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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 31
增持 38
减持 55
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$8.7M
105,046
-20%
减持
DUK
DUKE ENERGY CORP NEW
-$2.7M
26,437
-46%
增持
TSLA
TESLA INC
+$2.1M
4,015
+663%
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。
减持
MO
ALTRIA GROUP INC
-$2.1M
5,315
-88%
减持
PM
PHILIP MORRIS INTL INC
-$1.7M
3,040
-86%
减持
MSFT
MICROSOFT CORP
-$1.5M
27,318
-1%
减持
ABBV
ABBVIE INC
-$1.5M
9,050
-49%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
4,171
+342%
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$1.4M
28,077
减持
GOOGL
ALPHABET INC
-$1.3M
507
-42%
减持
T
AT&T INC
-$1.3M
41,896
-54%
增持
O
REALTY INCOME CORP
+$1.2M
28,978
+159%
增持
DIVO
AMPLIFY ETF TR
+$1.0M
57,533
+134%
增持
STIP
ISHARES TR
+$980.0K
9,756
+10504%
建仓
SCHW
SCHWAB CHARLES CORP
+$971.0K
15,365
减持
SPY
SPDR S&P 500 ETF TR
-$907.0K
9,172
-5%
减持
DIS
DISNEY WALT CO
-$899.0K
13,018
-16%
建仓
FSK
FS KKR CAP CORP
+$868.0K
44,687
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$860.0K
296
-95%
减持
WPC
WP CAREY INC
-$825.0K
4,726
-69%
减持
D
DOMINION ENERGY INC
-$814.0K
6,357
-59%
减持
RY
ROYAL BK CDA
-$814.0K
4,245
-62%
建仓
ENPH
ENPHASE ENERGY INC
+$800.0K
4,100
增持
FBNC
FIRST BANCORP N C
-$787.0K
174,427
+6%
清仓
—
LAM RESEARCH CORP
-$749.0K
0
-100%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$735.0K
89,751
-22%
清仓
WM
WASTE MGMT INC DEL
-$697.0K
0
-100%
清仓
XEVTX
EATON VANCE TAX ADVT DIV INC
-$694.0K
0
-100%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$674.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$617.0K
39,251
+2574%
增持
TIP
ISHARES TR
+$591.0K
7,061
+312%
减持
LOW
LOWES COS INC
-$575.0K
12,522
-8%
减持
INTC
INTEL CORP
-$572.0K
20,347
-24%
减持
KO
COCA COLA CO
-$572.0K
13,643
-41%
增持
IVV
ISHARES TR
+$564.0K
6,544
+55%
减持
JPM
JPMORGAN CHASE & CO
-$563.0K
21,549
-2%
增持
JNJ
JOHNSON & JOHNSON
+$554.0K
20,792
+17%
清仓
IRM
IRON MTN INC NEW
-$526.0K
0
-100%
清仓
EGP
EASTGROUP PPTYS INC
-$500.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$493.0K
9,115
+275%
减持
AVGO
BROADCOM INC
-$489.0K
2,662
-6%
减持
VB
VANGUARD INDEX FDS
-$488.0K
5,475
-20%
增持
VTI
VANGUARD INDEX FDS
+$468.0K
2,662
+1711%
减持
VFH
VANGUARD WORLD FDS
-$462.0K
174
-97%
减持
AMT
AMERICAN TOWER CORP NEW
-$436.0K
966
-64%
建仓
VHT
VANGUARD WORLD FDS
+$432.0K
1,835
减持
TFC
TRUIST FINL CORP
-$429.0K
25,639
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$429.0K
7,266
+65%
减持
CVX
CHEVRON CORP NEW
-$421.0K
16,253
-5%
建仓
DE
DEERE & CO
+$413.0K
1,378
减持
UPS
UNITED PARCEL SERVICE INC
-$405.0K
5,111
-18%
增持
TGT
TARGET CORP
-$400.0K
6,598
+5%
增持
WFC
WELLS FARGO CO NEW
+$387.0K
19,184
+156%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$387.0K
6,013
+42%
增持
LMT
LOCKHEED MARTIN CORP
+$386.0K
2,059
+82%
建仓
COWZ
PACER FDS TR
+$375.0K
8,700
增持
DVY
ISHARES TR
+$369.0K
5,548
+150%
减持
VOO
VANGUARD INDEX FDS
-$367.0K
1,256
-35%
减持
GOOG
ALPHABET INC
-$366.0K
282
-20%
减持
VGT
VANGUARD WORLD FDS
-$362.0K
196
-81%
建仓
AFL
AFLAC INC
+$358.0K
6,472
减持
—
EXXON MOBIL CORP
-$357.0K
22,562
-19%
建仓
NIO
NIO INC
+$348.0K
16,000
建仓
AMLP
ALPS ETF TR
+$341.0K
9,889
减持
IWD
ISHARES TR
-$339.0K
14,283
-2%
建仓
NOC
NORTHROP GRUMMAN CORP
+$337.0K
704
减持
HON
HONEYWELL INTL INC
-$337.0K
8,067
-10%
增持
VTV
VANGUARD INDEX FDS
+$336.0K
7,708
+67%
减持
—
SPDR SER TR
-$334.0K
23,267
-1%
增持
CAT
CATERPILLAR INC
+$330.0K
5,753
+84%
增持
IYF
ISHARES TR
+$326.0K
5,630
+597%
建仓
SYK
STRYKER CORPORATION
+$323.0K
1,622
增持
IWF
ISHARES TR
-$320.0K
13,324
+14%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$315.0K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$314.0K
0
-100%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$302.0K
6,032
建仓
NVS
NOVARTIS AG
+$299.0K
3,542
建仓
VLO
VALERO ENERGY CORP
+$297.0K
2,790
建仓
SHEL
SHELL PLC
+$295.0K
5,639
减持
CVS
CVS HEALTH CORP
-$293.0K
9,135
-19%
清仓
FE
FIRSTENERGY CORP
-$292.0K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$288.0K
220
清仓
PODD
INSULET CORP
-$285.0K
0
-100%
清仓
NUE
NUCOR CORP
-$284.0K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$284.0K
4,094
+400%
减持
DG
DOLLAR GEN CORP NEW
-$276.0K
3,090
-33%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$275.0K
12,642
增持
NEWT
NEWTEK BUSINESS SVCS CORP
-$274.0K
40,549
+4%
清仓
—
DISCOVER FINL SVCS
-$272.0K
0
-100%
增持
BAC
BK OF AMERICA CORP
-$271.0K
30,344
+3%
减持
V
VISA INC
-$271.0K
4,106
-16%
建仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
+$268.0K
27,444
增持
PG
PROCTER AND GAMBLE CO
+$262.0K
15,107
+21%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$261.0K
6,386
-28%
减持
XLF
SELECT SECTOR SPDR TR
-$260.0K
30,840
-4%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$259.0K
0
-100%
减持
IEFA
ISHARES TR
-$256.0K
8,921
-21%
清仓
FITB
FIFTH THIRD BANCORP
-$254.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$248.0K
4,075
-12%
清仓
COF
CAPITAL ONE FINL CORP
-$244.0K
0
-100%
清仓
—
STORE CAP CORP
-$244.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$238.0K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$238.0K
1,047
清仓
PLD
PROLOGIS INC.
-$238.0K
0
-100%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$235.0K
0
-100%
增持
MRK
MERCK & CO INC
+$235.0K
18,339
+5%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$232.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$231.0K
5,330
-43%
减持
BA
BOEING CO
-$230.0K
3,906
-2%
清仓
MA
MASTERCARD INCORPORATED
-$227.0K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$227.0K
2,000
增持
NKE
NIKE INC
+$227.0K
4,504
+160%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$225.0K
930
清仓
SYY
SYSCO CORP
-$222.0K
0
-100%
减持
—
EATON CORP PLC
-$221.0K
2,018
-36%
清仓
AOS
SMITH A O CORP
-$218.0K
0
-100%
清仓
XAR
SPDR SER TR
-$217.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$212.0K
23,944
-2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$212.0K
1,560
-70%
建仓
UYG
PROSHARES TR
+$204.0K
4,729
减持
MAR
MARRIOTT INTL INC NEW
-$198.0K
3,545
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$195.0K
625
-38%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$193.0K
11,228
清仓
NOBL
PROSHARES TR
-$192.0K
0
-100%
减持
HD
HOME DEPOT INC
-$188.0K
3,685
-8%
增持
SBUX
STARBUCKS CORP
+$188.0K
17,488
+39%
建仓
IYY
ISHARES TR
+$182.0K
1,975
减持
ELV
ELEVANCE HEALTH INC
-$182.0K
619
-37%
增持
AMD
ADVANCED MICRO DEVICES INC
-$181.0K
9,185
+14%
增持
VV
VANGUARD INDEX FDS
+$181.0K
2,253
+126%
减持
VZ
VERIZON COMMUNICATIONS INC
-$177.0K
29,862
-10%
减持
CSX
CSX CORP
-$177.0K
8,670
-24%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$174.0K
1,125
-33%
减持
BP
BP PLC
-$172.0K
18,608
-22%
增持
VOT
VANGUARD INDEX FDS
+$166.0K
971
+4755%
增持
SCHF
SCHWAB STRATEGIC TR
+$166.0K
5,609
+2025%
增持
CL
COLGATE PALMOLIVE CO
+$166.0K
4,847
+65%
增持
AGG
ISHARES TR
+$153.0K
3,519
+84%
增持
LLY
LILLY ELI & CO
+$152.0K
2,582
+8%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$147.0K
10,360
建仓
F
FORD MTR CO DEL
+$146.0K
13,094
增持
VOE
VANGUARD INDEX FDS
+$145.0K
2,048
+155%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$143.0K
0
-100%
建仓
SLVP
ISHARES INC
+$142.0K
14,369
减持
GS
GOLDMAN SACHS GROUP INC
-$140.0K
684
-34%
建仓
IWC
ISHARES TR
+$136.0K
1,309
减持
ENB
ENBRIDGE INC
-$134.0K
8,970
-19%
建仓
RING
ISHARES INC
+$131.0K
6,024
增持
XLV
SELECT SECTOR SPDR TR
+$126.0K
3,042
+58%
建仓
—
DARE BIOSCIENCE INC
+$126.0K
102,500
