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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 66
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$2.7M
17,370
-0%
增持
VUG
VANGUARD INDEX FDS
-$2.0M
44,142
+1%
减持
VGT
VANGUARD WORLD FD
-$1.8M
25,552
-2%
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
MSFT
MICROSOFT CORP
-$1.5M
16,833
+5%
减持
IVW
ISHARES TR
-$1.2M
112,722
-0%
增持
VDE
VANGUARD WORLD FD
+$1.0M
21,028
+2%
减持
XLK
SELECT SECTOR SPDR TR
-$874.3K
72,898
-1%
增持
VUSB
VANGUARD BD INDEX FDS
+$864.4K
263,552
+7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$729.3K
546,091
-0%
减持
AAPL
APPLE INC
-$639.0K
33,902
-0%
增持
VCR
VANGUARD WORLD FD
-$638.6K
20,731
+1%
增持
VDC
VANGUARD WORLD FD
+$603.5K
15,349
+14%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP
+$548.3K
22,480
减持
VOO
VANGUARD INDEX FDS
-$541.6K
14,620
-1%
增持
BINC
BLACKROCK ETF TRUST II
+$522.4K
192,616
+7%
增持
VV
VANGUARD INDEX FDS
-$499.3K
47,767
+2%
减持
—
EXXON MOBIL CORP
+$440.3K
9,722
-3%
减持
XLY
SELECT SECTOR SPDR TR
-$414.9K
18,609
-9%
增持
VFH
VANGUARD WORLD FD
-$403.3K
59,085
+5%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$376.2K
22,623
+47%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$371.8K
169,581
+4%
减持
NVDA
NVIDIA CORPORATION
-$363.5K
25,367
-1%
减持
SUB
ISHARES TR
-$361.7K
15,923
-17%
增持
BIL
SPDR SERIES TRUST
+$361.0K
261,898
+1%
增持
VIS
VANGUARD WORLD FD
+$356.9K
23,826
+0%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$347.2K
72,050
-4%
减持
PEY
INVESCO EXCHANGE TRADED FD T
-$323.7K
165,003
-13%
增持
VOX
VANGUARD WORLD FD
-$312.8K
27,555
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$310.2K
2,016
-21%
减持
JNJ
JOHNSON & JOHNSON
+$292.3K
8,167
-1%
增持
TSLA
TESLA INC
-$292.0K
5,787
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$288.9K
156,606
+3%
建仓
MU
MICRON TECHNOLOGY INC
+$273.6K
810
建仓
HSBC
HSBC HLDGS PLC
+$264.3K
3,204
增持
VTV
VANGUARD INDEX FDS
+$263.1K
43,685
+0%
清仓
—
ASTRAZENECA PLC
-$249.5K
0
-100%
建仓
SHEL
SHELL PLC
+$245.8K
2,643
增持
AGG
ISHARES TR
+$245.6K
119,882
+3%
建仓
NEE
NEXTERA ENERGY INC
+$243.2K
2,618
建仓
TXN
TEXAS INSTRS INC
+$242.7K
1,250
建仓
GEV
GE VERNOVA INC
+$240.0K
275
建仓
PFE
PFIZER INC
+$238.5K
8,493
建仓
AMAT
APPLIED MATLS INC
+$236.2K
691
建仓
LRCX
LAM RESEARCH CORP
+$235.5K
1,102
清仓
COR
CENCORA INC
-$231.0K
0
-100%
清仓
—
CYBERARK SOFTWARE LTD
-$227.5K
0
-100%
建仓
NVS
NOVARTIS AG
+$224.7K
1,471
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$224.5K
0
-100%
清仓
GLD
SPDR GOLD TR
-$222.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$220.5K
33,771
-2%
清仓
BKNG
BOOKING HOLDINGS INC
-$219.6K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$217.3K
17,140
+16%
建仓
PANW
PALO ALTO NETWORKS INC
+$211.5K
1,319
建仓
CVX
CHEVRON CORPORATION
+$210.8K
1,019
清仓
D
DOMINION ENERGY INC
-$209.2K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$207.7K
4,138
增持
VOE
VANGUARD INDEX FDS
+$206.8K
18,768
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$205.5K
1,984
-16%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$205.5K
2,612
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$202.3K
925
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$202.2K
3,090
+12%
建仓
—
LINDE PLC
+$200.8K
405
建仓
ECL
ECOLAB INC
+$200.0K
752
增持
VAW
VANGUARD WORLD FD
+$197.9K
6,844
+6%
增持
NFLX
NETFLIX INC
+$189.1K
5,066
+59%
增持
VPU
VANGUARD WORLD FD
+$188.2K
8,152
+6%
减持
XLV
SELECT SECTOR SPDR TR
-$186.6K
7,498
-10%
减持
BAC
BANK AMERICA CORP
-$186.2K
12,652
-13%
增持
GOOGL
ALPHABET INC
+$181.5K
8,638
+17%
减持
VTEB
VANGUARD MUN BD FDS
-$176.8K
6,256
-36%
增持
—
ASML HLDG NV
+$172.4K
363
+26%
减持
SPY
SPDR S&P 500 ETF TR
-$162.9K
3,323
-2%
增持
VOT
VANGUARD INDEX FDS
-$148.1K
11,934
+3%
减持
ORCL
ORACLE CORP
-$142.3K
1,639
-17%
增持
AMZN
AMAZON COM INC
-$141.7K
9,059
+3%
增持
CAT
CATERPILLAR INC
+$132.8K
705
+10%
减持
AXP
AMERICAN EXPRESS CO
-$132.1K
1,201
-10%
增持
T
AT&T INC
+$130.8K
12,792
+32%
减持
XLC
SELECT SECTOR SPDR TR
-$126.2K
6,929
-9%
减持
IJH
ISHARES TR
+$125.8K
88,377
-0%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$124.8K
1,631
-5%
增持
META
META PLATFORMS INC
+$117.9K
1,061
+43%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$116.0K
8,256
-19%
减持
IXG
ISHARES TR
-$111.2K
16,311
-0%
减持
LQD
ISHARES TR
-$110.5K
6,121
-13%
减持
AIVL
WISDOMTREE TR
-$107.7K
23,493
-4%
增持
AVGO
BROADCOM INC
-$103.1K
3,727
+3%
减持
CSCO
CISCO SYS INC
-$101.4K
5,883
-19%
增持
FDX
FEDEX CORP
+$93.3K
982
+11%
减持
EFA
ISHARES TR
-$89.8K
46,481
-3%
增持
ABT
ABBOTT LABS
-$88.6K
5,197
+5%
减持
SDY
SPDR SERIES TRUST
+$87.1K
31,735
-3%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$86.3K
3,211
+13%
增持
MRK
MERCK & CO INC
+$85.5K
4,309
+5%
减持
IJK
ISHARES TR
+$84.8K
28,240
-1%
增持
JPM
JPMORGAN CHASE & CO
-$80.8K
3,383
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$79.2K
2,472
+19%
增持
SO
SOUTHERN CO
+$76.4K
3,041
+22%
增持
COST
COSTCO WHSL CORP NEW
+$72.5K
341
+10%
增持
COF
CAPITAL ONE FINL CORP
+$69.6K
1,640
+73%
减持
HD
HOME DEPOT INC
-$64.9K
2,369
-3%
增持
IGSB
ISHARES TR
+$64.1K
80,299
+2%
增持
V
VISA INC
-$62.9K
3,346
+9%
增持
VO
VANGUARD INDEX FDS
+$62.3K
19,067
+2%
减持
DES
WISDOMTREE TR
+$58.5K
60,029
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$58.0K
477
+2%
增持
GILD
GILEAD SCIENCES INC
+$58.0K
2,127
+9%
增持
MO
ALTRIA GROUP INC
+$53.9K
6,196
+1%
减持
HON
HONEYWELL INTL INC
+$53.7K
1,743
-0%
增持
PM
PHILIP MORRIS INTL INC
+$53.2K
4,338
+5%
增持
INTC
INTEL CORP
+$51.1K
6,169
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$49.6K
15,285
+1%
减持
MKL
MARKEL GROUP INC
-$47.6K
193
-1%
减持
SHYG
ISHARES TR
-$46.6K
4,900
-17%
增持
VBR
VANGUARD INDEX FDS
+$45.7K
6,475
+1%
减持
IJR
ISHARES TR
-$44.0K
16,900
-5%
减持
IEMG
ISHARES INC
+$42.8K
35,098
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$42.6K
1,708
+4%
减持
IEF
ISHARES TR
-$42.5K
4,975
-8%
增持
WMT
WALMART INC
+$42.1K
2,550
+3%
减持
DON
WISDOMTREE TR
-$41.1K
57,723
-3%
增持
MA
MASTERCARD INCORPORATED
+$41.0K
1,075
+24%
减持
IVE
ISHARES TR
-$37.3K
26,751
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$35.5K
1,223
+23%
增持
GOOG
ALPHABET INC
-$35.3K
5,282
+7%
减持
TFC
TRUIST FINL CORP
-$33.1K
5,578
-5%
减持
VB
VANGUARD INDEX FDS
+$32.3K
11,590
-0%
减持
IWM
ISHARES TR
-$32.0K
7,513
-2%
减持
KO
COCA COLA CO
+$30.3K
7,922
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$27.5K
49,215
-3%
增持
CATH
GLOBAL X FDS
-$26.7K
6,626
+0%
减持
EEM
ISHARES TR
+$25.7K
23,553
-2%
增持
IEI
ISHARES TR
+$22.6K
13,316
+2%
增持
SMMU
PIMCO ETF TR
+$20.8K
31,970
+1%
减持
XLP
SELECT SECTOR SPDR TR
-$20.2K
6,983
-8%
减持
MCD
MCDONALDS CORP
-$19.0K
769
-9%
增持
FXNC
FIRST NATL CORP
+$18.7K
10,954
+0%
减持
SHV
ISHARES TR
-$17.8K
10,625
-2%
减持
IJS
ISHARES TR
+$16.9K
5,497
-1%
增持
MUB
ISHARES TR
+$16.5K
10,299
+2%
增持
VHT
VANGUARD WORLD FD
-$14.5K
27,121
+5%
减持
DVY
ISHARES TR
+$14.1K
1,562
-1%
增持
VBK
VANGUARD INDEX FDS
+$12.4K
4,752
+1%
增持
C
CITIGROUP INC
+$11.7K
2,033
+8%
增持
TPLC
TIMOTHY PLAN
+$11.4K
11,212
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$11.0K
1,406
-1%
减持
IJJ
ISHARES TR
-$10.8K
16,035
-1%
减持
NSC
NORFOLK SOUTHN CORP
-$10.0K
4,330
-0%
增持
PG
PROCTER AND GAMBLE CO
+$10.0K
7,822
+0%
减持
FERG
FERGUSON ENTERPRISES INC
+$7.6K
1,324
-2%
