13F 机构持仓

Genesis Financial Group, LLC

PARAMUS NJ · SEC CIK 0002097587

2026Q22026Q1 更早 9 个季度 🔒
$1.58亿2026Q1 申报市值
103持仓数
43.0%前十大占比 · 第一大 6.2%
27 / 24新建仓 / 清仓
申报市值走势$1.54亿2026Q2
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

TSLA 6.2%
PLTR 5.8%
GEV 4.8%
VWO 4.4%
META 4.1%
AMZN 4.0%
EFA 3.9%
IWM 3.4%
KMI 3.3%
PROSHARES TR 3.2%

2026Q1 买入最多 按季末市值估算

GEV 加仓+$624.30万
KMI 新建仓+$515.43万
PROSHARES TR 新建仓+$506.65万
LIN 新建仓+$445.59万
DIREXION SHARES 新建仓+$160.33万

2026Q1 卖出最多 按季末市值估算

GS 清仓-$545.60万
LRCX 清仓-$485.52万
MDT 清仓-$468.82万
PROSHARES TR 清仓-$347.93万
GLTR 减仓-$328.80万

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
GS GOLDMAN SACHS GROUP INC $00.00%0 -6,207-100.0% -$545.60万 清仓
LRCX LAM RESEARCH CORP $00.00%0 -28,363-100.0% -$485.52万 清仓
MDT MEDTRONIC PLC $00.00%0 -48,805-100.0% -$468.82万 清仓
— PROSHARES TR $00.00%0 -50,800-100.0% -$347.93万 清仓
NOW SERVICENOW INC $00.00%0 -13,845-100.0% -$212.09万 清仓
— GRANITESHARES ETF TR $00.00%0 -70,885-100.0% -$150.41万 清仓
— GRAYSCALE ETHEREUM TRUST ETF $00.00%0 -42,905-100.0% -$104.56万 清仓
GLD SPDR GOLD TR $00.00%0 -2,283-100.0% -$90.48万 清仓
— INVESTMENT MANAGERS SER TR I $00.00%0 -25,000-100.0% -$88.60万 清仓
RDDT REDDIT INC $00.00%0 -3,204-100.0% -$73.65万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -2,885-100.0% -$65.24万 清仓
KGC KINROSS GOLD CORP $00.00%0 -22,700-100.0% -$63.92万 清仓
PAAS PAN AMERN SILVER CORP $00.00%0 -12,132-100.0% -$62.86万 清仓
SLV ISHARES SILVER TR $00.00%0 -6,537-100.0% -$42.11万 清仓
— GRANITESHARES ETF TR $00.00%0 -6,125-100.0% -$41.78万 清仓
FSLR FIRST SOLAR INC $00.00%0 -1,500-100.0% -$39.18万 清仓
— TIDAL TRUST II $00.00%0 -100,000-100.0% -$38.50万 清仓
AG FIRST MAJESTIC SILVER CORP $00.00%0 -19,500-100.0% -$32.49万 清仓
— TIDAL TRUST II $00.00%0 -25,000-100.0% -$30.38万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -441-100.0% -$27.66万 清仓
— GRANITESHARES ETF TR $00.00%0 -8,000-100.0% -$25.62万 清仓
GOOG ALPHABET INC $00.00%0 —— — 申报中断
MSFT MICROSOFT CORP $00.00%0 -445-100.0% -$21.52万 清仓
BX BLACKSTONE INC $00.00%0 -1,360-100.0% -$20.96万 清仓
F FORD MTR CO $00.00%0 -150-100.0% -$2,625 清仓
LAES SEALSQ CORP $3.93万0.02%15,000 -28,080-65.2% -$7.36万 减仓
ABAT AMERICAN BATTERY TECHNOLOGY $5.58万0.04%20,000 00.0% — 不变
VVR INVESCO SR INCOME TR $6.68万0.04%20,735 -4,090-16.5% -$1.32万 减仓
— NOVAVAX INC 看涨期权 $8.14万0.05%10,000 10,000— $8.14万 新建仓
— NUSCALE PWR CORP 看跌期权 $10.84万0.07%10,000 10,000— $10.84万 新建仓
— WESTERN UN CO 看涨期权 $15.28万0.10%17,500 17,500— $15.28万 新建仓
RGTI RIGETTI COMPUTING INC $17.90万0.11%12,750 -2,665-17.3% -$3.74万 减仓
IVOV VANGUARD ADMIRAL FDS INC $20.85万0.13%2,045 2,045— $20.85万 新建仓
GOOGL ALPHABET INC $21.14万0.13%735 -25-3.3% -$7,189 减仓
VIOV VANGUARD ADMIRAL FDS INC $21.72万0.14%2,135 100.5% $1,017 加仓
— INVESTMENT MANAGERS SER TR I $22.85万0.14%8,333 8,333— $22.85万 新建仓
HYG ISHARES TR $23.34万0.15%2,934 -50-1.7% -$3,978 减仓
MLPB UBS AG LONDON BRANCH $23.37万0.15%8,050 8,050— $23.37万 新建仓
VOYG VOYAGER TECHNOLOGIES INC $23.39万0.15%10,000 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $24.01万0.15%4,550 00.0% — 不变
— TIDAL TRUST II $24.42万0.15%8,350 8,350— $24.42万 新建仓
— AST SPACEMOBILE INC 看涨期权 $24.86万0.16%3,000 3,000— $24.86万 新建仓
— APPLE INC 看跌期权 $25.38万0.16%1,000 1,000— $25.38万 新建仓
TIP ISHARES TR $25.66万0.16%2,325 452.0% $4,966 加仓
— NVIDIA CORPORATION 看跌期权 $26.16万0.17%1,500 1,500— $26.16万 新建仓
WMB WILLIAMS COS INC $30.35万0.19%4,170 4,170— $30.35万 新建仓
CVX CHEVRON CORPORATION $30.92万0.20%1,494 1,494— $30.92万 新建仓
ARCC ARES CAPITAL CORP $30.99万0.20%17,196 -391-2.2% -$7,046 减仓
DE DEERE & CO $31.42万0.20%558 142.6% $7,883 加仓
— TIDAL TRUST II $32.07万0.20%7,878 7,878— $32.07万 新建仓
LQD ISHARES TR $32.44万0.20%2,976 1706.1% $1.85万 加仓
— ABBVIE INC 看涨期权 $32.62万0.21%1,500 1,500— $32.62万 新建仓
MA MASTERCARD INCORPORATED $34.94万0.22%699 -502-41.8% -$25.10万 减仓
BIZD VANECK ETF TRUST $36.86万0.23%28,799 -475-1.6% -$6,080 减仓
EEM ISHARES TR $37.43万0.24%6,590 1251.9% $7,099 加仓
VCIT VANGUARD SCOTTSDALE FDS $38.52万0.24%4,655 501.1% $4,137 加仓
— TIDAL TRUST II $39.10万0.25%20,000 20,000— $39.10万 新建仓
ETW EATON VANCE TAX-MANAGED GLOB $39.11万0.25%44,542 1,1612.7% $1.02万 加仓
DXYZ DESTINY TECH100 INC $40.17万0.25%15,000 5,00050.0% $13.39万 加仓
IVW ISHARES TR $40.70万0.26%3,598 00.0% — 不变
VXUS VANGUARD STAR FDS $41.03万0.26%5,321 1,28431.8% $9.90万 加仓
— FIRST TR SR FLTG RATE INCOME $41.56万0.26%43,114 1,5073.6% $1.45万 加仓
— PFIZER INC 看涨期权 $42.12万0.27%15,000 15,000— $42.12万 新建仓
IVE ISHARES TR $45.40万0.29%2,150 401.9% $8,446 加仓
— THEMES ETF TR $47.30万0.30%20,000 20,000— $47.30万 新建仓
APLD APPLIED DIGITAL CORP $48.19万0.30%20,300 00.0% — 不变
TSLL DIREXION SHARES ETF TRUST $49.44万0.31%40,691 -5,692-12.3% -$6.92万 减仓
JAAA JANUS DETROIT STR TR $52.65万0.33%10,453 -59-0.6% -$2,972 减仓
QYLD GLOBAL X FDS $53.19万0.34%31,014 3,04110.9% $5.22万 加仓
CNOB CONNECTONE BANCORP INC $54.59万0.34%20,392 00.0% — 不变
CAT CATERPILLAR INC $58.46万0.37%825 -10-1.2% -$7,086 减仓
— GRANITESHARES ETF TR $59.24万0.37%40,000 -80,000-66.7% -$118.47万 减仓
MGV VANGUARD WORLD FD $59.86万0.38%4,130 00.0% — 不变
— PROSHARES TR II $60.85万0.38%9,900 -46,920-82.6% -$288.37万 减仓
PL PLANET LABS PBC $62.89万0.40%22,500 00.0% — 不变
QLD PROSHARES TR $64.72万0.41%10,610 00.0% — 不变
— PROSHARES TR II $69.39万0.44%34,384 -57,203-62.5% -$115.44万 减仓
— GRANITESHARES ETF TR $74.48万0.47%30,180 -2,508-7.7% -$6.19万 减仓
LMND LEMONADE INC $78.35万0.50%12,500 00.0% — 不变
— ETF OPPORTUNITIES TRUST $79.34万0.50%20,000 20,000— $79.34万 新建仓
JNK SPDR SERIES TRUST $80.54万0.51%8,414 -222-2.6% -$2.13万 减仓
— ETF OPPORTUNITIES TRUST $84.41万0.53%53,155 53,155— $84.41万 新建仓
— GRANITESHARES ETF TR $86.74万0.55%114,888 46,22567.3% $34.90万 加仓
IEFA ISHARES TR $88.81万0.56%9,809 450.5% $4,074 加仓
VNQ VANGUARD INDEX FDS $89.57万0.57%10,098 1,56318.3% $13.86万 加仓
JPM JPMORGAN CHASE & CO $90.52万0.57%3,077 -88-2.8% -$2.59万 减仓
— DIREXION SHARES ETF TRUST $91.08万0.58%51,400 6,00013.2% $10.63万 加仓
AAPL APPLE INC $97.01万0.61%3,822 290.8% $7,361 加仓
XBI SPDR SERIES TRUST $99.63万0.63%7,800 7,800— $99.63万 新建仓
AMLP ALPS ETF TR $103.92万0.66%19,742 19,742— $103.92万 新建仓
ALAB ASTERA LABS INC $106.86万0.68%9,750 -1,150-10.6% -$12.60万 减仓
SHOP SHOPIFY INC $128.11万0.81%10,800 00.0% — 不变
— DIREXION SHARES ETF TRUST $132.24万0.84%129,013 -68,640-34.7% -$70.36万 减仓
GLTR ABRDN PRECIOUS METALS BASKET $140.51万0.89%6,424 -15,033-70.1% -$328.80万 减仓
QQQ INVESCO QQQ TR $146.43万0.93%2,537 00.0% — 不变
VOT VANGUARD INDEX FDS $149.59万0.95%5,813 3265.9% $8.39万 加仓
VBR VANGUARD INDEX FDS $150.45万0.95%6,925 2303.4% $5.00万 加仓
VOE VANGUARD INDEX FDS $158.48万1.00%8,600 2162.6% $3.98万 加仓
— DIREXION SHARES ETF TRUST $160.33万1.01%114,850 114,850— $160.33万 新建仓
VBK VANGUARD INDEX FDS $162.50万1.03%5,376 1633.1% $4.93万 加仓