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 |
|---|---|---|---|---|---|---|---|---|
| ATR | APTARGROUP INC COM | $12.75万 | 0.02% | 1,012 | -487 | -32.5% | -$6.14万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $12.62万 | 0.02% | 4,875 | -900 | -15.6% | -$2.33万 | 减仓 |
| GM | GENERAL MTRS CO COM | $12.61万 | 0.02% | 1,693 | -3 | -0.2% | -$224 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $12.53万 | 0.02% | 641 | -12 | -1.8% | -$2,345 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $12.46万 | 0.02% | 823 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $12.45万 | 0.02% | 420 | 20 | 5.0% | $5,929 | 加仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $12.40万 | 0.02% | 1,643 | 1,643 | — | $12.40万 | 新建仓 |
| KGC | KINROSS GOLD CORP COM | $11.78万 | 0.02% | 3,860 | -818 | -17.5% | -$2.50万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $11.57万 | 0.02% | 427 | 67 | 18.6% | $1.81万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $11.54万 | 0.02% | 2,050 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO S&P MIDCAP LOW VOLATILITY ETF | $11.54万 | 0.02% | 1,833 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $11.47万 | 0.02% | 1,351 | -949 | -41.3% | -$8.05万 | 减仓 |
| CHE | CHEMED CORP NEW COM | $11.37万 | 0.02% | 301 | 68 | 29.2% | $2.57万 | 加仓 |
| GIB | CGI INC CL A SUB VTG | $11.13万 | 0.02% | 1,523 | 425 | 38.7% | $3.11万 | 加仓 |
| URTH | ISHARES MSCI WORLD ETF | $11.11万 | 0.02% | 617 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $11.08万 | 0.02% | 2,297 | -65 | -2.8% | -$3,136 | 减仓 |
| AVGO | BROADCOM INC COM | $10.89万 | 0.02% | 352 | 142 | 67.6% | $4.40万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $10.70万 | 0.01% | 2,891 | 2,891 | — | $10.70万 | 新建仓 |
| MET | METLIFE INC COM | $10.69万 | 0.01% | 1,512 | -185 | -10.9% | -$1.31万 | 减仓 |
| — | ACTINIUM PHARMACEUTICALS INC COM | $10.66万 | 0.01% | 107,111 | -20 | -0.0% | -$20 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC COM CL A | $10.63万 | 0.01% | 4,543 | 4,543 | — | $10.63万 | 新建仓 |
| CIEN | CIENA CORP COM NEW | $10.56万 | 0.01% | 272 | 272 | — | $10.56万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $10.38万 | 0.01% | 5,000 | 5,000 | — | $10.38万 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $10.26万 | 0.01% | 757 | 55 | 7.8% | $7,452 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $10.23万 | 0.01% | 211 | 22 | 11.6% | $1.07万 | 加仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $9.97万 | 0.01% | 1,043 | -113 | -9.8% | -$1.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $9.92万 | 0.01% | 600 | -90 | -13.0% | -$1.49万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $9.87万 | 0.01% | 1,010 | -138 | -12.0% | -$1.35万 | 减仓 |
| CLS | CELESTICA INC COM | $9.83万 | 0.01% | 349 | 86 | 32.7% | $2.42万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9.79万 | 0.01% | 4,113 | 371 | 9.9% | $8,834 | 加仓 |
| AS | AMER SPORTS INC COM SHS | $9.78万 | 0.01% | 2,972 | 686 | 30.0% | $2.26万 | 加仓 |
| PAYO | PAYONEER GLOBAL INC COM | $9.69万 | 0.01% | 20,072 | 1,208 | 6.4% | $5,835 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $9.65万 | 0.01% | 160 | -62 | -27.9% | -$3.74万 | 减仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $9.65万 | 0.01% | 1,900 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $9.62万 | 0.01% | 729 | -550 | -43.0% | -$7.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $9.58万 | 0.01% | 107 | -12 | -10.1% | -$1.07万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $9.55万 | 0.01% | 440 | 1 | 0.2% | $217 | 加仓 |
| TKR | TIMKEN CO COM | $9.51万 | 0.01% | 946 | 37 | 4.1% | $3,721 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $9.37万 | 0.01% | 240 | 8 | 3.4% | $3,123 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $9.31万 | 0.01% | 2,423 | 113 | 4.9% | $4,341 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $9.23万 | 0.01% | 286 | 286 | — | $9.23万 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $9.10万 | 0.01% | 1,913 | 1,115 | 139.7% | $5.30万 | 加仓 |
| KR | KROGER CO COM | $8.97万 | 0.01% | 1,240 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $8.81万 | 0.01% | 2,318 | 464 | 25.0% | $1.76万 | 加仓 |
| EMBJ | EMBRAER S.A. SPONSORED ADS | $8.78万 | 0.01% | 1,480 | 338 | 29.6% | $2.01万 | 加仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $8.66万 | 0.01% | 3,744 | 2,156 | 135.8% | $4.99万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $8.54万 | 0.01% | 1,217 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $8.52万 | 0.01% | 1,421 | 5 | 0.4% | $300 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $8.49万 | 0.01% | 281 | 76 | 37.1% | $2.30万 | 加仓 |
| COHR | COHERENT CORP COM | $8.29万 | 0.01% | 348 | 348 | — | $8.29万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $8.23万 | 0.01% | 563 | 10 | 1.8% | $1,462 | 加仓 |
| MO | ALTRIA GROUP INC COM | $8.18万 | 0.01% | 1,239 | -322 | -20.6% | -$2.12万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $8.16万 | 0.01% | 623 | 76 | 13.9% | $9,951 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $8.07万 | 0.01% | 15,821 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $8.05万 | 0.01% | 3,683 | 0 | 0.0% | — | 不变 |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $7.99万 | 0.01% | 1,078 | 0 | 0.0% | — | 不变 |
| LCTD | ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $7.98万 | 0.01% | 1,443 | 26 | 1.8% | $1,437 | 加仓 |
| TRP | TC ENERGY CORP COM | $7.94万 | 0.01% | 1,268 | -45 | -3.4% | -$2,817 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $7.90万 | 0.01% | 1,025 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. CL A | $7.38万 | 0.01% | 4,000 | 4,000 | — | $7.38万 | 新建仓 |
| ENS | ENERSYS COM | $7.19万 | 0.01% | 414 | 24 | 6.2% | $4,169 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $7.09万 | 0.01% | 631 | 7 | 1.1% | $787 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $7.03万 | 0.01% | 593 | 5 | 0.9% | $593 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $6.98万 | 0.01% | 3,014 | 3,014 | — | $6.98万 | 新建仓 |
| TIP | ISHARES TIPS BOND ETF | $6.95万 | 0.01% | 630 | 29 | 4.8% | $3,200 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $6.85万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $6.84万 | 0.01% | 1,316 | -204 | -13.4% | -$1.06万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $6.75万 | 0.01% | 7,800 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $6.74万 | 0.01% | 340 | 43 | 14.5% | $8,527 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $6.59万 | 0.01% | 1,417 | 300 | 26.9% | $1.40万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $6.56万 | 0.01% | 364 | 29 | 8.7% | $5,226 | 加仓 |
| — | CION INVT CORP COM | $6.50万 | 0.01% | 9,500 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $6.30万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC COM | $6.24万 | 0.01% | 2,037 | 129 | 6.8% | $3,950 | 加仓 |
| FSK | FS KKR CAP CORP COM | $6.20万 | 0.01% | 6,086 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $6.18万 | 0.01% | 660 | 40 | 6.5% | $3,744 | 加仓 |
| CSX | CSX CORP COM | $6.10万 | 0.01% | 1,487 | -502 | -25.2% | -$2.06万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $6.09万 | 0.01% | 465 | -50 | -9.7% | -$6,551 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $5.94万 | 0.01% | 904 | 57 | 6.7% | $3,746 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $5.90万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $5.88万 | 0.01% | 608 | 3 | 0.5% | $290 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $5.67万 | 0.01% | 548 | -30 | -5.2% | -$3,102 | 减仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $5.62万 | 0.01% | 417 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $5.60万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $5.40万 | 0.01% | 455 | 5 | 1.1% | $593 | 加仓 |
| GHC | GRAHAM HLDGS CO COM CL B | $5.29万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $5.20万 | 0.01% | 360 | 75 | 26.3% | $1.08万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $5.15万 | 0.01% | 636 | -41 | -6.1% | -$3,319 | 减仓 |
| ENB | ENBRIDGE INC COM | $5.11万 | 0.01% | 943 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $5.08万 | 0.01% | 1,088 | 89 | 8.9% | $4,153 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $5.07万 | 0.01% | 1,041 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $5.06万 | 0.01% | 2,250 | 224 | 11.1% | $5,033 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $5.05万 | 0.01% | 3,076 | 105 | 3.5% | $1,725 | 加仓 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $4.99万 | 0.01% | 1,475 | -944 | -39.0% | -$3.19万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $4.98万 | 0.01% | 581 | -2,872 | -83.2% | -$24.64万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $4.92万 | 0.01% | 332 | -100 | -23.1% | -$1.48万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $4.87万 | 0.01% | 518 | -83 | -13.8% | -$7,800 | 减仓 |
| GLW | CORNING INC COM | $4.83万 | 0.01% | 355 | 55 | 18.3% | $7,478 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $4.79万 | 0.01% | 1,428 | -553 | -27.9% | -$1.85万 | 减仓 |
| CRH | CRH PLC ORD | $4.74万 | 0.01% | 451 | 0 | 0.0% | — | 不变 |