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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP COM | $66.94万 | 0.09% | 13,732 | 3,382 | 32.7% | $16.49万 | 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 |
| ULTA | ULTA BEAUTY INC COM | $66.00万 | 0.09% | 1,263 | 239 | 23.3% | $12.49万 | 加仓 |
| — | ARCOSA INC COM | $65.81万 | 0.09% | 6,200 | 1,683 | 37.3% | $17.86万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $64.29万 | 0.09% | 1,358 | 369 | 37.3% | $17.47万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $64.17万 | 0.09% | 11,244 | 3,037 | 37.0% | $17.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $64.11万 | 0.09% | 643 | -457 | -41.5% | -$45.57万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $63.92万 | 0.09% | 6,759 | -555 | -7.6% | -$5.25万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $63.79万 | 0.09% | 6,835 | -1,439 | -17.4% | -$13.43万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $61.85万 | 0.09% | 20,399 | -328 | -1.6% | -$9,945 | 减仓 |
| CACI | CACI INTL INC CL A | $61.49万 | 0.08% | 1,131 | 310 | 37.8% | $16.85万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $60.62万 | 0.08% | 2,983 | -625 | -17.3% | -$12.70万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC COM | $60.48万 | 0.08% | 47,176 | 13,861 | 41.6% | $17.77万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $60.23万 | 0.08% | 8,462 | 2,486 | 41.6% | $17.69万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $59.01万 | 0.08% | 2,253 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $57.39万 | 0.08% | 2,415 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $57.17万 | 0.08% | 12,320 | -1,110 | -8.3% | -$5.15万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $56.77万 | 0.08% | 4,191 | 1,345 | 47.3% | $18.22万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $56.68万 | 0.08% | 411 | 1 | 0.2% | $1,379 | 加仓 |
| XYZ | BLOCK INC CL A | $56.39万 | 0.08% | 9,371 | 3,199 | 51.8% | $19.25万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $56.16万 | 0.08% | 8,164 | -1,574 | -16.2% | -$10.83万 | 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 |
| ECL | ECOLAB INC COM | $54.77万 | 0.08% | 2,059 | -192 | -8.5% | -$5.11万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $54.39万 | 0.08% | 5,297 | 641 | 13.8% | $6.58万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $54.17万 | 0.07% | 7,531 | 2,771 | 58.2% | $19.93万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $53.93万 | 0.07% | 7,419 | 30 | 0.4% | $2,181 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $53.82万 | 0.07% | 2,068 | -231 | -10.0% | -$6.01万 | 减仓 |
| SOLV | SOLVENTUM CORP COM SHS | $53.29万 | 0.07% | 8,161 | 2,540 | 45.2% | $16.59万 | 加仓 |
| GWW | WW GRAINGER INC COM | $53.22万 | 0.07% | 488 | -65 | -11.8% | -$7.09万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $52.73万 | 0.07% | 1,536 | -43 | -2.7% | -$1.48万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $52.22万 | 0.07% | 2,909 | -1,389 | -32.3% | -$24.94万 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $51.91万 | 0.07% | 2,457 | 237 | 10.7% | $5.01万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $50.77万 | 0.07% | 3,125 | 1,082 | 53.0% | $17.58万 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $50.48万 | 0.07% | 4,256 | 1,540 | 56.7% | $18.27万 | 加仓 |
| 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 |
| LIN | LINDE PLC SHS | $47.89万 | 0.07% | 966 | -153 | -13.7% | -$7.59万 | 减仓 |
| WPC | WP CAREY INC COM | $47.67万 | 0.07% | 7,014 | -558 | -7.4% | -$3.79万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $47.36万 | 0.07% | 1,115 | 411 | 58.4% | $17.46万 | 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 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $46.54万 | 0.06% | 3,291 | 112 | 3.5% | $1.58万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $46.04万 | 0.06% | 1,585 | 164 | 11.5% | $4.76万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $45.68万 | 0.06% | 5,360 | -855 | -13.8% | -$7.29万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $45.41万 | 0.06% | 1,382 | -156 | -10.1% | -$5.13万 | 减仓 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $44.96万 | 0.06% | 13,392 | -363 | -2.6% | -$1.22万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $44.58万 | 0.06% | 3,939 | 95 | 2.5% | $1.08万 | 加仓 |
| RTX | RTX CORPORATION COM | $44.44万 | 0.06% | 2,304 | -329 | -12.5% | -$6.35万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $44.03万 | 0.06% | 2,384 | 41 | 1.7% | $7,573 | 加仓 |
| LOW | LOWES COS INC COM | $43.29万 | 0.06% | 1,832 | -2 | -0.1% | -$473 | 减仓 |
| DOV | DOVER CORP COM | $42.55万 | 0.06% | 2,041 | 2 | 0.1% | $417 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $41.97万 | 0.06% | 1,288 | -9 | -0.7% | -$2,933 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $41.78万 | 0.06% | 2,516 | -482 | -16.1% | -$8.00万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $41.62万 | 0.06% | 1,661 | 15 | 0.9% | $3,759 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $41.08万 | 0.06% | 1,910 | -503 | -20.8% | -$10.82万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $40.78万 | 0.06% | 4,925 | 2,096 | 74.1% | $17.36万 | 加仓 |
| ORCL | ORACLE CORP COM | $40.41万 | 0.06% | 2,747 | -407 | -12.9% | -$5.99万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $40.24万 | 0.06% | 2,757 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $40.23万 | 0.06% | 2,557 | 27 | 1.1% | $4,248 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $40.21万 | 0.06% | 8,302 | -723 | -8.0% | -$3.50万 | 减仓 |
| AFL | AFLAC INC COM | $39.82万 | 0.05% | 3,629 | 98 | 2.8% | $1.08万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $39.72万 | 0.05% | 1,957 | 3 | 0.2% | $609 | 加仓 |
| T | AT&T INC COM | $39.43万 | 0.05% | 13,603 | -743 | -5.2% | -$2.15万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $39.41万 | 0.05% | 2,904 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $39.23万 | 0.05% | 2,995 | -74 | -2.4% | -$9,694 | 减仓 |
| TGT | TARGET CORP COM | $38.99万 | 0.05% | 3,217 | 18 | 0.6% | $2,182 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $38.95万 | 0.05% | 2,727 | -958 | -26.0% | -$13.68万 | 减仓 |
| NUE | NUCOR CORP COM | $38.77万 | 0.05% | 2,293 | -148 | -6.1% | -$2.50万 | 减仓 |
| O | REALTY INCOME CORP COM | $38.14万 | 0.05% | 6,234 | -87 | -1.4% | -$5,323 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $37.31万 | 0.05% | 5,386 | 73 | 1.4% | $5,057 | 加仓 |
| DOW | DOW HLDGS INC COM | $36.90万 | 0.05% | 8,860 | -88 | -1.0% | -$3,665 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $36.08万 | 0.05% | 2,519 | -331 | -11.6% | -$4.74万 | 减仓 |
| COR | CENCORA INC COM | $35.72万 | 0.05% | 1,137 | -716 | -38.6% | -$22.49万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $35.66万 | 0.05% | 4,876 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $35.31万 | 0.05% | 4,075 | -81 | -1.9% | -$7,018 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $35.12万 | 0.05% | 1,524 | 5 | 0.3% | $1,152 | 加仓 |
| EME | EMCOR GROUP INC COM | $35.07万 | 0.05% | 475 | 6 | 1.3% | $4,430 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $34.96万 | 0.05% | 887 | 10 | 1.1% | $3,941 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $34.82万 | 0.05% | 3,913 | -487 | -11.1% | -$4.33万 | 减仓 |
| NDSN | NORDSON CORP COM | $34.57万 | 0.05% | 1,299 | -57 | -4.2% | -$1.52万 | 减仓 |
| AZO | AUTOZONE INC COM | $34.45万 | 0.05% | 102 | -56 | -35.4% | -$18.92万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC COM | $34.27万 | 0.05% | 14,508 | -70 | -0.5% | -$1,653 | 减仓 |
| PPG | PPG INDS INC COM | $34.15万 | 0.05% | 3,195 | 139 | 4.5% | $1.49万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $34.09万 | 0.05% | 1,827 | -7 | -0.4% | -$1,306 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $33.91万 | 0.05% | 3,515 | 756 | 27.4% | $7.29万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $33.76万 | 0.05% | 4,479 | -11 | -0.2% | -$829 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $33.76万 | 0.05% | 3,178 | 49 | 1.6% | $5,205 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $33.15万 | 0.05% | 14,635 | 2,977 | 25.5% | $6.74万 | 加仓 |
| BF/B | BROWN FORMAN CORP CL B | $33.14万 | 0.05% | 12,535 | 901 | 7.7% | $2.38万 | 加仓 |
| CLX | CLOROX CO DEL COM | $32.80万 | 0.05% | 3,165 | 336 | 11.9% | $3.48万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $32.79万 | 0.05% | 7,239 | -4,440 | -38.0% | -$20.11万 | 减仓 |
| PNR | PENTAIR PLC SHS | $32.38万 | 0.04% | 3,718 | 170 | 4.8% | $1.48万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $31.81万 | 0.04% | 1,269 | 48 | 3.9% | $1.20万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $31.77万 | 0.04% | 1,313 | 47 | 3.7% | $1.14万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $31.70万 | 0.04% | 2,006 | -1,748 | -46.6% | -$27.63万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $31.63万 | 0.04% | 2,011 | -1,698 | -45.8% | -$26.71万 | 减仓 |
| CTAS | CINTAS CORP COM | $31.54万 | 0.04% | 1,865 | 98 | 5.5% | $1.66万 | 加仓 |
| AOS | SMITH A O CORP COM | $31.52万 | 0.04% | 4,781 | 226 | 5.0% | $1.49万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $31.23万 | 0.04% | 2,357 | -29 | -1.2% | -$3,843 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $31.19万 | 0.04% | 2,574 | -210 | -7.5% | -$2.54万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $31.15万 | 0.04% | 7,836 | -29,159 | -78.8% | -$115.91万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $31.13万 | 0.04% | 1,980 | -66 | -3.2% | -$1.04万 | 减仓 |