Gateway Wealth Partners, LLC 13F 持仓 · 2026年Q2
Gateway Wealth Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 750 只证券,申报市值合计 16.68 亿美元。前几大持仓:IVV(3.55%)、AAPL(2.21%)、SPYM(2.19%)。本季前 25 大持仓中:增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $59.3M | 3.55% | 79,120 | 减持 |
| 2 | AAPL | APPLE INC | $36.9M | 2.21% | 127,474 | 减持 |
| 3 | SPYM | SPDR SERIES TRUST | $36.5M | 2.19% | 415,184 | 减持 |
| 4 | NVDA | NVIDIA CORPORATION | $25.1M | 1.50% | 125,358 | 减持 |
| 5 | MGK | VANGUARD WORLD FD | $21.6M | 1.30% | 245,744 | 增持 |
| 6 | AIRR | FIRST TR EXCHANGE TRADED FD | $21.3M | 1.28% | 159,922 | 增持 |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $21.4M | 1.28% | 28,610 | 减持 |
| 8 | EEMA | ISHARES INC | $19.8M | 1.19% | 169,684 | 减持 |
| 9 | AVUS | AMERICAN CENTY ETF TR | $18.6M | 1.11% | 145,032 | 减持 |
| 10 | IUSB | ISHARES TR | $16.5M | 0.99% | 357,713 | 减持 |
| 11 | SPTM | SPDR SERIES TRUST | $16.0M | 0.96% | 176,685 | 减持 |
| 12 | SPAB | SPDR SERIES TRUST | $15.9M | 0.95% | 623,869 | 减持 |
| 13 | BIL | SPDR SERIES TRUST | $15.0M | 0.90% | 163,254 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $15.1M | 0.90% | 40,443 | 减持 |
| 15 | PYLD | PIMCO ETF TR | $14.8M | 0.89% | 558,957 | 减持 |
| 16 | AMZN | AMAZON COM INC | $14.5M | 0.87% | 60,778 | 减持 |
| 17 | AVUV | AMERICAN CENTY ETF TR | $14.4M | 0.86% | 115,160 | 减持 |
| 18 | HYG | ISHARES TR | $14.1M | 0.84% | 175,770 | 增持 |
| 19 | IEMG | ISHARES INC | $14.1M | 0.84% | 169,939 | 减持 |
| 20 | IVW | ISHARES TR | $13.8M | 0.83% | 100,301 | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $13.7M | 0.82% | 36,889 | 减持 |
| 22 | GOOGL | ALPHABET INC | $13.4M | 0.80% | 37,451 | 减持 |
| 23 | MGV | VANGUARD WORLD FD | $12.5M | 0.75% | 76,465 | 减持 |
| 24 | DYNF | BLACKROCK ETF TRUST | $12.3M | 0.74% | 181,023 | 减持 |
| 25 | SPYV | SPDR SERIES TRUST | $12.1M | 0.73% | 199,142 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR