13F 机构持仓

Genesee Capital Advisors, LLC

AUBURN NY · SEC CIK 0001652348

2026Q22026Q1 更早 9 个季度 🔒
$2.39亿2026Q1 申报市值
138持仓数
49.9%前十大占比 · 第一大 17.1%
9 / 1新建仓 / 清仓
申报市值走势$3.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHB 17.1%
FXL 7.7%
QQQ 4.9%
AAPL 4.5%
FYX 3.4%
SPYD 3.2%
SPY 2.7%
BRK/B 2.4%
RDVY 2.2%
SCHD 1.8%

2026Q1 买入最多 按季末市值估算

EWS 新建仓+$69.36万
VIOV 新建仓+$65.46万
IEZ 新建仓+$47.21万
ABBV 加仓+$47.00万
IYZ 新建仓+$32.92万

2026Q1 卖出最多 按季末市值估算

AVGO 减仓-$50.92万
IBM 减仓-$43.44万
APO 减仓-$41.73万
IYF 减仓-$38.10万
IYC 减仓-$37.99万

2026Q1 持仓明细 点表头排序 · 每页 100 行

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
IAI ISHARES TR $139.88万0.59%8,520 -414-4.6% -$6.80万 减仓
— EXXON MOBIL CORP $149.64万0.63%8,820 510.6% $8,653 加仓
SCHG SCHWAB STRATEGIC TR $152.71万0.64%52,423 860.2% $2,505 加仓
BLK BLACKROCK INC $154.43万0.65%1,606 -4-0.2% -$3,846 减仓
GS GOLDMAN SACHS GROUP INC $157.29万0.66%1,859 -4-0.2% -$3,384 减仓
ITA ISHARES TR $161.55万0.68%7,385 -629-7.8% -$13.76万 减仓
— GLOBAL X FDS $161.57万0.68%38,323 -1,639-4.1% -$6.91万 减仓
IEUR ISHARES TR $169.87万0.71%24,173 -409-1.7% -$2.87万 减仓
PIZ INVESCO EXCH TRADED FD TR II $169.94万0.71%34,317 -2,507-6.8% -$12.41万 减仓
TSLA TESLA INC $183.16万0.77%4,927 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $187.64万0.79%11,930 -164-1.4% -$2.58万 减仓
META META PLATFORMS INC $194.21万0.81%3,394 -10-0.3% -$5,722 减仓
COR CENCORA INC $195.30万0.82%6,217 -43-0.7% -$1.35万 减仓
AMD ADVANCED MICRO DEVICES INC $199.65万0.84%9,814 280.3% $5,696 加仓
IBIT ISHARES BITCOIN TRUST ETF $201.45万0.84%52,434 -312-0.6% -$1.20万 减仓
FXO FIRST TR EXCHANGE-TRADED FD $201.99万0.85%35,947 -47-0.1% -$2,641 减仓
VGK VANGUARD INTL EQUITY INDEX F $203.92万0.85%24,738 220.1% $1,813 加仓
GOOGL ALPHABET INC $209.46万0.88%7,284 -137-1.8% -$3.94万 减仓
IWB ISHARES TR $227.99万0.96%6,394 -387-5.7% -$13.80万 减仓
WMB WILLIAMS COS INC $239.70万1.00%32,935 -2,422-6.9% -$17.63万 减仓
AMZN AMAZON COM INC $239.76万1.00%11,512 3082.7% $6.41万 加仓
IFV FIRST TR EXCHANGE TRADED FD $240.55万1.01%95,191 -5,828-5.8% -$14.73万 减仓
AVGO BROADCOM INC $259.60万1.09%8,387 -1,645-16.4% -$50.92万 减仓
IDOG ALPS ETF TR $267.59万1.12%64,244 -3,798-5.6% -$15.82万 减仓
MSFT MICROSOFT CORP $268.25万1.12%7,247 610.8% $2.26万 加仓
IWM ISHARES TR $270.65万1.13%10,913 -263-2.4% -$6.52万 减仓
MTUM ISHARES TR $289.65万1.21%12,069 -174-1.4% -$4.18万 减仓
XLE SELECT SECTOR SPDR TR $305.93万1.28%49,940 -136-0.3% -$8,331 减仓
NVDA NVIDIA CORPORATION $347.89万1.46%19,948 -111-0.6% -$1.94万 减仓
SPTL SPDR SERIES TRUST $423.36万1.77%160,973 -473-0.3% -$1.24万 减仓
SCHD SCHWAB STRATEGIC TR $425.68万1.78%138,750 2,0471.5% $6.28万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $529.60万2.22%77,562 -587-0.8% -$4.01万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $580.55万2.43%12,115 -251-2.0% -$12.03万 减仓
SPY STATE STR SPDR S&P 500 ETF T $650.16万2.72%9,997 -167-1.6% -$10.86万 减仓
SPYD SPDR SERIES TRUST $756.95万3.17%166,290 -123-0.1% -$5,599 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $807.74万3.38%67,676 -539-0.8% -$6.43万 减仓
AAPL APPLE INC $1,083.99万4.54%42,712 -118-0.3% -$2.99万 减仓
QQQ INVESCO QQQ TR $1,158.70万4.86%20,075 -219-1.1% -$12.64万 减仓
FXL FIRST TR EXCHANGE-TRADED FD $1,830.40万7.67%115,214 -1,119-1.0% -$17.78万 减仓
SCHB SCHWAB STRATEGIC TR $4,090.11万17.14%1,629,524 -9,223-0.6% -$23.15万 减仓