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 |
|---|---|---|---|---|---|---|---|---|
| STNE | STONECO LTD | $6,862 | 0.00% | 633 | 233 | 58.2% | $2,526 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $6,845 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $6,777 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $6,775 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDUSTRIES | $6,765 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $6,715 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $6,714 | 0.00% | 280 | -400 | -58.8% | -$9,591 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6,669 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC | $6,666 | 0.00% | 1,013 | 500 | 97.5% | $3,290 | 加仓 |
| HLN | HALEON PLC | $6,655 | 0.00% | 713 | 8 | 1.1% | $75 | 加仓 |
| — | DOMO INC | $6,626 | 0.00% | 2,117 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $6,500 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $6,494 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $6,483 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $6,463 | 0.00% | 291 | -400 | -57.9% | -$8,884 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $6,443 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $6,436 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $6,420 | 0.00% | 503 | 4 | 0.8% | $51 | 加仓 |
| IVZ | INVESCO LTD | $6,413 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $6,385 | 0.00% | 276 | -353 | -56.1% | -$8,166 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $6,383 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $6,350 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $6,349 | 0.00% | 155 | 155 | — | $6,349 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $6,332 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $6,330 | 0.00% | 36 | -25 | -41.0% | -$4,396 | 减仓 |
| SGML | SIGMA LITHIUM CORPORATION | $6,325 | 0.00% | 500 | 200 | 66.7% | $2,530 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $6,307 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC T | $6,260 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $6,252 | 0.00% | 100 | 100 | — | $6,252 | 新建仓 |
| MBC | MASTERBRAND INC | $6,215 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $6,194 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $6,149 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $6,144 | 0.00% | 4,915 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $6,122 | 0.00% | 23 | -18 | -43.9% | -$4,791 | 减仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $6,122 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $6,112 | 0.00% | 193 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $6,104 | 0.00% | 34 | -72 | -67.9% | -$1.29万 | 减仓 |
| EMHY | ISHARES INC | $6,101 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC NEW | $6,073 | 0.00% | 459 | -66 | -12.6% | -$873 | 减仓 |
| KVUE | KENVUE INC | $6,039 | 0.00% | 316 | 0 | 0.0% | — | 不变 |
| — | INVESCO GALAXY ETHEREUM ETF | $5,986 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $5,935 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | COLLABORATIVE INVESTMNT SER | $5,933 | 0.00% | 150 | -100 | -40.0% | -$3,955 | 减仓 |
| IXJ | ISHARES TR | $5,903 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $5,896 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $5,883 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $5,853 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE TRADED FD | $5,825 | 0.00% | 95 | 30 | 46.2% | $1,839 | 加仓 |
| — | AG MTG INVT TR INC | $5,797 | 0.00% | 732 | 366 | 100.0% | $2,898 | 加仓 |
| NTRS | NORTHERN TR CORP | $5,737 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $5,732 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $5,710 | 0.00% | 163 | -6,000 | -97.4% | -$21.02万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $5,707 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,706 | 0.00% | 15 | 15 | — | $5,706 | 新建仓 |
| SFL | SFL CORPORATION LTD | $5,681 | 0.00% | 557 | 0 | 0.0% | — | 不变 |
| CVLC | MORGAN STANLEY ETF TRUST | $5,668 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SFY | TIDAL ETF TR | $5,657 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN | $5,656 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $5,597 | 0.00% | 166 | 1 | 0.6% | $34 | 加仓 |
| KEX | KIRBY CORP | $5,575 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $5,543 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| — | WSTRN AST GLBL CORP OPP FD I | $5,526 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5,516 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $5,496 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ENERGY RES TR | $5,483 | 0.00% | 370 | -280 | -43.1% | -$4,149 | 减仓 |
| GWW | GRAINGER W W INC | $5,442 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $5,399 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $5,334 | 0.00% | 140 | -478 | -77.3% | -$1.82万 | 减仓 |
| ONON | ON HLDG AG | $5,313 | 0.00% | 150 | 75 | 100.0% | $2,656 | 加仓 |
| CLDT | CHATHAM LODGING TR | $5,292 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $5,250 | 0.00% | 855 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $5,225 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $5,208 | 0.00% | 186 | 4 | 2.2% | $112 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $5,205 | 0.00% | 109 | 91 | 505.6% | $4,345 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $5,198 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $5,185 | 0.00% | 24 | 19 | 380.0% | $4,105 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5,150 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SFLO | VICTORY PORTFOLIOS II | $5,130 | 0.00% | 150 | 150 | — | $5,130 | 新建仓 |
| NXT | NEXTRACKER INC | $5,123 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $5,089 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H R INC | $5,065 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK CO INC | $5,050 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $5,037 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BHE | BENCHMARK ELECTRS INC | $5,032 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $5,016 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $4,970 | 0.00% | 150 | 150 | — | $4,970 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $4,954 | 0.00% | 94 | 47 | 100.0% | $2,477 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $4,948 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| GEM | GOLDMAN SACHS ETF TR | $4,940 | 0.00% | 95 | 95 | — | $4,940 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $4,935 | 0.00% | 177 | 177 | — | $4,935 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,921 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $4,915 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $4,890 | 0.00% | 107 | 107 | — | $4,890 | 新建仓 |
| FATE | FATE THERAPEUTICS INC | $4,860 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $4,847 | 0.00% | 64 | 3 | 4.9% | $227 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $4,835 | 0.00% | 34 | -48 | -58.5% | -$6,826 | 减仓 |
| TDF | TEMPLETON DRAGON FD INC | $4,824 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4,802 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $4,785 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $4,775 | 0.00% | 119 | 0 | 0.0% | — | 不变 |