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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 10
增持 32
减持 68
清仓 40
方向
标的
Δ市值
现股数(环比)
清仓
ARKW
ARK ETF TR
-$1.4M
0
-100%
减持
META
META PLATFORMS INC
-$1.4M
4,375
-37%
减持
MSFT
MICROSOFT CORP
-$1.2M
27,729
-4%
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
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$1.2M
114,614
+113%
减持
UNH
UNITEDHEALTH GROUP INC
-$866.0K
1,011
-63%
增持
CVX
CHEVRON CORP NEW
+$831.0K
17,033
+3%
增持
—
EXXON MOBIL CORP
+$809.0K
27,715
+15%
减持
QQQ
INVESCO QQQ TR
-$801.0K
2,122
-46%
减持
LOW
LOWES COS INC
-$781.0K
13,660
-0%
减持
AVGO
BROADCOM INC
-$747.0K
2,830
-26%
减持
HD
HOME DEPOT INC
-$703.0K
4,007
-13%
增持
XLE
SELECT SECTOR SPDR TR
+$673.0K
29,928
+3%
减持
FBNC
FIRST BANCORP N C
-$661.0K
164,597
-0%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$603.0K
0
-100%
减持
DON
WISDOMTREE TR
-$580.0K
5,333
-71%
减持
DIS
DISNEY WALT CO
-$556.0K
15,513
-10%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$546.0K
0
-100%
清仓
SLYV
SPDR SER TR
-$545.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$544.0K
21,937
-2%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$544.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$533.0K
12,617
-12%
减持
CMCSA
COMCAST CORP NEW
-$525.0K
9,402
-51%
清仓
—
JOHNSON CTLS INTL PLC
-$472.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$463.0K
49,128
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$440.0K
4,220
+50%
清仓
—
TE CONNECTIVITY LTD
-$434.0K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$428.0K
18,700
清仓
—
ETF SER SOLUTIONS
-$417.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$408.0K
0
-100%
减持
XBI
SPDR SER TR
-$406.0K
76
-98%
清仓
ZTS
ZOETIS INC
-$392.0K
0
-100%
减持
XMVM
INVESCO EXCHANGE TRADED FD T
-$389.0K
1
-100%
减持
NVDA
NVIDIA CORPORATION
-$379.0K
16,599
-1%
清仓
MRNA
MODERNA INC
-$367.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$365.0K
510
-80%
增持
—
LAM RESEARCH CORP
+$347.0K
1,393
+149%
减持
XLK
SELECT SECTOR SPDR TR
-$345.0K
5,695
-21%
建仓
WMB
WILLIAMS COS INC
+$342.0K
10,245
清仓
—
TWITTER INC
-$341.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$332.0K
0
-100%
增持
IWF
ISHARES TR
-$320.0K
11,648
+0%
减持
ABBV
ABBVIE INC
+$319.0K
17,801
-6%
建仓
GLD
SPDR GOLD TR
+$316.0K
1,751
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$301.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$298.0K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$292.0K
6,360
清仓
CRM
SALESFORCE COM INC
-$287.0K
0
-100%
建仓
NUE
NUCOR CORP
+$284.0K
1,910
清仓
PINS
PINTEREST INC
-$282.0K
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$282.0K
1,341
-15%
减持
SPY
SPDR S&P 500 ETF TR
-$274.0K
9,669
-1%
清仓
WDC
WESTERN DIGITAL CORP.
-$269.0K
0
-100%
清仓
—
WOLFSPEED INC
-$269.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$269.0K
0
-100%
减持
LQD
ISHARES TR
-$254.0K
15,775
-3%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$254.0K
0
-100%
清仓
INTU
INTUIT
-$249.0K
0
-100%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$248.0K
23,942
-24%
清仓
PANW
PALO ALTO NETWORKS INC
-$247.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$245.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$244.0K
0
-100%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$239.0K
0
-100%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$232.0K
2,573
清仓
AMAT
APPLIED MATLS INC
-$229.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$228.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$226.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$222.0K
1,468
-2%
清仓
GM
GENERAL MTRS CO
-$220.0K
0
-100%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$220.0K
0
-100%
减持
V
VISA INC
-$220.0K
4,866
-19%
清仓
NSC
NORFOLK SOUTHN CORP
-$219.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$217.0K
24,404
-0%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$215.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$215.0K
8,335
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$212.0K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$211.0K
0
-100%
清仓
YUM
YUM BRANDS INC
-$210.0K
0
-100%
增持
—
SPDR SER TR
+$209.0K
23,470
+17%
增持
GOOGL
ALPHABET INC
+$206.0K
875
+14%
增持
XLF
SELECT SECTOR SPDR TR
+$205.0K
32,105
+22%
减持
GOOG
ALPHABET INC
-$200.0K
352
-14%
减持
CSCO
CISCO SYS INC
-$197.0K
20,266
-3%
减持
MO
ALTRIA GROUP INC
+$193.0K
44,932
-1%
清仓
USB
US BANCORP DEL
-$185.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$179.0K
338
-40%
减持
IEFA
ISHARES TR
-$172.0K
11,230
-12%
清仓
DGRW
WISDOMTREE TR
-$170.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$169.0K
3,747
-29%
增持
AEP
AMERICAN ELEC PWR CO INC
+$161.0K
8,820
+9%
增持
VOO
VANGUARD INDEX FDS
+$160.0K
1,934
+31%
减持
NKE
NIKE INC
-$157.0K
1,733
-26%
减持
PG
PROCTER AND GAMBLE CO
-$157.0K
12,498
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$157.0K
4,407
-6%
减持
MCD
MCDONALDS CORP
-$153.0K
5,404
-3%
清仓
TNA
DIREXION SHS ETF TR
-$149.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
-$148.0K
8,077
+13%
增持
PFE
PFIZER INC
-$145.0K
28,227
+4%
减持
—
BLACKROCK INC
-$141.0K
775
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$139.0K
894
-46%
减持
—
EATON CORP PLC
-$135.0K
3,131
-11%
减持
ABT
ABBOTT LABS
-$130.0K
5,398
-1%
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$129.0K
38,172
+114%
增持
SO
SOUTHERN CO
+$128.0K
4,564
+54%
增持
QCOM
QUALCOMM INC
-$126.0K
4,204
+0%
增持
ENB
ENBRIDGE INC
+$124.0K
11,137
+12%
减持
TGT
TARGET CORP
-$124.0K
6,278
-0%
减持
TFC
TRUIST FINL CORP
-$119.0K
29,005
-4%
减持
IVV
ISHARES TR
-$119.0K
4,225
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$118.0K
6,237
-8%
减持
COP
CONOCOPHILLIPS
+$116.0K
4,418
-2%
增持
DIVO
AMPLIFY ETF TR
+$112.0K
24,624
+16%
减持
INTC
INTEL CORP
-$112.0K
26,896
-4%
减持
—
STORE CAP CORP
-$111.0K
8,333
-19%
减持
IWY
ISHARES TR
-$110.0K
2,034
-19%
增持
AAPL
APPLE INC
-$108.0K
132,094
+1%
减持
BAC
BK OF AMERICA CORP
-$108.0K
29,500
-1%
增持
PYPL
PAYPAL HLDGS INC
-$105.0K
4,607
+36%
建仓
—
FIRST TR / ABERDEEN GLOBAL O
+$104.0K
13,873
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$101.0K
1,000
增持
KMI
KINDER MORGAN INC DEL
+$100.0K
26,656
+5%
减持
IEMG
ISHARES INC
-$99.0K
10,803
-7%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$99.0K
14,101
-7%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$98.0K
10,676
减持
VB
VANGUARD INDEX FDS
-$98.0K
6,832
-0%
增持
HON
HONEYWELL INTL INC
-$93.0K
8,940
+2%
减持
APD
AIR PRODS & CHEMS INC
-$90.0K
1,097
-8%
减持
—
GLOBAL X FDS
-$88.0K
14,430
-30%
减持
LMT
LOCKHEED MARTIN CORP
+$85.0K
1,131
-3%
增持
T
AT&T INC
+$83.0K
90,394
+8%
减持
D
DOMINION ENERGY INC
+$81.0K
15,543
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$78.0K
2,228
-25%
增持
USMV
ISHARES TR
+$76.0K
5,529
+27%
减持
PFF
ISHARES TR
-$75.0K
12,072
-8%
增持
AMT
AMERICAN TOWER CORP NEW
-$75.0K
2,717
+5%
增持
ET
ENERGY TRANSFER L P
+$72.0K
15,555
+26%
减持
—
MEDTRONIC PLC
-$65.0K
3,335
-21%
减持
XLC
SELECT SECTOR SPDR TR
-$62.0K
1,513
-29%
减持
MRK
MERCK & CO INC
+$62.0K
17,511
-2%
增持
CHI
CALAMOS CONV OPPORTUNITIES &
-$62.0K
33,827
+0%
减持
WPC
WP CAREY INC
-$61.0K
15,053
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
-$60.0K
5,636
-4%
减持
IGIB
ISHARES TR
-$59.0K
858
-52%
减持
TXN
TEXAS INSTRS INC
-$59.0K
2,357
-10%
减持
CL
COLGATE PALMOLIVE CO
-$59.0K
2,931
-11%
减持
KMB
KIMBERLY-CLARK CORP
-$58.0K
2,208
-4%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$57.0K
2,055
-2%
增持
CAT
CATERPILLAR INC
+$55.0K
3,131
+1%
增持
XAR
SPDR SER TR
+$54.0K
1,744
+24%
增持
GS
GOLDMAN SACHS GROUP INC
-$54.0K
1,039
+0%
清仓
MIDU
DIREXION SHS ETF TR
-$54.0K
0
-100%
