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
CLIP GLOBAL X FDS $49.65万0.01%4,948 -194-3.8% -$1.95万 减仓
PHM PULTE GROUP INC $49.89万0.01%3,636 2517.4% $3.44万 加仓
PGR PROGRESSIVE CORP $50.10万0.01%2,293 26613.1% $5.81万 加仓
BSJS INVESCO EXCH TRD SLF IDX FD $50.39万0.01%23,174 2,0229.6% $4.40万 加仓
ED CONSOLIDATED EDISON INC $50.49万0.01%4,563 2134.9% $2.36万 加仓
LIT GLOBAL X FDS $50.49万0.01%6,450 -226-3.4% -$1.77万 减仓
EOG EOG RES INC $50.60万0.01%3,900 54916.4% $7.12万 加仓
BSJT INVESCO EXCH TRD SLF IDX FD $50.82万0.01%24,052 2,0829.5% $4.40万 加仓
BSJU INVESCO EXCH TRD SLF IDX FD $51.12万0.01%19,806 2,11812.0% $5.47万 加仓
FORM FORMFACTOR INC $51.32万0.01%3,209 56921.6% $9.10万 加仓
WAB WABTEC $51.58万0.02%1,913 935.1% $2.51万 加仓
JBHT HUNT J B TRANS SVCS INC $51.73万0.02%1,787 945.6% $2.72万 加仓
VOT VANGUARD INDEX FDS $52.27万0.02%1,707 17111.1% $5.24万 加仓
RIO RIO TINTO PLC $52.41万0.02%5,521 2574.9% $2.44万 加仓
PAYX PAYCHEX INC $52.52万0.02%5,341 1,06624.9% $10.48万 加仓
— TWO RDS SHARED TR $52.62万0.02%10,162 540.5% $2,796 加仓
DBMF LITMAN GREGORY FDS TR $52.90万0.02%17,281 -223-1.3% -$6,826 减仓
DTE DTE ENERGY CO $52.90万0.02%3,472 45615.1% $6.95万 加仓
JLL JONES LANG LASALLE INC $53.22万0.02%1,717 -62-3.5% -$1.92万 减仓
XSW SPDR SERIES TRUST $53.28万0.02%3,101 -5-0.2% -$859 减仓
AYI ACUITY INC $53.34万0.02%1,416 14511.4% $5.46万 加仓
VTES VANGUARD WELLINGTON FD $53.41万0.02%5,272 10.0% $101 加仓
QEFA SPDR INDEX SHS FDS $53.58万0.02%5,580 00.0% — 不变
NASA TEMA ETF TRUST $53.81万0.02%17,712 17,712— $53.81万 新建仓
UCON FIRST TR EXCHNG TRADED FD VI $53.89万0.02%21,662 5,39733.2% $13.43万 加仓
EWW ISHARES INC $54.01万0.02%7,175 -6,357-47.0% -$47.85万 减仓
GSEP FIRST TR EXCHNG TRADED FD VI $54.26万0.02%13,248 13,248— $54.26万 新建仓
MKSI MKS INC. $54.27万0.02%1,220 1059.4% $4.67万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $54.44万0.02%9,640 1,27815.3% $7.22万 加仓
TEL TE CONNECTIVITY PLC $54.50万0.02%2,703 -85-3.0% -$1.71万 减仓
NUE NUCOR CORP $54.52万0.02%2,448 2049.1% $4.54万 加仓
EW EDWARDS LIFESCIENCES CORP $54.57万0.02%6,033 -806-11.8% -$7.29万 减仓
IVES WEDBUSH SER TR $54.95万0.02%14,422 -200-1.4% -$7,620 减仓
NVO NOVO-NORDISK A S $55.44万0.02%11,565 -288-2.4% -$1.38万 减仓
NULG NUSHARES ETF TR $55.59万0.02%4,749 461.0% $5,385 加仓
NULV NUSHARES ETF TR $55.63万0.02%11,128 1051.0% $5,249 加仓
RCL ROYAL CARIBBEAN GROUP $55.67万0.02%1,753 1257.7% $3.97万 加仓
XME SPDR SERIES TRUST $55.85万0.02%5,223 84719.4% $9.06万 加仓
WPC WP CAREY INC $56.11万0.02%7,848 -139-1.7% -$9,938 减仓
CWI SPDR INDEX SHS FDS $56.32万0.02%13,849 -2,506-15.3% -$10.19万 减仓
WTMF WISDOMTREE TR $56.33万0.02%13,789 -55-0.4% -$2,247 减仓
— FIDELITY COVINGTON TRUST $56.42万0.02%23,142 -593-2.5% -$1.45万 减仓
ACN ACCENTURE PLC IRELAND $56.71万0.02%4,557 -648-12.4% -$8.06万 减仓
BTI BRITISH AMERN TOB PLC $57.10万0.02%9,245 1,41118.0% $8.71万 加仓
ORA ORMAT TECHNOLOGIES INC $57.18万0.02%5,251 5,251— $57.18万 新建仓
ARCC ARES CAPITAL CORP $57.39万0.02%30,970 -3,500-10.2% -$6.49万 减仓
MET METLIFE INC $57.41万0.02%6,785 -657-8.8% -$5.56万 减仓
IDXX IDEXX LABS INC $57.49万0.02%1,092 -60-5.2% -$3.16万 减仓
AXON AXON ENTERPRISE INC $57.52万0.02%1,026 -7-0.7% -$3,924 减仓
NKE NIKE INC $57.79万0.02%14,079 -2,981-17.5% -$12.24万 减仓
A AGILENT TECHNOLOGIES INC $57.87万0.02%4,357 1363.2% $1.81万 加仓
BHP BHP BILLITON LIMITED $57.98万0.02%6,959 63810.1% $5.32万 加仓
BSX BOSTON SCIENTIFIC CORP $58.04万0.02%13,598 3,71637.6% $15.86万 加仓
DINO HF SINCLAIR CORP $58.20万0.02%8,356 -12-0.1% -$836 减仓
ORLY OREILLY AUTOMOTIVE INC $58.38万0.02%6,339 -1,707-21.2% -$15.72万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $58.62万0.02%30,021 -32,603-52.1% -$63.66万 减仓
ADBE ADOBE INC $58.84万0.02%2,870 -174-5.7% -$3.57万 减仓
XLY SELECT SECTOR SPDR TR $58.98万0.02%5,029 59013.3% $6.92万 加仓
FNF FIDELITY NATL FINL INC $59.24万0.02%12,562 -246-1.9% -$1.16万 减仓
MKC MCCORMICK & CO INC $59.38万0.02%11,778 1,19511.3% $6.03万 加仓
KLIC KULICKE & SOFFA INDS INC $59.39万0.02%4,440 2,03484.5% $27.21万 加仓
— PGIM ETF TR $59.85万0.02%11,871 00.0% — 不变
SON SONOCO PRODS CO $60.00万0.02%10,647 430.4% $2,423 加仓
AEE AMEREN CORP $60.16万0.02%5,322 -137-2.5% -$1.55万 减仓
BSJR INVESCO EXCH TRD SLF IDX FD $60.49万0.02%27,072 11,52274.1% $25.75万 加仓
IHF ISHARES TR $60.50万0.02%10,935 10,935— $60.50万 新建仓
TFC TRUIST FINL CORP $60.62万0.02%12,168 -166-1.3% -$8,270 减仓
MOH MOLINA HEALTHCARE INC $60.67万0.02%2,653 -185-6.5% -$4.23万 减仓
AIG AMERICAN INTL GROUP INC $60.70万0.02%8,144 88212.1% $6.57万 加仓
— VIRTUS ETF TR II $61.17万0.02%23,914 10,28975.5% $26.32万 加仓
— VIRTUS ETF TR II $61.48万0.02%24,699 10,57374.8% $26.32万 加仓
— WARNER BROS DISCOVERY INC $61.77万0.02%23,170 -1,806-7.2% -$4.81万 减仓
GIS GENERAL MILLS INC $61.87万0.02%17,778 1,3388.1% $4.66万 加仓
CBSH COMMERCE BANCSHARES INC $62.00万0.02%10,736 -1,143-9.6% -$6.60万 减仓
VOLT TEMA ETF TRUST $62.23万0.02%14,855 5003.5% $2.09万 加仓
VIK VIKING HOLDINGS LTD $62.27万0.02%5,949 3215.7% $3.36万 加仓
NSC NORFOLK SOUTHN CORP $62.30万0.02%1,980 985.2% $3.08万 加仓
PCG PG&E CORP $62.54万0.02%37,181 -4,232-10.2% -$7.12万 减仓
BOND PIMCO ETF TR $62.75万0.02%6,805 1,32324.1% $12.20万 加仓
AZN ASTRAZENECA PLC $63.01万0.02%3,325 -365-9.9% -$6.92万 减仓
IONQ IONQ INC $63.27万0.02%11,880 4,63864.0% $24.70万 加仓
FDUS FIDUS INVT CORP $63.72万0.02%33,415 3,17010.5% $6.05万 加仓
CGDG CAPITAL GROUP DIVIDEND GROWE $63.82万0.02%17,013 -26-0.2% -$975 减仓
DTH WISDOMTREE TR $63.96万0.02%11,821 -132-1.1% -$7,143 减仓
DAL DELTA AIR LINES INC $63.99万0.02%6,832 751.1% $7,025 加仓
CGGE CAPITAL GROUP GLOBAL EQUITY $64.08万0.02%18,183 3662.1% $1.29万 加仓
IFRA ISHARES TR $64.31万0.02%10,201 -4-0.0% -$252 减仓
BSCW INVESCO EXCH TRD SLF IDX FD $64.43万0.02%31,412 1440.5% $2,953 加仓
GUNR FLEXSHARES TR $64.49万0.02%13,086 -542-4.0% -$2.67万 减仓
BOTZ GLOBAL X FDS $64.50万0.02%17,000 3842.3% $1.46万 加仓
— FIRST TR EXCHNG TRADED FD VI $64.56万0.02%27,268 8,29543.7% $19.64万 加仓
O REALTY INCOME CORP $64.92万0.02%10,477 1551.5% $9,604 加仓
PXH INVESCO EXCH TRADED FD TR II $65.60万0.02%23,529 5142.2% $1.43万 加仓
PRF INVESCO EXCHANGE TRADED FD T $65.64万0.02%12,148 00.0% — 不变
CFG CITIZENS FINL GROUP INC $65.66万0.02%9,371 7158.3% $5.01万 加仓
PRU PRUDENTIAL FINL INC $65.73万0.02%6,090 3305.7% $3.56万 加仓
SKOR FLEXSHARES TR $65.81万0.02%13,558 -388-2.8% -$1.88万 减仓
AVT AVNET INC $66.04万0.02%7,435 2483.5% $2.20万 加仓
ES EVERSOURCE ENERGY $66.23万0.02%9,164 6798.0% $4.91万 加仓
IEV ISHARES TR $67.01万0.02%9,198 -150-1.6% -$1.09万 减仓