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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $672.58万 | 0.89% | 73,394 | -96 | -0.1% | -$8,797 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $680.15万 | 0.90% | 68,988 | 1,548 | 2.3% | $15.26万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $699.82万 | 0.93% | 148,267 | 11,186 | 8.2% | $52.80万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $713.46万 | 0.95% | 190,204 | 11,304 | 6.3% | $42.40万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $719.13万 | 0.95% | 174,970 | 4,677 | 2.7% | $19.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $732.19万 | 0.97% | 9,943 | 523 | 5.6% | $38.51万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $741.38万 | 0.98% | 71,909 | 70,510 | 5,040.0% | $726.96万 | 加仓 |
| FBNC | FIRST BANCORP N C | $761.34万 | 1.01% | 119,089 | -1,423 | -1.2% | -$9.10万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $784.63万 | 1.04% | 61,987 | 1,872 | 3.1% | $23.70万 | 加仓 |
| DGRW | WISDOMTREE TR | $852.56万 | 1.13% | 89,162 | -7,201 | -7.5% | -$68.86万 | 减仓 |
| AVGO | BROADCOM INC | $887.13万 | 1.18% | 23,485 | -61 | -0.3% | -$2.30万 | 减仓 |
| PYLD | PIMCO ETF TR | $913.10万 | 1.21% | 344,308 | 303,106 | 735.7% | $803.84万 | 加仓 |
| IEMG | ISHARES INC | $976.96万 | 1.29% | 117,934 | 105,965 | 885.3% | $877.81万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $993.51万 | 1.32% | 146,083 | 144,598 | 9,737.2% | $983.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,019.46万 | 1.35% | 31,144 | 281 | 0.9% | $9.20万 | 加仓 |
| GOOGL | ALPHABET INC | $1,052.00万 | 1.39% | 29,437 | 811 | 2.8% | $28.98万 | 加仓 |
| IVE | ISHARES TR | $1,066.29万 | 1.41% | 46,961 | 45,723 | 3,693.3% | $1,038.18万 | 加仓 |
| IVW | ISHARES TR | $1,077.24万 | 1.43% | 78,327 | 75,786 | 2,982.5% | $1,042.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,160.11万 | 1.54% | 15,535 | 4,743 | 43.9% | $354.19万 | 加仓 |
| AMZN | AMAZON COM INC | $1,169.70万 | 1.55% | 49,077 | -372 | -0.8% | -$8.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,293.38万 | 1.71% | 34,673 | 397 | 1.2% | $14.81万 | 加仓 |
| IUSB | ISHARES TR | $1,498.89万 | 1.99% | 324,785 | 319,277 | 5,796.6% | $1,473.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,717.10万 | 3.60% | 135,794 | -1,384 | -1.0% | -$27.69万 | 减仓 |
| IVV | ISHARES TR | $2,968.23万 | 3.93% | 39,635 | 26,225 | 195.6% | $1,963.97万 | 加仓 |
| AAPL | APPLE INC | $3,631.89万 | 4.81% | 125,514 | -3,088 | -2.4% | -$89.35万 | 减仓 |