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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $321.43万 | 0.07% | 6,258 | -117 | -1.8% | -$6.01万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $321.08万 | 0.07% | 55,474 | 5,328 | 10.6% | $30.84万 | 加仓 |
| COP | CONOCOPHILLIPS | $318.45万 | 0.06% | 30,632 | 147 | 0.5% | $1.53万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $314.20万 | 0.06% | 22,966 | 667 | 3.0% | $9.13万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $311.75万 | 0.06% | 23,907 | 23,347 | 4,169.1% | $304.45万 | 加仓 |
| PSX | PHILLIPS 66 | $311.42万 | 0.06% | 18,422 | 55 | 0.3% | $9,298 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $308.55万 | 0.06% | 10,358 | -3,789 | -26.8% | -$112.87万 | 减仓 |
| IYF | ISHARES TR | $307.21万 | 0.06% | 24,093 | 103 | 0.4% | $1.31万 | 加仓 |
| IWO | ISHARES TR | $306.73万 | 0.06% | 7,786 | -1,511 | -16.3% | -$59.53万 | 减仓 |
| IAU | ISHARES GOLD TR | $306.65万 | 0.06% | 40,611 | -11 | -0.0% | -$831 | 减仓 |
| SPIB | SPDR SER TR | $306.23万 | 0.06% | 91,522 | 1,683 | 1.9% | $5.63万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $304.74万 | 0.06% | 7,816 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $302.11万 | 0.06% | 65,463 | 15,688 | 31.5% | $72.40万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $298.68万 | 0.06% | 8,167 | 451 | 5.8% | $16.49万 | 加仓 |
| MINO | PIMCO ETF TR | $297.15万 | 0.06% | 64,937 | 749 | 1.2% | $3.43万 | 加仓 |
| GDX | VANECK ETF TRUST | $296.88万 | 0.06% | 39,348 | 666 | 1.7% | $5.02万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $296.48万 | 0.06% | 122,259 | 1,433 | 1.2% | $3.48万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $294.04万 | 0.06% | 37,741 | 519 | 1.4% | $4.04万 | 加仓 |
| SO | SOUTHERN CO | $293.52万 | 0.06% | 30,668 | 1,761 | 6.1% | $16.85万 | 加仓 |
| PTMC | PACER FDS TR | $291.02万 | 0.06% | 69,573 | -642 | -0.9% | -$2.69万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $287.14万 | 0.06% | 12,087 | -602 | -4.7% | -$14.30万 | 减仓 |
| IWS | ISHARES TR | $287.12万 | 0.06% | 17,444 | -160 | -0.9% | -$2.63万 | 减仓 |
| JNK | SPDR SER TR | $281.44万 | 0.06% | 29,204 | 4,623 | 18.8% | $44.55万 | 加仓 |
| QDPL | PACER FDS TR | $280.24万 | 0.06% | 62,179 | -13,284 | -17.6% | -$59.87万 | 减仓 |
| HYG | ISHARES TR | $279.62万 | 0.06% | 34,966 | 348 | 1.0% | $2.78万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $276.72万 | 0.06% | 116,025 | 15,322 | 15.2% | $36.54万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $276.24万 | 0.06% | 162,877 | -1,430 | -0.9% | -$2.43万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $272.90万 | 0.06% | 10,150 | -1,354 | -11.8% | -$36.41万 | 减仓 |
| DMLP | DORCHESTER MINERALS LP | $270.33万 | 0.06% | 107,061 | -2,230 | -2.0% | -$5.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $268.96万 | 0.05% | 5,365 | -250 | -4.5% | -$12.53万 | 减仓 |
| IXN | ISHARES TR | $264.86万 | 0.05% | 18,332 | -260 | -1.4% | -$3.76万 | 减仓 |
| DDOG | DATADOG INC | $261.45万 | 0.05% | 10,042 | 9,885 | 6,296.2% | $257.37万 | 加仓 |
| AMGN | AMGEN INC | $257.34万 | 0.05% | 7,107 | 261 | 3.8% | $9.45万 | 加仓 |
| MOD | MODINE MFG CO | $255.67万 | 0.05% | 9,575 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $255.23万 | 0.05% | 21,811 | 6,747 | 44.8% | $78.95万 | 加仓 |
| FYC | FIRST TR EXCHANGE TRADED ALP | $255.10万 | 0.05% | 20,033 | -516 | -2.5% | -$6.57万 | 减仓 |
| FVD | FIRST TR VALUE LINE DIVID IN | $249.97万 | 0.05% | 51,882 | 548 | 1.1% | $2.64万 | 加仓 |
| DE | DEERE CO | $249.91万 | 0.05% | 3,940 | 27 | 0.7% | $1.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $248.86万 | 0.05% | 7,025 | 134 | 1.9% | $4.75万 | 加仓 |
| LOW | LOWES COS INC | $246.75万 | 0.05% | 11,191 | -59 | -0.5% | -$1.30万 | 减仓 |
| URA | GLOBAL X FDS | $244.88万 | 0.05% | 56,036 | -2,300 | -3.9% | -$10.05万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $244.06万 | 0.05% | 32,434 | 6,670 | 25.9% | $50.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $243.48万 | 0.05% | 25,250 | -12,454 | -33.0% | -$120.09万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $243.24万 | 0.05% | 16,631 | -1,380 | -7.7% | -$20.18万 | 减仓 |
| IWP | ISHARES TR | $242.99万 | 0.05% | 16,597 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $240.67万 | 0.05% | 22,066 | 20,247 | 1,113.1% | $220.83万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $239.07万 | 0.05% | 65,696 | 17,345 | 35.9% | $63.12万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $237.94万 | 0.05% | 51,570 | 169 | 0.3% | $7,798 | 加仓 |
| KOMP | SPDR SER TR | $235.64万 | 0.05% | 32,956 | 508 | 1.6% | $3.63万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $235.16万 | 0.05% | 12,702 | 3,918 | 44.6% | $72.54万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $234.09万 | 0.05% | 6,602 | 150 | 2.3% | $5.32万 | 加仓 |
| IWD | ISHARES TR | $230.29万 | 0.05% | 9,499 | 199 | 2.1% | $4.82万 | 加仓 |
| CALF | PACER FDS TR | $229.84万 | 0.05% | 45,413 | 232 | 0.5% | $1.17万 | 加仓 |
| ARKW | ARK ETF TR | $229.70万 | 0.05% | 15,857 | 120 | 0.8% | $1.74万 | 加仓 |
| NET | CLOUDFLARE INC | $228.48万 | 0.05% | 9,315 | 77 | 0.8% | $1.89万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $228.02万 | 0.05% | 48,157 | -38,405 | -44.4% | -$181.85万 | 减仓 |
| DGRW | WISDOMTREE TR | $225.96万 | 0.05% | 23,631 | 94 | 0.4% | $8,988 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $225.17万 | 0.05% | 5,219 | -4,959 | -48.7% | -$213.95万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $223.00万 | 0.05% | 63,280 | 27,316 | 76.0% | $96.26万 | 加仓 |
| SLV | ISHARES SILVER TR | $221.81万 | 0.05% | 41,484 | -1,523 | -3.5% | -$8.14万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $217.33万 | 0.04% | 59,120 | 3,780 | 6.8% | $13.90万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $216.37万 | 0.04% | 13,083 | -5,163 | -28.3% | -$85.39万 | 减仓 |
| SHYG | ISHARES TR | $215.12万 | 0.04% | 50,725 | 2,399 | 5.0% | $10.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $213.77万 | 0.04% | 5,143 | -214 | -4.0% | -$8.90万 | 减仓 |
| ETN | EATON CORP PLC | $212.25万 | 0.04% | 4,981 | 154 | 3.2% | $6.56万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $212.13万 | 0.04% | 89,581 | 226 | 0.3% | $5,352 | 加仓 |
| DDWM | WISDOMTREE TR | $207.71万 | 0.04% | 44,979 | 588 | 1.3% | $2.72万 | 加仓 |
| UNP | UNION PAC CORP | $207.64万 | 0.04% | 7,634 | -38 | -0.5% | -$1.03万 | 减仓 |
| SMH | VANECK ETF TRUST | $207.40万 | 0.04% | 3,162 | 471 | 17.5% | $30.89万 | 加仓 |
| DWM | WISDOMTREE TR | $204.75万 | 0.04% | 27,968 | 1,440 | 5.4% | $10.54万 | 加仓 |
| KRE | SPDR SER TR | $204.57万 | 0.04% | 27,331 | -1,110 | -3.9% | -$8.31万 | 减仓 |
| VB | VANGUARD INDEX FDS | $204.44万 | 0.04% | 6,744 | 387 | 6.1% | $11.73万 | 加仓 |
| ENB | ENBRIDGE INC | $203.72万 | 0.04% | 37,580 | 1,231 | 3.4% | $6.67万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $203.61万 | 0.04% | 61,162 | 47,157 | 336.7% | $156.99万 | 加仓 |
| HUBB | HUBBELL INC | $203.52万 | 0.04% | 3,890 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE TRADED FD | $202.56万 | 0.04% | 7,652 | 1,498 | 24.3% | $39.66万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $201.62万 | 0.04% | 53,752 | 4,287 | 8.7% | $16.08万 | 加仓 |
| OKTA | OKTA INC | $199.60万 | 0.04% | 14,628 | 4 | 0.0% | $546 | 加仓 |
| AIQ | GLOBAL X FDS | $198.23万 | 0.04% | 30,213 | 2,853 | 10.4% | $18.72万 | 加仓 |
| PFF | ISHARES TR | $196.86万 | 0.04% | 64,565 | -731 | -1.1% | -$2.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $196.66万 | 0.04% | 16,856 | 5,125 | 43.7% | $59.79万 | 加仓 |
| NOBL | PROSHARES TR | $196.07万 | 0.04% | 34,912 | 1,064 | 3.1% | $5.98万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $193.88万 | 0.04% | 70,577 | 4,091 | 6.2% | $11.24万 | 加仓 |
| EWJ | ISHARES INC | $191.20万 | 0.04% | 20,500 | 20,142 | 5,626.3% | $187.86万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC | $191.09万 | 0.04% | 4,805 | 127 | 2.7% | $5.05万 | 加仓 |
| T | AT T INC | $190.90万 | 0.04% | 92,224 | 5,348 | 6.2% | $11.07万 | 加仓 |
| BA | BOEING CO | $190.88万 | 0.04% | 8,818 | -193 | -2.1% | -$4.18万 | 减仓 |
| IWF | ISHARES TR | $190.08万 | 0.04% | 15,308 | 204 | 1.4% | $2.53万 | 加仓 |
| MUNI | PIMCO ETF TR | $188.83万 | 0.04% | 35,900 | 12,048 | 50.5% | $63.37万 | 加仓 |
| GARP | ISHARES TR | $188.49万 | 0.04% | 22,833 | -81 | -0.4% | -$6,687 | 减仓 |
| COHR | COHERENT CORP | $188.28万 | 0.04% | 4,773 | -6,205 | -56.5% | -$244.77万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $187.48万 | 0.04% | 41,350 | -45,565 | -52.4% | -$206.59万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $187.40万 | 0.04% | 16,049 | 385 | 2.5% | $4.50万 | 加仓 |
| STXF | EA SERIES TRUST | $186.34万 | 0.04% | 38,579 | 503 | 1.3% | $2.43万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $186.15万 | 0.04% | 73,957 | 857 | 1.2% | $2.16万 | 加仓 |
| MRK | MERCK CO INC | $186.08万 | 0.04% | 14,481 | -6,273 | -30.2% | -$80.61万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $185.93万 | 0.04% | 10,945 | 10,181 | 1,332.6% | $172.95万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $185.91万 | 0.04% | 53,407 | 6,318 | 13.4% | $21.99万 | 加仓 |
| BOTZ | GLOBAL X FDS | $185.48万 | 0.04% | 48,889 | 5,901 | 13.7% | $22.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $185.44万 | 0.04% | 6,221 | -736 | -10.6% | -$21.94万 | 减仓 |