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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 76
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.7M
127,841
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$910.3K
56,597
+1%
建仓
CLMT
CALUMET INC
+$902.6K
50,650
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
—
CALUMET SPECIALTY PRODS PART
-$776.8K
0
-100%
增持
USFR
WISDOMTREE TR
+$693.4K
30,698
+82%
增持
PULS
PGIM ETF TR
+$642.4K
157,307
+9%
增持
LOW
LOWES COS INC
+$622.5K
11,784
+1%
增持
MO
ALTRIA GROUP INC
+$550.4K
66,118
+7%
建仓
ACP
ABRDN INCOME CREDIT STRATEGI
+$548.6K
82,866
减持
V
VISA INC
-$536.8K
2,390
-47%
减持
ABBV
ABBVIE INC
+$451.1K
19,480
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$449.5K
82,649
-2%
减持
DGRS
WISDOMTREE TR
+$419.6K
97,992
-0%
增持
SPSM
SPDR SER TR
+$395.5K
69,758
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$392.8K
7,916
+1%
减持
PM
PHILIP MORRIS INTL INC
+$391.4K
21,310
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$381.3K
5,771
+3%
减持
MRK
MERCK & CO INC
-$368.5K
15,158
-10%
建仓
BTI
BRITISH AMERN TOB PLC
+$343.1K
9,380
增持
MSFT
MICROSOFT CORP
-$336.8K
31,129
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$330.9K
8,344
+2%
增持
AGNC
AGNC INVT CORP
+$328.1K
138,188
+18%
增持
BIL
SPDR SER TR
+$305.8K
81,620
+4%
增持
NEE
NEXTERA ENERGY INC
+$305.3K
22,188
+0%
清仓
—
FIRST TR HIGH INCOME LONG /
-$282.1K
0
-100%
增持
AVGO
BROADCOM INC
+$279.8K
25,315
+894%
增持
IRM
IRON MTN INC DEL
+$279.5K
9,492
+0%
减持
JNJ
JOHNSON & JOHNSON
+$267.0K
18,524
-1%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$265.4K
112,387
+11%
减持
LLY
ELI LILLY & CO
-$254.6K
1,886
-11%
增持
WMT
WALMART INC
+$253.1K
16,425
+4%
建仓
URI
UNITED RENTALS INC
+$246.2K
304
减持
MCD
MCDONALDS CORP
+$245.7K
4,975
-0%
增持
AMZN
AMAZON COM INC
+$242.3K
33,904
+8%
减持
HD
HOME DEPOT INC
+$241.7K
5,046
-4%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$235.4K
17,277
-25%
增持
NVDA
NVIDIA CORPORATION
-$230.5K
144,589
+0%
建仓
MMM
3M CO
+$226.4K
1,656
清仓
UCB
UNITED CMNTY BKS BLAIRSVLE G
-$225.8K
0
-100%
增持
DON
WISDOMTREE TR
+$223.7K
47,345
+1%
建仓
AOS
SMITH A O CORP
+$220.6K
2,456
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$218.7K
12,602
建仓
FITB
FIFTH THIRD BANCORP
+$218.6K
5,102
建仓
GEV
GE VERNOVA INC
+$217.5K
853
减持
IWD
ISHARES TR
+$215.3K
14,176
-0%
增持
RTX
RTX CORPORATION
+$214.1K
10,151
+0%
增持
GOOGL
ALPHABET INC
-$212.4K
22,316
+4%
减持
PG
PROCTER AND GAMBLE CO
-$212.3K
10,909
-14%
建仓
DE
DEERE & CO
+$211.4K
507
建仓
ZTS
ZOETIS INC
+$210.1K
1,075
减持
FBNC
FIRST BANCORP N C
+$207.7K
130,378
-20%
建仓
NKE
NIKE INC
+$207.1K
2,342
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$206.2K
112
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$201.3K
3,739
+31%
建仓
GIS
GENERAL MLS INC
+$200.9K
2,720
减持
DGRW
WISDOMTREE TR
+$198.8K
49,846
-1%
减持
GOOG
ALPHABET INC
-$198.0K
7,402
-5%
增持
KO
COCA COLA CO
+$194.9K
20,542
+2%
增持
RY
ROYAL BK CDA
+$194.2K
10,500
+0%
减持
SPMD
SPDR SER TR
+$188.0K
86,626
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$185.2K
1,182
+9%
减持
VYM
VANGUARD WHITEHALL FDS
+$184.9K
25,554
-2%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$182.0K
5,417
清仓
PRU
PRUDENTIAL FINL INC
-$176.0K
0
-100%
增持
SPYV
SPDR SER TR
+$171.3K
27,000
+5%
减持
CVX
CHEVRON CORP NEW
-$166.6K
16,912
-0%
减持
QCOM
QUALCOMM INC
-$164.7K
5,506
-0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$163.7K
84,107
+3%
增持
ORCL
ORACLE CORP
+$158.1K
5,111
+1%
清仓
—
FIRST TR ABRDN GBL OPP INCM
-$156.9K
0
-100%
减持
T
AT&T INC
+$155.8K
86,261
-5%
增持
D
DOMINION ENERGY INC
+$155.2K
15,101
+3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$152.7K
9,405
+2%
增持
ORC
ORCHID IS CAP INC
+$151.1K
127,914
+18%
清仓
VLY
VALLEY NATL BANCORP
-$148.5K
0
-100%
减持
META
META PLATFORMS INC
+$148.4K
2,670
-2%
增持
XAR
SPDR SER TR
+$148.2K
2,938
+31%
增持
IVV
ISHARES TR
+$147.2K
3,856
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$141.6K
7,941
+1%
增持
—
EATON CORP PLC
+$140.3K
5,380
+3%
增持
SPTM
SPDR SER TR
+$138.9K
28,788
+2%
增持
—
OXFORD LANE CAP CORP
+$137.3K
189,726
+20%
减持
OXY
OCCIDENTAL PETE CORP
-$131.5K
10,348
-2%
减持
SBUX
STARBUCKS CORP
+$131.3K
10,361
-8%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$130.9K
5,432
+34%
增持
VPU
VANGUARD WORLD FD
+$125.6K
4,790
+0%
减持
BP
BP PLC
-$125.5K
20,809
-4%
减持
GCOW
PACER FDS TR
+$120.7K
57,275
-2%
增持
QDPL
PACER FDS TR
+$119.8K
46,674
+4%
增持
UAN
CVR PARTNERS LP
-$119.7K
17,263
+2%
增持
AXP
AMERICAN EXPRESS CO
+$115.5K
2,562
+2%
减持
CSCO
CISCO SYS INC
+$115.4K
23,796
-2%
增持
VTV
VANGUARD INDEX FDS
+$114.3K
6,984
+1%
清仓
VOD
VODAFONE GROUP PLC NEW
-$112.9K
0
-100%
增持
ENB
ENBRIDGE INC
+$108.8K
13,142
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$108.0K
15,375
+0%
减持
WPC
WP CAREY INC
+$106.2K
15,602
-1%
增持
BCIC
PORTMAN RIDGE FIN CORP
+$105.9K
58,546
+17%
增持
QUAL
ISHARES TR
+$105.2K
1,497
+57%
增持
AMT
AMERICAN TOWER CORP NEW
+$103.0K
2,625
+1%
增持
O
REALTY INCOME CORP
+$102.8K
8,396
+3%
减持
TSLA
TESLA INC
+$101.6K
1,621
-1%
增持
BLV
VANGUARD BD INDEX FDS
+$101.3K
1,747
+309%
减持
INTC
INTEL CORP
-$101.3K
11,682
-4%
增持
PINS
PINTEREST INC
-$94.9K
9,496
+4%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$93.2K
43,533
+11%
减持
CAT
CATERPILLAR INC
+$92.3K
3,036
-8%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$91.3K
1,022
增持
XRMI
GLOBAL X FDS
+$91.0K
29,306
+19%
增持
UNH
UNITEDHEALTH GROUP INC
+$90.8K
945
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$87.0K
8,417
+0%
减持
OKE
ONEOK INC NEW
+$83.9K
8,954
-0%
减持
TFC
TRUIST FINL CORP
+$83.3K
27,261
-2%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$80.6K
30,397
+6%
减持
AMAT
APPLIED MATLS INC
-$79.3K
2,117
-1%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$77.4K
975
清仓
WBD
WARNER BROS DISCOVERY INC
-$77.3K
0
-100%
增持
—
BANK AMERICA CORP
+$76.9K
67
+857%
增持
SDIV
GLOBAL X FDS
+$75.6K
17,361
+15%
增持
XLI
SELECT SECTOR SPDR TR
+$75.2K
4,050
+4%
增持
VUG
VANGUARD INDEX FDS
+$72.8K
3,946
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$71.8K
708
+2%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$71.2K
1,508
增持
IWR
ISHARES TR
+$69.3K
5,920
+6%
减持
GE
GE AEROSPACE
+$67.7K
3,473
-6%
减持
SPGI
S&P GLOBAL INC
-$66.3K
726
-27%
增持
XYLD
GLOBAL X FDS
+$65.6K
15,158
+9%
增持
—
EXXON MOBIL CORP
+$65.5K
24,778
+0%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$64.9K
1,182
减持
ESGU
ISHARES TR
-$64.9K
3,194
-19%
增持
DX
DYNEX CAP INC
+$64.0K
20,245
+24%
减持
VZ
VERIZON COMMUNICATIONS INC
+$63.1K
24,801
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$63.0K
13,130
+3%
增持
PHK
PIMCO HIGH INCOME FD
+$61.5K
62,525
+20%
减持
DLN
WISDOMTREE TR
-$61.1K
19,772
-11%
减持
QQQ
INVESCO QQQ TR
-$60.3K
2,802
-6%
减持
VB
VANGUARD INDEX FDS
+$59.4K
5,116
-3%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$57.9K
15,839
+38%
减持
CARR
CARRIER GLOBAL CORPORATION
+$57.4K
5,919
-11%
增持
USMV
ISHARES TR
+$56.8K
4,432
+7%
增持
CTAS
CINTAS CORP
+$55.8K
1,812
+300%
减持
TIP
ISHARES TR
-$55.6K
709
-43%
增持
AWI
ARMSTRONG WORLD INDS INC NEW
+$54.9K
2,531
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$54.8K
1,520
-1%
增持
IVE
ISHARES TR
+$54.4K
1,069
+24%
减持
SHEL
SHELL PLC
-$54.2K
6,497
-3%
增持
COST
COSTCO WHSL CORP NEW
+$52.6K
1,216
+1%
减持
CMI
CUMMINS INC
+$51.6K
1,337
-3%
增持
UNP
UNION PAC CORP
+$51.3K
2,476
+0%
增持
—
ACCENTURE PLC IRELAND
+$50.7K
970
+1%
