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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 59
减持 45
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$7.9M
152,709
+2%
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$5.9M
117,786
增持
MSFT
MICROSOFT CORP
+$4.2M
33,841
+1%
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
XLE
SELECT SECTOR SPDR TR
-$3.4M
37,992
-47%
减持
AVGO
BROADCOM INC
+$2.7M
24,836
-0%
增持
AAPL
APPLE INC
-$1.9M
128,804
+1%
增持
AMZN
AMAZON COM INC
+$1.5M
44,365
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$1.3M
27,895
+1%
增持
META
META PLATFORMS INC
+$1.0M
3,992
+21%
增持
BIL
SPDR SERIES TRUST
+$978.2K
82,818
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$897.6K
15,190
+41%
增持
SPY
SPDR S&P 500 ETF TR
+$895.4K
10,504
+5%
增持
IVV
ISHARES TR
+$736.0K
11,151
+1%
清仓
XME
SPDR SER TR
-$705.0K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$696.6K
8,891
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$685.3K
4,060
+4%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$625.9K
44,934
+115%
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$621.7K
17,051
增持
NFLX
NETFLIX INC
+$618.6K
1,097
+20%
增持
GOOGL
ALPHABET INC
+$611.9K
26,797
+1%
减持
IWF
ISHARES TR
+$546.9K
9,851
-2%
增持
ORCL
ORACLE CORP
+$546.3K
6,294
+6%
增持
—
EATON CORP PLC
+$533.7K
6,164
+1%
减持
PM
PHILIP MORRIS INTL INC
+$505.9K
21,671
-0%
增持
SPSM
SPDR SERIES TRUST
+$473.3K
91,600
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$470.8K
66,987
+44%
增持
COF
CAPITAL ONE FINL CORP
+$457.7K
3,346
+136%
增持
CVX
CHEVRON CORP NEW
-$455.4K
21,600
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$443.1K
2,189
+8%
增持
TSLA
TESLA INC
+$438.8K
3,709
+30%
增持
ABBV
ABBVIE INC
-$433.0K
18,325
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$432.3K
8,362
+2%
增持
SPMD
SPDR SERIES TRUST
+$400.9K
86,906
+3%
减持
FBNC
FIRST BANCORP N C
+$400.2K
122,238
-2%
建仓
VST
VISTRA CORP
+$397.5K
2,051
减持
UNH
UNITEDHEALTH GROUP INC
-$395.4K
1,615
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$392.7K
5,744
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$391.9K
2,467
-58%
增持
DES
WISDOMTREE TR
+$380.7K
12,496
+2374%
增持
VUG
VANGUARD INDEX FDS
+$380.5K
4,697
+4%
增持
WMT
WALMART INC
+$379.8K
28,727
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
+$372.5K
9,684
-1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$345.5K
0
-100%
清仓
WSBC
WESBANCO INC
-$345.4K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$344.3K
101,999
+7%
增持
CLMT
CALUMET INC
+$341.8K
66,305
+20%
增持
COST
COSTCO WHSL CORP NEW
+$339.8K
1,401
+26%
清仓
—
DISCOVER FINL SVCS
-$326.0K
0
-100%
清仓
PAYX
PAYCHEX INC
-$319.4K
0
-100%
增持
PULS
PGIM ETF TR
+$315.6K
175,622
+4%
增持
TXN
TEXAS INSTRS INC
+$314.0K
4,331
+33%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$305.9K
10,122
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$305.0K
6,250
+1%
增持
VOO
VANGUARD INDEX FDS
+$304.7K
4,528
+3%
增持
SPYV
SPDR SERIES TRUST
+$291.7K
35,498
+16%
减持
MRK
MERCK & CO INC
-$290.8K
16,564
-7%
增持
CW
CURTISS WRIGHT CORP
+$288.6K
1,683
+0%
清仓
ELV
ELEVANCE HEALTH INC
-$288.5K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$287.3K
2,909
增持
UAN
CVR PARTNERS LP
+$283.7K
17,886
+3%
增持
SPTM
SPDR SERIES TRUST
+$283.7K
34,856
+2%
清仓
CMCSA
COMCAST CORP NEW
-$281.7K
0
-100%
清仓
HTGC
HERCULES CAPITAL INC
-$278.9K
0
-100%
增持
TBIL
RBB FD INC
+$273.7K
61,128
+10%
建仓
NRG
NRG ENERGY INC
+$269.2K
1,676
建仓
ROK
ROCKWELL AUTOMATION INC
+$269.1K
810
清仓
NOBL
PROSHARES TR
-$268.6K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$260.6K
0
-100%
减持
TGT
TARGET CORP
-$259.2K
5,039
-30%
清仓
FISV
FISERV INC
-$258.4K
0
-100%
建仓
TTD
THE TRADE DESK INC
+$257.0K
3,570
增持
—
EXXON MOBIL CORP
-$257.0K
26,934
+1%
建仓
JAAA
JANUS DETROIT STR TR
+$253.8K
5,000
清仓
CL
COLGATE PALMOLIVE CO
-$253.7K
0
-100%
增持
NEAR
ISHARES U S ETF TR
+$252.8K
5,436
+1005%
增持
LQDH
ISHARES U S ETF TR
+$251.0K
5,247
+107%
清仓
SHEL
SHELL PLC
-$250.0K
0
-100%
减持
SPYM
SPDR SERIES TRUST
-$248.0K
2,617
-61%
清仓
BKR
BAKER HUGHES COMPANY
-$247.0K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$246.3K
0
-100%
清仓
ZTS
ZOETIS INC
-$241.1K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$240.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$228.6K
19,342
-13%
清仓
LNT
ALLIANT ENERGY CORP
-$228.5K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$227.1K
0
-100%
清仓
HAL
HALLIBURTON CO
-$224.0K
0
-100%
清仓
SO
SOUTHERN CO
-$223.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$222.0K
4,010
+4%
减持
HON
HONEYWELL INTL INC
+$216.8K
10,473
-0%
减持
IWR
ISHARES TR
-$214.7K
2,559
-52%
清仓
ETR
ENTERGY CORP NEW
-$213.8K
0
-100%
减持
DGRS
WISDOMTREE TR
-$210.5K
97,684
-5%
清仓
PRU
PRUDENTIAL FINL INC
-$210.3K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
+$209.5K
5,941
+26%
清仓
REG
REGENCY CTRS CORP
-$209.2K
0
-100%
建仓
EXEL
EXELIXIS INC
+$209.0K
4,741
清仓
GSK
GSK PLC
-$208.6K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$208.2K
1,621
清仓
DOCU
DOCUSIGN INC
-$206.3K
0
-100%
清仓
INTC
INTEL CORP
-$205.5K
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$203.8K
4,955
增持
JNJ
JOHNSON & JOHNSON
-$203.5K
18,725
+1%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$202.3K
0
-100%
清仓
HSY
HERSHEY CO
-$200.8K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$199.4K
11,001
减持
OKE
ONEOK INC NEW
-$199.2K
8,776
-5%
减持
MCD
MCDONALDS CORP
-$197.7K
8,405
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$193.0K
55,747
+0%
减持
XAR
SPDR SERIES TRUST
+$189.5K
3,801
-0%
减持
AGG
ISHARES TR
-$189.3K
693
-73%
增持
RY
ROYAL BK CDA
+$186.8K
9,883
+0%
增持
GOOG
ALPHABET INC
+$185.6K
8,596
+0%
减持
CAT
CATERPILLAR INC
+$184.2K
3,248
-1%
减持
VBR
VANGUARD INDEX FDS
-$181.4K
303
-77%
减持
O
REALTY INCOME CORP
-$180.3K
6,726
-31%
减持
SPGI
S&P GLOBAL INC
-$178.3K
586
-39%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$178.2K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$177.2K
2,880
+4%
增持
SPYG
SPDR SERIES TRUST
+$175.7K
7,109
+14%
减持
CSCO
CISCO SYS INC
+$172.9K
26,877
-2%
减持
ARCC
ARES CAPITAL CORP
-$171.7K
24,258
-24%
增持
HWM
HOWMET AEROSPACE INC
+$171.5K
2,673
+6%
减持
ABT
ABBOTT LABS
-$170.1K
3,049
-31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$167.3K
7,397
+5%
减持
NOC
NORTHROP GRUMMAN CORP
-$166.4K
574
-35%
减持
PG
PROCTER AND GAMBLE CO
-$161.3K
12,245
-1%
增持
VTI
VANGUARD INDEX FDS
+$161.2K
5,352
+0%
减持
CSX
CSX CORP
-$157.1K
6,892
-47%
清仓
FNY
FIRST TR EXCHANGE-TRADED ALP
-$156.9K
0
-100%
减持
INTU
INTUIT
+$155.2K
927
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$154.7K
4,869
-12%
减持
CEG
CONSTELLATION ENERGY CORP
+$153.4K
1,410
-6%
减持
BND
VANGUARD BD INDEX FDS
-$150.9K
131
-94%
增持
PGR
PROGRESSIVE CORP
-$149.3K
12,540
+2%
减持
MA
MASTERCARD INCORPORATED
-$147.9K
421
-40%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$147.4K
9,657
+2%
减持
ITW
ILLINOIS TOOL WKS INC
-$145.3K
1,353
-30%
减持
XLC
SELECT SECTOR SPDR TR
-$144.8K
1,672
-51%
清仓
FNK
FIRST TR EXCHANGE-TRADED ALP
-$144.7K
0
-100%
减持
RTX
RTX CORPORATION
+$144.4K
11,071
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$144.3K
43,057
+2%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$143.0K
0
-100%
减持
XLRE
SELECT SECTOR SPDR TR
-$141.4K
100
-97%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$141.0K
24,364
-1%
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$140.8K
0
-100%
减持
DGRW
WISDOMTREE TR
+$139.7K
52,048
-1%
减持
IRM
IRON MTN INC DEL
+$139.0K
8,930
-1%
减持
—
JOHNSON CTLS INTL PLC
+$137.7K
5,781
-2%
减持
—
OXFORD LANE CAP CORP
-$137.3K
225,578
-2%
减持
BTI
BRITISH AMERN TOB PLC
-$134.7K
5,559
-42%
