13FBOX
基础投资顾问 · 13F 持仓分析
期权收益计算器 机构排行

基础投资顾问

FOUNDATIONS INVESTMENT ADVISORS, LLCNo.602
最新持仓市值 (Q2 2026)
$97.15亿
环比变动 Q1 2026
+$16.44亿+20.4%
持仓股票数
1198
新买入
182
加仓
621
减仓
377
清仓
137
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
3.78%1.85%$3.67亿49.1万股$1.49亿22.9万股+26.2万股+114.55%加仓
IiShares安硕信托IVW
3.41%3.19%$3.32亿241.1万股$2.58亿227.7万股+13.4万股+5.88%加仓
IiShares安硕·S&PIVE
2.86%2.91%$2.78亿122.6万股$2.35亿111.2万股+11.4万股+10.25%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
2.4%1.69%$2.33亿36.4万股$1.37亿41.6万股-5.2万股-12.49%减仓
IiShares安硕信托IUSB
2.37%2.16%$2.30亿499.4万股$1.74亿377.7万股+121.8万股+32.24%加仓
B贝莱德ETF信托DYNF
2.08%1.94%$2.02亿297.0万股$1.57亿269.3万股+27.7万股+10.30%加仓
HHORIZON FDS ANFIELD U S EQUITY SECTOR ROTATION ETFAESR
2.01%$1.95亿938.9万股$00股+938.9万股新买入
英伟达NVDA
1.85%1.82%$1.80亿90.1万股$1.47亿84.2万股+5.9万股+6.96%加仓
SSPDR行业精选信托XLY
1.77%1.74%$1.72亿160.3万股$1.40亿126.4万股+33.8万股+26.78%加仓
苹果AAPL
1.4%1.39%$1.36亿47.0万股$1.12亿44.2万股+2.8万股+6.42%加仓
B贝莱德ETF信托CORO
1.31%1.26%$1.27亿346.5万股$1.01亿315.3万股+31.2万股+9.91%加仓
IiShares安硕信托MTUM
1.24%1.31%$1.21亿35.2万股$1.06亿44.0万股-8.8万股-20.06%减仓
B贝莱德ETF信托BAI
1.17%0.99%$1.14亿216.4万股$7,999.3万242.8万股-26.4万股-10.87%减仓
谷歌AGOOGL
1.16%0.95%$1.13亿31.6万股$7,676.0万26.7万股+4.9万股+18.21%加仓
AARK ETF TR WEB X.OARKW
1.09%0.9%$1.06亿73.1万股$7,232.9万60.0万股+13.1万股+21.90%加仓
IiShares安硕IEMG
1.07%1.42%$1.04亿126.0万股$1.15亿164.2万股-38.2万股-23.25%减仓
微软MSFT
1.04%1.1%$1.01亿27.0万股$8,895.7万24.0万股+2.9万股+12.25%加仓
VertivVRT
1.04%0.83%$1.01亿30.0万股$6,666.6万26.6万股+3.4万股+12.95%加仓
HHORIZON FDSHBTA
0.85%$8,226.0万251.6万股$00股+251.6万股新买入
SSPDR标普500 ETFSPY
0.84%1.08%$8,161.7万10.9万股$8,753.2万13.5万股-2.5万股-18.80%减仓
I景顺QQQ信托VOO
0.83%0.85%$8,109.3万11.0万股$6,886.4万11.9万股-9,191股-7.70%减仓
摩根士丹利MS
0.82%0.71%$7,918.3万37.9万股$5,757.4万35.0万股+2.9万股+8.27%加仓
礼来LLY
0.81%0.68%$7,881.0万6.6万股$5,457.9万5.9万股+6,366股+10.73%加仓
IiShares安硕信托EFG
0.8%0.32%$7,768.3万62.4万股$2,618.1万23.5万股+38.9万股+165.59%加仓
SSPDR道富系列信托BIL
0.79%1.23%$7,713.3万84.2万股$9,930.3万108.4万股-24.2万股-22.33%减仓
B贝莱德ETF信托THRO
0.79%0.83%$7,681.4万178.2万股$6,705.8万185.1万股-7.0万股-3.76%减仓
B贝莱德ETF信托IALT
0.79%$7,657.1万273.0万股$00股+273.0万股新买入
阿斯麦ASML
0.78%0.59%$7,609.0万3.8万股$4,787.7万3.6万股+2,000股+5.52%加仓
亚马逊AMZN
0.77%0.77%$7,439.4万31.2万股$6,240.1万30.0万股+1.3万股+4.18%加仓
摩根大通JPM
0.76%0.77%$7,419.6万22.7万股$6,199.4万21.1万股+1.6万股+7.55%加仓
C花旗集团C
0.76%0.87%$7,413.5万53.0万股$7,004.4万61.8万股-8.8万股-14.24%减仓
高盛GS
0.75%0.7%$7,288.3万7.2万股$5,661.4万6.7万股+5,143股+7.69%加仓
IiShares安硕信托EFV
0.73%1.81%$7,086.4万92.6万股$1.46亿196.0万股-103.4万股-52.76%减仓
DDimensional维度ETF信托DFAC
0.73%0.73%$7,063.7万159.2万股$5,892.3万151.6万股+7.6万股+5.02%加仓
BBlackrock Etf Trust Ishares Defense Industrials ActiveIDEF
0.69%0.72%$6,712.0万211.2万股$5,795.1万177.1万股+34.1万股+19.25%加仓
IiShares安硕信托GJS
0.69%0.46%$6,710.7万294.6万股$3,744.1万163.4万股+131.2万股+80.26%加仓
EETC CABANA TARGET DRAWDOWN 10 ETFTDSC
0.68%0.81%$6,573.8万236.9万股$6,514.8万250.5万股-13.6万股-5.44%减仓
IiShares安硕信托SHV
0.67%0.54%$6,485.5万58.8万股$4,349.1万39.4万股+19.4万股+49.18%加仓
V先锋领航全球基金VCR
0.66%0.01%$6,396.5万16.1万股$41.6万1,157股+16.0万股+13,839.33%加仓
V先锋领航指数基金VOO
0.64%0.63%$6,210.4万9.0万股$5,077.9万8.5万股+5,445股+6.41%加仓
RobinhoodHOOD
0.64%0.55%$6,210.1万61.9万股$4,476.5万64.6万股-2.7万股-4.13%减仓
CienaCIEN
0.64%1.23%$6,186.6万12.6万股$9,958.0万25.6万股-13.0万股-50.83%减仓
SSPDR黄金信托GLD
0.63%1.07%$6,132.8万16.6万股$8,621.0万20.0万股-3.4万股-16.91%减仓
EEXCHANGE LISTED FDS TRCLSM
0.63%0.68%$6,093.9万221.2万股$5,462.1万235.1万股-13.9万股-5.91%减仓
V先锋领航指数基金VUG
0.58%0.59%$5,676.1万65.9万股$4,745.5万10.9万股+55.0万股+506.50%加仓
DDOUBLELINE ETF TRUST DOUBLELINE OPPORTUNISTIC CORE BOND ETFDBND
0.55%0.55%$5,301.8万116.3万股$4,431.3万96.7万股+19.6万股+20.22%加仓
iShares安硕·MBSACGL
0.54%0.59%$5,285.2万55.9万股$4,752.4万50.1万股+5.9万股+11.72%加仓
IiShares黄金信托IAU
0.54%0.68%$5,217.8万69.1万股$5,515.5万62.6万股+6.5万股+10.45%加仓
IiShares安硕信托ICF
0.53%0.54%$5,161.7万76.3万股$4,337.3万70.1万股+6.2万股+8.91%加仓
DDimensional维度ETF信托DCOR
0.53%0.53%$5,123.5万62.5万股$4,281.7万59.4万股+3.1万股+5.21%加仓

🧭 机构资金流板块热力图

净流出 净流入