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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $282.54万 | 0.11% | 3,237 | 2,204 | 213.4% | $192.38万 | 加仓 |
| AFL | AFLAC INC | $279.77万 | 0.11% | 25,502 | 23,236 | 1,025.4% | $254.91万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $277.73万 | 0.11% | 25,863 | 18,275 | 240.8% | $196.25万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $275.74万 | 0.11% | 49,540 | 24,518 | 98.0% | $136.47万 | 加仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $274.08万 | 0.11% | 37,752 | 18,792 | 99.1% | $136.43万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $273.85万 | 0.11% | 36,156 | 28,002 | 343.4% | $212.09万 | 加仓 |
| IWF | ISHARES TR | $273.09万 | 0.11% | 6,404 | 2,138 | 50.1% | $91.17万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $270.24万 | 0.11% | 106,730 | 71,709 | 204.8% | $181.57万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $268.95万 | 0.10% | 49,250 | 26,096 | 112.7% | $142.51万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $268.75万 | 0.10% | 52,716 | 33,684 | 177.0% | $171.72万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $266.84万 | 0.10% | 16,803 | 9,089 | 117.8% | $144.34万 | 加仓 |
| IGIB | ISHARES TR | $266.37万 | 0.10% | 50,051 | 50,051 | — | $266.37万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $265.93万 | 0.10% | 58,756 | 58,756 | — | $265.93万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $264.16万 | 0.10% | 8,734 | 7,335 | 524.3% | $221.85万 | 加仓 |
| CSCO | CISCO SYS INC | $261.65万 | 0.10% | 33,721 | 25,393 | 304.9% | $197.03万 | 加仓 |
| CVX | CHEVRON CORPORATION | $259.39万 | 0.10% | 12,536 | 10,800 | 622.1% | $223.47万 | 加仓 |
| V | VISA INC | $256.01万 | 0.10% | 8,470 | 5,311 | 168.1% | $160.53万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $255.11万 | 0.10% | 8,440 | 8,440 | — | $255.11万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $255.04万 | 0.10% | 75,573 | 42,472 | 128.3% | $143.33万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $253.85万 | 0.10% | 80,408 | 64,795 | 415.0% | $204.56万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $251.56万 | 0.10% | 9,775 | 9,775 | — | $251.56万 | 新建仓 |
| MCD | MCDONALDS CORP | $251.08万 | 0.10% | 8,078 | 5,558 | 220.6% | $172.75万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $250.14万 | 0.10% | 51,768 | 27,301 | 111.6% | $131.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $249.60万 | 0.10% | 17,281 | 13,416 | 347.1% | $193.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $246.35万 | 0.10% | 23,995 | 21,802 | 994.2% | $223.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $244.64万 | 0.10% | 48,734 | 36,842 | 309.8% | $184.94万 | 加仓 |
| SNPE | DBX ETF TR | $243.31万 | 0.09% | 40,858 | 10,736 | 35.6% | $63.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $242.65万 | 0.09% | 14,675 | 11,380 | 345.4% | $188.16万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $232.94万 | 0.09% | 93,251 | 73,424 | 370.3% | $183.41万 | 加仓 |
| ET | ENERGY TRANSFER L P | $231.29万 | 0.09% | 119,838 | 64,000 | 114.6% | $123.52万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $230.99万 | 0.09% | 15,755 | -10,371 | -39.7% | -$152.05万 | 减仓 |
| SHY | ISHARES TR | $229.05万 | 0.09% | 27,740 | 21,527 | 346.5% | $177.75万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $225.97万 | 0.09% | 45,198 | 24,511 | 118.5% | $122.54万 | 加仓 |
| ITOT | ISHARES TR | $224.94万 | 0.09% | 15,793 | 12,361 | 360.2% | $176.06万 | 加仓 |
| SMH | VANECK ETF TRUST | $219.59万 | 0.09% | 5,727 | 2,856 | 99.5% | $109.51万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $218.27万 | 0.09% | 44,672 | 23,738 | 113.4% | $115.98万 | 加仓 |
| ILF | ISHARES TR | $218.25万 | 0.09% | 61,444 | 35,157 | 133.7% | $124.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $214.90万 | 0.08% | 4,300 | 3,944 | 1,107.9% | $197.10万 | 重新持有 |
| NFLX | NETFLIX INC. | $212.14万 | 0.08% | 22,063 | 15,473 | 234.8% | $148.77万 | 加仓 |
| EFAV | ISHARES TR | $211.46万 | 0.08% | 23,144 | 12,236 | 112.2% | $111.80万 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $210.25万 | 0.08% | 44,592 | 20,260 | 83.3% | $95.53万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $209.86万 | 0.08% | 35,438 | 17,051 | 92.7% | $100.97万 | 加仓 |
| EMXC | ISHARES INC | $209.84万 | 0.08% | 26,677 | -14,947 | -35.9% | -$117.57万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $209.33万 | 0.08% | 29,847 | 20,030 | 204.0% | $140.48万 | 加仓 |
| BA | BOEING CO | $207.99万 | 0.08% | 10,451 | 6,096 | 140.0% | $121.32万 | 加仓 |
| FIX | COMFORT SYS USA INC | $207.99万 | 0.08% | 1,508 | 782 | 107.7% | $107.85万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $207.36万 | 0.08% | 47,494 | 26,295 | 124.0% | $114.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $205.91万 | 0.08% | 7,609 | 5,383 | 241.8% | $145.67万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $203.11万 | 0.08% | 68,135 | 52,156 | 326.4% | $155.48万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $201.45万 | 0.08% | 11,312 | 5,707 | 101.8% | $101.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.68万 | 0.08% | 37,129 | 32,814 | 760.5% | $177.36万 | 加仓 |
| MRK | MERCK & CO INC | $200.06万 | 0.08% | 16,631 | 12,159 | 271.9% | $146.27万 | 加仓 |
| SUSC | ISHARES TR | $199.31万 | 0.08% | 86,139 | 63,340 | 277.8% | $146.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $198.38万 | 0.08% | 5,871 | 5,058 | 622.1% | $170.91万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $196.07万 | 0.08% | 19,930 | 10,730 | 116.6% | $105.56万 | 加仓 |
| VV | VANGUARD INDEX FDS | $191.93万 | 0.07% | 6,422 | 5,176 | 415.4% | $154.69万 | 加仓 |
| DTD | WISDOMTREE TR | $191.92万 | 0.07% | 22,223 | 11,525 | 107.7% | $99.53万 | 加仓 |
| SPYI | NEOS ETF TRUST | $191.41万 | 0.07% | 38,772 | 26,532 | 216.8% | $130.99万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $190.79万 | 0.07% | 49,660 | 27,361 | 122.7% | $105.12万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $190.68万 | 0.07% | 42,516 | 19,370 | 83.7% | $86.87万 | 加仓 |
| AGGY | WISDOMTREE TR | $189.35万 | 0.07% | 43,577 | 23,731 | 119.6% | $103.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $187.27万 | 0.07% | 5,480 | 5,480 | — | $187.27万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $186.94万 | 0.07% | 8,135 | 5,341 | 191.2% | $122.73万 | 加仓 |
| NEM | NEWMONT CORP | $184.96万 | 0.07% | 17,086 | 17,086 | — | $184.96万 | 新建仓 |
| HGER | HARBOR ETF TRUST | $183.90万 | 0.07% | 59,304 | 59,304 | — | $183.90万 | 新建仓 |
| MO | ALTRIA GROUP INC | $183.45万 | 0.07% | 27,798 | 21,921 | 373.0% | $144.66万 | 加仓 |
| TLT | ISHARES TR | $181.15万 | 0.07% | 20,896 | 17,746 | 563.4% | $153.84万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $178.53万 | 0.07% | 13,635 | 10,276 | 305.9% | $134.55万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $176.63万 | 0.07% | 67,158 | 56,060 | 505.1% | $147.44万 | 重新持有 |
| HELO | J P MORGAN EXCHANGE TRADED F | $176.27万 | 0.07% | 27,580 | 4,555 | 19.8% | $29.11万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $176.04万 | 0.07% | 22,452 | 18,911 | 534.1% | $148.28万 | 加仓 |
| DSI | ISHARES TR | $175.27万 | 0.07% | 14,462 | 9,525 | 192.9% | $115.44万 | 加仓 |
| WPC | WP CAREY INC | $174.49万 | 0.07% | 25,676 | 25,676 | — | $174.49万 | 新建仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $174.29万 | 0.07% | 17,972 | 9,218 | 105.3% | $89.39万 | 加仓 |
| COWZ | PACER FDS TR | $173.86万 | 0.07% | 27,791 | 16,209 | 139.9% | $101.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $172.78万 | 0.07% | 7,129 | 5,183 | 266.3% | $125.62万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $171.73万 | 0.07% | 69,219 | 38,349 | 124.2% | $95.14万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $171.24万 | 0.07% | 2,834 | 1,503 | 112.9% | $90.82万 | 加仓 |
| CB | CHUBB LTD SWITZ | $169.93万 | 0.07% | 5,214 | 5,214 | — | $169.93万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $169.92万 | 0.07% | 15,328 | 7,648 | 99.6% | $84.78万 | 加仓 |
| MS | MORGAN STANLEY | $169.61万 | 0.07% | 10,307 | 10,307 | — | $169.61万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $169.35万 | 0.07% | 64,441 | 38,834 | 151.7% | $102.06万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $168.66万 | 0.07% | 69,150 | 51,218 | 285.6% | $124.92万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $167.26万 | 0.07% | 93,912 | 54,887 | 140.6% | $97.75万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $164.63万 | 0.06% | 34,636 | 15,512 | 81.1% | $73.73万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $164.45万 | 0.06% | 61,226 | 33,886 | 123.9% | $91.02万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $163.36万 | 0.06% | 41,850 | 21,326 | 103.9% | $83.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $163.26万 | 0.06% | 32,684 | 22,514 | 221.4% | $112.46万 | 加仓 |
| EAGG | ISHARES TR | $162.48万 | 0.06% | 34,171 | 25,898 | 313.0% | $123.14万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $162.46万 | 0.06% | 19,632 | 14,424 | 277.0% | $119.36万 | 加仓 |
| KLAC | KLA CORP | $161.71万 | 0.06% | 1,098 | 1,098 | — | $161.71万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $161.55万 | 0.06% | 18,864 | 12,167 | 181.7% | $104.20万 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $159.99万 | 0.06% | 106,236 | 64,151 | 152.4% | $96.61万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $159.59万 | 0.06% | 8,753 | 6,753 | 337.6% | $123.13万 | 加仓 |
| FOXA | FOX CORP | $157.86万 | 0.06% | 27,030 | 27,030 | — | $157.86万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $157.80万 | 0.06% | 60,414 | 31,188 | 106.7% | $81.46万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $157.26万 | 0.06% | 115,380 | 73,345 | 174.5% | $99.97万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $156.97万 | 0.06% | 9,474 | 4,694 | 98.2% | $77.77万 | 加仓 |
| KO | COCA COLA CO | $156.81万 | 0.06% | 20,618 | 16,398 | 388.6% | $124.71万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $156.63万 | 0.06% | 38,606 | 29,180 | 309.6% | $118.39万 | 加仓 |