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 |
|---|---|---|---|---|---|---|---|---|
| DKS | DICKS SPORTING GOODS INC COM | $4.74万 | 0.01% | 239 | 26 | 12.2% | $5,156 | 加仓 |
| GBX | GREENBRIER COS INC COM | $4.60万 | 0.01% | 873 | 69 | 8.6% | $3,633 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $4.54万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $4.52万 | 0.01% | 797 | 1 | 0.1% | $57 | 加仓 |
| PSX | PHILLIPS 66 COM | $4.50万 | 0.01% | 247 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $4.49万 | 0.01% | 439 | 163 | 59.1% | $1.67万 | 加仓 |
| OVV | OVINTIV INC COM | $4.48万 | 0.01% | 755 | -141 | -15.7% | -$8,370 | 减仓 |
| BKH | BLACK HILLS CORP COM | $4.44万 | 0.01% | 639 | 5 | 0.8% | $347 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $4.43万 | 0.01% | 667 | 647 | 3,235.0% | $4.30万 | 加仓 |
| NEM | NEWMONT CORP COM | $4.33万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $4.32万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $4.17万 | 0.01% | 908 | 110 | 13.8% | $5,057 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $4.09万 | 0.01% | 121 | -13 | -9.7% | -$4,393 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $4.05万 | 0.01% | 538 | 139 | 34.8% | $1.05万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $4.02万 | 0.01% | 445 | 99 | 28.6% | $8,952 | 加仓 |
| WEN | WENDYS CO COM | $4.01万 | 0.01% | 5,765 | 1,811 | 45.8% | $1.26万 | 加仓 |
| MOS | MOSAIC CO COM | $3.97万 | 0.01% | 1,558 | 221 | 16.5% | $5,636 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3.88万 | 0.01% | 81 | -14 | -14.7% | -$6,709 | 减仓 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $3.87万 | 0.01% | 1,762 | 13 | 0.7% | $285 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $3.73万 | 0.01% | 3,981 | -3,532 | -47.0% | -$3.31万 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $3.69万 | 0.01% | 366 | -6,029 | -94.3% | -$60.72万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $3.68万 | 0.01% | 1,037 | 1,037 | — | $3.68万 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $3.67万 | 0.01% | 1,643 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC COM | $3.64万 | 0.01% | 1,897 | -27 | -1.4% | -$519 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $3.62万 | 0.00% | 155 | -61 | -28.2% | -$1.42万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3.58万 | 0.00% | 246 | 2 | 0.8% | $291 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3.58万 | 0.00% | 125 | 46 | 58.2% | $1.32万 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $3.52万 | 0.00% | 570 | 54 | 10.5% | $3,339 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $3.47万 | 0.00% | 211 | 186 | 744.0% | $3.06万 | 加仓 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $3.30万 | 0.00% | 840 | 3 | 0.4% | $118 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $3.26万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| RODM | HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF | $3.20万 | 0.00% | 811 | 811 | — | $3.20万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $3.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $3.16万 | 0.00% | 343 | -3,494 | -91.1% | -$32.19万 | 减仓 |
| D | DOMINION ENERGY INC COM | $3.16万 | 0.00% | 511 | 51 | 11.1% | $3,153 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $3.10万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $3.06万 | 0.00% | 285 | -35 | -10.9% | -$3,756 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $3.02万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $3.00万 | 0.00% | 1,790 | 1,790 | — | $3.00万 | 新建仓 |
| F | FORD MTR CO COM | $2.98万 | 0.00% | 2,579 | -199 | -7.2% | -$2,296 | 减仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $2.94万 | 0.00% | 232 | -103 | -30.7% | -$1.30万 | 减仓 |
| DOCS | DOXIMITY INC CL A | $2.93万 | 0.00% | 1,256 | -837 | -40.0% | -$1.95万 | 减仓 |
| LYFT | LYFT INC CL A COM | $2.78万 | 0.00% | 2,090 | 650 | 45.1% | $8,645 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $2.73万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $2.72万 | 0.00% | 307 | 1 | 0.3% | $89 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $2.67万 | 0.00% | 231 | 6 | 2.7% | $695 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $2.64万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $2.60万 | 0.00% | 93 | 9 | 10.7% | $2,513 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $2.54万 | 0.00% | 80 | -3,969 | -98.0% | -$126.24万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $2.52万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.51万 | 0.00% | 19 | 3 | 18.8% | $3,963 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC COMMON STOCK | $2.51万 | 0.00% | 2,952 | -1,491 | -33.6% | -$1.27万 | 减仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $2.49万 | 0.00% | 137 | -4,496 | -97.0% | -$81.57万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $2.48万 | 0.00% | 1,984 | 1,984 | — | $2.48万 | 新建仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $2.44万 | 0.00% | 381 | 0 | 0.0% | — | 不变 |
| HIMU | ISHARES HIGH YIELD MUNI ACTIVE ETF | $2.41万 | 0.00% | 502 | -8,329 | -94.3% | -$39.96万 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $2.38万 | 0.00% | 511 | -10 | -1.9% | -$467 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $2.36万 | 0.00% | 144 | 144 | — | $2.36万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & I SH BEN INT | $2.36万 | 0.00% | 2,200 | -375 | -14.6% | -$4,028 | 减仓 |
| AGNC | AGNC INVT CORP COM | $2.36万 | 0.00% | 2,355 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $2.34万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2.34万 | 0.00% | 543 | 94 | 20.9% | $4,057 | 加仓 |
| EUSB | ISHARES ESG ADVANCED UNIVERSAL USD BOND ETF | $2.33万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $2.32万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $2.29万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $2.29万 | 0.00% | 90 | -33 | -26.8% | -$8,398 | 减仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $2.28万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $2.27万 | 0.00% | 500 | -150 | -23.1% | -$6,810 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.24万 | 0.00% | 65 | -58 | -47.2% | -$2.00万 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $2.23万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $2.22万 | 0.00% | 159 | -18 | -10.2% | -$2,509 | 减仓 |
| VST | VISTRA CORP COM | $2.21万 | 0.00% | 147 | 12 | 8.9% | $1,804 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2.19万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP COM | $2.18万 | 0.00% | 340 | 155 | 83.8% | $9,954 | 加仓 |
| SRE | SEMPRA COM | $2.14万 | 0.00% | 220 | -67 | -23.3% | -$6,510 | 减仓 |
| WTFC | WINTRUST FINL CORP COM | $2.08万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.08万 | 0.00% | 217 | 3 | 1.4% | $287 | 加仓 |
| TECK | TECK RESOURCES LTD CL B | $2.07万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $2.06万 | 0.00% | 14 | 14 | — | $2.06万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $2.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $1.98万 | 0.00% | 272 | 71 | 35.3% | $5,167 | 加仓 |
| VNT | VONTIER CORPORATION COM | $1.94万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $1.93万 | 0.00% | 153 | 153 | — | $1.93万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $1.92万 | 0.00% | 72 | -83 | -53.5% | -$2.21万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $1.88万 | 0.00% | 55 | 55 | — | $1.88万 | 新建仓 |
| EIX | EDISON INTL COM | $1.87万 | 0.00% | 255 | 66 | 34.9% | $4,830 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $1.86万 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $1.84万 | 0.00% | 97 | -59 | -37.8% | -$1.12万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.75万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.75万 | 0.00% | 215 | -48 | -18.3% | -$3,903 | 减仓 |
| GAB | GABELLI EQUITY TR INC COM | $1.74万 | 0.00% | 3,100 | -500 | -13.9% | -$2,800 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.73万 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1.71万 | 0.00% | 155 | 155 | — | $1.71万 | 新建仓 |
| CME | CME GROUP INC COM | $1.68万 | 0.00% | 57 | 31 | 119.2% | $9,156 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.67万 | 0.00% | 244 | 244 | — | $1.67万 | 新建仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.64万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.63万 | 0.00% | 352 | -17 | -4.6% | -$788 | 减仓 |
| AUGO | AURA MINERALS INC SHS NEW | $1.63万 | 0.00% | 200 | -100 | -33.3% | -$8,160 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.62万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.61万 | 0.00% | 35 | 14 | 66.7% | $6,454 | 加仓 |