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 |
|---|---|---|---|---|---|---|---|---|
| CHAT | TIDAL TR II | $8.02万 | 0.00% | 813 | -109 | -11.8% | -$1.08万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $8.01万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $7.91万 | 0.00% | 3,755 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO EXCHANGE TRADED FD T | $7.90万 | 0.00% | 1,425 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $7.90万 | 0.00% | 798 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $7.89万 | 0.00% | 752 | -40 | -5.1% | -$4,198 | 减仓 |
| MCO | MOODYS CORP | $7.88万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| — | MATTHEWS INTL FDS | $7.88万 | 0.00% | 1,712 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $7.86万 | 0.00% | 1,109 | 1 | 0.1% | $71 | 加仓 |
| MDB | MONGODB INC | $7.86万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $7.84万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $7.81万 | 0.00% | 3,005 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $7.81万 | 0.00% | 5,028 | 5,028 | — | $7.81万 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $7.79万 | 0.00% | 613 | -1,483 | -70.8% | -$18.86万 | 减仓 |
| ECHO | ECHOSTAR CORP | $7.75万 | 0.00% | 764 | 714 | 1,428.0% | $7.25万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $7.73万 | 0.00% | 4,238 | -429 | -9.2% | -$7,829 | 减仓 |
| USFD | US FOODS HLDG CORP | $7.72万 | 0.00% | 755 | 500 | 196.1% | $5.11万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $7.70万 | 0.00% | 4,110 | 0 | 0.0% | — | 不变 |
| ONEY | SPDR SER TR | $7.69万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $7.68万 | 0.00% | 2,125 | 625 | 41.7% | $2.26万 | 加仓 |
| NOG | NORTHERN OIL GAS INC | $7.62万 | 0.00% | 4,200 | -80 | -1.9% | -$1,452 | 减仓 |
| XYZ | BLOCK INC | $7.58万 | 0.00% | 998 | -6,111 | -86.0% | -$46.44万 | 减仓 |
| — | DBX ETF TR | $7.57万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $7.56万 | 0.00% | 1,980 | 597 | 43.2% | $2.28万 | 加仓 |
| NSP | INSPERITY INC | $7.55万 | 0.00% | 1,828 | -250 | -12.0% | -$1.03万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $7.54万 | 0.00% | 3,200 | -375 | -10.5% | -$8,831 | 减仓 |
| GEL | GENESIS ENERGY L P | $7.51万 | 0.00% | 5,300 | -7,855 | -59.7% | -$11.13万 | 减仓 |
| UNM | UNUM GROUP | $7.49万 | 0.00% | 837 | 2 | 0.2% | $179 | 加仓 |
| MEAR | ISHARES U S ETF TR | $7.47万 | 0.00% | 1,483 | 0 | 0.0% | — | 不变 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $7.39万 | 0.00% | 2,102 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $7.35万 | 0.00% | 1,166 | 1 | 0.1% | $63 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $7.35万 | 0.00% | 2,773 | 2,487 | 869.6% | $6.59万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $7.34万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $7.33万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $7.32万 | 0.00% | 1,492 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BK COMM | $7.31万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $7.31万 | 0.00% | 4,043 | 223 | 5.8% | $4,032 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $7.27万 | 0.00% | 3,100 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC | $7.25万 | 0.00% | 728 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $7.24万 | 0.00% | 1,891 | 25 | 1.3% | $958 | 加仓 |
| 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 |
| TEQI | T ROWE PRICE ETF INC | $7.18万 | 0.00% | 1,425 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $7.17万 | 0.00% | 1,615 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $7.15万 | 0.00% | 962 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $7.13万 | 0.00% | 604 | -139 | -18.7% | -$1.64万 | 减仓 |
| ESGD | ISHARES TR | $7.11万 | 0.00% | 691 | 45 | 7.0% | $4,628 | 加仓 |
| — | CION INVT CORP | $7.10万 | 0.00% | 11,392 | 2,590 | 29.4% | $1.61万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $7.05万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| TGTX | TG THERAPEUTICS INC | $6.97万 | 0.00% | 1,269 | -900 | -41.5% | -$4.94万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $6.96万 | 0.00% | 2,120 | 236 | 12.5% | $7,745 | 加仓 |
| — | PIMCO NEW YORK MUN FD II | $6.90万 | 0.00% | 9,732 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD | $6.89万 | 0.00% | 3,794 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $6.79万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| BHP | BHP GROUP LTD | $6.79万 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $6.77万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $6.74万 | 0.00% | 4,275 | -700 | -14.1% | -$1.10万 | 减仓 |
| SDIV | GLOBAL X FDS | $6.74万 | 0.00% | 2,757 | 73 | 2.7% | $1,784 | 加仓 |
| SYBT | STOCK YDS BANCORP INC | $6.73万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $6.71万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $6.70万 | 0.00% | 21,900 | 400 | 1.9% | $1,224 | 加仓 |
| NOW | SERVICENOW INC | $6.69万 | 0.00% | 674 | 495 | 276.5% | $4.91万 | 加仓 |
| OTTR | OTTER TAIL CORP | $6.68万 | 0.00% | 742 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $6.68万 | 0.00% | 1,444 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $6.66万 | 0.00% | 3,076 | 181 | 6.3% | $3,918 | 加仓 |
| SLG | SL GREEN RLTY CORP | $6.66万 | 0.00% | 1,286 | 20 | 1.6% | $1,035 | 加仓 |
| IBB | ISHARES TR | $6.62万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE INC | $6.59万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $6.58万 | 0.00% | 7,012 | -1,590 | -18.5% | -$1.49万 | 减仓 |
| UFO | PROCURE ETF TRUST II | $6.54万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $6.54万 | 0.00% | 4,005 | 3,005 | 300.5% | $4.90万 | 加仓 |
| LIT | GLOBAL X FDS | $6.53万 | 0.00% | 834 | 100 | 13.6% | $7,828 | 加仓 |
| UPST | UPSTART HLDGS INC | $6.53万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.41万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $6.40万 | 0.00% | 22,160 | -12,650 | -36.3% | -$3.66万 | 减仓 |
| MPLX | MPLX LP | $6.39万 | 0.00% | 1,135 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK CO INC | $6.39万 | 0.00% | 1,268 | -600 | -32.1% | -$3.03万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $6.39万 | 0.00% | 1,089 | 1,089 | — | $6.39万 | 新建仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $6.38万 | 0.00% | 1,107 | -75 | -6.3% | -$4,322 | 减仓 |
| LEN | LENNAR CORP | $6.37万 | 0.00% | 704 | 345 | 96.1% | $3.12万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $6.35万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| VNM | VANECK ETF TRUST | $6.31万 | 0.00% | 3,418 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $6.30万 | 0.00% | 1,630 | 0 | 0.0% | — | 不变 |
| SHBI | SHORE BANCSHARES INC | $6.26万 | 0.00% | 2,727 | 0 | 0.0% | — | 不变 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $6.23万 | 0.00% | 875 | 875 | — | $6.23万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $6.22万 | 0.00% | 700 | 50 | 7.7% | $4,443 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $6.17万 | 0.00% | 1,930 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $6.16万 | 0.00% | 1,955 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $6.16万 | 0.00% | 168 | 45 | 36.6% | $1.65万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $6.14万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $6.13万 | 0.00% | 748 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $6.09万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $6.03万 | 0.00% | 4,008 | -5,395 | -57.4% | -$8.11万 | 减仓 |
| NI | NISOURCE INC | $6.01万 | 0.00% | 1,263 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SER TR | $5.92万 | 0.00% | 1,235 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $5.92万 | 0.00% | 665 | -3 | -0.4% | -$267 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5.91万 | 0.00% | 718 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $5.91万 | 0.00% | 131 | -34 | -20.6% | -$1.53万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $5.91万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| TRFK | PACER FDS TR | $5.87万 | 0.00% | 550 | 100 | 22.2% | $1.07万 | 加仓 |