Founders Capital Management
- SEC CIK
- 0001704300
- 最新申報
- 2026/7/21
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/21 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 390
- 較 2025 年第 4 季 −17
- 總值
- $2.05 億
- 較 2025 年第 4 季 +$1,225 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 27,920 | $1,611 萬 | 7.9% | −2,589−8.5% | 減碼 | – |
| GLWCorning Inc | COM | 106,549 | $1,449 萬 | 7.1% | −37,480−26.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,471 | $1,202 萬 | 5.9% | +5,011+18.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 46,292 | $1,132 萬 | 5.5% | −765−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 59,025 | $1,001 萬 | 4.9% | +297+0.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 39,073 | $991.6 萬 | 4.8% | +462+1.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 51,188 | $987.4 萬 | 4.8% | −2,547−4.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 32,830 | $965.7 萬 | 4.7% | −644−1.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 14,977 | $905.2 萬 | 4.4% | +277+1.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 86,655 | $848.4 萬 | 4.1% | −984−1.1% | 減碼 | – |
| CVXChevron Corp | Stock | 37,364 | $773.1 萬 | 3.8% | −34−0.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,481 | $681.6 萬 | 3.3% | −86−0.8% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 22,165 | $635.8 萬 | 3.1% | −17−0.1% | 減碼 | 歷史 |
| PAGPPlains GP Holdings LP | LTD PARTNR INT A | 255,424 | $620.2 萬 | 3.0% | +157,091+159.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 16,798 | $574.1 萬 | 2.8% | −146−0.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 24,695 | $537.1 萬 | 2.6% | −76−0.3% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 139,010 | $450.8 萬 | 2.2% | +67,519+94.4% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 36,752 | $442.1 萬 | 2.2% | +776+2.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,808 | $343.0 萬 | 1.7% | −53−0.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 24,889 | $326.1 萬 | 1.6% | +609+2.5% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,713 | $321.5 萬 | 1.6% | +20+0.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,484 | $263.7 萬 | 1.3% | −50−0.6% | 減碼 | 歷史 |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 31,968 | $206.6 萬 | 1.0% | +1,151+3.7% | 加碼 | 歷史 |
| Bitwise Crypto Industry Innovators ETF09175C103 | ETF | 98,803 | $186.3 萬 | 0.9% | +6,643+7.2% | 加碼 | – |
| SLBSLB Limited | Stock | 31,797 | $163.4 萬 | 0.8% | −7,277−18.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 6,247 | $151.9 萬 | 0.7% | −318−4.8% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 31,603 | $119.6 萬 | 0.6% | −249−0.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,694 | $97.8 萬 | 0.5% | +988+26.7% | 加碼 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 19,604 | $87.4 萬 | 0.4% | +3,428+21.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,760 | $81.5 萬 | 0.4% | +62+3.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,948 | $78.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 8,563 | $65.1 萬 | 0.3% | −200−2.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,630 | $65.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 2,627 | $62.1 萬 | 0.3% | +761+40.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,331 | $51.7 萬 | 0.3% | −259−7.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,048 | $50.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,462 | $47.3 萬 | 0.2% | +10.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,620 | $46.6 萬 | 0.2% | +35+2.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 458 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,350 | $44.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,971 | $38.3 萬 | 0.2% | −1,166−37.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 798 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 2,443 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 12,564 | $35.3 萬 | 0.2% | +312+2.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,121 | $34.7 萬 | 0.2% | +79+7.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,582 | $33.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,127 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| OKEONEOK Inc | COM | 3,369 | $30.5 萬 | 0.1% | −75−2.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 590 | $29.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,201 | $29.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,813 | $26.9 萬 | 0.1% | +4+0.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 302 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSAPublic Storage | COM | 850 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDCWestern Digital Corp | COM | 850 | $23.0 萬 | 0.1% | −400−32.0% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,007 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 557 | $20.7 萬 | 0.1% | +25+4.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 600 | $20.3 萬 | 0.1% | −200−25.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,095 | $19.1 萬 | 0.1% | +55+5.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 600 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 2,000 | $15.9 萬 | 0.1% | −500−20.0% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,562 | $15.7 萬 | 0.1% | +3+0.1% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 360 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 550 | $14.9 萬 | 0.1% | −53−8.8% | 減碼 | 歷史 |
| SCIService Corp International | COM | 1,800 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SNDKSandisk Corp | COM | 230 | $14.6 萬 | 0.1% | −120−34.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,813 | $14.4 萬 | 0.1% | −2,884−61.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 409 | $14.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 324 | $14.2 萬 | 0.1% | 00.0% | 不變 | – |
| PLABPhotronics Inc | COM | 3,500 | $14.1 萬 | 0.1% | −500−12.5% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 395 | $14.1 萬 | 0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 410 | $14.1 萬 | 0.1% | −45−9.9% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 607 | $12.8 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 180 | $12.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NWPXNWPX Infrastructure, Inc. | COM | 1,600 | $12.5 萬 | 0.1% | −200−11.1% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,270 | $12.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 2,222 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 1,250 | $12.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARAntero Resources Corp | COM | 2,800 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHRDChord Energy Corp | COM NEW | 815 | $11.6 萬 | 0.1% | −960−54.1% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,126 | $11.3 萬 | 0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 5,805 | $11.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLPCPreformed Line Products Co | COM | 400 | $10.8 萬 | 0.1% | −180−31.0% | 減碼 | 歷史 |
| AXTIAxt Inc | COM | 1,900 | $10.8 萬 | 0.1% | −1,600−45.7% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 409 | $10.7 萬 | 0.1% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 806 | $10.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 5,000 | $10.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,326 | $10.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CCitigroup Inc | Stock | 900 | $10.2 萬 | <0.1% | −100−10.0% | 減碼 | 歷史 |
| DACDanaos Corp | SHS | 900 | $10.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 177 | $10.1 萬 | <0.1% | +6+3.5% | 加碼 | 歷史 |
| EGYVaalco Energy Inc | COM NEW | 15,000 | $9.51 萬 | <0.1% | +1,000+7.1% | 加碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 843 | $9.30 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 1,245 | $9.11 萬 | <0.1% | 00.0% | 不變 | – |
| BMYBristol Myers Squibb Co | Stock | 1,500 | $9.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PPIHPerma-Pipe International Holdings, Inc. | COM | 3,000 | $8.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 490 | $8.89 萬 | <0.1% | −144−22.7% | 減碼 | – |
| FRDFriedman Industries Inc | COM | 5,000 | $8.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| REIRing Energy, Inc. | COM | 55,200 | $8.45 萬 | <0.1% | +8,000+16.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 1,731 | $8.44 萬 | <0.1% | −2,739−61.3% | 減碼 | 歷史 |
| Vanguard Admiral FDS Inc921932869 | MIDCP 400 GRTH | 673 | $8.41 萬 | <0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（43 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CADECadence Bancorporation | EQUITY US CM | 1,200 | $5.14 萬 | <0.1% | 歷史 |
| TOROToro Corp. | COM | 9,000 | $4.75 萬 | <0.1% | 歷史 |
| GNWGenworth Financial Inc | COM SHS | 3,000 | $2.71 萬 | <0.1% | 歷史 |
| PAXPatria Investments Ltd | COM CL A | 1,600 | $2.54 萬 | <0.1% | 歷史 |
| YEXTYext, Inc. | COM | 3,000 | $2.42 萬 | <0.1% | 歷史 |
| LACLithium Americas Corp. | Stock | 5,100 | $2.22 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 300 | $1.82 萬 | <0.1% | – |
| MFICMidCap Financial Investment Corp | COM NEW | 1,500 | $1.72 萬 | <0.1% | 歷史 |
| BBDCBarings BDC, Inc. | COM | 1,779 | $1.63 萬 | <0.1% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 400 | $1.57 萬 | <0.1% | 歷史 |
| FTITechnipFMC plc | COM | 300 | $1.34 萬 | <0.1% | 歷史 |
| OCSLOaktree Specialty Lending Corp | COM | 1,000 | $1.27 萬 | <0.1% | 歷史 |
| PGYPagaya Technologies Ltd. | CL A NEW | 600 | $1.25 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 1,000 | $1.25 萬 | <0.1% | 歷史 |
| IPInternational Paper Co | COM | 300 | $1.18 萬 | <0.1% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 1,400 | $1.09 萬 | <0.1% | 歷史 |
| GLSIGreenwich LifeSciences, Inc. | COM | 500 | $1.05 萬 | <0.1% | 歷史 |
| RXSTRxSight, Inc. | COM | 1,000 | $1.04 萬 | <0.1% | 歷史 |
| CAGConagra Brands Inc. | Stock | 600 | $1.04 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 200 | $1.02 萬 | <0.1% | 歷史 |
| VALValaris Ltd | CL A | 200 | $1.01 萬 | <0.1% | 歷史 |
| BZFDBuzzFeed, Inc. | CL A NEW | 10,000 | $9,301 | <0.1% | 歷史 |
| CATOCato Corp | CL A | 3,000 | $9,270 | <0.1% | 歷史 |
| PUBMPubMatic, Inc. | COM CL A | 1,000 | $8,870 | <0.1% | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 200 | $8,456 | <0.1% | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 500 | $7,470 | <0.1% | 歷史 |
| INCRIntercure Ltd. | Common Stock | 7,000 | $6,370 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 101 | $6,097 | <0.1% | 歷史 |
| SPDR Series Trust78468R549 | SP O&G EQP SERV | 33 | $2,705 | <0.1% | – |
| LEUCentrus Energy Corp | Stock | 10 | $2,428 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 25 | $2,402 | <0.1% | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 20 | $2,016 | <0.1% | 歷史 |
| BGSFBGSF, Inc. | COM | 375 | $1,736 | <0.1% | 歷史 |
| RELYRemitly Global, Inc. | COM | 125 | $1,725 | <0.1% | 歷史 |
| ALRMAlarm.com Holdings, Inc. | COM | 25 | $1,276 | <0.1% | 歷史 |
| APLDApplied Digital Corp. | COM NEW | 50 | $1,226 | <0.1% | 歷史 |
| XPROExpro Ltd | COM | 50 | $668 | <0.1% | 歷史 |
| PSFEPaysafe Ltd | SHS | 80 | $647 | <0.1% | 歷史 |
| VGASVerde Clean Fuels, Inc. | CLASS A COM | 250 | $515 | <0.1% | 歷史 |
| FOAFinance of America Companies Inc. | CL A NEW | 20 | $484 | <0.1% | 歷史 |
| FLYFirefly Aerospace Inc. | COM | 15 | $336 | <0.1% | 歷史 |
| MPTIM-tron Industries, Inc. | COM | 5 | $266 | <0.1% | 歷史 |
| DFINDonnelley Financial Solutions, Inc. | COM | 2 | $93 | <0.1% | 歷史 |