Founders Financial Alliance, LLC
RALEIGH NC · SEC CIK 0001832190
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PSCT | INVESCO EXCH TRADED FD TR II | $2.90万 | 0.01% | 483 | 0 | 0.0% | — | 重新持有 |
| IEZ | ISHARES TR | $3.17万 | 0.01% | 1,096 | 2 | 0.2% | $58 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $3.19万 | 0.01% | 1,451 | -684 | -32.0% | -$1.50万 | 重新持有 |
| PCY | INVESCO EXCH TRADED FD TR II | $3.21万 | 0.01% | 1,536 | 10 | 0.7% | $209 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.22万 | 0.01% | 566 | 0 | 0.0% | — | 重新持有 |
| ESGE | ISHARES INC | $3.22万 | 0.01% | 709 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $3.24万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $3.25万 | 0.01% | 611 | 481 | 370.0% | $2.56万 | 加仓 |
| KRE | SPDR SERIES TRUST | $3.26万 | 0.01% | 500 | 300 | 150.0% | $1.95万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $3.31万 | 0.01% | 330 | 330 | — | $3.31万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $3.33万 | 0.01% | 287 | -45 | -13.6% | -$5,218 | 重新持有 |
| DGS | WISDOMTREE TR | $3.34万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $3.36万 | 0.01% | 678 | -54 | -7.4% | -$2,678 | 减仓 |
| IXG | ISHARES TR | $3.42万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $3.58万 | 0.01% | 159 | -50 | -23.9% | -$1.13万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3.59万 | 0.01% | 491 | 5 | 1.0% | $366 | 重新持有 |
| IEF | ISHARES TR | $3.70万 | 0.01% | 388 | 0 | 0.0% | — | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $3.78万 | 0.01% | 1,200 | 0 | 0.0% | — | 重新持有 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $3.79万 | 0.01% | 2,345 | 33 | 1.4% | $534 | 加仓 |
| SMLF | ISHARES TR | $3.80万 | 0.01% | 503 | 1 | 0.2% | $76 | 加仓 |
| TLH | ISHARES TR | $3.85万 | 0.01% | 382 | 217 | 131.5% | $2.19万 | 加仓 |
| REMX | VANECK ETF TRUST | $3.86万 | 0.01% | 439 | 405 | 1,191.2% | $3.56万 | 加仓 |
| IAI | ISHARES TR | $3.86万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $3.94万 | 0.01% | 308 | 1 | 0.3% | $128 | 重新持有 |
| IFV | FIRST TR EXCHANGE TRADED FD | $4.11万 | 0.01% | 1,626 | 551 | 51.3% | $1.39万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $4.15万 | 0.01% | 430 | 430 | — | $4.15万 | 新建仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $4.19万 | 0.01% | 1,181 | -2 | -0.2% | -$71 | 重新持有 |
| TFI | SPDR SERIES TRUST | $4.21万 | 0.01% | 929 | 16 | 1.8% | $725 | 重新持有 |
| TLT | ISHARES TR | $4.22万 | 0.01% | 487 | 217 | 80.4% | $1.88万 | 加仓 |
| OIH | VANECK ETF TRUST | $4.28万 | 0.01% | 106 | -17 | -13.8% | -$6,872 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $4.35万 | 0.01% | 1,248 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $4.40万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $4.43万 | 0.01% | 537 | 37 | 7.4% | $3,055 | 重新持有 |
| — | VANECK ETF TRUST | $4.47万 | 0.01% | 1,865 | 115 | 6.6% | $2,755 | 加仓 |
| WTPI | WISDOMTREE TR | $4.57万 | 0.01% | 1,433 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $4.60万 | 0.01% | 596 | 36 | 6.4% | $2,779 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $4.60万 | 0.01% | 723 | 8 | 1.1% | $510 | 重新持有 |
| — | GLOBAL X FDS | $4.68万 | 0.01% | 2,206 | 40 | 1.8% | $848 | 加仓 |
| BOTZ | GLOBAL X FDS | $4.82万 | 0.01% | 1,452 | 1,412 | 3,530.0% | $4.69万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.97万 | 0.01% | 1,058 | -340 | -24.3% | -$1.60万 | 重新持有 |
| FLOT | ISHARES TR | $5.06万 | 0.01% | 993 | 1 | 0.1% | $51 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $5.23万 | 0.01% | 1,213 | 1,213 | — | $5.23万 | 新建仓 |
| ICVT | ISHARES TR | $5.25万 | 0.01% | 516 | 1 | 0.2% | $102 | 加仓 |
| IWMI | NEOS ETF TRUST | $5.30万 | 0.01% | 1,117 | 915 | 453.0% | $4.34万 | 重新持有 |
| SCHO | SCHWAB STRATEGIC TR | $5.31万 | 0.01% | 2,186 | -260 | -10.6% | -$6,311 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $5.36万 | 0.01% | 605 | 186 | 44.4% | $1.65万 | 加仓 |
| IYC | ISHARES TR | $5.37万 | 0.01% | 554 | 396 | 250.6% | $3.84万 | 加仓 |
| BUG | GLOBAL X FDS | $5.40万 | 0.01% | 2,150 | 1 | 0.0% | $25 | 重新持有 |
| TIP | ISHARES TR | $5.41万 | 0.01% | 490 | 19 | 4.0% | $2,096 | 加仓 |
| PAVE | GLOBAL X FDS | $5.48万 | 0.01% | 1,079 | 902 | 509.6% | $4.58万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $5.54万 | 0.01% | 505 | 2 | 0.4% | $219 | 重新持有 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $5.55万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $5.62万 | 0.01% | 1,469 | 1,374 | 1,446.3% | $5.26万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5.86万 | 0.01% | 1,034 | 884 | 589.3% | $5.01万 | 加仓 |
| CMF | ISHARES TR | $5.90万 | 0.01% | 1,037 | 15 | 1.5% | $853 | 重新持有 |
| — | GLOBAL X FDS | $5.90万 | 0.01% | 2,206 | -25 | -1.1% | -$669 | 重新持有 |
| IGSB | ISHARES TR | $5.94万 | 0.01% | 1,130 | 2 | 0.2% | $105 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $5.98万 | 0.01% | 729 | 291 | 66.4% | $2.39万 | 加仓 |
| EWU | ISHARES TR | $6.04万 | 0.01% | 1,325 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $6.07万 | 0.01% | 1,307 | 19 | 1.5% | $882 | 重新持有 |
| HYG | ISHARES TR | $6.28万 | 0.01% | 789 | 5 | 0.6% | $398 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $6.33万 | 0.01% | 2,433 | 1,067 | 78.1% | $2.78万 | 加仓 |
| VIS | VANGUARD WORLD FD | $6.50万 | 0.01% | 208 | 101 | 94.4% | $3.16万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $6.68万 | 0.01% | 1,322 | 6 | 0.5% | $303 | 重新持有 |
| VV | VANGUARD INDEX FDS | $6.71万 | 0.01% | 225 | 80 | 55.2% | $2.39万 | 加仓 |
| ICF | ISHARES TR | $6.76万 | 0.01% | 1,092 | 4 | 0.4% | $247 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $6.85万 | 0.01% | 341 | 0 | 0.0% | — | 重新持有 |
| IHI | ISHARES TR | $6.97万 | 0.01% | 1,307 | 523 | 66.7% | $2.79万 | 加仓 |
| SPYI | NEOS ETF TRUST | $7.01万 | 0.01% | 1,420 | 964 | 211.4% | $4.76万 | 重新持有 |
| IBB | ISHARES TR | $7.17万 | 0.01% | 424 | 371 | 700.0% | $6.27万 | 加仓 |
| IJJ | ISHARES TR | $7.25万 | 0.01% | 547 | 138 | 33.7% | $1.83万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $7.38万 | 0.01% | 674 | 3 | 0.4% | $328 | 加仓 |
| HDV | ISHARES TR | $7.39万 | 0.01% | 544 | 474 | 677.1% | $6.44万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $7.49万 | 0.01% | 5,973 | 282 | 5.0% | $3,536 | 加仓 |
| — | GLOBAL X FDS | $7.50万 | 0.01% | 6,244 | 47 | 0.8% | $565 | 加仓 |
| SLYV | SPDR SERIES TRUST | $7.61万 | 0.01% | 805 | 438 | 119.3% | $4.14万 | 重新持有 |
| EEM | ISHARES TR | $7.70万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $7.97万 | 0.01% | 995 | 510 | 105.2% | $4.08万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $8.03万 | 0.01% | 1,571 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $8.05万 | 0.01% | 832 | 0 | 0.0% | — | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8.40万 | 0.02% | 1,060 | -19 | -1.8% | -$1,505 | 重新持有 |
| IWS | ISHARES TR | $8.42万 | 0.02% | 578 | 518 | 863.3% | $7.55万 | 加仓 |
| VOX | VANGUARD WORLD FD | $8.47万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $8.52万 | 0.02% | 802 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $8.59万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $8.64万 | 0.02% | 1,485 | 443 | 42.5% | $2.58万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $8.67万 | 0.02% | 11,627 | 744 | 6.8% | $5,550 | 加仓 |
| IJK | ISHARES TR | $8.77万 | 0.02% | 872 | 760 | 678.6% | $7.64万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $8.77万 | 0.02% | 2,876 | 2,876 | — | $8.77万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8.83万 | 0.02% | 1,591 | 409 | 34.6% | $2.27万 | 加仓 |
| VDE | VANGUARD WORLD FD | $8.89万 | 0.02% | 514 | 370 | 256.9% | $6.40万 | 加仓 |
| AOM | ISHARES TR | $9.01万 | 0.02% | 1,903 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $9.13万 | 0.02% | 1,621 | 214 | 15.2% | $1.21万 | 重新持有 |
| IWV | ISHARES TR | $9.18万 | 0.02% | 248 | 11 | 4.6% | $4,071 | 加仓 |
| GDXJ | VANECK ETF TRUST | $9.24万 | 0.02% | 770 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $9.25万 | 0.02% | 1,647 | 1,559 | 1,771.6% | $8.76万 | 加仓 |
| STIP | ISHARES TR | $9.35万 | 0.02% | 904 | 862 | 2,052.4% | $8.92万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $9.37万 | 0.02% | 3,027 | 18 | 0.6% | $557 | 重新持有 |
| GCOR | GOLDMAN SACHS ETF TR | $9.40万 | 0.02% | 2,276 | 2,276 | — | $9.40万 | 新建仓 |
| HYD | VANECK ETF TRUST | $9.87万 | 0.02% | 1,968 | 1,946 | 8,845.5% | $9.76万 | 加仓 |