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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 41
减持 56
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.9M
137,168
-13%
增持
AAPL
APPLE INC
+$3.2M
132,044
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$2.6M
6,978
-79%
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
GOOGL
ALPHABET INC
+$2.1M
28,676
+2%
建仓
LVHI
LEGG MASON ETF INVT
+$2.1M
57,349
建仓
AVUV
AMERICAN CENTY ETF TR
+$1.7M
16,290
增持
AMZN
AMAZON COM INC
+$1.5M
49,992
+10%
增持
—
EXXON MOBIL CORP
+$1.4M
37,372
+34%
减持
PGR
PROGRESSIVE CORP
-$1.2M
7,544
-37%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.2M
18,012
增持
FESM
FIDELITY COVINGTON TRUST
+$1.1M
102,106
+36%
增持
TBIL
RBB FD INC
+$1.1M
99,066
+29%
增持
MSFT
MICROSOFT CORP
-$1.1M
34,140
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$1.0M
30,854
+9%
增持
FMDE
FIDELITY COVINGTON TRUST
+$1.0M
100,093
+37%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$995.4K
21,620
减持
SPSM
SPDR SERIES TRUST
-$854.9K
6,711
-73%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$705.9K
2,791
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$685.5K
165,761
+10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$595.2K
128,090
+10%
减持
GOOG
ALPHABET INC
+$564.6K
8,358
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$559.6K
120,852
+10%
增持
LLY
ELI LILLY & CO
+$551.5K
1,759
+0%
增持
CL
COLGATE PALMOLIVE CO
+$540.6K
9,565
+255%
增持
DGRW
WISDOMTREE TR
+$525.4K
93,094
+6%
增持
MO
ALTRIA GROUP INC
-$512.1K
71,194
+2%
增持
ORCL
ORACLE CORP
-$507.9K
7,273
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
+$498.6K
9,568
-0%
增持
TCAL
T ROWE PRICE ETF INC
+$468.6K
36,350
+128%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$455.7K
64,398
+9%
增持
GS
GOLDMAN SACHS GROUP INC
+$446.8K
2,734
+11%
减持
T
AT&T INC
-$421.4K
78,242
-7%
增持
TCAF
T ROWE PRICE ETF INC
+$405.6K
160,406
+6%
减持
JNJ
JOHNSON & JOHNSON
+$400.9K
18,717
-0%
清仓
HOOD
ROBINHOOD MKTS INC
-$399.0K
0
-100%
建仓
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$392.1K
26,969
建仓
HYDB
ISHARES TR
+$389.0K
8,215
建仓
GRNY
TIDAL TRUST I
+$385.2K
15,558
减持
HD
HOME DEPOT INC
-$355.4K
5,638
-0%
清仓
HTGC
HERCULES CAPITAL INC
-$351.6K
0
-100%
增持
—
EATON CORP PLC
-$331.8K
6,605
+1%
减持
MRK
MERCK & CO INC
+$321.5K
15,869
-1%
减持
SLV
ISHARES SILVER TR
+$320.3K
20,245
-13%
增持
PULS
PGIM ETF TR
+$312.4K
185,132
+4%
减持
CSCO
CISCO SYS INC
-$304.2K
19,776
-26%
清仓
RUNN
STRATEGIC TRUST
-$287.9K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$277.0K
2,351
-0%
减持
CAT
CATERPILLAR INC
+$275.6K
3,127
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$274.8K
8,308
+7%
减持
FBNC
FIRST BANCORP N C
-$273.4K
120,545
-0%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$271.3K
57,244
+22%
建仓
TWLO
TWILIO INC
+$271.1K
1,906
清仓
BKR
BAKER HUGHES COMPANY
-$268.5K
0
-100%
清仓
NOBL
PROSHARES TR
-$267.1K
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$266.5K
78,755
-7%
减持
AVGO
BROADCOM INC
+$263.1K
23,873
-2%
增持
DUK
DUKE ENERGY CORP NEW
-$261.3K
58,251
+2%
清仓
LPLA
LPL FINL HLDGS INC
-$260.5K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$260.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$258.4K
7,699
-28%
减持
PINS
PINTEREST INC
-$256.6K
15,111
-25%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$254.5K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$251.3K
3,470
-28%
清仓
—
ASML HOLDING N V
-$251.0K
0
-100%
清仓
URI
UNITED RENTALS INC
-$250.9K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$245.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$243.2K
6,905
+4%
增持
GOF
GUGGENHEIM STRATEGIC OPPORTU
-$243.1K
116,620
+0%
清仓
COIN
COINBASE GLOBAL INC
-$241.3K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$239.7K
0
-100%
减持
ABT
ABBOTT LABS
-$239.2K
2,688
-37%
减持
O
REALTY INCOME CORP
-$236.9K
6,400
-35%
减持
D
DOMINION ENERGY INC
-$235.2K
14,318
-18%
清仓
LNT
ALLIANT ENERGY CORP
-$234.5K
0
-100%
清仓
IONQ
IONQ INC
-$234.4K
0
-100%
增持
AMGN
AMGEN INC
+$234.3K
2,043
+33%
清仓
GSK
GSK PLC
-$234.0K
0
-100%
清仓
SHEL
SHELL PLC
-$232.9K
0
-100%
减持
BLK
BLACKROCK INC
-$231.3K
346
-33%
清仓
BMNR
BITMINE IMMERSION TECNOLOGIE
-$222.5K
0
-100%
减持
RY
ROYAL BK CDA
+$221.1K
9,842
-0%
增持
PYLD
PIMCO ETF TR
+$220.3K
11,555
+253%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$218.7K
0
-100%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$218.2K
0
-100%
清仓
PSTG
PURE STORAGE INC
-$215.0K
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$214.9K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$212.7K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$212.0K
5,658
-40%
清仓
—
ASTRAZENECA PLC
-$211.7K
0
-100%
减持
EVLN
MORGAN STANLEY ETF TRUST
-$209.9K
126,014
-3%
减持
OXLC
OXFORD LANE CAP CORP
-$209.2K
46,317
-12%
建仓
USB
US BANCORP DEL
+$208.9K
3,915
减持
PYPL
PAYPAL HLDGS INC
-$208.4K
4,111
-39%
建仓
EXEL
EXELIXIS INC
+$207.8K
4,741
清仓
FAST
FASTENAL CO
-$205.9K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$205.5K
303
-77%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$204.9K
0
-100%
清仓
GM
GENERAL MTRS CO
-$202.3K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$200.3K
0
-100%
清仓
PFFA
ETFIS SER TR I
-$196.7K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$195.8K
3,635
+5%
减持
PG
PROCTER AND GAMBLE CO
-$193.5K
11,689
-4%
清仓
FNY
FIRST TR EXCHANGE-TRADED ALP
-$192.1K
0
-100%
减持
IVV
ISHARES TR
-$191.6K
13,744
-4%
减持
HON
HONEYWELL INTL INC
-$189.8K
10,329
-1%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$188.7K
0
-100%
增持
SMH
VANECK ETF TRUST
+$187.6K
4,532
+2%
增持
QQQI
NEOS ETF TRUST
+$174.6K
7,020
+87%
减持
IYW
ISHARES TR
-$173.5K
873
-51%
减持
IWR
ISHARES TR
-$171.5K
2,478
-42%
增持
XLU
SELECT SECTOR SPDR TR
-$171.1K
5,842
+21%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$170.6K
8,746
+2%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$169.1K
10,228
-0%
增持
IRM
IRON MTN INC DEL
-$168.3K
8,977
+0%
减持
RTX
RTX CORPORATION
+$166.3K
11,022
-1%
增持
SPYV
SPDR SERIES TRUST
+$166.3K
43,449
+4%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$166.0K
3,576
清仓
FNK
FIRST TR EXCHANGE-TRADED ALP
-$159.7K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$159.0K
428
-40%
清仓
FYT
FIRST TR EXCHANGE-TRADED ALP
-$158.8K
0
-100%
减持
EMR
EMERSON ELEC CO
-$157.8K
3,049
-29%
减持
AGNC
AGNC INVT CORP
+$156.7K
171,517
-0%
增持
DIVO
AMPLIFY ETF TR
+$154.7K
47,162
+8%
减持
USMV
ISHARES TR
-$154.2K
1,763
-48%
建仓
BGH
BARINGS GLOBAL SHORT DURATIO
+$150.9K
10,051
减持
QUAL
ISHARES TR
-$150.6K
508
-61%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$150.3K
106
-91%
减持
ITW
ILLINOIS TOOL WKS INC
-$150.0K
1,353
-27%
建仓
MDST
ULTIMUS MANAGERS TR
+$149.4K
5,656
减持
IYG
ISHARES TR
-$149.0K
602
-74%
建仓
WEEI
ULTIMUS MANAGERS TR
+$149.0K
6,944
减持
KRE
SPDR SERIES TRUST
-$148.7K
200
-92%
减持
AGG
ISHARES TR
-$147.9K
790
-65%
减持
SPGI
S&P GLOBAL INC
-$146.5K
589
-37%
清仓
QQQH
NEOS ETF TRUST
-$145.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$145.2K
9,104
+0%
减持
BND
VANGUARD BD INDEX FDS
-$143.1K
319
-86%
减持
XLRE
SELECT SECTOR SPDR TR
-$142.5K
100
-97%
减持
NOC
NORTHROP GRUMMAN CORP
-$141.3K
575
-25%
减持
WMT
WALMART INC
+$141.0K
28,040
-3%
清仓
IEUR
ISHARES TR
-$140.7K
0
-100%
建仓
ARDC
ARES DYNAMIC CR ALLOCATION F
+$140.2K
10,541
减持
TGT
TARGET CORP
-$137.4K
3,592
-34%
清仓
F
FORD MTR CO
-$134.9K
0
-100%
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$134.0K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$133.9K
11,534
+8%
减持
EFG
ISHARES TR
-$130.7K
871
-57%
减持
CVX
CHEVRON CORP NEW
-$129.5K
21,516
-2%
增持
NFLX
NETFLIX INC
-$129.3K
14,388
+1067%
减持
PM
PHILIP MORRIS INTL INC
-$128.7K
21,230
-3%
