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Foundations Investment Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Foundations Investment Advisors, LLC
报告期 2026-03-31 · CIK 0001743404
持仓数
1,160
前50大市值合计
$4.42B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 32
增持 79
减持 32
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
TDSC
EXCHANGE LISTED FDS TR
-$103.3M
17,450,663
-21%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$86.1M
1,479,653
+17542%
增持
BIL
SPDR SER TR
+$72.6M
1,123,845
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+236%
减持
SHY
ISHARES TR
-$66.7M
548,467
-60%
增持
SHV
ISHARES TR
+$38.2M
359,644
+2530%
减持
—
EXCHANGE LISTED FDS TR
-$30.6M
386,292
-80%
增持
IVV
ISHARES TR
+$28.3M
208,135
+40%
减持
—
EXCHANGE LISTED FDS TR
-$21.8M
8,131,579
-15%
增持
IEMG
ISHARES INC
+$19.5M
418,090
+2072%
减持
EEMV
ISHARES INC
-$17.0M
4,640
-99%
增持
IUSB
ISHARES TR
+$15.6M
1,333,336
+30%
减持
DGRO
ISHARES TR
-$13.8M
154,891
-64%
增持
MBB
ISHARES TR
+$12.3M
242,694
+111%
建仓
COWZ
PACER FDS TR
+$11.5M
244,776
建仓
SPMD
SPDR SER TR
+$11.3M
256,103
减持
IYE
ISHARES TR
-$11.1M
5,383
-98%
建仓
FLRT
PACER FDS TR
+$10.8M
237,283
减持
GOVT
ISHARES TR
-$10.3M
320,291
-59%
增持
EMB
ISHARES TR
+$10.3M
127,262
+1407%
增持
QUAL
ISHARES TR
+$9.9M
192,666
+57%
增持
GLD
SPDR GOLD TR
+$9.9M
244,959
+19%
增持
EFG
ISHARES TR
+$8.6M
344,367
+22%
建仓
SPYG
SPDR SER TR
+$8.6M
154,690
减持
RPHS
TWO RDS SHARED TR
-$8.1M
11,774,841
-8%
建仓
AVDE
AMERICAN CENTY ETF TR
+$8.1M
141,202
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$7.9M
121,231
增持
CLSM
EXCHANGE LISTED FDS TR
+$7.8M
1,449,700
+36%
减持
—
EXCHANGE LISTED FDS TR
-$7.7M
5,168,865
-8%
减持
—
EXCHANGE LISTED FDS TR
-$7.6M
3,206,131
-11%
增持
AAPL
APPLE INC
+$7.6M
193,579
+3%
清仓
COMT
ISHARES U S ETF TR
-$6.5M
0
-100%
建仓
CDC
VICTORY PORTFOLIOS II
+$6.4M
106,151
增持
SCHD
SCHWAB STRATEGIC TR
+$6.4M
110,862
+392%
建仓
AVEM
AMERICAN CENTY ETF TR
+$6.2M
117,148
增持
EMGF
ISHARES INC
+$6.2M
215,313
+221%
增持
USMV
ISHARES TR
+$6.1M
305,859
+37%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$5.9M
490,854
+584%
增持
SHYG
ISHARES TR
+$5.9M
275,537
+102%
建仓
AVIE
AMERICAN CENTY ETF TR
+$5.9M
106,693
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.8M
75,723
+2469%
建仓
CHDN
CHURCHILL DOWNS INC
+$5.7M
22,100
减持
IWP
ISHARES TR
-$5.6M
7,689
-90%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.2M
74,672
+1124%
增持
TSLA
TESLA INC
+$5.0M
44,458
+28%
减持
VLUE
ISHARES TR
-$4.9M
39,420
-58%
增持
MSFT
MICROSOFT CORP
+$4.8M
57,290
+17%
增持
—
TWO RDS SHARED TR
+$4.6M
2,126,709
+16%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.5M
105,514
+1682%
减持
SMLF
ISHARES TR
-$4.4M
131,212
-41%
增持
IYW
ISHARES TR
+$4.2M
158,010
+13%
增持
EFV
ISHARES TR
+$4.1M
739,062
+7%
增持
MTUM
ISHARES TR
+$4.1M
153,004
+30%
增持
VUG
VANGUARD INDEX FDS
+$3.9M
35,620
+54%
增持
—
TWO RDS SHARED TR
+$3.8M
2,586,329
+22%
增持
VDE
VANGUARD WORLD FDS
+$3.6M
33,121
+1731%
增持
TLH
ISHARES TR
+$3.5M
71,861
+63%
建仓
MSTR
MICROSTRATEGY INC
+$3.4M
11,565
减持
IFRA
ISHARES TR
-$3.4M
80,922
-54%
减持
SPY
SPDR S&P 500 ETF TR
-$3.4M
65,780
-17%
减持
HYG
ISHARES TR
-$3.3M
18,421
-71%
建仓
SSO
PROSHARES TR
+$3.3M
65,037
建仓
FEZ
SPDR INDEX SHS FDS
+$3.2M
72,306
减持
ICVT
ISHARES TR
-$3.2M
28,296
-63%
增持
JPM
JPMORGAN CHASE & CO
+$3.2M
61,500
+73%
减持
—
PROSHARES TR
-$3.1M
356,486
-32%
清仓
VOE
VANGUARD INDEX FDS
-$3.1M
0
-100%
减持
IWM
ISHARES TR
-$3.1M
2,835
-86%
增持
—
UNILEVER PLC
+$3.0M
76,887
+287%
建仓
VFMV
VANGUARD WELLINGTON FD
+$2.9M
29,611
增持
CCI
CROWN CASTLE INC
+$2.9M
23,659
+1143%
建仓
SPYV
SPDR SER TR
+$2.9M
70,085
减持
XLK
SELECT SECTOR SPDR TR
+$2.7M
188,634
-9%
建仓
VFQY
VANGUARD WELLINGTON FD
+$2.7M
25,325
建仓
CALF
PACER FDS TR
+$2.7M
71,595
减持
XLI
SELECT SECTOR SPDR TR
-$2.7M
65,158
-31%
增持
BTI
BRITISH AMERN TOB PLC
+$2.7M
84,476
+1089%
增持
ESGU
ISHARES TR
+$2.7M
449,301
+0%
增持
AMZN
AMAZON COM INC
+$2.6M
89,161
+14%
减持
NVDA
NVIDIA CORPORATION
+$2.5M
20,266
-4%
建仓
AVSC
AMERICAN CENTY ETF TR
+$2.5M
56,448
清仓
—
TWO RDS SHARED TR
-$2.5M
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
37,646
+79%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
52,578
+877%
增持
ADFI
TWO RDS SHARED TR
+$2.2M
1,534,441
+18%
清仓
GSK
GSK PLC
-$2.2M
0
-100%
建仓
CSB
VICTORY PORTFOLIOS II
+$2.1M
40,785
减持
TIP
ISHARES TR
-$2.1M
8,898
-69%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.1M
222,222
+19%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$2.1M
20,594
减持
XLU
SELECT SECTOR SPDR TR
-$2.1M
66,438
-29%
增持
META
META PLATFORMS INC
+$2.0M
21,340
+2%
减持
WY
WEYERHAEUSER CO MTN BE
-$2.0M
11,842
-84%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
27,405
+112%
建仓
SCHE
SCHWAB STRATEGIC TR
+$1.9M
78,911
减持
DVN
DEVON ENERGY CORP NEW
-$1.9M
4,687
-86%
增持
IAU
ISHARES GOLD TR
+$1.9M
297,953
+11%
增持
IJR
ISHARES TR
+$1.7M
83,960
+25%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.7M
27,058
+33%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
30,726
+9%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
24,513
+37%
增持
ICF
ISHARES TR
+$1.6M
174,729
+18%
建仓
VHT
VANGUARD WORLD FDS
+$1.5M
6,380
清仓
NTRL
FIRST TR EXCH TRADED FD III
-$1.5M
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
9,385
增持
—
ACCENTURE PLC IRELAND
+$1.3M
68,604
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$1.3M
51,800
+4%
增持
SPTM
SPDR SER TR
+$1.3M
156,385
+13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
17,014
-34%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.3M
54,621
建仓
VPU
VANGUARD WORLD FDS
+$1.2M
8,463
增持
ABBV
ABBVIE INC
+$1.2M
35,717
+29%
建仓
IGSB
ISHARES TR
+$1.2M
23,751
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
123,432
+35%
增持
—
EXXON MOBIL CORP
+$1.2M
81,044
+16%
清仓
EEM
ISHARES TR
-$1.2M
0
-100%
减持
PICK
ISHARES INC
-$1.2M
22,469
-57%
增持
BX
BLACKSTONE INC
+$1.2M
38,541
+28%
建仓
DWM
WISDOMTREE TR
+$1.1M
23,112
减持
XLB
SELECT SECTOR SPDR TR
-$1.1M
3,726
-79%
建仓
VIS
VANGUARD WORLD FDS
+$1.1M
5,675
增持
AMGN
AMGEN INC
+$1.1M
16,543
+48%
增持
C
CITIGROUP INC
+$1.1M
77,285
+36%
建仓
VAW
VANGUARD WORLD FDS
+$1.1M
5,958
增持
SLV
ISHARES SILVER TR
+$1.0M
278,115
+20%
增持
XLP
SELECT SECTOR SPDR TR
+$1.0M
170,085
+9%
建仓
ITOT
ISHARES TR
+$1.0M
11,245
增持
CWB
SPDR SER TR
+$985.6K
56,092
+30%
建仓
VFH
VANGUARD WORLD FDS
+$984.3K
12,637
增持
TXN
TEXAS INSTRS INC
+$976.9K
15,984
+32%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$952.1K
50,090
+41%
增持
UNH
UNITEDHEALTH GROUP INC
-$949.2K
17,199
+0%
减持
ENB
ENBRIDGE INC
-$945.0K
76,080
-23%
增持
BA
BOEING CO
+$944.5K
11,522
+46%
增持
PFE
PFIZER INC
+$940.9K
114,067
+57%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$929.1K
51,446
+40%
增持
MRK
MERCK & CO INC
+$873.2K
36,986
+34%
增持
FIS
FIDELITY NATL INFORMATION SV
+$861.7K
41,459
+102%
增持
SRE
SEMPRA
+$856.7K
21,529
+39%
建仓
MKTX
MARKETAXESS HLDGS INC
+$849.9K
2,172
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$848.0K
0
-100%
增持
SO
SOUTHERN CO
+$845.0K
58,467
+30%
减持
TWLO
TWILIO INC
-$833.6K
7,719
-72%
增持
CRM
SALESFORCE INC
+$824.5K
6,083
+106%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$823.2K
26,579
+41%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$808.0K
307,239
+5%
增持
—
PROSHARES TR
+$791.9K
85,589
+212%
增持
PANW
PALO ALTO NETWORKS INC
+$766.9K
6,975
+55%
增持
QQXT
FIRST TR EXCHANGE-TRADED FD
+$764.7K
12,299
+276%
增持
AVUS
AMERICAN CENTY ETF TR
+$763.2K
38,322
+33%
增持
SPAB
SPDR SER TR
+$760.0K
96,184
+40%
