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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | $1.61万 | 0.00% | 131 | 131 | — | $1.61万 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $1.60万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $1.60万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $1.58万 | 0.00% | 290 | -265 | -47.7% | -$1.45万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.56万 | 0.00% | 640 | 640 | — | $1.56万 | 新建仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.55万 | 0.00% | 503 | 3 | 0.6% | $92 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.50万 | 0.00% | 260 | -24 | -8.5% | -$1,385 | 减仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $1.48万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.47万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $1.41万 | 0.00% | 88 | 88 | — | $1.41万 | 新建仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.40万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.40万 | 0.00% | 20 | 4 | 25.0% | $2,791 | 加仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.40万 | 0.00% | 420 | 86 | 25.7% | $2,857 | 加仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $1.39万 | 0.00% | 301 | 70 | 30.3% | $3,231 | 加仓 |
| — | DUPONT DE NEMOURS INC COM | $1.38万 | 0.00% | 301 | -363 | -54.7% | -$1.66万 | 减仓 |
| VTR | VENTAS INC COM | $1.37万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.34万 | 0.00% | 136 | -82 | -37.6% | -$8,067 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.32万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $1.30万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.30万 | 0.00% | 15 | 15 | — | $1.30万 | 新建仓 |
| PCG | PG&E CORP COM | $1.29万 | 0.00% | 736 | 221 | 42.9% | $3,883 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1.28万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $1.26万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.22万 | 0.00% | 123 | 103 | 515.0% | $1.02万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $1.20万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.19万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.19万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.19万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $1.19万 | 0.00% | 844 | 143 | 20.4% | $2,015 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $1.19万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $1.19万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $1.18万 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC COM | $1.16万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.14万 | 0.00% | 84 | 27 | 47.4% | $3,675 | 加仓 |
| SGDM | SPROTT GOLD MINERS ETF | $1.13万 | 0.00% | 150 | -50 | -25.0% | -$3,775 | 减仓 |
| GLPI | GAMING & LEISURE P COM | $1.13万 | 0.00% | 254 | -175 | -40.8% | -$7,765 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1.11万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $1.10万 | 0.00% | 217 | 56 | 34.8% | $2,837 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $1.08万 | 0.00% | 506 | 500 | 8,333.3% | $1.07万 | 加仓 |
| EQIX | EQUINIX INC COM | $1.08万 | 0.00% | 11 | 11 | — | $1.08万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.08万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP COM | $1.07万 | 0.00% | 172 | 172 | — | $1.07万 | 新建仓 |
| MGA | MAGNA INTL INC COM | $1.07万 | 0.00% | 192 | -109 | -36.2% | -$6,084 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $1.00万 | 0.00% | 108 | 108 | — | $1.00万 | 新建仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $9,997 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $9,544 | 0.00% | 200 | -50 | -20.0% | -$2,386 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $9,528 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD COM NEW | $9,419 | 0.00% | 72 | 72 | — | $9,419 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $9,360 | 0.00% | 2,000 | 2,000 | — | $9,360 | 新建仓 |
| UFO | PROCURE SPACE ETF | $9,186 | 0.00% | 205 | 205 | — | $9,186 | 新建仓 |
| EVRG | EVERGY INC COM | $9,175 | 0.00% | 112 | 5 | 4.7% | $410 | 加仓 |
| SOBO | SOUTH BOW CORP COM | $9,130 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $8,950 | 0.00% | 108 | 108 | — | $8,950 | 新建仓 |
| OGE | OGE ENERGY CORP COM | $8,873 | 0.00% | 185 | 10 | 5.7% | $480 | 加仓 |
| UTL | UNITIL CORP COM | $8,776 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP COM | $8,592 | 0.00% | 400 | 400 | — | $8,592 | 新建仓 |
| — | VOYA GLBL EQTY DIV & PREM OPP COM | $8,465 | 0.00% | 1,485 | -700 | -32.0% | -$3,990 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $8,245 | 0.00% | 19 | 19 | — | $8,245 | 新建仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8,201 | 0.00% | 208 | 208 | — | $8,201 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $7,754 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $7,690 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $7,448 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $7,353 | 0.00% | 1,313 | -1,696 | -56.4% | -$9,498 | 减仓 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $7,329 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $7,262 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $7,143 | 0.00% | 187 | 40 | 27.2% | $1,528 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $7,140 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $6,954 | 0.00% | 467 | 5 | 1.1% | $74 | 加仓 |
| SUI | SUN CMNTYS INC COM | $6,928 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $6,710 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $6,668 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $6,364 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $6,364 | 0.00% | 35 | 35 | — | $6,364 | 新建仓 |
| DX | DYNEX CAP INC COM | $6,283 | 0.00% | 492 | 11 | 2.3% | $140 | 加仓 |
| ROKU | ROKU INC COM CL A | $6,150 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $6,001 | 0.00% | 110 | -121,584 | -99.9% | -$663.30万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $5,968 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $5,951 | 0.00% | 22 | 22 | — | $5,951 | 新建仓 |
| SILJ | AMPLIFY JUNIOR SILVER MINERS ETF | $5,944 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD MEGA CAP ETF | $5,909 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $5,746 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD COM | $5,524 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC COM | $5,466 | 0.00% | 709 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $5,354 | 0.00% | 57 | -3,747 | -98.5% | -$35.20万 | 减仓 |
| CGAU | CENTERRA GOLD INC COM | $5,337 | 0.00% | 300 | 300 | — | $5,337 | 新建仓 |
| — | TPG MTG INVTS TR INC COM NEW | $5,208 | 0.00% | 712 | 18 | 2.6% | $132 | 加仓 |
| HSY | HERSHEY CO COM | $5,197 | 0.00% | 25 | 25 | — | $5,197 | 新建仓 |
| AEE | AMEREN CORP COM | $5,166 | 0.00% | 47 | 13 | 38.2% | $1,429 | 加仓 |
| GSK | GSK PLC SPONSORED ADR | $4,967 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $4,929 | 0.00% | 50 | 50 | — | $4,929 | 新建仓 |
| VHT | VANGUARD HEALTH CARE ETF | $4,902 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $4,834 | 0.00% | 63 | -532 | -89.4% | -$4.08万 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $4,751 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $4,596 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| — | OVERLAY SHARES HEDGED LARGE CAP EQUITY ETF | $4,544 | 0.00% | 120 | 120 | — | $4,544 | 新建仓 |
| SFLR | INNOVATOR EQUITY MANAGED FLOOR ETF | $4,532 | 0.00% | 128 | 128 | — | $4,532 | 新建仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $4,476 | 0.00% | 72 | -16 | -18.2% | -$995 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $4,377 | 0.00% | 61 | -86 | -58.5% | -$6,171 | 减仓 |