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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 38
增持 99
减持 7
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.2M
131,474
+26%
增持
NVDA
NVIDIA CORPORATION
+$4.9M
17,590
+90%
增持
MSFT
MICROSOFT CORP
+$3.5M
30,681
+26%
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。
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$3.0M
0
-100%
增持
SPSM
SPDR SER TR
+$2.6M
67,524
+4002%
清仓
—
SPDR SER TR
-$2.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.7M
36,394
+25%
增持
HON
HONEYWELL INTL INC
+$1.5M
9,078
+369%
增持
—
EXXON MOBIL CORP
+$1.3M
22,153
+131%
增持
JPM
JPMORGAN CHASE & CO
+$883.3K
26,195
+19%
增持
JNJ
JOHNSON & JOHNSON
+$876.3K
18,595
+32%
减持
AVGO
BROADCOM INC
+$833.6K
3,706
-1%
增持
IVV
ISHARES TR
+$828.3K
3,882
+76%
增持
FBNC
FIRST BANCORP N C
+$773.6K
173,997
+39%
增持
LOW
LOWES COS INC
+$742.9K
12,513
+19%
增持
CVX
CHEVRON CORP NEW
+$705.3K
18,328
+40%
增持
AMD
ADVANCED MICRO DEVICES INC
+$672.8K
9,803
+112%
增持
BSV
VANGUARD BD INDEX FDS
+$599.3K
9,041
+724%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$594.9K
71,638
+20%
减持
SRET
GLOBAL X FDS
-$575.3K
3,907
-87%
增持
MRK
MERCK & CO INC
+$546.4K
19,279
+23%
增持
PG
PROCTER AND GAMBLE CO
+$526.3K
13,508
+32%
增持
GOOGL
ALPHABET INC
+$511.6K
20,929
+9%
增持
QDPL
PACER FDS TR
+$502.6K
21,275
+264%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$473.6K
1,152
增持
META
META PLATFORMS INC
+$473.1K
4,442
+19%
增持
HD
HOME DEPOT INC
+$463.6K
4,703
+39%
建仓
—
LINDE PLC
+$456.4K
1,198
增持
AMGN
AMGEN INC
+$452.9K
3,474
+165%
增持
LLY
LILLY ELI & CO
+$431.6K
2,917
+7%
增持
V
VISA INC
+$427.1K
6,670
+31%
建仓
AXP
AMERICAN EXPRESS CO
+$415.6K
2,386
增持
ABBV
ABBVIE INC
-$415.2K
20,019
+3%
清仓
COWZ
PACER FDS TR
-$395.6K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$390.8K
9,271
+2%
建仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$382.5K
3,578
增持
QQQ
INVESCO QQQ TR
+$370.3K
2,519
+43%
建仓
SO
SOUTHERN CO
+$365.9K
5,208
建仓
WMB
WILLIAMS COS INC
+$364.0K
11,155
增持
IWF
ISHARES TR
+$361.1K
11,668
+0%
增持
GOOG
ALPHABET INC
+$329.4K
8,941
+24%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$321.7K
12,208
增持
SBUX
STARBUCKS CORP
+$319.5K
16,619
+31%
减持
DIS
DISNEY WALT CO
-$316.5K
8,922
-20%
建仓
KMPR
KEMPER CORP
+$312.7K
6,480
建仓
CW
CURTISS WRIGHT CORP
+$308.5K
1,680
建仓
FNB
F N B CORP
+$302.1K
26,406
建仓
RSG
REPUBLIC SVCS INC
+$288.4K
1,883
增持
SPYV
SPDR SER TR
+$283.6K
11,794
+113%
建仓
PNC
PNC FINL SVCS GROUP INC
+$282.8K
2,245
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$281.6K
6,203
+47%
建仓
GIS
GENERAL MLS INC
+$281.3K
3,668
建仓
ET
ENERGY TRANSFER L P
+$279.6K
22,017
建仓
AMAT
APPLIED MATLS INC
+$277.8K
1,922
建仓
DAL
DELTA AIR LINES INC DEL
+$274.2K
5,767
增持
WMT
WALMART INC
+$266.0K
5,917
+31%
建仓
CRL
CHARLES RIV LABS INTL INC
+$265.8K
1,264
建仓
DE
DEERE & CO
+$265.8K
656
增持
WSBC
WESBANCO INC
+$260.2K
19,137
+156%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$260.0K
1,758
+13%
增持
GCOW
PACER FDS TR
+$258.9K
66,590
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$258.7K
2,838
+28%
增持
TSLA
TESLA INC
+$253.9K
2,737
+18%
增持
CAT
CATERPILLAR INC
+$253.5K
3,290
+35%
建仓
ITW
ILLINOIS TOOL WKS INC
+$253.4K
1,013
建仓
—
DISCOVER FINL SVCS
+$247.6K
2,119
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$244.7K
5,403
+9%
增持
IJR
ISHARES TR
+$244.4K
4,224
+130%
建仓
—
ASML HOLDING N V
+$244.4K
337
增持
T
AT&T INC
-$243.8K
82,009
+3%
增持
DG
DOLLAR GEN CORP NEW
+$242.1K
2,941
+143%
建仓
ELV
ELEVANCE HEALTH INC
+$241.1K
543
增持
VEA
VANGUARD TAX-MANAGED FDS
+$240.9K
12,310
+70%
增持
MCD
MCDONALDS CORP
+$239.6K
5,546
+11%
增持
SPYM
SPDR SER TR
+$238.1K
5,821
+330%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$237.5K
3,562
建仓
ALB
ALBEMARLE CORP
+$237.5K
1,064
建仓
INTU
INTUIT
+$236.7K
517
建仓
DLB
DOLBY LABORATORIES INC
+$233.5K
2,790
增持
XRMI
GLOBAL X FDS
+$230.0K
12,329
+1102%
建仓
DOW
DOW INC
+$224.2K
4,210
增持
NFLX
NETFLIX INC
+$222.8K
1,047
+48%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$220.1K
2,996
建仓
ADI
ANALOG DEVICES INC
+$219.4K
1,126
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$218.4K
9,134
+142%
清仓
FE
FIRSTENERGY CORP
-$216.6K
0
-100%
增持
IJH
ISHARES TR
+$212.4K
1,591
+94%
建仓
CL
COLGATE PALMOLIVE CO
+$212.0K
2,752
增持
BA
BOEING CO
+$210.5K
3,812
+36%
增持
TGT
TARGET CORP
-$210.2K
7,207
+3%
增持
COP
CONOCOPHILLIPS
+$210.0K
4,776
+69%
建仓
OXY
OCCIDENTAL PETE CORP
+$209.9K
3,570
建仓
MRSH
MARSH & MCLENNAN COS INC
+$209.0K
1,111
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$207.8K
0
-100%
建仓
MS
MORGAN STANLEY
+$204.4K
2,393
建仓
PLD
PROLOGIS INC.
+$203.9K
1,663
建仓
YUM
YUM BRANDS INC
+$203.0K
1,465
增持
PEP
PEPSICO INC
+$198.3K
8,427
+13%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$197.8K
1,959
+197%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$194.4K
7,378
+5%
增持
ORCL
ORACLE CORP
+$186.4K
5,402
+12%
增持
QUAL
ISHARES TR
+$183.5K
1,737
+325%
增持
ROL
ROLLINS INC
+$181.7K
27,294
+3%
增持
CMCSA
COMCAST CORP NEW
+$169.5K
19,945
+15%
增持
—
ACCENTURE PLC IRELAND
+$161.6K
1,403
+46%
增持
EFG
ISHARES TR
+$161.0K
3,484
+92%
清仓
FITB
FIFTH THIRD BANCORP
-$160.1K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$151.0K
2,138
+17%
增持
VO
VANGUARD INDEX FDS
+$150.7K
1,295
+103%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$150.7K
6,526
+12%
增持
TJX
TJX COS INC NEW
+$150.6K
4,885
+45%
增持
IWR
ISHARES TR
+$148.6K
5,650
+50%
建仓
DJIA
GLOBAL X FDS
+$145.9K
6,592
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$144.4K
28,492
+14%
增持
VOO
VANGUARD INDEX FDS
+$144.1K
1,716
+16%
增持
SPGI
S&P GLOBAL INC
+$143.6K
1,413
+16%
增持
IEMG
ISHARES INC
+$142.3K
9,717
+41%
增持
VTV
VANGUARD INDEX FDS
+$140.0K
4,449
+25%
增持
—
LAM RESEARCH CORP
+$133.6K
668
+12%
增持
ESGU
ISHARES TR
+$126.9K
3,640
+45%
增持
XLK
SELECT SECTOR SPDR TR
+$124.3K
4,677
+2%
减持
QCOM
QUALCOMM INC
-$123.2K
1,769
-34%
增持
IYW
ISHARES TR
+$119.5K
2,744
+42%
增持
MA
MASTERCARD INCORPORATED
+$119.1K
1,215
+24%
减持
NEWT
NEWTEKONE INC
+$114.2K
42,490
-3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$112.6K
9,811
+25%
增持
UPS
UNITED PARCEL SERVICE INC
+$111.5K
6,236
+20%
增持
SDIV
GLOBAL X FDS
+$110.5K
8,466
+142%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$110.2K
4,067
+25%
增持
DUK
DUKE ENERGY CORP NEW
+$105.7K
51,969
+10%
增持
CSX
CSX CORP
+$105.3K
12,598
+17%
增持
EFV
ISHARES TR
+$104.9K
4,895
+77%
减持
EMB
ISHARES TR
-$104.8K
408
-75%
增持
CRM
SALESFORCE INC
+$101.2K
1,494
+38%
增持
QYLD
GLOBAL X FDS
+$98.9K
49,985
+9%
增持
BP
BP PLC
+$98.6K
22,722
+24%
建仓
XT
ISHARES TR
+$97.9K
1,760
增持
BIL
SPDR SER TR
+$96.9K
1,387
+318%
建仓
KOMP
SPDR SER TR
+$94.3K
2,114
增持
XYLD
GLOBAL X FDS
+$94.3K
10,079
+28%
增持
XLI
SELECT SECTOR SPDR TR
+$93.4K
3,793
+22%
减持
KMI
KINDER MORGAN INC DEL
-$90.9K
23,119
-17%
增持
FCX
FREEPORT-MCMORAN INC
+$89.0K
8,439
+43%
增持
GS
GOLDMAN SACHS GROUP INC
+$87.8K
1,303
+29%
增持
GSK
GSK PLC
+$87.8K
9,298
+37%
增持
IWD
ISHARES TR
+$85.3K
14,586
+0%
增持
GLD
SPDR GOLD TR
+$84.1K
2,045
+34%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$83.2K
2,302
+86%
增持
KO
COCA COLA CO
+$80.2K
24,527
+10%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$79.4K
3,433
+50%
