万 | 0.00% | 6,680 | 959 | 16.8% | $5.42万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $37.73万 | 0.00% | 64,717 | -2,225 | -3.3% | -$1.30万 | 减仓 |
| RBRK | RUBRIK INC. | $37.64万 | 0.00% | 4,688 | 4,688 | — | $37.64万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $37.63万 | 0.00% | 9,822 | 536 | 5.8% | $2.05万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $37.53万 | 0.00% | 1,862 | 184 | 11.0% | $3.71万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $37.53万 | 0.00% | 4,481 | 701 | 18.5% | $5.87万 | 加仓 |
| RIO | RIO TINTO PLC | $37.43万 | 0.00% | 3,943 | 546 | 16.1% | $5.18万 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD | $37.38万 | 0.00% | 2,410 | 746 | 44.8% | $11.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.35万 | 0.00% | 8,951 | 8,951 | — | $37.35万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $37.31万 | 0.00% | 29,240 | -7,300 | -20.0% | -$9.31万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $37.14万 | 0.00% | 12,999 | 12,999 | — | $37.14万 | 新建仓 |
| — | NEOS ETF TRUST | $37.13万 | 0.00% | 7,561 | 7,561 | — | $37.13万 | 新建仓 |
| GPC | GENUINE PARTS CO | $37.01万 | 0.00% | 3,137 | -448 | -12.5% | -$5.28万 | 减仓 |
| FFLG | FIDELITY COVINGTON TRUST | $36.94万 | 0.00% | 10,650 | -34 | -0.3% | -$1,179 | 减仓 |
| GME | GAMESTOP CORP | $36.87万 | 0.00% | 16,699 | -18,579 | -52.7% | -$41.02万 | 减仓 |
| USHY | ISHARES TR | $36.83万 | 0.00% | 9,949 | 655 | 7.0% | $2.42万 | 加仓 |
| — | PGIM ETF TR | $36.71万 | 0.00% | 7,281 | 891 | 13.9% | $4.49万 | 加仓 |
| COPX | GLOBAL X FDS | $36.71万 | 0.00% | 4,769 | 729 | 18.0% | $5.61万 | 加仓 |
| XOP | SPDR SERIES TRUST | $36.42万 | 0.00% | 2,361 | -10,714 | -81.9% | -$165.28万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $36.38万 | 0.00% | 6,513 | -2,109 | -24.5% | -$11.78万 | 减仓 |
| CACI | CACI INTL INC | $36.23万 | 0.00% | 782 | 782 | — | $36.23万 | 新建仓 |
| — | STELLAR BANCORP INC | $36.21万 | 0.00% | 9,208 | 0 | 0.0% | — | 不变 |
| RYLD | GLOBAL X FDS | $36.20万 | 0.00% | 22,641 | -2,467 | -9.8% | -$3.94万 | 减仓 |
| NRG | NRG ENERGY INC | $36.19万 | 0.00% | 2,478 | -1,759 | -41.5% | -$25.69万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $36.16万 | 0.00% | 8,375 | 2,524 | 43.1% | $10.90万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $36.12万 | 0.00% | 1,445 | -191 | -11.7% | -$4.77万 | 重新持有 |
| SLYV | SPDR SERIES TRUST | $36.08万 | 0.00% | 3,307 | 449 | 15.7% | $4.90万 | 加仓 |
| TLTW | ISHARES TR | $36.02万 | 0.00% | 16,123 | -5,825 | -26.5% | -$13.01万 | 减仓 |
| TRFK | PACER FDS TR | $35.99万 | 0.00% | 3,373 | 3,373 | — | $35.99万 | 新建仓 |
| SLB | SLB LIMITED | $35.76万 | 0.00% | 7,692 | 3,400 | 79.2% | $15.81万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $35.71万 | 0.00% | 3,313 | 105 | 3.3% | $1.13万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $35.66万 | 0.00% | 7,089 | -2,636 | -27.1% | -$13.26万 | 减仓 |
| PAYX | PAYCHEX INC | $35.61万 | 0.00% | 3,622 | 11 | 0.3% | $1,081 | 加仓 |
| EPAM | EPAM SYS INC | $35.56万 | 0.00% | 4,482 | 452 | 11.2% | $3.59万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $35.40万 | 0.00% | 908 | 908 | — | $35.40万 | 新建仓 |