Founders Financial Alliance, LLC 13F 持仓 · 2026年Q2
Founders Financial Alliance 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 778 只证券，申报市值合计 7.54 亿美元。前几大持仓：AAPL（4.81%）、IVV（3.93%）、NVDA（3.60%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.3M | 4.81% | 125,514 | 减持 |
| 2 | IVV | ISHARES TR | $29.7M | 3.93% | 39,635 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $27.2M | 3.60% | 135,794 | 减持 |
| 4 | IUSB | ISHARES TR | $15.0M | 1.99% | 324,785 | 增持 |
| 5 | MSFT | MICROSOFT CORP | $12.9M | 1.71% | 34,673 | 增持 |
| 6 | AMZN | AMAZON COM INC | $11.7M | 1.55% | 49,077 | 减持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 1.54% | 15,535 | 增持 |
| 8 | IVW | ISHARES TR | $10.8M | 1.43% | 78,327 | 增持 |
| 9 | IVE | ISHARES TR | $10.7M | 1.41% | 46,961 | 增持 |
| 10 | GOOGL | ALPHABET INC | $10.5M | 1.39% | 29,437 | 增持 |
| 11 | JPM | JPMORGAN CHASE & CO | $10.2M | 1.35% | 31,144 | 增持 |
| 12 | DYNF | BLACKROCK ETF TRUST | $9.9M | 1.32% | 146,083 | 增持 |
| 13 | IEMG | ISHARES INC | $9.8M | 1.29% | 117,934 | 增持 |
| 14 | PYLD | PIMCO ETF TR | $9.1M | 1.21% | 344,308 | 增持 |
| 15 | AVGO | BROADCOM INC | $8.9M | 1.18% | 23,485 | 减持 |
| 16 | DGRW | WISDOMTREE TR | $8.5M | 1.13% | 89,162 | 减持 |
| 17 | DUK | DUKE ENERGY CORP NEW | $7.8M | 1.04% | 61,987 | 增持 |
| 18 | FBNC | FIRST BANCORP N C | $7.6M | 1.01% | 119,089 | 减持 |
| 19 | GSUS | GOLDMAN SACHS ETF TR | $7.4M | 0.98% | 71,909 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $7.3M | 0.97% | 9,943 | 增持 |
| 21 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $7.1M | 0.95% | 190,204 | 增持 |
| 22 | TCAF | T ROWE PRICE EXCHANGE-TRADED | $7.2M | 0.95% | 174,970 | 增持 |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | $7.0M | 0.93% | 148,267 | 增持 |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $6.8M | 0.90% | 68,988 | 增持 |
| 25 | BIL | SPDR SERIES TRUST | $6.7M | 0.89% | 73,394 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR