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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $55.02万 | 0.07% | 1,877 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $55.25万 | 0.07% | 22,607 | -88 | -0.4% | -$2,151 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $55.79万 | 0.07% | 1,575 | 20 | 1.3% | $7,084 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $56.21万 | 0.07% | 31,703 | 13,325 | 72.5% | $23.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $56.79万 | 0.08% | 6,871 | 154 | 2.3% | $1.27万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.89万 | 0.08% | 9,532 | -344 | -3.5% | -$2.05万 | 减仓 |
| ITA | ISHARES TR | $58.53万 | 0.08% | 2,415 | 153 | 6.8% | $3.71万 | 加仓 |
| — | BCP INVESTMENT CORPORATION | $58.75万 | 0.08% | 80,706 | -2,311 | -2.8% | -$1.68万 | 减仓 |
| EMR | EMERSON ELEC CO | $59.91万 | 0.08% | 4,185 | 29 | 0.7% | $4,151 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $61.45万 | 0.08% | 12,171 | 6,978 | 134.4% | $35.23万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $62.05万 | 0.08% | 6,410 | 51 | 0.8% | $4,937 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $62.79万 | 0.08% | 10,255 | 338 | 3.4% | $2.07万 | 加仓 |
| DIS | DISNEY WALT CO | $63.44万 | 0.08% | 6,590 | -301 | -4.4% | -$2.90万 | 减仓 |
| VFH | VANGUARD WORLD FD | $63.52万 | 0.08% | 4,827 | 27 | 0.6% | $3,553 | 加仓 |
| GSSC | GOLDMAN SACHS ETF TR | $63.86万 | 0.08% | 6,998 | 6,882 | 5,932.8% | $62.81万 | 加仓 |
| ACWX | ISHARES TR | $64.35万 | 0.09% | 8,455 | 3,853 | 83.7% | $29.33万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $64.44万 | 0.09% | 50,344 | 679 | 1.4% | $8,691 | 加仓 |
| IJR | ISHARES TR | $64.68万 | 0.09% | 4,361 | -548 | -11.2% | -$8.13万 | 减仓 |
| IYW | ISHARES TR | $64.96万 | 0.09% | 2,575 | 1,128 | 78.0% | $28.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $65.05万 | 0.09% | 4,100 | -330 | -7.4% | -$5.24万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.59万 | 0.09% | 9,090 | -29 | -0.3% | -$2,093 | 减仓 |
| LIN | LINDE PLC | $65.92万 | 0.09% | 1,270 | -178 | -12.3% | -$9.24万 | 减仓 |
| MS | MORGAN STANLEY | $67.10万 | 0.09% | 3,210 | 186 | 6.2% | $3.89万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $68.55万 | 0.09% | 21,442 | 168 | 0.8% | $5,371 | 加仓 |
| DE | DEERE & CO | $69.58万 | 0.09% | 1,097 | -40 | -3.5% | -$2.54万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $70.20万 | 0.09% | 3,499 | 146 | 4.4% | $2.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $70.99万 | 0.09% | 2,486 | -43 | -1.7% | -$1.23万 | 减仓 |
| AON | AON PLC | $71.02万 | 0.09% | 2,141 | -38 | -1.7% | -$1.26万 | 减仓 |
| APIE | TRUST FOR PROFESSIONAL MANAG | $71.12万 | 0.09% | 18,349 | 18,349 | — | $71.12万 | 新建仓 |
| UNP | UNION PAC CORP | $71.47万 | 0.09% | 2,628 | 60 | 2.3% | $1.63万 | 加仓 |
| CERY | SPDR SERIES TRUST | $71.89万 | 0.10% | 21,505 | 21,505 | — | $71.89万 | 新建仓 |
| CSX | CSX CORP | $72.27万 | 0.10% | 15,206 | 61 | 0.4% | $2,899 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $72.28万 | 0.10% | 61,571 | -3,268 | -5.0% | -$3.84万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $72.54万 | 0.10% | 2,698 | 42 | 1.6% | $1.13万 | 加仓 |
| OKE | ONEOK INC NEW | $72.78万 | 0.10% | 8,371 | 24 | 0.3% | $2,087 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.76万 | 0.10% | 6,408 | -355 | -5.2% | -$4.14万 | 减仓 |
| VO | VANGUARD INDEX FDS | $76.04万 | 0.10% | 9,438 | -30 | -0.3% | -$2,417 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $77.75万 | 0.10% | 4,920 | -18,174 | -78.7% | -$287.19万 | 减仓 |
| OXLC | OXFORD LANE CAP CORP | $77.80万 | 0.10% | 88,808 | -2,814 | -3.1% | -$2.47万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $78.84万 | 0.10% | 30,500 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $79.56万 | 0.11% | 6,784 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $79.84万 | 0.11% | 5,464 | -137 | -2.4% | -$2.00万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $79.94万 | 0.11% | 30,477 | 30,156 | 9,394.4% | $79.10万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $80.04万 | 0.11% | 2,642 | -149 | -5.3% | -$4.51万 | 减仓 |
| PFE | PFIZER INC | $80.78万 | 0.11% | 33,547 | 1,194 | 3.7% | $2.88万 | 加仓 |
| WMB | WILLIAMS COS INC | $81.26万 | 0.11% | 10,931 | 90 | 0.8% | $6,691 | 加仓 |
| JNK | SPDR SERIES TRUST | $81.39万 | 0.11% | 8,445 | 8,320 | 6,656.0% | $80.18万 | 加仓 |
| AMGN | AMGEN INC | $81.56万 | 0.11% | 2,252 | 124 | 5.8% | $4.49万 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $81.81万 | 0.11% | 157,320 | 16,828 | 12.0% | $8.75万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $82.05万 | 0.11% | 17,873 | 17,255 | 2,792.1% | $79.22万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $82.46万 | 0.11% | 19,200 | -129 | -0.7% | -$5,541 | 减仓 |
| VOT | VANGUARD INDEX FDS | $84.35万 | 0.11% | 2,754 | 2 | 0.1% | $613 | 加仓 |
| — | GLOBAL X FDS | $84.92万 | 0.11% | 49,401 | -905 | -1.8% | -$1.56万 | 减仓 |
| ROL | ROLLINS INC | $85.17万 | 0.11% | 20,405 | -1,328 | -6.1% | -$5.54万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $86.36万 | 0.11% | 16,237 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $86.40万 | 0.11% | 1,695 | 31 | 1.9% | $1.58万 | 加仓 |
| IWY | ISHARES TR | $87.03万 | 0.12% | 2,994 | -53 | -1.7% | -$1.54万 | 减仓 |
| GSID | GOLDMAN SACHS ETF TR | $87.03万 | 0.12% | 11,583 | 11,583 | — | $87.03万 | 新建仓 |
| QYLD | GLOBAL X FDS | $87.66万 | 0.12% | 47,565 | 350 | 0.7% | $6,451 | 加仓 |
| VOE | VANGUARD INDEX FDS | $87.82万 | 0.12% | 4,444 | 8 | 0.2% | $1,581 | 加仓 |
| SOXX | ISHARES TR | $89.58万 | 0.12% | 1,398 | 67 | 5.0% | $4.29万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $89.69万 | 0.12% | 7,538 | -39 | -0.5% | -$4,641 | 减仓 |
| GLW | CORNING INC | $91.52万 | 0.12% | 3,583 | 38 | 1.1% | $9,706 | 加仓 |
| WPC | WP CAREY INC | $92.23万 | 0.12% | 12,898 | 1,025 | 8.6% | $7.33万 | 加仓 |
| IJH | ISHARES TR | $92.34万 | 0.12% | 11,975 | -4,401 | -26.9% | -$33.94万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $94.12万 | 0.12% | 4,424 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $94.63万 | 0.13% | 4,835 | 3 | 0.1% | $587 | 加仓 |
| VGT | VANGUARD WORLD FD | $95.54万 | 0.13% | 7,993 | 321 | 4.2% | $3.84万 | 加仓 |
| C | CITIGROUP INC | $96.78万 | 0.13% | 6,915 | 269 | 4.0% | $3.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $97.43万 | 0.13% | 23,010 | -1,562 | -6.4% | -$6.61万 | 减仓 |
| WM | WASTE MGMT INC DEL | $98.45万 | 0.13% | 4,417 | 6 | 0.1% | $1,337 | 加仓 |
| ENB | ENBRIDGE INC | $98.95万 | 0.13% | 18,254 | 37 | 0.2% | $2,006 | 加仓 |
| SBUX | STARBUCKS CORP | $99.48万 | 0.13% | 9,735 | -215 | -2.2% | -$2.20万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $99.67万 | 0.13% | 10,871 | 73 | 0.7% | $6,693 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $100.40万 | 0.13% | 10,902 | 43 | 0.4% | $3,960 | 加仓 |
| SLV | ISHARES SILVER TR | $101.14万 | 0.13% | 18,915 | -4,143 | -18.0% | -$22.15万 | 减仓 |
| GGUS | GOLDMAN SACHS ETF TR | $102.13万 | 0.14% | 14,964 | 14,655 | 4,742.7% | $100.02万 | 加仓 |
| IAU | ISHARES GOLD TR | $102.74万 | 0.14% | 13,606 | 11,198 | 465.0% | $84.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $103.89万 | 0.14% | 14,581 | -7,088 | -32.7% | -$50.50万 | 减仓 |
| TJX | TJX COS INC NEW | $106.46万 | 0.14% | 7,027 | -221 | -3.0% | -$3.35万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $106.49万 | 0.14% | 41,389 | -15,925 | -27.8% | -$40.98万 | 减仓 |
| D | DOMINION ENERGY INC | $106.91万 | 0.14% | 15,655 | -474 | -2.9% | -$3.24万 | 减仓 |
| XAR | SPDR SERIES TRUST | $107.39万 | 0.14% | 3,784 | -145 | -3.7% | -$4.12万 | 减仓 |
| ORC | ORCHID IS CAP INC | $107.53万 | 0.14% | 154,273 | -4,887 | -3.1% | -$3.41万 | 减仓 |
| NFLX | NETFLIX INC. | $108.00万 | 0.14% | 15,126 | -2,215 | -12.8% | -$15.82万 | 减仓 |
| XYLD | GLOBAL X FDS | $108.36万 | 0.14% | 26,566 | 1,229 | 4.9% | $5.01万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $110.33万 | 0.15% | 11,478 | 108 | 0.9% | $1.04万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $110.81万 | 0.15% | 21,309 | 20,920 | 5,377.9% | $108.78万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $111.44万 | 0.15% | 40,261 | 1,718 | 4.5% | $4.76万 | 加仓 |
| ORCL | ORACLE CORP | $113.66万 | 0.15% | 7,756 | -114 | -1.4% | -$1.67万 | 减仓 |
| IRM | IRON MTN INC DEL | $113.98万 | 0.15% | 9,023 | 4 | 0.0% | $505 | 加仓 |
| AMAT | APPLIED MATLS INC | $115.44万 | 0.15% | 1,597 | -538 | -25.2% | -$38.89万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $116.75万 | 0.15% | 5,358 | -1,932 | -26.5% | -$42.10万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $117.88万 | 0.16% | 5,332 | 5,332 | — | $117.88万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $119.24万 | 0.16% | 4,001 | -487 | -10.9% | -$14.51万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $120.01万 | 0.16% | 20,810 | 13,805 | 197.1% | $79.61万 | 加仓 |
| GE | GE AEROSPACE | $120.32万 | 0.16% | 3,220 | -228 | -6.6% | -$8.52万 | 减仓 |
| GLD | SPDR GOLD TR | $121.61万 | 0.16% | 3,301 | 945 | 40.1% | $34.81万 | 加仓 |
| INTC | INTEL CORP | $122.78万 | 0.16% | 8,793 | 67 | 0.8% | $9,355 | 加仓 |
| HON | HONEYWELL INTL INC | $123.38万 | 0.16% | 5,376 | -5,134 | -48.8% | -$117.82万 | 减仓 |