Gateway Wealth Partners, LLC
APPLETON WI · SEC CIK 0001966037
$25.66亿2026Q1 申报市值
925持仓数
15.4%前十大占比 · 第一大 2.5%
459 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$5,233.96万
AAPL 加仓+$3,320.08万
SPYM 加仓+$3,144.37万
TOUS 新建仓+$2,883.05万
NVDA 加仓+$2,597.92万
2026Q1 卖出最多 按季末市值估算
TTEQ 清仓-$1,544.43万
AMLP 减仓-$1,402.14万
FSK 减仓-$722.19万
DIGITALBRIDGE GR 清仓-$696.23万
OEF 减仓-$443.49万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,568.12万 | 0.61% | 169,052 | 84,185 | 99.2% | $780.90万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $1,652.13万 | 0.64% | 225,948 | 131,239 | 138.6% | $959.62万 | 加仓 |
| LDUR | PIMCO ETF TR | $1,686.63万 | 0.66% | 176,020 | 96,291 | 120.8% | $922.66万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,686.63万 | 0.66% | 324,790 | 188,263 | 137.9% | $977.65万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,701.12万 | 0.66% | 249,140 | 119,193 | 91.7% | $813.85万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,709.48万 | 0.67% | 690,142 | 379,005 | 121.8% | $938.80万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,784.31万 | 0.70% | 210,314 | 113,923 | 118.2% | $966.53万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,814.81万 | 0.71% | 122,539 | 110,973 | 959.5% | $1,643.51万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,834.42万 | 0.71% | 315,300 | 202,985 | 180.7% | $1,180.97万 | 加仓 |
| IVW | ISHARES TR | $1,976.37万 | 0.77% | 174,730 | 117,425 | 204.9% | $1,328.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,984.94万 | 0.77% | 69,027 | 49,901 | 260.9% | $1,434.95万 | 加仓 |
| IVE | ISHARES TR | $2,071.11万 | 0.81% | 98,088 | 60,395 | 160.2% | $1,275.23万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,074.84万 | 0.81% | 366,709 | 233,474 | 175.2% | $1,321.00万 | 加仓 |
| AMZN | AMAZON COM INC | $2,124.15万 | 0.83% | 101,990 | 68,644 | 205.9% | $1,429.65万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $2,129.41万 | 0.83% | 452,776 | 240,213 | 113.0% | $1,129.72万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $2,152.20万 | 0.84% | 360,020 | 206,616 | 134.7% | $1,235.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,190.17万 | 0.85% | 238,998 | 125,071 | 109.8% | $1,146.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,245.13万 | 0.87% | 69,983 | 41,145 | 142.7% | $1,319.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,254.94万 | 0.88% | 60,917 | 41,850 | 219.5% | $1,549.14万 | 加仓 |
| IUSB | ISHARES TR | $2,286.55万 | 0.89% | 495,031 | 337,770 | 214.8% | $1,560.16万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,321.31万 | 0.90% | 63,175 | 50,879 | 413.8% | $1,869.50万 | 加仓 |
| IEMG | ISHARES INC | $2,379.54万 | 0.93% | 341,149 | 252,076 | 283.0% | $1,758.25万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,382.92万 | 0.93% | 215,708 | 124,110 | 135.5% | $1,371.04万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,578.12万 | 1.00% | 326,097 | 173,117 | 113.2% | $1,368.66万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,721.26万 | 1.06% | 1,038,649 | 523,665 | 101.7% | $1,372.00万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2,838.49万 | 1.11% | 1,107,920 | 631,384 | 132.5% | $1,617.61万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $2,883.05万 | 1.12% | 834,698 | 834,698 | — | $2,883.05万 | 新建仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,029.89万 | 1.18% | 272,522 | 154,609 | 131.1% | $1,718.94万 | 加仓 |
| EEMA | ISHARES INC | $3,284.81万 | 1.28% | 343,115 | 174,232 | 103.2% | $1,668.01万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,575.03万 | 1.39% | 54,971 | 26,838 | 95.4% | $1,745.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,833.72万 | 1.49% | 219,824 | 148,964 | 210.2% | $2,597.92万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,323.61万 | 2.07% | 695,533 | 410,813 | 144.3% | $3,144.37万 | 加仓 |
| AAPL | APPLE INC | $5,455.88万 | 2.13% | 214,976 | 130,820 | 155.4% | $3,320.08万 | 加仓 |
| IVV | ISHARES TR | $6,471.78万 | 2.52% | 99,077 | 80,127 | 422.8% | $5,233.96万 | 加仓 |