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
SHV ISHARES TR $67.39万0.02%6,107 -95-1.5% -$1.05万 减仓
BX BLACKSTONE INC $67.66万0.02%5,750 -148-2.5% -$1.74万 减仓
VNQ VANGUARD INDEX FDS $67.83万0.02%7,034 -7-0.1% -$675 减仓
XEL XCEL ENERGY INC $67.91万0.02%8,457 -461-5.2% -$3.70万 减仓
ARKQ ARK ETF TR $68.21万0.02%5,159 -54-1.0% -$7,140 减仓
— WISDOMTREE TR $68.87万0.02%10,407 -298-2.8% -$1.97万 减仓
AJG GALLAGHER ARTHUR J & CO $68.96万0.02%3,004 1706.0% $3.90万 加仓
SCHW SCHWAB CHARLES CORP $69.01万0.02%7,479 1,14918.2% $10.60万 加仓
NVT NVENT ELEC PLC $69.10万0.02%4,074 100.2% $1,696 加仓
— DIMENSIONAL ETF TRUST $69.10万0.02%8,392 00.0% — 不变
MDT MEDTRONIC PLC $69.41万0.02%8,872 -1,399-13.6% -$10.94万 减仓
PDBA INVESCO ACTVELY MNGD ETC FD $69.82万0.02%19,600 19,600— $69.82万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $69.98万0.02%3,125 2468.5% $5.51万 加仓
— INVESCO EXCH TRD SLF IDX FD $70.07万0.02%27,155 16,589157.0% $42.81万 加仓
TILT FLEXSHARES TR $70.67万0.02%2,560 -211-7.6% -$5.83万 减仓
ALB ALBEMARLE CORP $71.35万0.02%5,284 1022.0% $1.38万 加仓
DBP INVESCO DB MULTI-SECTOR COMM $71.57万0.02%7,740 -38-0.5% -$3,514 减仓
MEDP MEDPACE HLDGS INC $71.65万0.02%1,353 -46-3.3% -$2.44万 减仓
JIG J P MORGAN EXCHANGE TRADED F $71.68万0.02%8,222 410.5% $3,574 加仓
BSMW INVESCO EXCH TRD SLF IDX FD $72.07万0.02%28,667 -11,201-28.1% -$28.16万 减仓
SPGI S&P GLOBAL INC $72.10万0.02%1,770 -337-16.0% -$13.73万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $72.14万0.02%15,849 -327-2.0% -$1.49万 减仓
IJK ISHARES TR $72.14万0.02%6,140 -5,757-48.4% -$67.64万 减仓
CRWV COREWEAVE INC $72.16万0.02%7,249 84913.3% $8.45万 加仓
OUSM ALPS ETF TR $72.39万0.02%15,234 -409-2.6% -$1.94万 减仓
SNPS SYNOPSYS INC $72.58万0.02%1,627 38631.1% $17.22万 加仓
USMV ISHARES TR $72.99万0.02%7,567 -531-6.6% -$5.12万 减仓
EXEL EXELIXIS INC $73.19万0.02%13,451 -6,923-34.0% -$37.67万 减仓
ESGU ISHARES TR $73.50万0.02%4,491 1683.9% $2.75万 加仓
TLTD FLEXSHARES TR $73.83万0.02%7,528 -582-7.2% -$5.71万 减仓
ASTS AST SPACEMOBILE INC $74.20万0.02%8,350 170.2% $1,511 加仓
TTD THE TRADE DESK INC $74.25万0.02%41,067 3790.9% $6,852 加仓
WES WESTERN MIDSTREAM PARTNERS L $74.31万0.02%16,981 3672.2% $1.61万 加仓
— FIRST TR EXCHNG TRADED FD VI $74.45万0.02%16,767 6,56864.4% $29.17万 加仓
ECL ECOLAB INC $74.55万0.02%2,676 -78-2.8% -$2.17万 减仓
MDLZ MONDELEZ INTL INC $74.59万0.02%12,895 -1,434-10.0% -$8.29万 减仓
LNT ALLIANT ENERGY CORP $74.88万0.02%9,815 1181.2% $9,002 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.02%1 00.0% — 不变
CGGR CAPITAL GROUP GROWTH ETF $75.37万0.02%15,968 -4,036-20.2% -$19.05万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $75.89万0.02%5,259 -90-1.7% -$1.30万 减仓
ILTB ISHARES TR $76.05万0.02%15,442 3,92534.1% $19.33万 加仓
HUBB HUBBELL INC $76.07万0.02%1,454 00.0% — 不变
MGV VANGUARD WORLD FD $76.10万0.02%4,656 4,656— $76.10万 新建仓
XLSR SSGA ACTIVE TR $76.15万0.02%11,741 -383-3.2% -$2.48万 减仓
QUS SPDR SERIES TRUST $76.18万0.02%4,077 -80-1.9% -$1.49万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $76.42万0.02%2,183 1296.3% $4.52万 加仓
BLOK AMPLIFY ETF TR $76.75万0.02%12,255 -505-4.0% -$3.16万 减仓
FDX FEDEX CORP $77.23万0.02%2,466 33015.4% $10.34万 加仓
GAPR FIRST TR EXCHNG TRADED FD VI $77.66万0.02%18,636 4,67833.5% $19.50万 加仓
AMLP ALPS ETF TR $77.68万0.02%14,982 2,22217.4% $11.52万 加仓
USFR WISDOMTREE TR $78.51万0.02%15,592 1,71412.4% $8.63万 加仓
AEP AMERICAN ELEC PWR CO INC $78.68万0.02%5,751 -655-10.2% -$8.96万 减仓
BKNG BOOKING HOLDINGS INC $78.90万0.02%4,427 -192,898-97.8% -$3,437.97万 减仓
LNG CHENIERE ENERGY INC $78.97万0.02%3,304 55320.1% $13.22万 加仓
PLD PROLOGIS INC. $78.99万0.02%5,831 -194-3.2% -$2.63万 减仓
— VIRTUS ETF TR II $79.18万0.02%36,447 12,21250.4% $26.53万 加仓
CSX CSX CORP $79.80万0.02%16,789 9736.2% $4.62万 加仓
JCI JOHNSON CONTROLS INTERNATION $79.92万0.02%5,470 3727.3% $5.44万 加仓
KRE SPDR SERIES TRUST $80.23万0.02%10,718 2,95138.0% $22.09万 加仓
TCHP T ROWE PRICE EXCHANGE-TRADED $80.32万0.02%16,035 -2,729-14.5% -$13.67万 减仓
EZU ISHARES INC $80.78万0.02%11,623 -213-1.8% -$1.48万 减仓
OUNZ VANECK MERK GOLD ETF $81.75万0.02%21,183 1,0195.1% $3.93万 加仓
ABNB AIRBNB INC $82.08万0.02%5,736 3807.1% $5.44万 加仓
WCC WESCO INTL INC $82.26万0.02%2,381 28213.4% $9.74万 加仓
XAR SPDR SERIES TRUST $83.75万0.02%2,951 -200-6.3% -$5.68万 减仓
YUM YUM BRANDS INC $84.00万0.02%5,255 -1,105-17.4% -$17.66万 减仓
BMO BANK MONTREAL MEDIUM $84.14万0.02%4,762 1322.9% $2.33万 加仓
CQQQ INVESCO EXCH TRADED FD TR II $84.28万0.02%14,778 5,26355.3% $30.01万 加仓
MMM 3M CO $84.59万0.02%5,224 1282.5% $2.07万 加仓
HUBG HUB GROUP INC $84.94万0.02%19,398 -25-0.1% -$1,095 减仓
EMEQ NOMURA ETF TR $85.54万0.02%11,740 -1,058-8.3% -$7.71万 减仓
TOTL SSGA ACTIVE ETF TR $85.59万0.02%21,684 -1,471-6.4% -$5.81万 减仓
ELAN ELANCO ANIMAL HEALTH INC $86.04万0.03%34,961 -2,019-5.5% -$4.97万 减仓
PMMF BLACKROCK ETF TRUST $86.14万0.03%8,587 8,587— $86.14万 新建仓
CVS CVS HEALTH CORP $86.15万0.03%8,327 1,80927.8% $18.71万 加仓
CARR CARRIER GLOBAL CORPORATION $86.16万0.03%11,746 9418.7% $6.90万 加仓
SNOW SNOWFLAKE INC $87.75万0.03%3,448 36211.7% $9.21万 加仓
ICLN ISHARES TR $88.20万0.03%43,044 50.0% $102 加仓
EBAY EBAY INC. $88.33万0.03%7,904 3504.6% $3.91万 加仓
VYMI VANGUARD WHITEHALL FDS $88.36万0.03%8,998 -5,621-38.4% -$55.20万 减仓
DHR DANAHER CORP DEL $88.71万0.03%4,657 -873-15.8% -$16.63万 减仓
SIL GLOBAL X FDS $88.73万0.03%11,455 1,71717.6% $13.30万 加仓
SGDM SPROTT ETF TRUST $88.83万0.03%14,129 8836.7% $5.55万 加仓
IVLU ISHARES TR $89.50万0.03%21,400 2241.1% $9,368 加仓
— TEVA PHARMACEUTICAL INDS LTD $90.20万0.03%26,623 -3,871-12.7% -$13.11万 减仓
SHW SHERWIN WILLIAMS CO $90.50万0.03%2,628 -871-24.9% -$29.99万 减仓
CLF CLEVELAND-CLIFFS INC NEW $90.68万0.03%96,569 5080.5% $4,770 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $90.85万0.03%33,072 1,9396.2% $5.33万 加仓
AFL AFLAC INC $91.50万0.03%7,803 1992.6% $2.33万 加仓
SYY SYSCO CORP $91.51万0.03%10,949 8448.4% $7.05万 加仓
CGHM CAPITAL GRP FIXED INCM ETF T $91.57万0.03%35,422 2,4847.5% $6.42万 加仓
FANG DIAMONDBACK ENERGY INC $91.78万0.03%5,221 -5,847-52.8% -$102.78万 减仓
NVDA NVIDIA CORPORATION 看跌期权 $92.04万0.03%4,600 00.0% — 不变
FN FABRINET $92.12万0.03%1,639 150.9% $8,431 加仓
IBB ISHARES TR $92.24万0.03%4,850 62314.7% $11.85万 加仓
BINC BLACKROCK ETF TRUST II $92.47万0.03%17,667 2,24414.5% $11.75万 加仓
TGT TARGET CORP $93.24万0.03%7,138 -235-3.2% -$3.07万 减仓
MTZ MASTEC INC $93.49万0.03%2,247 -6,142-73.2% -$255.54万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $93.59万0.03%57,118 12,43027.8% $20.37万 加仓
RGLD ROYAL GOLD INC $93.84万0.03%4,701 -4-0.1% -$798 减仓