13F 机构持仓

Gateway Wealth Partners, LLC

APPLETON WI · SEC CIK 0001966037

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$16.68亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 3.6%
AAPL 2.2%
SPYM 2.2%
NVDA 1.4%
MGK 1.3%
SPY 1.3%
AIRR 1.3%
EEMA 1.2%
AVUS 1.1%
IUSB 1.0%

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
INMU BLACKROCK ETF TRUST II $00.00%0 -15,572-100.0% -$37.23万 清仓
MLM MARTIN MARIETTA MATLS INC $00.00%0 -623-100.0% -$36.67万 清仓
IGF ISHARES TR $00.00%0 -5,400-100.0% -$36.18万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -1,243-100.0% -$36.10万 清仓
VFH VANGUARD WORLD FD $00.00%0 -2,979-100.0% -$35.99万 清仓
JPUS J P MORGAN EXCHANGE TRADED F $00.00%0 -2,754-100.0% -$35.87万 清仓
IHDG WISDOMTREE TR $00.00%0 -7,448-100.0% -$35.86万 清仓
— WISDOMTREE TR $00.00%0 -5,364-100.0% -$35.58万 清仓
XEL XCEL ENERGY INC $00.00%0 -4,465-100.0% -$35.47万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -6,680-100.0% -$35.24万 清仓
RWJ INVESCO EXCH TRADED FD TR II $00.00%0 -6,912-100.0% -$34.89万 清仓
FLTR VANECK ETF TRUST $00.00%0 -13,516-100.0% -$34.44万 清仓
QLTA ISHARES TR $00.00%0 -7,235-100.0% -$34.43万 清仓
PFFD GLOBAL X FDS $00.00%0 -18,712-100.0% -$34.43万 清仓
LCTD BLACKROCK ETF TRUST $00.00%0 -6,201-100.0% -$34.28万 清仓
VTR VENTAS INC $00.00%0 -4,185-100.0% -$34.23万 清仓
RSPH INVESCO EXCHANGE TRADED FD T $00.00%0 -11,310-100.0% -$34.15万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -3,780-100.0% -$34.06万 清仓
HASI HA SUSTAINABLE INFRA CAP INC $00.00%0 -9,260-100.0% -$34.03万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -1,236-100.0% -$33.49万 清仓
IQDG WISDOMTREE TR $00.00%0 -8,324-100.0% -$33.41万 清仓
GEN GEN DIGITAL INC $00.00%0 -17,717-100.0% -$33.36万 清仓
VGIT VANGUARD SCOTTSDALE FDS $00.00%0 -5,586-100.0% -$33.27万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -3,389-100.0% -$33.11万 清仓
PMBS PIMCO ETF TR $00.00%0 -6,577-100.0% -$32.62万 清仓
GRMN GARMIN LTD $00.00%0 -1,402-100.0% -$32.53万 清仓
YUM YUM BRANDS INC $00.00%0 -2,084-100.0% -$32.41万 清仓
VEEV VEEVA SYS INC $00.00%0 -1,839-100.0% -$32.30万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -6,875-100.0% -$32.25万 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -3,965-100.0% -$31.94万 清仓
IYF ISHARES TR $00.00%0 -2,711-100.0% -$31.91万 清仓
RAVI FLEXSHARES TR $00.00%0 -4,218-100.0% -$31.81万 清仓
DVY ISHARES TR $00.00%0 -2,095-100.0% -$31.73万 清仓
DBMF LITMAN GREGORY FDS TR $00.00%0 -10,468-100.0% -$31.56万 清仓
IAI ISHARES TR $00.00%0 -1,914-100.0% -$31.44万 清仓
IDCC INTERDIGITAL INC $00.00%0 -1,038-100.0% -$31.35万 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -2,051-100.0% -$31.28万 清仓
PTLC PACER FDS TR $00.00%0 -5,954-100.0% -$31.23万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -10,820-100.0% -$30.79万 清仓
IAK ISHARES TR $00.00%0 -2,396-100.0% -$30.75万 清仓
BRX BRIXMOR PPTY GROUP INC $00.00%0 -10,558-100.0% -$30.41万 清仓
MOS MOSAIC CO $00.00%0 -11,800-100.0% -$30.09万 清仓
— RIVERNORTH DOUBLELINE STRATE $00.00%0 -39,226-100.0% -$30.09万 清仓
SGOL ETFS GOLD TR $00.00%0 -6,726-100.0% -$30.01万 清仓
PGR PROGRESSIVE CORP $00.00%0 -1,486-100.0% -$29.46万 清仓
ILCV ISHARES TR $00.00%0 -3,148-100.0% -$29.32万 清仓
PFF ISHARES TR $00.00%0 -9,665-100.0% -$29.31万 清仓
WTMF WISDOMTREE TR $00.00%0 -7,380-100.0% -$29.29万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -6,439-100.0% -$29.17万 清仓
SLV ISHARES SILVER TR $00.00%0 -4,279-100.0% -$29.16万 清仓
NLY ANNALY CAPITAL MANAGEMENT IN $00.00%0 -13,664-100.0% -$28.90万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -7,070-100.0% -$28.86万 清仓
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -26,316-100.0% -$28.63万 清仓
SPTS SPDR SERIES TRUST $00.00%0 -9,788-100.0% -$28.56万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -4,619-100.0% -$28.20万 清仓
PAYX PAYCHEX INC $00.00%0 -3,060-100.0% -$28.18万 清仓
VUSB VANGUARD BD INDEX FDS $00.00%0 -5,650-100.0% -$28.13万 清仓
INDA ISHARES TR $00.00%0 -5,991-100.0% -$28.06万 清仓
CME CME GROUP INC $00.00%0 -946-100.0% -$27.96万 清仓
UL UNILEVER PLC $00.00%0 -4,907-100.0% -$27.96万 清仓
ARLP ALLIANCE RESOURCE PARTNERS L $00.00%0 -10,000-100.0% -$27.65万 清仓
FYX FIRST TR EXCHANGE-TRADED ALP $00.00%0 -2,316-100.0% -$27.64万 清仓
SDHY PGIM SHORT DUR HIG YLD OPP F $00.00%0 -17,248-100.0% -$27.63万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -6,047-100.0% -$27.35万 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -8,473-100.0% -$27.12万 清仓
FXN FIRST TR EXCHANGE-TRADED FD $00.00%0 -12,072-100.0% -$27.11万 清仓
CERY SPDR SERIES TRUST $00.00%0 -7,636-100.0% -$26.91万 清仓
RIO RIO TINTO PLC $00.00%0 -2,855-100.0% -$26.63万 清仓
BUFF INNOVATOR ETFS TRUST $00.00%0 -5,384-100.0% -$26.60万 清仓
PSX PHILLIPS 66 $00.00%0 -1,455-100.0% -$26.49万 清仓
CG CARLYLE GROUP INC $00.00%0 -5,460-100.0% -$26.42万 清仓
IQV IQVIA HLDGS INC $00.00%0 -1,547-100.0% -$26.38万 清仓
IDV ISHARES TR $00.00%0 -6,121-100.0% -$26.05万 清仓
EVRG EVERGY INC $00.00%0 -3,153-100.0% -$25.83万 清仓
BIDU BAIDU INC $00.00%0 -2,313-100.0% -$25.77万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -375-100.0% -$25.53万 清仓
KT KT CORP $00.00%0 -11,808-100.0% -$25.33万 清仓
SIG SIGNET JEWELERS LIMITED $00.00%0 -2,964-100.0% -$25.09万 清仓
FPF FIRST TR INTER DURATN PFD & $00.00%0 -14,176-100.0% -$24.99万 清仓
ALL ALLSTATE CORP $00.00%0 -1,200-100.0% -$24.88万 清仓
IBD NORTHERN LTS FD TR IV $00.00%0 -10,396-100.0% -$24.80万 清仓
APO APOLLO GLOBAL MGMT INC $00.00%0 -2,223-100.0% -$24.77万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -4,220-100.0% -$24.68万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -1,213-100.0% -$24.65万 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -2,524-100.0% -$24.57万 清仓
SCCO SOUTHERN COPPER CORP $00.00%0 -1,418-100.0% -$24.41万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -1,853-100.0% -$24.30万 清仓
SQM SOCIEDAD QUIMICA Y MINERA DE $00.00%0 -3,000-100.0% -$24.28万 清仓
LMUB ISHARES TR $00.00%0 -4,844-100.0% -$24.19万 清仓
YETI YETI HLDGS INC $00.00%0 -6,605-100.0% -$24.17万 清仓
JQUA J P MORGAN EXCHANGE TRADED F $00.00%0 -3,914-100.0% -$24.00万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -553-100.0% -$23.98万 清仓
PWZ INVESCO EXCH TRADED FD TR II $00.00%0 -10,000-100.0% -$23.87万 清仓
IJS ISHARES TR $00.00%0 -2,014-100.0% -$23.87万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,200-100.0% -$23.81万 清仓
BHP BHP BILLITON LIMITED $00.00%0 -3,266-100.0% -$23.76万 清仓
TER TERADYNE INC $00.00%0 -800-100.0% -$23.74万 清仓
QSR RESTAURANT BRANDS INTL INC $00.00%0 -3,205-100.0% -$23.68万 清仓
INGR INGREDION INC $00.00%0 -2,102-100.0% -$23.68万 清仓
KSS KOHLS CORP $00.00%0 -18,350-100.0% -$23.67万 清仓