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
CG CARLYLE GROUP INC $26.45万0.01%6,282 -1,294-17.1% -$5.45万 减仓
WEC WEC ENERGY GROUP INC $26.45万0.01%2,265 -380-14.4% -$4.44万 减仓
MLI MUELLER INDS INC $26.26万0.01%2,136 472.2% $5,778 加仓
PDO PIMCO DYNAMIC INCOME OPRNTS $26.21万0.01%19,823 330.2% $436 加仓
— TWO RDS SHARED TR $26.17万0.01%5,854 280.5% $1,251 加仓
RAVI FLEXSHARES TR $26.16万0.01%3,469 -180-4.9% -$1.36万 减仓
VOE VANGUARD INDEX FDS $26.14万0.01%1,323 1,323— $26.14万 新建仓
DNL WISDOMTREE TR $26.13万0.01%5,658 -376-6.2% -$1.74万 减仓
SCHA SCHWAB STRATEGIC TR $26.12万0.01%7,231 -5,484-43.1% -$19.81万 减仓
DFEM DIMENSIONAL ETF TRUST $26.12万0.01%6,427 20.0% $81 加仓
BABA ALIBABA GROUP HLDG LTD $26.12万0.01%2,721 -2,350-46.3% -$22.56万 减仓
HYBL SSGA ACTIVE TR $26.10万0.01%9,339 -470-4.8% -$1.31万 减仓
BSCX INVESCO EXCH TRD SLF IDX FD $26.09万0.01%12,391 1,12510.0% $2.37万 加仓
CCL CARNIVAL CORP LTD $26.03万0.01%9,112 9,112— $26.03万 新建仓
PSA PUBLIC STORAGE $25.87万0.01%813 16224.9% $5.16万 加仓
SYSB ISHARES TR $25.79万0.01%2,907 2,907— $25.79万 新建仓
POOL POOL CORP $25.75万0.01%1,198 1,198— $25.75万 新建仓
LSCC LATTICE SEMICONDUCTOR CORP $25.71万0.01%1,681 -267-13.7% -$4.08万 减仓
XLP SELECT SECTOR SPDR TR $25.60万0.01%3,082 -39-1.2% -$3,239 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $25.58万0.01%6,515 2874.6% $1.13万 加仓
HSBC HSBC HLDGS PLC $25.57万0.01%2,689 1485.8% $1.41万 加仓
SHM SPDR SERIES TRUST $25.54万0.01%5,325 841.6% $4,029 加仓
DMAR FIRST TR EXCHNG TRADED FD VI $25.54万0.01%5,709 62812.4% $2.81万 加仓
SCHM SCHWAB STRATEGIC TR $25.48万0.01%6,910 -5,400-43.9% -$19.91万 减仓
APA APA CORPORATION $25.46万0.01%7,817 1,34720.8% $4.39万 加仓
IBDR ISHARES TR $25.46万0.01%10,506 190.2% $460 加仓
URNM SPROTT FDS TR $25.38万0.01%4,826 00.0% — 不变
HSY HERSHEY CO $25.28万0.01%1,441 -310-17.7% -$5.44万 减仓
OMF ONEMAIN HLDGS INC $25.25万0.01%4,141 4,141— $25.25万 新建仓
FNDX SCHWAB STRATEGIC TR $25.22万0.01%8,108 -1,669-17.1% -$5.19万 减仓
IEI ISHARES TR $25.18万0.01%2,144 1648.3% $1.93万 加仓
CERY SPDR SERIES TRUST $25.06万0.01%7,497 -271-3.5% -$9,060 减仓
QSPT FIRST TR EXCHNG TRADED FD VI $25.04万0.01%7,187 00.0% — 不变
FSBC FIVE STAR BANCORP $24.92万0.01%5,119 5,119— $24.92万 新建仓
NRG NRG ENERGY INC $24.78万0.01%1,696 -5,205-75.4% -$76.05万 减仓
VRIG INVESCO ACTIVELY MANAGED EXC $24.71万0.01%9,856 2843.0% $7,120 加仓
EXE EXPAND ENERGY CORPORATION $24.67万0.01%2,705 -1,047-27.9% -$9.55万 减仓
KR KROGER CO $24.63万0.01%4,436 -198-4.3% -$1.10万 减仓
SLF SUN LIFE FINANCIAL INC. $24.62万0.01%3,140 -853-21.4% -$6.69万 减仓
CLH CLEAN HARBORS INC $24.56万0.01%822 -50-5.7% -$1.49万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $24.33万0.01%629 629— $24.33万 新建仓
BUG GLOBAL X FDS $24.30万0.01%6,363 -1,025-13.9% -$3.91万 重新持有
PR PERMIAN RESOURCES CORP $24.23万0.01%13,159 -12,653-49.0% -$23.29万 减仓
GPK GRAPHIC PACKAGING HLDG CO $24.19万0.01%22,885 22,885— $24.19万 新建仓
— LIBERTY BROADBAND CORP $24.12万0.01%7,253 7,253— $24.12万 新建仓
MAIN MAIN STR CAP CORP $24.12万0.01%4,649 -3,949-45.9% -$20.49万 减仓
PMAR INNOVATOR ETFS TRUST $24.10万0.01%5,044 00.0% — 不变
HIMU BLACKROCK ETF TRUST II $24.08万0.01%4,834 891.9% $4,433 加仓
NWSA NEWS CORP NEW $24.05万0.01%9,685 9,685— $24.05万 新建仓
ARTY ISHARES TR $24.00万0.01%3,151 3,151— $24.00万 新建仓
AMP AMERIPRISE FINL INC $23.95万0.01%522 -78-13.0% -$3.58万 减仓
FAPR FIRST TR EXCHNG TRADED FD VI $23.91万0.01%5,115 5,115— $23.91万 新建仓
BUFF INNOVATOR ETFS TRUST $23.86万0.01%4,530 3317.9% $1.74万 加仓
AMSF AMERISAFE INC $23.78万0.01%7,029 7,029— $23.78万 新建仓
FRME FIRST MERCHANTS CORP $23.78万0.01%5,442 2995.8% $1.31万 加仓
XT ISHARES TR $23.76万0.01%2,875 -3-0.1% -$248 减仓
CBOE CBOE GLOBAL MKTS INC $23.69万0.01%976 -558-36.4% -$13.54万 减仓
BDX BECTON DICKINSON & CO $23.62万0.01%1,561 00.0% — 不变
VLTO VERALTO CORP $23.60万0.01%2,662 -945-26.2% -$8.38万 减仓
FR FIRST INDL RLTY TR INC $23.54万0.01%3,840 -230-5.7% -$1.41万 减仓
CTVA CORTEVA INC $23.53万0.01%2,779 -188-6.3% -$1.59万 减仓
ASX ASE TECHNOLOGY HLDG CO LTD $23.50万0.01%5,208 5,208— $23.50万 新建仓
AMH AMERICAN HOMES 4 RENT $23.45万0.01%6,997 6,997— $23.45万 新建仓
IREN IREN LIMITED $23.44万0.01%5,126 5,126— $23.44万 新建仓
ORI OLD REP INTL CORP $23.37万0.01%5,711 721.3% $2,946 加仓
— FIRST TR EXCHNG TRADED FD VI $23.36万0.01%7,067 -750-9.6% -$2.48万 减仓
PTY PIMCO CORPORATE & INCOME OPP $23.34万0.01%19,400 00.0% — 不变
MORN MORNINGSTAR INC $23.28万0.01%1,492 1,492— $23.28万 新建仓
CP CANADIAN PACIFIC KANSAS CITY $23.27万0.01%2,685 1003.9% $8,665 加仓
GL GLOBE LIFE INC $23.22万0.01%1,299 -12-0.9% -$2,145 减仓
CGSM CAPITAL GRP FIXED INCM ETF T $23.08万0.01%8,746 4225.1% $1.11万 加仓
CIEN CIENA CORP $22.96万0.01%468 132.9% $6,377 加仓
EVRG EVERGY INC $22.94万0.01%2,654 1536.1% $1.32万 加仓
UNM UNUM GROUP $22.83万0.01%2,554 2,554— $22.83万 新建仓
FNDF SCHWAB STRATEGIC TR $22.81万0.01%4,323 -629-12.7% -$3.32万 减仓
TAP MOLSON COORS BEVERAGE CO $22.77万0.01%5,844 5,844— $22.77万 新建仓
HTB HOMETRUST BANCSHARES INC $22.73万0.01%4,557 4,557— $22.73万 新建仓
INTA INTAPP INC $22.60万0.01%8,963 8,963— $22.60万 新建仓
NTNX NUTANIX INC $22.42万0.01%4,400 4,400— $22.42万 新建仓
URA GLOBAL X FDS $22.37万0.01%5,119 -371-6.8% -$1.62万 减仓
EXPE EXPEDIA GROUP INC $22.34万0.01%873 -5,122-85.4% -$131.06万 重新持有
FMAY FIRST TR EXCHNG TRADED FD VI $22.30万0.01%3,968 3,968— $22.30万 新建仓
SCHF SCHWAB STRATEGIC TR $22.27万0.01%8,041 -908-10.1% -$2.52万 减仓
NFG NATIONAL FUEL GAS CO $22.26万0.01%2,883 2,883— $22.26万 新建仓
SCHX SCHWAB STRATEGIC TR $22.17万0.01%7,534 -755-9.1% -$2.22万 减仓
SPHB INVESCO EXCH TRADED FD TR II $22.17万0.01%1,425 -661-31.7% -$10.28万 重新持有
CGMM CAPITAL GROUP EQUITY ETF TR $22.16万0.01%6,722 -95-1.4% -$3,132 减仓
SCHV SCHWAB STRATEGIC TR $22.15万0.01%6,362 -7-0.1% -$244 减仓
AKAM AKAMAI TECHNOLOGIES INC $22.14万0.01%1,873 48534.9% $5.73万 加仓
NUMV NUSHARES ETF TR $22.06万0.01%5,073 00.0% — 不变
SAN BANCO SANTANDER SA $22.06万0.01%15,982 3,46327.7% $4.78万 加仓
— INVESCO EXCHANGE TRADED FD T $22.04万0.01%2,459 -2-0.1% -$179 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $22.03万0.01%4,168 4,168— $22.03万 新建仓
AMKR AMKOR TECHNOLOGY INC $22.02万0.01%2,554 2,554— $22.02万 新建仓
EXR EXTRA SPACE STORAGE INC $21.85万0.01%1,503 -128-7.8% -$1.86万 减仓
VRSK VERISK ANALYTICS INC $21.84万0.01%1,217 1,217— $21.84万 新建仓
XSD SPDR SERIES TRUST $21.83万0.01%350 350— $21.83万 新建仓
CSGP COSTAR GROUP INC $21.82万0.01%7,704 7,704— $21.82万 新建仓
NVR NVR INC $21.80万0.01%32 32— $21.80万 新建仓
SNDR SCHNEIDER NATIONAL INC $21.77万0.01%5,959 5,959— $21.77万 新建仓