13F 机构持仓

Founders Financial Alliance, LLC

RALEIGH NC · SEC CIK 0001832190

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7.54亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 4.8%
IVV 3.9%
NVDA 3.6%
IUSB 2.0%
MSFT 1.7%
AMZN 1.6%
SPY 1.5%
IVW 1.4%
IVE 1.4%
GOOGL 1.4%

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
MYRG MYR GROUP INC $22.52万0.03%450 450— $22.52万 新建仓
IBB ISHARES TR $22.39万0.03%1,177 753177.6% $14.33万 加仓
VEU VANGUARD INTL EQUITY INDEX F $22.36万0.03%2,670 -108-3.9% -$9,045 减仓
SOLS SOLSTICE ADVANCED MATLS INC $22.33万0.03%2,521 2,521— $22.33万 新建仓
ITW ILLINOIS TOOL WKS INC $22.26万0.03%823 -946-53.5% -$25.59万 减仓
VONG VANGUARD SCOTTSDALE FDS $22.05万0.03%1,725 533.2% $6,774 加仓
LPLA LPL FINL HLDGS INC $22.03万0.03%782 00.0% — 不变
XSSPX NUVEEN S&P 500 DYNAMIC OVERW $21.91万0.03%11,755 1,16111.0% $2.16万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $21.85万0.03%5,981 5,981— $21.85万 新建仓
BTI BRITISH AMERN TOB PLC $21.81万0.03%3,531 -1,470-29.4% -$9.08万 减仓
MPLX MPLX LP $21.79万0.03%3,869 391.0% $2,197 加仓
CTVA CORTEVA INC $21.77万0.03%2,571 2,571— $21.77万 新建仓
SRLN SSGA ACTIVE ETF TR $21.71万0.03%5,388 5,388— $21.71万 新建仓
SPIB SPDR SERIES TRUST $21.71万0.03%6,487 761.2% $2,543 加仓
PLD PROLOGIS INC. $21.49万0.03%1,587 1,587— $21.49万 新建仓
CMI CUMMINS INC $21.49万0.03%301 -808-72.9% -$57.68万 减仓
ISRG INTUITIVE SURGICAL INC $21.43万0.03%539 183.5% $7,158 加仓
LMUB ISHARES TR $21.38万0.03%4,175 4,175— $21.38万 新建仓
LCTU BLACKROCK ETF TRUST $21.25万0.03%2,651 2,651— $21.25万 新建仓
QTEC FIRST TR EXCHANGE-TRADED FD $21.09万0.03%630 630— $21.09万 新建仓
EMHC SPDR SERIES TRUST $21.00万0.03%8,256 8,256— $21.00万 新建仓
CINF CINCINNATI FINL CORP $20.98万0.03%1,133 1,133— $20.98万 新建仓
APP APPLOVIN CORP $20.97万0.03%407 -3-0.7% -$1,546 重新持有
PDP INVESCO EXCHANGE TRADED FD T $20.90万0.03%1,378 00.0% — 不变
SNOW SNOWFLAKE INC $20.89万0.03%821 821— $20.89万 新建仓
MPC MARATHON PETE CORP $20.88万0.03%817 -2-0.2% -$511 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $20.60万0.03%21,527 2,95415.9% $2.83万 加仓
BNDX VANGUARD CHARLOTTE FDS $20.60万0.03%4,253 4,253— $20.60万 新建仓
EMLP FIRST TR EXCHANGE-TRADED FD $20.55万0.03%4,724 -745-13.6% -$3.24万 减仓
REG REGENCY CTRS CORP $20.43万0.03%2,562 2,562— $20.43万 新建仓
KKR KKR & CO INC $20.41万0.03%2,224 40.2% $367 加仓
AVUV AMERICAN CENTY ETF TR $20.35万0.03%1,631 -17,470-91.5% -$217.95万 减仓
PFFA ETFIS SER TR I $20.33万0.03%9,885 660.7% $1,358 加仓
FXD FIRST TR EXCHANGE-TRADED FD $20.31万0.03%2,936 1103.9% $7,609 加仓
— FIRST TR EXCHANGE-TRADED ALP $20.10万0.03%2,879 120.4% $838 加仓
P EVERPURE INC $20.07万0.03%2,547 2,547— $20.07万 新建仓
WELL WELLTOWER INC $20.04万0.03%883 883— $20.04万 新建仓
IYG ISHARES TR $19.83万0.03%2,192 -101-4.4% -$9,135 减仓
BMNR BITMINE IMMERSION TECHS INC $19.03万0.03%14,295 6504.8% $8,652 加仓
XLB SELECT SECTOR SPDR TR $18.96万0.03%3,731 10.0% $51 加仓
JPC NUVEEN PFD & INCOME OPPORTUN $18.96万0.03%24,056 390.2% $307 加仓
IGPT INVESCO EXCHANGE TRADED FD T $18.78万0.02%1,804 00.0% — 不变
— GLOBAL X FDS $18.77万0.02%8,480 -336-3.8% -$7,439 减仓
— VANECK ETF TRUST $18.46万0.02%4,995 00.0% — 不变
— VIRTUS GLOBAL MULTI-SECTOR I $18.35万0.02%24,467 -44-0.2% -$330 减仓
— EATON VANCE TAX MNGED BUY WR $18.22万0.02%11,727 440.4% $684 加仓
XEXGX EATON VANCE TAX-MANAGED GLOB $18.11万0.02%18,458 320.2% $314 加仓
— CION INVT CORP $18.01万0.02%28,913 -700-2.4% -$4,361 减仓
FNK FIRST TR EXCHANGE-TRADED ALP $17.94万0.02%2,927 80.3% $490 加仓
— VOYA GLBL EQTY DIV & PREM OP $17.90万0.02%29,146 590.2% $362 加仓
PID INVESCO EXCHANGE TRADED FD T $17.76万0.02%8,001 -1,822-18.5% -$4.04万 减仓
XBOEX BLACKROCK ENHANCED GLOBAL $17.20万0.02%14,229 240.2% $290 加仓
TLTW ISHARES TR $16.90万0.02%7,564 7,564— $16.90万 新建仓
— NUVEEN CORE EQUITY ALPHA FD $16.88万0.02%10,317 190.2% $311 加仓
AIRR FIRST TR EXCHANGE TRADED FD $16.69万0.02%1,252 00.0% — 不变
SDY SPDR SERIES TRUST $16.53万0.02%1,086 10.1% $152 加仓
VCSH VANGUARD SCOTTSDALE FDS $16.44万0.02%2,080 1,02096.2% $8.06万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $16.43万0.02%1,220 00.0% — 不变
MDST ULTIMUS MANAGERS TR $16.31万0.02%5,656 00.0% — 不变
IEUR ISHARES TR $16.04万0.02%2,134 432.1% $3,232 加仓
— NEOS ETF TRUST $15.93万0.02%2,853 271.0% $1,508 加仓
— EATON VANCE RISK-MANAGED DIV $15.84万0.02%19,153 310.2% $256 加仓
— ULTIMUS MANAGERS TR $15.36万0.02%6,944 00.0% — 不变
SUSC ISHARES TR $15.25万0.02%6,586 6,586— $15.25万 新建仓
BND VANGUARD BD INDEX FDS $14.98万0.02%2,041 -417-17.0% -$3.06万 减仓
— RBB FD INC $14.98万0.02%3,003 3,003— $14.98万 新建仓
— BARINGS GLOBAL SHORT DURATIO $14.86万0.02%10,538 220.2% $310 加仓
DSI ISHARES TR $14.78万0.02%1,038 1,038— $14.78万 新建仓
AIQ GLOBAL X FDS $14.78万0.02%2,252 492.2% $3,215 加仓
SCHV SCHWAB STRATEGIC TR $14.76万0.02%4,241 1,36547.5% $4.75万 加仓
MMT ABERDEEN MULTI-MARKET INCOME $14.28万0.02%32,463 580.2% $255 加仓
— ARES DYNAMIC CR ALLOCATION F $13.95万0.02%11,046 230.2% $291 加仓
DWAS INVESCO EXCH TRADED FD TR II $13.54万0.02%1,064 00.0% — 不变
EAGG ISHARES TR $13.30万0.02%2,806 2,806— $13.30万 新建仓
JEPQ J P MORGAN EXCHANGE TRADED F $13.29万0.02%2,163 57236.0% $3.52万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $13.23万0.02%4,500 00.0% — 不变
IDV ISHARES TR $13.14万0.02%3,172 451.4% $1,865 加仓
JEPI J P MORGAN EXCHANGE TRADED F $13.07万0.02%2,313 1,279123.7% $7.23万 加仓
PFF ISHARES TR $13.05万0.02%4,279 2696.7% $8,203 加仓
MFIC MIDCAP FINANCIAL INVSTMNT CO $12.97万0.02%12,868 1100.9% $1,109 加仓
IGF ISHARES TR $12.94万0.02%1,943 412.2% $2,731 加仓
USFR WISDOMTREE TR $12.47万0.02%2,477 -27,091-91.6% -$136.41万 减仓
— PACER FDS TR $12.43万0.02%2,640 00.0% — 不变
— BANK OF AMER CORP $12.17万0.02%97 11.0% $1,254 加仓
EIPI FIRST TR EXCHNG TRADED FD VI $11.94万0.02%5,468 00.0% — 不变
ICOW PACER FDS TR $11.66万0.02%2,800 2,800— $11.66万 新建仓
— ETFIS SER TR I $11.21万0.01%6,440 6,440— $11.21万 新建仓
— OXFORD SQUARE CAP CORP $11.20万0.01%84,865 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $11.19万0.01%3,035 80.3% $295 加仓
DWM WISDOMTREE TR $11.10万0.01%1,516 140.9% $1,025 加仓
PFXF VANECK ETF TRUST $11.10万0.01%6,220 6,220— $11.10万 新建仓
USXF ISHARES TR $11.06万0.01%1,592 1,592— $11.06万 新建仓
DON WISDOMTREE TR $10.90万0.01%1,928 -52,734-96.5% -$298.05万 减仓
IWV ISHARES TR $10.58万0.01%248 00.0% — 不变
BLV VANGUARD BD INDEX FDS $10.44万0.01%1,514 -19-1.2% -$1,310 减仓
BSV VANGUARD BD INDEX FDS $10.36万0.01%1,330 -97-6.8% -$7,557 减仓
— GOLDMAN SACHS ETF TR $10.29万0.01%1,621 00.0% — 不变
IJK ISHARES TR $10.25万0.01%872 00.0% — 不变
HYD VANECK ETF TRUST $10.25万0.01%1,989 211.1% $1,082 加仓
FXO FIRST TR EXCHANGE-TRADED FD $10.05万0.01%1,609 -38-2.3% -$2,374 减仓