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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
$304.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 7
增持 65
减持 51
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
ARKW
ARK ETF TR
+$820.0K
11,946
+119%
减持
UNH
UNITEDHEALTH GROUP INC
-$692.0K
701
-71%
增持
AAPL
APPLE INC
+$620.0K
126,988
+0%
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。
建仓
DIVO
AMPLIFY ETF TR
+$568.0K
16,259
减持
AMZN
AMAZON COM INC
-$556.0K
1,402
-7%
清仓
—
TWITTER INC
-$547.0K
0
-100%
清仓
AIA
ISHARES TR
-$543.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$477.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$469.0K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$456.0K
57,574
+93%
减持
AVGO
BROADCOM INC
-$454.0K
2,825
-26%
减持
CMCSA
COMCAST CORP NEW
-$433.0K
9,084
-45%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$429.0K
29,963
+110%
清仓
—
JOHNSON CTLS INTL PLC
-$417.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$411.0K
10,581
-9%
清仓
BIIB
BIOGEN INC
-$407.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$397.0K
0
-100%
增持
FBNC
FIRST BANCORP N C
+$367.0K
165,181
+0%
增持
—
ETF SER SOLUTIONS
+$360.0K
14,124
+1312%
清仓
—
TE CONNECTIVITY LTD
-$349.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$343.0K
0
-100%
减持
SHOP
SHOPIFY INC
-$343.0K
147
-60%
清仓
NUE
NUCOR CORP
-$339.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$328.0K
0
-100%
增持
QYLD
GLOBAL X FDS
+$322.0K
24,789
+149%
清仓
—
GENERAL ELECTRIC CO
-$313.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$296.0K
2,856
清仓
WDC
WESTERN DIGITAL CORP.
-$293.0K
0
-100%
减持
V
VISA INC
-$283.0K
4,805
-17%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$281.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$261.0K
21,792
+3%
建仓
DHR
DANAHER CORPORATION
+$247.0K
811
清仓
—
CITRIX SYS INC
-$232.0K
0
-100%
清仓
—
CREE INC
-$230.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$227.0K
924
清仓
OLED
UNIVERSAL DISPLAY CORP
-$226.0K
0
-100%
增持
PFE
PFIZER INC
+$225.0K
26,659
+14%
增持
NEWT
NEWTEK BUSINESS SVCS CORP
-$224.0K
36,773
+3%
增持
MRNA
MODERNA INC
+$224.0K
1,386
+5%
清仓
CRM
SALESFORCE COM INC
-$223.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$221.0K
17,241
-3%
清仓
GH
GUARDANT HEALTH INC
-$218.0K
0
-100%
增持
PINS
PINTEREST INC
-$216.0K
7,855
+1%
建仓
—
ACCENTURE PLC IRELAND
+$215.0K
670
清仓
AMAT
APPLIED MATLS INC
-$206.0K
0
-100%
清仓
GIS
GENERAL MLS INC
-$206.0K
0
-100%
清仓
DMB
BNY MELLON MUN BD INFRASTRUC
-$205.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$205.0K
776
+1%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$204.0K
0
-100%
减持
T
AT&T INC
-$199.0K
101,268
-1%
增持
NVDA
NVIDIA CORPORATION
-$191.0K
14,210
+263%
增持
DRSK
ETF SER SOLUTIONS
+$191.0K
27,720
+35%
减持
UPS
UNITED PARCEL SERVICE INC
-$190.0K
6,152
-2%
清仓
PNC
PNC FINL SVCS GROUP INC
-$187.0K
0
-100%
清仓
TNA
DIREXION SHS ETF TR
-$172.0K
0
-100%
建仓
AGNC
AGNC INVT CORP
+$167.0K
10,585
减持
ITA
ISHARES TR
-$167.0K
422
-78%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$162.0K
1,391
-15%
减持
QCOM
QUALCOMM INC
-$150.0K
4,199
-14%
增持
WPC
WP CAREY INC
+$150.0K
15,217
+18%
减持
LDUR
PIMCO ETF TR
-$142.0K
2,600
-35%
减持
PYPL
PAYPAL HLDGS INC
-$132.0K
3,040
-4%
减持
IVW
ISHARES TR
-$127.0K
1,996
-47%
减持
PM
PHILIP MORRIS INTL INC
-$119.0K
21,727
-1%
增持
DLN
WISDOMTREE TR
+$113.0K
3,450
+39%
减持
MSFT
MICROSOFT CORP
+$107.0K
27,665
-3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$104.0K
4,684
+94%
增持
IWF
ISHARES TR
+$103.0K
12,153
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$103.0K
5,543
-10%
减持
AMGN
AMGEN INC
-$99.0K
1,645
-11%
增持
ESGU
ISHARES TR
+$97.0K
2,019
+94%
增持
MCD
MCDONALDS CORP
+$91.0K
5,362
+3%
减持
LOW
LOWES COS INC
+$91.0K
13,353
-1%
减持
TFC
TRUIST FINL CORP
+$91.0K
30,776
-0%
减持
IEMG
ISHARES INC
-$88.0K
11,735
-3%
减持
NEE
NEXTERA ENERGY INC
+$86.0K
24,313
-2%
减持
MA
MASTERCARD INCORPORATED
-$86.0K
634
-24%
增持
ABT
ABBOTT LABS
+$83.0K
5,562
+12%
增持
PG
PROCTER AND GAMBLE CO
+$83.0K
12,678
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$81.0K
47,271
-1%
增持
IRM
IRON MTN INC NEW
+$80.0K
10,154
+19%
增持
VOO
VANGUARD INDEX FDS
+$79.0K
1,470
+15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$79.0K
4,354
-5%
减持
—
LAM RESEARCH CORP
-$78.0K
848
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$78.0K
5,156
+39%
增持
COST
COSTCO WHSL CORP NEW
+$77.0K
972
+7%
增持
VFH
VANGUARD WORLD FDS
+$77.0K
2,187
+58%
减持
ZTS
ZOETIS INC
-$76.0K
1,055
-30%
减持
RY
ROYAL BK CDA
-$76.0K
11,414
-5%
增持
IUSB
ISHARES TR
+$75.0K
4,677
+42%
增持
CAT
CATERPILLAR INC
-$75.0K
3,132
+1%
增持
—
EXXON MOBIL CORP
-$75.0K
24,437
+2%
增持
INTC
INTEL CORP
-$74.0K
28,601
+1%
减持
QQQ
INVESCO QQQ TR
-$72.0K
3,940
-6%
增持
PEP
PEPSICO INC
+$72.0K
8,083
+5%
增持
BA
BOEING CO
-$68.0K
3,480
+0%
增持
ABBV
ABBVIE INC
-$67.0K
16,811
+1%
增持
XLE
SELECT SECTOR SPDR TR
+$65.0K
26,973
+8%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$65.0K
1,712
+15%
增持
NWL
NEWELL BRANDS INC
-$64.0K
12,082
+0%
增持
CSCO
CISCO SYS INC
+$64.0K
22,057
+3%
增持
HD
HOME DEPOT INC
+$63.0K
3,978
+2%
增持
C
CITIGROUP INC
+$62.0K
9,830
+11%
增持
CVS
CVS HEALTH CORP
+$61.0K
10,949
+5%
增持
—
DISCOVER FINL SVCS
+$59.0K
2,430
+20%
增持
BUG
GLOBAL X FDS
+$58.0K
3,590
+101%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$58.0K
3,012
-6%
减持
SLYV
SPDR SER TR
-$57.0K
6,425
-6%
清仓
MIDU
DIREXION SHS ETF TR
-$56.0K
0
-100%
减持
KO
COCA COLA CO
-$55.0K
24,197
-1%
增持
XLF
SELECT SECTOR SPDR TR
+$54.0K
24,556
+4%
减持
APD
AIR PRODS & CHEMS INC
-$53.0K
1,027
-5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$53.0K
9,064
-7%
减持
GM
GENERAL MTRS CO
-$52.0K
4,294
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$52.0K
3,546
+28%
增持
EMR
EMERSON ELEC CO
+$52.0K
4,429
+17%
增持
TGT
TARGET CORP
-$51.0K
6,484
+2%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$50.0K
5,347
+30%
增持
ELV
ANTHEM INC
+$50.0K
989
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$49.0K
3,914
+16%
减持
XBI
SPDR SER TR
-$49.0K
3,684
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$49.0K
7,184
+2%
增持
FITB
FIFTH THIRD BANCORP
+$48.0K
5,064
+15%
减持
IWM
ISHARES TR
-$48.0K
259
-44%
减持
ORCL
ORACLE CORP
+$47.0K
5,367
-1%
减持
IVV
ISHARES TR
-$47.0K
4,249
-3%
增持
PFF
ISHARES TR
+$46.0K
12,819
+12%
减持
VPU
VANGUARD WORLD FDS
-$46.0K
7,048
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$45.0K
5,373
-0%
减持
MMM
3M CO
-$45.0K
1,736
-1%
建仓
RYLD
GLOBAL X FDS
+$45.0K
1,797
增持
EFV
ISHARES TR
+$44.0K
2,444
+57%
减持
XLI
SELECT SECTOR SPDR TR
-$43.0K
5,471
-3%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
-$43.0K
3,850
+1%
增持
WMT
WALMART INC
+$43.0K
6,513
+6%
减持
DON
WISDOMTREE TR
-$42.0K
18,419
-4%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$42.0K
8,357
+41%
减持
BSV
VANGUARD BD INDEX FDS
-$42.0K
2,860
-15%
减持
ARKK
ARK ETF TR
-$41.0K
1,169
-10%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$41.0K
5,683
-3%
减持
KMI
KINDER MORGAN INC DEL
-$41.0K
25,038
-1%
增持
BP
BP PLC
+$40.0K
26,097
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$38.0K
1,020
+11%
增持
CARR
CARRIER GLOBAL CORPORATION
+$38.0K
5,887
+8%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$37.0K
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$37.0K
1,839
+9%
增持
ICVT
ISHARES TR
+$36.0K
1,258
+44%
增持
COP
CONOCOPHILLIPS
+$36.0K
4,557
+1%
增持
MO
ALTRIA GROUP INC
-$35.0K
44,674
+3%
减持
GOOG
ALPHABET INC
-$35.0K
326
-9%
