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FOUNDERS FINANCIAL SECURITIES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

FOUNDERS FINANCIAL SECURITIES LLC

报告期 2026-03-31 · CIK 0001342396

持仓数

530

前50大市值合计

$1.05B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYG SPDR SERIES TRUST

STATE STREET SPD

$109.2M

1,050,219

10.4%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$84.4M

1,450,889

8.0%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$50.5M

226,499

4.8%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$50.1M

1,396,774

4.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$44.9M

664,634

4.3%

VO VANGUARD INDEX FDS

MID CAP ETF

$42.7M

143,176

4.1%

IJR ISHARES TR

CORE S&P SCP ETF

$38.7M

295,641

3.7%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$32.6M

229,408

3.1%

NVDA NVIDIA CORPORATION

COM

$32.4M

176,415

3.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$29.6M

644,365

2.8%

AGG ISHARES TR

CORE US AGGBD ET

$28.8M

289,486

2.7%

IDEV ISHARES TR

CORE MSCI INTL

$27.4M

313,226

2.6%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$23.8M

505,209

2.3%

AAPL APPLE INC

COM

$23.0M

88,135

2.2%

BIL SPDR SERIES TRUST

STATE STREET SPD

$22.8M

249,357

2.2%

QQQ INVESCO QQQ TR

UNIT SER 1

$21.4M

35,004

2.0%

IUSG ISHARES TR

CORE S&P US GWT

$19.7M

119,557

1.9%

PYLD PIMCO ETF TR

MULTISECTOR BD

$17.4M

657,410

1.7%

IEFA ISHARES TR

CORE MSCI EAFE

$15.5M

163,400

1.5%

IVVM BLACKROCK ETF TRUST II

ISHARES LARG CAP

$15.4M

438,365

1.5%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$14.9M

353,320

1.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$14.4M

96,139

1.4%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$14.2M

318,624

1.4%

ITA ISHARES TR

US AER DEF ETF

$14.2M

61,102

1.3%

USMV ISHARES TR

MSCI USA MIN VOL

$14.1M

150,485

1.3%

IEMG ISHARES INC

CORE MSCI EMKT

$13.2M

178,641

1.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$12.6M

27,482

1.2%

TFLO ISHARES TR

TRS FLT RT BD

$12.5M

247,360

1.2%

MSFT MICROSOFT CORP

COM

$12.4M

33,225

1.2%

IVV ISHARES TR

CORE S&P500 ETF

$12.2M

17,918

1.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$11.9M

118,941

1.1%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$11.6M

67,084

1.1%

LGLV SPDR SERIES TRUST

STATE STREET SPD

$11.1M

61,023

1.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$10.9M

53,757

1.0%

AMZN AMAZON COM INC

COM

$10.8M

46,133

1.0%

HOLA J P MORGAN EXCHANGE TRADED F

INTL HDGD EQT LA

$10.0M

185,779

1.0%

CGBL CAPITAL GROUP CORE BALANCED

SHS

$10.0M

278,522

0.9%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$9.8M

117,508

0.9%

JMUB J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF

$9.6M

190,822

0.9%

MUB ISHARES TR

NATIONAL MUN ETF

$9.2M

85,564

0.9%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$9.1M

27,183

0.9%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$8.8M

189,908

0.8%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$8.7M

215,805

0.8%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$8.5M

165,774

0.8%

AVGO BROADCOM INC

COM

$8.1M

22,821

0.8%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$8.1M

71,840

0.8%

GOOGL ALPHABET INC

CAP STK CL A

$8.0M

25,211

0.8%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$7.9M

168,563

0.8%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$7.9M

69,072

0.7%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$7.5M

181,940

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

SPYG10.4%SPYV8.0%VIG4.8%DFAE4.8%VEA4.3%VO4.1%