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 |
|---|---|---|---|---|---|---|---|---|
| AOS | SMITH A O CORP | $32.44万 | 0.04% | 5,173 | -599 | -10.4% | -$3.76万 | 减仓 |
| ETR | ENTERGY CORP NEW | $32.45万 | 0.04% | 2,825 | 7 | 0.2% | $804 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $32.47万 | 0.04% | 943 | 9 | 1.0% | $3,099 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $32.77万 | 0.04% | 7,547 | -3 | -0.0% | -$130 | 减仓 |
| RYLD | GLOBAL X FDS | $33.06万 | 0.04% | 20,677 | 1,328 | 6.9% | $2.12万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.64万 | 0.04% | 4,150 | -1,829 | -30.6% | -$14.83万 | 减仓 |
| EPS | WISDOMTREE TR | $33.66万 | 0.04% | 4,327 | 27 | 0.6% | $2,101 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.85万 | 0.04% | 3,604 | -93 | -2.5% | -$8,734 | 减仓 |
| PAYX | PAYCHEX INC | $34.00万 | 0.05% | 3,457 | 307 | 9.7% | $3.02万 | 加仓 |
| IUSV | ISHARES TR | $34.04万 | 0.05% | 3,090 | 30 | 1.0% | $3,305 | 加仓 |
| VBR | VANGUARD INDEX FDS | $34.09万 | 0.05% | 1,403 | 45 | 3.3% | $1.09万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $34.14万 | 0.05% | 7,530 | -3,003 | -28.5% | -$13.62万 | 减仓 |
| KLAC | KLA CORP | $34.52万 | 0.05% | 1,144 | 1,144 | — | $34.52万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $34.59万 | 0.05% | 6,512 | -1,022 | -13.6% | -$5.43万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $34.73万 | 0.05% | 8,049 | 8,049 | — | $34.73万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $34.86万 | 0.05% | 4,078 | 4,078 | — | $34.86万 | 新建仓 |
| IWR | ISHARES TR | $34.90万 | 0.05% | 3,164 | -38 | -1.2% | -$4,192 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.93万 | 0.05% | 9,503 | -835 | -8.1% | -$3.07万 | 减仓 |
| ADI | ANALOG DEVICES INC | $34.97万 | 0.05% | 880 | 62 | 7.6% | $2.46万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $35.10万 | 0.05% | 14,976 | 9,683 | 182.9% | $22.70万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.11万 | 0.05% | 1,062 | -89 | -7.7% | -$2.94万 | 减仓 |
| URI | UNITED RENTALS INC | $35.46万 | 0.05% | 313 | 3 | 1.0% | $3,399 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $35.58万 | 0.05% | 1,249 | -2 | -0.2% | -$570 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.59万 | 0.05% | 3,923 | -92 | -2.3% | -$8,347 | 减仓 |
| VST | VISTRA CORP | $36.11万 | 0.05% | 2,276 | -173 | -7.1% | -$2.74万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $36.67万 | 0.05% | 732 | 35 | 5.0% | $1.75万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $37.08万 | 0.05% | 722 | 13 | 1.8% | $6,676 | 加仓 |
| PSX | PHILLIPS 66 | $37.08万 | 0.05% | 2,194 | 143 | 7.0% | $2.42万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $37.09万 | 0.05% | 1,840 | -261 | -12.4% | -$5.26万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $37.17万 | 0.05% | 2,247 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $37.17万 | 0.05% | 3,744 | 885 | 31.0% | $8.79万 | 重新持有 |
| BE | BLOOM ENERGY CORP | $37.20万 | 0.05% | 1,229 | 1,229 | — | $37.20万 | 新建仓 |
| GWW | WW GRAINGER INC | $37.27万 | 0.05% | 274 | 7 | 2.6% | $9,523 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $37.46万 | 0.05% | 3,736 | 457 | 13.9% | $4.58万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $37.59万 | 0.05% | 27,970 | -525 | -1.8% | -$7,056 | 减仓 |
| RSG | REPUBLIC SVCS INC | $37.63万 | 0.05% | 1,766 | 102 | 6.1% | $2.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $37.66万 | 0.05% | 3,503 | 20 | 0.6% | $2,150 | 加仓 |
| DX | DYNEX CAP INC | $37.89万 | 0.05% | 28,901 | 3,061 | 11.8% | $4.01万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $37.91万 | 0.05% | 745 | -2 | -0.3% | -$1,018 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $37.99万 | 0.05% | 15,739 | 13,553 | 620.0% | $32.72万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $38.05万 | 0.05% | 1,699 | 2 | 0.1% | $448 | 加仓 |
| ICVT | ISHARES TR | $38.21万 | 0.05% | 3,138 | 2,622 | 508.1% | $31.92万 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $38.62万 | 0.05% | 7,905 | 7,651 | 3,012.2% | $37.38万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $38.64万 | 0.05% | 24,503 | 2,936 | 13.6% | $4.63万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $38.67万 | 0.05% | 3,610 | 73 | 2.1% | $7,820 | 加仓 |
| APMU | TRUST FOR PROFESSIONAL MANAG | $38.74万 | 0.05% | 15,466 | 15,466 | — | $38.74万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $38.97万 | 0.05% | 2,526 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $39.33万 | 0.05% | 1,906 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $39.44万 | 0.05% | 10,674 | -333 | -3.0% | -$1.23万 | 减仓 |
| CTAS | CINTAS CORP | $39.52万 | 0.05% | 2,324 | 16 | 0.7% | $2,721 | 加仓 |
| CB | CHUBB LIMITED | $39.81万 | 0.05% | 1,169 | 11 | 0.9% | $3,746 | 加仓 |
| SPTM | SPDR SERIES TRUST | $39.85万 | 0.05% | 4,389 | -29,968 | -87.2% | -$272.08万 | 减仓 |
| BILZ | PIMCO ETF TR | $39.89万 | 0.05% | 3,952 | -1,936 | -32.9% | -$19.54万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $40.34万 | 0.05% | 2,361 | 2,361 | — | $40.34万 | 新建仓 |
| SNDK | SANDISK CORP | $40.47万 | 0.05% | 178 | 178 | — | $40.47万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $40.53万 | 0.05% | 8,059 | 8,059 | — | $40.53万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $41.20万 | 0.05% | 43,458 | -1,416 | -3.2% | -$1.34万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $41.89万 | 0.06% | 14,465 | 2,536 | 21.3% | $7.34万 | 加仓 |
| COP | CONOCOPHILLIPS | $41.96万 | 0.06% | 4,036 | -223 | -5.2% | -$2.32万 | 减仓 |
| CVS | CVS HEALTH CORP | $42.08万 | 0.06% | 4,067 | -5,667 | -58.2% | -$58.63万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $42.56万 | 0.06% | 2,602 | -34 | -1.3% | -$5,561 | 减仓 |
| NEWT | NEWTEKONE INC | $42.80万 | 0.06% | 28,897 | 254 | 0.9% | $3,762 | 加仓 |
| EQT | EQT CORP | $42.88万 | 0.06% | 8,065 | 57 | 0.7% | $3,031 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $42.94万 | 0.06% | 8,473 | 8,383 | 9,314.4% | $42.48万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $42.96万 | 0.06% | 1,283 | -193 | -13.1% | -$6.46万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $43.30万 | 0.06% | 9,895 | 9,895 | — | $43.30万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $44.28万 | 0.06% | 4,928 | 2 | 0.0% | $180 | 加仓 |
| QCOM | QUALCOMM INC | $44.29万 | 0.06% | 2,397 | -2,629 | -52.3% | -$48.58万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $44.55万 | 0.06% | 9,505 | 424 | 4.7% | $1.99万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $44.70万 | 0.06% | 6,094 | 161 | 2.7% | $1.18万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $45.21万 | 0.06% | 9,383 | 612 | 7.0% | $2.95万 | 加仓 |
| SO | SOUTHERN CO | $45.26万 | 0.06% | 4,728 | -300 | -6.0% | -$2.87万 | 减仓 |
| NUE | NUCOR CORP | $45.33万 | 0.06% | 2,035 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $45.84万 | 0.06% | 2,857 | 25 | 0.9% | $4,011 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $45.85万 | 0.06% | 4,313 | 197 | 4.8% | $2.09万 | 加仓 |
| — | UNITED BANCORP INC OHIO | $46.03万 | 0.06% | 28,984 | 1 | 0.0% | $16 | 加仓 |
| WSBC | WESBANCO INC | $47.89万 | 0.06% | 12,269 | -1,708 | -12.2% | -$6.67万 | 减仓 |
| TGT | TARGET CORP | $47.98万 | 0.06% | 3,674 | -311 | -7.8% | -$4.06万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $48.47万 | 0.06% | 13,244 | 13,244 | — | $48.47万 | 新建仓 |
| O | REALTY INCOME CORP | $49.10万 | 0.07% | 7,925 | 76 | 1.0% | $4,709 | 加仓 |
| APH | AMPHENOL CORP | $49.11万 | 0.07% | 2,785 | 31 | 1.1% | $5,466 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $49.42万 | 0.07% | 17,619 | 17,619 | — | $49.42万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $49.84万 | 0.07% | 2,461 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $50.02万 | 0.07% | 518 | -393 | -43.1% | -$37.95万 | 减仓 |
| IUSG | ISHARES TR | $50.12万 | 0.07% | 2,665 | 47 | 1.8% | $8,839 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $50.12万 | 0.07% | 3,140 | -453 | -12.6% | -$7.23万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $50.22万 | 0.07% | 1,011 | -53 | -5.0% | -$2.63万 | 减仓 |
| MUB | ISHARES TR | $50.49万 | 0.07% | 4,692 | 3,391 | 260.6% | $36.49万 | 加仓 |
| BLK | BLACKROCK INC | $51.15万 | 0.07% | 532 | 22 | 4.3% | $2.12万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $52.60万 | 0.07% | 2,715 | 31 | 1.2% | $6,006 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $52.73万 | 0.07% | 1,992 | 24 | 1.2% | $6,353 | 加仓 |
| ASML | ASML HLDG NV | $52.92万 | 0.07% | 266 | 6 | 2.3% | $1.19万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $53.13万 | 0.07% | 10,070 | -373 | -3.6% | -$1.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $53.14万 | 0.07% | 9,222 | 77 | 0.8% | $4,437 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $53.29万 | 0.07% | 7,023 | 43 | 0.6% | $3,263 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $53.46万 | 0.07% | 10,642 | 10,642 | — | $53.46万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $53.57万 | 0.07% | 1,082 | 2 | 0.2% | $990 | 加仓 |
| DLN | WISDOMTREE TR | $54.14万 | 0.07% | 5,621 | -13,624 | -70.8% | -$131.23万 | 减仓 |
| QGRW | WISDOMTREE TR | $54.59万 | 0.07% | 8,267 | 182 | 2.3% | $1.20万 | 加仓 |
| BA | BOEING CO | $54.80万 | 0.07% | 2,531 | -191 | -7.0% | -$4.14万 | 减仓 |