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 |
|---|---|---|---|---|---|---|---|---|
| TFC | TRUIST FINL CORP | $125.05万 | 0.17% | 25,100 | 156 | 0.6% | $7,772 | 加仓 |
| IEFA | ISHARES TR | $125.05万 | 0.17% | 12,948 | 126 | 1.0% | $1.22万 | 加仓 |
| PEP | PEPSICO INC | $126.96万 | 0.17% | 9,377 | -833 | -8.2% | -$11.28万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $127.75万 | 0.17% | 1,686 | 1 | 0.1% | $758 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $128.20万 | 0.17% | 117,396 | -2,538 | -2.1% | -$2.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $129.52万 | 0.17% | 4,273 | -845 | -16.5% | -$25.61万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $130.09万 | 0.17% | 21,399 | -26,446 | -55.3% | -$160.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.79万 | 0.18% | 3,219 | 10 | 0.3% | $4,156 | 加仓 |
| LQD | ISHARES TR | $134.67万 | 0.18% | 12,347 | 4,518 | 57.7% | $49.28万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $134.95万 | 0.18% | 3,990 | 48 | 1.2% | $1.62万 | 加仓 |
| T | AT&T INC | $138.03万 | 0.18% | 66,679 | -10,598 | -13.7% | -$21.94万 | 减仓 |
| V | VISA INC | $141.72万 | 0.19% | 4,131 | 180 | 4.6% | $6.17万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $143.46万 | 0.19% | 21,235 | -62,826 | -74.7% | -$424.45万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $144.62万 | 0.19% | 9,862 | -1,346 | -12.0% | -$19.74万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $150.61万 | 0.20% | 17,484 | -8,790 | -33.5% | -$75.72万 | 减仓 |
| GEV | GE VERNOVA INC | $152.63万 | 0.20% | 1,299 | 25 | 2.0% | $2.94万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $153.39万 | 0.20% | 8,281 | -47 | -0.6% | -$8,706 | 减仓 |
| KO | COCA COLA CO | $154.47万 | 0.20% | 19,007 | 127 | 0.7% | $1.03万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $158.30万 | 0.21% | 4,642 | 61 | 1.3% | $2.08万 | 加仓 |
| GCOW | PACER FDS TR | $158.79万 | 0.21% | 36,672 | 1,288 | 3.6% | $5.58万 | 加仓 |
| AGNC | AGNC INVT CORP | $163.06万 | 0.22% | 149,595 | 9,043 | 6.4% | $9.86万 | 加仓 |
| XBIL | RBB FD INC | $163.13万 | 0.22% | 32,627 | -7,213 | -18.1% | -$36.06万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $163.41万 | 0.22% | 1,747 | -41 | -2.3% | -$3.83万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $164.66万 | 0.22% | 12,035 | 189 | 1.6% | $2.59万 | 加仓 |
| PGR | PROGRESSIVE CORP | $166.64万 | 0.22% | 7,628 | 104 | 1.4% | $2.27万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $171.60万 | 0.23% | 28,933 | 7,590 | 35.6% | $45.02万 | 加仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $172.00万 | 0.23% | 37,229 | 37,229 | — | $172.00万 | 新建仓 |
| QDPL | PACER FDS TR | $172.26万 | 0.23% | 38,220 | 1,268 | 3.4% | $5.71万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $175.68万 | 0.23% | 33,929 | 29,263 | 627.2% | $151.52万 | 加仓 |
| BAC | BANK OF AMER CORP | $176.16万 | 0.23% | 30,916 | -84 | -0.3% | -$4,786 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $176.72万 | 0.23% | 1,531 | -890 | -36.8% | -$102.73万 | 减仓 |
| FISR | SSGA ACTIVE TR | $177.42万 | 0.24% | 69,169 | 69,169 | — | $177.42万 | 新建仓 |
| GRNY | TIDAL TRUST I | $178.11万 | 0.24% | 64,416 | 17,390 | 37.0% | $48.08万 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $178.32万 | 0.24% | 80,325 | 6,595 | 8.9% | $14.64万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $178.36万 | 0.24% | 20,321 | -39 | -0.2% | -$3,423 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $182.71万 | 0.24% | 4,930 | 12 | 0.2% | $4,447 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $189.90万 | 0.25% | 37,687 | 34,050 | 936.2% | $171.58万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $203.46万 | 0.27% | 37,952 | -570 | -1.5% | -$3.06万 | 减仓 |
| MRK | MERCK & CO INC | $205.38万 | 0.27% | 15,983 | 231 | 1.5% | $2.97万 | 加仓 |
| TSLA | TESLA INC | $206.01万 | 0.27% | 4,898 | 289 | 6.3% | $12.16万 | 加仓 |
| HD | HOME DEPOT INC | $206.29万 | 0.27% | 5,849 | 266 | 4.8% | $9.38万 | 加仓 |
| ETN | EATON CORP PLC | $206.39万 | 0.27% | 4,844 | -1,931 | -28.5% | -$82.28万 | 减仓 |
| RTX | RTX CORPORATION | $207.55万 | 0.28% | 10,939 | 267 | 2.5% | $5.07万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $209.98万 | 0.28% | 66,220 | 731 | 1.1% | $2.32万 | 加仓 |
| RY | ROYAL BK CDA | $213.33万 | 0.28% | 10,307 | -50 | -0.5% | -$1.03万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $215.94万 | 0.29% | 41,258 | 41,258 | — | $215.94万 | 新建仓 |
| MCD | MCDONALDS CORP | $230.04万 | 0.30% | 8,511 | 32 | 0.4% | $8,649 | 加仓 |
| CSCO | CISCO SYS INC | $232.33万 | 0.31% | 19,780 | -37 | -0.2% | -$4,346 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $234.99万 | 0.31% | 12,333 | -158 | -1.3% | -$3.01万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $236.50万 | 0.31% | 69,909 | 4,960 | 7.6% | $16.78万 | 加仓 |
| LLY | ELI LILLY & CO | $239.12万 | 0.32% | 1,993 | 242 | 13.8% | $29.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $240.21万 | 0.32% | 6,492 | 986 | 17.9% | $36.48万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $243.82万 | 0.32% | 8,670 | -65 | -0.7% | -$1.83万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $248.58万 | 0.33% | 38,325 | 38,325 | — | $248.58万 | 新建仓 |
| CAT | CATERPILLAR INC | $250.24万 | 0.33% | 2,350 | -1,004 | -29.9% | -$106.91万 | 减仓 |
| META | META PLATFORMS INC | $254.44万 | 0.34% | 4,517 | 445 | 10.9% | $25.07万 | 加仓 |
| IAGG | ISHARES TR | $259.22万 | 0.34% | 51,229 | 50,928 | 16,919.6% | $257.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $265.79万 | 0.35% | 11,233 | 1,327 | 13.4% | $31.40万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $266.93万 | 0.35% | 1,283 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $271.72万 | 0.36% | 2,686 | 12 | 0.4% | $1.21万 | 加仓 |
| IWD | ISHARES TR | $277.23万 | 0.37% | 11,436 | -48 | -0.4% | -$1.16万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $284.24万 | 0.38% | 89,441 | 89,162 | 31,957.7% | $283.36万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $284.89万 | 0.38% | 62,339 | -999 | -1.6% | -$4.57万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $288.54万 | 0.38% | 63,138 | 61,925 | 5,105.1% | $283.00万 | 加仓 |
| LOW | LOWES COS INC | $289.62万 | 0.38% | 13,135 | 543 | 4.3% | $11.97万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $290.87万 | 0.39% | 20,500 | 16,550 | 419.0% | $234.83万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $298.26万 | 0.40% | 72,462 | 70,186 | 3,083.7% | $288.89万 | 加仓 |
| SMH | VANECK ETF TRUST | $302.30万 | 0.40% | 4,609 | 6 | 0.1% | $3,935 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $313.57万 | 0.42% | 4,109 | -68 | -1.6% | -$5.19万 | 减仓 |
| WMT | WALMART INC | $320.27万 | 0.42% | 28,278 | 444 | 1.6% | $5.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $348.59万 | 0.46% | 5,076 | 85 | 1.7% | $5.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $351.40万 | 0.47% | 21,199 | -930 | -4.2% | -$15.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $353.19万 | 0.47% | 7,395 | 288 | 4.1% | $13.76万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $373.90万 | 0.50% | 20,668 | 377 | 1.9% | $6.82万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $378.03万 | 0.50% | 75,051 | 74,911 | 53,507.9% | $377.33万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $406.54万 | 0.54% | 43,652 | -9,465 | -17.8% | -$88.15万 | 减仓 |
| IWF | ISHARES TR | $424.44万 | 0.56% | 34,182 | -134 | -0.4% | -$1.66万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $425.22万 | 0.56% | 16,743 | -1,971 | -10.5% | -$50.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.53万 | 0.57% | 8,544 | 37 | 0.4% | $1.85万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $428.70万 | 0.57% | 105,643 | 2,412 | 2.3% | $9.79万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $428.91万 | 0.57% | 99,491 | 98,912 | 17,083.2% | $426.41万 | 加仓 |
| ABBV | ABBVIE INC | $433.02万 | 0.57% | 17,208 | -924 | -5.1% | -$23.25万 | 减仓 |
| GOVT | ISHARES TR | $447.55万 | 0.59% | 196,465 | 163,726 | 500.1% | $372.97万 | 加仓 |
| MBB | ISHARES TR | $461.50万 | 0.61% | 48,826 | 43,951 | 901.6% | $415.43万 | 加仓 |
| — | EXXON MOBIL CORP | $471.73万 | 0.63% | 34,503 | -2,881 | -7.7% | -$39.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $479.79万 | 0.64% | 66,684 | -5,767 | -8.0% | -$41.49万 | 减仓 |
| QUAL | ISHARES TR | $492.23万 | 0.65% | 22,432 | 20,932 | 1,395.5% | $459.32万 | 加仓 |
| TLH | ISHARES TR | $509.54万 | 0.68% | 50,776 | 50,394 | 13,192.1% | $505.71万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $516.68万 | 0.68% | 106,996 | 1,694 | 1.6% | $8.18万 | 加仓 |
| GOOG | ALPHABET INC | $519.36万 | 0.69% | 14,699 | 6,336 | 75.8% | $223.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $522.81万 | 0.69% | 103,383 | 24,703 | 31.4% | $124.92万 | 加仓 |
| EFG | ISHARES TR | $524.66万 | 0.70% | 42,169 | 40,638 | 2,654.3% | $505.62万 | 加仓 |
| TBIL | RBB FD INC | $526.27万 | 0.70% | 105,550 | 3,912 | 3.8% | $19.51万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $526.78万 | 0.70% | 10,084 | -296 | -2.9% | -$15.46万 | 减仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $536.16万 | 0.71% | 110,537 | -3,700 | -3.2% | -$17.95万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $551.48万 | 0.73% | 227,041 | 218,054 | 2,426.3% | $529.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $591.95万 | 0.78% | 10,190 | -1,265 | -11.0% | -$73.49万 | 减仓 |
| MTUM | ISHARES TR | $594.47万 | 0.79% | 17,340 | 16,587 | 2,202.8% | $568.66万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $641.82万 | 0.85% | 121,741 | 121,146 | 20,360.7% | $638.68万 | 加仓 |
| EFV | ISHARES TR | $664.55万 | 0.88% | 86,813 | 85,201 | 5,285.4% | $652.21万 | 加仓 |