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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 12
增持 105
减持 27
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MTUM
ISHARES TR
+$33.4M
225,033
+246%
减持
ADME
ETF SER SOLUTIONS
-$27.2M
26,234
-96%
增持
QQQ
INVESCO QQQ TR
+$19.5M
196,185
+19%
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
UUP
INVESCO DB US DLR INDEX TR
+$18.9M
643,993
减持
AGG
ISHARES TR
-$18.2M
15,794
-92%
减持
BIL
SPDR SER TR
-$17.6M
703,960
-21%
减持
TDSC
EXCHANGE LISTED FDS TR
-$17.4M
4,570,536
-10%
减持
IUSB
ISHARES TR
-$16.4M
2,841,707
-8%
减持
SHY
ISHARES TR
-$16.1M
180,117
-51%
增持
NVDA
NVIDIA CORPORATION
+$14.9M
589,546
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$14.8M
214,102
+11%
增持
VUG
VANGUARD INDEX FDS
+$14.4M
99,439
+45%
减持
CLSM
EXCHANGE LISTED FDS TR
-$13.7M
4,279,429
-9%
减持
ELV
ELEVANCE HEALTH INC
-$13.2M
5,176
-82%
增持
XLC
SELECT SECTOR SPDR TR
+$12.8M
762,151
+13%
增持
EFG
ISHARES TR
+$12.6M
881,449
+30%
增持
AMZN
AMAZON COM INC
+$12.2M
212,522
+15%
增持
AAPL
APPLE INC
+$11.3M
363,124
+6%
建仓
MDYV
SPDR SER TR
+$11.3M
140,733
增持
MDYG
SPDR SER TR
+$11.1M
133,530
+2182%
增持
GOOGL
ALPHABET INC
+$10.5M
183,230
+25%
增持
MSFT
MICROSOFT CORP
+$10.4M
170,860
+19%
增持
IVW
ISHARES TR
+$9.8M
1,444,022
+1%
增持
—
TWO RDS SHARED TR
+$9.6M
999,203
+2047%
减持
MSTR
MICROSTRATEGY INC
+$9.5M
103,098
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$9.3M
273,696
+14%
增持
IVV
ISHARES TR
+$9.2M
237,301
+5%
减持
ABBV
ABBVIE INC
-$9.1M
20,739
-68%
减持
TDSB
EXCHANGE LISTED FDS TR
-$9.1M
2,578,594
-10%
建仓
APO
APOLLO GLOBAL MGMT INC
+$8.5M
51,642
增持
IWM
ISHARES TR
+$8.4M
60,660
+170%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$7.7M
0
-100%
减持
—
TWO RDS SHARED TR
-$7.5M
34,823
-94%
建仓
SEPM
FIRST TR EXCHNG TRADED FD VI
+$7.5M
249,744
增持
SMH
VANECK ETF TRUST
+$7.4M
190,825
+21%
增持
XLF
SELECT SECTOR SPDR TR
+$7.2M
898,126
+12%
增持
IVE
ISHARES TR
+$7.2M
493,316
+12%
增持
ITOT
ISHARES TR
+$6.9M
63,249
+539%
增持
JPM
JPMORGAN CHASE & CO.
+$6.9M
128,304
+13%
增持
COWZ
PACER FDS TR
+$6.7M
798,210
+20%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$6.7M
297,600
+18%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.6M
798,986
+35%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$6.5M
216,405
+28%
增持
C
CITIGROUP INC
+$6.1M
319,669
+22%
增持
DYNF
BLACKROCK ETF TRUST
+$6.0M
1,960,908
+3%
清仓
IGEB
ISHARES TR
-$5.8M
0
-100%
增持
IWO
ISHARES TR
+$5.6M
20,956
+1377%
减持
SHV
ISHARES TR
-$5.6M
415,611
-10%
增持
TSLA
TESLA INC
+$5.5M
36,101
+4%
增持
VTV
VANGUARD INDEX FDS
+$5.4M
57,614
+129%
建仓
LRCX
LAM RESEARCH CORP
+$5.1M
70,986
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$5.0M
655,275
+57%
增持
QUAL
ISHARES TR
+$5.0M
692,942
+5%
增持
ORCL
ORACLE CORP
+$5.0M
164,593
+25%
减持
PEP
PEPSICO INC
-$4.9M
14,930
-65%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$4.9M
143,835
+26%
增持
SSO
PROSHARES TR
+$4.9M
68,760
+312%
清仓
—
LAM RESEARCH CORP
-$4.8M
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
+$4.7M
42,804
+76%
增持
V
VISA INC
+$4.5M
57,718
+15%
增持
HYDB
ISHARES TR
+$4.3M
102,546
+894%
增持
MMM
3M CO
+$4.3M
37,432
+792%
增持
LNG
CHENIERE ENERGY INC
+$4.2M
68,652
+18%
增持
CAPE
DOUBLELINE ETF TRUST
+$4.2M
279,300
+99%
减持
ZROZ
PIMCO ETF TR
-$4.2M
14,566
-77%
增持
AVGO
BROADCOM INC
+$4.2M
37,289
+44%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$4.2M
359,110
-15%
增持
MCK
MCKESSON CORP
+$4.0M
24,621
+21%
增持
VRT
VERTIV HOLDINGS CO
+$4.0M
185,512
+8%
增持
META
META PLATFORMS INC
+$4.0M
56,875
+11%
减持
DBND
DOUBLELINE ETF TRUST
-$3.9M
189,587
-28%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.9M
8,315
+361%
减持
VCRB
VANGUARD MALVERN FDS
-$3.8M
171,100
-19%
增持
MA
MASTERCARD INCORPORATED
+$3.6M
30,593
+20%
增持
—
TWO RDS SHARED TR
+$3.6M
4,959,183
+3%
增持
CRM
SALESFORCE INC
+$3.5M
36,473
+15%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$3.4M
107,253
+229%
增持
MBB
ISHARES TR
+$3.4M
370,039
+16%
增持
GLD
SPDR GOLD TR
+$3.3M
272,812
+6%
增持
MGK
VANGUARD WORLD FD
+$3.2M
66,189
+9%
减持
—
TWO RDS SHARED TR
-$3.2M
37,890
-87%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.1M
60,752
+68%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
27,094
+140%
减持
RPHS
TWO RDS SHARED TR
-$3.1M
4,570,703
-4%
增持
BINC
BLACKROCK ETF TRUST II
+$3.1M
593,293
+14%
减持
DMBS
DOUBLELINE ETF TRUST
-$3.0M
151,368
-26%
增持
NVO
NOVO-NORDISK A S
-$3.0M
154,404
+13%
增持
XLI
SELECT SECTOR SPDR TR
+$2.9M
178,778
+17%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
68,805
+11%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
86,544
+10%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.9M
57,779
-45%
增持
WMT
WALMART INC
+$2.9M
92,752
+36%
增持
FLRT
PACER FDS TR
+$2.8M
873,558
+7%
增持
CWB
SPDR SER TR
+$2.7M
42,037
+502%
增持
IMCG
ISHARES TR
+$2.7M
38,006
+1241%
增持
MS
MORGAN STANLEY
+$2.6M
71,945
+17%
增持
SO
SOUTHERN CO
+$2.6M
146,632
+40%
增持
COIN
COINBASE GLOBAL INC
+$2.6M
13,614
+198%
增持
IAU
ISHARES GOLD TR
+$2.6M
598,862
+10%
建仓
—
ARQIT QUANTUM INC
+$2.5M
933,000
建仓
ONEQ
FIDELITY COMWLTH TR
+$2.5M
32,520
增持
PANW
PALO ALTO NETWORKS INC
+$2.4M
62,163
+137%
增持
EMXC
ISHARES INC
+$2.3M
701,847
+17%
建仓
VBR
VANGUARD INDEX FDS
+$2.3M
11,645
建仓
MGV
VANGUARD WORLD FD
+$2.3M
18,407
增持
WMB
WILLIAMS COS INC
+$2.3M
162,799
+14%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
375,482
+17%
增持
—
ASML HOLDING N V
+$2.2M
26,322
+37%
增持
DCMT
DOUBLELINE ETF TRUST
+$2.2M
614,742
+15%
增持
VOE
VANGUARD INDEX FDS
+$2.2M
16,003
+523%
增持
IWY
ISHARES TR
+$2.2M
21,851
+61%
增持
CVX
CHEVRON CORP NEW
+$2.1M
141,082
+13%
增持
BX
BLACKSTONE INC
+$2.1M
49,666
+18%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
16,445
+12%
建仓
AVLV
AMERICAN CENTY ETF TR
+$2.1M
31,192
增持
MO
ALTRIA GROUP INC
+$2.1M
258,610
+15%
增持
DFVE
DOUBLELINE ETF TRUST
+$2.1M
115,929
+173%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$2.0M
34,465
增持
SCHX
SCHWAB STRATEGIC TR
+$2.0M
810,412
+227%
增持
ICVT
ISHARES TR
+$2.0M
76,754
+42%
增持
SRE
SEMPRA
+$2.0M
86,390
+29%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
清仓
LGLV
SPDR SER TR
-$1.9M
0
-100%
建仓
NET
CLOUDFLARE INC
+$1.9M
17,285
减持
SPYG
SPDR SER TR
-$1.8M
30,803
-43%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
278,995
+22%
增持
AOM
ISHARES TR
+$1.8M
356,996
+17%
增持
ADBE
ADOBE INC
+$1.8M
36,009
+31%
增持
—
EXXON MOBIL CORP
+$1.8M
299,874
+15%
减持
XAR
SPDR SER TR
-$1.8M
18,687
-39%
增持
BTI
BRITISH AMERN TOB PLC
+$1.7M
198,659
+33%
增持
RTX
RTX CORPORATION
+$1.7M
74,618
+31%
增持
—
TRANE TECHNOLOGIES PLC
+$1.7M
6,192
+324%
增持
EFV
ISHARES TR
+$1.7M
1,554,907
+12%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
38,116
+26%
增持
GILD
GILEAD SCIENCES INC
+$1.7M
63,082
+27%
增持
VGT
VANGUARD WORLD FD
+$1.6M
10,358
+27%
减持
—
TWO RDS SHARED TR
-$1.6M
266,834
-38%
增持
SLV
ISHARES SILVER TR
+$1.6M
505,855
+23%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.6M
0
-100%
增持
XLSR
SSGA ACTIVE TR
+$1.6M
181,254
+16%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.6M
22,466
-51%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
63,329
+21%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
121,770
+73%
增持
T
AT&T INC
+$1.5M
348,019
+19%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
366,409
+337%
增持
ARCC
ARES CAPITAL CORP
+$1.4M
294,528
+23%
减持
IYW
ISHARES TR
+$1.4M
253,382
-2%
增持
AOR
ISHARES TR
+$1.4M
235,772
+15%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.4M
5,926
+124%
