Geneos Wealth Management Inc.
ENGLEWOOD CO · SEC CIK 0001764754
$49.01亿2026Q2 申报市值
2,475持仓数
19.1%前十大占比 · 第一大 3.3%
67 / 73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
SGOV 加仓+$2,209.03万
VOO 加仓+$2,104.25万
VXUS 加仓+$1,774.74万
CLS 加仓+$911.34万
NVDA 加仓+$843.00万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,187.24万
SPY 减仓-$1,056.98万
HONEYWELL INTL I 清仓-$914.21万
JCI 减仓-$793.20万
GS 减仓-$751.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | FUNDX INVT TR | $3.96万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $3.96万 | 0.00% | 1,065 | 0 | 0.0% | — | 不变 |
| POWW | AMMO INC | $3.97万 | 0.00% | 17,400 | -4,900 | -22.0% | -$1.12万 | 减仓 |
| AI | C3 AI INC | $3.98万 | 0.00% | 4,373 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3.98万 | 0.00% | 106 | -75 | -41.4% | -$2.81万 | 减仓 |
| GRAL | GRAIL INC | $3.99万 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $4.00万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $4.02万 | 0.00% | 1,225 | 667 | 119.5% | $2.19万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $4.02万 | 0.00% | 790 | -660 | -45.5% | -$3.36万 | 减仓 |
| — | VANECK ETF TRUST | $4.02万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $4.03万 | 0.00% | 3,020 | -15,093 | -83.3% | -$20.16万 | 减仓 |
| NTR | NUTRIEN LTD | $4.04万 | 0.00% | 642 | -81 | -11.2% | -$5,099 | 减仓 |
| PGEN | PRECIGEN INC | $4.05万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4.05万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC | $4.05万 | 0.00% | 3,798 | 250 | 7.0% | $2,665 | 加仓 |
| FLEX | FLEX LTD | $4.05万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| USSG | DBX ETF TR | $4.07万 | 0.00% | 586 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $4.08万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $4.08万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| GFLW | VICTORY PORTFOLIOS II | $4.11万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $4.12万 | 0.00% | 3,254 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $4.12万 | 0.00% | 1,686 | 1,281 | 316.3% | $3.13万 | 加仓 |
| BRNY | EA SERIES TRUST | $4.13万 | 0.00% | 709 | 709 | — | $4.13万 | 新建仓 |
| SKOR | FLEXSHARES TR | $4.13万 | 0.00% | 851 | -891 | -51.1% | -$4.32万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $4.15万 | 0.00% | 1,126 | -222 | -16.5% | -$8,185 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $4.16万 | 0.00% | 2,515 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $4.17万 | 0.00% | 551 | -66 | -10.7% | -$4,998 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $4.19万 | 0.00% | 1,500 | 1,500 | — | $4.19万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $4.21万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.22万 | 0.00% | 92 | -25 | -21.4% | -$1.15万 | 减仓 |
| BRKR | BRUKER CORP | $4.25万 | 0.00% | 707 | 707 | — | $4.25万 | 新建仓 |
| VFMV | VANGUARD WELLINGTON FD | $4.27万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $4.28万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.29万 | 0.00% | 193 | 10 | 5.5% | $2,224 | 加仓 |
| COKE | COCA COLA CONS INC | $4.30万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SMOT | VANECK ETF TRUST | $4.33万 | 0.00% | 1,115 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $4.36万 | 0.00% | 526 | 122 | 30.2% | $1.01万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4.37万 | 0.00% | 308 | 47 | 18.0% | $6,669 | 加仓 |
| TGRW | T ROWE PRICE ETF INC | $4.39万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $4.41万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4.42万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| CBL | CBL ASSOC PPTYS INC | $4.43万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4.44万 | 0.00% | 334 | -2 | -0.6% | -$266 | 减仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $4.49万 | 0.00% | 4,042 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.50万 | 0.00% | 1,300 | 650 | 100.0% | $2.25万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $4.53万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $4.56万 | 0.00% | 874 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $4.57万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $4.58万 | 0.00% | 114 | 3 | 2.7% | $1,204 | 加仓 |
| LEA | LEAR CORP | $4.60万 | 0.00% | 343 | 2 | 0.6% | $268 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $4.61万 | 0.00% | 2,200 | 2,200 | — | $4.61万 | 新建仓 |
| HPQ | HP INC | $4.63万 | 0.00% | 2,109 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $4.64万 | 0.00% | 16,800 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.65万 | 0.00% | 861 | 84 | 10.8% | $4,539 | 加仓 |
| PEO | ADAM NAT RES FD INC | $4.65万 | 0.00% | 1,882 | 6 | 0.3% | $148 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $4.66万 | 0.00% | 1,036 | 850 | 457.0% | $3.82万 | 加仓 |
| ROST | ROSS STORES INC | $4.66万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $4.66万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | $4.67万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $4.67万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CNEQ | THE ALGER ETF TRUST | $4.68万 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SER TR | $4.68万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $4.69万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $4.70万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $4.70万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $4.71万 | 0.00% | 1,741 | 966 | 124.6% | $2.61万 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $4.71万 | 0.00% | 999 | 4 | 0.4% | $189 | 加仓 |
| ESGE | ISHARES INC | $4.75万 | 0.00% | 869 | 2 | 0.2% | $109 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $4.76万 | 0.00% | 503 | 359 | 249.3% | $3.40万 | 加仓 |
| — | SPDR INDEX SHS FDS | $4.77万 | 0.00% | 597 | 6 | 1.0% | $479 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $4.79万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SER TR | $4.80万 | 0.00% | 311 | -13,022 | -97.7% | -$200.88万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4.83万 | 0.00% | 3,775 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $4.85万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.85万 | 0.00% | 1,186 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC MD | $4.85万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $4.85万 | 0.00% | 1,420 | 250 | 21.4% | $8,545 | 加仓 |
| CE | CELANESE CORP DEL | $4.86万 | 0.00% | 1,056 | -125 | -10.6% | -$5,750 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $4.87万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $4.91万 | 0.00% | 350 | -60 | -14.6% | -$8,414 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $4.91万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $4.95万 | 0.00% | 2,140 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $4.96万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| RH | RH | $4.97万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.00万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $5.01万 | 0.00% | 545 | -1,101 | -66.9% | -$10.11万 | 减仓 |
| — | ISHARES TR | $5.01万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $5.01万 | 0.00% | 1,000 | 1,000 | — | $5.01万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.02万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $5.02万 | 0.00% | 1,790 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $5.04万 | 0.00% | 5,754 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.06万 | 0.00% | 830 | -160 | -16.2% | -$9,755 | 减仓 |
| RS | RELIANCE INC | $5.08万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $5.11万 | 0.00% | 673 | -99 | -12.8% | -$7,510 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $5.11万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5.11万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| MGY | MAGNOLIA OIL GAS CORP | $5.12万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | LISTED FD TR | $5.15万 | 0.00% | 2,975 | 2,975 | — | $5.15万 | 新建仓 |
| NRG | NRG ENERGY INC | $5.17万 | 0.00% | 354 | 71 | 25.1% | $1.04万 | 加仓 |
| TMAT | NORTHERN LTS FD TR IV | $5.18万 | 0.00% | 1,647 | 0 | 0.0% | — | 不变 |