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
ISTB ISHARES TR $5,2110.00%108 00.0% — 不变
FFOG FRANKLIN TEMPLETON ETF TR $5,3070.00%103 00.0% — 不变
HYLS FIRST TR EXCHANGE-TRADED FD $5,3660.00%132 00.0% — 不变
IWO ISHARES TR $5,5150.00%14 00.0% — 不变
SCHI SCHWAB STRATEGIC TR $5,5240.00%244 00.0% — 不变
— ISHARES TR $5,5360.00%250 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $5,5940.00%125 00.0% — 不变
— WISDOMTREE TR $6,0270.00%155 00.0% — 不变
IFRA ISHARES TR $6,1150.00%97 00.0% — 不变
IDU ISHARES TR $6,5640.00%57 00.0% — 不变
VXF VANGUARD INDEX FDS $6,6480.00%27 -22-44.9% -$5,417 减仓
USIG ISHARES TR $6,8220.00%133 89202.3% $4,565 加仓
— INVESCO EXCHANGE TRADED FD T $6,8720.00%145 10.7% $47 加仓
XLRE SELECT SECTOR SPDR TR $6,8740.00%156 00.0% — 不变
DLS WISDOMTREE TR $7,2060.00%86 00.0% — 不变
— WISDOMTREE TR $7,2450.00%85 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $7,2550.00%242 00.0% — 不变
DWX SPDR INDEX SHS FDS $7,3990.00%161 00.0% — 不变
VAW VANGUARD WORLD FD $7,4510.00%33 00.0% — 不变
BIDD BLACKROCK ETF TRUST $7,5400.00%251 145.9% $421 加仓
— WISDOMTREE TR $7,5620.00%200 00.0% — 不变
IEI ISHARES TR $7,6510.00%65 -16-19.8% -$1,883 减仓
— INVESCO EXCH TRADED FD TR II $7,6980.00%147 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $8,1110.00%186 00.0% — 不变
BBMC J P MORGAN EXCHANGE TRADED F $8,3920.00%66 -20-23.3% -$2,543 减仓
GRPM INVESCO EXCHANGE TRADED FD T $8,5540.00%66 00.0% — 不变
IYT ISHARES TR $9,0220.00%104 -34-24.6% -$2,950 减仓
NLR VANECK ETF TRUST $9,0470.00%78 1830.0% $2,088 加仓
— MORGAN STANLEY ETF TRUST $9,0590.00%119 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $9,4360.00%255 00.0% — 不变
CVIE MORGAN STANLEY ETF TRUST $9,6060.00%113 00.0% — 不变
— GLOBAL X FDS $9,7570.00%1,040 00.0% — 不变
— VANECK ETF TRUST $9,7740.00%82 00.0% — 不变
PSP INVESCO EXCHANGE TRADED FD T $9,7900.00%176 42.3% $222 加仓
FBCG FIDELITY COVINGTON TRUST $1.00万0.00%161 161— $1.00万 新建仓
COMT ISHARES U S ETF TR $1.00万0.00%330 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $1.03万0.00%250 00.0% — 不变
— ETFIS SER TR I $1.07万0.00%231 52.2% $231 加仓
AGZ ISHARES TR $1.07万0.00%98 00.0% — 不变
IOO ISHARES TR $1.10万0.00%80 -2-2.4% -$275 减仓
VBK VANGUARD INDEX FDS $1.10万0.00%30 520.0% $1,834 加仓
VGLT VANGUARD SCOTTSDALE FDS $1.13万0.00%204 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $1.13万0.00%826 00.0% — 不变
ICLN ISHARES TR $1.14万0.00%555 555— $1.14万 新建仓
— PIMCO ETF TR $1.14万0.00%218 52.3% $261 加仓
PPA INVESCO EXCHANGE TRADED FD T $1.15万0.00%65 00.0% — 不变
GDX VANECK ETF TRUST $1.15万0.00%153 -5,520-97.3% -$41.65万 减仓
EWJ ISHARES INC $1.18万0.00%126 00.0% — 不变
SHLD GLOBAL X FDS $1.19万0.00%200 00.0% — 不变
IGM ISHARES TR $1.20万0.00%73 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $1.21万0.00%184 00.0% — 不变
SJNK SPDR SERIES TRUST $1.23万0.00%490 490— $1.23万 新建仓
DEM WISDOMTREE TR $1.23万0.00%229 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $1.24万0.00%193 00.0% — 不变
SUSB ISHARES TR $1.28万0.00%514 514— $1.28万 新建仓
OEF ISHARES TR $1.39万0.00%38 -552-93.6% -$20.20万 减仓
IWN ISHARES TR $1.40万0.00%63 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $1.42万0.00%188 00.0% — 不变
— PROSHARES TR $1.43万0.00%221 00.0% — 不变
FPXI FIRST TR EXCHANGE-TRADED FD $1.46万0.00%174 00.0% — 不变
DSTL ETF SER SOLUTIONS $1.48万0.00%248 00.0% — 不变
AOA ISHARES TR $1.48万0.00%152 00.0% — 不变
BBAG J P MORGAN EXCHANGE TRADED F $1.49万0.00%325 -11,832-97.3% -$54.37万 减仓
WTAI WISDOMTREE TR $1.52万0.00%320 00.0% — 不变
TMSL T ROWE PRICE EXCHANGE-TRADED $1.53万0.00%350 00.0% — 不变
BBRE J P MORGAN EXCHANGE TRADED F $1.57万0.00%146 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $1.59万0.00%354 102.9% $449 加仓
XBI SPDR SERIES TRUST $1.60万0.00%101 00.0% — 不变
JPIE J P MORGAN EXCHANGE TRADED F $1.62万0.00%351 351— $1.62万 新建仓
YYY AMPLIFY ETF TR $1.62万0.00%1,408 1,408— $1.62万 新建仓
EMXC ISHARES INC $1.63万0.00%159 -43-21.3% -$4,399 减仓
PZA INVESCO EXCH TRADED FD TR II $1.64万0.00%697 71.0% $165 加仓
IQLT ISHARES TR $1.64万0.00%331 00.0% — 不变
VPL VANGUARD INTL EQUITY INDEX F $1.65万0.00%143 1814.4% $2,082 加仓
RPV INVESCO EXCHANGE TRADED FD T $1.66万0.00%146 10.7% $113 加仓
JETS ETF SER SOLUTIONS $1.66万0.00%500 00.0% — 不变
XHB SPDR SERIES TRUST $1.67万0.00%144 -100-41.0% -$1.16万 减仓
SCHF SCHWAB STRATEGIC TR $1.67万0.00%603 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $1.72万0.00%175 175— $1.72万 新建仓
GPIX GOLDMAN SACHS ETF TR $1.73万0.00%311 10551.0% $5,835 加仓
TMFC RBB FD INC $1.73万0.00%227 00.0% — 不变
IGSB ISHARES TR $1.75万0.00%334 -796-70.4% -$4.18万 减仓
HEZU ISHARES TR $1.78万0.00%354 00.0% — 不变
XMMO INVESCO EXCHANGE TRADED FD T $1.80万0.00%106 00.0% — 不变
— NEOS ETF TRUST $1.85万0.00%381 14460.8% $6,975 加仓
FALN ISHARES TR $1.85万0.00%680 00.0% — 不变
RWR SPDR SERIES TRUST $1.85万0.00%164 95.8% $1,017 加仓
— GLOBAL X FDS $1.94万0.00%906 00.0% — 不变
DOL WISDOMTREE TR $1.97万0.00%265 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $1.98万0.00%670 00.0% — 不变
— WISDOMTREE TR $1.99万0.00%152 00.0% — 不变
SHYG ISHARES TR $2.08万0.00%490 61.2% $255 加仓
FLQL FRANKLIN TEMPLETON ETF TR $2.09万0.00%267 00.0% — 不变
SPTI SPDR SERIES TRUST $2.12万0.00%747 634561.1% $1.80万 加仓
IXUS ISHARES TR $2.16万0.00%226 -92-28.9% -$8,780 减仓
COWZ PACER FDS TR $2.20万0.00%354 00.0% — 不变
IAK ISHARES TR $2.21万0.00%157 00.0% — 不变
VTHR VANGUARD SCOTTSDALE FDS $2.28万0.00%69 00.0% — 不变
VLUE ISHARES TR $2.30万0.00%115 00.0% — 不变
EMB ISHARES TR $2.32万0.00%240 3114.8% $2,992 加仓