13F 机构持仓

VestGen Investment Management

EGG HARBOR TOWNSHIP NJ · SEC CIK 0001511739

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SGOV 5.2%
NVDA 3.3%
HYG 2.4%
QDF 2.0%
IEF 1.9%
IQDF 1.9%
VEA 1.5%
VUG 1.4%
GEV 1.3%
AVGO 1.3%

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 1272.5% $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 3,07689.5% $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 6888.5% $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%6,043 530.9% $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%7,286 871.2% $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%1,660 462.9% $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%3,653 862.4% $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 60715.1% $6.70万 加仓
GVI ISHARES TR $50.48万0.28%4,732 60814.7% $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 90013.6% $5.95万 加仓
GOOGL ALPHABET INC $49.14万0.27%1,709 39530.1% $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 1386.6% $3.00万 加仓
COP CONOCOPHILLIPS $47.26万0.26%3,580 230.6% $3,036 加仓
T AT&T INC $46.73万0.26%16,119 1,2938.7% $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 2019.8% $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%1,469 221.5% $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 6417.1% $6.38万 加仓
GE GE AEROSPACE $43.62万0.24%1,537 221.5% $6,243 加仓
PH PARKER-HANNIFIN CORP $42.79万0.24%478 51.1% $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%4,398 872.0% $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%434 133.1% $1.25万 加仓
CSCO CISCO SYS INC $40.80万0.23%5,259 1222.4% $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%2,915 150.5% $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 1181.6% $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 3817.4% $2.56万 加仓
DE DEERE & CO $36.67万0.20%651 6210.5% $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 1,23611.4% $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%511 153.0% $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%1,266 131.0% $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 91.3% $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 1,42761.3% $12.36万 加仓
CGSM CAPITAL GRP FIXED INCM ETF T $32.52万0.18%12,375 890.7% $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 00.0% — 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 00.0% — 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 20527.2% $6.20万 加仓
SCHG SCHWAB STRATEGIC TR $28.86万0.16%9,908 00.0% — 不变
MRK MERCK & CO INC $28.74万0.16%2,389 2039.3% $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%2,078 351.7% $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%1,252 141.1% $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 55137.6% $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 2755.6% $1.34万 加仓
— RUSSELL INVTS EXCHANGE TRADE $24.79万0.14%8,047 5277.0% $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%1,476 483.4% $7,666 加仓
AGNC AGNC INVT CORP $23.48万0.13%23,414 3,79019.3% $3.80万 加仓
AFL AFLAC INC $23.44万0.13%2,136 80.4% $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