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 |
|---|---|---|---|---|---|---|---|---|
| ARCC | ARES CAPITAL CORP | $484.98万 | 0.19% | 269,136 | 141,844 | 111.4% | $255.60万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $486.20万 | 0.19% | 99,814 | 65,923 | 194.5% | $321.11万 | 加仓 |
| EMBD | GLOBAL X FDS | $493.70万 | 0.19% | 210,712 | 115,966 | 122.4% | $271.71万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $494.06万 | 0.19% | 97,524 | 48,145 | 97.5% | $243.90万 | 加仓 |
| MINT | PIMCO ETF TR | $506.44万 | 0.20% | 50,357 | 50,357 | — | $506.44万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $516.54万 | 0.20% | 22,073 | 11,624 | 111.2% | $272.02万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $518.58万 | 0.20% | 52,632 | 25,180 | 91.7% | $248.10万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $521.43万 | 0.20% | 260,066 | 134,492 | 107.1% | $269.66万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $521.86万 | 0.20% | 44,536 | 26,022 | 140.6% | $304.92万 | 加仓 |
| IAGG | ISHARES TR | $522.91万 | 0.20% | 104,499 | 75,304 | 257.9% | $376.82万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $538.77万 | 0.21% | 24,946 | 13,461 | 117.2% | $290.72万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $545.89万 | 0.21% | 118,957 | 101,779 | 592.5% | $467.06万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $551.13万 | 0.21% | 87,929 | 44,871 | 104.2% | $281.25万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $573.74万 | 0.22% | 168,521 | 91,304 | 118.2% | $310.85万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $585.11万 | 0.23% | 178,822 | 178,822 | — | $585.11万 | 新建仓 |
| USFR | WISDOMTREE TR | $593.58万 | 0.23% | 117,914 | 58,658 | 99.0% | $295.28万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $595.76万 | 0.23% | 266,681 | 218,130 | 449.3% | $487.30万 | 加仓 |
| — | EXXON MOBIL CORP | $599.30万 | 0.23% | 35,323 | 22,191 | 169.0% | $376.50万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $602.12万 | 0.23% | 121,961 | 98,915 | 429.2% | $488.34万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $607.72万 | 0.24% | 148,006 | 148,006 | — | $607.72万 | 新建仓 |
| SGOV | ISHARES TR | $615.02万 | 0.24% | 61,100 | 33,983 | 125.3% | $342.07万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $615.24万 | 0.24% | 96,011 | 83,229 | 651.1% | $533.33万 | 加仓 |
| ABBV | ABBVIE INC | $630.55万 | 0.25% | 28,993 | 25,727 | 787.7% | $559.52万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $632.30万 | 0.25% | 198,026 | 118,123 | 147.8% | $377.17万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $640.70万 | 0.25% | 69,377 | 35,449 | 104.5% | $327.37万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $644.35万 | 0.25% | 141,552 | 69,064 | 95.3% | $314.38万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $660.11万 | 0.26% | 129,586 | 77,583 | 149.2% | $395.21万 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $686.64万 | 0.27% | 178,001 | 115,179 | 183.3% | $444.30万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $700.61万 | 0.27% | 266,799 | 212,471 | 391.1% | $557.95万 | 加仓 |
| JNK | SPDR SERIES TRUST | $706.66万 | 0.28% | 73,827 | 73,827 | — | $706.66万 | 新建仓 |
| GLDM | WORLD GOLD TR | $707.02万 | 0.28% | 76,278 | 72,831 | 2,112.9% | $675.07万 | 重新持有 |
| GOOG | ALPHABET INC | $718.40万 | 0.28% | 25,043 | 15,448 | 161.0% | $443.15万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $725.00万 | 0.28% | 54,552 | 24,617 | 82.2% | $327.16万 | 加仓 |
| IDEV | ISHARES TR | $738.37万 | 0.29% | 88,353 | 70,216 | 387.1% | $586.80万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $744.22万 | 0.29% | 7,468 | 2,582 | 52.8% | $257.31万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $757.25万 | 0.30% | 25,743 | 19,054 | 284.9% | $560.49万 | 加仓 |
| IEFA | ISHARES TR | $759.41万 | 0.30% | 83,885 | 74,122 | 759.2% | $671.03万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $762.05万 | 0.30% | 152,991 | 69,488 | 83.2% | $346.12万 | 加仓 |
| VOTE | TCW ETF TRUST | $764.28万 | 0.30% | 100,168 | 51,206 | 104.6% | $390.70万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $767.12万 | 0.30% | 163,531 | 84,601 | 107.2% | $396.86万 | 加仓 |
| CAT | CATERPILLAR INC | $768.77万 | 0.30% | 10,852 | 6,240 | 135.3% | $442.05万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $792.66万 | 0.31% | 276,574 | 168,457 | 155.8% | $482.80万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $795.40万 | 0.31% | 219,604 | 150,669 | 218.6% | $545.72万 | 加仓 |
| PULS | PGIM ETF TR | $797.28万 | 0.31% | 161,066 | 104,954 | 187.0% | $519.52万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $813.35万 | 0.32% | 211,699 | 165,990 | 363.1% | $637.74万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $817.40万 | 0.32% | 96,266 | 54,591 | 131.0% | $463.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $819.64万 | 0.32% | 147,630 | 93,376 | 172.1% | $518.43万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $824.34万 | 0.32% | 322,638 | 167,789 | 108.4% | $428.70万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $830.15万 | 0.32% | 135,512 | 116,027 | 595.5% | $710.78万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $834.53万 | 0.33% | 250,084 | 199,604 | 395.4% | $666.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $840.72万 | 0.33% | 114,167 | 82,458 | 260.0% | $607.22万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $873.21万 | 0.34% | 181,730 | 151,317 | 497.5% | $727.07万 | 加仓 |
| SMMU | PIMCO ETF TR | $876.87万 | 0.34% | 173,810 | 96,444 | 124.7% | $486.56万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $893.16万 | 0.35% | 37,588 | 33,240 | 764.5% | $789.85万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $903.87万 | 0.35% | 331,940 | 275,192 | 484.9% | $749.35万 | 加仓 |
| MBB | ISHARES TR | $914.67万 | 0.36% | 96,332 | 71,350 | 285.6% | $677.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $915.61万 | 0.36% | 19,107 | 14,893 | 353.4% | $713.67万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $922.38万 | 0.36% | 126,892 | 68,398 | 116.9% | $497.18万 | 加仓 |
| EFG | ISHARES TR | $941.15万 | 0.37% | 84,506 | 81,291 | 2,528.5% | $905.34万 | 重新持有 |
| AVGO | BROADCOM INC | $943.18万 | 0.37% | 30,473 | 24,980 | 454.8% | $773.17万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $945.65万 | 0.37% | 186,152 | 99,006 | 113.6% | $502.95万 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $960.98万 | 0.37% | 458,485 | 285,644 | 165.3% | $598.71万 | 加仓 |
| TSLA | TESLA INC | $965.19万 | 0.38% | 25,963 | 15,241 | 142.1% | $566.59万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $969.57万 | 0.38% | 270,074 | 215,740 | 397.1% | $774.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $985.79万 | 0.38% | 45,838 | 25,118 | 121.2% | $540.19万 | 加仓 |
| USMV | ISHARES TR | $995.07万 | 0.39% | 107,296 | 57,228 | 114.3% | $530.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,000.38万 | 0.39% | 248,913 | 188,332 | 310.9% | $756.91万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,020.97万 | 0.40% | 17,085 | 13,751 | 412.4% | $821.74万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $1,031.05万 | 0.40% | 307,408 | 193,327 | 169.5% | $648.42万 | 加仓 |
| MTUM | ISHARES TR | $1,036.01万 | 0.40% | 43,168 | 30,041 | 228.8% | $720.97万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,046.40万 | 0.41% | 135,702 | 86,928 | 178.2% | $670.30万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,049.88万 | 0.41% | 75,902 | 60,113 | 380.7% | $831.48万 | 加仓 |
| TLH | ISHARES TR | $1,050.11万 | 0.41% | 104,261 | 73,531 | 239.3% | $740.60万 | 加仓 |
| QUAL | ISHARES TR | $1,050.46万 | 0.41% | 54,766 | 37,523 | 217.6% | $719.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,052.20万 | 0.41% | 24,090 | 7,037 | 41.3% | $307.36万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1,062.42万 | 0.41% | 113,434 | 62,765 | 123.9% | $587.85万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1,088.62万 | 0.42% | 356,920 | 286,935 | 410.0% | $875.16万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,099.24万 | 0.43% | 19,046 | 1,581 | 9.1% | $91.25万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,144.84万 | 0.45% | 250,786 | 101,433 | 67.9% | $463.04万 | 加仓 |
| META | META PLATFORMS INC | $1,165.00万 | 0.45% | 20,362 | 14,385 | 240.7% | $823.03万 | 加仓 |
| IJR | ISHARES TR | $1,172.99万 | 0.46% | 94,359 | 58,771 | 165.1% | $730.59万 | 加仓 |
| MGV | VANGUARD WORLD FD | $1,173.21万 | 0.46% | 80,939 | 80,939 | — | $1,173.21万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $1,185.13万 | 0.46% | 41,268 | 40,027 | 3,225.4% | $1,149.49万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,205.68万 | 0.47% | 350,388 | 285,763 | 442.2% | $983.31万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,213.69万 | 0.47% | 239,812 | 156,156 | 186.7% | $790.31万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,241.96万 | 0.48% | 64,713 | 24,315 | 60.2% | $466.65万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,262.74万 | 0.49% | 296,837 | 188,458 | 173.9% | $801.70万 | 加仓 |
| GOVT | ISHARES TR | $1,263.39万 | 0.49% | 551,459 | 525,826 | 2,051.4% | $1,204.67万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,280.21万 | 0.50% | 388,529 | 306,759 | 375.1% | $1,010.78万 | 加仓 |
| HYG | ISHARES TR | $1,280.26万 | 0.50% | 160,918 | 160,918 | — | $1,280.26万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,293.17万 | 0.50% | 160,483 | 90,458 | 129.2% | $728.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,295.99万 | 0.51% | 132,366 | 74,367 | 128.2% | $728.13万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,297.17万 | 0.51% | 214,630 | 106,877 | 99.2% | $645.94万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,330.47万 | 0.52% | 50,797 | 49,626 | 4,237.9% | $1,299.80万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,358.91万 | 0.53% | 69,262 | 41,870 | 152.9% | $821.49万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,384.17万 | 0.54% | 351,046 | 204,098 | 138.9% | $804.76万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,477.52万 | 0.58% | 437,526 | 218,742 | 100.0% | $738.69万 | 加仓 |
| EFV | ISHARES TR | $1,485.72万 | 0.58% | 199,828 | 131,335 | 191.7% | $976.48万 | 加仓 |
| GLD | SPDR GOLD TR | $1,556.96万 | 0.61% | 36,184 | 28,287 | 358.2% | $1,217.16万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,559.24万 | 0.61% | 177,509 | 87,250 | 96.7% | $766.40万 | 加仓 |