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 |
|---|---|---|---|---|---|---|---|---|
| GOVT | ISHARES TR | $75.01万 | 0.14% | 32,739 | 30,133 | 1,156.3% | $69.03万 | 加仓 |
| C | CITIGROUP INC | $75.38万 | 0.14% | 6,646 | 82 | 1.2% | $9,300 | 加仓 |
| OKE | ONEOK INC NEW | $75.45万 | 0.14% | 8,347 | 258 | 3.2% | $2.33万 | 加仓 |
| IWY | ISHARES TR | $75.83万 | 0.14% | 3,047 | 1 | 0.0% | $249 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $77.23万 | 0.14% | 30,500 | 500 | 1.7% | $1.27万 | 加仓 |
| WMB | WILLIAMS COS INC | $78.89万 | 0.14% | 10,841 | 56 | 0.5% | $4,075 | 加仓 |
| WPC | WP CAREY INC | $80.68万 | 0.15% | 11,873 | 54 | 0.5% | $3,670 | 加仓 |
| QYLD | GLOBAL X FDS | $80.97万 | 0.15% | 47,215 | 10,295 | 27.9% | $17.66万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $81.74万 | 0.15% | 4,436 | -261 | -5.6% | -$4.81万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $81.79万 | 0.15% | 2,421 | 70 | 3.0% | $2.36万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $82.39万 | 0.15% | 11,370 | 1,825 | 19.1% | $13.22万 | 加仓 |
| BTU | PEABODY ENGR CORP | $82.80万 | 0.15% | 25,130 | -525 | -2.0% | -$1.73万 | 减仓 |
| IEMG | ISHARES INC | $83.49万 | 0.15% | 11,969 | 3,284 | 37.8% | $22.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.91万 | 0.15% | 4,424 | 954 | 27.5% | $18.31万 | 加仓 |
| — | GLOBAL X FDS | $85.02万 | 0.15% | 50,306 | 8,410 | 20.1% | $14.21万 | 加仓 |
| LQD | ISHARES TR | $85.33万 | 0.15% | 7,829 | -83 | -1.0% | -$9,046 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $85.81万 | 0.15% | 16,237 | -1,775 | -9.9% | -$9.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $86.84万 | 0.16% | 3,209 | 2,271 | 242.1% | $61.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $87.13万 | 0.16% | 4,488 | 305 | 7.3% | $5.92万 | 加仓 |
| SBUX | STARBUCKS CORP | $89.15万 | 0.16% | 9,950 | 2,251 | 29.2% | $20.17万 | 加仓 |
| OXLC | OXFORD LANE CAP CORP | $89.61万 | 0.16% | 91,622 | 45,305 | 97.8% | $44.31万 | 加仓 |
| PFE | PFIZER INC | $90.85万 | 0.16% | 32,353 | 566 | 1.8% | $1.59万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $92.03万 | 0.17% | 10,798 | 1,233 | 12.9% | $10.51万 | 加仓 |
| IRM | IRON MTN INC DEL | $92.12万 | 0.17% | 9,019 | 42 | 0.5% | $4,290 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $94.62万 | 0.17% | 38,543 | 2,301 | 6.3% | $5.65万 | 加仓 |
| VPU | VANGUARD WORLD FD | $95.74万 | 0.17% | 4,832 | 25 | 0.5% | $4,954 | 加仓 |
| GE | GE AEROSPACE | $97.84万 | 0.18% | 3,448 | -190 | -5.2% | -$5.39万 | 减仓 |
| ENB | ENBRIDGE INC | $98.63万 | 0.18% | 18,217 | -1,600 | -8.1% | -$8.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $98.93万 | 0.18% | 6,763 | 1,563 | 30.1% | $22.86万 | 加仓 |
| XYLD | GLOBAL X FDS | $99.14万 | 0.18% | 25,337 | 5,122 | 25.3% | $20.04万 | 加仓 |
| D | DOMINION ENERGY INC | $99.71万 | 0.18% | 16,129 | 1,811 | 12.6% | $11.20万 | 加仓 |
| XAR | SPDR SERIES TRUST | $99.80万 | 0.18% | 3,929 | -14 | -0.4% | -$3,556 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $100.24万 | 0.18% | 10,859 | 1,683 | 18.3% | $15.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $100.57万 | 0.18% | 1,664 | 3 | 0.2% | $1,813 | 加仓 |
| WM | WASTE MGMT INC DEL | $101.36万 | 0.18% | 4,411 | -223 | -4.8% | -$5.12万 | 减仓 |
| GLD | SPDR GOLD TR | $101.38万 | 0.18% | 2,356 | 352 | 17.6% | $15.15万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $105.62万 | 0.19% | 21,343 | 16,030 | 301.7% | $79.33万 | 加仓 |
| PYLD | PIMCO ETF TR | $107.95万 | 0.19% | 41,202 | 29,647 | 256.6% | $77.68万 | 加仓 |
| IJH | ISHARES TR | $110.59万 | 0.20% | 16,376 | 266 | 1.7% | $1.80万 | 加仓 |
| GEV | GE VERNOVA INC | $111.20万 | 0.20% | 1,274 | -5 | -0.4% | -$4,364 | 减仓 |
| ORC | ORCHID IS CAP INC | $111.89万 | 0.20% | 159,160 | -8,280 | -4.9% | -$5.82万 | 减仓 |
| GRNY | TIDAL TRUST I | $112.25万 | 0.20% | 47,026 | 31,468 | 202.3% | $75.11万 | 加仓 |
| TFC | TRUIST FINL CORP | $114.67万 | 0.21% | 24,944 | -756 | -2.9% | -$3.48万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $114.79万 | 0.21% | 1,685 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $115.75万 | 0.21% | 7,248 | -35 | -0.5% | -$5,589 | 减仓 |
| ORCL | ORACLE CORP | $115.78万 | 0.21% | 7,870 | 597 | 8.2% | $8.78万 | 加仓 |
| IEFA | ISHARES TR | $116.07万 | 0.21% | 12,822 | 4,236 | 49.3% | $38.35万 | 加仓 |
| ROL | ROLLINS INC | $116.08万 | 0.21% | 21,733 | -619 | -2.8% | -$3.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $119.26万 | 0.21% | 3,942 | 307 | 8.4% | $9.29万 | 加仓 |
| V | VISA INC | $119.42万 | 0.22% | 3,951 | 10 | 0.3% | $3,023 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.35万 | 0.22% | 24,572 | -5,904 | -19.4% | -$29.64万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $132.17万 | 0.24% | 119,934 | 3,314 | 2.8% | $3.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $134.07万 | 0.24% | 5,118 | -162 | -3.1% | -$4.24万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $134.70万 | 0.24% | 8,328 | -565 | -6.4% | -$9.14万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.85万 | 0.25% | 21,669 | -2,298 | -9.6% | -$14.73万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $139.39万 | 0.25% | 23,714 | 2,522 | 11.9% | $14.82万 | 加仓 |
| AGNC | AGNC INVT CORP | $140.97万 | 0.25% | 140,552 | -30,965 | -18.1% | -$31.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $143.03万 | 0.26% | 7,290 | 15 | 0.2% | $2,943 | 加仓 |
| KO | COCA COLA CO | $143.58万 | 0.26% | 18,880 | -200 | -1.0% | -$1.52万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $147.81万 | 0.27% | 57,314 | 70 | 0.1% | $1,805 | 加仓 |
| QDPL | PACER FDS TR | $148.32万 | 0.27% | 36,952 | -2,712 | -6.8% | -$10.89万 | 减仓 |
| USFR | WISDOMTREE TR | $148.85万 | 0.27% | 29,568 | -4,382 | -12.9% | -$22.06万 | 减仓 |
| PGR | PROGRESSIVE CORP | $149.16万 | 0.27% | 7,524 | -20 | -0.3% | -$3,965 | 减仓 |
| BAC | BANK AMERICA CORP | $151.12万 | 0.27% | 31,000 | -302 | -1.0% | -$1.47万 | 减仓 |
| CSCO | CISCO SYS INC | $153.76万 | 0.28% | 19,817 | 41 | 0.2% | $3,181 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $155.28万 | 0.28% | 11,846 | 312 | 2.7% | $4.09万 | 加仓 |
| SLV | ISHARES SILVER TR | $157.12万 | 0.28% | 23,058 | 2,813 | 13.9% | $19.17万 | 加仓 |
| PEP | PEPSICO INC | $158.54万 | 0.29% | 10,210 | -44 | -0.4% | -$6,832 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $160.86万 | 0.29% | 4,918 | 527 | 12.0% | $17.24万 | 加仓 |
| LLY | ELI LILLY & CO | $161.06万 | 0.29% | 1,751 | -8 | -0.5% | -$7,359 | 减仓 |
| PG | PROCTER & GAMBLE CO | $161.89万 | 0.29% | 11,208 | -481 | -4.1% | -$6.95万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $163.07万 | 0.29% | 4,177 | -78 | -1.8% | -$3.05万 | 减仓 |
| GCOW | PACER FDS TR | $163.62万 | 0.29% | 35,384 | -1,191 | -3.3% | -$5.51万 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $164.79万 | 0.30% | 73,730 | 37,380 | 102.8% | $83.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $166.00万 | 0.30% | 12,491 | 293 | 2.4% | $3.89万 | 加仓 |
| NFLX | NETFLIX INC. | $166.73万 | 0.30% | 17,341 | 2,953 | 20.5% | $28.39万 | 加仓 |
| RY | ROYAL BK CDA | $167.56万 | 0.30% | 10,357 | 515 | 5.2% | $8.33万 | 加仓 |
| TSLA | TESLA INC | $171.34万 | 0.31% | 4,609 | 292 | 6.8% | $10.86万 | 加仓 |
| DLN | WISDOMTREE TR | $171.92万 | 0.31% | 19,245 | -802 | -4.0% | -$7.16万 | 减仓 |
| SMH | VANECK ETF TRUST | $176.48万 | 0.32% | 4,603 | 71 | 1.6% | $2.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $176.65万 | 0.32% | 5,506 | 271 | 5.2% | $8.69万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $178.13万 | 0.32% | 1,788 | 103 | 6.1% | $10.26万 | 加仓 |
| HD | HOME DEPOT INC | $183.63万 | 0.33% | 5,583 | -55 | -1.0% | -$1.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $189.10万 | 0.34% | 20,360 | 1,393 | 7.3% | $12.94万 | 加仓 |
| MRK | MERCK & CO INC | $189.48万 | 0.34% | 15,752 | -117 | -0.7% | -$1.41万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $190.18万 | 0.34% | 38,522 | -208 | -0.5% | -$1.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $191.29万 | 0.34% | 4,379 | -148 | -3.3% | -$6.47万 | 减仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $192.13万 | 0.35% | 15,168 | -380 | -2.4% | -$4.81万 | 减仓 |
| XBIL | RBB FD INC | $199.32万 | 0.36% | 39,840 | -403 | -1.0% | -$2.02万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $200.11万 | 0.36% | 64,949 | 53,449 | 464.8% | $164.68万 | 加仓 |
| CLMT | CALUMET INC | $200.52万 | 0.36% | 55,855 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $200.92万 | 0.36% | 65,489 | -254 | -0.4% | -$7,793 | 减仓 |
| RTX | RTX CORPORATION | $205.86万 | 0.37% | 10,672 | -350 | -3.2% | -$6.75万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $211.01万 | 0.38% | 19,101 | 2,811 | 17.3% | $31.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $211.71万 | 0.38% | 8,735 | -11 | -0.1% | -$2,666 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $213.04万 | 0.38% | 9,906 | -67 | -0.7% | -$1.44万 | 减仓 |
| T | AT&T INC | $224.03万 | 0.40% | 77,277 | -965 | -1.2% | -$2.80万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $226.14万 | 0.41% | 2,674 | -60 | -2.2% | -$5.07万 | 减仓 |
| META | META PLATFORMS INC | $232.96万 | 0.42% | 4,072 | -271 | -6.2% | -$15.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.03万 | 0.42% | 11,455 | 1,887 | 19.7% | $38.39万 | 加仓 |