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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $5,925.18万 | 3.55% | 79,120 | -19,957 | -20.1% | -$1,494.55万 | 减仓 |
| AAPL | APPLE INC | $3,688.58万 | 2.21% | 127,474 | -87,502 | -40.7% | -$2,531.95万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $3,648.64万 | 2.19% | 415,184 | -280,349 | -40.3% | -$2,463.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,418.25万 | 1.45% | 120,858 | -98,966 | -45.0% | -$1,980.21万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,160.33万 | 1.30% | 245,744 | -70,131 | -22.2% | -$616.52万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,136.50万 | 1.28% | 28,610 | -26,361 | -48.0% | -$1,968.56万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2,130.98万 | 1.28% | 159,922 | 133,284 | 500.4% | $1,776.03万 | 加仓 |
| EEMA | ISHARES INC | $1,984.62万 | 1.19% | 169,684 | -173,431 | -50.5% | -$2,028.45万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,857.56万 | 1.11% | 145,032 | -127,490 | -46.8% | -$1,632.89万 | 减仓 |
| IUSB | ISHARES TR | $1,650.85万 | 0.99% | 357,713 | -137,318 | -27.7% | -$633.72万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,604.13万 | 0.96% | 176,685 | -149,412 | -45.8% | -$1,356.52万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $1,592.11万 | 0.95% | 623,869 | -484,051 | -43.7% | -$1,235.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,508.58万 | 0.90% | 40,443 | -20,474 | -33.6% | -$763.71万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,496.06万 | 0.90% | 163,254 | -75,744 | -31.7% | -$694.12万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,482.35万 | 0.89% | 558,957 | -479,692 | -46.2% | -$1,272.14万 | 减仓 |
| AMZN | AMAZON COM INC | $1,448.58万 | 0.87% | 60,778 | -41,212 | -40.4% | -$982.25万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,436.74万 | 0.86% | 115,160 | -100,548 | -46.6% | -$1,254.44万 | 减仓 |
| IEMG | ISHARES INC | $1,407.77万 | 0.84% | 169,939 | -171,210 | -50.2% | -$1,418.30万 | 减仓 |
| HYG | ISHARES TR | $1,405.63万 | 0.84% | 175,770 | 14,852 | 9.2% | $118.77万 | 加仓 |
| IVW | ISHARES TR | $1,379.44万 | 0.83% | 100,301 | -74,429 | -42.6% | -$1,023.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,365.06万 | 0.82% | 36,889 | -33,094 | -47.3% | -$1,224.62万 | 减仓 |
| GOOGL | ALPHABET INC | $1,338.39万 | 0.80% | 37,451 | -31,576 | -45.7% | -$1,128.43万 | 减仓 |
| MGV | VANGUARD WORLD FD | $1,249.82万 | 0.75% | 76,465 | -4,474 | -5.5% | -$73.13万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,231.14万 | 0.74% | 181,023 | -134,277 | -42.6% | -$913.22万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,210.58万 | 0.73% | 199,142 | -167,567 | -45.7% | -$1,018.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,206.48万 | 0.72% | 76,345 | -46,194 | -37.7% | -$730.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,150.12万 | 0.69% | 16,746 | -339 | -2.0% | -$23.28万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,100.54万 | 0.66% | 184,253 | -175,767 | -48.8% | -$1,049.86万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,083.43万 | 0.65% | 133,659 | -115,481 | -46.4% | -$936.08万 | 减仓 |
| IVE | ISHARES TR | $1,043.00万 | 0.63% | 45,935 | -52,153 | -53.2% | -$1,184.19万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,038.88万 | 0.62% | 197,056 | -191,473 | -49.3% | -$1,009.45万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,038.80万 | 0.62% | 198,472 | -126,318 | -38.9% | -$661.15万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $985.91万 | 0.59% | 204,631 | -248,145 | -54.8% | -$1,195.56万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $983.45万 | 0.59% | 259,076 | -91,312 | -26.1% | -$346.62万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $977.96万 | 0.59% | 109,637 | -100,677 | -47.9% | -$898.04万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $974.02万 | 0.58% | 124,747 | -101,201 | -44.8% | -$790.17万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $966.82万 | 0.58% | 102,941 | -66,111 | -39.1% | -$620.92万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $902.70万 | 0.54% | 362,821 | -327,321 | -47.4% | -$814.38万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $882.89万 | 0.53% | 40,513 | -28,749 | -41.5% | -$626.52万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $870.49万 | 0.52% | 238,294 | -199,232 | -45.5% | -$727.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $867.05万 | 0.52% | 28,604 | -22,193 | -43.7% | -$672.72万 | 减仓 |
| LDUR | PIMCO ETF TR | $864.42万 | 0.52% | 90,411 | -85,609 | -48.6% | -$818.51万 | 减仓 |
| DGRW | WISDOMTREE TR | $854.31万 | 0.51% | 89,344 | -88,165 | -49.7% | -$843.04万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $854.07万 | 0.51% | 71,776 | -60,590 | -45.8% | -$720.96万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $819.20万 | 0.49% | 232,465 | -124,455 | -34.9% | -$438.58万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $808.28万 | 0.48% | 93,833 | -50,707 | -35.1% | -$436.79万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $801.15万 | 0.48% | 162,572 | -134,265 | -45.2% | -$661.66万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $795.55万 | 0.48% | 82,450 | -78,033 | -48.6% | -$752.93万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $790.79万 | 0.47% | 156,933 | -93,853 | -37.4% | -$472.93万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $786.67万 | 0.47% | 103,673 | -110,957 | -51.7% | -$841.95万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $783.18万 | 0.47% | 49,900 | -26,002 | -34.3% | -$408.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $777.18万 | 0.47% | 10,554 | -8,492 | -44.6% | -$625.33万 | 减仓 |
| JNK | SPDR SERIES TRUST | $777.15万 | 0.47% | 80,643 | 6,816 | 9.2% | $65.69万 | 加仓 |
| AVGO | BROADCOM INC | $775.55万 | 0.46% | 20,530 | -9,943 | -32.6% | -$375.61万 | 减仓 |
| MTUM | ISHARES TR | $775.23万 | 0.46% | 22,613 | -20,555 | -47.6% | -$704.67万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $774.41万 | 0.46% | 179,511 | -171,535 | -48.9% | -$740.00万 | 减仓 |
| IXUS | ISHARES TR | $772.86万 | 0.46% | 80,979 | 33,024 | 68.9% | $315.18万 | 加仓 |
| META | META PLATFORMS INC | $761.87万 | 0.46% | 13,525 | -6,837 | -33.6% | -$385.13万 | 减仓 |
| VO | VANGUARD INDEX FDS | $756.18万 | 0.45% | 93,854 | -71,218 | -43.1% | -$573.81万 | 减仓 |
| GOVT | ISHARES TR | $751.36万 | 0.45% | 329,833 | -221,626 | -40.2% | -$504.87万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $751.20万 | 0.45% | 148,546 | -91,266 | -38.1% | -$461.53万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $735.78万 | 0.44% | 34,581 | -30,132 | -46.6% | -$641.12万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $728.41万 | 0.44% | 63,406 | -50,028 | -44.1% | -$574.72万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $718.45万 | 0.43% | 344,495 | -113,990 | -24.9% | -$237.73万 | 减仓 |
| IJR | ISHARES TR | $708.42万 | 0.42% | 47,766 | -46,593 | -49.4% | -$691.02万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $685.51万 | 0.41% | 161,943 | -88,141 | -35.2% | -$373.10万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $684.81万 | 0.41% | 182,567 | -87,507 | -32.4% | -$328.24万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $671.09万 | 0.40% | 142,181 | -106,732 | -42.9% | -$503.77万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $639.22万 | 0.38% | 19,528 | -6,215 | -24.1% | -$203.44万 | 减仓 |
| EFG | ISHARES TR | $620.28万 | 0.37% | 49,853 | -34,653 | -41.0% | -$431.16万 | 减仓 |
| CAT | CATERPILLAR INC | $617.59万 | 0.37% | 5,799 | -5,053 | -46.6% | -$538.14万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $606.78万 | 0.36% | 70,976 | -64,726 | -47.7% | -$553.34万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $593.05万 | 0.36% | 122,454 | -59,276 | -32.6% | -$287.07万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $587.88万 | 0.35% | 175,696 | -131,712 | -42.8% | -$440.71万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $580.07万 | 0.35% | 68,233 | -58,659 | -46.2% | -$498.68万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $563.94万 | 0.34% | 206,345 | -125,595 | -37.8% | -$343.25万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $559.51万 | 0.34% | 23,646 | -22,192 | -48.4% | -$525.11万 | 减仓 |
| MINT | PIMCO ETF TR | $558.29万 | 0.33% | 55,380 | 5,023 | 10.0% | $50.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $554.23万 | 0.33% | 11,076 | -8,031 | -42.0% | -$401.86万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $551.69万 | 0.33% | 124,032 | -87,667 | -41.4% | -$389.94万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $551.16万 | 0.33% | 18,192 | -19,396 | -51.6% | -$587.63万 | 减仓 |
| USMV | ISHARES TR | $541.11万 | 0.32% | 56,096 | -51,200 | -47.7% | -$493.88万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $539.52万 | 0.32% | 28,318 | -26,234 | -48.1% | -$499.81万 | 减仓 |
| IEFA | ISHARES TR | $537.71万 | 0.32% | 55,676 | -28,209 | -33.6% | -$272.44万 | 减仓 |
| GLD | SPDR GOLD TR | $536.14万 | 0.32% | 14,554 | -21,630 | -59.8% | -$796.81万 | 减仓 |
| TLH | ISHARES TR | $529.74万 | 0.32% | 52,789 | -51,472 | -49.4% | -$516.52万 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $513.47万 | 0.31% | 213,678 | 213,678 | — | $513.47万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $506.30万 | 0.30% | 172,209 | -150,429 | -46.6% | -$442.26万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $505.29万 | 0.30% | 48,953 | -47,313 | -49.1% | -$488.36万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $503.19万 | 0.30% | 81,873 | -65,757 | -44.5% | -$404.14万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $486.01万 | 0.29% | 66,204 | -47,963 | -42.0% | -$352.10万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $485.02万 | 0.29% | 111,705 | -66,296 | -37.2% | -$287.86万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $483.07万 | 0.29% | 90,956 | -44,556 | -32.9% | -$236.64万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $469.08万 | 0.28% | 19,304 | -2,486 | -11.4% | -$60.41万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $468.99万 | 0.28% | 96,382 | -89,770 | -48.2% | -$436.82万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $466.24万 | 0.28% | 164,225 | -112,349 | -40.6% | -$318.96万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $454.82万 | 0.27% | 90,297 | -57,709 | -39.0% | -$290.68万 | 减仓 |
| VOTE | TCW ETF TRUST | $451.52万 | 0.27% | 51,211 | -48,957 | -48.9% | -$431.65万 | 减仓 |
| GOOG | ALPHABET INC | $450.25万 | 0.27% | 12,743 | -12,300 | -49.1% | -$434.59万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $439.24万 | 0.26% | 84,829 | -78,702 | -48.1% | -$407.52万 | 减仓 |