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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 64
减持 57
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.5M
128,750
+1%
增持
AMZN
AMAZON COM INC
+$2.2M
38,937
+15%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
26,200
+19%
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
NVDA
NVIDIA CORPORATION
+$1.5M
141,942
-2%
增持
GOOGL
ALPHABET INC
+$1.1M
25,538
+14%
减持
XLE
SELECT SECTOR SPDR TR
-$979.8K
73,276
-11%
增持
WMT
WALMART INC
+$934.3K
25,021
+52%
减持
AVGO
BROADCOM INC
+$747.3K
22,059
-13%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$721.2K
70,406
-16%
增持
VOE
VANGUARD INDEX FDS
+$681.3K
4,664
+967%
减持
DUK
DUKE ENERGY CORP NEW
-$681.0K
54,248
-4%
增持
VOT
VANGUARD INDEX FDS
+$668.3K
2,686
+4784%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$644.6K
7,501
+101%
减持
ABBV
ABBVIE INC
-$643.0K
18,030
-7%
减持
CVS
CVS HEALTH CORP
-$617.0K
10,191
-40%
清仓
HTGC
HERCULES CAPITAL INC
-$563.7K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$551.5K
1,726
+95%
增持
VOO
VANGUARD INDEX FDS
+$547.9K
3,628
+36%
减持
LLY
ELI LILLY & CO
-$453.0K
1,577
-16%
减持
AMGN
AMGEN INC
-$420.0K
1,535
-40%
减持
AMD
ADVANCED MICRO DEVICES INC
-$414.2K
8,984
-2%
减持
JNJ
JOHNSON & JOHNSON
-$409.4K
17,927
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$398.7K
2,376
+61%
建仓
BLK
BLACKROCK INC
+$384.2K
375
清仓
—
BLACKROCK INC
-$359.7K
0
-100%
增持
IWY
ISHARES TR
+$354.9K
3,115
+81%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$345.3K
7,283
+1767%
清仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$341.1K
0
-100%
减持
FCX
FREEPORT-MCMORAN INC
-$312.5K
25,063
-1%
增持
SPSM
SPDR SER TR
+$310.0K
77,575
+11%
增持
TSLA
TESLA INC
+$299.6K
1,792
+11%
增持
NEE
NEXTERA ENERGY INC
-$278.1K
22,283
+0%
减持
GCOW
PACER FDS TR
-$270.5K
53,925
-6%
清仓
OLN
OLIN CORP
-$266.2K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$266.0K
4,411
清仓
ELV
ELEVANCE HEALTH INC
-$265.9K
0
-100%
增持
IVV
ISHARES TR
+$265.4K
4,229
+10%
清仓
IAU
ISHARES GOLD TR
-$260.7K
0
-100%
增持
CLMT
CALUMET INC
+$259.9K
52,790
+4%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$250.2K
211
减持
WPC
WP CAREY INC
-$245.9K
13,327
-15%
减持
USFR
WISDOMTREE TR
-$241.1K
25,845
-16%
清仓
—
MEDTRONIC PLC
-$239.5K
0
-100%
增持
MCD
MCDONALDS CORP
+$239.4K
6,051
+22%
清仓
NVO
NOVO-NORDISK A S
-$237.5K
0
-100%
建仓
MS
MORGAN STANLEY
+$237.3K
1,888
增持
CVX
CHEVRON CORP NEW
+$231.2K
18,792
+11%
建仓
COF
CAPITAL ONE FINL CORP
+$229.6K
1,288
清仓
PFFA
ETFIS SER TR I
-$225.9K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$225.8K
0
-100%
增持
LOW
LOWES COS INC
-$222.3K
12,032
+2%
减持
MRK
MERCK & CO INC
-$220.3K
15,089
-0%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$219.4K
0
-100%
减持
BP
BP PLC
-$211.3K
14,947
-28%
增持
—
EXXON MOBIL CORP
-$210.9K
25,040
+1%
清仓
ZTS
ZOETIS INC
-$210.1K
0
-100%
减持
SHEL
SHELL PLC
-$208.8K
3,507
-46%
清仓
NKE
NIKE INC
-$207.1K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$207.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC
+$205.8K
720
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$205.6K
2,718
清仓
DOW
DOW INC
-$203.5K
0
-100%
建仓
KR
KROGER CO
+$202.8K
3,317
建仓
HAL
HALLIBURTON CO
+$201.7K
7,419
清仓
GIS
GENERAL MLS INC
-$200.9K
0
-100%
清仓
SO
SOUTHERN CO
-$197.9K
0
-100%
减持
NEWT
NEWTEKONE INC
-$195.5K
29,216
-36%
减持
VZ
VERIZON COMMUNICATIONS INC
-$194.9K
22,978
-7%
减持
TGT
TARGET CORP
-$188.8K
7,504
-3%
减持
AGNC
AGNC INVT CORP
-$187.3K
136,611
-1%
增持
DGRW
WISDOMTREE TR
+$183.5K
53,518
+7%
增持
KO
COCA COLA CO
-$183.2K
20,767
+1%
增持
HON
HONEYWELL INTL INC
+$182.4K
9,216
+0%
减持
IWF
ISHARES TR
+$182.3K
10,750
-2%
减持
IRM
IRON MTN INC DEL
-$181.2K
9,007
-5%
减持
MXI
ISHARES TR
-$179.6K
982
-64%
建仓
USB
US BANCORP DEL
+$177.2K
3,705
增持
V
VISA INC
+$176.6K
2,638
+10%
减持
DVY
ISHARES TR
-$173.3K
1,547
-44%
减持
SPMD
SPDR SER TR
-$173.3K
83,441
-4%
减持
PULS
PGIM ETF TR
-$173.1K
154,545
-2%
减持
AMT
AMERICAN TOWER CORP NEW
-$170.3K
2,399
-9%
减持
WSBC
WESBANCO INC
-$169.9K
11,208
-38%
减持
GOOG
ALPHABET INC
+$165.6K
7,368
-0%
增持
PEP
PEPSICO INC
-$157.1K
8,980
+0%
减持
RY
ROYAL BK CDA
-$156.5K
9,569
-9%
增持
UAN
CVR PARTNERS LP
+$155.6K
17,304
+0%
减持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$150.6K
106,201
-6%
增持
MSFT
MICROSOFT CORP
-$150.2K
31,422
+1%
减持
XME
SPDR SER TR
-$150.1K
12,823
-7%
增持
WM
WASTE MGMT INC DEL
+$146.4K
4,810
+21%
增持
BAC
BANK AMERICA CORP
+$143.5K
31,685
+1%
减持
ROL
ROLLINS INC
-$140.1K
20,476
-5%
增持
NFLX
NETFLIX INC
+$137.7K
476
+18%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$135.0K
5,204
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$133.7K
8,728
+1%
减持
CSCO
CISCO SYS INC
+$132.8K
23,636
-1%
减持
GDX
VANECK ETF TRUST
-$132.1K
8,883
-18%
增持
SPYG
SPDR SER TR
+$128.1K
6,197
+23%
减持
MAR
MARRIOTT INTL INC NEW
+$128.0K
4,261
-0%
增持
DIS
DISNEY WALT CO
+$125.7K
7,372
+2%
清仓
KYN
KAYNE ANDERSON ENERGY INFRST
-$123.9K
0
-100%
减持
BIL
SPDR SER TR
-$119.1K
80,657
-1%
增持
QGRW
WISDOMTREE TR
+$116.7K
2,634
+821%
增持
MO
ALTRIA GROUP INC
+$113.9K
66,717
+1%
增持
KMI
KINDER MORGAN INC DEL
+$113.9K
20,731
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$112.5K
6,108
+6%
建仓
EPS
WISDOMTREE TR
+$112.3K
1,835
增持
META
META PLATFORMS INC
+$110.0K
2,798
+5%
减持
O
REALTY INCOME CORP
-$109.9K
7,911
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$105.6K
24,849
-3%
增持
ADBE
ADOBE INC
-$104.4K
1,478
+0%
减持
FBNC
FIRST BANCORP N C
+$101.7K
125,633
-4%
增持
OXSQ
OXFORD SQUARE CAP CORP
+$99.9K
84,865
+124%
增持
WFC
WELLS FARGO CO NEW
+$99.6K
6,935
+1%
减持
CAT
CATERPILLAR INC
-$98.7K
3,002
-1%
增持
AXP
AMERICAN EXPRESS CO
+$97.4K
2,669
+4%
增持
WMB
WILLIAMS COS INC
+$94.4K
10,887
+0%
增持
DON
WISDOMTREE TR
+$94.3K
49,344
+4%
增持
DE
DEERE & CO
+$91.8K
716
+41%
增持
QCOM
QUALCOMM INC
-$89.7K
5,511
+0%
减持
PFE
PFIZER INC
-$89.3K
27,417
-3%
减持
BTU
PEABODY ENERGY CORP
-$85.1K
13,535
-3%
增持
OKE
ONEOK INC NEW
+$84.6K
8,970
+0%
减持
LXU
LSB INDS INC
-$84.5K
35,673
-19%
增持
XRMI
GLOBAL X FDS
+$82.6K
33,115
+13%
减持
VUG
VANGUARD INDEX FDS
+$81.6K
3,890
-1%
增持
AMAT
APPLIED MATLS INC
-$79.0K
2,145
+1%
减持
COST
COSTCO WHSL CORP NEW
-$78.8K
1,091
-10%
增持
EQT
EQT CORP
+$78.2K
7,994
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$75.5K
12,921
-2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$75.3K
12,582
-41%
减持
IWD
ISHARES TR
-$71.7K
14,146
-0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$71.6K
5,931
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$70.8K
44,978
+193%
增持
GEV
GE VERNOVA INC
+$70.3K
875
+3%
增持
BCIC
PORTMAN RIDGE FIN CORP
-$69.4K
62,217
+6%
减持
UPS
UNITED PARCEL SERVICE INC
-$69.1K
5,129
-2%
增持
UNH
UNITEDHEALTH GROUP INC
-$68.9K
956
+1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$67.8K
2,116
+0%
减持
ESGE
ISHARES INC
-$67.7K
709
-72%
减持
LQD
ISHARES TR
-$66.5K
9,457
-1%
减持
TXN
TEXAS INSTRS INC
-$66.1K
2,457
-4%
增持
—
LINDE PLC
-$64.6K
1,177
+1%
增持
—
DISCOVER FINL SVCS
+$63.2K
1,907
+0%
增持
SPYV
SPDR SER TR
+$61.9K
29,119
+8%
减持
VTV
VANGUARD INDEX FDS
-$61.9K
6,836
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$61.5K
1,295
+10%
减持
AOA
ISHARES TR
-$60.4K
529
-59%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$60.3K
22,156
+40%
