13F 机构持仓

Founders Financial Alliance, LLC

RALEIGH NC · SEC CIK 0001832190

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
NVDA 4.3%
MSFT 2.3%
AMZN 1.9%
PULS 1.7%
JPM 1.6%
IVV 1.6%
DGRW 1.5%
GOOGL 1.5%
DUK 1.4%

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
FNDE SCHWAB STRATEGIC TR $5.62万0.01%1,469 1,3741,446.3% $5.26万 加仓
FCG FIRST TR EXCHANGE-TRADED FD $5.55万0.01%1,750 00.0% — 不变
FXH FIRST TR EXCHANGE-TRADED FD $5.54万0.01%505 20.4% $219 重新持有
PAVE GLOBAL X FDS $5.48万0.01%1,079 902509.6% $4.58万 加仓
TIP ISHARES TR $5.41万0.01%490 194.0% $2,096 加仓
BUG GLOBAL X FDS $5.40万0.01%2,150 10.0% $25 重新持有
IYC ISHARES TR $5.37万0.01%554 396250.6% $3.84万 加仓
VNQ VANGUARD INDEX FDS $5.36万0.01%605 18644.4% $1.65万 加仓
SCHO SCHWAB STRATEGIC TR $5.31万0.01%2,186 -260-10.6% -$6,311 减仓
IWMI NEOS ETF TRUST $5.30万0.01%1,117 915453.0% $4.34万 重新持有
ICVT ISHARES TR $5.25万0.01%516 10.2% $102 加仓
GSIE GOLDMAN SACHS ETF TR $5.23万0.01%1,213 1,213— $5.23万 新建仓
FLOT ISHARES TR $5.06万0.01%993 10.1% $51 加仓
VMBS VANGUARD SCOTTSDALE FDS $4.97万0.01%1,058 -340-24.3% -$1.60万 重新持有
BOTZ GLOBAL X FDS $4.82万0.01%1,452 1,4123,530.0% $4.69万 加仓
— GLOBAL X FDS $4.68万0.01%2,206 401.8% $848 加仓
— FIRST TR EXCHANGE-TRADED FD $4.60万0.01%723 81.1% $510 重新持有
BIV VANGUARD BD INDEX FDS $4.60万0.01%596 366.4% $2,779 加仓
WTPI WISDOMTREE TR $4.57万0.01%1,433 00.0% — 不变
— VANECK ETF TRUST $4.47万0.01%1,865 1156.6% $2,755 加仓
SHY ISHARES TR $4.43万0.01%537 377.4% $3,055 重新持有
IJT ISHARES TR $4.40万0.01%304 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $4.35万0.01%1,248 00.0% — 不变
OIH VANECK ETF TRUST $4.28万0.01%106 -17-13.8% -$6,872 减仓
TLT ISHARES TR $4.22万0.01%487 21780.4% $1.88万 加仓
TFI SPDR SERIES TRUST $4.21万0.01%929 161.8% $725 重新持有
AFMC FIRST TR EXCHNG TRADED FD VI $4.19万0.01%1,181 -2-0.2% -$71 重新持有
SLYG SPDR SERIES TRUST $4.15万0.01%430 430— $4.15万 新建仓
IFV FIRST TR EXCHANGE TRADED FD $4.11万0.01%1,626 55151.3% $1.39万 加仓
IWP ISHARES TR $3.94万0.01%308 10.3% $128 重新持有
IAI ISHARES TR $3.86万0.01%235 00.0% — 不变
REMX VANECK ETF TRUST $3.86万0.01%439 4051,191.2% $3.56万 加仓
TLH ISHARES TR $3.85万0.01%382 217131.5% $2.19万 加仓
SMLF ISHARES TR $3.80万0.01%503 10.2% $76 加仓
MDIV FIRST TR EXCHANGE TRADED FD $3.79万0.01%2,345 331.4% $534 加仓
— INVESCO EXCH TRADED FD TR II $3.78万0.01%1,200 00.0% — 重新持有
IEF ISHARES TR $3.70万0.01%388 00.0% — 重新持有
SPLV INVESCO EXCH TRADED FD TR II $3.59万0.01%491 51.0% $366 重新持有
VDC VANGUARD WORLD FD $3.58万0.01%159 -50-23.9% -$1.13万 减仓
IXG ISHARES TR $3.42万0.01%300 00.0% — 不变
IGLB ISHARES TR $3.36万0.01%678 -54-7.4% -$2,678 减仓
DGS WISDOMTREE TR $3.34万0.01%555 00.0% — 不变
SPHB INVESCO EXCH TRADED FD TR II $3.33万0.01%287 -45-13.6% -$5,218 重新持有
VTWO VANGUARD SCOTTSDALE FDS $3.31万0.01%330 330— $3.31万 新建仓
KRE SPDR SERIES TRUST $3.26万0.01%500 300150.0% $1.95万 加仓
IGIB ISHARES TR $3.25万0.01%611 481370.0% $2.56万 加仓
IYE ISHARES TR $3.24万0.01%500 00.0% — 不变
ESGE ISHARES INC $3.22万0.01%709 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $3.22万0.01%566 00.0% — 重新持有
PCY INVESCO EXCH TRADED FD TR II $3.21万0.01%1,536 100.7% $209 加仓
PBP INVESCO EXCHANGE TRADED FD T $3.19万0.01%1,451 -684-32.0% -$1.50万 重新持有
IEZ ISHARES TR $3.17万0.01%1,096 20.2% $58 加仓
PSCT INVESCO EXCH TRADED FD TR II $2.90万0.01%483 00.0% — 重新持有
EFAV ISHARES TR $2.84万0.01%311 82.6% $731 重新持有
GIGB GOLDMAN SACHS ETF TR $2.83万0.01%618 618— $2.83万 新建仓
IXN ISHARES TR $2.82万0.01%282 00.0% — 不变
HEDJ WISDOMTREE TR $2.79万0.01%533 00.0% — 不变
IXUS ISHARES TR $2.76万0.00%318 -2-0.6% -$173 减仓
FELV FIDELITY COVINGTON TRUST $2.56万0.00%732 00.0% — 重新持有
BLCV BLACKROCK ETF TRUST $2.53万0.00%700 700— $2.53万 新建仓
PGX INVESCO EXCH TRADED FD TR II $2.47万0.00%2,273 281.2% $305 加仓
USHY ISHARES TR $2.45万0.00%666 6311,802.9% $2.32万 加仓
— GLOBAL X FDS $2.42万0.00%1,242 00.0% — 重新持有
IAT ISHARES TR $2.42万0.00%449 -93-17.2% -$5,006 减仓
XHB SPDR SERIES TRUST $2.41万0.00%244 -2-0.8% -$198 重新持有
RPG INVESCO EXCHANGE TRADED FD T $2.40万0.00%514 396335.6% $1.85万 加仓
JPIN J P MORGAN EXCHANGE TRADED F $2.39万0.00%335 00.0% — 重新持有
SCHP SCHWAB STRATEGIC TR $2.36万0.00%886 689349.7% $1.83万 加仓
IJS ISHARES TR $2.36万0.00%199 2413.7% $2,843 重新持有
SMMV ISHARES TR $2.34万0.00%537 5311.0% $2,312 重新持有
— INVESCO EXCHANGE TRADED FD T $2.32万0.00%400 00.0% — 不变
FENY FIDELITY COVINGTON TRUST $2.28万0.00%670 00.0% — 不变
COWZ PACER FDS TR $2.21万0.00%354 00.0% — 不变
THRO BLACKROCK ETF TRUST $2.10万0.00%579 389204.7% $1.41万 加仓
SHYG ISHARES TR $2.05万0.00%484 10527.7% $4,439 加仓
IAK ISHARES TR $2.01万0.00%157 42.6% $512 重新持有
VTHR VANGUARD SCOTTSDALE FDS $1.97万0.00%69 51283.3% $1.46万 重新持有
EMB ISHARES TR $1.96万0.00%209 -50-19.3% -$4,697 减仓
BAI BLACKROCK ETF TRUST $1.96万0.00%595 495495.0% $1.63万 加仓
— GLOBAL X FDS $1.94万0.00%443 -88-16.6% -$3,850 重新持有
— GLOBAL X FDS $1.92万0.00%906 00.0% — 不变
FALN ISHARES TR $1.82万0.00%680 00.0% — 不变
FLQL FRANKLIN TEMPLETON ETF TR $1.81万0.00%267 267— $1.81万 新建仓
DOL WISDOMTREE TR $1.80万0.00%265 00.0% — 不变
GGUS GOLDMAN SACHS ETF TR $1.79万0.00%309 309— $1.79万 新建仓
— WISDOMTREE TR $1.76万0.00%152 00.0% — 重新持有
— NEOS ETF TRUST $1.73万0.00%366 248210.2% $1.17万 重新持有
GEM GOLDMAN SACHS ETF TR $1.68万0.00%389 389— $1.68万 新建仓
VLUE ISHARES TR $1.64万0.00%115 00.0% — 不变
FXL FIRST TR EXCHANGE-TRADED FD $1.60万0.00%101 00.0% — 不变
EMXC ISHARES INC $1.59万0.00%202 4327.0% $3,382 加仓
PZA INVESCO EXCH TRADED FD TR II $1.59万0.00%690 121.8% $276 重新持有
SUSA ISHARES TR $1.59万0.00%120 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $1.57万0.00%317 00.0% — 不变
RWR SPDR SERIES TRUST $1.56万0.00%155 00.0% — 不变
RPV INVESCO EXCHANGE TRADED FD T $1.56万0.00%145 10.7% $107 重新持有
HEZU ISHARES TR $1.55万0.00%354 00.0% — 重新持有
XMMO INVESCO EXCHANGE TRADED FD T $1.53万0.00%106 00.0% — 不变
IQLT ISHARES TR $1.53万0.00%331 00.0% — 不变
VNQI VANGUARD INTL EQUITY INDEX F $1.53万0.00%344 193127.8% $8,579 加仓