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 |
|---|---|---|---|---|---|---|---|---|
| FOCT | FIRST TR EXCHNG TRADED FD VI | $34.49万 | 0.01% | 7,234 | 7,234 | — | $34.49万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $34.47万 | 0.01% | 6,932 | 6,932 | — | $34.47万 | 新建仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $34.46万 | 0.01% | 6,298 | 6,298 | — | $34.46万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $34.44万 | 0.01% | 13,516 | 13,516 | — | $34.44万 | 新建仓 |
| QLTA | ISHARES TR | $34.43万 | 0.01% | 7,235 | 2,630 | 57.1% | $12.52万 | 重新持有 |
| PFFD | GLOBAL X FDS | $34.43万 | 0.01% | 18,712 | 18,712 | — | $34.43万 | 新建仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $34.32万 | 0.01% | 7,642 | 7,642 | — | $34.32万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $34.28万 | 0.01% | 6,201 | 6,201 | — | $34.28万 | 新建仓 |
| VTR | VENTAS INC | $34.23万 | 0.01% | 4,185 | 4,185 | — | $34.23万 | 新建仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $34.15万 | 0.01% | 11,310 | 3,780 | 50.2% | $11.41万 | 重新持有 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $34.06万 | 0.01% | 3,780 | 3,780 | — | $34.06万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $34.03万 | 0.01% | 9,260 | 9,260 | — | $34.03万 | 新建仓 |
| FSK | FS KKR CAP CORP | $33.73万 | 0.01% | 33,130 | -709,409 | -95.5% | -$722.19万 | 减仓 |
| IGEB | ISHARES TR | $33.51万 | 0.01% | 7,438 | 7,438 | — | $33.51万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $33.49万 | 0.01% | 1,236 | 1,236 | — | $33.49万 | 新建仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $33.44万 | 0.01% | 5,550 | 5,550 | — | $33.44万 | 新建仓 |
| IQDG | WISDOMTREE TR | $33.41万 | 0.01% | 8,324 | 8,324 | — | $33.41万 | 新建仓 |
| GEN | GEN DIGITAL INC | $33.36万 | 0.01% | 17,717 | 9,287 | 110.2% | $17.49万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $33.27万 | 0.01% | 5,586 | 2,132 | 61.7% | $12.70万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $33.26万 | 0.01% | 1,197 | 1,197 | — | $33.26万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $33.14万 | 0.01% | 1,531 | 1,531 | — | $33.14万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $33.11万 | 0.01% | 3,389 | 3,389 | — | $33.11万 | 新建仓 |
| TRFK | PACER FDS TR | $33.05万 | 0.01% | 5,310 | 5,310 | — | $33.05万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $32.98万 | 0.01% | 13,133 | 13,133 | — | $32.98万 | 新建仓 |
| LEN | LENNAR CORP | $32.95万 | 0.01% | 3,795 | 3,795 | — | $32.95万 | 新建仓 |
| SYY | SYSCO CORP | $32.84万 | 0.01% | 4,603 | 4,603 | — | $32.84万 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $32.83万 | 0.01% | 4,966 | 4,966 | — | $32.83万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $32.79万 | 0.01% | 1,125 | 1,125 | — | $32.79万 | 新建仓 |
| PMBS | PIMCO ETF TR | $32.62万 | 0.01% | 6,577 | 6,577 | — | $32.62万 | 新建仓 |
| GRMN | GARMIN LTD | $32.53万 | 0.01% | 1,402 | 1,402 | — | $32.53万 | 新建仓 |
| HYD | VANECK ETF TRUST | $32.47万 | 0.01% | 6,475 | 6,475 | — | $32.47万 | 新建仓 |
| YUM | YUM BRANDS INC | $32.41万 | 0.01% | 2,084 | 2,084 | — | $32.41万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $32.36万 | 0.01% | 1,644 | 1,644 | — | $32.36万 | 新建仓 |
| VEEV | VEEVA SYS INC | $32.30万 | 0.01% | 1,839 | 1,839 | — | $32.30万 | 新建仓 |
| BCS | BARCLAYS PLC | $32.29万 | 0.01% | 15,262 | 15,262 | — | $32.29万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $32.25万 | 0.01% | 6,875 | 6,875 | — | $32.25万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $31.94万 | 0.01% | 3,965 | 3,965 | — | $31.94万 | 新建仓 |
| IYF | ISHARES TR | $31.91万 | 0.01% | 2,711 | 1,060 | 64.2% | $12.48万 | 加仓 |
| — | ISHARES ETHEREUM TR | $31.86万 | 0.01% | 20,128 | 11,124 | 123.5% | $17.61万 | 加仓 |
| RAVI | FLEXSHARES TR | $31.81万 | 0.01% | 4,218 | 4,218 | — | $31.81万 | 新建仓 |
| DVY | ISHARES TR | $31.73万 | 0.01% | 2,095 | 55 | 2.7% | $8,331 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $31.63万 | 0.01% | 1,599 | 1,599 | — | $31.63万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $31.56万 | 0.01% | 10,468 | 10,468 | — | $31.56万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $31.47万 | 0.01% | 4,428 | 4,428 | — | $31.47万 | 新建仓 |
| IAI | ISHARES TR | $31.44万 | 0.01% | 1,914 | 1,914 | — | $31.44万 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $31.43万 | 0.01% | 3,140 | 3,140 | — | $31.43万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $31.35万 | 0.01% | 1,038 | 1,038 | — | $31.35万 | 新建仓 |
| EZU | ISHARES INC | $31.32万 | 0.01% | 5,000 | 5,000 | — | $31.32万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $31.28万 | 0.01% | 2,051 | 2,051 | — | $31.28万 | 新建仓 |
| PTLC | PACER FDS TR | $31.23万 | 0.01% | 5,954 | 5,954 | — | $31.23万 | 新建仓 |
| EG | EVEREST GROUP LTD | $31.19万 | 0.01% | 954 | 954 | — | $31.19万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $30.79万 | 0.01% | 10,820 | 10,820 | — | $30.79万 | 新建仓 |
| IAK | ISHARES TR | $30.75万 | 0.01% | 2,396 | 2,396 | — | $30.75万 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.60万 | 0.01% | 2,580 | 2,580 | — | $30.60万 | 新建仓 |
| CPA | COPA HOLDINGS SA | $30.58万 | 0.01% | 2,692 | 2,692 | — | $30.58万 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $30.41万 | 0.01% | 10,558 | 10,558 | — | $30.41万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $30.18万 | 0.01% | 2,162 | 2,162 | — | $30.18万 | 新建仓 |
| MOS | MOSAIC CO | $30.09万 | 0.01% | 11,800 | 5,900 | 100.0% | $15.04万 | 重新持有 |
| — | RIVERNORTH DOUBLELINE STRATE | $30.09万 | 0.01% | 39,226 | 20,816 | 113.1% | $15.97万 | 加仓 |
| SGOL | ETFS GOLD TR | $30.01万 | 0.01% | 6,726 | 6,726 | — | $30.01万 | 新建仓 |
| TTE | TOTALENERGIES SE | $29.63万 | 0.01% | 3,256 | 3,256 | — | $29.63万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $29.59万 | 0.01% | 1,782 | 1,782 | — | $29.59万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $29.54万 | 0.01% | 6,995 | 6,995 | — | $29.54万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $29.46万 | 0.01% | 1,486 | 1,486 | — | $29.46万 | 新建仓 |
| ILCV | ISHARES TR | $29.32万 | 0.01% | 3,148 | 3,148 | — | $29.32万 | 新建仓 |
| PFF | ISHARES TR | $29.31万 | 0.01% | 9,665 | 9,665 | — | $29.31万 | 新建仓 |
| WTMF | WISDOMTREE TR | $29.29万 | 0.01% | 7,380 | 7,380 | — | $29.29万 | 新建仓 |
| PPG | PPG INDS INC | $29.19万 | 0.01% | 2,731 | 2,731 | — | $29.19万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $29.17万 | 0.01% | 6,439 | 6,439 | — | $29.17万 | 新建仓 |
| SLV | ISHARES SILVER TR | $29.16万 | 0.01% | 4,279 | 4,279 | — | $29.16万 | 新建仓 |
| IGSB | ISHARES TR | $29.13万 | 0.01% | 5,542 | 5,542 | — | $29.13万 | 新建仓 |
| AON | AON PLC | $29.05万 | 0.01% | 900 | 900 | — | $29.05万 | 新建仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $29.04万 | 0.01% | 26,166 | 16,043 | 158.5% | $17.81万 | 加仓 |
| PATH | UIPATH INC | $28.91万 | 0.01% | 26,046 | 26,046 | — | $28.91万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $28.90万 | 0.01% | 13,664 | 13,664 | — | $28.90万 | 新建仓 |
| MUNI | PIMCO ETF TR | $28.87万 | 0.01% | 5,532 | 5,532 | — | $28.87万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $28.86万 | 0.01% | 7,070 | -2,792 | -28.3% | -$11.40万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $28.63万 | 0.01% | 26,316 | 12,045 | 84.4% | $13.10万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $28.56万 | 0.01% | 9,788 | -1,222 | -11.1% | -$3.57万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $28.53万 | 0.01% | 3,216 | 3,216 | — | $28.53万 | 新建仓 |
| EMHY | ISHARES INC | $28.34万 | 0.01% | 7,197 | 7,197 | — | $28.34万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $28.20万 | 0.01% | 4,619 | 4,619 | — | $28.20万 | 新建仓 |
| PAYX | PAYCHEX INC | $28.18万 | 0.01% | 3,060 | 3,060 | — | $28.18万 | 新建仓 |
| IDXX | IDEXX LABS INC | $28.15万 | 0.01% | 501 | 501 | — | $28.15万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $28.13万 | 0.01% | 5,650 | 5,650 | — | $28.13万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $28.12万 | 0.01% | 783 | 783 | — | $28.12万 | 新建仓 |
| INDA | ISHARES TR | $28.06万 | 0.01% | 5,991 | -22,654 | -79.1% | -$106.11万 | 重新持有 |
| LWLG | LIGHTWAVE LOGIC INC | $28.05万 | 0.01% | 39,900 | 29,575 | 286.4% | $20.79万 | 加仓 |
| CME | CME GROUP INC | $27.96万 | 0.01% | 946 | 946 | — | $27.96万 | 新建仓 |
| UL | UNILEVER PLC | $27.96万 | 0.01% | 4,907 | 4,907 | — | $27.96万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.93万 | 0.01% | 1,776 | 1,776 | — | $27.93万 | 新建仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $27.65万 | 0.01% | 10,000 | 10,000 | — | $27.65万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $27.64万 | 0.01% | 2,316 | 2,316 | — | $27.64万 | 新建仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $27.63万 | 0.01% | 17,248 | 17,248 | — | $27.63万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $27.35万 | 0.01% | 6,047 | 6,047 | — | $27.35万 | 新建仓 |
| LOGI | LOGITECH INTL S A | $27.28万 | 0.01% | 2,994 | 2,994 | — | $27.28万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $27.12万 | 0.01% | 8,473 | 8,473 | — | $27.12万 | 新建仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $27.11万 | 0.01% | 12,072 | 1,994 | 19.8% | $4.48万 | 加仓 |
| CERY | SPDR SERIES TRUST | $26.91万 | 0.01% | 7,636 | 7,636 | — | $26.91万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $26.69万 | 0.01% | 987 | 987 | — | $26.69万 | 新建仓 |