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
QGRW WISDOMTREE TR $28.32万0.01%4,289 00.0% — 不变
DFIV DIMENSIONAL ETF TRUST $28.37万0.01%5,252 00.0% — 不变
IJJ ISHARES TR $28.38万0.01%1,921 00.0% — 不变
Q QNITY ELECTRONICS INC $28.40万0.01%1,739 -67-3.7% -$1.09万 减仓
RBC RBC BEARINGS INC $28.47万0.01%442 297.0% $1.87万 加仓
S SENTINELONE INC $28.47万0.01%16,779 4722.9% $8,010 加仓
TXRH TEXAS ROADHOUSE INC $28.50万0.01%1,475 1,475— $28.50万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $28.62万0.01%3,230 50.2% $443 加仓
— FIDELITY COVINGTON TRUST $28.64万0.01%5,733 00.0% — 不变
PREF PRINCIPAL EXCHANGE TRADED FD $28.65万0.01%15,032 00.0% — 不变
PBI PITNEY BOWES INC $28.76万0.01%16,415 1,75111.9% $3.07万 加仓
NUSC NUSHARES ETF TR $28.77万0.01%5,520 100.2% $521 加仓
CMG CHIPOTLE MEXICAN GRILL INC $28.79万0.01%8,467 -1,561-15.6% -$5.31万 减仓
CPRT COPART INC $29.05万0.01%10,305 -2,178-17.4% -$6.14万 减仓
AME AMETEK INC $29.11万0.01%1,203 625.4% $1.50万 加仓
VGK VANGUARD INTL EQUITY INDEX F $29.31万0.01%3,310 762.4% $6,729 加仓
OMFL INVESCO EXCH TRD SLF IDX FD $29.47万0.01%4,299 93127.6% $6.38万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $29.55万0.01%3,240 -13,765-80.9% -$125.54万 减仓
QGRO AMERICAN CENTY ETF TR $29.60万0.01%2,507 28612.9% $3.38万 加仓
NOW SERVICENOW INC 看涨期权 $29.78万0.01%3,000 -1,000-25.0% -$9.93万 减仓
SUSA ISHARES TR $29.91万0.01%1,938 00.0% — 不变
AZO AUTOZONE INC $30.04万0.01%94 44.4% $1.28万 加仓
FOCT FIRST TR EXCHNG TRADED FD VI $30.10万0.01%5,756 -19,685-77.4% -$102.93万 减仓
IRDM IRIDIUM COMMUNICATIONS INC $30.15万0.01%5,496 2184.1% $1.20万 加仓
— DIMENSIONAL ETF TRUST $30.18万0.01%6,803 00.0% — 不变
OC OWENS CORNING NEW $30.23万0.01%1,902 1,902— $30.23万 新建仓
STT STATE STR CORP $30.26万0.01%1,784 1,784— $30.26万 新建仓
DFIC DIMENSIONAL ETF TRUST $30.28万0.01%8,126 00.0% — 不变
ROKU ROKU INC $30.29万0.01%2,193 -775-26.1% -$10.71万 减仓
SHEL SHELL PLC $30.37万0.01%3,916 -283-6.7% -$2.19万 减仓
SLB SLB LIMITED $30.49万0.01%6,559 1,64033.3% $7.62万 加仓
ARKK ARK ETF TR $30.51万0.01%3,775 -86-2.2% -$6,951 减仓
JBND J P MORGAN EXCHANGE TRADED F $30.53万0.01%5,706 -180,962-96.9% -$968.16万 减仓
BALL BALL CORP $30.55万0.01%4,896 -759-13.4% -$4.74万 减仓
LAMR LAMAR ADVERTISING CO $30.59万0.01%1,961 723.8% $1.12万 加仓
CDW CDW CORP $30.64万0.01%2,178 -60-2.7% -$8,439 减仓
DTD WISDOMTREE TR $30.70万0.01%3,292 00.0% — 不变
FJUN FIRST TR EXCHNG TRADED FD VI $30.71万0.01%5,122 -3,956-43.6% -$23.72万 减仓
EVR EVERCORE INC $30.73万0.01%900 -2-0.2% -$683 减仓
GQRE FLEXSHARES TR $30.82万0.01%4,816 -181-3.6% -$1.16万 减仓
WAL WESTERN ALLIANCE BANCORP $31.01万0.01%3,772 3,772— $31.01万 新建仓
STIP ISHARES TR $31.11万0.01%3,045 3,045— $31.11万 新建仓
XLC SELECT SECTOR SPDR TR $31.24万0.01%2,916 -377-11.4% -$4.04万 减仓
HEGD LISTED FDS TR $31.28万0.01%11,732 00.0% — 不变
— FIDELITY COVINGTON TRUST $31.44万0.01%5,430 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $31.44万0.01%18,827 00.0% — 不变
JPST J P MORGAN EXCHANGE TRADED F $31.66万0.01%6,261 4507.7% $2.28万 加仓
TSN TYSON FOODS INC $31.67万0.01%5,532 -2,240-28.8% -$12.82万 减仓
OTIS OTIS WORLDWIDE CORP $31.69万0.01%4,426 1,22138.1% $8.74万 加仓
CLX CLOROX CO DEL $31.75万0.01%3,326 -236-6.6% -$2.25万 减仓
CMC COMMERCIAL METALS CO $31.84万0.01%5,074 -44-0.9% -$2,761 减仓
FFIV F5 INC $31.99万0.01%769 517.1% $2.12万 加仓
CMF ISHARES TR $32.11万0.01%5,570 00.0% — 不变
HR HEALTHCARE RLTY TR $32.13万0.01%15,927 -882-5.2% -$1.78万 减仓
NET CLOUDFLARE INC $32.21万0.01%1,313 1,313— $32.21万 新建仓
NU NU HLDGS LTD $32.35万0.01%24,211 -282,911-92.1% -$377.97万 减仓
AMT AMERICAN TOWER CORP $32.52万0.01%1,988 -510-20.4% -$8.34万 减仓
PLNT PLANET FITNESS MASTER ISSUER $32.64万0.01%6,257 6,257— $32.64万 新建仓
GNL GLOBAL NET LEASE INC $32.70万0.01%36,574 -484-1.3% -$4,327 减仓
VMRK EQUITY RESIDENTIAL $32.76万0.01%4,823 1493.2% $1.01万 加仓
RBRK RUBRIK INC. $32.80万0.01%4,086 4,086— $32.80万 新建仓
HST HOST HOTELS & RESORTS INC $32.81万0.01%13,838 1351.0% $3,201 加仓
ACGL ARCH CAP GROUP LTD $32.95万0.01%3,395 3,395— $32.95万 新建仓
DGX QUEST DIAGNOSTICS INC $32.98万0.01%1,556 241.6% $5,087 加仓
BURL BURLINGTON STORES INC $33.20万0.01%1,048 -164-13.5% -$5.20万 减仓
— DIMENSIONAL ETF TRUST $33.20万0.01%4,750 00.0% — 不变
BFC BANK FIRST CORP $33.33万0.01%2,247 -23-1.0% -$3,412 减仓
IT GARTNER INC $33.42万0.01%2,578 -186-6.7% -$2.41万 减仓
LGH NORTHERN LTS FD TR III $33.57万0.01%5,265 -289-5.2% -$1.84万 减仓
SRE SEMPRA $33.66万0.01%3,631 -248-6.4% -$2.30万 减仓
IRM IRON MTN INC DEL $33.68万0.01%2,666 -155-5.5% -$1.96万 减仓
SWK STANLEY BLACK & DECKER INC $33.88万0.01%3,599 -168-4.5% -$1.58万 减仓
RKLB ROCKET LAB CORP $33.88万0.01%3,333 1,00243.0% $10.19万 加仓
HYD VANECK ETF TRUST $34.15万0.01%6,629 00.0% — 不变
MCO MOODYS CORP $34.20万0.01%755 405.6% $1.81万 加仓
— ISHARES ETHEREUM TR $34.20万0.01%28,767 -922-3.1% -$1.10万 减仓
FXI ISHARES TR $34.24万0.01%10,838 -48,556-81.8% -$153.38万 减仓
TEAM ATLASSIAN CORPORATION $34.36万0.01%4,417 -236-5.1% -$1.84万 减仓
EWBC EAST WEST BANCORP INC $34.42万0.01%2,666 79042.1% $10.20万 加仓
RSG REPUBLIC SVCS INC $34.81万0.01%1,633 100.6% $2,131 加仓
IWV ISHARES TR $34.93万0.01%819 -234-22.2% -$9.98万 减仓
KNX KNIGHT-SWIFT TRANSN HLDGS IN $34.97万0.01%4,490 3187.6% $2.48万 加仓
OXY OCCIDENTAL PETE CORP $35.01万0.01%7,208 -198-2.7% -$9,617 减仓
SPTL SPDR SERIES TRUST $35.07万0.01%13,372 3142.4% $8,236 加仓
CUBE CUBESMART $35.14万0.01%8,835 3,41362.9% $13.57万 加仓
VXF VANGUARD INDEX FDS $35.17万0.01%1,429 564.1% $1.38万 加仓
GRAL GRAIL INC $35.38万0.01%5,182 -5,002-49.1% -$34.15万 减仓
NVS NOVARTIS AG $35.38万0.01%2,257 38620.6% $6.05万 加仓
GRMN GARMIN LTD $35.42万0.01%1,491 44843.0% $10.64万 加仓
ALAB ASTERA LABS INC $35.45万0.01%734 -771-51.2% -$37.24万 减仓
SDIV GLOBAL X FDS $35.46万0.01%14,511 1,1758.8% $2.87万 加仓
SPMD SPDR SERIES TRUST $35.63万0.01%5,274 -148-2.7% -$9,999 减仓
IVZ INVESCO LTD $35.73万0.01%13,538 3,56535.7% $9.41万 加仓
TLN TALEN ENERGY CORP $35.89万0.01%934 934— $35.89万 新建仓
VALE VALE S A $35.90万0.01%23,867 -15-0.1% -$226 减仓
QXO QXO INC $35.90万0.01%20,774 5,05832.2% $8.74万 加仓
FESM FIDELITY COVINGTON TRUST $36.17万0.01%7,491 3875.4% $1.87万 加仓
IMFL INVESCO EXCH TRD SLF IDX FD $36.20万0.01%10,541 7197.3% $2.47万 加仓
— RUSSELL INVTS EXCHANGE TRADE $36.29万0.01%9,744 -159-1.6% -$5,922 减仓
COIN COINBASE GLOBAL INC $36.47万0.01%2,495 -324-11.5% -$4.74万 减仓