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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP ETF | $8,702 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $8,852 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $8,902 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8,973 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $8,979 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $9,002 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OPP COM | $9,118 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $9,127 | 0.00% | 410 | -1,233 | -75.0% | -$2.74万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $9,240 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $9,543 | 0.00% | 193 | -84 | -30.3% | -$4,153 | 减仓 |
| SOBO | SOUTH BOW CORP COM | $9,656 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $9,680 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.01万 | 0.00% | 94 | -42 | -30.9% | -$4,515 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $1.03万 | 0.00% | 173 | 109 | 170.3% | $6,468 | 加仓 |
| FE | FIRSTENERGY CORP COM | $1.03万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.04万 | 0.00% | 169 | 110 | 186.4% | $6,742 | 加仓 |
| GAB | GABELLI EQUITY TR INC COM | $1.08万 | 0.00% | 1,900 | -1,200 | -38.7% | -$6,792 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.08万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $1.10万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.11万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.13万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC COM | $1.15万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $1.17万 | 0.00% | 263 | 9 | 3.5% | $401 | 加仓 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $1.20万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.21万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1.21万 | 0.00% | 566 | -2,510 | -81.6% | -$5.37万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.24万 | 0.00% | 49 | -88 | -64.2% | -$2.22万 | 减仓 |
| AES | AES CORP COM | $1.24万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.24万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1.26万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC COM | $1.26万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.35万 | 0.00% | 287 | -65 | -18.5% | -$3,065 | 减仓 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1.36万 | 0.00% | 100 | -201 | -66.8% | -$2.73万 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.38万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.39万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.40万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.40万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.49万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $1.49万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP COM | $1.51万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $1.51万 | 0.00% | 262 | 2 | 0.8% | $116 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $1.52万 | 0.00% | 218 | 46 | 26.7% | $3,204 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.57万 | 0.00% | 508 | 5 | 1.0% | $154 | 加仓 |
| VNT | VONTIER CORPORATION COM | $1.59万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.59万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.60万 | 0.00% | 271 | -4 | -1.5% | -$236 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $1.63万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $1.64万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.67万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1.68万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.69万 | 0.00% | 136 | -204 | -60.0% | -$2.54万 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $1.69万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.73万 | 0.00% | 91 | -6 | -6.2% | -$1,143 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.75万 | 0.00% | 162 | 162 | — | $1.75万 | 新建仓 |
| RGLD | ROYAL GOLD INC COM | $1.80万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $1.88万 | 0.01% | 550 | -550 | -50.0% | -$1.88万 | 减仓 |
| EIX | EDISON INTL COM | $1.90万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.91万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.93万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1.95万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.96万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.98万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $1.98万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $2.01万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $2.01万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $2.01万 | 0.01% | 204 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $2.02万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2.04万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | $2.05万 | 0.01% | 1,525 | -675 | -30.7% | -$9,072 | 减仓 |
| CI | THE CIGNA GROUP COM | $2.10万 | 0.01% | 76 | 4 | 5.6% | $1,103 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $2.11万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $2.11万 | 0.01% | 2,592 | -360 | -12.2% | -$2,930 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.13万 | 0.01% | 221 | 4 | 1.8% | $386 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $2.14万 | 0.01% | 169 | 10 | 6.3% | $1,263 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $2.15万 | 0.01% | 679 | -6,560 | -90.6% | -$20.74万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.15万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $2.18万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $2.20万 | 0.01% | 1,061 | -195 | -15.5% | -$4,044 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $2.20万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $2.21万 | 0.01% | 1,984 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $2.23万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $2.23万 | 0.01% | 295 | 80 | 37.2% | $6,058 | 加仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $2.29万 | 0.01% | 140 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $2.31万 | 0.01% | 93 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $2.32万 | 0.01% | 453 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $2.33万 | 0.01% | 147 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $2.33万 | 0.01% | 137 | 6 | 4.6% | $1,022 | 加仓 |
| CTVA | CORTEVA INC COM | $2.37万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $2.38万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2.38万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.39万 | 0.01% | 543 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $2.41万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $2.46万 | 0.01% | 810 | 810 | — | $2.46万 | 新建仓 |
| AGNC | AGNC INVT CORP COM | $2.57万 | 0.01% | 2,355 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.62万 | 0.01% | 90 | 25 | 38.5% | $7,265 | 加仓 |
| BALL | BALL CORP COM | $2.63万 | 0.01% | 422 | 422 | — | $2.63万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $2.70万 | 0.01% | 231 | 0 | 0.0% | — | 不变 |