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 |
|---|---|---|---|---|---|---|---|---|
| BNDC | FLEXSHARES TR | $104.85万 | 0.56% | 47,458 | -7,070 | -13.0% | -$15.62万 | 减仓 |
| FTI | TECHNIPFMC PLC | $104.90万 | 0.56% | 15,822 | -208 | -1.3% | -$1.38万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $105.58万 | 0.56% | 1,653 | 1,653 | — | $105.58万 | 新建仓 |
| VLUE | ISHARES TR | $105.62万 | 0.56% | 5,286 | -6 | -0.1% | -$1,199 | 减仓 |
| USDU | WISDOMTREE TR | $107.37万 | 0.57% | 40,138 | 4,877 | 13.8% | $13.05万 | 加仓 |
| CAT | CATERPILLAR INC | $108.94万 | 0.58% | 1,023 | -286 | -21.8% | -$30.46万 | 减仓 |
| ETR | ENTERGY CORP NEW | $110.24万 | 0.58% | 9,598 | 9,598 | — | $110.24万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $110.90万 | 0.59% | 3,388 | -192 | -5.4% | -$6.28万 | 减仓 |
| AMZN | AMAZON COM INC | $111.78万 | 0.59% | 4,690 | 21 | 0.4% | $5,005 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $114.81万 | 0.61% | 32,442 | -941 | -2.8% | -$3.33万 | 减仓 |
| XBI | SPDR SERIES TRUST | $115.08万 | 0.61% | 7,272 | 1,001 | 16.0% | $15.84万 | 加仓 |
| CWB | SPDR SERIES TRUST | $116.11万 | 0.62% | 10,769 | 548 | 5.4% | $5.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $116.71万 | 0.62% | 15,898 | -3,248 | -17.0% | -$23.84万 | 减仓 |
| WELL | WELLTOWER INC | $117.23万 | 0.62% | 5,165 | 4,114 | 391.4% | $93.38万 | 加仓 |
| GLD | SPDR GOLD TR | $118.58万 | 0.63% | 3,219 | 493 | 18.1% | $18.16万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $123.76万 | 0.66% | 14,477 | 233 | 1.6% | $1.99万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $124.92万 | 0.66% | 25,793 | -2,488 | -8.8% | -$12.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $127.54万 | 0.68% | 5,022 | -220 | -4.2% | -$5.59万 | 减仓 |
| FIX | COMFORT SYS USA INC | $131.21万 | 0.70% | 662 | -412 | -38.4% | -$81.66万 | 减仓 |
| FLEX | FLEX LTD | $133.51万 | 0.71% | 8,238 | 8,238 | — | $133.51万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $133.98万 | 0.71% | 9,265 | -354 | -3.7% | -$5.12万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $134.96万 | 0.72% | 1,781 | -68 | -3.7% | -$5.15万 | 减仓 |
| GOOG | ALPHABET INC | $136.10万 | 0.72% | 3,852 | 37 | 1.0% | $1.31万 | 加仓 |
| GOOGL | ALPHABET INC | $136.30万 | 0.72% | 3,814 | 2,105 | 123.2% | $75.23万 | 加仓 |
| EME | EMCOR GROUP INC | $139.01万 | 0.74% | 1,675 | -79 | -4.5% | -$6.56万 | 减仓 |
| BIL | SPDR SERIES TRUST | $148.53万 | 0.79% | 16,208 | 4,070 | 33.5% | $37.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $149.01万 | 0.79% | 2,061 | 2,061 | — | $149.01万 | 新建仓 |
| TDTT | FLEXSHARES TR | $152.16万 | 0.81% | 63,640 | -4,191 | -6.2% | -$10.02万 | 减仓 |
| MSFT | MICROSOFT CORP | $164.91万 | 0.87% | 4,421 | 13 | 0.3% | $4,849 | 加仓 |
| CAH | CARDINAL HEALTH INC | $180.00万 | 0.95% | 7,577 | -501 | -6.2% | -$11.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $181.64万 | 0.96% | 8,335 | -2,695 | -24.4% | -$58.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $185.83万 | 0.99% | 5,022 | 55 | 1.1% | $2.04万 | 加仓 |
| TIP | ISHARES TR | $197.69万 | 1.05% | 18,065 | 7,842 | 76.7% | $85.82万 | 加仓 |
| IUSB | ISHARES TR | $199.27万 | 1.06% | 43,178 | 6,136 | 16.6% | $28.32万 | 加仓 |
| HYGV | FLEXSHARES TR | $200.28万 | 1.06% | 49,746 | -4,106 | -7.6% | -$16.53万 | 减仓 |
| VO | VANGUARD INDEX FDS | $203.28万 | 1.08% | 25,230 | 7,926 | 45.8% | $63.86万 | 加仓 |
| SHY | ISHARES TR | $210.23万 | 1.12% | 25,603 | 14,423 | 129.0% | $118.43万 | 加仓 |
| AAPL | APPLE INC | $217.72万 | 1.15% | 7,524 | 638 | 9.3% | $18.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $228.17万 | 1.21% | 32,024 | -10,386 | -24.5% | -$74.00万 | 减仓 |
| GEV | GE VERNOVA INC | $228.51万 | 1.21% | 1,945 | -832 | -30.0% | -$97.75万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $239.46万 | 1.27% | 27,799 | -8,201 | -22.8% | -$70.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $253.32万 | 1.34% | 8,357 | 1,333 | 19.0% | $40.41万 | 加仓 |
| APH | AMPHENOL CORP | $262.86万 | 1.39% | 14,908 | -1,009 | -6.3% | -$17.79万 | 减仓 |
| AVGO | BROADCOM INC | $269.79万 | 1.43% | 7,142 | -343 | -4.6% | -$12.96万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $276.66万 | 1.47% | 4,485 | -228 | -4.8% | -$14.06万 | 减仓 |
| IEF | ISHARES TR | $276.71万 | 1.47% | 29,260 | -7,477 | -20.4% | -$70.71万 | 减仓 |
| IVV | ISHARES TR | $326.61万 | 1.73% | 4,361 | 1,143 | 35.5% | $85.60万 | 加仓 |
| IQDF | FLEXSHARES TR | $349.52万 | 1.85% | 101,135 | -7,712 | -7.1% | -$26.65万 | 减仓 |
| QDF | FLEXSHARES TR | $382.69万 | 2.03% | 42,559 | -3,288 | -7.2% | -$29.57万 | 减仓 |
| HYG | ISHARES TR | $415.70万 | 2.20% | 51,982 | -2,117 | -3.9% | -$16.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $695.51万 | 3.69% | 34,760 | 56 | 0.2% | $1.12万 | 加仓 |
| SGOV | ISHARES TR | $812.55万 | 4.31% | 80,714 | -13,706 | -14.5% | -$137.98万 | 减仓 |