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
SPMO INVESCO EXCH TRADED FD TR II $1,024.71万0.30%63,434 190.0% $3,069 加仓
CVE CENOVUS ENERGY INC $1,029.33万0.30%414,885 102,28932.7% $253.78万 加仓
IVE ISHARES TR $1,030.16万0.30%45,369 -9,912-17.9% -$225.06万 减仓
VGT VANGUARD WORLD FD $1,032.64万0.30%86,399 -598,089-87.4% -$7,148.36万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $1,037.79万0.30%110,840 -1,619-1.4% -$15.16万 减仓
DRI DARDEN RESTAURANTS INC $1,050.74万0.31%51,004 -114-0.2% -$2.35万 减仓
ANET ARISTA NETWORKS INC $1,062.17万0.31%62,525 -1,167-1.8% -$19.82万 减仓
CRWD CROWDSTRIKE HLDGS INC $1,117.08万0.33%14,638 2,20317.7% $168.12万 加仓
VTRS VIATRIS INC $1,122.87万0.33%707,099 707,099— $1,122.87万 新建仓
GEV GE VERNOVA INC $1,123.41万0.33%9,562 -410-4.1% -$48.17万 减仓
IHDG WISDOMTREE TR $1,194.86万0.35%228,114 -1,133-0.5% -$5.93万 减仓
ABBV ABBVIE INC $1,199.86万0.35%47,682 -483-1.0% -$12.15万 减仓
VOO VANGUARD INDEX FDS $1,213.93万0.35%17,675 4,76836.9% $327.47万 加仓
COST COSTCO WHOLESALE CORPORATION $1,228.76万0.36%13,135 -207-1.6% -$19.36万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,255.82万0.37%210,390 -825-0.4% -$4.92万 减仓
IVW ISHARES TR $1,262.45万0.37%91,794 -989-1.1% -$13.60万 减仓
GLD SPDR GOLD TR $1,341.50万0.39%36,416 -525-1.4% -$19.34万 减仓
DDOG DATADOG INC $1,372.15万0.40%52,702 45,078591.3% $1,173.65万 重新持有
GRNY TIDAL TRUST I $1,395.04万0.41%504,537 39,8908.6% $110.30万 加仓
IWR ISHARES TR $1,399.75万0.41%126,880 -102,021-44.6% -$1,125.50万 减仓
EYLD CAMBRIA ETF TR $1,439.91万0.42%317,091 35,89412.8% $162.99万 加仓
IWP ISHARES TR $1,451.24万0.42%99,121 7,2147.8% $105.62万 加仓
IWM ISHARES TR $1,471.45万0.43%48,975 -303-0.6% -$9.10万 减仓
FIX COMFORT SYS USA INC $1,478.34万0.43%7,459 -551-6.9% -$109.21万 减仓
DYNF BLACKROCK ETF TRUST $1,507.11万0.44%221,601 1,6660.8% $11.33万 加仓
IUSG ISHARES TR $1,522.36万0.44%80,938 -78,007-49.1% -$1,467.23万 减仓
LLY ELI LILLY & CO $1,531.84万0.45%12,771 3,45537.1% $414.42万 加仓
IUSB ISHARES TR $1,540.46万0.45%333,795 292,098700.5% $1,348.03万 加仓
— ALLSPRING EXCHANGE TRADED FU $1,551.21万0.45%442,067 -5,036-1.1% -$17.67万 减仓
CAT CATERPILLAR INC $1,585.16万0.46%14,885 -1,760-10.6% -$187.43万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $1,603.35万0.47%545,359 4,0770.8% $11.99万 加仓
JPM JPMORGAN CHASE & CO $1,619.02万0.47%49,461 -1,887-3.7% -$61.77万 减仓
AMD ADVANCED MICRO DEVICES INC $1,620.86万0.47%27,902 -4,553-14.0% -$264.49万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,633.87万0.48%32,652 -1,797-5.2% -$89.92万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,726.63万0.50%350,371 25,7077.9% $126.68万 加仓
SNDK SANDISK CORP $1,805.34万0.53%7,940 -1,330-14.3% -$302.41万 减仓
BNDX VANGUARD CHARLOTTE FDS $1,824.78万0.53%376,787 -528-0.1% -$2.56万 减仓
WMT WALMART INC $1,859.94万0.54%164,218 -1,072-0.6% -$12.14万 减仓
IWD ISHARES TR $1,871.74万0.55%77,208 -98-0.1% -$2.38万 减仓
BND VANGUARD BD INDEX FDS $1,935.45万0.56%263,650 -454-0.2% -$3.33万 减仓
GOOGL ALPHABET INC $1,937.54万0.56%54,217 1,8163.5% $64.90万 加仓
TSLA TESLA INC $1,943.68万0.57%46,212 -685-1.5% -$28.81万 减仓
RSP INVESCO EXCHANGE TRADED FD T $1,985.41万0.58%93,313 -2,378-2.5% -$50.60万 减仓
PLTR PALANTIR TECHNOLOGIES INC $2,001.03万0.58%171,512 -2,278-1.3% -$26.58万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $2,010.48万0.59%550,364 -2,432-0.4% -$8.88万 减仓
VB VANGUARD INDEX FDS $2,084.44万0.61%68,766 -4,247-5.8% -$128.74万 减仓
SYLD CAMBRIA ETF TR $2,222.19万0.65%280,981 -3,998-1.4% -$31.62万 减仓
LRCX LAM RESEARCH CORP $2,251.99万0.66%51,969 2650.5% $11.48万 加仓
META META PLATFORMS INC $2,427.01万0.71%43,086 -600-1.4% -$33.80万 减仓
FTLS FIRST TR EXCH TRADED FD III $2,514.69万0.73%340,744 22,3067.0% $164.62万 加仓
SGOV ISHARES TR $2,666.23万0.78%264,848 -72,682-21.5% -$731.69万 减仓
QQQM INVESCO EXCH TRADED FD TR II $2,674.66万0.78%88,281 -1,633-1.8% -$49.48万 减仓
CAIE CALAMOS ETF TR $2,999.18万0.87%1,102,235 -1,047-0.1% -$2.85万 减仓
SPYM SPDR SERIES TRUST $3,085.11万0.90%351,060 119,19051.4% $1,047.44万 加仓
MU MICRON TECHNOLOGY INC $3,156.59万0.92%27,347 10,73164.6% $1,238.65万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $3,483.47万1.02%429,740 -1,238-0.3% -$10.04万 减仓
AVGO BROADCOM INC $3,535.06万1.03%93,582 -2,633-2.7% -$99.46万 减仓
MSFT MICROSOFT CORP $3,744.28万1.09%100,377 -3,483-3.4% -$129.92万 减仓
IWF ISHARES TR $3,768.41万1.10%303,488 -883,268-74.4% -$1.10亿 减仓
IVV ISHARES TR $4,197.07万1.22%56,044 1,3432.5% $100.58万 加仓
VEA VANGUARD TAX-MANAGED FDS $4,261.27万1.24%598,073 -26,522-4.2% -$188.97万 减仓
VUG VANGUARD INDEX FDS $4,598.02万1.34%533,784 -2,456,844-82.2% -$2.12亿 减仓
GOOG ALPHABET INC $5,263.44万1.53%148,967 1,6221.1% $57.31万 加仓
AMZN AMAZON COM INC $5,413.96万1.58%227,153 -1,010-0.4% -$24.07万 减仓
SPY STATE STR SPDR S&P 500 ETF T $5,535.30万1.61%74,123 -13,339-15.3% -$996.12万 减仓
GLPI GAMING & LEISURE P $7,044.71万2.05%1,582,014 3520.0% $1.57万 加仓
QQQ INVESCO QQQ TR $7,241.75万2.11%98,340 -46,950-32.3% -$3,457.40万 减仓
NVDA NVIDIA CORPORATION $8,877.09万2.59%443,655 -4,480-1.0% -$89.64万 减仓
AAPL APPLE INC $8,998.53万2.62%310,981 -12,745-3.9% -$368.79万 减仓
VTV VANGUARD INDEX FDS $9,161.87万2.67%420,404 -186,673-30.7% -$4,068.17万 减仓
VTI VANGUARD INDEX FDS $1.37亿3.99%369,801 -305,669-45.3% -$1.13亿 减仓