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 |
|---|---|---|---|---|---|---|---|---|
| EWA | ISHARES INC | $1.39万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $1.38万 | 0.00% | 429 | 429 | — | $1.38万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.38万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.38万 | 0.00% | 356 | 56 | 18.7% | $2,165 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1.37万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $1.36万 | 0.00% | 500 | -500 | -50.0% | -$1.36万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.34万 | 0.00% | 99 | 25 | 33.8% | $3,387 | 加仓 |
| FDD | FIRST TR STOXX EUROPEAN SELE | $1.34万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | UBS AG LONDON BRANCH | $1.33万 | 0.00% | 885 | 16 | 1.8% | $241 | 加仓 |
| ACWX | ISHARES TR | $1.33万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.32万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $1.32万 | 0.00% | 2,144 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.32万 | 0.00% | 75 | 75 | — | $1.32万 | 新建仓 |
| GEO | GEO GROUP INC NEW | $1.31万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $1.30万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.30万 | 0.00% | 450 | 95 | 26.8% | $2,739 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1.29万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $1.28万 | 0.00% | 397 | -183 | -31.6% | -$5,887 | 重新持有 |
| DXC | DXC TECHNOLOGY CO | $1.28万 | 0.00% | 1,015 | -4 | -0.4% | -$50 | 减仓 |
| SVM | SILVERCORP METALS INC | $1.27万 | 0.00% | 1,180 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.26万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $1.25万 | 0.00% | 691 | 553 | 400.7% | $1.00万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $1.25万 | 0.00% | 144 | 29 | 25.2% | $2,521 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.25万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $1.25万 | 0.00% | 195 | 2 | 1.0% | $128 | 加仓 |
| PTLO | PORTILLOS INC | $1.24万 | 0.00% | 2,350 | -200 | -7.8% | -$1,058 | 减仓 |
| SNEX | STONEX GROUP INC | $1.24万 | 0.00% | 154 | 51 | 49.5% | $4,113 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $1.23万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $1.23万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX FREE INCOM | $1.23万 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| KREF | KKR REAL ESTATE FIN TR INC | $1.22万 | 0.00% | 2,000 | -2,450 | -55.1% | -$1.50万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1.22万 | 0.00% | 127 | -4 | -3.1% | -$384 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.22万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1.22万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $1.21万 | 0.00% | 1,831 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.21万 | 0.00% | 42 | -3 | -6.7% | -$866 | 减仓 |
| NMFC | NEW MTN FIN CORP | $1.21万 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| — | LMP CAP INCOME FD INC | $1.19万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS ETF TR | $1.19万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| USMF | WISDOMTREE TR | $1.19万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.19万 | 0.00% | 200 | -100 | -33.3% | -$5,945 | 减仓 |
| SILJ | AMPLIFY ETF TR | $1.19万 | 0.00% | 400 | 400 | — | $1.19万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.18万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $1.18万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.17万 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1.17万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $1.17万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.15万 | 0.00% | 513 | 9 | 1.8% | $202 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.15万 | 0.00% | 3,145 | 1,845 | 141.9% | $6,753 | 加仓 |
| BAX | BAXTER INTL INC | $1.15万 | 0.00% | 684 | -20 | -2.8% | -$336 | 减仓 |
| — | ELEVATION SERIES TRUST | $1.15万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.15万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| FFBC | FIRST FINL BANCORP OH | $1.14万 | 0.00% | 410 | 330 | 412.5% | $9,201 | 加仓 |
| APH | AMPHENOL CORP NEW | $1.14万 | 0.00% | 90 | -12 | -11.8% | -$1,516 | 减仓 |
| — | NUVEEN VIRGINIA QLTY MUNCPL | $1.13万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | LISTED FD TR | $1.13万 | 0.00% | 318 | -296 | -48.2% | -$1.05万 | 减仓 |
| SEB | SEABOARD CORP DEL | $1.13万 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING CO | $1.13万 | 0.00% | 1,000 | -5,017 | -83.4% | -$5.67万 | 减仓 |
| GHYG | ISHARES INC | $1.13万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY RES TR | $1.13万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $1.13万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MINING CO LTD | $1.12万 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER S A | $1.12万 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.11万 | 0.00% | 2,804 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $1.10万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.09万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $1.09万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.08万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| IPKW | INVESCO EXCH TRADED FD TR II | $1.07万 | 0.00% | 190 | 50 | 35.7% | $2,813 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $1.07万 | 0.00% | 2,308 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.06万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $1.06万 | 0.00% | 1,172 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $1.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $1.05万 | 0.00% | 509 | 509 | — | $1.05万 | 新建仓 |
| PVH | PVH CORPORATION | $1.05万 | 0.00% | 150 | -150 | -50.0% | -$1.05万 | 减仓 |
| FN | FABRINET | $1.04万 | 0.00% | 20 | 7 | 53.8% | $3,650 | 加仓 |
| EVGO | EVGO INC | $1.02万 | 0.00% | 5,950 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.02万 | 0.00% | 215 | -100 | -31.7% | -$4,757 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $1.02万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE TRADED FD | $1.02万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DPG | DUFF PHELPS UTLITY AND INF | $1.01万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $1.01万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $1.01万 | 0.00% | 250 | -6,049 | -96.0% | -$24.42万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $1.01万 | 0.00% | 269 | 19 | 7.6% | $712 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1.01万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $1.00万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $1.00万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $9,988 | 0.00% | 3,580 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $9,963 | 0.00% | 40 | 40 | — | $9,963 | 新建仓 |
| BILZ | PIMCO ETF TR | $9,900 | 0.00% | 98 | 1 | 1.0% | $101 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $9,875 | 0.00% | 461 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $9,861 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $9,841 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $9,812 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| ALKT | ALKAMI TECHNOLOGY INC | $9,747 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $9,742 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| RM | REGIONAL MGMT CORP | $9,675 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $9,648 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $9,590 | 0.00% | 114 | 2 | 1.8% | $168 | 加仓 |