13F 机构持仓

Founders Financial Alliance, LLC

RALEIGH NC · SEC CIK 0001832190

2026Q22026Q1 更早 9 个季度 🔒
$5.55亿2026Q1 申报市值
735持仓数
23.7%前十大占比 · 第一大 5.9%
42 / 16新建仓 / 清仓
申报市值走势$7.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.9%
NVDA 4.3%
MSFT 2.3%
AMZN 1.9%
PULS 1.7%
JPM 1.6%
IVV 1.6%
DGRW 1.5%
GOOGL 1.5%
DUK 1.4%

2026Q1 买入最多 按季末市值估算

LQDH 加仓+$442.15万
BALI 加仓+$164.68万
TCAL 加仓+$83.54万
GPIQ 加仓+$79.33万
PYLD 加仓+$77.68万

2026Q1 卖出最多 按季末市值估算

JPST 减仓-$213.43万
FBND 清仓-$99.54万
AAPL 减仓-$87.35万
EVLN 减仓-$56.74万
CEG 清仓-$48.50万

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
FBND FIDELITY MERRIMACK STR TR $00.00%0 -21,620-100.0% -$99.54万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -1,373-100.0% -$48.50万 清仓
NOW SERVICENOW INC $00.00%0 —— — 申报中断
PINS PINTEREST INC $00.00%0 -15,111-100.0% -$39.12万 清仓
ADBE ADOBE INC $00.00%0 -1,065-100.0% -$37.27万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -625-100.0% -$36.29万 清仓
— PIMCO HIGH INCOME FD $00.00%0 -73,759-100.0% -$35.85万 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -1,199-100.0% -$33.98万 清仓
ALL ALLSTATE CORP $00.00%0 -1,395-100.0% -$29.03万 清仓
APP APPLOVIN CORP $00.00%0 —— — 申报中断
KMPR KEMPER CORP $00.00%0 -6,063-100.0% -$24.58万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -4,111-100.0% -$24.00万 清仓
HSY HERSHEY CO $00.00%0 -1,291-100.0% -$23.49万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -13,225-100.0% -$19.44万 清仓
BDN BRANDYWINE RLTY TR $00.00%0 -18,741-100.0% -$5.47万 清仓
LVHD LEGG MASON ETF INVT $00.00%0 -83-100.0% -$3,310 清仓
SPTS SPDR SERIES TRUST $00.00%0 -27-100.0% -$791 清仓
FDVV FIDELITY COVINGTON TRUST $00.00%0 -5-100.0% -$283 清仓
XMVM INVESCO EXCHANGE TRADED FD T $650.00%1 00.0% — 不变
SRVR PACER FDS TR $3750.00%12 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $3820.00%25 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $5010.00%9 00.0% — 不变
— VANECK ETF TRUST $5130.00%50 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $6040.00%13 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6410.00%33 00.0% — 不变
REET ISHARES TR $8550.00%34 00.0% — 不变
SIL GLOBAL X FDS $9120.00%10 -316-96.9% -$2.88万 减仓
SPMO INVESCO EXCH TRADED FD TR II $1,0090.00%9 9— $1,009 新建仓
SPSB SPDR SERIES TRUST $1,0520.00%35 00.0% — 重新持有
SCHC SCHWAB STRATEGIC TR $1,1690.00%25 00.0% — 不变
OBIL RBB FD INC $1,2520.00%25 00.0% — 不变
EBND SPDR SERIES TRUST $1,3620.00%66 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1,3960.00%50 00.0% — 不变
IFLN INVESCO EXCH TRADED FD TR II $1,6150.00%90 00.0% — 不变
HYEM VANECK ETF TRUST $1,6180.00%82 00.0% — 重新持有
— VANECK ETF TRUST $1,6650.00%12 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1,7620.00%38 00.0% — 不变
ANGL VANECK ETF TRUST $1,8350.00%64 00.0% — 不变
SPMB SPDR SERIES TRUST $1,8810.00%84 00.0% — 不变
BIZD VANECK ETF TRUST $1,9200.00%150 150— $1,920 新建仓
FXU FIRST TR EXCHANGE-TRADED FD $2,0830.00%42 00.0% — 不变
USIG ISHARES TR $2,2540.00%44 -12-21.4% -$615 减仓
FUTY FIDELITY COVINGTON TRUST $2,2540.00%38 00.0% — 不变
— GOLDMAN SACHS ETF TR $2,2600.00%50 00.0% — 不变
SCZ ISHARES TR $2,2740.00%29 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $2,3070.00%70 00.0% — 不变
— GLOBAL X FDS $2,3330.00%72 00.0% — 不变
EMLC VANECK ETF TRUST $2,3350.00%93 00.0% — 重新持有
PFFD GLOBAL X FDS $2,4100.00%131 00.0% — 重新持有
VWOB VANGUARD WHITEHALL FDS $2,4310.00%37 00.0% — 重新持有
VCLT VANGUARD SCOTTSDALE FDS $2,5400.00%34 00.0% — 重新持有
XME SPDR SERIES TRUST $2,5920.00%24 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $2,5940.00%45 00.0% — 不变
PICK ISHARES INC $2,8300.00%50 00.0% — 不变
XES SPDR SERIES TRUST $2,9080.00%25 00.0% — 重新持有
SCHA SCHWAB STRATEGIC TR $2,9660.00%102 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $3,1130.00%96 00.0% — 不变
SPTI SPDR SERIES TRUST $3,2390.00%113 00.0% — 不变
MOO VANECK ETF TRUST $3,5490.00%42 00.0% — 不变
— RBB FD INC $3,5600.00%126 00.0% — 重新持有
SCHX SCHWAB STRATEGIC TR $3,6920.00%144 00.0% — 不变
— VANECK ETF TRUST $3,9480.00%43 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $3,9570.00%48 00.0% — 不变
WCLD WISDOMTREE TR $4,0980.00%150 00.0% — 重新持有
FFOG FRANKLIN TEMPLETON ETF TR $4,2310.00%103 103— $4,231 新建仓
IWO ISHARES TR $4,3930.00%14 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $4,5120.00%162 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $4,5610.00%122 10.8% $37 重新持有
JMTG J P MORGAN EXCHANGE TRADED F $4,5900.00%90 00.0% — 不变
IYH ISHARES TR $4,6230.00%75 00.0% — 不变
IYK ISHARES TR $4,6390.00%66 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $4,8000.00%82 00.0% — 重新持有
— WISDOMTREE TR $4,9390.00%200 200— $4,939 新建仓
QQA INVESCO ACTIVELY MANAGED EXC $5,0170.00%101 33.1% $149 加仓
ISTB ISHARES TR $5,2340.00%108 00.0% — 不变
HYLS FIRST TR EXCHANGE-TRADED FD $5,3550.00%132 00.0% — 不变
— AMPLIFY ETF TR $5,4090.00%235 00.0% — 不变
— ISHARES TR $5,4330.00%250 00.0% — 不变
SCHI SCHWAB STRATEGIC TR $5,5340.00%244 00.0% — 不变
IFRA ISHARES TR $5,5480.00%97 -80-45.2% -$4,576 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $5,5990.00%125 00.0% — 不变
BLCR BLACKROCK ETF TRUST $5,7480.00%140 140— $5,748 新建仓
— WISDOMTREE TR $5,8620.00%155 00.0% — 不变
IYF ISHARES TR $5,8830.00%50 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6,0490.00%147 00.0% — 重新持有
IEO ISHARES TR $6,1910.00%50 12.0% $124 加仓
XLRE SELECT SECTOR SPDR TR $6,3670.00%156 5656.0% $2,286 加仓
ITB ISHARES TR $6,3800.00%70 00.0% — 不变
IDU ISHARES TR $6,6120.00%57 00.0% — 不变
BIDD BLACKROCK ETF TRUST $6,7400.00%237 31.3% $85 重新持有
— INVESCO EXCHANGE TRADED FD T $6,7640.00%144 10.7% $47 加仓
PBW INVESCO EXCHANGE TRADED FD T $6,9480.00%220 00.0% — 重新持有
DLS WISDOMTREE TR $7,0110.00%86 00.0% — 不变
— WISDOMTREE TR $7,0400.00%85 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $7,1390.00%242 00.0% — 不变
VAW VANGUARD WORLD FD $7,3250.00%33 13.1% $222 加仓
DWX SPDR INDEX SHS FDS $7,3420.00%161 00.0% — 不变
VBK VANGUARD INDEX FDS $7,5800.00%25 313.6% $910 加仓
— MORGAN STANLEY ETF TRUST $7,6180.00%119 00.0% — 不变
GRPM INVESCO EXCHANGE TRADED FD T $7,7690.00%66 00.0% — 不变