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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 12
增持 67
减持 65
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BBHY
J P MORGAN EXCHANGE TRADED F
+$3.4M
77,940
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$3.1M
174,739
减持
AAPL
APPLE INC
-$1.3M
129,373
-1%
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
AMZN
AMAZON COM INC
-$1.2M
32,956
-5%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
25,605
+13%
减持
FBNC
FIRST BANCORP N C
+$1.1M
174,230
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$673.2K
31,022
+76%
建仓
SRET
GLOBAL X FDS
+$659.7K
30,414
增持
DUK
DUKE ENERGY CORP NEW
+$645.3K
51,639
+3%
清仓
—
GLOBAL X FDS
-$641.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$620.5K
17,168
+0%
增持
DIVO
AMPLIFY ETF TR
+$611.9K
75,958
+15%
增持
ABBV
ABBVIE INC
+$543.4K
19,364
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$487.1K
31,212
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$472.6K
6,808
+10%
减持
META
META PLATFORMS INC
-$451.0K
3,781
-43%
减持
AVGO
BROADCOM INC
+$431.5K
3,753
-0%
增持
HON
HONEYWELL INTL INC
+$425.9K
8,996
+0%
减持
MRK
MERCK & CO INC
+$409.7K
17,528
-2%
增持
PM
PHILIP MORRIS INTL INC
+$409.1K
22,203
+0%
增持
—
SPDR SER TR
+$371.3K
25,888
+12%
减持
—
EXXON MOBIL CORP
+$368.6K
22,336
-7%
建仓
PRU
PRUDENTIAL FINL INC
+$336.4K
3,382
减持
NVDA
NVIDIA CORPORATION
+$321.2K
17,026
-5%
减持
DIS
DISNEY WALT CO
-$315.6K
11,181
-18%
减持
PG
PROCTER AND GAMBLE CO
+$308.7K
12,534
-1%
建仓
FNB
F N B CORP
+$297.5K
22,794
减持
IVV
ISHARES TR
-$280.3K
3,250
-24%
减持
TSLA
TESLA INC
-$278.4K
1,953
-0%
增持
JNJ
JOHNSON & JOHNSON
+$276.9K
18,194
+1%
建仓
GIS
GENERAL MLS INC
+$274.9K
3,279
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$263.7K
10,599
+8%
增持
CAT
CATERPILLAR INC
+$261.9K
3,272
+3%
减持
T
AT&T INC
+$261.7K
95,474
-2%
减持
MO
ALTRIA GROUP INC
+$248.5K
47,221
-0%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$246.1K
28,136
+39%
建仓
MDLZ
MONDELEZ INTL INC
+$241.4K
3,621
增持
PFE
PFIZER INC
+$237.5K
30,766
+1%
增持
IWD
ISHARES TR
+$228.6K
14,518
+0%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$227.9K
5,526
建仓
FCX
FREEPORT-MCMORAN INC
+$224.8K
5,917
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$211.6K
4,832
+1%
清仓
PANW
PALO ALTO NETWORKS INC
-$211.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$210.0K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$205.5K
6,254
建仓
NFLX
NETFLIX INC
+$203.8K
691
增持
SBUX
STARBUCKS CORP
+$202.3K
13,471
+0%
清仓
ALB
ALBEMARLE CORP
-$202.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$193.5K
2,636
+11%
减持
BA
BOEING CO
+$193.2K
3,818
-13%
增持
KO
COCA COLA CO
+$192.4K
23,211
+1%
增持
HD
HOME DEPOT INC
+$188.7K
4,245
+2%
增持
PEP
PEPSICO INC
+$172.9K
8,635
+2%
减持
PYPL
PAYPAL HLDGS INC
-$163.5K
4,612
-19%
增持
WPC
WP CAREY INC
+$159.6K
16,629
+2%
减持
GOOGL
ALPHABET INC
-$158.3K
18,392
-1%
增持
MA
MASTERCARD INCORPORATED
+$135.2K
984
+35%
减持
V
VISA INC
+$134.6K
5,581
-3%
减持
DGRO
ISHARES TR
-$132.8K
3,625
-49%
减持
SPY
SPDR S&P 500 ETF TR
+$132.5K
9,263
-3%
减持
XLF
SELECT SECTOR SPDR TR
+$130.0K
35,642
-1%
减持
DON
WISDOMTREE TR
-$129.0K
1,020
-77%
减持
MSFT
MICROSOFT CORP
+$124.4K
27,539
-1%
减持
D
DOMINION ENERGY INC
-$123.0K
15,379
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$117.2K
5,691
+3%
减持
QYLD
GLOBAL X FDS
-$111.7K
44,768
-15%
增持
XOP
SPDR SER TR
+$110.6K
1,484
+103%
减持
BP
BP PLC
+$108.5K
22,403
-5%
减持
NKE
NIKE INC
+$105.3K
3,165
-1%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$103.0K
0
-100%
增持
IRM
IRON MTN INC DEL
+$102.0K
10,612
+9%
减持
CSCO
CISCO SYS INC
+$102.0K
18,220
-5%
增持
BAC
BANK AMERICA CORP
+$97.9K
31,306
+1%
减持
PODD
INSULET CORP
+$96.2K
1,492
-0%
增持
—
EATON CORP PLC
+$94.4K
3,787
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$92.6K
1,550
-1%
增持
APD
AIR PRODS & CHEMS INC
+$90.5K
1,189
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$90.0K
2,887
+21%
减持
GE
GENERAL ELECTRIC CO
+$85.5K
3,908
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$84.6K
37,731
+2%
清仓
—
GLOBAL X FDS
-$84.0K
0
-100%
减持
GOOG
ALPHABET INC
-$81.1K
7,809
-3%
建仓
SDIV
GLOBAL X FDS
+$80.0K
3,330
减持
LMT
LOCKHEED MARTIN CORP
+$78.8K
1,005
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$78.5K
9,011
+0%
增持
VPU
VANGUARD WORLD FDS
+$78.5K
6,974
+0%
增持
IEFA
ISHARES TR
+$75.8K
7,930
+1%
增持
ENB
ENBRIDGE INC
+$74.4K
12,516
+12%
增持
CSX
CSX CORP
+$74.3K
12,565
+6%
减持
—
JOHNSON CTLS INTL PLC
+$74.2K
5,363
-2%
增持
COP
CONOCOPHILLIPS
+$73.1K
4,586
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$73.1K
26,471
-6%
减持
—
LAM RESEARCH CORP
+$72.9K
1,394
-0%
减持
SHY
ISHARES TR
-$66.8K
11,743
-6%
增持
WSBC
WESBANCO INC
+$64.1K
17,769
+0%
减持
ORCL
ORACLE CORP
+$63.5K
4,949
-11%
增持
VYM
VANGUARD WHITEHALL FDS
+$63.3K
4,623
+0%
增持
VOO
VANGUARD INDEX FDS
+$62.0K
1,776
+4%
增持
TJX
TJX COS INC NEW
+$59.8K
3,402
+0%
增持
XAR
SPDR SER TR
+$59.2K
1,992
+14%
减持
MCD
MCDONALDS CORP
+$59.1K
5,021
-8%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$58.8K
6,370
+12%
增持
GS
GOLDMAN SACHS GROUP INC
+$57.7K
1,013
+2%
减持
—
LINDE PLC
+$57.5K
1,029
-0%
增持
O
REALTY INCOME CORP
+$57.2K
10,535
+0%
增持
SHEL
SHELL PLC
+$56.6K
7,667
+0%
减持
ABT
ABBOTT LABS
+$56.0K
5,028
-2%
减持
WMT
WALMART INC
-$55.2K
5,344
-15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$54.3K
1,673
+17%
减持
OIH
VANECK ETF TRUST
+$54.3K
672
-5%
增持
XYLD
GLOBAL X FDS
+$53.9K
6,653
+22%
增持
DEO
DIAGEO PLC
+$53.4K
2,949
+6%
减持
IYF
ISHARES TR
-$52.7K
30
-96%
增持
XLI
SELECT SECTOR SPDR TR
+$51.2K
3,261
+0%
减持
QCOM
QUALCOMM INC
-$50.9K
3,967
-8%
减持
—
BLACKROCK INC
+$50.8K
750
-14%
增持
NUE
NUCOR CORP
+$50.5K
2,037
+0%
减持
GSK
GSK PLC
+$50.2K
9,198
-1%
增持
DLN
WISDOMTREE TR
+$50.2K
7,525
+0%
减持
DG
DOLLAR GEN CORP NEW
-$49.4K
3,511
-8%
减持
AOA
ISHARES TR
-$48.5K
812
-54%
增持
RY
ROYAL BK CDA SUSTAINABL
+$48.0K
11,583
+0%
增持
VFH
VANGUARD WORLD FDS
+$47.3K
5,238
+1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$46.8K
2,669
-24%
增持
HTGC
HERCULES CAPITAL INC
+$46.6K
22,742
+4%
减持
UNP
UNION PAC CORP
-$46.0K
1,420
-19%
增持
SCHD
SCHWAB STRATEGIC TR
+$44.6K
4,761
+1%
增持
VTI
VANGUARD INDEX FDS
+$44.6K
343
+193%
减持
ROL
ROLLINS INC
+$44.3K
28,251
-1%
减持
EFAS
GLOBAL X FDS
-$43.9K
2,610
-62%
减持
INTC
INTEL CORP
-$43.5K
24,120
-9%
减持
EMR
EMERSON ELEC CO
+$42.9K
3,809
-14%
减持
CMCSA
COMCAST CORP NEW
+$42.6K
16,890
-10%
增持
KMI
KINDER MORGAN INC DEL
+$42.4K
27,845
+1%
减持
KMB
KIMBERLY-CLARK CORP
+$41.9K
2,313
-4%
减持
LOW
LOWES COS INC
-$39.9K
12,523
-7%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$39.0K
136,073
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$38.6K
8,699
-8%
减持
COST
COSTCO WHSL CORP NEW
-$38.4K
941
-5%
增持
SPGI
S&P GLOBAL INC
+$36.6K
1,229
+0%
减持
SPYM
SPDR SER TR
-$36.5K
1,233
-44%
增持
SDY
SPDR SER TR
+$36.4K
1,562
+9%
减持
IWF
ISHARES TR
+$36.1K
11,604
-0%
增持
C
CITIGROUP INC
+$36.0K
9,596
+0%
减持
PNC
PNC FINL SVCS GROUP INC
-$36.0K
1,437
-18%
增持
VDE
VANGUARD WORLD FDS
+$35.8K
831
+30%
减持
—
MEDTRONIC PLC
-$34.8K
3,013
-10%
增持
UBSI
UNITED BANKSHARES INC WEST V
+$34.6K
6,855
+1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$34.5K
6,842
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$34.4K
9,883
+15%
