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 |
|---|---|---|---|---|---|---|---|---|
| EMLP | FIRST TR EXCHANGE-TRADED FD | $23.88万 | 0.04% | 5,469 | -252 | -4.4% | -$1.10万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.88万 | 0.04% | 2,886 | 2,350 | 438.4% | $19.44万 | 重新持有 |
| TWLO | TWILIO INC | $23.98万 | 0.04% | 1,906 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $24.02万 | 0.04% | 521 | -317 | -37.8% | -$14.61万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $24.11万 | 0.04% | 2,033 | 2 | 0.1% | $237 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $24.11万 | 0.04% | 2,247 | 2,247 | — | $24.11万 | 新建仓 |
| KR | KROGER CO | $24.13万 | 0.04% | 3,335 | 3 | 0.1% | $217 | 加仓 |
| USMV | ISHARES TR | $24.48万 | 0.04% | 2,639 | 876 | 49.7% | $8.12万 | 加仓 |
| FAST | FASTENAL CO | $24.51万 | 0.04% | 5,282 | 1,084 | 25.8% | $5.03万 | 重新持有 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $24.52万 | 0.04% | 3,004 | 1,191 | 65.7% | $9.72万 | 加仓 |
| EFA | ISHARES TR | $24.65万 | 0.04% | 2,538 | 580 | 29.6% | $5.63万 | 加仓 |
| IDEV | ISHARES TR | $24.79万 | 0.04% | 2,966 | 359 | 13.8% | $3.00万 | 加仓 |
| FDX | FEDEX CORP | $24.97万 | 0.05% | 702 | 702 | — | $24.97万 | 新建仓 |
| IUSB | ISHARES TR | $25.44万 | 0.05% | 5,508 | 1,279 | 30.2% | $5.91万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $25.73万 | 0.05% | 2,909 | 430 | 17.3% | $3.80万 | 加仓 |
| EFX | EQUIFAX INC | $25.89万 | 0.05% | 1,438 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $26.04万 | 0.05% | 818 | 3 | 0.4% | $955 | 重新持有 |
| MMM | 3M CO | $26.07万 | 0.05% | 1,795 | 459 | 34.4% | $6.67万 | 加仓 |
| IVE | ISHARES TR | $26.14万 | 0.05% | 1,238 | 180 | 17.0% | $3.80万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $26.16万 | 0.05% | 5,193 | 38 | 0.7% | $1,914 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $26.16万 | 0.05% | 1,935 | -58 | -2.9% | -$7,841 | 减仓 |
| SPYM | SPDR SERIES TRUST | $26.19万 | 0.05% | 3,422 | -192 | -5.3% | -$1.47万 | 减仓 |
| ET | ENERGY TRANSFER L P | $26.20万 | 0.05% | 13,575 | 40 | 0.3% | $772 | 加仓 |
| ABNB | AIRBNB INC | $26.23万 | 0.05% | 2,077 | 55 | 2.7% | $6,945 | 加仓 |
| NRG | NRG ENERGY INC | $26.23万 | 0.05% | 1,795 | 280 | 18.5% | $4.09万 | 加仓 |
| IYW | ISHARES TR | $26.25万 | 0.05% | 1,447 | 574 | 65.8% | $10.41万 | 加仓 |
| ESGD | ISHARES TR | $26.30万 | 0.05% | 2,750 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC T | $26.36万 | 0.05% | 21,053 | 9,882 | 88.5% | $12.37万 | 加仓 |
| AGG | ISHARES TR | $26.39万 | 0.05% | 2,658 | 1,868 | 236.5% | $18.55万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $26.99万 | 0.05% | 13,645 | 9,360 | 218.4% | $18.51万 | 重新持有 |
| — | EATON VANCE TAX-ADVANTAGED G | $27.34万 | 0.05% | 10,259 | 72 | 0.7% | $1,919 | 加仓 |
| QQQI | NEOS ETF TRUST | $27.47万 | 0.05% | 5,529 | -1,491 | -21.2% | -$7.41万 | 减仓 |
| HYDB | ISHARES TR | $27.56万 | 0.05% | 5,925 | -2,290 | -27.9% | -$10.65万 | 减仓 |
| AZN | ASTRAZENECA PLC | $27.63万 | 0.05% | 1,401 | 1,401 | — | $27.63万 | 新建仓 |
| NOBL | PROSHARES TR | $27.64万 | 0.05% | 2,608 | 16 | 0.6% | $1,696 | 重新持有 |
| — | PENNANTPARK INVT CORP | $27.83万 | 0.05% | 61,989 | -4,302 | -6.5% | -$1.93万 | 减仓 |
| FNB | F N B CORP | $27.95万 | 0.05% | 16,716 | 44 | 0.3% | $736 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $27.96万 | 0.05% | 3,050 | -99 | -3.1% | -$9,074 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $28.41万 | 0.05% | 4,373 | 10 | 0.2% | $650 | 重新持有 |
| GSK | GSK PLC | $28.57万 | 0.05% | 5,177 | -246 | -4.5% | -$1.36万 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $28.58万 | 0.05% | 3,983 | 504 | 14.5% | $3.62万 | 重新持有 |
| GRMN | GARMIN LTD | $28.64万 | 0.05% | 1,235 | -42 | -3.3% | -$9,741 | 减仓 |
| IVW | ISHARES TR | $28.74万 | 0.05% | 2,541 | 171 | 7.2% | $1.93万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.76万 | 0.05% | 18,378 | 1,642 | 9.8% | $2.57万 | 加仓 |
| QUAL | ISHARES TR | $28.77万 | 0.05% | 1,500 | 992 | 195.3% | $19.03万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $28.78万 | 0.05% | 5,661 | 91 | 1.6% | $4,626 | 加仓 |
| RYLD | GLOBAL X FDS | $28.93万 | 0.05% | 19,349 | 9,619 | 98.9% | $14.38万 | 加仓 |
| PAYX | PAYCHEX INC | $29.02万 | 0.05% | 3,150 | 940 | 42.5% | $8.66万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $29.12万 | 0.05% | 7,550 | -26 | -0.3% | -$1,003 | 减仓 |
| GWW | WW GRAINGER INC | $29.12万 | 0.05% | 267 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $29.24万 | 0.05% | 5,001 | -563 | -10.1% | -$3.29万 | 减仓 |
| ESGU | ISHARES TR | $29.26万 | 0.05% | 2,069 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $29.28万 | 0.05% | 4,300 | 48 | 1.1% | $3,269 | 加仓 |
| VBR | VANGUARD INDEX FDS | $29.50万 | 0.05% | 1,358 | 1,055 | 348.2% | $22.92万 | 加仓 |
| PAAA | PGIM ETF TR | $29.63万 | 0.05% | 5,789 | 5,660 | 4,387.6% | $28.97万 | 加仓 |
| SHEL | SHELL PLC | $29.91万 | 0.05% | 3,216 | -40 | -1.2% | -$3,720 | 重新持有 |
| SHW | SHERWIN WILLIAMS CO | $29.94万 | 0.05% | 934 | -25 | -2.6% | -$8,014 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.94万 | 0.05% | 11,929 | 28 | 0.2% | $703 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $30.37万 | 0.05% | 9,100 | 440 | 5.1% | $1.47万 | 加仓 |
| RMD | RESMED INC | $30.54万 | 0.06% | 1,360 | -31 | -2.2% | -$6,961 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $30.60万 | 0.06% | 28,495 | 83 | 0.3% | $891 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.88万 | 0.06% | 4,926 | 6 | 0.1% | $376 | 加仓 |
| PODD | INSULET CORP | $31.08万 | 0.06% | 1,481 | -573 | -27.9% | -$12.02万 | 减仓 |
| IWR | ISHARES TR | $31.13万 | 0.06% | 3,202 | 724 | 29.2% | $7.04万 | 加仓 |
| IUSV | ISHARES TR | $31.29万 | 0.06% | 3,060 | 2,950 | 2,681.8% | $30.17万 | 加仓 |
| NEWT | NEWTEKONE INC | $31.36万 | 0.06% | 28,643 | -1,758 | -5.8% | -$1.92万 | 减仓 |
| ACWX | ISHARES TR | $31.51万 | 0.06% | 4,602 | 3,417 | 288.4% | $23.40万 | 加仓 |
| ETR | ENTERGY CORP NEW | $31.67万 | 0.06% | 2,818 | 344 | 13.9% | $3.87万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $31.85万 | 0.06% | 21,567 | 2,976 | 16.0% | $4.40万 | 重新持有 |
| ITOT | ISHARES TR | $32.04万 | 0.06% | 2,250 | 505 | 28.9% | $7.19万 | 加仓 |
| HAS | HASBRO INC | $32.22万 | 0.06% | 3,442 | -118 | -3.3% | -$1.10万 | 减仓 |
| SNA | SNAP ON INC | $32.26万 | 0.06% | 888 | 41 | 4.8% | $1.49万 | 加仓 |
| — | CANTALOUPE INC | $32.43万 | 0.06% | 30,000 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $32.70万 | 0.06% | 5,357 | -155 | -2.8% | -$9,463 | 重新持有 |
| DVY | ISHARES TR | $32.74万 | 0.06% | 2,162 | 715 | 49.4% | $10.83万 | 加仓 |
| DX | DYNEX CAP INC | $32.97万 | 0.06% | 25,840 | -5,228 | -16.8% | -$6.67万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.41万 | 0.06% | 5,933 | 5 | 0.1% | $282 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.85万 | 0.06% | 7,005 | 294 | 4.4% | $1.42万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.27万 | 0.06% | 3,483 | 493 | 16.5% | $4.85万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.28万 | 0.06% | 697 | -35 | -4.8% | -$1.72万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $34.29万 | 0.06% | 3,697 | -111 | -2.9% | -$1.03万 | 减仓 |
| ASML | ASML HLDG NV | $34.39万 | 0.06% | 260 | 1 | 0.4% | $1,323 | 重新持有 |
| NUE | NUCOR CORP | $34.41万 | 0.06% | 2,035 | 415 | 25.6% | $7.02万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.49万 | 0.06% | 1,697 | 15 | 0.9% | $3,049 | 加仓 |
| APH | AMPHENOL CORP | $34.80万 | 0.06% | 2,754 | -231 | -7.7% | -$2.92万 | 减仓 |
| SYK | STRYKER CORPORATION | $34.83万 | 0.06% | 1,060 | -16 | -1.5% | -$5,257 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.01万 | 0.06% | 1,151 | 7 | 0.6% | $2,129 | 加仓 |
| MA | MASTERCARD INCORPORATED | $35.46万 | 0.06% | 709 | 281 | 65.7% | $14.05万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.69万 | 0.06% | 911 | 1 | 0.1% | $392 | 重新持有 |
| NFG | NATIONAL FUEL GAS CO | $36.01万 | 0.06% | 3,832 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $36.44万 | 0.07% | 1,664 | 433 | 35.2% | $9.48万 | 加仓 |
| VST | VISTRA CORP | $36.81万 | 0.07% | 2,449 | 160 | 7.0% | $2.40万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $36.99万 | 0.07% | 1,476 | -50 | -3.3% | -$1.25万 | 减仓 |
| PSX | PHILLIPS 66 | $37.35万 | 0.07% | 2,051 | 2,051 | — | $37.35万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.51万 | 0.07% | 1,087 | 13 | 1.2% | $4,486 | 加仓 |
| CB | CHUBB LTD SWITZ | $37.72万 | 0.07% | 1,158 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $38.05万 | 0.07% | 40,138 | 1,440 | 3.7% | $1.37万 | 加仓 |
| AOS | SMITH A O CORP | $38.06万 | 0.07% | 5,772 | 165 | 2.9% | $1.09万 | 加仓 |
| SPGI | S&P GLOBAL INC | $38.22万 | 0.07% | 898 | 309 | 52.5% | $13.15万 | 加仓 |
| INTC | INTEL CORP | $38.51万 | 0.07% | 8,726 | 158 | 1.8% | $6,972 | 加仓 |