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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 90
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
AEMS
TWO RDS SHARED TR
+$119.6M
11,532,559
减持
IGV
ISHARES TR
-$91.4M
10,732
-99%
减持
BIL
SPDR SERIES TRUST
-$76.5M
912,502
-48%
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
IVE
ISHARES TR
+$62.8M
1,001,643
+38%
减持
QUAL
ISHARES TR
-$54.5M
536,023
-35%
建仓
IHE
ISHARES TR
+$54.5M
642,617
增持
ARKW
ARK ETF TR
+$48.2M
537,572
+201%
增持
IEMG
ISHARES INC
+$42.1M
2,131,471
+39%
增持
DFAC
DIMENSIONAL ETF TRUST
+$35.6M
1,579,638
+126%
增持
MTUM
ISHARES TR
+$34.3M
400,402
+56%
减持
IYG
ISHARES TR
-$34.1M
5,757
-99%
增持
SOXX
ISHARES TR
+$32.6M
406,107
+23%
增持
DCOR
DIMENSIONAL ETF TRUST
+$25.4M
519,915
+190%
增持
CIEN
CIENA CORP
+$24.4M
258,283
+5%
增持
GOOGL
ALPHABET INC
+$23.7M
246,019
+12%
增持
BALT
INNOVATOR ETFS TRUST
+$23.5M
1,226,639
+129%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$22.9M
230,535
-75%
减持
VCR
VANGUARD WORLD FD
-$22.9M
1,228
-98%
增持
IVW
ISHARES TR
+$22.6M
2,032,167
+8%
增持
DYNF
BLACKROCK ETF TRUST
+$20.9M
3,233,351
+9%
增持
QQQ
INVESCO QQQ TR
+$20.0M
147,134
+26%
增持
LLY
ELI LILLY & CO
+$19.5M
54,997
+6%
增持
XLC
SELECT SECTOR SPDR TR
+$19.0M
1,174,286
+17%
减持
SLV
ISHARES SILVER TR
+$17.9M
847,369
-2%
建仓
IHI
ISHARES TR
+$17.8M
285,784
建仓
FIG
FIGMA INC
+$17.5M
468,166
增持
—
TWO RDS SHARED TR
-$16.5M
4,677,074
+0%
建仓
VALE
VALE S A
+$16.5M
1,264,002
清仓
XISE
FIRST TR EXCHNG TRADED FD VI
-$16.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$15.4M
770,937
+12%
增持
C
CITIGROUP INC
+$14.2M
562,518
+11%
增持
DFIC
DIMENSIONAL ETF TRUST
+$14.0M
613,176
+182%
增持
OEF
ISHARES TR
+$13.6M
374,545
+8%
减持
SHV
ISHARES TR
-$13.3M
356,543
-25%
增持
XLU
SELECT SECTOR SPDR TR
+$13.1M
324,853
+3706%
增持
PNOV
INNOVATOR ETFS TRUST
+$13.0M
347,940
+808%
建仓
BHP
BHP GROUP LTD
+$12.5M
207,331
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$12.2M
27,434
+1240%
增持
MLPA
GLOBAL X FDS
+$12.1M
254,505
+4706%
减持
EFV
ISHARES TR
-$11.9M
1,805,445
-13%
增持
AAPL
APPLE INC
+$11.7M
418,362
+4%
减持
VDC
VANGUARD WORLD FD
-$11.6M
2,997
-95%
增持
PM
PHILIP MORRIS INTL INC
+$11.6M
120,601
+152%
增持
ORCL
ORACLE CORP
-$11.5M
268,190
+18%
增持
STOT
SSGA ACTIVE TR
+$11.1M
556,630
+74%
增持
MS
MORGAN STANLEY
+$10.8M
317,190
+11%
增持
DCRE
DOUBLELINE ETF TRUST
+$10.5M
521,381
+64%
减持
TDSC
EXCHANGE LISTED FDS TR
-$10.0M
2,791,765
-13%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.8M
61,538
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$9.0M
39,233
-24%
建仓
EWJ
ISHARES INC
+$8.6M
106,569
减持
CLSM
EXCHANGE LISTED FDS TR
-$7.9M
2,603,444
-12%
减持
GDX
VANECK ETF TRUST
-$7.7M
141,421
-45%
增持
VRT
VERTIV HOLDINGS CO
+$7.5M
250,402
+14%
增持
DBND
DOUBLELINE ETF TRUST
+$7.3M
700,920
+30%
增持
JPM
JPMORGAN CHASE & CO.
+$7.3M
192,556
+11%
增持
DMBS
DOUBLELINE ETF TRUST
+$7.2M
576,507
+34%
增持
IAU
ISHARES GOLD TR
+$7.1M
818,322
+0%
建仓
EWY
ISHARES INC
+$6.9M
70,774
增持
—
ASML HOLDING N V
+$6.8M
35,290
+10%
减持
PDEC
INNOVATOR ETFS TRUST
-$6.7M
46,156
-78%
增持
AMZN
AMAZON COM INC
+$6.7M
274,547
+6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$6.5M
305,395
+171%
增持
XLE
SELECT SECTOR SPDR TR
+$6.2M
210,098
+495%
建仓
SYSB
ISHARES TR
+$6.1M
68,148
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$6.1M
151,266
-37%
增持
THRO
BLACKROCK ETF TRUST
+$6.0M
1,653,979
+8%
增持
IVV
ISHARES TR
+$5.9M
81,204
+9%
建仓
REM
ISHARES TR
+$5.8M
263,352
减持
FLRT
PACER FDS TR
-$5.8M
596,413
-17%
增持
DFEM
DIMENSIONAL ETF TRUST
+$5.8M
266,350
+182%
增持
BAI
BLACKROCK ETF TRUST
+$5.7M
2,147,987
+11%
减持
TLH
ISHARES TR
-$5.6M
518,407
-8%
增持
LQD
ISHARES TR
+$5.5M
153,648
+50%
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$5.5M
195,906
减持
TDSB
EXCHANGE LISTED FDS TR
-$5.4M
1,532,983
-15%
增持
HOOD
ROBINHOOD MKTS INC
-$5.4M
502,354
+16%
清仓
FLBL
FRANKLIN TEMPLETON ETF TR
-$5.4M
0
-100%
清仓
LQDH
ISHARES U S ETF TR
-$5.3M
0
-100%
减持
STIP
ISHARES TR
-$5.3M
8,807
-85%
增持
MSFT
MICROSOFT CORP
+$5.3M
205,375
+13%
减持
HYG
ISHARES TR
-$5.2M
216,590
-23%
减持
TLT
ISHARES TR
-$5.1M
53,362
-51%
减持
PAPR
INNOVATOR ETFS TRUST
-$5.0M
25,689
-84%
增持
VOO
VANGUARD INDEX FDS
+$5.0M
80,851
+8%
增持
MSTR
STRATEGY INC
+$4.9M
265,745
+141%
清仓
BIZD
VANECK ETF TRUST
-$4.9M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$4.7M
27,766
-76%
减持
GDXJ
VANECK ETF TRUST
-$4.5M
28,554
-63%
增持
CRM
SALESFORCE INC
+$4.5M
96,236
+8%
清仓
GLTR
ABRDN PRECIOUS METALS BASKET
-$4.3M
0
-100%
增持
DMX
DOUBLELINE ETF TRUST
+$4.3M
249,936
+53%
增持
RTX
RTX CORPORATION
+$4.3M
128,986
+11%
减持
RPHS
TWO RDS SHARED TR
-$4.2M
3,737,087
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$4.1M
152,699
-6%
增持
DFVE
DOUBLELINE ETF TRUST
+$4.0M
447,005
+37%
增持
ABBV
ABBVIE INC
+$3.9M
44,529
+64%
增持
VTI
VANGUARD INDEX FDS
+$3.9M
104,884
+10%
增持
SGOV
ISHARES TR
+$3.8M
89,783
+75%
增持
V
VISA INC
+$3.7M
84,436
+11%
增持
LRCX
LAM RESEARCH CORP
+$3.7M
55,370
+28%
增持
IUSB
ISHARES TR
+$3.6M
3,362,415
+3%
增持
VPU
VANGUARD WORLD FD
+$3.6M
50,566
+67%
增持
SIL
GLOBAL X FDS
+$3.5M
133,178
+26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.5M
38,137
-63%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.5M
102,110
-38%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$3.4M
544,159
+16%
减持
—
ARQIT QUANTUM INC
-$3.3M
3,038,621
-25%
减持
GRNY
TIDAL TRUST I
-$3.3M
82,834
-62%
增持
MAR
MARRIOTT INTL INC NEW
+$3.3M
14,129
+248%
增持
URA
GLOBAL X FDS
+$3.2M
85,901
+861%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.2M
355,234
+11%
增持
EMTL
SSGA ACTIVE TR
+$3.2M
205,586
+59%
增持
AVGO
BROADCOM INC
+$3.2M
56,357
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$3.1M
471,974
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.1M
68,706
+12%
建仓
GUNR
FLEXSHARES TR
+$3.0M
65,485
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$2.9M
127,107
-2%
建仓
—
CHURCHILL CAP CORP X
+$2.9M
184,094
减持
BLOK
AMPLIFY ETF TR
-$2.9M
55,001
-38%
增持
AMGN
AMGEN INC
+$2.8M
42,354
+8%
增持
DABS
DOUBLELINE ETF TRUST
+$2.8M
102,278
+120%
增持
ITA
ISHARES TR
+$2.8M
175,822
+5%
清仓
EXR
EXTRA SPACE STORAGE INC
-$2.8M
0
-100%
增持
EFA
ISHARES TR
+$2.8M
48,473
+141%
增持
RKLB
ROCKET LAB CORP
+$2.7M
91,175
+21%
增持
AOA
ISHARES TR
+$2.7M
179,907
+19%
增持
PEP
PEPSICO INC
+$2.7M
33,924
+122%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.7M
49,098
+58%
减持
MDLZ
MONDELEZ INTL INC
-$2.6M
24,702
-61%
增持
MBB
ISHARES TR
+$2.6M
449,470
+6%
建仓
EEMV
ISHARES INC
+$2.6M
40,467
建仓
HYMC
HYCROFT MINING HOLDING CORP
+$2.6M
108,285
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.6M
42,935
+402%
减持
COST
COSTCO WHSL CORP NEW
-$2.6M
13,590
-12%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
67,295
+15%
增持
TJX
TJX COS INC NEW
+$2.5M
21,165
+302%
减持
IBND
SPDR SERIES TRUST
-$2.4M
8,639
-90%
减持
VOX
VANGUARD WORLD FD
-$2.4M
2,689
-83%
增持
OKLO
OKLO INC
-$2.4M
95,061
+15%
增持
ICF
ISHARES TR
+$2.4M
626,383
+10%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.4M
107,737
-45%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$2.4M
64,313
增持
MTB
M & T BK CORP
+$2.3M
12,618
+1078%
增持
CRCL
CIRCLE INTERNET GROUP INC
+$2.3M
33,606
+1179%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$2.3M
119,270
+64%
增持
SPTS
SPDR SERIES TRUST
+$2.3M
176,297
+80%
增持
UJUL
INNOVATOR ETFS TRUST
+$2.3M
74,601
+363%
增持
BABA
ALIBABA GROUP HLDG LTD
-$2.3M
225,415
+14%
增持
MA
MASTERCARD INCORPORATED
+$2.2M
40,592
+10%
