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 |
|---|---|---|---|---|---|---|---|---|
| FLMI | FRANKLIN TEMPLETON ETF TR | $41.48万 | 0.02% | 16,734 | 16,734 | — | $41.48万 | 新建仓 |
| DHS | WISDOMTREE TR | $41.72万 | 0.02% | 3,820 | 3,820 | — | $41.72万 | 新建仓 |
| WWJD | NORTHERN LTS FD TR IV | $41.75万 | 0.02% | 11,166 | 4,577 | 69.5% | $17.11万 | 加仓 |
| IJJ | ISHARES TR | $41.79万 | 0.02% | 3,154 | 1,579 | 100.3% | $20.92万 | 加仓 |
| ADBE | ADOBE INC | $41.83万 | 0.02% | 1,721 | 1,721 | — | $41.83万 | 新建仓 |
| RL | RALPH LAUREN CORP | $42.11万 | 0.02% | 1,224 | 1,224 | — | $42.11万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $42.12万 | 0.02% | 2,169 | 2,169 | — | $42.12万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $42.13万 | 0.02% | 4,149 | 2,091 | 101.6% | $21.23万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $42.23万 | 0.02% | 8,146 | 8,146 | — | $42.23万 | 新建仓 |
| BX | BLACKSTONE INC | $42.28万 | 0.02% | 3,676 | 2,251 | 158.0% | $25.89万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $42.32万 | 0.02% | 2,692 | 2,692 | — | $42.32万 | 新建仓 |
| IGV | ISHARES TR | $42.43万 | 0.02% | 5,301 | 5,301 | — | $42.43万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $42.52万 | 0.02% | 3,343 | 3,343 | — | $42.52万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $42.55万 | 0.02% | 12,508 | 3,174 | 34.0% | $10.80万 | 重新持有 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $42.57万 | 0.02% | 9,000 | 9,000 | — | $42.57万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $42.58万 | 0.02% | 8,056 | 4,028 | 100.0% | $21.29万 | 加仓 |
| EEM | ISHARES TR | $42.58万 | 0.02% | 7,498 | 7,498 | — | $42.58万 | 新建仓 |
| CTAS | CINTAS CORP | $42.73万 | 0.02% | 2,526 | 2,526 | — | $42.73万 | 新建仓 |
| EWJ | ISHARES INC | $42.80万 | 0.02% | 5,069 | 5,069 | — | $42.80万 | 新建仓 |
| WELL | WELLTOWER INC | $43.01万 | 0.02% | 2,176 | 2,176 | — | $43.01万 | 新建仓 |
| ARKK | ARK ETF TR | $43.07万 | 0.02% | 6,372 | 2,875 | 82.2% | $19.43万 | 加仓 |
| IJT | ISHARES TR | $43.23万 | 0.02% | 2,988 | 2,988 | — | $43.23万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $43.23万 | 0.02% | 18,811 | 18,811 | — | $43.23万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $43.28万 | 0.02% | 9,876 | 9,876 | — | $43.28万 | 新建仓 |
| AYI | ACUITY INC | $43.29万 | 0.02% | 1,545 | 1,545 | — | $43.29万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $43.34万 | 0.02% | 1,019 | 1,019 | — | $43.34万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $43.58万 | 0.02% | 5,038 | 2,527 | 100.6% | $21.86万 | 加仓 |
| COHR | COHERENT CORP | $43.71万 | 0.02% | 1,835 | 1,835 | — | $43.71万 | 新建仓 |
| INTU | INTUIT | $43.89万 | 0.02% | 1,015 | 1,015 | — | $43.89万 | 新建仓 |
| EWC | ISHARES INC | $44.04万 | 0.02% | 8,038 | 8,038 | — | $44.04万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $44.12万 | 0.02% | 3,260 | 3,260 | — | $44.12万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $44.16万 | 0.02% | 8,576 | 4,519 | 111.4% | $23.27万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $44.31万 | 0.02% | 3,946 | 3,946 | — | $44.31万 | 新建仓 |
| CIEN | CIENA CORP | $44.34万 | 0.02% | 1,142 | 1,142 | — | $44.34万 | 新建仓 |
| IJK | ISHARES TR | $44.54万 | 0.02% | 4,426 | 2,214 | 100.1% | $22.28万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $44.58万 | 0.02% | 2,036 | 2,036 | — | $44.58万 | 新建仓 |
| EBAY | EBAY INC. | $44.73万 | 0.02% | 4,915 | 4,915 | — | $44.73万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $44.74万 | 0.02% | 15,357 | 15,357 | — | $44.74万 | 新建仓 |
| NOW | SERVICENOW INC | $44.85万 | 0.02% | 4,290 | 4,290 | — | $44.85万 | 新建仓 |
| COPX | GLOBAL X FDS | $44.97万 | 0.02% | 5,890 | 5,890 | — | $44.97万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $45.28万 | 0.02% | 10,108 | 10,108 | — | $45.28万 | 新建仓 |
| APH | AMPHENOL CORP | $45.44万 | 0.02% | 3,596 | 3,596 | — | $45.44万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $45.69万 | 0.02% | 2,904 | 1,554 | 115.1% | $24.45万 | 加仓 |
| AIQ | GLOBAL X FDS | $45.72万 | 0.02% | 9,796 | 4,867 | 98.7% | $22.71万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $45.93万 | 0.02% | 15,820 | 15,820 | — | $45.93万 | 新建仓 |
| IPAC | ISHARES TR | $46.30万 | 0.02% | 6,052 | 6,052 | — | $46.30万 | 新建仓 |
| ISMD | NORTHERN LTS FD TR IV | $46.31万 | 0.02% | 11,586 | 5,709 | 97.1% | $22.82万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $46.38万 | 0.02% | 10,737 | 10,737 | — | $46.38万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $46.51万 | 0.02% | 8,206 | 4,409 | 116.1% | $24.99万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $46.73万 | 0.02% | 1,760 | 1,760 | — | $46.73万 | 新建仓 |
| DMXF | ISHARES TR | $46.74万 | 0.02% | 6,195 | 6,195 | — | $46.74万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $47.28万 | 0.02% | 5,840 | 5,840 | — | $47.28万 | 新建仓 |
| ESGD | ISHARES TR | $47.73万 | 0.02% | 4,991 | 4,991 | — | $47.73万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $47.85万 | 0.02% | 3,280 | 1,660 | 102.5% | $24.22万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.26万 | 0.02% | 9,728 | 3,680 | 60.8% | $18.26万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $49.10万 | 0.02% | 15,226 | 15,226 | — | $49.10万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $49.19万 | 0.02% | 9,830 | 3,787 | 62.7% | $18.95万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $49.30万 | 0.02% | 2,516 | 2,516 | — | $49.30万 | 新建仓 |
| SHLD | GLOBAL X FDS | $49.47万 | 0.02% | 6,983 | 6,983 | — | $49.47万 | 新建仓 |
| PAVE | GLOBAL X FDS | $49.60万 | 0.02% | 9,761 | 4,592 | 88.8% | $23.33万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $49.96万 | 0.02% | 6,729 | 3,751 | 126.0% | $27.85万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $50.00万 | 0.02% | 4,312 | 1,846 | 74.9% | $21.40万 | 加仓 |
| ATI | ATI INC | $50.02万 | 0.02% | 3,439 | 3,439 | — | $50.02万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $50.72万 | 0.02% | 2,939 | 2,939 | — | $50.72万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.85万 | 0.02% | 1,953 | 1,953 | — | $50.85万 | 新建仓 |
| FN | FABRINET | $51.21万 | 0.02% | 982 | 982 | — | $51.21万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $51.22万 | 0.02% | 752 | 752 | — | $51.22万 | 新建仓 |
| FEGE | RBB FUND TRUST | $51.32万 | 0.02% | 10,920 | 10,920 | — | $51.32万 | 新建仓 |
| NWFL | NORWOOD FINANCIAL CORP | $51.84万 | 0.02% | 17,622 | 17,622 | — | $51.84万 | 新建仓 |
| IWV | ISHARES TR | $51.85万 | 0.02% | 1,398 | 848 | 154.2% | $31.45万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $51.90万 | 0.02% | 2,071 | 2,071 | — | $51.90万 | 新建仓 |
| DTH | WISDOMTREE TR | $52.42万 | 0.02% | 9,692 | 4,887 | 101.7% | $26.43万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $52.45万 | 0.02% | 4,302 | 2,148 | 99.7% | $26.19万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $52.46万 | 0.02% | 10,494 | 10,494 | — | $52.46万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $52.51万 | 0.02% | 18,860 | 10,108 | 115.5% | $28.14万 | 加仓 |
| CVS | CVS HEALTH CORP | $52.88万 | 0.02% | 7,363 | 7,363 | — | $52.88万 | 新建仓 |
| SYSB | ISHARES TR | $52.96万 | 0.02% | 5,952 | 5,952 | — | $52.96万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $53.27万 | 0.02% | 1,553 | 1,553 | — | $53.27万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $53.37万 | 0.02% | 26,147 | 26,147 | — | $53.37万 | 新建仓 |
| HSY | HERSHEY CO | $53.51万 | 0.02% | 2,574 | 2,574 | — | $53.51万 | 新建仓 |
| MDT | MEDTRONIC PLC | $53.59万 | 0.02% | 6,184 | 6,184 | — | $53.59万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.51万 | 0.02% | 8,986 | 8,986 | — | $54.51万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $54.60万 | 0.02% | 7,535 | 7,535 | — | $54.60万 | 新建仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $54.61万 | 0.02% | 3,436 | 1,247 | 57.0% | $19.82万 | 加仓 |
| CCL | CARNIVAL CORP | $54.70万 | 0.02% | 21,137 | 10,792 | 104.3% | $27.93万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $54.80万 | 0.02% | 3,779 | 3,779 | — | $54.80万 | 新建仓 |
| C | CITIGROUP INC | $55.04万 | 0.02% | 4,854 | 4,854 | — | $55.04万 | 新建仓 |
| SGDM | SPROTT ETF TRUST | $55.19万 | 0.02% | 7,310 | 7,310 | — | $55.19万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $55.43万 | 0.02% | 3,875 | 1,587 | 69.4% | $22.70万 | 加仓 |
| ETR | ENTERGY CORP NEW | $55.61万 | 0.02% | 4,949 | 4,949 | — | $55.61万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $55.71万 | 0.02% | 9,892 | 9,892 | — | $55.71万 | 新建仓 |
| SEIC | SEI INVTS CO | $55.89万 | 0.02% | 7,122 | 7,122 | — | $55.89万 | 新建仓 |
| PWRD | TCW ETF TRUST | $55.94万 | 0.02% | 5,722 | 2,842 | 98.7% | $27.79万 | 加仓 |
| — | WISDOMTREE TR | $56.09万 | 0.02% | 12,690 | 6,837 | 116.8% | $30.22万 | 加仓 |
| RGLD | ROYAL GOLD INC | $56.14万 | 0.02% | 2,206 | 1,206 | 120.6% | $30.69万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.16万 | 0.02% | 5,010 | 1,483 | 42.0% | $16.62万 | 重新持有 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $56.27万 | 0.02% | 28,492 | 28,492 | — | $56.27万 | 新建仓 |
| ASHR | DBX ETF TR | $56.32万 | 0.02% | 17,255 | 17,255 | — | $56.32万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $56.48万 | 0.02% | 11,774 | 11,774 | — | $56.48万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $56.58万 | 0.02% | 8,757 | 8,757 | — | $56.58万 | 新建仓 |