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 |
|---|---|---|---|---|---|---|---|---|
| — | VIRTUS GLOBAL MULTI-SECTOR I | $18.09万 | 0.03% | 24,511 | 5,985 | 32.3% | $4.42万 | 加仓 |
| MTUM | ISHARES TR | $18.07万 | 0.03% | 753 | 368 | 95.6% | $8.83万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $17.71万 | 0.03% | 2,867 | 26 | 0.9% | $1,606 | 重新持有 |
| — | ULTIMUS MANAGERS TR | $17.08万 | 0.03% | 6,944 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $17.05万 | 0.03% | 1,531 | 660 | 75.8% | $7.35万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $17.02万 | 0.03% | 10,594 | 10,594 | — | $17.02万 | 新建仓 |
| — | EATON VANCE TAX MNGED BUY WR | $16.85万 | 0.03% | 11,683 | 11,683 | — | $16.85万 | 新建仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $16.66万 | 0.03% | 2,919 | 28 | 1.0% | $1,598 | 重新持有 |
| PDP | INVESCO EXCHANGE TRADED FD T | $16.63万 | 0.03% | 1,378 | 564 | 69.3% | $6.81万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $16.60万 | 0.03% | 3,637 | 362 | 11.1% | $1.65万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $16.58万 | 0.03% | 29,087 | 1,279 | 4.6% | $7,290 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $16.18万 | 0.03% | 5,656 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $16.01万 | 0.03% | 18,573 | 3,225 | 21.0% | $2.78万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $15.96万 | 0.03% | 18,426 | 831 | 4.7% | $7,197 | 加仓 |
| SDY | SPDR SERIES TRUST | $15.84万 | 0.03% | 1,085 | 328 | 43.3% | $4.79万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $15.62万 | 0.03% | 19,122 | 765 | 4.2% | $6,250 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $15.57万 | 0.03% | 14,205 | 629 | 4.6% | $6,894 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $15.22万 | 0.03% | 10,298 | 10,298 | — | $15.22万 | 新建仓 |
| — | OXFORD SQUARE CAP CORP | $15.02万 | 0.03% | 84,865 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $14.97万 | 0.03% | 32,405 | 1,481 | 4.8% | $6,842 | 加仓 |
| IEUR | ISHARES TR | $14.70万 | 0.03% | 2,091 | 25 | 1.2% | $1,757 | 重新持有 |
| — | NEOS ETF TRUST | $14.48万 | 0.03% | 2,826 | 146 | 5.4% | $7,482 | 重新持有 |
| — | VANECK ETF TRUST | $14.37万 | 0.03% | 4,995 | -1,231 | -19.8% | -$3.54万 | 减仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $14.36万 | 0.03% | 10,516 | 465 | 4.6% | $6,352 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $14.34万 | 0.03% | 12,758 | 771 | 6.4% | $8,666 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $13.88万 | 0.03% | 1,252 | 1,127 | 901.6% | $12.49万 | 加仓 |
| MUB | ISHARES TR | $13.81万 | 0.02% | 1,301 | 804 | 161.8% | $8.53万 | 加仓 |
| ESML | ISHARES TR | $13.59万 | 0.02% | 2,890 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $13.50万 | 0.02% | 5,444 | 0 | 0.0% | — | 不变 |
| — | ARES DYNAMIC CR ALLOCATION F | $13.40万 | 0.02% | 11,023 | 482 | 4.6% | $5,861 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $13.35万 | 0.02% | 1,220 | 1,114 | 1,050.9% | $12.19万 | 加仓 |
| IDV | ISHARES TR | $13.31万 | 0.02% | 3,127 | 8 | 0.3% | $341 | 加仓 |
| IWM | ISHARES TR | $12.74万 | 0.02% | 514 | 141 | 37.8% | $3.50万 | 加仓 |
| IGF | ISHARES TR | $12.74万 | 0.02% | 1,902 | 1,752 | 1,168.0% | $11.74万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $12.53万 | 0.02% | 1,399 | 1,399 | — | $12.53万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $12.34万 | 0.02% | 5,293 | -182 | -3.3% | -$4,244 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $12.30万 | 0.02% | 5,468 | 3,460 | 172.3% | $7.78万 | 加仓 |
| PFF | ISHARES TR | $12.16万 | 0.02% | 4,010 | 1,951 | 94.8% | $5.91万 | 加仓 |
| — | PACER FDS TR | $12.08万 | 0.02% | 2,640 | 1,070 | 68.2% | $4.89万 | 加仓 |
| EFV | ISHARES TR | $11.98万 | 0.02% | 1,612 | 159 | 10.9% | $1.18万 | 加仓 |
| HEFA | ISHARES TR | $11.87万 | 0.02% | 2,794 | 198 | 7.6% | $8,414 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $11.50万 | 0.02% | 4,500 | 0 | 0.0% | — | 重新持有 |
| ARTY | ISHARES TR | $11.48万 | 0.02% | 2,468 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $11.46万 | 0.02% | 96 | 1 | 1.1% | $1,194 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $11.19万 | 0.02% | 1,427 | 252 | 21.4% | $1.98万 | 加仓 |
| TFLO | ISHARES TR | $11.10万 | 0.02% | 2,193 | 70 | 3.3% | $3,544 | 加仓 |
| VVR | INVESCO SR INCOME TR | $10.97万 | 0.02% | 34,070 | 1,990 | 6.2% | $6,408 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $10.54万 | 0.02% | 1,533 | -94 | -5.8% | -$6,465 | 减仓 |
| DWM | WISDOMTREE TR | $10.50万 | 0.02% | 1,502 | 1,502 | — | $10.50万 | 新建仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $10.47万 | 0.02% | 1,064 | 0 | 0.0% | — | 重新持有 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $10.47万 | 0.02% | 1,804 | 0 | 0.0% | — | 重新持有 |
| AIQ | GLOBAL X FDS | $10.28万 | 0.02% | 2,203 | 2,103 | 2,103.0% | $9.82万 | 重新持有 |
| — | ISHARES TR | $9.91万 | 0.02% | 3,412 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $9.87万 | 0.02% | 1,968 | 1,946 | 8,845.5% | $9.76万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $9.40万 | 0.02% | 2,276 | 2,276 | — | $9.40万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $9.37万 | 0.02% | 3,027 | 18 | 0.6% | $557 | 重新持有 |
| STIP | ISHARES TR | $9.35万 | 0.02% | 904 | 862 | 2,052.4% | $8.92万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $9.25万 | 0.02% | 1,647 | 1,559 | 1,771.6% | $8.76万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $9.24万 | 0.02% | 770 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $9.18万 | 0.02% | 248 | 11 | 4.6% | $4,071 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $9.13万 | 0.02% | 1,621 | 214 | 15.2% | $1.21万 | 重新持有 |
| AOM | ISHARES TR | $9.01万 | 0.02% | 1,903 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $8.89万 | 0.02% | 514 | 370 | 256.9% | $6.40万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $8.83万 | 0.02% | 1,591 | 409 | 34.6% | $2.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $8.77万 | 0.02% | 2,876 | 2,876 | — | $8.77万 | 新建仓 |
| IJK | ISHARES TR | $8.77万 | 0.02% | 872 | 760 | 678.6% | $7.64万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $8.67万 | 0.02% | 11,627 | 744 | 6.8% | $5,550 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $8.64万 | 0.02% | 1,485 | 443 | 42.5% | $2.58万 | 加仓 |
| IYJ | ISHARES TR | $8.59万 | 0.02% | 582 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $8.52万 | 0.02% | 802 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $8.47万 | 0.02% | 471 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $8.42万 | 0.02% | 578 | 518 | 863.3% | $7.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $8.40万 | 0.02% | 1,060 | -19 | -1.8% | -$1,505 | 重新持有 |
| MOAT | VANECK ETF TRUST | $8.05万 | 0.01% | 832 | 0 | 0.0% | — | 重新持有 |
| PFM | INVESCO EXCHANGE TRADED FD T | $8.03万 | 0.01% | 1,571 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $7.97万 | 0.01% | 995 | 510 | 105.2% | $4.08万 | 加仓 |
| EEM | ISHARES TR | $7.70万 | 0.01% | 1,357 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $7.61万 | 0.01% | 805 | 438 | 119.3% | $4.14万 | 重新持有 |
| — | GLOBAL X FDS | $7.50万 | 0.01% | 6,244 | 47 | 0.8% | $565 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $7.49万 | 0.01% | 5,973 | 282 | 5.0% | $3,536 | 加仓 |
| HDV | ISHARES TR | $7.39万 | 0.01% | 544 | 474 | 677.1% | $6.44万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $7.38万 | 0.01% | 674 | 3 | 0.4% | $328 | 加仓 |
| IJJ | ISHARES TR | $7.25万 | 0.01% | 547 | 138 | 33.7% | $1.83万 | 加仓 |
| IBB | ISHARES TR | $7.17万 | 0.01% | 424 | 371 | 700.0% | $6.27万 | 加仓 |
| SPYI | NEOS ETF TRUST | $7.01万 | 0.01% | 1,420 | 964 | 211.4% | $4.76万 | 重新持有 |
| IHI | ISHARES TR | $6.97万 | 0.01% | 1,307 | 523 | 66.7% | $2.79万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $6.85万 | 0.01% | 341 | 0 | 0.0% | — | 重新持有 |
| ICF | ISHARES TR | $6.76万 | 0.01% | 1,092 | 4 | 0.4% | $247 | 加仓 |
| VV | VANGUARD INDEX FDS | $6.71万 | 0.01% | 225 | 80 | 55.2% | $2.39万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $6.68万 | 0.01% | 1,322 | 6 | 0.5% | $303 | 重新持有 |
| VIS | VANGUARD WORLD FD | $6.50万 | 0.01% | 208 | 101 | 94.4% | $3.16万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $6.33万 | 0.01% | 2,433 | 1,067 | 78.1% | $2.78万 | 加仓 |
| HYG | ISHARES TR | $6.28万 | 0.01% | 789 | 5 | 0.6% | $398 | 加仓 |
| ITM | VANECK ETF TRUST | $6.07万 | 0.01% | 1,307 | 19 | 1.5% | $882 | 重新持有 |
| EWU | ISHARES TR | $6.04万 | 0.01% | 1,325 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $5.98万 | 0.01% | 729 | 291 | 66.4% | $2.39万 | 加仓 |
| IGSB | ISHARES TR | $5.94万 | 0.01% | 1,130 | 2 | 0.2% | $105 | 加仓 |
| — | GLOBAL X FDS | $5.90万 | 0.01% | 2,206 | -25 | -1.1% | -$669 | 重新持有 |
| CMF | ISHARES TR | $5.90万 | 0.01% | 1,037 | 15 | 1.5% | $853 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5.86万 | 0.01% | 1,034 | 884 | 589.3% | $5.01万 | 加仓 |