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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC | $4,742 | 0.00% | 52 | -30 | -36.6% | -$2,736 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $4,667 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | EXAGEN INC | $4,650 | 0.00% | 1,000 | 1,000 | — | $4,650 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $4,630 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $4,616 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $4,609 | 0.00% | 135 | -94 | -41.0% | -$3,209 | 减仓 |
| GFI | GOLD FIELDS LTD | $4,568 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| VCEL | VERICEL CORP | $4,493 | 0.00% | 101 | -296 | -74.6% | -$1.32万 | 减仓 |
| — | GLOBAL X FDS | $4,466 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| FLRG | FIDELITY COVINGTON TRUST | $4,466 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $4,458 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $4,454 | 0.00% | 200 | 200 | — | $4,454 | 新建仓 |
| GME | GAMESTOP CORP NEW | $4,416 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $4,397 | 0.00% | 50 | 50 | — | $4,397 | 新建仓 |
| PUBM | PUBMATIC INC | $4,369 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $4,357 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| UA | UNDER ARMOUR INC | $4,342 | 0.00% | 698 | 100 | 16.7% | $622 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $4,303 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $4,293 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $4,278 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XIFR | NEXTERA ENERGY PARTNERS LP | $4,252 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $4,249 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $4,239 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO NEW | $4,238 | 0.00% | 200 | 200 | — | $4,238 | 新建仓 |
| APH | AMPHENOL CORP NEW | $4,232 | 0.00% | 24 | -66 | -73.3% | -$1.16万 | 减仓 |
| — | PACER FDS TR | $4,222 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $4,141 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,094 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC | $4,053 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $4,050 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $4,017 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $3,961 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $3,846 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3,833 | 0.00% | 3 | -2 | -40.0% | -$2,555 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $3,812 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| NXH | BEYOND INC | $3,769 | 0.00% | 651 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT PHYSICAL PLAT PALLAD | $3,735 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $3,733 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| MFDX | PIMCO EQUITY SER | $3,706 | 0.00% | 89 | -69 | -43.7% | -$2,873 | 减仓 |
| WDAY | WORKDAY INC | $3,673 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IDR | IDAHO STRATEGIC RESOURCES | $3,668 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $3,667 | 0.00% | 44 | -174 | -79.8% | -$1.45万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $3,666 | 0.00% | 36 | -175 | -82.9% | -$1.78万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $3,621 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNITIES FD | $3,615 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $3,570 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $3,539 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $3,514 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $3,506 | 0.00% | 3,471 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $3,465 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MATV | MATIV HOLDINGS INC | $3,427 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $3,398 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $3,384 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $3,350 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IHS | IHS HOLDING LIMITED | $3,337 | 0.00% | 405 | 0 | 0.0% | — | 不变 |
| — | TIDAL TR II | $3,317 | 0.00% | 317 | 32 | 11.2% | $335 | 加仓 |
| RMD | RESMED INC | $3,313 | 0.00% | 17 | 13 | 325.0% | $2,533 | 加仓 |
| METC | RAMACO RES INC | $3,308 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $3,296 | 0.00% | 24 | -3 | -11.1% | -$412 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $3,292 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | TIDAL TR II | $3,277 | 0.00% | 365 | 36 | 10.9% | $323 | 加仓 |
| HAUZ | DBX ETF TR | $3,273 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $3,245 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $3,227 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $3,214 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| EMO | CLEARBRIDGE ENERGY MIDSTRM O | $3,206 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $3,175 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD | $3,161 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $3,158 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ZROZ | PIMCO ETF TR | $3,136 | 0.00% | 49 | -146 | -74.9% | -$9,344 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3,119 | 0.00% | 133 | 2 | 1.5% | $47 | 加仓 |
| BKCH | GLOBAL X FDS | $3,069 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS RESORTS INC | $3,035 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $3,033 | 0.00% | 142 | 8 | 6.0% | $171 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $2,910 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC | $2,905 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $2,903 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $2,890 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET PREMIER BD FD | $2,886 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| EGO | ELDORADO GOLD CORP NEW | $2,860 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | SPDR SER TR | $2,828 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,789 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $2,755 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $2,752 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $2,717 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $2,680 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| KKR | KKR CO INC | $2,665 | 0.00% | 29 | -5 | -14.7% | -$459 | 减仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $2,663 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BANKSHARES COR | $2,663 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $2,663 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CMBT | CMB TECH NV | $2,658 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $2,654 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $2,645 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $2,641 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $2,555 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $2,549 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $2,489 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $2,460 | 0.00% | 115 | 15 | 15.0% | $321 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION INCO | $2,453 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $2,447 | 0.00% | 31 | 0 | 0.0% | — | 不变 |