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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 76
减持 53
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SOXX
ISHARES TR
+$89.4M
330,850
+27471%
减持
SPY
SPDR S&P 500 ETF TR
-$71.8M
162,506
-44%
减持
VOX
VANGUARD WORLD FD
-$65.8M
15,689
-96%
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
OEF
ISHARES TR
+$64.4M
345,218
+108%
减持
EFG
ISHARES TR
-$55.5M
100,549
-83%
增持
BIL
SPDR SERIES TRUST
+$52.4M
1,742,516
+49%
减持
IYW
ISHARES TR
-$49.7M
24,227
-92%
增持
XLC
SELECT SECTOR SPDR TR
+$40.6M
1,007,547
+39%
增持
DYNF
BLACKROCK ETF TRUST
+$39.9M
2,967,800
+19%
增持
BAI
BLACKROCK ETF TRUST
+$39.2M
1,927,784
+109%
建仓
ITA
ISHARES TR
+$34.9M
166,918
增持
IGV
ISHARES TR
+$34.7M
804,624
+52%
减持
COWZ
PACER FDS TR
-$32.6M
28,130
-95%
增持
GLD
SPDR GOLD TR
+$31.4M
291,511
+23%
增持
IVW
ISHARES TR
+$26.5M
1,887,453
+3%
减持
ARKW
ARK ETF TR
-$25.1M
178,626
-53%
增持
HOOD
ROBINHOOD MKTS INC
+$24.1M
434,686
+7%
增持
IVE
ISHARES TR
+$21.8M
724,597
+11%
增持
AAPL
APPLE INC
+$21.4M
400,683
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$21.3M
170,156
+407%
减持
ISRG
INTUITIVE SURGICAL INC
-$20.9M
2,715
-93%
增持
HYG
ISHARES TR
+$20.4M
279,553
+865%
减持
XMMO
INVESCO EXCHANGE TRADED FD T
-$20.3M
5,354
-97%
建仓
GDX
VANECK ETF TRUST
+$19.8M
259,220
减持
IYC
ISHARES TR
-$19.1M
7,554
-96%
增持
DFAC
DIMENSIONAL ETF TRUST
+$19.1M
699,126
+218%
减持
QQQ
INVESCO QQQ TR
-$18.8M
117,192
-27%
增持
IEMG
ISHARES INC
+$17.7M
1,534,313
+10%
增持
ORCL
ORACLE CORP
+$17.2M
226,605
+7%
减持
SCHX
SCHWAB STRATEGIC TR
-$16.7M
377,989
-65%
增持
CIEN
CIENA CORP
+$16.3M
246,846
+2%
建仓
COWG
PACER FDS TR
+$16.3M
447,748
增持
GOOGL
ALPHABET INC
+$16.2M
219,440
+4%
增持
BABA
ALIBABA GROUP HLDG LTD
+$14.6M
197,512
+8%
减持
MTUM
ISHARES TR
-$14.3M
257,073
-23%
减持
SHY
ISHARES TR
-$14.3M
158,715
-52%
增持
SLV
ISHARES SILVER TR
+$13.9M
866,655
+24%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$13.9M
92,453
-73%
减持
FBND
FIDELITY MERRIMACK STR TR
-$13.5M
24,654
-92%
减持
TLT
ISHARES TR
-$13.5M
108,569
-59%
增持
VUG
VANGUARD INDEX FDS
+$13.5M
115,063
+21%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.1M
17,355
-72%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$12.9M
179,133
增持
EFV
ISHARES TR
+$12.7M
2,075,754
+3%
增持
C
CITIGROUP INC
+$12.1M
506,705
+10%
增持
SPYM
SPDR SERIES TRUST
+$12.0M
196,404
+320%
减持
APO
APOLLO GLOBAL MGMT INC
-$11.7M
2,549
-97%
清仓
XLSR
SSGA ACTIVE TR
-$11.5M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$10.1M
688,123
-8%
减持
VDC
VANGUARD WORLD FD
-$10.0M
57,375
-44%
减持
KMI
KINDER MORGAN INC DEL
-$9.2M
50,038
-86%
增持
LQD
ISHARES TR
+$9.1M
102,311
+381%
减持
KO
COCA COLA CO
-$9.0M
88,323
-58%
增持
BALT
INNOVATOR ETFS TRUST
+$9.0M
535,146
+99%
增持
MSTR
STRATEGY INC
-$8.9M
110,190
+0%
减持
IYG
ISHARES TR
-$8.7M
385,817
-24%
增持
JPM
JPMORGAN CHASE & CO.
+$8.6M
173,552
+9%
减持
IEF
ISHARES TR
-$8.6M
81,678
-53%
减持
VTI
VANGUARD INDEX FDS
-$8.6M
95,308
-27%
增持
MSFT
MICROSOFT CORP
+$8.6M
181,604
+6%
增持
MS
MORGAN STANLEY
+$8.2M
286,574
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$8.2M
55,626
+9%
减持
TDSC
EXCHANGE LISTED FDS TR
-$8.0M
3,195,426
-13%
增持
THRO
BLACKROCK ETF TRUST
+$7.8M
1,526,018
+9%
建仓
GDXJ
VANECK ETF TRUST
+$7.7M
78,186
增持
VRT
VERTIV HOLDINGS CO
+$7.7M
219,439
+11%
建仓
SIL
GLOBAL X FDS
+$7.6M
105,993
清仓
ICOW
PACER FDS TR
-$7.3M
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$7.3M
467,999
+24%
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$7.3M
0
-100%
增持
TLH
ISHARES TR
+$7.1M
565,829
+12%
增持
—
ASML HOLDING N V
+$7.0M
31,997
+7%
增持
DBND
DOUBLELINE ETF TRUST
+$6.9M
540,715
+37%
减持
MDYG
SPDR SERIES TRUST
-$6.6M
6,366
-92%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$6.3M
533,559
-28%
减持
XLY
SELECT SECTOR SPDR TR
-$6.2M
94,594
-29%
建仓
BLOK
AMPLIFY ETF TR
+$6.0M
89,335
减持
DFAU
DIMENSIONAL ETF TRUST
-$6.0M
38,774
-79%
减持
IVV
ISHARES TR
-$5.8M
74,258
-17%
减持
CLSM
EXCHANGE LISTED FDS TR
-$5.8M
2,971,920
-13%
减持
WMT
WALMART INC
-$5.7M
96,858
-40%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.7M
58,673
+52%
增持
VOO
VANGUARD INDEX FDS
+$5.7M
74,614
+6%
减持
VXUS
VANGUARD STAR FDS
-$5.6M
18,774
-81%
增持
CAPE
DOUBLELINE ETF TRUST
+$5.5M
514,499
+46%
减持
TSLA
TESLA INC
+$5.5M
43,997
-1%
减持
IAU
ISHARES GOLD TR
+$5.4M
815,786
-6%
建仓
GRNY
TIDAL TRUST I
+$5.4M
215,180
清仓
SFLO
VICTORY PORTFOLIOS II
-$5.4M
0
-100%
增持
—
IREN LIMITED
+$5.3M
115,754
+1055%
增持
VFLO
VICTORY PORTFOLIOS II
+$5.2M
329,625
+63%
增持
OKLO
OKLO INC
+$5.2M
82,828
+13%
增持
DFIC
DIMENSIONAL ETF TRUST
+$5.1M
217,189
+236%
清仓
FSTA
FIDELITY COVINGTON TRUST
-$5.1M
0
-100%
减持
QUAL
ISHARES TR
+$4.9M
827,748
-3%
减持
VCR
VANGUARD WORLD FD
-$4.8M
58,940
-24%
增持
DMBS
DOUBLELINE ETF TRUST
+$4.8M
431,365
+27%
减持
SPAB
SPDR SERIES TRUST
-$4.8M
13,317
-93%
减持
TQQQ
PROSHARES TR
-$4.7M
7,354
-89%
增持
AVGO
BROADCOM INC
+$4.6M
49,561
+16%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$4.3M
26,223
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$4.3M
37,343
+1584%
减持
FLRT
PACER FDS TR
-$4.2M
715,619
-11%
增持
QBTS
D-WAVE QUANTUM INC
+$4.2M
410,982
+0%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$4.2M
240,635
+18%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.0M
319,101
+15%
建仓
SCIO
FIRST TR EXCHANGE-TRADED FD
+$4.0M
194,909
增持
RTX
RTX CORPORATION
+$3.9M
115,803
+9%
增持
AOA
ISHARES TR
+$3.9M
151,684
+33%
减持
TDSB
EXCHANGE LISTED FDS TR
-$3.8M
1,807,958
-12%
增持
AMZN
AMAZON COM INC
+$3.7M
258,029
+7%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.7M
220,439
+18%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.7M
453,020
+5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.7M
7,606
-89%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.7M
264,987
+46%
增持
SPDW
SPDR INDEX SHS FDS
+$3.6M
243,477
+45%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$3.5M
112,762
增持
DFVE
DOUBLELINE ETF TRUST
+$3.5M
327,014
+43%
建仓
QTUM
ETF SER SOLUTIONS
+$3.4M
32,476
减持
STOT
SSGA ACTIVE TR
-$3.3M
320,478
-18%
增持
BX
BLACKSTONE INC
+$3.3M
95,083
+10%
增持
MO
ALTRIA GROUP INC
+$3.3M
328,425
+5%
增持
APP
APPLOVIN CORP
+$3.3M
7,995
+12%
建仓
UFO
PROCURE ETF TRUST II
+$3.1M
87,628
减持
PM
PHILIP MORRIS INTL INC
-$3.1M
47,768
-20%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$3.0M
94,617
减持
XLU
SELECT SECTOR SPDR TR
-$2.9M
8,536
-81%
增持
VGT
VANGUARD WORLD FD
+$2.9M
18,499
+13%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.9M
342,201
-13%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.8M
69,376
+522%
增持
IWM
ISHARES TR
+$2.7M
25,472
+59%
增持
SO
SOUTHERN CO
+$2.6M
224,580
+10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
32,432
-61%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.5M
35,454
+13%
建仓
IUSV
ISHARES TR
+$2.5M
24,605
增持
XLE
SELECT SECTOR SPDR TR
+$2.4M
35,306
+315%
增持
SRE
SEMPRA
+$2.4M
136,087
+5%
减持
SPTS
SPDR SERIES TRUST
-$2.3M
97,922
-44%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.3M
32,800
-44%
减持
ADFI
TWO RDS SHARED TR
-$2.2M
4,882,014
-6%
增持
COIN
COINBASE GLOBAL INC
+$2.2M
22,318
+46%
增持
ICF
ISHARES TR
+$2.0M
567,249
+5%
增持
VLO
VALERO ENERGY CORP
+$2.0M
54,634
+1%
减持
MBB
ISHARES TR
-$2.0M
422,372
-6%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
435,539
+6%
增持
EMGF
ISHARES INC
+$1.9M
158,068
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
27,220
+8%
减持
SGOL
ETFS GOLD TR
-$1.9M
9,267
-87%
增持
MA
MASTERCARD INCORPORATED
+$1.9M
36,793
+8%
建仓
BUYW
NORTHERN LTS FD TR IV
+$1.8M
126,317
