VestGen Investment Management
EGG HARBOR TOWNSHIP NJ · SEC CIK 0001511739
$1.89亿2026Q2 申报市值
218持仓数
21.6%前十大占比 · 第一大 4.3%
35 / 34新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 新建仓+$149.01万
FLEX 新建仓+$133.51万
SHY 加仓+$118.43万
ETR 新建仓+$110.24万
WDC 新建仓+$105.58万
2026Q2 卖出最多 按季末市值估算
PLTR 清仓-$164.13万
IVW 减仓-$150.05万
SGOV 减仓-$137.98万
MEDP 清仓-$115.05万
TLT 清仓-$110.20万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $38.76万 | 0.21% | 4,050 | -348 | -7.9% | -$3.33万 | 减仓 |
| BLK | BLACKROCK INC | $39.33万 | 0.21% | 409 | -25 | -5.8% | -$2.40万 | 减仓 |
| IWM | ISHARES TR | $39.33万 | 0.21% | 1,309 | 1,309 | — | $39.33万 | 新建仓 |
| AGNC | AGNC INVT CORP | $39.86万 | 0.21% | 36,573 | 13,159 | 56.2% | $14.34万 | 加仓 |
| TLTE | FLEXSHARES TR | $39.90万 | 0.21% | 5,156 | -353 | -6.4% | -$2.73万 | 减仓 |
| MTUM | ISHARES TR | $39.91万 | 0.21% | 1,164 | -2,799 | -70.6% | -$95.97万 | 减仓 |
| QCOM | QUALCOMM INC | $40.08万 | 0.21% | 2,169 | 154 | 7.6% | $2.85万 | 加仓 |
| TXN | TEXAS INSTRS INC | $40.81万 | 0.22% | 1,369 | 200 | 17.1% | $5.96万 | 加仓 |
| ALB | ALBEMARLE CORP | $40.86万 | 0.22% | 3,026 | -39 | -1.3% | -$5,266 | 减仓 |
| NFRA | FLEXSHARES TR | $41.13万 | 0.22% | 6,414 | -271 | -4.1% | -$1.74万 | 减仓 |
| TLH | ISHARES TR | $41.23万 | 0.22% | 4,109 | -1,168 | -22.1% | -$11.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.83万 | 0.22% | 836 | 129 | 18.2% | $6.46万 | 加仓 |
| CSCO | CISCO SYS INC | $41.93万 | 0.22% | 3,570 | -1,689 | -32.1% | -$19.84万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $43.38万 | 0.23% | 11,565 | 1,045 | 9.9% | $3.92万 | 加仓 |
| CVX | CHEVRON CORPORATION | $43.99万 | 0.23% | 2,654 | 400 | 17.7% | $6.63万 | 加仓 |
| KLAC | KLA CORP | $44.35万 | 0.24% | 1,470 | -190 | -11.4% | -$5.73万 | 减仓 |
| EFG | ISHARES TR | $44.39万 | 0.24% | 3,568 | -262 | -6.8% | -$3.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.44万 | 0.24% | 475 | 36 | 8.2% | $3.37万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $44.60万 | 0.24% | 8,459 | -3,821 | -31.1% | -$20.14万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $45.09万 | 0.24% | 461 | -17 | -3.6% | -$1.66万 | 减仓 |
| WMB | WILLIAMS COS INC | $45.91万 | 0.24% | 6,175 | 2,033 | 49.1% | $15.11万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $47.38万 | 0.25% | 11,298 | -717 | -6.0% | -$3.01万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $47.69万 | 0.25% | 4,379 | 4,379 | — | $47.69万 | 新建仓 |
| GE | GE AEROSPACE | $49.33万 | 0.26% | 1,320 | -217 | -14.1% | -$8.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $49.71万 | 0.26% | 1,196 | -70 | -5.5% | -$2.91万 | 减仓 |
| IEMG | ISHARES INC | $50.57万 | 0.27% | 6,105 | -4,459 | -42.2% | -$36.94万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $51.65万 | 0.27% | 12,610 | 12,610 | — | $51.65万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $51.69万 | 0.27% | 3,525 | -128 | -3.5% | -$1.88万 | 减仓 |
| TSLA | TESLA INC | $52.87万 | 0.28% | 1,257 | 5 | 0.4% | $2,103 | 加仓 |
| EWW | ISHARES INC | $53.11万 | 0.28% | 7,056 | 7,056 | — | $53.11万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $53.38万 | 0.28% | 12,001 | -145 | -1.2% | -$6,450 | 减仓 |
| SON | SONOCO PRODS CO | $53.89万 | 0.29% | 9,563 | 9,563 | — | $53.89万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $54.90万 | 0.29% | 2,297 | 870 | 61.0% | $20.79万 | 加仓 |
| ABBV | ABBVIE INC | $55.61万 | 0.29% | 2,210 | -5 | -0.2% | -$1,258 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $55.90万 | 0.30% | 15,864 | 729 | 4.8% | $2.57万 | 加仓 |
| HD | HOME DEPOT INC | $56.15万 | 0.30% | 1,592 | -68 | -4.1% | -$2.40万 | 减仓 |
| SHV | ISHARES TR | $56.39万 | 0.30% | 5,110 | 488 | 10.6% | $5.39万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $56.42万 | 0.30% | 23,142 | 23,142 | — | $56.42万 | 新建仓 |
| KO | COCA COLA CO | $58.03万 | 0.31% | 7,141 | -145 | -2.0% | -$1.18万 | 减仓 |
| WMT | WALMART INC | $58.83万 | 0.31% | 5,194 | 52 | 1.0% | $5,890 | 加仓 |
| TILT | FLEXSHARES TR | $59.13万 | 0.31% | 2,142 | -189 | -8.1% | -$5.22万 | 减仓 |
| MBB | ISHARES TR | $59.91万 | 0.32% | 6,338 | 295 | 4.9% | $2.79万 | 加仓 |
| GUNR | FLEXSHARES TR | $60.23万 | 0.32% | 12,221 | -1,800 | -12.8% | -$8.87万 | 减仓 |
| EBAY | EBAY INC. | $60.26万 | 0.32% | 5,392 | -255 | -4.5% | -$2.85万 | 减仓 |
| AMLP | ALPS ETF TR | $61.48万 | 0.33% | 11,857 | 4,589 | 63.1% | $23.79万 | 加仓 |
| DTH | WISDOMTREE TR | $62.28万 | 0.33% | 11,509 | 11,509 | — | $62.28万 | 新建仓 |
| — | EXXON MOBIL CORP | $62.73万 | 0.33% | 4,588 | -69 | -1.5% | -$9,434 | 减仓 |
| TLTD | FLEXSHARES TR | $62.77万 | 0.33% | 6,400 | -481 | -7.0% | -$4.72万 | 减仓 |
| SKOR | FLEXSHARES TR | $63.24万 | 0.34% | 13,029 | -1,009 | -7.2% | -$4.90万 | 减仓 |
| SLV | ISHARES SILVER TR | $63.67万 | 0.34% | 11,907 | 2,295 | 23.9% | $12.27万 | 加仓 |
| GM | GENERAL MTRS CO | $64.07万 | 0.34% | 8,312 | -339 | -3.9% | -$2.61万 | 减仓 |
| IEV | ISHARES TR | $65.25万 | 0.35% | 8,957 | 192 | 2.2% | $1.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $66.43万 | 0.35% | 1,391 | -54 | -3.7% | -$2.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $67.30万 | 0.36% | 583 | -9 | -1.5% | -$1.04万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $67.47万 | 0.36% | 27,415 | -2,612 | -8.7% | -$6.43万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $69.21万 | 0.37% | 8,883 | -241 | -2.6% | -$1.88万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $69.74万 | 0.37% | 7,542 | 314 | 4.3% | $2.90万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $69.82万 | 0.37% | 19,600 | 19,600 | — | $69.82万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $69.83万 | 0.37% | 14,171 | 584 | 4.3% | $2.88万 | 加仓 |
| NEM | NEWMONT CORP | $70.86万 | 0.38% | 7,586 | -8,377 | -52.5% | -$78.24万 | 减仓 |
| GOVT | ISHARES TR | $70.93万 | 0.38% | 31,137 | 1,725 | 5.9% | $3.93万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $70.93万 | 0.38% | 3,921 | -151 | -3.7% | -$2.73万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $71.34万 | 0.38% | 8,128 | 1,617 | 24.8% | $14.19万 | 加仓 |
| IVE | ISHARES TR | $73.16万 | 0.39% | 3,222 | -2,094 | -39.4% | -$47.55万 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $74.00万 | 0.39% | 5,128 | 5,128 | — | $74.00万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.45万 | 0.39% | 16,767 | 5,839 | 53.4% | $25.93万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $75.35万 | 0.40% | 8,657 | -310 | -3.5% | -$2.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $75.66万 | 0.40% | 12,675 | -4,125 | -24.6% | -$24.62万 | 减仓 |
| FN | FABRINET | $75.88万 | 0.40% | 1,350 | -77 | -5.4% | -$4.33万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $76.33万 | 0.40% | 2,855 | 2,855 | — | $76.33万 | 新建仓 |
| EZU | ISHARES INC | $76.73万 | 0.41% | 11,041 | 194 | 1.8% | $1.35万 | 加仓 |
| TPR | TAPESTRY INC | $77.18万 | 0.41% | 5,272 | -251 | -4.5% | -$3.67万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $77.68万 | 0.41% | 9,530 | 9,530 | — | $77.68万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $78.08万 | 0.41% | 910 | 910 | — | $78.08万 | 新建仓 |
| MTZ | MASTEC INC | $80.13万 | 0.43% | 1,926 | -39 | -2.0% | -$1.62万 | 减仓 |
| TRGP | TARGA RES CORP | $81.38万 | 0.43% | 3,035 | 3,035 | — | $81.38万 | 新建仓 |
| SNDK | SANDISK CORP | $81.85万 | 0.43% | 360 | 360 | — | $81.85万 | 新建仓 |
| LQD | ISHARES TR | $82.36万 | 0.44% | 7,551 | -299 | -3.8% | -$3.26万 | 减仓 |
| META | META PLATFORMS INC | $82.69万 | 0.44% | 1,468 | -163 | -10.0% | -$9.18万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $83.98万 | 0.45% | 15,813 | 2,067 | 15.0% | $10.98万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $84.20万 | 0.45% | 30,652 | -466 | -1.5% | -$1.28万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $84.21万 | 0.45% | 4,546 | 65 | 1.5% | $1.20万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $84.24万 | 0.45% | 12,386 | -1,357 | -9.9% | -$9.23万 | 减仓 |
| EEM | ISHARES TR | $84.85万 | 0.45% | 12,403 | 88 | 0.7% | $6,020 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $85.81万 | 0.46% | 33,194 | 2,061 | 6.6% | $5.33万 | 加仓 |
| LLY | ELI LILLY & CO | $87.56万 | 0.46% | 730 | 154 | 26.7% | $18.47万 | 加仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $88.07万 | 0.47% | 27,061 | -418 | -1.5% | -$1.36万 | 减仓 |
| PWR | QUANTA SVCS INC | $89.57万 | 0.48% | 1,244 | 1,244 | — | $89.57万 | 新建仓 |
| IVW | ISHARES TR | $91.17万 | 0.48% | 6,629 | -10,910 | -62.2% | -$150.05万 | 减仓 |
| EIX | EDISON INTL | $91.36万 | 0.48% | 12,271 | 12,271 | — | $91.36万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $92.99万 | 0.49% | 8,170 | 1,072 | 15.1% | $12.20万 | 加仓 |
| AGG | ISHARES TR | $94.01万 | 0.50% | 9,498 | 64 | 0.7% | $6,335 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $97.77万 | 0.52% | 16,033 | -1,028 | -6.0% | -$6.27万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $98.22万 | 0.52% | 3,653 | -104 | -2.8% | -$2.80万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $99.48万 | 0.53% | 23,113 | 23,113 | — | $99.48万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $99.64万 | 0.53% | 18,086 | -732 | -3.9% | -$4.03万 | 减仓 |
| QLC | FLEXSHARES TR | $99.74万 | 0.53% | 11,098 | -672 | -5.7% | -$6.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $102.15万 | 0.54% | 1,010 | -10 | -1.0% | -$1.01万 | 减仓 |
| DXJ | WISDOMTREE TR | $103.59万 | 0.55% | 5,970 | 210 | 3.6% | $3.64万 | 加仓 |
| DTM | DT MIDSTREAM INC | $104.54万 | 0.55% | 7,124 | -335 | -4.5% | -$4.92万 | 减仓 |