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 |
|---|---|---|---|---|---|---|---|---|
| FTXO | FIRST TR EXCHANGE TRADED FD | $12.38万 | 0.00% | 2,996 | 153 | 5.4% | $6,324 | 加仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $12.42万 | 0.00% | 3,600 | 1,800 | 100.0% | $6.21万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $12.46万 | 0.00% | 48,100 | -500 | -1.0% | -$1,295 | 减仓 |
| — | QORVO INC | $12.46万 | 0.00% | 1,336 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE TRADED FD | $12.54万 | 0.00% | 6,200 | 1,000 | 19.2% | $2.02万 | 加仓 |
| WHD | CACTUS INC | $12.55万 | 0.00% | 2,450 | 2,450 | — | $12.55万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $12.58万 | 0.00% | 15,451 | 0 | 0.0% | — | 不变 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $12.66万 | 0.00% | 2,851 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $12.73万 | 0.00% | 6,344 | 1,771 | 38.7% | $3.55万 | 加仓 |
| TEM | TEMPUS AI INC | $12.74万 | 0.00% | 2,200 | 1,100 | 100.0% | $6.37万 | 加仓 |
| EES | WISDOMTREE TR | $12.88万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $12.92万 | 0.00% | 2,920 | -475 | -14.0% | -$2.10万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $12.93万 | 0.00% | 3,396 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $13.01万 | 0.00% | 1,777 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $13.05万 | 0.00% | 992 | 31 | 3.2% | $4,079 | 加仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $13.10万 | 0.00% | 2,655 | 98 | 3.8% | $4,835 | 加仓 |
| BIO | BIO RAD LABS INC | $13.12万 | 0.00% | 447 | -1 | -0.2% | -$294 | 减仓 |
| AAL | AMERICAN AIRLS GROUP INC | $13.14万 | 0.00% | 7,270 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $13.14万 | 0.00% | 1,432 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $13.15万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $13.18万 | 0.00% | 1,823 | 1,492 | 450.8% | $10.78万 | 加仓 |
| DAL | DELTA AIR LINES INC DEL | $13.19万 | 0.00% | 1,408 | -100 | -6.6% | -$9,366 | 减仓 |
| TGRT | T ROWE PRICE ETF INC | $13.19万 | 0.00% | 2,886 | -4,740 | -62.2% | -$21.67万 | 减仓 |
| CTAS | CINTAS CORP | $13.20万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $13.23万 | 0.00% | 1,152 | 1 | 0.1% | $115 | 加仓 |
| FBT | FIRST TR EXCHANGE TRADED FD | $13.24万 | 0.00% | 534 | 4 | 0.8% | $992 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $13.31万 | 0.00% | 6,303 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $13.31万 | 0.00% | 2,397 | -153 | -6.0% | -$8,496 | 减仓 |
| — | ISHARES TR | $13.33万 | 0.00% | 3,102 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHS ETF TR | $13.36万 | 0.00% | 4,097 | -1,200 | -22.7% | -$3.91万 | 减仓 |
| CLX | CLOROX CO DEL | $13.38万 | 0.00% | 1,402 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $13.40万 | 0.00% | 2,596 | 1,816 | 232.8% | $9.37万 | 加仓 |
| FTCB | FIRST TR EXCHANGE TRADED FD | $13.43万 | 0.00% | 6,436 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.44万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $13.44万 | 0.00% | 5,135 | 208 | 4.2% | $5,443 | 加仓 |
| EMHC | SPDR SER TR | $13.44万 | 0.00% | 5,282 | 3,388 | 178.9% | $8.62万 | 加仓 |
| VIS | VANGUARD WORLD FD | $13.45万 | 0.00% | 373 | 76 | 25.6% | $2.74万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $13.50万 | 0.00% | 637 | -173 | -21.4% | -$3.67万 | 减仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $13.50万 | 0.00% | 16,020 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD MALVERN FDS | $13.65万 | 0.00% | 1,760 | 1,135 | 181.6% | $8.81万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $13.71万 | 0.00% | 3,175 | 504 | 18.9% | $2.18万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $13.74万 | 0.00% | 4,762 | 2,604 | 120.7% | $7.51万 | 加仓 |
| PPLI | IAC INC | $13.85万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| MTB | M T BK CORP | $13.85万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $13.97万 | 0.00% | 5,532 | 1,455 | 35.7% | $3.68万 | 加仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $14.04万 | 0.00% | 5,060 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $14.08万 | 0.00% | 704 | -50 | -6.6% | -$1.00万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS LP | $14.17万 | 0.00% | 2,325 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $14.22万 | 0.00% | 2,524 | 214 | 9.3% | $1.21万 | 加仓 |
| GSK | GSK PLC | $14.26万 | 0.00% | 2,721 | -191 | -6.6% | -$1.00万 | 减仓 |
| LOWV | AB ACTIVE ETFS INC | $14.33万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| ABFL | TRIMTABS ETF TR | $14.34万 | 0.00% | 1,670 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $14.41万 | 0.00% | 1,703 | -41 | -2.4% | -$3,468 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $14.44万 | 0.00% | 3,122 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $14.51万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $14.55万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $14.56万 | 0.00% | 992 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TR EXCHANGE TRADED FD | $14.57万 | 0.00% | 671 | -46 | -6.4% | -$9,987 | 减仓 |
| FNK | FIRST TR EXCHANGE TRADED ALP | $14.71万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $14.78万 | 0.00% | 17,353 | -400 | -2.3% | -$3,408 | 减仓 |
| SRVR | PACER FDS TR | $14.91万 | 0.00% | 4,694 | -865 | -15.6% | -$2.75万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $15.02万 | 0.00% | 1,851 | 322 | 21.1% | $2.61万 | 加仓 |
| — | INVESCO GALAXY BITCOIN ETF | $15.03万 | 0.00% | 2,574 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $15.14万 | 0.00% | 1,247 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $15.37万 | 0.00% | 549 | -1 | -0.2% | -$280 | 减仓 |
| FE | FIRSTENERGY CORP | $15.37万 | 0.00% | 3,234 | -100 | -3.0% | -$4,754 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $15.45万 | 0.00% | 17,286 | 28 | 0.2% | $250 | 加仓 |
| WLKP | WESTLAKE CHEM PARTNERS LP | $15.51万 | 0.00% | 6,966 | 92 | 1.3% | $2,048 | 加仓 |
| SGDM | SPROTT ETF TRUST | $15.59万 | 0.00% | 2,480 | -600 | -19.5% | -$3.77万 | 减仓 |
| WCMI | FIRST TR EXCHANGE TRADED FD | $15.66万 | 0.00% | 8,004 | 7,154 | 841.6% | $14.00万 | 加仓 |
| QLTA | ISHARES TR | $15.69万 | 0.00% | 3,301 | 147 | 4.7% | $6,985 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $15.70万 | 0.00% | 3,587 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $15.81万 | 0.00% | 1,654 | -1,067 | -39.2% | -$10.20万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $15.85万 | 0.00% | 699 | -1 | -0.1% | -$227 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $15.86万 | 0.00% | 3,515 | 1,172 | 50.0% | $5.29万 | 加仓 |
| VICR | VICOR CORP | $15.95万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $15.98万 | 0.00% | 1,248 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $16.01万 | 0.00% | 1,852 | -713 | -27.8% | -$6.16万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $16.03万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $16.05万 | 0.00% | 5,750 | 1,650 | 40.2% | $4.61万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $16.11万 | 0.00% | 612 | -1 | -0.2% | -$263 | 减仓 |
| DHS | WISDOMTREE TR | $16.12万 | 0.00% | 1,418 | 1 | 0.1% | $114 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $16.13万 | 0.00% | 1,110 | -188 | -14.5% | -$2.73万 | 减仓 |
| THG | HANOVER INS GROUP INC | $16.14万 | 0.00% | 754 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $16.17万 | 0.00% | 3,992 | 2,482 | 164.4% | $10.05万 | 加仓 |
| GRMN | GARMIN LTD | $16.35万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $16.54万 | 0.00% | 2,057 | -118 | -5.4% | -$9,487 | 减仓 |
| CMF | ISHARES TR | $16.54万 | 0.00% | 2,869 | 185 | 6.9% | $1.07万 | 加仓 |
| DLTR | DOLLAR TREE INC | $16.55万 | 0.00% | 1,368 | 16 | 1.2% | $1,935 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $16.59万 | 0.00% | 1,820 | 101 | 5.9% | $9,209 | 加仓 |
| AOK | ISHARES TR | $16.61万 | 0.00% | 4,004 | 0 | 0.0% | — | 不变 |
| CGIB | CAPITAL GRP FIXED INCM ETF T | $16.64万 | 0.00% | 6,518 | 1,737 | 36.3% | $4.43万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $16.72万 | 0.00% | 9,325 | 2,331 | 33.3% | $4.18万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $16.85万 | 0.00% | 930 | 50 | 5.7% | $9,058 | 加仓 |
| FFOG | FRANKLIN TEMPLETON ETF TR | $16.85万 | 0.00% | 3,270 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP NEW | $16.90万 | 0.00% | 1,033 | 264 | 34.3% | $4.32万 | 加仓 |
| EZU | ISHARES INC | $16.93万 | 0.00% | 2,436 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $17.02万 | 0.00% | 1,591 | 13 | 0.8% | $1,391 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $17.03万 | 0.00% | 2,286 | 321 | 16.3% | $2.39万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $17.06万 | 0.00% | 904 | 0 | 0.0% | — | 不变 |