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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 37
增持 70
减持 23
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
PYLD
PIMCO ETF TR
+$5.7M
217,330
增持
BINC
BLACKROCK ETF TRUST II
+$4.2M
98,842
+417%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.9M
162,429
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
DGRW
WISDOMTREE TR
+$3.8M
75,240
+176%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$3.6M
70,786
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.0M
106,766
+621%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.8M
183,650
+107%
增持
IEMG
ISHARES INC
+$2.7M
73,486
+213%
建仓
ARCC
ARES CAPITAL CORP
+$2.3M
102,393
建仓
EVLN
MORGAN STANLEY ETF TRUST
+$2.2M
44,018
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.1M
117,185
+22%
建仓
GQI
NATIXIS ETF TR
+$2.0M
39,314
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
55,812
+120%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$1.5M
33,494
+230%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$1.4M
43,034
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
118,967
+74%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.4M
36,563
+145%
建仓
FV
FIRST TR EXCHANGE TRADED FD
+$1.3M
23,778
清仓
SYFI
AB ACTIVE ETFS INC
-$1.3M
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.3M
49,698
-38%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$1.2M
15,949
减持
EFG
ISHARES TR
-$1.2M
17,082
-43%
增持
TLH
ISHARES TR
+$1.2M
18,019
+168%
增持
SPTI
SPDR SER TR
+$1.2M
127,488
+45%
建仓
OEF
ISHARES TR
+$1.2M
4,342
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
32,099
-1%
增持
IVE
ISHARES TR
+$1.0M
16,629
+49%
增持
IUSB
ISHARES TR
+$921.7K
148,349
+13%
建仓
FTXO
FIRST TR EXCHANGE TRADED FD
+$897.9K
29,536
建仓
IDEV
ISHARES TR
+$882.6K
12,812
清仓
FEZ
SPDR INDEX SHS FDS
-$871.3K
0
-100%
增持
AAPL
APPLE INC
-$838.5K
35,661
+2%
建仓
XLF
SELECT SECTOR SPDR TR
+$802.8K
16,118
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$802.4K
11,367
-17%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$800.0K
81,943
+10%
清仓
EEMA
ISHARES INC
-$775.3K
0
-100%
清仓
SPEM
SPDR INDEX SHS FDS
-$745.4K
0
-100%
清仓
TLT
ISHARES TR
-$734.4K
0
-100%
增持
SPYM
SPDR SER TR
+$684.2K
183,736
+11%
减持
TSLA
TESLA INC
-$680.2K
4,132
-5%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$665.8K
2,979
-68%
建仓
HEFA
ISHARES TR
+$641.7K
17,682
增持
IVV
ISHARES TR
-$607.3K
24,145
+0%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$570.0K
27,555
+32%
增持
SPMD
SPDR SER TR
+$561.8K
24,976
+91%
增持
IAU
ISHARES GOLD TR
+$550.5K
19,752
+59%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$546.2K
47,893
+26%
增持
AVDE
AMERICAN CENTY ETF TR
+$518.4K
85,494
+2%
减持
VGT
VANGUARD WORLD FD
-$517.6K
910
-44%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$496.4K
19,197
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$495.4K
10,044
+52%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$457.3K
34,515
+20%
增持
MSFT
MICROSOFT CORP
-$448.7K
15,351
+4%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$448.4K
29,898
-17%
建仓
CNBS
AMPLIFY ETF TR
+$437.7K
25,885
增持
NVDA
NVIDIA CORPORATION
-$419.3K
29,540
+10%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$415.5K
45,760
+17%
减持
BAC
BANK AMERICA CORP
-$407.6K
31,539
-20%
建仓
SO
SOUTHERN CO
+$407.2K
4,429
清仓
IFRA
ISHARES TR
-$406.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$400.4K
1,420
-32%
增持
SPAB
SPDR SER TR
+$400.3K
284,007
+4%
清仓
NEE
NEXTERA ENERGY INC
-$374.7K
0
-100%
增持
EMB
ISHARES TR
+$374.6K
12,029
+50%
增持
IJR
ISHARES TR
-$374.3K
37,912
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$368.8K
3,860
+110%
减持
IWF
ISHARES TR
-$362.8K
2,205
-24%
减持
EFV
ISHARES TR
-$362.6K
46,200
-21%
减持
SNPE
DBX ETF TR
-$360.6K
99,050
-1%
减持
ONEQ
FIDELITY COMWLTH TR
-$359.0K
42,502
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$342.4K
9,803
+24%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$337.2K
60,256
+12%
增持
TOTL
SSGA ACTIVE ETF TR
+$334.1K
45,162
+20%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$333.3K
13,443
-6%
增持
GOVT
ISHARES TR
+$333.0K
24,756
+141%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$323.8K
14,422
建仓
QDPL
PACER FDS TR
+$319.1K
8,738
增持
VXUS
VANGUARD STAR FDS
+$310.3K
40,519
+8%
清仓
CRM
SALESFORCE INC
-$306.3K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$301.0K
32,492
+12%
建仓
FSK
FS KKR CAP CORP
+$295.7K
14,115
建仓
VTEB
VANGUARD MUN BD FDS
+$292.4K
5,893
增持
SPIB
SPDR SER TR
+$284.9K
89,765
+9%
建仓
MMM
3M CO
+$282.1K
1,921
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$281.4K
21,888
+55%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$279.1K
26,188
+22%
增持
WMT
WALMART INC
+$277.1K
7,070
+86%
增持
SPYV
SPDR SER TR
+$275.7K
94,896
+6%
清仓
—
AMPLIFY ETF TR
-$274.7K
0
-100%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$269.5K
25,264
+19%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$263.8K
33,405
+24%
增持
AVEM
AMERICAN CENTY ETF TR
+$259.3K
58,588
+5%
清仓
IYT
ISHARES TR
-$259.1K
0
-100%
清仓
—
CARNIVAL CORP
-$253.7K
0
-100%
建仓
AMGN
AMGEN INC
+$251.8K
808
建仓
QLTA
ISHARES TR
+$242.8K
5,109
建仓
FLRT
PACER FDS TR
+$233.4K
4,956
建仓
BOND
PIMCO ETF TR
+$231.2K
2,500
增持
VTV
VANGUARD INDEX FDS
+$230.8K
29,194
+3%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$229.0K
28,164
-34%
减持
USMV
ISHARES TR
+$228.0K
48,969
-0%
减持
BBJP
J P MORGAN EXCHANGE TRADED F
-$227.7K
16,251
-22%
增持
FJP
FIRST TR EXCH TRD ALPHDX FD
+$227.3K
17,708
+23%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$226.2K
0
-100%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$224.5K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$224.5K
28,329
+37%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$224.2K
16,962
+97%
建仓
GE
GE AEROSPACE
+$223.0K
1,114
增持
XLE
SELECT SECTOR SPDR TR
+$221.8K
7,663
+33%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$221.0K
2,816
-0%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$220.1K
6,770
建仓
SLB
SCHLUMBERGER LTD
+$217.7K
5,207
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$214.9K
3,348
-24%
增持
IVW
ISHARES TR
-$209.7K
50,214
+5%
建仓
CVX
CHEVRON CORP NEW
+$209.5K
1,252
减持
EMXC
ISHARES INC
-$208.8K
25,285
-12%
建仓
XLI
SELECT SECTOR SPDR TR
+$208.1K
1,588
清仓
BLK
BLACKROCK INC
-$207.9K
0
-100%
建仓
UNP
UNION PAC CORP
+$206.9K
876
建仓
KO
COCA COLA CO
+$205.8K
2,874
建仓
ATO
ATMOS ENERGY CORP
+$204.8K
1,325
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$204.0K
4,508
清仓
INSP
INSPIRE MED SYS INC
-$203.9K
0
-100%
清仓
GEN
GEN DIGITAL INC
-$203.4K
0
-100%
建仓
QFLR
INNOVATOR ETFS TRUST
+$203.3K
7,526
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$203.1K
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$202.9K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$202.6K
0
-100%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$201.7K
41,369
+22%
清仓
PANW
PALO ALTO NETWORKS INC
-$201.2K
0
-100%
建仓
SUSC
ISHARES TR
+$200.3K
8,686
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$200.2K
14,745
+99%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$199.6K
11,744
+43%
增持
COWZ
PACER FDS TR
+$197.3K
17,856
+29%
增持
FBND
FIDELITY MERRIMACK STR TR
+$188.3K
18,505
+26%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$184.4K
36,595
+3%
减持
EQL
ALPS ETF TR
-$182.3K
20,971
-7%
增持
DIVO
AMPLIFY ETF TR
+$181.0K
26,684
+19%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$177.5K
61,203
+12%
增持
NFLX
NETFLIX INC
+$175.5K
496
+54%
增持
MUB
ISHARES TR
+$172.5K
4,580
+57%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$170.6K
8,205
+68%
增持
QUAL
ISHARES TR
+$164.7K
25,122
+8%
增持
GOOGL
ALPHABET INC
-$164.0K
12,249
+13%
增持
BIV
VANGUARD BD INDEX FDS
+$160.6K
7,971
+32%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$156.0K
32,081
+31%
增持
VTI
VANGUARD INDEX FDS
-$153.8K
14,762
+2%
增持
PULS
PGIM ETF TR
+$153.8K
35,226
+9%
减持
CARR
CARRIER GLOBAL CORPORATION
-$151.9K
8,724
-16%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$151.8K
17,291
+34%
