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Founders Financial Alliance, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Founders Financial Alliance, LLC

报告期 2026-03-31 · CIK 0001832190

持仓数

735

前50大市值合计

$304.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$32.6M

128,602

10.7%

NVDA NVIDIA CORPORATION

COM

$23.9M

137,178

7.9%

MSFT MICROSOFT CORP

COM

$12.7M

34,276

4.2%

AMZN AMAZON COM INC

COM

$10.3M

49,449

3.4%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$9.6M

194,000

3.2%

JPM JPMORGAN CHASE & CO

COM

$9.1M

30,863

3.0%

IVV ISHARES TR

CORE S&P500 ETF

$8.8M

13,410

2.9%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$8.5M

96,363

2.8%

GOOGL ALPHABET INC

CAP STK CL A

$8.2M

28,626

2.7%

DUK DUKE ENERGY CORP NEW

COM NEW

$7.9M

60,115

2.6%

AVGO BROADCOM INC

COM

$7.3M

23,546

2.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$7.0M

10,792

2.3%

FBNC FIRST BANCORP N C

COM

$6.8M

120,512

2.2%

BIL SPDR SERIES TRUST

STATE STREET SPD

$6.7M

73,490

2.2%

CGDG CAPITAL GROUP DIVIDEND GROWE

SHS ETF

$6.4M

178,900

2.1%

— EXXON MOBIL CORP

COM

$6.3M

37,384

2.1%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$6.1M

170,293

2.0%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$5.7M

67,440

1.9%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$5.5M

137,081

1.8%

EVLN MORGAN STANLEY ETF TRUST

EATON VANCE FLTG

$5.5M

114,237

1.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.4M

9,420

1.8%

TBIL RBB FD INC

F/M US TREASURY

$5.1M

101,638

1.7%

DGRS WISDOMTREE TR

US S CAP QTY DIV

$5.0M

95,245

1.7%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$5.0M

84,061

1.6%

LQDH ISHARES U S ETF TR

INT RT HDG C B

$4.9M

53,117

1.6%

DIA STATE STR SPDR DOW JONES IND

UT SER 1

$4.8M

10,380

1.6%

MO ALTRIA GROUP INC

COM

$4.8M

72,451

1.6%

CVX CHEVRON CORPORATION

COM

$4.6M

22,129

1.5%

JNJ JOHNSON & JOHNSON

COM

$4.6M

18,714

1.5%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.1M

8,507

1.3%

FESM FIDELITY COVINGTON TRUST

ENHANCED SMALL

$4.0M

105,302

1.3%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$4.0M

78,680

1.3%

ABBV ABBVIE INC

COM

$3.9M

18,132

1.3%

FMDE FIDELITY COVINGTON TRUST

ENHANCED MID

$3.7M

103,231

1.2%

IWF ISHARES TR

RUS 1000 GRW ETF

$3.7M

8,579

1.2%

WMT WALMART INC

COM

$3.5M

27,834

1.1%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$3.4M

23,094

1.1%

PM PHILIP MORRIS INTL INC

COM

$3.4M

20,291

1.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$3.0M

4,991

1.0%

LOW LOWES COS INC

COM

$3.0M

12,592

1.0%

DON WISDOMTREE TR

US MIDCAP DIVID

$2.9M

54,662

0.9%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$2.8M

63,338

0.9%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$2.7M

34,357

0.9%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.7M

47,845

0.9%

MCD MCDONALDS CORP

COM

$2.6M

8,479

0.9%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$2.6M

64,409

0.9%

IWD ISHARES TR

RUS 1000 VAL ETF

$2.5M

11,484

0.8%

— EATON CORP PLC

SHS

$2.4M

6,775

0.8%

FCNCA FIRST CTZNS BANCSHARES INC D

CL A

$2.4M

1,283

0.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$2.4M

7,107

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

AAPL10.7%NVDA7.9%MSFT4.2%AMZN3.4%PULS3.2%JPM3.0%