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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
$1.10B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 41
增持 63
减持 27
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$7.3M
1,565,646
+3%
增持
AAPL
APPLE INC
+$6.3M
178,039
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.3M
178,938
+33%
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。
增持
SPY
SPDR S&P 500 ETF TR
+$4.2M
131,149
+1%
建仓
AVUS
AMERICAN CENTY ETF TR
+$3.9M
55,425
建仓
AVDE
AMERICAN CENTY ETF TR
+$2.5M
44,054
增持
—
ISHARES TR
+$2.2M
351,955
+34%
增持
—
ISHARES TR
+$2.2M
339,061
+36%
建仓
QUAL
ISHARES TR
+$2.2M
17,518
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$2.1M
41,580
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$1.9M
106,162
+305%
增持
SPSM
SPDR SER TR
+$1.9M
501,083
+9%
减持
ESGU
ISHARES TR
-$1.8M
15,523
-59%
减持
VOO
VANGUARD INDEX FDS
+$1.7M
80,757
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.5M
23,307
-2%
增持
SPMD
SPDR SER TR
+$1.5M
1,005,116
+0%
增持
SPYV
SPDR SER TR
+$1.4M
69,405
+85%
建仓
IEMG
ISHARES INC
+$1.3M
27,156
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$1.3M
18,108
+528%
减持
SPAB
SPDR SER TR
-$1.2M
787,724
-8%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
10,896
+80%
清仓
EEMV
ISHARES MSCI
-$992.2K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$932.9K
159,891
+30%
建仓
RAVI
FLEXSHARES TR
+$887.0K
11,858
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$881.8K
86,342
-13%
增持
XLP
SELECT SECTOR SPDR TR
+$872.0K
75,550
+18%
增持
IVV
ISHARES TR
+$867.0K
15,334
+8%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$845.4K
32,359
+78%
建仓
SPIB
SPDR SER TR
+$837.0K
25,763
增持
VXUS
VANGUARD STAR FDS
+$828.0K
145,239
+4%
减持
SPGM
SPDR INDEX SHS FDS
+$827.1K
283,311
-1%
建仓
AVUV
AMERICAN CENTY ETF TR
+$815.4K
11,010
增持
IUSB
ISHARES TR
+$802.0K
65,904
+32%
建仓
AVEM
AMERICAN CENTY ETF TR
+$801.0K
15,145
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$782.9K
58,392
+39%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$762.9K
243,306
+14%
增持
BND
VANGUARD BD INDEX FDS
+$709.7K
168,188
+3%
增持
OTTR
OTTER TAIL CORP
+$666.9K
27,271
+23%
减持
SPDW
SPDR INDEX SHS FDS
-$653.3K
857,753
-10%
建仓
SPTI
SPDR SER TR
+$650.7K
22,486
增持
MSFT
MICROSOFT CORP
+$617.6K
10,605
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$616.2K
17,717
+27%
建仓
TSLA
TESLA INC
+$609.9K
2,940
建仓
LPLA
LPL FINL HLDGS INC
+$604.7K
2,988
增持
EFG
ISHARES TR
+$522.1K
19,208
+26%
增持
VV
VANGUARD INDEX FDS
+$514.1K
16,750
+12%
建仓
EMBD
GLOBAL X FDS
+$503.7K
23,083
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$487.6K
53,958
+22%
清仓
SHYG
ISHARES
-$459.9K
0
-100%
清仓
GEO
GEO GROUP
-$449.9K
0
-100%
增持
SPYG
SPDR SER TR
+$443.8K
27,577
+29%
增持
AMZN
AMAZON COM INC
+$433.1K
19,070
+4%
清仓
MTUM
ISHARES MSCI
-$414.3K
0
-100%
减持
WIP
SPDR SER TR
-$411.7K
65,814
-17%
增持
GOVT
ISHARES TR
+$408.2K
42,802
+64%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$400.3K
278,132
+6%
建仓
META
META PLATFORMS INC
+$400.1K
1,888
建仓
SMH
VANECK ETF TRUST
+$393.3K
1,494
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$377.9K
7,724
建仓
BIBL
NORTHERN LTS FD TR IV
+$360.9K
11,482
增持
XLU
SELECT SECTOR SPDR TR
+$359.6K
49,576
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$351.6K
8,149
+15%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$349.5K
12,475
-38%
增持
VB
VANGUARD INDEX FDS
+$347.5K
33,077
+3%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$344.1K
3,514
清仓
CAH
CARDINAL HEALTH
-$339.1K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$317.6K
201,906
+1%
增持
XLV
SELECT SECTOR SPDR TR
+$314.8K
30,006
+14%
增持
IYW
ISHARES TR
+$312.5K
9,116
+27%
增持
VO
VANGUARD INDEX FDS
+$310.1K
9,704
+14%
清仓
UNP
UNION PACIFIC CORP
-$308.2K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$307.1K
16,310
建仓
BIL
SPDR SER TR
+$300.6K
3,274
建仓
GOOG
ALPHABET INC
+$288.0K
2,769
清仓
MCK
MCKESSON CORP
-$286.2K
0
-100%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$282.8K
13,457
+45%
建仓
APPS
DIGITAL TURBINE INC
+$280.6K
22,700
减持
SCHP
SCHWAB STRATEGIC TR
-$278.5K
58,727
-11%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$276.0K
3,068
清仓
CI
CIGNA CORP
-$274.7K
0
-100%
建仓
—
DERMTECH INC
+$273.3K
74,255
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$272.8K
99,953
+7%
建仓
INSP
INSPIRE MED SYS INC
+$271.5K
1,160
清仓
LGLV
SPDR SSGA
-$268.0K
0
-100%
增持
EOSE
EOS ENERGY ENTERPRISES INC
+$267.6K
199,499
+20%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$262.3K
1,813
增持
NVDA
NVIDIA CORPORATION
+$261.5K
1,850
+7%
减持
—
SPDR SER TR
-$257.1K
2,815
-53%
建仓
VHT
VANGUARD WORLD FDS
+$255.2K
1,070
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$251.6K
4,786
-51%
增持
DE
DEERE & CO
+$249.0K
4,529
+20%
清仓
FSMB
FIRST TRUST
-$245.4K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$244.2K
1,768
清仓
BFC
BANK FIRST
-$243.0K
0
-100%
建仓
INTC
INTEL CORP
+$236.9K
7,251
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$234.5K
11,062
增持
MBB
ISHARES TR
+$230.9K
11,088
+26%
减持
IJR
ISHARES TR
-$228.0K
35,709
-8%
建仓
FAST
FASTENAL CO
+$227.8K
4,224
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$226.6K
4,237
清仓
DTE
DTE ENERGY
-$223.4K
0
-100%
建仓
—
LIFE STORAGE INC
+$223.1K
1,702
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$221.9K
11,245
+39%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$218.9K
6,297
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$215.0K
13,876
+36%
建仓
CINF
CINCINNATI FINL CORP
+$214.6K
1,915
减持
SPYD
SPDR SER TR
-$214.3K
91,845
-2%
清仓
GILD
GILEAD SCIENCES
-$212.6K
0
-100%
建仓
IFRA
ISHARES TR
+$211.7K
5,672
建仓
SLB
SCHLUMBERGER LTD
+$210.9K
4,295
减持
IWB
ISHARES TR
+$210.1K
14,451
-0%
减持
TFI
SPDR SER TR
-$207.3K
24,084
-18%
减持
GOOGL
ALPHABET INC
+$205.3K
15,371
-2%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$205.0K
2,099
清仓
BWX
SPDR BLOOMBERG
-$203.5K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$203.2K
54,919
-10%
清仓
CSX
CSX CORP
-$202.1K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$201.9K
524
清仓
SLYG
SPDR SERIES
-$200.7K
0
-100%
清仓
CXW
CORECIVIC INC
-$196.5K
0
-100%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$196.3K
6,671
+44%
减持
SPEM
SPDR INDEX SHS FDS
-$196.3K
251,896
-6%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$194.0K
41,265
-15%
增持
JPM
JPMORGAN CHASE & CO
+$188.5K
7,597
+27%
清仓
—
MAG SILVER
-$186.9K
0
-100%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$184.5K
109,289
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$173.3K
26,790
+8%
增持
BSV
VANGUARD BD INDEX FDS
+$165.9K
65,791
+2%
增持
PG
PROCTER AND GAMBLE CO
+$163.9K
8,164
+18%
建仓
BBAI
BIGBEAR AI HLDGS INC
+$162.1K
66,450
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$161.0K
8,279
+73%
清仓
FID
FIRST TRUST
-$157.6K
0
-100%
减持
GGB
GERDAU SA
-$153.0K
42,000
-35%
增持
GVI
ISHARES TR
+$149.7K
31,847
+3%
减持
VTIP
VANGUARD MALVERN FDS
-$149.2K
18,723
-16%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$141.7K
22,100
-18%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$140.9K
13,495
+55%
增持
T
AT&T INC
+$139.4K
23,258
+39%
增持
—
EXXON MOBIL CORP
+$133.0K
4,662
+36%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$127.4K
6,910
+22%
建仓
SBSW
SIBANYE STILLWATER LTD
+$122.3K
14,700
增持
LEN
LENNAR CORP
+$119.2K
4,047
+20%
增持
SPTM
SPDR SER TR
+$117.4K
37,333
+0%
减持
EFAV
ISHARES TR
+$112.0K
56,407
-3%
减持
EFV
ISHARES TR
-$111.8K
28,218
-13%
增持
PFE
PFIZER INC
-$110.9K
20,125
+11%
减持
ENPH
ENPHASE ENERGY INC
-$104.5K
1,150
-12%
增持
V
VISA INC
+$102.0K
2,749
+10%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$98.4K
11,494
-25%
增持
BOND
PIMCO ETF TR
+$95.6K
5,975
+18%
