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
CP CANADIAN PACIFIC KANSAS CITY $00.00%0 -3,003-100.0% -$23.61万 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -1,376-100.0% -$23.59万 清仓
TY TRI CONTL CORP $00.00%0 -7,440-100.0% -$23.50万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -675-100.0% -$23.30万 清仓
DIA STATE STR SPDR DOW JONES IND $00.00%0 -502-100.0% -$23.25万 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -14,143-100.0% -$23.24万 清仓
PDBC INVESCO ACTVELY MNGD ETC FD $00.00%0 -13,367-100.0% -$23.15万 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -555-100.0% -$23.13万 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -1,757-100.0% -$23.01万 清仓
ABNB AIRBNB INC $00.00%0 -1,820-100.0% -$22.98万 清仓
SDFI AB ACTIVE ETFS INC $00.00%0 -6,420-100.0% -$22.88万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,641-100.0% -$22.85万 清仓
SUN SUNOCO LP/SUNOCO FIN CORP $00.00%0 -3,500-100.0% -$22.74万 清仓
MMIT NEW YORK LIFE INVTS ACTIVE E $00.00%0 -9,400-100.0% -$22.66万 清仓
JPME J P MORGAN EXCHANGE TRADED F $00.00%0 -1,974-100.0% -$22.62万 清仓
UNFI UNITED NAT FOODS INC $00.00%0 -5,000-100.0% -$22.53万 清仓
IYJ ISHARES TR $00.00%0 -1,526-100.0% -$22.52万 清仓
ICVT ISHARES TR $00.00%0 -2,212-100.0% -$22.51万 清仓
SNA SNAP ON INC $00.00%0 -620-100.0% -$22.50万 清仓
GQI NATIXIS ETF TR $00.00%0 -4,094-100.0% -$22.46万 清仓
CEF SPROTT ASSET MANAGEMENT LP $00.00%0 -4,700-100.0% -$22.43万 清仓
CSX CSX CORP $00.00%0 -5,450-100.0% -$22.38万 清仓
OEF ISHARES TR $00.00%0 -704-100.0% -$22.36万 清仓
DKL DELEK LOGISTICS PARTNERS LP $00.00%0 -4,470-100.0% -$22.24万 清仓
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -13,374-100.0% -$22.21万 清仓
DFIV DIMENSIONAL ETF TRUST $00.00%0 -4,160-100.0% -$21.96万 清仓
SUSL ISHARES TR $00.00%0 -1,930-100.0% -$21.93万 清仓
TCAL T ROWE PRICE ETF INC $00.00%0 -9,792-100.0% -$21.89万 清仓
SILJ AMPLIFY ETF TR $00.00%0 -7,360-100.0% -$21.87万 清仓
GSUS GOLDMAN SACHS ETF TR $00.00%0 -2,439-100.0% -$21.86万 清仓
DHR DANAHER CORP DEL $00.00%0 -1,150-100.0% -$21.81万 清仓
CGNX COGNEX CORP $00.00%0 -4,449-100.0% -$21.79万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $00.00%0 -3,549-100.0% -$21.77万 清仓
TSN TYSON FOODS INC $00.00%0 -3,394-100.0% -$21.75万 清仓
— NORTHERN LTS FD TR IV $00.00%0 -4,829-100.0% -$21.42万 清仓
CAPL CROSSAMERICA PARTNERS LP $00.00%0 -10,280-100.0% -$21.36万 清仓
BFC BANK FIRST CORP $00.00%0 -1,580-100.0% -$21.34万 清仓
NUE NUCOR CORP $00.00%0 -1,256-100.0% -$21.24万 清仓
IXN ISHARES TR $00.00%0 -2,120-100.0% -$21.20万 清仓
— WISDOMTREE TR $00.00%0 -6,400-100.0% -$21.19万 清仓
CSL CARLISLE COS INC $00.00%0 -635-100.0% -$21.18万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -3,671-100.0% -$21.16万 清仓
FLNC FLUENCE ENERGY INC $00.00%0 -15,336-100.0% -$21.10万 清仓
FLSP FRANKLIN TEMPLETON ETF TR $00.00%0 -7,735-100.0% -$21.04万 清仓
EEMV ISHARES INC $00.00%0 -3,222-100.0% -$20.86万 清仓
JTEK J P MORGAN EXCHANGE TRADED F $00.00%0 -2,604-100.0% -$20.71万 清仓
STWD STARWOOD PPTY TR INC $00.00%0 -12,022-100.0% -$20.70万 清仓
SLYV SPDR SERIES TRUST $00.00%0 -2,170-100.0% -$20.53万 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS $00.00%0 -10,931-100.0% -$20.44万 清仓
— WISDOMTREE TR $00.00%0 -7,344-100.0% -$20.43万 清仓
EXC EXELON CORP $00.00%0 -4,163-100.0% -$20.40万 清仓
EPI WISDOMTREE TR $00.00%0 -4,988-100.0% -$20.35万 清仓
BYLD ISHARES TR $00.00%0 -9,004-100.0% -$20.29万 清仓
NZF NUVEEN MUN CR INCOME FD $00.00%0 -16,570-100.0% -$20.18万 清仓
PHM PULTE GROUP INC $00.00%0 -1,714-100.0% -$20.16万 清仓
— SPROTT ETF TRUST $00.00%0 -2,336-100.0% -$20.11万 清仓
BP BP PLC $00.00%0 -4,273-100.0% -$20.09万 清仓
BSCU INVESCO EXCH TRD SLF IDX FD $00.00%0 -10,992-100.0% -$18.38万 清仓
BSCV INVESCO EXCH TRD SLF IDX FD $00.00%0 -11,142-100.0% -$18.34万 清仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $00.00%0 -13,250-100.0% -$14.88万 清仓
PDO PIMCO DYNAMIC INCOME OPRNTS $00.00%0 -11,222-100.0% -$14.51万 清仓
— GRANITESHARES ETF TR $00.00%0 -10,936-100.0% -$12.64万 清仓
CNH CNH INDL N V $00.00%0 -10,493-100.0% -$11.54万 清仓
NAD NUVEEN QUALITY MUNCP INCOME $00.00%0 -10,000-100.0% -$11.50万 清仓
UAMY UNITED STATES ANTIMONY CORP $00.00%0 -11,800-100.0% -$10.30万 清仓
— EATON VANCE RISK-MANAGED DIV $00.00%0 -12,000-100.0% -$9.80万 清仓
HLIT HARMONIC INC $00.00%0 -10,000-100.0% -$8.98万 清仓
NOK NOKIA CORP $00.00%0 -10,074-100.0% -$8.10万 清仓
ENVX ENOVIX CORPORATION $00.00%0 -13,084-100.0% -$6.78万 清仓
— GOLDMINING INC $00.00%0 -17,390-100.0% -$2.07万 清仓
— EHEALTH INC $00.00%0 -10,000-100.0% -$1.29万 清仓