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 |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | $738.37万 | 0.29% | 88,353 | 70,216 | 387.1% | $586.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $725.00万 | 0.28% | 54,552 | 24,617 | 82.2% | $327.16万 | 加仓 |
| GOOG | ALPHABET INC | $718.40万 | 0.28% | 25,043 | 15,448 | 161.0% | $443.15万 | 加仓 |
| GLDM | WORLD GOLD TR | $707.02万 | 0.28% | 76,278 | 72,831 | 2,112.9% | $675.07万 | 重新持有 |
| JNK | SPDR SERIES TRUST | $706.66万 | 0.28% | 73,827 | 73,827 | — | $706.66万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $700.61万 | 0.27% | 266,799 | 212,471 | 391.1% | $557.95万 | 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 |
| EVSD | MORGAN STANLEY ETF TRUST | $660.11万 | 0.26% | 129,586 | 77,583 | 149.2% | $395.21万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $644.35万 | 0.25% | 141,552 | 69,064 | 95.3% | $314.38万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $640.70万 | 0.25% | 69,377 | 35,449 | 104.5% | $327.37万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $632.30万 | 0.25% | 198,026 | 118,123 | 147.8% | $377.17万 | 加仓 |
| ABBV | ABBVIE INC | $630.55万 | 0.25% | 28,993 | 25,727 | 787.7% | $559.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $615.24万 | 0.24% | 96,011 | 83,229 | 651.1% | $533.33万 | 加仓 |
| SGOV | ISHARES TR | $615.02万 | 0.24% | 61,100 | 33,983 | 125.3% | $342.07万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $607.72万 | 0.24% | 148,006 | 148,006 | — | $607.72万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $602.12万 | 0.23% | 121,961 | 98,915 | 429.2% | $488.34万 | 加仓 |
| — | EXXON MOBIL CORP | $599.30万 | 0.23% | 35,323 | 22,191 | 169.0% | $376.50万 | 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 |
| USFR | WISDOMTREE TR | $593.58万 | 0.23% | 117,914 | 58,658 | 99.0% | $295.28万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $585.11万 | 0.23% | 178,822 | 178,822 | — | $585.11万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $573.74万 | 0.22% | 168,521 | 91,304 | 118.2% | $310.85万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $551.13万 | 0.21% | 87,929 | 44,871 | 104.2% | $281.25万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $545.89万 | 0.21% | 118,957 | 101,779 | 592.5% | $467.06万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $538.77万 | 0.21% | 24,946 | 13,461 | 117.2% | $290.72万 | 加仓 |
| IAGG | ISHARES TR | $522.91万 | 0.20% | 104,499 | 75,304 | 257.9% | $376.82万 | 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 |
| FUMB | FIRST TR EXCH TRADED FD III | $521.43万 | 0.20% | 260,066 | 134,492 | 107.1% | $269.66万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $518.58万 | 0.20% | 52,632 | 25,180 | 91.7% | $248.10万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $516.54万 | 0.20% | 22,073 | 11,624 | 111.2% | $272.02万 | 加仓 |
| MINT | PIMCO ETF TR | $506.44万 | 0.20% | 50,357 | 50,357 | — | $506.44万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $494.06万 | 0.19% | 97,524 | 48,145 | 97.5% | $243.90万 | 加仓 |
| EMBD | GLOBAL X FDS | $493.70万 | 0.19% | 210,712 | 115,966 | 122.4% | $271.71万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $486.20万 | 0.19% | 99,814 | 65,923 | 194.5% | $321.11万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $484.98万 | 0.19% | 269,136 | 141,844 | 111.4% | $255.60万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $480.51万 | 0.19% | 95,492 | 45,240 | 90.0% | $227.65万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $479.97万 | 0.19% | 31,138 | 15,336 | 97.1% | $236.39万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $477.51万 | 0.19% | 173,230 | 120,742 | 230.0% | $332.83万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $473.41万 | 0.18% | 21,790 | 20,259 | 1,323.3% | $440.14万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $472.41万 | 0.18% | 13,979 | 11,726 | 520.5% | $396.27万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $471.16万 | 0.18% | 153,572 | 107,169 | 231.0% | $328.79万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $467.15万 | 0.18% | 234,040 | 118,592 | 102.7% | $236.71万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $465.02万 | 0.18% | 155,246 | 102,342 | 193.4% | $306.55万 | 加仓 |
| WMT | WALMART INC | $459.45万 | 0.18% | 36,969 | 25,421 | 220.1% | $315.93万 | 加仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $444.09万 | 0.17% | 351,058 | 191,193 | 119.6% | $241.86万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $430.93万 | 0.17% | 106,298 | 79,705 | 299.7% | $323.13万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $429.93万 | 0.17% | 84,933 | 46,213 | 119.4% | $233.93万 | 加仓 |
| BOND | PIMCO ETF TR | $429.14万 | 0.17% | 46,503 | 38,325 | 468.6% | $353.67万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $428.36万 | 0.17% | 79,665 | 64,881 | 438.9% | $348.87万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $427.92万 | 0.17% | 291,298 | 159,344 | 120.8% | $234.08万 | 加仓 |
| IXUS | ISHARES TR | $415.48万 | 0.16% | 47,955 | 39,355 | 457.6% | $340.97万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $415.19万 | 0.16% | 89,946 | 46,582 | 107.4% | $215.02万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $409.25万 | 0.16% | 150,736 | 111,637 | 285.5% | $303.10万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $408.54万 | 0.16% | 58,064 | 37,517 | 182.6% | $263.97万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $408.07万 | 0.16% | 67,876 | 67,876 | — | $408.07万 | 新建仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $405.80万 | 0.16% | 114,892 | 65,811 | 134.1% | $232.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $395.36万 | 0.15% | 16,174 | 13,015 | 412.0% | $318.14万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $394.69万 | 0.15% | 19,654 | 12,495 | 174.5% | $250.93万 | 加仓 |
| EQL | ALPS ETF TR | $393.86万 | 0.15% | 82,814 | 35,826 | 76.2% | $170.39万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $390.58万 | 0.15% | 15,942 | 7,752 | 94.7% | $189.92万 | 加仓 |
| AGG | ISHARES TR | $388.98万 | 0.15% | 39,183 | 30,716 | 362.8% | $304.92万 | 加仓 |
| IAU | ISHARES GOLD TR | $388.83万 | 0.15% | 44,105 | 20,612 | 87.7% | $181.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $388.04万 | 0.15% | 26,527 | 15,532 | 141.3% | $227.20万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $376.76万 | 0.15% | 34,452 | 15,644 | 83.2% | $171.08万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $376.21万 | 0.15% | 66,868 | 45,336 | 210.6% | $255.07万 | 加仓 |
| LLY | ELI LILLY & CO | $375.92万 | 0.15% | 4,087 | 3,011 | 279.8% | $276.95万 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $375.83万 | 0.15% | 43,234 | 9,711 | 29.0% | $84.42万 | 加仓 |
| MUB | ISHARES TR | $374.72万 | 0.15% | 35,301 | 28,145 | 393.3% | $298.76万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $372.48万 | 0.15% | 4,402 | 3,662 | 494.9% | $309.86万 | 加仓 |
| DGRO | ISHARES TR | $371.85万 | 0.14% | 52,986 | 42,271 | 394.5% | $296.65万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $369.03万 | 0.14% | 22,560 | 15,825 | 235.0% | $258.86万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $366.66万 | 0.14% | 19,896 | 19,896 | — | $366.66万 | 新建仓 |
| EFFI | HARBOR ETF TRUST | $363.72万 | 0.14% | 153,376 | 153,376 | — | $363.72万 | 新建仓 |
| BAC | BANK AMERICA CORP | $361.52万 | 0.14% | 74,157 | 52,229 | 238.2% | $254.62万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $355.42万 | 0.14% | 123,624 | 89,131 | 258.4% | $256.25万 | 加仓 |
| XBIL | RBB FD INC | $354.78万 | 0.14% | 70,914 | 40,304 | 131.7% | $201.64万 | 加仓 |
| T | AT&T INC | $352.54万 | 0.14% | 121,607 | 99,016 | 438.3% | $287.05万 | 加仓 |
| RTX | RTX CORPORATION | $351.79万 | 0.14% | 18,237 | 11,981 | 191.5% | $231.11万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $347.80万 | 0.14% | 167,614 | 93,623 | 126.5% | $194.27万 | 加仓 |
| SO | SOUTHERN CO | $343.27万 | 0.13% | 35,564 | 20,471 | 135.6% | $197.59万 | 加仓 |
| IEI | ISHARES TR | $340.84万 | 0.13% | 28,738 | 26,456 | 1,159.3% | $313.77万 | 加仓 |
| GE | GE AEROSPACE | $339.39万 | 0.13% | 11,961 | 8,472 | 242.8% | $240.39万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $328.97万 | 0.13% | 75,469 | 40,294 | 114.6% | $175.64万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $323.37万 | 0.13% | 59,280 | 59,280 | — | $323.37万 | 新建仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $322.14万 | 0.13% | 109,720 | 109,720 | — | $322.14万 | 新建仓 |
| NULV | NUSHARES ETF TR | $316.50万 | 0.12% | 69,561 | 23,802 | 52.0% | $108.30万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $312.03万 | 0.12% | 148,978 | 84,787 | 132.1% | $177.59万 | 加仓 |
| USIG | ISHARES TR | $310.61万 | 0.12% | 60,630 | 60,630 | — | $310.61万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $306.34万 | 0.12% | 44,455 | 44,455 | — | $306.34万 | 新建仓 |
| IEF | ISHARES TR | $304.30万 | 0.12% | 31,884 | 25,248 | 380.5% | $240.96万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $304.07万 | 0.12% | 64,763 | 64,763 | — | $304.07万 | 新建仓 |
| SHYG | ISHARES TR | $301.83万 | 0.12% | 71,337 | 71,337 | — | $301.83万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $300.29万 | 0.12% | 39,985 | 21,932 | 121.5% | $164.71万 | 加仓 |
| IJH | ISHARES TR | $300.18万 | 0.12% | 44,451 | 28,284 | 174.9% | $191.00万 | 加仓 |
| PEP | PEPSICO INC | $298.41万 | 0.12% | 19,216 | 11,890 | 162.3% | $184.64万 | 加仓 |
| VGT | VANGUARD WORLD FD | $297.00万 | 0.12% | 4,257 | 2,544 | 148.5% | $177.49万 | 加仓 |
| HD | HOME DEPOT INC | $296.43万 | 0.12% | 9,013 | 6,447 | 251.2% | $212.04万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $295.10万 | 0.12% | 26,638 | 17,334 | 186.3% | $192.03万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $292.68万 | 0.11% | 82,584 | 61,124 | 284.8% | $216.62万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $286.43万 | 0.11% | 22,558 | 11,710 | 107.9% | $148.69万 | 加仓 |
| DE | DEERE & CO | $284.36万 | 0.11% | 5,048 | 2,942 | 139.7% | $165.72万 | 加仓 |