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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
24Q1 调仓
2023-09-30 → 2024-03-31 · 共 150 项
建仓 28
增持 41
减持 36
清仓 45
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$72.0M
43,520
-97%
减持
VOO
VANGUARD INDEX FDS
-$32.5M
1,965
-98%
减持
SPMD
SPDR SER TR
-$29.6M
24,811
-96%
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。
减持
SPDW
SPDR INDEX SHS FDS
-$22.0M
20,926
-97%
减持
VYM
VANGUARD WHITEHALL FDS
-$21.0M
8,972
-96%
减持
SPSM
SPDR SER TR
-$16.0M
57,972
-88%
减持
SPAB
SPDR SER TR
-$13.3M
194,752
-74%
清仓
—
ISHARES TR
-$9.7M
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$9.7M
27,100
-84%
清仓
—
ISHARES TR
-$9.1M
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$7.1M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$7.0M
6,921
-97%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$6.4M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$6.3M
29,176
+40%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$6.1M
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$5.7M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$5.6M
44,405
-71%
减持
XLP
SELECT SECTOR SPDR TR
-$5.5M
4,059
-95%
建仓
SNPE
DBX ETF TR
+$5.2M
109,618
清仓
BSV
VANGUARD BD INDEX FDS
-$5.1M
0
-100%
增持
IVV
ISHARES TR
+$4.8M
26,756
+23%
清仓
VV
VANGUARD INDEX FDS
-$4.5M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.3M
0
-100%
清仓
GVI
ISHARES TR
-$4.1M
0
-100%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.8M
112,379
+31%
减持
XLV
SELECT SECTOR SPDR TR
-$3.5M
3,045
-90%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.3M
20,842
+992%
清仓
XLU
SELECT SECTOR SPDR TR
-$3.1M
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$2.6M
58,796
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$2.6M
0
-100%
清仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$2.6M
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$2.6M
0
-100%
清仓
OTTR
OTTER TAIL CORP
-$2.6M
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.5M
82,674
-37%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.5M
7,811
-69%
增持
AVDE
AMERICAN CENTY ETF TR
+$2.5M
97,953
+44%
清仓
WIP
SPDR SER TR
-$2.3M
0
-100%
减持
CAT
CATERPILLAR INC
-$2.0M
3,584
-70%
减持
AAPL
APPLE INC
-$1.9M
26,017
-30%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
1,571
-78%
建仓
QQQE
DIREXION SHS ETF TR
+$1.7M
19,113
增持
IVW
ISHARES TR
+$1.7M
29,251
+152%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.7M
14,621
+75%
建仓
IVE
ISHARES TR
+$1.6M
8,645
增持
QQQ
INVESCO QQQ TR
+$1.6M
6,259
+89%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
12,058
+271%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$1.5M
37,482
+41%
增持
IUSB
ISHARES TR
+$1.5M
103,561
+38%
减持
SPTM
SPDR SER TR
-$1.4M
7,358
-79%
增持
SPYV
SPDR SER TR
+$1.4M
86,515
+21%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.3M
129,469
+26%
增持
DGRW
WISDOMTREE TR
+$1.3M
19,489
+491%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.2M
18,640
+178%
减持
SPYD
SPDR SER TR
-$1.2M
41,947
-49%
建仓
NULV
NUSHARES ETF TR
+$1.1M
29,128
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
1,914
-79%
减持
DE
DEERE & CO
-$1.0M
1,500
-66%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.0M
22,637
+296%
增持
IJR
ISHARES TR
+$1.0M
39,445
+11%
清仓
TFLO
ISHARES TR
-$981.5K
0
-100%
增持
QUAL
ISHARES TR
+$950.7K
17,688
+19%
建仓
IWF
ISHARES TR
+$936.6K
2,779
清仓
VTIP
VANGUARD MALVERN FDS
-$931.9K
0
-100%
建仓
EMXC
ISHARES INC
+$920.3K
15,986
增持
AVUV
AMERICAN CENTY ETF TR
+$908.4K
24,626
+37%
清仓
BIBL
NORTHERN LTS FD TR IV
-$866.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$851.5K
1,984
-75%
增持
VTI
VANGUARD INDEX FDS
+$848.1K
17,757
+0%
减持
AMZN
AMAZON COM INC
+$847.6K
17,469
-4%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$796.7K
34,563
清仓
XLI
SELECT SECTOR SPDR TR
-$792.6K
0
-100%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$782.4K
32,923
+22%
建仓
HEFA
ISHARES TR
+$768.2K
22,024
增持
AVEM
AMERICAN CENTY ETF TR
+$746.8K
34,300
+46%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$740.3K
26,131
清仓
SCHD
SCHWAB STRATEGIC TR
-$730.5K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$728.9K
0
-100%
建仓
BUFT
FIRST TR EXCHNG TRADED FD VI
+$727.2K
34,062
建仓
DFAS
DIMENSIONAL ETF TRUST
+$717.9K
11,516
建仓
BUFG
FIRST TR EXCHNG TRADED FD VI
+$717.3K
31,851
减持
ESGU
ISHARES TR
-$706.8K
2,723
-75%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$681.2K
3,572
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$671.9K
70,118
-1%
减持
JNJ
JOHNSON & JOHNSON
-$670.9K
2,142
-67%
清仓
TFI
SPDR SER TR
-$669.7K
0
-100%
增持
IYW
ISHARES TR
+$656.5K
8,937
+70%
清仓
LOW
LOWES COS INC
-$646.6K
0
-100%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$640.6K
26,345
+58%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$630.5K
34,031
+12%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$626.7K
16,386
+138%
增持
VGT
VANGUARD WORLD FD
+$624.8K
1,706
+162%
清仓
ADBE
ADOBE INC
-$615.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$607.8K
5,574
+77%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$586.1K
10,611
减持
GOOGL
ALPHABET INC
-$559.2K
10,293
-36%
减持
EFV
ISHARES TR
-$543.5K
29,826
-33%
增持
MGK
VANGUARD WORLD FD
+$528.6K
3,223
+85%
减持
PEP
PEPSICO INC
-$512.9K
1,200
-72%
增持
SPIB
SPDR SER TR
+$511.2K
57,744
+32%
清仓
DUK
DUKE ENERGY CORP NEW
-$490.2K
0
-100%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$480.6K
12,767
+140%
减持
HD
HOME DEPOT INC
-$478.9K
1,172
-62%
建仓
BINC
BLACKROCK ETF TRUST II
+$476.1K
9,075
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$475.1K
44,351
+20%
清仓
SDY
SPDR SER TR
-$462.8K
0
-100%
建仓
XHB
SPDR SER TR
+$459.9K
4,121
清仓
SPIP
SPDR SER TR
-$458.6K
0
-100%
建仓
MMTM
SPDR SER TR
+$455.3K
1,980
增持
BNDX
VANGUARD CHARLOTTE FDS
+$442.9K
17,157
+105%
清仓
CVX
CHEVRON CORP NEW
-$440.6K
0
-100%
建仓
FEZ
SPDR INDEX SHS FDS
+$437.9K
8,334
清仓
AEP
AMERICAN ELEC PWR CO INC
-$433.2K
0
-100%
增持
EMB
ISHARES TR
+$430.4K
7,519
+155%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$429.8K
27,783
-21%
清仓
VNQ
VANGUARD INDEX FDS
-$426.8K
0
-100%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$425.1K
6,055
清仓
ISRG
INTUITIVE SURGICAL INC
-$419.1K
0
-100%
减持
PFE
PFIZER INC
-$414.1K
9,052
-55%
增持
SPYG
SPDR SER TR
+$412.5K
22,963
+7%
建仓
IWM
ISHARES TR
+$406.3K
1,932
建仓
AFGR
FIRST TR EXCHNG TRADED FD VI
+$405.9K
14,761
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$405.8K
6,776
清仓
LIT
GLOBAL X FDS
-$402.0K
0
-100%
增持
SPTL
SPDR SER TR
+$401.8K
23,113
+148%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$399.8K
131,007
-5%
减持
NVDA
NVIDIA CORPORATION
+$393.8K
1,728
-36%
清仓
TOTL
SSGA ACTIVE ETF TR
-$390.7K
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR
+$389.5K
9,526
+121%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$378.1K
19,602
增持
DIVO
AMPLIFY ETF TR
+$372.7K
17,575
+96%
清仓
ONB
OLD NATL BANCORP IND
-$372.0K
0
-100%
增持
EMBD
GLOBAL X FDS
+$370.8K
51,546
+35%
清仓
SCHX
SCHWAB STRATEGIC TR
-$362.2K
0
-100%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$357.1K
25,430
+34%
建仓
JEMA
J P MORGAN EXCHANGE TRADED F
+$350.9K
9,575
清仓
PLD
PROLOGIS INC.
-$348.7K
0
-100%
清仓
TPHD
TIMOTHY PLAN
-$348.1K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$345.9K
0
-100%
清仓
ISMD
NORTHERN LTS FD TR IV
-$345.1K
0
-100%
减持
IEMG
ISHARES INC
-$337.8K
11,395
-41%
建仓
IXC
ISHARES TR
+$336.6K
7,837
建仓
FBND
FIDELITY MERRIMACK STR TR
+$333.5K
7,359
建仓
EDOW
FIRST TR EXCHANGE-TRADED FD
+$332.5K
9,656
清仓
SHW
SHERWIN WILLIAMS CO
-$330.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$329.6K
0
-100%
减持
MRK
MERCK & CO INC
-$326.9K
3,329
-55%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$326.9K
43,019
+35%
清仓
FTXO
FIRST TR EXCHANGE-TRADED FD
-$323.4K
0
-100%
清仓
GOVT
ISHARES TR
-$321.8K
0
-100%
