GenWealth Group, Inc.
Maplewood NJ · SEC CIK 0001713678
$5.84亿2026Q1 申报市值
85持仓数
74.0%前十大占比 · 第一大 14.1%
9 / 3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
SHY 新建仓+$8,226.40万
TLT 新建仓+$5,008.69万
ZROZ 加仓+$851.92万
USDU 加仓+$470.90万
IEF 加仓+$306.46万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$2,473.96万
IVV 减仓-$2,406.21万
TLH 清仓-$665.97万
IAU 减仓-$555.88万
SGOV 清仓-$238.86万
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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $8,226.40万 | 14.07% | 996,294 | 996,294 | — | $8,226.40万 | 新建仓 |
| IAU | ISHARES GOLD TR | $5,511.76万 | 9.43% | 625,200 | -63,053 | -9.2% | -$555.88万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $5,195.63万 | 8.89% | 1,703,484 | 55,584 | 3.4% | $169.53万 | 加仓 |
| TLT | ISHARES TR | $5,008.69万 | 8.57% | 577,770 | 577,770 | — | $5,008.69万 | 新建仓 |
| IEF | ISHARES TR | $4,669.94万 | 7.99% | 489,306 | 32,110 | 7.0% | $306.46万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $4,224.62万 | 7.23% | 96,720 | 5,519 | 6.1% | $241.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,775.50万 | 6.46% | 63,183 | 3,046 | 5.1% | $182.01万 | 加仓 |
| ZROZ | PIMCO ETF TR | $2,472.46万 | 4.23% | 386,261 | 133,091 | 52.6% | $851.92万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,180.11万 | 3.73% | 393,841 | 40,828 | 11.6% | $226.00万 | 加仓 |
| USDU | WISDOMTREE TR | $1,999.06万 | 3.42% | 759,232 | 178,847 | 30.8% | $470.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,317.99万 | 2.25% | 172,196 | 9,411 | 5.8% | $72.03万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,224.35万 | 2.09% | 216,392 | 8,446 | 4.1% | $47.79万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,163.16万 | 1.99% | 118,799 | 5,356 | 4.7% | $52.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $965.88万 | 1.65% | 14,852 | -70 | -0.5% | -$4.55万 | 减仓 |
| SSO | PROSHARES TR | $908.53万 | 1.55% | 175,122 | 4,887 | 2.9% | $25.35万 | 加仓 |
| — | PROSHARES TR | $861.30万 | 1.47% | 165,475 | 5,521 | 3.5% | $28.74万 | 加仓 |
| QLD | PROSHARES TR | $853.91万 | 1.46% | 139,984 | 4,857 | 3.6% | $29.63万 | 加仓 |
| OEF | ISHARES TR | $540.37万 | 0.92% | 16,989 | -125 | -0.7% | -$3.98万 | 减仓 |
| AAPL | APPLE INC | $505.99万 | 0.87% | 19,937 | 50 | 0.3% | $1.27万 | 加仓 |
| — | PIMCO EQUITY SER | $375.14万 | 0.64% | 90,150 | 5,150 | 6.1% | $21.43万 | 加仓 |
| IWF | ISHARES TR | $370.16万 | 0.63% | 8,681 | -8 | -0.1% | -$3,411 | 减仓 |
| USXF | ISHARES TR | $358.66万 | 0.61% | 64,975 | 1,411 | 2.2% | $7.79万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $358.33万 | 0.61% | 123,010 | -29 | -0.0% | -$845 | 减仓 |
| IVW | ISHARES TR | $356.82万 | 0.61% | 31,546 | -6 | -0.0% | -$679 | 减仓 |
| VTV | VANGUARD INDEX FDS | $325.41万 | 0.56% | 16,586 | 2,408 | 17.0% | $47.24万 | 加仓 |
| SNPE | DBX ETF TR | $315.57万 | 0.54% | 52,993 | 2,625 | 5.2% | $15.63万 | 加仓 |
| IVE | ISHARES TR | $299.12万 | 0.51% | 14,166 | -21 | -0.1% | -$4,434 | 减仓 |
| ILCG | ISHARES TR | $298.13万 | 0.51% | 31,224 | -159 | -0.5% | -$1.52万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $249.26万 | 0.43% | 100,065 | 7,735 | 8.4% | $19.27万 | 加仓 |
| IWB | ISHARES TR | $224.17万 | 0.38% | 6,287 | -7 | -0.1% | -$2,496 | 减仓 |
| SPTL | SPDR SERIES TRUST | $210.97万 | 0.36% | 80,217 | -1,027 | -1.3% | -$2.70万 | 减仓 |
| SHV | ISHARES TR | $189.93万 | 0.32% | 17,205 | -541 | -3.0% | -$5.97万 | 减仓 |
| IWD | ISHARES TR | $173.78万 | 0.30% | 8,133 | -35 | -0.4% | -$7,478 | 减仓 |
| SPTI | SPDR SERIES TRUST | $173.45万 | 0.30% | 60,520 | 11,753 | 24.1% | $33.68万 | 加仓 |
| ILCV | ISHARES TR | $162.95万 | 0.28% | 17,495 | -29 | -0.2% | -$2,701 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $140.16万 | 0.24% | 54,663 | -680 | -1.2% | -$1.74万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.17万 | 0.22% | 4,289 | 10 | 0.2% | $2,942 | 加仓 |
| IYY | ISHARES TR | $100.90万 | 0.17% | 6,368 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $95.14万 | 0.16% | 6,504 | 6,504 | — | $95.14万 | 新建仓 |
| IEI | ISHARES TR | $94.54万 | 0.16% | 7,971 | -21 | -0.3% | -$2,491 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $93.57万 | 0.16% | 3,828 | -22 | -0.6% | -$5,377 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.90万 | 0.15% | 1,876 | 550 | 41.5% | $26.36万 | 加仓 |
| META | META PLATFORMS INC | $80.09万 | 0.14% | 1,400 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $76.02万 | 0.13% | 3,055 | -13 | -0.4% | -$3,235 | 减仓 |
| USFR | WISDOMTREE TR | $70.92万 | 0.12% | 14,089 | 2,824 | 25.1% | $14.22万 | 加仓 |
| GOOG | ALPHABET INC | $69.10万 | 0.12% | 2,409 | 563 | 30.5% | $16.15万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $67.11万 | 0.11% | 3,848 | 513 | 15.4% | $8.95万 | 加仓 |
| GOOGL | ALPHABET INC | $56.48万 | 0.10% | 1,964 | -4 | -0.2% | -$1,150 | 减仓 |
| IWX | ISHARES TR | $54.08万 | 0.09% | 5,836 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $53.42万 | 0.09% | 3,148 | 403 | 14.7% | $6.84万 | 加仓 |
| TSLA | TESLA INC | $52.97万 | 0.09% | 1,425 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $51.95万 | 0.09% | 5,403 | -227 | -4.0% | -$2.18万 | 减仓 |
| AMGN | AMGEN INC | $50.24万 | 0.09% | 1,428 | -17 | -1.2% | -$5,981 | 减仓 |
| IVV | ISHARES TR | $50.11万 | 0.09% | 767 | -36,831 | -98.0% | -$2,406.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $50.08万 | 0.09% | 1,353 | 302 | 28.7% | $11.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.41万 | 0.08% | 839 | -42,874 | -98.1% | -$2,473.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $48.01万 | 0.08% | 15,648 | 1,392 | 9.8% | $4.27万 | 加仓 |
| AMZN | AMAZON COM INC | $46.15万 | 0.08% | 2,216 | 300 | 15.7% | $6.25万 | 加仓 |
| AVGO | BROADCOM INC | $41.78万 | 0.07% | 1,350 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $39.17万 | 0.07% | 2,525 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $38.80万 | 0.07% | 13,385 | -25 | -0.2% | -$725 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $38.27万 | 0.07% | 3,014 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $36.88万 | 0.06% | 401 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $34.32万 | 0.06% | 20,056 | 20,056 | — | $34.32万 | 新建仓 |
| — | HONEYWELL INTL INC | $33.41万 | 0.06% | 1,478 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $32.60万 | 0.06% | 6,494 | -13 | -0.2% | -$653 | 减仓 |
| IWL | ISHARES TR | $32.06万 | 0.05% | 1,998 | -6 | -0.3% | -$963 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $31.56万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $29.05万 | 0.05% | 1,401 | -201 | -12.5% | -$4.17万 | 减仓 |
| PFF | ISHARES TR | $28.32万 | 0.05% | 9,342 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $28.20万 | 0.05% | 2,136 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.62万 | 0.05% | 1,310 | 390 | 42.4% | $7.92万 | 加仓 |
| IJR | ISHARES TR | $25.25万 | 0.04% | 2,032 | 316 | 18.4% | $3.93万 | 加仓 |
| CVX | CHEVRON CORPORATION | $24.54万 | 0.04% | 1,186 | 1,186 | — | $24.54万 | 新建仓 |
| ORCL | ORACLE CORP | $24.20万 | 0.04% | 1,645 | 380 | 30.0% | $5.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.28万 | 0.04% | 1,408 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.02万 | 0.04% | 330 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.98万 | 0.04% | 7,829 | 7,829 | — | $21.98万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.32万 | 0.04% | 214 | -12 | -5.3% | -$1.20万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $21.02万 | 0.04% | 3,530 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $20.82万 | 0.04% | 2,200 | 2,200 | — | $20.82万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $17.93万 | 0.03% | 17,565 | 17,565 | — | $17.93万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $16.40万 | 0.03% | 15,069 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $15.74万 | 0.03% | 12,024 | 12,024 | — | $15.74万 | 新建仓 |
| — | GLOBAL X FDS | $9.45万 | 0.02% | 10,628 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -65,413 | -100.0% | -$665.97万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -23,784 | -100.0% | -$238.86万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,394 | -100.0% | -$20.30万 | 清仓 |