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 |
|---|---|---|---|---|---|---|---|---|
| COPX | GLOBAL X FDS | $23.24万 | 0.01% | 3,019 | -2,871 | -48.7% | -$22.10万 | 减仓 |
| RGLD | ROYAL GOLD INC | $23.07万 | 0.01% | 1,156 | -1,050 | -47.6% | -$20.96万 | 减仓 |
| DHS | WISDOMTREE TR | $22.93万 | 0.01% | 2,017 | -1,803 | -47.2% | -$20.50万 | 减仓 |
| SYY | SYSCO CORP | $22.72万 | 0.01% | 2,718 | -1,885 | -41.0% | -$15.76万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $22.70万 | 0.01% | 457 | -375 | -45.1% | -$18.63万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $22.67万 | 0.01% | 5,067 | -5,041 | -49.9% | -$22.56万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $22.54万 | 0.01% | 3,739 | -3,675 | -49.6% | -$22.15万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $22.41万 | 0.01% | 1,687 | -654 | -27.9% | -$8.69万 | 减仓 |
| XME | SPDR SERIES TRUST | $22.18万 | 0.01% | 2,074 | -1,652 | -44.3% | -$17.66万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $22.15万 | 0.01% | 5,066 | -6,144 | -54.8% | -$26.86万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $22.08万 | 0.01% | 7,100 | 7,100 | — | $22.08万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $22.07万 | 0.01% | 2,016 | -3,700 | -64.7% | -$40.51万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $21.97万 | 0.01% | 1,243 | -2,017 | -61.9% | -$35.65万 | 减仓 |
| USB | US BANCORP | $21.95万 | 0.01% | 3,634 | -3,185 | -46.7% | -$19.24万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $21.92万 | 0.01% | 4,591 | 4,591 | — | $21.92万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $21.84万 | 0.01% | 5,372 | -4,728 | -46.8% | -$19.22万 | 减仓 |
| LEN | LENNAR CORP | $21.81万 | 0.01% | 2,411 | -1,384 | -36.5% | -$12.52万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.81万 | 0.01% | 3,879 | -7,719 | -66.6% | -$43.40万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $21.72万 | 0.01% | 3,909 | -5,921 | -60.2% | -$32.90万 | 减仓 |
| TTE | TOTALENERGIES SE | $21.47万 | 0.01% | 2,761 | -495 | -15.2% | -$3.85万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.46万 | 0.01% | 1,743 | -33 | -1.9% | -$4,064 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $21.24万 | 0.01% | 6,277 | -1,897 | -23.2% | -$6.42万 | 减仓 |
| LWLG | LIGHTWAVE LOGIC INC | $21.19万 | 0.01% | 22,400 | -17,500 | -43.9% | -$16.56万 | 减仓 |
| JD | JD.COM INC | $20.99万 | 0.01% | 8,238 | 8,238 | — | $20.99万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $20.97万 | 0.01% | 1,788 | -1,798 | -50.1% | -$21.09万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $20.82万 | 0.01% | 3,785 | -4,003 | -51.4% | -$22.02万 | 减仓 |
| AON | AON PLC | $20.77万 | 0.01% | 626 | -274 | -30.4% | -$9.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $20.75万 | 0.01% | 1,034 | -1,210 | -53.9% | -$24.28万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $20.71万 | 0.01% | 2,663 | -2,573 | -49.1% | -$20.01万 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.70万 | 0.01% | 918 | -923 | -50.1% | -$20.81万 | 减仓 |
| IGV | ISHARES TR | $20.69万 | 0.01% | 2,283 | -3,018 | -56.9% | -$27.35万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.62万 | 0.01% | 1,698 | -1,808 | -51.6% | -$21.95万 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $20.61万 | 0.01% | 2,962 | -2,588 | -46.6% | -$18.01万 | 减仓 |
| VST | VISTRA CORP | $20.50万 | 0.01% | 1,292 | -366 | -22.1% | -$5.81万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.49万 | 0.01% | 6,963 | -2,683 | -27.8% | -$7.90万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $20.27万 | 0.01% | 4,632 | -2,363 | -33.8% | -$10.34万 | 减仓 |
| DGRS | WISDOMTREE TR | $20.25万 | 0.01% | 3,411 | -3,842 | -53.0% | -$22.81万 | 减仓 |
| MUNI | PIMCO ETF TR | $20.22万 | 0.01% | 3,844 | -1,688 | -30.5% | -$8.88万 | 减仓 |
| FSLR | FIRST SOLAR INC | $20.13万 | 0.01% | 853 | 853 | — | $20.13万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $20.08万 | 0.01% | 2,068 | -2,081 | -50.2% | -$20.21万 | 减仓 |
| IDXX | IDEXX LABS INC | $20.00万 | 0.01% | 380 | -121 | -24.2% | -$6.37万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $20.00万 | 0.01% | 512 | 512 | — | $20.00万 | 新建仓 |
| FSK | FS KKR CAP CORP | $18.11万 | 0.01% | 17,244 | -15,886 | -48.0% | -$16.68万 | 减仓 |
| — | RIVERNORTH OPPORTUNITIES FD | $16.13万 | 0.01% | 13,833 | -12,333 | -47.1% | -$14.38万 | 减仓 |
| PATH | UIPATH INC | $15.28万 | 0.01% | 14,053 | -11,993 | -46.0% | -$13.04万 | 减仓 |
| — | ISHARES ETHEREUM TR | $13.87万 | 0.01% | 11,661 | -8,467 | -42.1% | -$10.07万 | 减仓 |
| — | REPOSITRAK INC | $10.15万 | 0.01% | 11,276 | -11,276 | -50.0% | -$10.15万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $10.08万 | 0.01% | 10,275 | -10,275 | -50.0% | -$10.08万 | 减仓 |
| AUR | AURORA INNOVATION INC | $9.52万 | 0.01% | 13,961 | -14,961 | -51.7% | -$10.20万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $9.20万 | 0.01% | 15,785 | -17,452 | -52.5% | -$10.17万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $6.72万 | 0.00% | 11,628 | 11,628 | — | $6.72万 | 新建仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -95,492 | -100.0% | -$480.51万 | 清仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -58,756 | -100.0% | -$265.93万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -61,444 | -100.0% | -$218.25万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -34,911 | -100.0% | -$118.03万 | 清仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -12,537 | -100.0% | -$117.52万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -33,344 | -100.0% | -$112.50万 | 清仓 |
| FBND | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -21,582 | -100.0% | -$98.45万 | 清仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $0 | 0.00% | 0 | -24,950 | -100.0% | -$86.63万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -5,129 | -100.0% | -$79.56万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,980 | -100.0% | -$76.56万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -6,921 | -100.0% | -$70.76万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -2,198 | -100.0% | -$69.08万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -7,340 | -100.0% | -$65.76万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -4,549 | -100.0% | -$64.98万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -3,677 | -100.0% | -$63.79万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -5,650 | -100.0% | -$60.27万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,332 | -100.0% | -$59.93万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -8,900 | -100.0% | -$58.85万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -31,626 | -100.0% | -$57.84万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -18,606 | -100.0% | -$56.79万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -3,875 | -100.0% | -$55.43万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -21,137 | -100.0% | -$54.70万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,953 | -100.0% | -$50.85万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -2,939 | -100.0% | -$50.72万 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -6,983 | -100.0% | -$49.47万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -4,290 | -100.0% | -$44.85万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -2,036 | -100.0% | -$44.58万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -8,576 | -100.0% | -$44.16万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -1,015 | -100.0% | -$43.89万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -1,545 | -100.0% | -$43.29万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -2,988 | -100.0% | -$43.23万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -6,372 | -100.0% | -$43.07万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -2,526 | -100.0% | -$42.73万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -8,056 | -100.0% | -$42.58万 | 清仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,000 | -100.0% | -$42.57万 | 清仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,508 | -100.0% | -$42.55万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -3,676 | -100.0% | -$42.28万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,268 | -100.0% | -$41.27万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -888 | -100.0% | -$40.94万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -10,810 | -100.0% | -$40.91万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -8,773 | -100.0% | -$40.33万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -5,151 | -100.0% | -$39.71万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -5,057 | -100.0% | -$39.65万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -8,163 | -100.0% | -$39.33万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -18,999 | -100.0% | -$39.33万 | 清仓 |
| CORP | PIMCO ETF TR | $0 | 0.00% | 0 | -4,044 | -100.0% | -$39.14万 | 清仓 |
| SLYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,006 | -100.0% | -$38.70万 | 清仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7,428 | -100.0% | -$38.65万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -5,304 | -100.0% | -$38.06万 | 清仓 |