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 |
|---|---|---|---|---|---|---|---|---|
| HCA | HCA HEALTHCARE INC COM | $76.46万 | 0.21% | 1,961 | 603 | 44.4% | $23.51万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $76.23万 | 0.21% | 1,690 | 427 | 33.8% | $19.26万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.21% | 1 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $74.62万 | 0.21% | 1,325 | -100 | -7.0% | -$5.63万 | 减仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $74.51万 | 0.21% | 9,784 | 8,367 | 590.5% | $63.72万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $74.31万 | 0.21% | 10,298 | 2,767 | 36.7% | $19.97万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $73.17万 | 0.20% | 2,415 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $72.14万 | 0.20% | 7,528 | 2,603 | 52.9% | $24.95万 | 加仓 |
| ADBE | ADOBE INC COM | $72.07万 | 0.20% | 3,515 | 647 | 22.6% | $13.27万 | 加仓 |
| CACI | CACI INTL INC CL A | $71.49万 | 0.20% | 1,543 | 412 | 36.4% | $19.09万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $69.94万 | 0.19% | 13,081 | -100 | -0.8% | -$5,347 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $69.80万 | 0.19% | 6,114 | 1,858 | 43.7% | $21.21万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $68.70万 | 0.19% | 2,454 | 634 | 34.8% | $17.75万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $68.29万 | 0.19% | 2,253 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $66.73万 | 0.19% | 4,872 | 1,747 | 55.9% | $23.93万 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $64.71万 | 0.18% | 6,329 | -430 | -6.4% | -$4.40万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $64.65万 | 0.18% | 6,532 | -77,340 | -92.2% | -$765.52万 | 减仓 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $64.46万 | 0.18% | 8,041 | 874 | 12.2% | $7.01万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $60.03万 | 0.17% | 19,690 | -709 | -3.5% | -$2.16万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $59.35万 | 0.16% | 4,341 | 4,341 | — | $59.35万 | 新建仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $58.91万 | 0.16% | 8,720 | -691 | -7.3% | -$4.67万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $58.56万 | 0.16% | 3,578 | 287 | 8.7% | $4.70万 | 加仓 |
| SMDV | PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | $58.27万 | 0.16% | 7,565 | -599 | -7.3% | -$4.61万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $56.24万 | 0.16% | 10,745 | -5,840 | -35.2% | -$30.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $55.67万 | 0.15% | 1,663 | 2 | 0.1% | $669 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $54.71万 | 0.15% | 887 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $53.87万 | 0.15% | 2,268 | -189 | -7.7% | -$4.49万 | 减仓 |
| GWW | WW GRAINGER INC COM | $53.72万 | 0.15% | 395 | -93 | -19.1% | -$12.65万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $51.97万 | 0.14% | 6,803 | -616 | -8.3% | -$4.71万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $51.89万 | 0.14% | 5,912 | -2,377 | -28.7% | -$20.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $51.77万 | 0.14% | 1,461 | -75 | -4.9% | -$2.66万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $50.56万 | 0.14% | 2,258 | -725 | -24.3% | -$16.23万 | 减仓 |
| FAST | FASTENAL CO COM | $49.80万 | 0.14% | 10,368 | -1,952 | -15.8% | -$9.38万 | 减仓 |
| ECL | ECOLAB INC COM | $48.37万 | 0.13% | 1,736 | -323 | -15.7% | -$9.00万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $47.33万 | 0.13% | 1,750 | -318 | -15.4% | -$8.60万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $45.99万 | 0.13% | 4,747 | -2,088 | -30.5% | -$20.23万 | 减仓 |
| INTC | INTEL CORP COM | $45.32万 | 0.13% | 3,246 | -242 | -6.9% | -$3.38万 | 减仓 |
| NUE | NUCOR CORP COM | $44.93万 | 0.12% | 2,017 | -276 | -12.0% | -$6.15万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $43.79万 | 0.12% | 2,325 | -191 | -7.6% | -$3.60万 | 减仓 |
| RTX | RTX CORPORATION COM | $43.72万 | 0.12% | 2,304 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $43.50万 | 0.12% | 3,212 | -1,205 | -27.3% | -$16.32万 | 减仓 |
| CINF | CINCINNATI FINL CORP COM | $43.17万 | 0.12% | 2,332 | -225 | -8.8% | -$4.17万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC COM | $42.86万 | 0.12% | 12,884 | -1,624 | -11.2% | -$5.40万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $42.54万 | 0.12% | 1,451 | -134 | -8.5% | -$3.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $42.14万 | 0.12% | 450 | -193 | -30.0% | -$18.07万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $41.96万 | 0.12% | 2,757 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $41.92万 | 0.12% | 1,772 | -138 | -7.2% | -$3.26万 | 减仓 |
| DOV | DOVER CORP COM | $41.14万 | 0.11% | 1,834 | -207 | -10.1% | -$4.64万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $40.97万 | 0.11% | 1,524 | 0 | 0.0% | — | 不变 |
| — | DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF | $40.88万 | 0.11% | 12,540 | -852 | -6.4% | -$2.78万 | 减仓 |
| WPC | WP CAREY INC COM | $40.53万 | 0.11% | 5,669 | -1,345 | -19.2% | -$9.62万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $40.48万 | 0.11% | 2,843 | 269 | 10.5% | $3.83万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $40.48万 | 0.11% | 3,659 | -280 | -7.1% | -$3.10万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $39.93万 | 0.11% | 4,355 | -1,005 | -18.8% | -$9.21万 | 减仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $39.80万 | 0.11% | 14,520 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $39.72万 | 0.11% | 1,166 | -122 | -9.5% | -$4.16万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $39.71万 | 0.11% | 1,106 | -163 | -12.8% | -$5.85万 | 减仓 |
| EME | EMCOR GROUP INC COM | $39.42万 | 0.11% | 475 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $39.22万 | 0.11% | 2,740 | -255 | -8.5% | -$3.65万 | 减仓 |
| LIN | LINDE PLC SHS | $38.92万 | 0.11% | 750 | -216 | -22.4% | -$11.21万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $38.89万 | 0.11% | 1,235 | -147 | -10.6% | -$4.63万 | 减仓 |
| AFL | AFLAC INC COM | $38.63万 | 0.11% | 3,294 | -335 | -9.2% | -$3.93万 | 减仓 |
| LOW | LOWES COS INC COM | $38.43万 | 0.11% | 1,743 | -89 | -4.9% | -$1.96万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $38.34万 | 0.11% | 1,714 | -113 | -6.2% | -$2.53万 | 减仓 |
| ATO | ATMOS ENERGY CORP COM | $37.62万 | 0.10% | 2,184 | -200 | -8.4% | -$3.45万 | 减仓 |
| TGT | TARGET CORP COM | $37.31万 | 0.10% | 2,856 | -361 | -11.2% | -$4.72万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $37.16万 | 0.10% | 2,280 | -239 | -9.5% | -$3.90万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $36.54万 | 0.10% | 2,706 | -203 | -7.0% | -$2.74万 | 减仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $36.52万 | 0.10% | 4,876 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $36.28万 | 0.10% | 376 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $36.18万 | 0.10% | 2,585 | -110 | -4.1% | -$1.54万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $35.94万 | 0.10% | 3,819 | -391 | -9.3% | -$3.68万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $35.82万 | 0.10% | 5,158 | 536 | 11.6% | $3.72万 | 加仓 |
| PPG | PPG INDS INC COM | $35.70万 | 0.10% | 2,943 | -252 | -7.9% | -$3.06万 | 减仓 |
| O | REALTY INCOME CORP COM | $35.58万 | 0.10% | 5,743 | -491 | -7.9% | -$3.04万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $35.57万 | 0.10% | 4,922 | -464 | -8.6% | -$3.35万 | 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 |
| ESS | ESSEX PPTY TR INC COM | $35.39万 | 0.10% | 1,214 | -99 | -7.5% | -$2.89万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $35.20万 | 0.10% | 512 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $35.14万 | 0.10% | 3,202 | -313 | -8.9% | -$3.44万 | 减仓 |
| NDSN | NORDSON CORP COM | $35.01万 | 0.10% | 1,160 | -139 | -10.7% | -$4.20万 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $34.82万 | 0.10% | 2,357 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $34.55万 | 0.10% | 294 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X URANIUM ETF | $34.15万 | 0.09% | 7,815 | -487 | -5.9% | -$2.13万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $33.93万 | 0.09% | 3,939 | 21 | 0.5% | $1,809 | 加仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $33.25万 | 0.09% | 3,748 | -165 | -4.2% | -$1.46万 | 减仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $32.82万 | 0.09% | 2,401 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $32.74万 | 0.09% | 1,833 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $32.58万 | 0.09% | 2,866 | -230 | -7.4% | -$2.61万 | 减仓 |
| ADC | AGREE RLTY CORP COM | $32.15万 | 0.09% | 4,245 | -234 | -5.2% | -$1.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $31.67万 | 0.09% | 3,491 | -1,806 | -34.1% | -$16.39万 | 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 |
| SYY | SYSCO CORP COM | $31.60万 | 0.09% | 3,781 | -318 | -7.8% | -$2.66万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $31.22万 | 0.09% | 7,201 | -635 | -8.1% | -$2.75万 | 减仓 |
| KVUE | KENVUE INC COM | $30.92万 | 0.09% | 16,180 | -1,634 | -9.2% | -$3.12万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $30.89万 | 0.09% | 1,417 | 17 | 1.2% | $3,705 | 加仓 |
| QCOM | QUALCOMM INC COM | $30.62万 | 0.09% | 1,657 | -51 | -3.0% | -$9,423 | 减仓 |
| MDT | MEDTRONIC PLC SHS | $30.55万 | 0.08% | 3,905 | -170 | -4.2% | -$1.33万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $30.36万 | 0.08% | 1,957 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $30.33万 | 0.08% | 11,382 | -1,153 | -9.2% | -$3.07万 | 减仓 |