Gen-Wealth Partners Inc
ZEELAND MI · SEC CIK 0002023375
$3.60亿2026Q2 申报市值
721持仓数
30.9%前十大占比 · 第一大 8.8%
35 / 44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
SPYM 加仓+$1,111.00万
IUSB 加仓+$132.84万
HONA 新建仓+$115.70万
ACWX 加仓+$113.87万
IALT 新建仓+$107.10万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1.95亿
VBK 减仓-$1.42亿
VTI 减仓-$1.04亿
VXUS 清仓-$1,206.76万
BND 清仓-$1,124.13万
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $0 | 0.00% | 0 | -156,499 | -100.0% | -$1,206.76万 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -152,652 | -100.0% | -$1,124.13万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -4,514 | -100.0% | -$76.58万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $0 | 0.00% | 0 | -2,006 | -100.0% | -$31.70万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -696 | -100.0% | -$30.09万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $0 | 0.00% | 0 | -940 | -100.0% | -$25.87万 | 清仓 |
| ALL | ALLSTATE CORP COM | $0 | 0.00% | 0 | -921 | -100.0% | -$19.10万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -2,891 | -100.0% | -$10.70万 | 清仓 |
| AS | AMER SPORTS INC COM SHS | $0 | 0.00% | 0 | -2,972 | -100.0% | -$9.78万 | 清仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $0 | 0.00% | 0 | -1,480 | -100.0% | -$8.78万 | 清仓 |
| IDCC | INTERDIGITAL INC COM | $0 | 0.00% | 0 | -281 | -100.0% | -$8.49万 | 清仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $0 | 0.00% | 0 | -3,014 | -100.0% | -$6.98万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $0 | 0.00% | 0 | -581 | -100.0% | -$4.98万 | 清仓 |
| WEN | WENDYS CO COM | $0 | 0.00% | 0 | -5,765 | -100.0% | -$4.01万 | 清仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -366 | -100.0% | -$3.69万 | 清仓 |
| PAYX | PAYCHEX INC COM | $0 | 0.00% | 0 | -343 | -100.0% | -$3.16万 | 清仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $0 | 0.00% | 0 | -502 | -100.0% | -$2.41万 | 清仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -155 | -100.0% | -$1.71万 | 清仓 |
| AUGO | AURA MINERALS INC SHS NEW | $0 | 0.00% | 0 | -200 | -100.0% | -$1.63万 | 清仓 |
| UFO | PROCURE SPACE ETF | $0 | 0.00% | 0 | -205 | -100.0% | -$9,186 | 清仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $0 | 0.00% | 0 | -400 | -100.0% | -$8,592 | 清仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$6,710 | 清仓 |
| DX | DYNEX CAP INC COM | $0 | 0.00% | 0 | -492 | -100.0% | -$6,283 | 清仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$6,001 | 清仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $0 | 0.00% | 0 | -151 | -100.0% | -$5,968 | 清仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$5,354 | 清仓 |
| — | TPG MTG INVTS TR INC COM NEW | $0 | 0.00% | 0 | -712 | -100.0% | -$5,208 | 清仓 |
| — | OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$4,544 | 清仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $0 | 0.00% | 0 | -128 | -100.0% | -$4,532 | 清仓 |
| — | INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF | $0 | 0.00% | 0 | -79 | -100.0% | -$3,981 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $0 | 0.00% | 0 | -759 | -100.0% | -$3,871 | 清仓 |
| WHR | WHIRLPOOL CORP COM | $0 | 0.00% | 0 | -71 | -100.0% | -$3,828 | 清仓 |
| — | LIFETIME BRANDS INC COM | $0 | 0.00% | 0 | -600 | -100.0% | -$3,444 | 清仓 |
| — | QUINCE THERAPEUTICS INC COM | $0 | 0.00% | 0 | -33,018 | -100.0% | -$3,348 | 清仓 |
| — | THE BEACHBODY COMPANY INC COM CL A NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$3,258 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -131 | -100.0% | -$2,737 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| — | ITERUM THERAPEUTICS PLC SHS NEW | $0 | 0.00% | 0 | -82,617 | -100.0% | -$2,479 | 清仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $0 | 0.00% | 0 | -200 | -100.0% | -$1,652 | 清仓 |
| — | PROSHARES ULTRA XRP ETF | $0 | 0.00% | 0 | -170 | -100.0% | -$627 | 清仓 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $0 | 0.00% | 0 | -12 | -100.0% | -$515 | 清仓 |
| PRGO | PERRIGO CO PLC SHS | $0 | 0.00% | 0 | -30 | -100.0% | -$322 | 清仓 |
| — | GABELLI EQUITY TR INC RT EXP 041426 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$22 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $16 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $19 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC CL A | $22 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $33 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $46 | 0.00% | 0 | 0 | — | -$41 | 清仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A NEW | $50 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $68 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $108 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $110 | 0.00% | 6 | -500 | -98.8% | -$9,167 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $114 | 0.00% | 1 | 1 | — | $114 | 新建仓 |
| PACB | PACIFIC BIOSCIENCES CALIF INC COM | $118 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS COM | $150 | 0.00% | 2 | 2 | — | $150 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | $170 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC COM | $172 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $191 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | WESTPORT FUEL SYSTEMS INC COM | $194 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $206 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC COM | $239 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $260 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP COM | $278 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD ORD SHS | $288 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC COM | $288 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD SPONSORD ADS NEW | $313 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA XRP ETF | $338 | 0.00% | 34 | 34 | — | $338 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $370 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | ESPERION THERAPEUTICS INC NEW COM | $411 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $425 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $443 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $454 | 0.00% | 1 | -21 | -95.5% | -$9,534 | 减仓 |
| NVAX | NOVAVAX INC COM NEW | $471 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC COM | $510 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $513 | 0.00% | 50 | -100 | -66.7% | -$1,026 | 减仓 |
| KMX | CARMAX INC COM | $529 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $543 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $587 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC COM | $618 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC COM | $622 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $632 | 0.00% | 63 | -20 | -24.1% | -$201 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $637 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $671 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CL A | $671 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $700 | 0.00% | 10 | -15 | -60.0% | -$1,050 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $709 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $711 | 0.00% | 8 | -100 | -92.6% | -$8,888 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $729 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $756 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $772 | 0.00% | 50 | -50 | -50.0% | -$772 | 减仓 |
| ENPH | ENPHASE ENERGY INC COM | $788 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $809 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $829 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC SPONSORED ADS | $861 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $873 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $877 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC COM | $900 | 0.00% | 44 | -1 | -2.2% | -$20 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $910 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $928 | 0.00% | 10 | -53 | -84.1% | -$4,918 | 减仓 |
| HNI | HNI CORP COM | $929 | 0.00% | 23 | 0 | 0.0% | — | 不变 |