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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 47
增持 68
减持 22
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$3.8M
15,668
-35%
减持
SNPE
DBX ETF TR
-$3.3M
30,804
-69%
增持
XLK
SELECT SECTOR SPDR TR
+$3.2M
15,695
+307%
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。
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$3.2M
149,573
增持
SPDW
SPDR INDEX SHS FDS
+$3.1M
89,258
+532%
增持
SPTM
SPDR SERIES TRUST
+$3.1M
45,102
+983%
增持
SPYG
SPDR SERIES TRUST
+$3.0M
53,616
+108%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.0M
103,766
+72%
增持
NVDA
NVIDIA CORPORATION
+$2.9M
38,307
+30%
建仓
CVIE
MORGAN STANLEY ETF TRUST
+$2.8M
43,605
增持
SPYM
SPDR SERIES TRUST
+$2.8M
204,293
+11%
增持
IEMG
ISHARES INC
+$2.5M
107,722
+47%
建仓
VOTE
TCW ETF TRUST
+$2.5M
33,955
增持
MSFT
MICROSOFT CORP
+$2.3M
16,262
+6%
增持
EFV
ISHARES TR
+$2.2M
78,011
+69%
建仓
THRO
BLACKROCK ETF TRUST
+$2.1M
58,130
增持
AVUS
AMERICAN CENTY ETF TR
+$2.0M
109,233
+12%
增持
AMZN
AMAZON COM INC
+$1.8M
29,721
+20%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
82,426
+25%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
21,930
+124%
减持
TOTL
SSGA ACTIVE ETF TR
-$1.5M
8,114
-82%
清仓
EMXC
ISHARES INC
-$1.4M
0
-100%
建仓
FIIG
FIRST TR EXCHANGE-TRADED FD
+$1.3M
64,016
增持
MGK
VANGUARD WORLD FD
+$1.3M
11,248
+25%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.3M
13,204
-64%
增持
QUAL
ISHARES TR
+$1.2M
29,967
+19%
建仓
IAGG
ISHARES TR
+$1.2M
22,729
增持
META
META PLATFORMS INC
+$1.1M
4,714
+14%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
91,216
+7%
增持
IVW
ISHARES TR
+$1.1M
51,917
+3%
减持
SPHB
INVESCO EXCH TRADED FD TR II
-$1.0M
2,202
-86%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$1.0M
89,890
+10%
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$1.0M
22,627
增持
AVEM
AMERICAN CENTY ETF TR
+$986.7K
65,829
+12%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$963.9K
19,222
+43%
增持
VTI
VANGUARD INDEX FDS
+$961.7K
16,513
+12%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$959.0K
16,662
-73%
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$946.2K
19,448
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$927.5K
21,942
建仓
—
FTAI AVIATION LTD
+$925.3K
8,043
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$912.2K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$903.7K
29,051
-42%
建仓
FPF
FIRST TR INTER DURATN PFD &
+$889.4K
47,256
增持
OEF
ISHARES TR
+$888.8K
6,784
+56%
建仓
FXI
ISHARES TR
+$871.1K
23,696
建仓
LGLV
SPDR SERIES TRUST
+$822.3K
4,710
增持
IVE
ISHARES TR
+$821.6K
20,422
+23%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$806.4K
66,736
+46%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$788.6K
5,785
建仓
BAI
BLACKROCK ETF TRUST
+$786.3K
27,255
清仓
JPME
J P MORGAN EXCHANGE TRADED F
-$775.4K
0
-100%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$726.7K
82,263
-31%
增持
DYNF
BLACKROCK ETF TRUST
+$724.8K
82,653
+7%
增持
SPYV
SPDR SERIES TRUST
+$680.9K
105,604
+11%
增持
SPAB
SPDR SERIES TRUST
+$663.8K
309,269
+9%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$653.9K
10,909
-84%
清仓
HEFA
ISHARES TR
-$641.7K
0
-100%
增持
SPTI
SPDR SERIES TRUST
+$625.0K
148,369
+16%
增持
MTUM
ISHARES TR
+$592.6K
7,456
+26%
增持
AVGO
BROADCOM INC
+$577.8K
3,888
+32%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$575.4K
1,451
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$573.9K
117,647
+10%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$569.1K
45,409
-5%
清仓
RAVI
FLEXSHARES TR
-$565.7K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$556.1K
6,810
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$521.3K
109,837
-6%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$490.3K
53,430
+24%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$481.3K
36,845
+1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$474.8K
11,464
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$471.4K
20,627
-25%
增持
BINC
BLACKROCK ETF TRUST II
+$460.5K
106,698
+8%
减持
ONEQ
FIDELITY COMWLTH TR
+$451.5K
41,752
-2%
增持
ROBT
FIRST TR EXCHANGE TRADED FD
+$444.9K
41,843
+8%
增持
TLH
ISHARES TR
+$443.3K
22,763
+26%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$437.8K
1,547
+56%
清仓
CNBS
AMPLIFY ETF TR
-$437.7K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$432.0K
5,209
建仓
FEX
FIRST TR EXCHANGE-TRADED ALP
+$431.2K
3,922
增持
COST
COSTCO WHSL CORP NEW
+$430.2K
1,752
+27%
增持
TSLA
TESLA INC
+$429.5K
4,723
+14%
建仓
BKNG
BOOKING HOLDINGS INC
+$428.5K
74
建仓
IWP
ISHARES TR
+$425.2K
3,066
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$407.9K
3,927
+39%
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$401.9K
0
-100%
增持
AGG
ISHARES TR
+$396.8K
9,496
+72%
建仓
IWS
ISHARES TR
+$395.9K
2,996
建仓
RSPA
INVESCO ACTIVELY MANAGED EXC
+$391.0K
7,836
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$389.1K
183,701
+0%
增持
VGT
VANGUARD WORLD FD
+$388.6K
1,330
+46%
增持
GOOG
ALPHABET INC
+$384.6K
6,952
+28%
增持
VTV
VANGUARD INDEX FDS
+$383.0K
30,700
+5%
增持
AAPL
APPLE INC
-$378.3K
36,765
+3%
增持
CAT
CATERPILLAR INC
+$373.6K
4,173
+10%
建仓
FIX
COMFORT SYS USA INC
+$360.9K
673
建仓
IEF
ISHARES TR
+$358.2K
3,740
建仓
FPE
FIRST TR EXCH TRADED FD III
+$357.5K
20,083
减持
SPSM
SPDR SERIES TRUST
-$351.8K
9,381
-49%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$344.2K
5,966
+41%
增持
SPMD
SPDR SERIES TRUST
+$341.2K
29,781
+19%
增持
FID
FIRST TR EXCHANGE TRADED FD
+$340.2K
46,491
+45%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$338.7K
25,959
+50%
增持
EFG
ISHARES TR
+$335.7K
18,249
+7%
减持
QQQ
INVESCO QQQ TR
+$333.2K
7,418
-7%
建仓
FPEI
FIRST TR EXCH TRADED FD III
+$331.5K
17,454
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$326.3K
12,513
增持
JPM
JPMORGAN CHASE & CO.
+$320.4K
5,618
+5%
建仓
PANW
PALO ALTO NETWORKS INC
+$315.6K
1,542
清仓
LQD
ISHARES TR
-$310.1K
0
-100%
建仓
SPTS
SPDR SERIES TRUST
+$306.8K
10,473
减持
SPY
SPDR S&P 500 ETF TR
+$300.1K
29,547
-8%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$299.7K
4,737
建仓
VBR
VANGUARD INDEX FDS
+$293.9K
1,507
清仓
VTEB
VANGUARD MUN BD FDS
-$292.4K
0
-100%
建仓
VHT
VANGUARD WORLD FD
+$291.4K
1,173
增持
SCHD
SCHWAB STRATEGIC TR
+$290.6K
24,558
+91%
建仓
ORCL
ORACLE CORP
+$289.0K
1,322
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$288.2K
1,273
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$287.6K
10,712
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$285.9K
26,993
+23%
增持
IDEV
ISHARES TR
+$280.3K
15,294
+19%
清仓
IQDG
WISDOMTREE TR
-$279.5K
0
-100%
减持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$279.3K
9,503
-5%
建仓
BLK
BLACKROCK INC
+$278.4K
265
减持
QQQE
DIREXION SHS ETF TR
+$277.4K
25,940
-0%
增持
NFLX
NETFLIX INC
+$274.0K
550
+11%
建仓
DUK
DUKE ENERGY CORP NEW
+$273.3K
2,316
建仓
—
CARNIVAL CORP
+$272.2K
9,679
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$270.1K
166,853
+3%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$270.0K
24,520
+71%
建仓
HYBL
SSGA ACTIVE TR
+$269.5K
9,428
增持
PYLD
PIMCO ETF TR
+$268.8K
225,902
+4%
建仓
IEI
ISHARES TR
+$267.5K
2,246
减持
IAU
ISHARES GOLD TR
-$264.2K
14,438
-27%
减持
GOOGL
ALPHABET INC
+$263.2K
12,242
-0%
增持
GLD
SPDR GOLD TR
+$259.3K
2,349
+48%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$256.1K
10,327
-9%
清仓
CGSD
CAPITAL GRP FIXED INCM ETF T
-$255.4K
0
-100%
建仓
TLT
ISHARES TR
+$250.7K
2,841
建仓
SRLN
SSGA ACTIVE ETF TR
+$249.5K
5,999
增持
SCHO
SCHWAB STRATEGIC TR
+$247.0K
36,532
+38%
增持
EQL
ALPS ETF TR
-$244.7K
54,669
+161%
减持
XHB
SPDR SERIES TRUST
-$244.2K
2,077
-55%
建仓
SPYI
NEOS ETF TRUST
+$243.0K
4,830
清仓
FIW
FIRST TR EXCHANGE-TRADED FD
-$241.8K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$240.0K
1,691
清仓
FLRT
PACER FDS TR
-$233.4K
0
-100%
增持
SPIB
SPDR SERIES TRUST
+$233.1K
95,798
+7%
建仓
MA
MASTERCARD INCORPORATED
+$231.6K
412
建仓
IWM
ISHARES TR
+$231.3K
1,072
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$231.1K
24,810
+28%
