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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 61
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.3M
128,432
-3%
减持
BBHY
J P MORGAN EXCHANGE TRADED F
-$4.3M
285
-100%
增持
BIL
SPDR SER TR
+$2.8M
78,314
+62%
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
+$1.3M
143,997
+690%
增持
MSFT
MICROSOFT CORP
+$1.1M
30,723
+2%
减持
FBNC
FIRST BANCORP N C
-$867.4K
163,369
-3%
建仓
USFR
WISDOMTREE TR
+$848.2K
16,860
增持
GOOGL
ALPHABET INC
+$714.3K
21,485
+1%
减持
DGRW
WISDOMTREE TR
-$647.8K
50,594
-16%
增持
SCHD
SCHWAB STRATEGIC TR
+$630.1K
15,325
+120%
减持
CF
CF INDS HLDGS INC
-$495.9K
5,048
-52%
清仓
DG
DOLLAR GEN CORP NEW
-$471.0K
0
-100%
增持
BCIC
PORTMAN RIDGE FIN CORP
+$435.7K
49,954
+74%
减持
LOW
LOWES COS INC
-$425.2K
11,654
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$395.5K
5,004
+44%
减持
IWB
ISHARES TR
-$394.1K
1,784
-44%
减持
CVS
CVS HEALTH CORP
-$392.9K
17,578
-2%
减持
SBUX
STARBUCKS CORP
-$385.6K
11,288
-18%
增持
DLN
WISDOMTREE TR
+$381.4K
22,191
+30%
增持
DUK
DUKE ENERGY CORP NEW
+$380.1K
56,025
+3%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$375.5K
2,189
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$368.4K
81,314
+10%
减持
SPMD
SPDR SER TR
-$366.0K
88,669
-4%
减持
OLN
OLIN CORP
-$323.9K
5,548
-44%
减持
VYM
VANGUARD WHITEHALL FDS
-$323.2K
26,063
-8%
建仓
CTAS
CINTAS CORP
+$317.2K
453
减持
LQD
ISHARES TR
-$304.4K
9,830
-21%
减持
JNJ
JOHNSON & JOHNSON
-$297.4K
18,712
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$296.4K
5,392
+22%
减持
AVGO
BROADCOM INC
+$290.5K
2,546
-11%
减持
SPYV
SPDR SER TR
-$282.2K
25,768
-16%
减持
JPM
JPMORGAN CHASE & CO.
-$281.1K
23,013
-7%
减持
SHY
ISHARES TR
-$273.5K
8,413
-28%
增持
—
OXFORD LANE CAP CORP
+$273.1K
158,098
+38%
减持
LLY
ELI LILLY & CO
+$270.3K
2,126
-0%
增持
ORC
ORCHID IS CAP INC
+$270.0K
107,961
+53%
增持
GOOG
ALPHABET INC
+$269.7K
7,827
+2%
清仓
PSX
PHILLIPS 66
-$261.6K
0
-100%
增持
AGNC
AGNC INVT CORP
+$248.3K
117,124
+33%
减持
IWF
ISHARES TR
+$247.1K
11,399
-2%
建仓
—
CHUBB LIMITED
+$247.0K
968
减持
TGT
TARGET CORP
-$245.0K
8,076
-1%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$244.8K
3,257
减持
VEA
VANGUARD TAX-MANAGED FDS
-$242.4K
12,755
-27%
清仓
URI
UNITED RENTALS INC
-$241.6K
0
-100%
建仓
PAYX
PAYCHEX INC
+$235.3K
1,985
清仓
ET
ENERGY TRANSFER L P
-$233.5K
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$232.6K
3,714
+26429%
清仓
DEO
DIAGEO PLC
-$228.9K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$228.4K
427
清仓
NKE
NIKE INC
-$227.7K
0
-100%
增持
PULS
PGIM ETF TR
+$224.3K
144,635
+3%
建仓
GD
GENERAL DYNAMICS CORP
+$221.7K
764
建仓
PANW
PALO ALTO NETWORKS INC
+$219.3K
647
清仓
DAL
DELTA AIR LINES INC DEL
-$217.3K
0
-100%
减持
ABBV
ABBVIE INC
-$216.6K
19,798
-0%
减持
VPU
VANGUARD WORLD FD
-$216.3K
4,787
-26%
增持
COST
COSTCO WHSL CORP NEW
+$212.6K
1,207
+9%
清仓
ROK
ROCKWELL AUTOMATION INC
-$208.1K
0
-100%
清仓
AOS
SMITH A O CORP
-$207.2K
0
-100%
建仓
PODD
INSULET CORP
+$204.0K
1,011
增持
DON
WISDOMTREE TR
+$202.2K
46,976
+15%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$201.4K
0
-100%
增持
INTU
INTUIT
+$199.9K
676
+80%
建仓
SO
SOUTHERN CO
+$197.4K
2,545
减持
BA
BOEING CO
-$197.2K
2,372
-27%
增持
WMT
WALMART INC
+$196.5K
15,851
+9%
减持
PM
PHILIP MORRIS INTL INC
+$191.4K
21,668
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$170.8K
84,543
+1%
减持
DIS
DISNEY WALT CO
-$170.2K
7,252
-0%
减持
INTC
INTEL CORP
-$169.9K
12,118
-2%
增持
HD
HOME DEPOT INC
-$168.7K
5,238
+2%
增持
IVV
ISHARES TR
+$167.6K
3,795
+4%
增持
MO
ALTRIA GROUP INC
+$167.1K
62,004
+2%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$165.2K
0
-100%
减持
CSCO
CISCO SYS INC
-$157.6K
24,227
-8%
减持
CAT
CATERPILLAR INC
-$150.2K
3,288
-3%
减持
NEE
NEXTERA ENERGY INC
+$149.2K
22,176
-0%
建仓
VLY
VALLEY NATL BANCORP
+$148.5K
21,271
增持
QDPL
PACER FDS TR
+$146.6K
45,025
+7%
增持
QQQ
INVESCO QQQ TR
+$144.3K
2,980
+3%
增持
—
EXXON MOBIL CORP
+$143.0K
24,660
+6%
减持
MA
MASTERCARD INCORPORATED
-$139.3K
653
-26%
减持
MRK
MERCK & CO INC
-$139.1K
16,881
-0%
减持
O
REALTY INCOME CORP
-$136.8K
8,135
-22%
清仓
FTXG
FIRST TR EXCHANGE-TRADED FD
-$136.5K
0
-100%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$133.4K
100,994
+5%
增持
AMD
ADVANCED MICRO DEVICES INC
-$131.6K
9,184
+2%
增持
XLC
SELECT SECTOR SPDR TR
+$128.2K
3,144
+82%
减持
IJH
ISHARES TR
-$126.8K
9,263
-16%
增持
MCD
MCDONALDS CORP
-$124.9K
4,980
+1%
减持
DIVO
AMPLIFY ETF TR
-$118.1K
53,503
-5%
减持
GCOW
PACER FDS TR
-$118.0K
58,400
-3%
减持
LXU
LSB INDS INC
-$116.5K
44,633
-19%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$114.2K
8,636
-31%
增持
—
CALUMET SPECIALTY PRODS PART
+$113.3K
48,400
+8%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$112.2K
8,549
+53%
增持
GSBD
GOLDMAN SACHS BDC INC
+$108.9K
32,362
+28%
减持
AMZN
AMAZON COM INC
-$105.2K
31,436
-8%
减持
PRU
PRUDENTIAL FINL INC
-$104.5K
1,502
-37%
减持
OXY
OCCIDENTAL PETE CORP
-$103.0K
10,548
-11%
增持
PNNT
PENNANTPARK INVT CORP
+$102.8K
47,259
+28%
减持
IWD
ISHARES TR
-$101.1K
14,187
-1%
增持
RUNN
STRATEGIC TRUST
+$101.0K
12,500
+39%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$99.3K
7,848
+3%
增持
SLV
ISHARES SILVER TR
+$96.4K
22,850
+2%
增持
AMGN
AMGEN INC
+$96.2K
2,568
+3%
减持
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$89.9K
8,128
-20%
减持
NUE
NUCOR CORP
-$87.2K
2,008
-2%
减持
VB
VANGUARD INDEX FDS
-$86.9K
5,294
-3%
减持
IRM
IRON MTN INC DEL
+$85.6K
9,467
-0%
减持
PINS
PINTEREST INC
+$83.9K
9,129
-1%
减持
GTO
POWERSHARES ACTIVELY MANAGED
-$82.2K
23,077
-6%
减持
V
VISA INC
-$81.2K
4,549
-0%
减持
T
AT&T INC
-$76.5K
91,152
-12%
建仓
SCHM
SCHWAB STRATEGIC TR
+$76.3K
980
增持
VOO
VANGUARD INDEX FDS
+$75.4K
2,667
+2%
增持
HON
HONEYWELL INTL INC
+$75.2K
9,037
+0%
减持
ORCL
ORACLE CORP
+$74.6K
5,048
-1%
增持
CION
CION INVT CORP
+$73.7K
16,719
+43%
增持
ADBE
ADOBE INC
+$72.8K
1,419
+0%
增持
DGRS
WISDOMTREE TR
-$72.3K
98,279
+4%
减持
QCOM
QUALCOMM INC
+$72.0K
5,528
-9%
增持
UBCP
UNITED BANCORP INC OHIO
-$71.7K
37,518
+0%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$71.5K
2,950
+21%
增持
AMAT
APPLIED MATLS INC
+$71.0K
2,149
+2%
增持
MAR
MARRIOTT INTL INC NEW
+$69.3K
4,202
+12%
减持
CSX
CSX CORP
-$68.7K
11,833
-6%
增持
HTGC
HERCULES CAPITAL INC
+$67.6K
28,028
+2%
减持
NEWT
NEWTEKONE INC
+$66.5K
45,152
-1%
增持
BAC
BANK AMERICA CORP
+$65.1K
31,625
+1%
减持
ITW
ILLINOIS TOOL WKS INC
-$65.1K
1,828
-2%
增持
SPSM
SPDR SER TR
-$64.6K
66,921
+1%
增持
PHK
PIMCO HIGH INCOME FD
+$64.4K
52,091
+38%
增持
DX
DYNEX CAP INC
+$63.6K
16,275
+55%
减持
UNP
UNION PAC CORP
-$63.3K
2,471
-2%
增持
PEP
PEPSICO INC
-$62.0K
8,961
+2%
减持
VV
VANGUARD INDEX FDS
-$61.4K
488
-36%
增持
UAN
CVR PARTNERS LP
+$60.5K
16,898
+9%
减持
CMCSA
COMCAST CORP NEW
-$59.9K
8,247
-7%
增持
TCAF
T ROWE PRICE ETF INC
+$57.2K
10,559
+16%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$56.3K
477
+34%
增持
XLV
SELECT SECTOR SPDR TR
+$55.4K
2,006
+25%
减持
RY
ROYAL BK CDA
+$53.8K
10,486
-0%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$53.8K
124
-91%
建仓
SCHW
SCHWAB CHARLES CORP
+$53.2K
722
增持
—
BLACKROCK INC
+$52.3K
474
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.8K
5,592
+1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$47.8K
5,369
-12%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$47.6K
3,045
-13%
