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
IAGG ISHARES TR $1.51万0.00%301 221276.2% $1.11万 加仓
TMFC RBB FD INC $1.50万0.00%227 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $1.49万0.00%603 535786.8% $1.32万 加仓
XSD SPDR SERIES TRUST $1.43万0.00%44 00.0% — 不变
DSTL ETF SER SOLUTIONS $1.43万0.00%248 248— $1.43万 新建仓
SHLD GLOBAL X FDS $1.42万0.00%200 200— $1.42万 新建仓
— PROSHARES TR $1.41万0.00%221 00.0% — 重新持有
BBRE J P MORGAN EXCHANGE TRADED F $1.40万0.00%146 00.0% — 重新持有
— NEOS ETF TRUST $1.35万0.00%237 161211.8% $9,153 重新持有
AOA ISHARES TR $1.35万0.00%152 00.0% — 不变
BBJP J P MORGAN EXCHANGE TRADED F $1.30万0.00%188 00.0% — 重新持有
XBI SPDR SERIES TRUST $1.29万0.00%101 75288.5% $9,589 重新持有
TMSL T ROWE PRICE ETF INC $1.28万0.00%350 00.0% — 不变
GTIP GOLDMAN SACHS ETF TR $1.25万0.00%254 254— $1.25万 新建仓
JETS ETF SER SOLUTIONS $1.23万0.00%500 500— $1.23万 新建仓
VPL VANGUARD INTL EQUITY INDEX F $1.22万0.00%125 2727.6% $2,639 加仓
RWJ INVESCO EXCH TRADED FD TR II $1.21万0.00%240 00.0% — 不变
IWN ISHARES TR $1.20万0.00%63 35.0% $571 加仓
JNK SPDR SERIES TRUST $1.20万0.00%125 00.0% — 不变
CGW INVESCO EXCH TRADED FD TR II $1.18万0.00%184 00.0% — 不变
CWB SPDR SERIES TRUST $1.14万0.00%125 98363.0% $8,948 加仓
DEM WISDOMTREE TR $1.14万0.00%229 00.0% — 不变
PGF INVESCO EXCHANGE TRADED FD T $1.14万0.00%826 -730-46.9% -$1.00万 重新持有
— PIMCO ETF TR $1.13万0.00%213 31.4% $159 重新持有
VGLT VANGUARD SCOTTSDALE FDS $1.13万0.00%204 00.0% — 重新持有
COMT ISHARES U S ETF TR $1.12万0.00%330 00.0% — 不变
PPA INVESCO EXCHANGE TRADED FD T $1.08万0.00%65 00.0% — 不变
AGZ ISHARES TR $1.08万0.00%98 00.0% — 不变
FPXI FIRST TR EXCHANGE-TRADED FD $1.07万0.00%174 00.0% — 重新持有
EWJ ISHARES INC $1.06万0.00%126 100384.6% $8,444 加仓
— INVESCO EXCHANGE TRADED FD T $1.06万0.00%193 00.0% — 不变
VGIT VANGUARD SCOTTSDALE FDS $1.06万0.00%177 -61-25.6% -$3,638 重新持有
— ETFIS SER TR I $1.04万0.00%226 104.6% $460 重新持有
IYT ISHARES TR $1.03万0.00%138 00.0% — 不变
GPIX GOLDMAN SACHS ETF TR $1.03万0.00%206 206— $1.03万 新建仓
VXF VANGUARD INDEX FDS $1.01万0.00%49 -6-10.9% -$1,235 减仓
IOO ISHARES TR $9,8880.00%82 11.2% $121 重新持有
PSP INVESCO EXCHANGE TRADED FD T $9,7380.00%172 -138-44.5% -$7,813 重新持有
— VANECK ETF TRUST $9,6610.00%82 00.0% — 不变
IEI ISHARES TR $9,6070.00%81 00.0% — 不变
BBMC J P MORGAN EXCHANGE TRADED F $9,3230.00%86 00.0% — 不变
— GLOBAL X FDS $9,2490.00%1,040 00.0% — 不变
IDEF BLACKROCK ETF TRUST $9,1290.00%279 279— $9,129 新建仓
WTAI WISDOMTREE TR $9,0340.00%320 00.0% — 不变
FTGS FIRST TR EXCHANGE-TRADED FD $8,6810.00%255 00.0% — 重新持有
IGM ISHARES TR $8,6690.00%73 00.0% — 不变
GSSC GOLDMAN SACHS ETF TR $8,6480.00%116 116— $8,648 新建仓
SPTL SPDR SERIES TRUST $8,4420.00%321 321— $8,442 新建仓
COPX GLOBAL X FDS $8,3990.00%110 110— $8,399 新建仓
— FIRST TR EXCHNG TRADED FD VI $8,2150.00%250 00.0% — 重新持有
CVIE MORGAN STANLEY ETF TRUST $8,2140.00%113 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $8,1080.00%186 00.0% — 不变
NLR VANECK ETF TRUST $7,9910.00%60 -273-82.0% -$3.64万 重新持有
GRPM INVESCO EXCHANGE TRADED FD T $7,7690.00%66 00.0% — 不变
— MORGAN STANLEY ETF TRUST $7,6180.00%119 00.0% — 不变
VBK VANGUARD INDEX FDS $7,5800.00%25 313.6% $910 加仓
DWX SPDR INDEX SHS FDS $7,3420.00%161 00.0% — 不变
VAW VANGUARD WORLD FD $7,3250.00%33 13.1% $222 加仓
— INVESCO EXCHANGE TRADED FD T $7,1390.00%242 00.0% — 不变
— WISDOMTREE TR $7,0400.00%85 00.0% — 不变
DLS WISDOMTREE TR $7,0110.00%86 00.0% — 不变
PBW INVESCO EXCHANGE TRADED FD T $6,9480.00%220 00.0% — 重新持有
— INVESCO EXCHANGE TRADED FD T $6,7640.00%144 10.7% $47 加仓
BIDD BLACKROCK ETF TRUST $6,7400.00%237 31.3% $85 重新持有
IDU ISHARES TR $6,6120.00%57 00.0% — 不变
ITB ISHARES TR $6,3800.00%70 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $6,3670.00%156 5656.0% $2,286 加仓
IEO ISHARES TR $6,1910.00%50 12.0% $124 加仓
— INVESCO EXCH TRADED FD TR II $6,0490.00%147 00.0% — 重新持有
IYF ISHARES TR $5,8830.00%50 00.0% — 不变
— WISDOMTREE TR $5,8620.00%155 00.0% — 不变
BLCR BLACKROCK ETF TRUST $5,7480.00%140 140— $5,748 新建仓
FTSL FIRST TR EXCHANGE-TRADED FD $5,5990.00%125 00.0% — 不变
IFRA ISHARES TR $5,5480.00%97 -80-45.2% -$4,576 减仓
SCHI SCHWAB STRATEGIC TR $5,5340.00%244 00.0% — 不变
— ISHARES TR $5,4330.00%250 00.0% — 不变
— AMPLIFY ETF TR $5,4090.00%235 00.0% — 不变
HYLS FIRST TR EXCHANGE-TRADED FD $5,3550.00%132 00.0% — 不变
ISTB ISHARES TR $5,2340.00%108 00.0% — 不变
QQA INVESCO ACTIVELY MANAGED EXC $5,0170.00%101 33.1% $149 加仓
— WISDOMTREE TR $4,9390.00%200 200— $4,939 新建仓
VGSH VANGUARD SCOTTSDALE FDS $4,8000.00%82 00.0% — 重新持有
IYK ISHARES TR $4,6390.00%66 00.0% — 不变
IYH ISHARES TR $4,6230.00%75 00.0% — 不变
JMTG J P MORGAN EXCHANGE TRADED F $4,5900.00%90 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $4,5610.00%122 10.8% $37 重新持有
FNDX SCHWAB STRATEGIC TR $4,5120.00%162 00.0% — 不变
IWO ISHARES TR $4,3930.00%14 00.0% — 不变
FFOG FRANKLIN TEMPLETON ETF TR $4,2310.00%103 103— $4,231 新建仓
WCLD WISDOMTREE TR $4,0980.00%150 00.0% — 重新持有
VGK VANGUARD INTL EQUITY INDEX F $3,9570.00%48 00.0% — 不变
— VANECK ETF TRUST $3,9480.00%43 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $3,6920.00%144 00.0% — 不变
— RBB FD INC $3,5600.00%126 00.0% — 重新持有
MOO VANECK ETF TRUST $3,5490.00%42 00.0% — 不变
SPTI SPDR SERIES TRUST $3,2390.00%113 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $3,1130.00%96 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $2,9660.00%102 00.0% — 不变
XES SPDR SERIES TRUST $2,9080.00%25 00.0% — 重新持有
PICK ISHARES INC $2,8300.00%50 00.0% — 不变