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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 6
增持 109
减持 29
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$57.0M
893,198
-41%
增持
IUSB
ISHARES TR
+$49.0M
3,074,594
+45%
增持
EFV
ISHARES TR
+$48.9M
1,388,678
+138%
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
XLV
SELECT SECTOR SPDR TR
+$24.5M
320,842
+88%
增持
IVW
ISHARES TR
+$21.3M
1,429,126
+14%
减持
IVV
ISHARES TR
-$19.3M
226,236
-17%
增持
ADME
ETF SER SOLUTIONS
+$18.4M
615,557
+168%
增持
AAPL
APPLE INC
+$18.1M
341,617
+17%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$17.5M
342,259
+520%
建仓
VRT
VERTIV HOLDINGS CO
+$17.1M
171,953
建仓
VCRB
VANGUARD MALVERN FDS
+$16.8M
212,335
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$16.2M
203,278
+1784%
增持
QUAL
ISHARES TR
+$16.0M
660,369
+10%
减持
CLSM
EXCHANGE LISTED FDS TR
-$14.9M
4,724,634
-15%
减持
TDSC
EXCHANGE LISTED FDS TR
-$14.3M
5,076,419
-14%
减持
HEFA
ISHARES TR
-$14.2M
76,977
-84%
减持
XLY
SELECT SECTOR SPDR TR
-$14.2M
24,267
-77%
增持
GLD
SPDR GOLD TR
+$14.2M
258,121
+14%
增持
MSFT
MICROSOFT CORP
+$14.0M
143,095
+34%
增持
SHY
ISHARES TR
+$13.9M
371,300
+79%
增持
DYNF
BLACKROCK ETF TRUST
+$13.3M
1,910,887
+10%
增持
SPY
SPDR S&P 500 ETF TR
+$13.1M
192,871
+8%
增持
QQQ
INVESCO QQQ TR
+$12.7M
165,556
+16%
增持
IVE
ISHARES TR
+$12.6M
441,292
+8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$12.6M
424,500
-35%
增持
XLC
SELECT SECTOR SPDR TR
+$12.4M
674,985
+19%
减持
TIP
ISHARES TR
-$12.1M
8,232
-93%
增持
DBND
DOUBLELINE ETF TRUST
+$11.3M
263,745
+872%
减持
XLF
SELECT SECTOR SPDR TR
-$10.9M
799,682
-30%
增持
AGG
ISHARES TR
+$10.9M
194,472
+114%
增持
EMXC
ISHARES INC
+$10.8M
598,711
+37%
减持
BA
BOEING CO
-$10.5M
12,236
-82%
增持
SMH
VANECK ETF TRUST
+$10.3M
157,983
+45%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$9.9M
243,998
+449%
增持
META
META PLATFORMS INC
+$9.7M
51,250
+31%
增持
NVDA
NVIDIA CORPORATION
+$9.5M
529,640
+19%
减持
TDSB
EXCHANGE LISTED FDS TR
-$9.3M
2,861,805
-15%
增持
DMBS
DOUBLELINE ETF TRUST
+$9.1M
204,038
+743%
增持
COST
COSTCO WHSL CORP NEW
+$8.6M
14,642
+183%
增持
LLY
ELI LILLY & CO
+$8.5M
33,055
+44%
增持
XLK
SELECT SECTOR SPDR TR
+$8.4M
240,830
+18%
减持
SSO
PROSHARES TR
-$8.3M
16,678
-86%
减持
MDYG
SPDR SER TR
-$8.1M
5,852
-94%
清仓
MDYV
SPDR SER TR
-$8.0M
0
-100%
增持
—
EXXON MOBIL CORP
+$7.9M
260,181
+32%
增持
—
TWO RDS SHARED TR
+$7.3M
4,835,203
+6%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$7.0M
12,476
-91%
增持
XLI
SELECT SECTOR SPDR TR
+$7.0M
152,428
+36%
增持
MO
ALTRIA GROUP INC
+$6.7M
224,176
+117%
增持
ABBV
ABBVIE INC
+$6.6M
64,877
+79%
增持
BINC
BLACKROCK ETF TRUST II
+$6.5M
519,458
+27%
减持
WISE
THEMES ETF TR
-$6.4M
17,569
-93%
增持
MCD
MCDONALDS CORP
+$6.4M
31,777
+149%
增持
VFQY
VANGUARD WELLINGTON FD
+$6.4M
104,749
+64%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.3M
30,621
+60%
增持
ALL
ALLSTATE CORP
+$6.2M
38,658
+462%
增持
IYW
ISHARES TR
+$6.1M
257,260
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.0M
48,304
+11%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$5.8M
275,058
+262%
增持
LOW
LOWES COS INC
+$5.7M
26,482
+307%
增持
CMI
CUMMINS INC
+$5.7M
18,904
+1197%
增持
KR
KROGER CO
+$5.7M
103,668
+1964%
减持
XLRE
SELECT SECTOR SPDR TR
-$5.7M
15,390
-91%
增持
PSA
PUBLIC STORAGE OPER CO
+$5.7M
17,095
+778%
增持
AVDE
AMERICAN CENTY ETF TR
+$5.4M
360,065
+20%
增持
BABA
ALIBABA GROUP HLDG LTD
+$5.3M
128,352
+11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$5.3M
31,479
增持
ORCL
ORACLE CORP
+$5.2M
131,875
+8%
增持
RTX
RTX CORPORATION
+$5.1M
57,059
+221%
增持
VFMV
VANGUARD WELLINGTON FD
+$5.1M
94,550
+67%
增持
TJX
TJX COS INC NEW
+$5.0M
45,998
+1284%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
54,892
+14%
增持
ZROZ
PIMCO ETF TR
+$4.8M
63,134
+1219%
增持
JPM
JPMORGAN CHASE & CO.
+$4.7M
113,338
+19%
减持
MGK
VANGUARD WORLD FD
-$4.5M
60,556
-21%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.5M
121,229
+56%
增持
PAPR
INNOVATOR ETFS TRUST
+$4.5M
145,344
+582%
增持
SPYV
SPDR SER TR
+$4.5M
113,815
+257%
增持
SO
SOUTHERN CO
+$4.4M
105,001
+61%
增持
DCRE
DOUBLELINE ETF TRUST
+$4.3M
100,078
+499%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$4.3M
168,436
-22%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.3M
252,791
+80%
减持
ALB
ALBEMARLE CORP
-$4.3M
2,700
-94%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$4.2M
417,266
+93%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.2M
176,088
+166%
增持
IAU
ISHARES GOLD TR
+$4.2M
545,151
+5%
减持
PJUN
INNOVATOR ETFS TRUST
-$4.2M
12,629
-90%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$4.2M
311,566
增持
SCHX
SCHWAB STRATEGIC TR
+$4.2M
247,584
+26%
清仓
—
APOLLO TACTICAL INCOME FD IN
-$4.1M
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.1M
83,937
+83%
增持
XAR
SPDR SER TR
+$4.0M
30,850
+416%
增持
HD
HOME DEPOT INC
+$4.0M
20,194
+67%
增持
MSTR
MICROSTRATEGY INC
+$4.0M
120,970
+915%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
279,261
+22%
增持
BALT
INNOVATOR ETFS TRUST
+$4.0M
219,094
+136%
增持
ADFI
TWO RDS SHARED TR
+$3.9M
4,950,587
+6%
增持
STOT
SSGA ACTIVE TR
+$3.7M
95,685
+454%
减持
VUG
VANGUARD INDEX FDS
-$3.7M
68,720
-15%
增持
TLT
ISHARES TR
+$3.6M
378,301
+3%
增持
—
ACCENTURE PLC IRELAND
+$3.5M
68,894
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.4M
457,446
+8%
增持
IWM
ISHARES TR
+$3.1M
22,501
+140%
减持
ICF
ISHARES TR
+$3.0M
386,985
-1%
增持
MBB
ISHARES TR
+$3.0M
318,530
+6%
增持
ZALT
INNOVATOR ETFS TRUST
+$3.0M
121,649
+480%
减持
SHV
ISHARES TR
-$3.0M
464,091
-6%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
78,362
+9%
减持
CALF
PACER FDS TR
-$2.9M
100,264
-42%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.8M
19,034
+428%
减持
PJUL
INNOVATOR ETFS TRUST
-$2.8M
56,867
-57%
增持
CAPE
DOUBLELINE ETF TRUST
+$2.7M
140,309
+172%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.7M
46,047
+594%
清仓
JANJ
INNOVATOR ETFS TRUST
-$2.6M
0
-100%
增持
NOBL
PROSHARES TR
+$2.6M
44,051
+103%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.6M
229,398
+27%
减持
EFG
ISHARES TR
+$2.6M
676,196
-1%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
25,422
+12%
增持
LMT
LOCKHEED MARTIN CORP
+$2.6M
17,704
+6%
增持
TSLA
TESLA INC
+$2.5M
34,694
+5%
增持
DGRW
WISDOMTREE TR
+$2.5M
63,083
+77%
增持
DTD
WISDOMTREE TR
+$2.4M
62,660
+85%
减持
IWO
ISHARES TR
-$2.4M
1,419
-87%
增持
V
VISA INC
+$2.4M
49,994
+15%
增持
SPBO
SPDR SER TR
+$2.3M
86,074
+909%
增持
SPHY
SPDR SER TR
+$2.3M
112,120
+577%
减持
SPTM
SPDR SER TR
-$2.3M
6,142
-85%
增持
AVSC
AMERICAN CENTY ETF TR
+$2.3M
160,698
+25%
增持
SLV
ISHARES SILVER TR
+$2.2M
411,586
+16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.1M
15,087
-79%
增持
XLP
SELECT SECTOR SPDR TR
+$2.1M
185,956
+7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
37,645
+36%
清仓
JULJ
INNOVATOR ETFS TRUST
-$2.1M
0
-100%
增持
AOR
ISHARES TR
+$2.0M
204,307
+14%
增持
AOM
ISHARES TR
+$2.0M
304,023
+11%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$2.0M
27,333
清仓
UUP
INVESCO DB US DLR INDEX TR
-$1.9M
0
-100%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.9M
18,158
增持
AMZN
AMAZON COM INC
+$1.9M
184,594
+10%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$1.9M
0
-100%
增持
MOAT
VANECK ETF TRUST
+$1.9M
39,099
+76%
增持
BX
BLACKSTONE INC
+$1.8M
42,220
+13%
增持
C
CITIGROUP INC
+$1.8M
261,465
+14%
增持
T
AT&T INC
+$1.8M
292,688
+20%
增持
SPYG
SPDR SER TR
+$1.8M
54,423
+60%
增持
CRM
SALESFORCE INC
+$1.8M
31,721
+18%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
282,319
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
174,072
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
30,301
+6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.7M
68,994
+15%
