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
VGIT VANGUARD SCOTTSDALE FDS $2.32万0.00%394 217122.6% $1.28万 加仓
SPMO INVESCO EXCH TRADED FD TR II $2.37万0.00%147 1381,533.3% $2.23万 加仓
PGX INVESCO EXCH TRADED FD TR II $2.38万0.00%2,199 -74-3.3% -$802 减仓
JPIN J P MORGAN EXCHANGE TRADED F $2.42万0.00%335 00.0% — 不变
— NEOS ETF TRUST $2.42万0.00%493 12734.7% $6,241 加仓
IAT ISHARES TR $2.46万0.00%396 -53-11.8% -$3,296 减仓
USHY ISHARES TR $2.47万0.00%666 00.0% — 不变
FXU FIRST TR EXCHANGE-TRADED FD $2.47万0.00%500 4581,090.5% $2.26万 加仓
SMMV ISHARES TR $2.47万0.00%537 00.0% — 不变
— GLOBAL X FDS $2.52万0.00%443 00.0% — 不变
SIL GLOBAL X FDS $2.53万0.00%326 3163,160.0% $2.45万 加仓
IAI ISHARES TR $2.64万0.00%151 -84-35.7% -$1.47万 减仓
— INVESCO EXCHANGE TRADED FD T $2.66万0.00%400 00.0% — 不变
EFAV ISHARES TR $2.73万0.00%311 00.0% — 不变
XSD SPDR SERIES TRUST $2.74万0.00%44 00.0% — 不变
— GLOBAL X FDS $2.82万0.00%1,242 00.0% — 不变
IYE ISHARES TR $2.83万0.00%500 00.0% — 不变
— ISHARES TR $2.83万0.00%974 974— $2.83万 新建仓
BLCV BLACKROCK ETF TRUST $2.89万0.00%700 00.0% — 不变
FELV FIDELITY COVINGTON TRUST $2.93万0.00%732 00.0% — 不变
IEZ ISHARES TR $2.95万0.00%1,098 20.2% $54 加仓
LCTD BLACKROCK ETF TRUST $3.02万0.00%524 524— $3.02万 新建仓
HEDJ WISDOMTREE TR $3.04万0.00%533 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $3.04万0.00%452 4151,121.6% $2.79万 加仓
UTES ETFIS SER TR I $3.07万0.00%375 375— $3.07万 新建仓
PCY INVESCO EXCH TRADED FD TR II $3.12万0.00%1,439 -97-6.3% -$2,101 减仓
ESGD ISHARES TR $3.14万0.00%305 -2,445-88.9% -$25.14万 减仓
IGIB ISHARES TR $3.25万0.00%611 00.0% — 不变
RPG INVESCO EXCHANGE TRADED FD T $3.28万0.00%514 00.0% — 不变
PBP INVESCO EXCHANGE TRADED FD T $3.32万0.00%1,451 00.0% — 不变
IGLB ISHARES TR $3.43万0.00%686 81.2% $400 加仓
SCHP SCHWAB STRATEGIC TR $3.54万0.00%1,337 45150.9% $1.20万 加仓
VDC VANGUARD WORLD FD $3.60万0.00%160 10.6% $225 加仓
SPHD INVESCO EXCH TRADED FD TR II $3.65万0.00%717 400126.2% $2.03万 加仓
— INVESCO EXCH TRADED FD TR II $3.68万0.00%566 00.0% — 不变
BIV VANGUARD BD INDEX FDS $3.69万0.00%481 -115-19.3% -$8,821 减仓
SPLV INVESCO EXCH TRADED FD TR II $3.70万0.00%494 30.6% $225 加仓
IXG ISHARES TR $3.74万0.00%300 00.0% — 不变
KRE SPDR SERIES TRUST $3.74万0.00%500 00.0% — 不变
PRFZ INVESCO EXCHANGE TRADED FD T $3.79万0.01%679 -3,949-85.3% -$22.03万 减仓
JIVE J P MORGAN EXCHANGE TRADED F $3.83万0.01%416 416— $3.83万 新建仓
VTC VANGUARD SCOTTSDALE FDS $3.87万0.01%504 504— $3.87万 新建仓
MDIV FIRST TR EXCHANGE TRADED FD $3.94万0.01%2,386 411.7% $677 加仓
OIH VANECK ETF TRUST $3.94万0.01%106 00.0% — 不变
WTPI WISDOMTREE TR $4.04万0.01%1,233 -200-14.0% -$6,558 减仓
IXN ISHARES TR $4.07万0.01%282 00.0% — 不变
SHY ISHARES TR $4.11万0.01%500 -37-6.9% -$3,038 减仓
REMX VANECK ETF TRUST $4.16万0.01%470 317.1% $2,744 加仓
SGOV ISHARES TR $4.20万0.01%417 417— $4.20万 新建仓
— INVESCO EXCH TRADED FD TR II $4.23万0.01%1,200 00.0% — 不变
TLT ISHARES TR $4.25万0.01%491 40.8% $346 加仓
TFI SPDR SERIES TRUST $4.29万0.01%937 80.9% $366 加仓
IFV FIRST TR EXCHANGE TRADED FD $4.38万0.01%1,626 00.0% — 不变
PSCT INVESCO EXCH TRADED FD TR II $4.46万0.01%483 00.0% — 不变
SPHB INVESCO EXCH TRADED FD TR II $4.47万0.01%287 00.0% — 不变
DHS WISDOMTREE TR $4.49万0.01%395 395— $4.49万 新建仓
SMLF ISHARES TR $4.50万0.01%504 10.2% $89 加仓
— VANECK ETF TRUST $4.50万0.01%1,865 00.0% — 不变
IWP ISHARES TR $4.51万0.01%308 00.0% — 不变
PEY INVESCO EXCHANGE TRADED FD T $4.53万0.01%1,955 1,955— $4.53万 新建仓
— FIRST TR EXCHANGE-TRADED FD $4.55万0.01%726 30.4% $188 加仓
FCG FIRST TR EXCHANGE-TRADED FD $4.66万0.01%1,750 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $4.81万0.01%1,028 -30-2.8% -$1,404 减仓
AFMC FIRST TR EXCHNG TRADED FD VI $4.84万0.01%1,181 00.0% — 不变
— GLOBAL X FDS $4.85万0.01%2,138 -68-3.1% -$1,542 减仓
— PGIM ETF TR $4.87万0.01%495 495— $4.87万 新建仓
IYC ISHARES TR $4.94万0.01%489 -65-11.7% -$6,572 减仓
— GLOBAL X FDS $4.99万0.01%1,806 -400-18.1% -$1.10万 减仓
TIP ISHARES TR $5.02万0.01%459 -31-6.3% -$3,389 减仓
ICSH ISHARES TR $5.06万0.01%1,000 1,000— $5.06万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $5.07万0.01%1,000 1,000— $5.07万 新建仓
IJJ ISHARES TR $5.14万0.01%348 -199-36.4% -$2.94万 减仓
VTWO VANGUARD SCOTTSDALE FDS $5.34万0.01%440 11033.3% $1.34万 加仓
SLYG SPDR SERIES TRUST $5.35万0.01%449 194.4% $2,263 加仓
IJT ISHARES TR $5.43万0.01%304 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $5.47万0.01%1,248 00.0% — 不变
DMXF ISHARES TR $5.72万0.01%676 676— $5.72万 新建仓
IHI ISHARES TR $5.72万0.01%1,158 -149-11.4% -$7,362 减仓
FNDE SCHWAB STRATEGIC TR $5.83万0.01%1,469 00.0% — 不变
VNQ VANGUARD INDEX FDS $5.84万0.01%605 00.0% — 不变
HYG ISHARES TR $5.90万0.01%738 -51-6.5% -$4,079 减仓
BOTZ GLOBAL X FDS $5.95万0.01%1,570 1188.1% $4,476 加仓
PAVE GLOBAL X FDS $5.97万0.01%1,014 -65-6.0% -$3,830 减仓
CMF ISHARES TR $6.02万0.01%1,044 70.7% $404 加仓
XLP SELECT SECTOR SPDR TR $6.06万0.01%730 10.1% $83 加仓
FXH FIRST TR EXCHANGE-TRADED FD $6.18万0.01%505 00.0% — 不变
ITM VANECK ETF TRUST $6.19万0.01%1,317 100.8% $470 加仓
HDV ISHARES TR $6.52万0.01%2,377 -343-12.6% -$9,401 减仓
EVUS ISHARES TR $6.52万0.01%1,858 1,858— $6.52万 新建仓
IHF ISHARES TR $6.54万0.01%1,182 1,182— $6.54万 新建仓
SPGI S&P GLOBAL INC $6.63万0.01%163 163— $6.63万 新建仓
RSPG INVESCO EXCHANGE TRADED FD T $6.64万0.01%678 40.6% $392 加仓
— SSGA ACTIVE TR $7.10万0.01%1,663 1,663— $7.10万 新建仓
IWMI NEOS ETF TRUST $7.21万0.01%1,346 22920.5% $1.23万 加仓
PAAA PGIM ETF TR $7.29万0.01%1,421 -4,368-75.5% -$22.39万 减仓
— INVESCO EXCH TRADED FD TR II $7.42万0.01%5,973 00.0% — 不变
ICF ISHARES TR $7.42万0.01%1,098 60.5% $406 加仓
VV VANGUARD INDEX FDS $7.46万0.01%217 -8-3.6% -$2,752 减仓
— GREAT ELM CAP CORP $7.50万0.01%13,770 13,770— $7.50万 新建仓
VIS VANGUARD WORLD FD $7.51万0.01%209 10.5% $360 加仓