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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 30
增持 64
减持 36
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
32,722
+16%
增持
VTV
VANGUARD INDEX FDS
+$2.9M
28,263
+119%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.4M
43,819
+331%
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
EFAV
ISHARES TR
-$2.2M
13,523
-71%
增持
EFV
ISHARES TR
+$2.1M
53,661
+187%
增持
IVV
ISHARES TR
+$1.7M
29,915
+5%
增持
SPYD
SPDR SER TR
+$1.4M
66,989
+60%
增持
USFR
WISDOMTREE TR
+$1.3M
62,527
+76%
建仓
VTIP
VANGUARD MALVERN FDS
+$914.2K
18,539
增持
AVUS
AMERICAN CENTY ETF TR
+$881.0K
136,376
+2%
建仓
CLIP
GLOBAL X FDS
+$802.2K
7,982
增持
AVDE
AMERICAN CENTY ETF TR
+$782.6K
128,414
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$764.4K
33,946
+45%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$763.1K
28,905
+8%
减持
IJH
ISHARES TR
-$749.0K
8,960
-60%
减持
GLD
SPDR GOLD TR
-$733.8K
1,740
-68%
增持
SPAB
SPDR SER TR
+$632.9K
235,386
+7%
增持
EMXC
ISHARES INC
+$599.8K
26,512
+54%
增持
IUSB
ISHARES TR
+$578.6K
116,530
+7%
增持
QUAL
ISHARES TR
+$573.3K
21,946
+11%
增持
DGRW
WISDOMTREE TR
+$568.8K
27,035
+26%
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$555.6K
0
-100%
增持
JPME
J P MORGAN EXCHANGE TRADED F
+$546.7K
47,708
+2%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$544.9K
37,772
+82%
清仓
HEFA
ISHARES TR
-$499.2K
0
-100%
建仓
HYS
PIMCO ETF TR
+$495.2K
5,185
建仓
BIV
VANGUARD BD INDEX FDS
+$491.6K
6,273
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$486.1K
18,020
-25%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$479.5K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$472.8K
0
-100%
增持
EQL
ALPS ETF TR
+$466.8K
22,979
+10%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$459.5K
18,283
增持
DYNF
BLACKROCK ETF TRUST
+$448.9K
71,105
+9%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$446.2K
0
-100%
减持
TLH
ISHARES TR
-$441.5K
5,895
-44%
增持
NVDA
NVIDIA CORPORATION
+$433.4K
25,246
+18%
建仓
GOVT
ISHARES TR
+$417.3K
17,794
减持
BBIN
J P MORGAN EXCHANGE TRADED F
-$398.8K
5,591
-56%
减持
SYFI
AB ACTIVE ETFS INC
-$388.1K
44,944
-21%
增持
QQQ
INVESCO QQQ TR
+$387.1K
7,211
+10%
增持
VUG
VANGUARD INDEX FDS
+$382.8K
1,813
+117%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$378.7K
99,180
-3%
建仓
BSV
VANGUARD BD INDEX FDS
+$378.3K
4,808
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$376.5K
9,292
+16%
建仓
SFLR
INNOVATOR ETFS TRUST
+$376.4K
11,832
建仓
BLV
VANGUARD BD INDEX FDS
+$376.0K
5,002
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$354.5K
0
-100%
减持
IEMG
ISHARES INC
-$350.6K
20,953
-28%
减持
HDV
ISHARES TR
-$340.9K
3,644
-49%
增持
BBJP
J P MORGAN EXCHANGE TRADED F
+$331.7K
19,575
+33%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$331.1K
43,995
-23%
减持
QCOM
QUALCOMM INC
-$316.5K
2,077
-38%
减持
SPYV
SPDR SER TR
+$316.1K
102,118
-2%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$305.1K
8,770
清仓
JEMA
J P MORGAN EXCHANGE TRADED F
-$304.5K
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$289.6K
15,704
+49%
增持
AVUV
AMERICAN CENTY ETF TR
+$283.8K
31,724
+3%
清仓
NXTG
FIRST TR EXCHANGE TRADED FD
-$281.3K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$278.5K
3,294
增持
IVW
ISHARES TR
+$275.9K
48,032
+3%
增持
EPI
WISDOMTREE TR
+$273.5K
11,252
+85%
增持
IVE
ISHARES TR
+$270.5K
10,233
+7%
减持
AAPL
APPLE INC
+$269.2K
33,293
-6%
减持
RSPH
INVESCO EXCHANGE TRADED FD T
-$267.1K
7,525
-56%
增持
CAT
CATERPILLAR INC
+$266.7K
3,806
+4%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$265.9K
36,282
+10%
建仓
PM
PHILIP MORRIS INTL INC
+$263.9K
2,174
减持
JGLO
J P MORGAN EXCHANGE TRADED F
-$262.0K
6,687
-41%
增持
SNPE
DBX ETF TR
+$260.8K
101,765
+0%
减持
USMV
ISHARES TR
+$256.3K
48,812
-2%
清仓
FBT
FIRST TR EXCHANGE-TRADED FD
-$255.0K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$254.0K
8,181
增持
XBIL
RBB FD INC
+$253.8K
24,854
+25%
建仓
IAU
ISHARES GOLD TR
+$249.2K
5,015
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$248.4K
2,076
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$247.7K
0
-100%
减持
BA
BOEING CO
-$244.8K
3,772
-16%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$243.8K
7,935
增持
SPTI
SPDR SER TR
+$241.2K
64,618
+11%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$240.6K
8,761
建仓
USXF
ISHARES TR
+$240.5K
4,900
建仓
ITOT
ISHARES TR
+$239.6K
1,907
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$237.0K
82,357
+2%
清仓
XEL
XCEL ENERGY INC
-$235.7K
0
-100%
建仓
INSP
INSPIRE MED SYS INC
+$232.2K
1,100
增持
MMTM
SPDR SER TR
+$228.9K
3,200
+35%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$228.7K
14,085
+11%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$228.7K
11,220
建仓
TMUS
T-MOBILE US INC
+$226.4K
1,097
建仓
GEN
GEN DIGITAL INC
+$224.4K
8,180
建仓
ESGU
ISHARES TR
+$223.5K
1,771
建仓
WEC
WEC ENERGY GROUP INC
+$220.9K
2,297
清仓
—
CAMTEK LTD
-$220.1K
0
-100%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$220.1K
8,494
减持
META
META PLATFORMS INC
+$219.4K
4,021
-3%
清仓
TSCO
TRACTOR SUPPLY CO
-$216.0K
0
-100%
建仓
UNP
UNION PAC CORP
+$215.9K
876
清仓
XLY
SELECT SECTOR SPDR TR
-$215.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$214.5K
1,011
+26%
清仓
DON
WISDOMTREE TR
-$212.7K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$212.5K
44,600
+2%
建仓
SFM
SPROUTS FMRS MKT INC
+$211.3K
1,914
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$208.7K
0
-100%
建仓
LOW
LOWES COS INC
+$208.0K
768
建仓
GE
GE AEROSPACE
+$207.8K
1,102
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$206.7K
14,296
+63%
增持
FBND
FIDELITY MERRIMACK STR TR
+$204.9K
12,515
+48%
清仓
XLU
SELECT SECTOR SPDR TR
-$203.8K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$203.1K
25,490
+7%
清仓
CRM
SALESFORCE INC
-$202.8K
0
-100%
清仓
PFE
PFIZER INC
-$200.8K
0
-100%
增持
SPIB
SPDR SER TR
+$200.7K
70,201
+6%
减持
GOOGL
ALPHABET INC
-$200.4K
10,615
-1%
减持
SPSM
SPDR SER TR
+$198.5K
68,011
-2%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$197.5K
88,948
+5%
增持
VXUS
VANGUARD STAR FDS
+$197.1K
35,594
+2%
减持
VTI
VANGUARD INDEX FDS
+$189.9K
14,016
-1%
增持
EFG
ISHARES TR
+$186.7K
26,855
+2%
减持
TSLA
TESLA INC
+$186.0K
4,292
-9%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$180.7K
3,508
-41%
增持
QQQE
DIREXION SHS ETF TR
+$176.2K
21,762
+8%
增持
DIVO
AMPLIFY ETF TR
+$175.6K
20,768
+18%
减持
TLT
ISHARES TR
-$173.4K
6,710
-26%
减持
SCHO
SCHWAB STRATEGIC TR
-$172.6K
22,919
-15%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$169.0K
156,843
-8%
增持
EMBD
GLOBAL X FDS
+$164.9K
63,025
+7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$158.8K
4,321
-17%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$158.1K
5,051
+23%
减持
JIRE
J P MORGAN EXCHANGE TRADED F
-$156.2K
3,072
-46%
减持
INTC
INTEL CORP
-$155.2K
18,144
-3%
清仓
CHI
CALAMOS CONV OPPORTUNITIES &
-$148.9K
0
-100%
增持
NULV
NUSHARES ETF TR
+$148.4K
29,760
+3%
增持
XHB
SPDR SER TR
+$143.5K
4,616
+8%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$138.6K
10,363
+43%
增持
SPYM
SPDR SER TR
+$132.7K
36,743
+0%
增持
SGOV
ISHARES TR
+$132.5K
11,813
+13%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
+$129.8K
35,016
-2%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$127.7K
19,551
+12%
增持
IWF
ISHARES TR
+$127.2K
2,876
+10%
增持
TOTL
SSGA ACTIVE ETF TR
+$122.4K
35,145
+5%
增持
VOO
VANGUARD INDEX FDS
+$121.4K
1,918
+8%
增持
RTX
RTX CORPORATION
+$118.5K
4,755
+4%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$114.9K
24,647
-8%
增持
WSM
WILLIAMS SONOMA INC
-$113.7K
2,000
+33%
减持
SPDW
SPDR INDEX SHS FDS
-$112.5K
13,874
-23%
减持
LLY
ELI LILLY & CO
-$110.8K
691
-14%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$109.9K
16,407
+12%
减持
LEN
LENNAR CORP
-$101.9K
1,252
-44%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$101.4K
30,319
+18%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$100.6K
36,349
-2%
