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 |
|---|---|---|---|---|---|---|---|---|
| TTEQ | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -474,914 | -100.0% | -$1,544.43万 | 清仓 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -453,867 | -100.0% | -$696.23万 | 清仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $0 | 0.00% | 0 | -539,245 | -100.0% | -$298.74万 | 清仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -22,549 | -100.0% | -$111.56万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,153 | -100.0% | -$48.36万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -7,173 | -100.0% | -$43.29万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | -450 | -100.0% | -$27.15万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,605 | -100.0% | -$21.88万 | 清仓 |
| NWL | NEWELL BRANDS INC | $0 | 0.00% | 0 | -25,902 | -100.0% | -$9.64万 | 清仓 |
| — | EHEALTH INC | $1.29万 | 0.00% | 10,000 | 10,000 | — | $1.29万 | 新建仓 |
| — | GOLDMINING INC | $2.07万 | 0.00% | 17,390 | 17,390 | — | $2.07万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $6.78万 | 0.00% | 13,084 | 13,084 | — | $6.78万 | 新建仓 |
| NOK | NOKIA CORP | $8.10万 | 0.00% | 10,074 | 10,074 | — | $8.10万 | 新建仓 |
| HLIT | HARMONIC INC | $8.98万 | 0.00% | 10,000 | 10,000 | — | $8.98万 | 新建仓 |
| — | EATON VANCE RISK-MANAGED DIV | $9.80万 | 0.00% | 12,000 | 12,000 | — | $9.80万 | 新建仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $10.30万 | 0.00% | 11,800 | 11,800 | — | $10.30万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $11.50万 | 0.00% | 10,000 | 10,000 | — | $11.50万 | 新建仓 |
| CNH | CNH INDL N V | $11.54万 | 0.00% | 10,493 | 10,493 | — | $11.54万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $11.92万 | 0.00% | 28,922 | 15,531 | 116.0% | $6.40万 | 加仓 |
| — | GRANITESHARES ETF TR | $12.64万 | 0.00% | 10,936 | 10,936 | — | $12.64万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $14.51万 | 0.01% | 11,222 | 11,222 | — | $14.51万 | 新建仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $14.88万 | 0.01% | 13,250 | 13,250 | — | $14.88万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $16.72万 | 0.01% | 33,237 | 33,237 | — | $16.72万 | 新建仓 |
| — | REPOSITRAK INC | $17.14万 | 0.01% | 22,552 | 11,276 | 100.0% | $8.57万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $17.80万 | 0.01% | 20,550 | 10,275 | 100.0% | $8.90万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $18.34万 | 0.01% | 11,142 | 11,142 | — | $18.34万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $18.38万 | 0.01% | 10,992 | 10,992 | — | $18.38万 | 新建仓 |
| GMUB | GOLDMAN SACHS ETF TR | $20.07万 | 0.01% | 3,940 | 3,940 | — | $20.07万 | 新建仓 |
| BP | BP PLC | $20.09万 | 0.01% | 4,273 | 4,273 | — | $20.09万 | 新建仓 |
| — | SPROTT ETF TRUST | $20.11万 | 0.01% | 2,336 | 2,336 | — | $20.11万 | 新建仓 |
| PHM | PULTE GROUP INC | $20.16万 | 0.01% | 1,714 | 1,714 | — | $20.16万 | 新建仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $20.18万 | 0.01% | 6,095 | 6,095 | — | $20.18万 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $20.18万 | 0.01% | 16,570 | 16,570 | — | $20.18万 | 新建仓 |
| BYLD | ISHARES TR | $20.29万 | 0.01% | 9,004 | 9,004 | — | $20.29万 | 新建仓 |
| EPI | WISDOMTREE TR | $20.35万 | 0.01% | 4,988 | -4,512 | -47.5% | -$18.41万 | 减仓 |
| EXC | EXELON CORP | $20.40万 | 0.01% | 4,163 | 4,163 | — | $20.40万 | 新建仓 |
| — | WISDOMTREE TR | $20.43万 | 0.01% | 7,344 | 7,344 | — | $20.43万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $20.44万 | 0.01% | 10,931 | 10,931 | — | $20.44万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $20.53万 | 0.01% | 2,170 | 2,170 | — | $20.53万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC | $20.70万 | 0.01% | 12,022 | 12,022 | — | $20.70万 | 新建仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $20.71万 | 0.01% | 2,604 | 2,604 | — | $20.71万 | 新建仓 |
| EEMV | ISHARES INC | $20.86万 | 0.01% | 3,222 | 3,222 | — | $20.86万 | 新建仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $21.04万 | 0.01% | 7,735 | 7,735 | — | $21.04万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $21.10万 | 0.01% | 15,336 | 15,336 | — | $21.10万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $21.16万 | 0.01% | 3,671 | 3,671 | — | $21.16万 | 新建仓 |
| CSL | CARLISLE COS INC | $21.18万 | 0.01% | 635 | 635 | — | $21.18万 | 新建仓 |
| — | WISDOMTREE TR | $21.19万 | 0.01% | 6,400 | 6,400 | — | $21.19万 | 新建仓 |
| IXN | ISHARES TR | $21.20万 | 0.01% | 2,120 | 2,120 | — | $21.20万 | 新建仓 |
| NUE | NUCOR CORP | $21.24万 | 0.01% | 1,256 | 1,256 | — | $21.24万 | 新建仓 |
| BFC | BANK FIRST CORP | $21.34万 | 0.01% | 1,580 | 1,580 | — | $21.34万 | 新建仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $21.36万 | 0.01% | 10,280 | 10,280 | — | $21.36万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $21.42万 | 0.01% | 4,829 | 4,829 | — | $21.42万 | 新建仓 |
| TSN | TYSON FOODS INC | $21.75万 | 0.01% | 3,394 | 3,394 | — | $21.75万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.75万 | 0.01% | 1,045 | 1,045 | — | $21.75万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $21.77万 | 0.01% | 3,549 | 3,549 | — | $21.77万 | 新建仓 |
| CGNX | COGNEX CORP | $21.79万 | 0.01% | 4,449 | 4,449 | — | $21.79万 | 新建仓 |
| DHR | DANAHER CORP DEL | $21.81万 | 0.01% | 1,150 | 1,150 | — | $21.81万 | 新建仓 |
| GSUS | GOLDMAN SACHS ETF TR | $21.86万 | 0.01% | 2,439 | 2,439 | — | $21.86万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $21.87万 | 0.01% | 7,360 | 7,360 | — | $21.87万 | 新建仓 |
| TCAL | T ROWE PRICE ETF INC | $21.89万 | 0.01% | 9,792 | 9,792 | — | $21.89万 | 新建仓 |
| SUSL | ISHARES TR | $21.93万 | 0.01% | 1,930 | 1,930 | — | $21.93万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $21.96万 | 0.01% | 4,160 | 4,160 | — | $21.96万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $22.21万 | 0.01% | 13,374 | 13,374 | — | $22.21万 | 新建仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $22.24万 | 0.01% | 4,470 | 4,470 | — | $22.24万 | 新建仓 |
| QLYS | QUALYS INC | $22.27万 | 0.01% | 2,535 | 2,535 | — | $22.27万 | 新建仓 |
| OEF | ISHARES TR | $22.36万 | 0.01% | 704 | -13,963 | -95.2% | -$443.49万 | 减仓 |
| CSX | CSX CORP | $22.38万 | 0.01% | 5,450 | 5,450 | — | $22.38万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $22.43万 | 0.01% | 4,700 | 4,700 | — | $22.43万 | 新建仓 |
| GQI | NATIXIS ETF TR | $22.46万 | 0.01% | 4,094 | 4,094 | — | $22.46万 | 新建仓 |
| SNA | SNAP ON INC | $22.50万 | 0.01% | 620 | 620 | — | $22.50万 | 新建仓 |
| ICVT | ISHARES TR | $22.51万 | 0.01% | 2,212 | 2,212 | — | $22.51万 | 新建仓 |
| IYJ | ISHARES TR | $22.52万 | 0.01% | 1,526 | 1,526 | — | $22.52万 | 新建仓 |
| UNFI | UNITED NAT FOODS INC | $22.53万 | 0.01% | 5,000 | 5,000 | — | $22.53万 | 新建仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $22.62万 | 0.01% | 1,974 | 1,974 | — | $22.62万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $22.66万 | 0.01% | 9,400 | 9,400 | — | $22.66万 | 新建仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $22.74万 | 0.01% | 3,500 | 3,500 | — | $22.74万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.85万 | 0.01% | 3,641 | 3,641 | — | $22.85万 | 新建仓 |
| SDFI | AB ACTIVE ETFS INC | $22.88万 | 0.01% | 6,420 | 6,420 | — | $22.88万 | 新建仓 |
| ABNB | AIRBNB INC | $22.98万 | 0.01% | 1,820 | 1,820 | — | $22.98万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $23.01万 | 0.01% | 1,757 | 1,757 | — | $23.01万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.13万 | 0.01% | 555 | 555 | — | $23.13万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $23.15万 | 0.01% | 13,367 | 13,367 | — | $23.15万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $23.24万 | 0.01% | 14,143 | 14,143 | — | $23.24万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $23.25万 | 0.01% | 502 | 502 | — | $23.25万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $23.30万 | 0.01% | 675 | 675 | — | $23.30万 | 新建仓 |
| TY | TRI CONTL CORP | $23.50万 | 0.01% | 7,440 | 7,440 | — | $23.50万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $23.59万 | 0.01% | 1,376 | 1,376 | — | $23.59万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $23.61万 | 0.01% | 3,003 | 3,003 | — | $23.61万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $23.62万 | 0.01% | 1,566 | 1,566 | — | $23.62万 | 新建仓 |
| KSS | KOHLS CORP | $23.67万 | 0.01% | 18,350 | 18,350 | — | $23.67万 | 新建仓 |
| INGR | INGREDION INC | $23.68万 | 0.01% | 2,102 | 2,102 | — | $23.68万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $23.68万 | 0.01% | 3,205 | 3,205 | — | $23.68万 | 新建仓 |
| TER | TERADYNE INC | $23.74万 | 0.01% | 800 | 800 | — | $23.74万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $23.76万 | 0.01% | 3,266 | 3,266 | — | $23.76万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $23.81万 | 0.01% | 1,200 | 1,200 | — | $23.81万 | 新建仓 |
| IJS | ISHARES TR | $23.87万 | 0.01% | 2,014 | 2,014 | — | $23.87万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $23.87万 | 0.01% | 10,000 | 10,000 | — | $23.87万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $23.88万 | 0.01% | 2,649 | 2,649 | — | $23.88万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.98万 | 0.01% | 553 | 553 | — | $23.98万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $24.00万 | 0.01% | 3,914 | -576 | -12.8% | -$3.53万 | 重新持有 |