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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $9.91万 | 0.02% | 3,412 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $10.28万 | 0.02% | 2,203 | 2,103 | 2,103.0% | $9.82万 | 重新持有 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $10.47万 | 0.02% | 1,804 | 0 | 0.0% | — | 重新持有 |
| DWAS | INVESCO EXCH TRADED FD TR II | $10.47万 | 0.02% | 1,064 | 0 | 0.0% | — | 重新持有 |
| DWM | WISDOMTREE TR | $10.50万 | 0.02% | 1,502 | 1,502 | — | $10.50万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $10.54万 | 0.02% | 1,533 | -94 | -5.8% | -$6,465 | 减仓 |
| VVR | INVESCO SR INCOME TR | $10.97万 | 0.02% | 34,070 | 1,990 | 6.2% | $6,408 | 加仓 |
| TFLO | ISHARES TR | $11.10万 | 0.02% | 2,193 | 70 | 3.3% | $3,544 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $11.19万 | 0.02% | 1,427 | 252 | 21.4% | $1.98万 | 加仓 |
| — | BANK AMERICA CORP | $11.46万 | 0.02% | 96 | 1 | 1.1% | $1,194 | 重新持有 |
| ARTY | ISHARES TR | $11.48万 | 0.02% | 2,468 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $11.50万 | 0.02% | 4,500 | 0 | 0.0% | — | 重新持有 |
| HEFA | ISHARES TR | $11.87万 | 0.02% | 2,794 | 198 | 7.6% | $8,414 | 加仓 |
| EFV | ISHARES TR | $11.98万 | 0.02% | 1,612 | 159 | 10.9% | $1.18万 | 加仓 |
| — | PACER FDS TR | $12.08万 | 0.02% | 2,640 | 1,070 | 68.2% | $4.89万 | 加仓 |
| PFF | ISHARES TR | $12.16万 | 0.02% | 4,010 | 1,951 | 94.8% | $5.91万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $12.30万 | 0.02% | 5,468 | 3,460 | 172.3% | $7.78万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $12.34万 | 0.02% | 5,293 | -182 | -3.3% | -$4,244 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $12.53万 | 0.02% | 1,399 | 1,399 | — | $12.53万 | 新建仓 |
| IGF | ISHARES TR | $12.74万 | 0.02% | 1,902 | 1,752 | 1,168.0% | $11.74万 | 加仓 |
| IWM | ISHARES TR | $12.74万 | 0.02% | 514 | 141 | 37.8% | $3.50万 | 加仓 |
| IDV | ISHARES TR | $13.31万 | 0.02% | 3,127 | 8 | 0.3% | $341 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $13.35万 | 0.02% | 1,220 | 1,114 | 1,050.9% | $12.19万 | 加仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $13.40万 | 0.02% | 11,023 | 482 | 4.6% | $5,861 | 加仓 |
| HYMB | SPDR SERIES TRUST | $13.50万 | 0.02% | 5,444 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $13.59万 | 0.02% | 2,890 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $13.81万 | 0.02% | 1,301 | 804 | 161.8% | $8.53万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $13.88万 | 0.03% | 1,252 | 1,127 | 901.6% | $12.49万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $14.34万 | 0.03% | 12,758 | 771 | 6.4% | $8,666 | 加仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $14.36万 | 0.03% | 10,516 | 465 | 4.6% | $6,352 | 加仓 |
| — | VANECK ETF TRUST | $14.37万 | 0.03% | 4,995 | -1,231 | -19.8% | -$3.54万 | 减仓 |
| — | NEOS ETF TRUST | $14.48万 | 0.03% | 2,826 | 146 | 5.4% | $7,482 | 重新持有 |
| IEUR | ISHARES TR | $14.70万 | 0.03% | 2,091 | 25 | 1.2% | $1,757 | 重新持有 |
| MMT | MFS MULTIMARKET INCOME TR | $14.97万 | 0.03% | 32,405 | 1,481 | 4.8% | $6,842 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $15.02万 | 0.03% | 84,865 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $15.22万 | 0.03% | 10,298 | 10,298 | — | $15.22万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $15.57万 | 0.03% | 14,205 | 629 | 4.6% | $6,894 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $15.62万 | 0.03% | 19,122 | 765 | 4.2% | $6,250 | 加仓 |
| SDY | SPDR SERIES TRUST | $15.84万 | 0.03% | 1,085 | 328 | 43.3% | $4.79万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $15.96万 | 0.03% | 18,426 | 831 | 4.7% | $7,197 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.01万 | 0.03% | 18,573 | 3,225 | 21.0% | $2.78万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $16.18万 | 0.03% | 5,656 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $16.58万 | 0.03% | 29,087 | 1,279 | 4.6% | $7,290 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $16.60万 | 0.03% | 3,637 | 362 | 11.1% | $1.65万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $16.63万 | 0.03% | 1,378 | 564 | 69.3% | $6.81万 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $16.66万 | 0.03% | 2,919 | 28 | 1.0% | $1,598 | 重新持有 |
| — | EATON VANCE TAX MNGED BUY WR | $16.85万 | 0.03% | 11,683 | 11,683 | — | $16.85万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $17.02万 | 0.03% | 10,594 | 10,594 | — | $17.02万 | 新建仓 |
| EFG | ISHARES TR | $17.05万 | 0.03% | 1,531 | 660 | 75.8% | $7.35万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $17.08万 | 0.03% | 6,944 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED ALP | $17.71万 | 0.03% | 2,867 | 26 | 0.9% | $1,606 | 重新持有 |
| MTUM | ISHARES TR | $18.07万 | 0.03% | 753 | 368 | 95.6% | $8.83万 | 加仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $18.09万 | 0.03% | 24,511 | 5,985 | 32.3% | $4.42万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $18.09万 | 0.03% | 2,826 | 910 | 47.5% | $5.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.10万 | 0.03% | 2,458 | 2,139 | 670.5% | $15.75万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $18.11万 | 0.03% | 24,017 | 909 | 3.9% | $6,854 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $18.34万 | 0.03% | 1,672 | 1,406 | 528.6% | $15.42万 | 重新持有 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $18.44万 | 0.03% | 1,251 | -6 | -0.5% | -$885 | 减仓 |
| — | GLOBAL X FDS | $18.55万 | 0.03% | 8,816 | -826 | -8.6% | -$1.74万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $18.64万 | 0.03% | 3,730 | 2,808 | 304.6% | $14.03万 | 加仓 |
| OEF | ISHARES TR | $18.77万 | 0.03% | 590 | 43 | 7.9% | $1.37万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $18.97万 | 0.03% | 2,096 | 0 | 0.0% | — | 重新持有 |
| IYG | ISHARES TR | $18.99万 | 0.03% | 2,293 | 1,691 | 280.9% | $14.00万 | 加仓 |
| PFFA | ETFIS SER TR I | $19.99万 | 0.04% | 9,819 | 759 | 8.4% | $1.55万 | 重新持有 |
| MPC | MARATHON PETE CORP | $20.00万 | 0.04% | 819 | 819 | — | $20.00万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $20.18万 | 0.04% | 2,080 | 0 | 0.0% | — | 重新持有 |
| FE | FIRSTENERGY CORP | $20.21万 | 0.04% | 3,990 | 3,990 | — | $20.21万 | 新建仓 |
| — | CION INVT CORP | $20.26万 | 0.04% | 29,613 | 1,601 | 5.7% | $1.10万 | 加仓 |
| EXEL | EXELIXIS INC | $20.33万 | 0.04% | 4,741 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $20.47万 | 0.04% | 855 | -169 | -16.5% | -$4.05万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $20.47万 | 0.04% | 7,991 | -100 | -1.2% | -$2,562 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $20.48万 | 0.04% | 7,459 | 7,459 | — | $20.48万 | 新建仓 |
| USB | US BANCORP | $20.51万 | 0.04% | 3,945 | 30 | 0.8% | $1,560 | 加仓 |
| KKR | KKR & CO INC | $20.54万 | 0.04% | 2,220 | 70 | 3.3% | $6,475 | 加仓 |
| SHOP | SHOPIFY INC | $20.75万 | 0.04% | 1,749 | -19 | -1.1% | -$2,254 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.87万 | 0.04% | 2,778 | 2,027 | 269.9% | $15.22万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.23万 | 0.04% | 4,628 | 678 | 17.2% | $3.11万 | 加仓 |
| IAU | ISHARES GOLD TR | $21.23万 | 0.04% | 2,408 | 2,408 | — | $21.23万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $21.50万 | 0.04% | 6,411 | 6,368 | 14,809.3% | $21.36万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $21.51万 | 0.04% | 12,567 | -4,014 | -24.2% | -$6.87万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $21.58万 | 0.04% | 5,616 | 5,616 | — | $21.58万 | 新建仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $21.69万 | 0.04% | 8,987 | 8,987 | — | $21.69万 | 新建仓 |
| DGRO | ISHARES TR | $21.82万 | 0.04% | 3,109 | 36 | 1.2% | $2,527 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $21.85万 | 0.04% | 9,823 | 544 | 5.9% | $1.21万 | 加仓 |
| MPLX | MPLX LP | $21.86万 | 0.04% | 3,830 | 3,830 | — | $21.86万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $21.87万 | 0.04% | 4,708 | 26 | 0.6% | $1,208 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $21.89万 | 0.04% | 4,666 | -238 | -4.9% | -$1.12万 | 减仓 |
| DIV | GLOBAL X FDS | $21.95万 | 0.04% | 11,612 | 253 | 2.2% | $4,782 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.05万 | 0.04% | 1,272 | 217 | 20.6% | $3.76万 | 重新持有 |
| MSCI | MSCI INC | $22.15万 | 0.04% | 411 | -83 | -16.8% | -$4.47万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $22.22万 | 0.04% | 7,741 | 111 | 1.5% | $3,187 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $22.29万 | 0.04% | 764 | -60 | -7.3% | -$1.75万 | 减仓 |
| URI | UNITED RENTALS INC | $22.56万 | 0.04% | 310 | 47 | 17.9% | $3.42万 | 重新持有 |
| CRM | SALESFORCE INC | $22.68万 | 0.04% | 1,215 | -1,082 | -47.1% | -$20.20万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $22.72万 | 0.04% | 3,279 | 492 | 17.7% | $3.41万 | 重新持有 |
| MDT | MEDTRONIC PLC | $22.73万 | 0.04% | 2,623 | 304 | 13.1% | $2.63万 | 加仓 |
| GM | GENERAL MTRS CO | $23.25万 | 0.04% | 3,120 | -199 | -6.0% | -$1.48万 | 重新持有 |
| LPLA | LPL FINL HLDGS INC | $23.52万 | 0.04% | 782 | -1 | -0.1% | -$301 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP | $23.54万 | 0.04% | 820 | 25 | 3.1% | $7,176 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.78万 | 0.04% | 2,749 | -136 | -4.7% | -$1.18万 | 减仓 |