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 |
|---|---|---|---|---|---|---|---|---|
| FDV | FEDERATED HERMES ETF TRUST | $88.07万 | 0.03% | 28,596 | 17,427 | 156.0% | $53.67万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $87.64万 | 0.03% | 2,152 | 2,152 | — | $87.64万 | 新建仓 |
| CI | THE CIGNA GROUP | $87.22万 | 0.03% | 3,270 | 3,270 | — | $87.22万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $87.13万 | 0.03% | 18,216 | 9,973 | 121.0% | $47.70万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $86.63万 | 0.03% | 24,950 | 14,315 | 134.6% | $49.70万 | 加仓 |
| ESGE | ISHARES INC | $86.45万 | 0.03% | 19,013 | 12,999 | 216.1% | $59.10万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $86.32万 | 0.03% | 33,471 | 20,088 | 150.1% | $51.81万 | 加仓 |
| IWMI | NEOS ETF TRUST | $86.23万 | 0.03% | 18,192 | 14,002 | 334.2% | $66.37万 | 加仓 |
| EME | EMCOR GROUP INC | $85.94万 | 0.03% | 1,164 | 1,164 | — | $85.94万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $85.79万 | 0.03% | 7,411 | 4,411 | 147.0% | $51.06万 | 加仓 |
| QQQI | NEOS ETF TRUST | $85.61万 | 0.03% | 17,228 | 12,946 | 302.3% | $64.33万 | 加仓 |
| VHT | VANGUARD WORLD FD | $85.29万 | 0.03% | 3,132 | 1,148 | 57.9% | $31.26万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $84.69万 | 0.03% | 25,432 | 7,805 | 44.3% | $25.99万 | 加仓 |
| ENB | ENBRIDGE INC | $84.54万 | 0.03% | 15,615 | 10,405 | 199.7% | $56.34万 | 加仓 |
| TJX | TJX COS INC NEW | $84.15万 | 0.03% | 5,269 | 5,269 | — | $84.15万 | 新建仓 |
| LOW | LOWES COS INC | $83.56万 | 0.03% | 3,536 | 2,227 | 170.1% | $52.62万 | 加仓 |
| NOBL | PROSHARES TR | $83.31万 | 0.03% | 7,858 | 3,895 | 98.3% | $41.30万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $83.05万 | 0.03% | 11,598 | 4,989 | 75.5% | $35.73万 | 加仓 |
| VOX | VANGUARD WORLD FD | $82.53万 | 0.03% | 4,589 | 4,589 | — | $82.53万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $82.43万 | 0.03% | 1,678 | 1,331 | 383.6% | $65.39万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $81.83万 | 0.03% | 8,865 | 7,008 | 377.4% | $64.69万 | 重新持有 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $81.73万 | 0.03% | 11,390 | 5,817 | 104.4% | $41.74万 | 加仓 |
| IWR | ISHARES TR | $81.72万 | 0.03% | 8,404 | 8,404 | — | $81.72万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $81.16万 | 0.03% | 3,799 | 3,799 | — | $81.16万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $79.85万 | 0.03% | 4,865 | 2,224 | 84.2% | $36.50万 | 加仓 |
| IUSG | ISHARES TR | $79.56万 | 0.03% | 5,129 | 5,129 | — | $79.56万 | 新建仓 |
| SYK | STRYKER CORPORATION | $78.90万 | 0.03% | 2,401 | 2,401 | — | $78.90万 | 新建仓 |
| NLR | VANECK ETF TRUST | $78.40万 | 0.03% | 5,887 | 3,077 | 109.5% | $40.98万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $77.95万 | 0.03% | 15,476 | 15,476 | — | $77.95万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $77.49万 | 0.03% | 26,275 | 26,275 | — | $77.49万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $77.33万 | 0.03% | 9,433 | 5,562 | 143.7% | $45.60万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $77.26万 | 0.03% | 4,819 | 2,888 | 149.6% | $46.30万 | 加仓 |
| HAL | HALLIBURTON CO | $77.07万 | 0.03% | 19,765 | 19,765 | — | $77.07万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $77.00万 | 0.03% | 26,820 | 26,820 | — | $77.00万 | 新建仓 |
| DBEF | DBX ETF TR | $76.94万 | 0.03% | 15,576 | 7,654 | 96.6% | $37.81万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $76.86万 | 0.03% | 3,638 | 2,312 | 174.4% | $48.84万 | 加仓 |
| EMB | ISHARES TR | $76.63万 | 0.03% | 8,157 | -9,981 | -55.0% | -$93.76万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $76.56万 | 0.03% | 6,980 | 6,980 | — | $76.56万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $76.23万 | 0.03% | 16,308 | 9,037 | 124.3% | $42.24万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $75.97万 | 0.03% | 12,978 | 12,978 | — | $75.97万 | 新建仓 |
| ITA | ISHARES TR | $75.91万 | 0.03% | 3,470 | -3,950 | -53.2% | -$86.41万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $75.42万 | 0.03% | 7,857 | 7,857 | — | $75.42万 | 新建仓 |
| NRG | NRG ENERGY INC | $75.35万 | 0.03% | 5,156 | 5,156 | — | $75.35万 | 新建仓 |
| SIL | GLOBAL X FDS | $74.98万 | 0.03% | 8,324 | 8,324 | — | $74.98万 | 新建仓 |
| IWP | ISHARES TR | $74.10万 | 0.03% | 5,784 | 2,897 | 100.3% | $37.12万 | 加仓 |
| IWD | ISHARES TR | $73.87万 | 0.03% | 3,457 | 1,775 | 105.5% | $37.93万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $73.20万 | 0.03% | 41,238 | 22,124 | 115.7% | $39.27万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $72.77万 | 0.03% | 3,530 | 3,530 | — | $72.77万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $72.67万 | 0.03% | 42,470 | 26,210 | 161.2% | $44.85万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $72.42万 | 0.03% | 2,259 | 2,259 | — | $72.42万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $72.26万 | 0.03% | 10,822 | 10,822 | — | $72.26万 | 新建仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $71.74万 | 0.03% | 33,260 | 19,048 | 134.0% | $41.09万 | 加仓 |
| SHV | ISHARES TR | $70.93万 | 0.03% | 6,425 | 6,425 | — | $70.93万 | 新建仓 |
| IUSV | ISHARES TR | $70.76万 | 0.03% | 6,921 | 6,921 | — | $70.76万 | 新建仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $70.76万 | 0.03% | 6,430 | 3,271 | 103.5% | $35.99万 | 加仓 |
| EOG | EOG RES INC | $70.63万 | 0.03% | 4,886 | 4,886 | — | $70.63万 | 新建仓 |
| NVS | NOVARTIS AG | $70.50万 | 0.03% | 4,616 | 4,616 | — | $70.50万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $70.06万 | 0.03% | 36,873 | 19,437 | 111.5% | $36.93万 | 加仓 |
| EIX | EDISON INTL | $69.99万 | 0.03% | 9,564 | 9,564 | — | $69.99万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $69.48万 | 0.03% | 3,448 | 3,448 | — | $69.48万 | 新建仓 |
| COR | CENCORA INC | $69.08万 | 0.03% | 2,198 | 2,198 | — | $69.08万 | 新建仓 |
| QDPL | PACER FDS TR | $69.00万 | 0.03% | 17,190 | 8,407 | 95.7% | $33.74万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $68.94万 | 0.03% | 981 | 981 | — | $68.94万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $68.89万 | 0.03% | 4,259 | 2,093 | 96.6% | $33.85万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $68.74万 | 0.03% | 30,701 | 19,372 | 171.0% | $43.37万 | 加仓 |
| CRM | SALESFORCE INC | $68.72万 | 0.03% | 3,681 | 2,864 | 350.6% | $53.47万 | 加仓 |
| — | VANGUARD MUN BD FDS | $67.92万 | 0.03% | 6,626 | 6,626 | — | $67.92万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $67.49万 | 0.03% | 3,229 | 3,229 | — | $67.49万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $67.44万 | 0.03% | 11,474 | 11,474 | — | $67.44万 | 新建仓 |
| F | FORD MTR CO | $67.29万 | 0.03% | 58,309 | 33,011 | 130.5% | $38.10万 | 加仓 |
| FAST | FASTENAL CO | $67.18万 | 0.03% | 14,478 | 7,827 | 117.7% | $36.32万 | 加仓 |
| LONZ | PIMCO ETF TR | $66.75万 | 0.03% | 13,518 | 13,518 | — | $66.75万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $66.60万 | 0.03% | 5,424 | 5,424 | — | $66.60万 | 新建仓 |
| MINO | PIMCO ETF TR | $66.40万 | 0.03% | 14,700 | 14,700 | — | $66.40万 | 新建仓 |
| BLV | VANGUARD BD INDEX FDS | $66.38万 | 0.03% | 9,651 | 9,651 | — | $66.38万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $65.92万 | 0.03% | 3,106 | 1,454 | 88.0% | $30.86万 | 加仓 |
| TGT | TARGET CORP | $65.87万 | 0.03% | 5,435 | 2,421 | 80.3% | $29.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $65.85万 | 0.03% | 9,258 | 4,304 | 86.9% | $30.61万 | 加仓 |
| SBUX | STARBUCKS CORP | $65.76万 | 0.03% | 7,340 | 7,340 | — | $65.76万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $65.72万 | 0.03% | 7,768 | 7,768 | — | $65.72万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $65.69万 | 0.03% | 30,327 | 30,327 | — | $65.69万 | 新建仓 |
| EXEL | EXELIXIS INC | $65.29万 | 0.03% | 15,223 | 15,223 | — | $65.29万 | 新建仓 |
| WTAI | WISDOMTREE TR | $65.22万 | 0.03% | 23,102 | 12,856 | 125.5% | $36.29万 | 加仓 |
| IQLT | ISHARES TR | $65.17万 | 0.03% | 14,096 | 7,408 | 110.8% | $34.25万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $64.98万 | 0.03% | 4,549 | 4,549 | — | $64.98万 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $64.95万 | 0.03% | 28,489 | 28,489 | — | $64.95万 | 新建仓 |
| INTC | INTEL CORP | $64.68万 | 0.03% | 14,656 | 8,685 | 145.5% | $38.33万 | 重新持有 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $64.49万 | 0.03% | 5,875 | 3,084 | 110.5% | $33.85万 | 加仓 |
| AEE | AMEREN CORP | $64.28万 | 0.03% | 5,848 | 5,848 | — | $64.28万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $64.26万 | 0.03% | 12,000 | 5,925 | 97.5% | $31.73万 | 加仓 |
| CSHI | NEOS ETF TRUST | $64.06万 | 0.02% | 12,868 | 12,868 | — | $64.06万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $63.79万 | 0.02% | 3,677 | 3,677 | — | $63.79万 | 新建仓 |
| GLW | CORNING INC | $63.51万 | 0.02% | 4,670 | 4,670 | — | $63.51万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $63.44万 | 0.02% | 6,932 | 6,932 | — | $63.44万 | 新建仓 |
| HYS | PIMCO ETF TR | $63.39万 | 0.02% | 6,796 | 6,796 | — | $63.39万 | 新建仓 |
| G | GENPACT LIMITED | $62.97万 | 0.02% | 16,905 | 16,905 | — | $62.97万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $62.97万 | 0.02% | 23,663 | 15,827 | 202.0% | $42.12万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $62.54万 | 0.02% | 10,428 | 10,428 | — | $62.54万 | 新建仓 |
| UNP | UNION PAC CORP | $62.04万 | 0.02% | 2,557 | 2,557 | — | $62.04万 | 新建仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $62.00万 | 0.02% | 6,852 | 3,542 | 107.0% | $32.05万 | 加仓 |