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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 55
增持 66
减持 19
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.3M
128,331
-0%
增持
TCAF
T ROWE PRICE ETF INC
+$5.4M
151,858
+1644%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$5.4M
58,884
+3542%
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
+$5.3M
157,814
+3%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$5.2M
150,713
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.8M
116,142
+1657%
增持
DGRW
WISDOMTREE TR
+$3.4M
87,680
+68%
建仓
FESM
FIDELITY COVINGTON TRUST
+$2.7M
75,203
减持
SPSM
SPDR SERIES TRUST
-$2.7M
25,245
-72%
增持
IVV
ISHARES TR
+$2.7M
14,350
+29%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$2.6M
72,934
增持
FCNCA
FIRST CTZNS BANCSHARES INC D
+$2.2M
1,532
+485%
增持
GOOGL
ALPHABET INC
+$2.1M
28,151
+5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.8M
4,828
-68%
减持
AVGO
BROADCOM INC
+$1.2M
24,247
-2%
减持
BIL
SPDR SERIES TRUST
-$1.1M
70,994
-14%
减持
FBNC
FIRST BANCORP N C
+$1.0M
120,928
-1%
清仓
—
OXFORD LANE CAP CORP
-$947.4K
0
-100%
建仓
OXLC
OXFORD LANE CAP CORP
+$887.2K
52,407
增持
ABBV
ABBVIE INC
+$846.0K
18,345
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$825.2K
28,254
+1%
增持
TBIL
RBB FD INC
+$779.9K
76,719
+26%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$758.7K
30,000
增持
MSFT
MICROSOFT CORP
+$749.6K
33,945
+0%
增持
TSLA
TESLA INC
+$701.2K
4,226
+14%
增持
JNJ
JOHNSON & JOHNSON
+$612.2K
18,727
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$576.8K
10,607
+1%
减持
SHY
ISHARES TR
-$573.0K
500
-93%
增持
EVLN
MORGAN STANLEY ETF TRUST
+$571.3K
129,738
+10%
增持
MO
ALTRIA GROUP INC
+$571.1K
69,893
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$554.4K
6,643
+16%
增持
ORCL
ORACLE CORP
+$549.5K
6,847
+9%
增持
QQQ
INVESCO QQQ TR
+$542.8K
9,074
+2%
减持
GOOG
ALPHABET INC
+$533.3K
8,451
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$510.8K
57,285
+3%
增持
LOW
LOWES COS INC
+$472.2K
12,441
+4%
增持
SPYV
SPDR SERIES TRUST
+$444.1K
41,607
+17%
增持
PM
PHILIP MORRIS INTL INC
-$412.9K
21,789
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$406.1K
2,456
+12%
建仓
HOOD
ROBINHOOD MKTS INC
+$399.0K
2,787
建仓
TCAL
T ROWE PRICE ETF INC
+$388.2K
15,915
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$385.0K
109,488
+7%
减持
PGR
PROGRESSIVE CORP
-$384.5K
11,994
-4%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$366.4K
56,872
+121%
增持
GEV
GE VERNOVA INC
+$359.8K
1,189
+69%
建仓
HTGC
HERCULES CAPITAL INC
+$351.6K
18,591
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$350.6K
723
建仓
WSBC
WESBANCO INC
+$349.6K
10,947
增持
GE
GE AEROSPACE
+$325.9K
3,650
+22%
增持
CVX
CHEVRON CORP NEW
+$315.6K
21,950
+2%
增持
CSX
CSX CORP
+$314.4K
15,188
+120%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$308.0K
7,760
+5%
增持
NEE
NEXTERA ENERGY INC
+$305.7K
21,837
+13%
建仓
APP
APPLOVIN CORP
+$303.2K
422
增持
ORLY
OREILLY AUTOMOTIVE INC
+$300.9K
8,534
+24%
清仓
WDAY
WORKDAY INC
-$295.4K
0
-100%
增持
SLV
ISHARES SILVER TR
+$293.3K
23,221
+10%
减持
XLE
SELECT SECTOR SPDR TR
-$291.0K
32,809
-14%
建仓
GLW
CORNING INC
+$290.4K
3,541
减持
BTU
PEABODY ENERGY CORP
+$290.0K
27,405
-16%
建仓
INTC
INTEL CORP
+$288.3K
8,594
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$286.1K
10,235
+1%
增持
VOO
VANGUARD INDEX FDS
+$283.9K
4,664
+3%
增持
C
CITIGROUP INC
+$279.3K
6,559
+44%
增持
AMZN
AMAZON COM INC
+$278.9K
45,599
+3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$278.6K
4,524
+13%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$272.9K
10,776
+49%
增持
SMH
VANECK ETF TRUST
+$270.1K
4,426
+5%
建仓
BKR
BAKER HUGHES COMPANY
+$268.5K
5,512
增持
GLD
SPDR GOLD TR
+$267.3K
2,468
+23%
建仓
NOBL
PROSHARES TR
+$267.1K
2,592
建仓
PAYX
PAYCHEX INC
+$264.0K
2,082
增持
AGNC
AGNC INVT CORP
+$262.6K
171,802
+11%
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$262.3K
1,011
建仓
LPLA
LPL FINL HLDGS INC
+$260.5K
783
清仓
TTD
THE TRADE DESK INC
-$257.0K
0
-100%
减持
CAT
CATERPILLAR INC
+$255.1K
3,177
-2%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$254.5K
3,915
清仓
NTRA
NATERA INC
-$253.6K
0
-100%
建仓
BALI
BLACKROCK ETF TRUST
+$253.5K
7,986
建仓
—
ASML HOLDING N V
+$251.0K
259
建仓
URI
UNITED RENTALS INC
+$250.9K
263
建仓
SHOP
SHOPIFY INC
+$249.8K
1,681
建仓
HSY
HERSHEY CO
+$246.2K
1,316
清仓
TWLO
TWILIO INC
-$244.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$243.7K
10,719
-15%
增持
—
EXXON MOBIL CORP
+$243.5K
27,911
+4%
增持
BLK
BLACKROCK INC
+$242.8K
516
+51%
建仓
BUZZ
VANECK ETF TRUST
+$242.0K
6,727
建仓
COIN
COINBASE GLOBAL INC
+$241.3K
715
建仓
CMCSA
COMCAST CORP NEW
+$239.7K
7,630
增持
RTX
RTX CORPORATION
+$238.6K
11,086
+0%
增持
—
EATON CORP PLC
+$235.1K
6,508
+6%
建仓
ETR
ENTERGY CORP NEW
+$234.9K
2,521
建仓
LNT
ALLIANT ENERGY CORP
+$234.5K
3,479
建仓
IONQ
IONQ INC
+$234.4K
3,812
建仓
GSK
GSK PLC
+$234.0K
5,423
增持
HON
HONEYWELL INTL INC
-$233.9K
10,475
+0%
建仓
TRV
TRAVELERS COMPANIES INC
+$233.1K
835
建仓
SHEL
SHELL PLC
+$232.9K
3,256
建仓
SO
SOUTHERN CO
+$231.9K
2,447
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$230.9K
17,242
增持
AXP
AMERICAN EXPRESS CO
+$230.6K
3,460
+20%
增持
AMAT
APPLIED MATLS INC
+$226.7K
2,196
+80%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$226.1K
9,761
-34%
增持
XLC
SELECT SECTOR SPDR TR
+$224.6K
3,431
+105%
建仓
NSC
NORFOLK SOUTHN CORP
+$223.0K
742
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$222.5K
4,285
增持
ENB
ENBRIDGE INC
+$221.8K
19,538
+16%
建仓
BNY
BANK NEW YORK MELLON CORP
+$221.0K
2,028
建仓
SOFI
SOFI TECHNOLOGIES INC
+$218.7K
8,276
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$218.2K
4,363
建仓
CL
COLGATE PALMOLIVE CO
+$215.3K
2,693
建仓
PSTG
PURE STORAGE INC
+$215.0K
2,565
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$214.9K
910
建仓
MRSH
MARSH & MCLENNAN COS INC
+$212.7K
1,055
增持
MAR
MARRIOTT INTL INC NEW
+$212.7K
4,817
+26%
建仓
IDEV
ISHARES TR
+$211.8K
2,642
建仓
—
ASTRAZENECA PLC
+$211.7K
2,759
增持
VBR
VANGUARD INDEX FDS
+$210.6K
1,292
+326%
增持
O
REALTY INCOME CORP
+$210.2K
9,831
+46%
清仓
EXEL
EXELIXIS INC
-$209.0K
0
-100%
清仓
HUBS
HUBSPOT INC
-$207.6K
0
-100%
清仓
GDDY
GODADDY INC
-$206.7K
0
-100%
建仓
FAST
FASTENAL CO
+$205.9K
4,198
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$204.9K
2,309
增持
ROK
ROCKWELL AUTOMATION INC
+$204.2K
1,354
+67%
增持
UBER
UBER TECHNOLOGIES INC
+$204.0K
7,740
+30%
建仓
QQQI
NEOS ETF TRUST
+$203.5K
3,754
建仓
GM
GENERAL MTRS CO
+$202.3K
3,319
清仓
—
RENAISSANCERE HLDGS LTD
-$202.3K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$202.0K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$200.3K
815
建仓
PFFA
ETFIS SER TR I
+$196.7K
9,060
增持
DIVO
AMPLIFY ETF TR
+$195.4K
43,617
+6%
增持
ITA
ISHARES TR
+$193.2K
1,214
+276%
减持
XLF
SELECT SECTOR SPDR TR
-$192.5K
38,284
-11%
增持
CMI
CUMMINS INC
+$192.5K
1,264
+21%
建仓
FNY
FIRST TR EXCHANGE-TRADED ALP
+$192.1K
2,096
建仓
FIDU
FIDELITY COVINGTON TRUST
+$189.9K
2,317
减持
HD
HOME DEPOT INC
+$189.3K
5,665
-1%
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$188.7K
2,080
减持
—
ACCENTURE PLC IRELAND
-$188.5K
994
-31%
减持
UAN
CVR PARTNERS LP
-$187.8K
15,548
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$185.9K
6,274
+0%
增持
USFR
WISDOMTREE TR
+$185.3K
35,933
+12%
增持
NOC
NORTHROP GRUMMAN CORP
+$181.7K
769
+34%
减持
SPTM
SPDR SERIES TRUST
+$178.9K
34,584
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$177.2K
4,822
+62%
增持
BAC
BANK AMERICA CORP
+$176.7K
32,147
+3%
