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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 76
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
—
TWO RDS SHARED TR
-$39.8M
0
-100%
增持
IVW
ISHARES TR
+$29.4M
1,248,891
+22%
增持
EFG
ISHARES TR
+$26.1M
686,334
+61%
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
XLC
SELECT SECTOR SPDR TR
+$26.0M
568,136
+105%
增持
—
TWO RDS SHARED TR
+$25.7M
4,573,412
+45%
减持
TDSC
EXCHANGE LISTED FDS TR
-$23.3M
5,918,770
-14%
增持
DYNF
BLACKROCK ETF TRUST
+$23.0M
1,731,111
+32%
增持
XISE
FIRST TR EXCHNG TRADED FD VI
+$18.3M
820,459
+268%
减持
CLSM
EXCHANGE LISTED FDS TR
-$18.2M
5,537,485
-15%
减持
XLV
SELECT SECTOR SPDR TR
-$17.7M
170,959
-41%
减持
EFV
ISHARES TR
-$15.7M
584,688
-32%
增持
NVDA
NVIDIA CORPORATION
+$15.7M
443,590
+925%
增持
XLY
SELECT SECTOR SPDR TR
+$15.2M
104,432
+402%
增持
ADFI
TWO RDS SHARED TR
+$14.2M
4,657,328
+57%
增持
IEMG
ISHARES INC
+$13.7M
404,638
+163%
清仓
IXC
ISHARES TR
-$13.3M
0
-100%
减持
TDSB
EXCHANGE LISTED FDS TR
-$12.4M
3,375,162
-14%
增持
BIL
SPDR SER TR
+$12.1M
1,514,445
+10%
建仓
AOM
ISHARES TR
+$11.7M
273,153
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.5M
265,235
+332%
减持
AAPL
APPLE INC
+$10.9M
291,868
-1%
增持
AOR
ISHARES TR
+$9.5M
179,953
+1454%
减持
SPTM
SPDR SER TR
-$9.0M
41,261
-78%
增持
SSO
PROSHARES TR
+$9.0M
118,477
+1071%
增持
FLRT
PACER FDS TR
+$9.0M
789,904
+32%
增持
ADME
ETF SER SOLUTIONS
+$8.9M
229,266
+769%
清仓
SPIP
SPDR SER TR
-$8.2M
0
-100%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$7.7M
259,258
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$7.7M
581,864
+78%
增持
COWZ
PACER FDS TR
+$7.5M
697,333
+33%
增持
IVE
ISHARES TR
+$7.4M
408,708
+14%
减持
ITOT
ISHARES TR
-$6.7M
9,522
-86%
减持
SGOV
ISHARES TR
-$6.4M
10,863
-85%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$6.2M
215,906
+35%
减持
TMFC
RBB FD INC
-$6.1M
4,123
-97%
减持
EMB
ISHARES TR
-$6.0M
8,411
-89%
清仓
BOND
PIMCO ETF TR
-$6.0M
0
-100%
清仓
MINT
PIMCO ETF TR
-$6.0M
0
-100%
增持
TLT
ISHARES TR
+$5.9M
365,535
+25%
增持
QUAL
ISHARES TR
+$5.8M
599,773
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$5.8M
179,302
-9%
减持
IWM
ISHARES TR
-$5.7M
9,373
-74%
减持
IUSB
ISHARES TR
-$5.5M
2,120,877
-5%
减持
GLD
SPDR GOLD TR
+$5.4M
225,962
-4%
减持
USMV
ISHARES TR
-$5.4M
63,278
-51%
增持
ORCL
ORACLE CORP
+$5.3M
122,376
+28%
建仓
IGEB
ISHARES TR
+$5.2M
116,286
减持
DCMT
DOUBLELINE ETF TRUST
-$5.1M
481,845
-29%
增持
—
LAM RESEARCH CORP
+$5.1M
5,569
+534%
减持
SHV
ISHARES TR
-$5.0M
491,459
-8%
增持
NVO
NOVO-NORDISK A S
+$5.0M
123,637
+26%
建仓
AOA
ISHARES TR
+$5.0M
66,563
增持
XLK
SELECT SECTOR SPDR TR
+$5.0M
203,353
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.9M
43,707
+25%
增持
ADBE
ADOBE INC
+$4.7M
25,063
+37%
建仓
PJUN
INNOVATOR ETFS TRUST
+$4.7M
130,631
增持
LLY
ELI LILLY & CO
+$4.6M
22,926
+10%
增持
VUG
VANGUARD INDEX FDS
+$4.5M
80,416
+8%
增持
AMZN
AMAZON COM INC
+$4.5M
168,202
+8%
增持
IYW
ISHARES TR
+$4.5M
218,612
+4%
增持
MGK
VANGUARD WORLD FD
+$4.3M
76,495
+11%
减持
LQD
ISHARES TR
-$4.2M
5,728
-87%
减持
MTUM
ISHARES TR
-$4.2M
61,954
-29%
建仓
CEFS
EXCHANGE LISTED FDS TR
+$4.1M
193,067
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$4.0M
216,312
+787%
建仓
BIZD
VANECK ETF TRUST
+$4.0M
233,724
建仓
HYGH
ISHARES U S ETF TR
+$4.0M
46,791
建仓
FLBL
FRANKLIN TEMPLETON ETF TR
+$4.0M
162,048
建仓
LQDH
ISHARES U S ETF TR
+$3.9M
42,333
减持
GOOGL
ALPHABET INC
+$3.9M
129,189
-1%
建仓
SEIX
VIRTUS ETF TR II
+$3.9M
162,885
增持
MSFT
MICROSOFT CORP
+$3.9M
106,528
+2%
清仓
IHDG
WISDOMTREE TR
-$3.8M
0
-100%
建仓
JBBB
JANUS DETROIT STR TR
+$3.8M
77,011
减持
XLI
SELECT SECTOR SPDR TR
-$3.7M
112,266
-19%
减持
IJH
ISHARES TR
-$3.7M
24,338
-71%
增持
—
EXXON MOBIL CORP
+$3.7M
196,395
+21%
减持
MAIN
MAIN STR CAP CORP
-$3.7M
15,954
-83%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$3.6M
0
-100%
增持
—
ASML HOLDING N V
+$3.6M
16,227
+21%
减持
—
PIONEER HIGH INCOME FUND INC
-$3.6M
15,864
-97%
增持
EMXC
ISHARES INC
+$3.6M
435,491
+13%
清仓
ISD
PGIM HIGH YIELD BOND FUND IN
-$3.6M
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$3.5M
25,244
+28%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.3M
196,622
+31%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$3.3M
10,298
-93%
清仓
BCI
ABRDN ETFS
-$3.2M
0
-100%
减持
RPHS
TWO RDS SHARED TR
-$3.2M
5,056,197
-8%
增持
MDYV
SPDR SER TR
+$3.2M
110,333
+72%
增持
BINC
BLACKROCK ETF TRUST II
+$3.2M
408,098
+18%
减持
PCM
PCM FD INC
-$3.1M
12,372
-97%
增持
MDYG
SPDR SER TR
+$3.1M
101,985
+63%
增持
MSTR
MICROSTRATEGY INC
-$3.1M
11,916
+4%
增持
LNG
CHENIERE ENERGY INC
+$3.1M
52,481
+38%
增持
PANW
PALO ALTO NETWORKS INC
+$3.0M
23,886
+34%
增持
BA
BOEING CO
+$3.0M
68,006
+40%
增持
—
ACCENTURE PLC IRELAND
-$2.9M
68,739
+0%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$2.9M
0
-100%
增持
MCK
MCKESSON CORP
+$2.6M
16,167
+28%
增持
CVX
CHEVRON CORP NEW
+$2.6M
127,021
+16%
增持
VOO
VANGUARD INDEX FDS
+$2.4M
48,068
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.4M
67,616
-41%
增持
ICF
ISHARES TR
+$2.4M
392,177
+13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.3M
180,696
+40%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
72,112
+10%
减持
UUP
INVESCO DB US DLR INDEX TR
-$2.2M
65,758
-55%
增持
MBB
ISHARES TR
+$2.1M
299,401
+9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.1M
649,622
-5%
增持
IAU
ISHARES GOLD TR
+$2.1M
521,262
+5%
增持
NVS
NOVARTIS AG
+$2.0M
63,815
+30%
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.0M
115,184
+32%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$1.9M
70,105
增持
IEF
ISHARES TR
+$1.8M
25,632
+312%
增持
XLP
SELECT SECTOR SPDR TR
+$1.8M
173,795
+15%
增持
IWF
ISHARES TR
+$1.8M
11,440
+62%
增持
SLV
ISHARES SILVER TR
+$1.8M
356,249
+6%
减持
TSLA
TESLA INC
-$1.8M
33,117
-30%
建仓
AOK
ISHARES TR
+$1.8M
47,874
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$1.7M
82,796
+149%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$1.7M
35,124
减持
SHY
ISHARES TR
-$1.7M
207,342
-9%
减持
QQQ
INVESCO QQQ TR
-$1.7M
142,227
-10%
建仓
GLDM
WORLD GOLD TR
+$1.7M
35,821
增持
C
CITIGROUP INC
+$1.6M
229,255
+12%
减持
PJUL
INNOVATOR ETFS TRUST
-$1.6M
131,514
-26%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.6M
1,595,615
增持
PDEC
INNOVATOR ETFS TRUST
+$1.6M
244,259
+18%
增持
XLSR
SSGA ACTIVE TR
+$1.5M
135,519
+26%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$1.5M
14,075
减持
VNQ
VANGUARD INDEX FDS
-$1.5M
4,237
-80%
增持
DXJ
WISDOMTREE TR
+$1.5M
125,517
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$1.5M
32,412
+110%
建仓
LGLV
SPDR SER TR
+$1.5M
9,600
建仓
ONEQ
FIDELITY COMWLTH TR
+$1.4M
20,654
建仓
CAPE
DOUBLELINE ETF TRUST
+$1.4M
51,554
增持
AVDE
AMERICAN CENTY ETF TR
+$1.4M
300,117
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$1.4M
95,156
+7%
增持
DVY
ISHARES TR
+$1.3M
19,179
+143%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
5,173
+24%
减持
SMH
VANECK ETF TRUST
-$1.3M
109,051
-18%
增持
TIP
ISHARES TR
+$1.3M
121,395
+12%
增持
VGT
VANGUARD WORLD FD
+$1.3M
6,888
+36%
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
16,689
+17%
减持
PAUG
INNOVATOR ETFS TRUST
-$1.3M
17,999
-67%
增持
FCX
FREEPORT-MCMORAN INC
+$1.3M
137,278
+19%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.2M
120,365
-15%
清仓
HYMB
SPDR SER TR
-$1.2M
0
-100%
减持
IWP
ISHARES TR
-$1.2M
4,884
-69%
建仓
DBND
DOUBLELINE ETF TRUST
+$1.2M
27,139
