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 |
|---|---|---|---|---|---|---|---|---|
| SAN | BANCO SANTANDER SA | $61.49万 | 0.02% | 54,510 | 54,510 | — | $61.49万 | 新建仓 |
| ORCL | ORACLE CORP | $61.48万 | 0.02% | 4,179 | 3,010 | 257.5% | $44.28万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $61.42万 | 0.02% | 10,594 | 5,437 | 105.4% | $31.52万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $61.36万 | 0.02% | 6,140 | 6,140 | — | $61.36万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $60.87万 | 0.02% | 8,095 | 2,886 | 55.4% | $21.70万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $60.59万 | 0.02% | 15,348 | 6,866 | 80.9% | $27.11万 | 加仓 |
| SRE | SEMPRA | $60.52万 | 0.02% | 6,227 | 6,227 | — | $60.52万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $60.46万 | 0.02% | 4,773 | 2,795 | 141.3% | $35.41万 | 加仓 |
| GVI | ISHARES TR | $60.27万 | 0.02% | 5,650 | 5,650 | — | $60.27万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $60.19万 | 0.02% | 12,956 | 12,956 | — | $60.19万 | 新建仓 |
| MMM | 3M CO | $60.01万 | 0.02% | 4,131 | 2,495 | 152.5% | $36.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $59.93万 | 0.02% | 8,332 | 5,445 | 188.6% | $39.17万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $59.62万 | 0.02% | 12,732 | 12,732 | — | $59.62万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $58.94万 | 0.02% | 5,716 | 2,911 | 103.8% | $30.02万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $58.85万 | 0.02% | 14,661 | 14,661 | — | $58.85万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $58.85万 | 0.02% | 8,900 | 8,900 | — | $58.85万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $58.51万 | 0.02% | 1,794 | 843 | 88.6% | $27.49万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $58.35万 | 0.02% | 20,322 | 20,322 | — | $58.35万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $58.32万 | 0.02% | 6,298 | 3,246 | 106.4% | $30.06万 | 加仓 |
| DDWM | WISDOMTREE TR | $58.12万 | 0.02% | 13,178 | 6,535 | 98.4% | $28.82万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $58.03万 | 0.02% | 12,882 | 7,071 | 121.7% | $31.86万 | 加仓 |
| GSK | GSK PLC | $58.01万 | 0.02% | 10,510 | 6,415 | 156.7% | $35.41万 | 加仓 |
| ADI | ANALOG DEVICES INC | $57.91万 | 0.02% | 1,821 | 1,821 | — | $57.91万 | 新建仓 |
| FDX | FEDEX CORP | $57.88万 | 0.02% | 1,625 | 899 | 123.8% | $32.02万 | 加仓 |
| ICLN | ISHARES TR | $57.84万 | 0.02% | 31,626 | 31,626 | — | $57.84万 | 新建仓 |
| RY | ROYAL BK CDA | $57.64万 | 0.02% | 3,563 | 3,563 | — | $57.64万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $57.56万 | 0.02% | 4,257 | 4,257 | — | $57.56万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $57.54万 | 0.02% | 14,483 | 8,251 | 132.4% | $32.78万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $57.49万 | 0.02% | 4,138 | 4,138 | — | $57.49万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $57.31万 | 0.02% | 6,225 | 6,225 | — | $57.31万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $56.99万 | 0.02% | 24,437 | 24,437 | — | $56.99万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $56.83万 | 0.02% | 12,533 | 12,533 | — | $56.83万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $56.79万 | 0.02% | 18,606 | 18,606 | — | $56.79万 | 新建仓 |
| FALN | ISHARES TR | $56.66万 | 0.02% | 21,205 | 21,205 | — | $56.66万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $56.58万 | 0.02% | 8,757 | 8,757 | — | $56.58万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $56.48万 | 0.02% | 11,774 | 11,774 | — | $56.48万 | 新建仓 |
| ASHR | DBX ETF TR | $56.32万 | 0.02% | 17,255 | 17,255 | — | $56.32万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $56.27万 | 0.02% | 28,492 | 28,492 | — | $56.27万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $56.16万 | 0.02% | 5,010 | 1,483 | 42.0% | $16.62万 | 重新持有 |
| RGLD | ROYAL GOLD INC | $56.14万 | 0.02% | 2,206 | 1,206 | 120.6% | $30.69万 | 加仓 |
| — | WISDOMTREE TR | $56.09万 | 0.02% | 12,690 | 6,837 | 116.8% | $30.22万 | 加仓 |
| PWRD | TCW ETF TRUST | $55.94万 | 0.02% | 5,722 | 2,842 | 98.7% | $27.79万 | 加仓 |
| SEIC | SEI INVTS CO | $55.89万 | 0.02% | 7,122 | 7,122 | — | $55.89万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $55.71万 | 0.02% | 9,892 | 9,892 | — | $55.71万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $55.61万 | 0.02% | 4,949 | 4,949 | — | $55.61万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $55.43万 | 0.02% | 3,875 | 1,587 | 69.4% | $22.70万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $55.19万 | 0.02% | 7,310 | 7,310 | — | $55.19万 | 新建仓 |
| C | CITIGROUP INC | $55.04万 | 0.02% | 4,854 | 4,854 | — | $55.04万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $54.80万 | 0.02% | 3,779 | 3,779 | — | $54.80万 | 新建仓 |
| CCL | CARNIVAL CORP | $54.70万 | 0.02% | 21,137 | 10,792 | 104.3% | $27.93万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $54.61万 | 0.02% | 3,436 | 1,247 | 57.0% | $19.82万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $54.60万 | 0.02% | 7,535 | 7,535 | — | $54.60万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.51万 | 0.02% | 8,986 | 8,986 | — | $54.51万 | 新建仓 |
| MDT | MEDTRONIC PLC | $53.59万 | 0.02% | 6,184 | 6,184 | — | $53.59万 | 新建仓 |
| HSY | HERSHEY CO | $53.51万 | 0.02% | 2,574 | 2,574 | — | $53.51万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $53.37万 | 0.02% | 26,147 | 26,147 | — | $53.37万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $53.27万 | 0.02% | 1,553 | 1,553 | — | $53.27万 | 新建仓 |
| SYSB | ISHARES TR | $52.96万 | 0.02% | 5,952 | 5,952 | — | $52.96万 | 新建仓 |
| CVS | CVS HEALTH CORP | $52.88万 | 0.02% | 7,363 | 7,363 | — | $52.88万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $52.51万 | 0.02% | 18,860 | 10,108 | 115.5% | $28.14万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $52.46万 | 0.02% | 10,494 | 10,494 | — | $52.46万 | 新建仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $52.45万 | 0.02% | 4,302 | 2,148 | 99.7% | $26.19万 | 加仓 |
| DTH | WISDOMTREE TR | $52.42万 | 0.02% | 9,692 | 4,887 | 101.7% | $26.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $51.90万 | 0.02% | 2,071 | 2,071 | — | $51.90万 | 新建仓 |
| IWV | ISHARES TR | $51.85万 | 0.02% | 1,398 | 848 | 154.2% | $31.45万 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $51.84万 | 0.02% | 17,622 | 17,622 | — | $51.84万 | 新建仓 |
| FEGE | RBB FUND TRUST | $51.32万 | 0.02% | 10,920 | 10,920 | — | $51.32万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $51.22万 | 0.02% | 752 | 752 | — | $51.22万 | 新建仓 |
| FN | FABRINET | $51.21万 | 0.02% | 982 | 982 | — | $51.21万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $50.85万 | 0.02% | 1,953 | 1,953 | — | $50.85万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $50.72万 | 0.02% | 2,939 | 2,939 | — | $50.72万 | 新建仓 |
| ATI | ATI INC | $50.02万 | 0.02% | 3,439 | 3,439 | — | $50.02万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $50.00万 | 0.02% | 4,312 | 1,846 | 74.9% | $21.40万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $49.96万 | 0.02% | 6,729 | 3,751 | 126.0% | $27.85万 | 加仓 |
| PAVE | GLOBAL X FDS | $49.60万 | 0.02% | 9,761 | 4,592 | 88.8% | $23.33万 | 加仓 |
| SHLD | GLOBAL X FDS | $49.47万 | 0.02% | 6,983 | 6,983 | — | $49.47万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $49.30万 | 0.02% | 2,516 | 2,516 | — | $49.30万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $49.19万 | 0.02% | 9,830 | 3,787 | 62.7% | $18.95万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $49.10万 | 0.02% | 15,226 | 15,226 | — | $49.10万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.26万 | 0.02% | 9,728 | 3,680 | 60.8% | $18.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $47.85万 | 0.02% | 3,280 | 1,660 | 102.5% | $24.22万 | 加仓 |
| ESGD | ISHARES TR | $47.73万 | 0.02% | 4,991 | 4,991 | — | $47.73万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $47.28万 | 0.02% | 5,840 | 5,840 | — | $47.28万 | 新建仓 |
| DMXF | ISHARES TR | $46.74万 | 0.02% | 6,195 | 6,195 | — | $46.74万 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $46.73万 | 0.02% | 1,760 | 1,760 | — | $46.73万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $46.51万 | 0.02% | 8,206 | 4,409 | 116.1% | $24.99万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $46.38万 | 0.02% | 10,737 | 10,737 | — | $46.38万 | 新建仓 |
| ISMD | NORTHERN LTS FD TR IV | $46.31万 | 0.02% | 11,586 | 5,709 | 97.1% | $22.82万 | 加仓 |
| IPAC | ISHARES TR | $46.30万 | 0.02% | 6,052 | 6,052 | — | $46.30万 | 新建仓 |
| SPBO | SPDR SERIES TRUST | $45.93万 | 0.02% | 15,820 | 15,820 | — | $45.93万 | 新建仓 |
| AIQ | GLOBAL X FDS | $45.72万 | 0.02% | 9,796 | 4,867 | 98.7% | $22.71万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $45.69万 | 0.02% | 2,904 | 1,554 | 115.1% | $24.45万 | 加仓 |
| APH | AMPHENOL CORP | $45.44万 | 0.02% | 3,596 | 3,596 | — | $45.44万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $45.28万 | 0.02% | 10,108 | 10,108 | — | $45.28万 | 新建仓 |
| COPX | GLOBAL X FDS | $44.97万 | 0.02% | 5,890 | 5,890 | — | $44.97万 | 新建仓 |
| NOW | SERVICENOW INC | $44.85万 | 0.02% | 4,290 | 4,290 | — | $44.85万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $44.74万 | 0.02% | 15,357 | 15,357 | — | $44.74万 | 新建仓 |
| EBAY | EBAY INC. | $44.73万 | 0.02% | 4,915 | 4,915 | — | $44.73万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $44.58万 | 0.02% | 2,036 | 2,036 | — | $44.58万 | 新建仓 |
| IJK | ISHARES TR | $44.54万 | 0.02% | 4,426 | 2,214 | 100.1% | $22.28万 | 加仓 |