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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 127
减持 3
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$51.7M
99,077
+423%
增持
AAPL
APPLE INC
+$31.7M
214,976
+155%
增持
SPYM
SPDR SERIES TRUST
+$30.4M
695,533
+144%
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
TOUS
T ROWE PRICE ETF INC
+$28.8M
834,698
增持
NVDA
NVIDIA CORPORATION
+$25.1M
219,824
+210%
增持
MGK
VANGUARD WORLD FD
+$18.1M
63,175
+414%
增持
IEMG
ISHARES INC
+$17.8M
341,149
+283%
增持
AVUS
AMERICAN CENTY ETF TR
+$17.1M
272,522
+131%
增持
EEMA
ISHARES INC
+$17.0M
343,115
+103%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$16.6M
54,971
+95%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.5M
122,539
+959%
增持
SPAB
SPDR SERIES TRUST
+$16.1M
1,107,920
+132%
增持
IUSB
ISHARES TR
+$15.5M
495,031
+215%
清仓
TTEQ
T ROWE PRICE ETF INC
-$15.4M
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$14.5M
215,708
+135%
增持
GOOGL
ALPHABET INC
+$13.9M
69,027
+261%
增持
AMZN
AMAZON COM INC
+$13.5M
101,990
+206%
增持
PYLD
PIMCO ETF TR
+$13.5M
1,038,649
+102%
增持
MSFT
MICROSOFT CORP
+$13.3M
60,917
+219%
增持
SPYV
SPDR SERIES TRUST
+$13.2M
366,709
+175%
增持
SPTM
SPDR SERIES TRUST
+$13.2M
326,097
+113%
增持
VB
VANGUARD INDEX FDS
+$13.0M
50,797
+4238%
建仓
HYG
ISHARES TR
+$12.8M
160,918
增持
VTI
VANGUARD INDEX FDS
+$12.8M
69,983
+143%
增持
IVE
ISHARES TR
+$12.7M
98,088
+160%
增持
IVW
ISHARES TR
+$12.7M
174,730
+205%
增持
GLD
SPDR GOLD TR
+$12.4M
36,184
+358%
减持
AMLP
ALPS ETF TR
-$12.4M
18,728
-93%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$12.3M
360,020
+135%
增持
GOVT
ISHARES TR
+$12.0M
551,459
+2051%
建仓
MGV
VANGUARD WORLD FD
+$11.7M
80,939
增持
DYNF
BLACKROCK ETF TRUST
+$11.5M
315,300
+181%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$11.5M
452,776
+113%
增持
VO
VANGUARD INDEX FDS
+$11.5M
41,268
+3225%
增持
BIL
SPDR SERIES TRUST
+$11.5M
238,998
+110%
减持
FSK
FS KKR CAP CORP
-$10.7M
33,130
-96%
增持
BAI
BLACKROCK ETF TRUST
+$10.1M
388,529
+375%
增持
EFV
ISHARES TR
+$10.0M
199,828
+192%
增持
AVDE
AMERICAN CENTY ETF TR
+$9.9M
210,314
+118%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$9.8M
350,388
+442%
增持
BBIN
J P MORGAN EXCHANGE TRADED F
+$9.7M
225,948
+139%
增持
BINC
BLACKROCK ETF TRUST II
+$9.7M
324,790
+138%
建仓
EFG
ISHARES TR
+$9.4M
84,506
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$9.3M
690,142
+122%
增持
LDUR
PIMCO ETF TR
+$9.2M
176,020
+121%
增持
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$8.7M
356,920
+410%
增持
VTV
VANGUARD INDEX FDS
+$8.4M
69,262
+153%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$8.3M
75,902
+381%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$8.2M
351,046
+139%
增持
VOO
VANGUARD INDEX FDS
+$8.1M
17,085
+412%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$8.0M
249,140
+92%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.9M
239,812
+187%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.9M
296,837
+174%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.8M
37,588
+764%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.8M
169,052
+99%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$7.8M
270,074
+397%
增持
META
META PLATFORMS INC
+$7.7M
20,362
+241%
增持
AVEM
AMERICAN CENTY ETF TR
+$7.5M
160,483
+129%
增持
AVGO
BROADCOM INC
+$7.5M
30,473
+455%
增持
DGRW
WISDOMTREE TR
+$7.5M
177,509
+97%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$7.5M
331,940
+485%
增持
IJR
ISHARES TR
+$7.5M
94,359
+165%
增持
XLE
SELECT SECTOR SPDR TR
+$7.4M
135,512
+595%
增持
TLH
ISHARES TR
+$7.4M
104,261
+239%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.3M
248,913
+311%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$7.3M
437,526
+100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.3M
181,730
+498%
增持
QUAL
ISHARES TR
+$7.1M
54,766
+218%
增持
MTUM
ISHARES TR
+$7.1M
43,168
+229%
建仓
GLDM
WORLD GOLD TR
+$7.1M
76,278
建仓
JNK
SPDR SERIES TRUST
+$7.1M
73,827
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.0M
19,107
+353%
清仓
DBRG
DIGITALBRIDGE GROUP INC
-$7.0M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$6.8M
135,702
+178%
增持
SPYG
SPDR SERIES TRUST
+$6.8M
132,366
+128%
增持
MBB
ISHARES TR
+$6.8M
96,332
+286%
增持
IEFA
ISHARES TR
+$6.7M
83,885
+759%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$6.6M
250,084
+395%
增持
SPIB
SPDR SERIES TRUST
+$6.5M
307,408
+169%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$6.3M
211,699
+363%
增持
FV
FIRST TR EXCHANGE TRADED FD
+$6.2M
214,630
+99%
建仓
BLCR
BLACKROCK ETF TRUST
+$6.1M
148,006
增持
BND
VANGUARD BD INDEX FDS
+$6.1M
114,167
+260%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$5.9M
458,485
+165%
增持
IDEV
ISHARES TR
+$5.9M
88,353
+387%
建仓
IDEF
BLACKROCK ETF TRUST
+$5.9M
178,822
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$5.7M
113,434
+124%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$5.6M
186,152
+114%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$5.6M
266,799
+391%
增持
ABBV
ABBVIE INC
+$5.6M
28,993
+788%
增持
JPM
JPMORGAN CHASE & CO
+$5.4M
25,743
+285%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.4M
96,011
+651%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.3M
45,838
+121%
增持
THRO
BLACKROCK ETF TRUST
+$5.3M
219,604
+219%
增持
USMV
ISHARES TR
+$5.2M
107,296
+114%
增持
PULS
PGIM ETF TR
+$5.2M
161,066
+187%
建仓
MINT
PIMCO ETF TR
+$5.1M
50,357
增持
CVIE
MORGAN STANLEY ETF TRUST
+$5.1M
126,892
+117%
增持
CAT
CATERPILLAR INC
+$5.0M
10,852
+135%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.0M
147,630
+172%
增持
SMMU
PIMCO ETF TR
+$4.9M
173,810
+125%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$4.9M
266,681
+449%
增持
TSLA
TESLA INC
+$4.8M
25,963
+142%
增持
SPDW
SPDR INDEX SHS FDS
+$4.8M
250,786
+68%
增持
SPTI
SPDR SERIES TRUST
+$4.8M
276,574
+156%
减持
OEF
ISHARES TR
-$4.8M
704
-95%
增持
XLF
SELECT SECTOR SPDR TR
+$4.8M
121,961
+429%
增持
XLU
SELECT SECTOR SPDR TR
+$4.7M
118,957
+592%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.7M
64,713
+60%
增持
—
EXXON MOBIL CORP
+$4.4M
35,323
+169%
增持
AFLG
FIRST TR EXCHNG TRADED FD VI
+$4.4M
178,001
+183%
增持
VBR
VANGUARD INDEX FDS
+$4.4M
21,790
+1323%
增持
ONEQ
FIDELITY COMWLTH TR
+$4.4M
96,266
+131%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$4.2M
322,638
+108%
增持
GOOG
ALPHABET INC
+$4.2M
25,043
+161%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$4.1M
67,876
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$4.0M
13,979
+520%
增持
SPEM
SPDR INDEX SHS FDS
+$4.0M
163,531
+107%
增持
EVSD
MORGAN STANLEY ETF TRUST
+$3.9M
129,586
+149%
增持
FGD
FIRST TR EXCHANGE-TRADED FD
+$3.9M
198,026
+148%
增持
IAGG
ISHARES TR
+$3.8M
104,499
+258%
增持
VOTE
TCW ETF TRUST
+$3.7M
100,168
+105%
建仓
VOE
VANGUARD INDEX FDS
+$3.7M
19,896
建仓
EFFI
HARBOR ETF TRUST
+$3.6M
153,376
增持
BOND
PIMCO ETF TR
+$3.5M
46,503
+469%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.5M
79,665
+439%
增持
FTA
FIRST TR EXCHANGE-TRADED ALP
+$3.5M
69,377
+104%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.4M
152,991
+83%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.4M
153,572
+231%
增持
SGOV
ISHARES TR
+$3.4M
61,100
+125%
增持
IXUS
ISHARES TR
+$3.4M
47,955
+458%
增持
LVHI
LEGG MASON ETF INVT
+$3.3M
106,298
+300%
增持
SPYD
SPDR SERIES TRUST
+$3.3M
141,552
+95%
增持
WMT
WALMART INC
+$3.3M
36,969
+220%
增持
JNJ
JOHNSON & JOHNSON
+$3.3M
16,174
+412%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$3.3M
173,230
+230%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$3.2M
59,280
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.2M
7,468
+53%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$3.2M
109,720
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$3.2M
155,246
+193%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.2M
99,814
+195%
增持
IEI
ISHARES TR
+$3.1M
28,738
+1159%
建仓
USIG
ISHARES TR
+$3.1M
60,630
增持
GS
GOLDMAN SACHS GROUP INC
+$3.1M
4,402
+495%
建仓
BBJP
J P MORGAN EXCHANGE TRADED F
+$3.1M
44,455
增持
AGG
ISHARES TR
+$3.0M
39,183
+363%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$3.0M
64,763
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.0M
150,736
+286%
建仓
SHYG
ISHARES TR
+$3.0M
71,337
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$3.0M
168,521
+118%