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 |
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | $5.84万 | 0.00% | 3,677 | 13 | 0.4% | $206 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5.83万 | 0.00% | 3,363 | 600 | 21.7% | $1.04万 | 加仓 |
| VOX | VANGUARD WORLD FD | $5.83万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $5.83万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $5.80万 | 0.00% | 2,502 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.79万 | 0.00% | 199 | 3 | 1.5% | $873 | 加仓 |
| ALB | ALBEMARLE CORP | $5.78万 | 0.00% | 428 | 5 | 1.2% | $675 | 加仓 |
| — | TRIMTABS ETF TR | $5.78万 | 0.00% | 1,762 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY CRUMRINE PFD SECS | $5.77万 | 0.00% | 3,545 | 500 | 16.4% | $8,140 | 加仓 |
| GPN | GLOBAL PMTS INC | $5.77万 | 0.00% | 795 | 30 | 3.9% | $2,177 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $5.76万 | 0.00% | 1,254 | -159 | -11.3% | -$7,305 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $5.76万 | 0.00% | 369 | 200 | 118.3% | $3.12万 | 加仓 |
| HOMB | HOME BANCSHARES INC | $5.71万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5.64万 | 0.00% | 1,281 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $5.63万 | 0.00% | 823 | 6 | 0.7% | $411 | 加仓 |
| IRS | IRSA INVERSIONES Y REP S A | $5.59万 | 0.00% | 3,620 | 3,620 | — | $5.59万 | 新建仓 |
| BUFF | INNOVATOR ETFS TRUST | $5.57万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $5.57万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $5.56万 | 0.00% | 67 | 3 | 4.7% | $2,490 | 加仓 |
| TLTW | ISHARES TR | $5.54万 | 0.00% | 2,481 | 11 | 0.4% | $246 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $5.54万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $5.54万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $5.50万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS FRAGRA | $5.49万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| XME | SPDR SER TR | $5.49万 | 0.00% | 513 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $5.49万 | 0.00% | 805 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR | $5.46万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $5.45万 | 0.00% | 1,317 | -1,136 | -46.3% | -$4.70万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $5.43万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE TRADED FD | $5.41万 | 0.00% | 2,871 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $5.41万 | 0.00% | 804 | -20 | -2.4% | -$1,345 | 减仓 |
| — | COLUMBIA ETF TR II | $5.37万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $5.37万 | 0.00% | 925 | 9 | 1.0% | $522 | 加仓 |
| SNN | SMITH NEPHEW PLC | $5.36万 | 0.00% | 1,861 | -1,298 | -41.1% | -$3.74万 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $5.36万 | 0.00% | 13,399 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $5.31万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $5.31万 | 0.00% | 514 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $5.29万 | 0.00% | 695 | 264 | 61.3% | $2.01万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $5.28万 | 0.00% | 1,656 | 454 | 37.8% | $1.45万 | 加仓 |
| — | THEMES ETF TR | $5.27万 | 0.00% | 1,480 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.25万 | 0.00% | 1,750 | -1,000 | -36.4% | -$3.00万 | 减仓 |
| QQQE | DIREXION SHS ETF TR | $5.23万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $5.23万 | 0.00% | 1,971 | -7,746 | -79.7% | -$20.57万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $5.21万 | 0.00% | 816 | -1,921 | -70.2% | -$12.27万 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $5.19万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $5.19万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP | $5.19万 | 0.00% | 135 | 135 | — | $5.19万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM MINI TR E | $5.19万 | 0.00% | 3,450 | 0 | 0.0% | — | 不变 |
| TMAT | NORTHERN LTS FD TR IV | $5.18万 | 0.00% | 1,647 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.17万 | 0.00% | 354 | 71 | 25.1% | $1.04万 | 加仓 |
| — | LISTED FD TR | $5.15万 | 0.00% | 2,975 | 2,975 | — | $5.15万 | 新建仓 |
| MGY | MAGNOLIA OIL GAS CORP | $5.12万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5.11万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $5.11万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $5.11万 | 0.00% | 673 | -99 | -12.8% | -$7,510 | 减仓 |
| RS | RELIANCE INC | $5.08万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| OMF | ONEMAIN HLDGS INC | $5.06万 | 0.00% | 830 | -160 | -16.2% | -$9,755 | 减仓 |
| IBRX | IMMUNITYBIO INC | $5.04万 | 0.00% | 5,754 | 0 | 0.0% | — | 不变 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $5.02万 | 0.00% | 1,790 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5.02万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| FLTB | FIDELITY MERRIMACK STR TR | $5.01万 | 0.00% | 1,000 | 1,000 | — | $5.01万 | 新建仓 |
| — | ISHARES TR | $5.01万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $5.01万 | 0.00% | 545 | -1,101 | -66.9% | -$10.11万 | 减仓 |
| — | GLOBAL X FDS | $5.00万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| RH | RH | $4.97万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| NGVC | NATURAL GROCERS BY VITAMIN C | $4.96万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $4.95万 | 0.00% | 2,140 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $4.91万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $4.91万 | 0.00% | 350 | -60 | -14.6% | -$8,414 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $4.87万 | 0.00% | 1,066 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $4.86万 | 0.00% | 1,056 | -125 | -10.6% | -$5,750 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $4.85万 | 0.00% | 1,420 | 250 | 21.4% | $8,545 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC MD | $4.85万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.85万 | 0.00% | 1,186 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $4.85万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4.83万 | 0.00% | 3,775 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SER TR | $4.80万 | 0.00% | 311 | -13,022 | -97.7% | -$200.88万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $4.79万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $4.77万 | 0.00% | 597 | 6 | 1.0% | $479 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $4.76万 | 0.00% | 503 | 359 | 249.3% | $3.40万 | 加仓 |
| ESGE | ISHARES INC | $4.75万 | 0.00% | 869 | 2 | 0.2% | $109 | 加仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $4.71万 | 0.00% | 999 | 4 | 0.4% | $189 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $4.71万 | 0.00% | 1,741 | 966 | 124.6% | $2.61万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $4.70万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $4.70万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $4.69万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SER TR | $4.68万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CNEQ | THE ALGER ETF TRUST | $4.68万 | 0.00% | 1,133 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $4.67万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT SWIFT TRANSN HLDGS IN | $4.67万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $4.66万 | 0.00% | 886 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4.66万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $4.66万 | 0.00% | 1,036 | 850 | 457.0% | $3.82万 | 加仓 |
| PEO | ADAM NAT RES FD INC | $4.65万 | 0.00% | 1,882 | 6 | 0.3% | $148 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.65万 | 0.00% | 861 | 84 | 10.8% | $4,539 | 加仓 |
| GROY | GOLD ROYALTY CORP | $4.64万 | 0.00% | 16,800 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $4.63万 | 0.00% | 2,109 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $4.61万 | 0.00% | 2,200 | 2,200 | — | $4.61万 | 新建仓 |
| LEA | LEAR CORP | $4.60万 | 0.00% | 343 | 2 | 0.6% | $268 | 加仓 |
| RL | RALPH LAUREN CORP | $4.58万 | 0.00% | 114 | 3 | 2.7% | $1,204 | 加仓 |