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 |
|---|---|---|---|---|---|---|---|---|
| EPS | WISDOMTREE TR | $29.28万 | 0.05% | 4,300 | 48 | 1.1% | $3,269 | 加仓 |
| ESGU | ISHARES TR | $29.26万 | 0.05% | 2,069 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $29.24万 | 0.05% | 5,001 | -563 | -10.1% | -$3.29万 | 减仓 |
| GWW | WW GRAINGER INC | $29.12万 | 0.05% | 267 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $29.12万 | 0.05% | 7,550 | -26 | -0.3% | -$1,003 | 减仓 |
| PAYX | PAYCHEX INC | $29.02万 | 0.05% | 3,150 | 940 | 42.5% | $8.66万 | 加仓 |
| RYLD | GLOBAL X FDS | $28.93万 | 0.05% | 19,349 | 9,619 | 98.9% | $14.38万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $28.78万 | 0.05% | 5,661 | 91 | 1.6% | $4,626 | 加仓 |
| QUAL | ISHARES TR | $28.77万 | 0.05% | 1,500 | 992 | 195.3% | $19.03万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $28.76万 | 0.05% | 18,378 | 1,642 | 9.8% | $2.57万 | 加仓 |
| IVW | ISHARES TR | $28.74万 | 0.05% | 2,541 | 171 | 7.2% | $1.93万 | 加仓 |
| GRMN | GARMIN LTD | $28.64万 | 0.05% | 1,235 | -42 | -3.3% | -$9,741 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $28.58万 | 0.05% | 3,983 | 504 | 14.5% | $3.62万 | 重新持有 |
| GSK | GSK PLC | $28.57万 | 0.05% | 5,177 | -246 | -4.5% | -$1.36万 | 重新持有 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $28.41万 | 0.05% | 4,373 | 10 | 0.2% | $650 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $27.96万 | 0.05% | 3,050 | -99 | -3.1% | -$9,074 | 减仓 |
| FNB | F N B CORP | $27.95万 | 0.05% | 16,716 | 44 | 0.3% | $736 | 加仓 |
| — | PENNANTPARK INVT CORP | $27.83万 | 0.05% | 61,989 | -4,302 | -6.5% | -$1.93万 | 减仓 |
| NOBL | PROSHARES TR | $27.64万 | 0.05% | 2,608 | 16 | 0.6% | $1,696 | 重新持有 |
| AZN | ASTRAZENECA PLC | $27.63万 | 0.05% | 1,401 | 1,401 | — | $27.63万 | 新建仓 |
| HYDB | ISHARES TR | $27.56万 | 0.05% | 5,925 | -2,290 | -27.9% | -$10.65万 | 减仓 |
| QQQI | NEOS ETF TRUST | $27.47万 | 0.05% | 5,529 | -1,491 | -21.2% | -$7.41万 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $27.34万 | 0.05% | 10,259 | 72 | 0.7% | $1,919 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $26.99万 | 0.05% | 13,645 | 9,360 | 218.4% | $18.51万 | 重新持有 |
| AGG | ISHARES TR | $26.39万 | 0.05% | 2,658 | 1,868 | 236.5% | $18.55万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $26.36万 | 0.05% | 21,053 | 9,882 | 88.5% | $12.37万 | 加仓 |
| ESGD | ISHARES TR | $26.30万 | 0.05% | 2,750 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $26.25万 | 0.05% | 1,447 | 574 | 65.8% | $10.41万 | 加仓 |
| NRG | NRG ENERGY INC | $26.23万 | 0.05% | 1,795 | 280 | 18.5% | $4.09万 | 加仓 |
| ABNB | AIRBNB INC | $26.23万 | 0.05% | 2,077 | 55 | 2.7% | $6,945 | 加仓 |
| ET | ENERGY TRANSFER L P | $26.20万 | 0.05% | 13,575 | 40 | 0.3% | $772 | 加仓 |
| SPYM | SPDR SERIES TRUST | $26.19万 | 0.05% | 3,422 | -192 | -5.3% | -$1.47万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $26.16万 | 0.05% | 1,935 | -58 | -2.9% | -$7,841 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $26.16万 | 0.05% | 5,193 | 38 | 0.7% | $1,914 | 加仓 |
| IVE | ISHARES TR | $26.14万 | 0.05% | 1,238 | 180 | 17.0% | $3.80万 | 加仓 |
| MMM | 3M CO | $26.07万 | 0.05% | 1,795 | 459 | 34.4% | $6.67万 | 加仓 |
| ADI | ANALOG DEVICES INC | $26.04万 | 0.05% | 818 | 3 | 0.4% | $955 | 重新持有 |
| EFX | EQUIFAX INC | $25.89万 | 0.05% | 1,438 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $25.73万 | 0.05% | 2,909 | 430 | 17.3% | $3.80万 | 加仓 |
| IUSB | ISHARES TR | $25.44万 | 0.05% | 5,508 | 1,279 | 30.2% | $5.91万 | 加仓 |
| FDX | FEDEX CORP | $24.97万 | 0.05% | 702 | 702 | — | $24.97万 | 新建仓 |
| IDEV | ISHARES TR | $24.79万 | 0.04% | 2,966 | 359 | 13.8% | $3.00万 | 加仓 |
| EFA | ISHARES TR | $24.65万 | 0.04% | 2,538 | 580 | 29.6% | $5.63万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $24.52万 | 0.04% | 3,004 | 1,191 | 65.7% | $9.72万 | 加仓 |
| FAST | FASTENAL CO | $24.51万 | 0.04% | 5,282 | 1,084 | 25.8% | $5.03万 | 重新持有 |
| USMV | ISHARES TR | $24.48万 | 0.04% | 2,639 | 876 | 49.7% | $8.12万 | 加仓 |
| KR | KROGER CO | $24.13万 | 0.04% | 3,335 | 3 | 0.1% | $217 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $24.11万 | 0.04% | 2,247 | 2,247 | — | $24.11万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $24.11万 | 0.04% | 2,033 | 2 | 0.1% | $237 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $24.02万 | 0.04% | 521 | -317 | -37.8% | -$14.61万 | 减仓 |
| TWLO | TWILIO INC | $23.98万 | 0.04% | 1,906 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.88万 | 0.04% | 2,886 | 2,350 | 438.4% | $19.44万 | 重新持有 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $23.88万 | 0.04% | 5,469 | -252 | -4.4% | -$1.10万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $23.78万 | 0.04% | 2,749 | -136 | -4.7% | -$1.18万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $23.54万 | 0.04% | 820 | 25 | 3.1% | $7,176 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $23.52万 | 0.04% | 782 | -1 | -0.1% | -$301 | 重新持有 |
| GM | GENERAL MTRS CO | $23.25万 | 0.04% | 3,120 | -199 | -6.0% | -$1.48万 | 重新持有 |
| MDT | MEDTRONIC PLC | $22.73万 | 0.04% | 2,623 | 304 | 13.1% | $2.63万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $22.72万 | 0.04% | 3,279 | 492 | 17.7% | $3.41万 | 重新持有 |
| CRM | SALESFORCE INC | $22.68万 | 0.04% | 1,215 | -1,082 | -47.1% | -$20.20万 | 减仓 |
| URI | UNITED RENTALS INC | $22.56万 | 0.04% | 310 | 47 | 17.9% | $3.42万 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $22.29万 | 0.04% | 764 | -60 | -7.3% | -$1.75万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $22.22万 | 0.04% | 7,741 | 111 | 1.5% | $3,187 | 重新持有 |
| MSCI | MSCI INC | $22.15万 | 0.04% | 411 | -83 | -16.8% | -$4.47万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.05万 | 0.04% | 1,272 | 217 | 20.6% | $3.76万 | 重新持有 |
| DIV | GLOBAL X FDS | $21.95万 | 0.04% | 11,612 | 253 | 2.2% | $4,782 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $21.89万 | 0.04% | 4,666 | -238 | -4.9% | -$1.12万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $21.87万 | 0.04% | 4,708 | 26 | 0.6% | $1,208 | 加仓 |
| MPLX | MPLX LP | $21.86万 | 0.04% | 3,830 | 3,830 | — | $21.86万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $21.85万 | 0.04% | 9,823 | 544 | 5.9% | $1.21万 | 加仓 |
| DGRO | ISHARES TR | $21.82万 | 0.04% | 3,109 | 36 | 1.2% | $2,527 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $21.69万 | 0.04% | 8,987 | 8,987 | — | $21.69万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $21.58万 | 0.04% | 5,616 | 5,616 | — | $21.58万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $21.51万 | 0.04% | 12,567 | -4,014 | -24.2% | -$6.87万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $21.50万 | 0.04% | 6,411 | 6,368 | 14,809.3% | $21.36万 | 加仓 |
| IAU | ISHARES GOLD TR | $21.23万 | 0.04% | 2,408 | 2,408 | — | $21.23万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.23万 | 0.04% | 4,628 | 678 | 17.2% | $3.11万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.87万 | 0.04% | 2,778 | 2,027 | 269.9% | $15.22万 | 加仓 |
| SHOP | SHOPIFY INC | $20.75万 | 0.04% | 1,749 | -19 | -1.1% | -$2,254 | 减仓 |
| KKR | KKR & CO INC | $20.54万 | 0.04% | 2,220 | 70 | 3.3% | $6,475 | 加仓 |
| USB | US BANCORP | $20.51万 | 0.04% | 3,945 | 30 | 0.8% | $1,560 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $20.48万 | 0.04% | 7,459 | 7,459 | — | $20.48万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $20.47万 | 0.04% | 7,991 | -100 | -1.2% | -$2,562 | 减仓 |
| ADSK | AUTODESK INC | $20.47万 | 0.04% | 855 | -169 | -16.5% | -$4.05万 | 减仓 |
| EXEL | EXELIXIS INC | $20.33万 | 0.04% | 4,741 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $20.26万 | 0.04% | 29,613 | 1,601 | 5.7% | $1.10万 | 加仓 |
| FE | FIRSTENERGY CORP | $20.21万 | 0.04% | 3,990 | 3,990 | — | $20.21万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $20.18万 | 0.04% | 2,080 | 0 | 0.0% | — | 重新持有 |
| MPC | MARATHON PETE CORP | $20.00万 | 0.04% | 819 | 819 | — | $20.00万 | 新建仓 |
| PFFA | ETFIS SER TR I | $19.99万 | 0.04% | 9,819 | 759 | 8.4% | $1.55万 | 重新持有 |
| IYG | ISHARES TR | $18.99万 | 0.03% | 2,293 | 1,691 | 280.9% | $14.00万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $18.97万 | 0.03% | 2,096 | 0 | 0.0% | — | 重新持有 |
| OEF | ISHARES TR | $18.77万 | 0.03% | 590 | 43 | 7.9% | $1.37万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $18.64万 | 0.03% | 3,730 | 2,808 | 304.6% | $14.03万 | 加仓 |
| — | GLOBAL X FDS | $18.55万 | 0.03% | 8,816 | -826 | -8.6% | -$1.74万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $18.44万 | 0.03% | 1,251 | -6 | -0.5% | -$885 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $18.34万 | 0.03% | 1,672 | 1,406 | 528.6% | $15.42万 | 重新持有 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $18.11万 | 0.03% | 24,017 | 909 | 3.9% | $6,854 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $18.10万 | 0.03% | 2,458 | 2,139 | 670.5% | $15.75万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $18.09万 | 0.03% | 2,826 | 910 | 47.5% | $5.83万 | 加仓 |