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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 25
减持 90
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
FBNC
FIRST BANCORP N C
-$3.1M
124,866
-28%
建仓
GCOW
PACER FDS TR
+$1.9M
57,940
减持
HON
HONEYWELL INTL INC
-$1.6M
1,934
-79%
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
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
59,559
+92%
减持
—
EXXON MOBIL CORP
-$1.4M
9,571
-57%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$1.1M
63,142
-54%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
14,112
-22%
减持
CVX
CHEVRON CORP NEW
-$902.8K
13,119
-24%
减持
DUK
DUKE ENERGY CORP NEW
-$760.2K
47,065
-9%
减持
DG
DOLLAR GEN CORP NEW
-$607.4K
1,209
-66%
减持
VZ
VERIZON COMMUNICATIONS INC
-$563.4K
23,758
-37%
减持
TFC
TRUIST FINL CORP
-$507.7K
22,890
-23%
减持
JPM
JPMORGAN CHASE & CO
-$507.1K
22,030
-14%
减持
XLE
SELECT SECTOR SPDR TR
-$456.7K
27,444
-12%
减持
AAPL
APPLE INC
+$453.8K
104,446
-19%
减持
WSBC
WESBANCO INC
-$427.2K
7,489
-58%
减持
LOW
LOWES COS INC
-$413.9K
10,534
-16%
减持
MSFT
MICROSOFT CORP
+$380.5K
24,294
-12%
减持
PFE
PFIZER INC
-$376.4K
29,471
-4%
减持
PG
PROCTER AND GAMBLE CO
-$376.4K
10,251
-18%
增持
GOOGL
ALPHABET INC
+$370.9K
19,169
+4%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$365.9K
0
-100%
增持
IWF
ISHARES TR
+$363.5K
11,663
+1%
清仓
SO
SOUTHERN CO
-$353.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$349.3K
4,207
-34%
增持
—
SPDR SER TR
+$348.0K
29,469
+14%
减持
IVV
ISHARES TR
-$346.7K
2,205
-32%
减持
META
META PLATFORMS INC
+$346.6K
3,746
-1%
减持
HD
HOME DEPOT INC
-$343.3K
3,393
-20%
清仓
—
LINDE PLC
-$335.5K
0
-100%
清仓
—
STORE CAP CORP
-$321.0K
0
-100%
清仓
KMPR
KEMPER CORP
-$318.8K
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$317.4K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$311.9K
0
-100%
清仓
FNB
F N B CORP
-$297.5K
0
-100%
减持
—
LAM RESEARCH CORP
-$290.0K
594
-57%
清仓
ELV
ELEVANCE HEALTH INC
-$285.2K
0
-100%
减持
AVGO
BROADCOM INC
+$282.8K
3,727
-1%
清仓
CW
CURTISS WRIGHT CORP
-$280.5K
0
-100%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$277.6K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$276.1K
0
-100%
清仓
GIS
GENERAL MLS INC
-$274.9K
0
-100%
建仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
+$274.2K
10,070
建仓
—
ACCENTURE PLC IRELAND
+$271.2K
960
增持
SCHD
SCHWAB STRATEGIC TR
+$266.5K
8,519
+79%
减持
MRK
MERCK & CO INC
-$266.5K
15,690
-10%
减持
COP
CONOCOPHILLIPS
-$256.2K
2,819
-39%
清仓
MMM
3M CO
-$247.3K
0
-100%
建仓
EQT
EQT CORP
+$246.4K
7,717
建仓
HUBS
HUBSPOT INC
+$245.1K
591
清仓
NFG
NATIONAL FUEL GAS CO
-$242.6K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$238.4K
0
-100%
减持
AMZN
AMAZON COM INC
+$232.8K
29,230
-11%
清仓
CL
COLGATE PALMOLIVE CO
-$232.5K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$232.1K
22,019
-5%
减持
CVS
CVS HEALTH CORP
-$229.4K
10,763
-3%
减持
CAT
CATERPILLAR INC
-$227.9K
2,437
-26%
清仓
PNC
PNC FINL SVCS GROUP INC
-$227.0K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$224.4K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$224.2K
764
增持
TSLA
TESLA INC
+$222.0K
2,322
+19%
建仓
PANW
PALO ALTO NETWORKS INC
+$214.6K
1,073
建仓
CRM
SALESFORCE INC
+$214.4K
1,079
减持
VEA
VANGUARD TAX-MANAGED FDS
-$210.5K
7,246
-43%
减持
T
AT&T INC
-$205.8K
79,497
-17%
清仓
DAL
DELTA AIR LINES INC DEL
-$205.5K
0
-100%
清仓
—
WOLFSPEED INC
-$203.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$202.7K
2,215
-10%
减持
—
EATON CORP PLC
-$198.2K
2,335
-38%
减持
PEP
PEPSICO INC
-$197.4K
7,471
-13%
减持
IJH
ISHARES TR
-$187.0K
820
-49%
减持
SPY
SPDR S&P 500 ETF TR
+$176.5K
9,083
-2%
建仓
QDPL
PACER FDS TR
+$175.1K
5,850
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$172.9K
79,897
+3%
减持
INTC
INTEL CORP
-$158.6K
14,874
-38%
减持
—
BLACKROCK INC
-$144.6K
576
-23%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$142.2K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$142.0K
7,837
-13%
减持
DIS
DISNEY WALT CO
+$141.7K
11,086
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$141.0K
659
-61%
减持
BAC
BANK AMERICA CORP
-$138.8K
31,181
-0%
减持
VO
VANGUARD INDEX FDS
-$137.3K
638
-52%
减持
D
DOMINION ENERGY INC
-$136.4K
14,194
-8%
减持
VTV
VANGUARD INDEX FDS
-$134.2K
3,562
-20%
减持
BA
BOEING CO
-$132.9K
2,813
-26%
减持
PFF
ISHARES TR
-$130.9K
6,196
-42%
建仓
FTXG
FIRST TR EXCHANGE-TRADED FD
+$129.1K
4,801
减持
IWR
ISHARES TR
-$126.4K
3,776
-35%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$125.3K
4,647
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$124.2K
5,168
-38%
增持
FPEI
FIRST TR EXCH TRADED FD III
-$123.3K
178,415
+2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$119.6K
4,618
-47%
建仓
FXZ
FIRST TR EXCHANGE TRADED FD
+$117.3K
1,795
增持
EMB
ISHARES TR
+$114.5K
1,624
+436%
增持
XOP
SPDR SER TR
+$112.6K
2,463
+66%
减持
TGT
TARGET CORP
+$111.2K
7,020
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$105.1K
4,973
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$104.0K
34,435
-3%
减持
QCOM
QUALCOMM INC
-$102.3K
2,699
-32%
增持
MO
ALTRIA GROUP INC
+$100.8K
49,104
+4%
减持
WPC
WP CAREY INC
-$100.0K
16,271
-2%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$95.7K
845
-71%
减持
WMT
WALMART INC
-$93.8K
4,510
-16%
减持
MCD
MCDONALDS CORP
+$92.3K
4,997
-0%
减持
ABT
ABBOTT LABS
-$90.0K
4,563
-9%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$87.9K
58
-94%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$87.2K
1,238
-48%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$87.0K
7,043
+3%
增持
GSLC
GOLDMAN SACHS ETF TR
+$86.2K
3,523
+32%
减持
PYPL
PAYPAL HLDGS INC
-$85.9K
3,199
-31%
减持
IJR
ISHARES TR
-$85.3K
1,834
-34%
清仓
FTXR
FIRST TR EXCHANGE-TRADED FD
-$85.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$80.7K
1,028
+9%
减持
GSK
GSK PLC
-$79.6K
6,797
-26%
减持
KO
COCA COLA CO
-$79.6K
22,266
-4%
增持
ADSK
AUTODESK INC
+$79.4K
1,658
+25%
减持
BP
BP PLC
-$79.2K
18,290
-18%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$78.0K
1,560
+1%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$78.0K
24,987
-8%
增持
QYLD
GLOBAL X FDS
+$76.1K
45,884
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$74.6K
4,571
-7%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$74.5K
4,270
+108%
减持
ITB
ISHARES TR
-$71.0K
301
-80%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$69.8K
1,454
-36%
减持
IAT
ISHARES TR
-$69.6K
860
-59%
增持
MAR
MARRIOTT INTL INC NEW
+$69.2K
3,687
+1%
减持
VOO
VANGUARD INDEX FDS
-$69.2K
1,476
-17%
增持
VGT
VANGUARD WORLD FDS
+$68.7K
713
+11%
增持
CMCSA
COMCAST CORP NEW
+$68.5K
17,295
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$67.1K
9,687
-9%
减持
NVDA
NVIDIA CORPORATION
+$67.1K
9,252
-46%
减持
CSX
CSX CORP
-$64.9K
10,787
-14%
减持
IEMG
ISHARES INC
-$64.8K
6,872
-20%
减持
IHF
ISHARES TR
-$64.7K
10
-96%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$63.4K
2,689
-7%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$60.1K
2,284
+76%
减持
GOOG
ALPHABET INC
+$59.3K
7,195
-8%
增持
XYLD
GLOBAL X FDS
+$57.6K
7,888
+19%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$57.1K
3,265
+0%
减持
PRU
PRUDENTIAL FINL INC
-$55.8K
3,358
-1%
减持
ENB
ENBRIDGE INC
-$54.8K
11,287
-10%
减持
AGG
ISHARES TR
-$54.5K
1,932
-24%
减持
UNP
UNION PAC CORP
-$53.9K
1,197
-16%
减持
CSCO
CISCO SYS INC
+$52.7K
17,739
-3%
减持
ORCL
ORACLE CORP
+$52.4K
4,838
-2%
减持
AMGN
AMGEN INC
-$52.3K
1,310
-7%
减持
O
REALTY INCOME CORP
-$52.0K
9,769
-7%
减持
IYC
ISHARES TR
-$51.5K
265
-78%
减持
TXN
TEXAS INSTRS INC
+$51.1K
2,646
-0%
减持
WBD
WARNER BROS DISCOVERY INC
+$50.7K
20,674
-22%
