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 |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA CORP | $44.34万 | 0.02% | 1,142 | 1,142 | — | $44.34万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $44.31万 | 0.02% | 3,946 | 3,946 | — | $44.31万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $44.16万 | 0.02% | 8,576 | 4,519 | 111.4% | $23.27万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $44.12万 | 0.02% | 3,260 | 3,260 | — | $44.12万 | 新建仓 |
| EWC | ISHARES INC | $44.04万 | 0.02% | 8,038 | 8,038 | — | $44.04万 | 新建仓 |
| INTU | INTUIT | $43.89万 | 0.02% | 1,015 | 1,015 | — | $43.89万 | 新建仓 |
| COHR | COHERENT CORP | $43.71万 | 0.02% | 1,835 | 1,835 | — | $43.71万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $43.58万 | 0.02% | 5,038 | 2,527 | 100.6% | $21.86万 | 加仓 |
| SPGI | S&P GLOBAL INC | $43.34万 | 0.02% | 1,019 | 1,019 | — | $43.34万 | 新建仓 |
| AYI | ACUITY INC | $43.29万 | 0.02% | 1,545 | 1,545 | — | $43.29万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $43.28万 | 0.02% | 9,876 | 9,876 | — | $43.28万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $43.23万 | 0.02% | 18,811 | 18,811 | — | $43.23万 | 新建仓 |
| IJT | ISHARES TR | $43.23万 | 0.02% | 2,988 | 2,988 | — | $43.23万 | 新建仓 |
| ARKK | ARK ETF TR | $43.07万 | 0.02% | 6,372 | 2,875 | 82.2% | $19.43万 | 加仓 |
| WELL | WELLTOWER INC | $43.01万 | 0.02% | 2,176 | 2,176 | — | $43.01万 | 新建仓 |
| EWJ | ISHARES INC | $42.80万 | 0.02% | 5,069 | 5,069 | — | $42.80万 | 新建仓 |
| CTAS | CINTAS CORP | $42.73万 | 0.02% | 2,526 | 2,526 | — | $42.73万 | 新建仓 |
| EEM | ISHARES TR | $42.58万 | 0.02% | 7,498 | 7,498 | — | $42.58万 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $42.58万 | 0.02% | 8,056 | 4,028 | 100.0% | $21.29万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $42.57万 | 0.02% | 9,000 | 9,000 | — | $42.57万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $42.55万 | 0.02% | 12,508 | 3,174 | 34.0% | $10.80万 | 重新持有 |
| BG | BUNGE GLOBAL SA | $42.52万 | 0.02% | 3,343 | 3,343 | — | $42.52万 | 新建仓 |
| IGV | ISHARES TR | $42.43万 | 0.02% | 5,301 | 5,301 | — | $42.43万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $42.32万 | 0.02% | 2,692 | 2,692 | — | $42.32万 | 新建仓 |
| BX | BLACKSTONE INC | $42.28万 | 0.02% | 3,676 | 2,251 | 158.0% | $25.89万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $42.23万 | 0.02% | 8,146 | 8,146 | — | $42.23万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $42.13万 | 0.02% | 4,149 | 2,091 | 101.6% | $21.23万 | 加仓 |
| TXN | TEXAS INSTRS INC | $42.12万 | 0.02% | 2,169 | 2,169 | — | $42.12万 | 新建仓 |
| RL | RALPH LAUREN CORP | $42.11万 | 0.02% | 1,224 | 1,224 | — | $42.11万 | 新建仓 |
| ADBE | ADOBE INC | $41.83万 | 0.02% | 1,721 | 1,721 | — | $41.83万 | 新建仓 |
| IJJ | ISHARES TR | $41.79万 | 0.02% | 3,154 | 1,579 | 100.3% | $20.92万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $41.75万 | 0.02% | 11,166 | 4,577 | 69.5% | $17.11万 | 加仓 |
| DHS | WISDOMTREE TR | $41.72万 | 0.02% | 3,820 | 3,820 | — | $41.72万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $41.48万 | 0.02% | 16,734 | 16,734 | — | $41.48万 | 新建仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $41.40万 | 0.02% | 9,261 | 9,261 | — | $41.40万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $41.33万 | 0.02% | 1,841 | 1,841 | — | $41.33万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $41.27万 | 0.02% | 4,268 | 2,054 | 92.8% | $19.86万 | 加仓 |
| NXT | NEXTPOWER INC | $41.19万 | 0.02% | 3,417 | 3,417 | — | $41.19万 | 新建仓 |
| CACI | CACI INTL INC | $41.12万 | 0.02% | 756 | 756 | — | $41.12万 | 新建仓 |
| IRM | IRON MTN INC DEL | $41.03万 | 0.02% | 4,017 | 4,017 | — | $41.03万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $40.98万 | 0.02% | 10,100 | 10,100 | — | $40.98万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $40.95万 | 0.02% | 7,414 | 2,945 | 65.9% | $16.27万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $40.94万 | 0.02% | 888 | 888 | — | $40.94万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $40.93万 | 0.02% | 2,244 | 2,244 | — | $40.93万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $40.91万 | 0.02% | 10,810 | 10,810 | — | $40.91万 | 新建仓 |
| TFC | TRUIST FINL CORP | $40.33万 | 0.02% | 8,773 | 8,773 | — | $40.33万 | 新建仓 |
| XME | SPDR SERIES TRUST | $40.24万 | 0.02% | 3,726 | 3,726 | — | $40.24万 | 新建仓 |
| CALF | PACER FDS TR | $40.08万 | 0.02% | 8,934 | 3,506 | 64.6% | $15.73万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $39.78万 | 0.02% | 7,976 | 7,976 | — | $39.78万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $39.71万 | 0.02% | 5,151 | 5,151 | — | $39.71万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $39.65万 | 0.02% | 23,646 | 23,646 | — | $39.65万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $39.65万 | 0.02% | 11,210 | 11,210 | — | $39.65万 | 新建仓 |
| SCZ | ISHARES TR | $39.65万 | 0.02% | 5,057 | 5,057 | — | $39.65万 | 新建仓 |
| SNY | SANOFI SA | $39.33万 | 0.02% | 8,163 | 8,163 | — | $39.33万 | 新建仓 |
| SONY | SONY GROUP CORP | $39.33万 | 0.02% | 18,999 | 18,999 | — | $39.33万 | 新建仓 |
| CORP | PIMCO ETF TR | $39.14万 | 0.02% | 4,044 | 4,044 | — | $39.14万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $39.08万 | 0.02% | 3,586 | 3,586 | — | $39.08万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $38.70万 | 0.02% | 4,006 | 4,006 | — | $38.70万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $38.65万 | 0.02% | 7,428 | 7,428 | — | $38.65万 | 新建仓 |
| EVUS | ISHARES TR | $38.62万 | 0.02% | 12,131 | 12,131 | — | $38.62万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $38.51万 | 0.02% | 977 | 977 | — | $38.51万 | 新建仓 |
| DGRS | WISDOMTREE TR | $38.41万 | 0.01% | 7,253 | 7,253 | — | $38.41万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $38.39万 | 0.01% | 1,311 | 1,311 | — | $38.39万 | 新建仓 |
| FSMD | FIDELITY COVINGTON TRUST | $38.37万 | 0.01% | 8,580 | 8,580 | — | $38.37万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $38.06万 | 0.01% | 5,304 | 5,304 | — | $38.06万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $37.91万 | 0.01% | 5,236 | 5,236 | — | $37.91万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $37.74万 | 0.01% | 7,788 | 7,788 | — | $37.74万 | 新建仓 |
| USHY | ISHARES TR | $37.56万 | 0.01% | 10,195 | 10,195 | — | $37.56万 | 新建仓 |
| INMU | BLACKROCK ETF TRUST II | $37.23万 | 0.01% | 15,572 | 15,572 | — | $37.23万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.15万 | 0.01% | 832 | 832 | — | $37.15万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $37.05万 | 0.01% | 3,310 | 3,310 | — | $37.05万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $37.04万 | 0.01% | 8,158 | 8,158 | — | $37.04万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $36.81万 | 0.01% | 5,732 | 5,732 | — | $36.81万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $36.67万 | 0.01% | 623 | 623 | — | $36.67万 | 新建仓 |
| QHY | WISDOMTREE TR | $36.39万 | 0.01% | 7,990 | 7,990 | — | $36.39万 | 新建仓 |
| IGF | ISHARES TR | $36.18万 | 0.01% | 5,400 | 5,400 | — | $36.18万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $36.10万 | 0.01% | 1,243 | 1,243 | — | $36.10万 | 新建仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $36.08万 | 0.01% | 16,626 | 16,626 | — | $36.08万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $36.01万 | 0.01% | 7,358 | 7,358 | — | $36.01万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $35.99万 | 0.01% | 2,979 | 1,216 | 69.0% | $14.69万 | 重新持有 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $35.87万 | 0.01% | 2,754 | 2,754 | — | $35.87万 | 新建仓 |
| IHDG | WISDOMTREE TR | $35.86万 | 0.01% | 7,448 | 7,448 | — | $35.86万 | 新建仓 |
| — | WISDOMTREE TR | $35.58万 | 0.01% | 5,364 | 5,364 | — | $35.58万 | 新建仓 |
| XEL | XCEL ENERGY INC | $35.47万 | 0.01% | 4,465 | 4,465 | — | $35.47万 | 新建仓 |
| USB | US BANCORP | $35.46万 | 0.01% | 6,819 | 6,819 | — | $35.46万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $35.31万 | 0.01% | 1,893 | 1,893 | — | $35.31万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.24万 | 0.01% | 6,680 | 3,340 | 100.0% | $17.62万 | 加仓 |
| VICI | VICI PPTYS INC | $35.20万 | 0.01% | 12,883 | 12,883 | — | $35.20万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $35.12万 | 0.01% | 3,506 | -7,113 | -67.0% | -$71.25万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $35.12万 | 0.01% | 3,640 | 3,640 | — | $35.12万 | 新建仓 |
| ARKG | ARK ETF TR | $34.93万 | 0.01% | 13,222 | 13,222 | — | $34.93万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $34.89万 | 0.01% | 6,912 | 6,912 | — | $34.89万 | 新建仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $34.60万 | 0.01% | 7,135 | 7,135 | — | $34.60万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $34.58万 | 0.01% | 6,870 | 6,870 | — | $34.58万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $34.55万 | 0.01% | 6,544 | 6,544 | — | $34.55万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $34.53万 | 0.01% | 6,183 | 6,183 | — | $34.53万 | 新建仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $34.53万 | 0.01% | 6,467 | 6,467 | — | $34.53万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $34.53万 | 0.01% | 6,668 | 6,668 | — | $34.53万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $34.52万 | 0.01% | 6,847 | 6,847 | — | $34.52万 | 新建仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $34.50万 | 0.01% | 6,106 | 6,106 | — | $34.50万 | 新建仓 |