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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 72
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$4.4M
48,161
+14234%
减持
AAPL
APPLE INC
+$2.7M
131,364
-0%
增持
MSFT
MICROSOFT CORP
+$2.1M
31,123
+2%
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
NVDA
NVIDIA CORPORATION
+$1.4M
17,998
+4%
减持
FBNC
FIRST BANCORP N C
+$1.4M
171,921
-3%
减持
STIP
ISHARES TR
-$904.2K
933
-91%
增持
AMZN
AMAZON COM INC
+$872.5K
33,953
+1%
减持
AVGO
BROADCOM INC
+$639.9K
3,240
-10%
建仓
—
AON PLC
+$628.7K
2,160
减持
JPM
JPMORGAN CHASE & CO
+$620.9K
25,040
-0%
建仓
DGRW
WISDOMTREE TR
+$525.3K
7,474
增持
SPY
SPDR S&P 500 ETF TR
+$513.9K
9,362
+2%
减持
IWF
ISHARES TR
+$421.5K
11,625
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$388.6K
8,749
-0%
清仓
—
LAM RESEARCH CORP
-$373.6K
0
-100%
增持
—
EXXON MOBIL CORP
-$365.2K
22,014
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$355.1K
7,496
+2%
增持
TGT
TARGET CORP
+$350.5K
8,161
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$327.5K
7,197
+19%
减持
DIV
GLOBAL X FDS
-$316.2K
10,373
-66%
增持
CVX
CHEVRON CORP NEW
-$306.6K
17,151
+1%
增持
BDN
BRANDYWINE RLTY TR
+$304.0K
83,623
+157%
增持
INTC
INTEL CORP
+$302.4K
15,547
+15%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$290.8K
5,048
减持
LLY
ELI LILLY & CO
-$275.1K
2,057
-25%
增持
TFC
TRUIST FINL CORP
+$273.3K
29,093
+4%
建仓
BCIC
PORTMAN RIDGE FIN CORP
+$255.0K
14,018
清仓
KMB
KIMBERLY-CLARK CORP
-$248.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$246.2K
20,254
+3%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$241.5K
84,946
+2%
增持
META
META PLATFORMS INC
+$241.4K
3,967
+2%
减持
BA
BOEING CO
+$238.4K
3,629
-2%
建仓
PNC
PNC FINL SVCS GROUP INC
+$236.6K
1,528
增持
V
VISA INC
+$235.2K
5,715
+5%
建仓
QCOM
QUALCOMM INC
+$231.0K
1,597
增持
HON
HONEYWELL INTL INC
+$230.7K
9,079
+0%
增持
BAC
BANK AMERICA CORP
+$228.9K
31,953
+3%
清仓
BIIB
BIOGEN INC
-$224.1K
0
-100%
增持
AGNC
AGNC INVT CORP
+$218.8K
57,699
+57%
建仓
—
DISCOVER FINL SVCS
+$217.5K
1,935
建仓
CL
COLGATE PALMOLIVE CO
+$212.5K
2,666
建仓
CCI
CROWN CASTLE INC
+$208.5K
1,810
减持
DUK
DUKE ENERGY CORP NEW
+$206.3K
51,970
-5%
建仓
PSX
PHILLIPS 66
+$205.4K
1,543
建仓
DOW
DOW INC
+$204.8K
3,734
建仓
MRSH
MARSH & MCLENNAN COS INC
+$202.6K
1,069
建仓
OLED
UNIVERSAL DISPLAY CORP
+$200.8K
1,050
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$200.8K
1,833
建仓
PFFA
ETFIS SER TR I
+$199.7K
9,642
增持
ABBV
ABBVIE INC
+$191.0K
19,824
+3%
建仓
USB
US BANCORP DEL
+$182.1K
4,206
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$176.9K
77,939
+5%
增持
PHK
PIMCO HIGH INCOME FD
+$175.9K
54,259
+153%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$172.9K
7,309
+6%
增持
COST
COSTCO WHSL CORP NEW
+$166.6K
1,100
+11%
增持
RY
ROYAL BK CDA
+$166.3K
11,075
+2%
减持
WPC
WP CAREY INC
+$162.9K
16,555
-2%
减持
IWD
ISHARES TR
+$161.4K
14,377
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$157.9K
27,511
+1%
增持
RTX
RTX CORPORATION
+$157.5K
11,210
+3%
减持
MCD
MCDONALDS CORP
+$156.2K
4,992
-1%
增持
ADBE
ADOBE INC
+$155.4K
1,604
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$155.0K
2,735
+3%
增持
JNJ
JOHNSON & JOHNSON
+$153.3K
18,212
+5%
减持
ROL
ROLLINS INC
+$144.2K
24,371
-1%
减持
HD
HOME DEPOT INC
+$136.7K
3,548
-2%
增持
AXP
AMERICAN EXPRESS CO
+$133.5K
2,444
+12%
增持
BRSP
BRIGHTSPIRE CAPITAL INC
+$132.5K
37,724
+59%
减持
LQD
ISHARES TR
-$131.8K
12,171
-16%
增持
—
EATON CORP PLC
+$128.8K
3,659
+4%
建仓
SCHW
SCHWAB CHARLES CORP
+$128.0K
1,860
增持
AEP
AMERICAN ELEC PWR CO INC
+$126.7K
8,575
+13%
减持
WSBC
WESBANCO INC
+$122.5K
17,947
-1%
增持
CVS
CVS HEALTH CORP
+$119.5K
11,089
+2%
增持
UBCP
UNITED BANCORP INC OHIO
+$117.8K
32,053
+26%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$117.0K
65,579
+1%
减持
VB
VANGUARD INDEX FDS
+$113.5K
4,781
-0%
减持
DIVO
AMPLIFY ETF TR
-$111.8K
64,019
-9%
增持
PFE
PFIZER INC
-$111.4K
30,486
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$111.3K
4,436
-2%
增持
SPMD
SPDR SER TR
+$110.7K
4,773
+71%
增持
SPYV
SPDR SER TR
+$110.4K
13,553
+7%
增持
SPGI
S&P GLOBAL INC
+$108.6K
1,240
+4%
减持
QQQ
INVESCO QQQ TR
+$108.3K
2,474
-2%
减持
WM
WASTE MGMT INC DEL
+$107.5K
4,133
-0%
减持
IVV
ISHARES TR
+$106.2K
2,683
-2%
减持
MAR
MARRIOTT INTL INC NEW
+$105.1K
3,662
-0%
减持
CMCSA
COMCAST CORP NEW
-$104.2K
15,104
-13%
减持
PG
PROCTER AND GAMBLE CO
-$103.8K
11,592
-6%
增持
—
BLACKROCK INC
+$102.0K
519
+5%
减持
PINS
PINTEREST INC
+$93.8K
11,823
-7%
增持
NEE
NEXTERA ENERGY INC
+$93.8K
23,152
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$92.7K
2,196
-21%
增持
NFLX
NETFLIX INC
+$89.5K
757
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$89.5K
1,237
-38%
增持
XRMI
GLOBAL X FDS
+$88.5K
19,334
+34%
增持
QDPL
PACER FDS TR
+$88.0K
26,925
+2%
增持
UNP
UNION PAC CORP
+$87.0K
1,761
+4%
减持
DG
DOLLAR GEN CORP NEW
+$85.9K
2,966
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$85.8K
1,136
-28%
增持
O
REALTY INCOME CORP
+$84.2K
9,597
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$82.3K
686
+23%
增持
DVY
ISHARES TR
+$80.7K
2,753
+22%
减持
SPSM
SPDR SER TR
-$80.0K
57,407
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.6K
5,242
+3%
减持
WMT
WALMART INC
-$79.2K
4,865
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$79.0K
1,079
+6%
减持
GCOW
PACER FDS TR
+$78.2K
69,665
-2%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$77.8K
24,612
-11%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$74.7K
2,348
+3%
减持
VOO
VANGUARD INDEX FDS
+$74.2K
1,714
-0%
减持
VUG
VANGUARD INDEX FDS
+$72.5K
2,106
-1%
减持
DIS
DISNEY WALT CO
+$72.4K
8,180
-0%
增持
GOOG
ALPHABET INC
+$71.3K
7,768
+0%
减持
PRU
PRUDENTIAL FINL INC
-$71.0K
2,434
-29%
增持
NKE
NIKE INC
+$70.3K
3,441
+9%
增持
VGT
VANGUARD WORLD FDS
+$69.0K
738
+6%
减持
MRK
MERCK & CO INC
+$67.9K
17,134
-2%
增持
OKE
ONEOK INC NEW
+$67.3K
8,977
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$67.0K
1,978
+57%
减持
OIH
VANECK ETF TRUST
-$66.7K
436
-25%
减持
LQDH
ISHARES U S ETF TR
-$66.5K
3,263
-18%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$66.1K
2,948
+28%
减持
VDE
VANGUARD WORLD FDS
-$64.2K
358
-57%
减持
VZ
VERIZON COMMUNICATIONS INC
+$63.4K
23,090
-7%
减持
SBUX
STARBUCKS CORP
+$62.7K
14,501
-0%
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$61.6K
37,687
-23%
减持
PFF
ISHARES TR
-$61.3K
4,647
-32%
减持
IRM
IRON MTN INC DEL
+$60.8K
9,512
-7%
减持
C
CITIGROUP INC
+$60.6K
7,137
-4%
增持
BP
BP PLC
-$60.0K
22,238
+2%
减持
CAT
CATERPILLAR INC
-$58.8K
1,992
-16%
减持
GS
GOLDMAN SACHS GROUP INC
+$57.4K
993
-1%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$57.0K
4,062
+14%
减持
PODD
INSULET CORP
+$57.0K
1,341
-9%
增持
XYLD
GLOBAL X FDS
+$55.8K
11,358
+13%
增持
DJIA
GLOBAL X FDS
+$55.0K
9,451
+33%
增持
INTU
INTUIT
+$54.2K
435
+2%
增持
QYLD
GLOBAL X FDS
+$53.1K
50,934
+3%
建仓
KRE
SPDR SER TR
+$52.4K
1,000
增持
CSCO
CISCO SYS INC
-$51.6K
18,204
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$50.5K
1,126
+0%
建仓
CALF
PACER FDS TR
+$50.4K
1,050
增持
SDIV
GLOBAL X FDS
+$50.3K
11,888
+20%
减持
LOW
LOWES COS INC
+$50.3K
11,580
-5%
增持
ZTS
ZOETIS INC
+$50.1K
1,561
+5%
增持
ITW
ILLINOIS TOOL WKS INC
+$49.5K
1,025
+8%
减持
VFH
VANGUARD WORLD FDS
+$48.7K
4,627
-2%
增持
FITB
FIFTH THIRD BANCORP
+$48.7K
5,177
+1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$48.4K
6,718
-0%
