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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -11,220 | -100.0% | -$164.13万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -2,396 | -100.0% | -$115.05万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -12,712 | -100.0% | -$110.20万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -5,758 | -100.0% | -$108.66万 | 清仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -18,757 | -100.0% | -$93.26万 | 清仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -19,171 | -100.0% | -$92.96万 | 清仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,356 | -100.0% | -$92.67万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -19,012 | -100.0% | -$90.65万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -20,947 | -100.0% | -$89.99万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,673 | -100.0% | -$88.95万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -3,990 | -100.0% | -$80.40万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -5,205 | -100.0% | -$76.07万 | 清仓 |
| COMT | ISHARES U S ETF TR | $0 | 0.00% | 0 | -22,383 | -100.0% | -$75.68万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -18,861 | -100.0% | -$72.71万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -9,424 | -100.0% | -$69.67万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -16,470 | -100.0% | -$64.06万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -13,315 | -100.0% | -$62.63万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -14,667 | -100.0% | -$54.44万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -5,803 | -100.0% | -$53.43万 | 清仓 |
| GVI | ISHARES TR | $0 | 0.00% | 0 | -4,732 | -100.0% | -$50.48万 | 清仓 |
| EVR | EVERCORE INC | $0 | 0.00% | 0 | -1,674 | -100.0% | -$49.98万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,540 | -100.0% | -$49.85万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -2,069 | -100.0% | -$39.68万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -5,433 | -100.0% | -$38.31万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -7,539 | -100.0% | -$37.73万 | 清仓 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -6,342 | -100.0% | -$32.93万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,908 | -100.0% | -$28.86万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -7,046 | -100.0% | -$23.63万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -266 | -100.0% | -$23.02万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,155 | -100.0% | -$22.13万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -978 | -100.0% | -$22.11万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -2,385 | -100.0% | -$21.71万 | 清仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -8,091 | -100.0% | -$20.96万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -2,848 | -100.0% | -$20.61万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $20.15万 | 0.11% | 2,198 | 2,198 | — | $20.15万 | 新建仓 |
| MDT | MEDTRONIC PLC | $20.74万 | 0.11% | 2,651 | -1,103 | -29.4% | -$8.63万 | 减仓 |
| STIP | ISHARES TR | $20.79万 | 0.11% | 2,035 | -5,417 | -72.7% | -$55.34万 | 重新持有 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $20.88万 | 0.11% | 5,070 | -11,928 | -70.2% | -$49.13万 | 减仓 |
| VDC | VANGUARD WORLD FD | $21.02万 | 0.11% | 932 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $21.03万 | 0.11% | 1,254 | 2 | 0.2% | $335 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $21.54万 | 0.11% | 2,823 | -18 | -0.6% | -$1,373 | 减仓 |
| MA | MASTERCARD INCORPORATED | $21.62万 | 0.11% | 421 | 9 | 2.2% | $4,622 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $21.99万 | 0.12% | 666 | 666 | — | $21.99万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $22.11万 | 0.12% | 1,069 | 1,069 | — | $22.11万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.18万 | 0.12% | 1,464 | -12 | -0.8% | -$1,818 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $22.21万 | 0.12% | 1,078 | 1,078 | — | $22.21万 | 新建仓 |
| MET | METLIFE INC | $22.23万 | 0.12% | 2,627 | -316 | -10.7% | -$2.67万 | 减仓 |
| COWZ | PACER FDS TR | $22.32万 | 0.12% | 3,589 | 3,589 | — | $22.32万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $22.42万 | 0.12% | 5,200 | -4,744 | -47.7% | -$20.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.47万 | 0.12% | 799 | -148 | -15.6% | -$4.16万 | 减仓 |
| CMI | CUMMINS INC | $22.75万 | 0.12% | 319 | 319 | — | $22.75万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $22.98万 | 0.12% | 8,709 | -3,666 | -29.6% | -$9.67万 | 减仓 |
| AFL | AFLAC INC | $24.04万 | 0.13% | 2,050 | -86 | -4.0% | -$1.01万 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $24.20万 | 0.13% | 4,037 | -4,519 | -52.8% | -$27.09万 | 减仓 |
| RAVI | FLEXSHARES TR | $24.47万 | 0.13% | 3,245 | -224 | -6.5% | -$1.69万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $24.70万 | 0.13% | 5,834 | -267 | -4.4% | -$1.13万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $24.71万 | 0.13% | 9,856 | 347 | 3.6% | $8,699 | 加仓 |
| EFV | ISHARES TR | $24.71万 | 0.13% | 3,228 | -5,729 | -64.0% | -$43.86万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.96万 | 0.13% | 1,972 | -106 | -5.1% | -$1.34万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.01万 | 0.13% | 491 | -20 | -3.9% | -$1.02万 | 减仓 |
| ASML | ASML HLDG NV | $25.07万 | 0.13% | 126 | 126 | — | $25.07万 | 新建仓 |
| NVT | NVENT ELEC PLC | $25.27万 | 0.13% | 1,490 | 1,490 | — | $25.27万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.66万 | 0.14% | 1,042 | -31 | -2.9% | -$7,633 | 减仓 |
| LRCX | LAM RESEARCH CORP | $25.87万 | 0.14% | 597 | 597 | — | $25.87万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $26.02万 | 0.14% | 1,372 | -60 | -4.2% | -$1.14万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.15万 | 0.14% | 606 | 606 | — | $26.15万 | 新建仓 |
| C | CITIGROUP INC | $26.23万 | 0.14% | 1,874 | -132 | -6.6% | -$1.85万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.15万 | 0.14% | 3,599 | 1,077 | 42.7% | $8.13万 | 加仓 |
| DE | DEERE & CO | $27.91万 | 0.15% | 440 | -211 | -32.4% | -$13.38万 | 减仓 |
| GQRE | FLEXSHARES TR | $28.62万 | 0.15% | 4,472 | 228 | 5.4% | $1.46万 | 加仓 |
| MS | MORGAN STANLEY | $29.37万 | 0.16% | 1,405 | 44 | 3.2% | $9,198 | 加仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $29.48万 | 0.16% | 7,914 | -133 | -1.7% | -$4,954 | 减仓 |
| BAC | BANK OF AMER CORP | $29.92万 | 0.16% | 5,251 | 80 | 1.5% | $4,558 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $30.02万 | 0.16% | 9,445 | 466 | 5.2% | $1.48万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $30.08万 | 0.16% | 5,982 | 5,982 | — | $30.08万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $30.38万 | 0.16% | 843 | -134 | -13.7% | -$4.83万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $30.96万 | 0.16% | 4,491 | -132 | -2.9% | -$9,099 | 减仓 |
| LGH | NORTHERN LTS FD TR III | $31.55万 | 0.17% | 4,948 | -1,060 | -17.6% | -$6.76万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $31.57万 | 0.17% | 8,626 | 8,626 | — | $31.57万 | 新建仓 |
| WFC | WELLS FARGO & CO | $31.65万 | 0.17% | 3,830 | -9,217 | -70.6% | -$76.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $32.01万 | 0.17% | 551 | 551 | — | $32.01万 | 新建仓 |
| BFC | BANK FIRST CORP | $32.64万 | 0.17% | 2,200 | 0 | 0.0% | — | 不变 |
| BLCR | BLACKROCK ETF TRUST | $32.80万 | 0.17% | 6,512 | -351 | -5.1% | -$1.77万 | 减仓 |
| T | AT&T INC | $33.44万 | 0.18% | 16,155 | 36 | 0.2% | $745 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $33.56万 | 0.18% | 8,270 | 1,567 | 23.4% | $6.36万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $33.63万 | 0.18% | 4,385 | -118 | -2.6% | -$9,051 | 减仓 |
| MRK | MERCK & CO INC | $33.95万 | 0.18% | 2,642 | 253 | 10.6% | $3.25万 | 加仓 |
| V | VISA INC | $34.17万 | 0.18% | 996 | 36 | 3.8% | $1.24万 | 加仓 |
| COP | CONOCOPHILLIPS | $35.04万 | 0.19% | 3,371 | -209 | -5.8% | -$2.17万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $35.38万 | 0.19% | 4,133 | -1,035 | -20.0% | -$8.86万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $35.79万 | 0.19% | 12,760 | 12,760 | — | $35.79万 | 新建仓 |
| RTX | RTX CORPORATION | $35.90万 | 0.19% | 1,892 | 75 | 4.1% | $1.42万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $36.12万 | 0.19% | 7,716 | -220 | -2.8% | -$1.03万 | 减仓 |
| ASHR | DBX ETF TR | $36.14万 | 0.19% | 9,859 | 1,773 | 21.9% | $6.50万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.24万 | 0.19% | 8,559 | -230 | -2.6% | -$9,738 | 减仓 |
| ICLN | ISHARES TR | $36.24万 | 0.19% | 17,689 | 2,626 | 17.4% | $5.38万 | 加仓 |
| MCD | MCDONALDS CORP | $36.65万 | 0.19% | 1,356 | -113 | -7.7% | -$3.05万 | 减仓 |
| PLD | PROLOGIS INC. | $37.15万 | 0.20% | 2,742 | -173 | -5.9% | -$2.34万 | 减仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $38.36万 | 0.20% | 12,035 | -21 | -0.2% | -$669 | 减仓 |
| QQQ | INVESCO QQQ TR | $38.50万 | 0.20% | 523 | -26 | -4.7% | -$1.91万 | 减仓 |