13F 机构持仓

VestGen Advisors, LLC

CHICAGO IL · SEC CIK 0002050130

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.1%
VUG 5.4%
VTV 3.2%
QQQ 2.6%
QQQ 看跌期权 2.6%
NVDA 2.5%
AAPL 2.4%
GLPI 1.9%
SPY 1.6%
AMZN 1.5%

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
TT TRANE TECHNOLOGIES PLC $118.28万0.03%2,529 -27-1.1% -$1.26万 减仓
DFUV DIMENSIONAL ETF TRUST $119.19万0.03%22,664 12,271118.1% $64.53万 加仓
DXJ WISDOMTREE TR $119.43万0.03%7,063 5,234286.2% $88.51万 重新持有
BKAG BNY MELLON ETF TRUST $120.58万0.03%28,813 28,813— $120.58万 新建仓
CMI CUMMINS INC $121.82万0.03%1,729 60153.3% $42.34万 加仓
QLC FLEXSHARES TR $122.16万0.03%13,952 13,952— $122.16万 新建仓
BSCQ INVESCO EXCH TRD SLF IDX FD $122.49万0.03%62,624 -14,983-19.3% -$29.31万 减仓
COHR COHERENT CORP $123.27万0.03%3,296 -7,112-68.3% -$266.00万 减仓
XOP SPDR SERIES TRUST $123.56万0.03%7,279 4,342147.8% $73.70万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $124.31万0.03%1,858 82780.2% $55.33万 加仓
BNDC FLEXSHARES TR $124.42万0.03%56,439 56,439— $124.42万 新建仓
IESC IES HOLDINGS INC $125.31万0.03%1,828 321.8% $2.19万 加仓
DIA STATE STR SPDR DOW JONES IND $125.49万0.03%2,520 -1-0.0% -$498 减仓
FBND FIDELITY MERRIMACK STR TR $126.69万0.03%27,837 4,29618.2% $19.55万 加仓
FNV FRANCO NEV CORP $126.82万0.03%5,351 -1,957-26.8% -$46.38万 减仓
DTM DT MIDSTREAM INC $128.67万0.03%8,869 8,869— $128.67万 新建仓
IWN ISHARES TR $128.93万0.03%6,150 -280-4.4% -$5.87万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $131.07万0.03%25,441 19,216308.7% $99.00万 加仓
MLPX GLOBAL X FDS $131.67万0.03%17,755 00.0% — 不变
FDEC FIRST TR EXCHNG TRADED FD VI $131.85万0.03%24,554 19,392375.7% $104.14万 加仓
PFF ISHARES TR $131.93万0.03%41,790 34,032438.7% $107.44万 加仓
IMCB ISHARES TR $132.11万0.03%14,534 -1,233-7.8% -$11.21万 减仓
IJK ISHARES TR $133.28万0.03%11,897 6,140106.7% $68.79万 重新持有
MAR MARRIOTT INTL INC NEW $134.95万0.03%3,853 3,066389.6% $107.39万 加仓
— GAMCO NAT RES GOLD & INCOME $135.02万0.03%159,600 21,50015.6% $18.19万 加仓
GSK GSK PLC $135.21万0.03%26,565 1,2865.1% $6.55万 加仓
TPL TEXAS PACIFIC LAND CORPORATI $138.48万0.03%3,450 3,450— $138.48万 新建仓
TDG TRANSDIGM GROUP INC $138.95万0.03%1,166 -18-1.5% -$2.14万 减仓
EXC EXELON CORP $139.56万0.03%31,026 14,10283.3% $63.43万 加仓
BSMU INVESCO EXCH TRD SLF IDX FD $140.91万0.04%64,286 -2,150-3.2% -$4.71万 减仓
CWB SPDR SERIES TRUST $141.31万0.04%13,482 11,205492.1% $117.44万 加仓
DHI D R HORTON INC $141.88万0.04%9,903 98211.0% $14.07万 加仓
HWM HOWMET AEROSPACE INC $142.35万0.04%5,277 5,277— $142.35万 新建仓
LQD ISHARES TR $142.41万0.04%13,118 6,27691.7% $68.13万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $142.79万0.04%39,976 6231.6% $2.23万 加仓
NOW SERVICENOW INC $142.95万0.04%16,062 -21,816-57.6% -$194.16万 减仓
FEM FIRST TR EXCH TRD ALPHDX FD $143.15万0.04%43,209 -529-1.2% -$1.75万 减仓
VLO VALERO ENERGY CORP $143.78万0.04%5,818 2,33567.0% $57.70万 加仓
DLR DIGITAL RLTY TR INC $144.48万0.04%7,399 2433.4% $4.74万 加仓
NBIS NEBIUS GROUP N.V. $144.61万0.04%8,074 5,554220.4% $99.48万 加仓
VYMI VANGUARD WHITEHALL FDS $145.33万0.04%14,619 9,069163.4% $90.15万 重新持有
DTCR GLOBAL X FDS $145.85万0.04%48,073 48,073— $145.85万 新建仓
PPG PPG INDS INC $147.59万0.04%13,874 13,874— $147.59万 新建仓
EIX EDISON INTL $147.99万0.04%20,765 20,765— $147.99万 新建仓
QTUM ETF SER SOLUTIONS $148.56万0.04%10,318 2312.3% $3.33万 加仓
CMCSA COMCAST CORP NEW $148.63万0.04%59,689 19,98250.3% $49.76万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $150.25万0.04%34,747 -33,587-49.2% -$145.23万 减仓
SO SOUTHERN CO $151.75万0.04%16,235 5,19747.1% $48.58万 加仓
TSCO TRACTOR SUPPLY CO $153.15万0.04%50,065 -22,357-30.9% -$68.39万 减仓
ARKW ARK ETF TR $153.53万0.04%10,540 5075.1% $7.38万 加仓
CRCL CIRCLE INTERNET GROUP INC 看涨期权 $154.56万0.04%12,500 12,500— $154.56万 新建仓
ROK ROCKWELL AUTOMATION INC $155.00万0.04%3,406 -1,540-31.1% -$70.08万 减仓
— ETF OPPORTUNITIES TRUST $155.12万0.04%58,461 -1,148-1.9% -$3.05万 减仓
LITE LUMENTUM HLDGS INC $155.31万0.04%1,565 -767-32.9% -$76.11万 减仓
PENN PENN ENTERTAINMENT INC $155.98万0.04%99,287 2,0502.1% $3.22万 加仓
D DOMINION ENERGY INC $156.62万0.04%24,893 3,73017.6% $23.47万 加仓
CGBL CAPITAL GROUP CORE BALANCED $157.37万0.04%42,214 -50,402-54.4% -$187.90万 减仓
OEF ISHARES TR $157.41万0.04%4,282 -19,370-81.9% -$712.04万 减仓
NML NEUBERGER ENGY INFRSTR & INC $157.94万0.04%154,235 9,9396.9% $10.18万 加仓
BLK BLACKROCK INC $158.04万0.04%1,447 31527.8% $34.41万 加仓
VGSH VANGUARD SCOTTSDALE FDS $158.16万0.04%27,147 27,147— $158.16万 新建仓
VXUS VANGUARD STAR FDS $159.45万0.04%18,931 13,111225.3% $110.43万 加仓
SUB ISHARES TR $160.61万0.04%15,115 4,78746.3% $50.87万 加仓
DBA INVESCO DB MULTI-SECTOR COMM $160.77万0.04%56,272 56,272— $160.77万 新建仓
PAAS PAN AMERN SILVER CORP $162.49万0.04%25,477 -10,187-28.6% -$64.97万 减仓
COP CONOCOPHILLIPS $163.04万0.04%13,832 4,44547.4% $52.39万 加仓
MCK MCKESSON CORP $163.47万0.04%2,225 44424.9% $32.62万 加仓
ROST ROSS STORES INC $163.52万0.04%7,512 5,512275.6% $119.98万 重新持有
ISTB ISHARES TR $163.65万0.04%33,917 33,917— $163.65万 新建仓
SPYV SPDR SERIES TRUST $164.69万0.04%27,347 3591.3% $2.16万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $164.84万0.04%67,918 17,03933.5% $41.35万 加仓
C CITIGROUP INC $165.56万0.04%13,094 4,93860.5% $62.43万 加仓
NVMI NOVA LTD $165.71万0.04%3,360 -644-16.1% -$31.76万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $166.14万0.04%17,005 -3,371-16.5% -$32.93万 重新持有
APP APPLOVIN CORP $167.96万0.04%3,423 38812.8% $19.04万 加仓
SCHD SCHWAB STRATEGIC TR $168.72万0.04%53,123 41,863371.8% $132.96万 加仓
ITW ILLINOIS TOOL WKS INC $168.86万0.04%6,717 -538-7.4% -$13.52万 减仓
PKG PACKAGING CORP AMER $170.18万0.04%7,737 7,737— $170.18万 新建仓
TDTT FLEXSHARES TR $170.36万0.04%70,048 70,048— $170.36万 新建仓
TIP ISHARES TR $171.66万0.04%15,448 9,728170.1% $108.10万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $171.89万0.04%11,032 -4,889-30.7% -$76.17万 减仓
PSX PHILLIPS 66 $172.40万0.04%9,827 3,99268.4% $70.04万 加仓
BSMT INVESCO EXCH TRD SLF IDX FD $172.94万0.04%74,934 -1,551-2.0% -$3.58万 减仓
VCIT VANGUARD SCOTTSDALE FDS $173.63万0.04%21,049 21,049— $173.63万 新建仓
WELL WELLTOWER INC $173.91万0.04%7,996 6,264361.7% $136.24万 加仓
DELL DELL TECHNOLOGIES INC $175.47万0.04%7,344 97415.3% $23.27万 加仓
GWW WW GRAINGER INC $175.88万0.04%1,420 -106-6.9% -$13.13万 减仓
CW CURTISS WRIGHT CORP $175.97万0.04%2,393 1,969464.4% $144.79万 加仓
EMR EMERSON ELEC CO $176.03万0.04%12,823 -15,760-55.1% -$216.35万 减仓
PH PARKER-HANNIFIN CORP $176.53万0.04%2,003 47230.8% $41.60万 加仓
CLS CELESTICA INC $176.61万0.04%4,722 -903-16.1% -$33.77万 减仓
GGN GAMCO GLOBAL GOLD NAT RES & $177.99万0.04%327,797 27,3599.1% $14.86万 加仓
HOOD ROBINHOOD MKTS INC $179.90万0.04%22,985 8,58159.6% $67.16万 加仓
KWEB KRANESHARES TRUST $182.14万0.05%62,484 7,85714.4% $22.90万 加仓
MO ALTRIA GROUP INC $185.20万0.05%26,499 5,93628.9% $41.49万 加仓
FTI TECHNIPFMC PLC $185.51万0.05%25,346 25,346— $185.51万 新建仓
CAH CARDINAL HEALTH INC $186.27万0.05%10,203 8,833644.7% $161.26万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $186.90万0.05%31,328 -2,059-6.2% -$12.28万 减仓
ABT ABBOTT LABORATORIES $187.64万0.05%22,245 1,9249.5% $16.23万 加仓
DIVO AMPLIFY ETF TR $187.82万0.05%41,189 -3,129-7.1% -$14.27万 减仓