Geneos Wealth Management Inc.
ENGLEWOOD CO · SEC CIK 0001764754
$43.10亿2026Q1 申报市值
2,465持仓数
19.0%前十大占比 · 第一大 3.1%
111 / 94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
USMV 加仓+$5,283.97万
ITOT 加仓+$5,248.63万
SPY 加仓+$3,337.34万
VNLA 加仓+$2,934.10万
NSC 加仓+$1,575.84万
2026Q1 卖出最多 按季末市值估算
CGGR 减仓-$2,598.09万
CGDV 减仓-$1,395.33万
MS 减仓-$1,136.20万
IGEB 减仓-$1,032.73万
AZN 清仓-$752.89万
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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $2.60万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.60万 | 0.00% | 599 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $2.62万 | 0.00% | 980 | 332 | 51.2% | $8,891 | 加仓 |
| — | WISDOMTREE BITCOIN FD | $2.63万 | 0.00% | 367 | 205 | 126.5% | $1.47万 | 加仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $2.63万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC REAL ESTATE | $2.64万 | 0.00% | 2,330 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $2.64万 | 0.00% | 568 | 68 | 13.6% | $3,163 | 加仓 |
| CMBS | ISHARES TR | $2.65万 | 0.00% | 543 | 3 | 0.6% | $146 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $2.65万 | 0.00% | 750 | 175 | 30.4% | $6,186 | 加仓 |
| AAXJ | ISHARES TR | $2.66万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP | $2.66万 | 0.00% | 1,158 | 0 | 0.0% | — | 不变 |
| QLTY | 2023 ETF SERIES TRUST II | $2.69万 | 0.00% | 743 | 2 | 0.3% | $72 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $2.69万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $2.70万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| ISCG | ISHARES TR | $2.71万 | 0.00% | 495 | 60 | 13.8% | $3,290 | 加仓 |
| IGHG | PROSHARES TR | $2.72万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | INVESCO ADVANTAGE MUN INCOME | $2.73万 | 0.00% | 3,151 | 0 | 0.0% | — | 不变 |
| EWM | ISHARES INC | $2.74万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.74万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO | $2.75万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $2.75万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $2.76万 | 0.00% | 4,926 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR LRG CP VL ALPHADEX | $2.77万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $2.79万 | 0.00% | 1,289 | 178 | 16.0% | $3,856 | 加仓 |
| J | JACOBS SOLUTIONS INC | $2.80万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| TRFK | PACER FDS TR | $2.80万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $2.80万 | 0.00% | 1,525 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PPTYS INC | $2.81万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS ETF TRUST | $2.81万 | 0.00% | 569 | -816 | -58.9% | -$4.03万 | 减仓 |
| — | EA SERIES TRUST | $2.81万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN INC | $2.83万 | 0.00% | 384 | -508 | -57.0% | -$3.74万 | 减仓 |
| — | STRATEGY SHS | $2.84万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $2.84万 | 0.00% | 982 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $2.85万 | 0.00% | 570 | 6 | 1.1% | $300 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $2.87万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $2.87万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $2.88万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $2.89万 | 0.00% | 2,670 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $2.90万 | 0.00% | 154 | 154 | — | $2.90万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $2.90万 | 0.00% | 561 | 303 | 117.4% | $1.57万 | 加仓 |
| FORM | FORMFACTOR INC | $2.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $2.91万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $2.93万 | 0.00% | 1,200 | 1,200 | — | $2.93万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $2.93万 | 0.00% | 431 | -463 | -51.8% | -$3.15万 | 减仓 |
| RIO | RIO TINTO PLC | $2.94万 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.96万 | 0.00% | 61 | -11 | -15.3% | -$5,334 | 减仓 |
| HYMB | SPDR SER TR | $2.98万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $2.98万 | 0.00% | 3,860 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.98万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $2.99万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $2.99万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $3.00万 | 0.00% | 604 | 21 | 3.6% | $1,043 | 加仓 |
| GRAL | GRAIL INC | $3.02万 | 0.00% | 585 | 360 | 160.0% | $1.86万 | 加仓 |
| TSN | TYSON FOODS INC | $3.02万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $3.04万 | 0.00% | 3,262 | 1,284 | 64.9% | $1.20万 | 加仓 |
| — | ETF SER SOLUTIONS | $3.05万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $3.05万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $3.06万 | 0.00% | 5,393 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $3.07万 | 0.00% | 18,956 | -240 | -1.3% | -$389 | 减仓 |
| — | FRANKLIN ETHEREUM TR | $3.07万 | 0.00% | 1,932 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $3.08万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $3.09万 | 0.00% | 400 | 400 | — | $3.09万 | 新建仓 |
| NUE | NUCOR CORP | $3.09万 | 0.00% | 183 | -74 | -28.8% | -$1.25万 | 减仓 |
| NTAP | NETAPP INC | $3.10万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3.12万 | 0.00% | 359 | -476 | -57.0% | -$4.13万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $3.13万 | 0.00% | 335 | -18 | -5.1% | -$1,682 | 减仓 |
| XEXGX | EATON VANCE TAX MANAGED GLOB | $3.14万 | 0.00% | 3,622 | 0 | 0.0% | — | 不变 |
| CCEP | COCA COLA EUROPACIFIC PARTNE | $3.15万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| GFLW | VICTORY PORTFOLIOS II | $3.16万 | 0.00% | 1,200 | 1,200 | — | $3.16万 | 新建仓 |
| LTC | LTC PPTYS INC | $3.16万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $3.18万 | 0.00% | 220 | 120 | 120.0% | $1.74万 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $3.19万 | 0.00% | 1,578 | -315 | -16.6% | -$6,370 | 减仓 |
| — | SSGA ACTIVE TR | $3.19万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| CBL | CBL ASSOC PPTYS INC | $3.21万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| RPV | INVESCO EXCHANGE TRADED FD T | $3.22万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.22万 | 0.00% | 106 | -93 | -46.7% | -$2.83万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $3.23万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $3.23万 | 0.00% | 939 | 0 | 0.0% | — | 不变 |
| MFUS | PIMCO EQUITY SER | $3.23万 | 0.00% | 553 | -22 | -3.8% | -$1,285 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3.23万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| ATRC | ATRICURE INC | $3.24万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO EXCH TRADED FD TR II | $3.25万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| SGI | TEMPUR SEALY INTL INC | $3.25万 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $3.25万 | 0.00% | 10,106 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $3.27万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR DOW JONES SELECT MI | $3.28万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.29万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3.29万 | 0.00% | 83 | 50 | 151.5% | $1.98万 | 加仓 |
| ANNX | ANNEXON INC | $3.32万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $3.33万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $3.34万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $3.35万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $3.35万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SER TR | $3.36万 | 0.00% | 418 | -1,175 | -73.8% | -$9.46万 | 减仓 |
| DMAY | FIRST TR EXCHNG TRADED FD VI | $3.37万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $3.37万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $3.42万 | 0.00% | 404 | -57 | -12.4% | -$4,822 | 减仓 |
| SAP | SAP SE | $3.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PBUS | INVESCO EXCH TRADED FD TR II | $3.43万 | 0.00% | 526 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $3.43万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |