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Gateway Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Gateway Wealth Partners, LLC

报告期 2026-03-31 · CIK 0001966037

持仓数

925

前50大市值合计

$1.10B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVV ISHARES TR

CORE S&P500 ETF

$64.7M

99,077

5.9%

AAPL APPLE INC

COM

$54.6M

214,976

5.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$53.2M

695,533

4.9%

NVDA NVIDIA CORPORATION

COM

$38.3M

219,824

3.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$35.8M

54,971

3.3%

EEMA ISHARES INC

MSCI EM ASIA ETF

$32.8M

343,115

3.0%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$30.3M

272,522

2.8%

TOUS T ROWE PRICE ETF INC

INTERNATIONAL EQ

$28.8M

834,698

2.6%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$28.4M

1,107,920

2.6%

PYLD PIMCO ETF TR

MULTISECTOR BD

$27.2M

1,038,649

2.5%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$25.8M

326,097

2.4%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$23.8M

215,708

2.2%

IEMG ISHARES INC

CORE MSCI EMKT

$23.8M

341,149

2.2%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$23.2M

63,175

2.1%

IUSB ISHARES TR

CORE UNIVRSL USD

$22.9M

495,031

2.1%

MSFT MICROSOFT CORP

COM

$22.5M

60,917

2.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$22.5M

69,983

2.0%

BIL SPDR SERIES TRUST

STATE STREET SPD

$21.9M

238,998

2.0%

FTSM FIRST TR EXCHANGE-TRADED FD

FIRST TR ENH NEW

$21.5M

360,020

2.0%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$21.3M

452,776

1.9%

AMZN AMAZON COM INC

COM

$21.2M

101,990

1.9%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$20.7M

366,709

1.9%

IVE ISHARES TR

S&P 500 VAL ETF

$20.7M

98,088

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$19.8M

69,027

1.8%

IVW ISHARES TR

S&P 500 GRWT ETF

$19.8M

174,730

1.8%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$18.3M

315,300

1.7%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$18.1M

122,539

1.7%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$17.8M

210,314

1.6%

UCON FIRST TR EXCHNG TRADED FD VI

SMITH UNCONSTRAI

$17.1M

690,142

1.6%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$17.0M

249,140

1.6%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$16.9M

324,790

1.5%

LDUR PIMCO ETF TR

ENHNCD LW DUR AC

$16.9M

176,020

1.5%

BBIN J P MORGAN EXCHANGE TRADED F

BETABUILDERS I

$16.5M

225,948

1.5%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$15.7M

169,052

1.4%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$15.6M

177,509

1.4%

GLD SPDR GOLD TR

GOLD SHS

$15.6M

36,184

1.4%

EFV ISHARES TR

EAFE VALUE ETF

$14.9M

199,828

1.4%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$14.8M

437,526

1.3%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$13.8M

351,046

1.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$13.6M

69,262

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$13.3M

50,797

1.2%

FV FIRST TR EXCHANGE TRADED FD

DORSEY WRT 5 ETF

$13.0M

214,630

1.2%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$13.0M

132,366

1.2%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$12.9M

160,483

1.2%

HYG ISHARES TR

IBOXX HI YD ETF

$12.8M

160,918

1.2%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$12.8M

388,529

1.2%

GOVT ISHARES TR

US TREAS BD ETF

$12.6M

551,459

1.2%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$12.6M

296,837

1.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$12.4M

64,713

1.1%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$12.1M

239,812

1.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

25%前 6 大占比

IVV5.9%AAPL5.0%SPYM4.9%NVDA3.5%SPY3.3%EEMA3.0%