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 |
|---|---|---|---|---|---|---|---|---|
| VST | VISTRA CORP | $36.11万 | 0.05% | 2,276 | -173 | -7.1% | -$2.74万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.59万 | 0.05% | 3,923 | -92 | -2.3% | -$8,347 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $35.58万 | 0.05% | 1,249 | -2 | -0.2% | -$570 | 减仓 |
| URI | UNITED RENTALS INC | $35.46万 | 0.05% | 313 | 3 | 1.0% | $3,399 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.11万 | 0.05% | 1,062 | -89 | -7.7% | -$2.94万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $35.10万 | 0.05% | 14,976 | 9,683 | 182.9% | $22.70万 | 加仓 |
| ADI | ANALOG DEVICES INC | $34.97万 | 0.05% | 880 | 62 | 7.6% | $2.46万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $34.93万 | 0.05% | 9,503 | -835 | -8.1% | -$3.07万 | 减仓 |
| IWR | ISHARES TR | $34.90万 | 0.05% | 3,164 | -38 | -1.2% | -$4,192 | 减仓 |
| VXUS | VANGUARD STAR FDS | $34.86万 | 0.05% | 4,078 | 4,078 | — | $34.86万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $34.73万 | 0.05% | 8,049 | 8,049 | — | $34.73万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $34.59万 | 0.05% | 6,512 | -1,022 | -13.6% | -$5.43万 | 减仓 |
| KLAC | KLA CORP | $34.52万 | 0.05% | 1,144 | 1,144 | — | $34.52万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $34.14万 | 0.05% | 7,530 | -3,003 | -28.5% | -$13.62万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $34.09万 | 0.05% | 1,403 | 45 | 3.3% | $1.09万 | 加仓 |
| IUSV | ISHARES TR | $34.04万 | 0.05% | 3,090 | 30 | 1.0% | $3,305 | 加仓 |
| PAYX | PAYCHEX INC | $34.00万 | 0.05% | 3,457 | 307 | 9.7% | $3.02万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.85万 | 0.04% | 3,604 | -93 | -2.5% | -$8,734 | 减仓 |
| EPS | WISDOMTREE TR | $33.66万 | 0.04% | 4,327 | 27 | 0.6% | $2,101 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.64万 | 0.04% | 4,150 | -1,829 | -30.6% | -$14.83万 | 减仓 |
| RYLD | GLOBAL X FDS | $33.06万 | 0.04% | 20,677 | 1,328 | 6.9% | $2.12万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $32.77万 | 0.04% | 7,547 | -3 | -0.0% | -$130 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $32.47万 | 0.04% | 943 | 9 | 1.0% | $3,099 | 加仓 |
| ETR | ENTERGY CORP NEW | $32.45万 | 0.04% | 2,825 | 7 | 0.2% | $804 | 加仓 |
| AOS | SMITH A O CORP | $32.44万 | 0.04% | 5,173 | -599 | -10.4% | -$3.76万 | 减仓 |
| DVY | ISHARES TR | $32.23万 | 0.04% | 2,062 | -100 | -4.6% | -$1.56万 | 减仓 |
| FNB | F N B CORP | $31.97万 | 0.04% | 16,757 | 41 | 0.2% | $782 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.95万 | 0.04% | 3,636 | 214 | 6.3% | $1.88万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $31.88万 | 0.04% | 10,328 | 69 | 0.7% | $2,130 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $31.82万 | 0.04% | 25,413 | 4,360 | 20.7% | $5.46万 | 加仓 |
| IWM | ISHARES TR | $31.79万 | 0.04% | 1,058 | 544 | 105.8% | $16.35万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $31.61万 | 0.04% | 1,088 | 1 | 0.1% | $291 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $31.35万 | 0.04% | 30,290 | -1,266 | -4.0% | -$1.31万 | 减仓 |
| EBND | SPDR SERIES TRUST | $31.02万 | 0.04% | 14,826 | 14,760 | 22,363.6% | $30.88万 | 加仓 |
| SYK | STRYKER CORPORATION | $30.84万 | 0.04% | 979 | -81 | -7.6% | -$2.55万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $30.84万 | 0.04% | 2,132 | 99 | 4.9% | $1.43万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $30.51万 | 0.04% | 3,691 | 805 | 27.9% | $6.65万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $30.37万 | 0.04% | 1,788 | 1,788 | — | $30.37万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $29.89万 | 0.04% | 5,386 | 29 | 0.5% | $1,610 | 加仓 |
| — | INVESTCORP CR MGMT BDC INC | $29.87万 | 0.04% | 255,329 | -40,465 | -13.7% | -$4.73万 | 减仓 |
| TER | TERADYNE INC | $29.76万 | 0.04% | 615 | 615 | — | $29.76万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $29.59万 | 0.04% | 3,832 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $29.55万 | 0.04% | 4,378 | 5 | 0.1% | $337 | 加仓 |
| GRMN | GARMIN LTD | $29.41万 | 0.04% | 1,238 | 3 | 0.2% | $713 | 加仓 |
| AZN | ASTRAZENECA PLC | $29.20万 | 0.04% | 1,540 | 139 | 9.9% | $2.64万 | 加仓 |
| PULS | PGIM ETF TR | $29.13万 | 0.04% | 5,879 | -188,121 | -97.0% | -$932.14万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $28.96万 | 0.04% | 5,717 | 56 | 1.0% | $2,837 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $28.88万 | 0.04% | 7,485 | 7,485 | — | $28.88万 | 新建仓 |
| ABNB | AIRBNB INC | $28.83万 | 0.04% | 2,015 | -62 | -3.0% | -$8,872 | 减仓 |
| MMM | 3M CO | $28.73万 | 0.04% | 1,774 | -21 | -1.2% | -$3,400 | 减仓 |
| HAS | HASBRO INC | $28.45万 | 0.04% | 3,444 | 2 | 0.1% | $165 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $28.44万 | 0.04% | 4,522 | -19,192 | -80.9% | -$120.70万 | 减仓 |
| QQQI | NEOS ETF TRUST | $28.39万 | 0.04% | 4,999 | -530 | -9.6% | -$3.01万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $28.36万 | 0.04% | 6,700 | -2,400 | -26.4% | -$10.16万 | 减仓 |
| NOBL | PROSHARES TR | $28.35万 | 0.04% | 5,048 | -168 | -3.2% | -$9,435 | 减仓 |
| YUM | YUM BRANDS INC | $28.34万 | 0.04% | 1,773 | -964 | -35.2% | -$15.41万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $28.29万 | 0.04% | 1,149 | -2,151 | -65.2% | -$52.96万 | 减仓 |
| USMV | ISHARES TR | $28.05万 | 0.04% | 2,908 | 269 | 10.2% | $2.59万 | 加仓 |
| GSK | GSK PLC | $27.92万 | 0.04% | 5,327 | 150 | 2.9% | $7,862 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $27.41万 | 0.04% | 2,752 | 3 | 0.1% | $299 | 加仓 |
| DIV | GLOBAL X FDS | $27.41万 | 0.04% | 14,386 | 2,774 | 23.9% | $5.28万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $27.29万 | 0.04% | 2,922 | 13 | 0.4% | $1,214 | 加仓 |
| NVS | NOVARTIS AG | $27.05万 | 0.04% | 1,726 | -800 | -31.7% | -$12.54万 | 减仓 |
| NRG | NRG ENERGY INC | $27.04万 | 0.04% | 1,851 | 56 | 3.1% | $8,180 | 加仓 |
| DGRS | WISDOMTREE TR | $27.01万 | 0.04% | 4,550 | -90,695 | -95.2% | -$538.31万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $26.90万 | 0.04% | 2,112 | 32 | 1.5% | $4,076 | 加仓 |
| ESGU | ISHARES TR | $26.89万 | 0.04% | 1,643 | -426 | -20.6% | -$6.97万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $26.79万 | 0.04% | 2,940 | -64 | -2.1% | -$5,831 | 减仓 |
| IDEV | ISHARES TR | $26.70万 | 0.04% | 3,000 | 34 | 1.1% | $3,026 | 加仓 |
| SPAB | SPDR SERIES TRUST | $26.69万 | 0.04% | 10,458 | 2,467 | 30.9% | $6.30万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $26.68万 | 0.04% | 4,733 | 25 | 0.5% | $1,409 | 加仓 |
| EFA | ISHARES TR | $26.45万 | 0.04% | 2,547 | 9 | 0.4% | $935 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $26.41万 | 0.04% | 3,050 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $26.28万 | 0.03% | 4,351 | 406 | 10.3% | $2.45万 | 加仓 |
| ET | ENERGY TRANSFER L P | $26.03万 | 0.03% | 13,613 | 38 | 0.3% | $727 | 加仓 |
| EXEL | EXELIXIS INC | $25.80万 | 0.03% | 4,741 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $25.76万 | 0.03% | 1,944 | 9 | 0.5% | $1,192 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $25.70万 | 0.03% | 817 | -3 | -0.4% | -$944 | 减仓 |
| APCB | TRUST FOR PROFESSIONAL MANAG | $25.41万 | 0.03% | 8,634 | 8,634 | — | $25.41万 | 新建仓 |
| AGG | ISHARES TR | $25.39万 | 0.03% | 2,565 | -93 | -3.5% | -$9,204 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $25.33万 | 0.03% | 768 | 4 | 0.5% | $1,320 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $24.98万 | 0.03% | 5,616 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $24.98万 | 0.03% | 12,149 | -418 | -3.3% | -$8,594 | 减仓 |
| NTRA | NATERA INC | $24.84万 | 0.03% | 915 | 915 | — | $24.84万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $24.83万 | 0.03% | 11,084 | 11,084 | — | $24.83万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $24.81万 | 0.03% | 13,392 | -20,941 | -61.0% | -$38.80万 | 减仓 |
| — | PENNANTPARK INVT CORP | $24.76万 | 0.03% | 71,351 | 9,362 | 15.1% | $3.25万 | 加仓 |
| ITOT | ISHARES TR | $24.41万 | 0.03% | 1,486 | -764 | -34.0% | -$12.55万 | 减仓 |
| SPGI | S&P GLOBAL INC | $24.30万 | 0.03% | 597 | -301 | -33.5% | -$12.25万 | 减仓 |
| IEF | ISHARES TR | $24.30万 | 0.03% | 2,569 | 2,181 | 562.1% | $20.63万 | 加仓 |
| COHR | COHERENT CORP | $24.26万 | 0.03% | 615 | 615 | — | $24.26万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $24.11万 | 0.03% | 12,735 | 12,735 | — | $24.11万 | 新建仓 |
| GLDM | WORLD GOLD TR | $24.08万 | 0.03% | 3,032 | 3,032 | — | $24.08万 | 新建仓 |
| IWB | ISHARES TR | $24.00万 | 0.03% | 586 | -582 | -49.8% | -$23.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $23.62万 | 0.03% | 3,019 | 396 | 15.1% | $3.10万 | 加仓 |
| DGRO | ISHARES TR | $23.59万 | 0.03% | 3,112 | 3 | 0.1% | $227 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $23.24万 | 0.03% | 2,096 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $22.88万 | 0.03% | 1,503 | 22 | 1.5% | $3,350 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.73万 | 0.03% | 2,612 | 2,612 | — | $22.73万 | 新建仓 |
| SHEL | SHELL PLC | $22.52万 | 0.03% | 2,904 | -312 | -9.7% | -$2.42万 | 减仓 |