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 |
|---|---|---|---|---|---|---|---|---|
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $9,360 | 0.00% | 2,000 | 2,000 | — | $9,360 | 新建仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $9,419 | 0.00% | 72 | 72 | — | $9,419 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $9,528 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $9,544 | 0.00% | 200 | -50 | -20.0% | -$2,386 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $9,997 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $1.00万 | 0.00% | 108 | 108 | — | $1.00万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $1.07万 | 0.00% | 192 | -109 | -36.2% | -$6,084 | 减仓 |
| DINO | HF SINCLAIR CORP COM | $1.07万 | 0.00% | 172 | 172 | — | $1.07万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.08万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $1.08万 | 0.00% | 11 | 11 | — | $1.08万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $1.08万 | 0.00% | 506 | 500 | 8,333.3% | $1.07万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $1.10万 | 0.00% | 217 | 56 | 34.8% | $2,837 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1.11万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $1.13万 | 0.00% | 254 | -175 | -40.8% | -$7,765 | 减仓 |
| SGDM | SPROTT GOLD MINERS ETF | $1.13万 | 0.00% | 150 | -50 | -25.0% | -$3,775 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.14万 | 0.00% | 84 | 27 | 47.4% | $3,675 | 加仓 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC COM | $1.16万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $1.18万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $1.19万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $1.19万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $1.19万 | 0.00% | 844 | 143 | 20.4% | $2,015 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.19万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.19万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.19万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $1.20万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.22万 | 0.00% | 123 | 103 | 515.0% | $1.02万 | 加仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $1.26万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $1.28万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.29万 | 0.00% | 736 | 221 | 42.9% | $3,883 | 加仓 |
| MCK | MCKESSON CORP COM | $1.30万 | 0.00% | 15 | 15 | — | $1.30万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1.30万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.32万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.34万 | 0.00% | 136 | -82 | -37.6% | -$8,067 | 减仓 |
| VTR | VENTAS INC COM | $1.37万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC COM | $1.38万 | 0.00% | 301 | -363 | -54.7% | -$1.66万 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $1.39万 | 0.00% | 301 | 70 | 30.3% | $3,231 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.40万 | 0.00% | 420 | 86 | 25.7% | $2,857 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.40万 | 0.00% | 20 | 4 | 25.0% | $2,791 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.40万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $1.41万 | 0.00% | 88 | 88 | — | $1.41万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.47万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1.48万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $1.50万 | 0.00% | 260 | -24 | -8.5% | -$1,385 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.55万 | 0.00% | 503 | 3 | 0.6% | $92 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.56万 | 0.00% | 640 | 640 | — | $1.56万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP COM | $1.58万 | 0.00% | 290 | -265 | -47.7% | -$1.45万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.60万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.61万 | 0.00% | 131 | 131 | — | $1.61万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.61万 | 0.00% | 35 | 14 | 66.7% | $6,454 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.62万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC SHS NEW | $1.63万 | 0.00% | 200 | -100 | -33.3% | -$8,160 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.63万 | 0.00% | 352 | -17 | -4.6% | -$788 | 减仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.64万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.67万 | 0.00% | 244 | 244 | — | $1.67万 | 新建仓 |
| CME | CME GROUP INC COM | $1.68万 | 0.00% | 57 | 31 | 119.2% | $9,156 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1.71万 | 0.00% | 155 | 155 | — | $1.71万 | 新建仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.73万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC COM | $1.74万 | 0.00% | 3,100 | -500 | -13.9% | -$2,800 | 减仓 |
| CCI | CROWN CASTLE INC COM | $1.75万 | 0.00% | 215 | -48 | -18.3% | -$3,903 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.75万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.84万 | 0.00% | 97 | -59 | -37.8% | -$1.12万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.86万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $1.87万 | 0.00% | 255 | 66 | 34.9% | $4,830 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1.88万 | 0.00% | 55 | 55 | — | $1.88万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $1.92万 | 0.00% | 72 | -83 | -53.5% | -$2.21万 | 减仓 |
| APH | AMPHENOL CORP CL A | $1.93万 | 0.00% | 153 | 153 | — | $1.93万 | 新建仓 |
| VNT | VONTIER CORPORATION COM | $1.94万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.98万 | 0.00% | 272 | 71 | 35.3% | $5,167 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $2.06万 | 0.00% | 14 | 14 | — | $2.06万 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $2.07万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.08万 | 0.00% | 217 | 3 | 1.4% | $287 | 加仓 |
| WTFC | WINTRUST FINL CORP COM | $2.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2.14万 | 0.00% | 220 | -67 | -23.3% | -$6,510 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $2.18万 | 0.00% | 340 | 155 | 83.8% | $9,954 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2.19万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $2.21万 | 0.00% | 147 | 12 | 8.9% | $1,804 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.22万 | 0.00% | 159 | -18 | -10.2% | -$2,509 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $2.23万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.24万 | 0.00% | 65 | -58 | -47.2% | -$2.00万 | 减仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $2.27万 | 0.00% | 500 | -150 | -23.1% | -$6,810 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $2.28万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $2.29万 | 0.00% | 90 | -33 | -26.8% | -$8,398 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $2.29万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $2.32万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $2.33万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.34万 | 0.00% | 543 | 94 | 20.9% | $4,057 | 加仓 |
| CTVA | CORTEVA INC COM | $2.34万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $2.36万 | 0.00% | 2,355 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | $2.36万 | 0.00% | 2,200 | -375 | -14.6% | -$4,028 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.36万 | 0.00% | 144 | 144 | — | $2.36万 | 新建仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $2.38万 | 0.00% | 511 | -10 | -1.9% | -$467 | 减仓 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $2.41万 | 0.00% | 502 | -8,329 | -94.3% | -$39.96万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.44万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $2.48万 | 0.00% | 1,984 | 1,984 | — | $2.48万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $2.49万 | 0.00% | 137 | -4,496 | -97.0% | -$81.57万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $2.51万 | 0.00% | 2,952 | -1,491 | -33.6% | -$1.27万 | 减仓 |