13F 机构持仓

Founders Financial Alliance, LLC

RALEIGH NC · SEC CIK 0001832190

2026Q22026Q1 更早 9 个季度 🔒
$7.54亿2026Q2 申报市值
779持仓数
23.4%前十大占比 · 第一大 4.8%
88 / 46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 4.8%
IVV 3.9%
NVDA 3.6%
IUSB 2.0%
MSFT 1.7%
AMZN 1.6%
SPY 1.5%
IVW 1.4%
IVE 1.4%
GOOGL 1.4%

2026Q2 买入最多 按季末市值估算

IVV 加仓+$1,963.97万
IUSB 加仓+$1,473.47万
IVW 加仓+$1,042.29万
IVE 加仓+$1,038.18万
DYNF 加仓+$983.41万

2026Q2 卖出最多 按季末市值估算

PULS 减仓-$932.14万
DGRS 减仓-$538.31万
SPMD 减仓-$424.45万
DON 减仓-$298.05万
VYM 减仓-$287.19万

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
LVHI LEGG MASON ETF INVT $00.00%0 -64,409-100.0% -$261.11万 清仓
CLMT CALUMET INC $00.00%0 -55,855-100.0% -$200.52万 清仓
UAN CVR PARTNERS LP/CVR NITROGEN $00.00%0 -15,168-100.0% -$192.13万 清仓
BTU PEABODY ENGR CORP $00.00%0 -25,130-100.0% -$82.80万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -3,086-100.0% -$55.81万 清仓
LXU LSB INDS INC $00.00%0 -34,373-100.0% -$51.22万 清仓
CF CF INDUSTRIES HOLD $00.00%0 -3,662-100.0% -$47.55万 清仓
INTU INTUIT $00.00%0 -937-100.0% -$40.52万 清仓
DES WISDOMTREE TR $00.00%0 -11,147-100.0% -$40.06万 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 -6,050-100.0% -$39.33万 清仓
RITM RITHM CAPITAL CORP $00.00%0 -40,138-100.0% -$38.05万 清仓
— CANTALOUPE INC $00.00%0 -30,000-100.0% -$32.43万 清仓
SNA SNAP ON INC $00.00%0 -888-100.0% -$32.26万 清仓
RMD RESMED INC $00.00%0 -1,360-100.0% -$30.54万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -3,983-100.0% -$28.58万 清仓
EFX EQUIFAX INC $00.00%0 -1,438-100.0% -$25.89万 清仓
FDX FEDEX CORP $00.00%0 -702-100.0% -$24.97万 清仓
FAST FASTENAL CO $00.00%0 -5,282-100.0% -$24.51万 清仓
KR KROGER CO $00.00%0 -3,335-100.0% -$24.13万 清仓
GM GENERAL MTRS CO $00.00%0 -3,120-100.0% -$23.25万 清仓
CRM SALESFORCE INC $00.00%0 -1,215-100.0% -$22.68万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -7,741-100.0% -$22.22万 清仓
MSCI MSCI INC $00.00%0 -411-100.0% -$22.15万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,272-100.0% -$22.05万 清仓
SHOP SHOPIFY INC $00.00%0 -1,749-100.0% -$20.75万 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -7,459-100.0% -$20.48万 清仓
ADSK AUTODESK INC $00.00%0 -855-100.0% -$20.47万 清仓
FE FIRSTENERGY CORP $00.00%0 -3,990-100.0% -$20.21万 清仓
ESML ISHARES TR $00.00%0 -2,890-100.0% -$13.59万 清仓
HYMB SPDR SERIES TRUST $00.00%0 -5,444-100.0% -$13.50万 清仓
ARTY ISHARES TR $00.00%0 -2,468-100.0% -$11.48万 清仓
TFLO ISHARES TR $00.00%0 -2,193-100.0% -$11.10万 清仓
VVR INVESCO SR INCOME TR $00.00%0 -34,070-100.0% -$10.97万 清仓
— ISHARES TR $00.00%0 -3,412-100.0% -$9.91万 清仓
EWU ISHARES TR $00.00%0 -1,325-100.0% -$6.04万 清仓
FLOT ISHARES TR $00.00%0 -993-100.0% -$5.06万 清仓
DGS WISDOMTREE TR $00.00%0 -555-100.0% -$3.34万 清仓
IJS ISHARES TR $00.00%0 -199-100.0% -$2.36万 清仓
SUSA ISHARES TR $00.00%0 -120-100.0% -$1.59万 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -240-100.0% -$1.21万 清仓
CWB SPDR SERIES TRUST $00.00%0 -125-100.0% -$1.14万 清仓
COPX GLOBAL X FDS $00.00%0 -110-100.0% -$8,399 清仓
IEO ISHARES TR $00.00%0 -50-100.0% -$6,191 清仓
QQA INVESCO ACTIVELY MANAGED EXC $00.00%0 -101-100.0% -$5,017 清仓
BIZD VANECK ETF TRUST $00.00%0 -150-100.0% -$1,920 清仓
SPMB SPDR SERIES TRUST $00.00%0 -84-100.0% -$1,881 清仓
XMVM INVESCO EXCHANGE TRADED FD T $710.00%1 00.0% — 不变
SRVR PACER FDS TR $3810.00%12 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $4640.00%25 00.0% — 不变
— VANECK ETF TRUST $5180.00%50 00.0% — 不变
TAN INVESCO EXCH TRADED FD TR II $5320.00%9 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $6500.00%33 00.0% — 不变
QCLN FIRST TR EXCHANGE-TRADED FD $7970.00%13 00.0% — 不变
— SPDR SERIES TRUST $8360.00%7 7— $836 新建仓
REET ISHARES TR $9390.00%34 00.0% — 不变
— AMPLIFY ETF TR $1,0050.00%39 -196-83.4% -$5,051 减仓
SPSB SPDR SERIES TRUST $1,0500.00%35 00.0% — 不变
SCHC SCHWAB STRATEGIC TR $1,2030.00%25 00.0% — 不变
OBIL RBB FD INC $1,2490.00%25 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $1,5050.00%51 12.0% $30 加仓
IFLN INVESCO EXCH TRADED FD TR II $1,6460.00%90 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1,6470.00%11 11— $1,647 新建仓
HYEM VANECK ETF TRUST $1,6490.00%82 00.0% — 不变
— VANECK ETF TRUST $1,7530.00%12 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $1,8450.00%38 00.0% — 不变
ANGL VANECK ETF TRUST $1,8790.00%64 00.0% — 不变
FUTY FIDELITY COVINGTON TRUST $2,2390.00%38 00.0% — 不变
— GLOBAL X FDS $2,3130.00%72 00.0% — 不变
EMLC VANECK ETF TRUST $2,3770.00%93 00.0% — 不变
SCZ ISHARES TR $2,3860.00%29 00.0% — 不变
— GOLDMAN SACHS ETF TR $2,4280.00%50 00.0% — 不变
PFFD GLOBAL X FDS $2,4480.00%131 00.0% — 不变
SCHE SCHWAB STRATEGIC TR $2,5380.00%70 00.0% — 不变
VCLT VANGUARD SCOTTSDALE FDS $2,5590.00%34 00.0% — 不变
XME SPDR SERIES TRUST $2,5660.00%24 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $2,6330.00%45 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $2,7310.00%70 -150-68.2% -$5,852 减仓
XES SPDR SERIES TRUST $2,8020.00%25 00.0% — 不变
PICK ISHARES INC $2,9080.00%50 00.0% — 不变
MOO VANECK ETF TRUST $3,3260.00%42 00.0% — 不变
XTN SPDR SERIES TRUST $3,4690.00%30 30— $3,469 新建仓
FNDA SCHWAB STRATEGIC TR $3,6540.00%96 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $3,6860.00%102 00.0% — 不变
PSI INVESCO EXCHANGE TRADED FD T $3,7570.00%20 20— $3,757 新建仓
IYF ISHARES TR $3,8250.00%30 -20-40.0% -$2,550 减仓
— RBB FD INC $3,8750.00%126 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $3,9880.00%65 65— $3,988 新建仓
ITB ISHARES TR $4,1790.00%40 -30-42.9% -$3,134 减仓
— VANECK ETF TRUST $4,2320.00%43 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $4,2380.00%144 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $4,2500.00%48 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $4,6030.00%123 10.8% $37 加仓
VGSH VANGUARD SCOTTSDALE FDS $4,7720.00%82 00.0% — 不变
WCLD WISDOMTREE TR $4,8080.00%150 00.0% — 不变
IYK ISHARES TR $4,8410.00%67 11.5% $72 加仓
GDXJ VANECK ETF TRUST $4,9130.00%50 -720-93.5% -$7.07万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $4,9490.00%235 235— $4,949 新建仓
FXL FIRST TR EXCHANGE-TRADED FD $4,9960.00%23 -78-77.2% -$1.69万 减仓
IYH ISHARES TR $5,0260.00%75 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $5,0380.00%162 00.0% — 不变