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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $1.99万 | 0.00% | 823 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $1.99万 | 0.00% | 300 | -12 | -3.8% | -$795 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.99万 | 0.00% | 76 | 50 | 192.3% | $1.31万 | 加仓 |
| COCO | VITA COCO CO INC | $1.98万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $1.98万 | 0.00% | 173 | -2,397 | -93.3% | -$27.37万 | 减仓 |
| SKT | TANGER INC | $1.97万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $1.97万 | 0.00% | 1,350 | 1,300 | 2,600.0% | $1.90万 | 加仓 |
| VOLT | TEMA ETF TRUST | $1.97万 | 0.00% | 470 | 244 | 108.0% | $1.02万 | 加仓 |
| — | SERA PROGNOSTICS INC | $1.97万 | 0.00% | 10,800 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.96万 | 0.00% | 229 | 115 | 100.9% | $9,846 | 加仓 |
| LGLV | SPDR SER TR | $1.96万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $1.95万 | 0.00% | 314 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP SUNOCO FIN CORP | $1.94万 | 0.00% | 288 | 43 | 17.6% | $2,902 | 加仓 |
| MDU | MDU RES GROUP INC | $1.94万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| — | STRATEGY SHS | $1.93万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $1.93万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $1.92万 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S A | $1.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $1.91万 | 0.00% | 536 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.90万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| BKUI | BNY MELLON ETF TRUST | $1.90万 | 0.00% | 382 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.90万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC | $1.89万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $1.89万 | 0.00% | 250 | 250 | — | $1.89万 | 新建仓 |
| STOT | SSGA ACTIVE TR | $1.88万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DEUS | DBX ETF TR | $1.86万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $1.86万 | 0.00% | 471 | -500 | -51.5% | -$1.97万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1.85万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $1.85万 | 0.00% | 548 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $1.85万 | 0.00% | 375 | -125 | -25.0% | -$6,155 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $1.84万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| — | LISTED FD TR | $1.84万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.00% | 476 | 120 | 33.7% | $4,637 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.84万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING LEISURE PPTYS INC | $1.83万 | 0.00% | 411 | 0 | 0.0% | — | 不变 |
| SNEX | STONEX GROUP INC | $1.82万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $1.82万 | 0.00% | 865 | 865 | — | $1.82万 | 新建仓 |
| RQI | COHEN STEERS QUALITY INCOM | $1.80万 | 0.00% | 1,465 | -400 | -21.4% | -$4,924 | 减仓 |
| TRN | TRINITY INDS INC | $1.80万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $1.80万 | 0.00% | 1,613 | -146 | -8.3% | -$1,625 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.79万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $1.79万 | 0.00% | 1,280 | -300 | -19.0% | -$4,191 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1.78万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY CRUMRINE DYNAMIC | $1.77万 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $1.77万 | 0.00% | 3,260 | -600 | -15.5% | -$3,252 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.76万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $1.75万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.74万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $1.74万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| — | OPTICAL CABLE CORP | $1.74万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.72万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY CRUMRINE TOTAL RE | $1.72万 | 0.00% | 1,015 | -250 | -19.8% | -$4,225 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $1.70万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $1.70万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $1.68万 | 0.00% | 20 | 4 | 25.0% | $3,357 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $1.66万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $1.66万 | 0.00% | 190 | -57,078 | -99.7% | -$497.27万 | 减仓 |
| PTIN | PACER FDS TR | $1.65万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER GOLD MINES LT | $1.65万 | 0.00% | 2,600 | 1,300 | 100.0% | $8,242 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.65万 | 0.00% | 1,000 | 1,000 | — | $1.65万 | 新建仓 |
| — | PUTNAM MUN OPPORTUNITIES TR | $1.65万 | 0.00% | 1,563 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $1.63万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL ETF TR | $1.63万 | 0.00% | 591 | 591 | — | $1.63万 | 新建仓 |
| AROC | ARCHROCK INC | $1.63万 | 0.00% | 400 | -7,270 | -94.8% | -$29.60万 | 减仓 |
| FOXA | FOX CORP | $1.62万 | 0.00% | 310 | 173 | 126.3% | $9,024 | 加仓 |
| KD | KYNDRYL HLDGS INC | $1.62万 | 0.00% | 1,429 | 43 | 3.1% | $486 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $1.61万 | 0.00% | 790 | 5 | 0.6% | $102 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1.61万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $1.61万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $1.60万 | 0.00% | 364 | -99 | -21.4% | -$4,354 | 减仓 |
| — | ISHARES TR | $1.60万 | 0.00% | 915 | 1 | 0.1% | $17 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $1.60万 | 0.00% | 392 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1.60万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $1.59万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1.59万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $1.58万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC NEW | $1.58万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| IPKW | INVESCO EXCH TRADED FD TR II | $1.58万 | 0.00% | 280 | 90 | 47.4% | $5,070 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $1.57万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $1.57万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $1.55万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1.55万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| MZTI | LANCASTER COLONY CORP | $1.54万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.54万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $1.54万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $1.53万 | 0.00% | 1,357 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1.53万 | 0.00% | 148 | -26 | -14.9% | -$2,679 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1.53万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| EYE | NATIONAL VISION HLDGS INC | $1.52万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $1.52万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $1.52万 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $1.51万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| TFLR | T ROWE PRICE ETF INC | $1.51万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | SPROTT ETF TRUST | $1.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $1.50万 | 0.00% | 257 | -398 | -60.8% | -$2.33万 | 减仓 |
| — | SKYX PLATFORMS CORP | $1.50万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $1.49万 | 0.00% | 150 | 1 | 0.7% | $99 | 加仓 |
| SAN | BANCO SANTANDER S A | $1.49万 | 0.00% | 1,078 | 85 | 8.6% | $1,173 | 加仓 |
| — | VOYA GLBL ADV PREM OPP FD | $1.49万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| TOLZ | PROSHARES TR | $1.48万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |