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 |
|---|---|---|---|---|---|---|---|---|
| EMXC | ISHARES INC | $187.84万 | 0.11% | 18,361 | -8,316 | -31.2% | -$85.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $187.06万 | 0.11% | 5,530 | -3,204 | -36.7% | -$108.38万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $184.86万 | 0.11% | 22,410 | -13,746 | -38.0% | -$113.39万 | 减仓 |
| SO | SOUTHERN CO | $183.82万 | 0.11% | 19,206 | -16,358 | -46.0% | -$156.56万 | 减仓 |
| HD | HOME DEPOT INC | $181.53万 | 0.11% | 5,147 | -3,866 | -42.9% | -$136.35万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $180.71万 | 0.11% | 2,153 | 1 | 0.0% | $839 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $180.65万 | 0.11% | 11,319 | -11,239 | -49.8% | -$179.37万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $179.69万 | 0.11% | 31,497 | -17,753 | -36.0% | -$101.28万 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $177.24万 | 0.11% | 23,222 | -14,530 | -38.5% | -$110.90万 | 减仓 |
| NVT | NVENT ELEC PLC | $175.97万 | 0.11% | 10,375 | -5 | -0.0% | -$848 | 减仓 |
| ITOT | ISHARES TR | $174.59万 | 0.10% | 10,628 | -5,165 | -32.7% | -$84.85万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $174.09万 | 0.10% | 32,001 | 32,001 | — | $174.09万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $171.85万 | 0.10% | 22,819 | -21,636 | -48.7% | -$162.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $171.65万 | 0.10% | 9,488 | -5,187 | -35.3% | -$93.84万 | 减仓 |
| MS | MORGAN STANLEY | $167.72万 | 0.10% | 8,023 | -2,284 | -22.2% | -$47.75万 | 减仓 |
| IWF | ISHARES TR | $165.62万 | 0.10% | 13,338 | -12,278 | -47.9% | -$152.45万 | 减仓 |
| IJH | ISHARES TR | $164.71万 | 0.10% | 21,361 | -23,090 | -51.9% | -$178.04万 | 减仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $164.25万 | 0.10% | 76,542 | -72,436 | -48.6% | -$155.44万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $163.66万 | 0.10% | 33,171 | 3,067 | 10.2% | $15.13万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $163.01万 | 0.10% | 65,127 | -28,124 | -30.2% | -$70.39万 | 减仓 |
| NULV | NUSHARES ETF TR | $161.28万 | 0.10% | 32,262 | -37,299 | -53.6% | -$186.46万 | 减仓 |
| XBIL | RBB FD INC | $161.15万 | 0.10% | 32,230 | -38,684 | -54.6% | -$193.42万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $160.51万 | 0.10% | 28,529 | -61,417 | -68.3% | -$345.54万 | 减仓 |
| CB | CHUBB LIMITED | $159.98万 | 0.10% | 4,695 | -519 | -10.0% | -$17.69万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $159.33万 | 0.10% | 26,022 | -33,258 | -56.1% | -$203.64万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $159.09万 | 0.10% | 6,825 | -1,928 | -22.0% | -$44.94万 | 减仓 |
| DE | DEERE & CO | $158.18万 | 0.09% | 2,494 | -2,554 | -50.6% | -$161.98万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $155.06万 | 0.09% | 47,247 | -20,888 | -30.7% | -$68.55万 | 减仓 |
| SPYI | NEOS ETF TRUST | $154.57万 | 0.09% | 29,116 | -9,656 | -24.9% | -$51.26万 | 减仓 |
| XBI | SPDR SERIES TRUST | $153.76万 | 0.09% | 9,716 | -2,222 | -18.6% | -$35.16万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $153.18万 | 0.09% | 26,465 | -18,127 | -40.7% | -$104.92万 | 减仓 |
| FIX | COMFORT SYS USA INC | $151.05万 | 0.09% | 762 | -746 | -49.5% | -$147.88万 | 减仓 |
| FLOT | ISHARES TR | $150.32万 | 0.09% | 29,446 | 7,926 | 36.8% | $40.46万 | 加仓 |
| V | VISA INC | $149.42万 | 0.09% | 4,355 | -4,115 | -48.6% | -$141.19万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $148.34万 | 0.09% | 25,576 | -23,964 | -48.4% | -$138.99万 | 减仓 |
| CMI | CUMMINS INC | $148.10万 | 0.09% | 2,077 | -647 | -23.8% | -$46.14万 | 减仓 |
| MO | ALTRIA GROUP INC | $145.45万 | 0.09% | 20,215 | -7,583 | -27.3% | -$54.56万 | 减仓 |
| NEM | NEWMONT CORP | $142.19万 | 0.09% | 15,224 | -1,862 | -10.9% | -$17.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $142.03万 | 0.09% | 13,729 | 6,366 | 86.5% | $65.86万 | 加仓 |
| SNPE | DBX ETF TR | $141.19万 | 0.08% | 20,503 | -20,355 | -49.8% | -$140.17万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $140.88万 | 0.08% | 18,524 | 1,318 | 7.7% | $10.02万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $139.88万 | 0.08% | 1,833 | -1,596 | -46.5% | -$121.80万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $139.36万 | 0.08% | 2,572 | 168 | 7.0% | $9.10万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $137.27万 | 0.08% | 2,673 | -1,627 | -37.8% | -$83.55万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $136.78万 | 0.08% | 32,305 | -16,429 | -33.7% | -$69.56万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $134.93万 | 0.08% | 18,283 | -39,781 | -68.5% | -$293.58万 | 减仓 |
| DXJ | WISDOMTREE TR | $133.47万 | 0.08% | 7,692 | -1,531 | -16.6% | -$26.57万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $133.38万 | 0.08% | 6,469 | -10,334 | -61.5% | -$213.07万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $133.22万 | 0.08% | 50,788 | -16,370 | -24.4% | -$42.94万 | 减仓 |
| MRK | MERCK & CO INC | $132.96万 | 0.08% | 10,347 | -6,284 | -37.8% | -$80.75万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $130.66万 | 0.08% | 25,620 | -27,096 | -51.4% | -$138.19万 | 减仓 |
| MCD | MCDONALDS CORP | $129.96万 | 0.08% | 4,808 | -3,270 | -40.5% | -$88.39万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $129.63万 | 0.08% | 42,965 | -39,619 | -48.0% | -$119.53万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $127.99万 | 0.08% | 8,067 | -7,688 | -48.8% | -$121.98万 | 减仓 |
| FOXA | FOX CORP | $126.91万 | 0.08% | 24,330 | -2,700 | -10.0% | -$14.08万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $126.61万 | 0.08% | 10,852 | -15,675 | -59.1% | -$182.88万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $126.54万 | 0.08% | 23,719 | -21,479 | -47.5% | -$114.59万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $126.29万 | 0.08% | 9,918 | -8,054 | -44.8% | -$102.56万 | 减仓 |
| CVX | CHEVRON CORPORATION | $125.94万 | 0.08% | 7,598 | -4,938 | -39.4% | -$81.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $125.59万 | 0.08% | 4,466 | -2,663 | -37.4% | -$74.89万 | 减仓 |
| INTC | INTEL CORP | $125.54万 | 0.08% | 8,991 | -5,665 | -38.7% | -$79.10万 | 减仓 |
| HGER | HARBOR ETF TRUST | $124.89万 | 0.07% | 42,567 | -16,737 | -28.2% | -$49.11万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $124.21万 | 0.07% | 5,045 | -1,099 | -17.9% | -$27.06万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $124.05万 | 0.07% | 21,155 | -23,517 | -52.6% | -$137.90万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $123.12万 | 0.07% | 18,224 | -17,214 | -48.6% | -$116.30万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $123.07万 | 0.07% | 7,977 | 721 | 9.9% | $11.12万 | 加仓 |
| USDU | WISDOMTREE TR | $122.56万 | 0.07% | 45,816 | 1,706 | 3.9% | $4.56万 | 加仓 |
| PEP | PEPSICO INC | $122.45万 | 0.07% | 9,044 | -10,172 | -52.9% | -$137.72万 | 减仓 |
| BA | BOEING CO | $122.45万 | 0.07% | 5,657 | -4,794 | -45.9% | -$103.77万 | 减仓 |
| ASML | ASML HLDG NV | $122.44万 | 0.07% | 615 | -102 | -14.2% | -$20.31万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $122.44万 | 0.07% | 13,437 | 10,459 | 351.2% | $95.30万 | 加仓 |
| AZN | ASTRAZENECA PLC | $119.97万 | 0.07% | 6,327 | -1,106 | -14.9% | -$20.97万 | 减仓 |
| WM | WASTE MGMT INC DEL | $119.39万 | 0.07% | 5,357 | -2,778 | -34.1% | -$61.91万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $117.58万 | 0.07% | 32,310 | 26,215 | 430.1% | $95.40万 | 加仓 |
| ET | ENERGY TRANSFER L P | $117.04万 | 0.07% | 61,213 | -58,625 | -48.9% | -$112.09万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $115.99万 | 0.07% | 46,265 | 46,265 | — | $115.99万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $115.97万 | 0.07% | 9,162 | -4,473 | -32.8% | -$56.62万 | 减仓 |
| EWW | ISHARES INC | $115.96万 | 0.07% | 15,406 | 15,406 | — | $115.96万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $115.94万 | 0.07% | 19,423 | -17,706 | -47.7% | -$105.69万 | 减仓 |
| IXJ | ISHARES TR | $115.90万 | 0.07% | 11,781 | 11,781 | — | $115.90万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $114.72万 | 0.07% | 2,966 | 1,655 | 126.2% | $64.01万 | 加仓 |
| QUAL | ISHARES TR | $114.29万 | 0.07% | 5,209 | -49,557 | -90.5% | -$1,087.35万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $113.99万 | 0.07% | 23,576 | -1,552 | -6.2% | -$7.50万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $113.08万 | 0.07% | 14,107 | -15,740 | -52.7% | -$126.18万 | 减仓 |
| IEUR | ISHARES TR | $112.63万 | 0.07% | 14,983 | 1,641 | 12.3% | $12.34万 | 加仓 |
| KO | COCA COLA CO | $110.87万 | 0.07% | 13,642 | -6,976 | -33.8% | -$56.70万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $108.21万 | 0.06% | 2,508 | -2,357 | -48.4% | -$101.69万 | 减仓 |
| TIP | ISHARES TR | $108.20万 | 0.06% | 9,888 | -965 | -8.9% | -$10.56万 | 减仓 |
| EFAV | ISHARES TR | $107.94万 | 0.06% | 12,307 | -10,837 | -46.8% | -$95.05万 | 减仓 |
| EWY | ISHARES INC | $107.17万 | 0.06% | 5,308 | 5,308 | — | $107.17万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $106.88万 | 0.06% | 9,943 | -9,987 | -50.1% | -$107.36万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $104.52万 | 0.06% | 5,760 | -5,552 | -49.1% | -$100.74万 | 减仓 |
| IWM | ISHARES TR | $104.25万 | 0.06% | 3,470 | -1,530 | -30.6% | -$45.96万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $103.79万 | 0.06% | 1,061 | -381 | -26.4% | -$37.27万 | 减仓 |
| LIN | LINDE PLC | $103.35万 | 0.06% | 1,992 | -728 | -26.8% | -$37.77万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $103.28万 | 0.06% | 4,256 | 572 | 15.5% | $13.88万 | 加仓 |
| DSI | ISHARES TR | $102.92万 | 0.06% | 7,228 | -7,234 | -50.0% | -$103.01万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $102.07万 | 0.06% | 22,334 | -20,182 | -47.5% | -$92.23万 | 减仓 |
| DTD | WISDOMTREE TR | $101.30万 | 0.06% | 10,863 | -11,360 | -51.1% | -$105.93万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $101.02万 | 0.06% | 11,794 | 8,510 | 259.1% | $72.89万 | 加仓 |