小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 60
增持 71
减持 13
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.9M
127,474
-1%
增持
IVV
ISHARES TR
+$3.7M
11,012
+160%
建仓
PGR
PROGRESSIVE CORP
+$3.5M
12,351
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
-$2.9M
149,431
+5%
增持
QQQ
INVESCO QQQ TR
+$2.8M
8,974
+231%
建仓
TBIL
RBB FD INC
+$2.8M
55,636
建仓
XBIL
RBB FD INC
+$2.2M
44,075
增持
VTI
VANGUARD INDEX FDS
+$1.4M
5,332
+1450%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
95,299
+35%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
42,371
+87%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$991.9K
7,061
+16%
增持
AVGO
BROADCOM INC
-$944.9K
24,902
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$926.4K
55,515
+2%
增持
MCD
MCDONALDS CORP
+$899.0K
8,494
+40%
增持
PM
PHILIP MORRIS INTL INC
+$886.2K
21,680
+2%
增持
SMH
VANECK ETF TRUST
+$855.9K
4,211
+2845%
增持
CVX
CHEVRON CORP NEW
+$826.6K
21,212
+13%
增持
PULS
PGIM ETF TR
+$765.6K
169,382
+10%
减持
BIL
SPDR SER TR
-$755.7K
72,154
-11%
增持
XLI
SELECT SECTOR SPDR TR
+$747.0K
9,769
+141%
增持
GOOGL
ALPHABET INC
-$723.9K
26,581
+4%
减持
IWF
ISHARES TR
-$681.3K
10,068
-6%
增持
MSFT
MICROSOFT CORP
-$659.9K
33,524
+7%
增持
ABBV
ABBVIE INC
+$630.7K
18,302
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$630.1K
24,552
+90%
增持
MO
ALTRIA GROUP INC
+$623.0K
68,505
+3%
建仓
BILZ
PIMCO ETF TR
+$606.2K
5,990
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$590.2K
9,894
+18%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$569.5K
3,921
+65%
增持
XLY
SELECT SECTOR SPDR TR
+$569.1K
3,658
+436%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$548.6K
10,755
+43%
增持
T
AT&T INC
+$544.5K
85,317
+4%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$539.4K
20,900
增持
XLV
SELECT SECTOR SPDR TR
+$538.4K
5,555
+180%
减持
FBNC
FIRST BANCORP N C
-$534.8K
124,297
-1%
增持
V
VISA INC
+$528.8K
3,888
+47%
增持
TJX
TJX COS INC NEW
+$524.7K
7,839
+120%
减持
DIVO
AMPLIFY ETF TR
-$515.8K
40,471
-24%
建仓
CRM
SALESFORCE INC
+$485.1K
1,808
增持
SPY
SPDR S&P 500 ETF TR
+$479.0K
10,000
+15%
建仓
—
JOHNSON CTLS INTL PLC
+$472.9K
5,903
增持
JNJ
JOHNSON & JOHNSON
+$471.2K
18,474
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$468.0K
27,510
+5%
增持
—
EXXON MOBIL CORP
+$466.9K
26,575
+6%
增持
CLMT
CALUMET INC
-$459.6K
55,430
+5%
增持
PINS
PINTEREST INC
+$442.6K
23,684
+136%
增持
ROL
ROLLINS INC
+$427.4K
25,476
+24%
增持
NFLX
NETFLIX INC
+$426.2K
912
+92%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$420.8K
868
增持
FNDF
SCHWAB STRATEGIC TR
+$417.1K
11,612
+14981%
增持
UNH
UNITEDHEALTH GROUP INC
+$415.5K
1,717
+80%
建仓
SYK
STRYKER CORPORATION
+$413.7K
1,111
建仓
NOW
SERVICENOW INC
+$406.8K
511
建仓
ISRG
INTUITIVE SURGICAL INC
+$389.8K
787
减持
XLE
SELECT SECTOR SPDR TR
+$385.9K
71,297
-3%
建仓
—
SPOTIFY TECHNOLOGY S A
+$374.0K
680
减持
GCOW
PACER FDS TR
-$370.7K
39,175
-27%
增持
PANW
PALO ALTO NETWORKS INC
+$367.1K
3,531
+173%
增持
LLY
ELI LILLY & CO
+$360.5K
1,910
+21%
建仓
—
TE CONNECTIVITY PLC
+$350.8K
2,482
增持
AMZN
AMAZON COM INC
-$347.3K
43,073
+11%
建仓
UBER
UBER TECHNOLOGIES INC
+$344.8K
4,733
增持
APD
AIR PRODS & CHEMS INC
+$334.7K
2,059
+119%
增持
IJH
ISHARES TR
+$333.4K
15,633
+68%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$330.0K
405
+92%
建仓
RMD
RESMED INC
+$329.6K
1,472
增持
VO
VANGUARD INDEX FDS
+$329.3K
2,722
+92%
建仓
HWM
HOWMET AEROSPACE INC
+$326.0K
2,513
增持
PODD
INSULET CORP
+$321.7K
2,230
+121%
增持
VOO
VANGUARD INDEX FDS
+$312.3K
4,412
+22%
建仓
SHW
SHERWIN WILLIAMS CO
+$308.1K
882
建仓
WDAY
WORKDAY INC
+$305.2K
1,307
建仓
EFX
EQUIFAX INC
+$304.2K
1,249
清仓
TTD
THE TRADE DESK INC
-$302.6K
0
-100%
建仓
ALL
ALLSTATE CORP
+$302.4K
1,460
建仓
CEG
CONSTELLATION ENERGY CORP
+$301.6K
1,496
增持
SPTM
SPDR SER TR
+$295.2K
34,210
+20%
建仓
—
GARMIN LTD
+$292.8K
1,348
增持
VZ
VERIZON COMMUNICATIONS INC
+$292.8K
26,713
+16%
增持
CSCO
CISCO SYS INC
+$292.6K
27,415
+16%
增持
RTX
RTX CORPORATION
+$291.0K
11,113
+9%
建仓
GWW
GRAINGER W W INC
+$290.4K
294
建仓
ELV
ELEVANCE HEALTH INC
+$288.5K
663
增持
DGRS
WISDOMTREE TR
-$282.1K
102,315
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$282.0K
8,174
+3%
建仓
ADSK
AUTODESK INC
+$281.4K
1,075
建仓
HTGC
HERCULES CAPITAL INC
+$278.9K
14,516
增持
USFR
WISDOMTREE TR
+$273.4K
31,271
+21%
建仓
PYPL
PAYPAL HLDGS INC
+$270.5K
4,146
增持
META
META PLATFORMS INC
+$266.2K
3,304
+18%
建仓
MSCI
MSCI INC
+$261.3K
462
建仓
MRSH
MARSH & MCLENNAN COS INC
+$260.6K
1,068
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$258.7K
2,091
建仓
FISV
FISERV INC
+$258.4K
1,170
减持
TGT
TARGET CORP
-$258.1K
7,247
-3%
增持
CVS
CVS HEALTH CORP
+$256.6K
10,540
+3%
减持
QDPL
PACER FDS TR
-$253.0K
42,399
-10%
建仓
KKR
KKR & CO INC
+$252.6K
2,185
增持
PG
PROCTER AND GAMBLE CO
+$251.2K
12,394
+12%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$249.3K
262
+134%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$247.3K
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$247.0K
5,619
建仓
LPLA
LPL FINL HLDGS INC
+$246.3K
753
增持
KO
COCA COLA CO
+$244.9K
21,471
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$244.9K
11,048
+91%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$244.1K
1,167
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$243.1K
0
-100%
增持
AGNC
AGNC INVT CORP
+$242.0K
156,591
+15%
建仓
ZTS
ZOETIS INC
+$241.1K
1,464
建仓
TRV
TRAVELERS COMPANIES INC
+$240.0K
907
增持
XLU
SELECT SECTOR SPDR TR
+$238.9K
4,427
+204%
增持
SPMD
SPDR SER TR
-$238.4K
84,506
+1%
建仓
HUBS
HUBSPOT INC
+$236.5K
414
增持
SBUX
STARBUCKS CORP
+$235.3K
12,286
+16%
建仓
HAS
HASBRO INC
+$231.8K
3,771
建仓
LNT
ALLIANT ENERGY CORP
+$228.5K
3,551
建仓
AJG
GALLAGHER ARTHUR J & CO
+$227.1K
658
建仓
SO
SOUTHERN CO
+$223.5K
2,431
建仓
NTRA
NATERA INC
+$219.6K
1,553
减持
VGT
VANGUARD WORLD FD
-$219.4K
781
-24%
建仓
ABNB
AIRBNB INC
+$218.3K
1,827
建仓
MU
MICRON TECHNOLOGY INC
+$218.2K
2,511
建仓
ETO
EATON VANCE TAX-ADVANTAGED G
+$217.9K
8,869
建仓
EXPE
EXPEDIA GROUP INC
+$217.7K
1,295
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$214.9K
9,429
+14%
建仓
ETR
ENTERGY CORP NEW
+$213.8K
2,501
建仓
GDDY
GODADDY INC
+$213.1K
1,183
清仓
FITB
FIFTH THIRD BANCORP
-$212.9K
0
-100%
建仓
JKHY
HENRY JACK & ASSOC INC
+$212.2K
1,162
建仓
—
RENAISSANCERE HLDGS LTD
+$212.2K
884
建仓
—
MEDTRONIC PLC
+$211.6K
2,355
建仓
PRU
PRUDENTIAL FINL INC
+$210.3K
1,883
建仓
REG
REGENCY CTRS CORP
+$209.2K
2,836
增持
ENB
ENBRIDGE INC
+$207.5K
17,294
+31%
建仓
DOCU
DOCUSIGN INC
+$206.3K
2,535
清仓
ROK
ROCKWELL AUTOMATION INC
-$205.8K
0
-100%
建仓
TWLO
TWILIO INC
+$203.2K
2,075
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$202.3K
2,422
建仓
HSY
HERSHEY CO
+$200.8K
1,174
清仓
URI
UNITED RENTALS INC
-$200.3K
0
-100%
减持
QYLD
GLOBAL X FDS
-$198.4K
32,313
-20%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$197.9K
5,873
增持
GD
GENERAL DYNAMICS CORP
+$195.2K
1,476
+88%
增持
DLN
WISDOMTREE TR
+$192.2K
22,059
+10%
减持
LOW
LOWES COS INC
-$190.7K
11,914
-1%
减持
MAR
MARRIOTT INTL INC NEW
-$190.4K
4,190
-2%
增持
D
DOMINION ENERGY INC
+$189.7K
17,956
+18%
增持
WM
WASTE MGMT INC DEL
+$183.5K
4,985
+4%
增持
AEP
AMERICAN ELEC PWR CO INC
+$180.7K
10,017
+1%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$178.2K
12,309
