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 |
|---|---|---|---|---|---|---|---|---|
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $1.98万 | 0.01% | 244 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.96万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $1.95万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $1.95万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.93万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $1.91万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $1.90万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC CL C | $1.88万 | 0.01% | 550 | -550 | -50.0% | -$1.88万 | 减仓 |
| RGLD | ROYAL GOLD INC COM | $1.80万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.75万 | 0.00% | 162 | 162 | — | $1.75万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $1.73万 | 0.00% | 91 | -6 | -6.2% | -$1,143 | 减仓 |
| ROBT | FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF | $1.69万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1.69万 | 0.00% | 136 | -204 | -60.0% | -$2.54万 | 减仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1.68万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.67万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $1.64万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $1.63万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.60万 | 0.00% | 271 | -4 | -1.5% | -$236 | 减仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.59万 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $1.59万 | 0.00% | 547 | 0 | 0.0% | — | 不变 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.57万 | 0.00% | 508 | 5 | 1.0% | $154 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $1.52万 | 0.00% | 218 | 46 | 26.7% | $3,204 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.51万 | 0.00% | 262 | 2 | 0.8% | $116 | 加仓 |
| MFC | MANULIFE FINL CORP COM | $1.51万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $1.49万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $1.49万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $1.40万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1.40万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.39万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $1.38万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $1.36万 | 0.00% | 100 | -201 | -66.8% | -$2.73万 | 减仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1.35万 | 0.00% | 287 | -65 | -18.5% | -$3,065 | 减仓 |
| MGA | MAGNA INTL INC COM | $1.26万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $1.26万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $1.24万 | 0.00% | 736 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $1.24万 | 0.00% | 844 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.24万 | 0.00% | 49 | -88 | -64.2% | -$2.22万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1.21万 | 0.00% | 566 | -2,510 | -81.6% | -$5.37万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.21万 | 0.00% | 640 | 0 | 0.0% | — | 不变 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $1.20万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P COM | $1.17万 | 0.00% | 263 | 9 | 3.5% | $401 | 加仓 |
| EQIX | EQUINIX INC COM | $1.15万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.13万 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES GLOBAL COMM SERVICES ETF | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.11万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $1.10万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.08万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC COM | $1.08万 | 0.00% | 1,900 | -1,200 | -38.7% | -$6,792 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.04万 | 0.00% | 169 | 110 | 186.4% | $6,742 | 加仓 |
| FE | FIRSTENERGY CORP COM | $1.03万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $1.03万 | 0.00% | 173 | 109 | 170.3% | $6,468 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $1.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.01万 | 0.00% | 94 | -42 | -30.9% | -$4,515 | 减仓 |
| EVRG | EVERGY INC COM | $9,680 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $9,656 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $9,543 | 0.00% | 193 | -84 | -30.3% | -$4,153 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $9,240 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $9,127 | 0.00% | 410 | -1,233 | -75.0% | -$2.74万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OPP COM | $9,118 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $9,002 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $8,979 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8,973 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $8,902 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $8,852 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $8,702 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $8,545 | 0.00% | 910 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $8,374 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SCO | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $8,125 | 0.00% | 232 | 232 | — | $8,125 | 新建仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $8,065 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $7,891 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC COM | $7,877 | 0.00% | 472 | 5 | 1.1% | $83 | 加仓 |
| — | FRANKLIN RESPONSIBLY SOURCED GOLD ETF | $7,632 | 0.00% | 143 | 71 | 98.6% | $3,789 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $7,620 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTUN COM SBI | $7,196 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $7,156 | 0.00% | 1,313 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC COM | $7,082 | 0.00% | 335 | 335 | — | $7,082 | 新建仓 |
| MGC | VANGUARD MEGA CAP ETF | $6,841 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | TONIX PHARMACEUTICALS HLDG CO COM NEW | $6,801 | 0.00% | 533 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $6,797 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $6,701 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC CLASS A COM | $6,654 | 0.00% | 148 | 8 | 5.7% | $360 | 加仓 |
| SUI | SUN CMNTYS INC COM | $6,595 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $6,495 | 0.00% | 145 | -145 | -50.0% | -$6,495 | 减仓 |
| AVK | ADVENT CONV & INCOME FD COM | $6,485 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $5,751 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $5,676 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION ETF | $5,496 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| XOP | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $5,399 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $5,382 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $5,317 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $5,313 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $5,273 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $5,002 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $4,910 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC COM CL A | $4,901 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| CGAU | CENTERRA GOLD INC COM | $4,758 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $4,756 | 0.00% | 13 | -67 | -83.8% | -$2.45万 | 减仓 |
| GSK | GSK PLC SPONSORED ADR | $4,718 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT GOLD MINERS ETF | $4,715 | 0.00% | 75 | -75 | -50.0% | -$4,715 | 减仓 |
| LNT | ALLIANT ENERGY CORP COM | $4,654 | 0.00% | 61 | 0 | 0.0% | — | 不变 |