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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $134.07万 | 0.24% | 5,118 | -162 | -3.1% | -$4.24万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $132.17万 | 0.24% | 119,934 | 3,314 | 2.8% | $3.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.35万 | 0.22% | 24,572 | -5,904 | -19.4% | -$29.64万 | 减仓 |
| V | VISA INC | $119.42万 | 0.22% | 3,951 | 10 | 0.3% | $3,023 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $119.26万 | 0.21% | 3,942 | 307 | 8.4% | $9.29万 | 加仓 |
| ROL | ROLLINS INC | $116.08万 | 0.21% | 21,733 | -619 | -2.8% | -$3.31万 | 减仓 |
| IEFA | ISHARES TR | $116.07万 | 0.21% | 12,822 | 4,236 | 49.3% | $38.35万 | 加仓 |
| ORCL | ORACLE CORP | $115.78万 | 0.21% | 7,870 | 597 | 8.2% | $8.78万 | 加仓 |
| TJX | TJX COS INC NEW | $115.75万 | 0.21% | 7,248 | -35 | -0.5% | -$5,589 | 减仓 |
| CW | CURTISS WRIGHT CORP | $114.79万 | 0.21% | 1,685 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $114.67万 | 0.21% | 24,944 | -756 | -2.9% | -$3.48万 | 减仓 |
| GRNY | TIDAL TRUST I | $112.25万 | 0.20% | 47,026 | 31,468 | 202.3% | $75.11万 | 加仓 |
| ORC | ORCHID IS CAP INC | $111.89万 | 0.20% | 159,160 | -8,280 | -4.9% | -$5.82万 | 减仓 |
| GEV | GE VERNOVA INC | $111.20万 | 0.20% | 1,274 | -5 | -0.4% | -$4,364 | 减仓 |
| IJH | ISHARES TR | $110.59万 | 0.20% | 16,376 | 266 | 1.7% | $1.80万 | 加仓 |
| PYLD | PIMCO ETF TR | $107.95万 | 0.19% | 41,202 | 29,647 | 256.6% | $77.68万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $105.62万 | 0.19% | 21,343 | 16,030 | 301.7% | $79.33万 | 加仓 |
| GLD | SPDR GOLD TR | $101.38万 | 0.18% | 2,356 | 352 | 17.6% | $15.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $101.36万 | 0.18% | 4,411 | -223 | -4.8% | -$5.12万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $100.57万 | 0.18% | 1,664 | 3 | 0.2% | $1,813 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $100.24万 | 0.18% | 10,859 | 1,683 | 18.3% | $15.54万 | 加仓 |
| XAR | SPDR SERIES TRUST | $99.80万 | 0.18% | 3,929 | -14 | -0.4% | -$3,556 | 减仓 |
| D | DOMINION ENERGY INC | $99.71万 | 0.18% | 16,129 | 1,811 | 12.6% | $11.20万 | 加仓 |
| XYLD | GLOBAL X FDS | $99.14万 | 0.18% | 25,337 | 5,122 | 25.3% | $20.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $98.93万 | 0.18% | 6,763 | 1,563 | 30.1% | $22.86万 | 加仓 |
| ENB | ENBRIDGE INC | $98.63万 | 0.18% | 18,217 | -1,600 | -8.1% | -$8.66万 | 减仓 |
| GE | GE AEROSPACE | $97.84万 | 0.18% | 3,448 | -190 | -5.2% | -$5.39万 | 减仓 |
| VPU | VANGUARD WORLD FD | $95.74万 | 0.17% | 4,832 | 25 | 0.5% | $4,954 | 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 |
| IRM | IRON MTN INC DEL | $92.12万 | 0.17% | 9,019 | 42 | 0.5% | $4,290 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $92.03万 | 0.17% | 10,798 | 1,233 | 12.9% | $10.51万 | 加仓 |
| PFE | PFIZER INC | $90.85万 | 0.16% | 32,353 | 566 | 1.8% | $1.59万 | 加仓 |
| OXLC | OXFORD LANE CAP CORP | $89.61万 | 0.16% | 91,622 | 45,305 | 97.8% | $44.31万 | 加仓 |
| SBUX | STARBUCKS CORP | $89.15万 | 0.16% | 9,950 | 2,251 | 29.2% | $20.17万 | 加仓 |
| TXN | TEXAS INSTRS INC | $87.13万 | 0.16% | 4,488 | 305 | 7.3% | $5.92万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $86.84万 | 0.16% | 3,209 | 2,271 | 242.1% | $61.46万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $85.81万 | 0.15% | 16,237 | -1,775 | -9.9% | -$9.38万 | 减仓 |
| LQD | ISHARES TR | $85.33万 | 0.15% | 7,829 | -83 | -1.0% | -$9,046 | 减仓 |
| — | GLOBAL X FDS | $85.02万 | 0.15% | 50,306 | 8,410 | 20.1% | $14.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $84.91万 | 0.15% | 4,424 | 954 | 27.5% | $18.31万 | 加仓 |
| IEMG | ISHARES INC | $83.49万 | 0.15% | 11,969 | 3,284 | 37.8% | $22.91万 | 加仓 |
| BTU | PEABODY ENGR CORP | $82.80万 | 0.15% | 25,130 | -525 | -2.0% | -$1.73万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $82.39万 | 0.15% | 11,370 | 1,825 | 19.1% | $13.22万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $81.79万 | 0.15% | 2,421 | 70 | 3.0% | $2.36万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $81.74万 | 0.15% | 4,436 | -261 | -5.6% | -$4.81万 | 减仓 |
| QYLD | GLOBAL X FDS | $80.97万 | 0.15% | 47,215 | 10,295 | 27.9% | $17.66万 | 加仓 |
| WPC | WP CAREY INC | $80.68万 | 0.15% | 11,873 | 54 | 0.5% | $3,670 | 加仓 |
| WMB | WILLIAMS COS INC | $78.89万 | 0.14% | 10,841 | 56 | 0.5% | $4,075 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $77.23万 | 0.14% | 30,500 | 500 | 1.7% | $1.27万 | 加仓 |
| IWY | ISHARES TR | $75.83万 | 0.14% | 3,047 | 1 | 0.0% | $249 | 加仓 |
| OKE | ONEOK INC NEW | $75.45万 | 0.14% | 8,347 | 258 | 3.2% | $2.33万 | 加仓 |
| C | CITIGROUP INC | $75.38万 | 0.14% | 6,646 | 82 | 1.2% | $9,300 | 加仓 |
| GOVT | ISHARES TR | $75.01万 | 0.14% | 32,739 | 30,133 | 1,156.3% | $69.03万 | 加仓 |
| AMGN | AMGEN INC | $74.89万 | 0.13% | 2,128 | 85 | 4.2% | $2.99万 | 加仓 |
| — | BLACKROCK HEALTH SCIENCES TR | $74.44万 | 0.13% | 19,329 | 2,047 | 11.8% | $7.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $74.18万 | 0.13% | 7,577 | 120 | 1.6% | $1.17万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $73.93万 | 0.13% | 6,784 | -416 | -5.8% | -$4.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $73.44万 | 0.13% | 4,581 | 305 | 7.1% | $4.89万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $73.35万 | 0.13% | 5,601 | -139 | -2.4% | -$1.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $72.97万 | 0.13% | 2,135 | 1 | 0.0% | $342 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $72.81万 | 0.13% | 64,839 | 6,893 | 11.9% | $7.74万 | 加仓 |
| LIN | LINDE PLC | $71.81万 | 0.13% | 1,448 | 6 | 0.4% | $2,975 | 加仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $71.65万 | 0.13% | 140,492 | 11,976 | 9.3% | $6.11万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $71.33万 | 0.13% | 21,274 | 2,113 | 11.0% | $7.08万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $70.83万 | 0.13% | 2,752 | -165 | -5.7% | -$4.25万 | 减仓 |
| AON | AON PLC | $70.34万 | 0.13% | 2,179 | 126 | 6.1% | $4.07万 | 加仓 |
| CVS | CVS HEALTH CORP | $69.91万 | 0.13% | 9,734 | -214 | -2.2% | -$1.54万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $68.68万 | 0.12% | 3,300 | -45 | -1.3% | -$9,365 | 减仓 |
| VO | VANGUARD INDEX FDS | $68.00万 | 0.12% | 2,367 | -280 | -10.6% | -$8.04万 | 减仓 |
| VGT | VANGUARD WORLD FD | $66.95万 | 0.12% | 959 | 177 | 22.6% | $12.36万 | 加仓 |
| DIS | DISNEY WALT CO | $66.41万 | 0.12% | 6,891 | 53 | 0.8% | $5,108 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $66.32万 | 0.12% | 2,791 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $65.59万 | 0.12% | 9,119 | 1,320 | 16.9% | $9.49万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $64.96万 | 0.12% | 4,430 | -82 | -1.8% | -$1.20万 | 减仓 |
| QCOM | QUALCOMM INC | $64.72万 | 0.12% | 5,026 | 163 | 3.4% | $2.10万 | 加仓 |
| DE | DEERE & CO | $64.09万 | 0.12% | 1,137 | 157 | 16.0% | $8.85万 | 加仓 |
| — | BCP INVESTMENT CORPORATION | $62.43万 | 0.11% | 83,017 | -1,107 | -1.3% | -$8,325 | 减仓 |
| UNP | UNION PAC CORP | $62.30万 | 0.11% | 2,568 | 22 | 0.9% | $5,338 | 加仓 |
| CSX | CSX CORP | $62.17万 | 0.11% | 15,145 | -66 | -0.4% | -$2,709 | 减仓 |
| ARCC | ARES CAPITAL CORP | $61.87万 | 0.11% | 34,333 | -29 | -0.1% | -$523 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $61.24万 | 0.11% | 49,665 | -2,063 | -4.0% | -$2.54万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $61.21万 | 0.11% | 2,656 | 115 | 4.5% | $2.65万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $61.18万 | 0.11% | 3,353 | 4 | 0.1% | $730 | 加仓 |
| IJR | ISHARES TR | $61.03万 | 0.11% | 4,909 | 972 | 24.7% | $12.08万 | 加仓 |
| CMI | CUMMINS INC | $59.64万 | 0.11% | 1,109 | 271 | 32.3% | $14.57万 | 加仓 |
| BILZ | PIMCO ETF TR | $59.45万 | 0.11% | 5,888 | 15 | 0.3% | $1,515 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $58.72万 | 0.11% | 6,359 | 209 | 3.4% | $1.93万 | 加仓 |
| VFH | VANGUARD WORLD FD | $57.99万 | 0.10% | 4,800 | 41 | 0.9% | $4,954 | 加仓 |
| SDIV | GLOBAL X FDS | $57.33万 | 0.10% | 22,695 | 2,599 | 12.9% | $6.57万 | 加仓 |
| COP | CONOCOPHILLIPS | $56.22万 | 0.10% | 4,259 | 17 | 0.4% | $2,244 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $56.12万 | 0.10% | 12,157 | 8,581 | 240.0% | $39.61万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $55.81万 | 0.10% | 3,086 | -30 | -1.0% | -$5,425 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.46万 | 0.10% | 9,145 | 1,347 | 17.3% | $8.17万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $54.51万 | 0.10% | 1,877 | -35 | -1.8% | -$1.02万 | 减仓 |
| EMR | EMERSON ELEC CO | $54.44万 | 0.10% | 4,156 | 1,107 | 36.3% | $14.50万 | 加仓 |
| BA | BOEING CO | $54.18万 | 0.10% | 2,722 | -121 | -4.3% | -$2.41万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $54.10万 | 0.10% | 9,917 | 170 | 1.7% | $9,274 | 加仓 |
| WFC | WELLS FARGO & CO | $53.48万 | 0.10% | 6,717 | 1,774 | 35.9% | $14.12万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $53.38万 | 0.10% | 9,876 | -742 | -7.0% | -$4.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $53.38万 | 0.10% | 1,555 | 130 | 9.1% | $4.46万 | 加仓 |