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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 74
减持 54
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
VOX
VANGUARD WORLD FD
+$57.1M
384,758
减持
QQQ
INVESCO QQQ TR
-$46.7M
114,245
-42%
减持
XLK
SELECT SECTOR SPDR TR
-$45.4M
88,216
-68%
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。
减持
XLV
SELECT SECTOR SPDR TR
-$45.1M
44,890
-88%
减持
SMH
VANECK ETF TRUST
-$45.1M
5,377
-97%
增持
IGV
ISHARES TR
+$44.9M
518,849
+4062%
建仓
IYG
ISHARES TR
+$38.1M
484,931
建仓
ARKW
ARK ETF TR
+$36.0M
380,699
减持
XLF
SELECT SECTOR SPDR TR
-$34.8M
172,803
-81%
减持
EFG
ISHARES TR
-$32.1M
532,070
-40%
增持
TLH
ISHARES TR
+$31.7M
354,097
+599%
增持
MTUM
ISHARES TR
+$27.6M
366,930
+63%
建仓
VCR
VANGUARD WORLD FD
+$24.2M
74,322
减持
SCHA
SCHWAB STRATEGIC TR
-$23.7M
33,062
-97%
减持
—
ACCENTURE PLC IRELAND
-$23.4M
2,064
-97%
增持
OEF
ISHARES TR
+$22.7M
114,870
+297%
增持
GS
GOLDMAN SACHS GROUP INC
+$21.4M
47,923
+476%
增持
SPY
SPDR S&P 500 ETF TR
+$21.2M
262,209
+22%
增持
VDC
VANGUARD WORLD FD
+$20.7M
96,509
+4709%
增持
HEFA
ISHARES TR
+$20.6M
644,647
+696%
减持
XLI
SELECT SECTOR SPDR TR
-$19.4M
31,682
-82%
增持
MS
MORGAN STANLEY
+$17.8M
230,348
+220%
增持
XLY
SELECT SECTOR SPDR TR
+$17.8M
138,759
+224%
增持
ISRG
INTUITIVE SURGICAL INC
+$17.3M
36,103
+3012%
增持
IEMG
ISHARES INC
+$16.3M
704,555
+69%
增持
IYC
ISHARES TR
+$16.0M
189,649
+2406%
建仓
SMLF
ISHARES TR
+$15.9M
256,326
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$15.8M
175,884
+5519%
建仓
HOOD
ROBINHOOD MKTS INC
+$15.7M
377,857
减持
UUP
INVESCO DB US DLR INDEX TR
-$15.4M
123,054
-81%
减持
XLP
SELECT SECTOR SPDR TR
-$15.3M
6,623
-97%
减持
TLT
ISHARES TR
-$14.9M
238,795
-43%
减持
ADBE
ADOBE INC
-$14.6M
3,793
-89%
增持
AGG
ISHARES TR
+$14.2M
158,877
+906%
增持
SCHD
SCHWAB STRATEGIC TR
+$14.1M
643,093
+350%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$13.8M
230,626
+927%
减持
COWZ
PACER FDS TR
-$13.3M
581,278
-27%
减持
VUG
VANGUARD INDEX FDS
-$13.2M
74,556
-25%
建仓
CIEN
CIENA CORP
+$13.0M
214,682
减持
NVO
NOVO-NORDISK A S
-$12.6M
9,774
-94%
减持
MGK
VANGUARD WORLD FD
-$12.6M
32,936
-50%
减持
MCK
MCKESSON CORP
-$12.4M
2,431
-90%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$12.3M
195,221
减持
GLD
SPDR GOLD TR
+$11.9M
270,684
-1%
减持
MSFT
MICROSOFT CORP
-$11.5M
161,344
-6%
增持
IUSB
ISHARES TR
+$11.4M
3,034,964
+7%
增持
BIL
SPDR SER TR
+$11.4M
825,833
+17%
建仓
LGLV
SPDR SER TR
+$11.2M
64,248
增持
IWF
ISHARES TR
+$11.0M
41,324
+321%
减持
EFV
ISHARES TR
-$10.9M
1,199,297
-23%
增持
IVE
ISHARES TR
+$10.8M
550,534
+12%
减持
CVX
CHEVRON CORP NEW
-$10.5M
59,106
-58%
建仓
EFAV
ISHARES TR
+$10.4M
133,840
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$9.2M
153,612
+373%
增持
IAU
ISHARES GOLD TR
+$9.0M
655,533
+9%
增持
BABA
ALIBABA GROUP HLDG LTD
+$8.9M
166,944
+7%
减持
—
EXXON MOBIL CORP
-$8.9M
196,547
-34%
减持
TDSC
EXCHANGE LISTED FDS TR
-$8.7M
4,146,493
-9%
增持
AAPL
APPLE INC
-$8.5M
371,159
+2%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$8.3M
162,319
-25%
减持
LMT
LOCKHEED MARTIN CORP
-$8.1M
5,174
-76%
增持
IVV
ISHARES TR
+$7.9M
262,634
+11%
减持
SPMD
SPDR SER TR
-$7.8M
4,469
-97%
减持
NVS
NOVARTIS AG
-$7.8M
8,013
-91%
减持
IFRA
ISHARES TR
-$7.6M
11,177
-94%
清仓
SEPM
FIRST TR EXCHNG TRADED FD VI
-$7.5M
0
-100%
增持
VRT
VERTIV HOLDINGS CO
-$7.4M
188,796
+2%
减持
FCX
FREEPORT-MCMORAN INC
-$7.3M
10,730
-95%
增持
KMI
KINDER MORGAN INC DEL
+$7.3M
297,667
+563%
清仓
BTI
BRITISH AMERN TOB PLC
-$7.2M
0
-100%
增持
LLY
ELI LILLY & CO
+$7.0M
43,194
+16%
减持
IWM
ISHARES TR
-$6.8M
32,926
-46%
增持
CRM
SALESFORCE INC
+$6.8M
70,775
+94%
增持
KO
COCA COLA CO
+$6.7M
149,517
+134%
增持
DYNF
BLACKROCK ETF TRUST
+$6.6M
2,197,268
+12%
增持
JAAA
JANUS DETROIT STR TR
+$6.6M
180,536
+262%
建仓
VFLO
VICTORY PORTFOLIOS II
+$6.3M
183,524
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$6.1M
0
-100%
增持
EMR
EMERSON ELEC CO
+$6.0M
61,483
+1000%
减持
XLC
SELECT SECTOR SPDR TR
-$5.9M
703,448
-8%
建仓
THRO
BLACKROCK ETF TRUST
+$5.7M
180,022
减持
CLSM
EXCHANGE LISTED FDS TR
-$5.6M
3,902,361
-9%
减持
IWO
ISHARES TR
-$5.6M
1,823
-91%
减持
SSO
PROSHARES TR
-$5.5M
10,045
-85%
减持
MRK
MERCK & CO INC
-$5.1M
24,266
-67%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.1M
196,787
+375%
增持
QUAL
ISHARES TR
+$5.0M
751,386
+8%
增持
JPM
JPMORGAN CHASE & CO.
+$5.0M
145,741
+14%
增持
C
CITIGROUP INC
+$4.8M
384,290
+20%
增持
GOOGL
ALPHABET INC
-$4.7M
193,624
+6%
增持
VFMV
VANGUARD WELLINGTON FD
+$4.7M
133,637
+32%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$4.7M
115,417
增持
RTX
RTX CORPORATION
+$4.7M
100,786
+35%
建仓
FSTA
FIDELITY COVINGTON TRUST
+$4.6M
90,365
增持
TSLA
TESLA INC
-$4.6M
38,692
+7%
建仓
SFLO
VICTORY PORTFOLIOS II
+$4.5M
182,750
减持
CALF
PACER FDS TR
-$4.3M
11,350
-90%
增持
IEF
ISHARES TR
+$4.3M
81,275
+115%
减持
CCI
CROWN CASTLE INC
-$4.2M
2,246
-95%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$4.1M
111,018
+287%
增持
—
TWO RDS SHARED TR
+$4.0M
1,383,984
+39%
减持
TDSB
EXCHANGE LISTED FDS TR
-$3.6M
2,347,417
-9%
增持
T
AT&T INC
+$3.6M
406,399
+17%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$3.5M
241,841
-19%
增持
IVW
ISHARES TR
+$3.4M
1,616,055
+12%
增持
WMT
WALMART INC
+$3.3M
133,149
+44%
增持
SLV
ISHARES SILVER TR
+$3.3M
535,674
+6%
增持
AOM
ISHARES TR
+$3.2M
426,954
+20%
增持
FLRT
PACER FDS TR
+$3.2M
950,130
+9%
增持
ICOW
PACER FDS TR
+$3.2M
197,925
+89%
增持
—
ARQIT QUANTUM INC
+$3.1M
2,772,064
+197%
减持
VHT
VANGUARD WORLD FD
-$3.1M
1,048
-92%
清仓
XAR
SPDR SER TR
-$3.1M
0
-100%
增持
WMB
WILLIAMS COS INC
+$3.1M
198,907
+22%
增持
FLOT
ISHARES TR
+$3.0M
82,046
+264%
增持
SO
SOUTHERN CO
+$3.0M
164,123
+12%
增持
FDLO
FIDELITY COVINGTON TRUST
+$2.9M
65,871
+282%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.9M
917,606
+15%
减持
KR
KROGER CO
-$2.9M
51,739
-51%
增持
PM
PHILIP MORRIS INTL INC
+$2.9M
35,067
+57%
减持
CMI
CUMMINS INC
-$2.8M
11,875
-37%
建仓
QBTS
D-WAVE QUANTUM INC
+$2.8M
370,392
增持
V
VISA INC
+$2.8M
60,020
+4%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.8M
415,047
+3%
增持
ADFI
TWO RDS SHARED TR
+$2.8M
5,371,907
+5%
减持
IWY
ISHARES TR
-$2.7M
11,606
-47%
增持
MBB
ISHARES TR
+$2.7M
390,333
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$2.6M
639,646
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.6M
968,876
+20%
减持
CWB
SPDR SER TR
-$2.6M
8,975
-79%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
44,001
+15%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
100,572
+16%
减持
IMCG
ISHARES TR
-$2.5M
5,153
-86%
减持
VOO
VANGUARD INDEX FDS
-$2.5M
52,337
-4%
清仓
ONEQ
FIDELITY COMWLTH TR
-$2.5M
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW
-$2.5M
18,047
-43%
减持
LOW
LOWES COS INC
-$2.4M
17,850
-33%
增持
AVGO
BROADCOM INC
-$2.3M
37,757
+1%
增持
DCMT
DOUBLELINE ETF TRUST
+$2.3M
667,795
+9%
减持
RPHS
TWO RDS SHARED TR
-$2.2M
4,515,543
-1%
增持
META
META PLATFORMS INC
+$2.2M
61,633
+8%
减持
TJX
TJX COS INC NEW
-$2.2M
28,421
-40%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$2.2M
15,083
-79%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
81,028
+160%
减持
EMGF
ISHARES INC
-$2.2M
131,543
-28%
增持
ICF
ISHARES TR
+$2.1M
466,758
+6%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$2.1M
784,677
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
242,204
+9%
增持
BSJQ
INVESCO EXCH TRD SLF IDX FD
+$2.1M
130,132
+217%
清仓
JMOM
J P MORGAN EXCHANGE TRADED F
-$2.0M
0
-100%
