13F 机构持仓

Geneos Wealth Management Inc.

ENGLEWOOD CO · SEC CIK 0001764754

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$49.01亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.3%
SPY 2.7%
ITOT 2.4%
USMV 2.3%
VOO 2.1%
IWV 1.5%
VNLA 1.3%
SPYM 1.2%
AAPL 1.2%
SGOV 1.0%

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
MCHP MICROCHIP TECHNOLOGY INC $4,7420.00%52 -30-36.6% -$2,736 减仓
— INVESCO ACTIVELY MANAGED EXC $4,6670.00%114 00.0% — 不变
— EXAGEN INC $4,6500.00%1,000 1,000— $4,650 新建仓
TKO TKO GROUP HOLDINGS INC $4,6300.00%23 00.0% — 不变
EQNR EQUINOR ASA $4,6160.00%147 00.0% — 不变
CLSE TRUST FOR PROFESSIONAL MANAG $4,6090.00%135 -94-41.0% -$3,209 减仓
GFI GOLD FIELDS LTD $4,5680.00%136 00.0% — 不变
VCEL VERICEL CORP $4,4930.00%101 -296-74.6% -$1.32万 减仓
— GLOBAL X FDS $4,4660.00%124 00.0% — 不变
FLRG FIDELITY COVINGTON TRUST $4,4660.00%109 00.0% — 不变
PINS PINTEREST INC $4,4580.00%212 00.0% — 不变
CPB THE CAMPBELLS COMPANY $4,4540.00%200 200— $4,454 新建仓
GME GAMESTOP CORP NEW $4,4160.00%200 00.0% — 不变
IGRO ISHARES TR $4,3970.00%50 50— $4,397 新建仓
PUBM PUBMATIC INC $4,3690.00%333 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO $4,3570.00%57 00.0% — 不变
UA UNDER ARMOUR INC $4,3420.00%698 10016.7% $622 加仓
BIRK BIRKENSTOCK HOLDING PLC $4,3030.00%100 00.0% — 不变
OBE OBSIDIAN ENERGY LTD $4,2930.00%528 00.0% — 不变
EPI WISDOMTREE TR $4,2780.00%100 00.0% — 不变
XIFR NEXTERA ENERGY PARTNERS LP $4,2520.00%360 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $4,2490.00%125 00.0% — 不变
GTX GARRETT MOTION INC $4,2390.00%117 00.0% — 不变
MOS MOSAIC CO NEW $4,2380.00%200 200— $4,238 新建仓
APH AMPHENOL CORP NEW $4,2320.00%24 -66-73.3% -$1.16万 减仓
— PACER FDS TR $4,2220.00%105 00.0% — 不变
FDS FACTSET RESH SYS INC $4,1410.00%18 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $4,0940.00%14 00.0% — 不变
UVE UNIVERSAL INS HLDGS INC $4,0530.00%98 00.0% — 不变
TME TENCENT MUSIC ENTMT GROUP $4,0500.00%485 00.0% — 不变
ADEA ADEIA INC $4,0170.00%122 00.0% — 不变
— AIM ETF PRODUCTS TRUST $3,9610.00%90 00.0% — 不变
FHN FIRST HORIZON CORPORATION $3,8460.00%150 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL $3,8330.00%3 -2-40.0% -$2,555 减仓
ORA ORMAT TECHNOLOGIES INC $3,8120.00%35 00.0% — 不变
NXH BEYOND INC $3,7690.00%651 00.0% — 不变
SPPP SPROTT PHYSICAL PLAT PALLAD $3,7350.00%300 00.0% — 不变
KN KNOWLES CORP $3,7330.00%90 00.0% — 不变
MFDX PIMCO EQUITY SER $3,7060.00%89 -69-43.7% -$2,873 减仓
WDAY WORKDAY INC $3,6730.00%30 00.0% — 不变
IDR IDAHO STRATEGIC RESOURCES $3,6680.00%112 00.0% — 不变
KTB KONTOOR BRANDS INC $3,6670.00%44 -174-79.8% -$1.45万 减仓
FDIS FIDELITY COVINGTON TRUST $3,6660.00%36 -175-82.9% -$1.78万 减仓
VOYA VOYA FINANCIAL INC $3,6210.00%40 00.0% — 不变
— RIVERNORTH OPPORTUNITIES FD $3,6150.00%310 00.0% — 不变
SNAP SNAP INC $3,5700.00%804 00.0% — 不变
ROIV ROIVANT SCIENCES LTD $3,5390.00%100 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $3,5140.00%170 00.0% — 不变
— CHEGG INC $3,5060.00%3,471 00.0% — 不变
PSEC PROSPECT CAP CORP $3,4650.00%1,500 00.0% — 不变
MATV MATIV HOLDINGS INC $3,4270.00%453 00.0% — 不变
WYNN WYNN RESORTS LTD $3,3980.00%35 00.0% — 不变
BCS BARCLAYS PLC $3,3840.00%126 00.0% — 不变
ALK ALASKA AIR GROUP INC $3,3500.00%64 00.0% — 不变
IHS IHS HOLDING LIMITED $3,3370.00%405 00.0% — 不变
— TIDAL TR II $3,3170.00%317 3211.2% $335 加仓
RMD RESMED INC $3,3130.00%17 13325.0% $2,533 加仓
METC RAMACO RES INC $3,3080.00%250 00.0% — 不变
PHM PULTE GROUP INC $3,2960.00%24 -3-11.1% -$412 减仓
BHF BRIGHTHOUSE FINL INC $3,2920.00%52 00.0% — 不变
— TIDAL TR II $3,2770.00%365 3610.9% $323 加仓
HAUZ DBX ETF TR $3,2730.00%146 00.0% — 不变
SEIC SEI INVTS CO $3,2450.00%37 00.0% — 不变
NVCR NOVOCURE LTD $3,2270.00%213 00.0% — 不变
QXO QXO INC $3,2140.00%186 00.0% — 不变
EMO CLEARBRIDGE ENERGY MIDSTRM O $3,2060.00%64 00.0% — 不变
PSP INVESCO EXCHANGE TRADED FD T $3,1750.00%57 00.0% — 不变
— MEDIWOUND LTD $3,1610.00%215 00.0% — 不变
JCPI J P MORGAN EXCHANGE TRADED F $3,1580.00%66 00.0% — 不变
ZROZ PIMCO ETF TR $3,1360.00%49 -146-74.9% -$9,344 减仓
— SIMPLIFY EXCHANGE TRADED FUN $3,1190.00%133 21.5% $47 加仓
BKCH GLOBAL X FDS $3,0690.00%41 00.0% — 不变
HST HOST HOTELS RESORTS INC $3,0350.00%128 00.0% — 不变
PENN PENN ENTERTAINMENT INC $3,0330.00%142 86.0% $171 加仓
QUBT QUANTUM COMPUTING INC $2,9100.00%300 00.0% — 不变
— BYRNA TECHNOLOGIES INC $2,9050.00%433 00.0% — 不变
TER TERADYNE INC $2,9030.00%6 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $2,8900.00%168 00.0% — 不变
— WESTERN ASSET PREMIER BD FD $2,8860.00%271 00.0% — 不变
EGO ELDORADO GOLD CORP NEW $2,8600.00%92 00.0% — 不变
— SPDR SER TR $2,8280.00%25 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2,7890.00%72 00.0% — 不变
— EXCHANGE TRADED CONCEPTS TRU $2,7550.00%120 00.0% — 不变
STWD STARWOOD PPTY TR INC $2,7520.00%168 00.0% — 不变
PJT PJT PARTNERS INC $2,7170.00%18 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $2,6800.00%349 00.0% — 不变
KKR KKR CO INC $2,6650.00%29 -5-14.7% -$459 减仓
— RIVERNORTH DOUBLELINE STRATE $2,6630.00%345 00.0% — 不变
— VIRGINIA NATL BANKSHARES COR $2,6630.00%60 00.0% — 不变
IX ORIX CORP $2,6630.00%70 00.0% — 不变
CMBT CMB TECH NV $2,6580.00%190 00.0% — 不变
PUK PRUDENTIAL PLC $2,6540.00%99 00.0% — 不变
MAC MACERICH CO $2,6450.00%105 00.0% — 不变
NIO NIO INC $2,6410.00%522 00.0% — 不变
— WISDOMTREE TR $2,5550.00%102 00.0% — 不变
— ISHARES INC $2,5490.00%51 00.0% — 不变
PSIX POWER SOLUTIONS INTL INC $2,4890.00%64 00.0% — 不变
LUNR INTUITIVE MACHINES INC $2,4600.00%115 1515.0% $321 加仓
BTZ BLACKROCK CR ALLOCATION INCO $2,4530.00%240 00.0% — 不变
EL LAUDER ESTEE COS INC $2,4470.00%31 00.0% — 不变