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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 27
增持 81
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.2M
130,503
+3%
增持
—
SPDR SER TR
+$2.0M
19,997
+333183%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
16,689
+17%
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
MSFT
MICROSOFT CORP
+$1.9M
28,986
+5%
增持
AVGO
BROADCOM INC
+$1.2M
3,801
+35%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.1M
2,752
+293%
增持
LOW
LOWES COS INC
+$834.0K
13,707
+3%
清仓
DRSK
ETF SER SOLUTIONS
-$794.0K
0
-100%
增持
ABBV
ABBVIE INC
+$754.0K
18,959
+13%
减持
T
AT&T INC
-$680.0K
83,472
-18%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$603.0K
5,335
增持
HD
HOME DEPOT INC
+$594.0K
4,583
+15%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$546.0K
2,487
增持
AMD
ADVANCED MICRO DEVICES INC
+$478.0K
7,168
+33%
建仓
—
JOHNSON CTLS INTL PLC
+$472.0K
5,800
增持
PFE
PFIZER INC
+$461.0K
27,202
+2%
增持
CMCSA
COMCAST CORP NEW
+$457.0K
19,167
+111%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$444.0K
2,818
+65%
建仓
—
TE CONNECTIVITY LTD
+$434.0K
2,693
减持
FBNC
FIRST BANCORP N C
+$432.0K
164,820
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$410.0K
47,883
+1%
建仓
ADSK
AUTODESK INC
+$408.0K
1,450
增持
AMZN
AMAZON COM INC
+$403.0K
1,502
+7%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$379.0K
568
增持
NEE
NEXTERA ENERGY INC
+$375.0K
24,459
+1%
增持
META
META PLATFORMS INC
+$375.0K
6,964
+20%
建仓
—
TWITTER INC
+$341.0K
7,885
增持
UPS
UNITED PARCEL SERVICE INC
+$337.0K
6,793
+10%
增持
GOOG
ALPHABET INC
+$315.0K
409
+25%
增持
PEP
PEPSICO INC
+$309.0K
8,777
+9%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$301.0K
1,413
建仓
BIIB
BIOGEN INC
+$298.0K
1,244
减持
PG
PROCTER AND GAMBLE CO
+$297.0K
12,637
-0%
建仓
CRM
SALESFORCE COM INC
+$287.0K
1,128
建仓
WDC
WESTERN DIGITAL CORP.
+$269.0K
4,124
建仓
—
WOLFSPEED INC
+$269.0K
2,407
建仓
NFLX
NETFLIX INC
+$269.0K
447
清仓
NWL
NEWELL BRANDS INC
-$267.0K
0
-100%
清仓
LDUR
PIMCO ETF TR
-$265.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$249.0K
16,557
-1%
建仓
INTU
INTUIT
+$249.0K
386
建仓
PLD
PROLOGIS INC.
+$248.0K
1,470
建仓
PANW
PALO ALTO NETWORKS INC
+$247.0K
443
增持
DIVO
AMPLIFY ETF TR
+$242.0K
21,214
+30%
增持
ARKW
ARK ETF TR
-$240.0K
11,963
+0%
增持
JNJ
JOHNSON & JOHNSON
+$238.0K
18,106
+2%
增持
VFH
VANGUARD WORLD FDS
+$234.0K
4,529
+107%
增持
DIS
DISNEY WALT CO
-$232.0K
17,328
+1%
增持
CVS
CVS HEALTH CORP
+$231.0K
11,254
+3%
增持
V
VISA INC
+$230.0K
5,994
+25%
建仓
AMAT
APPLIED MATLS INC
+$229.0K
1,455
增持
QCOM
QUALCOMM INC
+$224.0K
4,202
+0%
减持
IWF
ISHARES TR
+$223.0K
11,630
-4%
建仓
NSC
NORFOLK SOUTHN CORP
+$219.0K
737
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$215.0K
7,950
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$212.0K
8,169
建仓
NOC
NORTHROP GRUMMAN CORP
+$211.0K
546
增持
XLE
SELECT SECTOR SPDR TR
+$210.0K
29,105
+8%
建仓
YUM
YUM BRANDS INC
+$210.0K
1,512
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$209.0K
4,674
+7%
增持
IVV
ISHARES TR
+$207.0K
4,268
+0%
清仓
OXY
OCCIDENTAL PETE CORP
-$205.0K
0
-100%
建仓
SO
SOUTHERN CO
+$203.0K
2,956
建仓
PNC
PNC FINL SVCS GROUP INC
+$198.0K
986
增持
MCD
MCDONALDS CORP
+$195.0K
5,555
+4%
增持
DG
DOLLAR GEN CORP NEW
+$189.0K
4,443
+10%
增持
ZTS
ZOETIS INC
+$187.0K
1,605
+52%
减持
LQD
ISHARES TR
-$167.0K
16,311
-7%
增持
WPC
WP CAREY INC
+$167.0K
15,579
+2%
增持
MRNA
MODERNA INC
-$166.0K
1,446
+4%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$161.0K
10,316
增持
QQQ
INVESCO QQQ TR
+$159.0K
3,945
+0%
增持
TSLA
TESLA INC
+$157.0K
532
+2%
增持
—
EATON CORP PLC
+$155.0K
3,531
+16%
减持
GOOGL
ALPHABET INC
+$153.0K
769
-1%
增持
PYPL
PAYPAL HLDGS INC
-$153.0K
3,384
+11%
减持
XLK
SELECT SECTOR SPDR TR
+$152.0K
7,190
-2%
建仓
TNA
DIREXION SHS ETF TR
+$149.0K
1,755
减持
CSCO
CISCO SYS INC
+$125.0K
20,934
-5%
增持
—
STORE CAP CORP
+$124.0K
10,311
+43%
增持
MO
ALTRIA GROUP INC
+$123.0K
45,464
+2%
减持
KO
COCA COLA CO
+$123.0K
23,501
-3%
增持
IRM
IRON MTN INC NEW
+$122.0K
10,765
+6%
增持
VPU
VANGUARD WORLD FDS
+$122.0K
7,054
+0%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$119.0K
31,626
+6%
减持
PINS
PINTEREST INC
-$118.0K
7,763
-1%
增持
ESGU
ISHARES TR
+$118.0K
2,940
+46%
增持
RY
ROYAL BK CDA
+$118.0K
11,801
+3%
减持
C
CITIGROUP INC
-$117.0K
9,492
-3%
增持
NKE
NIKE INC
+$116.0K
2,340
+25%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$115.0K
53,883
-6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$115.0K
1,671
+81%
增持
LLY
LILLY ELI & CO
+$115.0K
2,364
+2%
减持
ABT
ABBOTT LABS
+$111.0K
5,461
-2%
增持
WSBC
WESBANCO INC
+$110.0K
17,711
+18%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$109.0K
35,642
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$107.0K
4,579
+29%
增持
—
BLACKROCK INC
+$105.0K
800
+7%
减持
OIH
VANECK ETF TRUST
-$105.0K
600
-45%
增持
XLF
SELECT SECTOR SPDR TR
+$104.0K
26,245
+7%
减持
COST
COSTCO WHSL CORP NEW
+$103.0K
950
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$103.0K
5,557
+0%
增持
APD
AIR PRODS & CHEMS INC
+$102.0K
1,198
+17%
减持
SPY
SPDR S&P 500 ETF TR
+$101.0K
9,772
-8%
减持
ARKK
ARK ETF TR
-$94.0K
370
-68%
增持
CSX
CSX CORP
+$94.0K
11,622
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$92.0K
1,575
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$91.0K
4,411
+13%
减持
BSV
VANGUARD BD INDEX FDS
-$91.0K
1,772
-38%
增持
TIP
ISHARES TR
+$89.0K
1,773
+62%
减持
IGSB
ISHARES TR
-$88.0K
1,581
-50%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$88.0K
10,082
+11%
减持
ELV
ANTHEM INC
+$85.0K
980
-1%
增持
WM
WASTE MGMT INC DEL
+$83.0K
4,440
+1%
减持
IWD
ISHARES TR
+$82.0K
14,541
-4%
减持
—
LAM RESEARCH CORP
-$80.0K
559
-34%
减持
INTC
INTEL CORP
-$80.0K
28,068
-2%
减持
SBUX
STARBUCKS CORP
+$76.0K
14,374
-1%
减持
CCI
CROWN CASTLE INTL CORP NEW
+$74.0K
2,089
-0%
减持
AMT
AMERICAN TOWER CORP NEW
+$69.0K
2,590
-0%
减持
AOS
SMITH A O CORP
+$66.0K
3,412
-8%
减持
BP
BP PLC
-$65.0K
24,368
-7%
增持
DLN
WISDOMTREE TR
+$64.0K
7,186
+108%
增持
VOO
VANGUARD INDEX FDS
+$63.0K
1,473
+0%
减持
DEO
DIAGEO PLC
+$62.0K
2,584
-2%
增持
MPT
MEDICAL PPTYS TRUST INC
+$62.0K
16,075
+1%
增持
CL
COLGATE PALMOLIVE CO
+$61.0K
3,291
+13%
减持
HON
HONEYWELL INTL INC
-$61.0K
8,788
-1%
减持
VUG
VANGUARD INDEX FDS
+$60.0K
2,136
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$60.0K
7,758
+8%
增持
VGT
VANGUARD WORLD FDS
+$60.0K
1,021
+0%
增持
ENB
ENBRIDGE INC
+$60.0K
9,950
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
-$60.0K
32,076
+1%
增持
DIV
GLOBAL X FDS
+$57.0K
30,179
+3%
增持
SPGI
S&P GLOBAL INC
+$56.0K
935
+3%
减持
BAC
BK OF AMERICA CORP
+$56.0K
29,769
-0%
增持
ITW
ILLINOIS TOOL WKS INC
+$55.0K
1,350
+0%
减持
VTV
VANGUARD INDEX FDS
+$55.0K
4,940
-1%
增持
—
LINDE PLC
+$54.0K
1,002
+1%
增持
TXN
TEXAS INSTRS INC
+$54.0K
2,610
+14%
建仓
MIDU
DIREXION SHS ETF TR
+$54.0K
780
增持
DON
WISDOMTREE TR
+$53.0K
18,424
+0%
增持
FALN
ISHARES TR
+$52.0K
2,403
+259%
减持
GE
GENERAL ELECTRIC CO
-$52.0K
2,583
-10%
减持
MAR
MARRIOTT INTL INC NEW
+$51.0K
3,870
-3%
增持
MRK
MERCK & CO INC
+$51.0K
17,941
+2%
增持
—
MEDTRONIC PLC
+$51.0K
4,204
+37%
增持
DHR
DANAHER CORPORATION
+$50.0K
903
+11%
减持
IGIB
ISHARES TR
-$48.0K
1,790
-31%
减持
VB
VANGUARD INDEX FDS
+$48.0K
6,859
-0%