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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 16
减持 99
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$3.0M
131,692
+0%
减持
MSFT
MICROSOFT CORP
-$820.2K
30,492
-1%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$599.2K
0
-100%
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
BSV
VANGUARD BD INDEX FDS
-$592.3K
1,210
-87%
减持
IVV
ISHARES TR
-$554.9K
2,737
-29%
减持
NEE
NEXTERA ENERGY INC
-$464.3K
22,909
-4%
减持
AMZN
AMAZON COM INC
-$458.0K
33,719
-7%
减持
MRK
MERCK & CO INC
-$424.5K
17,485
-9%
减持
JNJ
JOHNSON & JOHNSON
-$376.6K
17,344
-7%
减持
HD
HOME DEPOT INC
-$368.2K
3,617
-23%
清仓
SO
SOUTHERN CO
-$365.9K
0
-100%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$339.6K
23,325
减持
V
VISA INC
-$331.3K
5,447
-18%
减持
MCD
MCDONALDS CORP
-$331.0K
5,026
-9%
减持
SBUX
STARBUCKS CORP
-$316.7K
14,567
-12%
清仓
MDLZ
MONDELEZ INTL INC
-$302.6K
0
-100%
增持
—
EATON CORP PLC
+$298.3K
3,527
+56%
减持
LOW
LOWES COS INC
-$297.3K
12,157
-3%
减持
RTX
RTX CORPORATION
-$293.0K
10,917
-1%
清仓
PNC
PNC FINL SVCS GROUP INC
-$282.8K
0
-100%
清仓
GIS
GENERAL MLS INC
-$281.3K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$274.3K
5,411
-13%
清仓
CRL
CHARLES RIV LABS INTL INC
-$265.8K
0
-100%
清仓
DE
DEERE & CO
-$265.8K
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$260.3K
70,593
-6%
增持
XLE
SELECT SECTOR SPDR TR
+$257.9K
27,265
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$256.3K
7,575
-23%
减持
ROL
ROLLINS INC
-$249.0K
24,646
-10%
清仓
CCI
CROWN CASTLE INC
-$248.6K
0
-100%
清仓
—
DISCOVER FINL SVCS
-$247.6K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$247.2K
12,358
-9%
清仓
—
ASML HOLDING N V
-$244.4K
0
-100%
减持
AVGO
BROADCOM INC
-$238.3K
3,584
-3%
清仓
ALB
ALBEMARLE CORP
-$237.5K
0
-100%
减持
WPC
WP CAREY INC
-$237.1K
16,826
-1%
建仓
PNNT
PENNANTPARK INVT CORP
+$236.1K
35,876
清仓
DLB
DOLBY LABORATORIES INC
-$233.5K
0
-100%
清仓
DOW
DOW INC
-$224.2K
0
-100%
建仓
PCF
HIGH INCOME SECS FD
+$220.2K
35,569
清仓
ADI
ANALOG DEVICES INC
-$219.4K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$215.5K
8,764
-11%
减持
PODD
INSULET CORP
-$212.7K
1,467
-5%
清仓
CL
COLGATE PALMOLIVE CO
-$212.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$210.8K
2,287
-19%
减持
HON
HONEYWELL INTL INC
-$210.6K
9,057
-0%
清仓
QCOM
QUALCOMM INC
-$210.5K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$209.9K
0
-100%
减持
QUAL
ISHARES TR
-$209.4K
189
-89%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$209.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$204.4K
0
-100%
清仓
PLD
PROLOGIS INC.
-$203.9K
0
-100%
清仓
YUM
YUM BRANDS INC
-$203.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$199.2K
22,688
-4%
减持
PFE
PFIZER INC
-$195.4K
29,820
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$192.8K
24,903
-7%
减持
—
EXXON MOBIL CORP
+$190.2K
21,825
-1%
减持
KO
COCA COLA CO
-$186.8K
23,048
-6%
减持
PEP
PEPSICO INC
-$186.6K
8,111
-4%
减持
ABBV
ABBVIE INC
+$183.9K
19,328
-3%
减持
NFLX
NETFLIX INC
-$182.1K
739
-29%
增持
DG
DOLLAR GEN CORP NEW
-$182.0K
2,999
+2%
减持
EFG
ISHARES TR
-$176.7K
1,804
-48%
增持
FBNC
FIRST BANCORP N C
-$175.2K
177,724
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$173.7K
9,207
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$173.1K
54,802
+5%
减持
JPM
JPMORGAN CHASE & CO
-$171.3K
25,089
-4%
减持
T
AT&T INC
-$164.3K
76,146
-7%
减持
TXN
TEXAS INSTRS INC
-$163.4K
2,532
-19%
减持
CAT
CATERPILLAR INC
-$161.7K
2,373
-28%
增持
AGNC
AGNC INVT CORP
+$161.6K
36,780
+101%
建仓
BRSP
BRIGHTSPIRE CAPITAL INC
+$148.2K
23,676
建仓
BDN
BRANDYWINE RLTY TR
+$147.6K
32,513
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$146.1K
74,492
+4%
减持
D
DOMINION ENERGY INC
-$142.7K
15,942
-3%
增持
TGT
TARGET CORP
-$138.8K
7,342
+2%
减持
DEO
DIAGEO PLC
-$138.2K
2,403
-16%
减持
ORCL
ORACLE CORP
-$132.9K
4,819
-11%
减持
DIS
DISNEY WALT CO
-$130.3K
8,220
-8%
建仓
FITB
FIFTH THIRD BANCORP
+$129.9K
5,129
减持
SPGI
S&P GLOBAL INC
-$128.6K
1,198
-15%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$128.4K
64,665
-5%
减持
IEMG
ISHARES INC
-$125.8K
7,421
-24%
增持
QDPL
PACER FDS TR
+$124.1K
26,350
+24%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$123.8K
1,831
减持
AMGN
AMGEN INC
-$123.7K
2,410
-31%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$121.8K
0
-100%
增持
SPSM
SPDR SER TR
-$121.2K
67,788
+0%
减持
ESGU
ISHARES TR
-$120.6K
2,493
-32%
减持
WM
WASTE MGMT INC DEL
-$119.4K
4,150
-4%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$118.4K
3,361
-17%
减持
FCX
FREEPORT-MCMORAN INC
-$115.9K
5,944
-30%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$114.7K
0
-100%
清仓
SPMB
SPDR SER TR
-$114.4K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$112.4K
2,276
+48%
减持
META
META PLATFORMS INC
-$112.1K
3,873
-13%
减持
LQD
ISHARES TR
-$112.0K
14,494
-1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$110.7K
3,085
+265%
减持
TSLA
TESLA INC
-$110.7K
2,421
-12%
减持
XLF
SELECT SECTOR SPDR TR
-$109.3K
30,116
-8%
建仓
SPEM
SPDR INDEX SHS FDS
+$108.5K
3,233
减持
IWF
ISHARES TR
-$107.8K
11,666
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$106.4K
1,124
-9%
减持
LLY
ELI LILLY & CO
+$106.1K
2,744
-6%
减持
EFV
ISHARES TR
-$105.0K
2,751
-44%
减持
APD
AIR PRODS & CHEMS INC
-$104.3K
1,072
-21%
减持
—
JOHNSON CTLS INTL PLC
-$103.3K
4,491
-11%
减持
C
CITIGROUP INC
-$103.2K
7,454
-16%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$102.9K
1,784
-61%
减持
NVDA
NVIDIA CORPORATION
+$102.8K
17,343
-1%
增持
VPU
VANGUARD WORLD FDS
-$101.8K
6,978
+0%
增持
GCOW
PACER FDS TR
+$101.7K
70,965
+7%
减持
SPAB
SPDR SER TR
-$100.6K
7,923
-32%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$99.7K
915
-21%
减持
—
BLACKROCK INC
-$98.6K
494
-18%
减持
BA
BOEING CO
-$97.4K
3,691
-3%
减持
NKE
NIKE INC
-$97.0K
3,171
-13%
减持
BIL
SPDR SER TR
-$96.5K
336
-76%
减持
IYW
ISHARES TR
-$96.0K
1,932
-30%
建仓
PHK
PIMCO HIGH INCOME FD
+$94.8K
21,456
减持
GS
GOLDMAN SACHS GROUP INC
-$94.5K
1,007
-23%
减持
O
REALTY INCOME CORP
-$94.4K
9,348
-0%
减持
ABT
ABBOTT LABS
-$92.5K
3,542
-11%
减持
AXP
AMERICAN EXPRESS CO
-$91.3K
2,174
-9%
减持
CRM
SALESFORCE INC
-$90.7K
1,109
-26%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$89.8K
6,722
-10%
减持
—
MEDTRONIC PLC
-$89.7K
2,594
-22%
减持
BAC
BANK AMERICA CORP
-$89.6K
30,935
-5%
减持
IUSB
ISHARES TR
-$89.4K
5,111
-26%
减持
RY
ROYAL BK CDA
-$88.3K
10,907
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$87.5K
2,648
-2%
减持
WMT
WALMART INC
-$83.8K
5,291
-11%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$83.2K
27,795
-2%
减持
MA
MASTERCARD INCORPORATED
-$81.4K
1,001
-18%
减持
PYPL
PAYPAL HLDGS INC
-$80.3K
3,429
-19%
建仓
SPDW
SPDR INDEX SHS FDS
+$79.4K
2,559
减持
—
ACCENTURE PLC IRELAND
-$78.8K
1,153
-18%
减持
HYG
ISHARES TR
-$78.1K
916
-53%
减持
GOOGL
ALPHABET INC
+$77.8K
19,739
-6%
减持
DIV
GLOBAL X FDS
-$73.9K
30,529
-10%
减持
MBB
ISHARES TR
-$72.5K
1,480
-32%
减持
KMB
KIMBERLY-CLARK CORP
-$71.9K
2,057
-11%
减持
—
LINDE PLC
-$71.9K
1,033
-14%
减持
XLK
SELECT SECTOR SPDR TR
-$70.6K
4,530
-3%
减持
RSG
REPUBLIC SVCS INC
-$68.4K
1,543
-18%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$67.1K
7,374
-0%
减持
DAL
DELTA AIR LINES INC DEL
-$66.4K
5,615
-3%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
-$62.2K
49,185
+1%
减持
CMCSA
COMCAST CORP NEW
-$62.2K
17,288
-13%
减持
—
TE CONNECTIVITY LTD
-$62.2K
2,836
-4%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$61.8K
0
-100%
