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 |
|---|---|---|---|---|---|---|---|---|
| FTHI | FIRST TR EXCHANGE TRADED FD | $100.24万 | 0.06% | 42,030 | -18,454 | -30.5% | -$44.01万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $100.06万 | 0.06% | 12,106 | -7,526 | -38.3% | -$62.20万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $99.55万 | 0.06% | 10,826 | -8,038 | -42.6% | -$73.92万 | 减仓 |
| EME | EMCOR GROUP INC | $99.09万 | 0.06% | 1,194 | 30 | 2.6% | $2.49万 | 加仓 |
| ESGU | ISHARES TR | $98.63万 | 0.06% | 6,026 | -4,947 | -45.1% | -$80.97万 | 减仓 |
| EAGG | ISHARES TR | $97.86万 | 0.06% | 20,642 | -13,529 | -39.6% | -$64.14万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $97.82万 | 0.06% | 7,992 | 2,117 | 36.0% | $25.91万 | 加仓 |
| NFLX | NETFLIX INC. | $97.40万 | 0.06% | 13,642 | -8,421 | -38.2% | -$60.13万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $96.98万 | 0.06% | 21,996 | -16,610 | -43.0% | -$73.23万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $96.97万 | 0.06% | 43,897 | -10,589 | -19.4% | -$23.39万 | 减仓 |
| LQD | ISHARES TR | $96.85万 | 0.06% | 8,879 | -247 | -2.7% | -$2.69万 | 减仓 |
| IWX | ISHARES TR | $96.75万 | 0.06% | 9,200 | -2,691 | -22.6% | -$28.30万 | 减仓 |
| DLN | WISDOMTREE TR | $95.66万 | 0.06% | 9,931 | -905 | -8.4% | -$8.72万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $95.17万 | 0.06% | 8,361 | -17,502 | -67.7% | -$199.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $95.08万 | 0.06% | 12,790 | -3,417 | -21.1% | -$25.40万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $94.96万 | 0.06% | 36,686 | -32,533 | -47.0% | -$84.21万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $94.83万 | 0.06% | 5,550 | 5,550 | — | $94.83万 | 新建仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $93.75万 | 0.06% | 31,981 | -29,245 | -47.8% | -$85.73万 | 减仓 |
| CLS | CELESTICA INC | $93.39万 | 0.06% | 2,560 | -1,040 | -28.9% | -$37.94万 | 减仓 |
| AMGN | AMGEN INC | $92.61万 | 0.06% | 2,558 | -1,765 | -40.8% | -$63.90万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $92.29万 | 0.06% | 7,305 | -2,993 | -29.1% | -$37.81万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $92.14万 | 0.06% | 11,826 | -10,626 | -47.3% | -$82.79万 | 减仓 |
| AGGY | WISDOMTREE TR | $91.57万 | 0.05% | 21,061 | -22,516 | -51.7% | -$97.90万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $91.44万 | 0.05% | 18,204 | -14,480 | -44.3% | -$72.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $91.44万 | 0.05% | 2,110 | -1,689 | -44.5% | -$73.19万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $91.17万 | 0.05% | 49,148 | -44,764 | -47.7% | -$83.04万 | 减仓 |
| WPC | WP CAREY INC | $90.81万 | 0.05% | 12,701 | -12,975 | -50.5% | -$92.77万 | 减仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $90.71万 | 0.05% | 21,947 | -16,015 | -42.2% | -$66.19万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $90.62万 | 0.05% | 30,008 | -30,406 | -50.3% | -$91.83万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $90.57万 | 0.05% | 34,328 | -30,113 | -46.7% | -$79.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $90.04万 | 0.05% | 4,500 | 4,500 | — | $90.04万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $89.83万 | 0.05% | 15,435 | 2,457 | 18.9% | $14.30万 | 加仓 |
| IEF | ISHARES TR | $89.77万 | 0.05% | 9,492 | -22,392 | -70.2% | -$211.77万 | 减仓 |
| — | ISHARES TR | $89.63万 | 0.05% | 34,080 | 34,080 | — | $89.63万 | 新建仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $89.48万 | 0.05% | 35,326 | 35,326 | — | $89.48万 | 新建仓 |
| PLD | PROLOGIS INC. | $89.42万 | 0.05% | 6,601 | -1,129 | -14.6% | -$15.29万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $89.17万 | 0.05% | 5,048 | -4,426 | -46.7% | -$78.18万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $86.88万 | 0.05% | 12,855 | -14,725 | -53.4% | -$99.51万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $86.55万 | 0.05% | 12,397 | -12,231 | -49.7% | -$85.39万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $86.11万 | 0.05% | 2,525 | -2,294 | -47.6% | -$78.23万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $85.31万 | 0.05% | 6,273 | 48 | 0.8% | $6,528 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $85.26万 | 0.05% | 57,670 | -57,710 | -50.0% | -$85.32万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $85.07万 | 0.05% | 7,006 | -2,763 | -28.3% | -$33.55万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $84.41万 | 0.05% | 7,879 | -7,449 | -48.6% | -$79.81万 | 减仓 |
| SHEL | SHELL PLC | $83.12万 | 0.05% | 10,720 | -4,114 | -27.7% | -$31.90万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $83.09万 | 0.05% | 44,068 | -12,779 | -22.5% | -$24.10万 | 减仓 |
| MPC | MARATHON PETE CORP | $83.00万 | 0.05% | 3,246 | -2,958 | -47.7% | -$75.63万 | 减仓 |
| EXEL | EXELIXIS INC | $82.93万 | 0.05% | 15,242 | 19 | 0.1% | $1,034 | 加仓 |
| QCOM | QUALCOMM INC | $82.71万 | 0.05% | 4,475 | -4,195 | -48.4% | -$77.53万 | 减仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $82.32万 | 0.05% | 53,143 | -53,093 | -50.0% | -$82.24万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $82.10万 | 0.05% | 4,766 | -900 | -15.9% | -$15.50万 | 减仓 |
| PICK | ISHARES INC | $81.93万 | 0.05% | 14,089 | 14,089 | — | $81.93万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $81.90万 | 0.05% | 4,821 | -603 | -11.1% | -$10.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $81.37万 | 0.05% | 2,049 | 228 | 12.5% | $9.05万 | 加仓 |
| COP | CONOCOPHILLIPS | $80.86万 | 0.05% | 7,778 | -2,673 | -25.6% | -$27.79万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $80.85万 | 0.05% | 19,354 | -22,496 | -53.8% | -$93.98万 | 减仓 |
| EWU | ISHARES TR | $80.78万 | 0.05% | 17,508 | 17,508 | — | $80.78万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $80.41万 | 0.05% | 3,244 | -16,410 | -83.5% | -$406.76万 | 减仓 |
| QGRW | WISDOMTREE TR | $80.12万 | 0.05% | 12,134 | -10,114 | -45.5% | -$66.78万 | 减仓 |
| STIP | ISHARES TR | $79.75万 | 0.05% | 7,807 | -5,101 | -39.5% | -$52.11万 | 减仓 |
| HAL | HALLIBURTON CO | $79.45万 | 0.05% | 23,401 | 3,636 | 18.4% | $12.34万 | 加仓 |
| NRG | NRG ENERGY INC | $79.12万 | 0.05% | 5,417 | 261 | 5.1% | $3.81万 | 加仓 |
| ETN | EATON CORP PLC | $78.75万 | 0.05% | 1,848 | -1,483 | -44.5% | -$63.20万 | 减仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $78.57万 | 0.05% | 15,617 | -12,775 | -45.0% | -$64.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $77.71万 | 0.05% | 8,564 | -15,431 | -64.3% | -$140.01万 | 减仓 |
| IWMI | NEOS ETF TRUST | $77.31万 | 0.05% | 14,445 | -3,747 | -20.6% | -$20.05万 | 减仓 |
| QQQI | NEOS ETF TRUST | $76.37万 | 0.05% | 13,447 | -3,781 | -21.9% | -$21.47万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $76.34万 | 0.05% | 8,697 | -2,503 | -22.3% | -$21.97万 | 减仓 |
| SHV | ISHARES TR | $76.12万 | 0.05% | 6,898 | 473 | 7.4% | $5.22万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $75.69万 | 0.05% | 2,693 | 1,049 | 63.8% | $29.48万 | 加仓 |
| DIS | DISNEY WALT CO | $75.31万 | 0.05% | 7,824 | -4,015 | -33.9% | -$38.65万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $75.28万 | 0.05% | 33,745 | 3,044 | 9.9% | $6.79万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $74.86万 | 0.04% | 1,172 | 185 | 18.7% | $11.82万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $74.68万 | 0.04% | 3,007 | -1,907 | -38.8% | -$47.36万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $74.25万 | 0.04% | 2,338 | -1,096 | -31.9% | -$34.81万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $74.09万 | 0.04% | 13,144 | 188 | 1.5% | $1.06万 | 加仓 |
| SUSC | ISHARES TR | $73.37万 | 0.04% | 31,692 | -54,447 | -63.2% | -$126.05万 | 减仓 |
| CWB | SPDR SERIES TRUST | $72.82万 | 0.04% | 6,754 | -178 | -2.6% | -$1.92万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $72.55万 | 0.04% | 1,424 | -1,410 | -49.8% | -$71.84万 | 减仓 |
| SAN | BANCO SANTANDER SA | $72.37万 | 0.04% | 52,442 | -2,068 | -3.8% | -$2.85万 | 减仓 |
| UNP | UNION PAC CORP | $72.33万 | 0.04% | 2,659 | 102 | 4.0% | $2.77万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $72.33万 | 0.04% | 25,895 | -24,601 | -48.7% | -$68.71万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $71.80万 | 0.04% | 2,085 | -174 | -7.7% | -$5.99万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $70.64万 | 0.04% | 12,599 | 825 | 7.0% | $4.63万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $70.28万 | 0.04% | 4,373 | 235 | 5.7% | $3.78万 | 加仓 |
| SYK | STRYKER CORPORATION | $70.28万 | 0.04% | 2,232 | -169 | -7.0% | -$5.32万 | 减仓 |
| IWR | ISHARES TR | $70.16万 | 0.04% | 6,359 | -2,045 | -24.3% | -$22.56万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $69.77万 | 0.04% | 3,212 | -2,882 | -47.3% | -$62.60万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $69.42万 | 0.04% | 1,385 | -293 | -17.5% | -$14.69万 | 减仓 |
| EWC | ISHARES INC | $69.36万 | 0.04% | 12,033 | 3,995 | 49.7% | $23.03万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $68.93万 | 0.04% | 8,343 | -8,541 | -50.6% | -$70.57万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $68.77万 | 0.04% | 5,027 | -5,308 | -51.4% | -$72.62万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $68.40万 | 0.04% | 29,009 | 517 | 1.8% | $1.22万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $68.04万 | 0.04% | 9,710 | -718 | -6.9% | -$5.03万 | 减仓 |
| DEM | WISDOMTREE TR | $67.98万 | 0.04% | 12,638 | -12,656 | -50.0% | -$68.08万 | 减仓 |
| RY | ROYAL BK CDA | $67.97万 | 0.04% | 3,284 | -279 | -7.8% | -$5.77万 | 减仓 |
| VOX | VANGUARD WORLD FD | $67.81万 | 0.04% | 3,686 | -903 | -19.7% | -$16.61万 | 减仓 |
| SLB | SLB LIMITED | $67.67万 | 0.04% | 14,556 | -8,149 | -35.9% | -$37.88万 | 减仓 |
| BLK | BLACKROCK INC | $67.58万 | 0.04% | 703 | -489 | -41.0% | -$47.01万 | 减仓 |
| IOO | ISHARES TR | $67.43万 | 0.04% | 4,936 | 4,936 | — | $67.43万 | 新建仓 |