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
SCHZ SCHWAB STRATEGIC TR $94.31万0.03%40,773 17,07072.0% $39.48万 加仓
SPG SIMON PPTY GROUP INC NEW $94.66万0.03%4,232 -260-5.8% -$5.82万 减仓
RPV INVESCO EXCHANGE TRADED FD T $95.54万0.03%8,394 1732.1% $1.97万 加仓
CHAT TIDAL TRUST II $95.77万0.03%9,705 2002.1% $1.97万 加仓
LGLV SPDR SERIES TRUST $96.28万0.03%5,306 -465-8.1% -$8.44万 减仓
— VIRTUS ETF TR II $96.43万0.03%39,898 10,98838.0% $26.56万 加仓
UPS UNITED PARCEL SVCS INC 看跌期权 $96.75万0.03%9,000 00.0% — 不变
BP BP PLC $97.43万0.03%26,368 -230-0.9% -$8,498 减仓
TMUS T-MOBILE US INC $97.72万0.03%5,826 -220-3.6% -$3.69万 减仓
FFEB FIRST TR EXCHNG TRADED FD VI $97.77万0.03%16,033 -1,628-9.2% -$9.93万 减仓
— BANK MONTREAL MEDIUM $97.83万0.03%13,479 -582-4.1% -$4.22万 减仓
— VIRTUS ETF TR II $98.17万0.03%34,057 9,27837.4% $26.74万 加仓
XLF SELECT SECTOR SPDR TR $99.31万0.03%18,525 -69-0.4% -$3,699 减仓
XOP SPDR SERIES TRUST $99.92万0.03%6,477 -802-11.0% -$12.37万 减仓
AIP ARTERIS INC $100.14万0.03%20,610 3501.7% $1.70万 加仓
CCJ CAMECO CORP $100.48万0.03%9,865 3033.2% $3.09万 加仓
DVY ISHARES TR $101.49万0.03%6,493 -130-2.0% -$2.03万 减仓
MAR MARRIOTT INTL INC NEW $101.81万0.03%2,747 -1,106-28.7% -$40.99万 减仓
FPX FIRST TR EXCHANGE-TRADED FD $102.18万0.03%4,956 -213-4.1% -$4.39万 减仓
FJAN FIRST TR EXCHNG TRADED FD VI $102.76万0.03%18,654 -1,404-7.0% -$7.73万 减仓
TPR TAPESTRY INC $103.09万0.03%7,043 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $103.95万0.03%1,478 -380-20.5% -$26.73万 减仓
JMUB J P MORGAN EXCHANGE TRADED F $104.57万0.03%20,643 -130-0.6% -$6,585 减仓
TRV TRAVELERS COMPANIES INC $104.66万0.03%3,170 1003.3% $3.30万 加仓
TAFI AB ACTIVE ETFS INC $106.05万0.03%42,049 5,36814.6% $13.54万 加仓
WMB WILLIAMS COS INC $106.10万0.03%14,273 1,80214.4% $13.40万 加仓
TER TERADYNE INC $106.11万0.03%2,193 -359-14.1% -$17.37万 减仓
— INVESCO EXCH TRD SLF IDX FD $106.18万0.03%50,598 9,69623.7% $20.35万 加仓
RGLO RUSSELL INVTS EXCHANGE TRADE $106.19万0.03%32,630 -458-1.4% -$1.49万 减仓
MSTR STRATEGY INC $106.89万0.03%12,296 -9,416-43.4% -$81.85万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $106.99万0.03%13,126 8146.6% $6.63万 重新持有
VLUE ISHARES TR $108.76万0.03%5,443 -199-3.5% -$3.98万 减仓
VRTX VERTEX PHARMACEUTICALS INC $109.23万0.03%2,199 -73-3.2% -$3.63万 减仓
USDU WISDOMTREE TR $109.63万0.03%40,985 9452.4% $2.53万 加仓
SCHD SCHWAB STRATEGIC TR $109.67万0.03%34,584 -18,539-34.9% -$58.79万 减仓
VLO VALERO ENERGY CORP $111.14万0.03%4,267 -1,551-26.7% -$40.40万 减仓
CNC CENTENE CORP DEL $111.94万0.03%17,439 4222.5% $2.71万 加仓
BNDC FLEXSHARES TR $111.95万0.03%50,673 -5,766-10.2% -$12.74万 减仓
EXC EXELON CORP $112.07万0.03%24,040 -6,986-22.5% -$32.57万 减仓
CL COLGATE PALMOLIVE CO $112.12万0.03%12,229 5734.9% $5.25万 加仓
SPOT SPOTIFY TECHNOLOGY S A $112.17万0.03%2,443 1597.0% $7.30万 加仓
MGK VANGUARD WORLD FD $112.31万0.03%12,776 12,776— $112.31万 新建仓
GMAY FIRST TR EXCHNG TRADED FD VI $112.48万0.03%26,134 26,134— $112.48万 新建仓
CGMS CAPITAL GRP FIXED INCM ETF T $112.55万0.03%41,181 -401-1.0% -$1.10万 减仓
TRGP TARGA RES CORP $112.94万0.03%4,212 4,212— $112.94万 新建仓
SAMT ADVISORS INNER CIRCLE FD III $113.74万0.03%23,828 13,940141.0% $66.54万 加仓
— CAMBRIA ETF TR $114.21万0.03%42,301 00.0% — 不变
MU MICRON TECHNOLOGY INC 看涨期权 $115.43万0.03%1,000 30042.9% $34.63万 加仓
COHR COHERENT CORP $115.58万0.03%2,930 -366-11.1% -$14.44万 减仓
IQDG WISDOMTREE TR $116.47万0.03%27,036 4,34719.2% $18.73万 加仓
VONG VANGUARD SCOTTSDALE FDS $116.54万0.03%9,118 -28-0.3% -$3,579 减仓
DXJ WISDOMTREE TR $116.65万0.03%6,722 -341-4.8% -$5.92万 减仓
IYH ISHARES TR $116.77万0.03%17,426 -475-2.7% -$3.18万 减仓
FLOT ISHARES TR $116.93万0.03%22,904 3,44217.7% $17.57万 加仓
QLC FLEXSHARES TR $117.11万0.03%13,031 -921-6.6% -$8.28万 减仓
MEAR ISHARES U S ETF TR $117.26万0.03%23,276 30.0% $151 加仓
FNV FRANCO NEV CORP $118.12万0.03%5,667 3165.9% $6.59万 加仓
IBKR INTERACTIVE BROKERS GROUP IN $118.69万0.03%13,636 -137-1.0% -$1.19万 减仓
PAAS PAN AMERN SILVER CORP $119.06万0.03%26,582 1,1054.3% $4.95万 加仓
VONV VANGUARD SCOTTSDALE FDS $120.70万0.04%11,353 -74-0.6% -$7,867 减仓
USB US BANCORP $120.99万0.04%20,031 5232.7% $3.16万 加仓
HONA HONEYWELL AEROSPACE INC $121.15万0.04%5,480 5,480— $121.15万 新建仓
IJT ISHARES TR $122.00万0.04%6,831 -172-2.5% -$3.07万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $122.68万0.04%40,662 6861.7% $2.07万 加仓
GD GENERAL DYNAMICS CORP $122.87万0.04%3,469 1574.7% $5.56万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $122.94万0.04%27,253 -312,931-92.0% -$1,411.64万 减仓
NFLT ETFIS SER TR I $123.54万0.04%53,831 11,71427.8% $26.88万 加仓
DFUV DIMENSIONAL ETF TRUST $124.71万0.04%22,670 60.0% $330 加仓
GM GENERAL MTRS CO $124.76万0.04%16,186 8995.9% $6.93万 加仓
DEM WISDOMTREE TR $126.13万0.04%23,448 3,57218.0% $19.21万 加仓
TLT ISHARES TR $127.39万0.04%14,741 -17,606-54.4% -$152.15万 减仓
IMCB ISHARES TR $127.69万0.04%13,224 -1,310-9.0% -$12.65万 减仓
CMI CUMMINS INC $128.95万0.04%1,808 794.6% $5.63万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $129.41万0.04%10,512 -520-4.7% -$6.40万 减仓
DBEF DBX ETF TR $129.99万0.04%23,794 -23,325-49.5% -$127.42万 减仓
— GAMCO NAT RES GOLD & INCOME $130.07万0.04%159,600 00.0% — 不变
CGUS CAPITAL GROUP CORE EQUITY ET $130.63万0.04%29,367 -5,380-15.5% -$23.93万 减仓
ROIV ROIVANT SCIENCES LTD $130.63万0.04%36,912 -376-1.0% -$1.33万 减仓
SNX TD SYNNEX CORPORATION $130.73万0.04%4,890 3,268201.5% $87.37万 加仓
MLPX GLOBAL X FDS $130.78万0.04%17,755 00.0% — 不变
XBI SPDR SERIES TRUST $131.32万0.04%8,298 2102.6% $3.32万 加仓
DLR DIGITAL RLTY TR INC $131.99万0.04%7,350 -49-0.7% -$8,799 减仓
SMIN ISHARES TR $133.41万0.04%18,862 2,64316.3% $18.69万 加仓
DTM DT MIDSTREAM INC $133.42万0.04%9,092 2232.5% $3.27万 加仓
SHOP SHOPIFY INC $134.78万0.04%11,804 1110.9% $1.27万 加仓
LITE LUMENTUM HLDGS INC $134.80万0.04%1,571 60.4% $5,148 加仓
PSX PHILLIPS 66 $135.87万0.04%8,037 -1,790-18.2% -$30.26万 减仓
DIA STATE STR SPDR DOW JONES IND $135.91万0.04%2,602 823.3% $4.28万 加仓
SNDK SANDISK CORP 看跌期权 $136.42万0.04%600 600— $136.42万 新建仓
IWN ISHARES TR $136.67万0.04%6,179 290.5% $6,415 加仓
IESC IES HOLDINGS INC $137.23万0.04%1,868 402.2% $2.94万 加仓
GSK GSK PLC $138.43万0.04%26,409 -156-0.6% -$8,177 减仓
OEF ISHARES TR $139.13万0.04%3,803 -479-11.2% -$17.52万 减仓
ADI ANALOG DEVICES INC $140.07万0.04%3,527 -3,090-46.7% -$122.72万 减仓
LQD ISHARES TR $140.24万0.04%12,858 -260-2.0% -$2.84万 减仓
FBND FIDELITY MERRIMACK STR TR $141.70万0.04%31,149 3,31211.9% $15.07万 加仓
CWB SPDR SERIES TRUST $142.77万0.04%13,241 -241-1.8% -$2.60万 减仓
SPSM SPDR SERIES TRUST $143.36万0.04%24,858 -14,921-37.5% -$86.05万 减仓
TT TRANE TECHNOLOGIES PLC $143.47万0.04%2,921 39215.5% $19.25万 加仓
HWM HOWMET AEROSPACE INC $145.37万0.04%5,407 1302.5% $3.50万 加仓