13F 机构持仓

Gateway Wealth Partners, LLC

APPLETON WI · SEC CIK 0001966037

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.6%
AAPL 2.2%
SPYM 2.2%
NVDA 1.4%
MGK 1.3%
SPY 1.3%
AIRR 1.3%
EEMA 1.2%
AVUS 1.1%
IUSB 1.0%

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
EVMO MORGAN STANLEY ETF TRUST $00.00%0 -95,492-100.0% -$480.51万 清仓
RSPT INVESCO EXCHANGE TRADED FD T $00.00%0 -58,756-100.0% -$265.93万 清仓
ILF ISHARES TR $00.00%0 -61,444-100.0% -$218.25万 清仓
COMT ISHARES U S ETF TR $00.00%0 -34,911-100.0% -$118.03万 清仓
VONV VANGUARD SCOTTSDALE FDS $00.00%0 -12,537-100.0% -$117.52万 清仓
COWG PACER FDS TR $00.00%0 -33,344-100.0% -$112.50万 清仓
FBND FIDELITY MERRIMACK STR TR $00.00%0 -21,582-100.0% -$98.45万 清仓
HFSI HARTFORD FDS EXCHANGE TRADED $00.00%0 -24,950-100.0% -$86.63万 清仓
IUSG ISHARES TR $00.00%0 -5,129-100.0% -$79.56万 清仓
VONG VANGUARD SCOTTSDALE FDS $00.00%0 -6,980-100.0% -$76.56万 清仓
IUSV ISHARES TR $00.00%0 -6,921-100.0% -$70.76万 清仓
COR CENCORA INC $00.00%0 -2,198-100.0% -$69.08万 清仓
SBUX STARBUCKS CORP $00.00%0 -7,340-100.0% -$65.76万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -4,549-100.0% -$64.98万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -3,677-100.0% -$63.79万 清仓
GVI ISHARES TR $00.00%0 -5,650-100.0% -$60.27万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -8,332-100.0% -$59.93万 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -8,900-100.0% -$58.85万 清仓
ICLN ISHARES TR $00.00%0 -31,626-100.0% -$57.84万 清仓
KGC KINROSS GOLD CORP $00.00%0 -18,606-100.0% -$56.79万 清仓
PRIM PRIMORIS SVCS CORP $00.00%0 -3,875-100.0% -$55.43万 清仓
CCL CARNIVAL CORP $00.00%0 -21,137-100.0% -$54.70万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -1,953-100.0% -$50.85万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -2,939-100.0% -$50.72万 清仓
SHLD GLOBAL X FDS $00.00%0 -6,983-100.0% -$49.47万 清仓
NOW SERVICENOW INC $00.00%0 -4,290-100.0% -$44.85万 清仓
RSG REPUBLIC SVCS INC $00.00%0 -2,036-100.0% -$44.58万 清仓
— FIRST TR EXCH TRD ALPHDX FD $00.00%0 -8,576-100.0% -$44.16万 清仓
INTU INTUIT $00.00%0 -1,015-100.0% -$43.89万 清仓
AYI ACUITY INC $00.00%0 -1,545-100.0% -$43.29万 清仓
IJT ISHARES TR $00.00%0 -2,988-100.0% -$43.23万 清仓
ARKK ARK ETF TR $00.00%0 -6,372-100.0% -$43.07万 清仓
CTAS CINTAS CORP $00.00%0 -2,526-100.0% -$42.73万 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -8,056-100.0% -$42.58万 清仓
JSCP J P MORGAN EXCHANGE TRADED F $00.00%0 -9,000-100.0% -$42.57万 清仓
FENY FIDELITY COVINGTON TRUST $00.00%0 -12,508-100.0% -$42.55万 清仓
BX BLACKSTONE INC $00.00%0 -3,676-100.0% -$42.28万 清仓
MOAT VANECK ETF TRUST $00.00%0 -4,268-100.0% -$41.27万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -888-100.0% -$40.94万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -10,810-100.0% -$40.91万 清仓
TFC TRUIST FINL CORP $00.00%0 -8,773-100.0% -$40.33万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -5,151-100.0% -$39.71万 清仓
SCZ ISHARES TR $00.00%0 -5,057-100.0% -$39.65万 清仓
SNY SANOFI SA $00.00%0 -8,163-100.0% -$39.33万 清仓
SONY SONY GROUP CORP $00.00%0 -18,999-100.0% -$39.33万 清仓
CORP PIMCO ETF TR $00.00%0 -4,044-100.0% -$39.14万 清仓
SLYG SPDR SERIES TRUST $00.00%0 -4,006-100.0% -$38.70万 清仓
JEMA J P MORGAN EXCHANGE TRADED F $00.00%0 -7,428-100.0% -$38.65万 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -5,304-100.0% -$38.06万 清仓
INMU BLACKROCK ETF TRUST II $00.00%0 -15,572-100.0% -$37.23万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -623-100.0% -$36.67万 清仓
IGF ISHARES TR $00.00%0 -5,400-100.0% -$36.18万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -1,243-100.0% -$36.10万 清仓
VFH VANGUARD WORLD FD $00.00%0 -2,979-100.0% -$35.99万 清仓
JPUS J P MORGAN EXCHANGE TRADED F $00.00%0 -2,754-100.0% -$35.87万 清仓
IHDG WISDOMTREE TR $00.00%0 -7,448-100.0% -$35.86万 清仓
— WISDOMTREE TR $00.00%0 -5,364-100.0% -$35.58万 清仓
XEL XCEL ENERGY INC $00.00%0 -4,465-100.0% -$35.47万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -6,680-100.0% -$35.24万 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -6,912-100.0% -$34.89万 清仓
FLTR VANECK ETF TRUST $00.00%0 -13,516-100.0% -$34.44万 清仓
QLTA ISHARES TR $00.00%0 -7,235-100.0% -$34.43万 清仓
PFFD GLOBAL X FDS $00.00%0 -18,712-100.0% -$34.43万 清仓
LCTD BLACKROCK ETF TRUST $00.00%0 -6,201-100.0% -$34.28万 清仓
VTR VENTAS INC $00.00%0 -4,185-100.0% -$34.23万 清仓
RSPH INVESCO EXCHANGE TRADED FD T $00.00%0 -11,310-100.0% -$34.15万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -3,780-100.0% -$34.06万 清仓
HASI HA SUSTAINABLE INFRA CAP INC $00.00%0 -9,260-100.0% -$34.03万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -1,236-100.0% -$33.49万 清仓
IQDG WISDOMTREE TR $00.00%0 -8,324-100.0% -$33.41万 清仓
GEN GEN DIGITAL INC $00.00%0 -17,717-100.0% -$33.36万 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -5,586-100.0% -$33.27万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -3,389-100.0% -$33.11万 清仓
PMBS PIMCO ETF TR $00.00%0 -6,577-100.0% -$32.62万 清仓
GRMN GARMIN LTD $00.00%0 -1,402-100.0% -$32.53万 清仓
YUM YUM BRANDS INC $00.00%0 -2,084-100.0% -$32.41万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,839-100.0% -$32.30万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -6,875-100.0% -$32.25万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -3,965-100.0% -$31.94万 清仓
IYF ISHARES TR $00.00%0 -2,711-100.0% -$31.91万 清仓
RAVI FLEXSHARES TR $00.00%0 -4,218-100.0% -$31.81万 清仓
DVY ISHARES TR $00.00%0 -2,095-100.0% -$31.73万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -10,468-100.0% -$31.56万 清仓
IAI ISHARES TR $00.00%0 -1,914-100.0% -$31.44万 清仓
IDCC INTERDIGITAL INC $00.00%0 -1,038-100.0% -$31.35万 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -2,051-100.0% -$31.28万 清仓
PTLC PACER FDS TR $00.00%0 -5,954-100.0% -$31.23万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -10,820-100.0% -$30.79万 清仓
IAK ISHARES TR $00.00%0 -2,396-100.0% -$30.75万 清仓
BRX BRIXMOR PPTY GROUP INC $00.00%0 -10,558-100.0% -$30.41万 清仓
MOS MOSAIC CO $00.00%0 -11,800-100.0% -$30.09万 清仓
— RIVERNORTH DOUBLELINE STRATE $00.00%0 -39,226-100.0% -$30.09万 清仓
SGOL ETFS GOLD TR $00.00%0 -6,726-100.0% -$30.01万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,486-100.0% -$29.46万 清仓
ILCV ISHARES TR $00.00%0 -3,148-100.0% -$29.32万 清仓
PFF ISHARES TR $00.00%0 -9,665-100.0% -$29.31万 清仓
WTMF WISDOMTREE TR $00.00%0 -7,380-100.0% -$29.29万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -6,439-100.0% -$29.17万 清仓
SLV ISHARES SILVER TR $00.00%0 -4,279-100.0% -$29.16万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -13,664-100.0% -$28.90万 清仓