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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $950.43万 | 5.24% | 94,420 | 29,255 | 44.9% | $294.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $605.24万 | 3.34% | 34,704 | 1,133 | 3.4% | $19.76万 | 加仓 |
| HYG | ISHARES TR | $430.41万 | 2.37% | 54,099 | 278 | 0.5% | $2.21万 | 加仓 |
| QDF | FLEXSHARES TR | $362.60万 | 2.00% | 45,847 | 3,348 | 7.9% | $26.48万 | 加仓 |
| IEF | ISHARES TR | $350.62万 | 1.93% | 36,737 | 5,987 | 19.5% | $57.14万 | 加仓 |
| IQDF | FLEXSHARES TR | $344.72万 | 1.90% | 108,847 | 6,183 | 6.0% | $19.58万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $271.76万 | 1.50% | 42,410 | -2,773 | -6.1% | -$17.77万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $262.07万 | 1.45% | 6,000 | -319 | -5.0% | -$13.93万 | 减仓 |
| GEV | GE VERNOVA INC | $242.40万 | 1.34% | 2,777 | 665 | 31.5% | $58.05万 | 加仓 |
| AVGO | BROADCOM INC | $231.67万 | 1.28% | 7,485 | 88 | 1.2% | $2.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $216.41万 | 1.19% | 11,030 | -6,270 | -36.2% | -$123.02万 | 减仓 |
| HYGV | FLEXSHARES TR | $215.73万 | 1.19% | 53,852 | -4,913 | -8.4% | -$19.68万 | 减仓 |
| IVV | ISHARES TR | $210.18万 | 1.16% | 3,218 | 508 | 18.7% | $33.18万 | 加仓 |
| APH | AMPHENOL CORP | $201.12万 | 1.11% | 15,917 | -45 | -0.3% | -$5,686 | 减仓 |
| IVW | ISHARES TR | $198.38万 | 1.09% | 17,539 | 1,105 | 6.7% | $12.50万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $185.77万 | 1.02% | 4,713 | -70 | -1.5% | -$2.76万 | 减仓 |
| VB | VANGUARD INDEX FDS | $183.97万 | 1.01% | 7,024 | -5,916 | -45.7% | -$154.95万 | 减仓 |
| AAPL | APPLE INC | $174.76万 | 0.96% | 6,886 | 622 | 9.9% | $15.79万 | 加仓 |
| NEM | NEWMONT CORP | $172.80万 | 0.95% | 15,963 | -372 | -2.3% | -$4.03万 | 减仓 |
| IUSB | ISHARES TR | $171.10万 | 0.94% | 37,042 | 257 | 0.7% | $1.19万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $170.70万 | 0.94% | 8,078 | 3,404 | 72.8% | $71.93万 | 加仓 |
| TDTT | FLEXSHARES TR | $164.42万 | 0.91% | 67,831 | 4,652 | 7.4% | $11.28万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $164.13万 | 0.91% | 11,220 | -1,935 | -14.7% | -$28.31万 | 减仓 |
| MSFT | MICROSOFT CORP | $163.19万 | 0.90% | 4,408 | 495 | 12.7% | $18.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $159.35万 | 0.88% | 4,967 | -4,432 | -47.2% | -$142.19万 | 减仓 |
| FIX | COMFORT SYS USA INC | $148.10万 | 0.82% | 1,074 | -13 | -1.2% | -$1.79万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $140.99万 | 0.78% | 19,146 | 1,230 | 6.9% | $9.06万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $135.89万 | 0.75% | 28,281 | -2,950 | -9.4% | -$14.17万 | 减仓 |
| EME | EMCOR GROUP INC | $129.50万 | 0.71% | 1,754 | -49 | -2.7% | -$3.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $128.14万 | 0.71% | 5,242 | -25 | -0.5% | -$6,111 | 减仓 |
| CW | CURTISS WRIGHT CORP | $125.94万 | 0.69% | 1,849 | -21 | -1.1% | -$1.43万 | 减仓 |
| VO | VANGUARD INDEX FDS | $124.23万 | 0.69% | 4,326 | -4,968 | -53.5% | -$142.67万 | 减仓 |
| BNDC | FLEXSHARES TR | $121.26万 | 0.67% | 54,528 | 6,911 | 14.5% | $15.37万 | 加仓 |
| GLD | SPDR GOLD TR | $117.30万 | 0.65% | 2,726 | 572 | 26.6% | $24.61万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $115.05万 | 0.63% | 2,396 | -117 | -4.7% | -$5.62万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $114.11万 | 0.63% | 9,619 | -163 | -1.7% | -$1.93万 | 减仓 |
| TIP | ISHARES TR | $112.82万 | 0.62% | 10,223 | -376 | -3.5% | -$4.15万 | 减仓 |
| IVE | ISHARES TR | $112.26万 | 0.62% | 5,316 | -985 | -15.6% | -$20.80万 | 减仓 |
| BIL | SPDR SERIES TRUST | $111.23万 | 0.61% | 12,138 | 7,667 | 171.5% | $70.26万 | 加仓 |
| FTI | TECHNIPFMC PLC | $110.82万 | 0.61% | 16,030 | 135 | 0.8% | $9,333 | 加仓 |
| TLT | ISHARES TR | $110.20万 | 0.61% | 12,712 | -548 | -4.1% | -$4.75万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $109.83万 | 0.61% | 14,244 | -680 | -4.6% | -$5.24万 | 减仓 |
| GOOG | ALPHABET INC | $109.45万 | 0.60% | 3,815 | 851 | 28.7% | $24.41万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $108.66万 | 0.60% | 5,758 | -334 | -5.5% | -$6.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $105.31万 | 0.58% | 3,580 | -417 | -10.4% | -$12.27万 | 减仓 |
| WFC | WELLS FARGO & CO | $103.87万 | 0.57% | 13,047 | 592 | 4.8% | $4.71万 | 加仓 |
| DTM | DT MIDSTREAM INC | $100.46万 | 0.55% | 7,459 | -239 | -3.1% | -$3.22万 | 减仓 |
| AMZN | AMAZON COM INC | $97.24万 | 0.54% | 4,669 | 710 | 17.9% | $14.79万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $95.29万 | 0.53% | 17,061 | 4,321 | 33.9% | $24.13万 | 重新持有 |
| MTUM | ISHARES TR | $95.11万 | 0.52% | 3,963 | 109 | 2.8% | $2.62万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $94.86万 | 0.52% | 18,818 | 4,825 | 34.5% | $24.32万 | 重新持有 |
| AGG | ISHARES TR | $93.65万 | 0.52% | 9,434 | -3,142 | -25.0% | -$31.19万 | 减仓 |
| CWB | SPDR SERIES TRUST | $93.54万 | 0.52% | 10,221 | -1,390 | -12.0% | -$12.72万 | 减仓 |
| META | META PLATFORMS INC | $93.32万 | 0.51% | 1,631 | -960 | -37.1% | -$54.93万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $93.26万 | 0.51% | 18,757 | -1,617 | -7.9% | -$8.04万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $92.96万 | 0.51% | 19,171 | 19,171 | — | $92.96万 | 新建仓 |
| USDU | WISDOMTREE TR | $92.84万 | 0.51% | 35,261 | 35,261 | — | $92.84万 | 新建仓 |
| CAT | CATERPILLAR INC | $92.74万 | 0.51% | 1,309 | -73 | -5.3% | -$5.17万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $92.67万 | 0.51% | 17,356 | -1,359 | -7.3% | -$7.26万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $92.47万 | 0.51% | 33,383 | -874 | -2.6% | -$2.42万 | 减仓 |
| SHY | ISHARES TR | $92.31万 | 0.51% | 11,180 | 11,180 | — | $92.31万 | 新建仓 |
| QLC | FLEXSHARES TR | $91.99万 | 0.51% | 11,770 | -481 | -3.9% | -$3.76万 | 减仓 |
| DXJ | WISDOMTREE TR | $91.34万 | 0.50% | 5,760 | 5,760 | — | $91.34万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $90.80万 | 0.50% | 16,800 | -1,065 | -6.0% | -$5.76万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $90.65万 | 0.50% | 19,012 | -1,687 | -8.2% | -$8.04万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $89.99万 | 0.50% | 20,947 | 20,947 | — | $89.99万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $88.95万 | 0.49% | 17,673 | -1,484 | -7.7% | -$7.47万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $86.58万 | 0.48% | 3,757 | 3,757 | — | $86.58万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $86.29万 | 0.48% | 1,020 | 8 | 0.8% | $6,768 | 加仓 |
| LQD | ISHARES TR | $85.56万 | 0.47% | 7,850 | -379 | -4.6% | -$4.13万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $84.49万 | 0.47% | 31,118 | -968 | -3.0% | -$2.63万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $84.21万 | 0.46% | 13,746 | 13,746 | — | $84.21万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $80.40万 | 0.44% | 3,990 | -107 | -2.6% | -$2.16万 | 减仓 |
| XBI | SPDR SERIES TRUST | $80.10万 | 0.44% | 6,271 | 6,271 | — | $80.10万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $79.96万 | 0.44% | 13,743 | -3,978 | -22.4% | -$23.14万 | 减仓 |
| RGLO | RUSSELL INVTS EXCHANGE TRADE | $79.60万 | 0.44% | 27,479 | 1,331 | 5.1% | $3.86万 | 加仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $79.54万 | 0.44% | 7,228 | 555 | 8.3% | $6.11万 | 加仓 |
| — | EXXON MOBIL CORP | $79.01万 | 0.44% | 4,657 | 455 | 10.8% | $7.72万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $78.83万 | 0.43% | 31,133 | -1,057 | -3.3% | -$2.68万 | 减仓 |
| TPR | TAPESTRY INC | $77.94万 | 0.43% | 5,523 | 5,523 | — | $77.94万 | 新建仓 |
| GUNR | FLEXSHARES TR | $77.34万 | 0.43% | 14,021 | 7,080 | 102.0% | $39.05万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $76.23万 | 0.42% | 7,098 | 7,098 | — | $76.23万 | 新建仓 |
| NRG | NRG ENERGY INC | $76.07万 | 0.42% | 5,205 | -4,846 | -48.2% | -$70.83万 | 减仓 |
| COMT | ISHARES U S ETF TR | $75.68万 | 0.42% | 22,383 | 22,383 | — | $75.68万 | 新建仓 |
| VLUE | ISHARES TR | $75.25万 | 0.41% | 5,292 | 5,292 | — | $75.25万 | 新建仓 |
| FN | FABRINET | $74.42万 | 0.41% | 1,427 | 1,427 | — | $74.42万 | 新建仓 |
| IEMG | ISHARES INC | $73.68万 | 0.41% | 10,564 | -2,508 | -19.2% | -$17.49万 | 减仓 |
| CNX | CNX RES CORP | $72.71万 | 0.40% | 18,861 | -447 | -2.3% | -$1.72万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $72.47万 | 0.40% | 4,481 | -4,097 | -47.8% | -$66.26万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $71.85万 | 0.40% | 30,027 | 30,027 | — | $71.85万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $71.54万 | 0.39% | 9,124 | -2,334 | -20.4% | -$18.30万 | 减仓 |
| EEM | ISHARES TR | $69.94万 | 0.39% | 12,315 | 12,315 | — | $69.94万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $69.67万 | 0.38% | 9,424 | -160 | -1.7% | -$1.18万 | 减仓 |
| SKOR | FLEXSHARES TR | $68.25万 | 0.38% | 14,038 | 1,476 | 11.7% | $7.18万 | 加仓 |
| EZU | ISHARES INC | $67.95万 | 0.37% | 10,847 | 1,817 | 20.1% | $11.38万 | 加仓 |
| GOVT | ISHARES TR | $67.38万 | 0.37% | 29,412 | 29,412 | — | $67.38万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $67.33万 | 0.37% | 4,072 | 297 | 7.9% | $4.91万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $67.01万 | 0.37% | 16,998 | 16,998 | — | $67.01万 | 新建仓 |
| EFV | ISHARES TR | $66.60万 | 0.37% | 8,957 | -3,958 | -30.6% | -$29.43万 | 减仓 |
| SLV | ISHARES SILVER TR | $65.50万 | 0.36% | 9,612 | -3,318 | -25.7% | -$22.61万 | 减仓 |