GW

Gateway Wealth Partners, LLC

分散型投資策略高頻交易型趨勢追蹤型

申報總市值

US$25.7億

申報季度: 2026-03-31 · 持股檔數: 925

Gateway Wealth Partners, LLC在最新一期 13F 報告中揭露了 925 項持股，申報期為 2026-03-31，總持股市值約為 US$25.7億，季度換手率為 103.4%。

瀏覽其他10 億至 100 億美元機構瀏覽其他以「G」開頭的機構

機構性格雪花圖

集中度
2.28
持倉穩定性
100
動能／逆勢
100
產業集中度
49.53
多樣化
100
倉位均衡度
79.34

近期動向

  • 減碼 AMLP

    -93.4%　-US$1241.9萬

  • 減碼 FSK

    -95.5%　-US$1066.0萬

  • 加碼 IVV

    +422.8%　US$5173.8萬

  • 減碼 SPY

    +95.4%　US$1656.6萬

  • 加碼 VYM

    +959.5%　US$1648.8萬

  • 減碼 EEMA

    +103.2%　US$1697.0萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股與成長2.52%+1.08%+422.83%
2AAPLApple INC股票-科技2.13%-0.42%+155.45%
3SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長2.07%-0.47%+144.29%
4NVDANvidia CORP股票-科技1.49%+0.02%+210.22%
5SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.39%-0.75%+95.40%
6EEMAIshares Msci Emerg Mrkt AsiaETF-其他1.28%-0.49%+103.17%
7AVUSAvantis U.s. Equity ETFETF-其他1.18%-0.29%+131.12%
8TOUST Rowe Prc International EqETF-其他1.12%+1.12%NEW
9SPABSs Spdr P Agg Bond ETFETF-其他1.11%-0.26%+132.49%
10PYLDPimco Multisector Bond ActvETF-其他1.06%-0.47%+101.69%
11SPTMSs Spdr P S&p 1500 Comp ETFETF-其他1.00%-0.40%+113.16%
12AVUVAvantis US Small Cap ValueETF-中小型股0.93%-0.11%+135.49%
13IEMGIshares Core Msci EmergingETF-新興市場0.93%+0.26%+283.00%
14MGKVanguard Mega Cap Growth ETFETF-其他0.90%+0.34%+413.79%
15IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他0.89%+0.08%+214.78%
16MSFTMicrosoft CORP股票-科技0.88%-0.15%+219.49%
17VTIVanguard Total Stock Mkt ETFETF-其他0.87%-0.21%+142.68%
18BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.85%-0.31%+109.78%
19FTSMFirst Trust Enh Short Mat FdETF-其他0.84%-0.18%+134.69%
20FVDFirst Trust Value Line DvdETF-其他0.83%-0.26%+113.01%
21AMZNAmazon.com INC股票-循環性消費0.83%-0.03%+205.85%
22SPYVSs Spdr P S&p 500 Value ETFETF-大型股與成長0.81%-0.03%+175.23%
23IVEIshares S&p 500 Value ETFETF-大型股與成長0.81%-0.08%+160.23%
24GOOGLAlphabet Inc-cl A股票-通訊服務0.77%+0.10%+260.91%
25IVWIshares S&p 500 Growth ETFETF-大型股與成長0.77%-0.02%+204.91%
26DYNFIshrs US E F R A Etf-usd INCETF-其他0.71%-0.05%+180.73%
27VYMVanguard High Dvd Yield ETFETF-其他0.71%+0.53%+959.48%
28AVDEAvantis International EquityETF-其他0.70%-0.18%+118.19%
29UCONFirst Trust Smith UnconstraiETF-其他0.67%-0.20%+121.81%
30RDVYFirst Trust Rising DividendETF-其他0.66%—+91.72%
31BINCIshares Flex I A Etf-usd INCETF-其他0.66%-0.14%+137.89%
32LDURPimco Enhanced Low DurationETF-其他0.66%-0.19%+120.77%
33BBINJPM Betabuilders Intl EqtyETF-其他0.64%-0.12%+138.57%
34FTCSFirst Trust Capital StrengthETF-其他0.61%—+99.20%
35DGRWWisdomtree U.s. Quality DiviETF-其他0.61%—+96.67%
36GLDSpdr Gold SharesETF-避險與商品0.61%+0.26%+358.20%
37EFVIshares Msci Eafe Value ETFETF-其他0.58%+0.04%+191.75%
38BUFRFt Vest Lad Buffervetf-usd IETF-其他0.58%—+99.98%
39SDVYFirst Trust Smid Cap RisingETF-其他0.54%-0.09%+138.89%
40VTVVanguard Value ETFETF-其他0.53%-0.05%+152.85%
41VBVanguard Small-cap ETFETF-其他0.52%+0.49%+4237.92%
42FVFirst Trust Dw Focus 5 FundETF-其他0.51%—+99.19%
43SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.51%—+128.22%
44AVEMAvantis Emerging Markets EqETF-新興市場0.50%—+129.18%
45HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-非投資等級債0.50%+0.50%NEW
46BAIIshrs Ai In And Tech Act ETFETF-科技型0.50%+0.20%+375.15%
47GOVTIshares US Treasury Bond ETFETF-政府公債0.49%+0.42%+2051.36%
48CGDVCap Group Dividend ValueETF-其他0.49%—+173.89%
49RSPInvesco S&p 500 Equal WeightETF-大型股與成長0.48%—+60.19%
50JPSTJpmorgan Ultra-short IncomeETF-其他0.47%—+186.66%
1–50 of 925

本季持股變動

Gateway Wealth Partners, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: T Rowe Prc International Eq (TOUS); 清倉: T Rowe Price Technology ETF (TTEQ); 新建倉: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG); 新建倉: Vanguard Mega Cap Value ETF (MGV); 新建倉: Ishares Msci Eafe Growth ETF (EFG).

Gateway Wealth Partners, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1IVVIshares Core S&p 500 ETF+1.1%+422.83%加碼
2VYMVanguard High Dvd Yield ETF+0.5%+959.48%加碼
3VBVanguard Small-cap ETF+0.5%+4237.92%加碼
4GOVTIshares US Treasury Bond ETF+0.4%+2051.36%加碼
5VOVanguard Mid-cap ETF+0.4%+3225.38%加碼
6MGKVanguard Mega Cap Growth ETF+0.3%+413.79%加碼
7IEMGIshares Core Msci Emerging+0.3%+283.00%加碼
8GLDSpdr Gold Shares+0.3%+358.20%加碼
9CGBLCap Group Core Balanced+0.2%+442.19%加碼
10BAIIshrs Ai In And Tech Act ETF+0.2%+375.15%加碼
11CGGECap Group Global Eq+0.2%+410.00%加碼
12VOOVanguard S&p 500 ETF+0.2%+412.45%加碼
13VTVanguard Tot World Stk ETF+0.2%+380.73%加碼
14GOOGLAlphabet Inc-cl A+0.1%+260.91%加碼
15IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+214.78%加碼
16EFVIshares Msci Eafe Value ETF0%+191.75%加碼
17NVDANvidia CORP0%+210.22%加碼
18IVWIshares S&p 500 Growth ETF0%+204.91%加碼
19AMZNAmazon.com INC0%+205.85%加碼
20SPYVSs Spdr P S&p 500 Value ETF0%+175.23%加碼
21DYNFIshrs US E F R A Etf-usd INC-0.1%+180.73%加碼
22VTVVanguard Value ETF-0.1%+152.85%加碼
23IVEIshares S&p 500 Value ETF-0.1%+160.23%加碼
24SDVYFirst Trust Smid Cap Rising-0.1%+138.89%加碼
25AVUVAvantis US Small Cap Value-0.1%+135.49%加碼
26BBINJPM Betabuilders Intl Eqty-0.1%+138.57%加碼
27BINCIshares Flex I A Etf-usd INC-0.1%+137.89%加碼
28MSFTMicrosoft CORP-0.2%+219.49%加碼
29FTSMFirst Trust Enh Short Mat Fd-0.2%+134.69%加碼
30AVDEAvantis International Equity-0.2%+118.19%加碼
31LDURPimco Enhanced Low Duration-0.2%+120.77%加碼
32UCONFirst Trust Smith Unconstrai-0.2%+121.81%加碼
33VTIVanguard Total Stock Mkt ETF-0.2%+142.68%加碼
34SPABSs Spdr P Agg Bond ETF-0.3%+132.49%加碼
35FVDFirst Trust Value Line Dvd-0.3%+113.01%加碼
36AVUSAvantis U.s. Equity ETF-0.3%+131.12%加碼
37BILSs Spdr Bb 1-3m T-bill ETF-0.3%+109.78%加碼
38SPTMSs Spdr P S&p 1500 Comp ETF-0.4%+113.16%加碼
39AAPLApple INC-0.4%+155.45%加碼
40SPYMSte Str Spdr Pt S&p 500 ETF-0.5%+144.29%加碼
41PYLDPimco Multisector Bond Actv-0.5%+101.69%加碼
42EEMAIshares Msci Emerg Mrkt Asia-0.5%+103.17%加碼
43SPYSs Spdr S&p 500 ETF Trust-us-0.8%+95.40%加碼
44FSKFs Kkr Capital CORP-1.2%-95.54%減碼
45AMLPAlerian Mlp ETF-1.5%-93.43%減碼
46TOUST Rowe Prc International Eq—NEW新建倉
47TTEQT Rowe Price Technology ETF—EXIT清倉
48HYGIshr Ibx Usd Hiyld Cb Etf-ui—NEW新建倉
49MGVVanguard Mega Cap Value ETF—NEW新建倉
50EFGIshares Msci Eafe Growth ETF—NEW新建倉

FAQ

Gateway Wealth Partners, LLC 是什麼機構？屬於哪種投資人類型？
Gateway Wealth Partners, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$25.7億，分佈在 925 個已申報部位之中。
Gateway Wealth Partners, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Gateway Wealth Partners, LLC 按市值排列的前幾大持股為： 1. Ishares Core S&p 500 ETF (IVV) — US$6471.8萬 (2.5%) 2. Apple INC (AAPL) — US$5455.9萬 (2.1%) 3. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$5323.6萬 (2.1%) 4. Nvidia CORP (NVDA) — US$3833.7萬 (1.5%) 5. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3575.0萬 (1.4%)
Gateway Wealth Partners, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Gateway Wealth Partners, LLC 共進行了 50 項顯著調整：新建倉 4 個部位、加碼 43 個既有持股、減碼 2 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: T Rowe Prc International Eq (TOUS); 清倉: T Rowe Price Technology ETF (TTEQ); 新建倉: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG); 新建倉: Vanguard Mega Cap Value ETF (MGV); 新建倉: Ishares Msci Eafe Growth ETF (EFG)
Gateway Wealth Partners, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Gateway Wealth Partners, LLC 的主要板塊分佈如下： • Information Technology: 32.4% • Financials: 12.9% • Industrials: 10.3% • Communication Services: 10.1% • Consumer Discretionary: 9.7% • Health Care: 8.0%

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