GenWealth Group, Inc.

报告期 2026-03-31 · CIK 0001713678

持仓数

前50大市值合计

$573.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q1 调仓2021-12-31 → 2022-03-31 · 共 56 项建仓 9增持 25减持 16清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

IWP ISHARES RUSSELL MID-CAP GROWTH ETF

+$17.0M

169,634

清仓

GLD SPDR GOLD SHARES

-$15.9M

0 -100%

增持

VUG VANGUARD GROWTH INDEX FUND

-$3.2M

108,374 +1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

清仓

TLH ISHARES 10-20 YEAR TREASURY BOND ETF

-$3.2M

0 -100%

减持

IVV ISHARES CORE S&P 500 ETF

-$2.6M

34,664 -10%

清仓

IEI ISHARES 3-7 YEAR TREASURY BOND ETF

-$1.4M

0 -100%

增持

QQQ INVESCO QQQ TRUST

-$1.4M

43,762 +1%

增持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

+$1.4M

341,356 +11%

增持

VGLT VANGUARD LONG-TERM GOVERNMENT BOND ETF

+$1.2M

205,538 +20%

增持

IAU ISHARES GOLD TRUST

+$1.1M

523,786 +0%

减持

QLD PROSHARES ULTRA QQQ

-$1.0M

59,339 -1%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$935.0K

151,107 +18%

增持

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF

-$856.0K

517,051 +0%

增持

VOO VANGUARD S&P 500 ETF

-$840.0K

56,350 +2%

增持

SSO PROSHARES ULTRA S&P 500

-$818.0K

79,164 +93%

增持

RAFE PIMCO RAFI ESG U.S. ETF

+$696.0K

48,050 +93%

增持

ESGV VANGUARD ESG U.S. STOCK ETF

+$655.0K

18,582 +92%

减持

SPY SPDR S&P 500 ETF

-$646.0K

21,563 -1%

增持

USXF ISHARES ESG ADVANCED MSCI USA ETF

+$645.0K

41,466 +96%

增持

ZROZ PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND

+$520.0K

121,948 +19%

增持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF

-$507.0K

44,462 +1%

清仓

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

-$499.0K

0 -100%

增持

DDM PROSHARES ULTRA DOW 30

-$460.0K

63,795 +0%

减持

IVW ISHARES S&P 500 GROWTH ETF

-$460.0K

42,854 -4%

建仓

MA MASTERCARD INCORPORATED CL A

+$422.0K

1,182

建仓

NUMG NUVEEN ESG MID-CAP GROWTH ETF

+$421.0K

9,611

建仓

XJH ISHARES ESG SCREENED S&P MID-CAP ETF

+$417.0K

11,402

增持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

+$414.0K

56,140 +40%

减持

IWF ISHARES RUSSELL 1000 GROWTH ETF

-$413.0K

12,527 -2%

建仓

NULG NUVEEN ESG LARGE-CAP GROWTH ETF

+$400.0K

6,580

建仓

NULV NUVEEN ESG LARGE-CAP VALUE ETF

+$398.0K

10,477

建仓

ESGU ISHARES ESG AWARE MSCI USA ETF

+$392.0K

3,871

减持

ILCG ISHARES MORNINGSTAR GROWTH ETF

-$385.0K

45,731 -2%

减持

OEF ISHARES S&P 100 ETF

-$357.0K

27,398 -1%

建仓

— EXXON MOBIL CORP COM

+$221.0K

2,677

清仓

SHV ISHARES SHORT TREASURY BOND ETF

-$216.0K

0 -100%

建仓

COP CONOCOPHILLIPS COM

+$215.0K

2,152

清仓

IJH ISHARES S&P MIDCAP FUND

-$205.0K

0 -100%

减持

IWB ISHARES RUSSELL 1000 ETF

-$187.0K

8,624 -3%

增持

VTV VANGUARD VALUE INDEX FUND

+$139.0K

7,992 +13%

增持

SCHX SCHWAB U.S. LARGE-CAP ETF

+$127.0K

14,652 +152%

减持

IVE ISHARES S&P 500 VALUE ETF

-$120.0K

20,616 -3%

减持

IJR ISHARES S&P SMALL-CAP FUND

-$83.0K

2,615 -18%

减持

AAPL APPLE INC COM

-$80.0K

9,848 -3%

增持

JPM JPMORGAN CHASE & CO COM

-$80.0K

4,729 +3%

减持

IYY ISHARES DOW JONES U.S. ETF

-$74.0K

9,808 -1%

增持

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF

-$72.0K

30,586 +112%

增持

SPYM SPDR PORTFOLIO S&P 500 ETF

+$70.0K

219,157 +6%

减持

IUSG ISHARES CORE S&P U.S. GROWTH ETF

-$46.0K

4,373 -1%

减持

VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF

-$41.0K

7,678 -3%

增持

IWS ISHARES RUSSELL MID-CAP VALUE ETF

-$23.0K

143,638 +2%

增持

JNJ JOHNSON & JOHNSON COM

+$21.0K

3,180 +0%

增持

T AT&T INC COM

-$12.0K

13,825 +0%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

-$12.0K

114,962 +9%

减持

VZ VERIZON COMMUNICATIONS INC COM

-$9.0K

6,857 -1%

减持

IUSV ISHARES CORE S&P U.S. VALUE ETF

-$4.0K

2,693 -1%