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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $22.75万 | 0.13% | 2,006 | -2 | -0.1% | -$227 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.70万 | 0.13% | 1,169 | 1,169 | — | $22.70万 | 新建仓 |
| MS | MORGAN STANLEY | $22.40万 | 0.12% | 1,361 | 1,361 | — | $22.40万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $22.33万 | 0.12% | 1,073 | 1,073 | — | $22.33万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.13万 | 0.12% | 2,155 | -161 | -7.0% | -$1.65万 | 减仓 |
| — | HONEYWELL INTL INC | $22.11万 | 0.12% | 978 | 978 | — | $22.11万 | 新建仓 |
| TTE | TOTALENERGIES SE | $21.71万 | 0.12% | 2,385 | 2,385 | — | $21.71万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $20.96万 | 0.12% | 8,091 | 8,091 | — | $20.96万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $20.93万 | 0.12% | 932 | -92 | -9.0% | -$2.07万 | 重新持有 |
| MET | METLIFE INC | $20.81万 | 0.11% | 2,943 | 50 | 1.7% | $3,536 | 加仓 |
| WELL | WELLTOWER INC | $20.78万 | 0.11% | 1,051 | 1,051 | — | $20.78万 | 新建仓 |
| KR | KROGER CO | $20.61万 | 0.11% | 2,848 | 2,848 | — | $20.61万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $20.59万 | 0.11% | 412 | -1,122 | -73.1% | -$56.06万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $20.39万 | 0.11% | 2,841 | 2,841 | — | $20.39万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.36万 | 0.11% | 6,101 | -598 | -8.9% | -$2.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $20.00万 | 0.11% | 592 | 592 | — | $20.00万 | 新建仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -11,095 | -100.0% | -$106.82万 | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -36,562 | -100.0% | -$103.14万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -2,437 | -100.0% | -$94.85万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -3,383 | -100.0% | -$94.37万 | 清仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,464 | -100.0% | -$92.47万 | 清仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,734 | -100.0% | -$87.98万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -11,496 | -100.0% | -$84.56万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -2,384 | -100.0% | -$84.22万 | 清仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -22,213 | -100.0% | -$84.01万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -4,793 | -100.0% | -$77.33万 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -2,215 | -100.0% | -$75.97万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -1,171 | -100.0% | -$66.50万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -10,770 | -100.0% | -$66.08万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -3,672 | -100.0% | -$63.96万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -16,331 | -100.0% | -$59.52万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -13,853 | -100.0% | -$55.31万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -12,515 | -100.0% | -$54.98万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,996 | -100.0% | -$51.13万 | 清仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -12,644 | -100.0% | -$50.57万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -2,659 | -100.0% | -$48.98万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,881 | -100.0% | -$48.64万 | 清仓 |
| NANR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,093 | -100.0% | -$48.11万 | 清仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -11,056 | -100.0% | -$45.26万 | 清仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,812 | -100.0% | -$43.58万 | 清仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -10,279 | -100.0% | -$42.82万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,124 | -100.0% | -$33.47万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -1,074 | -100.0% | -$31.01万 | 清仓 |
| IGE | ISHARES TR | $0 | 0.00% | 0 | -5,657 | -100.0% | -$28.40万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -9,115 | -100.0% | -$27.76万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -1,526 | -100.0% | -$21.59万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,559 | -100.0% | -$20.90万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$20.68万 | 清仓 |