Genesis Wealth Advisors, LLC
BRAINTREE MA · SEC CIK 0001637241
$1.67亿2026Q2 申报市值
72持仓数
67.9%前十大占比 · 第一大 16.5%
11 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VIGI 新建仓+$751.43万
SPY 加仓+$87.67万
BND 加仓+$76.10万
VBIL 新建仓+$48.20万
SGOV 新建仓+$47.75万
2026Q2 卖出最多 按季末市值估算
IQLT 减仓-$778.58万
GLDM 减仓-$51.22万
EBC 清仓-$41.53万
VXUS 减仓-$39.12万
VZ 清仓-$26.33万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -21,234 | -100.0% | -$41.53万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,245 | -100.0% | -$26.33万 | 清仓 |
| ACIC | AMERICAN COASTAL INS CORP | $0 | 0.00% | 0 | -10,046 | -100.0% | -$11.30万 | 清仓 |
| POWW | OUTDOOR HOLDING CO | $2.64万 | 0.02% | 11,594 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $8.93万 | 0.05% | 12,816 | 2,480 | 24.0% | $1.73万 | 加仓 |
| IYR | ISHARES TR | $20.05万 | 0.12% | 1,961 | 1,961 | — | $20.05万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.20万 | 0.12% | 617 | 617 | — | $20.20万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $20.32万 | 0.12% | 2,170 | 2,170 | — | $20.32万 | 新建仓 |
| IEF | ISHARES TR | $20.43万 | 0.12% | 2,160 | -193 | -8.2% | -$1.83万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $20.93万 | 0.13% | 5,222 | 5,222 | — | $20.93万 | 新建仓 |
| IDXX | IDEXX LABS INC | $21.06万 | 0.13% | 400 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.76万 | 0.13% | 2,753 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.45万 | 0.13% | 240 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $23.78万 | 0.14% | 10,710 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $24.09万 | 0.14% | 4,320 | 4,320 | — | $24.09万 | 新建仓 |
| UNP | UNION PAC CORP | $24.56万 | 0.15% | 903 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $26.79万 | 0.16% | 2,228 | -44 | -1.9% | -$5,290 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $27.93万 | 0.17% | 10,766 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $28.57万 | 0.17% | 5,373 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $30.71万 | 0.18% | 1,535 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $31.09万 | 0.19% | 880 | -145 | -14.1% | -$5.12万 | 减仓 |
| GEV | GE VERNOVA INC | $31.25万 | 0.19% | 266 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $32.09万 | 0.19% | 5,940 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $32.54万 | 0.19% | 3,928 | -79 | -2.0% | -$6,544 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.85万 | 0.21% | 600 | 600 | — | $34.85万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $35.94万 | 0.21% | 5,570 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $36.15万 | 0.22% | 3,078 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $36.73万 | 0.22% | 7,959 | -741 | -8.5% | -$3.42万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $38.45万 | 0.23% | 2,450 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $39.43万 | 0.24% | 7,838 | 7,838 | — | $39.43万 | 新建仓 |
| GE | GE AEROSPACE | $39.91万 | 0.24% | 1,068 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $40.63万 | 0.24% | 37,279 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $43.03万 | 0.26% | 3,349 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $44.80万 | 0.27% | 1,491 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $46.21万 | 0.28% | 4,605 | 4,605 | — | $46.21万 | 新建仓 |
| IGSB | ISHARES TR | $47.48万 | 0.28% | 9,059 | -20 | -0.2% | -$1,048 | 减仓 |
| SGOV | ISHARES TR | $47.75万 | 0.29% | 4,743 | 4,743 | — | $47.75万 | 新建仓 |
| IAU | ISHARES GOLD TR | $47.77万 | 0.29% | 6,326 | 0 | 0.0% | — | 不变 |
| SYLD | CAMBRIA ETF TR | $48.07万 | 0.29% | 6,078 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $48.20万 | 0.29% | 6,369 | 6,369 | — | $48.20万 | 新建仓 |
| IQLT | ISHARES TR | $49.28万 | 0.29% | 9,946 | -157,125 | -94.0% | -$778.58万 | 减仓 |
| MSFT | MICROSOFT CORP | $51.73万 | 0.31% | 1,387 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $53.51万 | 0.32% | 950 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $55.76万 | 0.33% | 5,633 | -618 | -9.9% | -$6.12万 | 减仓 |
| ACWI | ISHARES TR | $55.80万 | 0.33% | 3,555 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $56.69万 | 0.34% | 806 | -40 | -4.7% | -$2.81万 | 减仓 |
| ITOT | ISHARES TR | $58.55万 | 0.35% | 3,564 | -275 | -7.2% | -$4.52万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $60.09万 | 0.36% | 32,350 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $65.10万 | 0.39% | 2,967 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $65.77万 | 0.39% | 2,713 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $66.96万 | 0.40% | 4,869 | -108 | -2.2% | -$1.49万 | 减仓 |
| GOOGL | ALPHABET INC | $67.19万 | 0.40% | 1,880 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $74.07万 | 0.44% | 7,669 | -365 | -4.5% | -$3.53万 | 减仓 |
| AMZN | AMAZON COM INC | $80.37万 | 0.48% | 3,372 | 840 | 33.2% | $20.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $118.87万 | 0.71% | 1,614 | -20 | -1.2% | -$1.47万 | 减仓 |
| EFA | ISHARES TR | $178.40万 | 1.07% | 17,174 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $195.54万 | 1.17% | 5,308 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $198.96万 | 1.19% | 101,899 | 944 | 0.9% | $1.84万 | 加仓 |
| GLDM | WORLD GOLD TR | $212.19万 | 1.27% | 26,718 | -6,449 | -19.4% | -$51.22万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $233.61万 | 1.40% | 114,713 | 3,236 | 2.9% | $6.59万 | 加仓 |
| AAPL | APPLE INC | $241.84万 | 1.45% | 8,358 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $416.00万 | 2.49% | 16,380 | -250 | -1.5% | -$6.35万 | 减仓 |
| EBND | SPDR SERIES TRUST | $442.79万 | 2.65% | 211,659 | 10,002 | 5.0% | $20.92万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $492.49万 | 2.94% | 98,047 | 8,305 | 9.3% | $41.72万 | 加仓 |
| MBB | ISHARES TR | $604.31万 | 3.61% | 63,935 | 4,768 | 8.1% | $45.07万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $695.30万 | 4.16% | 116,486 | -683 | -0.6% | -$4.08万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $751.43万 | 4.49% | 80,470 | 80,470 | — | $751.43万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $769.95万 | 4.60% | 392,529 | 20,191 | 5.4% | $39.60万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $816.63万 | 4.88% | 111,242 | 10,366 | 10.3% | $76.10万 | 加仓 |
| EUSA | ISHARES INC | $895.09万 | 5.35% | 78,386 | 1,759 | 2.3% | $20.09万 | 加仓 |
| IVV | ISHARES TR | $1,000.14万 | 5.98% | 13,355 | 47 | 0.4% | $3.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,032.46万 | 6.17% | 151,810 | 1,881 | 1.3% | $12.79万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $1,038.70万 | 6.21% | 60,996 | 1,597 | 2.7% | $27.20万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,596.82万 | 9.55% | 186,785 | -4,576 | -2.4% | -$39.12万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,767.68万 | 16.55% | 37,062 | 1,174 | 3.3% | $87.67万 | 加仓 |