13F 机构持仓

Gen-Wealth Partners Inc

ZEELAND MI · SEC CIK 0002023375

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 23.5%
VBK 16.4%
VTI 12.5%
SPYM 2.5%
VXUS 1.7%
DYNF 1.6%
BND 1.6%
IVE 1.4%
IVW 1.3%
IVV 1.2%

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
NTRA NATERA INC COM $4000.00%2 00.0% — 不变
— NANO DIMENSION LTD SPONSORD ADS NEW $3670.00%216 00.0% — 不变
— URANIUM RTY CORP COM $3650.00%100 00.0% — 不变
— ESPERION THERAPEUTICS INC NEW COM $3560.00%130 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC COM NEW $3460.00%75 00.0% — 不变
KSS KOHLS CORP COM $3230.00%25 00.0% — 不变
PRGO PERRIGO CO PLC SHS $3220.00%30 00.0% — 不变
ELF E L F BEAUTY INC COM $3030.00%5 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TRUST ETF $3000.00%10 00.0% — 不变
— CARIBOU BIOSCIENCES INC COM $2580.00%136 00.0% — 不变
VKTX VIKING THERAPEUTICS INC COM $2280.00%7 00.0% — 不变
ALAB ASTERA LABS INC COM $2190.00%2 00.0% — 不变
NVCR NOVOCURE LTD ORD SHS $2070.00%19 00.0% — 不变
TDOC TELADOC HEALTH INC COM $1850.00%34 00.0% — 不变
VTRS VIATRIS INC COM $1620.00%12 00.0% — 不变
— WESTPORT FUEL SYSTEMS INC COM $1570.00%86 00.0% — 不变
EDIT EDITAS MEDICINE INC COM $1310.00%53 00.0% — 不变
TWLO TWILIO INC CL A $1260.00%1 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $970.00%4 4— $97 新建仓
PACB PACIFIC BIOSCIENCES CALIF INC COM $920.00%70 00.0% — 不变
GRAL GRAIL INC COM $520.00%1 00.0% — 不变
IBB ISHARES BIOTECHNOLOGY ETF $410.00%0 -45-100.0% -$7,635 清仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 K $410.00%67 67— $41 新建仓
DNA GINKGO BIOWORKS HOLDINGS INC CL A NEW $310.00%5 00.0% — 不变
SNAP SNAP INC CL A $230.00%5 00.0% — 不变
— GABELLI EQUITY TR INC RT EXP 041426 $220.00%3,100 3,100— $22 新建仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 A $160.00%67 67— $16 新建仓
— OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z $160.00%67 67— $16 新建仓
TRGP TARGA RES CORP COM $00.00%0 -1,343-100.0% -$24.78万 清仓
EXEL EXELIXIS INC COM $00.00%0 -4,831-100.0% -$21.17万 清仓
GWRE GUIDEWIRE SOFTWARE INC COM $00.00%0 -925-100.0% -$18.59万 清仓
AMT AMERICAN TOWER CORP COM $00.00%0 -517-100.0% -$9.08万 清仓
HOOD ROBINHOOD MKTS INC COM CL A $00.00%0 -614-100.0% -$6.94万 清仓
— COMERICA INC COM $00.00%0 -580-100.0% -$5.04万 清仓
RWR STATE STREET SPDR DOW JONES REIT ETF $00.00%0 -354-100.0% -$3.48万 清仓
— MANHATTAN BRDG CAP INC COM $00.00%0 —— — 申报中断
— ITERUM THERAPEUTICS PLC SHS NEW $00.00%0 -84,630-100.0% -$2.84万 清仓
AHR AMERICAN HEALTHCARE REIT INC COM SHS $00.00%0 -585-100.0% -$2.75万 清仓
ARIS ARIS MNG CORP COM $00.00%0 -1,000-100.0% -$1.62万 清仓
MSIF MSC INCOME FUND INC COM $00.00%0 -1,030-100.0% -$1.35万 清仓
XETYX EATON VANCE TAX-MANAGED DIVERS COM $00.00%0 -850-100.0% -$1.30万 清仓
BVN COMPANIA DE MINAS BUENAVENTURA SPONSORED ADR $00.00%0 —— — 申报中断
KEYS KEYSIGHT TECHNOLOGIES INC COM $00.00%0 -32-100.0% -$6,502 清仓
BTZ BLACKROCK CR ALLOCATION COM $00.00%0 -575-100.0% -$6,227 清仓
SCHB SCHWAB U.S. BROAD MARKET ETF $00.00%0 -233-100.0% -$6,122 清仓
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $00.00%0 -426-100.0% -$4,154 清仓
VALE VALE S A SPONSORED ADS $00.00%0 -300-100.0% -$3,909 清仓
— VILLAGE FARMS INTL INC COM $00.00%0 -1,000-100.0% -$3,650 清仓
NEWP NEW PAC METALS CORP COM $00.00%0 -1,000-100.0% -$3,510 清仓
— THOMSON REUTERS CORP COM $00.00%0 -7-100.0% -$923 清仓
FG F&G ANNUITIES & LIFE INC COMMON STOCK $00.00%0 -17-100.0% -$524 清仓