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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $224.94万 | 0.09% | 15,793 | 12,361 | 360.2% | $176.06万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $225.97万 | 0.09% | 45,198 | 24,511 | 118.5% | $122.54万 | 加仓 |
| SHY | ISHARES TR | $229.05万 | 0.09% | 27,740 | 21,527 | 346.5% | $177.75万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $230.99万 | 0.09% | 15,755 | -10,371 | -39.7% | -$152.05万 | 减仓 |
| ET | ENERGY TRANSFER L P | $231.29万 | 0.09% | 119,838 | 64,000 | 114.6% | $123.52万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $232.94万 | 0.09% | 93,251 | 73,424 | 370.3% | $183.41万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $242.65万 | 0.09% | 14,675 | 11,380 | 345.4% | $188.16万 | 加仓 |
| SNPE | DBX ETF TR | $243.31万 | 0.09% | 40,858 | 10,736 | 35.6% | $63.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $244.64万 | 0.10% | 48,734 | 36,842 | 309.8% | $184.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $246.35万 | 0.10% | 23,995 | 21,802 | 994.2% | $223.83万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $249.60万 | 0.10% | 17,281 | 13,416 | 347.1% | $193.78万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $250.14万 | 0.10% | 51,768 | 27,301 | 111.6% | $131.92万 | 加仓 |
| MCD | MCDONALDS CORP | $251.08万 | 0.10% | 8,078 | 5,558 | 220.6% | $172.75万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $251.56万 | 0.10% | 9,775 | 9,775 | — | $251.56万 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $253.85万 | 0.10% | 80,408 | 64,795 | 415.0% | $204.56万 | 加仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $255.04万 | 0.10% | 75,573 | 42,472 | 128.3% | $143.33万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $255.11万 | 0.10% | 8,440 | 8,440 | — | $255.11万 | 新建仓 |
| V | VISA INC | $256.01万 | 0.10% | 8,470 | 5,311 | 168.1% | $160.53万 | 加仓 |
| CVX | CHEVRON CORPORATION | $259.39万 | 0.10% | 12,536 | 10,800 | 622.1% | $223.47万 | 加仓 |
| CSCO | CISCO SYS INC | $261.65万 | 0.10% | 33,721 | 25,393 | 304.9% | $197.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $264.16万 | 0.10% | 8,734 | 7,335 | 524.3% | $221.85万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $265.93万 | 0.10% | 58,756 | 58,756 | — | $265.93万 | 新建仓 |
| IGIB | ISHARES TR | $266.37万 | 0.10% | 50,051 | 50,051 | — | $266.37万 | 新建仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $266.84万 | 0.10% | 16,803 | 9,089 | 117.8% | $144.34万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $268.75万 | 0.10% | 52,716 | 33,684 | 177.0% | $171.72万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $268.95万 | 0.10% | 49,250 | 26,096 | 112.7% | $142.51万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $270.24万 | 0.11% | 106,730 | 71,709 | 204.8% | $181.57万 | 加仓 |
| IWF | ISHARES TR | $273.09万 | 0.11% | 6,404 | 2,138 | 50.1% | $91.17万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $273.85万 | 0.11% | 36,156 | 28,002 | 343.4% | $212.09万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $274.08万 | 0.11% | 37,752 | 18,792 | 99.1% | $136.43万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $275.74万 | 0.11% | 49,540 | 24,518 | 98.0% | $136.47万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $277.73万 | 0.11% | 25,863 | 18,275 | 240.8% | $196.25万 | 加仓 |
| AFL | AFLAC INC | $279.77万 | 0.11% | 25,502 | 23,236 | 1,025.4% | $254.91万 | 加仓 |
| GEV | GE VERNOVA INC | $282.54万 | 0.11% | 3,237 | 2,204 | 213.4% | $192.38万 | 加仓 |
| DE | DEERE & CO | $284.36万 | 0.11% | 5,048 | 2,942 | 139.7% | $165.72万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $286.43万 | 0.11% | 22,558 | 11,710 | 107.9% | $148.69万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $292.68万 | 0.11% | 82,584 | 61,124 | 284.8% | $216.62万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $295.10万 | 0.12% | 26,638 | 17,334 | 186.3% | $192.03万 | 加仓 |
| HD | HOME DEPOT INC | $296.43万 | 0.12% | 9,013 | 6,447 | 251.2% | $212.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $297.00万 | 0.12% | 4,257 | 2,544 | 148.5% | $177.49万 | 加仓 |
| PEP | PEPSICO INC | $298.41万 | 0.12% | 19,216 | 11,890 | 162.3% | $184.64万 | 加仓 |
| IJH | ISHARES TR | $300.18万 | 0.12% | 44,451 | 28,284 | 174.9% | $191.00万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $300.29万 | 0.12% | 39,985 | 21,932 | 121.5% | $164.71万 | 加仓 |
| SHYG | ISHARES TR | $301.83万 | 0.12% | 71,337 | 71,337 | — | $301.83万 | 新建仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $304.07万 | 0.12% | 64,763 | 64,763 | — | $304.07万 | 新建仓 |
| IEF | ISHARES TR | $304.30万 | 0.12% | 31,884 | 25,248 | 380.5% | $240.96万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $306.34万 | 0.12% | 44,455 | 44,455 | — | $306.34万 | 新建仓 |
| USIG | ISHARES TR | $310.61万 | 0.12% | 60,630 | 60,630 | — | $310.61万 | 新建仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $312.03万 | 0.12% | 148,978 | 84,787 | 132.1% | $177.59万 | 加仓 |
| NULV | NUSHARES ETF TR | $316.50万 | 0.12% | 69,561 | 23,802 | 52.0% | $108.30万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $322.14万 | 0.13% | 109,720 | 109,720 | — | $322.14万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $323.37万 | 0.13% | 59,280 | 59,280 | — | $323.37万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $328.97万 | 0.13% | 75,469 | 40,294 | 114.6% | $175.64万 | 加仓 |
| GE | GE AEROSPACE | $339.39万 | 0.13% | 11,961 | 8,472 | 242.8% | $240.39万 | 加仓 |
| IEI | ISHARES TR | $340.84万 | 0.13% | 28,738 | 26,456 | 1,159.3% | $313.77万 | 加仓 |
| SO | SOUTHERN CO | $343.27万 | 0.13% | 35,564 | 20,471 | 135.6% | $197.59万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $347.80万 | 0.14% | 167,614 | 93,623 | 126.5% | $194.27万 | 加仓 |
| RTX | RTX CORPORATION | $351.79万 | 0.14% | 18,237 | 11,981 | 191.5% | $231.11万 | 加仓 |
| T | AT&T INC | $352.54万 | 0.14% | 121,607 | 99,016 | 438.3% | $287.05万 | 加仓 |
| XBIL | RBB FD INC | $354.78万 | 0.14% | 70,914 | 40,304 | 131.7% | $201.64万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $355.42万 | 0.14% | 123,624 | 89,131 | 258.4% | $256.25万 | 加仓 |
| BAC | BANK AMERICA CORP | $361.52万 | 0.14% | 74,157 | 52,229 | 238.2% | $254.62万 | 加仓 |
| EFFI | HARBOR ETF TRUST | $363.72万 | 0.14% | 153,376 | 153,376 | — | $363.72万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $366.66万 | 0.14% | 19,896 | 19,896 | — | $366.66万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $369.03万 | 0.14% | 22,560 | 15,825 | 235.0% | $258.86万 | 加仓 |
| DGRO | ISHARES TR | $371.85万 | 0.14% | 52,986 | 42,271 | 394.5% | $296.65万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $372.48万 | 0.15% | 4,402 | 3,662 | 494.9% | $309.86万 | 加仓 |
| MUB | ISHARES TR | $374.72万 | 0.15% | 35,301 | 28,145 | 393.3% | $298.76万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $375.83万 | 0.15% | 43,234 | 9,711 | 29.0% | $84.42万 | 加仓 |
| LLY | ELI LILLY & CO | $375.92万 | 0.15% | 4,087 | 3,011 | 279.8% | $276.95万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $376.21万 | 0.15% | 66,868 | 45,336 | 210.6% | $255.07万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $376.76万 | 0.15% | 34,452 | 15,644 | 83.2% | $171.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $388.04万 | 0.15% | 26,527 | 15,532 | 141.3% | $227.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $388.83万 | 0.15% | 44,105 | 20,612 | 87.7% | $181.71万 | 加仓 |
| AGG | ISHARES TR | $388.98万 | 0.15% | 39,183 | 30,716 | 362.8% | $304.92万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $390.58万 | 0.15% | 15,942 | 7,752 | 94.7% | $189.92万 | 加仓 |
| EQL | ALPS ETF TR | $393.86万 | 0.15% | 82,814 | 35,826 | 76.2% | $170.39万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $394.69万 | 0.15% | 19,654 | 12,495 | 174.5% | $250.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $395.36万 | 0.15% | 16,174 | 13,015 | 412.0% | $318.14万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $405.80万 | 0.16% | 114,892 | 65,811 | 134.1% | $232.44万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $408.07万 | 0.16% | 67,876 | 67,876 | — | $408.07万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $408.54万 | 0.16% | 58,064 | 37,517 | 182.6% | $263.97万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $409.25万 | 0.16% | 150,736 | 111,637 | 285.5% | $303.10万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $415.19万 | 0.16% | 89,946 | 46,582 | 107.4% | $215.02万 | 加仓 |
| IXUS | ISHARES TR | $415.48万 | 0.16% | 47,955 | 39,355 | 457.6% | $340.97万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $427.92万 | 0.17% | 291,298 | 159,344 | 120.8% | $234.08万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $428.36万 | 0.17% | 79,665 | 64,881 | 438.9% | $348.87万 | 加仓 |
| BOND | PIMCO ETF TR | $429.14万 | 0.17% | 46,503 | 38,325 | 468.6% | $353.67万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $429.93万 | 0.17% | 84,933 | 46,213 | 119.4% | $233.93万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $430.93万 | 0.17% | 106,298 | 79,705 | 299.7% | $323.13万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $444.09万 | 0.17% | 351,058 | 191,193 | 119.6% | $241.86万 | 加仓 |
| WMT | WALMART INC | $459.45万 | 0.18% | 36,969 | 25,421 | 220.1% | $315.93万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $465.02万 | 0.18% | 155,246 | 102,342 | 193.4% | $306.55万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $467.15万 | 0.18% | 234,040 | 118,592 | 102.7% | $236.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $471.16万 | 0.18% | 153,572 | 107,169 | 231.0% | $328.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $472.41万 | 0.18% | 13,979 | 11,726 | 520.5% | $396.27万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $473.41万 | 0.18% | 21,790 | 20,259 | 1,323.3% | $440.14万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $477.51万 | 0.19% | 173,230 | 120,742 | 230.0% | $332.83万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $479.97万 | 0.19% | 31,138 | 15,336 | 97.1% | $236.39万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $480.51万 | 0.19% | 95,492 | 45,240 | 90.0% | $227.65万 | 加仓 |