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
SSO PROSHARES TR $32.47万0.14%6,258 1,78139.8% $9.24万 加仓
BND VANGUARD BD INDEX FDS $32.43万0.14%4,404 240.5% $1,767 加仓
SUN SUNOCO LP/SUNOCO FIN CORP $32.21万0.13%4,958 -517-9.4% -$3.36万 减仓
CII BLACKROCK ENHANCED LARGE CAP $31.03万0.13%14,760 7025.0% $1.48万 加仓
WM WASTE MGMT INC DEL $30.42万0.13%1,324 60.5% $1,378 加仓
IYW ISHARES TR $30.28万0.13%1,669 -1-0.1% -$181 减仓
MA MASTERCARD INCORPORATED $30.03万0.13%601 -12-2.0% -$5,996 减仓
IVW ISHARES TR $29.96万0.13%2,649 20.1% $226 加仓
USHY ISHARES TR $29.81万0.12%8,091 -119-1.4% -$4,384 减仓
ASTS AST SPACEMOBILE INC $29.63万0.12%3,575 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $28.84万0.12%2,407 2,407— $28.84万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $28.77万0.12%4,744 -32-0.7% -$1,941 减仓
FDN FIRST TR EXCHANGE-TRADED FD $27.50万0.12%1,175 00.0% — 不变
IDV ISHARES TR $27.48万0.12%6,458 320.5% $1,362 加仓
IVE ISHARES TR $26.39万0.11%1,250 50.4% $1,056 加仓
— INVESCO EXCHANGE TRADED FD T $26.28万0.11%2,725 -1,157-29.8% -$11.16万 减仓
TT TRANE TECHNOLOGIES PLC $25.88万0.11%621 00.0% — 不变
MHD BLACKROCK MUNIHOLDINGS FD IN $23.90万0.10%21,191 21,191— $23.90万 新建仓
LMBS FIRST TR EXCHANGE-TRADED FD $23.53万0.10%4,723 400.9% $1,992 加仓
LLY ELI LILLY & CO $23.51万0.10%256 -1-0.4% -$918 减仓
— CLEAR CHANNEL OUTDOOR HLDGS $22.85万0.10%96,429 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $22.23万0.09%4,389 260.6% $1,317 加仓
IWN ISHARES TR $22.18万0.09%1,170 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $21.38万0.09%1,232 -204-14.2% -$3.54万 减仓
MU MICRON TECHNOLOGY INC $21.27万0.09%630 630— $21.27万 新建仓
VZ VERIZON COMMUNICATIONS INC $20.91万0.09%4,165 -6,824-62.1% -$34.25万 重新持有
QQQI NEOS ETF TRUST $20.69万0.09%4,164 4,164— $20.69万 新建仓
ORCL ORACLE CORP $20.64万0.09%1,403 -11-0.8% -$1,619 减仓
VRT VERTIV HOLDINGS CO $20.08万0.08%801 801— $20.08万 新建仓
SOUN SOUNDHOUND AI INC $16.93万0.07%24,641 00.0% — 不变
OSCR OSCAR HEALTH INC $16.20万0.07%14,124 00.0% — 不变
DNP DNP SELECT INCOME FD INC $15.40万0.06%14,952 00.0% — 不变
SLS SELLAS LIFE SCIENCES GROUP I $12.69万0.05%30,000 00.0% — 不变
NMFC NEW MTN FIN CORP $12.34万0.05%15,896 5,16648.1% $4.01万 加仓
— INVESCO MUNI INCOME OPP TRST $10.95万0.05%17,830 00.0% — 不变
ONDS ONDAS INC $9.51万0.04%10,515 -5,000-32.2% -$4.52万 重新持有
BTQ BTQ TECHNOLOGIES CORP $7.13万0.03%26,696 3,35214.4% $8,950 加仓
— CANOPY GROWTH CORPORATION $3.80万0.02%40,047 00.0% — 不变
— BLACKROCK MUNI INCOME TR II $00.00%0 -23,850-100.0% -$24.90万 清仓
QTEC FIRST TR EXCHANGE-TRADED FD $00.00%0 —— — 申报中断