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 |
|---|---|---|---|---|---|---|---|---|
| KVUE | KENVUE INC COM | $30.71万 | 0.04% | 17,814 | 1,681 | 10.4% | $2.90万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $30.61万 | 0.04% | 512 | -74 | -12.6% | -$4.42万 | 减仓 |
| C | CITIGROUP INC COM NEW | $30.56万 | 0.04% | 2,695 | -271 | -9.1% | -$3.07万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $30.55万 | 0.04% | 863 | -31 | -3.5% | -$1.10万 | 减仓 |
| BRO | BROWN & BROWN INC COM | $30.51万 | 0.04% | 4,679 | 1,269 | 37.2% | $8.27万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $30.30万 | 0.04% | 3,269 | -6,435 | -66.3% | -$59.65万 | 减仓 |
| INTU | INTUIT COM | $30.09万 | 0.04% | 696 | -202 | -22.5% | -$8.73万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $29.91万 | 0.04% | 4,210 | 50 | 1.2% | $3,553 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $29.91万 | 0.04% | 10,417 | -6,472 | -38.3% | -$18.58万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $29.84万 | 0.04% | 3,385 | -1,459 | -30.1% | -$12.86万 | 减仓 |
| ERIE | ERIE INDTY CO CL A | $29.84万 | 0.04% | 1,187 | 212 | 21.7% | $5.33万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $29.57万 | 0.04% | 695 | 22 | 3.3% | $9,361 | 加仓 |
| GL | GLOBE LIFE INC COM | $29.55万 | 0.04% | 2,123 | -1,026 | -32.6% | -$14.28万 | 减仓 |
| SYY | SYSCO CORP COM | $29.23万 | 0.04% | 4,099 | 78 | 1.9% | $5,563 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $29.05万 | 0.04% | 7,904 | -1,733 | -18.0% | -$6.37万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $28.51万 | 0.04% | 653 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $28.44万 | 0.04% | 2,401 | -33 | -1.4% | -$3,909 | 减仓 |
| TROW | PRICE T ROWE GROUP INC COM | $27.91万 | 0.04% | 3,096 | 152 | 5.2% | $1.37万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $27.46万 | 0.04% | 1,400 | 4 | 0.3% | $785 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $27.29万 | 0.04% | 3,766 | -4,545 | -54.7% | -$32.93万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $27.28万 | 0.04% | 555 | -501 | -47.4% | -$24.63万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $26.90万 | 0.04% | 1,240 | 387 | 45.4% | $8.40万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $26.55万 | 0.04% | 4,253 | 4,253 | — | $26.55万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $26.53万 | 0.04% | 1,833 | -26 | -1.4% | -$3,762 | 减仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $26.04万 | 0.04% | 3,639 | -1,299 | -26.3% | -$9.30万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $25.87万 | 0.04% | 940 | 14 | 1.5% | $3,853 | 加仓 |
| GEV | GE VERNOVA INC COM | $25.67万 | 0.04% | 294 | 45 | 18.1% | $3.93万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $25.60万 | 0.04% | 203 | -194 | -48.9% | -$24.47万 | 减仓 |
| USXF | ISHARES ESG ADVANCED MSCI USA ETF | $25.51万 | 0.04% | 4,622 | 154 | 3.4% | $8,501 | 加仓 |
| GPC | GENUINE PARTS CO COM | $25.35万 | 0.03% | 2,397 | 102 | 4.4% | $1.08万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $24.86万 | 0.03% | 1,940 | 1 | 0.1% | $128 | 加仓 |
| CMS | CMS ENERGY CORP COM | $24.66万 | 0.03% | 3,179 | 17 | 0.5% | $1,319 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $24.36万 | 0.03% | 1,322 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $24.09万 | 0.03% | 2,570 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $23.71万 | 0.03% | 7,143 | -2,914 | -29.0% | -$9.67万 | 减仓 |
| ARGT | GLOBAL X MSCI ARGENTINA ETF | $23.55万 | 0.03% | 2,523 | -699 | -21.7% | -$6.52万 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $23.50万 | 0.03% | 5,158 | -290 | -5.3% | -$1.32万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $23.42万 | 0.03% | 1,787 | -31 | -1.7% | -$4,063 | 减仓 |
| ETN | EATON CORP PLC SHS | $23.25万 | 0.03% | 650 | 43 | 7.1% | $1.54万 | 加仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $22.56万 | 0.03% | 4,961 | 122 | 2.5% | $5,547 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $22.53万 | 0.03% | 566 | 4 | 0.7% | $1,592 | 加仓 |
| CMI | CUMMINS INC COM | $22.49万 | 0.03% | 418 | -3 | -0.7% | -$1,614 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $22.37万 | 0.03% | 3,324 | 3,324 | — | $22.37万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $22.00万 | 0.03% | 1,708 | -364 | -17.6% | -$4.69万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $21.35万 | 0.03% | 3,403 | -2,116 | -38.3% | -$13.28万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $20.85万 | 0.03% | 1,678 | 3 | 0.2% | $373 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $20.51万 | 0.03% | 2,245 | 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 |
| NFLX | NETFLIX INC. COM | $20.23万 | 0.03% | 2,104 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $20.13万 | 0.03% | 2,529 | -248 | -8.9% | -$1.97万 | 减仓 |
| TJX | TJX COS INC NEW COM | $19.68万 | 0.03% | 1,232 | -302 | -19.7% | -$4.82万 | 减仓 |
| IAT | ISHARES U.S. REGIONAL BANKS ETF | $19.33万 | 0.03% | 3,590 | -102 | -2.8% | -$5,492 | 减仓 |
| ALL | ALLSTATE CORP COM | $19.10万 | 0.03% | 921 | 26 | 2.9% | $5,391 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $18.89万 | 0.03% | 964 | -429 | -30.8% | -$8.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $18.76万 | 0.03% | 375 | 25 | 7.1% | $1.25万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $18.56万 | 0.03% | 760 | 43 | 6.0% | $1.05万 | 加仓 |
| PFE | PFIZER INC COM | $18.49万 | 0.03% | 6,585 | -893 | -11.9% | -$2.51万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $18.30万 | 0.03% | 2,021 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $18.08万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $17.70万 | 0.02% | 497 | -43 | -8.0% | -$1.53万 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $17.31万 | 0.02% | 1,578 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $17.23万 | 0.02% | 1,866 | -714 | -27.7% | -$6.59万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $17.20万 | 0.02% | 4,290 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $17.00万 | 0.02% | 785 | -382 | -32.7% | -$8.27万 | 减仓 |
| ARGX | ARGENX SE SPONSORED ADR | $16.80万 | 0.02% | 230 | 7 | 3.1% | $5,112 | 加仓 |
| EVUS | ISHARES ESG AWARE MSCI USA VALUE ETF | $16.59万 | 0.02% | 5,213 | 216 | 4.3% | $6,876 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $16.34万 | 0.02% | 1,884 | 110 | 6.2% | $9,538 | 加仓 |
| CPB | THE CAMPBELLS COMPANY COM | $15.98万 | 0.02% | 7,177 | 1,055 | 17.2% | $2.35万 | 加仓 |
| DVA | DAVITA INC COM | $15.61万 | 0.02% | 1,016 | 136 | 15.5% | $2.09万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $15.53万 | 0.02% | 3,342 | 990 | 42.1% | $4.60万 | 加仓 |
| WAT | WATERS CORP COM | $15.43万 | 0.02% | 518 | 36 | 7.5% | $1.07万 | 加仓 |
| INTC | INTEL CORP COM | $15.39万 | 0.02% | 3,488 | -513 | -12.8% | -$2.26万 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $15.39万 | 0.02% | 2,088 | 54 | 2.7% | $3,980 | 加仓 |
| RMD | RESMED INC COM | $15.31万 | 0.02% | 682 | -246 | -26.5% | -$5.52万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $15.18万 | 0.02% | 4,012 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $15.04万 | 0.02% | 530 | -41 | -7.2% | -$1.16万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $14.73万 | 0.02% | 376 | 20 | 5.6% | $7,835 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $14.68万 | 0.02% | 2,420 | 65 | 2.8% | $3,942 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $14.67万 | 0.02% | 3,120 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $14.59万 | 0.02% | 635 | -332 | -34.3% | -$7.63万 | 减仓 |
| UNP | UNION PAC CORP COM | $14.56万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $14.54万 | 0.02% | 565 | -229 | -28.8% | -$5.89万 | 减仓 |
| IDXX | IDEXX LABS INC COM | $14.50万 | 0.02% | 258 | -97 | -27.3% | -$5.45万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $14.49万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $14.35万 | 0.02% | 500 | -173 | -25.7% | -$4.97万 | 减仓 |
| ESLT | ELBIT SYS LTD ORD | $14.35万 | 0.02% | 169 | 9 | 5.6% | $7,642 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $14.23万 | 0.02% | 184 | -6 | -3.2% | -$4,639 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $14.16万 | 0.02% | 1,378 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $14.07万 | 0.02% | 1,382 | -1,887 | -57.7% | -$19.21万 | 减仓 |
| EXC | EXELON CORP COM | $14.01万 | 0.02% | 2,858 | 226 | 8.6% | $1.11万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $13.95万 | 0.02% | 8,401 | -15,663 | -65.1% | -$26.02万 | 减仓 |
| AGI | ALAMOS GOLD INC COM CL A | $13.88万 | 0.02% | 3,124 | 591 | 23.3% | $2.63万 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $13.65万 | 0.02% | 758 | -85 | -10.1% | -$1.53万 | 减仓 |
| B | BARRICK MNG CORP COM SHS | $13.49万 | 0.02% | 3,306 | 2,606 | 372.3% | $10.63万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $13.38万 | 0.02% | 685 | 10 | 1.5% | $1,953 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $13.36万 | 0.02% | 642 | -44 | -6.4% | -$9,156 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $13.29万 | 0.02% | 2,332 | -112 | -4.6% | -$6,381 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $13.20万 | 0.02% | 1,045 | -29 | -2.7% | -$3,662 | 减仓 |
| BLK | BLACKROCK INC COM | $13.18万 | 0.02% | 137 | -9 | -6.2% | -$8,655 | 减仓 |
| SO | SOUTHERN CO COM | $12.87万 | 0.02% | 1,333 | -177 | -11.7% | -$1.71万 | 减仓 |