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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $75.31万 | 0.05% | 7,824 | -4,015 | -33.9% | -$38.65万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $75.69万 | 0.05% | 2,693 | 1,049 | 63.8% | $29.48万 | 加仓 |
| SHV | ISHARES TR | $76.12万 | 0.05% | 6,898 | 473 | 7.4% | $5.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $76.34万 | 0.05% | 8,697 | -2,503 | -22.3% | -$21.97万 | 减仓 |
| QQQI | NEOS ETF TRUST | $76.37万 | 0.05% | 13,447 | -3,781 | -21.9% | -$21.47万 | 减仓 |
| IWMI | NEOS ETF TRUST | $77.31万 | 0.05% | 14,445 | -3,747 | -20.6% | -$20.05万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $77.71万 | 0.05% | 8,564 | -15,431 | -64.3% | -$140.01万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $78.57万 | 0.05% | 15,617 | -12,775 | -45.0% | -$64.27万 | 减仓 |
| ETN | EATON CORP PLC | $78.75万 | 0.05% | 1,848 | -1,483 | -44.5% | -$63.20万 | 减仓 |
| NRG | NRG ENERGY INC | $79.12万 | 0.05% | 5,417 | 261 | 5.1% | $3.81万 | 加仓 |
| HAL | HALLIBURTON CO | $79.45万 | 0.05% | 23,401 | 3,636 | 18.4% | $12.34万 | 加仓 |
| STIP | ISHARES TR | $79.75万 | 0.05% | 7,807 | -5,101 | -39.5% | -$52.11万 | 减仓 |
| QGRW | WISDOMTREE TR | $80.12万 | 0.05% | 12,134 | -10,114 | -45.5% | -$66.78万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $80.41万 | 0.05% | 3,244 | -16,410 | -83.5% | -$406.76万 | 减仓 |
| EWU | ISHARES TR | $80.78万 | 0.05% | 17,508 | 17,508 | — | $80.78万 | 新建仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $80.85万 | 0.05% | 19,354 | -22,496 | -53.8% | -$93.98万 | 减仓 |
| COP | CONOCOPHILLIPS | $80.86万 | 0.05% | 7,778 | -2,673 | -25.6% | -$27.79万 | 减仓 |
| ADI | ANALOG DEVICES INC | $81.37万 | 0.05% | 2,049 | 228 | 12.5% | $9.05万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $81.90万 | 0.05% | 4,821 | -603 | -11.1% | -$10.24万 | 减仓 |
| PICK | ISHARES INC | $81.93万 | 0.05% | 14,089 | 14,089 | — | $81.93万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $82.10万 | 0.05% | 4,766 | -900 | -15.9% | -$15.50万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $82.32万 | 0.05% | 53,143 | -53,093 | -50.0% | -$82.24万 | 减仓 |
| QCOM | QUALCOMM INC | $82.71万 | 0.05% | 4,475 | -4,195 | -48.4% | -$77.53万 | 减仓 |
| EXEL | EXELIXIS INC | $82.93万 | 0.05% | 15,242 | 19 | 0.1% | $1,034 | 加仓 |
| MPC | MARATHON PETE CORP | $83.00万 | 0.05% | 3,246 | -2,958 | -47.7% | -$75.63万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $83.09万 | 0.05% | 44,068 | -12,779 | -22.5% | -$24.10万 | 减仓 |
| SHEL | SHELL PLC | $83.12万 | 0.05% | 10,720 | -4,114 | -27.7% | -$31.90万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $84.41万 | 0.05% | 7,879 | -7,449 | -48.6% | -$79.81万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $85.07万 | 0.05% | 7,006 | -2,763 | -28.3% | -$33.55万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $85.26万 | 0.05% | 57,670 | -57,710 | -50.0% | -$85.32万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $85.31万 | 0.05% | 6,273 | 48 | 0.8% | $6,528 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $86.11万 | 0.05% | 2,525 | -2,294 | -47.6% | -$78.23万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $86.55万 | 0.05% | 12,397 | -12,231 | -49.7% | -$85.39万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $86.88万 | 0.05% | 12,855 | -14,725 | -53.4% | -$99.51万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $89.17万 | 0.05% | 5,048 | -4,426 | -46.7% | -$78.18万 | 减仓 |
| PLD | PROLOGIS INC. | $89.42万 | 0.05% | 6,601 | -1,129 | -14.6% | -$15.29万 | 减仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $89.48万 | 0.05% | 35,326 | 35,326 | — | $89.48万 | 新建仓 |
| — | ISHARES TR | $89.63万 | 0.05% | 34,080 | 34,080 | — | $89.63万 | 新建仓 |
| IEF | ISHARES TR | $89.77万 | 0.05% | 9,492 | -22,392 | -70.2% | -$211.77万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $89.83万 | 0.05% | 15,435 | 2,457 | 18.9% | $14.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $90.04万 | 0.05% | 4,500 | 4,500 | — | $90.04万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $90.57万 | 0.05% | 34,328 | -30,113 | -46.7% | -$79.45万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $90.62万 | 0.05% | 30,008 | -30,406 | -50.3% | -$91.83万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $90.71万 | 0.05% | 21,947 | -16,015 | -42.2% | -$66.19万 | 减仓 |
| WPC | WP CAREY INC | $90.81万 | 0.05% | 12,701 | -12,975 | -50.5% | -$92.77万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $91.17万 | 0.05% | 49,148 | -44,764 | -47.7% | -$83.04万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $91.44万 | 0.05% | 2,110 | -1,689 | -44.5% | -$73.19万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $91.44万 | 0.05% | 18,204 | -14,480 | -44.3% | -$72.73万 | 减仓 |
| AGGY | WISDOMTREE TR | $91.57万 | 0.05% | 21,061 | -22,516 | -51.7% | -$97.90万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $92.14万 | 0.06% | 11,826 | -10,626 | -47.3% | -$82.79万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.29万 | 0.06% | 7,305 | -2,993 | -29.1% | -$37.81万 | 减仓 |
| AMGN | AMGEN INC | $92.61万 | 0.06% | 2,558 | -1,765 | -40.8% | -$63.90万 | 减仓 |
| CLS | CELESTICA INC | $93.39万 | 0.06% | 2,560 | -1,040 | -28.9% | -$37.94万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $93.75万 | 0.06% | 31,981 | -29,245 | -47.8% | -$85.73万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $94.83万 | 0.06% | 5,550 | 5,550 | — | $94.83万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $94.96万 | 0.06% | 36,686 | -32,533 | -47.0% | -$84.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $95.08万 | 0.06% | 12,790 | -3,417 | -21.1% | -$25.40万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $95.17万 | 0.06% | 8,361 | -17,502 | -67.7% | -$199.21万 | 减仓 |
| DLN | WISDOMTREE TR | $95.66万 | 0.06% | 9,931 | -905 | -8.4% | -$8.72万 | 减仓 |
| IWX | ISHARES TR | $96.75万 | 0.06% | 9,200 | -2,691 | -22.6% | -$28.30万 | 减仓 |
| LQD | ISHARES TR | $96.85万 | 0.06% | 8,879 | -247 | -2.7% | -$2.69万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $96.97万 | 0.06% | 43,897 | -10,589 | -19.4% | -$23.39万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $96.98万 | 0.06% | 21,996 | -16,610 | -43.0% | -$73.23万 | 减仓 |
| NFLX | NETFLIX INC. | $97.40万 | 0.06% | 13,642 | -8,421 | -38.2% | -$60.13万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $97.82万 | 0.06% | 7,992 | 2,117 | 36.0% | $25.91万 | 加仓 |
| EAGG | ISHARES TR | $97.86万 | 0.06% | 20,642 | -13,529 | -39.6% | -$64.14万 | 减仓 |
| ESGU | ISHARES TR | $98.63万 | 0.06% | 6,026 | -4,947 | -45.1% | -$80.97万 | 减仓 |
| EME | EMCOR GROUP INC | $99.09万 | 0.06% | 1,194 | 30 | 2.6% | $2.49万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $99.55万 | 0.06% | 10,826 | -8,038 | -42.6% | -$73.92万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $100.06万 | 0.06% | 12,106 | -7,526 | -38.3% | -$62.20万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $100.24万 | 0.06% | 42,030 | -18,454 | -30.5% | -$44.01万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $101.02万 | 0.06% | 11,794 | 8,510 | 259.1% | $72.89万 | 加仓 |
| DTD | WISDOMTREE TR | $101.30万 | 0.06% | 10,863 | -11,360 | -51.1% | -$105.93万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $102.07万 | 0.06% | 22,334 | -20,182 | -47.5% | -$92.23万 | 减仓 |
| DSI | ISHARES TR | $102.92万 | 0.06% | 7,228 | -7,234 | -50.0% | -$103.01万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $103.28万 | 0.06% | 4,256 | 572 | 15.5% | $13.88万 | 加仓 |
| LIN | LINDE PLC | $103.35万 | 0.06% | 1,992 | -728 | -26.8% | -$37.77万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $103.79万 | 0.06% | 1,061 | -381 | -26.4% | -$37.27万 | 减仓 |
| IWM | ISHARES TR | $104.25万 | 0.06% | 3,470 | -1,530 | -30.6% | -$45.96万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $104.52万 | 0.06% | 5,760 | -5,552 | -49.1% | -$100.74万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $106.88万 | 0.06% | 9,943 | -9,987 | -50.1% | -$107.36万 | 减仓 |
| EWY | ISHARES INC | $107.17万 | 0.06% | 5,308 | 5,308 | — | $107.17万 | 新建仓 |
| EFAV | ISHARES TR | $107.94万 | 0.06% | 12,307 | -10,837 | -46.8% | -$95.05万 | 减仓 |
| TIP | ISHARES TR | $108.20万 | 0.06% | 9,888 | -965 | -8.9% | -$10.56万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $108.21万 | 0.06% | 2,508 | -2,357 | -48.4% | -$101.69万 | 减仓 |
| KO | COCA COLA CO | $110.87万 | 0.07% | 13,642 | -6,976 | -33.8% | -$56.70万 | 减仓 |
| IEUR | ISHARES TR | $112.63万 | 0.07% | 14,983 | 1,641 | 12.3% | $12.34万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $113.08万 | 0.07% | 14,107 | -15,740 | -52.7% | -$126.18万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $113.99万 | 0.07% | 23,576 | -1,552 | -6.2% | -$7.50万 | 减仓 |
| QUAL | ISHARES TR | $114.29万 | 0.07% | 5,209 | -49,557 | -90.5% | -$1,087.35万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $114.72万 | 0.07% | 2,966 | 1,655 | 126.2% | $64.01万 | 加仓 |
| IXJ | ISHARES TR | $115.90万 | 0.07% | 11,781 | 11,781 | — | $115.90万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.94万 | 0.07% | 19,423 | -17,706 | -47.7% | -$105.69万 | 减仓 |
| EWW | ISHARES INC | $115.96万 | 0.07% | 15,406 | 15,406 | — | $115.96万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $115.97万 | 0.07% | 9,162 | -4,473 | -32.8% | -$56.62万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $115.99万 | 0.07% | 46,265 | 46,265 | — | $115.99万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $117.04万 | 0.07% | 61,213 | -58,625 | -48.9% | -$112.09万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $117.58万 | 0.07% | 32,310 | 26,215 | 430.1% | $95.40万 | 加仓 |
| WM | WASTE MGMT INC DEL | $119.39万 | 0.07% | 5,357 | -2,778 | -34.1% | -$61.91万 | 减仓 |
| AZN | ASTRAZENECA PLC | $119.97万 | 0.07% | 6,327 | -1,106 | -14.9% | -$20.97万 | 减仓 |