Gen-Wealth Partners Inc
ZEELAND MI · SEC CIK 0002023375
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| JOBY | JOBY AVIATION INC COMMON STOCK | $1,652 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC COM | $1,654 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $1,690 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1,772 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $1,863 | 0.00% | 100 | -3,400 | -97.1% | -$6.33万 | 减仓 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1,955 | 0.00% | 78 | -99 | -55.9% | -$2,481 | 减仓 |
| LAND | GLADSTONE LD CORP COM | $2,040 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $2,047 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $2,051 | 0.00% | 99 | 22 | 28.6% | $456 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2,056 | 0.00% | 67 | 64 | 2,133.3% | $1,964 | 加仓 |
| DHI | D R HORTON INC COM | $2,058 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $2,058 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC COM | $2,120 | 0.00% | 38 | 6 | 18.8% | $335 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,137 | 0.00% | 73 | -179 | -71.0% | -$5,240 | 减仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $2,343 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,389 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP COM | $2,471 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ITERUM THERAPEUTICS PLC SHS NEW | $2,479 | 0.00% | 82,617 | 82,617 | — | $2,479 | 新建仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2,611 | 0.00% | 110 | 50 | 83.3% | $1,187 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $2,640 | 0.00% | 30 | 20 | 200.0% | $1,760 | 加仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $2,737 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $2,765 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $2,822 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $2,840 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2,929 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $2,939 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $2,968 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $2,990 | 0.00% | 200 | -529 | -72.6% | -$7,909 | 减仓 |
| VMC | VULCAN MATLS CO COM | $2,995 | 0.00% | 11 | 11 | — | $2,995 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $3,179 | 0.00% | 64 | 1 | 1.6% | $50 | 加仓 |
| — | AKEBIA THREAPEUTICS INC COM | $3,190 | 0.00% | 2,295 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $3,216 | 0.00% | 23 | -28 | -54.9% | -$3,915 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $3,238 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $3,258 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC COM CL A NEW | $3,258 | 0.00% | 300 | 300 | — | $3,258 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $3,281 | 0.00% | 59 | 1 | 1.7% | $56 | 加仓 |
| — | QUINCE THERAPEUTICS INC COM | $3,348 | 0.00% | 33,018 | 33,018 | — | $3,348 | 新建仓 |
| — | LIFETIME BRANDS INC COM | $3,444 | 0.00% | 600 | 600 | — | $3,444 | 新建仓 |
| INDA | ISHARES MSCI INDIA ETF | $3,513 | 0.00% | 75 | 75 | — | $3,513 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3,665 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,776 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $3,800 | 0.00% | 45 | 45 | — | $3,800 | 新建仓 |
| WHR | WHIRLPOOL CORP COM | $3,828 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $3,871 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD COM SHS | $3,916 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $3,942 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF | $3,981 | 0.00% | 79 | 79 | — | $3,981 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $4,271 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC COM | $4,280 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP COM | $4,377 | 0.00% | 61 | -86 | -58.5% | -$6,171 | 减仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $4,476 | 0.00% | 72 | -16 | -18.2% | -$995 | 减仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $4,532 | 0.00% | 128 | 128 | — | $4,532 | 新建仓 |
| — | OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF | $4,544 | 0.00% | 120 | 120 | — | $4,544 | 新建仓 |
| ARKK | ARK INNOVATION ETF | $4,596 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $4,751 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,834 | 0.00% | 63 | -532 | -89.4% | -$4.08万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $4,902 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $4,929 | 0.00% | 50 | 50 | — | $4,929 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $4,967 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $5,166 | 0.00% | 47 | 13 | 38.2% | $1,429 | 加仓 |
| HSY | HERSHEY CO COM | $5,197 | 0.00% | 25 | 25 | — | $5,197 | 新建仓 |
| — | TPG MTG INVTS TR INC COM NEW | $5,208 | 0.00% | 712 | 18 | 2.6% | $132 | 加仓 |
| CGAU | CENTERRA GOLD INC COM | $5,337 | 0.00% | 300 | 300 | — | $5,337 | 新建仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $5,354 | 0.00% | 57 | -3,747 | -98.5% | -$35.20万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC COM | $5,466 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD COM | $5,524 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $5,746 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5,909 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $5,944 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $5,951 | 0.00% | 22 | 22 | — | $5,951 | 新建仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $5,968 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $6,001 | 0.00% | 110 | -121,584 | -99.9% | -$663.30万 | 减仓 |
| ROKU | ROKU INC COM CL A | $6,150 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DX | DYNEX CAP INC COM | $6,283 | 0.00% | 492 | 11 | 2.3% | $140 | 加仓 |
| EQT | EQT CORP COM | $6,364 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $6,364 | 0.00% | 35 | 35 | — | $6,364 | 新建仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $6,668 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $6,710 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $6,928 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $6,954 | 0.00% | 467 | 5 | 1.1% | $74 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $7,140 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $7,143 | 0.00% | 187 | 40 | 27.2% | $1,528 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $7,262 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $7,329 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $7,353 | 0.00% | 1,313 | -1,696 | -56.4% | -$9,498 | 减仓 |
| SYM | SYMBOTIC INC CLASS A COM | $7,448 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $7,690 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $7,754 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8,201 | 0.00% | 208 | 208 | — | $8,201 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $8,245 | 0.00% | 19 | 19 | — | $8,245 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OPP COM | $8,465 | 0.00% | 1,485 | -700 | -32.0% | -$3,990 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $8,592 | 0.00% | 400 | 400 | — | $8,592 | 新建仓 |
| UTL | UNITIL CORP COM | $8,776 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $8,873 | 0.00% | 185 | 10 | 5.7% | $480 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $8,950 | 0.00% | 108 | 108 | — | $8,950 | 新建仓 |
| SOBO | SOUTH BOW CORP COM | $9,130 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $9,175 | 0.00% | 112 | 5 | 4.7% | $410 | 加仓 |
| UFO | PROCURE SPACE ETF | $9,186 | 0.00% | 205 | 205 | — | $9,186 | 新建仓 |