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 |
|---|---|---|---|---|---|---|---|---|
| ESGE | ISHARES INC | $9.94万 | 0.01% | 1,817 | 1,108 | 156.3% | $6.06万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $9.83万 | 0.01% | 11,657 | 30 | 0.3% | $253 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $9.63万 | 0.01% | 1,600 | 1,600 | — | $9.63万 | 新建仓 |
| IYJ | ISHARES TR | $9.62万 | 0.01% | 578 | -4 | -0.7% | -$666 | 减仓 |
| IWS | ISHARES TR | $9.53万 | 0.01% | 579 | 1 | 0.2% | $165 | 加仓 |
| AOM | ISHARES TR | $9.49万 | 0.01% | 1,903 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $9.36万 | 0.01% | 1,055 | 1,055 | — | $9.36万 | 新建仓 |
| EEM | ISHARES TR | $9.33万 | 0.01% | 1,363 | 6 | 0.4% | $411 | 加仓 |
| IGV | ISHARES TR | $9.02万 | 0.01% | 995 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $9.00万 | 0.01% | 1,925 | -4,000 | -67.5% | -$18.71万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $8.99万 | 0.01% | 824 | 19 | 2.4% | $2,073 | 加仓 |
| STIP | ISHARES TR | $8.99万 | 0.01% | 880 | -24 | -2.7% | -$2,452 | 减仓 |
| SPYI | NEOS ETF TRUST | $8.74万 | 0.01% | 1,646 | 226 | 15.9% | $1.20万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $8.71万 | 0.01% | 1,571 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $8.66万 | 0.01% | 471 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $8.65万 | 0.01% | 832 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $8.57万 | 0.01% | 810 | 8 | 1.0% | $847 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $8.45万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $8.21万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| PATN | PACER FDS TR | $8.18万 | 0.01% | 2,200 | 2,200 | — | $8.18万 | 新建仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $8.15万 | 0.01% | 2,440 | 7 | 0.3% | $234 | 加仓 |
| HEFA | ISHARES TR | $7.99万 | 0.01% | 1,702 | -1,092 | -39.1% | -$5.12万 | 减仓 |
| — | GLOBAL X FDS | $7.81万 | 0.01% | 6,285 | 41 | 0.7% | $509 | 加仓 |
| VDE | VANGUARD WORLD FD | $7.74万 | 0.01% | 515 | 1 | 0.2% | $150 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $7.56万 | 0.01% | 1,323 | 1 | 0.1% | $57 | 加仓 |
| VIS | VANGUARD WORLD FD | $7.51万 | 0.01% | 209 | 1 | 0.5% | $360 | 加仓 |
| — | GREAT ELM CAP CORP | $7.50万 | 0.01% | 13,770 | 13,770 | — | $7.50万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $7.46万 | 0.01% | 217 | -8 | -3.6% | -$2,752 | 减仓 |
| ICF | ISHARES TR | $7.42万 | 0.01% | 1,098 | 6 | 0.5% | $406 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $7.42万 | 0.01% | 5,973 | 0 | 0.0% | — | 不变 |
| PAAA | PGIM ETF TR | $7.29万 | 0.01% | 1,421 | -4,368 | -75.5% | -$22.39万 | 减仓 |
| IWMI | NEOS ETF TRUST | $7.21万 | 0.01% | 1,346 | 229 | 20.5% | $1.23万 | 加仓 |
| — | SSGA ACTIVE TR | $7.10万 | 0.01% | 1,663 | 1,663 | — | $7.10万 | 新建仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $6.64万 | 0.01% | 678 | 4 | 0.6% | $392 | 加仓 |
| SPGI | S&P GLOBAL INC | $6.63万 | 0.01% | 163 | 163 | — | $6.63万 | 新建仓 |
| IHF | ISHARES TR | $6.54万 | 0.01% | 1,182 | 1,182 | — | $6.54万 | 新建仓 |
| EVUS | ISHARES TR | $6.52万 | 0.01% | 1,858 | 1,858 | — | $6.52万 | 新建仓 |
| HDV | ISHARES TR | $6.52万 | 0.01% | 2,377 | -343 | -12.6% | -$9,401 | 减仓 |
| ITM | VANECK ETF TRUST | $6.19万 | 0.01% | 1,317 | 10 | 0.8% | $470 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $6.18万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.06万 | 0.01% | 730 | 1 | 0.1% | $83 | 加仓 |
| CMF | ISHARES TR | $6.02万 | 0.01% | 1,044 | 7 | 0.7% | $404 | 加仓 |
| PAVE | GLOBAL X FDS | $5.97万 | 0.01% | 1,014 | -65 | -6.0% | -$3,830 | 减仓 |
| BOTZ | GLOBAL X FDS | $5.95万 | 0.01% | 1,570 | 118 | 8.1% | $4,476 | 加仓 |
| HYG | ISHARES TR | $5.90万 | 0.01% | 738 | -51 | -6.5% | -$4,079 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $5.84万 | 0.01% | 605 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $5.83万 | 0.01% | 1,469 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $5.72万 | 0.01% | 1,158 | -149 | -11.4% | -$7,362 | 减仓 |
| DMXF | ISHARES TR | $5.72万 | 0.01% | 676 | 676 | — | $5.72万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $5.47万 | 0.01% | 1,248 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $5.43万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $5.35万 | 0.01% | 449 | 19 | 4.4% | $2,263 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $5.34万 | 0.01% | 440 | 110 | 33.3% | $1.34万 | 加仓 |
| IJJ | ISHARES TR | $5.14万 | 0.01% | 348 | -199 | -36.4% | -$2.94万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $5.07万 | 0.01% | 1,000 | 1,000 | — | $5.07万 | 新建仓 |
| ICSH | ISHARES TR | $5.06万 | 0.01% | 1,000 | 1,000 | — | $5.06万 | 新建仓 |
| TIP | ISHARES TR | $5.02万 | 0.01% | 459 | -31 | -6.3% | -$3,389 | 减仓 |
| — | GLOBAL X FDS | $4.99万 | 0.01% | 1,806 | -400 | -18.1% | -$1.10万 | 减仓 |
| IYC | ISHARES TR | $4.94万 | 0.01% | 489 | -65 | -11.7% | -$6,572 | 减仓 |
| — | PGIM ETF TR | $4.87万 | 0.01% | 495 | 495 | — | $4.87万 | 新建仓 |
| — | GLOBAL X FDS | $4.85万 | 0.01% | 2,138 | -68 | -3.1% | -$1,542 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $4.84万 | 0.01% | 1,181 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $4.81万 | 0.01% | 1,028 | -30 | -2.8% | -$1,404 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $4.66万 | 0.01% | 1,750 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $4.55万 | 0.01% | 726 | 3 | 0.4% | $188 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $4.53万 | 0.01% | 1,955 | 1,955 | — | $4.53万 | 新建仓 |
| IWP | ISHARES TR | $4.51万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $4.50万 | 0.01% | 1,865 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $4.50万 | 0.01% | 504 | 1 | 0.2% | $89 | 加仓 |
| DHS | WISDOMTREE TR | $4.49万 | 0.01% | 395 | 395 | — | $4.49万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $4.47万 | 0.01% | 287 | 0 | 0.0% | — | 不变 |
| PSCT | INVESCO EXCH TRADED FD TR II | $4.46万 | 0.01% | 483 | 0 | 0.0% | — | 不变 |
| IFV | FIRST TR EXCHANGE TRADED FD | $4.38万 | 0.01% | 1,626 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $4.29万 | 0.01% | 937 | 8 | 0.9% | $366 | 加仓 |
| TLT | ISHARES TR | $4.25万 | 0.01% | 491 | 4 | 0.8% | $346 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.23万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $4.20万 | 0.01% | 417 | 417 | — | $4.20万 | 新建仓 |
| REMX | VANECK ETF TRUST | $4.16万 | 0.01% | 470 | 31 | 7.1% | $2,744 | 加仓 |
| SHY | ISHARES TR | $4.11万 | 0.01% | 500 | -37 | -6.9% | -$3,038 | 减仓 |
| IXN | ISHARES TR | $4.07万 | 0.01% | 282 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $4.04万 | 0.01% | 1,233 | -200 | -14.0% | -$6,558 | 减仓 |
| OIH | VANECK ETF TRUST | $3.94万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $3.94万 | 0.01% | 2,386 | 41 | 1.7% | $677 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $3.87万 | 0.01% | 504 | 504 | — | $3.87万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $3.83万 | 0.01% | 416 | 416 | — | $3.83万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $3.79万 | 0.01% | 679 | -3,949 | -85.3% | -$22.03万 | 减仓 |
| KRE | SPDR SERIES TRUST | $3.74万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IXG | ISHARES TR | $3.74万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $3.70万 | 0.00% | 494 | 3 | 0.6% | $225 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $3.69万 | 0.00% | 481 | -115 | -19.3% | -$8,821 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.68万 | 0.00% | 566 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $3.65万 | 0.00% | 717 | 400 | 126.2% | $2.03万 | 加仓 |
| VDC | VANGUARD WORLD FD | $3.60万 | 0.00% | 160 | 1 | 0.6% | $225 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $3.54万 | 0.00% | 1,337 | 451 | 50.9% | $1.20万 | 加仓 |
| IGLB | ISHARES TR | $3.43万 | 0.00% | 686 | 8 | 1.2% | $400 | 加仓 |
| PBP | INVESCO EXCHANGE TRADED FD T | $3.32万 | 0.00% | 1,451 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $3.28万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $3.25万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $3.14万 | 0.00% | 305 | -2,445 | -88.9% | -$25.14万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $3.12万 | 0.00% | 1,439 | -97 | -6.3% | -$2,101 | 减仓 |