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FOUNDERS GROVE WEALTH PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
FOUNDERS GROVE WEALTH PARTNERS, LLC
报告期 2026-03-31 · CIK 0002046157
持仓数
162
前50大市值合计
$365.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 130 项
建仓 13
增持 68
减持 43
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VGT
VANGUARD WORLD FD
+$6.1M
29,175
+20%
增持
VUG
VANGUARD INDEX FDS
+$4.1M
47,449
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.6M
573,507
+0%
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
VV
VANGUARD INDEX FDS
+$3.1M
48,449
+16%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
16,299
+36%
增持
MSFT
MICROSOFT CORP
+$2.1M
14,645
+7%
建仓
AGG
ISHARES TR
+$2.1M
21,098
减持
IVW
ISHARES TR
+$1.8M
116,304
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$1.5M
38,100
-4%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
13,827
+61%
减持
SUB
ISHARES TR
-$1.0M
46,004
-18%
增持
EFA
ISHARES TR
+$1.0M
55,577
+15%
增持
VIS
VANGUARD WORLD FD
+$1.0M
24,563
+3%
增持
VCR
VANGUARD WORLD FD
+$967.0K
21,531
+3%
增持
LLY
ELI LILLY & CO
-$944.7K
21,460
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$924.2K
155,423
+4%
增持
VB
VANGUARD INDEX FDS
+$889.7K
11,784
+37%
增持
BIL
SPDR SER TR
+$851.3K
247,054
+4%
建仓
IGSB
ISHARES TR
+$835.9K
15,843
增持
VO
VANGUARD INDEX FDS
+$765.6K
18,733
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$762.3K
21,286
-42%
增持
VOX
VANGUARD WORLD FD
+$739.0K
28,861
+2%
减持
MUB
ISHARES TR
-$732.1K
13,621
-33%
增持
VOT
VANGUARD INDEX FDS
+$685.8K
11,973
+8%
减持
SPTI
SPDR SER TR
-$652.7K
16,072
-59%
增持
VTV
VANGUARD INDEX FDS
+$626.1K
43,889
+6%
清仓
XLE
SELECT SECTOR SPDR TR
-$526.7K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$502.7K
216,366
+5%
增持
VFH
VANGUARD WORLD FD
+$496.4K
59,265
+0%
建仓
SCHG
SCHWAB STRATEGIC TR
+$440.9K
15,095
增持
AMZN
AMAZON COM INC
+$419.7K
5,728
+30%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$418.9K
32,625
-20%
增持
TSLA
TESLA INC
+$405.7K
4,565
+13%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$403.1K
1,016
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$373.7K
37,109
-15%
建仓
META
META PLATFORMS INC
+$373.5K
506
减持
XLV
SELECT SECTOR SPDR TR
-$353.0K
12,760
-10%
增持
IJH
ISHARES TR
+$344.5K
87,526
+0%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$343.2K
222,547
-2%
增持
AVGO
BROADCOM INC
+$329.1K
2,003
+50%
增持
BAC
BANK AMERICA CORP
+$316.1K
10,942
+126%
建仓
IEI
ISHARES TR
+$312.6K
2,625
增持
BINC
BLACKROCK ETF TRUST II
+$307.3K
171,634
+3%
减持
PG
PROCTER AND GAMBLE CO
-$294.8K
7,067
-15%
增持
IXG
ISHARES TR
+$282.5K
16,468
+10%
减持
SGOV
ISHARES TR
-$269.8K
5,102
-34%
增持
SPY
SPDR S&P 500 ETF TR
+$265.4K
3,957
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$263.7K
10,342
+3%
增持
VBK
VANGUARD INDEX FDS
+$244.9K
4,849
+11%
增持
VOE
VANGUARD INDEX FDS
+$236.2K
18,152
+6%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$234.4K
1,035
减持
IVE
ISHARES TR
-$228.3K
26,331
-7%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$228.2K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$228.1K
2,160
清仓
NEE
NEXTERA ENERGY INC
-$223.5K
0
-100%
建仓
SHV
ISHARES TR
+$222.2K
2,012
增持
IEMG
ISHARES INC
+$221.6K
36,388
+0%
增持
NFLX
NETFLIX INC
+$218.9K
325
+40%
建仓
ECL
ECOLAB INC
+$216.9K
805
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$215.5K
172,918
-3%
增持
GOOGL
ALPHABET INC
+$210.8K
4,752
+17%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$210.5K
714
建仓
—
CYBERARK SOFTWARE LTD
+$207.5K
510
清仓
D
DOMINION ENERGY INC
-$201.3K
0
-100%
清仓
DVY
ISHARES TR
-$201.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$201.0K
508
增持
PM
PHILIP MORRIS INTL INC
+$200.3K
3,881
+22%
清仓
UNH
UNITEDHEALTH GROUP INC
-$200.1K
0
-100%
减持
IJK
ISHARES TR
+$199.7K
31,121
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$196.7K
2,711
+13%
增持
VBR
VANGUARD INDEX FDS
+$181.8K
6,466
+12%
增持
GOOG
ALPHABET INC
+$177.4K
4,139
+16%
增持
CATH
GLOBAL X FDS
+$163.9K
6,416
+35%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$159.2K
76,434
-1%
减持
VYM
VANGUARD WHITEHALL FDS
+$156.4K
54,684
-1%
增持
TPLC
TIMOTHY PLAN
+$155.2K
10,508
+41%
增持
ORCL
ORACLE CORP
+$155.1K
1,796
+6%
减持
—
EXXON MOBIL CORP
-$145.0K
9,327
-4%
减持
IVV
ISHARES TR
+$137.7K
2,734
-2%
增持
QQQ
INVESCO QQQ TR
+$135.3K
695
+31%
减持
JNJ
JOHNSON & JOHNSON
-$134.7K
6,594
-4%
减持
DES
WISDOMTREE TR
-$128.9K
64,501
-5%
增持
MPC
MARATHON PETE CORP
+$119.4K
5,715
+0%
增持
VHT
VANGUARD WORLD FD
-$109.9K
25,670
+5%
减持
V
VISA INC
-$104.6K
2,937
-10%
增持
AAPL
APPLE INC
-$104.3K
29,071
+6%
增持
VDE
VANGUARD WORLD FD
-$98.4K
20,879
+5%
增持
SHY
ISHARES TR
+$93.3K
10,743
+12%
增持
FERG
FERGUSON ENTERPRISES INC
+$84.8K
1,363
+3%
增持
AXP
AMERICAN EXPRESS CO
+$73.1K
1,077
+7%
减持
AIVL
WISDOMTREE TR
+$73.1K
24,790
-0%
减持
DON
WISDOMTREE TR
-$68.2K
60,011
-3%
减持
NSC
NORFOLK SOUTHN CORP
+$67.4K
4,380
-2%
增持
COF
CAPITAL ONE FINL CORP
+$67.1K
1,347
+10%
增持
TXN
TEXAS INSTRS INC
+$63.8K
1,352
+12%
减持
IJS
ISHARES TR
-$61.8K
3,759
-16%
增持
CSCO
CISCO SYS INC
+$60.0K
6,487
+3%
增持
ABBV
ABBVIE INC
-$55.6K
2,387
+0%
增持
VAW
VANGUARD WORLD FD
+$55.2K
6,506
+1%
减持
XLC
SELECT SECTOR SPDR TR
+$50.6K
7,656
-5%
减持
MRK
MERCK & CO INC
-$49.5K
3,191
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$49.2K
1,923
+8%
增持
VPU
VANGUARD WORLD FD
+$48.8K
7,907
+0%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$48.5K
2,531
-29%
减持
IWM
ISHARES TR
+$48.0K
10,730
-6%
增持
XLP
SELECT SECTOR SPDR TR
+$42.9K
10,936
+6%
增持
HON
HONEYWELL INTL INC
+$37.7K
1,183
+5%
增持
ABT
ABBOTT LABS
+$35.8K
4,339
+4%
减持
SDY
SPDR SER TR
-$33.8K
33,638
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$29.8K
34,656
-3%
减持
DUK
DUKE ENERGY CORP NEW
-$29.5K
1,860
-9%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$26.2K
779
+0%
减持
IJT
ISHARES TR
+$22.4K
8,925
-5%
减持
EEM
ISHARES TR
+$19.0K
26,303
-8%
减持
XLI
SELECT SECTOR SPDR TR
+$18.5K
8,783
-10%
增持
TFC
TRUIST FINL CORP
+$16.8K
8,239
+1%
减持
KO
COCA COLA CO
-$13.5K
7,453
-1%
增持
COST
COSTCO WHSL CORP NEW
+$12.1K
232
+1%
减持
SLYV
SPDR SER TR
-$11.5K
15,087
-3%
增持
AFL
AFLAC INC
-$11.2K
3,445
+2%
减持
MO
ALTRIA GROUP INC
-$10.0K
5,616
-1%
减持
IJJ
ISHARES TR
-$9.3K
15,502
-4%
增持
VNQ
VANGUARD INDEX FDS
-$7.6K
14,894
+1%
减持
IJR
ISHARES TR
+$7.5K
21,175
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$7.0K
1,921
+0%
减持
HD
HOME DEPOT INC
-$6.9K
2,259
-1%
增持
SYY
SYSCO CORP
+$5.6K
2,724
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.8K
1,629
+9%
减持
VDC
VANGUARD WORLD FD
+$875
13,874
-0%
增持
NOC
NORTHROP GRUMMAN CORP
+$671
455
+3%
