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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 7
增持 105
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$92.1M
89,394
-66%
增持
EFV
ISHARES TR
+$57.4M
2,018,261
+68%
增持
IVW
ISHARES TR
+$51.4M
1,829,233
+13%
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
IEMG
ISHARES INC
+$45.4M
1,389,661
+97%
增持
THRO
BLACKROCK ETF TRUST
+$44.3M
1,404,215
+680%
增持
NVDA
NVIDIA CORPORATION
+$40.8M
748,925
+5%
减持
EMXC
ISHARES INC
-$36.8M
32,983
-95%
增持
QQQ
INVESCO QQQ TR
+$35.6M
161,641
+41%
增持
SPY
SPDR S&P 500 ETF TR
+$33.4M
291,477
+11%
增持
BIL
SPDR SERIES TRUST
+$31.8M
1,172,024
+42%
建仓
IAGG
ISHARES TR
+$28.9M
565,990
增持
DYNF
BLACKROCK ETF TRUST
+$28.6M
2,493,174
+13%
增持
QUAL
ISHARES TR
+$27.7M
853,617
+14%
建仓
BAI
BLACKROCK ETF TRUST
+$26.7M
924,155
增持
MSFT
MICROSOFT CORP
+$24.9M
171,900
+7%
增持
IVE
ISHARES TR
+$22.9M
653,970
+19%
增持
HOOD
ROBINHOOD MKTS INC
+$22.5M
407,737
+8%
减持
HEFA
ISHARES TR
-$20.5M
77,035
-88%
增持
ARKW
ARK ETF TR
+$20.2M
381,103
+0%
增持
ORCL
ORACLE CORP
+$19.8M
212,718
+11%
增持
OEF
ISHARES TR
+$19.4M
166,007
+45%
增持
IAU
ISHARES GOLD TR
+$15.3M
864,900
+32%
减持
TDSC
EXCHANGE LISTED FDS TR
-$14.4M
3,657,365
-12%
增持
TLH
ISHARES TR
+$14.4M
503,402
+42%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$14.4M
13,141
-94%
增持
IYW
ISHARES TR
+$14.3M
314,185
+10%
清仓
—
TWO RDS SHARED TR
-$14.2M
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$14.2M
143,973
-78%
增持
VUG
VANGUARD INDEX FDS
+$14.0M
95,030
+27%
增持
IUSB
ISHARES TR
+$13.9M
3,325,866
+10%
增持
EFG
ISHARES TR
+$13.7M
597,452
+12%
增持
MSTR
MICROSTRATEGY INC
+$13.5M
109,762
+3%
增持
SHY
ISHARES TR
+$13.1M
331,122
+92%
增持
VOO
VANGUARD INDEX FDS
+$13.1M
70,448
+35%
增持
VTI
VANGUARD INDEX FDS
+$12.2M
131,132
+30%
增持
C
CITIGROUP INC
+$12.0M
462,049
+20%
减持
AGG
ISHARES TR
-$12.0M
37,828
-76%
增持
VRT
VERTIV HOLDINGS CO
+$11.8M
198,024
+5%
增持
IGV
ISHARES TR
+$11.7M
528,530
+2%
增持
VOX
VANGUARD WORLD FD
+$11.6M
401,827
+4%
清仓
MDYV
SPDR SER TR
-$11.4M
0
-100%
增持
STOT
SSGA ACTIVE TR
+$11.4M
391,299
+158%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$11.2M
3,446
-98%
清仓
LGLV
SPDR SER TR
-$11.2M
0
-100%
减持
IWF
ISHARES TR
-$10.9M
9,438
-77%
增持
XLC
SELECT SECTOR SPDR TR
+$10.8M
724,802
+3%
增持
META
META PLATFORMS INC
+$10.5M
62,316
+1%
增持
MS
MORGAN STANLEY
+$10.4M
264,872
+15%
清仓
EFAV
ISHARES TR
-$10.4M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$10.4M
159,070
+9%
增持
DCRE
DOUBLELINE ETF TRUST
+$10.0M
331,830
+138%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.9M
51,033
+6%
减持
—
TWO RDS SHARED TR
+$9.5M
4,963,664
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$9.4M
61,046
+12%
增持
IEF
ISHARES TR
+$8.7M
172,273
+112%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$8.5M
377,630
+21%
增持
DBND
DOUBLELINE ETF TRUST
+$8.2M
393,834
+81%
增持
DMBS
DOUBLELINE ETF TRUST
+$7.9M
338,537
+91%
增持
AMZN
AMAZON COM INC
+$7.8M
241,199
+2%
增持
GOOGL
ALPHABET INC
+$7.2M
210,950
+9%
减持
CLSM
EXCHANGE LISTED FDS TR
-$7.2M
3,432,086
-12%
增持
CIEN
CIENA CORP
+$6.6M
241,189
+12%
减持
FLRT
PACER FDS TR
-$6.6M
801,399
-16%
减持
VTV
VANGUARD INDEX FDS
-$6.4M
22,513
-62%
减持
TDSB
EXCHANGE LISTED FDS TR
-$6.3M
2,062,721
-12%
增持
SLV
ISHARES SILVER TR
+$6.2M
696,240
+30%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.2M
90,382
+25%
减持
MTUM
ISHARES TR
+$6.0M
333,729
-9%
增持
—
ASML HOLDING N V
+$5.8M
29,926
+9%
减持
GLD
SPDR GOLD TR
-$5.8M
236,863
-12%
增持
SHV
ISHARES TR
+$5.7M
462,863
+13%
增持
BINC
BLACKROCK ETF TRUST II
+$5.6M
739,581
+16%
增持
MBB
ISHARES TR
+$5.6M
449,204
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.6M
55,990
+27%
增持
AVGO
BROADCOM INC
+$5.5M
42,808
+13%
增持
SCHX
SCHWAB STRATEGIC TR
+$5.3M
1,092,428
+13%
增持
PM
PHILIP MORRIS INTL INC
+$5.3M
59,412
+69%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.2M
137,689
+288%
增持
IYG
ISHARES TR
+$5.2M
505,496
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
166,759
+93%
增持
UDEC
INNOVATOR ETFS TRUST
+$5.1M
153,632
+863%
增持
DMX
DOUBLELINE ETF TRUST
+$4.8M
134,630
+241%
增持
STIP
ISHARES TR
+$4.7M
60,836
+303%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$4.7M
512,190
-31%
增持
TQQQ
PROSHARES TR
+$4.7M
66,198
+358%
增持
AVDE
AMERICAN CENTY ETF TR
+$4.5M
432,815
+4%
增持
VGT
VANGUARD WORLD FD
+$4.5M
16,422
+39%
增持
AOM
ISHARES TR
+$4.4M
502,887
+18%
增持
MDLZ
MONDELEZ INTL INC
+$4.2M
72,306
+666%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.2M
40,610
+12%
增持
ICF
ISHARES TR
+$4.2M
538,030
+15%
减持
HYDB
ISHARES TR
-$4.2M
55,174
-62%
增持
KO
COCA COLA CO
+$4.1M
209,388
+40%
增持
V
VISA INC
+$4.1M
70,790
+18%
增持
TSLA
TESLA INC
+$4.0M
44,302
+14%
增持
WMT
WALMART INC
+$4.0M
160,730
+21%
增持
BX
BLACKSTONE INC
+$4.0M
86,341
+35%
增持
VCR
VANGUARD WORLD FD
+$4.0M
77,743
+5%
减持
MDYG
SPDR SERIES TRUST
-$4.0M
83,255
-41%
减持
—
EXXON MOBIL CORP
-$3.8M
181,884
-7%
增持
MO
ALTRIA GROUP INC
+$3.7M
313,541
+28%
增持
WMB
WILLIAMS COS INC
+$3.7M
248,467
+25%
增持
SO
SOUTHERN CO
+$3.6M
203,309
+24%
清仓
—
TWO RDS SHARED TR
-$3.6M
0
-100%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$3.5M
49,801
+217%
增持
PANW
PALO ALTO NETWORKS INC
+$3.4M
74,453
+8%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.4M
30,116
-48%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.3M
84,606
+34%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.3M
277,590
+15%
增持
QBTS
D-WAVE QUANTUM INC
+$3.2M
409,225
+10%
增持
IYC
ISHARES TR
+$3.2M
199,897
+5%
减持
IWM
ISHARES TR
-$3.1M
16,063
-51%
增持
EMR
EMERSON ELEC CO
+$3.0M
73,268
+19%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.0M
39,084
+66%
减持
UUP
INVESCO DB US DLR INDEX TR
-$3.0M
19,121
-84%
增持
AMGN
AMGEN INC
+$3.0M
38,335
+55%
建仓
EXR
EXTRA SPACE STORAGE INC
+$3.0M
20,259
建仓
TROW
PRICE T ROWE GROUP INC
+$3.0M
30,822
增持
HD
HOME DEPOT INC
+$3.0M
25,157
+47%
增持
OKLO
OKLO INC
+$2.9M
72,996
+39%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.9M
138,945
+31%
增持
WEC
WEC ENERGY GROUP INC
+$2.9M
41,280
+232%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
11,451
-58%
减持
XLK
SELECT SECTOR SPDR TR
-$2.9M
60,524
-31%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
409,139
+12%
增持
AOA
ISHARES TR
+$2.8M
113,741
+30%
减持
TJX
TJX COS INC NEW
-$2.8M
5,296
-81%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.8M
18,087
-78%
增持
SRE
SEMPRA
+$2.7M
129,930
+30%
增持
EMTL
SSGA ACTIVE TR
+$2.7M
115,315
+118%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.7M
941,302
+3%
增持
AOR
ISHARES TR
+$2.7M
288,432
+10%
建仓
IJS
ISHARES TR
+$2.7M
26,761
增持
NFLX
NETFLIX INC
+$2.6M
5,173
+12%
减持
COIN
COINBASE GLOBAL INC
+$2.6M
15,335
-4%
增持
—
MEDTRONIC PLC
+$2.6M
46,572
+184%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.6M
163,585
+1%
建仓
RKLB
ROCKET LAB CORP
+$2.6M
71,385
减持
XLV
SELECT SECTOR SPDR TR
-$2.6M
29,693
-34%
减持
DCMT
DOUBLELINE ETF TRUST
-$2.5M
598,856
-10%
增持
CAPE
DOUBLELINE ETF TRUST
+$2.5M
352,924
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.5M
336,502
+16%
减持
MMM
3M CO
-$2.5M
5,626
-75%
减持
PSA
PUBLIC STORAGE OPER CO
-$2.5M
2,561
-76%
增持
CRM
SALESFORCE INC
+$2.5M
78,663
+11%
建仓
IBND
SPDR SERIES TRUST
+$2.4M
74,608
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$2.4M
204,669
+5%
增持
COWZ
PACER FDS TR
+$2.4M
621,048
+7%
增持
SPTS
SPDR SERIES TRUST
+$2.4M
175,424
+86%
减持
MGV
VANGUARD WORLD FD
-$2.3M
2,068
-90%
