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 |
|---|---|---|---|---|---|---|---|---|
| — | NORTHERN LIGHTS FD TR | $807.81万 | 0.20% | 317,534 | 317,534 | — | $807.81万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $807.40万 | 0.20% | 36,003 | 2,897 | 8.8% | $64.97万 | 加仓 |
| EFG | ISHARES TR | $787.23万 | 0.20% | 65,417 | 42,089 | 180.4% | $506.50万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $786.35万 | 0.20% | 63,165 | -6,503 | -9.3% | -$80.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $768.38万 | 0.19% | 93,579 | 83,632 | 840.8% | $686.70万 | 加仓 |
| QUAL | ISHARES TR | $767.52万 | 0.19% | 36,481 | -13,697 | -27.3% | -$288.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $742.88万 | 0.19% | 97,287 | -1,315 | -1.3% | -$10.04万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $742.03万 | 0.18% | 80,446 | 4,207 | 5.5% | $38.81万 | 加仓 |
| CVX | CHEVRON CORPORATION | $733.39万 | 0.18% | 39,440 | 16,266 | 70.2% | $302.47万 | 加仓 |
| PYLD | PIMCO ETF TR | $713.10万 | 0.18% | 270,627 | 75,483 | 38.7% | $198.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $690.40万 | 0.17% | 13,813 | -3,387 | -19.7% | -$169.29万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $682.34万 | 0.17% | 148,983 | 37,063 | 33.1% | $169.75万 | 加仓 |
| REMX | VANECK ETF TRUST | $681.52万 | 0.17% | 63,087 | 12,264 | 24.1% | $132.49万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $679.17万 | 0.17% | 12,435 | -7,946 | -39.0% | -$433.99万 | 减仓 |
| ET | ENERGY TRANSFER L P | $673.06万 | 0.17% | 336,530 | 30,757 | 10.1% | $61.51万 | 加仓 |
| PWR | QUANTA SVCS INC | $672.46万 | 0.17% | 8,781 | 771 | 9.6% | $59.04万 | 加仓 |
| V | VISA INC | $635.44万 | 0.16% | 19,467 | 1,768 | 10.0% | $57.71万 | 加仓 |
| SMH | VANECK ETF TRUST | $634.17万 | 0.16% | 11,299 | 750 | 7.1% | $42.09万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $631.70万 | 0.16% | 135,065 | 23,666 | 21.2% | $110.69万 | 加仓 |
| KLAC | KLA CORP | $630.41万 | 0.16% | 3,480 | -92 | -2.6% | -$16.67万 | 减仓 |
| MTUM | ISHARES TR | $621.29万 | 0.15% | 20,488 | 9,914 | 93.8% | $300.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $618.31万 | 0.15% | 6,537 | 1,003 | 18.1% | $94.87万 | 加仓 |
| UNP | UNION PAC CORP | $615.97万 | 0.15% | 23,192 | 7,646 | 49.2% | $203.08万 | 加仓 |
| ITOT | ISHARES TR | $614.43万 | 0.15% | 38,130 | 575 | 1.5% | $9.27万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $614.15万 | 0.15% | 246,646 | 17,917 | 7.8% | $44.61万 | 加仓 |
| HGER | HARBOR ETF TRUST | $584.73万 | 0.15% | 174,702 | 151,375 | 648.9% | $506.65万 | 加仓 |
| IWY | ISHARES TR | $581.68万 | 0.14% | 20,091 | -455 | -2.2% | -$13.17万 | 减仓 |
| ETN | EATON CORP PLC | $563.67万 | 0.14% | 14,038 | 338 | 2.5% | $13.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $561.90万 | 0.14% | 13,031 | 1,743 | 15.4% | $75.16万 | 加仓 |
| RTX | RTX CORPORATION | $561.56万 | 0.14% | 31,391 | 3,303 | 11.8% | $59.09万 | 加仓 |
| HYG | ISHARES TR | $559.51万 | 0.14% | 70,052 | 53,119 | 313.7% | $424.26万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $557.41万 | 0.14% | 71,491 | -61,121 | -46.1% | -$476.56万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $523.48万 | 0.13% | 83,264 | 56,467 | 210.7% | $355.01万 | 加仓 |
| — | BARON ETF TR | $516.11万 | 0.13% | 178,297 | 21 | 0.0% | $608 | 加仓 |
| CSCO | CISCO SYS INC | $513.83万 | 0.13% | 51,751 | 10,209 | 24.6% | $101.36万 | 加仓 |
| DE | DEERE & CO | $510.28万 | 0.13% | 8,661 | -228 | -2.6% | -$13.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $505.04万 | 0.13% | 12,741 | 1,720 | 15.6% | $68.18万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $494.85万 | 0.12% | 117,125 | 21,235 | 22.1% | $89.72万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $490.98万 | 0.12% | 28,024 | 7,089 | 33.9% | $124.20万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $490.92万 | 0.12% | 85,273 | 23,783 | 38.7% | $136.92万 | 加仓 |
| SOXX | ISHARES TR | $488.33万 | 0.12% | 9,464 | -1,647 | -14.8% | -$84.98万 | 减仓 |
| GCOW | PACER FDS TR | $485.48万 | 0.12% | 105,105 | -231 | -0.2% | -$1.07万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $479.83万 | 0.12% | 33,342 | 5,204 | 18.5% | $74.89万 | 加仓 |
| IWS | ISHARES TR | $476.12万 | 0.12% | 30,182 | -233 | -0.8% | -$3.68万 | 减仓 |
| EVER | EVERQUOTE INC | $470.84万 | 0.12% | 246,253 | 707 | 0.3% | $1.35万 | 加仓 |
| IYZ | ISHARES TR | $465.99万 | 0.12% | 111,587 | 18,206 | 19.5% | $76.03万 | 加仓 |
| QCOM | QUALCOMM INC | $465.35万 | 0.12% | 22,127 | 1,118 | 5.3% | $23.51万 | 加仓 |
| HD | HOME DEPOT INC | $464.45万 | 0.12% | 14,960 | 2,048 | 15.9% | $63.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $461.68万 | 0.12% | 11,621 | 3,308 | 39.8% | $131.42万 | 加仓 |
| IUSV | ISHARES TR | $457.27万 | 0.11% | 42,044 | 30,649 | 269.0% | $333.34万 | 加仓 |
| GE | GE AEROSPACE | $443.79万 | 0.11% | 14,920 | 2,499 | 20.1% | $74.33万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $440.70万 | 0.11% | 21,196 | -4,006 | -15.9% | -$83.29万 | 减仓 |
| GLW | CORNING INC | $434.62万 | 0.11% | 21,924 | 4,368 | 24.9% | $86.59万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $431.09万 | 0.11% | 87,177 | -38,064 | -30.4% | -$188.23万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $420.20万 | 0.10% | 82,570 | -29,500 | -26.3% | -$150.13万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $419.48万 | 0.10% | 82,868 | -10,601 | -11.3% | -$53.66万 | 减仓 |
| AMGN | AMGEN INC | $417.87万 | 0.10% | 12,426 | 3,675 | 42.0% | $123.59万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $417.13万 | 0.10% | 83,762 | -3,833 | -4.4% | -$19.09万 | 减仓 |
| IEF | ISHARES TR | $410.92万 | 0.10% | 43,567 | 41,001 | 1,597.9% | $386.72万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $410.74万 | 0.10% | 8,404 | 8,404 | — | $410.74万 | 新建仓 |
| NU | NU HLDGS LTD | $407.55万 | 0.10% | 307,122 | 3,664 | 1.2% | $4.86万 | 加仓 |
| TJX | TJX COS INC NEW | $403.45万 | 0.10% | 26,850 | 2,231 | 9.1% | $33.52万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $400.60万 | 0.10% | 30,973 | -3,500 | -10.2% | -$45.27万 | 减仓 |
| MSTR | STRATEGY INC | $400.41万 | 0.10% | 21,712 | 11,615 | 115.0% | $214.20万 | 加仓 |
| DDWM | WISDOMTREE TR | $398.95万 | 0.10% | 86,654 | 23,968 | 38.2% | $110.35万 | 加仓 |
| QDF | FLEXSHARES TR | $397.67万 | 0.10% | 45,720 | 45,720 | — | $397.67万 | 新建仓 |
| RLI | RLI CORP | $391.21万 | 0.10% | 80,613 | 40,318 | 100.1% | $195.66万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $391.16万 | 0.10% | 210,753 | 210,753 | — | $391.16万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $390.11万 | 0.10% | 9,000 | 9,000 | — | $390.11万 | 新建仓 |
| FWD | AB ACTIVE ETFS INC | $389.64万 | 0.10% | 29,079 | 29,079 | — | $389.64万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $388.50万 | 0.10% | 95,057 | 16,495 | 21.0% | $67.42万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $387.07万 | 0.10% | 24,857 | 24,857 | — | $387.07万 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $385.23万 | 0.10% | 85,399 | 32,217 | 60.6% | $145.33万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $382.09万 | 0.10% | 78,097 | 12,948 | 19.9% | $63.35万 | 加仓 |
| SYK | STRYKER CORPORATION | $379.38万 | 0.09% | 12,884 | -142 | -1.1% | -$4.18万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $377.62万 | 0.09% | 75,873 | 75,873 | — | $377.62万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $377.56万 | 0.09% | 22,694 | -3,651 | -13.9% | -$60.74万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $374.11万 | 0.09% | 17,352 | -11,597 | -40.1% | -$250.03万 | 减仓 |
| IQDF | FLEXSHARES TR | $372.87万 | 0.09% | 108,199 | 108,199 | — | $372.87万 | 新建仓 |
| SLV | ISHARES SILVER TR | $372.56万 | 0.09% | 47,430 | 6,423 | 15.7% | $50.45万 | 加仓 |
| MUNI | PIMCO ETF TR | $370.82万 | 0.09% | 70,888 | -1,146 | -1.6% | -$5.99万 | 减仓 |
| IYW | ISHARES TR | $370.02万 | 0.09% | 15,608 | 879 | 6.0% | $20.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $364.19万 | 0.09% | 151,588 | 4,638 | 3.2% | $11.14万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $364.07万 | 0.09% | 38,489 | 6,017 | 18.5% | $56.91万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $362.20万 | 0.09% | 6,952 | 993 | 16.7% | $51.73万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $362.04万 | 0.09% | 66,575 | 66,575 | — | $362.04万 | 新建仓 |
| APH | AMPHENOL CORP | $359.91万 | 0.09% | 28,146 | 16,464 | 140.9% | $210.53万 | 加仓 |
| ILCG | ISHARES TR | $358.67万 | 0.09% | 31,297 | -3,110 | -9.0% | -$35.64万 | 减仓 |
| MUB | ISHARES TR | $357.19万 | 0.09% | 33,470 | 8,094 | 31.9% | $86.38万 | 加仓 |
| MTZ | MASTEC INC | $352.59万 | 0.09% | 8,389 | 8,389 | — | $352.59万 | 新建仓 |
| NEM | NEWMONT CORP | $352.43万 | 0.09% | 29,445 | 17,962 | 156.4% | $214.99万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $351.60万 | 0.09% | 15,211 | 7,579 | 99.3% | $175.19万 | 重新持有 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $349.81万 | 0.09% | 73,182 | 1,581 | 2.2% | $7.56万 | 加仓 |
| MRK | MERCK & CO INC | $349.52万 | 0.09% | 31,104 | 8,166 | 35.6% | $91.76万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $349.19万 | 0.09% | 23,941 | 8,202 | 52.1% | $119.63万 | 加仓 |
| GRNJ | TIDAL TRUST III | $347.28万 | 0.09% | 113,342 | 45,366 | 66.7% | $139.00万 | 加仓 |
| IEZ | ISHARES TR | $345.70万 | 0.09% | 110,062 | 110,062 | — | $345.70万 | 新建仓 |
| IYE | ISHARES TR | $345.55万 | 0.09% | 56,629 | 56,629 | — | $345.55万 | 新建仓 |
| IWO | ISHARES TR | $345.40万 | 0.09% | 9,371 | -180 | -1.9% | -$6.63万 | 减仓 |
| TXN | TEXAS INSTRS INC | $343.21万 | 0.09% | 11,628 | 7,078 | 155.6% | $208.91万 | 加仓 |