Geneos Wealth Management Inc.
ENGLEWOOD CO · SEC CIK 0001764754
$43.10亿2026Q1 申报市值
2,465持仓数
19.0%前十大占比 · 第一大 3.1%
111 / 94新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
USMV 加仓+$5,283.97万
ITOT 加仓+$5,248.63万
SPY 加仓+$3,337.34万
VNLA 加仓+$2,934.10万
NSC 加仓+$1,575.84万
2026Q1 卖出最多 按季末市值估算
CGGR 减仓-$2,598.09万
CGDV 减仓-$1,395.33万
MS 减仓-$1,136.20万
IGEB 减仓-$1,032.73万
AZN 清仓-$752.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RA | BROOKFIELD REAL ASSETS INCOM | $2.44万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2.44万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $2.44万 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $2.43万 | 0.00% | 460 | 300 | 187.5% | $1.58万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $2.40万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.40万 | 0.00% | 616 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $2.39万 | 0.00% | 1,580 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $2.39万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $2.38万 | 0.00% | 1,027 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $2.36万 | 0.00% | 618 | -200 | -24.4% | -$7,642 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $2.35万 | 0.00% | 1,500 | -1,180 | -44.0% | -$1.85万 | 减仓 |
| USFD | US FOODS HLDG CORP | $2.35万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| — | FIRST TR MULTI CP VAL ALPHA | $2.33万 | 0.00% | 246 | -64 | -20.6% | -$6,051 | 减仓 |
| AGI | ALAMOS GOLD INC NEW | $2.31万 | 0.00% | 520 | 420 | 420.0% | $1.87万 | 加仓 |
| MSM | MSC INDL DIRECT INC | $2.31万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $2.30万 | 0.00% | 331 | 57 | 20.8% | $3,953 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $2.27万 | 0.00% | 3,308 | 2,517 | 318.2% | $1.73万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $2.27万 | 0.00% | 853 | -44 | -4.9% | -$1,171 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.27万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $2.27万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $2.26万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC | $2.26万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE TRADED FD | $2.25万 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2.25万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RQI | COHEN STEERS QUALITY INCOM | $2.25万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $2.24万 | 0.00% | 818 | 356 | 77.1% | $9,754 | 加仓 |
| — | HENNESSY FDS TR | $2.23万 | 0.00% | 656 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2.23万 | 0.00% | 775 | -2,550 | -76.7% | -$7.32万 | 减仓 |
| SNOW | SNOWFLAKE INC | $2.22万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| — | SERA PROGNOSTICS INC | $2.19万 | 0.00% | 10,800 | 3,000 | 38.5% | $6,090 | 加仓 |
| ACHR | ARCHER AVIATION INC | $2.18万 | 0.00% | 4,225 | 915 | 27.6% | $4,730 | 加仓 |
| TOL | TOLL BROTHERS INC | $2.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.18万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $2.17万 | 0.00% | 233 | -317 | -57.6% | -$2.96万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $2.17万 | 0.00% | 6,000 | 6,000 | — | $2.17万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $2.16万 | 0.00% | 203 | 2 | 1.0% | $213 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $2.15万 | 0.00% | 492 | 492 | — | $2.15万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $2.14万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $2.14万 | 0.00% | 400 | -25 | -5.9% | -$1,339 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $2.14万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $2.13万 | 0.00% | 661 | 0 | 0.0% | — | 不变 |
| HCSG | HEALTHCARE SVCS GROUP INC | $2.12万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $2.11万 | 0.00% | 103 | 103 | — | $2.11万 | 新建仓 |
| NVT | NVENT ELECTRIC PLC | $2.11万 | 0.00% | 178 | 64 | 56.1% | $7,584 | 加仓 |
| — | FLAHERTY CRUMRINE TOTAL RE | $2.10万 | 0.00% | 1,265 | 250 | 24.6% | $4,150 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $2.10万 | 0.00% | 116 | -16 | -12.1% | -$2,893 | 减仓 |
| AVAV | AEROVIRONMENT INC | $2.09万 | 0.00% | 114 | 50 | 78.1% | $9,153 | 加仓 |
| FSM | FORTUNA MNG CORP | $2.09万 | 0.00% | 2,100 | -2,000 | -48.8% | -$1.99万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $2.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $2.07万 | 0.00% | 800 | -200 | -20.0% | -$5,180 | 减仓 |
| FXD | FIRST TR EXCHANGE TRADED FD | $2.06万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $2.06万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| HL | HECLA MNG CO | $2.05万 | 0.00% | 1,101 | 600 | 119.8% | $1.12万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $2.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SER TR | $2.04万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $2.04万 | 0.00% | 1,357 | 481 | 54.9% | $7,215 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $2.03万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRAST PARTNERS | $2.03万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $2.03万 | 0.00% | 1,759 | -35 | -2.0% | -$403 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.02万 | 0.00% | 670 | 78 | 13.2% | $2,357 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.02万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $2.02万 | 0.00% | 250 | 250 | — | $2.02万 | 新建仓 |
| — | EATON VANCE RISK MANAGED DIV | $2.02万 | 0.00% | 2,475 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PALLADIUM ETF TRUST | $2.02万 | 0.00% | 150 | -2,830 | -95.0% | -$38.12万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2.02万 | 0.00% | 251 | -25 | -9.1% | -$2,010 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $2.01万 | 0.00% | 106 | -28 | -20.9% | -$5,313 | 减仓 |
| VAW | VANGUARD WORLD FD | $2.01万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $2.00万 | 0.00% | 463 | -22 | -4.5% | -$950 | 减仓 |
| IBDR | ISHARES TR | $2.00万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $1.99万 | 0.00% | 337 | 300 | 810.8% | $1.78万 | 加仓 |
| — | LEGG MASON ETF INVT | $1.98万 | 0.00% | 450 | 3 | 0.7% | $132 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $1.97万 | 0.00% | 211 | -14 | -6.2% | -$1,309 | 减仓 |
| — | PACER FDS TR | $1.97万 | 0.00% | 1,036 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $1.96万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $1.96万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $1.96万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.95万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1.95万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $1.95万 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| LGLV | SPDR SER TR | $1.92万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.92万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $1.91万 | 0.00% | 289 | 41 | 16.5% | $2,711 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $1.91万 | 0.00% | 90 | -126 | -58.3% | -$2.67万 | 减仓 |
| CC | CHEMOURS CO | $1.90万 | 0.00% | 864 | -1,097 | -55.9% | -$2.42万 | 减仓 |
| BKUI | BNY MELLON ETF TRUST | $1.90万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $1.90万 | 0.00% | 1,110 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $1.90万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $1.90万 | 0.00% | 1,268 | 1,268 | — | $1.90万 | 新建仓 |
| MDU | MDU RES GROUP INC | $1.90万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1.89万 | 0.00% | 500 | -350 | -41.2% | -$1.32万 | 减仓 |
| STOT | SSGA ACTIVE TR | $1.89万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N V | $1.88万 | 0.00% | 722 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1.88万 | 0.00% | 102 | -2 | -1.9% | -$369 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $1.88万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $1.88万 | 0.00% | 1,000 | -200 | -16.7% | -$3,754 | 减仓 |
| NOW | SERVICENOW INC | $1.87万 | 0.00% | 179 | 59 | 49.2% | $6,168 | 加仓 |
| MZTI | LANCASTER COLONY CORP | $1.87万 | 0.00% | 135 | 135 | — | $1.87万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.86万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.86万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $1.86万 | 0.00% | 300 | -100 | -25.0% | -$6,192 | 减仓 |