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
SCHB SCHWAB STRATEGIC TR $4,090.11万17.14%1,629,524 -9,223-0.6% -$23.15万 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
QQQ INVESCO QQQ TR $1,158.70万4.86%20,075 -219-1.1% -$12.64万 减仓
AAPL APPLE INC $1,083.99万4.54%42,712 -118-0.3% -$2.99万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $807.74万3.38%67,676 -539-0.8% -$6.43万 减仓
SPYD SPDR SERIES TRUST $756.95万3.17%166,290 -123-0.1% -$5,599 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
BRK/B BERKSHIRE HATHAWAY INC DEL $580.55万2.43%12,115 -251-2.0% -$12.03万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $529.60万2.22%77,562 -587-0.8% -$4.01万 减仓
SCHD SCHWAB STRATEGIC TR $425.68万1.78%138,750 2,0471.5% $6.28万 加仓
SPTL SPDR SERIES TRUST $423.36万1.77%160,973 -473-0.3% -$1.24万 减仓
NVDA NVIDIA CORPORATION $347.89万1.46%19,948 -111-0.6% -$1.94万 减仓
XLE SELECT SECTOR SPDR TR $305.93万1.28%49,940 -136-0.3% -$8,331 减仓
MTUM ISHARES TR $289.65万1.21%12,069 -174-1.4% -$4.18万 减仓
IWM ISHARES TR $270.65万1.13%10,913 -263-2.4% -$6.52万 减仓
MSFT MICROSOFT CORP $268.25万1.12%7,247 610.8% $2.26万 加仓
IDOG ALPS ETF TR $267.59万1.12%64,244 -3,798-5.6% -$15.82万 减仓
AVGO BROADCOM INC $259.60万1.09%8,387 -1,645-16.4% -$50.92万 减仓
IFV FIRST TR EXCHANGE TRADED FD $240.55万1.01%95,191 -5,828-5.8% -$14.73万 减仓
AMZN AMAZON COM INC $239.76万1.00%11,512 3082.7% $6.41万 加仓
WMB WILLIAMS COS INC $239.70万1.00%32,935 -2,422-6.9% -$17.63万 减仓
IWB ISHARES TR $227.99万0.96%6,394 -387-5.7% -$13.80万 减仓
GOOGL ALPHABET INC $209.46万0.88%7,284 -137-1.8% -$3.94万 减仓
VGK VANGUARD INTL EQUITY INDEX F $203.92万0.85%24,738 220.1% $1,813 加仓
FXO FIRST TR EXCHANGE-TRADED FD $201.99万0.85%35,947 -47-0.1% -$2,641 减仓
IBIT ISHARES BITCOIN TRUST ETF $201.45万0.84%52,434 -312-0.6% -$1.20万 减仓
AMD ADVANCED MICRO DEVICES INC $199.65万0.84%9,814 280.3% $5,696 加仓
COR CENCORA INC $195.30万0.82%6,217 -43-0.7% -$1.35万 减仓
META META PLATFORMS INC $194.21万0.81%3,394 -10-0.3% -$5,722 减仓
ICE INTERCONTINENTAL EXCHANGE IN $187.64万0.79%11,930 -164-1.4% -$2.58万 减仓
TSLA TESLA INC $183.16万0.77%4,927 00.0% — 不变
PIZ INVESCO EXCH TRADED FD TR II $169.94万0.71%34,317 -2,507-6.8% -$12.41万 减仓
IEUR ISHARES TR $169.87万0.71%24,173 -409-1.7% -$2.87万 减仓
— GLOBAL X FDS $161.57万0.68%38,323 -1,639-4.1% -$6.91万 减仓
ITA ISHARES TR $161.55万0.68%7,385 -629-7.8% -$13.76万 减仓
GS GOLDMAN SACHS GROUP INC $157.29万0.66%1,859 -4-0.2% -$3,384 减仓
BLK BLACKROCK INC $154.43万0.65%1,606 -4-0.2% -$3,846 减仓
SCHG SCHWAB STRATEGIC TR $152.71万0.64%52,423 860.2% $2,505 加仓
— EXXON MOBIL CORP $149.64万0.63%8,820 510.6% $8,653 加仓
IAI ISHARES TR $139.88万0.59%8,520 -414-4.6% -$6.80万 减仓
PTF INVESCO EXCHANGE TRADED FD T $136.94万0.57%15,863 8895.9% $7.67万 加仓
VCIT VANGUARD SCOTTSDALE FDS $133.73万0.56%16,160 -81-0.5% -$6,703 减仓
GE GE AEROSPACE $131.61万0.55%4,638 -43-0.9% -$1.22万 减仓
MCD MCDONALDS CORP $125.18万0.52%4,028 10.0% $311 加仓
IBM INTERNATIONAL BUSINESS MACHS $122.75万0.51%5,064 -1,792-26.1% -$43.44万 减仓
PRN INVESCO EXCHANGE TRADED FD T $121.26万0.51%6,233 3976.8% $7.72万 加仓
EFA ISHARES TR $120.65万0.51%12,421 00.0% — 不变
EWJ ISHARES INC $120.53万0.51%14,274 -276-1.9% -$2.33万 减仓
ABBV ABBVIE INC $109.95万0.46%5,055 2,16174.7% $47.00万 加仓
ING ING GROEP N.V. $109.04万0.46%41,857 -2,234-5.1% -$5.82万 减仓
MS MORGAN STANLEY $107.91万0.45%6,557 -285-4.2% -$4.69万 减仓
SPLV INVESCO EXCH TRADED FD TR II $107.53万0.45%14,702 00.0% — 不变
CLH CLEAN HARBORS INC $105.52万0.44%3,680 -18-0.5% -$5,161 减仓
CVX CHEVRON CORPORATION $104.01万0.44%5,027 160.3% $3,311 加仓
APO APOLLO GLOBAL MGMT INC $102.41万0.43%9,191 -3,745-29.0% -$41.73万 减仓
IYF ISHARES TR $101.82万0.43%8,654 -3,238-27.2% -$38.10万 减仓
AGG ISHARES TR $101.64万0.43%10,239 650.6% $6,453 加仓
IYC ISHARES TR $100.65万0.42%10,385 -3,920-27.4% -$37.99万 减仓
CSX CSX CORP $100.62万0.42%24,511 -28-0.1% -$1,149 减仓
SPG SIMON PPTY GROUP INC NEW $98.03万0.41%5,255 -463-8.1% -$8.64万 减仓
MMM 3M CO $96.90万0.41%6,672 -362-5.1% -$5.26万 减仓
IAK ISHARES TR $96.20万0.40%7,499 -535-6.7% -$6.86万 减仓
ABT ABBOTT LABORATORIES $95.30万0.40%9,283 100.1% $1,027 加仓
CCEP COCA-COLA EUROPACIFIC PARTNE $92.66万0.39%10,219 -1,038-9.2% -$9.41万 减仓
HIMS HIMS & HERS HEALTH INC $81.28万0.34%39,150 -188-0.5% -$3,903 减仓
FLDR FIDELITY MERRIMACK STR TR $77.61万0.33%15,507 -1,015-6.1% -$5.08万 减仓
IGV ISHARES TR $76.66万0.32%9,577 -993-9.4% -$7.95万 减仓
EWS ISHARES INC $69.36万0.29%24,579 24,579— $69.36万 新建仓
NXST NEXSTAR MEDIA GROUP INC $67.04万0.28%3,707 -8-0.2% -$1,447 减仓
VIOV VANGUARD ADMIRAL FDS INC $65.46万0.27%6,434 6,434— $65.46万 新建仓
RSG REPUBLIC SVCS INC $61.52万0.26%2,809 -140-4.7% -$3.07万 减仓
AXP AMERICAN EXPRESS CO $59.63万0.25%1,971 -8-0.4% -$2,420 减仓
— FIRST TR EXCH TRD ALPHDX FD $59.32万0.25%11,778 -1,172-9.1% -$5.90万 减仓
LMT LOCKHEED MARTIN CORP $57.78万0.24%956 50.5% $3,022 加仓
IWO ISHARES TR $57.74万0.24%1,840 00.0% — 不变
— FIRST TR EXCH TRD ALPHDX FD $57.05万0.24%9,161 -1,358-12.9% -$8.46万 减仓
— FIRST TR EXCH TRD ALPHDX FD $56.61万0.24%18,063 -3,518-16.3% -$11.03万 减仓
— FIRST TR EXCH TRD ALPHDX FD $54.83万0.23%9,136 -1,050-10.3% -$6.30万 减仓
— FIRST TR EXCH TRD ALPHDX FD $53.64万0.22%6,762 -130-1.9% -$1.03万 减仓
ARES ARES MANAGEMENT CORPORATION $52.76万0.22%4,836 140.3% $1,527 加仓
SCHM SCHWAB STRATEGIC TR $50.84万0.21%16,422 410.3% $1,269 加仓
SSD SIMPSON MFG INC $50.48万0.21%2,942 50.2% $858 加仓
GLW CORNING INC $49.27万0.21%3,624 1373.9% $1.86万 加仓
— TEVA PHARMACEUTICAL INDS LTD $49.14万0.21%16,314 -50-0.3% -$1,506 减仓
SCHA SCHWAB STRATEGIC TR $48.72万0.20%16,754 230.1% $669 加仓
JPM JPMORGAN CHASE & CO $48.44万0.20%1,647 -20-1.2% -$5,882 减仓
IEZ ISHARES TR $47.21万0.20%16,307 16,307— $47.21万 新建仓
DGX QUEST DIAGNOSTICS INC $46.97万0.20%2,397 110.5% $2,155 加仓
UNH UNITEDHEALTH GROUP INC $44.91万0.19%1,660 171.0% $4,599 加仓
NBIS NEBIUS GROUP N.V. $44.44万0.19%4,283 00.0% — 不变
TLT ISHARES TR $44.32万0.19%5,112 -31-0.6% -$2,687 减仓
— INVESCO EXCHANGE TRADED FD T $43.31万0.18%8,134 -1,113-12.0% -$5.93万 减仓
TDIV FIRST TR EXCHANGE TRADED FD $42.33万0.18%4,519 -725-13.8% -$6.79万 减仓
DE DEERE & CO $37.58万0.16%667 00.0% — 不变
GEV GE VERNOVA INC $36.67万0.15%420 51.2% $4,366 加仓
SCHO SCHWAB STRATEGIC TR $35.97万0.15%14,820 -11-0.1% -$267 减仓
HD HOME DEPOT INC $35.12万0.15%1,068 10.1% $329 加仓
SOXX ISHARES TR $34.35万0.14%1,045 -33-3.1% -$1.08万 减仓
FMHI FIRST TR EXCH TRADED FD III $33.65万0.14%7,077 -553-7.2% -$2.63万 减仓
IYZ ISHARES TR $32.92万0.14%8,371 8,371— $32.92万 新建仓