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
NLR VANECK ETF TRUST $7,9910.00%60 -273-82.0% -$3.64万 重新持有
FIXD FIRST TR EXCHNG TRADED FD VI $8,1080.00%186 00.0% — 不变
CVIE MORGAN STANLEY ETF TRUST $8,2140.00%113 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $8,2150.00%250 00.0% — 重新持有
COPX GLOBAL X FDS $8,3990.00%110 110— $8,399 新建仓
SPTL SPDR SERIES TRUST $8,4420.00%321 321— $8,442 新建仓
GSSC GOLDMAN SACHS ETF TR $8,6480.00%116 116— $8,648 新建仓
IGM ISHARES TR $8,6690.00%73 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $8,6810.00%255 00.0% — 重新持有
WTAI WISDOMTREE TR $9,0340.00%320 00.0% — 不变
IDEF BLACKROCK ETF TRUST $9,1290.00%279 279— $9,129 新建仓
— GLOBAL X FDS $9,2490.00%1,040 00.0% — 不变
BBMC J P MORGAN EXCHANGE TRADED F $9,3230.00%86 00.0% — 不变
IEI ISHARES TR $9,6070.00%81 00.0% — 不变
— VANECK ETF TRUST $9,6610.00%82 00.0% — 不变
PSP INVESCO EXCHANGE TRADED FD T $9,7380.00%172 -138-44.5% -$7,813 重新持有
IOO ISHARES TR $9,8880.00%82 11.2% $121 重新持有
VXF VANGUARD INDEX FDS $1.01万0.00%49 -6-10.9% -$1,235 减仓
GPIX GOLDMAN SACHS ETF TR $1.03万0.00%206 206— $1.03万 新建仓
IYT ISHARES TR $1.03万0.00%138 00.0% — 不变
— ETFIS SER TR I $1.04万0.00%226 104.6% $460 重新持有
— INVESCO EXCHANGE TRADED FD T $1.06万0.00%193 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $1.06万0.00%177 -61-25.6% -$3,638 重新持有
EWJ ISHARES INC $1.06万0.00%126 100384.6% $8,444 加仓
FPXI FIRST TR EXCHANGE-TRADED FD $1.07万0.00%174 00.0% — 重新持有
AGZ ISHARES TR $1.08万0.00%98 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $1.08万0.00%65 00.0% — 不变
COMT ISHARES U S ETF TR $1.12万0.00%330 00.0% — 不变
VGLT VANGUARD SCOTTSDALE FDS $1.13万0.00%204 00.0% — 重新持有
— PIMCO ETF TR $1.13万0.00%213 31.4% $159 重新持有
PGF INVESCO EXCHANGE TRADED FD T $1.14万0.00%826 -730-46.9% -$1.00万 重新持有
DEM WISDOMTREE TR $1.14万0.00%229 00.0% — 不变
CWB SPDR SERIES TRUST $1.14万0.00%125 98363.0% $8,948 加仓
CGW INVESCO EXCH TRADED FD TR II $1.18万0.00%184 00.0% — 不变
JNK SPDR SERIES TRUST $1.20万0.00%125 00.0% — 不变
IWN ISHARES TR $1.20万0.00%63 35.0% $571 加仓
RWJ INVESCO EXCH TRADED FD TR II $1.21万0.00%240 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $1.22万0.00%125 2727.6% $2,639 加仓
JETS ETF SER SOLUTIONS $1.23万0.00%500 500— $1.23万 新建仓
GTIP GOLDMAN SACHS ETF TR $1.25万0.00%254 254— $1.25万 新建仓
TMSL T ROWE PRICE ETF INC $1.28万0.00%350 00.0% — 不变
XBI SPDR SERIES TRUST $1.29万0.00%101 75288.5% $9,589 重新持有
BBJP J P MORGAN EXCHANGE TRADED F $1.30万0.00%188 00.0% — 重新持有
AOA ISHARES TR $1.35万0.00%152 00.0% — 不变
— NEOS ETF TRUST $1.35万0.00%237 161211.8% $9,153 重新持有
BBRE J P MORGAN EXCHANGE TRADED F $1.40万0.00%146 00.0% — 重新持有
— PROSHARES TR $1.41万0.00%221 00.0% — 重新持有
SHLD GLOBAL X FDS $1.42万0.00%200 200— $1.42万 新建仓
DSTL ETF SER SOLUTIONS $1.43万0.00%248 248— $1.43万 新建仓
XSD SPDR SERIES TRUST $1.43万0.00%44 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $1.49万0.00%603 535786.8% $1.32万 加仓
TMFC RBB FD INC $1.50万0.00%227 00.0% — 不变
IAGG ISHARES TR $1.51万0.00%301 221276.2% $1.11万 加仓
VNQI VANGUARD INTL EQUITY INDEX F $1.53万0.00%344 193127.8% $8,579 加仓
IQLT ISHARES TR $1.53万0.00%331 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $1.53万0.00%106 00.0% — 不变
HEZU ISHARES TR $1.55万0.00%354 00.0% — 重新持有
RPV INVESCO EXCHANGE TRADED FD T $1.56万0.00%145 10.7% $107 重新持有
RWR SPDR SERIES TRUST $1.56万0.00%155 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $1.57万0.00%317 00.0% — 不变
SUSA ISHARES TR $1.59万0.00%120 00.0% — 不变
PZA INVESCO EXCH TRADED FD TR II $1.59万0.00%690 121.8% $276 重新持有
EMXC ISHARES INC $1.59万0.00%202 4327.0% $3,382 加仓
FXL FIRST TR EXCHANGE-TRADED FD $1.60万0.00%101 00.0% — 不变
VLUE ISHARES TR $1.64万0.00%115 00.0% — 不变
GEM GOLDMAN SACHS ETF TR $1.68万0.00%389 389— $1.68万 新建仓
— NEOS ETF TRUST $1.73万0.00%366 248210.2% $1.17万 重新持有
— WISDOMTREE TR $1.76万0.00%152 00.0% — 重新持有
GGUS GOLDMAN SACHS ETF TR $1.79万0.00%309 309— $1.79万 新建仓
DOL WISDOMTREE TR $1.80万0.00%265 00.0% — 不变
FLQL FRANKLIN TEMPLETON ETF TR $1.81万0.00%267 267— $1.81万 新建仓
FALN ISHARES TR $1.82万0.00%680 00.0% — 不变
— GLOBAL X FDS $1.92万0.00%906 00.0% — 不变
— GLOBAL X FDS $1.94万0.00%443 -88-16.6% -$3,850 重新持有
BAI BLACKROCK ETF TRUST $1.96万0.00%595 495495.0% $1.63万 加仓
EMB ISHARES TR $1.96万0.00%209 -50-19.3% -$4,697 减仓
VTHR VANGUARD SCOTTSDALE FDS $1.97万0.00%69 51283.3% $1.46万 重新持有
IAK ISHARES TR $2.01万0.00%157 42.6% $512 重新持有
SHYG ISHARES TR $2.05万0.00%484 10527.7% $4,439 加仓
THRO BLACKROCK ETF TRUST $2.10万0.00%579 389204.7% $1.41万 加仓
COWZ PACER FDS TR $2.21万0.00%354 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $2.28万0.00%670 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2.32万0.00%400 00.0% — 不变
SMMV ISHARES TR $2.34万0.00%537 5311.0% $2,312 重新持有
IJS ISHARES TR $2.36万0.00%199 2413.7% $2,843 重新持有
SCHP SCHWAB STRATEGIC TR $2.36万0.00%886 689349.7% $1.83万 加仓
JPIN J P MORGAN EXCHANGE TRADED F $2.39万0.00%335 00.0% — 重新持有
RPG INVESCO EXCHANGE TRADED FD T $2.40万0.00%514 396335.6% $1.85万 加仓
XHB SPDR SERIES TRUST $2.41万0.00%244 -2-0.8% -$198 重新持有
IAT ISHARES TR $2.42万0.00%449 -93-17.2% -$5,006 减仓
— GLOBAL X FDS $2.42万0.00%1,242 00.0% — 重新持有
USHY ISHARES TR $2.45万0.00%666 6311,802.9% $2.32万 加仓
PGX INVESCO EXCH TRADED FD TR II $2.47万0.00%2,273 281.2% $305 加仓
BLCV BLACKROCK ETF TRUST $2.53万0.00%700 700— $2.53万 新建仓
FELV FIDELITY COVINGTON TRUST $2.56万0.00%732 00.0% — 重新持有
IXUS ISHARES TR $2.76万0.00%318 -2-0.6% -$173 减仓
HEDJ WISDOMTREE TR $2.79万0.01%533 00.0% — 不变
IXN ISHARES TR $2.82万0.01%282 00.0% — 不变
GIGB GOLDMAN SACHS ETF TR $2.83万0.01%618 618— $2.83万 新建仓
EFAV ISHARES TR $2.84万0.01%311 82.6% $731 重新持有