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 |
|---|---|---|---|---|---|---|---|---|
| ACWX | ISHARES TR | $1.48万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $1.47万 | 0.00% | 328 | 200 | 156.2% | $8,990 | 加仓 |
| CERY | SPDR SER TR | $1.46万 | 0.00% | 438 | 438 | — | $1.46万 | 新建仓 |
| BAX | BAXTER INTL INC | $1.46万 | 0.00% | 684 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP | $1.46万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $1.45万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA TECHNOLOGY GRO | $1.43万 | 0.00% | 1,846 | 50 | 2.8% | $387 | 加仓 |
| PTC | PTC INC | $1.42万 | 0.00% | 125 | 125 | — | $1.42万 | 新建仓 |
| AOSL | ALPHA OMEGA SEMICONDUCTOR | $1.42万 | 0.00% | 300 | 300 | — | $1.42万 | 新建仓 |
| EWA | ISHARES INC | $1.41万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1.41万 | 0.00% | 174 | 174 | — | $1.41万 | 新建仓 |
| FTSD | FRANKLIN ETF TR | $1.40万 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $1.40万 | 0.00% | 2,144 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FDD | FIRST TR STOXX EUROPEAN SELE | $1.39万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| FFBC | FIRST FINL BANCORP OH | $1.39万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $1.38万 | 0.00% | 1,700 | 700 | 70.0% | $5,677 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $1.37万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $1.37万 | 0.00% | 713 | -323 | -31.2% | -$6,192 | 减仓 |
| FNB | F N B CORP | $1.34万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $1.34万 | 0.00% | 266 | -304 | -53.3% | -$1.53万 | 减仓 |
| CBRE | CBRE GROUP INC | $1.33万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.33万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $1.33万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.33万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| IBD | NORTHERN LTS FD TR IV | $1.33万 | 0.00% | 558 | -139 | -19.9% | -$3,304 | 减仓 |
| SDCI | USCF ETF TR | $1.32万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | UBS AG LONDON BRANCH | $1.31万 | 0.00% | 910 | 25 | 2.8% | $359 | 加仓 |
| AFDM | FIRST TR EXCH TRADED FD III | $1.31万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $1.30万 | 0.00% | 64 | -38 | -37.3% | -$7,729 | 减仓 |
| NB | NIOCORP DEVS LTD | $1.30万 | 0.00% | 2,700 | 500 | 22.7% | $2,410 | 加仓 |
| CMBS | ISHARES TR | $1.30万 | 0.00% | 267 | -276 | -50.8% | -$1.34万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.30万 | 0.00% | 51 | -96 | -65.3% | -$2.44万 | 减仓 |
| — | FIRST TR S P REIT INDEX FD | $1.29万 | 0.00% | 408 | 204 | 100.0% | $6,466 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1.29万 | 0.00% | 321 | -1,734 | -84.4% | -$6.96万 | 减仓 |
| BDC | BELDEN INC | $1.28万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK AMT QLT MUNI | $1.27万 | 0.00% | 1,189 | 1,189 | — | $1.27万 | 新建仓 |
| BXMT | BLACKSTONE MTG TR INC | $1.27万 | 0.00% | 750 | -200 | -21.1% | -$3,390 | 减仓 |
| EFX | EQUIFAX INC | $1.27万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $1.27万 | 0.00% | 252 | -1,979 | -88.7% | -$9.95万 | 减仓 |
| BXP | BXP INC | $1.26万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.25万 | 0.00% | 522 | 9 | 1.8% | $216 | 加仓 |
| — | LMP CAP INCOME FD INC | $1.25万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $1.25万 | 0.00% | 200 | -150 | -42.9% | -$9,388 | 减仓 |
| WSO | WATSCO INC | $1.25万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1.24万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $1.24万 | 0.00% | 22 | 2 | 10.0% | $1,124 | 加仓 |
| RM | REGIONAL MGMT CORP | $1.24万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $1.23万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| ASB | ASSOCIATED BANC CORP | $1.23万 | 0.00% | 400 | 200 | 100.0% | $6,154 | 重新持有 |
| HIW | HIGHWOODS PPTYS INC | $1.22万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| NXP | NUVEEN SELECT TAX FREE INCOM | $1.22万 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $1.21万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $1.20万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1.20万 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING CO | $1.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.19万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $1.19万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC | $1.19万 | 0.00% | 1,180 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1.19万 | 0.00% | 217 | 16 | 8.0% | $876 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $1.19万 | 0.00% | 3,145 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $1.19万 | 0.00% | 809 | -390 | -32.5% | -$5,716 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $1.18万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION | $1.18万 | 0.00% | 1,444 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS ETF TR | $1.18万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.17万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $1.17万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CERS | CERUS CORP | $1.17万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $1.17万 | 0.00% | 1,074 | 550 | 105.0% | $5,978 | 加仓 |
| DCTH | DELCATH SYS INC | $1.16万 | 0.00% | 923 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.16万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $1.16万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | NUVEEN VIRGINIA QLTY MUNCPL | $1.16万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DNL | WISDOMTREE TR | $1.15万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $1.15万 | 0.00% | 150 | 150 | — | $1.15万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1.15万 | 0.00% | 127 | -67 | -34.5% | -$6,081 | 减仓 |
| AEVA | AEVA TECHNOLOGIES INC | $1.15万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $1.14万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS RESORTS INC | $1.14万 | 0.00% | 799 | 18 | 2.3% | $256 | 加仓 |
| EVGO | EVGO INC | $1.14万 | 0.00% | 5,950 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $1.13万 | 0.00% | 986 | 0 | 0.0% | — | 不变 |
| GHYG | ISHARES INC | $1.13万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $1.13万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.13万 | 0.00% | 864 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ALKT | ALKAMI TECHNOLOGY INC | $1.13万 | 0.00% | 622 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MINING CO LTD | $1.12万 | 0.00% | 739 | 9 | 1.2% | $137 | 加仓 |
| PVH | PVH CORPORATION | $1.11万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP | $1.11万 | 0.00% | 1,553 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $1.11万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1.11万 | 0.00% | 248 | 200 | 416.7% | $8,970 | 加仓 |
| LIF | LIFE360 INC | $1.11万 | 0.00% | 200 | 200 | — | $1.11万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $1.10万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.10万 | 0.00% | 2,854 | 50 | 1.8% | $193 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1.10万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.08万 | 0.00% | 45 | 12 | 36.4% | $2,892 | 加仓 |
| RYN | RAYONIER INC | $1.08万 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP IN | $1.08万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.08万 | 0.00% | 70 | 55 | 366.7% | $8,486 | 加仓 |