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 |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $41.78万 | 0.06% | 2,516 | -482 | -16.1% | -$8.00万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $41.97万 | 0.06% | 1,288 | -9 | -0.7% | -$2,933 | 减仓 |
| DOV | DOVER CORP COM | $42.55万 | 0.06% | 2,041 | 2 | 0.1% | $417 | 加仓 |
| LOW | LOWES COS INC COM | $43.29万 | 0.06% | 1,832 | -2 | -0.1% | -$473 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $44.03万 | 0.06% | 2,384 | 41 | 1.7% | $7,573 | 加仓 |
| RTX | RTX CORPORATION COM | $44.44万 | 0.06% | 2,304 | -329 | -12.5% | -$6.35万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $44.58万 | 0.06% | 3,939 | 95 | 2.5% | $1.08万 | 加仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $44.96万 | 0.06% | 13,392 | -363 | -2.6% | -$1.22万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $45.41万 | 0.06% | 1,382 | -156 | -10.1% | -$5.13万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $45.68万 | 0.06% | 5,360 | -855 | -13.8% | -$7.29万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $46.04万 | 0.06% | 1,585 | 164 | 11.5% | $4.76万 | 加仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $46.54万 | 0.06% | 3,291 | 112 | 3.5% | $1.58万 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $46.95万 | 0.06% | 9,309 | -1,190 | -11.3% | -$6.00万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $47.36万 | 0.07% | 1,115 | 411 | 58.4% | $17.46万 | 加仓 |
| WPC | WP CAREY INC COM | $47.67万 | 0.07% | 7,014 | -558 | -7.4% | -$3.79万 | 减仓 |
| LIN | LINDE PLC SHS | $47.89万 | 0.07% | 966 | -153 | -13.7% | -$7.59万 | 减仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $50.27万 | 0.07% | 7,167 | -321 | -4.3% | -$2.25万 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $50.48万 | 0.07% | 4,256 | 1,540 | 56.7% | $18.27万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $50.77万 | 0.07% | 3,125 | 1,082 | 53.0% | $17.58万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $51.91万 | 0.07% | 2,457 | 237 | 10.7% | $5.01万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $52.22万 | 0.07% | 2,909 | -1,389 | -32.3% | -$24.94万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $52.73万 | 0.07% | 1,536 | -43 | -2.7% | -$1.48万 | 减仓 |
| GWW | WW GRAINGER INC COM | $53.22万 | 0.07% | 488 | -65 | -11.8% | -$7.09万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $53.29万 | 0.07% | 8,161 | 2,540 | 45.2% | $16.59万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $53.82万 | 0.07% | 2,068 | -231 | -10.0% | -$6.01万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $53.93万 | 0.07% | 7,419 | 30 | 0.4% | $2,181 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $54.17万 | 0.07% | 7,531 | 2,771 | 58.2% | $19.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $54.39万 | 0.08% | 5,297 | 641 | 13.8% | $6.58万 | 加仓 |
| ECL | ECOLAB INC COM | $54.77万 | 0.08% | 2,059 | -192 | -8.5% | -$5.11万 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $55.73万 | 0.08% | 9,411 | -262 | -2.7% | -$1.55万 | 减仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $56.16万 | 0.08% | 8,164 | -1,574 | -16.2% | -$10.83万 | 减仓 |
| XYZ | BLOCK INC CL A | $56.39万 | 0.08% | 9,371 | 3,199 | 51.8% | $19.25万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $56.68万 | 0.08% | 411 | 1 | 0.2% | $1,379 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $56.77万 | 0.08% | 4,191 | 1,345 | 47.3% | $18.22万 | 加仓 |
| FAST | FASTENAL CO COM | $57.17万 | 0.08% | 12,320 | -1,110 | -8.3% | -$5.15万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $57.39万 | 0.08% | 2,415 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL-CAP ETF | $59.01万 | 0.08% | 2,253 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $60.23万 | 0.08% | 8,462 | 2,486 | 41.6% | $17.69万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $60.48万 | 0.08% | 47,176 | 13,861 | 41.6% | $17.77万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $60.62万 | 0.08% | 2,983 | -625 | -17.3% | -$12.70万 | 减仓 |
| CACI | CACI INTL INC CL A | $61.49万 | 0.08% | 1,131 | 310 | 37.8% | $16.85万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $61.85万 | 0.09% | 20,399 | -328 | -1.6% | -$9,945 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $63.79万 | 0.09% | 6,835 | -1,439 | -17.4% | -$13.43万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $63.92万 | 0.09% | 6,759 | -555 | -7.6% | -$5.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $64.11万 | 0.09% | 643 | -457 | -41.5% | -$45.57万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $64.17万 | 0.09% | 11,244 | 3,037 | 37.0% | $17.33万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $64.29万 | 0.09% | 1,358 | 369 | 37.3% | $17.47万 | 加仓 |
| — | ARCOSA INC COM | $65.81万 | 0.09% | 6,200 | 1,683 | 37.3% | $17.86万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $66.00万 | 0.09% | 1,263 | 239 | 23.3% | $12.49万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $66.54万 | 0.09% | 18,421 | 5,105 | 38.3% | $18.44万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $66.94万 | 0.09% | 13,732 | 3,382 | 32.7% | $16.49万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $67.88万 | 0.09% | 10,052 | 16 | 0.2% | $1,080 | 加仓 |
| PLD | PROLOGIS INC. COM | $68.40万 | 0.09% | 5,174 | 1,207 | 30.4% | $15.96万 | 加仓 |
| PEP | PEPSICO INC COM | $68.59万 | 0.09% | 4,417 | -1,942 | -30.5% | -$30.16万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $69.14万 | 0.10% | 1,820 | 350 | 23.8% | $13.30万 | 加仓 |
| ADBE | ADOBE INC COM | $69.73万 | 0.10% | 2,868 | 1,158 | 67.7% | $28.15万 | 加仓 |
| ABBV | ABBVIE INC COM | $71.33万 | 0.10% | 3,279 | -83 | -2.5% | -$1.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $73.15万 | 0.10% | 3,596 | 1,091 | 43.6% | $22.19万 | 加仓 |
| VIRT | VIRTU FINL INC CL A | $74.64万 | 0.10% | 16,971 | 4,398 | 35.0% | $19.34万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $74.70万 | 0.10% | 3,012 | -35 | -1.1% | -$8,680 | 减仓 |
| — | EXXON MOBIL CORP COM | $76.58万 | 0.11% | 4,514 | -545 | -10.8% | -$9.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $76.99万 | 0.11% | 8,289 | -3,583 | -30.2% | -$33.28万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $77.46万 | 0.11% | 5,164 | 1,167 | 29.2% | $17.51万 | 加仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $79.26万 | 0.11% | 2,793 | 779 | 38.7% | $22.11万 | 加仓 |
| LLY | ELI LILLY & CO COM | $79.81万 | 0.11% | 868 | -15 | -1.7% | -$1.38万 | 减仓 |
| META | META PLATFORMS INC CL A | $81.51万 | 0.11% | 1,425 | 2 | 0.1% | $1,144 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $82.62万 | 0.11% | 3,867 | 733 | 23.4% | $15.66万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $86.13万 | 0.12% | 16,585 | -4,631 | -21.8% | -$24.05万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $86.73万 | 0.12% | 9,681 | 2,143 | 28.4% | $19.20万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $86.78万 | 0.12% | 8,999 | 1,984 | 28.3% | $19.13万 | 加仓 |
| DE | DEERE & CO COM | $86.87万 | 0.12% | 1,542 | 304 | 24.6% | $17.13万 | 加仓 |
| ROL | ROLLINS INC COM | $87.77万 | 0.12% | 16,434 | -1,439 | -8.1% | -$7.69万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $89.82万 | 0.12% | 13,181 | 168 | 1.3% | $1.14万 | 加仓 |
| MSCI | MSCI INC COM | $90.92万 | 0.13% | 1,687 | -143 | -7.8% | -$7.71万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $92.95万 | 0.13% | 1,507 | -6 | -0.4% | -$3,701 | 减仓 |
| TSLA | TESLA INC COM | $93.11万 | 0.13% | 2,505 | 768 | 44.2% | $28.55万 | 加仓 |
| CE | CELANESE CORP DEL COM | $93.26万 | 0.13% | 14,180 | 3,193 | 29.1% | $21.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $94.66万 | 0.13% | 2,802 | 681 | 32.1% | $23.01万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $96.34万 | 0.13% | 9,919 | -39 | -0.4% | -$3,788 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $97.67万 | 0.13% | 10,531 | 73 | 0.7% | $6,770 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $97.88万 | 0.14% | 5,100 | -10 | -0.2% | -$1,919 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $102.05万 | 0.14% | 1,768 | -3 | -0.2% | -$1,732 | 减仓 |
| PWR | QUANTA SVCS INC COM | $103.59万 | 0.14% | 1,887 | 341 | 22.1% | $18.72万 | 加仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $104.85万 | 0.14% | 20,953 | 1,513 | 7.8% | $7.57万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $116.01万 | 0.16% | 1,594 | -282 | -15.0% | -$20.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $130.26万 | 0.18% | 8,905 | 4,263 | 91.8% | $62.36万 | 加仓 |
| GLD | SPDR GOLD SHARES | $132.70万 | 0.18% | 3,084 | -436 | -12.4% | -$18.76万 | 减仓 |
| CRM | SALESFORCE INC COM | $136.54万 | 0.19% | 7,314 | 871 | 13.5% | $16.26万 | 加仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $136.71万 | 0.19% | 27,380 | 27,380 | — | $136.71万 | 新建仓 |
| NKE | NIKE INC CL B | $139.46万 | 0.19% | 26,403 | 1,848 | 7.5% | $9.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $142.97万 | 0.20% | 5,284 | 286 | 5.7% | $7.74万 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $143.12万 | 0.20% | 6,542 | -135 | -2.0% | -$2.95万 | 减仓 |
| BA | BOEING CO COM | $161.80万 | 0.22% | 8,130 | 159 | 2.0% | $3.16万 | 加仓 |
| MBB | ISHARES MBS ETF | $162.66万 | 0.22% | 17,131 | 603 | 3.6% | $5.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $177.39万 | 0.24% | 6,082 | 136 | 2.3% | $3.97万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $178.81万 | 0.25% | 78,048 | 59,904 | 330.2% | $137.24万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $183.77万 | 0.25% | 6,391 | 445 | 7.5% | $12.80万 | 加仓 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $187.67万 | 0.26% | 40,923 | 443 | 1.1% | $2.03万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $196.67万 | 0.27% | 17,660 | 4,101 | 30.2% | $45.67万 | 加仓 |