VestGen Advisors, LLC
CHICAGO IL · SEC CIK 0002050130
$40.13亿2026Q1 申报市值
1,048持仓数
29.6%前十大占比 · 第一大 6.1%
322 / 58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
VTI 加仓+$2.15亿
VUG 加仓+$1.97亿
VTV 加仓+$1.05亿
QQQ 加仓+$6,460.72万
VGT 加仓+$5,258.02万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$1,822.78万
LRGG 清仓-$1,505.18万
MU 减仓-$1,174.45万
OEF 减仓-$712.04万
WARNER BROS DISC 减仓-$702.63万
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 |
|---|---|---|---|---|---|---|---|---|
| IBDR | ISHARES TR | $25.38万 | 0.01% | 10,487 | 79 | 0.8% | $1,912 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $25.39万 | 0.01% | 4,070 | 4,070 | — | $25.39万 | 新建仓 |
| MDB | MONGODB INC | $25.47万 | 0.01% | 825 | 825 | — | $25.47万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $25.48万 | 0.01% | 7,786 | -1,376 | -15.0% | -$4.50万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.49万 | 0.01% | 7,817 | 340 | 4.5% | $1.11万 | 加仓 |
| FFIV | F5 INC | $25.49万 | 0.01% | 718 | -142 | -16.5% | -$5.04万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $25.49万 | 0.01% | 6,425 | 1 | 0.0% | $40 | 加仓 |
| COKE | COCA COLA CONS INC | $25.51万 | 0.01% | 1,479 | 25 | 1.7% | $4,311 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $25.61万 | 0.01% | 19,790 | 554 | 2.9% | $7,169 | 加仓 |
| S | SENTINELONE INC | $25.67万 | 0.01% | 16,307 | 16,307 | — | $25.67万 | 新建仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $25.76万 | 0.01% | 19,195 | -1,515 | -7.3% | -$2.03万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $25.79万 | 0.01% | 2,691 | 2,691 | — | $25.79万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $25.84万 | 0.01% | 964 | 964 | — | $25.84万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $25.85万 | 0.01% | 872 | 872 | — | $25.85万 | 新建仓 |
| NTRA | NATERA INC | $25.89万 | 0.01% | 1,268 | 1,268 | — | $25.89万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $25.94万 | 0.01% | 1,201 | 1,201 | — | $25.94万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $25.97万 | 0.01% | 3,937 | 50 | 1.3% | $3,298 | 加仓 |
| ESGV | VANGUARD WORLD FD | $26.22万 | 0.01% | 2,020 | 0 | 0.0% | — | 不变 |
| BUFB | INNOVATOR ETFS TRUST | $26.22万 | 0.01% | 6,762 | -231 | -3.3% | -$8,956 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $26.22万 | 0.01% | 4,952 | -16 | -0.3% | -$847 | 减仓 |
| CRH | CRH PLC | $26.23万 | 0.01% | 2,355 | 2,355 | — | $26.23万 | 新建仓 |
| CIEN | CIENA CORP | $26.26万 | 0.01% | 455 | -3,376 | -88.1% | -$194.85万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $26.35万 | 0.01% | 3,121 | 3,121 | — | $26.35万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $26.38万 | 0.01% | 5,024 | -11,571 | -69.7% | -$60.75万 | 减仓 |
| AME | AMETEK INC | $26.38万 | 0.01% | 1,141 | -23 | -2.0% | -$5,318 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.55万 | 0.01% | 10,765 | 10,765 | — | $26.55万 | 新建仓 |
| DNL | WISDOMTREE TR | $26.56万 | 0.01% | 6,034 | 176 | 3.0% | $7,746 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $26.66万 | 0.01% | 2,310 | 283 | 14.0% | $3.27万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $26.75万 | 0.01% | 5,430 | -70 | -1.3% | -$3,449 | 减仓 |
| NUSC | NUSHARES ETF TR | $26.87万 | 0.01% | 5,510 | -604 | -9.9% | -$2.95万 | 减仓 |
| IJJ | ISHARES TR | $26.88万 | 0.01% | 1,921 | 15 | 0.8% | $2,099 | 加仓 |
| AA | ALCOA CORP | $26.95万 | 0.01% | 3,985 | -8,806 | -68.8% | -$59.55万 | 重新持有 |
| XSOE | WISDOMTREE TR | $27.08万 | 0.01% | 5,798 | 5 | 0.1% | $234 | 加仓 |
| VSGX | VANGUARD WORLD FD | $27.11万 | 0.01% | 3,412 | -112 | -3.2% | -$8,900 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $27.20万 | 0.01% | 10,566 | 10,566 | — | $27.20万 | 新建仓 |
| SLB | SLB LIMITED | $27.37万 | 0.01% | 4,919 | 4,919 | — | $27.37万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $27.40万 | 0.01% | 2,331 | 2,331 | — | $27.40万 | 新建仓 |
| RAVI | FLEXSHARES TR | $27.48万 | 0.01% | 3,649 | 3,649 | — | $27.48万 | 新建仓 |
| HYBL | SSGA ACTIVE TR | $27.57万 | 0.01% | 9,809 | 2,052 | 26.5% | $5.77万 | 加仓 |
| NVS | NOVARTIS AG | $27.73万 | 0.01% | 1,871 | 1,871 | — | $27.73万 | 新建仓 |
| QGRW | WISDOMTREE TR | $27.77万 | 0.01% | 4,289 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $27.80万 | 0.01% | 2,703 | 2,703 | — | $27.80万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.83万 | 0.01% | 3,539 | 3,539 | — | $27.83万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $27.87万 | 0.01% | 1,889 | 1,889 | — | $27.87万 | 新建仓 |
| QXO | QXO INC | $27.88万 | 0.01% | 15,716 | 15,716 | — | $27.88万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $27.96万 | 0.01% | 5,733 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $28.16万 | 0.01% | 3,225 | 3,225 | — | $28.16万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.17万 | 0.01% | 3,234 | 3,234 | — | $28.17万 | 新建仓 |
| SLF | SUN LIFE FINANCIAL INC. | $28.20万 | 0.01% | 3,993 | 3,993 | — | $28.20万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $28.21万 | 0.01% | 600 | 600 | — | $28.21万 | 新建仓 |
| IVZ | INVESCO LTD | $28.30万 | 0.01% | 9,973 | 9,973 | — | $28.30万 | 新建仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $28.53万 | 0.01% | 15,032 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR I | $28.63万 | 0.01% | 7,100 | 500 | 7.6% | $2.02万 | 加仓 |
| VDC | VANGUARD WORLD FD | $28.75万 | 0.01% | 1,247 | 1,247 | — | $28.75万 | 新建仓 |
| KKR | KKR & CO INC | $28.95万 | 0.01% | 2,910 | 40 | 1.4% | $3,979 | 重新持有 |
| MLI | MUELLER INDS INC | $28.95万 | 0.01% | 2,089 | 2,089 | — | $28.95万 | 新建仓 |
| SUSA | ISHARES TR | $28.95万 | 0.01% | 1,938 | -286 | -12.9% | -$4.27万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $28.98万 | 0.01% | 2,243 | 2,243 | — | $28.98万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $29.04万 | 0.01% | 986 | -1,676 | -63.0% | -$49.35万 | 减仓 |
| ATI | ATI INC | $29.06万 | 0.01% | 1,805 | 1,805 | — | $29.06万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $29.09万 | 0.01% | 5,252 | 979 | 22.9% | $5.42万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $29.14万 | 0.01% | 1,532 | 59 | 4.0% | $1.12万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $29.31万 | 0.01% | 6,803 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.34万 | 0.01% | 5,811 | -1,331 | -18.6% | -$6.72万 | 减仓 |
| B | BARRICK MNG CORP | $29.54万 | 0.01% | 6,443 | 1,659 | 34.7% | $7.61万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $29.55万 | 0.01% | 3,789 | 3,789 | — | $29.55万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $29.71万 | 0.01% | 3,767 | 3,767 | — | $29.71万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.72万 | 0.01% | 3,764 | 3,764 | — | $29.72万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $29.74万 | 0.01% | 9,777 | -3,094 | -24.0% | -$9.41万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $29.77万 | 0.01% | 2,645 | 2,645 | — | $29.77万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $29.82万 | 0.01% | 13,703 | 13,703 | — | $29.82万 | 新建仓 |
| URA | GLOBAL X FDS | $29.84万 | 0.01% | 5,490 | -3,182 | -36.7% | -$17.29万 | 重新持有 |
| CERY | SPDR SERIES TRUST | $29.91万 | 0.01% | 7,768 | -2,209 | -22.1% | -$8.51万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $29.92万 | 0.01% | 4,223 | 4,223 | — | $29.92万 | 新建仓 |
| KR | KROGER CO | $29.94万 | 0.01% | 4,634 | 4,634 | — | $29.94万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $29.96万 | 0.01% | 414 | -1,236 | -74.9% | -$89.43万 | 减仓 |
| SE | SEA LTD | $29.98万 | 0.01% | 3,122 | 3,122 | — | $29.98万 | 新建仓 |
| DTD | WISDOMTREE TR | $30.10万 | 0.01% | 3,292 | 339 | 11.5% | $3.10万 | 加仓 |
| ARKK | ARK ETF TR | $30.20万 | 0.01% | 3,861 | -901 | -18.9% | -$7.05万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $30.41万 | 0.01% | 1,806 | 1,806 | — | $30.41万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $30.59万 | 0.01% | 2,424 | 2,424 | — | $30.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC 看跌期权 | $30.66万 | 0.01% | 400 | 400 | — | $30.66万 | 新建仓 |
| AZO | AUTOZONE INC | $30.69万 | 0.01% | 90 | 16 | 21.6% | $5.46万 | 加仓 |
| EVR | EVERCORE INC | $30.76万 | 0.01% | 902 | 902 | — | $30.76万 | 新建仓 |
| ALAB | ASTERA LABS INC | $30.77万 | 0.01% | 1,505 | 1,505 | — | $30.77万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $30.80万 | 0.01% | 4,674 | 86 | 1.9% | $5,667 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $30.81万 | 0.01% | 8,126 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $31.08万 | 0.01% | 16,575 | -500 | -2.9% | -$9,375 | 减仓 |
| HEGD | LISTED FDS TR | $31.14万 | 0.01% | 11,732 | -3,419 | -22.6% | -$9.07万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $31.22万 | 0.01% | 1,373 | -10,788 | -88.7% | -$245.29万 | 减仓 |
| VLTO | VERALTO CORP | $31.28万 | 0.01% | 3,607 | -12,708 | -77.9% | -$110.21万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $31.37万 | 0.01% | 7,104 | 7,104 | — | $31.37万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.42万 | 0.01% | 1,002 | 263 | 35.6% | $8.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $31.45万 | 0.01% | 4,750 | -192 | -3.9% | -$1.27万 | 减仓 |
| URNM | SPROTT FDS TR | $31.61万 | 0.01% | 4,826 | -100 | -2.0% | -$6,550 | 减仓 |
| CLX | CLOROX CO DEL | $31.74万 | 0.01% | 3,562 | 816 | 29.7% | $7.27万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $31.75万 | 0.01% | 5,538 | 5,538 | — | $31.75万 | 新建仓 |
| CMF | ISHARES TR | $31.82万 | 0.01% | 5,570 | 5,570 | — | $31.82万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $31.86万 | 0.01% | 2,132 | 2,132 | — | $31.86万 | 新建仓 |
| MCO | MOODYS CORP | $32.30万 | 0.01% | 715 | -24 | -3.2% | -$1.08万 | 减仓 |