Genesis Wealth Advisors, LLC
BRAINTREE MA · SEC CIK 0001637241
$1.50亿2026Q1 申报市值
64持仓数
67.4%前十大占比 · 第一大 15.6%
2 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$88.25万
VXUS 加仓+$62.99万
BSCR 加仓+$41.48万
DYNF 加仓+$41.46万
BND 加仓+$37.37万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$18.29万
MDY 减仓-$5.24万
QQQ 减仓-$1.44万
AGG 减仓-$5,658
VT 减仓-$3,458
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,333.94万 | 15.58% | 35,888 | 1,357 | 3.9% | $88.25万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,475.58万 | 9.85% | 191,361 | 8,169 | 4.5% | $62.99万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $886.43万 | 5.92% | 59,399 | 2,369 | 4.2% | $35.35万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $872.29万 | 5.82% | 149,929 | 7,126 | 5.0% | $41.46万 | 加仓 |
| IVV | ISHARES TR | $869.29万 | 5.80% | 13,308 | -280 | -2.1% | -$18.29万 | 减仓 |
| EUSA | ISHARES INC | $779.84万 | 5.20% | 76,627 | 3,557 | 4.9% | $36.20万 | 加仓 |
| IQLT | ISHARES TR | $772.37万 | 5.16% | 167,071 | 6,942 | 4.3% | $32.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $742.85万 | 4.96% | 100,876 | 5,074 | 5.3% | $37.37万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $730.71万 | 4.88% | 372,338 | 21,134 | 6.0% | $41.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $633.30万 | 4.23% | 117,169 | 5,155 | 4.6% | $27.86万 | 加仓 |
| MBB | ISHARES TR | $561.79万 | 3.75% | 59,167 | 2,967 | 5.3% | $28.17万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $448.26万 | 2.99% | 89,742 | 5,830 | 6.9% | $29.12万 | 加仓 |
| EBND | SPDR SERIES TRUST | $416.22万 | 2.78% | 201,657 | 11,749 | 6.2% | $24.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $406.50万 | 2.71% | 16,630 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $307.42万 | 2.05% | 33,167 | 826 | 2.6% | $7.66万 | 加仓 |
| GLD | SPDR GOLD TR | $228.40万 | 1.52% | 5,308 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $227.67万 | 1.52% | 111,477 | 1,843 | 1.7% | $3.76万 | 加仓 |
| AAPL | APPLE INC | $212.11万 | 1.42% | 8,358 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $197.17万 | 1.32% | 100,955 | 1,122 | 1.1% | $2.19万 | 加仓 |
| EFA | ISHARES TR | $166.81万 | 1.11% | 17,174 | -20 | -0.1% | -$1,943 | 减仓 |
| QQQ | INVESCO QQQ TR | $94.33万 | 0.63% | 1,634 | -25 | -1.5% | -$1.44万 | 减仓 |
| IEFA | ISHARES TR | $72.73万 | 0.49% | 8,034 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $62.05万 | 0.41% | 6,251 | -57 | -0.9% | -$5,658 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $60.37万 | 0.40% | 32,350 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $57.97万 | 0.39% | 2,713 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $56.91万 | 0.38% | 2,967 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $56.29万 | 0.38% | 4,977 | -25 | -0.5% | -$2,828 | 减仓 |
| IAU | ISHARES GOLD TR | $55.77万 | 0.37% | 6,326 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $54.68万 | 0.36% | 3,839 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $54.35万 | 0.36% | 950 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.06万 | 0.36% | 1,880 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.73万 | 0.35% | 2,532 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $52.18万 | 0.35% | 846 | -85 | -9.1% | -$5.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $51.34万 | 0.34% | 1,387 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $49.19万 | 0.33% | 3,555 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $47.72万 | 0.32% | 9,079 | -30 | -0.3% | -$1,577 | 减仓 |
| SYLD | CAMBRIA ETF TR | $45.83万 | 0.31% | 6,078 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $41.53万 | 0.28% | 21,234 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $40.29万 | 0.27% | 3,349 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $40.19万 | 0.27% | 8,700 | 167 | 2.0% | $7,714 | 加仓 |
| AGNC | AGNC INVT CORP | $37.39万 | 0.25% | 37,279 | 119 | 0.3% | $1,194 | 加仓 |
| IWM | ISHARES TR | $36.98万 | 0.25% | 1,491 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $36.51万 | 0.24% | 3,078 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $33.89万 | 0.23% | 2,450 | -25 | -1.0% | -$3,458 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $32.53万 | 0.22% | 10,766 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $30.53万 | 0.20% | 5,570 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $30.31万 | 0.20% | 1,068 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $29.40万 | 0.20% | 1,025 | 1,025 | — | $29.40万 | 新建仓 |
| IGIB | ISHARES TR | $28.60万 | 0.19% | 5,373 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $28.23万 | 0.19% | 5,940 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $27.95万 | 0.19% | 4,007 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $27.15万 | 0.18% | 2,272 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $26.77万 | 0.18% | 1,535 | 150 | 10.8% | $2.62万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $26.33万 | 0.18% | 5,245 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $23.91万 | 0.16% | 240 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $23.83万 | 0.16% | 10,710 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.22万 | 0.15% | 266 | 266 | — | $23.22万 | 新建仓 |
| IDXX | IDEXX LABS INC | $22.48万 | 0.15% | 400 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $22.46万 | 0.15% | 2,353 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $21.91万 | 0.15% | 903 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $21.82万 | 0.15% | 2,753 | 0 | 0.0% | — | 不变 |
| ACIC | AMERICAN COASTAL INS CORP | $11.30万 | 0.08% | 10,046 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $7.27万 | 0.05% | 10,336 | 336 | 3.4% | $2,362 | 加仓 |
| POWW | OUTDOOR HOLDING CO | $2.33万 | 0.02% | 11,594 | 0 | 0.0% | — | 不变 |