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 |
|---|---|---|---|---|---|---|---|---|
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.74万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $1.75万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.76万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $1.77万 | 0.00% | 3,260 | -600 | -15.5% | -$3,252 | 减仓 |
| — | FLAHERTY CRUMRINE DYNAMIC | $1.77万 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $1.78万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $1.79万 | 0.00% | 1,280 | -300 | -19.0% | -$4,191 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.79万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $1.80万 | 0.00% | 1,613 | -146 | -8.3% | -$1,625 | 减仓 |
| TRN | TRINITY INDS INC | $1.80万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| RQI | COHEN STEERS QUALITY INCOM | $1.80万 | 0.00% | 1,465 | -400 | -21.4% | -$4,924 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $1.82万 | 0.00% | 865 | 865 | — | $1.82万 | 新建仓 |
| SNEX | STONEX GROUP INC | $1.82万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING LEISURE PPTYS INC | $1.83万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.84万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.00% | 476 | 120 | 33.7% | $4,637 | 加仓 |
| — | LISTED FD TR | $1.84万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $1.84万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1.85万 | 0.00% | 375 | -125 | -25.0% | -$6,155 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $1.85万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1.85万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $1.86万 | 0.00% | 471 | -500 | -51.5% | -$1.97万 | 减仓 |
| DEUS | DBX ETF TR | $1.86万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| STOT | SSGA ACTIVE TR | $1.88万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $1.89万 | 0.00% | 250 | 250 | — | $1.89万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC | $1.89万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.90万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| BKUI | BNY MELLON ETF TRUST | $1.90万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.90万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $1.91万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S A | $1.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $1.92万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $1.93万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $1.93万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $1.94万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP SUNOCO FIN CORP | $1.94万 | 0.00% | 288 | 43 | 17.6% | $2,902 | 加仓 |
| IAT | ISHARES TR | $1.95万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SER TR | $1.96万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.96万 | 0.00% | 229 | 115 | 100.9% | $9,846 | 加仓 |
| — | SERA PROGNOSTICS INC | $1.97万 | 0.00% | 10,800 | 0 | 0.0% | — | 不变 |
| VOLT | TEMA ETF TRUST | $1.97万 | 0.00% | 470 | 244 | 108.0% | $1.02万 | 加仓 |
| LYFT | LYFT INC | $1.97万 | 0.00% | 1,350 | 1,300 | 2,600.0% | $1.90万 | 加仓 |
| SKT | TANGER INC | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.98万 | 0.00% | 173 | -2,397 | -93.3% | -$27.37万 | 减仓 |
| COCO | VITA COCO CO INC | $1.98万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.99万 | 0.00% | 76 | 50 | 192.3% | $1.31万 | 加仓 |
| TRP | TC ENERGY CORP | $1.99万 | 0.00% | 300 | -12 | -3.8% | -$795 | 减仓 |
| IBDR | ISHARES TR | $1.99万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $2.00万 | 0.00% | 99 | 25 | 33.8% | $5,040 | 加仓 |
| ACHR | ARCHER AVIATION INC | $2.00万 | 0.00% | 4,225 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SER TR | $2.01万 | 0.00% | 294 | 294 | — | $2.01万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $2.01万 | 0.00% | 2,255 | -3,130 | -58.1% | -$2.79万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.02万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $2.02万 | 0.00% | 160 | -80 | -33.3% | -$1.01万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $2.03万 | 0.00% | 204 | -386 | -65.4% | -$3.84万 | 减仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $2.03万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $2.04万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $2.04万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $2.04万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK MANAGED DIV | $2.05万 | 0.00% | 2,475 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $2.05万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $2.06万 | 0.00% | 474 | 26 | 5.8% | $1,129 | 加仓 |
| STLA | STELLANTIS N V | $2.07万 | 0.00% | 3,605 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $2.07万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $2.07万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $2.07万 | 0.00% | 800 | 400 | 100.0% | $1.04万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $2.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $2.09万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY ETF TRUST | $2.09万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $2.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV HIGH INCOME F | $2.10万 | 0.00% | 1,540 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $2.11万 | 0.00% | 9,200 | 3,200 | 53.3% | $7,328 | 加仓 |
| KTOS | KRATOS DEFENSE SEC SOLUTIO | $2.11万 | 0.00% | 423 | -227 | -34.9% | -$1.13万 | 减仓 |
| ARGT | GLOBAL X FDS | $2.13万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| FCG | FIRST TR EXCHANGE TRADED FD | $2.13万 | 0.00% | 800 | -600 | -42.9% | -$1.60万 | 减仓 |
| OC | OWENS CORNING NEW | $2.13万 | 0.00% | 134 | 1 | 0.8% | $159 | 加仓 |
| WAB | WABTEC | $2.13万 | 0.00% | 79 | 3 | 3.9% | $809 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $2.14万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP | $2.14万 | 0.00% | 858 | -300 | -25.9% | -$7,491 | 减仓 |
| ELF | E L F BEAUTY INC | $2.15万 | 0.00% | 291 | 36 | 14.1% | $2,664 | 加仓 |
| — | ELECTRONIC ARTS INC | $2.16万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $2.18万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $2.21万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $2.22万 | 0.00% | 2,930 | 600 | 25.8% | $4,536 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $2.22万 | 0.00% | 300 | 50 | 20.0% | $3,702 | 加仓 |
| UPRO | PROSHARES TR | $2.23万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $2.23万 | 0.00% | 4,700 | 2,350 | 100.0% | $1.11万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $2.24万 | 0.00% | 828 | -25 | -2.9% | -$675 | 减仓 |
| ARKX | ARK ETF TR | $2.25万 | 0.00% | 660 | 149 | 29.2% | $5,084 | 加仓 |
| — | ARCOSA INC | $2.25万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $2.26万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SER TR | $2.26万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N V | $2.27万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| AGNT | EXP WORLD HLDGS INC | $2.27万 | 0.00% | 4,200 | -1,840 | -30.5% | -$9,954 | 减仓 |
| — | WISDOMTREE BITCOIN FD | $2.28万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE TRADED FD | $2.28万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $2.28万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $2.30万 | 0.00% | 845 | 27 | 3.3% | $734 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2.30万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |