FOUNDERS GROVE WEALTH PARTNERS, LLC
RICHMOND VA · SEC CIK 0002046157
$4.40亿2026Q1 申报市值
162持仓数
39.6%前十大占比 · 第一大 8.0%
15 / 5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
VUSB 加仓+$87.79万
BINC 加仓+$67.33万
PSLV 新建仓+$54.83万
VGIT 加仓+$43.34万
VDC 加仓+$42.38万
2026Q1 卖出最多 按季末市值估算
PEY 减仓-$51.92万
SUB 减仓-$35.78万
VGT 减仓-$33.84万
VYM 减仓-$26.10万
BRK/B 减仓-$25.06万
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $3,499.35万 | 7.95% | 546,091 | -2,400 | -0.4% | -$15.38万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,400.04万 | 5.46% | 261,898 | 3,205 | 1.2% | $29.37万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,928.08万 | 4.38% | 44,142 | 431 | 1.0% | $18.83万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,782.81万 | 4.05% | 25,552 | -485 | -1.9% | -$33.84万 | 减仓 |
| LLY | ELI LILLY & CO | $1,597.68万 | 3.63% | 17,370 | -44 | -0.3% | -$4.05万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,427.52万 | 3.24% | 47,767 | 834 | 1.8% | $24.92万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $1,312.09万 | 2.98% | 263,552 | 17,634 | 7.2% | $87.79万 | 加仓 |
| IVW | ISHARES TR | $1,275.00万 | 2.90% | 112,722 | -486 | -0.4% | -$5.50万 | 减仓 |
| AGG | ISHARES TR | $1,190.07万 | 2.71% | 119,882 | 3,191 | 2.7% | $31.68万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,009.86万 | 2.30% | 169,581 | 7,278 | 4.5% | $43.34万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,000.25万 | 2.27% | 192,616 | 12,965 | 7.2% | $67.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $968.82万 | 2.20% | 72,898 | -468 | -0.6% | -$6.22万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $873.63万 | 1.99% | 14,620 | -174 | -1.2% | -$10.40万 | 减仓 |
| AAPL | APPLE INC | $860.40万 | 1.96% | 33,902 | -97 | -0.3% | -$2.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $857.10万 | 1.95% | 43,685 | 186 | 0.4% | $3.65万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $846.46万 | 1.92% | 156,606 | 4,529 | 3.0% | $24.48万 | 加仓 |
| VCR | VANGUARD WORLD FD | $744.31万 | 1.69% | 20,731 | 215 | 1.0% | $7.72万 | 加仓 |
| VIS | VANGUARD WORLD FD | $743.90万 | 1.69% | 23,826 | 91 | 0.4% | $2.84万 | 加仓 |
| VHT | VANGUARD WORLD FD | $738.58万 | 1.68% | 27,121 | 1,412 | 5.5% | $38.45万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $728.87万 | 1.66% | 49,215 | -1,762 | -3.5% | -$26.10万 | 减仓 |
| VFH | VANGUARD WORLD FD | $713.81万 | 1.62% | 59,085 | 2,591 | 4.6% | $31.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $623.11万 | 1.42% | 16,833 | 849 | 5.3% | $31.43万 | 加仓 |
| IJH | ISHARES TR | $596.81万 | 1.36% | 88,377 | -142 | -0.2% | -$9,589 | 减仓 |
| IVE | ISHARES TR | $564.85万 | 1.28% | 26,751 | -60 | -0.2% | -$1.27万 | 减仓 |
| VO | VANGUARD INDEX FDS | $547.57万 | 1.24% | 19,067 | 415 | 2.2% | $11.92万 | 加仓 |
| VOX | VANGUARD WORLD FD | $495.55万 | 1.13% | 27,555 | 347 | 1.3% | $6.24万 | 加仓 |
| SDY | SPDR SERIES TRUST | $463.14万 | 1.05% | 31,735 | -920 | -2.8% | -$13.43万 | 减仓 |
| EFA | ISHARES TR | $451.47万 | 1.03% | 46,481 | -1,468 | -3.1% | -$14.26万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $442.40万 | 1.01% | 25,367 | -303 | -1.2% | -$5.28万 | 减仓 |
| IGSB | ISHARES TR | $422.05万 | 0.96% | 80,299 | 1,698 | 2.2% | $8.92万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $366.01万 | 0.83% | 72,050 | -2,667 | -3.6% | -$13.55万 | 减仓 |
| VDE | VANGUARD WORLD FD | $363.87万 | 0.83% | 21,028 | 326 | 1.6% | $5.64万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $353.42万 | 0.80% | 165,003 | -24,240 | -12.8% | -$51.92万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $345.86万 | 0.79% | 18,768 | 435 | 2.4% | $8.02万 | 加仓 |
| VDC | VANGUARD WORLD FD | $344.72万 | 0.78% | 15,349 | 1,887 | 14.0% | $42.38万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $307.12万 | 0.70% | 11,934 | 401 | 3.5% | $10.32万 | 加仓 |
| VB | VANGUARD INDEX FDS | $303.56万 | 0.69% | 11,590 | -53 | -0.5% | -$1.39万 | 减仓 |
| DON | WISDOMTREE TR | $303.28万 | 0.69% | 57,723 | -1,849 | -3.1% | -$9.71万 | 减仓 |
| IJK | ISHARES TR | $284.15万 | 0.65% | 28,240 | -215 | -0.8% | -$2.16万 | 减仓 |
| — | WISDOMTREE TR | $271.84万 | 0.62% | 23,493 | -1,086 | -4.4% | -$12.57万 | 减仓 |
| GOOGL | ALPHABET INC | $248.39万 | 0.56% | 8,638 | 1,282 | 17.4% | $36.87万 | 加仓 |
| IEMG | ISHARES INC | $244.81万 | 0.56% | 35,098 | -685 | -1.9% | -$4.78万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $216.12万 | 0.49% | 3,323 | -85 | -2.5% | -$5.53万 | 减仓 |
| DES | WISDOMTREE TR | $215.74万 | 0.49% | 60,029 | -2,719 | -4.3% | -$9.77万 | 减仓 |
| TSLA | TESLA INC | $215.13万 | 0.49% | 5,787 | 354 | 6.5% | $13.16万 | 加仓 |
| IJJ | ISHARES TR | $212.46万 | 0.48% | 16,035 | -193 | -1.2% | -$2.56万 | 减仓 |
| IJR | ISHARES TR | $210.08万 | 0.48% | 16,900 | -947 | -5.3% | -$11.77万 | 减仓 |
| SHY | ISHARES TR | $204.85万 | 0.47% | 24,809 | 22 | 0.1% | $1,817 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $202.80万 | 0.46% | 18,609 | -1,849 | -9.0% | -$20.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $199.63万 | 0.45% | 8,167 | -67 | -0.8% | -$1.64万 | 减仓 |
| AMZN | AMAZON COM INC | $188.67万 | 0.43% | 9,059 | 271 | 3.1% | $5.64万 | 加仓 |
| IWM | ISHARES TR | $186.32万 | 0.42% | 7,513 | -186 | -2.4% | -$4.61万 | 减仓 |
| IXG | ISHARES TR | $185.95万 | 0.42% | 16,311 | -4 | -0.0% | -$456 | 减仓 |
| IVV | ISHARES TR | $178.46万 | 0.41% | 2,732 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $169.58万 | 0.39% | 15,923 | -3,360 | -17.4% | -$35.78万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $166.73万 | 0.38% | 33,771 | -696 | -2.0% | -$3.44万 | 减仓 |
| — | EXXON MOBIL CORP | $164.95万 | 0.37% | 9,722 | -327 | -3.3% | -$5.55万 | 减仓 |
| VPU | VANGUARD WORLD FD | $161.52万 | 0.37% | 8,152 | 440 | 5.7% | $8.72万 | 加仓 |
| SMMU | PIMCO ETF TR | $161.29万 | 0.37% | 31,970 | 400 | 1.3% | $2.02万 | 加仓 |
| IEI | ISHARES TR | $157.93万 | 0.36% | 13,316 | 273 | 2.1% | $3.24万 | 加仓 |
| VAW | VANGUARD WORLD FD | $154.22万 | 0.35% | 6,844 | 367 | 5.7% | $8.27万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $152.03万 | 0.35% | 17,140 | 2,415 | 16.4% | $21.42万 | 加仓 |
| GOOG | ALPHABET INC | $151.52万 | 0.34% | 5,282 | 341 | 6.9% | $9.78万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $145.66万 | 0.33% | 28,572 | 2 | 0.0% | $102 | 加仓 |
| VBK | VANGUARD INDEX FDS | $143.63万 | 0.33% | 4,752 | 39 | 0.8% | $1.18万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $142.44万 | 0.32% | 15,060 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $140.67万 | 0.32% | 6,475 | 49 | 0.8% | $1.06万 | 加仓 |
| MPC | MARATHON PETE CORP | $140.21万 | 0.32% | 5,742 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $139.35万 | 0.32% | 8,616 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $133.76万 | 0.30% | 23,553 | -425 | -1.8% | -$2.41万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $124.27万 | 0.28% | 4,330 | -9 | -0.2% | -$2,583 | 减仓 |
| SHV | ISHARES TR | $117.29万 | 0.27% | 10,625 | -185 | -1.7% | -$2.04万 | 减仓 |
| AVGO | BROADCOM INC | $115.35万 | 0.26% | 3,727 | 96 | 2.6% | $2.97万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $112.99万 | 0.26% | 7,822 | 8 | 0.1% | $1,156 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $109.93万 | 0.25% | 7,498 | -809 | -9.7% | -$11.86万 | 减仓 |
| MUB | ISHARES TR | $109.32万 | 0.25% | 10,299 | 246 | 2.4% | $2.61万 | 加仓 |
| IJT | ISHARES TR | $108.10万 | 0.25% | 7,470 | -147 | -1.9% | -$2.13万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $107.96万 | 0.25% | 22,623 | 7,266 | 47.3% | $34.67万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $104.43万 | 0.24% | 3,090 | 319 | 11.5% | $10.78万 | 加仓 |
| V | VISA INC | $101.13万 | 0.23% | 3,346 | 283 | 9.2% | $8.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $99.51万 | 0.23% | 3,383 | 44 | 1.3% | $1.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $96.61万 | 0.22% | 2,016 | -523 | -20.6% | -$25.06万 | 减仓 |
| HD | HOME DEPOT INC | $77.90万 | 0.18% | 2,369 | -84 | -3.4% | -$2.76万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $76.82万 | 0.17% | 6,929 | -668 | -8.8% | -$7.41万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.16% | 1 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $71.72万 | 0.16% | 4,338 | 198 | 4.8% | $3.27万 | 加仓 |
| LQD | ISHARES TR | $66.71万 | 0.15% | 6,121 | -936 | -13.3% | -$10.20万 | 减仓 |
| IJS | ISHARES TR | $65.11万 | 0.15% | 5,497 | -80 | -1.4% | -$9,476 | 减仓 |
| BAC | BANK AMERICA CORP | $61.68万 | 0.14% | 12,652 | -1,948 | -13.3% | -$9.50万 | 减仓 |
| META | META PLATFORMS INC | $60.70万 | 0.14% | 1,061 | 320 | 43.2% | $18.31万 | 加仓 |
| ABBV | ABBVIE INC | $60.44万 | 0.14% | 2,779 | 125 | 4.7% | $2.72万 | 加仓 |
| KO | COCA COLA CO | $60.25万 | 0.14% | 7,922 | -262 | -3.2% | -$1.99万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $57.25万 | 0.13% | 6,983 | -646 | -8.5% | -$5.30万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $54.83万 | 0.12% | 22,480 | 22,480 | — | $54.83万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $53.71万 | 0.12% | 1,075 | 206 | 23.7% | $10.29万 | 加仓 |
| ABT | ABBOTT LABS | $53.36万 | 0.12% | 5,197 | 231 | 4.7% | $2.37万 | 加仓 |
| TPLC | TIMOTHY PLAN | $52.07万 | 0.12% | 11,212 | 7 | 0.1% | $325 | 加仓 |
| MRK | MERCK & CO INC | $51.83万 | 0.12% | 4,309 | 197 | 4.8% | $2.37万 | 加仓 |
| CATH | GLOBAL X FDS | $51.78万 | 0.12% | 6,626 | 4 | 0.1% | $313 | 加仓 |
| CAT | CATERPILLAR INC | $49.95万 | 0.11% | 705 | 65 | 10.2% | $4.60万 | 加仓 |