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 |
|---|---|---|---|---|---|---|---|---|
| FXR | FIRST TR EXCHANGE-TRADED FD | $122.44万 | 0.07% | 13,437 | 10,459 | 351.2% | $95.30万 | 加仓 |
| ASML | ASML HLDG NV | $122.44万 | 0.07% | 615 | -102 | -14.2% | -$20.31万 | 减仓 |
| BA | BOEING CO | $122.45万 | 0.07% | 5,657 | -4,794 | -45.9% | -$103.77万 | 减仓 |
| PEP | PEPSICO INC | $122.45万 | 0.07% | 9,044 | -10,172 | -52.9% | -$137.72万 | 减仓 |
| USDU | WISDOMTREE TR | $122.56万 | 0.07% | 45,816 | 1,706 | 3.9% | $4.56万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $123.07万 | 0.07% | 7,977 | 721 | 9.9% | $11.12万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $123.12万 | 0.07% | 18,224 | -17,214 | -48.6% | -$116.30万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $124.05万 | 0.07% | 21,155 | -23,517 | -52.6% | -$137.90万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $124.21万 | 0.07% | 5,045 | -1,099 | -17.9% | -$27.06万 | 减仓 |
| HGER | HARBOR ETF TRUST | $124.89万 | 0.07% | 42,567 | -16,737 | -28.2% | -$49.11万 | 减仓 |
| INTC | INTEL CORP | $125.54万 | 0.08% | 8,991 | -5,665 | -38.7% | -$79.10万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $125.59万 | 0.08% | 4,466 | -2,663 | -37.4% | -$74.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $125.94万 | 0.08% | 7,598 | -4,938 | -39.4% | -$81.85万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $126.29万 | 0.08% | 9,918 | -8,054 | -44.8% | -$102.56万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $126.54万 | 0.08% | 23,719 | -21,479 | -47.5% | -$114.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.61万 | 0.08% | 10,852 | -15,675 | -59.1% | -$182.88万 | 减仓 |
| FOXA | FOX CORP | $126.91万 | 0.08% | 24,330 | -2,700 | -10.0% | -$14.08万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $127.99万 | 0.08% | 8,067 | -7,688 | -48.8% | -$121.98万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $129.63万 | 0.08% | 42,965 | -39,619 | -48.0% | -$119.53万 | 减仓 |
| MCD | MCDONALDS CORP | $129.96万 | 0.08% | 4,808 | -3,270 | -40.5% | -$88.39万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $130.66万 | 0.08% | 25,620 | -27,096 | -51.4% | -$138.19万 | 减仓 |
| MRK | MERCK & CO INC | $132.96万 | 0.08% | 10,347 | -6,284 | -37.8% | -$80.75万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $133.22万 | 0.08% | 50,788 | -16,370 | -24.4% | -$42.94万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $133.38万 | 0.08% | 6,469 | -10,334 | -61.5% | -$213.07万 | 减仓 |
| DXJ | WISDOMTREE TR | $133.47万 | 0.08% | 7,692 | -1,531 | -16.6% | -$26.57万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $134.93万 | 0.08% | 18,283 | -39,781 | -68.5% | -$293.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.78万 | 0.08% | 32,305 | -16,429 | -33.7% | -$69.56万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $137.27万 | 0.08% | 2,673 | -1,627 | -37.8% | -$83.55万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $139.36万 | 0.08% | 2,572 | 168 | 7.0% | $9.10万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $139.88万 | 0.08% | 1,833 | -1,596 | -46.5% | -$121.80万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $140.88万 | 0.08% | 18,524 | 1,318 | 7.7% | $10.02万 | 加仓 |
| SNPE | DBX ETF TR | $141.19万 | 0.08% | 20,503 | -20,355 | -49.8% | -$140.17万 | 减仓 |
| CVS | CVS HEALTH CORP | $142.03万 | 0.09% | 13,729 | 6,366 | 86.5% | $65.86万 | 加仓 |
| NEM | NEWMONT CORP | $142.19万 | 0.09% | 15,224 | -1,862 | -10.9% | -$17.39万 | 减仓 |
| MO | ALTRIA GROUP INC | $145.45万 | 0.09% | 20,215 | -7,583 | -27.3% | -$54.56万 | 减仓 |
| CMI | CUMMINS INC | $148.10万 | 0.09% | 2,077 | -647 | -23.8% | -$46.14万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $148.34万 | 0.09% | 25,576 | -23,964 | -48.4% | -$138.99万 | 减仓 |
| V | VISA INC | $149.42万 | 0.09% | 4,355 | -4,115 | -48.6% | -$141.19万 | 减仓 |
| FLOT | ISHARES TR | $150.32万 | 0.09% | 29,446 | 7,926 | 36.8% | $40.46万 | 加仓 |
| FIX | COMFORT SYS USA INC | $151.05万 | 0.09% | 762 | -746 | -49.5% | -$147.88万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $153.18万 | 0.09% | 26,465 | -18,127 | -40.7% | -$104.92万 | 减仓 |
| XBI | SPDR SERIES TRUST | $153.76万 | 0.09% | 9,716 | -2,222 | -18.6% | -$35.16万 | 减仓 |
| SPYI | NEOS ETF TRUST | $154.57万 | 0.09% | 29,116 | -9,656 | -24.9% | -$51.26万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $155.06万 | 0.09% | 47,247 | -20,888 | -30.7% | -$68.55万 | 减仓 |
| DE | DEERE & CO | $158.18万 | 0.09% | 2,494 | -2,554 | -50.6% | -$161.98万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $159.09万 | 0.10% | 6,825 | -1,928 | -22.0% | -$44.94万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $159.33万 | 0.10% | 26,022 | -33,258 | -56.1% | -$203.64万 | 减仓 |
| CB | CHUBB LIMITED | $159.98万 | 0.10% | 4,695 | -519 | -10.0% | -$17.69万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $160.51万 | 0.10% | 28,529 | -61,417 | -68.3% | -$345.54万 | 减仓 |
| XBIL | RBB FD INC | $161.15万 | 0.10% | 32,230 | -38,684 | -54.6% | -$193.42万 | 减仓 |
| NULV | NUSHARES ETF TR | $161.28万 | 0.10% | 32,262 | -37,299 | -53.6% | -$186.46万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $163.01万 | 0.10% | 65,127 | -28,124 | -30.2% | -$70.39万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $163.66万 | 0.10% | 33,171 | 3,067 | 10.2% | $15.13万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $164.25万 | 0.10% | 76,542 | -72,436 | -48.6% | -$155.44万 | 减仓 |
| IJH | ISHARES TR | $164.71万 | 0.10% | 21,361 | -23,090 | -51.9% | -$178.04万 | 减仓 |
| IWF | ISHARES TR | $165.62万 | 0.10% | 13,338 | -12,278 | -47.9% | -$152.45万 | 减仓 |
| MS | MORGAN STANLEY | $167.72万 | 0.10% | 8,023 | -2,284 | -22.2% | -$47.75万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $171.65万 | 0.10% | 9,488 | -5,187 | -35.3% | -$93.84万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $171.85万 | 0.10% | 22,819 | -21,636 | -48.7% | -$162.94万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $174.09万 | 0.10% | 32,001 | 32,001 | — | $174.09万 | 新建仓 |
| ITOT | ISHARES TR | $174.59万 | 0.10% | 10,628 | -5,165 | -32.7% | -$84.85万 | 减仓 |
| NVT | NVENT ELEC PLC | $175.97万 | 0.11% | 10,375 | -5 | -0.0% | -$848 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $177.24万 | 0.11% | 23,222 | -14,530 | -38.5% | -$110.90万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $179.69万 | 0.11% | 31,497 | -17,753 | -36.0% | -$101.28万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $180.65万 | 0.11% | 11,319 | -11,239 | -49.8% | -$179.37万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $180.71万 | 0.11% | 2,153 | 1 | 0.0% | $839 | 加仓 |
| HD | HOME DEPOT INC | $181.53万 | 0.11% | 5,147 | -3,866 | -42.9% | -$136.35万 | 减仓 |
| SO | SOUTHERN CO | $183.82万 | 0.11% | 19,206 | -16,358 | -46.0% | -$156.56万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $184.86万 | 0.11% | 22,410 | -13,746 | -38.0% | -$113.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $187.06万 | 0.11% | 5,530 | -3,204 | -36.7% | -$108.38万 | 减仓 |
| EMXC | ISHARES INC | $187.84万 | 0.11% | 18,361 | -8,316 | -31.2% | -$85.08万 | 减仓 |
| GEV | GE VERNOVA INC | $189.39万 | 0.11% | 1,612 | -1,625 | -50.2% | -$190.92万 | 减仓 |
| T | AT&T INC | $189.73万 | 0.11% | 91,655 | -29,952 | -24.6% | -$62.00万 | 减仓 |
| IAU | ISHARES GOLD TR | $190.13万 | 0.11% | 25,178 | -18,927 | -42.9% | -$142.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $192.52万 | 0.12% | 13,128 | -4,153 | -24.0% | -$60.90万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $194.11万 | 0.12% | 23,178 | -16,807 | -42.0% | -$140.76万 | 减仓 |
| RTX | RTX CORPORATION | $195.26万 | 0.12% | 10,292 | -7,945 | -43.6% | -$150.73万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $200.16万 | 0.12% | 14,875 | -19,577 | -56.8% | -$263.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $200.84万 | 0.12% | 4,832 | -2,777 | -36.5% | -$115.42万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $201.10万 | 0.12% | 69,694 | -53,930 | -43.6% | -$155.61万 | 减仓 |
| EQL | ALPS ETF TR | $203.63万 | 0.12% | 40,364 | -42,450 | -51.3% | -$214.16万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $206.96万 | 0.12% | 30,196 | -37,680 | -55.5% | -$258.26万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $208.53万 | 0.13% | 36,159 | -15,609 | -30.2% | -$90.02万 | 减仓 |
| EFFI | HARBOR ETF TRUST | $209.33万 | 0.13% | 82,552 | -70,824 | -46.2% | -$179.59万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $218.67万 | 0.13% | 109,033 | -151,033 | -58.1% | -$302.90万 | 减仓 |
| DGRO | ISHARES TR | $218.78万 | 0.13% | 28,867 | -24,119 | -45.5% | -$182.80万 | 减仓 |
| RECS | COLUMBIA ETF TR I | $219.55万 | 0.13% | 50,729 | 50,729 | — | $219.55万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $220.08万 | 0.13% | 8,135 | -7,807 | -49.0% | -$211.21万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $221.47万 | 0.13% | 147,255 | -144,043 | -49.4% | -$216.64万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $222.09万 | 0.13% | 50,926 | -24,543 | -32.5% | -$107.03万 | 减仓 |
| SMH | VANECK ETF TRUST | $222.82万 | 0.13% | 3,397 | -2,330 | -40.7% | -$152.83万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $226.02万 | 0.14% | 87,436 | -19,294 | -18.1% | -$49.87万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $230.82万 | 0.14% | 40,976 | -25,892 | -38.7% | -$145.85万 | 减仓 |
| BOND | PIMCO ETF TR | $234.17万 | 0.14% | 25,396 | -21,107 | -45.4% | -$194.62万 | 减仓 |
| VGT | VANGUARD WORLD FD | $235.40万 | 0.14% | 19,696 | -14,360 | -42.2% | -$171.63万 | 减仓 |
| IGIB | ISHARES TR | $235.48万 | 0.14% | 44,289 | -5,762 | -11.5% | -$30.64万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $238.38万 | 0.14% | 84,622 | -88,608 | -51.2% | -$249.61万 | 减仓 |
| WMT | WALMART INC | $240.43万 | 0.14% | 21,229 | -15,740 | -42.6% | -$178.27万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $241.40万 | 0.14% | 177,106 | -173,952 | -49.6% | -$237.10万 | 减仓 |
| AMAT | APPLIED MATLS INC | $243.43万 | 0.15% | 3,367 | -2,113 | -38.6% | -$152.77万 | 减仓 |