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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 89
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
BALT
INNOVATOR ETFS TRUST
-$81.1M
55,643
-98%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$69.4M
13,527
-100%
减持
IVV
ISHARES TR
-$46.3M
285,704
-29%
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
QUAL
ISHARES TR
+$35.4M
587,885
+46%
增持
DYNF
BLACKROCK ETF TRUST
+$35.3M
1,312,047
+134%
增持
IVW
ISHARES TR
+$33.1M
1,020,349
+51%
清仓
BUFF
INNOVATOR ETFS TR
-$22.8M
0
-100%
清仓
SFLR
INNOVATOR ETFS TR
-$22.5M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$21.2M
685,221
-34%
减持
CLSM
EXCHANGE LISTED FDS TR
-$18.2M
6,528,539
-13%
减持
SGOV
ISHARES TR
-$18.0M
73,968
-71%
建仓
DCMT
DOUBLELINE ETF TRUST
+$17.5M
678,206
增持
HEFA
ISHARES TR
+$15.9M
463,152
+6845%
清仓
XBIL
RBB FD INC
-$13.7M
0
-100%
减持
MSTR
MICROSTRATEGY INC
+$13.5M
11,441
-3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$13.0M
327,200
-60%
增持
SPY
SPDR S&P 500 ETF TR
+$12.5M
197,547
+6%
减持
TDSC
EXCHANGE LISTED FDS TR
-$12.2M
6,871,027
-10%
增持
NVDA
NVIDIA CORPORATION
+$12.1M
43,276
+1%
减持
TFLO
ISHARES TR
-$11.8M
4,081
-98%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$11.7M
86,797
-91%
增持
EMXC
ISHARES INC
+$11.0M
385,843
+89%
减持
EFV
ISHARES TR
-$10.7M
858,853
-23%
增持
MGK
VANGUARD WORLD FD
+$10.6M
68,861
+103%
增持
QQQ
INVESCO QQQ TR
+$10.5M
157,231
+12%
增持
ORCL
ORACLE CORP
+$10.5M
95,278
+627%
增持
BINC
BLACKROCK ETF TRUST II
+$9.9M
345,959
+120%
减持
IEMG
ISHARES INC
-$9.5M
153,983
-57%
增持
IVE
ISHARES TR
+$8.4M
358,564
+8%
减持
BIL
SPDR SER TR
-$8.3M
1,382,347
-7%
减持
TDSB
EXCHANGE LISTED FDS TR
-$7.8M
3,917,622
-9%
增持
GLD
SPDR GOLD TR
+$7.4M
235,063
+25%
增持
XLF
SELECT SECTOR SPDR TR
+$7.2M
1,113,260
+9%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$7.1M
112,161
建仓
WISE
THEMES ETF TR
+$6.8M
224,152
建仓
PJUL
INNOVATOR ETFS TRUST
+$6.7M
177,057
增持
VUG
VANGUARD INDEX FDS
+$6.6M
74,334
+27%
增持
—
TWO RDS SHARED TR
+$6.6M
3,156,094
+6%
增持
COWZ
PACER FDS TR
+$6.4M
524,820
+14%
减持
AAPL
APPLE INC
-$6.4M
294,825
-3%
减持
ENB
ENBRIDGE INC
-$6.4M
35,024
-84%
增持
SMH
VANECK ETF TRUST
+$6.3M
132,252
+6%
增持
VTI
VANGUARD INDEX FDS
+$6.2M
65,594
+46%
增持
AMZN
AMAZON COM INC
+$5.8M
155,427
+11%
增持
BOND
PIMCO ETF TR
+$5.5M
65,536
+1067%
减持
AGG
ISHARES TR
-$5.5M
82,561
-40%
增持
MINT
PIMCO ETF TR
+$5.4M
59,867
+886%
增持
PDEC
INNOVATOR ETFS TRUST
+$5.2M
207,591
+205%
减持
SHV
ISHARES TR
-$5.1M
536,561
-8%
建仓
IBIT
ISHARES BITCOIN TR
+$4.9M
120,761
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$4.8M
160,256
+13%
清仓
MSTB
ETF SER SOLUTIONS
-$4.8M
0
-100%
增持
—
TWO RDS SHARED TR
+$4.7M
4,414,140
+8%
增持
IYW
ISHARES TR
+$4.3M
210,624
+11%
增持
EFG
ISHARES TR
+$4.1M
425,236
+5%
增持
FLRT
PACER FDS TR
+$4.0M
600,627
+16%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.0M
42,712
-56%
增持
XLV
SELECT SECTOR SPDR TR
+$3.9M
288,411
+6%
增持
JPM
JPMORGAN CHASE & CO
+$3.9M
89,210
+11%
增持
UUP
INVESCO DB US DLR INDEX TR
+$3.7M
144,917
+996%
增持
EMB
ISHARES TR
+$3.7M
75,574
+118%
增持
DXJ
WISDOMTREE TR
+$3.7M
116,728
+25%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.7M
270,976
+20%
增持
GOOGL
ALPHABET INC
+$3.6M
130,011
+15%
清仓
COMT
ISHARES U S ETF TR
-$3.5M
0
-100%
建仓
ICVT
ISHARES TR
+$3.5M
43,284
增持
SCHG
SCHWAB STRATEGIC TR
+$3.4M
41,929
+576%
增持
ADFI
TWO RDS SHARED TR
+$3.3M
2,972,314
+16%
增持
C
CITIGROUP INC
+$3.3M
204,340
+19%
增持
—
EXXON MOBIL CORP
+$3.2M
162,912
+6%
增持
IWM
ISHARES TR
+$3.2M
35,929
+61%
清仓
UDEC
INNOVATOR ETFS TR
-$3.2M
0
-100%
增持
GOVT
ISHARES TR
+$3.2M
300,480
+89%
增持
XLK
SELECT SECTOR SPDR TR
+$3.2M
197,115
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.1M
389,100
+11%
增持
MSFT
MICROSOFT CORP
+$3.0M
103,955
+3%
增持
XLC
SELECT SECTOR SPDR TR
+$3.0M
277,280
+8%
增持
NVO
NOVO-NORDISK A S
+$2.9M
98,515
+18%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$2.9M
84,135
增持
LLY
ELI LILLY & CO
+$2.8M
20,780
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.8M
150,070
+33%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.7M
3,289
-69%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$2.6M
0
-100%
增持
—
ASML HOLDING N V
+$2.6M
13,374
+15%
增持
MTUM
ISHARES TR
+$2.6M
86,891
+7%
减持
META
META PLATFORMS INC
+$2.6M
39,930
-6%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$2.5M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
217,000
+15%
增持
IAU
ISHARES GOLD TR
+$2.4M
495,959
+5%
减持
SHY
ISHARES TR
-$2.3M
227,437
-11%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.3M
27,738
-67%
增持
MDYG
SPDR SER TR
+$2.2M
62,646
+45%
增持
ELV
ELEVANCE HEALTH INC
+$2.1M
19,656
+21%
减持
XLE
SELECT SECTOR SPDR TR
-$2.1M
15,462
-64%
建仓
JANJ
INNOVATOR ETFS TRUST
+$2.1M
85,417
增持
—
TWO RDS SHARED TR
+$2.1M
543,524
+39%
增持
IXC
ISHARES TR
+$2.1M
308,531
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
35,079
+16%
增持
XLI
SELECT SECTOR SPDR TR
+$2.0M
138,234
+3%
增持
ICF
ISHARES TR
+$2.0M
348,591
+10%
增持
XLP
SELECT SECTOR SPDR TR
+$2.0M
150,690
+18%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$2.0M
5,038
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.0M
24,062
+73%
增持
CVX
CHEVRON CORP NEW
+$2.0M
109,561
+6%
增持
MDYV
SPDR SER TR
+$1.9M
64,183
+54%
增持
IJH
ISHARES TR
+$1.9M
84,180
+618%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.9M
17,674
+112%
建仓
JULJ
INNOVATOR ETFS TRUST
+$1.8M
72,134
增持
JAAA
JANUS DETROIT STR TR
+$1.8M
76,623
+84%
增持
DNP
DNP SELECT INCOME FD INC
+$1.8M
479,489
+68%
增持
FCX
FREEPORT-MCMORAN INC
+$1.7M
115,102
+25%
增持
MCK
MCKESSON CORP
+$1.7M
12,669
+25%
增持
LNG
CHENIERE ENERGY INC
+$1.6M
37,894
+38%
建仓
DTD
WISDOMTREE TR
+$1.6M
22,410
增持
—
ACCENTURE PLC IRELAND
-$1.6M
68,583
+0%
增持
DGRW
WISDOMTREE TR
+$1.6M
23,920
+581%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
61,405
+74%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.6M
87,379
+33%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.5M
141,085
-15%
增持
SPTM
SPDR SER TR
+$1.5M
183,744
+7%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
22,234
+12%
增持
ALB
ALBEMARLE CORP
+$1.5M
34,409
+33%
减持
TLT
ISHARES TR
-$1.5M
292,609
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.4M
69,311
+126%
增持
CRM
SALESFORCE INC
+$1.4M
21,026
+21%
增持
MBB
ISHARES TR
+$1.4M
274,490
+7%
增持
VTV
VANGUARD INDEX FDS
+$1.3M
30,620
+28%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$1.3M
29,521
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
17,062
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.3M
129,164
+31%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.3M
13,767
-45%
清仓
—
ETF SER SOLUTIONS
-$1.2M
0
-100%
增持
IWO
ISHARES TR
+$1.2M
10,225
+65%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$1.2M
0
-100%
增持
PAUG
INNOVATOR ETFS TRUST
+$1.2M
54,878
+144%
增持
—
TWO RDS SHARED TR
+$1.2M
278,855
+46%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.2M
73,322
+160%
清仓
UAUG
INNOVATOR ETFS TR
-$1.1M
0
-100%
增持
TIP
ISHARES TR
+$1.1M
108,371
+12%
建仓
EWJ
ISHARES INC
+$1.1M
15,751
建仓
EWG
ISHARES INC
+$1.1M
34,999
建仓
ADME
ETF SER SOLUTIONS
+$1.1M
26,390
建仓
EWA
ISHARES INC
+$1.1M
44,064
建仓
SCHR
SCHWAB STRATEGIC TR
+$1.1M
21,803
建仓
EWW
ISHARES INC
+$1.1M
15,332
增持
NOBL
PROSHARES TR
+$1.1M
13,617
+304%
减持
VV
VANGUARD INDEX FDS
-$1.1M
2,372
-67%
建仓
EPI
WISDOMTREE TR
+$1.1M
24,106
减持
VLO
VALERO ENERGY CORP
+$1.0M
33,186
-1%
清仓
CXSE
WISDOMTREE TR
-$1.0M
0
-100%
