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 |
|---|---|---|---|---|---|---|---|---|
| TLTD | FLEXSHARES TR | $64.67万 | 0.36% | 6,881 | -1,744 | -20.2% | -$16.39万 | 减仓 |
| GM | GENERAL MTRS CO | $64.45万 | 0.36% | 8,651 | 8,651 | — | $64.45万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $64.06万 | 0.35% | 16,470 | 16,470 | — | $64.06万 | 新建仓 |
| WMT | WALMART INC | $63.90万 | 0.35% | 5,142 | 127 | 2.5% | $1.58万 | 加仓 |
| MTZ | MASTEC INC | $63.22万 | 0.35% | 1,965 | 1,965 | — | $63.22万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $62.63万 | 0.35% | 13,315 | 13,315 | — | $62.63万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $60.47万 | 0.33% | 6,511 | 3,076 | 89.5% | $28.57万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $60.14万 | 0.33% | 8,967 | 8,967 | — | $60.14万 | 新建仓 |
| IEV | ISHARES TR | $59.55万 | 0.33% | 8,765 | 688 | 8.5% | $4.67万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $57.80万 | 0.32% | 13,587 | -763 | -5.3% | -$3.25万 | 减仓 |
| MBB | ISHARES TR | $57.38万 | 0.32% | 6,043 | 53 | 0.9% | $5,033 | 加仓 |
| TILT | FLEXSHARES TR | $56.26万 | 0.31% | 2,331 | -13 | -0.6% | -$3,138 | 减仓 |
| KO | COCA COLA CO | $55.41万 | 0.31% | 7,286 | 87 | 1.2% | $6,616 | 加仓 |
| ALB | ALBEMARLE CORP | $55.03万 | 0.30% | 3,065 | 3,065 | — | $55.03万 | 新建仓 |
| HD | HOME DEPOT INC | $54.60万 | 0.30% | 1,660 | 46 | 2.9% | $1.51万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $54.44万 | 0.30% | 14,667 | 14,667 | — | $54.44万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $53.43万 | 0.29% | 5,803 | -112 | -1.9% | -$1.03万 | 减仓 |
| TLH | ISHARES TR | $53.15万 | 0.29% | 5,277 | -131 | -2.4% | -$1.32万 | 减仓 |
| LLY | ELI LILLY & CO | $52.98万 | 0.29% | 576 | -15 | -2.5% | -$1.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $52.76万 | 0.29% | 3,653 | 86 | 2.4% | $1.24万 | 加仓 |
| EBAY | EBAY INC. | $51.40万 | 0.28% | 5,647 | -137 | -2.4% | -$1.25万 | 减仓 |
| SHV | ISHARES TR | $51.02万 | 0.28% | 4,622 | 607 | 15.1% | $6.70万 | 加仓 |
| GVI | ISHARES TR | $50.48万 | 0.28% | 4,732 | 608 | 14.7% | $6.49万 | 加仓 |
| EVR | EVERCORE INC | $49.98万 | 0.28% | 1,674 | -34 | -2.0% | -$1.02万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $49.85万 | 0.27% | 7,540 | 900 | 13.6% | $5.95万 | 加仓 |
| GOOGL | ALPHABET INC | $49.14万 | 0.27% | 1,709 | 395 | 30.1% | $11.36万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.84万 | 0.27% | 1,445 | -9 | -0.6% | -$3,042 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $48.34万 | 0.27% | 8,556 | 8,556 | — | $48.34万 | 新建仓 |
| ABBV | ABBVIE INC | $48.17万 | 0.27% | 2,215 | 138 | 6.6% | $3.00万 | 加仓 |
| COP | CONOCOPHILLIPS | $47.26万 | 0.26% | 3,580 | 23 | 0.6% | $3,036 | 加仓 |
| T | AT&T INC | $46.73万 | 0.26% | 16,119 | 1,293 | 8.7% | $3.75万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $46.66万 | 0.26% | 12,146 | -905 | -6.9% | -$3.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $46.64万 | 0.26% | 2,254 | 201 | 9.8% | $4.16万 | 加仓 |
| TSLA | TESLA INC | $46.54万 | 0.26% | 1,252 | -838 | -40.1% | -$31.15万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $46.16万 | 0.25% | 15,135 | -1,126 | -6.9% | -$3.43万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.77万 | 0.25% | 10,928 | 10,928 | — | $45.77万 | 新建仓 |
| MCD | MCDONALDS CORP | $45.64万 | 0.25% | 1,469 | 22 | 1.5% | $6,836 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.12万 | 0.24% | 8,789 | -385 | -4.2% | -$1.93万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $43.74万 | 0.24% | 439 | 64 | 17.1% | $6.38万 | 加仓 |
| GE | GE AEROSPACE | $43.62万 | 0.24% | 1,537 | 22 | 1.5% | $6,243 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $42.79万 | 0.24% | 478 | 5 | 1.1% | $4,476 | 加仓 |
| NFRA | FLEXSHARES TR | $42.75万 | 0.24% | 6,685 | -2,542 | -27.5% | -$16.26万 | 减仓 |
| EFG | ISHARES TR | $42.65万 | 0.24% | 3,830 | 3,830 | — | $42.65万 | 新建仓 |
| SO | SOUTHERN CO | $42.45万 | 0.23% | 4,398 | 87 | 2.0% | $8,397 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $42.28万 | 0.23% | 12,015 | -552 | -4.4% | -$1.94万 | 减仓 |
| BLK | BLACKROCK INC | $41.74万 | 0.23% | 434 | 13 | 3.1% | $1.25万 | 加仓 |
| CSCO | CISCO SYS INC | $40.80万 | 0.23% | 5,259 | 122 | 2.4% | $9,466 | 加仓 |
| LNG | CHENIERE ENERGY INC | $40.49万 | 0.22% | 1,427 | 1,427 | — | $40.49万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $40.46万 | 0.22% | 12,280 | -39 | -0.3% | -$1,285 | 减仓 |
| QUAL | ISHARES TR | $39.68万 | 0.22% | 2,069 | -116 | -5.3% | -$2.22万 | 减仓 |
| PLD | PROLOGIS INC. | $38.53万 | 0.21% | 2,915 | 15 | 0.5% | $1,983 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $38.31万 | 0.21% | 5,433 | 5,433 | — | $38.31万 | 新建仓 |
| AMLP | ALPS ETF TR | $38.26万 | 0.21% | 7,268 | -8,030 | -52.5% | -$42.27万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $37.77万 | 0.21% | 10,520 | -530 | -4.8% | -$1.90万 | 减仓 |
| IAGG | ISHARES TR | $37.73万 | 0.21% | 7,539 | 118 | 1.6% | $5,905 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $37.26万 | 0.21% | 7,936 | -2,006 | -20.2% | -$9.42万 | 减仓 |
| TLTE | FLEXSHARES TR | $37.03万 | 0.20% | 5,509 | 381 | 7.4% | $2.56万 | 加仓 |
| DE | DEERE & CO | $36.67万 | 0.20% | 651 | 62 | 10.5% | $3.49万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $36.09万 | 0.20% | 5,168 | -72 | -1.4% | -$5,028 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $36.02万 | 0.20% | 9,944 | -257 | -2.5% | -$9,309 | 减仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $35.11万 | 0.19% | 12,056 | 1,236 | 11.4% | $3.60万 | 加仓 |
| RTX | RTX CORPORATION | $35.05万 | 0.19% | 1,817 | -146 | -7.4% | -$2.82万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $34.86万 | 0.19% | 511 | 15 | 3.0% | $1.02万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $34.75万 | 0.19% | 4,503 | -1,148 | -20.3% | -$8.86万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $34.26万 | 0.19% | 1,266 | 13 | 1.0% | $3,518 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $34.22万 | 0.19% | 6,008 | -96 | -1.6% | -$5,468 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $33.88万 | 0.19% | 707 | 9 | 1.3% | $4,313 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $32.93万 | 0.18% | 6,342 | -2,038 | -24.3% | -$10.58万 | 减仓 |
| MDT | MEDTRONIC PLC | $32.53万 | 0.18% | 3,754 | 1,427 | 61.3% | $12.36万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $32.52万 | 0.18% | 12,375 | 89 | 0.7% | $2,339 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $31.80万 | 0.18% | 4,623 | -1,185 | -20.4% | -$8.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $31.68万 | 0.17% | 549 | -1,725 | -75.9% | -$99.53万 | 减仓 |
| VIS | VANGUARD WORLD FD | $30.50万 | 0.17% | 977 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.15万 | 0.17% | 4,142 | 4,142 | — | $30.15万 | 新建仓 |
| BFC | BANK FIRST CORP | $29.71万 | 0.16% | 2,200 | 0 | 0.0% | — | 不变 |
| IDEF | BLACKROCK ETF TRUST | $29.38万 | 0.16% | 8,979 | 8,979 | — | $29.38万 | 新建仓 |
| V | VISA INC | $29.02万 | 0.16% | 960 | 205 | 27.2% | $6.20万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $28.86万 | 0.16% | 9,908 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $28.74万 | 0.16% | 2,389 | 203 | 9.3% | $2.44万 | 加仓 |
| AZN | ASTRAZENECA PLC | $28.23万 | 0.16% | 1,432 | 1,432 | — | $28.23万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $28.18万 | 0.16% | 6,863 | 6,863 | — | $28.18万 | 新建仓 |
| ICLN | ISHARES TR | $27.55万 | 0.15% | 15,063 | 15,063 | — | $27.55万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $27.21万 | 0.15% | 2,078 | 35 | 1.7% | $4,583 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $27.17万 | 0.15% | 6,703 | -14,876 | -68.9% | -$60.31万 | 减仓 |
| ASHR | DBX ETF TR | $26.39万 | 0.15% | 8,086 | 8,086 | — | $26.39万 | 新建仓 |
| TMUS | T-MOBILE US INC | $26.30万 | 0.15% | 1,252 | 14 | 1.1% | $2,940 | 加仓 |
| RAVI | FLEXSHARES TR | $26.16万 | 0.14% | 3,469 | -768 | -18.1% | -$5.79万 | 减仓 |
| QCOM | QUALCOMM INC | $25.95万 | 0.14% | 2,015 | 551 | 37.6% | $7.10万 | 加仓 |
| GQRE | FLEXSHARES TR | $25.36万 | 0.14% | 4,244 | -1,428 | -25.2% | -$8.53万 | 减仓 |
| BAC | BANK AMERICA CORP | $25.21万 | 0.14% | 5,171 | 275 | 5.6% | $1.34万 | 加仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $24.79万 | 0.14% | 8,047 | 527 | 7.0% | $1.62万 | 加仓 |
| KLAC | KLA CORP | $24.44万 | 0.13% | 166 | 166 | — | $24.44万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $23.81万 | 0.13% | 9,509 | 9,509 | — | $23.81万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $23.63万 | 0.13% | 7,046 | 7,046 | — | $23.63万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.57万 | 0.13% | 1,476 | 48 | 3.4% | $7,666 | 加仓 |
| AGNC | AGNC INVT CORP | $23.48万 | 0.13% | 23,414 | 3,790 | 19.3% | $3.80万 | 加仓 |
| AFL | AFLAC INC | $23.44万 | 0.13% | 2,136 | 8 | 0.4% | $878 | 加仓 |
| GDX | VANECK ETF TRUST | $23.14万 | 0.13% | 2,522 | 2,522 | — | $23.14万 | 新建仓 |
| MCK | MCKESSON CORP | $23.02万 | 0.13% | 266 | -2 | -0.7% | -$1,731 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.96万 | 0.13% | 947 | -2,112 | -69.0% | -$51.20万 | 减仓 |