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 |
|---|---|---|---|---|---|---|---|---|
| ILDR | FIRST TR EXCHNG TRADED FD VI | $67.25万 | 0.04% | 17,137 | 17,137 | — | $67.25万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $66.90万 | 0.04% | 35,451 | -33,699 | -48.7% | -$63.59万 | 减仓 |
| FTSD | FRANKLIN ETF TR | $66.50万 | 0.04% | 7,347 | -7,129 | -49.2% | -$64.53万 | 减仓 |
| EZU | ISHARES INC | $66.14万 | 0.04% | 9,517 | 4,517 | 90.3% | $31.39万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $65.88万 | 0.04% | 10,475 | -999 | -8.7% | -$6.28万 | 减仓 |
| OKE | ONEOK INC NEW | $65.49万 | 0.04% | 7,533 | -7,265 | -49.1% | -$63.16万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $65.48万 | 0.04% | 30,598 | -2,662 | -8.0% | -$5.70万 | 减仓 |
| — | SPDR SERIES TRUST | $65.25万 | 0.04% | 2,085 | -2,195 | -51.3% | -$68.69万 | 减仓 |
| GCC | WISDOMTREE TR | $64.86万 | 0.04% | 28,636 | -18,804 | -39.6% | -$42.59万 | 减仓 |
| CLIP | GLOBAL X FDS | $64.79万 | 0.04% | 6,457 | -6,925 | -51.7% | -$69.49万 | 减仓 |
| BCS | BARCLAYS PLC | $64.75万 | 0.04% | 24,106 | 8,844 | 57.9% | $23.75万 | 加仓 |
| TLT | ISHARES TR | $64.69万 | 0.04% | 7,485 | -13,411 | -64.2% | -$115.90万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $64.41万 | 0.04% | 850 | 98 | 13.0% | $7.43万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $64.31万 | 0.04% | 8,586 | -6,282 | -42.3% | -$47.05万 | 减仓 |
| VV | VANGUARD INDEX FDS | $64.21万 | 0.04% | 1,867 | -4,555 | -70.9% | -$156.67万 | 减仓 |
| GLW | CORNING INC | $63.83万 | 0.04% | 2,499 | -2,171 | -46.5% | -$55.45万 | 减仓 |
| FN | FABRINET | $63.74万 | 0.04% | 1,134 | 152 | 15.5% | $8.54万 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $63.12万 | 0.04% | 11,945 | -10,425 | -46.6% | -$55.09万 | 减仓 |
| IWB | ISHARES TR | $63.08万 | 0.04% | 1,541 | -1,643 | -51.6% | -$67.26万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $62.51万 | 0.04% | 6,503 | -1,032 | -13.7% | -$9.92万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $62.46万 | 0.04% | 6,291 | 3,151 | 100.4% | $31.29万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $62.29万 | 0.04% | 11,528 | -23,108 | -66.7% | -$124.85万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $60.82万 | 0.04% | 1,717 | 164 | 10.6% | $5.81万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $60.78万 | 0.04% | 5,614 | 5,614 | — | $60.78万 | 新建仓 |
| USXF | ISHARES TR | $60.61万 | 0.04% | 8,727 | -7,523 | -46.3% | -$52.24万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $60.52万 | 0.04% | 12,893 | 12,893 | — | $60.52万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $60.51万 | 0.04% | 6,137 | -10,377 | -62.8% | -$102.31万 | 减仓 |
| IYM | ISHARES TR | $59.77万 | 0.04% | 3,329 | 3,329 | — | $59.77万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $59.52万 | 0.04% | 3,533 | -3,809 | -51.9% | -$64.17万 | 减仓 |
| COWZ | PACER FDS TR | $59.49万 | 0.04% | 9,565 | -18,226 | -65.6% | -$113.37万 | 减仓 |
| NET | CLOUDFLARE INC | $59.36万 | 0.04% | 2,420 | -2,356 | -49.3% | -$57.79万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $59.07万 | 0.04% | 3,685 | 237 | 6.9% | $3.80万 | 加仓 |
| AEE | AMEREN CORP | $59.05万 | 0.04% | 5,224 | -624 | -10.7% | -$7.05万 | 减仓 |
| ASHR | DBX ETF TR | $58.95万 | 0.04% | 16,079 | -1,176 | -6.8% | -$4.31万 | 减仓 |
| ITA | ISHARES TR | $58.58万 | 0.04% | 2,417 | -1,053 | -30.3% | -$25.52万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $58.56万 | 0.04% | 5,293 | -2,575 | -32.7% | -$28.49万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $58.41万 | 0.04% | 11,647 | -13,087 | -52.9% | -$65.63万 | 减仓 |
| NTRS | NORTHERN TR CORP | $58.22万 | 0.03% | 3,349 | 1,187 | 54.9% | $20.63万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $57.96万 | 0.03% | 22,525 | -10,946 | -32.7% | -$28.16万 | 减仓 |
| WTV | WISDOMTREE TR | $57.51万 | 0.03% | 5,654 | -4,140 | -42.3% | -$42.11万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $57.08万 | 0.03% | 3,355 | -424 | -11.2% | -$7.21万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $56.29万 | 0.03% | 656 | -325 | -33.1% | -$27.89万 | 减仓 |
| XSD | SPDR SERIES TRUST | $55.95万 | 0.03% | 897 | -897 | -50.0% | -$55.95万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $55.89万 | 0.03% | 2,772 | -457 | -14.2% | -$9.21万 | 减仓 |
| HDV | ISHARES TR | $55.87万 | 0.03% | 20,384 | -18,661 | -47.8% | -$51.15万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $55.27万 | 0.03% | 3,101 | -2,399 | -43.6% | -$42.76万 | 减仓 |
| IWS | ISHARES TR | $55.21万 | 0.03% | 3,354 | -3,116 | -48.2% | -$51.29万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $55.11万 | 0.03% | 17,239 | -10,024 | -36.8% | -$32.05万 | 减仓 |
| XAR | SPDR SERIES TRUST | $54.72万 | 0.03% | 1,928 | -1,922 | -49.9% | -$54.55万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $54.64万 | 0.03% | 23,311 | -1,126 | -4.6% | -$2.64万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.15万 | 0.03% | 5,938 | -2,819 | -32.2% | -$25.71万 | 减仓 |
| WTAI | WISDOMTREE TR | $53.93万 | 0.03% | 11,362 | -11,740 | -50.8% | -$55.73万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $53.43万 | 0.03% | 23,483 | -5,006 | -17.6% | -$11.39万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $52.96万 | 0.03% | 11,588 | -12,393 | -51.7% | -$56.64万 | 减仓 |
| BG | BUNGE GLOBAL SA | $52.58万 | 0.03% | 4,926 | 1,583 | 47.4% | $16.90万 | 加仓 |
| EWJ | ISHARES INC | $52.52万 | 0.03% | 5,631 | 562 | 11.1% | $5.24万 | 加仓 |
| EIX | EDISON INTL | $52.24万 | 0.03% | 7,017 | -2,547 | -26.6% | -$18.96万 | 减仓 |
| GDX | VANECK ETF TRUST | $51.65万 | 0.03% | 6,846 | -3,639 | -34.7% | -$27.46万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $51.48万 | 0.03% | 24,750 | 24,750 | — | $51.48万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $51.46万 | 0.03% | 10,729 | -7,487 | -41.1% | -$35.91万 | 减仓 |
| QLYS | QUALYS INC | $51.28万 | 0.03% | 3,730 | 1,195 | 47.1% | $16.43万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $51.28万 | 0.03% | 9,079 | 873 | 10.6% | $4.93万 | 加仓 |
| IAGG | ISHARES TR | $51.13万 | 0.03% | 10,105 | -94,394 | -90.3% | -$477.63万 | 减仓 |
| HYD | VANECK ETF TRUST | $50.84万 | 0.03% | 9,869 | 3,394 | 52.4% | $17.48万 | 加仓 |
| CSHI | NEOS ETF TRUST | $50.80万 | 0.03% | 10,200 | -2,668 | -20.7% | -$13.29万 | 减仓 |
| IPAC | ISHARES TR | $50.27万 | 0.03% | 6,136 | 84 | 1.4% | $6,882 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $50.10万 | 0.03% | 2,660 | 878 | 49.3% | $16.54万 | 加仓 |
| EEM | ISHARES TR | $50.04万 | 0.03% | 7,314 | -184 | -2.5% | -$1.26万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $50.01万 | 0.03% | 19,956 | -10,371 | -34.2% | -$25.99万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $49.25万 | 0.03% | 24,178 | -1,969 | -7.5% | -$4.01万 | 减仓 |
| EFA | ISHARES TR | $49.17万 | 0.03% | 4,733 | -9,183 | -66.0% | -$95.40万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $48.94万 | 0.03% | 7,665 | -8,643 | -53.0% | -$55.19万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $48.79万 | 0.03% | 3,021 | -1,989 | -39.7% | -$32.13万 | 减仓 |
| AMLP | ALPS ETF TR | $48.24万 | 0.03% | 9,304 | -9,424 | -50.3% | -$48.86万 | 减仓 |
| PFE | PFIZER INC | $47.88万 | 0.03% | 19,883 | -23,708 | -54.4% | -$57.09万 | 减仓 |
| IRM | IRON MTN INC DEL | $47.78万 | 0.03% | 3,783 | -234 | -5.8% | -$2.96万 | 减仓 |
| TFI | SPDR SERIES TRUST | $47.60万 | 0.03% | 10,393 | -2,140 | -17.1% | -$9.80万 | 减仓 |
| MINO | PIMCO ETF TR | $47.59万 | 0.03% | 10,400 | -4,300 | -29.3% | -$19.68万 | 减仓 |
| TJX | TJX COS INC NEW | $47.52万 | 0.03% | 3,136 | -2,133 | -40.5% | -$32.32万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $47.44万 | 0.03% | 6,997 | -5,003 | -41.7% | -$33.92万 | 减仓 |
| EMB | ISHARES TR | $47.29万 | 0.03% | 4,903 | -3,254 | -39.9% | -$31.38万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $46.90万 | 0.03% | 16,151 | 331 | 2.1% | $9,612 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.67万 | 0.03% | 13,793 | -1,564 | -10.2% | -$5.29万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $46.63万 | 0.03% | 3,993 | -3,418 | -46.1% | -$39.92万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $46.49万 | 0.03% | 14,811 | -13,785 | -48.2% | -$43.27万 | 减仓 |
| RL | RALPH LAUREN CORP | $46.28万 | 0.03% | 1,153 | -71 | -5.8% | -$2.85万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $46.18万 | 0.03% | 4,412 | 4,412 | — | $46.18万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $45.99万 | 0.03% | 4,683 | -4,834 | -50.8% | -$47.47万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $45.89万 | 0.03% | 13,255 | -13,020 | -49.6% | -$45.08万 | 减仓 |
| SEIC | SEI INVTS CO | $45.71万 | 0.03% | 5,211 | -1,911 | -26.8% | -$16.76万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $45.66万 | 0.03% | 14,391 | 14,391 | — | $45.66万 | 新建仓 |
| NXT | NEXTPOWER INC | $45.64万 | 0.03% | 3,831 | 414 | 12.1% | $4.93万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $45.57万 | 0.03% | 18,562 | -8,258 | -30.8% | -$20.27万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $45.31万 | 0.03% | 5,907 | -6,331 | -51.7% | -$48.56万 | 减仓 |
| AIZ | ASSURANT INC | $45.17万 | 0.03% | 1,682 | 528 | 45.8% | $14.18万 | 加仓 |
| — | VANGUARD MUN BD FDS | $45.16万 | 0.03% | 4,310 | -2,316 | -35.0% | -$24.26万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $45.16万 | 0.03% | 8,412 | 3,446 | 69.4% | $18.50万 | 加仓 |
| NOBL | PROSHARES TR | $45.00万 | 0.03% | 8,013 | -7,703 | -49.0% | -$43.26万 | 减仓 |
| — | LATTICE STRATEGIES TR | $44.88万 | 0.03% | 8,023 | -12,497 | -60.9% | -$69.91万 | 减仓 |
| IWD | ISHARES TR | $44.88万 | 0.03% | 1,851 | -1,606 | -46.5% | -$38.94万 | 减仓 |