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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 42
增持 63
减持 28
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$7.6M
18,227
+1%
建仓
PULS
PGIM ETF TR
+$7.0M
140,121
增持
XLE
SELECT SECTOR SPDR TR
+$5.6M
83,432
+203%
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。
建仓
DGRS
WISDOMTREE TR
+$4.7M
94,726
增持
SPMD
SPDR SER TR
+$4.7M
92,139
+1830%
增持
DGRW
WISDOMTREE TR
+$4.1M
60,332
+707%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.9M
28,220
+510%
增持
AAPL
APPLE INC
-$2.5M
132,730
+1%
增持
DON
WISDOMTREE TR
+$1.9M
40,903
+3910%
建仓
SPTM
SPDR SER TR
+$1.9M
29,193
建仓
UAN
CVR PARTNERS LP
+$1.2M
15,498
增持
FCX
FREEPORT-MCMORAN INC
+$1.1M
27,192
+423%
增持
AMZN
AMAZON COM INC
+$1.0M
34,262
+1%
减持
MSFT
MICROSOFT CORP
+$938.7K
30,049
-3%
增持
SPYV
SPDR SER TR
+$906.2K
30,702
+127%
建仓
CF
CF INDS HLDGS INC
+$870.0K
10,456
建仓
XME
SPDR SER TR
+$847.5K
14,060
增持
QCOM
QUALCOMM INC
+$798.1K
6,079
+281%
增持
—
EATON CORP PLC
+$796.0K
5,364
+47%
增持
VUG
VANGUARD INDEX FDS
+$772.7K
4,147
+97%
建仓
OXY
OCCIDENTAL PETE CORP
+$767.8K
11,815
增持
HD
HOME DEPOT INC
+$742.2K
5,140
+45%
增持
DLN
WISDOMTREE TR
+$732.5K
17,081
+127%
增持
IWB
ISHARES TR
+$695.4K
3,211
+267%
减持
JPM
JPMORGAN CHASE & CO
+$676.4K
24,642
-2%
建仓
—
CALUMET SPECIALTY PRODS PART
+$663.5K
44,650
增持
CAT
CATERPILLAR INC
+$656.6K
3,399
+71%
减持
UNH
UNITEDHEALTH GROUP INC
-$639.3K
974
-54%
增持
T
AT&T INC
+$631.3K
103,320
+46%
建仓
ORC
ORCHID IS CAP INC
+$630.4K
70,595
增持
IVV
ISHARES TR
+$627.7K
3,632
+35%
增持
QDPL
PACER FDS TR
+$615.5K
42,050
+56%
建仓
OLN
OLIN CORP
+$585.5K
9,958
建仓
—
OXFORD LANE CAP CORP
+$583.8K
114,928
建仓
ARCC
ARES CAPITAL CORP
+$582.7K
27,987
增持
SPY
SPDR S&P 500 ETF TR
+$568.1K
9,593
+2%
增持
CVS
CVS HEALTH CORP
+$555.5K
17,942
+62%
建仓
RITM
RITHM CAPITAL CORP
+$554.2K
49,656
增持
ABBV
ABBVIE INC
+$540.3K
19,837
+0%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$533.0K
95,841
+46%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$524.4K
18,210
增持
VOO
VANGUARD INDEX FDS
+$509.5K
2,618
+53%
增持
—
EXXON MOBIL CORP
+$495.0K
23,193
+5%
增持
VTV
VANGUARD INDEX FDS
+$483.2K
6,889
+61%
建仓
LXU
LSB INDS INC
+$481.6K
54,853
建仓
YUM
YUM BRANDS INC
+$476.0K
3,433
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$462.2K
0
-100%
增持
LLY
ELI LILLY & CO
+$455.9K
2,127
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$455.0K
5,528
+5%
增持
MO
ALTRIA GROUP INC
+$444.7K
60,917
+11%
增持
SPSM
SPDR SER TR
+$422.4K
66,075
+15%
建仓
CMI
CUMMINS INC
+$421.9K
1,432
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$418.3K
2,428
增持
LOW
LOWES COS INC
+$417.4K
11,756
+2%
建仓
GDX
VANECK ETF TRUST
+$412.6K
13,049
增持
PG
PROCTER AND GAMBLE CO
+$404.8K
12,965
+12%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$401.8K
12,560
增持
CSCO
CISCO SYS INC
+$389.0K
26,221
+44%
增持
PNC
PNC FINL SVCS GROUP INC
+$387.7K
3,863
+153%
减持
IWF
ISHARES TR
+$383.6K
11,595
-0%
增持
BBHY
J P MORGAN EXCHANGE TRADED F
+$375.8K
92,577
+9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$374.4K
8,043
+7%
增持
GOOGL
ALPHABET INC
+$370.0K
21,197
+5%
减持
MRK
MERCK & CO INC
+$361.0K
16,892
-1%
建仓
SNA
SNAP ON INC
+$345.8K
1,167
增持
AMD
ADVANCED MICRO DEVICES INC
+$331.7K
8,983
+3%
建仓
BTU
PEABODY ENERGY CORP
+$330.8K
13,635
清仓
PANW
PALO ALTO NETWORKS INC
-$318.2K
0
-100%
减持
BA
BOEING CO
-$316.9K
3,259
-10%
清仓
—
TE CONNECTIVITY LTD
-$315.9K
0
-100%
减持
TSLA
TESLA INC
-$315.2K
1,728
-31%
增持
OLED
UNIVERSAL DISPLAY CORP
+$312.9K
3,050
+190%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$312.4K
5,811
清仓
ZTS
ZOETIS INC
-$308.1K
0
-100%
增持
AGNC
AGNC INVT CORP
+$303.1K
87,785
+52%
清仓
ADSK
AUTODESK INC
-$302.2K
0
-100%
减持
GCOW
PACER FDS TR
-$300.2K
60,150
-14%
清仓
PODD
INSULET CORP
-$291.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$290.1K
17,396
+43%
增持
BCIC
PORTMAN RIDGE FIN CORP
+$289.4K
28,681
+105%
减持
FBNC
FIRST BANCORP N C
-$280.7K
168,386
-2%
清仓
BRSP
BRIGHTSPIRE CAPITAL INC
-$280.7K
0
-100%
建仓
RUNN
STRATEGIC TRUST
+$280.6K
9,000
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$279.5K
7,628
+6%
减持
CMCSA
COMCAST CORP NEW
-$279.5K
8,831
-42%
减持
TGT
TARGET CORP
+$278.3K
8,129
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$276.5K
2,785
+125%
建仓
TCAF
T ROWE PRICE ETF INC
+$274.5K
9,080
减持
BDN
BRANDYWINE RLTY TR
-$271.8K
37,451
-55%
清仓
CRM
SALESFORCE INC
-$271.3K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$270.6K
2,891
+17%
建仓
TTD
THE TRADE DESK INC
+$251.3K
2,875
增持
IJH
ISHARES TR
+$249.6K
11,012
+628%
建仓
NVO
NOVO-NORDISK A S
+$249.1K
1,940
建仓
NVS
NOVARTIS AG
+$248.9K
2,573
清仓
PCF
HIGH INCOME SECS FD
-$247.4K
0
-100%
清仓
HUBS
HUBSPOT INC
-$247.3K
0
-100%
建仓
URI
UNITED RENTALS INC
+$241.6K
335
减持
ADBE
ADOBE INC
-$241.4K
1,418
-12%
减持
INTC
INTEL CORP
-$236.0K
12,343
-21%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$234.1K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$231.4K
1,027
-53%
增持
ITW
ILLINOIS TOOL WKS INC
+$229.8K
1,857
+81%
增持
VB
VANGUARD INDEX FDS
+$221.2K
5,430
+14%
建仓
IAU
ISHARES GOLD TR
+$215.8K
5,136
减持
QYLD
GLOBAL X FDS
-$214.2K
37,355
-27%
减持
V
VISA INC
-$212.7K
4,569
-20%
清仓
PYPL
PAYPAL HLDGS INC
-$211.1K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$209.2K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$208.5K
0
-100%
建仓
AOS
SMITH A O CORP
+$207.2K
2,316
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$206.6K
469
-49%
建仓
NFG
NATIONAL FUEL GAS CO
+$205.9K
3,832
清仓
MRSH
MARSH & MCLENNAN COS INC
-$202.6K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$202.3K
1,564
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$201.3K
8,759
增持
IWD
ISHARES TR
+$200.6K
14,384
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$198.5K
25,477
+10%
建仓
—
CANTALOUPE INC
+$192.9K
30,000
建仓
NOBL
PROSHARES TR
+$192.9K
1,902
增持
DUK
DUKE ENERGY CORP NEW
+$192.2K
54,134
+4%
增持
UNP
UNION PAC CORP
+$189.7K
2,530
+44%
增持
ESGU
ISHARES TR
+$188.6K
3,921
+57%
增持
VGT
VANGUARD WORLD FD
+$183.2K
1,031
+40%
清仓
USB
US BANCORP DEL
-$182.1K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$181.4K
2,114
+35%
减持
AVGO
BROADCOM INC
+$180.0K
2,864
-12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$179.4K
74,043
-5%
清仓
FITB
FIFTH THIRD BANCORP
-$178.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$177.8K
19,169
+5%
增持
PEP
PEPSICO INC
+$174.9K
8,799
+9%
减持
WPC
WP CAREY INC
-$171.4K
15,973
-4%
建仓
SUSA
ISHARES TR
+$170.3K
1,560
增持
GE
GENERAL ELECTRIC CO
+$169.1K
3,495
+0%
增持
HYMB
SPDR SER TR
+$165.9K
7,444
+644%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$165.2K
10,089
建仓
OEF
ISHARES TR
+$164.8K
666
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$159.3K
7,692
+5%
建仓
QUAL
ISHARES TR
+$157.1K
956
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$156.6K
357
-48%
建仓
PRFZ
INVESCO EXCHANGE TRADED FD T
+$155.2K
3,950
减持
DIS
DISNEY WALT CO
+$151.7K
7,276
-11%
减持
DIVO
AMPLIFY ETF TR
-$151.2K
56,294
-12%
增持
ITOT
ISHARES TR
+$150.6K
2,275
+114%
建仓
OXSQ
OXFORD SQUARE CAP CORP
+$147.1K
46,400
减持
NKE
NIKE INC
-$145.8K
2,423
-30%
减持
UPS
UNITED PARCEL SERVICE INC
-$143.3K
4,943
-11%
减持
CVX
CHEVRON CORP NEW
+$136.6K
17,084
-0%
减持
NFLX
NETFLIX INC
-$133.5K
387
-49%
增持
AXP
AMERICAN EXPRESS CO
+$132.8K
2,594
+6%
