GenWealth Group, Inc.
Maplewood NJ · SEC CIK 0001713678
$6.42亿2026Q2 申报市值
89持仓数
62.0%前十大占比 · 第一大 9.1%
9 / 9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
QQQ 加仓+$3,095.52万
IVV 加仓+$2,797.26万
IEF 加仓+$195.51万
ZROZ 加仓+$131.49万
DIA 重新持有+$125.84万
2026Q2 卖出最多 按季末市值估算
SHY 清仓-$8,226.40万
TLT 清仓-$5,008.69万
IJH 重新持有-$212.31万
PLTR 清仓-$95.14万
SCHV 减仓-$76.05万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | $5,853.78万 | 9.12% | 1,681,637 | -21,847 | -1.3% | -$76.05万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $5,024.98万 | 7.83% | 583,351 | 3,031 | 0.5% | $26.11万 | 加仓 |
| IEF | ISHARES TR | $4,822.89万 | 7.51% | 509,980 | 20,674 | 4.2% | $195.51万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,806.38万 | 7.49% | 636,522 | 11,322 | 1.8% | $85.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,398.11万 | 6.85% | 64,037 | 854 | 1.4% | $58.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,157.30万 | 4.92% | 42,875 | 42,036 | 5,010.3% | $3,095.52万 | 加仓 |
| IWP | ISHARES TR | $3,049.05万 | 4.75% | 208,254 | 5,447 | 2.7% | $79.75万 | 重新持有 |
| IJH | ISHARES TR | $2,992.72万 | 4.66% | 388,111 | -27,533 | -6.6% | -$212.31万 | 重新持有 |
| IVV | ISHARES TR | $2,854.70万 | 4.45% | 38,119 | 37,352 | 4,869.9% | $2,797.26万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,809.67万 | 4.38% | 53,785 | 2,409 | 4.7% | $125.84万 | 重新持有 |
| ZROZ | PIMCO ETF TR | $2,607.42万 | 4.06% | 406,774 | 20,513 | 5.3% | $131.49万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,286.29万 | 3.56% | 414,334 | 20,493 | 5.2% | $113.08万 | 加仓 |
| USDU | WISDOMTREE TR | $2,090.60万 | 3.26% | 781,534 | 22,302 | 2.9% | $59.66万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,494.94万 | 2.33% | 170,111 | -2,085 | -1.2% | -$18.32万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,408.31万 | 2.19% | 118,355 | -444 | -0.4% | -$5.28万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,311.15万 | 2.04% | 215,686 | -706 | -0.3% | -$4.29万 | 减仓 |
| QLD | PROSHARES TR | $1,306.08万 | 2.03% | 134,981 | -5,003 | -3.6% | -$48.41万 | 减仓 |
| SSO | PROSHARES TR | $1,137.21万 | 1.77% | 168,776 | -6,346 | -3.6% | -$42.76万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,095.44万 | 1.71% | 14,669 | -183 | -1.2% | -$13.67万 | 减仓 |
| — | PROSHARES TR | $1,079.77万 | 1.68% | 164,774 | -701 | -0.4% | -$4.59万 | 减仓 |
| OEF | ISHARES TR | $605.11万 | 0.94% | 16,539 | -450 | -2.6% | -$16.46万 | 减仓 |
| AAPL | APPLE INC | $568.75万 | 0.89% | 19,656 | -281 | -1.4% | -$8.13万 | 减仓 |
| IWF | ISHARES TR | $439.85万 | 0.69% | 35,423 | 699 | 2.0% | $8.68万 | 加仓 |
| USXF | ISHARES TR | $424.59万 | 0.66% | 61,136 | -3,839 | -5.9% | -$26.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $415.75万 | 0.65% | 122,859 | -151 | -0.1% | -$5,110 | 减仓 |
| — | PIMCO EQUITY SER | $414.89万 | 0.65% | 86,680 | -3,470 | -3.8% | -$16.61万 | 减仓 |
| IVW | ISHARES TR | $405.73万 | 0.63% | 29,501 | -2,045 | -6.5% | -$28.12万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $361.76万 | 0.56% | 16,600 | 14 | 0.1% | $3,051 | 加仓 |
| SNPE | DBX ETF TR | $357.64万 | 0.56% | 51,937 | -1,056 | -2.0% | -$7.27万 | 减仓 |
| ILCG | ISHARES TR | $356.78万 | 0.56% | 30,489 | -735 | -2.4% | -$8.60万 | 减仓 |
| IVE | ISHARES TR | $293.99万 | 0.46% | 12,948 | -1,218 | -8.6% | -$27.66万 | 减仓 |
| IWB | ISHARES TR | $255.08万 | 0.40% | 6,229 | -58 | -0.9% | -$2.38万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $250.29万 | 0.39% | 101,498 | 1,433 | 1.4% | $3.53万 | 加仓 |
| IWD | ISHARES TR | $227.23万 | 0.35% | 9,373 | 1,240 | 15.2% | $30.06万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $208.19万 | 0.32% | 79,371 | -846 | -1.1% | -$2.22万 | 减仓 |
| SHV | ISHARES TR | $191.09万 | 0.30% | 17,317 | 112 | 0.7% | $1.24万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $187.69万 | 0.29% | 66,112 | 5,592 | 9.2% | $15.88万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $178.88万 | 0.28% | 60,780 | 6,117 | 11.2% | $18.00万 | 加仓 |
| ILCV | ISHARES TR | $169.94万 | 0.26% | 16,786 | -709 | -4.1% | -$7.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $138.17万 | 0.22% | 4,221 | -68 | -1.6% | -$2.23万 | 减仓 |
| IYY | ISHARES TR | $115.02万 | 0.18% | 6,310 | -58 | -0.9% | -$1.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.19万 | 0.17% | 2,242 | 366 | 19.5% | $18.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $96.84万 | 0.15% | 3,813 | -15 | -0.4% | -$3,810 | 减仓 |
| IEI | ISHARES TR | $93.62万 | 0.15% | 7,971 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $81.62万 | 0.13% | 2,310 | -99 | -4.1% | -$3.50万 | 减仓 |
| META | META PLATFORMS INC | $77.17万 | 0.12% | 1,370 | -30 | -2.1% | -$1.69万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $77.01万 | 0.12% | 3,849 | 1 | 0.0% | $200 | 加仓 |
| IWY | ISHARES TR | $74.34万 | 0.12% | 2,558 | -497 | -16.3% | -$14.44万 | 减仓 |
| USFR | WISDOMTREE TR | $67.97万 | 0.11% | 13,500 | -589 | -4.2% | -$2.97万 | 减仓 |
| GOOGL | ALPHABET INC | $67.97万 | 0.11% | 1,902 | -62 | -3.2% | -$2.22万 | 减仓 |
| IWX | ISHARES TR | $61.37万 | 0.10% | 5,836 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $59.94万 | 0.09% | 1,425 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $56.15万 | 0.09% | 2,356 | 140 | 6.3% | $3.34万 | 加仓 |
| AMGN | AMGEN INC | $51.60万 | 0.08% | 1,425 | -3 | -0.2% | -$1,086 | 减仓 |
| MSFT | MICROSOFT CORP | $50.47万 | 0.08% | 1,353 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $50.39万 | 0.08% | 1,334 | -16 | -1.2% | -$6,044 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $49.12万 | 0.08% | 15,490 | -158 | -1.0% | -$5,010 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $48.10万 | 0.07% | 3,014 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $48.10万 | 0.07% | 401 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $46.42万 | 0.07% | 2,468 | -57 | -2.3% | -$1.07万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $45.32万 | 0.07% | 27,137 | 7,081 | 35.3% | $11.83万 | 加仓 |
| — | EXXON MOBIL CORP | $42.86万 | 0.07% | 3,135 | -13 | -0.4% | -$1,777 | 减仓 |
| NFLX | NETFLIX INC. | $37.43万 | 0.06% | 5,242 | -161 | -3.0% | -$1.15万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $35.76万 | 0.06% | 965 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $34.94万 | 0.05% | 1,889 | -109 | -5.5% | -$2.02万 | 减仓 |
| ALL | ALLSTATE CORP | $33.34万 | 0.05% | 1,401 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $30.35万 | 0.05% | 2,539 | -101 | -3.8% | -$1.21万 | 减仓 |
| CSCO | CISCO SYS INC | $29.98万 | 0.05% | 2,552 | 2,552 | — | $29.98万 | 新建仓 |
| ARTY | ISHARES TR | $28.86万 | 0.04% | 3,790 | 3,790 | — | $28.86万 | 新建仓 |
| PFF | ISHARES TR | $28.48万 | 0.04% | 9,342 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.57万 | 0.04% | 13,319 | -66 | -0.5% | -$1,366 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $27.03万 | 0.04% | 6,384 | -110 | -1.7% | -$4,658 | 减仓 |
| INTC | INTEL CORP | $26.40万 | 0.04% | 1,890 | 1,890 | — | $26.40万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $25.47万 | 0.04% | 1,408 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $25.27万 | 0.04% | 1,704 | -328 | -16.1% | -$4.87万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.04万 | 0.04% | 1,118 | -192 | -14.7% | -$4.30万 | 减仓 |
| ORCL | ORACLE CORP | $24.11万 | 0.04% | 1,645 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.96万 | 0.04% | 225 | 225 | — | $23.96万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $23.31万 | 0.04% | 630 | 630 | — | $23.31万 | 新建仓 |
| ESGD | ISHARES TR | $22.63万 | 0.04% | 2,201 | 2,201 | — | $22.63万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.13万 | 0.03% | 2,129 | -7 | -0.3% | -$728 | 减仓 |
| AIQ | GLOBAL X FDS | $21.85万 | 0.03% | 3,331 | 3,331 | — | $21.85万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $20.82万 | 0.03% | 3,530 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $20.64万 | 0.03% | 3,622 | -118 | -3.2% | -$6,724 | 重新持有 |
| MCD | MCDONALDS CORP | $20.33万 | 0.03% | 752 | 752 | — | $20.33万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $18.83万 | 0.03% | 17,565 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $16.33万 | 0.03% | 15,069 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $11.58万 | 0.02% | 10,957 | 10,957 | — | $11.58万 | 新建仓 |
| — | GLOBAL X FDS | $9.97万 | 0.02% | 10,628 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -996,294 | -100.0% | -$8,226.40万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -577,770 | -100.0% | -$5,008.69万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,504 | -100.0% | -$95.14万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,478 | -100.0% | -$33.41万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,186 | -100.0% | -$24.54万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,829 | -100.0% | -$21.98万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -214 | -100.0% | -$21.32万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.82万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -12,024 | -100.0% | -$15.74万 | 清仓 |