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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 38
增持 94
减持 11
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AMLP
ALPS ETF TR
+$13.3M
294,910
+2757%
建仓
BIL
SPDR SERIES TRUST
+$10.6M
115,847
增持
FSK
FS KKR CAP CORP
+$10.5M
723,508
+4863%
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
AAPL
APPLE INC
+$9.1M
65,268
+78%
建仓
LDUR
PIMCO ETF TR
+$7.6M
79,315
增持
SPTM
SPDR SERIES TRUST
+$7.6M
135,812
+201%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$7.3M
149,345
+427%
增持
SPYM
SPDR SERIES TRUST
+$6.5M
272,043
+33%
增持
VUG
VANGUARD INDEX FDS
+$6.4M
15,942
+479%
增持
PYLD
PIMCO ETF TR
+$6.2M
452,912
+100%
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.9M
232,693
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$5.5M
468,606
增持
QQQ
INVESCO QQQ TR
+$5.4M
15,890
+114%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$5.3M
108,446
+360%
建仓
SMMU
PIMCO ETF TR
+$3.5M
69,787
建仓
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$3.2M
552,930
增持
NVDA
NVIDIA CORPORATION
+$3.0M
48,371
+26%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
23,383
+42%
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$2.5M
122,580
增持
OEF
ISHARES TR
+$2.4M
13,485
+99%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$2.4M
47,442
建仓
FSMB
FIRST TR EXCH TRADED FD III
+$2.1M
104,569
增持
SPAB
SPDR SERIES TRUST
+$2.1M
387,189
+25%
建仓
RFMZ
RIVERNORTH FLEXIBLE MUNI INC
+$1.9M
146,283
清仓
GQI
NATIXIS ETF TR
-$1.9M
0
-100%
建仓
RMMZ
RIVERNORTH MANAGED DUR MUN I
+$1.8M
121,823
增持
IVV
ISHARES TR
+$1.7M
17,123
+9%
增持
BAI
BLACKROCK ETF TRUST
+$1.7M
73,183
+169%
减持
EFG
ISHARES TR
-$1.7M
3,215
-82%
建仓
LSGR
NATIXIS ETF TRUST II
+$1.6M
36,917
增持
AVUS
AMERICAN CENTY ETF TR
+$1.6M
115,867
+6%
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$1.6M
54,559
清仓
IYW
ISHARES TR
-$1.5M
0
-100%
建仓
INDA
ISHARES TR
+$1.5M
28,645
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
118,274
+33%
建仓
ITA
ISHARES TR
+$1.4M
6,580
增持
SPEM
SPDR INDEX SHS FDS
+$1.3M
32,701
+588%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.3M
88,548
+7%
增持
VOTE
TCW ETF TRUST
+$1.3M
47,588
+40%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
37,517
+15%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
96,247
+16%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$1.2M
11,682
-61%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.2M
114,021
+10%
增持
USMV
ISHARES TR
+$1.1M
61,932
+22%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
3,017
+131%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
137,953
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
10,236
-35%
建仓
BIBL
NORTHERN LTS FD TR IV
+$1.1M
24,273
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
43,912
+110%
增持
BINC
BLACKROCK ETF TRUST II
+$1.1M
125,633
+18%
增持
CVIE
MORGAN STANLEY ETF TRUST
+$1.0M
56,986
+31%
增持
SPYV
SPDR SERIES TRUST
+$943.5K
116,950
+11%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$899.3K
85,085
+27%
建仓
STIP
ISHARES TR
+$863.0K
8,350
增持
GOOGL
ALPHABET INC
+$851.9K
12,378
+1%
增持
TSLA
TESLA INC
+$826.0K
5,231
+11%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$814.1K
48,087
+111%
增持
IVW
ISHARES TR
+$805.9K
54,026
+4%
减持
VTV
VANGUARD INDEX FDS
-$785.7K
24,881
-19%
增持
SPSM
SPDR SERIES TRUST
+$778.4K
25,433
+171%
增持
SPTI
SPDR SERIES TRUST
+$775.7K
174,543
+18%
增持
AVDE
AMERICAN CENTY ETF TR
+$763.0K
95,233
+4%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$757.4K
28,724
减持
SPY
SPDR S&P 500 ETF TR
+$750.5K
28,530
-3%
增持
SO
SOUTHERN CO
+$750.0K
12,818
+153%
增持
SPYG
SPDR SERIES TRUST
+$722.8K
55,817
+4%
增持
IVE
ISHARES TR
+$721.2K
22,818
+12%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$700.6K
48,637
+7%
增持
XLV
SELECT SECTOR SPDR TR
+$699.7K
26,267
+20%
增持
IAU
ISHARES GOLD TR
+$688.6K
21,835
+51%
增持
AVEM
AMERICAN CENTY ETF TR
+$684.1K
69,179
+5%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$683.3K
195,241
+6%
增持
MGK
VANGUARD WORLD FD
+$671.6K
11,904
+6%
建仓
CGHM
CAPITAL GRP FIXED INCM ETF T
+$659.8K
26,091
增持
NULV
NUSHARES ETF TR
+$658.0K
44,437
+44%
建仓
COWG
PACER FDS TR
+$648.5K
17,864
清仓
CARR
CARRIER GLOBAL CORPORATION
-$644.3K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$640.5K
7,668
增持
CAT
CATERPILLAR INC
+$631.7K
4,719
+13%
增持
MSFT
MICROSOFT CORP
+$622.6K
16,819
+3%
增持
GOOG
ALPHABET INC
+$618.6K
7,603
+9%
建仓
RMI
RIVERNORTH OPPORTUNISTIC MUN
+$615.0K
42,067
增持
IWF
ISHARES TR
+$595.1K
3,143
+52%
建仓
SHY
ISHARES TR
+$568.8K
6,857
建仓
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$566.1K
40,035
建仓
TCAF
T ROWE PRICE ETF INC
+$565.0K
14,986
增持
PULS
PGIM ETF TR
+$554.2K
47,398
+30%
增持
VXUS
VANGUARD STAR FDS
+$551.0K
44,237
+13%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$549.2K
9,166
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$538.0K
8,277
增持
HD
HOME DEPOT INC
+$531.8K
2,386
+101%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$524.3K
179,344
+3%
清仓
OTIS
OTIS WORLDWIDE CORP
-$519.0K
0
-100%
增持
TLH
ISHARES TR
+$505.5K
27,364
+20%
增持
RSPA
INVESCO ACTIVELY MANAGED EXC
+$494.0K
17,328
+121%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$493.9K
43,996
+41%
增持
VYM
VANGUARD WHITEHALL FDS
+$493.8K
11,002
+39%
减持
RTX
RTX CORPORATION
-$478.2K
4,742
-46%
增持
VGT
VANGUARD WORLD FD
+$453.7K
1,790
+35%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$452.5K
38,684
+72%
增持
SPMD
SPDR SERIES TRUST
+$445.9K
36,115
+21%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$444.8K
38,032
+47%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$444.5K
35,938
+33%
增持
—
FTAI AVIATION LTD
+$441.2K
8,190
+2%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$428.6K
90,259
+10%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$427.0K
3,527
增持
SPIB
SPDR SERIES TRUST
+$426.3K
107,500
+12%
增持
IJH
ISHARES TR
+$425.5K
14,926
+69%
增持
DGRW
WISDOMTREE TR
+$423.8K
72,750
+1%
清仓
BSV
VANGUARD BD INDEX FDS
-$421.6K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$417.8K
29,892
+58%
增持
XLF
SELECT SECTOR SPDR TR
+$413.2K
23,403
+45%
增持
VTIP
VANGUARD MALVERN FDS
+$407.4K
62,897
+14%
增持
JPM
JPMORGAN CHASE & CO.
+$402.6K
6,440
+15%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$391.9K
8,637
+39%
增持
IJR
ISHARES TR
+$376.9K
36,520
+1%
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$371.5K
16,054
-22%
增持
GE
GE AEROSPACE
+$367.9K
2,198
+93%
建仓
DBEF
DBX ETF TR
+$367.4K
7,914
增持
FID
FIRST TR EXCHANGE TRADED FD
+$356.1K
63,435
+36%
减持
ONEQ
FIDELITY COMWLTH TR
+$355.4K
41,509
-1%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$355.3K
1,599
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$353.9K
35,325
+59%
增持
SCHD
SCHWAB STRATEGIC TR
+$347.7K
36,573
+49%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$343.1K
13,152
+73%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$341.5K
33,732
+36%
增持
BND
VANGUARD BD INDEX FDS
+$337.5K
35,663
+13%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$337.1K
48,720
+22%
清仓
BLV
VANGUARD BD INDEX FDS
-$336.6K
0
-100%
减持
BAC
BANK AMERICA CORP
-$336.4K
23,111
-28%
增持
META
META PLATFORMS INC
+$335.2K
5,194
+10%
减持
BIV
VANGUARD BD INDEX FDS
-$335.0K
2,692
-62%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$329.9K
17,059
+29%
增持
THRO
BLACKROCK ETF TRUST
+$325.3K
63,221
+9%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$315.8K
10,219
建仓
PRIM
PRIMORIS SVCS CORP
+$314.2K
2,288
清仓
HYS
PIMCO ETF TR
-$310.4K
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$310.1K
5,566
减持
QUAL
ISHARES TR
+$303.6K
29,728
-1%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$299.8K
3,340
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$299.7K
7,796
+40%
增持
AVGO
BROADCOM INC
+$297.9K
4,151
+7%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$294.6K
32,191
+66%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$293.3K
90,703
+1%
建仓
VDE
VANGUARD WORLD FD
+$292.8K
2,327
增持
ET
ENERGY TRANSFER L P
+$292.4K
54,712
+53%
建仓
PSR
INVESCO ACTIVELY MANAGED EXC
+$283.6K
3,060
建仓
MO
ALTRIA GROUP INC
+$278.5K
4,215
建仓
SHM
SPDR SERIES TRUST
+$275.0K
5,703
增持
V
VISA INC
+$274.1K
3,146
+40%
