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 |
|---|---|---|---|---|---|---|---|---|
| CQP | CHENIERE ENERGY PARTNERS LP | $14.17万 | 0.00% | 2,325 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $14.08万 | 0.00% | 704 | -50 | -6.6% | -$1.00万 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $14.04万 | 0.00% | 5,060 | 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 |
| MTB | M T BK CORP | $13.85万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $13.85万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| INCM | FRANKLIN TEMPLETON ETF TR | $13.74万 | 0.00% | 4,762 | 2,604 | 120.7% | $7.51万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $13.71万 | 0.00% | 3,175 | 504 | 18.9% | $2.18万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $13.65万 | 0.00% | 1,760 | 1,135 | 181.6% | $8.81万 | 加仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $13.50万 | 0.00% | 16,020 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $13.50万 | 0.00% | 637 | -173 | -21.4% | -$3.67万 | 减仓 |
| VIS | VANGUARD WORLD FD | $13.45万 | 0.00% | 373 | 76 | 25.6% | $2.74万 | 加仓 |
| EMHC | SPDR SER TR | $13.44万 | 0.00% | 5,282 | 3,388 | 178.9% | $8.62万 | 加仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $13.44万 | 0.00% | 5,135 | 208 | 4.2% | $5,443 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.44万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE TRADED FD | $13.43万 | 0.00% | 6,436 | 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 |
| CLX | CLOROX CO DEL | $13.38万 | 0.00% | 1,402 | 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 |
| — | ISHARES TR | $13.33万 | 0.00% | 3,102 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $13.31万 | 0.00% | 2,397 | -153 | -6.0% | -$8,496 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $13.31万 | 0.00% | 6,303 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE TRADED FD | $13.24万 | 0.00% | 534 | 4 | 0.8% | $992 | 加仓 |
| ETR | ENTERGY CORP NEW | $13.23万 | 0.00% | 1,152 | 1 | 0.1% | $115 | 加仓 |
| CTAS | CINTAS CORP | $13.20万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| TGRT | T ROWE PRICE ETF INC | $13.19万 | 0.00% | 2,886 | -4,740 | -62.2% | -$21.67万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $13.19万 | 0.00% | 1,408 | -100 | -6.6% | -$9,366 | 减仓 |
| ES | EVERSOURCE ENERGY | $13.18万 | 0.00% | 1,823 | 1,492 | 450.8% | $10.78万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $13.15万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $13.14万 | 0.00% | 1,432 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLS GROUP INC | $13.14万 | 0.00% | 7,270 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $13.12万 | 0.00% | 447 | -1 | -0.2% | -$294 | 减仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $13.10万 | 0.00% | 2,655 | 98 | 3.8% | $4,835 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $13.05万 | 0.00% | 992 | 31 | 3.2% | $4,079 | 加仓 |
| SBR | SABINE RTY TR | $13.01万 | 0.00% | 1,777 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $12.93万 | 0.00% | 3,396 | 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 |
| EES | WISDOMTREE TR | $12.88万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $12.74万 | 0.00% | 2,200 | 1,100 | 100.0% | $6.37万 | 加仓 |
| SONY | SONY GROUP CORP | $12.73万 | 0.00% | 6,344 | 1,771 | 38.7% | $3.55万 | 加仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $12.66万 | 0.00% | 2,851 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC | $12.58万 | 0.00% | 15,451 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $12.55万 | 0.00% | 2,450 | 2,450 | — | $12.55万 | 新建仓 |
| FXN | FIRST TR EXCHANGE TRADED FD | $12.54万 | 0.00% | 6,200 | 1,000 | 19.2% | $2.02万 | 加仓 |
| — | QORVO INC | $12.46万 | 0.00% | 1,336 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $12.46万 | 0.00% | 48,100 | -500 | -1.0% | -$1,295 | 减仓 |
| IDLV | INVESCO EXCH TRADED FD TR II | $12.42万 | 0.00% | 3,600 | 1,800 | 100.0% | $6.21万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $12.38万 | 0.00% | 2,996 | 153 | 5.4% | $6,324 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $12.21万 | 0.00% | 3,671 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $12.19万 | 0.00% | 834 | -1,370 | -62.2% | -$20.03万 | 减仓 |
| XSSPX | NUVEEN S P 500 DYNAMIC OVERW | $12.15万 | 0.00% | 6,519 | 6,347 | 3,690.1% | $11.83万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $12.09万 | 0.00% | 1,253 | 2 | 0.2% | $193 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $12.04万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $12.00万 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $11.98万 | 0.00% | 1,508 | 273 | 22.1% | $2.17万 | 加仓 |
| ICSH | ISHARES TR | $11.96万 | 0.00% | 2,365 | -22 | -0.9% | -$1,113 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $11.94万 | 0.00% | 3,000 | 1,500 | 100.0% | $5.97万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $11.94万 | 0.00% | 2,284 | 0 | 0.0% | — | 不变 |
| — | TIDAL ETF TR | $11.89万 | 0.00% | 2,349 | 0 | 0.0% | — | 不变 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $11.84万 | 0.00% | 2,150 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $11.76万 | 0.00% | 1,098 | 91 | 9.0% | $9,749 | 加仓 |
| ATO | ATMOS ENERGY CORP | $11.75万 | 0.00% | 682 | 215 | 46.0% | $3.70万 | 加仓 |
| XSD | SPDR SER TR | $11.73万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $11.71万 | 0.00% | 2,304 | 0 | 0.0% | — | 不变 |
| QCRH | QCR HOLDINGS INC | $11.61万 | 0.00% | 1,193 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $11.51万 | 0.00% | 1,232 | 17 | 1.4% | $1,588 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $11.50万 | 0.00% | 1,261 | -14 | -1.1% | -$1,277 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $11.48万 | 0.00% | 4,145 | 618 | 17.5% | $1.71万 | 加仓 |
| ITB | ISHARES TR | $11.47万 | 0.00% | 1,098 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $11.44万 | 0.00% | 2,333 | -179 | -7.1% | -$8,780 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $11.44万 | 0.00% | 1,787 | -2,491 | -58.2% | -$15.95万 | 减仓 |
| DHI | D R HORTON INC | $11.38万 | 0.00% | 699 | 2 | 0.3% | $326 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $11.27万 | 0.00% | 1,645 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $11.26万 | 0.00% | 3,081 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $11.25万 | 0.00% | 2,133 | -254 | -10.6% | -$1.34万 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $11.23万 | 0.00% | 1,042 | 0 | 0.0% | — | 不变 |
| — | TRUST FOR PROFESSIONAL MANAG | $11.19万 | 0.00% | 4,410 | 51 | 1.2% | $1,294 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $11.13万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $11.04万 | 0.00% | 1,460 | 75 | 5.4% | $5,672 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $11.03万 | 0.00% | 2,200 | 1,100 | 100.0% | $5.52万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $10.99万 | 0.00% | 1,534 | -50 | -3.2% | -$3,581 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $10.96万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY | $10.95万 | 0.00% | 5,572 | -2,000 | -26.4% | -$3.93万 | 减仓 |
| USIG | ISHARES TR | $10.94万 | 0.00% | 2,132 | 1,105 | 107.6% | $5.67万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $10.91万 | 0.00% | 1,430 | 1 | 0.1% | $76 | 加仓 |
| KMX | CARMAX INC | $10.88万 | 0.00% | 2,057 | -20 | -1.0% | -$1,058 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $10.77万 | 0.00% | 857 | -38 | -4.2% | -$4,776 | 减仓 |
| QEFA | SPDR INDEX SHS FDS | $10.66万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $10.64万 | 0.00% | 250 | -250 | -50.0% | -$10.64万 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $10.49万 | 0.00% | 4,300 | 4,300 | — | $10.49万 | 新建仓 |
| XYL | XYLEM INC | $10.47万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $10.41万 | 0.00% | 262 | -89 | -25.4% | -$3.54万 | 减仓 |
| — | ISHARES TR | $10.41万 | 0.00% | 1,378 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $10.38万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $10.37万 | 0.00% | 2,712 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $10.36万 | 0.00% | 12,500 | -1,600 | -11.3% | -$1.33万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $10.33万 | 0.00% | 988 | 225 | 29.5% | $2.35万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $10.24万 | 0.00% | 2,027 | 1,025 | 102.3% | $5.18万 | 加仓 |
| TIP | ISHARES TR | $10.22万 | 0.00% | 934 | -17,246 | -94.9% | -$188.76万 | 减仓 |
| P | PURE STORAGE INC | $10.22万 | 0.00% | 1,297 | -85 | -6.2% | -$6,697 | 减仓 |