13F 机构持仓

GENTRY PRIVATE WEALTH, LLC

WICHITA KS · SEC CIK 0002022634

2026Q22026Q1 更早 9 个季度 🔒
$1.94亿2026Q2 申报市值
108持仓数
66.8%前十大占比 · 第一大 39.4%
18 / 1新建仓 / 清仓
申报市值走势$1.94亿2026Q2
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

VOO 39.4%
VUG 5.1%
XNTK 4.7%
SPIB 4.0%
IEFA 3.0%
GMUB 2.9%
LISTED FDS TR 2.8%
IEMG 2.1%
AAAU 1.5%
NEAR 1.3%

2026Q2 买入最多 按季末市值估算

LISTED FDS TR 加仓+$206.83万
VOO 加仓+$198.49万
TER 新建仓+$138.04万
IEFA 加仓+$80.94万
XNTK 加仓+$45.08万

2026Q2 卖出最多 按季末市值估算

VGK 减仓-$276.47万
VUG 减仓-$275.99万
RSP 减仓-$68.55万
MODL 减仓-$41.76万
VTI 减仓-$32.71万

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
TSM TAIWAN SEMICONDUCTOR MANUFAC $24.83万0.13%520 520— $24.83万 新建仓
— EXXON MOBIL CORP $23.91万0.12%1,749 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $22.95万0.12%4,468 -185-4.0% -$9,503 减仓
XMMO INVESCO EXCHANGE TRADED FD T $22.48万0.12%1,321 1,321— $22.48万 新建仓
JPEF J P MORGAN EXCHANGE TRADED F $21.35万0.11%2,658 -641-19.4% -$5.15万 减仓
IJH ISHARES TR $21.31万0.11%2,764 2,764— $21.31万 新建仓
JMUB J P MORGAN EXCHANGE TRADED F $21.22万0.11%4,189 4,189— $21.22万 新建仓
DFEV DIMENSIONAL ETF TRUST $20.31万0.10%4,761 4,761— $20.31万 新建仓
— PUTNAM ETF TRUST $00.00%0 -9,533-100.0% -$26.29万 清仓