VestGen Advisors, LLC
CHICAGO IL · SEC CIK 0002050130
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $189.97万 | 0.05% | 25,268 | 7,178 | 39.7% | $53.96万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $191.23万 | 0.05% | 15,290 | 2,585 | 20.3% | $32.33万 | 加仓 |
| IUSB | ISHARES TR | $191.68万 | 0.05% | 41,697 | 36,956 | 779.5% | $169.89万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $193.39万 | 0.05% | 89,245 | 89,245 | — | $193.39万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $194.30万 | 0.05% | 116,311 | 24,943 | 27.3% | $41.67万 | 加仓 |
| LIN | LINDE PLC | $196.96万 | 0.05% | 3,909 | 674 | 20.8% | $33.96万 | 加仓 |
| DIS | DISNEY WALT CO | $197.15万 | 0.05% | 18,571 | 4,472 | 31.7% | $47.48万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $197.34万 | 0.05% | 16,791 | -17,644 | -51.2% | -$207.37万 | 减仓 |
| EWZ | ISHARES INC | $197.76万 | 0.05% | 51,716 | 51,716 | — | $197.76万 | 新建仓 |
| OKE | ONEOK INC NEW | $199.40万 | 0.05% | 22,548 | 19,318 | 598.1% | $170.83万 | 重新持有 |
| SBUX | STARBUCKS CORP | $200.46万 | 0.05% | 18,808 | 2,856 | 17.9% | $30.44万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $200.64万 | 0.05% | 85,744 | -519 | -0.6% | -$1.21万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $205.09万 | 0.05% | 36,331 | 14,374 | 65.5% | $81.14万 | 加仓 |
| PFE | PFIZER INC | $205.54万 | 0.05% | 79,451 | 12,488 | 18.6% | $32.31万 | 加仓 |
| IWB | ISHARES TR | $207.40万 | 0.05% | 5,154 | 393 | 8.3% | $15.81万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $208.02万 | 0.05% | 77,678 | 77,678 | — | $208.02万 | 新建仓 |
| CRM | SALESFORCE INC | $208.39万 | 0.05% | 12,165 | -5,642 | -31.7% | -$96.65万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $208.68万 | 0.05% | 4,832 | 524 | 12.2% | $22.63万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $208.87万 | 0.05% | 44,553 | -23 | -0.1% | -$1,078 | 减仓 |
| SPSM | SPDR SERIES TRUST | $210.07万 | 0.05% | 39,779 | 27,540 | 225.0% | $145.44万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $210.65万 | 0.05% | 64,914 | 8,356 | 14.8% | $27.12万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $210.84万 | 0.05% | 1,318 | 435 | 49.3% | $69.59万 | 加仓 |
| LOW | LOWES COS INC | $212.38万 | 0.05% | 9,459 | 784 | 9.0% | $17.60万 | 加仓 |
| AGG | ISHARES TR | $215.73万 | 0.05% | 21,873 | 10,834 | 98.1% | $106.86万 | 加仓 |
| ALL | ALLSTATE CORP | $216.14万 | 0.05% | 10,031 | 1,225 | 13.9% | $26.39万 | 加仓 |
| HYGV | FLEXSHARES TR | $216.35万 | 0.05% | 53,872 | 53,872 | — | $216.35万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $218.61万 | 0.05% | 7,430 | 1,972 | 36.1% | $58.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $218.72万 | 0.05% | 33,124 | 7,254 | 28.0% | $47.90万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $218.76万 | 0.05% | 92,597 | -3,960 | -4.1% | -$9.36万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $219.32万 | 0.05% | 11,068 | 6,315 | 132.9% | $125.13万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $220.58万 | 0.05% | 81,772 | -9,881 | -10.8% | -$26.65万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $220.61万 | 0.05% | 12,653 | 5,443 | 75.5% | $94.90万 | 加仓 |
| FXI | ISHARES TR | $221.72万 | 0.06% | 59,394 | -3,081 | -4.9% | -$11.50万 | 减仓 |
| VST | VISTRA CORP | $222.36万 | 0.06% | 15,140 | 454 | 3.1% | $6.67万 | 加仓 |
| OGN | ORGANON & CO | $227.09万 | 0.06% | 170,619 | 170,619 | — | $227.09万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $227.68万 | 0.06% | 45,632 | -3,159 | -6.5% | -$15.76万 | 减仓 |
| BAC | BANK AMERICA CORP | $229.67万 | 0.06% | 45,228 | 5,341 | 13.4% | $27.12万 | 加仓 |
| IEMG | ISHARES INC | $231.57万 | 0.06% | 28,784 | 11,464 | 66.2% | $92.23万 | 加仓 |
| MS | MORGAN STANLEY | $231.86万 | 0.06% | 12,083 | 2,557 | 26.8% | $49.07万 | 加仓 |
| ETR | ENTERGY CORP NEW | $232.14万 | 0.06% | 20,556 | 16,128 | 364.2% | $182.14万 | 重新持有 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $234.39万 | 0.06% | 125,779 | 24,875 | 24.7% | $46.35万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $237.66万 | 0.06% | 17,894 | 3,379 | 23.3% | $44.88万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $238.97万 | 0.06% | 60,930 | -19,973 | -24.7% | -$78.33万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $239.01万 | 0.06% | 11,106 | 61 | 0.6% | $1.31万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $239.16万 | 0.06% | 6,111 | 629 | 11.5% | $24.62万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $243.27万 | 0.06% | 50,755 | 1,247 | 2.5% | $5.98万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $243.92万 | 0.06% | 28,406 | -9,663 | -25.4% | -$82.98万 | 减仓 |
| DBEF | DBX ETF TR | $244.08万 | 0.06% | 47,119 | 33,193 | 238.4% | $171.94万 | 重新持有 |
| KO | COCA COLA CO | $246.75万 | 0.06% | 30,832 | 11,051 | 55.9% | $88.44万 | 加仓 |
| — | AVANOS MED INC | $249.93万 | 0.06% | 101,063 | 101,063 | — | $249.93万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $250.44万 | 0.06% | 29,712 | 303 | 1.0% | $2.55万 | 加仓 |
| BA | BOEING CO | $251.08万 | 0.06% | 10,600 | 2,599 | 32.5% | $61.56万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $251.89万 | 0.06% | 18,666 | -7,041 | -27.4% | -$95.01万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $252.38万 | 0.06% | 37,082 | -30,533 | -45.2% | -$207.81万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $253.12万 | 0.06% | 57,842 | 2,035 | 3.6% | $8.91万 | 加仓 |
| USRT | ISHARES TR | $253.66万 | 0.06% | 38,911 | 19,984 | 105.6% | $130.28万 | 加仓 |
| IJR | ISHARES TR | $254.30万 | 0.06% | 18,727 | 13,171 | 237.1% | $178.85万 | 加仓 |
| URI | UNITED RENTALS INC | $254.88万 | 0.06% | 2,667 | 209 | 8.5% | $19.97万 | 加仓 |
| AON | AON PLC | $256.40万 | 0.06% | 8,105 | 1,091 | 15.6% | $34.51万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $256.41万 | 0.06% | 6,038 | 6,038 | — | $256.41万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $258.57万 | 0.06% | 13,251 | -1,145 | -8.0% | -$22.34万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $258.64万 | 0.06% | 67,777 | 18,790 | 38.4% | $71.70万 | 加仓 |
| MPC | MARATHON PETE CORP | $258.95万 | 0.06% | 10,276 | 1,487 | 16.9% | $37.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $259.45万 | 0.06% | 33,875 | -27,729 | -45.0% | -$212.38万 | 减仓 |
| JBL | JABIL INC | $261.63万 | 0.07% | 7,458 | 2,113 | 39.5% | $74.12万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $262.10万 | 0.07% | 18,763 | -604 | -3.1% | -$8.44万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $262.39万 | 0.07% | 16,062 | 16,062 | — | $262.39万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $263.58万 | 0.07% | 8,185 | 663 | 8.8% | $21.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $264.12万 | 0.07% | 8,403 | 721 | 9.4% | $22.66万 | 加仓 |
| IAGG | ISHARES TR | $265.51万 | 0.07% | 53,229 | 44,428 | 504.8% | $221.61万 | 加仓 |
| WM | WASTE MGMT INC DEL | $265.59万 | 0.07% | 12,203 | -3,316 | -21.4% | -$72.17万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $269.00万 | 0.07% | 9,162 | 2,142 | 30.5% | $62.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $269.38万 | 0.07% | 5,865 | 502 | 9.4% | $23.06万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $271.29万 | 0.07% | 54,127 | -406 | -0.7% | -$2.03万 | 减仓 |
| TLT | ISHARES TR | $274.91万 | 0.07% | 32,347 | 15,510 | 92.1% | $131.82万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $275.81万 | 0.07% | 15,014 | 3,802 | 33.9% | $69.84万 | 加仓 |
| ADI | ANALOG DEVICES INC | $277.70万 | 0.07% | 6,617 | 3,772 | 132.6% | $158.30万 | 加仓 |
| EEM | ISHARES TR | $279.52万 | 0.07% | 42,467 | 24,551 | 137.0% | $161.60万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $284.73万 | 0.07% | 117,901 | -34,108 | -22.4% | -$82.37万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $287.69万 | 0.07% | 146,333 | 12,405 | 9.3% | $24.39万 | 加仓 |
| EME | EMCOR GROUP INC | $288.02万 | 0.07% | 3,114 | 2,258 | 263.8% | $208.85万 | 加仓 |
| GDX | VANECK ETF TRUST | $288.43万 | 0.07% | 29,692 | -589 | -1.9% | -$5.72万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $288.60万 | 0.07% | 7,861 | 2,002 | 34.2% | $73.50万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $295.42万 | 0.07% | 8,251 | -4,800 | -36.8% | -$171.86万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $296.59万 | 0.07% | 145,282 | 27,572 | 23.4% | $56.29万 | 加仓 |
| MAGS | LISTED FDS TR | $302.47万 | 0.08% | 43,760 | 1,832 | 4.4% | $12.66万 | 加仓 |
| ASML | ASML HLDG NV | $304.64万 | 0.08% | 2,003 | -633 | -24.0% | -$96.28万 | 减仓 |
| IGF | ISHARES TR | $306.72万 | 0.08% | 45,528 | 45,528 | — | $306.72万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $310.70万 | 0.08% | 21,005 | 17,503 | 499.8% | $258.90万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $313.81万 | 0.08% | 95,180 | 95,180 | — | $313.81万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $313.91万 | 0.08% | 5,623 | 2,740 | 95.0% | $152.96万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $314.38万 | 0.08% | 144,147 | 4,260 | 3.0% | $9.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $314.57万 | 0.08% | 16,828 | 7,379 | 78.1% | $137.94万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $316.07万 | 0.08% | 45,418 | 615 | 1.4% | $4.28万 | 加仓 |
| — | HONEYWELL INTL INC | $316.26万 | 0.08% | 14,471 | 5,843 | 67.7% | $127.70万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $317.98万 | 0.08% | 20,602 | 691 | 3.5% | $10.67万 | 加仓 |
| DGRO | ISHARES TR | $318.69万 | 0.08% | 43,430 | 2,657 | 6.5% | $19.50万 | 加仓 |
| VO | VANGUARD INDEX FDS | $321.09万 | 0.08% | 41,581 | 32,761 | 371.4% | $252.98万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $321.61万 | 0.08% | 42,973 | 6,717 | 18.5% | $50.27万 | 加仓 |
| T | AT&T INC | $322.05万 | 0.08% | 127,646 | 35,929 | 39.2% | $90.65万 | 加仓 |