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 |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES TR | $155.18万 | 0.06% | 10,973 | 7,387 | 206.0% | $104.47万 | 加仓 |
| XBI | SPDR SERIES TRUST | $152.49万 | 0.06% | 11,938 | 11,938 | — | $152.49万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $152.18万 | 0.06% | 24,628 | 12,487 | 102.8% | $77.16万 | 加仓 |
| AMGN | AMGEN INC | $152.12万 | 0.06% | 4,323 | 2,989 | 224.1% | $105.18万 | 加仓 |
| MPC | MARATHON PETE CORP | $151.50万 | 0.06% | 6,204 | 3,175 | 104.8% | $77.53万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $149.28万 | 0.06% | 30,104 | 25,536 | 559.0% | $126.63万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $148.56万 | 0.06% | 7,303 | 5,539 | 314.0% | $112.68万 | 加仓 |
| AZN | ASTRAZENECA PLC | $146.58万 | 0.06% | 7,433 | 7,433 | — | $146.58万 | 新建仓 |
| CMI | CUMMINS INC | $146.56万 | 0.06% | 2,724 | 2,046 | 301.8% | $110.08万 | 加仓 |
| DXJ | WISDOMTREE TR | $146.25万 | 0.06% | 9,223 | 9,223 | — | $146.25万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $143.53万 | 0.06% | 10,298 | 6,225 | 152.8% | $86.76万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $142.56万 | 0.06% | 2,404 | 2,404 | — | $142.56万 | 新建仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $142.50万 | 0.06% | 28,392 | 20,755 | 271.8% | $104.17万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $139.57万 | 0.05% | 16,514 | 7,053 | 74.5% | $59.61万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $138.81万 | 0.05% | 60,484 | 40,628 | 204.6% | $93.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $137.96万 | 0.05% | 10,451 | 10,451 | — | $137.96万 | 新建仓 |
| SHEL | SHELL PLC | $137.96万 | 0.05% | 14,834 | 10,283 | 226.0% | $95.63万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $137.31万 | 0.05% | 37,962 | 4,859 | 14.7% | $17.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $137.22万 | 0.05% | 4,914 | 4,090 | 496.4% | $114.21万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $135.54万 | 0.05% | 43,234 | 21,698 | 100.8% | $68.02万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $135.47万 | 0.05% | 10,335 | 6,390 | 162.0% | $83.76万 | 加仓 |
| EFA | ISHARES TR | $135.16万 | 0.05% | 13,916 | 11,267 | 425.3% | $109.43万 | 加仓 |
| LIN | LINDE PLC | $134.89万 | 0.05% | 2,720 | 2,720 | — | $134.89万 | 新建仓 |
| CLIP | GLOBAL X FDS | $134.30万 | 0.05% | 13,382 | 5,362 | 66.9% | $53.81万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $133.87万 | 0.05% | 3,429 | 1,736 | 102.5% | $67.77万 | 加仓 |
| OKE | ONEOK INC NEW | $133.76万 | 0.05% | 14,798 | 8,364 | 130.0% | $75.60万 | 加仓 |
| STIP | ISHARES TR | $133.51万 | 0.05% | 12,908 | 6,725 | 108.8% | $69.56万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $132.65万 | 0.05% | 50,496 | 31,175 | 161.4% | $81.90万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $131.40万 | 0.05% | 14,476 | 10,206 | 239.0% | $92.64万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $129.10万 | 0.05% | 1,442 | 1,442 | — | $129.10万 | 新建仓 |
| — | HONEYWELL INTL INC | $127.19万 | 0.05% | 5,627 | 2,924 | 108.2% | $66.09万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $126.46万 | 0.05% | 6,144 | 6,144 | — | $126.46万 | 新建仓 |
| DEM | WISDOMTREE TR | $125.69万 | 0.05% | 25,294 | 13,781 | 119.7% | $68.48万 | 加仓 |
| IWM | ISHARES TR | $124.00万 | 0.05% | 5,000 | 3,620 | 262.3% | $89.78万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $123.97万 | 0.05% | 24,734 | 12,839 | 107.9% | $64.35万 | 加仓 |
| NVT | NVENT ELEC PLC | $122.78万 | 0.05% | 10,380 | 10,380 | — | $122.78万 | 新建仓 |
| PFE | PFIZER INC | $122.40万 | 0.05% | 43,591 | 33,532 | 333.4% | $94.16万 | 加仓 |
| MCK | MCKESSON CORP | $120.29万 | 0.05% | 1,390 | 1,014 | 269.7% | $87.75万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $120.16万 | 0.05% | 25,128 | 25,128 | — | $120.16万 | 新建仓 |
| — | SPDR SERIES TRUST | $119.92万 | 0.05% | 4,280 | 1,271 | 42.2% | $35.61万 | 加仓 |
| TIP | ISHARES TR | $119.78万 | 0.05% | 10,853 | 10,853 | — | $119.78万 | 新建仓 |
| ETN | EATON CORP PLC | $119.17万 | 0.05% | 3,331 | 1,881 | 129.7% | $67.30万 | 加仓 |
| QGRW | WISDOMTREE TR | $118.87万 | 0.05% | 22,248 | 10,473 | 88.9% | $55.96万 | 加仓 |
| COMT | ISHARES U S ETF TR | $118.03万 | 0.05% | 34,911 | 34,911 | — | $118.03万 | 新建仓 |
| WMB | WILLIAMS COS INC | $117.95万 | 0.05% | 16,207 | 12,796 | 375.1% | $93.12万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $117.52万 | 0.05% | 12,537 | 12,537 | — | $117.52万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $117.03万 | 0.05% | 17,206 | 17,206 | — | $117.03万 | 新建仓 |
| SLB | SLB LIMITED | $116.68万 | 0.05% | 22,705 | 15,809 | 229.2% | $81.24万 | 加仓 |
| USDU | WISDOMTREE TR | $116.14万 | 0.05% | 44,110 | 44,110 | — | $116.14万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $114.74万 | 0.04% | 2,814 | 944 | 50.5% | $38.49万 | 加仓 |
| BLK | BLACKROCK INC | $114.65万 | 0.04% | 1,192 | 870 | 270.2% | $83.68万 | 加仓 |
| DIS | DISNEY WALT CO | $114.11万 | 0.04% | 11,839 | 8,488 | 253.3% | $81.81万 | 加仓 |
| GCC | WISDOMTREE TR | $113.57万 | 0.04% | 47,440 | 47,440 | — | $113.57万 | 新建仓 |
| IWB | ISHARES TR | $113.56万 | 0.04% | 3,184 | 2,500 | 365.5% | $89.17万 | 加仓 |
| WFC | WELLS FARGO & CO | $112.68万 | 0.04% | 14,155 | 11,703 | 477.3% | $93.16万 | 加仓 |
| COWG | PACER FDS TR | $112.50万 | 0.04% | 33,344 | 15,545 | 87.3% | $52.45万 | 加仓 |
| QCOM | QUALCOMM INC | $111.65万 | 0.04% | 8,670 | 5,744 | 196.3% | $73.97万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $110.73万 | 0.04% | 22,370 | 14,302 | 177.3% | $70.80万 | 加仓 |
| IWX | ISHARES TR | $110.19万 | 0.04% | 11,891 | 11,891 | — | $110.19万 | 新建仓 |
| FLOT | ISHARES TR | $109.64万 | 0.04% | 21,520 | 14,242 | 195.7% | $72.56万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $108.74万 | 0.04% | 14,868 | 8,092 | 119.4% | $59.18万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $108.54万 | 0.04% | 54,486 | 42,280 | 346.4% | $84.22万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $107.67万 | 0.04% | 56,847 | 34,127 | 150.2% | $64.64万 | 加仓 |
| HDV | ISHARES TR | $105.97万 | 0.04% | 7,809 | 4,717 | 152.6% | $64.01万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $105.77万 | 0.04% | 7,256 | 7,256 | — | $105.77万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $104.66万 | 0.04% | 5,666 | 5,666 | — | $104.66万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $104.03万 | 0.04% | 11,200 | 8,186 | 271.6% | $76.04万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $103.54万 | 0.04% | 3,684 | 3,684 | — | $103.54万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $103.43万 | 0.04% | 23,981 | 17,476 | 268.7% | $75.37万 | 加仓 |
| PLD | PROLOGIS INC. | $102.17万 | 0.04% | 7,730 | 7,730 | — | $102.17万 | 新建仓 |
| CLS | CELESTICA INC | $101.40万 | 0.04% | 3,600 | 2,837 | 371.8% | $79.91万 | 加仓 |
| TMUS | T-MOBILE US INC | $99.79万 | 0.04% | 4,751 | 3,035 | 176.9% | $63.75万 | 加仓 |
| LQD | ISHARES TR | $99.48万 | 0.04% | 9,126 | 9,126 | — | $99.48万 | 新建仓 |
| — | LATTICE STRATEGIES TR | $99.12万 | 0.04% | 20,520 | 10,656 | 108.0% | $51.47万 | 加仓 |
| OMC | OMNICOM GROUP INC | $99.06万 | 0.04% | 13,154 | 13,154 | — | $99.06万 | 新建仓 |
| AMLP | ALPS ETF TR | $98.58万 | 0.04% | 18,728 | -266,363 | -93.4% | -$1,402.14万 | 减仓 |
| NET | CLOUDFLARE INC | $98.55万 | 0.04% | 4,776 | 3,283 | 219.9% | $67.74万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $98.45万 | 0.04% | 21,582 | 10,933 | 102.7% | $49.87万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $97.93万 | 0.04% | 19,463 | 19,463 | — | $97.93万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $97.78万 | 0.04% | 3,850 | 1,857 | 93.2% | $47.17万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $96.81万 | 0.04% | 6,094 | 2,932 | 92.7% | $46.58万 | 加仓 |
| DLN | WISDOMTREE TR | $96.81万 | 0.04% | 10,836 | 6,630 | 157.6% | $59.23万 | 加仓 |
| GDX | VANECK ETF TRUST | $96.22万 | 0.04% | 10,485 | 6,483 | 162.0% | $59.50万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $95.48万 | 0.04% | 10,794 | 4,509 | 71.7% | $39.89万 | 加仓 |
| ASML | ASML HLDG NV | $94.82万 | 0.04% | 717 | 717 | — | $94.82万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $94.52万 | 0.04% | 3,434 | 3,434 | — | $94.52万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $94.45万 | 0.04% | 12,238 | 9,546 | 354.6% | $73.67万 | 重新持有 |
| SFLR | INNOVATOR ETFS TRUST | $94.40万 | 0.04% | 26,660 | 13,607 | 104.2% | $48.18万 | 加仓 |
| IWS | ISHARES TR | $94.29万 | 0.04% | 6,470 | 3,414 | 111.7% | $49.76万 | 加仓 |
| IEUR | ISHARES TR | $93.75万 | 0.04% | 13,342 | 13,342 | — | $93.75万 | 新建仓 |
| WTV | WISDOMTREE TR | $92.78万 | 0.04% | 9,794 | 4,948 | 102.1% | $46.87万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $92.70万 | 0.04% | 220 | 137 | 165.1% | $57.72万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $92.68万 | 0.04% | 9,862 | 9,862 | — | $92.68万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $92.46万 | 0.04% | 7,342 | 3,641 | 98.4% | $45.85万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $91.41万 | 0.04% | 27,263 | 27,263 | — | $91.41万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $91.15万 | 0.04% | 9,769 | 9,769 | — | $91.15万 | 新建仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $90.23万 | 0.04% | 13,825 | 8,428 | 156.2% | $55.01万 | 加仓 |
| USXF | ISHARES TR | $89.70万 | 0.03% | 16,250 | 11,147 | 218.4% | $61.53万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $89.69万 | 0.03% | 9,517 | 4,900 | 106.1% | $46.18万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $89.06万 | 0.03% | 7,868 | 7,868 | — | $89.06万 | 新建仓 |