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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 39
增持 70
减持 20
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$44.1M
21,540
-84%
减持
AAPL
APPLE INC
-$22.1M
37,251
-79%
减持
USMV
ISHARES TR
-$18.7M
56,328
-82%
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
SPGM
SPDR INDEX SHS FDS
-$14.1M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$10.7M
756
-97%
减持
SPMD
SPDR SER TR
-$10.5M
733,152
-27%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$9.3M
0
-100%
减持
SPYM
SPDR SER TR
+$5.0M
1,542,934
-1%
清仓
IWB
ISHARES TR
-$3.3M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
198,865
+11%
增持
AVUS
AMERICAN CENTY ETF TR
+$2.1M
80,499
+45%
减持
VOO
VANGUARD INDEX FDS
+$2.0M
79,523
-2%
增持
SPSM
SPDR SER TR
+$1.3M
520,308
+4%
增持
MSFT
MICROSOFT CORP
+$1.3M
12,663
+19%
建仓
USFR
WISDOMTREE TR
+$1.1M
22,129
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
63,134
+43%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$981.3K
81,785
+40%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$944.4K
118,753
+9%
增持
SPYV
SPDR SER TR
+$841.4K
84,898
+22%
减持
SPDW
SPDR INDEX SHS FDS
-$825.8K
821,304
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$806.8K
491
-78%
增持
VTI
VANGUARD INDEX FDS
+$725.2K
13,388
+23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$700.8K
21,113
+19%
增持
QQQ
INVESCO QQQ TR
+$686.3K
2,664
+187%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$650.8K
24,965
+38%
增持
VV
VANGUARD INDEX FDS
+$649.7K
18,640
+11%
增持
NVDA
NVIDIA CORPORATION
+$638.5K
2,724
+47%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$625.5K
115,730
+16%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$622.2K
22,731
+69%
增持
IVV
ISHARES TR
+$609.0K
15,509
+1%
清仓
LPLA
LPL FINL HLDGS INC
-$604.7K
0
-100%
清仓
IWR
ISHARES TR
-$596.7K
0
-100%
增持
—
ISHARES TR
+$567.4K
365,895
+8%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$558.4K
52,795
+27%
增持
AVUV
AMERICAN CENTY ETF TR
+$555.1K
17,659
+60%
清仓
BOND
PIMCO ETF TR
-$554.2K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$552.9K
7,614
增持
—
ISHARES TR
+$546.1K
373,965
+6%
增持
OTTR
OTTER TAIL CORP
+$520.2K
31,549
+16%
增持
AMZN
AMAZON COM INC
+$518.6K
19,088
+0%
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$512.7K
0
-100%
减持
IJH
ISHARES TR
-$508.6K
3,722
-37%
建仓
COWZ
PACER FDS TR
+$505.4K
10,557
建仓
AGG
ISHARES TR
+$503.3K
5,138
增持
AVEM
AMERICAN CENTY ETF TR
+$442.3K
23,107
+53%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$435.0K
17,784
+58%
增持
VO
VANGUARD INDEX FDS
+$422.4K
11,215
+16%
增持
VB
VANGUARD INDEX FDS
+$420.5K
33,639
+2%
建仓
AGGY
WISDOMTREE TR
+$410.2K
9,519
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$407.8K
10,153
+52%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$402.8K
39,193
+21%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$397.2K
60,752
+11%
建仓
DTD
WISDOMTREE TR
+$393.5K
6,338
建仓
QCOM
QUALCOMM INC
+$392.0K
3,293
增持
SPIB
SPDR SER TR
+$386.8K
38,114
+48%
清仓
SHY
ISHARES TR
-$376.0K
0
-100%
建仓
ONB
OLD NATL BANCORP IND
+$354.1K
25,400
增持
XLP
SELECT SECTOR SPDR TR
+$352.8K
80,858
+7%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$350.2K
5,540
增持
—
INVESCO EXCH TRD SLF IDX FD
+$347.1K
175,394
+10%
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$344.2K
10,038
+45%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$338.7K
7,059
增持
SPYG
SPDR SER TR
+$336.5K
30,539
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$322.9K
82,725
-4%
建仓
SCHX
SCHWAB STRATEGIC TR
+$321.5K
6,139
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$317.0K
6,680
+28%
增持
SPTI
SPDR SER TR
+$314.3K
34,112
+52%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$312.0K
14,667
+77%
减持
BND
VANGUARD BD INDEX FDS
-$304.5K
166,637
-1%
增持
BSMO
INVESCO EXCH TRD SLF IDX FD
+$302.8K
256,773
+6%
建仓
CSCO
CISCO SYS INC
+$300.4K
5,806
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$298.7K
6,711
+4%
增持
GOOGL
ALPHABET INC
+$295.6K
15,790
+3%
建仓
DEM
WISDOMTREE TR
+$294.6K
7,697
建仓
OPRA
OPERA LTD
+$294.1K
14,800
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$289.4K
3,630
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$283.2K
24,290
+80%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$281.4K
267,132
-4%
清仓
APPS
DIGITAL TURBINE INC
-$280.6K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$276.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$273.9K
8,653
+6%
清仓
—
DERMTECH INC
-$273.3K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$264.3K
6,498
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$262.2K
11,785
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$259.4K
4,056
建仓
CARR
CARRIER GLOBAL CORPORATION
+$257.3K
5,177
增持
—
EXXON MOBIL CORP
+$255.1K
7,145
+53%
增持
EMBD
GLOBAL X FDS
+$254.3K
34,660
+50%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$250.3K
0
-100%
建仓
ISMD
NORTHERN LTS FD TR IV
+$248.1K
7,723
减持
SPYD
SPDR SER TR
-$246.9K
87,465
-5%
建仓
DTH
WISDOMTREE TR
+$242.0K
6,550
清仓
ENPH
ENPHASE ENERGY INC
-$241.8K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$241.2K
1,025
建仓
VGT
VANGUARD WORLD FDS
+$238.4K
539
建仓
DIVO
AMPLIFY ETF TR
+$236.7K
6,576
清仓
—
SPDR SER TR
-$236.6K
0
-100%
建仓
DON
WISDOMTREE TR
+$235.5K
5,600
建仓
EMB
ISHARES TR
+$235.2K
2,718
建仓
GILD
GILEAD SCIENCES INC
+$234.0K
3,036
增持
JPM
JPMORGAN CHASE & CO
+$234.0K
8,416
+11%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$232.5K
2,021
增持
EQL
ALPS ETF TR
+$227.8K
24,590
+5%
建仓
LGLV
SPDR SER TR
+$225.2K
1,601
增持
CAT
CATERPILLAR INC
+$224.7K
11,423
+1%
增持
IJR
ISHARES TR
+$220.1K
36,861
+3%
减持
ABBV
ABBVIE INC
-$219.8K
4,409
-14%
增持
TLH
ISHARES TR
+$215.5K
5,091
+67%
清仓
CINF
CINCINNATI FINL CORP
-$214.6K
0
-100%
建仓
—
MEDTRONIC PLC
+$213.0K
2,417
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$212.0K
2,393
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$208.8K
840
+60%
清仓
GGB
GERDAU SA
-$207.1K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$206.7K
783
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$205.8K
3,750
建仓
OTIS
OTIS WORLDWIDE CORP
+$204.8K
2,301
建仓
ADTN
ADTRAN HOLDINGS INC
+$204.3K
19,400
建仓
BFC
BANK FIRST CORP
+$202.7K
2,436
建仓
MUSA
MURPHY USA INC
+$202.6K
651
建仓
IQDG
WISDOMTREE TR
+$202.4K
5,882
减持
EFAV
ISHARES TR
-$202.0K
53,539
-5%
建仓
ONEQ
FIDELITY COMWLTH TR
+$200.3K
3,703
清仓
DNN
DENISON MINES CORP
-$199.0K
0
-100%
增持
BIBL
NORTHERN LTS FD TR IV
+$188.2K
16,695
+45%
增持
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$187.1K
115,382
+9%
增持
RAVI
FLEXSHARES TR
+$185.0K
14,302
+21%
增持
F
FORD MTR CO DEL
+$174.3K
43,056
+14%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$169.1K
5,239
+49%
减持
WIP
SPDR SER TR
-$166.0K
64,139
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$165.1K
29,780
+11%
清仓
UUUU
ENERGY FUELS INC
-$164.0K
0
-100%
增持
GVI
ISHARES TR
+$163.4K
33,927
+7%
清仓
BBAI
BIGBEAR AI HLDGS INC
-$162.1K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$158.6K
1,361
+13%
清仓
UEC
URANIUM ENERGY CORP
-$145.2K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$143.5K
68,491
+4%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$142.2K
10,488
+67%
增持
VXUS
VANGUARD STAR FDS
+$141.9K
145,516
+0%
增持
SMH
VANECK ETF TRUST
+$141.1K
3,510
+135%
增持
BAC
BANK AMERICA CORP
+$139.6K
12,714
+62%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$133.3K
17,367
+57%
减持
LIT
GLOBAL X FDS
-$132.3K
7,470
-23%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$130.4K
15,263
+22%
清仓
SBSW
SIBANYE STILLWATER LTD
-$122.3K
0
-100%
减持
QUAL
ISHARES TR
+$121.9K
17,018
-3%
增持
XLV
SELECT SECTOR SPDR TR
+$121.1K
30,179
+1%
增持
MCD
MCDONALDS CORP
+$121.1K
2,332
+13%
减持
TFI
SPDR SER TR
-$121.0K
21,807
-9%
增持
BIL
SPDR SER TR
+$120.2K
4,582
+40%
增持
MBB
ISHARES TR
+$117.8K
12,526
+13%
