FOUNDERS GROVE WEALTH PARTNERS, LLC
CIK 2046157 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $500.9M
- 持仓
- 184
- 截至
- 2026年6月30日
按 13F 价值排名第 3767（共 9443） · 前 39.9%
投资组合价值同比（季度）：+13.9% 13F不披露现金
- 前十大持仓权重
- 39.22%
- 前二十五大持仓权重
- 64.16%
- 持仓高于 1%
- 26
- 有效持仓数量
- 42.5
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.65% 估计买入 $70740132 · 卖出 $17152056
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 90.6% 仍持有
- 新仓位
- 33
- 增加
- 72
- 减少
- 72
- 已结清
- 11
本页内容
行业细分
Technology
7.4%
Healthcare
4.9%
Communication Services
1.4%
Industrials
1.3%
Financials
1.0%
Retail
0.8%
Consumer Discretionary
0.6%
Financial Services
0.5%
Consumer Staples
0.4%
Energy
0.3%
Consumer products
0.2%
Materials
0.2%
Utilities
0.2%
Communications
0.1%
Logistics & Transportation
0.1%
其他/未映射
80.6%
完整投资组合 184 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VEA | $37548892 | 7.50% | 527002 | $2555381 | 下跌 ×4 | ||
| BIL | $25758125 | 5.14% | 281079 | $1757771 | 上涨 ×3 | ||
| VUG | $22985018 | 4.59% | 266833 | $3704179 | 上涨 ×2 | ||
| VGT | $21502485 | 4.29% | 179907 | $3674344 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $18431016 | 3.68% | 15366 | $2454171 | 下跌 ×4 | ||
| VV | $16544822 | 3.30% | 48108 | $2269654 | 上涨 ×3 | ||
| IVW | $15158230 | 3.03% | 110218 | $2408245 | 下跌 ×5 | ||
| VUSB | $14310954 | 2.86% | 287484 | $1190017 | 上涨 ×6 | ||
| XLK XLK | $13371529 | 2.67% | 70184 | $3683334 | 下跌 ×2 | ||
| BINC | $10815381 | 2.16% | 206637 | $812832 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $10761877 | 2.15% | 37192 | $2157888 | 上涨 ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $10732295 | 2.14% | 181965 | $633719 | 上涨 ×3 | ||
| VOO | $9972563 | 1.99% | 14520 | $1236311 | 下跌 ×4 | ||
| VTV | $9702290 | 1.94% | 44520 | $1131251 | 上涨 ×3 | ||
| AGG | $9164063 | 1.83% | 92585 | $-2736623 | 下跌 ×1 | ||
| VWO | $9080461 | 1.81% | 152127 | $615907 | 下跌 ×1 | ||
| VIS | $8341355 | 1.67% | 23146 | $902401 | 下跌 ×1 | ||
| VFH | $8199482 | 1.64% | 62306 | $1061412 | 上涨 ×2 | ||
| VCR | $8078152 | 1.61% | 20368 | $635101 | 下跌 ×1 | ||
| VHT | $7987397 | 1.59% | 26713 | $601587 | 下跌 ×1 | ||
| VYM | $7501842 | 1.50% | 47471 | $213100 | 下跌 ×5 | ||
| IJH | $6782287 | 1.35% | 87956 | $814188 | 下跌 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $6405126 | 1.28% | 17171 | $174054 | 上涨 ×5 | ||
| VO | $6269197 | 1.25% | 77811 | $793547 | 上涨 ×3 | ||
| IVE | $5968161 | 1.19% | 26285 | $319638 | 下跌 ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $5885294 | 1.18% | 29413 | $1461259 | 上涨 ×1 | ||
| VOX | $4910729 | 0.98% | 26696 | $-44762 | 下跌 ×1 | ||
| SDY | $4723645 | 0.94% | 31040 | $92215 | 下跌 ×6 | ||
| EFA | $4583826 | 0.92% | 44126 | $69111 | 下跌 ×4 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $4159362 | 0.83% | 79362 | $-61153 | 下跌 ×1 | ||
| VOT | $3775148 | 0.75% | 12325 | $703933 | 上涨 ×3 | ||
| VOE | $3737406 | 0.75% | 18914 | $278839 | 上涨 ×3 | ||
| PEY Invesco High Yield Equity Dividend Achievers ETF | $3684044 | 0.74% | 158932 | $149878 | 下跌 ×6 | ||
| VB | $3510066 | 0.70% | 11580 | $474468 | 下跌 ×2 | ||
| FDL | $3417684 | 0.68% | 70236 | $-242456 | 下跌 ×6 | ||
| IJK | $3308682 | 0.66% | 28159 | $467173 | 下跌 ×5 | ||
| BND Vanguard Total Bond Market ETF | $3303670 | 0.66% | 45003 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $3299955 | 0.66% | 9234 | $816012 | 上涨 ×5 | ||
| VDC | $3254893 | 0.65% | 14435 | $-192284 | 下跌 ×1 | ||
| DON | $3246622 | 0.65% | 57442 | $213856 | 下跌 ×6 | ||
| AIVL | $3063489 | 0.61% | 23362 | $345130 | 下跌 ×6 | ||
| IEMG | $2905613 | 0.58% | 35075 | $457527 | 下跌 ×4 | ||
| VDE | $2723508 | 0.54% | 18141 | $-915177 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2599095 | 0.52% | 7356 | $1083900 | 上涨 ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $2487008 | 0.50% | 5913 | $335691 | 上涨 ×6 | ||
| SPY SPY | $2480898 | 0.50% | 3322 | $319748 | 下跌 ×4 | ||
| IJR | $2460611 | 0.49% | 16591 | $359772 | 下跌 ×5 | ||
| DES | $2437830 | 0.49% | 59927 | $280388 | 下跌 ×2 | ||
| IJJ | $2271201 | 0.45% | 15374 | $146563 | 下跌 ×3 | ||
| IWM | $2203200 | 0.44% | 7333 | $339976 | 下跌 ×5 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2202738 | 0.44% | 9242 | $316020 | 上涨 ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $2157708 | 0.43% | 5712 | $1004164 | 上涨 ×5 | ||
| XLY XLY | $2128260 | 0.42% | 18147 | $100270 | 下跌 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $2114808 | 0.42% | 8327 | $118467 | 上涨 ×1 | ||
| SMMU | $2070146 | 0.41% | 40993 | $457260 | 上涨 ×3 | ||
| IVV | $2044470 | 0.41% | 2730 | $259900 | 下跌 ×1 | ||
| IXG | $1967055 | 0.39% | 15799 | $107601 | 下跌 ×4 | ||
| JMST | $1923669 | 0.38% | 37719 | $467068 | 上涨 ×3 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $1921702 | 0.38% | 23404 | $-126777 | 下跌 ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $1893517 | 0.38% | 6019 | $650807 | 上涨 ×1 | ||
| XLF XLF | $1800170 | 0.36% | 33579 | $132896 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1765945 | 0.35% | 5395 | $770802 | 上涨 ×5 | ||
| VBK | $1678563 | 0.34% | 4590 | $242271 | 下跌 ×1 | ||
| SUB | $1645600 | 0.33% | 15456 | $-50200 | 下跌 ×5 | ||
| SLYV | $1633486 | 0.33% | 14971 | $209111 | 下跌 ×1 | ||
| XLI XLI | $1605032 | 0.32% | 8665 | $211554 | 上涨 ×1 | ||
| VNQ | $1604595 | 0.32% | 16640 | $84277 | 下跌 ×1 | ||
| VBR | $1585267 | 0.32% | 6524 | $178573 | 上涨 ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1564997 | 0.31% | 3277 | $520731 | 上涨 ×4 | ||
| EEM | $1563776 | 0.31% | 22859 | $226208 | 下跌 ×5 | ||
| VPU | $1530804 | 0.31% | 7821 | $-84433 | 下跌 ×1 | ||
| VAW | $1478212 | 0.30% | 6461 | $-64015 | 下跌 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $1475240 | 0.29% | 5770 | $73135 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $1426702 | 0.28% | 1236 | $1153052 | 上涨 ×1 | ||
| BRKB | $1378574 | 0.28% | 2755 | $412507 | 上涨 ×1 | ||
| MUB | $1324479 | 0.26% | 12307 | $231240 | 上涨 ×3 | ||
| 未知发行人 (CUSIP: 30233Q108) | $1305061 | 0.26% | 9546 | 上涨 ×1 | |||
| SHV iShares 0-1 Year Treasury Bond ETF | $1301137 | 0.26% | 11791 | $128243 | 上涨 ×1 | ||
| IJT iShares S&P SmallCap 600 Growth ETF | $1282348 | 0.26% | 7180 | $201364 | 下跌 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $1225687 | 0.24% | 8358 | $95808 | 上涨 ×2 | ||
| V Visa Inc. | $1165820 | 0.23% | 3398 | $154525 | 上涨 ×4 | ||
| XLV XLV | $1103004 | 0.22% | 6952 | $3722 | 下跌 ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1063065 | 0.21% | 1830 | $814270 | 上涨 ×2 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $992687 | 0.20% | 8452 | $-586591 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $989837 | 0.20% | 7089 | $717599 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $931682 | 0.19% | 1654 | $324652 | 上涨 ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $850572 | 0.17% | 10466 | $248104 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $848061 | 0.17% | 2405 | $69046 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $817351 | 0.16% | 4518 | $100106 | 上涨 ×3 | ||
| CAT Caterpillar, Inc. Common Stock | $777377 | 0.16% | 730 | $277913 | 上涨 ×3 | ||
| BRKA | $748850 | 0.15% | 1 | $30710 | |||
| BAC Bank of America Corporation Common Stock | $744558 | 0.15% | 13067 | $127773 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $739570 | 0.15% | 2939 | $135165 | 上涨 ×5 | ||
| SPTI | $731355 | 0.15% | 25761 | ||||
| XLC XLC | $709036 | 0.14% | 6618 | $-59165 | 下跌 ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $706251 | 0.14% | 355 | $226790 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $706170 | 0.14% | 6012 | $249708 | 上涨 ×1 | ||
| IJS | $698435 | 0.14% | 5110 | $47315 | 下跌 ×3 | ||
| LQD | $690740 | 0.14% | 6333 | $23612 | 上涨 ×1 | ||
| ELV Elevance Health, Inc. Common Stock | $665949 | 0.13% | 1722 | $188474 | 上涨 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| BIL | $25758125 | 5.14% | 上涨 ×3 |
| VV | $16544822 | 3.30% | 上涨 ×3 |
| VUSB | $14310954 | 2.86% | 上涨 ×6 |
| BINC | $10815381 | 2.16% | 上涨 ×3 |
| VGIT | $10732295 | 2.14% | 上涨 ×3 |
| VTV | $9702290 | 1.94% | 上涨 ×3 |
| MSFT | $6405126 | 1.28% | 上涨 ×5 |
| VO | $6269197 | 1.25% | 上涨 ×3 |
| VOT | $3775148 | 0.75% | 上涨 ×3 |
| VOE | $3737406 | 0.75% | 上涨 ×3 |
| GOOGL | $3299955 | 0.66% | 上涨 ×5 |
| GOOG | $2599095 | 0.52% | 上涨 ×5 |
| TSLA | $2487008 | 0.50% | 上涨 ×6 |
| AMZN | $2202738 | 0.44% | 上涨 ×6 |
| AVGO | $2157708 | 0.43% | 上涨 ×5 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| BND | $3303670 | 45003 | 0.66% |
| 未知发行人 (CUSIP: 30233Q108) | $1305061 | 9546 | 0.26% |
| SPTI | $731355 | 25761 | 0.15% |
| ADBE | $549659 | 2681 | 0.11% |
| TWLO | $499525 | 2421 | 0.10% |
| CRM | $451024 | 2879 | 0.09% |
| ITW | $382445 | 1414 | 0.08% |
| FAST | $310610 | 6467 | 0.06% |
| KLAC | $307141 | 1018 | 0.06% |
| VCSH | $306004 | 3872 | 0.06% |
| INTU | $300672 | 1152 | 0.06% |
| SNDK | $291037 | 128 | 0.06% |
| WFC | $278993 | 3376 | 0.06% |
| DOCU | $276781 | 6231 | 0.06% |
| MRVL | $252015 | 846 | 0.05% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| XOM | 2026年6月30日 | 9722 | $1649519 | 21.7% |
| XLE | 2025年6月30日 | 5636 | $526684 | 不再跟踪 |
| HON | 2026年6月30日 | 1743 | $393970 | -1.9% |
| T | 2026年6月30日 | 12792 | $370834 | 22.6% |
| SPTI | 2025年12月31日 | 10871 | $314172 | 不再跟踪 |
| PLTR | 2026年6月30日 | 1708 | $249846 | 48.3% |
| AZN | 2026年3月31日 | 2714 | $249498 | -16.1% |
| SHEL | 2026年6月30日 | 2643 | $245799 | 20.9% |
| PFE | 2026年6月30日 | 8493 | $238481 | 16.5% |
| FDX | 2025年3月31日 | 836 | $235192 | 35.1% |
| GLTR | 2025年12月31日 | 1413 | $233781 | 不再跟踪 |
| COR | 2026年3月31日 | 684 | $231021 | 0.9% |
| VIOO | 2025年6月30日 | 2364 | $228150 | 不再跟踪 |
| CYBR | 2026年3月31日 | 510 | $227491 | 不再跟踪 |
| SGOV | 2025年12月31日 | 2236 | $225176 | 0.2% |
| IBM | 2026年3月31日 | 758 | $224527 | -3.6% |
| NEE | 2025年6月30日 | 3153 | $223516 | 22.4% |
| GLD | 2026年3月31日 | 561 | $222330 | 不再跟踪 |
| SYY | 2025年12月31日 | 2698 | $222153 | 14.1% |
| ECL | 2025年12月31日 | 803 | $219910 | 7.0% |
| BKNG | 2026年3月31日 | 41 | $219569 | 22.9% |
| TXN | 2025年12月31日 | 1179 | $216618 | 52.8% |
| CVX | 2026年6月30日 | 1019 | $210831 | 24.6% |
| IBM | 2025年9月30日 | 714 | $210473 | -17.2% |
| D | 2026年3月31日 | 3571 | $209225 | 9.3% |
| VZ | 2026年6月30日 | 4138 | $207728 | 16.8% |
| GLTR | 2026年6月30日 | 925 | $202316 | 不再跟踪 |
| D | 2025年6月30日 | 3590 | $201291 | 19.5% |
| DVY | 2025年6月30日 | 1497 | $201032 | |
| SYK | 2025年9月30日 | 508 | $200980 | -10.6% |
| LIN | 2026年6月30日 | 405 | $200783 | -6.0% |
| CP | 2025年9月30日 | 2531 | $200632 | 28.3% |
| UNH | 2025年6月30日 | 382 | $200073 | 24.2% |
| ECL | 2026年6月30日 | 752 | $200047 | 0.8% |