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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 34
增持 62
减持 38
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$5.7M
1,485,903
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$4.0M
734,077
-11%
减持
SPMD
SPDR SER TR
-$2.7M
705,708
-4%
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
IVV
ISHARES TR
+$2.4M
21,694
+40%
减持
SPAB
SPDR SER TR
-$2.0M
746,754
-6%
减持
SPSM
SPDR SER TR
-$1.7M
500,681
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$1.4M
214,928
-14%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.3M
26,532
-50%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.0M
214,210
+8%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
85,070
+7%
建仓
TFLO
ISHARES TR
+$981.5K
19,345
减持
VEA
VANGUARD TAX-MANAGED FDS
-$857.6K
11,839
-60%
增持
EFV
ISHARES TR
+$846.1K
44,267
+64%
增持
AAPL
APPLE INC
-$823.3K
37,395
+0%
增持
VTI
VANGUARD INDEX FDS
+$818.0K
17,735
+32%
建仓
IVW
ISHARES TR
+$794.0K
11,604
增持
VV
VANGUARD INDEX FDS
+$766.3K
23,225
+25%
清仓
VTEB
VANGUARD MUN BD FDS
-$751.5K
0
-100%
减持
SPYV
SPDR SER TR
-$723.9K
71,343
-16%
建仓
TLT
ISHARES TR
+$709.1K
7,995
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$695.4K
102,432
+25%
减持
GOVT
ISHARES TR
-$688.0K
14,600
-67%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$685.8K
130,406
+10%
增持
GVI
ISHARES TR
+$640.5K
40,774
+20%
减持
SPY
SPDR S&P 500 ETF TR
-$611.7K
20,905
-3%
减持
SPYG
SPDR SER TR
-$595.9K
21,378
-30%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$580.7K
75,559
-9%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$569.8K
244,802
-8%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$493.0K
137,272
+19%
增持
USFR
WISDOMTREE TR
+$485.0K
31,768
+44%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$479.6K
25,157
+19%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$468.1K
26,945
+52%
增持
CAT
CATERPILLAR INC
+$461.4K
11,985
+5%
建仓
CALF
PACER FDS TR
+$456.1K
10,937
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$453.0K
30,391
+34%
增持
BND
VANGUARD BD INDEX FDS
-$452.2K
167,106
+0%
建仓
LQD
ISHARES TR
+$451.9K
4,429
清仓
MDYV
SPDR SER TR
-$437.3K
0
-100%
增持
—
ISHARES TR
+$435.0K
391,339
+5%
减持
WIP
SPDR SER TR
-$409.0K
58,326
-9%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$405.2K
71,091
+17%
减持
SCHP
SCHWAB STRATEGIC TR
-$392.3K
52,584
-10%
减持
IYW
ISHARES TR
-$386.9K
5,247
-39%
增持
—
ISHARES TR
+$373.0K
380,928
+4%
增持
VB
VANGUARD INDEX FDS
+$366.9K
37,327
+11%
减持
SPYD
SPDR SER TR
-$362.8K
82,134
-6%
建仓
DGRO
ISHARES TR
+$348.4K
7,033
建仓
TPHD
TIMOTHY PLAN
+$348.1K
11,370
减持
QUAL
ISHARES TR
-$339.0K
14,844
-13%
减持
TFI
SPDR SER TR
-$336.9K
15,325
-30%
减持
IJR
ISHARES TR
-$324.2K
35,503
-4%
增持
BIBL
NORTHERN LTS FD TR IV
+$317.7K
27,727
+66%
建仓
IGIB
ISHARES TR
+$315.3K
6,481
建仓
IEFA
ISHARES TR
+$307.6K
4,779
减持
IEMG
ISHARES INC
-$307.3K
19,453
-22%
建仓
MUB
ISHARES TR
+$305.9K
2,983
清仓
MDYG
SPDR SER TR
-$301.4K
0
-100%
清仓
FRME
FIRST MERCHANTS CORP
-$297.5K
0
-100%
清仓
OPRA
OPERA LTD
-$294.1K
0
-100%
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$277.6K
9,240
建仓
PAVE
GLOBAL X FDS
+$274.9K
9,047
清仓
SLYV
SPDR SER TR
-$273.7K
0
-100%
减持
ESGU
ISHARES TR
-$270.2K
10,860
-18%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$266.9K
5,313
建仓
SHEL
SHELL PLC
+$259.2K
4,027
建仓
LCTU
BLACKROCK ETF TRUST
+$254.8K
5,413
建仓
ENPH
ENPHASE ENERGY INC
+$253.5K
2,110
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$246.2K
13,173
+30%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$245.4K
8,359
+25%
增持
IJH
ISHARES TR
+$245.3K
4,887
+31%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$244.1K
36,829
+27%
建仓
SPTL
SPDR SER TR
+$243.9K
9,328
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$242.2K
35,110
-10%
建仓
UNP
UNION PAC CORP
+$242.0K
1,188
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$241.4K
7,945
增持
AVUS
AMERICAN CENTY ETF TR
+$240.6K
85,904
+7%
增持
XLP
SELECT SECTOR SPDR TR
-$237.1K
83,711
+4%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$236.2K
52,577
+21%
建仓
WSM
WILLIAMS SONOMA INC
+$233.1K
1,500
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$230.0K
5,315
增持
IUSB
ISHARES TR
+$229.6K
74,778
+12%
建仓
SFM
SPROUTS FMRS MKT INC
+$228.7K
5,344
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$227.8K
18,966
+29%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$227.6K
31,764
+31%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$227.0K
6,699
+85%
建仓
SCHO
SCHWAB STRATEGIC TR
+$222.8K
4,653
增持
GOOGL
ALPHABET INC
+$222.7K
16,145
+2%
建仓
IXUS
ISHARES TR
+$220.2K
3,671
清仓
MMM
3M CO
-$219.6K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$218.9K
0
-100%
建仓
PTLC
PACER FDS TR
+$216.4K
5,416
清仓
—
LIFE STORAGE INC
-$216.3K
0
-100%
清仓
—
MEDTRONIC PLC
-$213.0K
0
-100%
建仓
TIP
ISHARES TR
+$210.4K
2,028
建仓
DGRW
WISDOMTREE TR
+$209.4K
3,298
建仓
PANW
PALO ALTO NETWORKS INC
+$207.9K
887
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$207.1K
5,473
清仓
BDX
BECTON DICKINSON & CO
-$206.7K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
-$205.7K
52,887
+4%
清仓
OTIS
OTIS WORLDWIDE CORP
-$204.8K
0
-100%
增持
ADBE
ADOBE INC
+$204.7K
1,207
+44%
清仓
ADTN
ADTRAN HOLDINGS INC
-$204.3K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$203.9K
2,960
建仓
SBUX
STARBUCKS CORP
+$203.0K
2,224
清仓
BFC
BANK FIRST CORP
-$202.7K
0
-100%
清仓
MUSA
MURPHY USA INC
-$202.6K
0
-100%
建仓
DSI
ISHARES TR
+$202.5K
2,488
减持
EFAV
ISHARES TR
-$202.2K
52,311
-2%
增持
COWZ
PACER FDS TR
+$200.5K
14,281
+35%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$200.1K
7,104
+6%
增持
QQQ
INVESCO QQQ TR
+$199.5K
3,303
+24%
减持
DE
DEERE & CO
-$198.7K
4,382
-4%
减持
TLH
ISHARES TR
-$192.7K
3,770
-26%
减持
F
FORD MTR CO DEL
-$191.8K
37,010
-14%
清仓
SMB
VANECK ETF TRUST
-$187.5K
0
-100%
减持
AMZN
AMAZON COM INC
-$184.9K
18,120
-5%
增持
SPTI
SPDR SER TR
+$184.9K
41,769
+22%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$180.5K
16,679
+30%
增持
SCHD
SCHWAB STRATEGIC TR
+$177.6K
10,323
+36%
增持
VTV
VANGUARD INDEX FDS
+$174.2K
3,246
+69%
建仓
LAND
GLADSTONE LD CORP
+$167.0K
11,732
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$166.6K
12,904
+29%
增持
AVDE
AMERICAN CENTY ETF TR
+$163.3K
68,054
+8%
增持
MBB
ISHARES TR
+$156.1K
14,914
+19%
建仓
FID
FIRST TR EXCHANGE-TRADED FD
+$154.4K
10,513
增持
MGK
VANGUARD WORLD FD
+$154.1K
1,742
+70%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$152.9K
6,885
+84%
增持
SPIB
SPDR SER TR
+$152.7K
43,768
+15%
减持
RTX
RTX CORPORATION
-$144.8K
5,119
-2%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$140.3K
9,630
+36%
增持
XLI
SELECT SECTOR SPDR TR
+$138.1K
7,818
+28%
增持
VXUS
VANGUARD STAR FDS
+$136.6K
155,028
+7%
减持
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$133.8K
112,171
-3%
减持
SHM
SPDR SER TR
-$129.5K
5,519
-32%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$129.4K
23,826
+37%
减持
USMV
ISHARES TR
-$126.6K
56,096
-0%
增持
INSP
INSPIRE MED SYS INC
-$123.9K
1,110
+5%
减持
MRK
MERCK & CO INC
-$123.3K
7,442
-3%
减持
SPTM
SPDR SER TR
-$110.7K
35,665
-2%
减持
BIL
SPDR SER TR
-$110.6K
3,378
-26%
增持
NEE
NEXTERA ENERGY INC
-$109.3K
6,648
+1%
减持
PFE
PFIZER INC
-$108.7K
20,059
-5%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$107.1K
17,670
+16%
增持
GOOG
ALPHABET INC
+$106.8K
3,594
+18%
减持
WM
WASTE MGMT INC DEL
-$106.8K
4,781
-1%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$103.8K
14,082
+34%
增持
VO
VANGUARD INDEX FDS
+$100.3K
12,339
+10%
增持
HD
HOME DEPOT INC
+$99.7K
3,073
+15%
增持
ISMD
NORTHERN LTS FD TR IV
+$97.0K
11,355
+47%
增持
COST
COSTCO WHSL CORP NEW
+$94.5K
1,130
+12%
