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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 89
减持 15
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
EEMA
ISHARES INC
+$15.9M
168,883
建仓
TTEQ
T ROWE PRICE ETF INC
+$15.4M
474,914
增持
AAPL
APPLE INC
+$6.3M
84,156
+29%
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
JPST
J P MORGAN EXCHANGE TRADED F
+$4.2M
83,656
增持
NVDA
NVIDIA CORPORATION
+$4.2M
70,860
+46%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$3.5M
0
-100%
增持
IVE
ISHARES TR
+$3.3M
37,693
+65%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.3M
83,503
+357%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.2M
108,379
+202%
建仓
EMXC
ISHARES INC
+$3.0M
41,624
增持
GOOGL
ALPHABET INC
+$3.0M
19,126
+55%
减持
VTIP
VANGUARD MALVERN FDS
-$2.7M
10,170
-84%
建仓
EVSD
MORGAN STANLEY ETF TRUST
+$2.7M
52,003
建仓
EVMO
MORGAN STANLEY ETF TRUST
+$2.5M
50,252
增持
TSLA
TESLA INC
+$2.5M
10,722
+105%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.4M
54,254
+313%
增持
COST
COSTCO WHSL CORP NEW
+$2.4M
4,886
+148%
减持
QUAL
ISHARES TR
-$2.4M
17,243
-42%
增持
GLD
SPDR GOLD TR
+$2.3M
7,897
+234%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.3M
20,720
+96%
增持
SPAB
SPDR SERIES TRUST
+$2.3M
476,536
+23%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.2M
84,867
-21%
增持
SPEM
SPDR INDEX SHS FDS
+$2.2M
78,930
+141%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
28,838
+23%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.0M
311,137
+34%
减持
SPTI
SPDR SERIES TRUST
-$1.9M
108,117
-38%
增持
SPTM
SPDR SERIES TRUST
+$1.7M
152,980
+13%
清仓
LSGR
NATIXIS ETF TRUST II
-$1.6M
0
-100%
增持
DGRW
WISDOMTREE TR
+$1.6M
90,259
+24%
增持
PYLD
PIMCO ETF TR
+$1.6M
514,984
+14%
增持
SPDW
SPDR INDEX SHS FDS
+$1.6M
149,353
+26%
增持
FTC
FIRST TR EXCHANGE-TRADED ALP
+$1.6M
15,802
+161%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$1.5M
23,025
增持
SPYM
SPDR SERIES TRUST
+$1.5M
284,720
+5%
增持
IVV
ISHARES TR
+$1.5M
18,950
+11%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$1.5M
212,563
+19%
清仓
INDA
ISHARES TR
-$1.5M
0
-100%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$1.5M
52,488
减持
DBRG
DIGITALBRIDGE GROUP INC
+$1.5M
453,867
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
29,935
+192%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.4M
129,947
+14%
建仓
FPX
FIRST TR EXCHANGE-TRADED FD
+$1.3M
7,714
增持
MTUM
ISHARES TR
+$1.2M
13,127
+65%
增持
QQQ
INVESCO QQQ TR
+$1.2M
17,465
+10%
减持
EVLN
MORGAN STANLEY ETF TRUST
-$1.2M
22,549
-51%
减持
USMV
ISHARES TR
-$1.2M
50,068
-19%
增持
GOOG
ALPHABET INC
+$1.2M
9,595
+26%
增持
DYNF
BLACKROCK ETF TRUST
+$1.1M
112,315
+17%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$1.1M
64,625
+92%
增持
SPYV
SPDR SERIES TRUST
+$1.1M
133,235
+14%
增持
SGOV
ISHARES TR
+$1.1M
27,117
+65%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
33,891
+178%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.1M
10,619
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.0M
15,789
+83%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
10,995
+115%
清仓
FXI
ISHARES TR
-$1.0M
0
-100%
减持
SPMD
SPDR SERIES TRUST
-$1.0M
18,387
-49%
建仓
LVHI
LEGG MASON ETF INVT
+$979.2K
26,593
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$970.6K
218,784
+12%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$969.5K
19,032
建仓
INCM
FRANKLIN TEMPLETON ETF TR
+$967.2K
34,493
增持
AMZN
AMAZON COM INC
+$918.4K
33,346
+8%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$850.1K
79,903
+46%
建仓
ILF
ISHARES TR
+$800.5K
26,287
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$799.4K
14,784
增持
—
EXXON MOBIL CORP
+$774.0K
13,132
+84%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$765.4K
60,581
+38%
清仓
FPF
FIRST TR INTER DURATN PFD &
-$756.7K
0
-100%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$733.0K
69,985
+46%
清仓
SCHO
SCHWAB STRATEGIC TR
-$729.0K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$727.7K
50,480
+69%
减持
IEMG
ISHARES INC
-$714.0K
89,073
-12%
增持
VUG
VANGUARD INDEX FDS
+$673.4K
17,053
+7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$665.8K
45,709
+54%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$641.5K
20,547
+76%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$621.6K
40,398
+8%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$618.7K
54,334
+43%
增持
VTV
VANGUARD INDEX FDS
+$591.4K
27,392
+10%
增持
AVUS
AMERICAN CENTY ETF TR
+$585.6K
117,913
+2%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$574.8K
6,285
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$569.1K
22,299
+169%
清仓
TCAF
T ROWE PRICE ETF INC
-$565.0K
0
-100%
增持
IWF
ISHARES TR
+$546.5K
4,266
+36%
增持
OEF
ISHARES TR
+$542.0K
14,667
+9%
增持
IVW
ISHARES TR
+$541.5K
57,305
+6%
增持
AVGO
BROADCOM INC
+$531.4K
5,493
+32%
增持
AVUV
AMERICAN CENTY ETF TR
+$527.9K
91,598
+3%
增持
MBB
ISHARES TR
+$520.2K
24,982
+28%
增持
BINC
BLACKROCK ETF TRUST II
+$515.8K
136,527
+9%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$512.6K
19,321
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$511.5K
77,217
-14%
增持
MSFT
MICROSOFT CORP
+$510.0K
19,067
+13%
建仓
SJNK
SPDR SERIES TRUST
+$502.0K
19,827
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$501.8K
54,328
+54%
增持
BOND
PIMCO ETF TR
+$499.9K
8,178
+192%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$493.9K
56,748
+47%
建仓
MPC
MARATHON PETE CORP
+$492.6K
3,029
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$488.4K
94,709
+4%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$483.9K
6,776
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$480.8K
172,841
+16%
建仓
ROSC
LATTICE STRATEGIES TR
+$463.6K
9,864
建仓
WTV
WISDOMTREE TR
+$452.1K
4,846
增持
GEV
GE VERNOVA INC
+$437.2K
1,033
+167%
减持
AMLP
ALPS ETF TR
-$435.1K
285,091
-3%
增持
VXUS
VANGUARD STAR FDS
+$429.8K
48,774
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$427.7K
2,253
+145%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$427.0K
0
-100%
增持
IEFA
ISHARES TR
+$422.0K
9,763
+89%
增持
AVDE
AMERICAN CENTY ETF TR
+$421.0K
96,391
+1%
增持
PULS
PGIM ETF TR
+$420.8K
56,112
+18%
增持
GE
GE AEROSPACE
+$413.7K
3,489
+59%
建仓
NOBL
PROSHARES TR
+$412.4K
3,963
增持
WM
WASTE MGMT INC DEL
+$410.0K
2,794
+203%
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$399.6K
33,523
+12%
建仓
GAL
SSGA ACTIVE ETF TR
+$399.0K
8,068
建仓
EAGG
ISHARES TR
+$395.9K
8,273
减持
CAT
CATERPILLAR INC
+$390.4K
4,612
-2%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$389.5K
39,099
+57%
减持
XLV
SELECT SECTOR SPDR TR
+$388.8K
26,126
-1%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$386.2K
146,948
+7%
建仓
EVSM
MORGAN STANLEY ETF TRUST
+$384.7K
7,637
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$383.8K
33,928
+11%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$383.6K
25,607
+132%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$377.3K
10,635
增持
SMMU
PIMCO ETF TR
+$372.4K
77,366
+11%
建仓
DLN
WISDOMTREE TR
+$370.5K
4,206
建仓
FLOT
ISHARES TR
+$370.2K
7,278
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$367.8K
48,551
+51%
增持
WMT
WALMART INC
+$367.0K
11,548
+29%
清仓
EFG
ISHARES TR
-$366.1K
0
-100%
增持
QTEC
FIRST TR EXCHANGE-TRADED FD
+$364.2K
11,485
+16%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$355.6K
6,735
+51%
增持
SPYG
SPDR SERIES TRUST
+$355.1K
57,999
+4%
增持
RTX
RTX CORPORATION
+$353.9K
6,256
+32%
建仓
IWD
ISHARES TR
+$353.8K
1,682
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$348.0K
38,720
+28%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$345.9K
18,514
+15%
建仓
DBP
INVESCO DB MULTI-SECTOR COMM
+$324.8K
3,159
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$319.1K
7,159
+11%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$319.1K
6,043
增持
IAU
ISHARES GOLD TR
+$318.0K
23,493
+8%
建仓
LOW
LOWES COS INC
+$315.6K
1,309
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$315.2K
154,849
-9%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$308.5K
62,822
+14%
增持
TLH
ISHARES TR
+$306.0K
30,730
+12%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$304.7K
2,805
建仓
IQLT
ISHARES TR
+$304.0K
6,688
减持
BND
VANGUARD BD INDEX FDS
-$303.6K
31,709
-11%
建仓
VB
VANGUARD INDEX FDS
+$302.1K
1,171
清仓
SPTL
SPDR SERIES TRUST
-$299.1K
0
-100%
