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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $1,003.05万 | 6.53% | 23,848 | -2,580 | -9.8% | -$108.51万 | 减仓 |
| GEV | GE VERNOVA INC | $834.41万 | 5.43% | 7,102 | -1,617 | -18.5% | -$189.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $796.93万 | 5.19% | 68,306 | 5,664 | 9.0% | $66.08万 | 加仓 |
| IWM | ISHARES TR | $756.27万 | 4.92% | 25,171 | 3,182 | 14.5% | $95.60万 | 加仓 |
| AMZN | AMAZON COM INC | $705.44万 | 4.59% | 29,598 | -564 | -1.9% | -$13.44万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $694.72万 | 4.52% | 116,387 | -11,278 | -8.8% | -$67.32万 | 减仓 |
| META | META PLATFORMS INC | $631.00万 | 4.11% | 11,202 | -218 | -1.9% | -$12.28万 | 减仓 |
| EFA | ISHARES TR | $599.03万 | 3.90% | 57,666 | -5,529 | -8.7% | -$57.44万 | 减仓 |
| LIN | LINDE PLC | $584.29万 | 3.80% | 11,259 | 2,271 | 25.3% | $117.86万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $530.25万 | 3.45% | 19,200 | -1,000 | -5.0% | -$27.62万 | 减仓 |
| ALAB | ASTERA LABS INC | $470.94万 | 3.06% | 9,750 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $414.03万 | 2.69% | 13,678 | -2,572 | -15.8% | -$77.85万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $401.72万 | 2.61% | 125,656 | -28,065 | -18.3% | -$89.72万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $386.78万 | 2.52% | 61,757 | 61,757 | — | $386.78万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $345.74万 | 2.25% | 40,137 | 489 | 1.2% | $4.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $323.81万 | 2.11% | 14,858 | 362 | 2.5% | $7.89万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $275.87万 | 1.80% | 38,230 | -28,301 | -42.5% | -$204.22万 | 减仓 |
| IWC | ISHARES TR | $241.05万 | 1.57% | 12,050 | 750 | 6.6% | $15.00万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $201.85万 | 1.31% | 5,520 | 144 | 2.7% | $5.27万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $187.17万 | 1.22% | 6,111 | 298 | 5.1% | $9.13万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $176.25万 | 1.15% | 8,920 | 320 | 3.7% | $6.32万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $173.76万 | 1.13% | 7,151 | 226 | 3.3% | $5.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $172.82万 | 1.12% | 8,637 | -4,088 | -32.1% | -$81.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $171.36万 | 1.12% | 2,327 | -210 | -8.3% | -$15.46万 | 减仓 |
| XBI | SPDR SERIES TRUST | $157.46万 | 1.02% | 9,950 | 2,150 | 27.6% | $34.02万 | 加仓 |
| LLY | ELI LILLY & CO | $148.64万 | 0.97% | 1,239 | 1,239 | — | $148.64万 | 新建仓 |
| AGQ | PROSHARES TR II | $141.83万 | 0.92% | 20,855 | 855 | 4.3% | $5.81万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $141.57万 | 0.92% | 7,815 | 1,391 | 21.7% | $25.20万 | 加仓 |
| V | VISA INC | $137.94万 | 0.90% | 4,021 | -1,473 | -26.8% | -$50.53万 | 减仓 |
| AVGO | BROADCOM INC | $131.46万 | 0.86% | 3,480 | -1,883 | -35.1% | -$71.13万 | 减仓 |
| — | CANTOR EQUITY PARTNERS II IN | $127.37万 | 0.83% | 94,909 | 94,909 | — | $127.37万 | 新建仓 |
| SHOP | SHOPIFY INC | $119.89万 | 0.78% | 10,500 | -300 | -2.8% | -$3.43万 | 减仓 |
| AAPL | APPLE INC | $106.24万 | 0.69% | 3,672 | -150 | -3.9% | -$4.34万 | 减仓 |
| AMLP | ALPS ETF TR | $105.16万 | 0.68% | 20,282 | 540 | 2.7% | $2.80万 | 加仓 |
| QLD | PROSHARES TR | $102.66万 | 0.67% | 10,610 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $100.63万 | 0.65% | 74,263 | -149,327 | -66.8% | -$202.34万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $99.53万 | 0.65% | 10,321 | 223 | 2.2% | $2.15万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $99.29万 | 0.65% | 3,033 | -44 | -1.4% | -$1.44万 | 减仓 |
| IEFA | ISHARES TR | $93.25万 | 0.61% | 9,655 | -154 | -1.6% | -$1.49万 | 减仓 |
| — | BANK MONTREAL MEDIUM | $89.56万 | 0.58% | 10,503 | 503 | 5.0% | $4.29万 | 加仓 |
| CAT | CATERPILLAR INC | $87.89万 | 0.57% | 825 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $86.24万 | 0.56% | 20,000 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $81.31万 | 0.53% | 12,500 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $79.65万 | 0.52% | 8,265 | -149 | -1.8% | -$1.44万 | 减仓 |
| — | CANTON STRATEGIC HOLDINGS IN | $76.42万 | 0.50% | 270,992 | 270,992 | — | $76.42万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $74.89万 | 0.49% | 95,160 | 95,160 | — | $74.89万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $74.60万 | 0.49% | 20,000 | -300 | -1.5% | -$1.12万 | 减仓 |
| PL | PLANET LABS PBC | $74.54万 | 0.49% | 22,500 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $67.50万 | 0.44% | 4,130 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $64.11万 | 0.42% | 30,000 | 30,000 | — | $64.11万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $62.20万 | 0.40% | 35,500 | -15,900 | -30.9% | -$27.86万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $58.21万 | 0.38% | 41,111 | 420 | 1.0% | $5,947 | 加仓 |
| QYLD | GLOBAL X FDS | $57.61万 | 0.37% | 31,256 | 242 | 0.8% | $4,460 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $54.06万 | 0.35% | 10,707 | 254 | 2.4% | $1.28万 | 加仓 |
| SNOW | SNOWFLAKE INC | $53.45万 | 0.35% | 2,100 | 2,100 | — | $53.45万 | 新建仓 |
| IVW | ISHARES TR | $49.41万 | 0.32% | 3,593 | -5 | -0.1% | -$688 | 减仓 |
| IVE | ISHARES TR | $49.05万 | 0.32% | 2,160 | 10 | 0.5% | $2,271 | 加仓 |
| VXUS | VANGUARD STAR FDS | $46.70万 | 0.30% | 5,462 | 141 | 2.6% | $1.21万 | 加仓 |
| GH | GUARDANT HEALTH INC | $45.01万 | 0.29% | 3,000 | 3,000 | — | $45.01万 | 新建仓 |
| EEM | ISHARES TR | $44.75万 | 0.29% | 6,541 | -49 | -0.7% | -$3,352 | 减仓 |
| — | GRANITESHARES ETF TR | $44.49万 | 0.29% | 85,400 | -144,376 | -62.8% | -$75.22万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $43.45万 | 0.28% | 45,071 | 529 | 1.2% | $5,100 | 加仓 |
| BROS | DUTCH BROS INC | $43.09万 | 0.28% | 6,000 | 6,000 | — | $43.09万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $38.70万 | 0.25% | 40,057 | -3,057 | -7.1% | -$2.95万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $38.64万 | 0.25% | 15,000 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $38.32万 | 0.25% | 3,900 | 3,900 | — | $38.32万 | 新建仓 |
| WFC | WELLS FARGO & CO | $37.23万 | 0.24% | 4,505 | 4,505 | — | $37.23万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $35.57万 | 0.23% | 28,099 | -700 | -2.4% | -$8,862 | 减仓 |
| DE | DEERE & CO | $35.46万 | 0.23% | 559 | 1 | 0.2% | $634 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $33.44万 | 0.22% | 10,000 | -10,392 | -51.0% | -$34.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $33.26万 | 0.22% | 648 | -51 | -7.3% | -$2.62万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $32.25万 | 0.21% | 10,000 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $31.64万 | 0.21% | 36,704 | 36,704 | — | $31.64万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.38万 | 0.20% | 755 | 755 | — | $31.38万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $31.14万 | 0.20% | 913 | 913 | — | $31.14万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $31.02万 | 0.20% | 16,739 | -457 | -2.7% | -$8,468 | 减仓 |
| WMB | WILLIAMS COS INC | $31.00万 | 0.20% | 4,170 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $30.95万 | 0.20% | 1,500 | 1,500 | — | $30.95万 | 新建仓 |
| FTNT | FORTINET INC | $30.72万 | 0.20% | 2,000 | 2,000 | — | $30.72万 | 新建仓 |
| GOOGL | ALPHABET INC | $26.98万 | 0.18% | 755 | 20 | 2.7% | $7,147 | 加仓 |
| RKLB | ROCKET LAB CORP | $25.67万 | 0.17% | 2,525 | 2,525 | — | $25.67万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $25.11万 | 0.16% | 2,140 | 5 | 0.2% | $587 | 加仓 |
| CVX | CHEVRON CORPORATION | $24.81万 | 0.16% | 1,497 | 3 | 0.2% | $497 | 加仓 |
| MLPB | UBS AG LONDON BRANCH | $24.63万 | 0.16% | 8,550 | 500 | 6.2% | $1.44万 | 加仓 |
| GOOG | ALPHABET INC | $24.38万 | 0.16% | 690 | 0 | 0.0% | — | 重新持有 |
| RGTI | RIGETTI COMPUTING INC | $24.15万 | 0.16% | 12,500 | -250 | -2.0% | -$4,830 | 减仓 |
| BLLN | BILLIONTOONE INC | $24.00万 | 0.16% | 2,000 | 2,000 | — | $24.00万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.82万 | 0.15% | 410 | 410 | — | $23.82万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $23.38万 | 0.15% | 2,050 | 5 | 0.2% | $570 | 加仓 |
| HYG | ISHARES TR | $22.46万 | 0.15% | 2,809 | -125 | -4.3% | -$9,996 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.26万 | 0.14% | 1,303 | 1,303 | — | $22.26万 | 新建仓 |
| VST | VISTRA CORP | $22.21万 | 0.14% | 1,400 | 1,400 | — | $22.21万 | 新建仓 |
| IEMG | ISHARES INC | $20.70万 | 0.13% | 2,498 | 2,498 | — | $20.70万 | 新建仓 |
| IJS | ISHARES TR | $20.65万 | 0.13% | 1,511 | 1,511 | — | $20.65万 | 新建仓 |
| ONDS | ONDAS INC | $20.60万 | 0.13% | 25,000 | 25,000 | — | $20.60万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $20.36万 | 0.13% | 27,000 | 27,000 | — | $20.36万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $15.25万 | 0.10% | 14,320 | -38,835 | -73.1% | -$41.36万 | 减仓 |
| VVR | INVESCO SR INCOME TR | $6.26万 | 0.04% | 20,861 | 126 | 0.6% | $378 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $5.66万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $3.54万 | 0.02% | 52,000 | 52,000 | — | $3.54万 | 新建仓 |