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 |
|---|---|---|---|---|---|---|---|---|
| IEV | ISHARES TR | $65.25万 | 0.35% | 8,957 | 192 | 2.2% | $1.40万 | 加仓 |
| GM | GENERAL MTRS CO | $64.07万 | 0.34% | 8,312 | -339 | -3.9% | -$2.61万 | 减仓 |
| SLV | ISHARES SILVER TR | $63.67万 | 0.34% | 11,907 | 2,295 | 23.9% | $12.27万 | 加仓 |
| SKOR | FLEXSHARES TR | $63.24万 | 0.34% | 13,029 | -1,009 | -7.2% | -$4.90万 | 减仓 |
| TLTD | FLEXSHARES TR | $62.77万 | 0.33% | 6,400 | -481 | -7.0% | -$4.72万 | 减仓 |
| — | EXXON MOBIL CORP | $62.73万 | 0.33% | 4,588 | -69 | -1.5% | -$9,434 | 减仓 |
| DTH | WISDOMTREE TR | $62.28万 | 0.33% | 11,509 | 11,509 | — | $62.28万 | 新建仓 |
| AMLP | ALPS ETF TR | $61.48万 | 0.33% | 11,857 | 4,589 | 63.1% | $23.79万 | 加仓 |
| EBAY | EBAY INC. | $60.26万 | 0.32% | 5,392 | -255 | -4.5% | -$2.85万 | 减仓 |
| GUNR | FLEXSHARES TR | $60.23万 | 0.32% | 12,221 | -1,800 | -12.8% | -$8.87万 | 减仓 |
| MBB | ISHARES TR | $59.91万 | 0.32% | 6,338 | 295 | 4.9% | $2.79万 | 加仓 |
| TILT | FLEXSHARES TR | $59.13万 | 0.31% | 2,142 | -189 | -8.1% | -$5.22万 | 减仓 |
| WMT | WALMART INC | $58.83万 | 0.31% | 5,194 | 52 | 1.0% | $5,890 | 加仓 |
| KO | COCA COLA CO | $58.03万 | 0.31% | 7,141 | -145 | -2.0% | -$1.18万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $56.42万 | 0.30% | 23,142 | 23,142 | — | $56.42万 | 新建仓 |
| SHV | ISHARES TR | $56.39万 | 0.30% | 5,110 | 488 | 10.6% | $5.39万 | 加仓 |
| HD | HOME DEPOT INC | $56.15万 | 0.30% | 1,592 | -68 | -4.1% | -$2.40万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $55.90万 | 0.30% | 15,864 | 729 | 4.8% | $2.57万 | 加仓 |
| ABBV | ABBVIE INC | $55.61万 | 0.29% | 2,210 | -5 | -0.2% | -$1,258 | 减仓 |
| LNG | CHENIERE ENERGY INC | $54.90万 | 0.29% | 2,297 | 870 | 61.0% | $20.79万 | 加仓 |
| SON | SONOCO PRODS CO | $53.89万 | 0.29% | 9,563 | 9,563 | — | $53.89万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $53.38万 | 0.28% | 12,001 | -145 | -1.2% | -$6,450 | 减仓 |
| EWW | ISHARES INC | $53.11万 | 0.28% | 7,056 | 7,056 | — | $53.11万 | 新建仓 |
| TSLA | TESLA INC | $52.87万 | 0.28% | 1,257 | 5 | 0.4% | $2,103 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.69万 | 0.27% | 3,525 | -128 | -3.5% | -$1.88万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $51.65万 | 0.27% | 12,610 | 12,610 | — | $51.65万 | 新建仓 |
| IEMG | ISHARES INC | $50.57万 | 0.27% | 6,105 | -4,459 | -42.2% | -$36.94万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $49.71万 | 0.26% | 1,196 | -70 | -5.5% | -$2.91万 | 减仓 |
| GE | GE AEROSPACE | $49.33万 | 0.26% | 1,320 | -217 | -14.1% | -$8.11万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $47.69万 | 0.25% | 4,379 | 4,379 | — | $47.69万 | 新建仓 |
| HCMT | DIREXION SHARES ETF TRUST | $47.38万 | 0.25% | 11,298 | -717 | -6.0% | -$3.01万 | 减仓 |
| WMB | WILLIAMS COS INC | $45.91万 | 0.24% | 6,175 | 2,033 | 49.1% | $15.11万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $45.09万 | 0.24% | 461 | -17 | -3.6% | -$1.66万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $44.60万 | 0.24% | 8,459 | -3,821 | -31.1% | -$20.14万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.44万 | 0.24% | 475 | 36 | 8.2% | $3.37万 | 加仓 |
| EFG | ISHARES TR | $44.39万 | 0.24% | 3,568 | -262 | -6.8% | -$3.26万 | 减仓 |
| KLAC | KLA CORP | $44.35万 | 0.24% | 1,470 | -190 | -11.4% | -$5.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $43.99万 | 0.23% | 2,654 | 400 | 17.7% | $6.63万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $43.38万 | 0.23% | 11,565 | 1,045 | 9.9% | $3.92万 | 加仓 |
| CSCO | CISCO SYS INC | $41.93万 | 0.22% | 3,570 | -1,689 | -32.1% | -$19.84万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.83万 | 0.22% | 836 | 129 | 18.2% | $6.46万 | 加仓 |
| TLH | ISHARES TR | $41.23万 | 0.22% | 4,109 | -1,168 | -22.1% | -$11.72万 | 减仓 |
| NFRA | FLEXSHARES TR | $41.13万 | 0.22% | 6,414 | -271 | -4.1% | -$1.74万 | 减仓 |
| ALB | ALBEMARLE CORP | $40.86万 | 0.22% | 3,026 | -39 | -1.3% | -$5,266 | 减仓 |
| TXN | TEXAS INSTRS INC | $40.81万 | 0.22% | 1,369 | 200 | 17.1% | $5.96万 | 加仓 |
| QCOM | QUALCOMM INC | $40.08万 | 0.21% | 2,169 | 154 | 7.6% | $2.85万 | 加仓 |
| MTUM | ISHARES TR | $39.91万 | 0.21% | 1,164 | -2,799 | -70.6% | -$95.97万 | 减仓 |
| TLTE | FLEXSHARES TR | $39.90万 | 0.21% | 5,156 | -353 | -6.4% | -$2.73万 | 减仓 |
| AGNC | AGNC INVT CORP | $39.86万 | 0.21% | 36,573 | 13,159 | 56.2% | $14.34万 | 加仓 |
| IWM | ISHARES TR | $39.33万 | 0.21% | 1,309 | 1,309 | — | $39.33万 | 新建仓 |
| BLK | BLACKROCK INC | $39.33万 | 0.21% | 409 | -25 | -5.8% | -$2.40万 | 减仓 |
| SO | SOUTHERN CO | $38.76万 | 0.21% | 4,050 | -348 | -7.9% | -$3.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $38.50万 | 0.20% | 523 | -26 | -4.7% | -$1.91万 | 减仓 |
| RINT | RUSSELL INVTS EXCHANGE TRADE | $38.36万 | 0.20% | 12,035 | -21 | -0.2% | -$669 | 减仓 |
| PLD | PROLOGIS INC. | $37.15万 | 0.20% | 2,742 | -173 | -5.9% | -$2.34万 | 减仓 |
| MCD | MCDONALDS CORP | $36.65万 | 0.19% | 1,356 | -113 | -7.7% | -$3.05万 | 减仓 |
| ICLN | ISHARES TR | $36.24万 | 0.19% | 17,689 | 2,626 | 17.4% | $5.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.24万 | 0.19% | 8,559 | -230 | -2.6% | -$9,738 | 减仓 |
| ASHR | DBX ETF TR | $36.14万 | 0.19% | 9,859 | 1,773 | 21.9% | $6.50万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $36.12万 | 0.19% | 7,716 | -220 | -2.8% | -$1.03万 | 减仓 |
| RTX | RTX CORPORATION | $35.90万 | 0.19% | 1,892 | 75 | 4.1% | $1.42万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $35.79万 | 0.19% | 12,760 | 12,760 | — | $35.79万 | 新建仓 |
| QQH | NORTHERN LTS FD TR III | $35.38万 | 0.19% | 4,133 | -1,035 | -20.0% | -$8.86万 | 减仓 |
| COP | CONOCOPHILLIPS | $35.04万 | 0.19% | 3,371 | -209 | -5.8% | -$2.17万 | 减仓 |
| V | VISA INC | $34.17万 | 0.18% | 996 | 36 | 3.8% | $1.24万 | 加仓 |
| MRK | MERCK & CO INC | $33.95万 | 0.18% | 2,642 | 253 | 10.6% | $3.25万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $33.63万 | 0.18% | 4,385 | -118 | -2.6% | -$9,051 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $33.56万 | 0.18% | 8,270 | 1,567 | 23.4% | $6.36万 | 加仓 |
| T | AT&T INC | $33.44万 | 0.18% | 16,155 | 36 | 0.2% | $745 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $32.80万 | 0.17% | 6,512 | -351 | -5.1% | -$1.77万 | 减仓 |
| BFC | BANK FIRST CORP | $32.64万 | 0.17% | 2,200 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $32.01万 | 0.17% | 551 | 551 | — | $32.01万 | 新建仓 |
| WFC | WELLS FARGO & CO | $31.65万 | 0.17% | 3,830 | -9,217 | -70.6% | -$76.18万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $31.57万 | 0.17% | 8,626 | 8,626 | — | $31.57万 | 新建仓 |
| LGH | NORTHERN LTS FD TR III | $31.55万 | 0.17% | 4,948 | -1,060 | -17.6% | -$6.76万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $30.96万 | 0.16% | 4,491 | -132 | -2.9% | -$9,099 | 减仓 |
| VIS | VANGUARD WORLD FD | $30.38万 | 0.16% | 843 | -134 | -13.7% | -$4.83万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $30.08万 | 0.16% | 5,982 | 5,982 | — | $30.08万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $30.02万 | 0.16% | 9,445 | 466 | 5.2% | $1.48万 | 加仓 |
| BAC | BANK OF AMER CORP | $29.92万 | 0.16% | 5,251 | 80 | 1.5% | $4,558 | 加仓 |
| — | RUSSELL INVTS EXCHANGE TRADE | $29.48万 | 0.16% | 7,914 | -133 | -1.7% | -$4,954 | 减仓 |
| MS | MORGAN STANLEY | $29.37万 | 0.16% | 1,405 | 44 | 3.2% | $9,198 | 加仓 |
| GQRE | FLEXSHARES TR | $28.62万 | 0.15% | 4,472 | 228 | 5.4% | $1.46万 | 加仓 |
| DE | DEERE & CO | $27.91万 | 0.15% | 440 | -211 | -32.4% | -$13.38万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.15万 | 0.14% | 3,599 | 1,077 | 42.7% | $8.13万 | 加仓 |
| C | CITIGROUP INC | $26.23万 | 0.14% | 1,874 | -132 | -6.6% | -$1.85万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.15万 | 0.14% | 606 | 606 | — | $26.15万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $26.02万 | 0.14% | 1,372 | -60 | -4.2% | -$1.14万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $25.87万 | 0.14% | 597 | 597 | — | $25.87万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $25.66万 | 0.14% | 1,042 | -31 | -2.9% | -$7,633 | 减仓 |
| NVT | NVENT ELEC PLC | $25.27万 | 0.13% | 1,490 | 1,490 | — | $25.27万 | 新建仓 |
| ASML | ASML HLDG NV | $25.07万 | 0.13% | 126 | 126 | — | $25.07万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.01万 | 0.13% | 491 | -20 | -3.9% | -$1.02万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.96万 | 0.13% | 1,972 | -106 | -5.1% | -$1.34万 | 减仓 |
| EFV | ISHARES TR | $24.71万 | 0.13% | 3,228 | -5,729 | -64.0% | -$43.86万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $24.71万 | 0.13% | 9,856 | 347 | 3.6% | $8,699 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $24.70万 | 0.13% | 5,834 | -267 | -4.4% | -$1.13万 | 减仓 |
| RAVI | FLEXSHARES TR | $24.47万 | 0.13% | 3,245 | -224 | -6.5% | -$1.69万 | 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 |
| AFL | AFLAC INC | $24.04万 | 0.13% | 2,050 | -86 | -4.0% | -$1.01万 | 减仓 |