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 |
|---|---|---|---|---|---|---|---|---|
| RCAT | RED CAT HLDGS INC COM | $4,280 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $4,271 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR INTERNATIONAL DEVELOPED MANAGED FLOOR ETF | $3,981 | 0.00% | 79 | 79 | — | $3,981 | 新建仓 |
| RUM | RUMBLE INC COM CL A | $3,942 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD COM SHS | $3,916 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $3,871 | 0.00% | 759 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $3,828 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $3,800 | 0.00% | 45 | 45 | — | $3,800 | 新建仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $3,776 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3,665 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $3,513 | 0.00% | 75 | 75 | — | $3,513 | 新建仓 |
| — | LIFETIME BRANDS INC COM | $3,444 | 0.00% | 600 | 600 | — | $3,444 | 新建仓 |
| — | QUINCE THERAPEUTICS INC COM | $3,348 | 0.00% | 33,018 | 33,018 | — | $3,348 | 新建仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $3,281 | 0.00% | 59 | 1 | 1.7% | $56 | 加仓 |
| CCJ | CAMECO CORP COM | $3,258 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | THE BEACHBODY COMPANY INC COM CL A NEW | $3,258 | 0.00% | 300 | 300 | — | $3,258 | 新建仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | $3,238 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $3,216 | 0.00% | 23 | -28 | -54.9% | -$3,915 | 减仓 |
| — | AKEBIA THREAPEUTICS INC COM | $3,190 | 0.00% | 2,295 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $3,179 | 0.00% | 64 | 1 | 1.6% | $50 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $3,166 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO COM | $2,995 | 0.00% | 11 | 11 | — | $2,995 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $2,990 | 0.00% | 200 | -529 | -72.6% | -$7,909 | 减仓 |
| DG | DOLLAR GEN CORP COM | $2,968 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $2,939 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $2,929 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $2,840 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC COM | $2,822 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $2,765 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $2,737 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $2,640 | 0.00% | 30 | 20 | 200.0% | $1,760 | 加仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2,611 | 0.00% | 110 | 50 | 83.3% | $1,187 | 加仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ITERUM THERAPEUTICS PLC SHS NEW | $2,479 | 0.00% | 82,617 | 82,617 | — | $2,479 | 新建仓 |
| FNV | FRANCO NEV CORP COM | $2,471 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,389 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $2,343 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $2,137 | 0.00% | 73 | -179 | -71.0% | -$5,240 | 减仓 |
| FTS | FORTIS INC COM | $2,120 | 0.00% | 38 | 6 | 18.8% | $335 | 加仓 |
| DHI | D R HORTON INC COM | $2,058 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $2,058 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $2,056 | 0.00% | 67 | 64 | 2,133.3% | $1,964 | 加仓 |
| MDU | MDU RES GROUP INC COM | $2,051 | 0.00% | 99 | 22 | 28.6% | $456 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $2,047 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP COM | $2,040 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $1,955 | 0.00% | 78 | -99 | -55.9% | -$2,481 | 减仓 |
| HL | HECLA MINING COMPANY COM | $1,863 | 0.00% | 100 | -3,400 | -97.1% | -$6.33万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1,772 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS SH BEN INT | $1,690 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC COM | $1,654 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1,652 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW COM | $1,644 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC COM | $1,636 | 0.00% | 19 | 5 | 35.7% | $431 | 加仓 |
| — | OSISKO DEVELOPMENT CORP COM NEW | $1,625 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SDGR | SCHRODINGER INC COM | $1,534 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $1,508 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $1,472 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC COM NEW | $1,470 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $1,404 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC CL A | $1,347 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $1,311 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| — | CANAAN INC SPONSORED ADS | $1,295 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $1,270 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC COM CL A | $1,268 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $1,264 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $1,257 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC COM NEW | $1,197 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP PUBCO ORD SHS | $1,191 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $1,170 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $1,083 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC CL A | $1,077 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $1,048 | 0.00% | 6 | 6 | — | $1,048 | 新建仓 |
| SMR | NUSCALE PWR CORP CL A COM | $900 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $887 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $846 | 0.00% | 10 | 2 | 25.0% | $169 | 加仓 |
| TMUS | T-MOBILE US INC COM | $840 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC COM | $837 | 0.00% | 58 | 8 | 16.0% | $115 | 加仓 |
| HNI | HNI CORP COM | $768 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $761 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $750 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $740 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP COM | $708 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP CL A | $694 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $685 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $675 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC COM | $651 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP COM CL A | $638 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA XRP ETF | $627 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC COM | $605 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC COM | $599 | 0.00% | 100 | 100 | — | $599 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $598 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $590 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $531 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC COM | $528 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $515 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $507 | 0.00% | 84 | 84 | — | $507 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $455 | 0.00% | 20 | -87 | -81.3% | -$1,979 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC COM | $429 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| KMX | CARMAX INC COM | $416 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NVAX | NOVAVAX INC COM NEW | $407 | 0.00% | 50 | 0 | 0.0% | — | 不变 |