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 |
|---|---|---|---|---|---|---|---|---|
| FALN | ISHARES TR | $56.66万 | 0.02% | 21,205 | 21,205 | — | $56.66万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $56.79万 | 0.02% | 18,606 | 18,606 | — | $56.79万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $56.83万 | 0.02% | 12,533 | 12,533 | — | $56.83万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $56.99万 | 0.02% | 24,437 | 24,437 | — | $56.99万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $57.31万 | 0.02% | 6,225 | 6,225 | — | $57.31万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $57.49万 | 0.02% | 4,138 | 4,138 | — | $57.49万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $57.54万 | 0.02% | 14,483 | 8,251 | 132.4% | $32.78万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $57.56万 | 0.02% | 4,257 | 4,257 | — | $57.56万 | 新建仓 |
| RY | ROYAL BK CDA | $57.64万 | 0.02% | 3,563 | 3,563 | — | $57.64万 | 新建仓 |
| ICLN | ISHARES TR | $57.84万 | 0.02% | 31,626 | 31,626 | — | $57.84万 | 新建仓 |
| FDX | FEDEX CORP | $57.88万 | 0.02% | 1,625 | 899 | 123.8% | $32.02万 | 加仓 |
| ADI | ANALOG DEVICES INC | $57.91万 | 0.02% | 1,821 | 1,821 | — | $57.91万 | 新建仓 |
| GSK | GSK PLC | $58.01万 | 0.02% | 10,510 | 6,415 | 156.7% | $35.41万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $58.03万 | 0.02% | 12,882 | 7,071 | 121.7% | $31.86万 | 加仓 |
| DDWM | WISDOMTREE TR | $58.12万 | 0.02% | 13,178 | 6,535 | 98.4% | $28.82万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $58.32万 | 0.02% | 6,298 | 3,246 | 106.4% | $30.06万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $58.35万 | 0.02% | 20,322 | 20,322 | — | $58.35万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $58.51万 | 0.02% | 1,794 | 843 | 88.6% | $27.49万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $58.85万 | 0.02% | 8,900 | 8,900 | — | $58.85万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $58.85万 | 0.02% | 14,661 | 14,661 | — | $58.85万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $58.94万 | 0.02% | 5,716 | 2,911 | 103.8% | $30.02万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $59.62万 | 0.02% | 12,732 | 12,732 | — | $59.62万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $59.93万 | 0.02% | 8,332 | 5,445 | 188.6% | $39.17万 | 加仓 |
| MMM | 3M CO | $60.01万 | 0.02% | 4,131 | 2,495 | 152.5% | $36.24万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $60.19万 | 0.02% | 12,956 | 12,956 | — | $60.19万 | 新建仓 |
| GVI | ISHARES TR | $60.27万 | 0.02% | 5,650 | 5,650 | — | $60.27万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $60.46万 | 0.02% | 4,773 | 2,795 | 141.3% | $35.41万 | 加仓 |
| SRE | SEMPRA | $60.52万 | 0.02% | 6,227 | 6,227 | — | $60.52万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $60.59万 | 0.02% | 15,348 | 6,866 | 80.9% | $27.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $60.87万 | 0.02% | 8,095 | 2,886 | 55.4% | $21.70万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $61.36万 | 0.02% | 6,140 | 6,140 | — | $61.36万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $61.42万 | 0.02% | 10,594 | 5,437 | 105.4% | $31.52万 | 加仓 |
| ORCL | ORACLE CORP | $61.48万 | 0.02% | 4,179 | 3,010 | 257.5% | $44.28万 | 加仓 |
| SAN | BANCO SANTANDER SA | $61.49万 | 0.02% | 54,510 | 54,510 | — | $61.49万 | 新建仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $62.00万 | 0.02% | 6,852 | 3,542 | 107.0% | $32.05万 | 加仓 |
| UNP | UNION PAC CORP | $62.04万 | 0.02% | 2,557 | 2,557 | — | $62.04万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $62.54万 | 0.02% | 10,428 | 10,428 | — | $62.54万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $62.97万 | 0.02% | 23,663 | 15,827 | 202.0% | $42.12万 | 加仓 |
| G | GENPACT LIMITED | $62.97万 | 0.02% | 16,905 | 16,905 | — | $62.97万 | 新建仓 |
| HYS | PIMCO ETF TR | $63.39万 | 0.02% | 6,796 | 6,796 | — | $63.39万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $63.44万 | 0.02% | 6,932 | 6,932 | — | $63.44万 | 新建仓 |
| GLW | CORNING INC | $63.51万 | 0.02% | 4,670 | 4,670 | — | $63.51万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.79万 | 0.02% | 3,677 | 3,677 | — | $63.79万 | 新建仓 |
| CSHI | NEOS ETF TRUST | $64.06万 | 0.02% | 12,868 | 12,868 | — | $64.06万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $64.26万 | 0.03% | 12,000 | 5,925 | 97.5% | $31.73万 | 加仓 |
| AEE | AMEREN CORP | $64.28万 | 0.03% | 5,848 | 5,848 | — | $64.28万 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $64.49万 | 0.03% | 5,875 | 3,084 | 110.5% | $33.85万 | 加仓 |
| INTC | INTEL CORP | $64.68万 | 0.03% | 14,656 | 8,685 | 145.5% | $38.33万 | 重新持有 |
| AM | ANTERO MIDSTREAM CORP | $64.95万 | 0.03% | 28,489 | 28,489 | — | $64.95万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $64.98万 | 0.03% | 4,549 | 4,549 | — | $64.98万 | 新建仓 |
| IQLT | ISHARES TR | $65.17万 | 0.03% | 14,096 | 7,408 | 110.8% | $34.25万 | 加仓 |
| WTAI | WISDOMTREE TR | $65.22万 | 0.03% | 23,102 | 12,856 | 125.5% | $36.29万 | 加仓 |
| EXEL | EXELIXIS INC | $65.29万 | 0.03% | 15,223 | 15,223 | — | $65.29万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $65.69万 | 0.03% | 30,327 | 30,327 | — | $65.69万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $65.72万 | 0.03% | 7,768 | 7,768 | — | $65.72万 | 新建仓 |
| SBUX | STARBUCKS CORP | $65.76万 | 0.03% | 7,340 | 7,340 | — | $65.76万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $65.85万 | 0.03% | 9,258 | 4,304 | 86.9% | $30.61万 | 加仓 |
| TGT | TARGET CORP | $65.87万 | 0.03% | 5,435 | 2,421 | 80.3% | $29.34万 | 加仓 |
| PKG | PACKAGING CORP AMER | $65.92万 | 0.03% | 3,106 | 1,454 | 88.0% | $30.86万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $66.38万 | 0.03% | 9,651 | 9,651 | — | $66.38万 | 新建仓 |
| MINO | PIMCO ETF TR | $66.40万 | 0.03% | 14,700 | 14,700 | — | $66.40万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $66.60万 | 0.03% | 5,424 | 5,424 | — | $66.60万 | 新建仓 |
| LONZ | PIMCO ETF TR | $66.75万 | 0.03% | 13,518 | 13,518 | — | $66.75万 | 新建仓 |
| FAST | FASTENAL CO | $67.18万 | 0.03% | 14,478 | 7,827 | 117.7% | $36.32万 | 加仓 |
| F | FORD MTR CO | $67.29万 | 0.03% | 58,309 | 33,011 | 130.5% | $38.10万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $67.44万 | 0.03% | 11,474 | 11,474 | — | $67.44万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $67.49万 | 0.03% | 3,229 | 3,229 | — | $67.49万 | 新建仓 |
| — | VANGUARD MUN BD FDS | $67.92万 | 0.03% | 6,626 | 6,626 | — | $67.92万 | 新建仓 |
| CRM | SALESFORCE INC | $68.72万 | 0.03% | 3,681 | 2,864 | 350.6% | $53.47万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $68.74万 | 0.03% | 30,701 | 19,372 | 171.0% | $43.37万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $68.89万 | 0.03% | 4,259 | 2,093 | 96.6% | $33.85万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $68.94万 | 0.03% | 981 | 981 | — | $68.94万 | 新建仓 |
| QDPL | PACER FDS TR | $69.00万 | 0.03% | 17,190 | 8,407 | 95.7% | $33.74万 | 加仓 |
| COR | CENCORA INC | $69.08万 | 0.03% | 2,198 | 2,198 | — | $69.08万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $69.48万 | 0.03% | 3,448 | 3,448 | — | $69.48万 | 新建仓 |
| EIX | EDISON INTL | $69.99万 | 0.03% | 9,564 | 9,564 | — | $69.99万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $70.06万 | 0.03% | 36,873 | 19,437 | 111.5% | $36.93万 | 加仓 |
| NVS | NOVARTIS AG | $70.50万 | 0.03% | 4,616 | 4,616 | — | $70.50万 | 新建仓 |
| EOG | EOG RES INC | $70.63万 | 0.03% | 4,886 | 4,886 | — | $70.63万 | 新建仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $70.76万 | 0.03% | 6,430 | 3,271 | 103.5% | $35.99万 | 加仓 |
| IUSV | ISHARES TR | $70.76万 | 0.03% | 6,921 | 6,921 | — | $70.76万 | 新建仓 |
| SHV | ISHARES TR | $70.93万 | 0.03% | 6,425 | 6,425 | — | $70.93万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $71.74万 | 0.03% | 33,260 | 19,048 | 134.0% | $41.09万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $72.26万 | 0.03% | 10,822 | 10,822 | — | $72.26万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $72.42万 | 0.03% | 2,259 | 2,259 | — | $72.42万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $72.67万 | 0.03% | 42,470 | 26,210 | 161.2% | $44.85万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $72.77万 | 0.03% | 3,530 | 3,530 | — | $72.77万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $73.20万 | 0.03% | 41,238 | 22,124 | 115.7% | $39.27万 | 加仓 |
| IWD | ISHARES TR | $73.87万 | 0.03% | 3,457 | 1,775 | 105.5% | $37.93万 | 加仓 |
| IWP | ISHARES TR | $74.10万 | 0.03% | 5,784 | 2,897 | 100.3% | $37.12万 | 加仓 |
| SIL | GLOBAL X FDS | $74.98万 | 0.03% | 8,324 | 8,324 | — | $74.98万 | 新建仓 |
| NRG | NRG ENERGY INC | $75.35万 | 0.03% | 5,156 | 5,156 | — | $75.35万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $75.42万 | 0.03% | 7,857 | 7,857 | — | $75.42万 | 新建仓 |
| ITA | ISHARES TR | $75.91万 | 0.03% | 3,470 | -3,950 | -53.2% | -$86.41万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $75.97万 | 0.03% | 12,978 | 12,978 | — | $75.97万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $76.23万 | 0.03% | 16,308 | 9,037 | 124.3% | $42.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $76.56万 | 0.03% | 6,980 | 6,980 | — | $76.56万 | 新建仓 |
| EMB | ISHARES TR | $76.63万 | 0.03% | 8,157 | -9,981 | -55.0% | -$93.76万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $76.86万 | 0.03% | 3,638 | 2,312 | 174.4% | $48.84万 | 加仓 |
| DBEF | DBX ETF TR | $76.94万 | 0.03% | 15,576 | 7,654 | 96.6% | $37.81万 | 加仓 |