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 |
|---|---|---|---|---|---|---|---|---|
| NVS | NOVARTIS AG | $38.58万 | 0.07% | 2,526 | 775 | 44.3% | $11.84万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.58万 | 0.07% | 4,116 | 4,116 | — | $38.58万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $38.76万 | 0.07% | 1,080 | 42 | 4.0% | $1.51万 | 加仓 |
| CTAS | CINTAS CORP | $39.03万 | 0.07% | 2,308 | 2 | 0.1% | $338 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $39.10万 | 0.07% | 31,556 | 4,587 | 17.0% | $5.68万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.12万 | 0.07% | 10,338 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $39.22万 | 0.07% | 3,537 | 101 | 2.9% | $1.12万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $39.33万 | 0.07% | 6,050 | 392 | 6.9% | $2.55万 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $39.85万 | 0.07% | 44,874 | -1,769 | -3.8% | -$1.57万 | 减仓 |
| DES | WISDOMTREE TR | $40.06万 | 0.07% | 11,147 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $40.52万 | 0.07% | 937 | -32 | -3.3% | -$1.38万 | 减仓 |
| IUSG | ISHARES TR | $40.61万 | 0.07% | 2,618 | 2,549 | 3,694.2% | $39.54万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.82万 | 0.07% | 5,979 | 966 | 19.3% | $6.60万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $41.22万 | 0.07% | 4,015 | 1,327 | 49.4% | $13.62万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $41.25万 | 0.07% | 8,771 | 78 | 0.9% | $3,668 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $41.38万 | 0.07% | 2,684 | 1 | 0.0% | $154 | 加仓 |
| IWB | ISHARES TR | $41.65万 | 0.08% | 1,168 | 68 | 6.2% | $2.42万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $42.18万 | 0.08% | 6,980 | 624 | 9.8% | $3.77万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $42.53万 | 0.08% | 9,081 | -150 | -1.6% | -$7,025 | 减仓 |
| YUM | YUM BRANDS INC | $42.55万 | 0.08% | 2,737 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $43.20万 | 0.08% | 8,085 | 237 | 3.0% | $1.27万 | 加仓 |
| SOXX | ISHARES TR | $43.74万 | 0.08% | 1,331 | 616 | 86.2% | $20.24万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $43.91万 | 0.08% | 2,101 | -200 | -8.7% | -$4.18万 | 减仓 |
| — | UNITED BANCORP INC OHIO | $44.08万 | 0.08% | 28,983 | -6,227 | -17.7% | -$9.47万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $45.49万 | 0.08% | 2,636 | 16 | 0.6% | $2,761 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $45.55万 | 0.08% | 2,461 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $45.63万 | 0.08% | 3,593 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $45.93万 | 0.08% | 2,526 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $46.04万 | 0.08% | 1,769 | 416 | 30.7% | $10.83万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $46.06万 | 0.08% | 1,968 | -34 | -1.7% | -$7,957 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $46.16万 | 0.08% | 7,534 | 556 | 8.0% | $3.41万 | 加仓 |
| MBB | ISHARES TR | $46.28万 | 0.08% | 4,875 | 3,669 | 304.2% | $34.83万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $46.67万 | 0.08% | 2,832 | -121 | -4.1% | -$1.99万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.51万 | 0.09% | 1,064 | -37 | -3.4% | -$1.65万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $47.55万 | 0.09% | 3,662 | -115 | -3.0% | -$1.49万 | 减仓 |
| — | INVESTCORP CR MGMT BDC INC | $47.92万 | 0.09% | 295,794 | 295,794 | — | $47.92万 | 新建仓 |
| O | REALTY INCOME CORP | $48.02万 | 0.09% | 7,849 | 1,449 | 22.6% | $8.86万 | 加仓 |
| GLW | CORNING INC | $48.21万 | 0.09% | 3,545 | 1 | 0.0% | $136 | 加仓 |
| WSBC | WESBANCO INC | $48.21万 | 0.09% | 13,977 | 5,849 | 72.0% | $20.17万 | 加仓 |
| TGT | TARGET CORP | $48.30万 | 0.09% | 3,985 | 393 | 10.9% | $4.76万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $48.34万 | 0.09% | 10,533 | 4,691 | 80.3% | $21.53万 | 加仓 |
| SO | SOUTHERN CO | $48.53万 | 0.09% | 5,028 | 1,695 | 50.9% | $16.36万 | 加仓 |
| BLK | BLACKROCK INC | $49.05万 | 0.09% | 510 | 164 | 47.4% | $15.77万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $49.43万 | 0.09% | 3,950 | 315 | 8.7% | $3.94万 | 加仓 |
| ITA | ISHARES TR | $49.49万 | 0.09% | 2,262 | 633 | 38.9% | $13.85万 | 加仓 |
| MS | MORGAN STANLEY | $49.78万 | 0.09% | 3,024 | 63 | 2.1% | $1.04万 | 加仓 |
| EQT | EQT CORP | $50.96万 | 0.09% | 8,008 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $50.97万 | 0.09% | 747 | 172 | 29.9% | $11.74万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $51.10万 | 0.09% | 10,443 | -643 | -5.8% | -$3.15万 | 减仓 |
| LXU | LSB INDS INC | $51.22万 | 0.09% | 34,373 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $51.73万 | 0.09% | 11,007 | -3,603 | -24.7% | -$16.93万 | 减仓 |
| GDX | VANECK ETF TRUST | $52.06万 | 0.09% | 5,673 | -280 | -4.7% | -$2.57万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $52.61万 | 0.09% | 2,529 | 42 | 1.7% | $8,738 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $53.38万 | 0.10% | 1,555 | 130 | 9.1% | $4.46万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.38万 | 0.10% | 9,876 | -742 | -7.0% | -$4.01万 | 减仓 |
| WFC | WELLS FARGO & CO | $53.48万 | 0.10% | 6,717 | 1,774 | 35.9% | $14.12万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $54.10万 | 0.10% | 9,917 | 170 | 1.7% | $9,274 | 加仓 |
| BA | BOEING CO | $54.18万 | 0.10% | 2,722 | -121 | -4.3% | -$2.41万 | 减仓 |
| EMR | EMERSON ELEC CO | $54.44万 | 0.10% | 4,156 | 1,107 | 36.3% | $14.50万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $54.51万 | 0.10% | 1,877 | -35 | -1.8% | -$1.02万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.46万 | 0.10% | 9,145 | 1,347 | 17.3% | $8.17万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $55.81万 | 0.10% | 3,086 | -30 | -1.0% | -$5,425 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $56.12万 | 0.10% | 12,157 | 8,581 | 240.0% | $39.61万 | 加仓 |
| COP | CONOCOPHILLIPS | $56.22万 | 0.10% | 4,259 | 17 | 0.4% | $2,244 | 加仓 |
| SDIV | GLOBAL X FDS | $57.33万 | 0.10% | 22,695 | 2,599 | 12.9% | $6.57万 | 加仓 |
| VFH | VANGUARD WORLD FD | $57.99万 | 0.10% | 4,800 | 41 | 0.9% | $4,954 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $58.72万 | 0.11% | 6,359 | 209 | 3.4% | $1.93万 | 加仓 |
| BILZ | PIMCO ETF TR | $59.45万 | 0.11% | 5,888 | 15 | 0.3% | $1,515 | 加仓 |
| CMI | CUMMINS INC | $59.64万 | 0.11% | 1,109 | 271 | 32.3% | $14.57万 | 加仓 |
| IJR | ISHARES TR | $61.03万 | 0.11% | 4,909 | 972 | 24.7% | $12.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $61.18万 | 0.11% | 3,353 | 4 | 0.1% | $730 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $61.21万 | 0.11% | 2,656 | 115 | 4.5% | $2.65万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $61.24万 | 0.11% | 49,665 | -2,063 | -4.0% | -$2.54万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $61.87万 | 0.11% | 34,333 | -29 | -0.1% | -$523 | 减仓 |
| CSX | CSX CORP | $62.17万 | 0.11% | 15,145 | -66 | -0.4% | -$2,709 | 减仓 |
| UNP | UNION PAC CORP | $62.30万 | 0.11% | 2,568 | 22 | 0.9% | $5,338 | 加仓 |
| — | BCP INVESTMENT CORPORATION | $62.43万 | 0.11% | 83,017 | -1,107 | -1.3% | -$8,325 | 减仓 |
| DE | DEERE & CO | $64.09万 | 0.12% | 1,137 | 157 | 16.0% | $8.85万 | 加仓 |
| QCOM | QUALCOMM INC | $64.72万 | 0.12% | 5,026 | 163 | 3.4% | $2.10万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $64.96万 | 0.12% | 4,430 | -82 | -1.8% | -$1.20万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.59万 | 0.12% | 9,119 | 1,320 | 16.9% | $9.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $66.32万 | 0.12% | 2,791 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $66.41万 | 0.12% | 6,891 | 53 | 0.8% | $5,108 | 加仓 |
| VGT | VANGUARD WORLD FD | $66.95万 | 0.12% | 959 | 177 | 22.6% | $12.36万 | 加仓 |
| VO | VANGUARD INDEX FDS | $68.00万 | 0.12% | 2,367 | -280 | -10.6% | -$8.04万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $68.68万 | 0.12% | 3,300 | -45 | -1.3% | -$9,365 | 减仓 |
| CVS | CVS HEALTH CORP | $69.91万 | 0.13% | 9,734 | -214 | -2.2% | -$1.54万 | 减仓 |
| AON | AON PLC | $70.34万 | 0.13% | 2,179 | 126 | 6.1% | $4.07万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $70.83万 | 0.13% | 2,752 | -165 | -5.7% | -$4.25万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $71.33万 | 0.13% | 21,274 | 2,113 | 11.0% | $7.08万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $71.65万 | 0.13% | 140,492 | 11,976 | 9.3% | $6.11万 | 加仓 |
| LIN | LINDE PLC | $71.81万 | 0.13% | 1,448 | 6 | 0.4% | $2,975 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $72.81万 | 0.13% | 64,839 | 6,893 | 11.9% | $7.74万 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.97万 | 0.13% | 2,135 | 1 | 0.0% | $342 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $73.35万 | 0.13% | 5,601 | -139 | -2.4% | -$1.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $73.44万 | 0.13% | 4,581 | 305 | 7.1% | $4.89万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $73.93万 | 0.13% | 6,784 | -416 | -5.8% | -$4.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $74.18万 | 0.13% | 7,577 | 120 | 1.6% | $1.17万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $74.44万 | 0.13% | 19,329 | 2,047 | 11.8% | $7.88万 | 加仓 |
| AMGN | AMGEN INC | $74.89万 | 0.13% | 2,128 | 85 | 4.2% | $2.99万 | 加仓 |