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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC COM | $15.79万 | 0.04% | 418 | 66 | 18.8% | $2.49万 | 加仓 |
| PFE | PFIZER INC COM | $16.01万 | 0.04% | 6,648 | 63 | 1.0% | $1,517 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $16.17万 | 0.04% | 705 | -53 | -7.0% | -$1.22万 | 减仓 |
| GL | GLOBE LIFE INC COM | $16.17万 | 0.04% | 905 | -1,218 | -57.4% | -$21.76万 | 减仓 |
| UNP | UNION PAC CORP COM | $16.32万 | 0.05% | 600 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $16.43万 | 0.05% | 1,378 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $16.78万 | 0.05% | 1,746 | -2,020 | -53.6% | -$19.42万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $16.92万 | 0.05% | 222 | -18 | -7.5% | -$1.37万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $16.92万 | 0.05% | 1,440 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $17.14万 | 0.05% | 2,026 | 383 | 23.3% | $3.24万 | 加仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $17.31万 | 0.05% | 565 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $17.34万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $17.42万 | 0.05% | 3,024 | 604 | 25.0% | $3.48万 | 加仓 |
| AZO | AUTOZONE INC COM | $17.58万 | 0.05% | 55 | -47 | -46.1% | -$15.02万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $17.63万 | 0.05% | 2,040 | 156 | 8.3% | $1.35万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $18.04万 | 0.05% | 3,201 | -141 | -4.2% | -$7,948 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $18.52万 | 0.05% | 361 | -14 | -3.7% | -$7,182 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $18.55万 | 0.05% | 4,113 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $18.74万 | 0.05% | 640 | -45 | -6.6% | -$1.32万 | 减仓 |
| MPC | MARATHON PETE CORP COM | $19.43万 | 0.05% | 760 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $19.52万 | 0.05% | 2,021 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $19.69万 | 0.05% | 2,245 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $19.83万 | 0.06% | 531 | 1 | 0.2% | $373 | 加仓 |
| MTN | VAIL RESORTS INC COM | $19.86万 | 0.06% | 1,459 | -136 | -8.5% | -$1.85万 | 减仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $19.94万 | 0.06% | 5,678 | 465 | 8.9% | $1.63万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $20.17万 | 0.06% | 1,578 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $20.23万 | 0.06% | 2,448 | -81 | -3.2% | -$6,693 | 减仓 |
| TER | TERADYNE INC COM | $20.32万 | 0.06% | 420 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $20.44万 | 0.06% | 4,264 | -3,640 | -46.1% | -$17.45万 | 减仓 |
| ARGT | GLOBAL X MSCI ARGENTINA ETF | $20.84万 | 0.06% | 2,282 | -241 | -9.6% | -$2.20万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $21.10万 | 0.06% | 4,290 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $21.12万 | 0.06% | 3,394 | -196 | -5.5% | -$1.22万 | 减仓 |
| ARGX | ARGENX SE SPONSORED ADR | $21.34万 | 0.06% | 230 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC COM | $21.40万 | 0.06% | 962 | -54 | -5.3% | -$1.20万 | 减仓 |
| COR | CENCORA INC COM | $21.59万 | 0.06% | 763 | -374 | -32.9% | -$10.58万 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $21.84万 | 0.06% | 4,734 | -424 | -8.2% | -$1.96万 | 减仓 |
| DOW | DOW HLDGS INC COM | $22.48万 | 0.06% | 8,217 | -643 | -7.3% | -$1.76万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $22.85万 | 0.06% | 755 | -2 | -0.3% | -$605 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $23.26万 | 0.06% | 2,277 | 1,729 | 315.5% | $17.67万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $23.99万 | 0.07% | 4,387 | -574 | -11.6% | -$3.14万 | 减仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $24.27万 | 0.07% | 4,814 | -4,495 | -48.3% | -$22.66万 | 减仓 |
| CMS | CMS ENERGY CORP COM | $24.32万 | 0.07% | 3,179 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $24.45万 | 0.07% | 1,787 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $24.85万 | 0.07% | 1,696 | -1,051 | -38.3% | -$15.40万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $25.02万 | 0.07% | 1,687 | 9 | 0.5% | $1,335 | 加仓 |
| PNR | PENTAIR PLC SHS | $25.62万 | 0.07% | 3,343 | -375 | -10.1% | -$2.87万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $25.94万 | 0.07% | 1,313 | -9 | -0.7% | -$1,778 | 减仓 |
| IAU | ISHARES GOLD TRUST | $26.25万 | 0.07% | 3,476 | 91 | 2.7% | $6,872 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $26.44万 | 0.07% | 781 | -82 | -9.5% | -$2.78万 | 减仓 |
| ERIE | ERIE INDTY CO CL A | $26.50万 | 0.07% | 1,105 | -82 | -6.9% | -$1.97万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $26.55万 | 0.07% | 1,154 | -86 | -6.9% | -$1.98万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $26.85万 | 0.07% | 659 | -36 | -5.2% | -$1.47万 | 减仓 |
| T | AT&T INC COM | $27.01万 | 0.08% | 13,047 | -556 | -4.1% | -$1.15万 | 减仓 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $27.32万 | 0.08% | 2,570 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $27.52万 | 0.08% | 2,333 | -64 | -2.7% | -$7,551 | 减仓 |
| BRO | BROWN & BROWN INC COM | $27.58万 | 0.08% | 4,299 | -380 | -8.1% | -$2.44万 | 减仓 |
| ETN | EATON CORP PLC SHS | $27.70万 | 0.08% | 650 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $27.78万 | 0.08% | 2,911 | -254 | -8.0% | -$2.42万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $28.44万 | 0.08% | 1,942 | 2 | 0.1% | $293 | 加仓 |
| AOS | SMITH A O CORP COM | $28.49万 | 0.08% | 4,542 | -239 | -5.0% | -$1.50万 | 减仓 |
| CMI | CUMMINS INC COM | $28.60万 | 0.08% | 401 | -17 | -4.1% | -$1.21万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $29.11万 | 0.08% | 1,924 | -56 | -2.8% | -$8,474 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $29.16万 | 0.08% | 566 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $30.11万 | 0.08% | 1,771 | -94 | -5.0% | -$1.60万 | 减仓 |
| HRL | HORMEL FOODS CORP COM | $30.14万 | 0.08% | 12,144 | -2,491 | -17.0% | -$6.18万 | 减仓 |
| BF/B | BROWN FORMAN CORP CL B | $30.33万 | 0.08% | 11,382 | -1,153 | -9.2% | -$3.07万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $30.36万 | 0.08% | 1,957 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $30.55万 | 0.08% | 3,905 | -170 | -4.2% | -$1.33万 | 减仓 |
| QCOM | QUALCOMM INC COM | $30.62万 | 0.09% | 1,657 | -51 | -3.0% | -$9,423 | 减仓 |
| VTV | VANGUARD VALUE ETF | $30.89万 | 0.09% | 1,417 | 17 | 1.2% | $3,705 | 加仓 |
| KVUE | KENVUE INC COM | $30.92万 | 0.09% | 16,180 | -1,634 | -9.2% | -$3.12万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $31.22万 | 0.09% | 7,201 | -635 | -8.1% | -$2.75万 | 减仓 |
| SYY | SYSCO CORP COM | $31.60万 | 0.09% | 3,781 | -318 | -7.8% | -$2.66万 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $31.61万 | 0.09% | 3,980 | 711 | 21.7% | $5.65万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $31.67万 | 0.09% | 3,491 | -1,806 | -34.1% | -$16.39万 | 减仓 |
| ADC | AGREE RLTY CORP COM | $32.15万 | 0.09% | 4,245 | -234 | -5.2% | -$1.77万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $32.58万 | 0.09% | 2,866 | -230 | -7.4% | -$2.61万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $32.74万 | 0.09% | 1,833 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $32.82万 | 0.09% | 2,401 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $33.25万 | 0.09% | 3,748 | -165 | -4.2% | -$1.46万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $33.93万 | 0.09% | 3,939 | 21 | 0.5% | $1,809 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $34.15万 | 0.09% | 7,815 | -487 | -5.9% | -$2.13万 | 减仓 |
| GEV | GE VERNOVA INC COM | $34.55万 | 0.10% | 294 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $34.82万 | 0.10% | 2,357 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $35.01万 | 0.10% | 1,160 | -139 | -10.7% | -$4.20万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $35.14万 | 0.10% | 3,202 | -313 | -8.9% | -$3.44万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $35.20万 | 0.10% | 512 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $35.39万 | 0.10% | 1,214 | -99 | -7.5% | -$2.89万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $35.52万 | 0.10% | 2,878 | -300 | -9.4% | -$3.70万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $35.57万 | 0.10% | 4,922 | -464 | -8.6% | -$3.35万 | 减仓 |
| O | REALTY INCOME CORP COM | $35.58万 | 0.10% | 5,743 | -491 | -7.9% | -$3.04万 | 减仓 |
| PPG | PPG INDS INC COM | $35.70万 | 0.10% | 2,943 | -252 | -7.9% | -$3.06万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $35.82万 | 0.10% | 5,158 | 536 | 11.6% | $3.72万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $35.94万 | 0.10% | 3,819 | -391 | -9.3% | -$3.68万 | 减仓 |
| C | CITIGROUP INC COM NEW | $36.18万 | 0.10% | 2,585 | -110 | -4.1% | -$1.54万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $36.28万 | 0.10% | 376 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $36.52万 | 0.10% | 4,876 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP COM | $36.54万 | 0.10% | 2,706 | -203 | -7.0% | -$2.74万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $37.16万 | 0.10% | 2,280 | -239 | -9.5% | -$3.90万 | 减仓 |
| TGT | TARGET CORP COM | $37.31万 | 0.10% | 2,856 | -361 | -11.2% | -$4.72万 | 减仓 |