Founders Financial Alliance, LLC
RALEIGH NC · SEC CIK 0001832190
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | J P MORGAN EXCHANGE TRADED F | $7.56万 | 0.01% | 1,323 | 1 | 0.1% | $57 | 加仓 |
| VDE | VANGUARD WORLD FD | $7.74万 | 0.01% | 515 | 1 | 0.2% | $150 | 加仓 |
| — | GLOBAL X FDS | $7.81万 | 0.01% | 6,285 | 41 | 0.7% | $509 | 加仓 |
| HEFA | ISHARES TR | $7.99万 | 0.01% | 1,702 | -1,092 | -39.1% | -$5.12万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $8.15万 | 0.01% | 2,440 | 7 | 0.3% | $234 | 加仓 |
| PATN | PACER FDS TR | $8.18万 | 0.01% | 2,200 | 2,200 | — | $8.18万 | 新建仓 |
| BUG | GLOBAL X FDS | $8.21万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $8.45万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $8.57万 | 0.01% | 810 | 8 | 1.0% | $847 | 加仓 |
| MOAT | VANECK ETF TRUST | $8.65万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $8.66万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $8.71万 | 0.01% | 1,571 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $8.74万 | 0.01% | 1,646 | 226 | 15.9% | $1.20万 | 加仓 |
| STIP | ISHARES TR | $8.99万 | 0.01% | 880 | -24 | -2.7% | -$2,452 | 减仓 |
| SLYV | SPDR SERIES TRUST | $8.99万 | 0.01% | 824 | 19 | 2.4% | $2,073 | 加仓 |
| HYDB | ISHARES TR | $9.00万 | 0.01% | 1,925 | -4,000 | -67.5% | -$18.71万 | 减仓 |
| IGV | ISHARES TR | $9.02万 | 0.01% | 995 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $9.33万 | 0.01% | 1,363 | 6 | 0.4% | $411 | 加仓 |
| SYSB | ISHARES TR | $9.36万 | 0.01% | 1,055 | 1,055 | — | $9.36万 | 新建仓 |
| AOM | ISHARES TR | $9.49万 | 0.01% | 1,903 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $9.53万 | 0.01% | 579 | 1 | 0.2% | $165 | 加仓 |
| IYJ | ISHARES TR | $9.62万 | 0.01% | 578 | -4 | -0.7% | -$666 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $9.63万 | 0.01% | 1,600 | 1,600 | — | $9.63万 | 新建仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $9.83万 | 0.01% | 11,657 | 30 | 0.3% | $253 | 加仓 |
| ESGE | ISHARES INC | $9.94万 | 0.01% | 1,817 | 1,108 | 156.3% | $6.06万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $10.05万 | 0.01% | 1,609 | -38 | -2.3% | -$2,374 | 减仓 |
| HYD | VANECK ETF TRUST | $10.25万 | 0.01% | 1,989 | 21 | 1.1% | $1,082 | 加仓 |
| IJK | ISHARES TR | $10.25万 | 0.01% | 872 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $10.29万 | 0.01% | 1,621 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $10.36万 | 0.01% | 1,330 | -97 | -6.8% | -$7,557 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $10.44万 | 0.01% | 1,514 | -19 | -1.2% | -$1,310 | 减仓 |
| IWV | ISHARES TR | $10.58万 | 0.01% | 248 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $10.90万 | 0.01% | 1,928 | -52,734 | -96.5% | -$298.05万 | 减仓 |
| USXF | ISHARES TR | $11.06万 | 0.01% | 1,592 | 1,592 | — | $11.06万 | 新建仓 |
| PFXF | VANECK ETF TRUST | $11.10万 | 0.01% | 6,220 | 6,220 | — | $11.10万 | 新建仓 |
| DWM | WISDOMTREE TR | $11.10万 | 0.01% | 1,516 | 14 | 0.9% | $1,025 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $11.19万 | 0.01% | 3,035 | 8 | 0.3% | $295 | 加仓 |
| — | OXFORD SQUARE CAP CORP | $11.20万 | 0.01% | 84,865 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $11.21万 | 0.01% | 6,440 | 6,440 | — | $11.21万 | 新建仓 |
| ICOW | PACER FDS TR | $11.66万 | 0.02% | 2,800 | 2,800 | — | $11.66万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $11.94万 | 0.02% | 5,468 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $12.17万 | 0.02% | 97 | 1 | 1.0% | $1,254 | 加仓 |
| — | PACER FDS TR | $12.43万 | 0.02% | 2,640 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $12.47万 | 0.02% | 2,477 | -27,091 | -91.6% | -$136.41万 | 减仓 |
| IGF | ISHARES TR | $12.94万 | 0.02% | 1,943 | 41 | 2.2% | $2,731 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $12.97万 | 0.02% | 12,868 | 110 | 0.9% | $1,109 | 加仓 |
| PFF | ISHARES TR | $13.05万 | 0.02% | 4,279 | 269 | 6.7% | $8,203 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $13.07万 | 0.02% | 2,313 | 1,279 | 123.7% | $7.23万 | 加仓 |
| IDV | ISHARES TR | $13.14万 | 0.02% | 3,172 | 45 | 1.4% | $1,865 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $13.23万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $13.29万 | 0.02% | 2,163 | 572 | 36.0% | $3.52万 | 加仓 |
| EAGG | ISHARES TR | $13.30万 | 0.02% | 2,806 | 2,806 | — | $13.30万 | 新建仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $13.54万 | 0.02% | 1,064 | 0 | 0.0% | — | 不变 |
| — | ARES DYNAMIC CR ALLOCATION F | $13.95万 | 0.02% | 11,046 | 23 | 0.2% | $291 | 加仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $14.28万 | 0.02% | 32,463 | 58 | 0.2% | $255 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $14.76万 | 0.02% | 4,241 | 1,365 | 47.5% | $4.75万 | 加仓 |
| AIQ | GLOBAL X FDS | $14.78万 | 0.02% | 2,252 | 49 | 2.2% | $3,215 | 加仓 |
| DSI | ISHARES TR | $14.78万 | 0.02% | 1,038 | 1,038 | — | $14.78万 | 新建仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $14.86万 | 0.02% | 10,538 | 22 | 0.2% | $310 | 加仓 |
| — | RBB FD INC | $14.98万 | 0.02% | 3,003 | 3,003 | — | $14.98万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $14.98万 | 0.02% | 2,041 | -417 | -17.0% | -$3.06万 | 减仓 |
| SUSC | ISHARES TR | $15.25万 | 0.02% | 6,586 | 6,586 | — | $15.25万 | 新建仓 |
| — | ULTIMUS MANAGERS TR | $15.36万 | 0.02% | 6,944 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK-MANAGED DIV | $15.84万 | 0.02% | 19,153 | 31 | 0.2% | $256 | 加仓 |
| — | NEOS ETF TRUST | $15.93万 | 0.02% | 2,853 | 27 | 1.0% | $1,508 | 加仓 |
| IEUR | ISHARES TR | $16.04万 | 0.02% | 2,134 | 43 | 2.1% | $3,232 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $16.31万 | 0.02% | 5,656 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $16.43万 | 0.02% | 1,220 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $16.44万 | 0.02% | 2,080 | 1,020 | 96.2% | $8.06万 | 加仓 |
| SDY | SPDR SERIES TRUST | $16.53万 | 0.02% | 1,086 | 1 | 0.1% | $152 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $16.69万 | 0.02% | 1,252 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CORE EQUITY ALPHA FD | $16.88万 | 0.02% | 10,317 | 19 | 0.2% | $311 | 加仓 |
| TLTW | ISHARES TR | $16.90万 | 0.02% | 7,564 | 7,564 | — | $16.90万 | 新建仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $17.20万 | 0.02% | 14,229 | 24 | 0.2% | $290 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $17.76万 | 0.02% | 8,001 | -1,822 | -18.5% | -$4.04万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $17.90万 | 0.02% | 29,146 | 59 | 0.2% | $362 | 加仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $17.94万 | 0.02% | 2,927 | 8 | 0.3% | $490 | 加仓 |
| — | CION INVT CORP | $18.01万 | 0.02% | 28,913 | -700 | -2.4% | -$4,361 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $18.11万 | 0.02% | 18,458 | 32 | 0.2% | $314 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $18.22万 | 0.02% | 11,727 | 44 | 0.4% | $684 | 加仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $18.35万 | 0.02% | 24,467 | -44 | -0.2% | -$330 | 减仓 |
| — | VANECK ETF TRUST | $18.46万 | 0.02% | 4,995 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $18.77万 | 0.02% | 8,480 | -336 | -3.8% | -$7,439 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $18.78万 | 0.02% | 1,804 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $18.96万 | 0.03% | 24,056 | 39 | 0.2% | $307 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $18.96万 | 0.03% | 3,731 | 1 | 0.0% | $51 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $19.03万 | 0.03% | 14,295 | 650 | 4.8% | $8,652 | 加仓 |
| IYG | ISHARES TR | $19.83万 | 0.03% | 2,192 | -101 | -4.4% | -$9,135 | 减仓 |
| WELL | WELLTOWER INC | $20.04万 | 0.03% | 883 | 883 | — | $20.04万 | 新建仓 |
| P | EVERPURE INC | $20.07万 | 0.03% | 2,547 | 2,547 | — | $20.07万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $20.10万 | 0.03% | 2,879 | 12 | 0.4% | $838 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $20.31万 | 0.03% | 2,936 | 110 | 3.9% | $7,609 | 加仓 |
| PFFA | ETFIS SER TR I | $20.33万 | 0.03% | 9,885 | 66 | 0.7% | $1,358 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.35万 | 0.03% | 1,631 | -17,470 | -91.5% | -$217.95万 | 减仓 |
| KKR | KKR & CO INC | $20.41万 | 0.03% | 2,224 | 4 | 0.2% | $367 | 加仓 |
| REG | REGENCY CTRS CORP | $20.43万 | 0.03% | 2,562 | 2,562 | — | $20.43万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $20.55万 | 0.03% | 4,724 | -745 | -13.6% | -$3.24万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.60万 | 0.03% | 4,253 | 4,253 | — | $20.60万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $20.60万 | 0.03% | 21,527 | 2,954 | 15.9% | $2.83万 | 加仓 |
| MPC | MARATHON PETE CORP | $20.88万 | 0.03% | 817 | -2 | -0.2% | -$511 | 减仓 |