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 |
|---|---|---|---|---|---|---|---|---|
| FFEB | FIRST TR EXCHNG TRADED FD VI | $4.57万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $4.56万 | 0.00% | 874 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $4.53万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.50万 | 0.00% | 1,300 | 650 | 100.0% | $2.25万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $4.49万 | 0.00% | 4,042 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4.44万 | 0.00% | 334 | -2 | -0.6% | -$266 | 减仓 |
| CBL | CBL ASSOC PPTYS INC | $4.43万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4.42万 | 0.00% | 587 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $4.41万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| TGRW | T ROWE PRICE ETF INC | $4.39万 | 0.00% | 920 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $4.37万 | 0.00% | 308 | 47 | 18.0% | $6,669 | 加仓 |
| NGG | NATIONAL GRID PLC | $4.36万 | 0.00% | 526 | 122 | 30.2% | $1.01万 | 加仓 |
| SMOT | VANECK ETF TRUST | $4.33万 | 0.00% | 1,115 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $4.30万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4.29万 | 0.00% | 193 | 10 | 5.5% | $2,224 | 加仓 |
| EBAY | EBAY INC | $4.28万 | 0.00% | 383 | 0 | 0.0% | — | 不变 |
| VFMV | VANGUARD WELLINGTON FD | $4.27万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $4.25万 | 0.00% | 707 | 707 | — | $4.25万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $4.22万 | 0.00% | 92 | -25 | -21.4% | -$1.15万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $4.21万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $4.19万 | 0.00% | 1,500 | 1,500 | — | $4.19万 | 新建仓 |
| CCI | CROWN CASTLE INC | $4.17万 | 0.00% | 551 | -66 | -10.7% | -$4,998 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $4.16万 | 0.00% | 2,515 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $4.15万 | 0.00% | 1,126 | -222 | -16.5% | -$8,185 | 减仓 |
| SKOR | FLEXSHARES TR | $4.13万 | 0.00% | 851 | -891 | -51.1% | -$4.32万 | 减仓 |
| BRNY | EA SERIES TRUST | $4.13万 | 0.00% | 709 | 709 | — | $4.13万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $4.12万 | 0.00% | 1,686 | 1,281 | 316.3% | $3.13万 | 加仓 |
| BIZD | VANECK ETF TRUST | $4.12万 | 0.00% | 3,254 | 0 | 0.0% | — | 不变 |
| GFLW | VICTORY PORTFOLIOS II | $4.11万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $4.08万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $4.08万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| USSG | DBX ETF TR | $4.07万 | 0.00% | 586 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $4.05万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC | $4.05万 | 0.00% | 3,798 | 250 | 7.0% | $2,665 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4.05万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $4.05万 | 0.00% | 7,100 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $4.04万 | 0.00% | 642 | -81 | -11.2% | -$5,099 | 减仓 |
| NU | NU HLDGS LTD | $4.03万 | 0.00% | 3,020 | -15,093 | -83.3% | -$20.16万 | 减仓 |
| — | VANECK ETF TRUST | $4.02万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $4.02万 | 0.00% | 790 | -660 | -45.5% | -$3.36万 | 减仓 |
| WTPI | WISDOMTREE TR | $4.02万 | 0.00% | 1,225 | 667 | 119.5% | $2.19万 | 加仓 |
| NUDM | NUSHARES ETF TR | $4.00万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $3.99万 | 0.00% | 585 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $3.98万 | 0.00% | 106 | -75 | -41.4% | -$2.81万 | 减仓 |
| AI | C3 AI INC | $3.98万 | 0.00% | 4,373 | 0 | 0.0% | — | 不变 |
| POWW | AMMO INC | $3.97万 | 0.00% | 17,400 | -4,900 | -22.0% | -$1.12万 | 减仓 |
| — | PACER FDS TR | $3.96万 | 0.00% | 1,065 | 0 | 0.0% | — | 不变 |
| — | FUNDX INVT TR | $3.96万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IGLD | FIRST TR EXCHANGE TRADED FD | $3.96万 | 0.00% | 1,878 | -800 | -29.9% | -$1.68万 | 减仓 |
| VVV | VALVOLINE INC | $3.95万 | 0.00% | 1,000 | -804 | -44.6% | -$3.18万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES N | $3.94万 | 0.00% | 748 | 50 | 7.2% | $2,632 | 加仓 |
| PBUS | INVESCO EXCH TRADED FD TR II | $3.94万 | 0.00% | 526 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $3.93万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $3.91万 | 0.00% | 900 | 900 | — | $3.91万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $3.91万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| WSBC | WESBANCO INC | $3.90万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BKIE | BNY MELLON ETF TRUST | $3.89万 | 0.00% | 387 | 52 | 15.5% | $5,231 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $3.88万 | 0.00% | 1,761 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $3.87万 | 0.00% | 1,630 | -300 | -15.5% | -$7,131 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $3.87万 | 0.00% | 1,582 | 4 | 0.3% | $98 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $3.87万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $3.86万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| IMVT | IMMUNOVANT INC | $3.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $3.84万 | 0.00% | 1,664 | -296 | -15.1% | -$6,823 | 减仓 |
| — | RGC RES INC | $3.83万 | 0.00% | 1,602 | 0 | 0.0% | — | 不变 |
| JSML | JANUS DETROIT STR TR | $3.82万 | 0.00% | 410 | -188 | -31.4% | -$1.75万 | 减仓 |
| — | EA SERIES TRUST | $3.79万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $3.78万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.78万 | 0.00% | 623 | -13,954 | -95.7% | -$84.67万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $3.78万 | 0.00% | 1,130 | -1,510 | -57.2% | -$5.05万 | 减仓 |
| VMC | VULCAN MATLS CO | $3.78万 | 0.00% | 128 | 2 | 1.6% | $590 | 加仓 |
| ILTB | ISHARES TR | $3.77万 | 0.00% | 766 | -796 | -51.0% | -$3.92万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $3.76万 | 0.00% | 860 | 591 | 219.7% | $2.59万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $3.76万 | 0.00% | 1,468 | 200 | 15.8% | $5,118 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $3.76万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $3.75万 | 0.00% | 3,195 | 0 | 0.0% | — | 不变 |
| IMTB | ISHARES TR | $3.75万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE ETF INC | $3.73万 | 0.00% | 850 | 850 | — | $3.73万 | 新建仓 |
| FDM | FIRST TR DOW JONES SELECT MI | $3.72万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $3.72万 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $3.71万 | 0.00% | 3,512 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $3.71万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3.71万 | 0.00% | 2,530 | -844 | -25.0% | -$1.24万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $3.71万 | 0.00% | 1,510 | 755 | 100.0% | $1.85万 | 加仓 |
| SNPS | SYNOPSYS INC | $3.70万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $3.69万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $3.69万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $3.69万 | 0.00% | 3,700 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $3.67万 | 0.00% | 880 | 0 | 0.0% | — | 不变 |
| XRT | SPDR SER TR | $3.67万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $3.66万 | 0.00% | 2,000 | -1,250 | -38.5% | -$2.29万 | 减仓 |
| EQIX | EQUINIX INC | $3.65万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $3.65万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $3.64万 | 0.00% | 718 | -1,004 | -58.3% | -$5.09万 | 减仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $3.63万 | 0.00% | 3,133 | 0 | 0.0% | — | 不变 |
| — | TRIMTABS ETF TR | $3.59万 | 0.00% | 1,858 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $3.58万 | 0.00% | 955 | 0 | 0.0% | — | 不变 |
| ECOW | PACER FDS TR | $3.58万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $3.58万 | 0.00% | 778 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $3.57万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |