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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK NEW YORK MELLON CORP | $148.43万 | 0.03% | 10,264 | 690 | 7.2% | $9.98万 | 加仓 |
| — | PACER FDS TR | $148.87万 | 0.03% | 26,857 | -2,226 | -7.7% | -$12.34万 | 减仓 |
| IHI | ISHARES TR | $151.25万 | 0.03% | 30,612 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $153.40万 | 0.03% | 3,862 | -121 | -3.0% | -$4.81万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $154.35万 | 0.03% | 53,279 | 1,477 | 2.9% | $4.28万 | 加仓 |
| TPIF | TIMOTHY PLAN | $154.39万 | 0.03% | 41,380 | 578 | 1.4% | $2.16万 | 加仓 |
| DT | DYNATRACE INC | $155.17万 | 0.03% | 35,338 | 34,808 | 6,567.5% | $152.84万 | 加仓 |
| MLPX | GLOBAL X FDS | $155.98万 | 0.03% | 21,176 | 195 | 0.9% | $1.44万 | 加仓 |
| BAC | BANK AMERICA CORP | $156.04万 | 0.03% | 27,385 | -123 | -0.4% | -$7,009 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $156.44万 | 0.03% | 4,739 | 1 | 0.0% | $330 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $157.37万 | 0.03% | 19,078 | -240 | -1.2% | -$1.98万 | 减仓 |
| — | MATTHEWS ASIA FDS | $157.39万 | 0.03% | 34,774 | 4,300 | 14.1% | $19.46万 | 加仓 |
| TPHD | TIMOTHY PLAN | $157.68万 | 0.03% | 37,294 | 3,531 | 10.5% | $14.93万 | 加仓 |
| ALAB | ASTERA LABS INC | $157.75万 | 0.03% | 3,266 | -4,789 | -59.5% | -$231.32万 | 减仓 |
| SIL | GLOBAL X FDS | $158.05万 | 0.03% | 20,404 | -500 | -2.4% | -$3.87万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $158.96万 | 0.03% | 29,427 | 1,194 | 4.2% | $6.45万 | 加仓 |
| CEF | SPROTT PHYSICAL GOLD SILVE | $159.15万 | 0.03% | 39,560 | 5,829 | 17.3% | $23.45万 | 加仓 |
| RPM | RPM INTL INC | $159.32万 | 0.03% | 14,334 | 613 | 4.5% | $6.81万 | 加仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $159.59万 | 0.03% | 12,043 | 527 | 4.6% | $6.98万 | 加仓 |
| WM | WASTE MGMT INC DEL | $160.29万 | 0.03% | 7,192 | 1,742 | 32.0% | $38.82万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $160.72万 | 0.03% | 12,575 | 4,385 | 53.5% | $56.04万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $160.86万 | 0.03% | 10,602 | 5,166 | 95.0% | $78.38万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $162.96万 | 0.03% | 20,870 | -7,491 | -26.4% | -$58.49万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $163.75万 | 0.03% | 91,584 | -775 | -0.8% | -$1.39万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $163.92万 | 0.03% | 16,692 | 6,647 | 66.2% | $65.27万 | 加仓 |
| — | SPDR INDEX SHS FDS | $163.94万 | 0.03% | 10,792 | 43 | 0.4% | $6,532 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $163.98万 | 0.03% | 20,212 | 595 | 3.0% | $4.83万 | 加仓 |
| MGK | VANGUARD WORLD FD | $165.22万 | 0.03% | 18,794 | 839 | 4.7% | $7.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $166.59万 | 0.03% | 20,677 | 2,353 | 12.8% | $18.96万 | 加仓 |
| IGEB | ISHARES TR | $166.88万 | 0.03% | 36,993 | 357 | 1.0% | $1.61万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $166.97万 | 0.03% | 39,130 | 27 | 0.1% | $1,152 | 加仓 |
| QBTS | D WAVE QUANTUM INC | $167.16万 | 0.03% | 69,679 | 44,150 | 172.9% | $105.92万 | 加仓 |
| PEP | PEPSICO INC | $169.37万 | 0.03% | 12,509 | 26 | 0.2% | $3,520 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $170.03万 | 0.03% | 14,403 | 1,303 | 9.9% | $15.38万 | 加仓 |
| SHY | ISHARES TR | $170.39万 | 0.03% | 20,751 | -109 | -0.5% | -$8,950 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $173.15万 | 0.04% | 12,995 | 1,339 | 11.5% | $17.84万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $173.48万 | 0.04% | 16,137 | 501 | 3.2% | $5.39万 | 加仓 |
| NVS | NOVARTIS AG | $174.46万 | 0.04% | 11,132 | -38,857 | -77.7% | -$608.96万 | 减仓 |
| SMMV | ISHARES TR | $176.90万 | 0.04% | 38,423 | 15,703 | 69.1% | $72.30万 | 加仓 |
| BE | BLOOM ENERGY CORP | $177.50万 | 0.04% | 5,864 | -2,557 | -30.4% | -$77.40万 | 减仓 |
| IYG | ISHARES TR | $179.10万 | 0.04% | 19,797 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $179.33万 | 0.04% | 41,570 | 6,429 | 18.3% | $27.73万 | 加仓 |
| SCZ | ISHARES TR | $179.54万 | 0.04% | 21,823 | 1,986 | 10.0% | $16.34万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $179.81万 | 0.04% | 34,659 | -6,916 | -16.6% | -$35.88万 | 减仓 |
| FDL | FIRST TR MORNINGSTAR DIVID L | $180.65万 | 0.04% | 37,124 | 2,961 | 8.7% | $14.41万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $181.81万 | 0.04% | 21,225 | 0 | 0.0% | — | 不变 |
| COWG | PACER FDS TR | $184.81万 | 0.04% | 46,030 | 4,048 | 9.6% | $16.25万 | 加仓 |
| MCHI | ISHARES TR | $185.41万 | 0.04% | 36,333 | 1,994 | 5.8% | $10.18万 | 加仓 |
| TXN | TEXAS INSTRS INC | $185.44万 | 0.04% | 6,221 | -736 | -10.6% | -$21.94万 | 减仓 |
| BOTZ | GLOBAL X FDS | $185.48万 | 0.04% | 48,889 | 5,901 | 13.7% | $22.39万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $185.91万 | 0.04% | 53,407 | 6,318 | 13.4% | $21.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $185.93万 | 0.04% | 10,945 | 10,181 | 1,332.6% | $172.95万 | 加仓 |
| MRK | MERCK CO INC | $186.08万 | 0.04% | 14,481 | -6,273 | -30.2% | -$80.61万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $186.15万 | 0.04% | 73,957 | 857 | 1.2% | $2.16万 | 加仓 |
| STXF | EA SERIES TRUST | $186.34万 | 0.04% | 38,579 | 503 | 1.3% | $2.43万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $187.40万 | 0.04% | 16,049 | 385 | 2.5% | $4.50万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $187.48万 | 0.04% | 41,350 | -45,565 | -52.4% | -$206.59万 | 减仓 |
| COHR | COHERENT CORP | $188.28万 | 0.04% | 4,773 | -6,205 | -56.5% | -$244.77万 | 减仓 |
| GARP | ISHARES TR | $188.49万 | 0.04% | 22,833 | -81 | -0.4% | -$6,687 | 减仓 |
| MUNI | PIMCO ETF TR | $188.83万 | 0.04% | 35,900 | 12,048 | 50.5% | $63.37万 | 加仓 |
| IWF | ISHARES TR | $190.08万 | 0.04% | 15,308 | 204 | 1.4% | $2.53万 | 加仓 |
| BA | BOEING CO | $190.88万 | 0.04% | 8,818 | -193 | -2.1% | -$4.18万 | 减仓 |
| T | AT T INC | $190.90万 | 0.04% | 92,224 | 5,348 | 6.2% | $11.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $191.09万 | 0.04% | 4,805 | 127 | 2.7% | $5.05万 | 加仓 |
| EWJ | ISHARES INC | $191.20万 | 0.04% | 20,500 | 20,142 | 5,626.3% | $187.86万 | 重新持有 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $193.88万 | 0.04% | 70,577 | 4,091 | 6.2% | $11.24万 | 加仓 |
| NOBL | PROSHARES TR | $196.07万 | 0.04% | 34,912 | 1,064 | 3.1% | $5.98万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $196.66万 | 0.04% | 16,856 | 5,125 | 43.7% | $59.79万 | 加仓 |
| PFF | ISHARES TR | $196.86万 | 0.04% | 64,565 | -731 | -1.1% | -$2.23万 | 减仓 |
| AIQ | GLOBAL X FDS | $198.23万 | 0.04% | 30,213 | 2,853 | 10.4% | $18.72万 | 加仓 |
| OKTA | OKTA INC | $199.60万 | 0.04% | 14,628 | 4 | 0.0% | $546 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $201.62万 | 0.04% | 53,752 | 4,287 | 8.7% | $16.08万 | 加仓 |
| FDN | FIRST TR EXCHANGE TRADED FD | $202.56万 | 0.04% | 7,652 | 1,498 | 24.3% | $39.66万 | 加仓 |
| HUBB | HUBBELL INC | $203.52万 | 0.04% | 3,890 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $203.61万 | 0.04% | 61,162 | 47,157 | 336.7% | $156.99万 | 加仓 |
| ENB | ENBRIDGE INC | $203.72万 | 0.04% | 37,580 | 1,231 | 3.4% | $6.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $204.44万 | 0.04% | 6,744 | 387 | 6.1% | $11.73万 | 加仓 |
| KRE | SPDR SER TR | $204.57万 | 0.04% | 27,331 | -1,110 | -3.9% | -$8.31万 | 减仓 |
| DWM | WISDOMTREE TR | $204.75万 | 0.04% | 27,968 | 1,440 | 5.4% | $10.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $207.40万 | 0.04% | 3,162 | 471 | 17.5% | $30.89万 | 加仓 |
| UNP | UNION PAC CORP | $207.64万 | 0.04% | 7,634 | -38 | -0.5% | -$1.03万 | 减仓 |
| DDWM | WISDOMTREE TR | $207.71万 | 0.04% | 44,979 | 588 | 1.3% | $2.72万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $212.13万 | 0.04% | 89,581 | 226 | 0.3% | $5,352 | 加仓 |
| ETN | EATON CORP PLC | $212.25万 | 0.04% | 4,981 | 154 | 3.2% | $6.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $213.77万 | 0.04% | 5,143 | -214 | -4.0% | -$8.90万 | 减仓 |
| SHYG | ISHARES TR | $215.12万 | 0.04% | 50,725 | 2,399 | 5.0% | $10.17万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $216.37万 | 0.04% | 13,083 | -5,163 | -28.3% | -$85.39万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $217.33万 | 0.04% | 59,120 | 3,780 | 6.8% | $13.90万 | 加仓 |
| SLV | ISHARES SILVER TR | $221.81万 | 0.05% | 41,484 | -1,523 | -3.5% | -$8.14万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $223.00万 | 0.05% | 63,280 | 27,316 | 76.0% | $96.26万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $225.17万 | 0.05% | 5,219 | -4,959 | -48.7% | -$213.95万 | 减仓 |
| DGRW | WISDOMTREE TR | $225.96万 | 0.05% | 23,631 | 94 | 0.4% | $8,988 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $228.02万 | 0.05% | 48,157 | -38,405 | -44.4% | -$181.85万 | 减仓 |
| NET | CLOUDFLARE INC | $228.48万 | 0.05% | 9,315 | 77 | 0.8% | $1.89万 | 加仓 |
| ARKW | ARK ETF TR | $229.70万 | 0.05% | 15,857 | 120 | 0.8% | $1.74万 | 加仓 |
| CALF | PACER FDS TR | $229.84万 | 0.05% | 45,413 | 232 | 0.5% | $1.17万 | 加仓 |
| IWD | ISHARES TR | $230.29万 | 0.05% | 9,499 | 199 | 2.1% | $4.82万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $234.09万 | 0.05% | 6,602 | 150 | 2.3% | $5.32万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $235.16万 | 0.05% | 12,702 | 3,918 | 44.6% | $72.54万 | 加仓 |
| KOMP | SPDR SER TR | $235.64万 | 0.05% | 32,956 | 508 | 1.6% | $3.63万 | 加仓 |