Genesis Financial Group, LLC
PARAMUS NJ · SEC CIK 0002097587
$1.54亿2026Q2 申报市值
100持仓数
46.4%前十大占比 · 第一大 6.5%
26 / 30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
CRCL 新建仓+$386.78万
LLY 新建仓+$148.64万
CANTOR EQUITY PA 新建仓+$127.37万
LIN 加仓+$117.86万
IWM 加仓+$95.60万
2026Q2 卖出最多 按季末市值估算
PFE 清仓-$237.79万
UBER 减仓-$204.22万
PROSHARES TR 减仓-$202.34万
GEV 减仓-$189.98万
CIBR 清仓-$189.65万
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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $131.46万 | 0.86% | 3,480 | -1,883 | -35.1% | -$71.13万 | 减仓 |
| V | VISA INC | $137.94万 | 0.90% | 4,021 | -1,473 | -26.8% | -$50.53万 | 减仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $141.57万 | 0.92% | 7,815 | 1,391 | 21.7% | $25.20万 | 加仓 |
| AGQ | PROSHARES TR II | $141.83万 | 0.92% | 20,855 | 855 | 4.3% | $5.81万 | 加仓 |
| LLY | ELI LILLY & CO | $148.64万 | 0.97% | 1,239 | 1,239 | — | $148.64万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $157.46万 | 1.02% | 9,950 | 2,150 | 27.6% | $34.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $171.36万 | 1.12% | 2,327 | -210 | -8.3% | -$15.46万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $172.82万 | 1.12% | 8,637 | -4,088 | -32.1% | -$81.80万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $173.76万 | 1.13% | 7,151 | 226 | 3.3% | $5.49万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $176.25万 | 1.15% | 8,920 | 320 | 3.7% | $6.32万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $187.17万 | 1.22% | 6,111 | 298 | 5.1% | $9.13万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $201.85万 | 1.31% | 5,520 | 144 | 2.7% | $5.27万 | 加仓 |
| IWC | ISHARES TR | $241.05万 | 1.57% | 12,050 | 750 | 6.6% | $15.00万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $275.87万 | 1.80% | 38,230 | -28,301 | -42.5% | -$204.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $323.81万 | 2.11% | 14,858 | 362 | 2.5% | $7.89万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $345.74万 | 2.25% | 40,137 | 489 | 1.2% | $4.21万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $386.78万 | 2.52% | 61,757 | 61,757 | — | $386.78万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $401.72万 | 2.61% | 125,656 | -28,065 | -18.3% | -$89.72万 | 减仓 |
| BE | BLOOM ENERGY CORP | $414.03万 | 2.69% | 13,678 | -2,572 | -15.8% | -$77.85万 | 减仓 |
| ALAB | ASTERA LABS INC | $470.94万 | 3.06% | 9,750 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $530.25万 | 3.45% | 19,200 | -1,000 | -5.0% | -$27.62万 | 减仓 |
| LIN | LINDE PLC | $584.29万 | 3.80% | 11,259 | 2,271 | 25.3% | $117.86万 | 加仓 |
| EFA | ISHARES TR | $599.03万 | 3.90% | 57,666 | -5,529 | -8.7% | -$57.44万 | 减仓 |
| META | META PLATFORMS INC | $631.00万 | 4.11% | 11,202 | -218 | -1.9% | -$12.28万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $694.72万 | 4.52% | 116,387 | -11,278 | -8.8% | -$67.32万 | 减仓 |
| AMZN | AMAZON COM INC | $705.44万 | 4.59% | 29,598 | -564 | -1.9% | -$13.44万 | 减仓 |
| IWM | ISHARES TR | $756.27万 | 4.92% | 25,171 | 3,182 | 14.5% | $95.60万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $796.93万 | 5.19% | 68,306 | 5,664 | 9.0% | $66.08万 | 加仓 |
| GEV | GE VERNOVA INC | $834.41万 | 5.43% | 7,102 | -1,617 | -18.5% | -$189.98万 | 减仓 |
| TSLA | TESLA INC | $1,003.05万 | 6.53% | 23,848 | -2,580 | -9.8% | -$108.51万 | 减仓 |