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 |
|---|---|---|---|---|---|---|---|---|
| G | GENPACT LIMITED | $35.98万 | 0.02% | 13,084 | -3,821 | -22.6% | -$10.51万 | 减仓 |
| COHR | COHERENT CORP | $36.02万 | 0.02% | 913 | -922 | -50.2% | -$36.37万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $36.23万 | 0.02% | 9,932 | -15,500 | -60.9% | -$56.54万 | 减仓 |
| SUSB | ISHARES TR | $36.61万 | 0.02% | 14,651 | 14,651 | — | $36.61万 | 新建仓 |
| F | FORD MTR CO | $36.82万 | 0.02% | 26,489 | -31,820 | -54.6% | -$44.23万 | 减仓 |
| PKG | PACKAGING CORP AMER | $36.84万 | 0.02% | 1,546 | -1,560 | -50.2% | -$37.17万 | 减仓 |
| SRE | SEMPRA | $36.84万 | 0.02% | 3,974 | -2,253 | -36.2% | -$20.89万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $37.07万 | 0.02% | 18,941 | -4,705 | -19.9% | -$9.21万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $37.19万 | 0.02% | 3,951 | -477 | -10.8% | -$4.49万 | 减仓 |
| ORCL | ORACLE CORP | $37.20万 | 0.02% | 2,538 | -1,641 | -39.3% | -$24.05万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $37.43万 | 0.02% | 4,797 | -6,025 | -55.7% | -$47.01万 | 减仓 |
| AIQ | GLOBAL X FDS | $37.44万 | 0.02% | 5,706 | -4,090 | -41.8% | -$26.84万 | 减仓 |
| LOW | LOWES COS INC | $37.53万 | 0.02% | 1,702 | -1,834 | -51.9% | -$40.44万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $37.67万 | 0.02% | 9,350 | -5,311 | -36.2% | -$21.40万 | 减仓 |
| RKLB | ROCKET LAB CORP | $37.69万 | 0.02% | 3,708 | -2,024 | -35.3% | -$20.57万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $37.73万 | 0.02% | 4,542 | -4,891 | -51.8% | -$40.63万 | 减仓 |
| OMC | OMNICOM GROUP INC | $37.83万 | 0.02% | 5,195 | -7,959 | -60.5% | -$57.96万 | 减仓 |
| QDPL | PACER FDS TR | $37.88万 | 0.02% | 8,406 | -8,784 | -51.1% | -$39.59万 | 减仓 |
| TXN | TEXAS INSTRS INC | $38.07万 | 0.02% | 1,277 | -892 | -41.1% | -$26.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $38.11万 | 0.02% | 4,629 | -4,629 | -50.0% | -$38.11万 | 减仓 |
| CI | THE CIGNA GROUP | $38.13万 | 0.02% | 1,383 | -1,887 | -57.7% | -$52.02万 | 减仓 |
| KB | KB FINL GROUP INC | $38.17万 | 0.02% | 3,637 | 1,141 | 45.7% | $11.98万 | 加仓 |
| EG | EVEREST GROUP LTD | $38.54万 | 0.02% | 1,079 | 125 | 13.1% | $4.46万 | 加仓 |
| C | CITIGROUP INC | $38.59万 | 0.02% | 2,757 | -2,097 | -43.2% | -$29.35万 | 减仓 |
| IGEB | ISHARES TR | $38.67万 | 0.02% | 8,573 | 1,135 | 15.3% | $5.12万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $38.76万 | 0.02% | 1,733 | -160 | -8.5% | -$3.58万 | 减仓 |
| SNDK | SANDISK CORP | $38.88万 | 0.02% | 171 | 171 | — | $38.88万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $38.93万 | 0.02% | 1,639 | -1,999 | -54.9% | -$47.48万 | 减仓 |
| CRH | CRH PLC | $38.97万 | 0.02% | 3,642 | 1,348 | 58.8% | $14.42万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $39.01万 | 0.02% | 8,182 | -1,694 | -17.2% | -$8.08万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.15万 | 0.02% | 10,714 | -32,520 | -75.2% | -$118.83万 | 减仓 |
| TMUS | T-MOBILE US INC | $39.18万 | 0.02% | 2,336 | -2,415 | -50.8% | -$40.50万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $39.22万 | 0.02% | 7,743 | -2,751 | -26.2% | -$13.93万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $39.52万 | 0.02% | 3,565 | -3,287 | -48.0% | -$36.44万 | 减仓 |
| STM | STMICROELECTRONICS N V | $39.57万 | 0.02% | 5,283 | 5,283 | — | $39.57万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $39.61万 | 0.02% | 8,657 | -6,691 | -43.6% | -$30.61万 | 减仓 |
| MCK | MCKESSON CORP | $39.67万 | 0.02% | 525 | -865 | -62.2% | -$65.37万 | 减仓 |
| HSY | HERSHEY CO | $39.70万 | 0.02% | 2,263 | -311 | -12.1% | -$5.46万 | 减仓 |
| HYS | PIMCO ETF TR | $39.84万 | 0.02% | 4,260 | -2,536 | -37.3% | -$23.72万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $40.08万 | 0.02% | 3,969 | -2,171 | -35.4% | -$21.92万 | 减仓 |
| CIEN | CIENA CORP | $40.52万 | 0.02% | 826 | -316 | -27.7% | -$15.50万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.54万 | 0.02% | 12,177 | -37,483 | -75.5% | -$124.78万 | 减仓 |
| ALC | ALCON AG | $40.71万 | 0.02% | 6,067 | 6,067 | — | $40.71万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $40.90万 | 0.02% | 2,629 | -63 | -2.3% | -$9,801 | 减仓 |
| BWA | BORGWARNER INC | $40.96万 | 0.02% | 6,169 | 6,169 | — | $40.96万 | 新建仓 |
| EOG | EOG RES INC | $41.04万 | 0.02% | 3,164 | -1,722 | -35.2% | -$22.34万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $41.12万 | 0.02% | 2,940 | -1,362 | -31.7% | -$19.05万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $41.14万 | 0.02% | 5,608 | -4,284 | -43.3% | -$31.43万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.20万 | 0.02% | 1,673 | 628 | 60.1% | $15.46万 | 加仓 |
| FROG | JFROG LTD | $41.26万 | 0.02% | 4,540 | 4,540 | — | $41.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $41.29万 | 0.02% | 4,997 | -9,158 | -64.7% | -$75.67万 | 减仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $41.39万 | 0.02% | 13,090 | -62,483 | -82.7% | -$197.56万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $41.40万 | 0.02% | 24,792 | -17,678 | -41.6% | -$29.52万 | 减仓 |
| DBEF | DBX ETF TR | $41.53万 | 0.02% | 7,602 | -7,974 | -51.2% | -$43.56万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $41.72万 | 0.03% | 1,246 | -825 | -39.8% | -$27.62万 | 减仓 |
| VHT | VANGUARD WORLD FD | $41.73万 | 0.03% | 1,396 | -1,736 | -55.4% | -$51.90万 | 减仓 |
| ESGE | ISHARES INC | $41.74万 | 0.03% | 7,632 | -11,381 | -59.9% | -$62.25万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $42.00万 | 0.03% | 15,850 | -7,813 | -33.0% | -$20.71万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $42.09万 | 0.03% | 2,272 | -1,987 | -46.7% | -$36.81万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $42.33万 | 0.03% | 1,270 | -2,676 | -67.8% | -$89.20万 | 减仓 |
| IWP | ISHARES TR | $42.34万 | 0.03% | 2,892 | -2,892 | -50.0% | -$42.34万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $42.36万 | 0.03% | 4,591 | -5,271 | -53.4% | -$48.63万 | 减仓 |
| EBAY | EBAY INC. | $42.57万 | 0.03% | 3,809 | -1,106 | -22.5% | -$12.36万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $42.66万 | 0.03% | 4,735 | -3,360 | -41.5% | -$30.27万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $42.83万 | 0.03% | 11,102 | -15,558 | -58.4% | -$60.02万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $43.25万 | 0.03% | 3,263 | -994 | -23.3% | -$13.17万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.39万 | 0.03% | 4,712 | -4,153 | -46.8% | -$38.25万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $43.68万 | 0.03% | 4,724 | -1,706 | -26.5% | -$15.78万 | 减仓 |
| ENB | ENBRIDGE INC | $43.85万 | 0.03% | 8,089 | -7,526 | -48.2% | -$40.80万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $43.98万 | 0.03% | 2,075 | -441 | -17.5% | -$9.35万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $44.72万 | 0.03% | 8,923 | -76,010 | -89.5% | -$380.97万 | 减仓 |
| IWD | ISHARES TR | $44.88万 | 0.03% | 1,851 | -1,606 | -46.5% | -$38.94万 | 减仓 |
| — | LATTICE STRATEGIES TR | $44.88万 | 0.03% | 8,023 | -12,497 | -60.9% | -$69.91万 | 减仓 |
| NOBL | PROSHARES TR | $45.00万 | 0.03% | 8,013 | -7,703 | -49.0% | -$43.26万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $45.16万 | 0.03% | 8,412 | 3,446 | 69.4% | $18.50万 | 加仓 |
| — | VANGUARD MUN BD FDS | $45.16万 | 0.03% | 4,310 | -2,316 | -35.0% | -$24.26万 | 减仓 |
| AIZ | ASSURANT INC | $45.17万 | 0.03% | 1,682 | 528 | 45.8% | $14.18万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $45.31万 | 0.03% | 5,907 | -6,331 | -51.7% | -$48.56万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $45.57万 | 0.03% | 18,562 | -8,258 | -30.8% | -$20.27万 | 减仓 |
| NXT | NEXTPOWER INC | $45.64万 | 0.03% | 3,831 | 414 | 12.1% | $4.93万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $45.66万 | 0.03% | 14,391 | 14,391 | — | $45.66万 | 新建仓 |
| SEIC | SEI INVTS CO | $45.71万 | 0.03% | 5,211 | -1,911 | -26.8% | -$16.76万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $45.89万 | 0.03% | 13,255 | -13,020 | -49.6% | -$45.08万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $45.99万 | 0.03% | 4,683 | -4,834 | -50.8% | -$47.47万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $46.18万 | 0.03% | 4,412 | 4,412 | — | $46.18万 | 新建仓 |
| RL | RALPH LAUREN CORP | $46.28万 | 0.03% | 1,153 | -71 | -5.8% | -$2.85万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $46.49万 | 0.03% | 14,811 | -13,785 | -48.2% | -$43.27万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $46.63万 | 0.03% | 3,993 | -3,418 | -46.1% | -$39.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.67万 | 0.03% | 13,793 | -1,564 | -10.2% | -$5.29万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $46.90万 | 0.03% | 16,151 | 331 | 2.1% | $9,612 | 加仓 |
| EMB | ISHARES TR | $47.29万 | 0.03% | 4,903 | -3,254 | -39.9% | -$31.38万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $47.44万 | 0.03% | 6,997 | -5,003 | -41.7% | -$33.92万 | 减仓 |
| TJX | TJX COS INC NEW | $47.52万 | 0.03% | 3,136 | -2,133 | -40.5% | -$32.32万 | 减仓 |
| MINO | PIMCO ETF TR | $47.59万 | 0.03% | 10,400 | -4,300 | -29.3% | -$19.68万 | 减仓 |
| TFI | SPDR SERIES TRUST | $47.60万 | 0.03% | 10,393 | -2,140 | -17.1% | -$9.80万 | 减仓 |
| IRM | IRON MTN INC DEL | $47.78万 | 0.03% | 3,783 | -234 | -5.8% | -$2.96万 | 减仓 |
| PFE | PFIZER INC | $47.88万 | 0.03% | 19,883 | -23,708 | -54.4% | -$57.09万 | 减仓 |
| AMLP | ALPS ETF TR | $48.24万 | 0.03% | 9,304 | -9,424 | -50.3% | -$48.86万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $48.79万 | 0.03% | 3,021 | -1,989 | -39.7% | -$32.13万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $48.94万 | 0.03% | 7,665 | -8,643 | -53.0% | -$55.19万 | 减仓 |