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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $3,263.81万 | 5.88% | 128,602 | -3,442 | -2.6% | -$87.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,392.38万 | 4.31% | 137,178 | 10 | 0.0% | $1,744 | 加仓 |
| MSFT | MICROSOFT CORP | $1,268.80万 | 2.29% | 34,276 | 136 | 0.4% | $5.03万 | 加仓 |
| AMZN | AMAZON COM INC | $1,029.87万 | 1.86% | 49,449 | -543 | -1.1% | -$11.31万 | 减仓 |
| PULS | PGIM ETF TR | $960.31万 | 1.73% | 194,000 | 8,868 | 4.8% | $43.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $907.84万 | 1.64% | 30,863 | 9 | 0.0% | $2,647 | 加仓 |
| IVV | ISHARES TR | $875.95万 | 1.58% | 13,410 | -334 | -2.4% | -$21.82万 | 减仓 |
| DGRW | WISDOMTREE TR | $846.46万 | 1.53% | 96,363 | 3,269 | 3.5% | $28.71万 | 加仓 |
| GOOGL | ALPHABET INC | $823.17万 | 1.48% | 28,626 | -50 | -0.2% | -$1.44万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $787.14万 | 1.42% | 60,115 | 1,864 | 3.2% | $24.41万 | 加仓 |
| AVGO | BROADCOM INC | $728.76万 | 1.31% | 23,546 | -327 | -1.4% | -$10.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $701.87万 | 1.26% | 10,792 | 310 | 3.0% | $20.16万 | 加仓 |
| FBNC | FIRST BANCORP N C | $679.09万 | 1.22% | 120,512 | -33 | -0.0% | -$1,860 | 减仓 |
| BIL | SPDR SERIES TRUST | $673.46万 | 1.21% | 73,490 | 2,278 | 3.2% | $20.88万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $642.25万 | 1.16% | 178,900 | 13,139 | 7.9% | $47.17万 | 加仓 |
| — | EXXON MOBIL CORP | $634.25万 | 1.14% | 37,384 | 12 | 0.0% | $2,036 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $606.08万 | 1.09% | 170,293 | 9,887 | 6.2% | $35.19万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $570.00万 | 1.03% | 67,440 | 3,042 | 4.7% | $25.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $550.93万 | 0.99% | 137,081 | 8,991 | 7.0% | $36.13万 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $550.40万 | 0.99% | 114,237 | -11,777 | -9.3% | -$56.74万 | 减仓 |
| QQQ | INVESCO QQQ TR | $543.69万 | 0.98% | 9,420 | 316 | 3.5% | $18.24万 | 加仓 |
| TBIL | RBB FD INC | $506.77万 | 0.91% | 101,638 | 2,572 | 2.6% | $12.82万 | 加仓 |
| DGRS | WISDOMTREE TR | $504.40万 | 0.91% | 95,245 | 2,383 | 2.6% | $12.62万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $497.81万 | 0.90% | 84,061 | 5,306 | 6.7% | $31.42万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $490.48万 | 0.88% | 53,117 | 47,883 | 914.8% | $442.15万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $480.77万 | 0.87% | 10,380 | 152 | 1.5% | $7.04万 | 加仓 |
| MO | ALTRIA GROUP INC | $478.10万 | 0.86% | 72,451 | 1,257 | 1.8% | $8.29万 | 加仓 |
| CVX | CHEVRON CORPORATION | $457.86万 | 0.83% | 22,129 | 613 | 2.8% | $12.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $457.44万 | 0.82% | 18,714 | -3 | -0.0% | -$733 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $407.66万 | 0.73% | 8,507 | 199 | 2.4% | $9.54万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $400.15万 | 0.72% | 105,302 | 3,196 | 3.1% | $12.14万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $398.20万 | 0.72% | 78,680 | -42,172 | -34.9% | -$213.43万 | 减仓 |
| ABBV | ABBVIE INC | $394.36万 | 0.71% | 18,132 | -303 | -1.6% | -$6.59万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $371.22万 | 0.67% | 103,231 | 3,138 | 3.1% | $11.28万 | 加仓 |
| IWF | ISHARES TR | $365.84万 | 0.66% | 8,579 | -65 | -0.8% | -$2.77万 | 减仓 |
| WMT | WALMART INC | $345.92万 | 0.62% | 27,834 | -206 | -0.7% | -$2.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $342.01万 | 0.62% | 23,094 | -90 | -0.4% | -$1.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $335.48万 | 0.60% | 20,291 | -939 | -4.4% | -$15.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $298.19万 | 0.54% | 4,991 | 304 | 6.5% | $18.16万 | 加仓 |
| LOW | LOWES COS INC | $297.52万 | 0.54% | 12,592 | 57 | 0.5% | $1.35万 | 加仓 |
| DON | WISDOMTREE TR | $287.19万 | 0.52% | 54,662 | 415 | 0.8% | $2.18万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $284.07万 | 0.51% | 63,338 | 16,176 | 34.3% | $72.55万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $271.63万 | 0.49% | 34,357 | 854 | 2.5% | $6.75万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $270.71万 | 0.49% | 47,845 | 4,396 | 10.1% | $24.87万 | 加仓 |
| MCD | MCDONALDS CORP | $263.51万 | 0.47% | 8,479 | 167 | 2.0% | $5.19万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $261.11万 | 0.47% | 64,409 | 7,060 | 12.3% | $28.62万 | 加仓 |
| IWD | ISHARES TR | $245.39万 | 0.44% | 11,484 | 490 | 4.5% | $10.47万 | 加仓 |
| ETN | EATON CORP PLC | $242.31万 | 0.44% | 6,775 | 170 | 2.6% | $6.08万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $241.75万 | 0.44% | 1,283 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $240.19万 | 0.43% | 7,107 | 202 | 2.9% | $6.83万 | 加仓 |
| GOOG | ALPHABET INC | $239.88万 | 0.43% | 8,363 | 5 | 0.1% | $1,434 | 加仓 |
| CAT | CATERPILLAR INC | $237.65万 | 0.43% | 3,354 | 227 | 7.3% | $16.08万 | 加仓 |
| — | HONEYWELL INTL INC | $237.57万 | 0.43% | 10,510 | 181 | 1.8% | $4.09万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.03万 | 0.42% | 11,455 | 1,887 | 19.7% | $38.39万 | 加仓 |
| META | META PLATFORMS INC | $232.96万 | 0.42% | 4,072 | -271 | -6.2% | -$15.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $226.14万 | 0.41% | 2,674 | -60 | -2.2% | -$5.07万 | 减仓 |
| T | AT&T INC | $224.03万 | 0.40% | 77,277 | -965 | -1.2% | -$2.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $213.04万 | 0.38% | 9,906 | -67 | -0.7% | -$1.44万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $211.71万 | 0.38% | 8,735 | -11 | -0.1% | -$2,666 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $211.01万 | 0.38% | 19,101 | 2,811 | 17.3% | $31.05万 | 加仓 |
| RTX | RTX CORPORATION | $205.86万 | 0.37% | 10,672 | -350 | -3.2% | -$6.75万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $200.92万 | 0.36% | 65,489 | -254 | -0.4% | -$7,793 | 减仓 |
| CLMT | CALUMET INC | $200.52万 | 0.36% | 55,855 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $200.11万 | 0.36% | 64,949 | 53,449 | 464.8% | $164.68万 | 加仓 |
| XBIL | RBB FD INC | $199.32万 | 0.36% | 39,840 | -403 | -1.0% | -$2.02万 | 减仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $192.13万 | 0.35% | 15,168 | -380 | -2.4% | -$4.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $191.29万 | 0.34% | 4,379 | -148 | -3.3% | -$6.47万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $190.18万 | 0.34% | 38,522 | -208 | -0.5% | -$1.03万 | 减仓 |
| MRK | MERCK & CO INC | $189.48万 | 0.34% | 15,752 | -117 | -0.7% | -$1.41万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $189.10万 | 0.34% | 20,360 | 1,393 | 7.3% | $12.94万 | 加仓 |
| HD | HOME DEPOT INC | $183.63万 | 0.33% | 5,583 | -55 | -1.0% | -$1.81万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $178.13万 | 0.32% | 1,788 | 103 | 6.1% | $10.26万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $176.65万 | 0.32% | 5,506 | 271 | 5.2% | $8.69万 | 加仓 |
| SMH | VANECK ETF TRUST | $176.48万 | 0.32% | 4,603 | 71 | 1.6% | $2.72万 | 加仓 |
| DLN | WISDOMTREE TR | $171.92万 | 0.31% | 19,245 | -802 | -4.0% | -$7.16万 | 减仓 |
| TSLA | TESLA INC | $171.34万 | 0.31% | 4,609 | 292 | 6.8% | $10.86万 | 加仓 |
| RY | ROYAL BK CDA | $167.56万 | 0.30% | 10,357 | 515 | 5.2% | $8.33万 | 加仓 |
| NFLX | NETFLIX INC. | $166.73万 | 0.30% | 17,341 | 2,953 | 20.5% | $28.39万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $166.00万 | 0.30% | 12,491 | 293 | 2.4% | $3.89万 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $164.79万 | 0.30% | 73,730 | 37,380 | 102.8% | $83.54万 | 加仓 |
| GCOW | PACER FDS TR | $163.62万 | 0.29% | 35,384 | -1,191 | -3.3% | -$5.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $163.07万 | 0.29% | 4,177 | -78 | -1.8% | -$3.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $161.89万 | 0.29% | 11,208 | -481 | -4.1% | -$6.95万 | 减仓 |
| LLY | ELI LILLY & CO | $161.06万 | 0.29% | 1,751 | -8 | -0.5% | -$7,359 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $160.86万 | 0.29% | 4,918 | 527 | 12.0% | $17.24万 | 加仓 |
| PEP | PEPSICO INC | $158.54万 | 0.29% | 10,210 | -44 | -0.4% | -$6,832 | 减仓 |
| SLV | ISHARES SILVER TR | $157.12万 | 0.28% | 23,058 | 2,813 | 13.9% | $19.17万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $155.28万 | 0.28% | 11,846 | 312 | 2.7% | $4.09万 | 加仓 |
| CSCO | CISCO SYS INC | $153.76万 | 0.28% | 19,817 | 41 | 0.2% | $3,181 | 加仓 |
| BAC | BANK AMERICA CORP | $151.12万 | 0.27% | 31,000 | -302 | -1.0% | -$1.47万 | 减仓 |
| PGR | PROGRESSIVE CORP | $149.16万 | 0.27% | 7,524 | -20 | -0.3% | -$3,965 | 减仓 |
| USFR | WISDOMTREE TR | $148.85万 | 0.27% | 29,568 | -4,382 | -12.9% | -$22.06万 | 减仓 |
| QDPL | PACER FDS TR | $148.32万 | 0.27% | 36,952 | -2,712 | -6.8% | -$10.89万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $147.81万 | 0.27% | 57,314 | 70 | 0.1% | $1,805 | 加仓 |
| KO | COCA COLA CO | $143.58万 | 0.26% | 18,880 | -200 | -1.0% | -$1.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $143.03万 | 0.26% | 7,290 | 15 | 0.2% | $2,943 | 加仓 |
| AGNC | AGNC INVT CORP | $140.97万 | 0.25% | 140,552 | -30,965 | -18.1% | -$31.06万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $139.39万 | 0.25% | 23,714 | 2,522 | 11.9% | $14.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $138.85万 | 0.25% | 21,669 | -2,298 | -9.6% | -$14.73万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $134.70万 | 0.24% | 8,328 | -565 | -6.4% | -$9.14万 | 减仓 |