小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 72
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$92.8M
0
-100%
建仓
BALT
INNOVATOR ETFS TR
+$82.8M
2,872,894
增持
CLSM
EXCHANGE LISTED FDS TR
+$70.5M
7,533,396
+82%
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
—
INVESCO EXCH TRD SLF IDX FD
+$69.2M
3,325,933
+17095%
增持
IVV
ISHARES TR
+$65.7M
399,781
+31%
减持
—
EXCHANGE LISTED FDS TR
-$49.3M
9,305
-100%
减持
TDSC
EXCHANGE LISTED FDS TR
-$39.1M
7,654,623
-24%
增持
XLF
SELECT SECTOR SPDR TR
+$37.7M
1,021,990
+1614%
增持
IVE
ISHARES TR
+$36.9M
332,784
+137%
增持
SPY
SPDR S&P 500 ETF TR
+$35.2M
185,768
+43%
减持
UJUL
INNOVATOR ETFS TR
-$28.7M
8,582
-99%
清仓
—
EXCHANGE LISTED FDS TR
-$28.3M
0
-100%
清仓
—
EXCHANGE LISTED FDS TR
-$26.9M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$26.0M
140,674
+51%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$23.0M
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$22.9M
560,183
建仓
BUFF
INNOVATOR ETFS TR
+$22.8M
562,391
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$22.1M
818,381
增持
TDSB
EXCHANGE LISTED FDS TR
+$21.2M
4,326,539
+22%
减持
SHY
ISHARES TR
-$21.0M
254,824
-51%
减持
XLY
SELECT SECTOR SPDR TR
-$20.3M
26,418
-83%
增持
TLT
ISHARES TR
+$19.8M
296,689
+180%
增持
XLV
SELECT SECTOR SPDR TR
+$19.5M
272,260
+83%
减持
—
EXCHANGE LISTED FDS TR
-$18.5M
16,540
-98%
增持
IUSB
ISHARES TR
+$18.5M
2,201,089
+16%
增持
MSFT
MICROSOFT CORP
+$18.5M
100,942
+43%
减持
BIL
SPDR SER TR
-$18.2M
1,479,284
-11%
增持
SGOV
ISHARES TR
+$17.7M
253,240
+232%
建仓
XBIL
RBB FD INC
+$13.7M
274,552
增持
IYW
ISHARES TR
+$13.6M
189,161
+87%
减持
SFLR
INNOVATOR ETFS TR
-$13.5M
802,878
-43%
增持
AAPL
APPLE INC
+$13.4M
304,903
+20%
减持
SHV
ISHARES TR
-$12.9M
584,619
-16%
清仓
PJUL
INNOVATOR ETFS TR
-$12.6M
0
-100%
增持
AGG
ISHARES TR
+$12.6M
136,479
+1174%
减持
USMV
ISHARES TR
-$12.2M
129,568
-59%
增持
SCHA
SCHWAB STRATEGIC TR
+$12.1M
349,147
+262%
减持
VOX
VANGUARD WORLD FDS
-$12.0M
2,294
-98%
增持
NVDA
NVIDIA CORPORATION
+$11.8M
42,920
+22%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$11.4M
141,792
+422%
建仓
EMXC
ISHARES INC
+$11.2M
204,599
建仓
IXC
ISHARES TR
+$11.2M
287,673
增持
IVW
ISHARES TR
+$10.8M
676,020
+10%
减持
SPMD
SPDR SER TR
-$9.5M
111,479
-67%
减持
IJH
ISHARES TR
-$9.4M
11,732
-77%
减持
GOVT
ISHARES TR
-$9.3M
159,181
-73%
减持
RPHS
TWO RDS SHARED TR
-$9.2M
6,001,889
-19%
增持
MGK
VANGUARD WORLD FD
+$8.9M
33,923
+3513%
增持
XLP
SELECT SECTOR SPDR TR
+$8.7M
127,685
+1012%
建仓
BINC
BLACKROCK ETF TRUST II
+$8.3M
157,493
增持
AMZN
AMAZON COM INC
+$8.0M
139,846
+24%
增持
LLY
ELI LILLY & CO
+$7.9M
20,168
+101%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$7.8M
13,526
-88%
增持
META
META PLATFORMS INC
+$7.8M
42,577
+42%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.5M
6,675
-94%
增持
—
ASML HOLDING N V
+$7.4M
11,613
+131%
增持
FLRT
PACER FDS TR
+$7.3M
519,058
+41%
清仓
—
EXCHANGE LISTED FDS TR
-$7.2M
0
-100%
清仓
BJUL
INNOVATOR ETFS TR
-$7.1M
0
-100%
增持
—
TWO RDS SHARED TR
+$7.0M
2,975,707
+2%
增持
ADBE
ADOBE INC
+$6.9M
16,248
+153%
减持
GBIL
GOLDMAN SACHS ETF TR
-$6.9M
4,865
-93%
建仓
XISE
FIRST TR EXCHNG TRADED FD VI
+$6.8M
221,304
增持
ITOT
ISHARES TR
+$6.6M
79,018
+292%
增持
COWZ
PACER FDS TR
+$6.5M
462,334
+30%
增持
OEF
ISHARES TR
+$6.4M
29,815
+1157%
增持
GOOGL
ALPHABET INC
+$6.4M
113,266
+54%
增持
NVO
NOVO-NORDISK A S
+$6.2M
83,773
+119%
减持
GLD
SPDR GOLD TR
-$6.2M
188,052
-23%
减持
TFLO
ISHARES TR
-$6.1M
238,572
-33%
增持
EFV
ISHARES TR
+$6.0M
1,108,607
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.9M
112,798
+860%
减持
SHYG
ISHARES TR
-$5.9M
27,061
-84%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$5.8M
28,741
-84%
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$5.5M
305,090
增持
SMH
VANECK ETF TRUST
+$5.5M
125,052
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$5.5M
43,017
-57%
增持
DXJ
WISDOMTREE TR
+$5.2M
93,330
+117%
增持
ICF
ISHARES TR
+$5.1M
317,365
+23%
减持
XLK
SELECT SECTOR SPDR TR
+$5.1M
189,313
-5%
建仓
XLRE
SELECT SECTOR SPDR TR
+$5.1M
130,849
增持
XLI
SELECT SECTOR SPDR TR
+$4.9M
133,907
+30%
增持
VTI
VANGUARD INDEX FDS
+$4.6M
44,796
+52%
减持
—
PROSHARES TR
-$4.5M
21,815
-93%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$4.5M
98,721
建仓
—
TWO RDS SHARED TR
+$4.4M
391,505
减持
PFE
PFIZER INC
-$4.4M
102,835
-53%
减持
—
ACCENTURE PLC IRELAND
+$4.3M
68,355
-0%
增持
—
TWO RDS SHARED TR
+$4.2M
4,099,552
+13%
增持
BABA
ALIBABA GROUP HLDG LTD
+$4.1M
65,685
+810%
增持
IAU
ISHARES GOLD TR
+$4.1M
473,009
+16%
减持
IQV
IQVIA HLDGS INC
-$3.9M
6,686
-75%
减持
FGM
FIRST TR EXCH TRD ALPHDX FD
-$3.7M
13,573
-88%
增持
BA
BOEING CO
+$3.7M
42,212
+56%
增持
C
CITIGROUP INC
+$3.6M
171,637
+18%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
80,487
+11%
增持
MTUM
ISHARES TR
+$3.5M
81,119
+11%
增持
IWM
ISHARES TR
+$3.4M
22,287
+308%
增持
V
VISA INC
+$3.3M
39,334
+20%
减持
FEZ
SPDR INDEX SHS FDS
-$3.3M
15,181
-84%
增持
PEP
PEPSICO INC
+$3.3M
32,592
+143%
减持
—
UNILEVER PLC
-$3.3M
5,003
-93%
增持
ADFI
TWO RDS SHARED TR
+$3.2M
2,557,869
+12%
增持
ELV
ELEVANCE HEALTH INC
+$3.2M
16,276
+46%
增持
TLH
ISHARES TR
+$3.1M
33,659
+512%
清仓
SMLF
ISHARES TR
-$3.1M
0
-100%
减持
QUAL
ISHARES TR
-$3.1M
401,815
-18%
增持
ENB
ENBRIDGE INC
+$3.1M
213,623
+54%
减持
EFG
ISHARES TR
-$3.0M
406,889
-19%
建仓
MDYV
SPDR SER TR
+$3.0M
41,665
增持
UNH
UNITEDHEALTH GROUP INC
+$3.0M
30,157
+23%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$2.8M
0
-100%
增持
MDYG
SPDR SER TR
+$2.7M
43,208
+412%
清仓
JNK
SPDR SER TR
-$2.7M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$2.7M
19,893
+22%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.7M
0
-100%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$2.7M
33,440
-73%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
12,491
-56%
减持
XLC
SELECT SECTOR SPDR TR
+$2.6M
256,825
-1%
减持
CSCO
CISCO SYS INC
-$2.6M
24,185
-66%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$2.5M
76,800
减持
IEMG
ISHARES INC
-$2.5M
355,951
-15%
增持
PANW
PALO ALTO NETWORKS INC
+$2.5M
13,910
+44%
增持
MSTR
MICROSTRATEGY INC
+$2.4M
11,839
+10%
减持
COR
CENCORA INC
-$2.3M
4,606
-76%
减持
TXN
TEXAS INSTRS INC
-$2.3M
3,374
-81%
增持
MCK
MCKESSON CORP
+$2.3M
10,147
+55%
减持
SCHW
SCHWAB CHARLES CORP
-$2.2M
25,021
-64%
减持
XSW
SPDR SER TR
-$2.2M
1,907
-90%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.2M
225,982
+10%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
13,010
-52%
减持
EMB
ISHARES TR
-$2.2M
34,706
-45%
增持
T
AT&T INC
+$2.2M
196,236
+116%
增持
TIP
ISHARES TR
+$2.2M
97,189
+21%
建仓
—
TWO RDS SHARED TR
+$2.1M
190,453
建仓
—
TWO RDS SHARED TR
+$2.1M
206,929
增持
CRM
SALESFORCE INC
+$2.1M
17,373
+25%
建仓
JAAA
JANUS DETROIT STR TR
+$2.1M
41,702
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$2.1M
119,642
-52%
增持
TSLA
TESLA INC
-$2.0M
46,227
+7%
增持
SPTM
SPDR SER TR
+$1.9M
170,953
+8%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$1.9M
4,726
清仓
IYC
ISHARES TR
-$1.8M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
13,033
+41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
21,759
+18%
增持
TMFC
RBB FD INC
+$1.8M
131,620
+20%
减持
VLUE
ISHARES TR
-$1.8M
13,859
-61%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
51,918
+16%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.8M
10,442
-39%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.7M
10,009
+33%
