Gateway Wealth Partners, LLC
APPLETON WI · SEC CIK 0001966037
$16.68亿2026Q2 申报市值
751持仓数
16.5%前十大占比 · 第一大 3.6%
46 / 220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
AIRR 加仓+$1,776.03万
LALT 新建仓+$513.47万
IXUS 加仓+$315.18万
IALT 新建仓+$300.30万
BGRN 新建仓+$245.55万
2026Q2 卖出最多 按季末市值估算
TOUS 减仓-$3,169.82万
AAPL 减仓-$2,531.95万
SPYM 减仓-$2,463.71万
EEMA 减仓-$2,028.45万
NVDA 减仓-$1,980.21万
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 |
|---|---|---|---|---|---|---|---|---|
| EVMO | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -95,492 | -100.0% | -$480.51万 | 清仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -58,756 | -100.0% | -$265.93万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -61,444 | -100.0% | -$218.25万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -34,911 | -100.0% | -$118.03万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -12,537 | -100.0% | -$117.52万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -33,344 | -100.0% | -$112.50万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -21,582 | -100.0% | -$98.45万 | 清仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -24,950 | -100.0% | -$86.63万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -5,129 | -100.0% | -$79.56万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,980 | -100.0% | -$76.56万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -6,921 | -100.0% | -$70.76万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,198 | -100.0% | -$69.08万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -7,340 | -100.0% | -$65.76万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -4,549 | -100.0% | -$64.98万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -3,677 | -100.0% | -$63.79万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -5,650 | -100.0% | -$60.27万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,332 | -100.0% | -$59.93万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -8,900 | -100.0% | -$58.85万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -31,626 | -100.0% | -$57.84万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -18,606 | -100.0% | -$56.79万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -3,875 | -100.0% | -$55.43万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -21,137 | -100.0% | -$54.70万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,953 | -100.0% | -$50.85万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -2,939 | -100.0% | -$50.72万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -6,983 | -100.0% | -$49.47万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,290 | -100.0% | -$44.85万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -2,036 | -100.0% | -$44.58万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -8,576 | -100.0% | -$44.16万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,015 | -100.0% | -$43.89万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -1,545 | -100.0% | -$43.29万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -2,988 | -100.0% | -$43.23万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -6,372 | -100.0% | -$43.07万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -2,526 | -100.0% | -$42.73万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -8,056 | -100.0% | -$42.58万 | 清仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,000 | -100.0% | -$42.57万 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,508 | -100.0% | -$42.55万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$42.28万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,268 | -100.0% | -$41.27万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -888 | -100.0% | -$40.94万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -10,810 | -100.0% | -$40.91万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -8,773 | -100.0% | -$40.33万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -5,151 | -100.0% | -$39.71万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -5,057 | -100.0% | -$39.65万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -8,163 | -100.0% | -$39.33万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -18,999 | -100.0% | -$39.33万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -4,044 | -100.0% | -$39.14万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,006 | -100.0% | -$38.70万 | 清仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,428 | -100.0% | -$38.65万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -5,304 | -100.0% | -$38.06万 | 清仓 |
| INMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -15,572 | -100.0% | -$37.23万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -623 | -100.0% | -$36.67万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -5,400 | -100.0% | -$36.18万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -1,243 | -100.0% | -$36.10万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,979 | -100.0% | -$35.99万 | 清仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,754 | -100.0% | -$35.87万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -7,448 | -100.0% | -$35.86万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -5,364 | -100.0% | -$35.58万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -4,465 | -100.0% | -$35.47万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,680 | -100.0% | -$35.24万 | 清仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,912 | -100.0% | -$34.89万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -13,516 | -100.0% | -$34.44万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -7,235 | -100.0% | -$34.43万 | 清仓 |
| PFFD | GLOBAL X FDS | $0 | 0.00% | 0 | -18,712 | -100.0% | -$34.43万 | 清仓 |
| LCTD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,201 | -100.0% | -$34.28万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -4,185 | -100.0% | -$34.23万 | 清仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -11,310 | -100.0% | -$34.15万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -3,780 | -100.0% | -$34.06万 | 清仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $0 | 0.00% | 0 | -9,260 | -100.0% | -$34.03万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -1,236 | -100.0% | -$33.49万 | 清仓 |
| IQDG | WISDOMTREE TR | $0 | 0.00% | 0 | -8,324 | -100.0% | -$33.41万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -17,717 | -100.0% | -$33.36万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,586 | -100.0% | -$33.27万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -3,389 | -100.0% | -$33.11万 | 清仓 |
| PMBS | PIMCO ETF TR | $0 | 0.00% | 0 | -6,577 | -100.0% | -$32.62万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,402 | -100.0% | -$32.53万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -2,084 | -100.0% | -$32.41万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,839 | -100.0% | -$32.30万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -6,875 | -100.0% | -$32.25万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -3,965 | -100.0% | -$31.94万 | 清仓 |
| IYF | ISHARES TR | $0 | 0.00% | 0 | -2,711 | -100.0% | -$31.91万 | 清仓 |
| RAVI | FLEXSHARES TR | $0 | 0.00% | 0 | -4,218 | -100.0% | -$31.81万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -2,095 | -100.0% | -$31.73万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -10,468 | -100.0% | -$31.56万 | 清仓 |
| IAI | ISHARES TR | $0 | 0.00% | 0 | -1,914 | -100.0% | -$31.44万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -1,038 | -100.0% | -$31.35万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -2,051 | -100.0% | -$31.28万 | 清仓 |
| PTLC | PACER FDS TR | $0 | 0.00% | 0 | -5,954 | -100.0% | -$31.23万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,820 | -100.0% | -$30.79万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -2,396 | -100.0% | -$30.75万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -10,558 | -100.0% | -$30.41万 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -11,800 | -100.0% | -$30.09万 | 清仓 |
| — | RIVERNORTH DOUBLELINE STRATE | $0 | 0.00% | 0 | -39,226 | -100.0% | -$30.09万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -6,726 | -100.0% | -$30.01万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -1,486 | -100.0% | -$29.46万 | 清仓 |
| ILCV | ISHARES TR | $0 | 0.00% | 0 | -3,148 | -100.0% | -$29.32万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -9,665 | -100.0% | -$29.31万 | 清仓 |
| WTMF | WISDOMTREE TR | $0 | 0.00% | 0 | -7,380 | -100.0% | -$29.29万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -6,439 | -100.0% | -$29.17万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,279 | -100.0% | -$29.16万 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | 0.00% | 0 | -13,664 | -100.0% | -$28.90万 | 清仓 |