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Gen-Wealth Partners Inc · 13F 持仓分析
期权收益计算器 机构排行

Gen-Wealth Partners Inc

No.5193 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.60亿
环比变动 Q1 2026
+$4,248.5万+13.4%
持仓股票数
721
新买入
34
加仓
141
减仓
226
清仓
40
持股不变
320
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富SPYM
8.79%5.63%$3,163.1万36.0万股$1,787.3万23.4万股+12.6万股+54.14%加仓
B贝莱德ETF信托DYNF
3.97%3.68%$1,428.3万21.0万股$1,167.7万20.1万股+9,306股+4.64%加仓
IiShares安硕信托IVW
3.39%2.95%$1,221.2万8.9万股$937.5万8.3万股+5,910股+7.13%加仓
IiShares安硕信托IVV
3.06%2.81%$1,100.2万1.5万股$892.3万1.4万股+1,030股+7.54%加仓
IiShares安硕·S&PIVE
3.04%3.25%$1,093.6万4.8万股$1,031.5万4.9万股-688股-1.41%减仓
B贝莱德ETF信托BAI
1.93%1.45%$693.3万13.2万股$460.6万14.0万股-8,291股-5.93%减仓
B贝莱德ETF信托CORO
1.92%1.8%$692.0万18.9万股$571.7万17.8万股+1.1万股+6.34%加仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
1.82%1.53%$655.3万8.6万股$487.1万7.1万股+1.5万股+21.03%加仓
卡特彼勒CAT
1.61%1.25%$577.7万5,425股$397.9万5,616股-191股-3.40%减仓
B贝莱德ETF信托BLCR
1.36%1.18%$489.9万9.7万股$372.9万9.1万股+6,446股+7.10%加仓
B贝莱德ETF信托THRO
1.3%1.57%$467.0万10.8万股$496.9万13.7万股-2.9万股-21.05%减仓
可口可乐KO
1.24%1.35%$447.7万5.5万股$427.8万5.6万股-1,162股-2.07%减仓
I景顺交易所交易基金IISPMO
1.13%1.09%$406.7万2.5万股$346.7万3.1万股-5,751股-18.60%减仓
IiShares安硕IEMG
1.11%0.99%$400.4万4.8万股$313.4万4.5万股+3,406股+7.58%加仓
IiShares安硕信托IUSB
1.09%0.82%$393.3万8.5万股$260.7万5.6万股+2.9万股+51.00%加仓
沃尔玛WMT
1%1.25%$360.1万3.2万股$398.2万3.2万股-249股-0.78%减仓
美光科技MU
0.91%0.3%$329.2万2,852股$94.7万2,802股+50股+1.78%加仓
高盛GS
0.9%0.82%$322.4万3,188股$260.6万3,081股+107股+3.47%加仓
强生JNJ
0.89%1.03%$320.6万1.3万股$325.4万1.3万股-689股-5.18%减仓
摩根大通JPM
0.89%0.86%$320.0万9,777股$272.6万9,266股+511股+5.51%加仓
IiShares安硕信托GVI
0.88%0.9%$317.3万2.9万股$284.0万2.7万股+2,722股+10.17%加仓
微软MSFT
0.88%0.95%$314.9万8,442股$300.4万8,115股+327股+4.03%加仓
宝洁PG
0.87%0.97%$313.4万2.1万股$307.5万2.1万股+85股+0.40%加仓
GGlobal X基金SHLD
0.86%0.84%$309.5万5.2万股$265.7万3.8万股+1.4万股+38.18%加仓
雪佛龙CVX
0.85%1.16%$304.7万1.8万股$367.9万1.8万股+602股+3.39%加仓
亚马逊AMZN
0.84%0.86%$303.8万1.3万股$272.9万1.3万股-356股-2.72%减仓
苹果AAPL
0.84%0.85%$302.5万1.0万股$269.8万1.1万股-177股-1.66%减仓
IiShares安硕信托EFV
0.84%1.97%$301.7万3.9万股$625.4万8.4万股-4.5万股-53.15%减仓
VisaV
0.8%0.75%$288.5万8,409股$238.4万7,888股+521股+6.60%加仓
思科CSCO
0.79%0.64%$284.3万2.4万股$201.5万2.6万股-1,769股-6.81%减仓
A美国世纪ETF信托AVEM
0.78%1.01%$281.2万2.9万股$319.7万4.0万股-1.1万股-26.55%减仓
3M COMMMM
0.77%0.72%$276.7万1.7万股$228.9万1.6万股+1,326股+8.41%加仓
美国运通AXP
0.74%0.69%$266.8万7,887股$217.5万7,192股+695股+9.66%加仓
默沙东MRK
0.73%0.8%$263.4万2.0万股$253.3万2.1万股-558股-2.65%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.73%0.77%$261.2万11.3万股$244.5万10.5万股+7,630股+7.25%加仓
英伟达NVDA
0.71%0.73%$257.2万1.3万股$230.9万1.3万股-387股-2.92%减仓
IIBMIBM
0.71%0.69%$255.1万9,073股$219.9万9,073股00.00%持仓不变
家得宝HD
0.7%0.69%$253.5万7,189股$218.1万6,632股+557股+8.40%加仓
IiShares安硕信托EFG
0.68%0.62%$243.7万2.0万股$196.7万1.8万股+1,928股+10.92%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.66%0.7%$238.4万4,565股$222.2万4,798股-233股-4.86%减仓
AMD超威AMD
0.64%0.23%$230.5万3,967股$73.1万3,596股+371股+10.32%加仓
迪士尼DIS
0.63%0.65%$227.6万2.4万股$206.6万2.1万股+2,206股+10.29%加仓
AMGEN COMAMGN
0.62%0.73%$221.5万6,118股$231.3万6,575股-457股-6.95%减仓
谷歌AGOOGL
0.61%0.58%$221.2万6,190股$183.8万6,391股-201股-3.15%减仓
宣伟SHW
0.59%0.63%$211.7万6,147股$201.0万6,270股-123股-1.96%减仓
联合健康UNH
0.59%0.45%$210.9万5,074股$143.0万5,284股-210股-3.97%减仓
威瑞森VZ
0.57%0.77%$203.8万4.8万股$244.3万4.9万股-523股-1.07%减仓
麦当劳MCD
0.56%0.74%$202.0万7,474股$235.9万7,591股-117股-1.54%减仓
TRAVELERS COSTRV
0.56%0.56%$200.1万6,061股$177.4万6,082股-21股-0.35%减仓
IiShares安硕信托GJS
0.53%0.56%$190.9万8.4万股$178.8万7.8万股+5,767股+7.39%加仓

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