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 |
|---|---|---|---|---|---|---|---|---|
| ARKG | ARK ETF TR | $26.26万 | 0.02% | 6,243 | -6,979 | -52.8% | -$29.35万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $26.29万 | 0.02% | 1,420 | -1,484 | -51.1% | -$27.47万 | 减仓 |
| FDX | FEDEX CORP | $26.37万 | 0.02% | 842 | -783 | -48.2% | -$24.52万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $26.39万 | 0.02% | 6,687 | -7,796 | -53.8% | -$30.77万 | 减仓 |
| IGSB | ISHARES TR | $26.54万 | 0.02% | 5,063 | -479 | -8.6% | -$2.51万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.83万 | 0.02% | 278 | 278 | — | $26.83万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $26.97万 | 0.02% | 1,602 | -1,928 | -54.6% | -$32.46万 | 减仓 |
| AGX | ARGAN INC | $26.99万 | 0.02% | 338 | 338 | — | $26.99万 | 新建仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $27.03万 | 0.02% | 3,101 | -3,628 | -53.9% | -$31.62万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.15万 | 0.02% | 4,713 | -4,273 | -47.6% | -$24.62万 | 减仓 |
| DTH | WISDOMTREE TR | $27.17万 | 0.02% | 5,021 | -4,671 | -48.2% | -$25.27万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $27.43万 | 0.02% | 9,814 | -9,046 | -48.0% | -$25.28万 | 减仓 |
| WWJD | NORTHERN LTS FD TR IV | $27.45万 | 0.02% | 7,199 | -3,967 | -35.5% | -$15.13万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $27.65万 | 0.02% | 2,849 | -5,008 | -63.7% | -$48.61万 | 减仓 |
| USHY | ISHARES TR | $27.66万 | 0.02% | 7,473 | -2,722 | -26.7% | -$10.08万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $27.70万 | 0.02% | 1,830 | -862 | -32.0% | -$13.05万 | 减仓 |
| SYSB | ISHARES TR | $27.87万 | 0.02% | 3,141 | -2,811 | -47.2% | -$24.94万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $28.01万 | 0.02% | 4,672 | -1,434 | -23.5% | -$8.60万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $28.06万 | 0.02% | 5,093 | -1,754 | -25.6% | -$9.66万 | 减仓 |
| CALF | PACER FDS TR | $28.07万 | 0.02% | 5,546 | -3,388 | -37.9% | -$17.15万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $28.07万 | 0.02% | 5,372 | -1,763 | -24.7% | -$9.21万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.02% | 6,009 | -1,633 | -21.4% | -$7.63万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $28.12万 | 0.02% | 5,003 | -1,541 | -23.5% | -$8.66万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $28.12万 | 0.02% | 4,808 | -1,659 | -25.7% | -$9.70万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $28.12万 | 0.02% | 4,612 | -1,571 | -25.4% | -$9.58万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $28.13万 | 0.02% | 4,725 | -1,573 | -25.0% | -$9.37万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $28.14万 | 0.02% | 5,166 | -1,766 | -25.5% | -$9.62万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $28.14万 | 0.02% | 5,109 | -1,761 | -25.6% | -$9.70万 | 减仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $28.15万 | 0.02% | 4,190 | 4,190 | — | $28.15万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $28.15万 | 0.02% | 5,384 | -1,850 | -25.6% | -$9.67万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $28.19万 | 0.02% | 4,989 | -1,679 | -25.2% | -$9.49万 | 减仓 |
| DMXF | ISHARES TR | $28.21万 | 0.02% | 3,335 | -2,860 | -46.2% | -$24.19万 | 减仓 |
| NWFL | NORWOOD FINANCIAL CORP | $28.33万 | 0.02% | 8,811 | -8,811 | -50.0% | -$28.33万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.34万 | 0.02% | 1,282 | 1,282 | — | $28.34万 | 新建仓 |
| QHY | WISDOMTREE TR | $28.58万 | 0.02% | 6,240 | -1,750 | -21.9% | -$8.02万 | 减仓 |
| — | WISDOMTREE TR | $28.62万 | 0.02% | 6,481 | -6,209 | -48.9% | -$27.42万 | 减仓 |
| TRFK | PACER FDS TR | $28.65万 | 0.02% | 2,685 | -2,625 | -49.4% | -$28.01万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.72万 | 0.02% | 1,056 | 1,056 | — | $28.72万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.78万 | 0.02% | 1,254 | -277 | -18.1% | -$6.36万 | 减仓 |
| LONZ | PIMCO ETF TR | $29.34万 | 0.02% | 5,951 | -7,567 | -56.0% | -$37.31万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $29.38万 | 0.02% | 1,883 | -2,890 | -60.5% | -$45.09万 | 减仓 |
| ATI | ATI INC | $29.41万 | 0.02% | 1,492 | -1,947 | -56.6% | -$38.38万 | 减仓 |
| SDY | SPDR SERIES TRUST | $29.57万 | 0.02% | 1,943 | -1,337 | -40.8% | -$20.35万 | 减仓 |
| HON | HONEYWELL INTL INC | $29.59万 | 0.02% | 1,322 | -4,305 | -76.5% | -$96.37万 | 减仓 |
| VICI | VICI PPTYS INC | $29.59万 | 0.02% | 11,146 | -1,737 | -13.5% | -$4.61万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.64万 | 0.02% | 3,174 | -7,620 | -70.6% | -$71.17万 | 减仓 |
| LOGI | LOGITECH INTL S A | $29.90万 | 0.02% | 3,180 | 186 | 6.2% | $1.75万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $29.94万 | 0.02% | 2,070 | -510 | -19.8% | -$7.38万 | 减仓 |
| CRM | SALESFORCE INC | $30.00万 | 0.02% | 1,915 | -1,766 | -48.0% | -$27.66万 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $30.32万 | 0.02% | 5,895 | 1,955 | 49.6% | $10.06万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $30.38万 | 0.02% | 3,150 | -66 | -2.1% | -$6,364 | 减仓 |
| CACI | CACI INTL INC | $30.39万 | 0.02% | 656 | -100 | -13.2% | -$4.63万 | 减仓 |
| IWV | ISHARES TR | $30.42万 | 0.02% | 713 | -685 | -49.0% | -$29.23万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $30.47万 | 0.02% | 6,658 | -2,603 | -28.1% | -$11.91万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $30.48万 | 0.02% | 10,668 | 10,668 | — | $30.48万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $30.56万 | 0.02% | 5,887 | -2,259 | -27.7% | -$11.73万 | 减仓 |
| DDWM | WISDOMTREE TR | $30.58万 | 0.02% | 6,621 | -6,557 | -49.8% | -$30.28万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $30.93万 | 0.02% | 7,580 | -7,646 | -50.2% | -$31.20万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $30.95万 | 0.02% | 11,443 | -8,879 | -43.7% | -$24.02万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $31.01万 | 0.02% | 13,431 | -3,195 | -19.2% | -$7.38万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $31.05万 | 0.02% | 1,905 | 129 | 7.3% | $2.10万 | 加仓 |
| EMLC | VANECK ETF TRUST | $31.10万 | 0.02% | 12,166 | -967 | -7.4% | -$2.47万 | 减仓 |
| EMHY | ISHARES INC | $31.35万 | 0.02% | 7,710 | 513 | 7.1% | $2.09万 | 加仓 |
| WELL | WELLTOWER INC | $31.39万 | 0.02% | 1,383 | -793 | -36.4% | -$18.00万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $31.52万 | 0.02% | 511 | -466 | -47.7% | -$28.74万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $31.82万 | 0.02% | 13,530 | -5,281 | -28.1% | -$12.42万 | 减仓 |
| FAST | FASTENAL CO | $32.00万 | 0.02% | 6,662 | -7,816 | -54.0% | -$37.54万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $32.19万 | 0.02% | 2,831 | 182 | 6.9% | $2.07万 | 加仓 |
| TGT | TARGET CORP | $32.49万 | 0.02% | 2,488 | -2,947 | -54.2% | -$38.49万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $32.60万 | 0.02% | 988 | -137 | -12.2% | -$4.52万 | 减仓 |
| NLR | VANECK ETF TRUST | $32.66万 | 0.02% | 2,816 | -3,071 | -52.2% | -$35.62万 | 减仓 |
| NGG | NATIONAL GRID PLC | $32.78万 | 0.02% | 3,955 | -3,813 | -49.1% | -$31.60万 | 减仓 |
| TOUS | T ROWE PRICE EXCHANGE-TRADED | $32.90万 | 0.02% | 8,575 | -826,123 | -99.0% | -$3,169.82万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $32.92万 | 0.02% | 1,505 | -255 | -14.5% | -$5.58万 | 减仓 |
| APH | AMPHENOL CORP | $33.31万 | 0.02% | 1,889 | -1,707 | -47.5% | -$30.10万 | 减仓 |
| PPG | PPG INDS INC | $33.32万 | 0.02% | 2,747 | 16 | 0.6% | $1,941 | 加仓 |
| SIL | GLOBAL X FDS | $33.34万 | 0.02% | 4,304 | -4,020 | -48.3% | -$31.14万 | 减仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $33.43万 | 0.02% | 1,672 | -1,764 | -51.3% | -$35.27万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $33.55万 | 0.02% | 2,156 | -2,156 | -50.0% | -$33.55万 | 减仓 |
| IQLT | ISHARES TR | $33.82万 | 0.02% | 6,826 | -7,270 | -51.6% | -$36.02万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $33.89万 | 0.02% | 5,091 | -5,503 | -51.9% | -$36.63万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $33.90万 | 0.02% | 8,205 | -11,258 | -57.8% | -$46.52万 | 减仓 |
| ADBE | ADOBE INC | $33.97万 | 0.02% | 1,657 | -64 | -3.7% | -$1.31万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $34.26万 | 0.02% | 4,970 | -4,681 | -48.5% | -$32.26万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $34.35万 | 0.02% | 7,896 | -39,598 | -83.4% | -$172.26万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $34.37万 | 0.02% | 4,431 | 4,431 | — | $34.37万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $34.56万 | 0.02% | 1,358 | -208 | -13.3% | -$5.29万 | 减仓 |
| EVUS | ISHARES TR | $34.79万 | 0.02% | 9,909 | -2,222 | -18.3% | -$7.80万 | 减仓 |
| MDT | MEDTRONIC PLC | $34.80万 | 0.02% | 4,449 | -1,735 | -28.1% | -$13.57万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.88万 | 0.02% | 4,297 | -1,543 | -26.4% | -$12.52万 | 减仓 |
| PAVE | GLOBAL X FDS | $35.10万 | 0.02% | 5,957 | -3,804 | -39.0% | -$22.41万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $35.22万 | 0.02% | 7,044 | -4,542 | -39.2% | -$22.71万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $35.30万 | 0.02% | 6,991 | -8,485 | -54.8% | -$42.84万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $35.54万 | 0.02% | 6,725 | -1,855 | -21.6% | -$9.80万 | 减仓 |
| MMM | 3M CO | $35.61万 | 0.02% | 2,199 | -1,932 | -46.8% | -$31.28万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $35.69万 | 0.02% | 18,499 | -18,374 | -49.8% | -$35.44万 | 减仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $35.81万 | 0.02% | 3,491 | -2,807 | -44.6% | -$28.79万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $35.83万 | 0.02% | 20,042 | -21,196 | -51.4% | -$37.90万 | 减仓 |
| GMED | GLOBUS MED INC | $35.95万 | 0.02% | 4,551 | 4,551 | — | $35.95万 | 新建仓 |
| PWRD | TCW ETF TRUST | $35.98万 | 0.02% | 2,926 | -2,796 | -48.9% | -$34.38万 | 减仓 |