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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 24
增持 84
减持 26
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
—
EXCHANGE LISTED FDS TR
-$111.2M
2,155,060
-73%
减持
TDSC
EXCHANGE LISTED FDS TR
-$106.0M
12,462,113
-29%
增持
CLSM
EXCHANGE LISTED FDS TR
+$76.5M
5,213,587
+260%
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。
增持
SHV
ISHARES TR
+$50.9M
820,378
+128%
增持
QUAL
ISHARES TR
+$45.8M
516,985
+168%
增持
BIL
SPDR SER TR
+$44.1M
1,604,219
+43%
增持
IVV
ISHARES TR
+$40.5M
282,910
+36%
减持
—
EXCHANGE LISTED FDS TR
-$39.2M
3,230,535
-38%
减持
TDSB
EXCHANGE LISTED FDS TR
-$37.2M
4,691,130
-28%
增持
IUSB
ISHARES TR
+$32.4M
2,065,195
+55%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$29.2M
993,785
-33%
增持
XLK
SELECT SECTOR SPDR TR
+$27.7M
323,218
+71%
减持
—
EXCHANGE LISTED FDS TR
-$26.1M
1,992,673
-38%
减持
ESGU
ISHARES TR
-$22.2M
188,934
-58%
增持
—
EXCHANGE LISTED FDS TR
+$18.1M
1,301,110
+237%
增持
SPY
SPDR S&P 500 ETF TR
+$16.6M
98,238
+49%
减持
RPHS
TWO RDS SHARED TR
-$15.9M
9,366,378
-20%
增持
AGG
ISHARES TR
+$13.7M
146,673
+2011%
减持
SHY
ISHARES TR
-$13.5M
388,826
-29%
增持
EFG
ISHARES TR
+$13.5M
479,787
+39%
增持
AAPL
APPLE INC
+$12.6M
229,761
+19%
减持
SGOV
ISHARES TR
-$12.5M
9,257
-93%
增持
XLC
SELECT SECTOR SPDR TR
+$11.8M
192,821
+1396%
建仓
SPIP
SPDR SER TR
+$10.1M
392,501
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$9.5M
117,968
-62%
增持
XLV
SELECT SECTOR SPDR TR
+$9.4M
211,418
+47%
增持
XLP
SELECT SECTOR SPDR TR
+$9.3M
296,596
+74%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$8.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$8.8M
74,307
+30%
增持
IYW
ISHARES TR
+$8.7M
214,374
+36%
增持
GOVT
ISHARES TR
+$8.4M
692,961
+116%
增持
GOOGL
ALPHABET INC
+$7.6M
93,747
+171%
减持
MTUM
ISHARES TR
-$7.3M
97,063
-37%
增持
AMZN
AMAZON COM INC
+$7.0M
124,320
+39%
减持
IJR
ISHARES TR
-$6.8M
13,361
-84%
增持
XLY
SELECT SECTOR SPDR TR
+$6.7M
85,299
+65%
增持
—
TWO RDS SHARED TR
+$6.6M
2,519,931
+18%
清仓
AVIE
AMERICAN CENTY ETF TR
-$5.9M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
27,155
+34%
增持
—
TWO RDS SHARED TR
+$5.8M
3,224,007
+25%
减持
XLE
SELECT SECTOR SPDR TR
-$5.7M
26,965
-72%
增持
MBB
ISHARES TR
+$5.5M
305,943
+26%
减持
SHYG
ISHARES TR
-$5.4M
147,433
-46%
减持
EMB
ISHARES TR
-$4.9M
69,694
-45%
增持
USMV
ISHARES TR
+$4.6M
361,646
+18%
增持
VOO
VANGUARD INDEX FDS
+$4.6M
39,564
+29%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$4.4M
325,546
+245%
增持
TSLA
TESLA INC
+$4.3M
51,768
+16%
建仓
XLSR
SSGA ACTIVE TR
+$4.2M
97,469
建仓
VONV
VANGUARD SCOTTSDALE FDS
+$4.0M
57,283
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$3.9M
127,880
增持
ADFI
TWO RDS SHARED TR
+$3.8M
2,001,190
+30%
增持
META
META PLATFORMS INC
+$3.8M
29,003
+36%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$3.5M
86,495
+1185%
增持
XLI
SELECT SECTOR SPDR TR
+$3.4M
93,539
+44%
减持
XLU
SELECT SECTOR SPDR TR
-$3.3M
17,844
-73%
增持
SPYM
SPDR SER TR
+$3.3M
87,991
+227%
增持
MO
ALTRIA GROUP INC
+$3.3M
87,762
+454%
增持
MA
MASTERCARD INCORPORATED
+$3.3M
13,930
+129%
减持
—
EXCHANGE LISTED FDS TR
-$3.2M
470,627
-25%
增持
QQQ
INVESCO QQQ TR
+$3.0M
35,733
+13%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$3.0M
733,928
+50%
增持
V
VISA INC
+$3.0M
28,125
+72%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$2.9M
92,587
增持
MAIN
MAIN STR CAP CORP
+$2.6M
71,407
+1240%
建仓
PCM
PCM FD INC
+$2.6M
266,772
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.6M
179,441
-19%
建仓
ARDC
ARES DYNAMIC CR ALLOCATION F
+$2.5M
206,695
建仓
IHDG
WISDOMTREE TR
+$2.5M
63,417
建仓
—
APOLLO TACTICAL INCOME FD IN
+$2.5M
200,724
建仓
PFFA
ETFIS SER TR I
+$2.5M
128,433
增持
SPMD
SPDR SER TR
+$2.5M
299,358
+17%
建仓
ISD
PGIM HIGH YIELD BOND FUND IN
+$2.5M
197,438
建仓
—
PIONEER HIGH INCOME FUND INC
+$2.4M
363,134
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$2.4M
168,226
清仓
MDYV
SPDR SER TR
-$2.4M
0
-100%
建仓
COMT
ISHARES U S ETF TR
+$2.4M
91,857
建仓
BCI
ABRDN ETFS
+$2.4M
117,197
增持
VFQY
VANGUARD WELLINGTON FD
+$2.4M
44,687
+76%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.3M
158,884
+191%
增持
ICF
ISHARES TR
+$2.2M
214,426
+23%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$2.2M
27,297
建仓
USRT
ISHARES TR
+$2.2M
42,032
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
13,869
建仓
VXF
VANGUARD INDEX FDS
+$2.1M
14,137
增持
IWY
ISHARES TR
+$2.1M
26,192
+78%
减持
CWB
SPDR SER TR
-$2.1M
24,073
-57%
清仓
ICVT
ISHARES TR
-$2.1M
0
-100%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$2.0M
77,043
-41%
增持
BLV
VANGUARD BD INDEX FDS
+$2.0M
31,775
+581%
减持
GLD
SPDR GOLD TR
-$2.0M
240,517
-2%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$2.0M
0
-100%
减持
EFV
ISHARES TR
-$2.0M
691,976
-6%
清仓
FT
FRANKLIN UNVL TR
-$2.0M
0
-100%
清仓
DSU
BLACKROCK DEBT STRATEGIES FD
-$2.0M
0
-100%
清仓
GUT
GABELLI UTIL TR
-$2.0M
0
-100%
清仓
PFXF
VANECK ETF TRUST
-$2.0M
0
-100%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$1.9M
0
-100%
清仓
VRP
INVESCO EXCH TRADED FD TR II
-$1.9M
0
-100%
清仓
FCVT
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$1.9M
11,717
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
68,303
+11%
清仓
PFFD
GLOBAL X FDS
-$1.9M
0
-100%
增持
IQV
IQVIA HLDGS INC
+$1.9M
18,413
+63%
清仓
BKT
BLACKROCK INCOME TR INC
-$1.9M
0
-100%
清仓
ECF
ELLSWORTH GROWTH & INCOME FD
-$1.8M
0
-100%
减持
MDYG
SPDR SER TR
-$1.8M
8,569
-76%
增持
—
PROSHARES TR
+$1.8M
512,208
+44%
增持
—
EXXON MOBIL CORP
+$1.8M
99,199
+22%
增持
BA
BOEING CO
+$1.7M
19,839
+72%
增持
LLY
LILLY ELI & CO
+$1.7M
7,091
+53%
建仓
MUB
ISHARES TR
+$1.7M
16,055
增持
IAU
ISHARES GOLD TR
+$1.7M
352,819
+18%
增持
PANW
PALO ALTO NETWORKS INC
+$1.7M
12,095
+73%
增持
IJH
ISHARES TR
+$1.7M
7,332
+664%
增持
—
ACCENTURE PLC IRELAND
+$1.7M
68,923
+0%
减持
SPYV
SPDR SER TR
-$1.6M
29,005
-59%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
36,859
+3%
增持
AVSC
AMERICAN CENTY ETF TR
+$1.5M
87,644
+55%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
20,030
+16%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.5M
142,613
+22%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.5M
6,317
+51%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$1.5M
66,195
增持
NFLX
NETFLIX INC
+$1.5M
6,390
+64%
增持
C
CITIGROUP INC
+$1.4M
108,221
+40%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
建仓
HCMT
DIREXION SHS ETF TR
+$1.3M
51,594
建仓
SMAY
FIRST TR EXCHNG TRADED FD VI
+$1.3M
63,324
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
82,237
+23%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.3M
53,382
+39%
增持
ELV
ELEVANCE HEALTH INC
+$1.3M
7,038
+76%
增持
VO
VANGUARD INDEX FDS
+$1.3M
8,167
+238%
增持
IEMG
ISHARES INC
+$1.3M
439,415
+5%
增持
CRM
SALESFORCE INC
+$1.3M
11,717
+93%
增持
MFUL
COLLABORATIVE INVESTMNT SER
+$1.2M
105,848
+114%
增持
—
ASML HOLDING N V
+$1.2M
5,070
+42%
增持
—
LINDE PLC
+$1.2M
4,769
+191%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
58,026
+48%
增持
IWX
ISHARES TR
+$1.2M
43,643
+61%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.2M
143,163
+18%
减持
ABBV
ABBVIE INC
-$1.1M
33,718
-6%
增持
SSO
PROSHARES TR
+$1.1M
75,859
+17%
增持
COR
AMERISOURCEBERGEN CORP
+$1.1M
19,203
+20%
增持
SLV
ISHARES SILVER TR
+$1.1M
346,296
+25%
增持
SPTM
SPDR SER TR
+$1.1M
164,386
+5%
增持
CVX
CHEVRON CORP NEW
+$1.0M
71,298
+14%
增持
PFE
PFIZER INC
+$988.0K
153,817
+35%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$985.4K
88,258
+18%
增持
—
COLLABORATIVE INVESTMNT SER
+$945.5K
100,111
+88%
增持
DIS
DISNEY WALT CO
+$939.2K
33,445
+64%
