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 |
|---|---|---|---|---|---|---|---|---|
| FTEC | FIDELITY COVINGTON TRUST | $52.61万 | 0.09% | 2,529 | 42 | 1.7% | $8,738 | 加仓 |
| GDX | VANECK ETF TRUST | $52.06万 | 0.09% | 5,673 | -280 | -4.7% | -$2.57万 | 减仓 |
| BP | BP PLC | $51.73万 | 0.09% | 11,007 | -3,603 | -24.7% | -$16.93万 | 减仓 |
| LXU | LSB INDS INC | $51.22万 | 0.09% | 34,373 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $51.10万 | 0.09% | 10,443 | -643 | -5.8% | -$3.15万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $50.97万 | 0.09% | 747 | 172 | 29.9% | $11.74万 | 加仓 |
| EQT | EQT CORP | $50.96万 | 0.09% | 8,008 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $49.78万 | 0.09% | 3,024 | 63 | 2.1% | $1.04万 | 加仓 |
| ITA | ISHARES TR | $49.49万 | 0.09% | 2,262 | 633 | 38.9% | $13.85万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $49.43万 | 0.09% | 3,950 | 315 | 8.7% | $3.94万 | 加仓 |
| BLK | BLACKROCK INC | $49.05万 | 0.09% | 510 | 164 | 47.4% | $15.77万 | 加仓 |
| SO | SOUTHERN CO | $48.53万 | 0.09% | 5,028 | 1,695 | 50.9% | $16.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $48.34万 | 0.09% | 10,533 | 4,691 | 80.3% | $21.53万 | 加仓 |
| TGT | TARGET CORP | $48.30万 | 0.09% | 3,985 | 393 | 10.9% | $4.76万 | 加仓 |
| WSBC | WESBANCO INC | $48.21万 | 0.09% | 13,977 | 5,849 | 72.0% | $20.17万 | 加仓 |
| GLW | CORNING INC | $48.21万 | 0.09% | 3,545 | 1 | 0.0% | $136 | 加仓 |
| O | REALTY INCOME CORP | $48.02万 | 0.09% | 7,849 | 1,449 | 22.6% | $8.86万 | 加仓 |
| — | INVESTCORP CR MGMT BDC INC | $47.92万 | 0.09% | 295,794 | 295,794 | — | $47.92万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $47.55万 | 0.09% | 3,662 | -115 | -3.0% | -$1.49万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.51万 | 0.09% | 1,064 | -37 | -3.4% | -$1.65万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $46.67万 | 0.08% | 2,832 | -121 | -4.1% | -$1.99万 | 减仓 |
| MBB | ISHARES TR | $46.28万 | 0.08% | 4,875 | 3,669 | 304.2% | $34.83万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $46.16万 | 0.08% | 7,534 | 556 | 8.0% | $3.41万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $46.06万 | 0.08% | 1,968 | -34 | -1.7% | -$7,957 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.04万 | 0.08% | 1,769 | 416 | 30.7% | $10.83万 | 加仓 |
| XOP | SPDR SERIES TRUST | $45.93万 | 0.08% | 2,526 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $45.63万 | 0.08% | 3,593 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $45.55万 | 0.08% | 2,461 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $45.49万 | 0.08% | 2,636 | 16 | 0.6% | $2,761 | 加仓 |
| — | UNITED BANCORP INC OHIO | $44.08万 | 0.08% | 28,983 | -6,227 | -17.7% | -$9.47万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $43.91万 | 0.08% | 2,101 | -200 | -8.7% | -$4.18万 | 减仓 |
| SOXX | ISHARES TR | $43.74万 | 0.08% | 1,331 | 616 | 86.2% | $20.24万 | 加仓 |
| QGRW | WISDOMTREE TR | $43.20万 | 0.08% | 8,085 | 237 | 3.0% | $1.27万 | 加仓 |
| YUM | YUM BRANDS INC | $42.55万 | 0.08% | 2,737 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $42.53万 | 0.08% | 9,081 | -150 | -1.6% | -$7,025 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $42.18万 | 0.08% | 6,980 | 624 | 9.8% | $3.77万 | 加仓 |
| IWB | ISHARES TR | $41.65万 | 0.08% | 1,168 | 68 | 6.2% | $2.42万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $41.38万 | 0.07% | 2,684 | 1 | 0.0% | $154 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $41.25万 | 0.07% | 8,771 | 78 | 0.9% | $3,668 | 加仓 |
| ABT | ABBOTT LABORATORIES | $41.22万 | 0.07% | 4,015 | 1,327 | 49.4% | $13.62万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.82万 | 0.07% | 5,979 | 966 | 19.3% | $6.60万 | 加仓 |
| IUSG | ISHARES TR | $40.61万 | 0.07% | 2,618 | 2,549 | 3,694.2% | $39.54万 | 加仓 |
| INTU | INTUIT | $40.52万 | 0.07% | 937 | -32 | -3.3% | -$1.38万 | 减仓 |
| DES | WISDOMTREE TR | $40.06万 | 0.07% | 11,147 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC | $39.85万 | 0.07% | 44,874 | -1,769 | -3.8% | -$1.57万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $39.33万 | 0.07% | 6,050 | 392 | 6.9% | $2.55万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.22万 | 0.07% | 3,537 | 101 | 2.9% | $1.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $39.12万 | 0.07% | 10,338 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $39.10万 | 0.07% | 31,556 | 4,587 | 17.0% | $5.68万 | 加仓 |
| CTAS | CINTAS CORP | $39.03万 | 0.07% | 2,308 | 2 | 0.1% | $338 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $38.76万 | 0.07% | 1,080 | 42 | 4.0% | $1.51万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $38.58万 | 0.07% | 4,116 | 4,116 | — | $38.58万 | 新建仓 |
| NVS | NOVARTIS AG | $38.58万 | 0.07% | 2,526 | 775 | 44.3% | $11.84万 | 加仓 |
| INTC | INTEL CORP | $38.51万 | 0.07% | 8,726 | 158 | 1.8% | $6,972 | 加仓 |
| SPGI | S&P GLOBAL INC | $38.22万 | 0.07% | 898 | 309 | 52.5% | $13.15万 | 加仓 |
| AOS | SMITH A O CORP | $38.06万 | 0.07% | 5,772 | 165 | 2.9% | $1.09万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $38.05万 | 0.07% | 40,138 | 1,440 | 3.7% | $1.37万 | 加仓 |
| CB | CHUBB LTD SWITZ | $37.72万 | 0.07% | 1,158 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.51万 | 0.07% | 1,087 | 13 | 1.2% | $4,486 | 加仓 |
| PSX | PHILLIPS 66 | $37.35万 | 0.07% | 2,051 | 2,051 | — | $37.35万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $36.99万 | 0.07% | 1,476 | -50 | -3.3% | -$1.25万 | 减仓 |
| VST | VISTRA CORP | $36.81万 | 0.07% | 2,449 | 160 | 7.0% | $2.40万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $36.44万 | 0.07% | 1,664 | 433 | 35.2% | $9.48万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $36.01万 | 0.06% | 3,832 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.69万 | 0.06% | 911 | 1 | 0.1% | $392 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $35.46万 | 0.06% | 709 | 281 | 65.7% | $14.05万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.01万 | 0.06% | 1,151 | 7 | 0.6% | $2,129 | 加仓 |
| SYK | STRYKER CORPORATION | $34.83万 | 0.06% | 1,060 | -16 | -1.5% | -$5,257 | 减仓 |
| APH | AMPHENOL CORP | $34.80万 | 0.06% | 2,754 | -231 | -7.7% | -$2.92万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.49万 | 0.06% | 1,697 | 15 | 0.9% | $3,049 | 加仓 |
| NUE | NUCOR CORP | $34.41万 | 0.06% | 2,035 | 415 | 25.6% | $7.02万 | 加仓 |
| ASML | ASML HLDG NV | $34.39万 | 0.06% | 260 | 1 | 0.4% | $1,323 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $34.29万 | 0.06% | 3,697 | -111 | -2.9% | -$1.03万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $34.28万 | 0.06% | 697 | -35 | -4.8% | -$1.72万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $34.27万 | 0.06% | 3,483 | 493 | 16.5% | $4.85万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.85万 | 0.06% | 7,005 | 294 | 4.4% | $1.42万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.41万 | 0.06% | 5,933 | 5 | 0.1% | $282 | 加仓 |
| DX | DYNEX CAP INC | $32.97万 | 0.06% | 25,840 | -5,228 | -16.8% | -$6.67万 | 减仓 |
| DVY | ISHARES TR | $32.74万 | 0.06% | 2,162 | 715 | 49.4% | $10.83万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $32.70万 | 0.06% | 5,357 | -155 | -2.8% | -$9,463 | 重新持有 |
| — | CANTALOUPE INC | $32.43万 | 0.06% | 30,000 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $32.26万 | 0.06% | 888 | 41 | 4.8% | $1.49万 | 加仓 |
| HAS | HASBRO INC | $32.22万 | 0.06% | 3,442 | -118 | -3.3% | -$1.10万 | 减仓 |
| ITOT | ISHARES TR | $32.04万 | 0.06% | 2,250 | 505 | 28.9% | $7.19万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $31.85万 | 0.06% | 21,567 | 2,976 | 16.0% | $4.40万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $31.67万 | 0.06% | 2,818 | 344 | 13.9% | $3.87万 | 加仓 |
| ACWX | ISHARES TR | $31.51万 | 0.06% | 4,602 | 3,417 | 288.4% | $23.40万 | 加仓 |
| NEWT | NEWTEKONE INC | $31.36万 | 0.06% | 28,643 | -1,758 | -5.8% | -$1.92万 | 减仓 |
| IUSV | ISHARES TR | $31.29万 | 0.06% | 3,060 | 2,950 | 2,681.8% | $30.17万 | 加仓 |
| IWR | ISHARES TR | $31.13万 | 0.06% | 3,202 | 724 | 29.2% | $7.04万 | 加仓 |
| PODD | INSULET CORP | $31.08万 | 0.06% | 1,481 | -573 | -27.9% | -$12.02万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $30.88万 | 0.06% | 4,926 | 6 | 0.1% | $376 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $30.60万 | 0.06% | 28,495 | 83 | 0.3% | $891 | 加仓 |
| RMD | RESMED INC | $30.54万 | 0.06% | 1,360 | -31 | -2.2% | -$6,961 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $30.37万 | 0.05% | 9,100 | 440 | 5.1% | $1.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.94万 | 0.05% | 11,929 | 28 | 0.2% | $703 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $29.94万 | 0.05% | 934 | -25 | -2.6% | -$8,014 | 减仓 |
| SHEL | SHELL PLC | $29.91万 | 0.05% | 3,216 | -40 | -1.2% | -$3,720 | 重新持有 |
| PAAA | PGIM ETF TR | $29.63万 | 0.05% | 5,789 | 5,660 | 4,387.6% | $28.97万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $29.50万 | 0.05% | 1,358 | 1,055 | 348.2% | $22.92万 | 加仓 |