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 |
|---|---|---|---|---|---|---|---|---|
| — | CION INVT CORP | $7.10万 | 0.00% | 11,392 | 2,590 | 29.4% | $1.61万 | 加仓 |
| ESGD | ISHARES TR | $7.11万 | 0.00% | 691 | 45 | 7.0% | $4,628 | 加仓 |
| GPC | GENUINE PARTS CO | $7.13万 | 0.00% | 604 | -139 | -18.7% | -$1.64万 | 减仓 |
| BKH | BLACK HILLS CORP | $7.15万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $7.17万 | 0.00% | 1,615 | 0 | 0.0% | — | 不变 |
| TEQI | T ROWE PRICE ETF INC | $7.18万 | 0.00% | 1,425 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP | $7.18万 | 0.00% | 9,892 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $7.18万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $7.24万 | 0.00% | 1,891 | 25 | 1.3% | $958 | 加仓 |
| MLAB | MESA LABS INC | $7.25万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $7.27万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $7.31万 | 0.00% | 4,043 | 223 | 5.8% | $4,032 | 加仓 |
| CM | CANADIAN IMPERIAL BK COMM | $7.31万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $7.32万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $7.33万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $7.34万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $7.35万 | 0.00% | 2,773 | 2,487 | 869.6% | $6.59万 | 加仓 |
| IFRA | ISHARES TR | $7.35万 | 0.00% | 1,166 | 1 | 0.1% | $63 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $7.39万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $7.47万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $7.49万 | 0.00% | 837 | 2 | 0.2% | $179 | 加仓 |
| GEL | GENESIS ENERGY L P | $7.51万 | 0.00% | 5,300 | -7,855 | -59.7% | -$11.13万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $7.54万 | 0.00% | 3,200 | -375 | -10.5% | -$8,831 | 减仓 |
| NSP | INSPERITY INC | $7.55万 | 0.00% | 1,828 | -250 | -12.0% | -$1.03万 | 减仓 |
| BUG | GLOBAL X FDS | $7.56万 | 0.00% | 1,980 | 597 | 43.2% | $2.28万 | 加仓 |
| — | DBX ETF TR | $7.57万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $7.58万 | 0.00% | 998 | -6,111 | -86.0% | -$46.44万 | 减仓 |
| NOG | NORTHERN OIL GAS INC | $7.62万 | 0.00% | 4,200 | -80 | -1.9% | -$1,452 | 减仓 |
| BILL | BILL HOLDINGS INC | $7.68万 | 0.00% | 2,125 | 625 | 41.7% | $2.26万 | 加仓 |
| ONEY | SPDR SER TR | $7.69万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $7.70万 | 0.00% | 4,110 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $7.72万 | 0.00% | 755 | 500 | 196.1% | $5.11万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $7.73万 | 0.00% | 4,238 | -429 | -9.2% | -$7,829 | 减仓 |
| ECHO | ECHOSTAR CORP | $7.75万 | 0.00% | 764 | 714 | 1,428.0% | $7.25万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $7.79万 | 0.00% | 613 | -1,483 | -70.8% | -$18.86万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $7.81万 | 0.00% | 5,028 | 5,028 | — | $7.81万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $7.81万 | 0.00% | 3,005 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $7.84万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $7.86万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $7.86万 | 0.00% | 1,109 | 1 | 0.1% | $71 | 加仓 |
| — | MATTHEWS INTL FDS | $7.88万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $7.88万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $7.89万 | 0.00% | 752 | -40 | -5.1% | -$4,198 | 减仓 |
| IHE | ISHARES TR | $7.90万 | 0.00% | 798 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $7.90万 | 0.00% | 1,425 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $7.91万 | 0.00% | 3,755 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $8.01万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TR II | $8.02万 | 0.00% | 813 | -109 | -11.8% | -$1.08万 | 减仓 |
| RKT | ROCKET COS INC | $8.03万 | 0.00% | 5,099 | 1,629 | 46.9% | $2.57万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8.04万 | 0.00% | 1,382 | -373 | -21.3% | -$2.17万 | 减仓 |
| — | PIMCO INCOME STRATEGY FD II | $8.06万 | 0.00% | 11,300 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $8.06万 | 0.00% | 3,070 | -735 | -19.3% | -$1.93万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $8.06万 | 0.00% | 4,500 | 375 | 9.1% | $6,720 | 加仓 |
| AR | ANTERO RESOURCES CORP | $8.08万 | 0.00% | 2,300 | -789 | -25.5% | -$2.77万 | 减仓 |
| — | BNY MELLON ETF TRUST | $8.09万 | 0.00% | 1,700 | -2,630 | -60.7% | -$12.52万 | 减仓 |
| — | STRATEGY SHS | $8.10万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| BIDD | BLACKROCK ETF TRUST | $8.12万 | 0.00% | 2,704 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $8.12万 | 0.00% | 4,750 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $8.14万 | 0.00% | 371 | 1 | 0.3% | $219 | 加仓 |
| JEF | JEFFERIES FINL GROUP INC | $8.16万 | 0.00% | 1,633 | 1 | 0.1% | $50 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $8.19万 | 0.00% | 2,960 | 2,960 | — | $8.19万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $8.20万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $8.29万 | 0.00% | 3,621 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $8.30万 | 0.00% | 1,800 | -173 | -8.8% | -$7,975 | 减仓 |
| OSK | OSHKOSH CORP | $8.30万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $8.32万 | 0.00% | 1,594 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN UNVL TR | $8.34万 | 0.00% | 10,340 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $8.35万 | 0.00% | 105 | 8 | 8.2% | $6,358 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $8.36万 | 0.00% | 2,269 | 8 | 0.4% | $295 | 加仓 |
| FSLY | FASTLY INC | $8.36万 | 0.00% | 4,552 | 4,527 | 18,108.0% | $8.31万 | 加仓 |
| DBP | INVESCO DB MULTI SECTOR COMM | $8.37万 | 0.00% | 905 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE TWO INTERACTIVE SOFTWAR | $8.40万 | 0.00% | 336 | 84 | 33.3% | $2.10万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $8.41万 | 0.00% | 1,678 | 780 | 86.9% | $3.91万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $8.45万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $8.48万 | 0.00% | 1,090 | 450 | 70.3% | $3.50万 | 加仓 |
| CNC | CENTENE CORP DEL | $8.48万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $8.53万 | 0.00% | 6,138 | -364 | -5.6% | -$5,056 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $8.54万 | 0.00% | 2,070 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $8.54万 | 0.00% | 137 | -698 | -83.6% | -$43.52万 | 减仓 |
| AEE | AMEREN CORP | $8.55万 | 0.00% | 756 | 88 | 13.2% | $9,947 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $8.57万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $8.58万 | 0.00% | 833 | -8,255 | -90.8% | -$85.00万 | 减仓 |
| PFFA | ETFIS SER TR I | $8.62万 | 0.00% | 4,193 | -326 | -7.2% | -$6,706 | 减仓 |
| HYMB | SPDR SER TR | $8.65万 | 0.00% | 3,400 | 2,200 | 183.3% | $5.60万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $8.65万 | 0.00% | 1,100 | 50 | 4.8% | $3,933 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $8.71万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $8.71万 | 0.00% | 1,785 | -70 | -3.8% | -$3,416 | 减仓 |
| AA | ALCOA CORP | $8.76万 | 0.00% | 1,681 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $8.82万 | 0.00% | 4,717 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $8.83万 | 0.00% | 524 | 175 | 50.1% | $2.95万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $8.83万 | 0.00% | 645 | -1 | -0.2% | -$137 | 减仓 |
| TREX | TREX CO INC | $8.86万 | 0.00% | 1,770 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $8.86万 | 0.00% | 5,100 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $8.90万 | 0.00% | 1,322 | 316 | 31.4% | $2.13万 | 加仓 |
| IYE | ISHARES TR | $8.91万 | 0.00% | 1,575 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC | $8.93万 | 0.00% | 2,625 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $8.95万 | 0.00% | 588 | -30,586 | -98.1% | -$465.67万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $8.97万 | 0.00% | 2,354 | -200 | -7.8% | -$7,621 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $8.98万 | 0.00% | 2,549 | 478 | 23.1% | $1.68万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $8.98万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |