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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW COM | $19.68万 | 0.03% | 1,232 | -302 | -19.7% | -$4.82万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $20.13万 | 0.03% | 2,529 | -248 | -8.9% | -$1.97万 | 减仓 |
| NFLX | NETFLIX INC. COM | $20.23万 | 0.03% | 2,104 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC COM | $20.47万 | 0.03% | 1,595 | 236 | 17.4% | $3.03万 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $20.51万 | 0.03% | 2,245 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $20.85万 | 0.03% | 1,678 | 3 | 0.2% | $373 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $21.35万 | 0.03% | 3,403 | -2,116 | -38.3% | -$13.28万 | 减仓 |
| QCOM | QUALCOMM INC COM | $22.00万 | 0.03% | 1,708 | -364 | -17.6% | -$4.69万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $22.37万 | 0.03% | 3,324 | 3,324 | — | $22.37万 | 新建仓 |
| CMI | CUMMINS INC COM | $22.49万 | 0.03% | 418 | -3 | -0.7% | -$1,614 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $22.53万 | 0.03% | 566 | 4 | 0.7% | $1,592 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $22.56万 | 0.03% | 4,961 | 122 | 2.5% | $5,547 | 加仓 |
| ETN | EATON CORP PLC SHS | $23.25万 | 0.03% | 650 | 43 | 7.1% | $1.54万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $23.42万 | 0.03% | 1,787 | -31 | -1.7% | -$4,063 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $23.50万 | 0.03% | 5,158 | -290 | -5.3% | -$1.32万 | 减仓 |
| ARGT | GLOBAL X MSCI ARGENTINA ETF | $23.55万 | 0.03% | 2,523 | -699 | -21.7% | -$6.52万 | 减仓 |
| CPRT | COPART INC COM | $23.71万 | 0.03% | 7,143 | -2,914 | -29.0% | -$9.67万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $24.09万 | 0.03% | 2,570 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID-CAP VALUE ETF | $24.36万 | 0.03% | 1,322 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $24.66万 | 0.03% | 3,179 | 17 | 0.5% | $1,319 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.86万 | 0.03% | 1,940 | 1 | 0.1% | $128 | 加仓 |
| GPC | GENUINE PARTS CO COM | $25.35万 | 0.03% | 2,397 | 102 | 4.4% | $1.08万 | 加仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $25.51万 | 0.04% | 4,622 | 154 | 3.4% | $8,501 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $25.60万 | 0.04% | 203 | -194 | -48.9% | -$24.47万 | 减仓 |
| GEV | GE VERNOVA INC COM | $25.67万 | 0.04% | 294 | 45 | 18.1% | $3.93万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $25.87万 | 0.04% | 940 | 14 | 1.5% | $3,853 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $26.04万 | 0.04% | 3,639 | -1,299 | -26.3% | -$9.30万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $26.53万 | 0.04% | 1,833 | -26 | -1.4% | -$3,762 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $26.55万 | 0.04% | 4,253 | 4,253 | — | $26.55万 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $26.90万 | 0.04% | 1,240 | 387 | 45.4% | $8.40万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $27.28万 | 0.04% | 555 | -501 | -47.4% | -$24.63万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $27.29万 | 0.04% | 3,766 | -4,545 | -54.7% | -$32.93万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $27.46万 | 0.04% | 1,400 | 4 | 0.3% | $785 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $27.91万 | 0.04% | 3,096 | 152 | 5.2% | $1.37万 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $28.44万 | 0.04% | 2,401 | -33 | -1.4% | -$3,909 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $28.51万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $29.05万 | 0.04% | 7,904 | -1,733 | -18.0% | -$6.37万 | 减仓 |
| SYY | SYSCO CORP COM | $29.23万 | 0.04% | 4,099 | 78 | 1.9% | $5,563 | 加仓 |
| GL | GLOBE LIFE INC COM | $29.55万 | 0.04% | 2,123 | -1,026 | -32.6% | -$14.28万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $29.57万 | 0.04% | 695 | 22 | 3.3% | $9,361 | 加仓 |
| ERIE | ERIE INDTY CO CL A | $29.84万 | 0.04% | 1,187 | 212 | 21.7% | $5.33万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $29.84万 | 0.04% | 3,385 | -1,459 | -30.1% | -$12.86万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $29.91万 | 0.04% | 10,417 | -6,472 | -38.3% | -$18.58万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $29.91万 | 0.04% | 4,210 | 50 | 1.2% | $3,553 | 加仓 |
| INTU | INTUIT COM | $30.09万 | 0.04% | 696 | -202 | -22.5% | -$8.73万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $30.30万 | 0.04% | 3,269 | -6,435 | -66.3% | -$59.65万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $30.51万 | 0.04% | 4,679 | 1,269 | 37.2% | $8.27万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $30.55万 | 0.04% | 863 | -31 | -3.5% | -$1.10万 | 减仓 |
| C | CITIGROUP INC COM NEW | $30.56万 | 0.04% | 2,695 | -271 | -9.1% | -$3.07万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $30.61万 | 0.04% | 512 | -74 | -12.6% | -$4.42万 | 减仓 |
| KVUE | KENVUE INC COM | $30.71万 | 0.04% | 17,814 | 1,681 | 10.4% | $2.90万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $31.13万 | 0.04% | 1,980 | -66 | -3.2% | -$1.04万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $31.15万 | 0.04% | 7,836 | -29,159 | -78.8% | -$115.91万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $31.19万 | 0.04% | 2,574 | -210 | -7.5% | -$2.54万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $31.23万 | 0.04% | 2,357 | -29 | -1.2% | -$3,843 | 减仓 |
| AOS | SMITH A O CORP COM | $31.52万 | 0.04% | 4,781 | 226 | 5.0% | $1.49万 | 加仓 |
| CTAS | CINTAS CORP COM | $31.54万 | 0.04% | 1,865 | 98 | 5.5% | $1.66万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $31.63万 | 0.04% | 2,011 | -1,698 | -45.8% | -$26.71万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $31.70万 | 0.04% | 2,006 | -1,748 | -46.6% | -$27.63万 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $31.77万 | 0.04% | 1,313 | 47 | 3.7% | $1.14万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $31.81万 | 0.04% | 1,269 | 48 | 3.9% | $1.20万 | 加仓 |
| PNR | PENTAIR PLC SHS | $32.38万 | 0.04% | 3,718 | 170 | 4.8% | $1.48万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $32.79万 | 0.05% | 7,239 | -4,440 | -38.0% | -$20.11万 | 减仓 |
| CLX | CLOROX CO DEL COM | $32.80万 | 0.05% | 3,165 | 336 | 11.9% | $3.48万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $33.14万 | 0.05% | 12,535 | 901 | 7.7% | $2.38万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $33.15万 | 0.05% | 14,635 | 2,977 | 25.5% | $6.74万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $33.76万 | 0.05% | 3,178 | 49 | 1.6% | $5,205 | 加仓 |
| ADC | AGREE RLTY CORP COM | $33.76万 | 0.05% | 4,479 | -11 | -0.2% | -$829 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $33.91万 | 0.05% | 3,515 | 756 | 27.4% | $7.29万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $34.09万 | 0.05% | 1,827 | -7 | -0.4% | -$1,306 | 减仓 |
| PPG | PPG INDS INC COM | $34.15万 | 0.05% | 3,195 | 139 | 4.5% | $1.49万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC COM | $34.27万 | 0.05% | 14,508 | -70 | -0.5% | -$1,653 | 减仓 |
| AZO | AUTOZONE INC COM | $34.45万 | 0.05% | 102 | -56 | -35.4% | -$18.92万 | 减仓 |
| NDSN | NORDSON CORP COM | $34.57万 | 0.05% | 1,299 | -57 | -4.2% | -$1.52万 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $34.82万 | 0.05% | 3,913 | -487 | -11.1% | -$4.33万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $34.96万 | 0.05% | 887 | 10 | 1.1% | $3,941 | 加仓 |
| EME | EMCOR GROUP INC COM | $35.07万 | 0.05% | 475 | 6 | 1.3% | $4,430 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $35.12万 | 0.05% | 1,524 | 5 | 0.3% | $1,152 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $35.31万 | 0.05% | 4,075 | -81 | -1.9% | -$7,018 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $35.66万 | 0.05% | 4,876 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC COM | $35.72万 | 0.05% | 1,137 | -716 | -38.6% | -$22.49万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $36.08万 | 0.05% | 2,519 | -331 | -11.6% | -$4.74万 | 减仓 |
| DOW | DOW HLDGS INC COM | $36.90万 | 0.05% | 8,860 | -88 | -1.0% | -$3,665 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $37.31万 | 0.05% | 5,386 | 73 | 1.4% | $5,057 | 加仓 |
| O | REALTY INCOME CORP COM | $38.14万 | 0.05% | 6,234 | -87 | -1.4% | -$5,323 | 减仓 |
| NUE | NUCOR CORP COM | $38.77万 | 0.05% | 2,293 | -148 | -6.1% | -$2.50万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $38.95万 | 0.05% | 2,727 | -958 | -26.0% | -$13.68万 | 减仓 |
| TGT | TARGET CORP COM | $38.99万 | 0.05% | 3,217 | 18 | 0.6% | $2,182 | 加仓 |
| EMR | EMERSON ELEC CO COM | $39.23万 | 0.05% | 2,995 | -74 | -2.4% | -$9,694 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $39.41万 | 0.05% | 2,904 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $39.43万 | 0.05% | 13,603 | -743 | -5.2% | -$2.15万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $39.72万 | 0.05% | 1,957 | 3 | 0.2% | $609 | 加仓 |
| AFL | AFLAC INC COM | $39.82万 | 0.05% | 3,629 | 98 | 2.8% | $1.08万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $40.21万 | 0.06% | 8,302 | -723 | -8.0% | -$3.50万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $40.23万 | 0.06% | 2,557 | 27 | 1.1% | $4,248 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $40.24万 | 0.06% | 2,757 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $40.41万 | 0.06% | 2,747 | -407 | -12.9% | -$5.99万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $40.78万 | 0.06% | 4,925 | 2,096 | 74.1% | $17.36万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $41.08万 | 0.06% | 1,910 | -503 | -20.8% | -$10.82万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $41.62万 | 0.06% | 1,661 | 15 | 0.9% | $3,759 | 加仓 |