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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 33
增持 44
减持 46
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.7M
131,026
+25%
减持
NVDA
NVIDIA CORPORATION
-$2.5M
17,851
-42%
减持
TSLA
TESLA INC
-$2.2M
1,956
-51%
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
DUK
DUKE ENERGY CORP NEW
+$1.8M
50,242
+90%
增持
MO
ALTRIA GROUP INC
+$1.7M
47,311
+790%
增持
PM
PHILIP MORRIS INTL INC
+$1.5M
22,146
+628%
减持
COST
COSTCO WHSL CORP NEW
-$1.5M
992
-76%
减持
O
REALTY INCOME CORP
-$1.4M
10,494
-64%
增持
ABBV
ABBVIE INC
+$1.2M
19,271
+113%
清仓
SCHW
SCHWAB CHARLES CORP
-$971.0K
0
-100%
增持
SHY
ISHARES TR
+$968.0K
12,559
+1881%
增持
UNH
UNITEDHEALTH GROUP INC
+$954.0K
2,525
+304%
减持
IVV
ISHARES TR
-$952.0K
4,262
-35%
清仓
FSK
FS KKR CAP CORP
-$868.0K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$800.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$754.0K
17,980
-14%
增持
WPC
WP CAREY INC
+$748.0K
16,330
+246%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$704.0K
5,529
+1768%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$703.0K
4,798
-34%
建仓
WM
WASTE MGMT INC DEL
+$697.0K
4,349
增持
GOOGL
ALPHABET INC
+$676.0K
18,620
+3573%
减持
BND
VANGUARD BD INDEX FDS
-$656.0K
419
-95%
减持
TIP
ISHARES TR
-$639.0K
1,569
-78%
增持
RY
ROYAL BK CDA
+$630.0K
11,563
+172%
增持
T
AT&T INC
+$618.0K
97,529
+133%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$588.0K
132,324
+47%
减持
PG
PROCTER AND GAMBLE CO
-$581.0K
12,601
-17%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$580.0K
17,588
+192%
建仓
XEVTX
EATON VANCE TAX ADVT DIV INC
+$570.0K
26,198
建仓
NVG
NUVEEN AMT FREE MUN CR INC F
+$561.0K
48,043
增持
D
DOMINION ENERGY INC
+$559.0K
15,421
+143%
增持
MSFT
MICROSOFT CORP
-$536.0K
27,823
+2%
建仓
—
LAM RESEARCH CORP
+$513.0K
1,401
减持
CAT
CATERPILLAR INC
-$506.0K
3,184
-45%
减持
VTI
VANGUARD INDEX FDS
-$481.0K
117
-96%
减持
LMT
LOCKHEED MARTIN CORP
-$475.0K
1,062
-48%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$470.0K
1,624
减持
VTV
VANGUARD INDEX FDS
-$466.0K
4,462
-42%
减持
IWF
ISHARES TR
-$464.0K
11,642
-13%
减持
WFC
WELLS FARGO CO NEW
-$448.0K
7,539
-61%
清仓
VHT
VANGUARD WORLD FDS
-$432.0K
0
-100%
建仓
IRM
IRON MTN INC DEL
+$427.0K
9,720
增持
KO
COCA COLA CO
+$426.0K
22,913
+68%
清仓
DE
DEERE & CO
-$413.0K
0
-100%
减持
DVY
ISHARES TR
-$400.0K
2,355
-58%
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$394.0K
10,149
减持
CSCO
CISCO SYS INC
-$388.0K
19,140
-29%
增持
AVGO
BROADCOM INC
+$374.0K
3,755
+41%
增持
VFH
VANGUARD WORLD FDS
+$373.0K
5,184
+2879%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$370.0K
0
-100%
清仓
AFL
AFLAC INC
-$358.0K
0
-100%
建仓
EGP
EASTGROUP PPTYS INC
+$355.0K
2,461
清仓
NIO
NIO INC
-$348.0K
0
-100%
增持
LOW
LOWES COS INC
+$348.0K
13,495
+8%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$347.0K
20,235
建仓
PODD
INSULET CORP
+$343.0K
1,497
清仓
AMLP
ALPS ETF TR
-$341.0K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$341.0K
2,741
+184%
增持
CMCSA
COMCAST CORP NEW
+$339.0K
18,677
+250%
减持
IYF
ISHARES TR
-$339.0K
808
-86%
建仓
—
TE CONNECTIVITY LTD
+$326.0K
2,952
建仓
WBD
WARNER BROS DISCOVERY INC
+$324.0K
28,206
清仓
SYK
STRYKER CORPORATION
-$323.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$321.0K
4,994
-31%
建仓
—
STORE CAP CORP
+$311.0K
9,935
增持
FBNC
FIRST BANCORP N C
+$306.0K
174,802
+0%
建仓
—
WOLFSPEED INC
+$305.0K
2,954
清仓
NVS
NOVARTIS AG
-$299.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$297.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$288.0K
0
-100%
减持
LQD
ISHARES TR
-$281.0K
15,627
-9%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$275.0K
0
-100%
建仓
ADSK
AUTODESK INC
+$274.0K
1,469
建仓
GSK
GSK PLC
+$273.0K
9,266
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$271.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$269.0K
5,461
清仓
XAWFX
ALLIANCEBERNSTEIN GLOBAL HIG
-$268.0K
0
-100%
建仓
BIIB
BIOGEN INC
+$256.0K
958
清仓
—
ACCENTURE PLC IRELAND
-$252.0K
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$250.0K
3,523
增持
—
EATON CORP PLC
+$246.0K
3,751
+86%
减持
VNQ
VANGUARD INDEX FDS
-$244.0K
1,610
-61%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$243.0K
6,799
建仓
GE
GENERAL ELECTRIC CO
+$242.0K
3,910
建仓
ZTS
ZOETIS INC
+$240.0K
1,621
清仓
NSC
NORFOLK SOUTHN CORP
-$238.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$237.0K
34,796
-11%
清仓
—
GSK PLC
-$236.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$234.0K
4,308
-24%
增持
QYLD
GLOBAL X FDS
+$234.0K
52,616
+56%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$227.0K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$224.0K
1,000
-56%
建仓
FE
FIRSTENERGY CORP
+$224.0K
6,060
减持
UNP
UNION PAC CORP
-$223.0K
1,746
-34%
减持
XLV
SELECT SECTOR SPDR TR
-$223.0K
1,375
-55%
减持
VUG
VANGUARD INDEX FDS
-$221.0K
2,072
-30%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$220.0K
4,142
建仓
NUE
NUCOR CORP
+$218.0K
2,036
建仓
PINS
PINTEREST INC
+$217.0K
9,324
增持
V
VISA INC
+$217.0K
5,771
+41%
增持
CVS
CVS HEALTH CORP
+$216.0K
11,135
+22%
建仓
PANW
PALO ALTO NETWORKS INC
+$211.0K
1,286
建仓
TJX
TJX COS INC NEW
+$211.0K
3,398
增持
PYPL
PAYPAL HLDGS INC
+$207.0K
5,722
+40%
建仓
MA
MASTERCARD INCORPORATED
+$207.0K
729
清仓
UYG
PROSHARES TR
-$204.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$202.0K
13,458
-23%
建仓
ALB
ALBEMARLE CORP
+$202.0K
764
减持
NKE
NIKE INC
-$195.0K
3,193
-29%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$193.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$192.0K
9,840
+54%
建仓
FITB
FIFTH THIRD BANCORP
+$191.0K
5,970
清仓
IYY
ISHARES TR
-$182.0K
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$182.0K
65,983
+15%
减持
CL
COLGATE PALMOLIVE CO
-$180.0K
2,964
-39%
减持
SCHF
SCHWAB STRATEGIC TR
-$174.0K
68
-99%
增持
SPYV
SPDR SER TR
+$172.0K
5,173
+3153%
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$169.0K
14,218
减持
VOT
VANGUARD INDEX FDS
-$167.0K
20
-98%
减持
VOE
VANGUARD INDEX FDS
-$167.0K
802
-61%
增持
—
EXXON MOBIL CORP
+$163.0K
23,999
+6%
建仓
XAR
SPDR SER TR
+$160.0K
1,748
增持
CRWD
CROWDSTRIKE HLDGS INC
+$158.0K
2,393
+71%
增持
GOOG
ALPHABET INC
+$157.0K
8,049
+2754%
增持
DG
DOLLAR GEN CORP NEW
+$156.0K
3,811
+23%
增持
BP
BP PLC
+$146.0K
23,606
+27%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$144.0K
2,273
+102%
清仓
SLVP
ISHARES INC
-$142.0K
0
-100%
增持
HD
HOME DEPOT INC
+$141.0K
4,174
+13%
减持
MCD
MCDONALDS CORP
-$141.0K
5,480
-4%
减持
MRK
MERCK & CO INC
-$137.0K
17,829
-3%
清仓
IWC
ISHARES TR
-$136.0K
0
-100%
减持
PFF
ISHARES TR
-$135.0K
11,039
-25%
增持
SPYG
SPDR SER TR
+$134.0K
2,766
+2940%
减持
IYE
ISHARES TR
-$133.0K
1,056
-77%
清仓
RING
ISHARES INC
-$131.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$130.0K
12,820
-12%
减持
QQQ
INVESCO QQQ TR
-$129.0K
2,275
-13%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$128.0K
1,296
-67%
增持
VGT
VANGUARD WORLD FDS
+$127.0K
622
+217%
增持
VOO
VANGUARD INDEX FDS
+$126.0K
1,711
+36%
清仓
—
DARE BIOSCIENCE INC
-$126.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$125.0K
4,572
+20%
减持
IVW
ISHARES TR
-$125.0K
1,996
-50%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$124.0K
4,846
+211%
减持
NOC
NORTHROP GRUMMAN CORP
-$122.0K
457
-35%
减持
GLD
SPDR GOLD TR
-$120.0K
1,815
-24%
减持
VBR
VANGUARD INDEX FDS
-$120.0K
510
-60%
增持
XLF
SELECT SECTOR SPDR TR
+$119.0K
35,859
+16%
减持
IEMG
ISHARES INC
-$116.0K
8,598
-13%
