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 |
|---|---|---|---|---|---|---|---|---|
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,070 | -100.0% | -$28.86万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -26,316 | -100.0% | -$28.63万 | 清仓 |
| SPTS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,788 | -100.0% | -$28.56万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -4,619 | -100.0% | -$28.20万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,060 | -100.0% | -$28.18万 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,650 | -100.0% | -$28.13万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -5,991 | -100.0% | -$28.06万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -946 | -100.0% | -$27.96万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,907 | -100.0% | -$27.96万 | 清仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $0 | 0.00% | 0 | -10,000 | -100.0% | -$27.65万 | 清仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,316 | -100.0% | -$27.64万 | 清仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $0 | 0.00% | 0 | -17,248 | -100.0% | -$27.63万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -6,047 | -100.0% | -$27.35万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -8,473 | -100.0% | -$27.12万 | 清仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -12,072 | -100.0% | -$27.11万 | 清仓 |
| CERY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -7,636 | -100.0% | -$26.91万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -2,855 | -100.0% | -$26.63万 | 清仓 |
| BUFF | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,384 | -100.0% | -$26.60万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,455 | -100.0% | -$26.49万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -5,460 | -100.0% | -$26.42万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,547 | -100.0% | -$26.38万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -6,121 | -100.0% | -$26.05万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -3,153 | -100.0% | -$25.83万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -2,313 | -100.0% | -$25.77万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -375 | -100.0% | -$25.53万 | 清仓 |
| KT | KT CORP | $0 | 0.00% | 0 | -11,808 | -100.0% | -$25.33万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -2,964 | -100.0% | -$25.09万 | 清仓 |
| FPF | FIRST TR INTER DURATN PFD & | $0 | 0.00% | 0 | -14,176 | -100.0% | -$24.99万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -1,200 | -100.0% | -$24.88万 | 清仓 |
| IBD | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -10,396 | -100.0% | -$24.80万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -2,223 | -100.0% | -$24.77万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -4,220 | -100.0% | -$24.68万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -1,213 | -100.0% | -$24.65万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -2,524 | -100.0% | -$24.57万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -1,418 | -100.0% | -$24.41万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -1,853 | -100.0% | -$24.30万 | 清仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $0 | 0.00% | 0 | -3,000 | -100.0% | -$24.28万 | 清仓 |
| LMUB | ISHARES TR | $0 | 0.00% | 0 | -4,844 | -100.0% | -$24.19万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -6,605 | -100.0% | -$24.17万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,914 | -100.0% | -$24.00万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -553 | -100.0% | -$23.98万 | 清仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,000 | -100.0% | -$23.87万 | 清仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -2,014 | -100.0% | -$23.87万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,200 | -100.0% | -$23.81万 | 清仓 |
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -3,266 | -100.0% | -$23.76万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -800 | -100.0% | -$23.74万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -3,205 | -100.0% | -$23.68万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,102 | -100.0% | -$23.68万 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -18,350 | -100.0% | -$23.67万 | 清仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | -3,003 | -100.0% | -$23.61万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -1,376 | -100.0% | -$23.59万 | 清仓 |
| TY | TRI CONTL CORP | $0 | 0.00% | 0 | -7,440 | -100.0% | -$23.50万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -675 | -100.0% | -$23.30万 | 清仓 |
| DIA | STATE STR SPDR DOW JONES IND | $0 | 0.00% | 0 | -502 | -100.0% | -$23.25万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -14,143 | -100.0% | -$23.24万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -13,367 | -100.0% | -$23.15万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -555 | -100.0% | -$23.13万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -1,757 | -100.0% | -$23.01万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,820 | -100.0% | -$22.98万 | 清仓 |
| SDFI | AB ACTIVE ETFS INC | $0 | 0.00% | 0 | -6,420 | -100.0% | -$22.88万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,641 | -100.0% | -$22.85万 | 清仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $0 | 0.00% | 0 | -3,500 | -100.0% | -$22.74万 | 清仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | -9,400 | -100.0% | -$22.66万 | 清仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,974 | -100.0% | -$22.62万 | 清仓 |
| UNFI | UNITED NAT FOODS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.53万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -1,526 | -100.0% | -$22.52万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,212 | -100.0% | -$22.51万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -620 | -100.0% | -$22.50万 | 清仓 |
| GQI | NATIXIS ETF TR | $0 | 0.00% | 0 | -4,094 | -100.0% | -$22.46万 | 清仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -4,700 | -100.0% | -$22.43万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -5,450 | -100.0% | -$22.38万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -704 | -100.0% | -$22.36万 | 清仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $0 | 0.00% | 0 | -4,470 | -100.0% | -$22.24万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -13,374 | -100.0% | -$22.21万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,160 | -100.0% | -$21.96万 | 清仓 |
| SUSL | ISHARES TR | $0 | 0.00% | 0 | -1,930 | -100.0% | -$21.93万 | 清仓 |
| TCAL | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -9,792 | -100.0% | -$21.89万 | 清仓 |
| SILJ | AMPLIFY ETF TR | $0 | 0.00% | 0 | -7,360 | -100.0% | -$21.87万 | 清仓 |
| GSUS | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2,439 | -100.0% | -$21.86万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,150 | -100.0% | -$21.81万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -4,449 | -100.0% | -$21.79万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -3,549 | -100.0% | -$21.77万 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -3,394 | -100.0% | -$21.75万 | 清仓 |
| — | NORTHERN LTS FD TR IV | $0 | 0.00% | 0 | -4,829 | -100.0% | -$21.42万 | 清仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $0 | 0.00% | 0 | -10,280 | -100.0% | -$21.36万 | 清仓 |
| BFC | BANK FIRST CORP | $0 | 0.00% | 0 | -1,580 | -100.0% | -$21.34万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -1,256 | -100.0% | -$21.24万 | 清仓 |
| IXN | ISHARES TR | $0 | 0.00% | 0 | -2,120 | -100.0% | -$21.20万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -6,400 | -100.0% | -$21.19万 | 清仓 |
| CSL | CARLISLE COS INC | $0 | 0.00% | 0 | -635 | -100.0% | -$21.18万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,671 | -100.0% | -$21.16万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -15,336 | -100.0% | -$21.10万 | 清仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -7,735 | -100.0% | -$21.04万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -3,222 | -100.0% | -$20.86万 | 清仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,604 | -100.0% | -$20.71万 | 清仓 |
| STWD | STARWOOD PPTY TR INC | $0 | 0.00% | 0 | -12,022 | -100.0% | -$20.70万 | 清仓 |
| SLYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,170 | -100.0% | -$20.53万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -10,931 | -100.0% | -$20.44万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -7,344 | -100.0% | -$20.43万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -4,163 | -100.0% | -$20.40万 | 清仓 |