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 |
|---|---|---|---|---|---|---|---|---|
| ETH | GRAYSCALE ETHEREUM MINI TR E | $5.19万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $5.19万 | 0.00% | 135 | 135 | — | $5.19万 | 新建仓 |
| VFMO | VANGUARD WELLINGTON FD | $5.19万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $5.19万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $5.21万 | 0.00% | 816 | -1,921 | -70.2% | -$12.27万 | 减仓 |
| VICI | VICI PPTYS INC | $5.23万 | 0.00% | 1,971 | -7,746 | -79.7% | -$20.57万 | 减仓 |
| QQQE | DIREXION SHS ETF TR | $5.23万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.25万 | 0.00% | 1,750 | -1,000 | -36.4% | -$3.00万 | 减仓 |
| — | THEMES ETF TR | $5.27万 | 0.00% | 1,480 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $5.28万 | 0.00% | 1,656 | 454 | 37.8% | $1.45万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $5.29万 | 0.00% | 695 | 264 | 61.3% | $2.01万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $5.31万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $5.31万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP | $5.36万 | 0.00% | 13,399 | 0 | 0.0% | — | 不变 |
| SNN | SMITH NEPHEW PLC | $5.36万 | 0.00% | 1,861 | -1,298 | -41.1% | -$3.74万 | 减仓 |
| EPR | EPR PPTYS | $5.37万 | 0.00% | 925 | 9 | 1.0% | $522 | 加仓 |
| — | COLUMBIA ETF TR II | $5.37万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $5.41万 | 0.00% | 804 | -20 | -2.4% | -$1,345 | 减仓 |
| FSIG | FIRST TR EXCHANGE TRADED FD | $5.41万 | 0.00% | 2,871 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $5.43万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $5.45万 | 0.00% | 1,317 | -1,136 | -46.3% | -$4.70万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $5.46万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $5.49万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| XME | SPDR SER TR | $5.49万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS FRAGRA | $5.49万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5.50万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $5.54万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| SDVD | FIRST TR EXCH TRADED FD III | $5.54万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| TLTW | ISHARES TR | $5.54万 | 0.00% | 2,481 | 11 | 0.4% | $246 | 加仓 |
| EME | EMCOR GROUP INC | $5.56万 | 0.00% | 67 | 3 | 4.7% | $2,490 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $5.57万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| BUFF | INNOVATOR ETFS TRUST | $5.57万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| IRS | IRSA INVERSIONES Y REP S A | $5.59万 | 0.00% | 3,620 | 3,620 | — | $5.59万 | 新建仓 |
| PII | POLARIS INC | $5.63万 | 0.00% | 823 | 6 | 0.7% | $411 | 加仓 |
| — | WISDOMTREE TR | $5.64万 | 0.00% | 1,281 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $5.71万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO NEW | $5.76万 | 0.00% | 369 | 200 | 118.3% | $3.12万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $5.76万 | 0.00% | 1,254 | -159 | -11.3% | -$7,305 | 减仓 |
| GPN | GLOBAL PMTS INC | $5.77万 | 0.00% | 795 | 30 | 3.9% | $2,177 | 加仓 |
| XFFCX | FLAHERTY CRUMRINE PFD SECS | $5.77万 | 0.00% | 3,545 | 500 | 16.4% | $8,140 | 加仓 |
| — | TRIMTABS ETF TR | $5.78万 | 0.00% | 1,762 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $5.78万 | 0.00% | 428 | 5 | 1.2% | $675 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.79万 | 0.00% | 199 | 3 | 1.5% | $873 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $5.80万 | 0.00% | 2,502 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $5.83万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5.83万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.83万 | 0.00% | 3,363 | 600 | 21.7% | $1.04万 | 加仓 |
| VTRS | VIATRIS INC | $5.84万 | 0.00% | 3,677 | 13 | 0.4% | $206 | 加仓 |
| TRFK | PACER FDS TR | $5.87万 | 0.00% | 550 | 100 | 22.2% | $1.07万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $5.91万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $5.91万 | 0.00% | 131 | -34 | -20.6% | -$1.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5.91万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $5.92万 | 0.00% | 665 | -3 | -0.4% | -$267 | 减仓 |
| SHM | SPDR SER TR | $5.92万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $6.01万 | 0.00% | 1,263 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $6.03万 | 0.00% | 4,008 | -5,395 | -57.4% | -$8.11万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $6.09万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $6.13万 | 0.00% | 748 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $6.14万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $6.16万 | 0.00% | 168 | 45 | 36.6% | $1.65万 | 加仓 |
| Z | ZILLOW GROUP INC | $6.16万 | 0.00% | 1,955 | 0 | 0.0% | — | 不变 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $6.17万 | 0.00% | 1,930 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6.22万 | 0.00% | 700 | 50 | 7.7% | $4,443 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $6.23万 | 0.00% | 875 | 875 | — | $6.23万 | 新建仓 |
| SHBI | SHORE BANCSHARES INC | $6.26万 | 0.00% | 2,727 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $6.30万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $6.31万 | 0.00% | 3,418 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $6.35万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $6.37万 | 0.00% | 704 | 345 | 96.1% | $3.12万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $6.38万 | 0.00% | 1,107 | -75 | -6.3% | -$4,322 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $6.39万 | 0.00% | 1,089 | 1,089 | — | $6.39万 | 新建仓 |
| MKC | MCCORMICK CO INC | $6.39万 | 0.00% | 1,268 | -600 | -32.1% | -$3.03万 | 减仓 |
| MPLX | MPLX LP | $6.39万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $6.40万 | 0.00% | 22,160 | -12,650 | -36.3% | -$3.66万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.41万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $6.53万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $6.53万 | 0.00% | 834 | 100 | 13.6% | $7,828 | 加仓 |
| CDE | COEUR MNG INC | $6.54万 | 0.00% | 4,005 | 3,005 | 300.5% | $4.90万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $6.54万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $6.58万 | 0.00% | 7,012 | -1,590 | -18.5% | -$1.49万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $6.59万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $6.62万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $6.66万 | 0.00% | 1,286 | 20 | 1.6% | $1,035 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $6.66万 | 0.00% | 3,076 | 181 | 6.3% | $3,918 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $6.68万 | 0.00% | 1,444 | 0 | 0.0% | — | 不变 |
| OTTR | OTTER TAIL CORP | $6.68万 | 0.00% | 742 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $6.69万 | 0.00% | 674 | 495 | 276.5% | $4.91万 | 加仓 |
| DNN | DENISON MINES CORP | $6.70万 | 0.00% | 21,900 | 400 | 1.9% | $1,224 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $6.71万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $6.73万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $6.74万 | 0.00% | 2,757 | 73 | 2.7% | $1,784 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $6.74万 | 0.00% | 4,275 | -700 | -14.1% | -$1.10万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6.77万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD | $6.79万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $6.79万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD | $6.89万 | 0.00% | 3,794 | 0 | 0.0% | — | 不变 |
| — | PIMCO NEW YORK MUN FD II | $6.90万 | 0.00% | 9,732 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $6.96万 | 0.00% | 2,120 | 236 | 12.5% | $7,745 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $6.97万 | 0.00% | 1,269 | -900 | -41.5% | -$4.94万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $7.05万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |