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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 29
增持 81
减持 31
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$8.9M
165,335
+350%
减持
JPME
J P MORGAN EXCHANGE TRADED F
-$4.1M
8,579
-82%
减持
AVUS
AMERICAN CENTY ETF TR
-$4.0M
93,068
-32%
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
BBIN
J P MORGAN EXCHANGE TRADED F
+$3.9M
74,254
+1228%
减持
AVDE
AMERICAN CENTY ETF TR
-$3.5M
83,874
-35%
减持
IVV
ISHARES TR
-$3.1M
24,078
-20%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.6M
58,956
+86%
减持
SPSM
SPDR SER TR
-$2.3M
18,287
-73%
增持
MGK
VANGUARD WORLD FD
+$1.8M
8,288
+147%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$1.3M
4,338
-70%
建仓
MTUM
ISHARES TR
+$1.1M
5,452
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.1M
53,943
-25%
增持
BAC
BANK AMERICA CORP
+$1.1M
39,221
+133%
增持
AAPL
APPLE INC
+$1.0M
34,980
+5%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$964.6K
68,275
+81%
增持
AMZN
AMAZON COM INC
+$897.3K
21,257
+5%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$890.5K
5,358
建仓
FEZ
SPDR INDEX SHS FDS
+$871.3K
18,095
减持
SPYV
SPDR SER TR
-$827.3K
89,375
-12%
建仓
EEMA
ISHARES INC
+$775.3K
10,820
增持
XLV
SELECT SECTOR SPDR TR
+$704.9K
7,916
+217%
增持
SPAB
SPDR SER TR
+$700.2K
274,238
+17%
建仓
OKE
ONEOK INC NEW
+$688.5K
6,858
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$660.5K
0
-100%
增持
TSLA
TESLA INC
+$628.1K
4,336
+1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$621.5K
177,734
+13%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$617.6K
9,358
-34%
增持
SPTI
SPDR SER TR
+$577.1K
88,054
+36%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$577.1K
95,975
-3%
增持
RTX
RTX CORPORATION
+$564.2K
9,855
+107%
增持
NVDA
NVIDIA CORPORATION
+$555.0K
26,963
+7%
增持
SCHO
SCHWAB STRATEGIC TR
-$548.5K
23,861
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$510.5K
2,821
+69%
建仓
OTIS
OTIS WORLDWIDE CORP
+$485.2K
5,240
增持
PULS
PGIM ETF TR
+$477.9K
32,251
+43%
增持
SPEM
SPDR INDEX SHS FDS
+$472.0K
19,427
+193%
增持
XBIL
RBB FD INC
+$460.9K
34,148
+37%
增持
CARR
CARRIER GLOBAL CORPORATION
+$446.7K
10,327
+222%
增持
SGOV
ISHARES TR
+$440.2K
16,248
+38%
清仓
INDA
ISHARES TR
-$439.4K
0
-100%
增持
IUSB
ISHARES TR
+$423.4K
130,846
+12%
增持
AVEM
AMERICAN CENTY ETF TR
+$384.8K
55,553
+25%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$374.4K
31,690
+10%
增持
IAU
ISHARES GOLD TR
+$364.8K
12,402
+147%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$343.4K
20,864
+16%
增持
COST
COSTCO WHSL CORP NEW
+$343.0K
1,353
+34%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$341.7K
11,693
增持
SPIB
SPDR SER TR
+$332.4K
82,384
+17%
建仓
AXP
AMERICAN EXPRESS CO
+$325.6K
1,097
增持
QQQE
DIREXION SHS ETF TR
+$320.2K
25,433
+17%
增持
VTIP
VANGUARD MALVERN FDS
+$316.5K
25,417
+37%
减持
SYFI
AB ACTIVE ETFS INC
-$311.9K
36,553
-19%
建仓
CRM
SALESFORCE INC
+$306.3K
916
增持
GOOGL
ALPHABET INC
+$297.6K
10,872
+2%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$294.6K
13,684
-4%
增持
—
AMPLIFY ETF TR
-$293.4K
133,974
+6%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$289.0K
5,046
建仓
NFLX
NETFLIX INC
+$287.0K
322
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$281.4K
6,627
+31%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$274.6K
80,318
-2%
减持
IVW
ISHARES TR
+$272.0K
47,977
-0%
清仓
COPX
GLOBAL X FDS
-$270.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$269.1K
32,493
-1%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$267.2K
14,335
+2%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$262.9K
9,885
建仓
IYT
ISHARES TR
+$259.1K
3,834
增持
VUG
VANGUARD INDEX FDS
+$250.6K
2,306
+27%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$247.3K
14,861
+69%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$244.8K
15,953
+95%
增持
MSFT
MICROSOFT CORP
+$243.6K
14,736
+6%
增持
QQQ
INVESCO QQQ TR
+$242.5K
7,359
+2%
增持
VTI
VANGUARD INDEX FDS
+$242.2K
14,530
+4%
增持
ET
ENERGY TRANSFER L P
+$241.2K
23,139
+75%
建仓
EOS
EATON VANCE ENHANCED EQUITY
+$239.5K
10,000
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$238.8K
10,262
清仓
LEN
LENNAR CORP
-$234.6K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$231.6K
20,637
+44%
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$226.2K
6,100
增持
VT
VANGUARD INTL EQUITY INDEX F
+$225.2K
4,032
+94%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$224.5K
5,935
清仓
ESGU
ISHARES TR
-$223.5K
0
-100%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$221.6K
8,592
建仓
WM
WASTE MGMT INC DEL
+$216.5K
1,073
清仓
SLB
SCHLUMBERGER LTD
-$216.3K
0
-100%
清仓
UNP
UNION PAC CORP
-$215.9K
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$214.2K
72,814
+2%
清仓
SFM
SPROUTS FMRS MKT INC
-$211.3K
0
-100%
建仓
SPTL
SPDR SER TR
+$211.1K
8,061
建仓
QGRW
WISDOMTREE TR
+$210.6K
4,276
建仓
BLK
BLACKROCK INC
+$207.9K
203
清仓
GE
GE AEROSPACE
-$207.8K
0
-100%
建仓
FXR
FIRST TR EXCHANGE TRADED FD
+$203.1K
2,716
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$202.9K
3,139
建仓
SRLN
SSGA ACTIVE ETF TR
+$202.6K
4,855
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$202.3K
7,416
建仓
PANW
PALO ALTO NETWORKS INC
+$201.2K
1,106
建仓
MCK
MCKESSON CORP
+$201.2K
353
建仓
VFLO
VICTORY PORTFOLIOS II
+$200.1K
5,870
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$199.8K
10,534
-42%
增持
QUAL
ISHARES TR
+$193.4K
23,183
+6%
增持
USFR
WISDOMTREE TR
+$189.0K
66,159
+6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$187.7K
21,549
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$185.6K
10,345
+11%
减持
GOVT
ISHARES TR
-$181.2K
10,271
-42%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$180.6K
14,801
-24%
减持
SPYD
SPDR SER TR
-$179.3K
66,576
-1%
增持
GOOG
ALPHABET INC
+$174.8K
3,747
+16%
增持
V
VISA INC
+$173.7K
1,763
+26%
增持
AVGO
BROADCOM INC
+$172.9K
2,262
+11%
增持
BND
VANGUARD BD INDEX FDS
+$171.0K
29,002
+14%
增持
META
META PLATFORMS INC
+$164.0K
4,211
+5%
减持
INTC
INTEL CORP
-$163.3K
13,085
-28%
减持
CAT
CATERPILLAR INC
-$160.1K
3,662
-4%
增持
VGT
VANGUARD WORLD FD
+$154.9K
1,627
+11%
增持
BINC
BLACKROCK ETF TRUST II
+$154.0K
19,120
+22%
增持
COWZ
PACER FDS TR
+$152.5K
13,819
+27%
增持
MBB
ISHARES TR
+$149.2K
17,643
+15%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$141.0K
5,381
-29%
增持
LLY
ELI LILLY & CO
+$141.0K
976
+41%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$140.9K
5,067
+44%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$138.7K
12,903
+63%
增持
DGRO
ISHARES TR
+$129.8K
7,932
+39%
减持
JPM
JPMORGAN CHASE & CO.
+$125.9K
5,003
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$124.0K
19,346
+18%
增持
VTV
VANGUARD INDEX FDS
-$121.7K
28,424
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$121.0K
14,142
+36%
增持
EMBD
GLOBAL X FDS
+$119.7K
70,900
+12%
增持
VOO
VANGUARD INDEX FDS
+$118.5K
2,098
+9%
增持
ITOT
ISHARES TR
+$117.2K
2,774
+45%
增持
IVE
ISHARES TR
+$116.2K
11,178
+9%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$115.7K
7,466
+34%
减持
ONEQ
FIDELITY COMWLTH TR
+$114.4K
42,754
-2%
增持
DE
DEERE & CO
+$112.6K
1,744
+16%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$111.8K
54,625
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$111.3K
918
+27%
增持
LMT
LOCKHEED MARTIN CORP
-$110.1K
1,122
+0%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$109.5K
3,604
-17%
增持
AGG
ISHARES TR
+$108.3K
4,634
+38%
增持
HON
HONEYWELL INTL INC
+$107.8K
1,995
+20%
减持
EQL
ALPS ETF TR
-$107.6K
22,547
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$103.1K
35,455
+4%
减持
FICS
FIRST TR EXCHANGE-TRADED FD
-$101.4K
19,702
-4%
增持
USMV
ISHARES TR
-$98.6K
49,087
+1%
增持
VXUS
VANGUARD STAR FDS
-$98.4K
37,434
+5%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$96.0K
2,985
+46%
增持
PKG
PACKAGING CORP AMER
+$95.6K
1,525
+33%
增持
MMTM
SPDR SER TR
+$95.4K
3,462
+8%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$91.7K
12,355
-13%
增持
PG
PROCTER AND GAMBLE CO
+$90.1K
2,449
+32%
减持
BA
BOEING CO
+$89.4K
3,745
-1%
