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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 34
增持 63
减持 48
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$92.8M
4,368,973
减持
TDSC
EXCHANGE LISTED FDS TR
-$60.7M
10,025,882
-20%
增持
IVW
ISHARES TR
+$41.9M
617,204
+13373%
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。
建仓
SFLR
INNOVATOR ETFS TR
+$36.0M
1,404,804
建仓
UJUL
INNOVATOR ETFS TR
+$29.0M
1,026,907
减持
TDSB
EXCHANGE LISTED FDS TR
-$25.8M
3,539,611
-25%
减持
CLSM
EXCHANGE LISTED FDS TR
-$24.3M
4,146,597
-20%
减持
XLK
SELECT SECTOR SPDR TR
-$23.4M
200,083
-38%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$23.0M
676,198
减持
—
EXCHANGE LISTED FDS TR
-$21.7M
2,313,463
-28%
建仓
IVE
ISHARES TR
+$21.6M
140,542
减持
XLP
SELECT SECTOR SPDR TR
-$21.2M
11,480
-96%
增持
QQQ
INVESCO QQQ TR
+$20.2M
93,206
+161%
减持
RPHS
TWO RDS SHARED TR
-$19.4M
7,370,383
-21%
建仓
TFLO
ISHARES TR
+$18.2M
357,846
增持
SMH
VANECK ETF TRUST
+$17.6M
123,712
+6021%
减持
ESGU
ISHARES TR
-$17.5M
9,460
-95%
增持
EFV
ISHARES TR
+$17.5M
1,050,171
+52%
减持
—
EXCHANGE LISTED FDS TR
-$16.2M
1,308,728
-34%
减持
—
EXCHANGE LISTED FDS TR
-$13.9M
1,468,946
-32%
减持
AGG
ISHARES TR
-$13.4M
10,709
-93%
减持
SHV
ISHARES TR
-$13.3M
700,099
-15%
减持
IYW
ISHARES TR
-$12.7M
101,057
-53%
建仓
PJUL
INNOVATOR ETFS TR
+$12.6M
372,697
建仓
VOX
VANGUARD WORLD FDS
+$12.3M
116,566
增持
SPY
SPDR S&P 500 ETF TR
+$12.1M
130,132
+32%
减持
IUSB
ISHARES TR
-$10.9M
1,898,855
-8%
增持
IJH
ISHARES TR
+$10.7M
50,735
+592%
增持
XLY
SELECT SECTOR SPDR TR
+$10.4M
154,835
+82%
增持
SHY
ISHARES TR
+$10.4M
517,511
+33%
减持
XLV
SELECT SECTOR SPDR TR
-$8.9M
149,057
-29%
减持
TLH
ISHARES TR
-$8.3M
5,497
-93%
增持
TLT
ISHARES TR
+$7.8M
105,835
+599%
增持
VUG
VANGUARD INDEX FDS
+$7.8M
66,873
+81%
增持
TIP
ISHARES TR
+$7.6M
80,329
+1101%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$7.4M
73,962
建仓
BJUL
INNOVATOR ETFS TR
+$7.1M
207,051
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$7.0M
182,915
增持
XLE
SELECT SECTOR SPDR TR
+$6.9M
100,061
+271%
增持
SGOV
ISHARES TR
+$6.7M
76,180
+723%
减持
—
EXCHANGE LISTED FDS TR
-$6.7M
982,015
-25%
增持
FLRT
PACER FDS TR
+$6.4M
369,289
+56%
减持
SPYG
SPDR SER TR
-$6.2M
43,233
-70%
增持
BIL
SPDR SER TR
+$6.1M
1,670,958
+4%
减持
CDC
VICTORY PORTFOLIOS II
-$5.8M
9,930
-91%
增持
COWZ
PACER FDS TR
+$5.8M
355,969
+45%
减持
QUAL
ISHARES TR
-$5.5M
487,586
-6%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$5.3M
17,247
+1275%
减持
MBB
ISHARES TR
-$5.2M
262,750
-14%
增持
IVV
ISHARES TR
+$4.7M
304,693
+8%
增持
XLC
SELECT SECTOR SPDR TR
+$4.5M
260,233
+35%
建仓
MSTB
ETF SER SOLUTIONS
+$4.4M
168,618
建仓
TMFC
RBB FD INC
+$4.3M
109,308
减持
USMV
ISHARES TR
-$4.3M
312,323
-14%
建仓
FGM
FIRST TR EXCH TRD ALPHDX FD
+$4.2M
115,990
增持
LQD
ISHARES TR
+$4.1M
58,167
+246%
减持
SSO
PROSHARES TR
-$4.0M
7,156
-91%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$4.0M
0
-100%
减持
MTUM
ISHARES TR
-$3.8M
72,922
-25%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
35,079
+29%
增持
—
EXXON MOBIL CORP
+$3.8M
122,562
+24%
减持
SMLF
ISHARES TR
-$3.6M
59,557
-53%
增持
DXJ
WISDOMTREE TR
+$3.6M
42,913
+1613%
增持
—
TWO RDS SHARED TR
+$3.5M
3,641,251
+13%
建仓
NVO
NOVO-NORDISK A S
+$3.5M
38,303
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.4M
1,055,831
+6%
增持
—
TWO RDS SHARED TR
+$3.4M
2,910,590
+16%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
49,284
+25%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.2M
184,434
+64%
增持
CVX
CHEVRON CORP NEW
+$3.1M
84,819
+19%
减持
MSFT
MICROSOFT CORP
-$3.0M
70,482
-5%
建仓
UDEC
INNOVATOR ETFS TR
+$3.0M
101,127
减持
GOVT
ISHARES TR
-$2.9M
587,612
-15%
增持
WMT
WALMART INC
+$2.9M
30,201
+145%
增持
CALF
PACER FDS TR
+$2.9M
141,437
+89%
减持
TSLA
TESLA INC
-$2.8M
43,036
-17%
建仓
LNG
CHENIERE ENERGY INC
+$2.8M
16,749
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.8M
117,489
+51%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.7M
204,769
+35%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.7M
18,550
增持
UNH
UNITEDHEALTH GROUP INC
+$2.7M
24,439
+22%
减持
EMGF
ISHARES INC
-$2.7M
147,097
-30%
增持
EFG
ISHARES TR
-$2.7M
499,545
+4%
减持
—
EXCHANGE LISTED FDS TR
-$2.6M
352,026
-25%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$2.6M
92,276
+737%
建仓
XSW
SPDR SER TR
+$2.5M
19,908
增持
MRK
MERCK & CO INC
+$2.5M
68,755
+74%
增持
VFQY
VANGUARD WELLINGTON FD
+$2.5M
67,382
+51%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$2.5M
832,108
+13%
减持
—
PROSHARES TR
-$2.3M
333,489
-35%
建仓
PDEC
INNOVATOR ETFS TR
+$2.3M
70,557
建仓
UAUG
INNOVATOR ETFS TR
+$2.2M
78,504
增持
NVS
NOVARTIS AG
+$2.2M
35,523
+156%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.2M
27,165
清仓
USRT
ISHARES TR
-$2.2M
0
-100%
减持
BLV
VANGUARD BD INDEX FDS
-$2.1M
3,639
-89%
清仓
VXF
VANGUARD INDEX FDS
-$2.1M
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$2.1M
18,351
-68%
增持
LLY
ELI LILLY & CO
+$2.1M
10,040
+42%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
18,691
+39%
减持
CSB
VICTORY PORTFOLIOS II
-$2.0M
4,467
-89%
清仓
VBR
VANGUARD INDEX FDS
-$1.9M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.9M
112,345
-10%
增持
ADFI
TWO RDS SHARED TR
+$1.9M
2,286,957
+14%
减持
RTX
RTX CORPORATION
-$1.9M
19,467
-42%
建仓
IYC
ISHARES TR
+$1.8M
27,275
建仓
ICOW
PACER FDS TR
+$1.8M
60,587
建仓
XITK
SPDR SER TR
+$1.8M
14,388
建仓
PAUG
INNOVATOR ETFS TR
+$1.8M
57,135
减持
IEMG
ISHARES INC
-$1.8M
418,022
-5%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.8M
48,897
-43%
减持
ARKG
ARK ETF TR
-$1.8M
14,907
-77%
建仓
XAR
SPDR SER TR
+$1.7M
15,601
增持
VFMV
VANGUARD WELLINGTON FD
+$1.7M
57,178
+52%
建仓
XSD
SPDR SER TR
+$1.7M
8,787
增持
ELV
ELEVANCE HEALTH INC
+$1.7M
11,110
+58%
减持
SCHE
SCHWAB STRATEGIC TR
-$1.7M
13,840
-83%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$1.7M
246,730
-24%
建仓
ALB
ALBEMARLE CORP
+$1.6M
9,533
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
46,639
+107%
增持
FCX
FREEPORT-MCMORAN INC
+$1.6M
52,623
+482%
减持
GOOGL
ALPHABET INC
-$1.6M
73,538
-22%
增持
PFE
PFIZER INC
+$1.6M
216,955
+41%
增持
IWP
ISHARES TR
+$1.6M
22,922
+309%
减持
—
COLLABORATIVE INVESTMNT SER
-$1.5M
24,230
-76%
增持
ENB
ENBRIDGE INC
+$1.5M
138,716
+67%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$1.5M
3,571
增持
IAU
ISHARES GOLD TR
+$1.4M
408,211
+16%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.4M
4,885
-65%
建仓
EWH
ISHARES INC
+$1.4M
79,147
减持
ARKK
ARK ETF TR
-$1.3M
22,484
-55%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
106,487
+21%
减持
MFUL
COLLABORATIVE INVESTMNT SER
-$1.3M
46,190
-56%
建仓
—
ETF SER SOLUTIONS
+$1.3M
55,301
建仓
CXSE
WISDOMTREE TR
+$1.3M
43,764
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
109,175
-12%
增持
IQV
IQVIA HLDGS INC
+$1.2M
27,205
+48%
增持
SPMD
SPDR SER TR
+$1.2M
340,571
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$1.1M
59,612
+141%
增持
—
TWO RDS SHARED TR
+$1.1M
1,014,301
+13%
清仓
DWM
WISDOMTREE TR
-$1.1M
0
-100%
减持
VO
VANGUARD INDEX FDS
-$1.1M
3,360
-59%
增持
CVS
CVS HEALTH CORP
+$1.1M
36,370
+74%
建仓
—
SPDR SER TR
+$1.1M
14,655
增持
VTI
VANGUARD INDEX FDS
+$1.1M
29,493
+25%
增持
ICF
ISHARES TR
+$1.0M
258,229
+20%
增持
ITOT
ISHARES TR
+$1.0M
20,159
+129%
增持
AAPL
APPLE INC
-$1.0M
254,358
+11%
增持
C
CITIGROUP INC
+$1.0M
145,454
+34%
增持
BA
BOEING CO
+$999.6K
27,070
+36%
