13F 机构持仓

Gen-Wealth Partners Inc

ZEELAND MI · SEC CIK 0002023375

2026Q22026Q1 更早 9 个季度 🔒
$7.25亿2026Q1 申报市值
727持仓数
63.6%前十大占比 · 第一大 23.5%
62 / 22新建仓 / 清仓
申报市值走势$3.60亿2026Q2
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

SPY 23.5%
VBK 16.4%
VTI 12.5%
SPYM 2.5%
VXUS 1.7%
DYNF 1.6%
BND 1.6%
IVE 1.4%
IVW 1.3%
IVV 1.2%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$571.66万
ACWX 新建仓+$487.11万
BLCR 新建仓+$372.92万
IVV 加仓+$140.70万
GOVT 加仓+$137.24万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$663.30万
IEMG 减仓-$456.41万
EFV 减仓-$228.50万
OEF 减仓-$126.24万
AMCR 减仓-$115.91万

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
TRGP TARGA RES CORP COM $00.00%0 -1,343-100.0% -$24.78万 清仓
EXEL EXELIXIS INC COM $00.00%0 -4,831-100.0% -$21.17万 清仓
GWRE GUIDEWIRE SOFTWARE INC COM $00.00%0 -925-100.0% -$18.59万 清仓
AMT AMERICAN TOWER CORP COM $00.00%0 -517-100.0% -$9.08万 清仓
HOOD ROBINHOOD MKTS INC COM CL A $00.00%0 -614-100.0% -$6.94万 清仓
— COMERICA INC COM $00.00%0 -580-100.0% -$5.04万 清仓
RWR STATE STREET SPDR DOW JONES REIT ETF $00.00%0 -354-100.0% -$3.48万 清仓
— MANHATTAN BRDG CAP INC COM $00.00%0 —— — 申报中断
— ITERUM THERAPEUTICS PLC SHS NEW $00.00%0 -84,630-100.0% -$2.84万 清仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $00.00%0 -585-100.0% -$2.75万 清仓
ARIS ARIS MNG CORP COM $00.00%0 -1,000-100.0% -$1.62万 清仓
MSIF MSC INCOME FUND INC COM $00.00%0 -1,030-100.0% -$1.35万 清仓
XETYX EATON VANCE TAX-MANAGED DIVERS COM $00.00%0 -850-100.0% -$1.30万 清仓
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR $00.00%0 —— — 申报中断
KEYS KEYSIGHT TECHNOLOGIES INC COM $00.00%0 -32-100.0% -$6,502 清仓
BTZ BLACKROCK CR ALLOCATION COM $00.00%0 -575-100.0% -$6,227 清仓
SCHB SCHWAB U.S. BROAD MARKET ETF $00.00%0 -233-100.0% -$6,122 清仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $00.00%0 -426-100.0% -$4,154 清仓
VALE VALE S A SPONSORED ADS $00.00%0 -300-100.0% -$3,909 清仓
— VILLAGE FARMS INTL INC COM $00.00%0 -1,000-100.0% -$3,650 清仓
NEWP NEW PAC METALS CORP COM $00.00%0 -1,000-100.0% -$3,510 清仓
— THOMSON REUTERS CORP COM $00.00%0 -7-100.0% -$923 清仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $00.00%0 -17-100.0% -$524 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $160.00%67 67— $16 新建仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $160.00%67 67— $16 新建仓
— GABELLI EQUITY TR INC RT EXP 041426 $220.00%3,100 3,100— $22 新建仓
SNAP SNAP INC CL A $230.00%5 00.0% — 不变
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW $310.00%5 00.0% — 不变
IBB ISHARES BIOTECHNOLOGY ETF $410.00%0 -45-100.0% -$7,635 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $410.00%67 67— $41 新建仓
GRAL GRAIL INC COM $520.00%1 00.0% — 不变
PACB PACIFIC BIOSCIENCES CALIF INC COM $920.00%70 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $970.00%4 4— $97 新建仓
TWLO TWILIO INC CL A $1260.00%1 00.0% — 不变
EDIT EDITAS MEDICINE INC COM $1310.00%53 00.0% — 不变
— WESTPORT FUEL SYSTEMS INC COM $1570.00%86 00.0% — 不变
VTRS VIATRIS INC COM $1620.00%12 00.0% — 不变
TDOC TELADOC HEALTH INC COM $1850.00%34 00.0% — 不变
NVCR NOVOCURE LTD ORD SHS $2070.00%19 00.0% — 不变
ALAB ASTERA LABS INC COM $2190.00%2 00.0% — 不变
VKTX VIKING THERAPEUTICS INC COM $2280.00%7 00.0% — 不变
— CARIBOU BIOSCIENCES INC COM $2580.00%136 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3000.00%10 00.0% — 不变
ELF E L F BEAUTY INC COM $3030.00%5 00.0% — 不变
PRGO PERRIGO CO PLC SHS $3220.00%30 00.0% — 不变
KSS KOHLS CORP COM $3230.00%25 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC COM NEW $3460.00%75 00.0% — 不变
— ESPERION THERAPEUTICS INC NEW COM $3560.00%130 00.0% — 不变
— URANIUM RTY CORP COM $3650.00%100 00.0% — 不变
— NANO DIMENSION LTD SPONSORD ADS NEW $3670.00%216 00.0% — 不变
NTRA NATERA INC COM $4000.00%2 00.0% — 不变
NVAX NOVAVAX INC COM NEW $4070.00%50 00.0% — 不变
KMX CARMAX INC COM $4160.00%10 00.0% — 不变
BEAM BEAM THERAPEUTICS INC COM $4290.00%18 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC COM NEW $4550.00%20 -87-81.3% -$1,979 减仓
NIO NIO INC SPON ADS $5070.00%84 84— $507 新建仓
— OCCIDENTAL PETE CORP WT EXP 080327 $5150.00%12 00.0% — 不变
AAP ADVANCE AUTO PARTS INC COM $5280.00%10 00.0% — 不变
PLUG PLUG PWR INC COM NEW $5310.00%235 00.0% — 不变
DDOG DATADOG INC CL A COM $5900.00%5 00.0% — 不变
CORZ CORE SCIENTIFIC INC NEW COM $5980.00%40 00.0% — 不变
ARDX ARDELYX INC COM $5990.00%100 100— $599 新建仓
ENPH ENPHASE ENERGY INC COM $6050.00%16 00.0% — 不变
— PROSHARES ULTRA XRP ETF $6270.00%170 00.0% — 不变
QS QUANTUMSCAPE CORP COM CL A $6380.00%100 00.0% — 不变
MLKN MILLERKNOLL INC COM $6510.00%45 00.0% — 不变
KHC KRAFT HEINZ CO COM $6750.00%30 00.0% — 不变
BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT $6850.00%21 00.0% — 不变
LEU CENTRUS ENERGY CORP CL A $6940.00%4 00.0% — 不变
ECG EVERUS CONSTR GROUP COM $7080.00%6 00.0% — 不变
ILMN ILLUMINA INC COM $7400.00%6 00.0% — 不变
WAB WABTEC COM $7500.00%3 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG NAMEN AKT $7610.00%16 00.0% — 不变
HNI HNI CORP COM $7680.00%23 00.0% — 不变
QBTS D-WAVE QUANTUM INC COM $8370.00%58 816.0% $115 加仓
TMUS T-MOBILE US INC COM $8400.00%4 00.0% — 不变
NGG NATIONAL GRID PLC SPONSORED ADR NE $8460.00%10 225.0% $169 加仓
NMAX NEWSMAX INC COM SHS CLASS B $8870.00%170 00.0% — 不变
SMR NUSCALE PWR CORP CL A COM $9000.00%83 00.0% — 不变
COIN COINBASE GLOBAL INC COM CL A $1,0480.00%6 6— $1,048 新建仓
EL LAUDER ESTEE COS INC CL A $1,0770.00%15 00.0% — 不变
ROST ROSS STORES INC COM $1,0830.00%5 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A $1,1700.00%15 00.0% — 不变
CRML CRITICAL METALS CORP PUBCO ORD SHS $1,1910.00%150 00.0% — 不变
INOD INNODATA INC COM NEW $1,1970.00%31 00.0% — 不变
BHF BRIGHTHOUSE FINL INC COM $1,2570.00%21 00.0% — 不变
KDP KEURIG DR PEPPER INC COM $1,2640.00%48 00.0% — 不变
METC RAMACO RES INC COM CL A $1,2680.00%82 00.0% — 不变
MRNA MODERNA INC COM $1,2700.00%25 00.0% — 不变
— CANAAN INC SPONSORED ADS $1,2950.00%3,000 00.0% — 不变
— DIGITALBRIDGE GROUP INC CL A NEW $1,3110.00%85 00.0% — 不变
RDDT REDDIT INC CL A $1,3470.00%10 00.0% — 不变
RGTI RIGETTI COMPUTING INC COMMON STOCK $1,4040.00%100 00.0% — 不变
OUST OUSTER INC COM NEW $1,4700.00%80 00.0% — 不变
CRWV COREWEAVE INC COM CL A $1,4720.00%19 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $1,5080.00%10 00.0% — 不变
SDGR SCHRODINGER INC COM $1,5340.00%135 00.0% — 不变
— OSISKO DEVELOPMENT CORP COM NEW $1,6250.00%500 00.0% — 不变
OGS ONE GAS INC COM $1,6360.00%19 535.7% $431 加仓
TMQ TRILOGY METALS INC NEW COM $1,6440.00%458 00.0% — 不变