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 |
|---|---|---|---|---|---|---|---|---|
| BAI | BLACKROCK ETF TRUST | $40.46万 | 0.22% | 12,280 | -39 | -0.3% | -$1,285 | 减仓 |
| LNG | CHENIERE ENERGY INC | $40.49万 | 0.22% | 1,427 | 1,427 | — | $40.49万 | 新建仓 |
| CSCO | CISCO SYS INC | $40.80万 | 0.23% | 5,259 | 122 | 2.4% | $9,466 | 加仓 |
| BLK | BLACKROCK INC | $41.74万 | 0.23% | 434 | 13 | 3.1% | $1.25万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $42.28万 | 0.23% | 12,015 | -552 | -4.4% | -$1.94万 | 减仓 |
| SO | SOUTHERN CO | $42.45万 | 0.23% | 4,398 | 87 | 2.0% | $8,397 | 加仓 |
| EFG | ISHARES TR | $42.65万 | 0.24% | 3,830 | 3,830 | — | $42.65万 | 新建仓 |
| NFRA | FLEXSHARES TR | $42.75万 | 0.24% | 6,685 | -2,542 | -27.5% | -$16.26万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $42.79万 | 0.24% | 478 | 5 | 1.1% | $4,476 | 加仓 |
| GE | GE AEROSPACE | $43.62万 | 0.24% | 1,537 | 22 | 1.5% | $6,243 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.74万 | 0.24% | 439 | 64 | 17.1% | $6.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.12万 | 0.24% | 8,789 | -385 | -4.2% | -$1.93万 | 减仓 |
| MCD | MCDONALDS CORP | $45.64万 | 0.25% | 1,469 | 22 | 1.5% | $6,836 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.77万 | 0.25% | 10,928 | 10,928 | — | $45.77万 | 新建仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $46.16万 | 0.25% | 15,135 | -1,126 | -6.9% | -$3.43万 | 减仓 |
| TSLA | TESLA INC | $46.54万 | 0.26% | 1,252 | -838 | -40.1% | -$31.15万 | 减仓 |
| CVX | CHEVRON CORPORATION | $46.64万 | 0.26% | 2,254 | 201 | 9.8% | $4.16万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $46.66万 | 0.26% | 12,146 | -905 | -6.9% | -$3.48万 | 减仓 |
| T | AT&T INC | $46.73万 | 0.26% | 16,119 | 1,293 | 8.7% | $3.75万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.26万 | 0.26% | 3,580 | 23 | 0.6% | $3,036 | 加仓 |
| ABBV | ABBVIE INC | $48.17万 | 0.27% | 2,215 | 138 | 6.6% | $3.00万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $48.34万 | 0.27% | 8,556 | 8,556 | — | $48.34万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.84万 | 0.27% | 1,445 | -9 | -0.6% | -$3,042 | 减仓 |
| GOOGL | ALPHABET INC | $49.14万 | 0.27% | 1,709 | 395 | 30.1% | $11.36万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $49.85万 | 0.27% | 7,540 | 900 | 13.6% | $5.95万 | 加仓 |
| EVR | EVERCORE INC | $49.98万 | 0.28% | 1,674 | -34 | -2.0% | -$1.02万 | 减仓 |
| GVI | ISHARES TR | $50.48万 | 0.28% | 4,732 | 608 | 14.7% | $6.49万 | 加仓 |
| SHV | ISHARES TR | $51.02万 | 0.28% | 4,622 | 607 | 15.1% | $6.70万 | 加仓 |
| EBAY | EBAY INC. | $51.40万 | 0.28% | 5,647 | -137 | -2.4% | -$1.25万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.76万 | 0.29% | 3,653 | 86 | 2.4% | $1.24万 | 加仓 |
| LLY | ELI LILLY & CO | $52.98万 | 0.29% | 576 | -15 | -2.5% | -$1.38万 | 减仓 |
| TLH | ISHARES TR | $53.15万 | 0.29% | 5,277 | -131 | -2.4% | -$1.32万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $53.43万 | 0.29% | 5,803 | -112 | -1.9% | -$1.03万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.44万 | 0.30% | 14,667 | 14,667 | — | $54.44万 | 新建仓 |
| HD | HOME DEPOT INC | $54.60万 | 0.30% | 1,660 | 46 | 2.9% | $1.51万 | 加仓 |
| ALB | ALBEMARLE CORP | $55.03万 | 0.30% | 3,065 | 3,065 | — | $55.03万 | 新建仓 |
| KO | COCA COLA CO | $55.41万 | 0.31% | 7,286 | 87 | 1.2% | $6,616 | 加仓 |
| TILT | FLEXSHARES TR | $56.26万 | 0.31% | 2,331 | -13 | -0.6% | -$3,138 | 减仓 |
| MBB | ISHARES TR | $57.38万 | 0.32% | 6,043 | 53 | 0.9% | $5,033 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $57.80万 | 0.32% | 13,587 | -763 | -5.3% | -$3.25万 | 减仓 |
| IEV | ISHARES TR | $59.55万 | 0.33% | 8,765 | 688 | 8.5% | $4.67万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $60.14万 | 0.33% | 8,967 | 8,967 | — | $60.14万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $60.47万 | 0.33% | 6,511 | 3,076 | 89.5% | $28.57万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.63万 | 0.35% | 13,315 | 13,315 | — | $62.63万 | 新建仓 |
| MTZ | MASTEC INC | $63.22万 | 0.35% | 1,965 | 1,965 | — | $63.22万 | 新建仓 |
| WMT | WALMART INC | $63.90万 | 0.35% | 5,142 | 127 | 2.5% | $1.58万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.06万 | 0.35% | 16,470 | 16,470 | — | $64.06万 | 新建仓 |
| GM | GENERAL MTRS CO | $64.45万 | 0.36% | 8,651 | 8,651 | — | $64.45万 | 新建仓 |
| TLTD | FLEXSHARES TR | $64.67万 | 0.36% | 6,881 | -1,744 | -20.2% | -$16.39万 | 减仓 |
| SLV | ISHARES SILVER TR | $65.50万 | 0.36% | 9,612 | -3,318 | -25.7% | -$22.61万 | 减仓 |
| EFV | ISHARES TR | $66.60万 | 0.37% | 8,957 | -3,958 | -30.6% | -$29.43万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $67.01万 | 0.37% | 16,998 | 16,998 | — | $67.01万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $67.33万 | 0.37% | 4,072 | 297 | 7.9% | $4.91万 | 加仓 |
| GOVT | ISHARES TR | $67.38万 | 0.37% | 29,412 | 29,412 | — | $67.38万 | 新建仓 |
| EZU | ISHARES INC | $67.95万 | 0.37% | 10,847 | 1,817 | 20.1% | $11.38万 | 加仓 |
| SKOR | FLEXSHARES TR | $68.25万 | 0.38% | 14,038 | 1,476 | 11.7% | $7.18万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $69.67万 | 0.38% | 9,424 | -160 | -1.7% | -$1.18万 | 减仓 |
| EEM | ISHARES TR | $69.94万 | 0.39% | 12,315 | 12,315 | — | $69.94万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $71.54万 | 0.39% | 9,124 | -2,334 | -20.4% | -$18.30万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $71.85万 | 0.40% | 30,027 | 30,027 | — | $71.85万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $72.47万 | 0.40% | 4,481 | -4,097 | -47.8% | -$66.26万 | 减仓 |
| CNX | CNX RES CORP | $72.71万 | 0.40% | 18,861 | -447 | -2.3% | -$1.72万 | 减仓 |
| IEMG | ISHARES INC | $73.68万 | 0.41% | 10,564 | -2,508 | -19.2% | -$17.49万 | 减仓 |
| FN | FABRINET | $74.42万 | 0.41% | 1,427 | 1,427 | — | $74.42万 | 新建仓 |
| VLUE | ISHARES TR | $75.25万 | 0.41% | 5,292 | 5,292 | — | $75.25万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $75.68万 | 0.42% | 22,383 | 22,383 | — | $75.68万 | 新建仓 |
| NRG | NRG ENERGY INC | $76.07万 | 0.42% | 5,205 | -4,846 | -48.2% | -$70.83万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $76.23万 | 0.42% | 7,098 | 7,098 | — | $76.23万 | 新建仓 |
| GUNR | FLEXSHARES TR | $77.34万 | 0.43% | 14,021 | 7,080 | 102.0% | $39.05万 | 加仓 |
| TPR | TAPESTRY INC | $77.94万 | 0.43% | 5,523 | 5,523 | — | $77.94万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $78.83万 | 0.43% | 31,133 | -1,057 | -3.3% | -$2.68万 | 减仓 |
| — | EXXON MOBIL CORP | $79.01万 | 0.44% | 4,657 | 455 | 10.8% | $7.72万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $79.54万 | 0.44% | 7,228 | 555 | 8.3% | $6.11万 | 加仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $79.60万 | 0.44% | 27,479 | 1,331 | 5.1% | $3.86万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $79.96万 | 0.44% | 13,743 | -3,978 | -22.4% | -$23.14万 | 减仓 |
| XBI | SPDR SERIES TRUST | $80.10万 | 0.44% | 6,271 | 6,271 | — | $80.10万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $80.40万 | 0.44% | 3,990 | -107 | -2.6% | -$2.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $84.21万 | 0.46% | 13,746 | 13,746 | — | $84.21万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $84.49万 | 0.47% | 31,118 | -968 | -3.0% | -$2.63万 | 减仓 |
| LQD | ISHARES TR | $85.56万 | 0.47% | 7,850 | -379 | -4.6% | -$4.13万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.29万 | 0.48% | 1,020 | 8 | 0.8% | $6,768 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $86.58万 | 0.48% | 3,757 | 3,757 | — | $86.58万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $88.95万 | 0.49% | 17,673 | -1,484 | -7.7% | -$7.47万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $89.99万 | 0.50% | 20,947 | 20,947 | — | $89.99万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $90.65万 | 0.50% | 19,012 | -1,687 | -8.2% | -$8.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.80万 | 0.50% | 16,800 | -1,065 | -6.0% | -$5.76万 | 减仓 |
| DXJ | WISDOMTREE TR | $91.34万 | 0.50% | 5,760 | 5,760 | — | $91.34万 | 新建仓 |
| QLC | FLEXSHARES TR | $91.99万 | 0.51% | 11,770 | -481 | -3.9% | -$3.76万 | 减仓 |
| SHY | ISHARES TR | $92.31万 | 0.51% | 11,180 | 11,180 | — | $92.31万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $92.47万 | 0.51% | 33,383 | -874 | -2.6% | -$2.42万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $92.67万 | 0.51% | 17,356 | -1,359 | -7.3% | -$7.26万 | 减仓 |
| CAT | CATERPILLAR INC | $92.74万 | 0.51% | 1,309 | -73 | -5.3% | -$5.17万 | 减仓 |
| USDU | WISDOMTREE TR | $92.84万 | 0.51% | 35,261 | 35,261 | — | $92.84万 | 新建仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $92.96万 | 0.51% | 19,171 | 19,171 | — | $92.96万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $93.26万 | 0.51% | 18,757 | -1,617 | -7.9% | -$8.04万 | 减仓 |
| META | META PLATFORMS INC | $93.32万 | 0.51% | 1,631 | -960 | -37.1% | -$54.93万 | 减仓 |
| CWB | SPDR SERIES TRUST | $93.54万 | 0.52% | 10,221 | -1,390 | -12.0% | -$12.72万 | 减仓 |
| AGG | ISHARES TR | $93.65万 | 0.52% | 9,434 | -3,142 | -25.0% | -$31.19万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $94.86万 | 0.52% | 18,818 | 4,825 | 34.5% | $24.32万 | 重新持有 |
| MTUM | ISHARES TR | $95.11万 | 0.52% | 3,963 | 109 | 2.8% | $2.62万 | 加仓 |