13F 机构持仓

VestGen Advisors, LLC

CHICAGO IL · SEC CIK 0002050130

2026Q22026Q1 更早 9 个季度 🔒
$34.30亿2026Q2 申报市值
1,091持仓数
22.1%前十大占比 · 第一大 4.0%
117 / 80新建仓 / 清仓
申报市值走势$34.30亿2026Q2
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

VTI 4.0%
VTV 2.7%
AAPL 2.6%
NVDA 2.6%
QQQ 2.1%
GLPI 2.1%
SPY 1.6%
AMZN 1.6%
GOOG 1.5%
VUG 1.3%

2026Q2 买入最多 按季末市值估算

IUSB 加仓+$1,348.03万
MU 加仓+$1,238.65万
DDOG 重新持有+$1,173.65万
VTRS 新建仓+$1,122.87万
SPYM 加仓+$1,047.44万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$2.12亿
VTI 减仓-$1.13亿
IWF 减仓-$1.10亿
VGT 减仓-$7,148.36万
VTV 减仓-$4,068.17万

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
CAH CARDINAL HEALTH INC $237.93万0.07%10,015 -188-1.8% -$4.47万 减仓
WFC WELLS FARGO & CO $238.17万0.07%28,821 3,55314.1% $29.36万 加仓
CGGO CAPITAL GROUP GBL GROWTH EQT $242.21万0.07%57,219 -3,711-6.1% -$15.71万 减仓
XLI SELECT SECTOR SPDR TR $244.27万0.07%13,187 5344.2% $9.89万 加仓
MSI MOTOROLA SOLUTIONS INC $244.42万0.07%5,886 -225-3.7% -$9.34万 减仓
COF CAPITAL ONE FINL CORP $246.73万0.07%12,298 -2,716-18.1% -$54.49万 减仓
BA BOEING CO $246.77万0.07%11,400 8007.5% $17.32万 加仓
BLV VANGUARD BD INDEX FDS $248.38万0.07%36,034 -1,048-2.8% -$7.22万 减仓
FTNT FORTINET INC $249.62万0.07%16,249 12,400322.2% $190.49万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $251.60万0.07%18,676 7824.4% $10.54万 加仓
KO COCA COLA CO $251.73万0.07%30,975 1430.5% $1.16万 加仓
SLV ISHARES SILVER TR $252.29万0.07%47,183 -247-0.5% -$1.32万 减仓
MAGS LISTED FDS TR $252.38万0.07%39,251 -4,509-10.3% -$28.99万 减仓
BIV VANGUARD BD INDEX FDS $254.29万0.07%33,154 -721-2.1% -$5.53万 减仓
NBIS NEBIUS GROUP N.V. $254.46万0.07%9,214 1,14014.1% $31.48万 加仓
EME EMCOR GROUP INC $254.53万0.07%3,067 -47-1.5% -$3.90万 减仓
HOOD ROBINHOOD MKTS INC $254.68万0.07%25,397 2,41210.5% $24.19万 加仓
SCHO SCHWAB STRATEGIC TR $254.74万0.07%105,526 -12,375-10.5% -$29.87万 减仓
SCHP SCHWAB STRATEGIC TR $255.20万0.07%96,302 18,62424.0% $49.35万 加仓
VST VISTRA CORP $259.49万0.08%16,358 1,2188.0% $19.32万 加仓
WM WASTE MGMT INC DEL $259.53万0.08%11,644 -559-4.6% -$12.46万 减仓
T AT&T INC $261.34万0.08%126,252 -1,394-1.1% -$2.89万 减仓
TMO THERMO FISHER SCIENTIFIC INC $262.21万0.08%5,230 -635-10.8% -$31.84万 减仓
VRT VERTIV HOLDINGS CO $262.37万0.08%7,836 -25-0.3% -$8,371 减仓
TIP ISHARES TR $264.53万0.08%24,173 8,72556.5% $95.48万 加仓
EMLP FIRST TR EXCHANGE-TRADED FD $265.68万0.08%61,076 3,2345.6% $14.07万 加仓
MS MORGAN STANLEY $266.19万0.08%12,734 6515.4% $13.61万 加仓
AON AON PLC $267.73万0.08%8,072 -33-0.4% -$1.09万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $268.78万0.08%14,017 7665.8% $14.69万 加仓
BAC BANK OF AMER CORP $270.39万0.08%47,454 2,2264.9% $12.68万 加仓
AMGN AMGEN INC $270.60万0.08%7,473 -4,953-39.9% -$179.35万 减仓
CDNS CADENCE DESIGN SYSTEM INC $277.85万0.08%7,403 -848-10.3% -$31.83万 减仓
CB CHUBB LIMITED $280.15万0.08%8,222 370.5% $1.26万 加仓
IAGG ISHARES TR $282.43万0.08%55,817 2,5884.9% $13.10万 加仓
VTEB VANGUARD MUN BD FDS $283.63万0.08%56,075 1,9483.6% $9.85万 加仓
EEM ISHARES TR $285.38万0.08%41,717 -750-1.8% -$5.13万 减仓
BSCR INVESCO EXCH TRD SLF IDX FD $286.40万0.08%146,011 -322-0.2% -$6,316 减仓
EFA ISHARES TR $288.23万0.08%27,746 -3,796-12.0% -$39.43万 减仓
PNC PNC FINL SVCS GROUP INC $290.71万0.08%11,807 7016.3% $17.26万 加仓
JBL JABIL INC $291.27万0.08%7,556 981.3% $3.78万 加仓
BSCS INVESCO EXCH TRD SLF IDX FD $296.45万0.09%145,571 2890.2% $5,885 加仓
IUSV ISHARES TR $298.89万0.09%27,135 -14,909-35.5% -$164.22万 减仓
VSH VISHAY INTERTECHNOLOGY INC $299.63万0.09%55,714 55,714— $299.63万 新建仓
QUAL ISHARES TR $303.78万0.09%13,844 -22,637-62.1% -$496.73万 减仓
HACK AMPLIFY ETF TR $304.96万0.09%29,063 -649-2.2% -$6.81万 减仓
IALT BLACKROCK ETF TRUST $307.90万0.09%109,768 109,768— $307.90万 新建仓
TLH ISHARES TR $308.24万0.09%30,717 24,650406.3% $247.36万 加仓
AMZN AMAZON COM INC 看涨期权 $309.84万0.09%13,000 13,000— $309.84万 新建仓
URI UNITED RENTALS INC $310.61万0.09%2,742 752.8% $8.50万 加仓
NEE NEXTERA ENERGY INC $310.90万0.09%35,422 -3,067-8.0% -$26.92万 减仓
AXP AMERICAN EXPRESS CO $315.83万0.09%9,337 93411.1% $31.59万 加仓
APP APPLOVIN CORP $317.02万0.09%6,153 2,73079.8% $140.66万 加仓
DELL DELL TECHNOLOGIES INC $318.02万0.09%7,371 270.4% $1.16万 加仓
DGRO ISHARES TR $318.31万0.09%42,000 -1,430-3.3% -$10.84万 减仓
NOC NORTHROP GRUMMAN CORP $318.94万0.09%6,262 63911.4% $32.55万 加仓
APD AIR PRODUCTS AND CHEMICALS I $322.43万0.09%10,998 560.5% $1.64万 加仓
VT VANGUARD INTL EQUITY INDEX F $323.34万0.09%20,602 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $324.68万0.09%65,884 -12,213-15.6% -$60.19万 减仓
DOCN DIGITALOCEAN HLDGS INC $326.18万0.10%20,772 -4,085-16.4% -$64.15万 减仓
IEF ISHARES TR $327.56万0.10%34,637 -8,930-20.5% -$84.45万 减仓
NOW SERVICENOW INC $328.36万0.10%33,074 17,012105.9% $168.90万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $335.86万0.10%3,480 -543-13.5% -$52.41万 减仓
THRO BLACKROCK ETF TRUST $336.71万0.10%78,106 -39,019-33.3% -$168.21万 减仓
ACYN FIRST TR EXCHANGE-TRADED FD $337.12万0.10%162,155 144,282807.3% $299.96万 加仓
VMBS VANGUARD SCOTTSDALE FDS $338.45万0.10%72,303 2260.3% $1.06万 加仓
GJUN FIRST TR EXCHNG TRADED FD VI $346.71万0.10%84,174 -10,883-11.4% -$44.83万 减仓
LMT LOCKHEED MARTIN CORP $346.93万0.10%6,810 -142-2.0% -$7.23万 减仓
FEMS FIRST TR EXCH TRD ALPHDX FD $348.76万0.10%76,378 3,1964.4% $14.59万 加仓
FV FIRST TR EXCHANGE TRADED FD $348.82万0.10%45,970 5521.2% $4.19万 加仓
SYK STRYKER CORPORATION $349.67万0.10%11,106 -1,778-13.8% -$55.98万 减仓
IDGT ISHARES TR $354.00万0.10%29,564 1,8456.7% $22.09万 加仓
OKTA OKTA INC $357.29万0.10%26,185 26,185— $357.29万 新建仓
EWY ISHARES INC $357.91万0.10%17,727 -581-3.2% -$11.73万 减仓
GRNJ TIDAL TRUST III $358.31万0.10%113,967 6250.6% $1.96万 加仓
BNY BANK OF NY MELLON CORP $361.36万0.11%24,989 -724-2.8% -$10.47万 减仓
EWT ISHARES INC $361.65万0.11%33,298 -1,311-3.8% -$14.24万 减仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $361.67万0.11%144,321 1740.1% $4,360 加仓
USRT ISHARES TR $362.07万0.11%54,487 15,57640.0% $103.50万 加仓
IBIT ISHARES BITCOIN TRUST ETF $362.37万0.11%108,852 -40,131-26.9% -$133.60万 减仓
MUNI PIMCO ETF TR $362.50万0.11%68,916 -1,972-2.8% -$10.37万 减仓
IQDF FLEXSHARES TR $363.66万0.11%105,226 -2,973-2.7% -$10.27万 减仓
ILCG ISHARES TR $366.04万0.11%31,280 -17-0.1% -$1,989 减仓
MBB ISHARES TR $366.56万0.11%38,781 31,814456.6% $300.71万 加仓
— FIRST TR EXCHNG TRADED FD VI $367.73万0.11%151,388 -200-0.1% -$4,858 减仓
VGLT VANGUARD SCOTTSDALE FDS $368.72万0.11%66,821 2460.4% $1.36万 加仓
IWO ISHARES TR $369.74万0.11%9,385 140.1% $5,516 加仓
IDEF BLACKROCK ETF TRUST $376.84万0.11%118,579 23,39924.6% $74.36万 加仓
IGF ISHARES TR $377.52万0.11%56,684 11,15624.5% $74.30万 加仓
CORO BLACKROCK ETF TRUST $382.11万0.11%104,402 104,402— $382.11万 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $385.30万0.11%22,646 -48-0.2% -$8,167 减仓
CRS CARPENTER TECHNOLOGY CORP $387.63万0.11%6,284 2464.1% $15.17万 加仓
XLV SELECT SECTOR SPDR TR $388.98万0.11%24,517 5762.4% $9.14万 加仓
GOVT ISHARES TR $389.17万0.11%170,838 126,876288.6% $289.02万 加仓
SPDW SPDR INDEX SHS FDS $390.22万0.11%77,440 -6,322-7.5% -$31.86万 减仓
TXN TEXAS INSTRS INC $393.18万0.11%13,191 1,56313.4% $46.59万 加仓
MRVL MARVELL TECHNOLOGY INC $393.39万0.11%13,206 -53,784-80.3% -$1,602.16万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $395.71万0.12%44,041 1,0682.5% $9.60万 加仓
QDF FLEXSHARES TR $398.26万0.12%44,290 -1,430-3.1% -$12.86万 减仓
ASML ASML HLDG NV $404.06万0.12%2,031 281.4% $5.57万 加仓
MUB ISHARES TR $405.90万0.12%37,716 4,24612.7% $45.70万 加仓