VestGen Investment Management
EGG HARBOR TOWNSHIP NJ · SEC CIK 0001511739
$1.81亿2026Q1 申报市值
216持仓数
22.3%前十大占比 · 第一大 5.2%
49 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SGOV 加仓+$294.48万
FMAR 新建仓+$92.96万
USDU 新建仓+$92.84万
SHY 新建仓+$92.31万
DXJ 新建仓+$91.34万
2026Q1 卖出最多 按季末市值估算
VB 减仓-$154.95万
VO 减仓-$142.67万
VTI 减仓-$142.19万
VTV 减仓-$123.02万
EMB 清仓-$106.82万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $0 | 0.00% | 0 | -11,095 | -100.0% | -$106.82万 | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -36,562 | -100.0% | -$103.14万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -2,437 | -100.0% | -$94.85万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -3,383 | -100.0% | -$94.37万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,464 | -100.0% | -$92.47万 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,734 | -100.0% | -$87.98万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,496 | -100.0% | -$84.56万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2,384 | -100.0% | -$84.22万 | 清仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -22,213 | -100.0% | -$84.01万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -4,793 | -100.0% | -$77.33万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -2,215 | -100.0% | -$75.97万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$66.50万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -10,770 | -100.0% | -$66.08万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -3,672 | -100.0% | -$63.96万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -16,331 | -100.0% | -$59.52万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -13,853 | -100.0% | -$55.31万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -12,515 | -100.0% | -$54.98万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,996 | -100.0% | -$51.13万 | 清仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,644 | -100.0% | -$50.57万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$48.98万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,881 | -100.0% | -$48.64万 | 清仓 |
| NANR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,093 | -100.0% | -$48.11万 | 清仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -11,056 | -100.0% | -$45.26万 | 清仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,812 | -100.0% | -$43.58万 | 清仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,279 | -100.0% | -$42.82万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,124 | -100.0% | -$33.47万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,074 | -100.0% | -$31.01万 | 清仓 |
| IGE | ISHARES TR | $0 | 0.00% | 0 | -5,657 | -100.0% | -$28.40万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -9,115 | -100.0% | -$27.76万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -1,526 | -100.0% | -$21.59万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,559 | -100.0% | -$20.90万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$20.68万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $20.00万 | 0.11% | 592 | 592 | — | $20.00万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.36万 | 0.11% | 6,101 | -598 | -8.9% | -$2.00万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $20.39万 | 0.11% | 2,841 | 2,841 | — | $20.39万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.59万 | 0.11% | 412 | -1,122 | -73.1% | -$56.06万 | 减仓 |
| KR | KROGER CO | $20.61万 | 0.11% | 2,848 | 2,848 | — | $20.61万 | 新建仓 |
| WELL | WELLTOWER INC | $20.78万 | 0.11% | 1,051 | 1,051 | — | $20.78万 | 新建仓 |
| MET | METLIFE INC | $20.81万 | 0.11% | 2,943 | 50 | 1.7% | $3,536 | 加仓 |
| VDC | VANGUARD WORLD FD | $20.93万 | 0.12% | 932 | -92 | -9.0% | -$2.07万 | 重新持有 |
| IBN | ICICI BANK LIMITED | $20.96万 | 0.12% | 8,091 | 8,091 | — | $20.96万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.71万 | 0.12% | 2,385 | 2,385 | — | $21.71万 | 新建仓 |
| — | HONEYWELL INTL INC | $22.11万 | 0.12% | 978 | 978 | — | $22.11万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.13万 | 0.12% | 2,155 | -161 | -7.0% | -$1.65万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.33万 | 0.12% | 1,073 | 1,073 | — | $22.33万 | 新建仓 |
| MS | MORGAN STANLEY | $22.40万 | 0.12% | 1,361 | 1,361 | — | $22.40万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.70万 | 0.13% | 1,169 | 1,169 | — | $22.70万 | 新建仓 |
| C | CITIGROUP INC | $22.75万 | 0.13% | 2,006 | -2 | -0.1% | -$227 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.96万 | 0.13% | 947 | -2,112 | -69.0% | -$51.20万 | 减仓 |
| MCK | MCKESSON CORP | $23.02万 | 0.13% | 266 | -2 | -0.7% | -$1,731 | 减仓 |
| GDX | VANECK ETF TRUST | $23.14万 | 0.13% | 2,522 | 2,522 | — | $23.14万 | 新建仓 |
| AFL | AFLAC INC | $23.44万 | 0.13% | 2,136 | 8 | 0.4% | $878 | 加仓 |
| AGNC | AGNC INVT CORP | $23.48万 | 0.13% | 23,414 | 3,790 | 19.3% | $3.80万 | 加仓 |
| TJX | TJX COS INC NEW | $23.57万 | 0.13% | 1,476 | 48 | 3.4% | $7,666 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $23.63万 | 0.13% | 7,046 | 7,046 | — | $23.63万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $23.81万 | 0.13% | 9,509 | 9,509 | — | $23.81万 | 新建仓 |
| KLAC | KLA CORP | $24.44万 | 0.13% | 166 | 166 | — | $24.44万 | 新建仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $24.79万 | 0.14% | 8,047 | 527 | 7.0% | $1.62万 | 加仓 |
| BAC | BANK AMERICA CORP | $25.21万 | 0.14% | 5,171 | 275 | 5.6% | $1.34万 | 加仓 |
| GQRE | FLEXSHARES TR | $25.36万 | 0.14% | 4,244 | -1,428 | -25.2% | -$8.53万 | 减仓 |
| QCOM | QUALCOMM INC | $25.95万 | 0.14% | 2,015 | 551 | 37.6% | $7.10万 | 加仓 |
| RAVI | FLEXSHARES TR | $26.16万 | 0.14% | 3,469 | -768 | -18.1% | -$5.79万 | 减仓 |
| TMUS | T-MOBILE US INC | $26.30万 | 0.15% | 1,252 | 14 | 1.1% | $2,940 | 加仓 |
| ASHR | DBX ETF TR | $26.39万 | 0.15% | 8,086 | 8,086 | — | $26.39万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $27.17万 | 0.15% | 6,703 | -14,876 | -68.9% | -$60.31万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $27.21万 | 0.15% | 2,078 | 35 | 1.7% | $4,583 | 加仓 |
| ICLN | ISHARES TR | $27.55万 | 0.15% | 15,063 | 15,063 | — | $27.55万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $28.18万 | 0.16% | 6,863 | 6,863 | — | $28.18万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $28.23万 | 0.16% | 1,432 | 1,432 | — | $28.23万 | 新建仓 |
| MRK | MERCK & CO INC | $28.74万 | 0.16% | 2,389 | 203 | 9.3% | $2.44万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.86万 | 0.16% | 9,908 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.02万 | 0.16% | 960 | 205 | 27.2% | $6.20万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $29.38万 | 0.16% | 8,979 | 8,979 | — | $29.38万 | 新建仓 |
| BFC | BANK FIRST CORP | $29.71万 | 0.16% | 2,200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.15万 | 0.17% | 4,142 | 4,142 | — | $30.15万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $30.50万 | 0.17% | 977 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.68万 | 0.17% | 549 | -1,725 | -75.9% | -$99.53万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $31.80万 | 0.18% | 4,623 | -1,185 | -20.4% | -$8.15万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $32.52万 | 0.18% | 12,375 | 89 | 0.7% | $2,339 | 加仓 |
| MDT | MEDTRONIC PLC | $32.53万 | 0.18% | 3,754 | 1,427 | 61.3% | $12.36万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $32.93万 | 0.18% | 6,342 | -2,038 | -24.3% | -$10.58万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.88万 | 0.19% | 707 | 9 | 1.3% | $4,313 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $34.22万 | 0.19% | 6,008 | -96 | -1.6% | -$5,468 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.26万 | 0.19% | 1,266 | 13 | 1.0% | $3,518 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $34.75万 | 0.19% | 4,503 | -1,148 | -20.3% | -$8.86万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $34.86万 | 0.19% | 511 | 15 | 3.0% | $1.02万 | 加仓 |
| RTX | RTX CORPORATION | $35.05万 | 0.19% | 1,817 | -146 | -7.4% | -$2.82万 | 减仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $35.11万 | 0.19% | 12,056 | 1,236 | 11.4% | $3.60万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $36.02万 | 0.20% | 9,944 | -257 | -2.5% | -$9,309 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $36.09万 | 0.20% | 5,168 | -72 | -1.4% | -$5,028 | 减仓 |
| DE | DEERE & CO | $36.67万 | 0.20% | 651 | 62 | 10.5% | $3.49万 | 加仓 |
| TLTE | FLEXSHARES TR | $37.03万 | 0.20% | 5,509 | 381 | 7.4% | $2.56万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $37.26万 | 0.21% | 7,936 | -2,006 | -20.2% | -$9.42万 | 减仓 |
| IAGG | ISHARES TR | $37.73万 | 0.21% | 7,539 | 118 | 1.6% | $5,905 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $37.77万 | 0.21% | 10,520 | -530 | -4.8% | -$1.90万 | 减仓 |
| AMLP | ALPS ETF TR | $38.26万 | 0.21% | 7,268 | -8,030 | -52.5% | -$42.27万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $38.31万 | 0.21% | 5,433 | 5,433 | — | $38.31万 | 新建仓 |
| PLD | PROLOGIS INC. | $38.53万 | 0.21% | 2,915 | 15 | 0.5% | $1,983 | 加仓 |
| QUAL | ISHARES TR | $39.68万 | 0.22% | 2,069 | -116 | -5.3% | -$2.22万 | 减仓 |