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
HGER HARBOR ETF TRUST $726.47万0.21%247,605 72,90341.7% $213.90万 加仓
PYLD PIMCO ETF TR $721.69万0.21%272,129 1,5020.6% $3.98万 加仓
MCD MCDONALDS CORP $717.42万0.21%26,540 -3,645-12.1% -$98.53万 减仓
UNH UNITEDHEALTH GROUP INC $710.92万0.21%17,105 4,36434.3% $181.38万 加仓
UBER UBER TECHNOLOGIES INC $709.57万0.21%98,333 1,0461.1% $7.55万 加仓
MA MASTERCARD INCORPORATED $701.02万0.20%13,649 -164-1.2% -$8.42万 减仓
SPEM SPDR INDEX SHS FDS $695.99万0.20%134,413 -60,170-30.9% -$311.56万 减仓
BKIE BNY MELLON ETF TRUST $694.19万0.20%69,005 -19,617-22.1% -$197.35万 减仓
NFLX NETFLIX INC. $693.69万0.20%97,156 -665-0.7% -$4.75万 减仓
ARM ARM HOLDINGS PLC $678.66万0.20%19,141 -2,055-9.7% -$72.86万 减仓
SMH VANECK ETF TRUST $670.33万0.20%10,220 -1,079-9.5% -$70.77万 减仓
MOAT VANECK ETF TRUST $651.57万0.19%62,675 -33,689-35.0% -$350.23万 减仓
GS GOLDMAN SACHS GROUP INC $641.18万0.19%6,340 -197-3.0% -$19.92万 减仓
UNP UNION PAC CORP $640.03万0.19%23,530 3381.5% $9.19万 加仓
FDL FIRST TR EXCHANGE-TRADED FD $638.88万0.19%131,294 44,11750.6% $214.67万 加仓
ITOT ISHARES TR $626.03万0.18%38,110 -20-0.1% -$3,285 减仓
ET ENERGY TRANSFER L P $620.85万0.18%324,712 -11,818-3.5% -$22.60万 减仓
FLEX FLEX LTD $619.92万0.18%38,250 19,487103.9% $315.83万 加仓
ORCL ORACLE CORP $619.75万0.18%42,289 -3,403-7.4% -$49.87万 减仓
RTX RTX CORPORATION $605.33万0.18%31,905 5141.6% $9.75万 加仓
ETN EATON CORP PLC $605.26万0.18%14,204 1661.2% $7.07万 加仓
BAI BLACKROCK ETF TRUST $600.99万0.18%113,997 -21,068-15.6% -$111.07万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $598.41万0.17%237,746 -8,900-3.6% -$22.40万 减仓
DE DEERE & CO $590.22万0.17%9,305 6447.4% $40.85万 加仓
EVER EVERQUOTE INC $586.24万0.17%246,421 1680.1% $3,997 加仓
GE GE AEROSPACE $582.23万0.17%15,579 6594.4% $24.63万 加仓
— BARON ETF TR $576.32万0.17%177,432 -865-0.5% -$2.81万 减仓
V VISA INC $572.55万0.17%16,688 -2,779-14.3% -$95.35万 减仓
CME CME GROUP INC $572.29万0.17%25,916 -20,923-44.7% -$462.03万 减仓
PWR QUANTA SVCS INC $571.71万0.17%7,940 -841-9.6% -$60.56万 减仓
MTUM ISHARES TR $566.51万0.17%16,525 -3,963-19.3% -$135.86万 减仓
GLW CORNING INC $562.92万0.16%22,038 1140.5% $2.91万 加仓
REMX VANECK ETF TRUST $561.18万0.16%63,411 3240.5% $2.87万 加仓
SOXX ISHARES TR $558.50万0.16%8,716 -748-7.9% -$47.93万 减仓
HYG ISHARES TR $554.22万0.16%69,303 -749-1.1% -$5.99万 减仓
WDC WESTERN DIGITAL CORP $552.56万0.16%8,651 2472.9% $15.78万 加仓
BSV VANGUARD BD INDEX FDS $552.13万0.16%70,867 -624-0.9% -$4.86万 减仓
QCOM QUALCOMM INC $543.38万0.16%29,405 7,27832.9% $134.49万 加仓
IWY ISHARES TR $540.12万0.16%18,585 -1,506-7.5% -$43.77万 减仓
XLG INVESCO EXCHANGE TRADED FD T $536.39万0.16%87,602 4,3385.2% $26.56万 加仓
CVX CHEVRON CORPORATION $532.60万0.16%32,131 -7,309-18.5% -$121.15万 减仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $526.80万0.15%11,031 -590-5.1% -$28.18万 减仓
HD HOME DEPOT INC $521.73万0.15%14,793 -167-1.1% -$5.89万 减仓
RLI RLI CORP $508.71万0.15%86,120 5,5076.8% $32.53万 加仓
IWS ISHARES TR $490.47万0.14%29,798 -384-1.3% -$6.32万 减仓
APH AMPHENOL CORP $479.95万0.14%27,220 -926-3.3% -$16.33万 减仓
PM PHILIP MORRIS INTL INC $479.89万0.14%26,526 9,69857.6% $175.45万 加仓
PG PROCTER & GAMBLE CO $473.77万0.14%32,308 -1,034-3.1% -$15.16万 减仓
ITA ISHARES TR $473.50万0.14%19,532 15,028333.7% $364.32万 加仓
IYZ ISHARES TR $467.06万0.14%110,390 -1,197-1.1% -$5.06万 减仓
GCOW PACER FDS TR $466.52万0.14%107,742 2,6372.5% $11.42万 加仓
SHY ISHARES TR $457.45万0.13%55,712 15,57238.8% $127.86万 加仓
FWD AB ACTIVE ETFS INC $451.11万0.13%30,456 1,3774.7% $20.40万 加仓
IGV ISHARES TR $449.59万0.13%49,624 38,103330.7% $345.21万 加仓
VEU VANGUARD INTL EQUITY INDEX F $449.25万0.13%53,642 -39,937-42.7% -$334.47万 减仓
VO VANGUARD INDEX FDS $448.06万0.13%55,611 -110,713-66.6% -$892.01万 减仓
JAAA JANUS DETROIT STR TR $446.20万0.13%88,374 5,5066.6% $27.80万 加仓
BLCR BLACKROCK ETF TRUST $443.74万0.13%88,097 12,22416.1% $61.57万 加仓
IYW ISHARES TR $440.57万0.13%17,467 1,85911.9% $46.89万 加仓
XLK SELECT SECTOR SPDR TR $439.74万0.13%23,081 -4,943-17.6% -$94.17万 减仓
AMD ADVANCED MICRO DEVICES INC 看跌期权 $435.68万0.13%7,500 7,500— $435.68万 新建仓
AIRR FIRST TR EXCHANGE TRADED FD $428.96万0.13%32,192 1,2193.9% $16.24万 加仓
XLE SELECT SECTOR SPDR TR $423.96万0.12%79,827 -5,446-6.4% -$28.92万 减仓
IEFA ISHARES TR $422.12万0.12%43,707 -43,207-49.7% -$417.29万 减仓
JMST J P MORGAN EXCHANGE TRADED F $421.11万0.12%82,570 00.0% — 不变
TJX TJX COS INC NEW $416.51万0.12%27,492 6422.4% $9.73万 加仓
MRK MERCK & CO INC $413.27万0.12%32,161 1,0573.4% $13.58万 加仓
JMBS JANUS DETROIT STR TR $413.09万0.12%91,818 6,4197.5% $28.88万 加仓
DDWM WISDOMTREE TR $412.58万0.12%89,341 2,6873.1% $12.41万 加仓
IBM INTERNATIONAL BUSINESS MACHS $408.30万0.12%14,520 -180-1.2% -$5.06万 减仓
PENG PENGUIN SOLUTIONS INC $407.59万0.12%53,623 53,623— $407.59万 新建仓
MUB ISHARES TR $405.90万0.12%37,716 4,24612.7% $45.70万 加仓
ASML ASML HLDG NV $404.06万0.12%2,031 281.4% $5.57万 加仓
QDF FLEXSHARES TR $398.26万0.12%44,290 -1,430-3.1% -$12.86万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $395.71万0.12%44,041 1,0682.5% $9.60万 加仓
MRVL MARVELL TECHNOLOGY INC $393.39万0.11%13,206 -53,784-80.3% -$1,602.16万 减仓
TXN TEXAS INSTRS INC $393.18万0.11%13,191 1,56313.4% $46.59万 加仓
SPDW SPDR INDEX SHS FDS $390.22万0.11%77,440 -6,322-7.5% -$31.86万 减仓
GOVT ISHARES TR $389.17万0.11%170,838 126,876288.6% $289.02万 加仓
XLV SELECT SECTOR SPDR TR $388.98万0.11%24,517 5762.4% $9.14万 加仓
CRS CARPENTER TECHNOLOGY CORP $387.63万0.11%6,284 2464.1% $15.17万 加仓
XMMO INVESCO EXCHANGE TRADED FD T $385.30万0.11%22,646 -48-0.2% -$8,167 减仓
CORO BLACKROCK ETF TRUST $382.11万0.11%104,402 104,402— $382.11万 新建仓
IGF ISHARES TR $377.52万0.11%56,684 11,15624.5% $74.30万 加仓
IDEF BLACKROCK ETF TRUST $376.84万0.11%118,579 23,39924.6% $74.36万 加仓
IWO ISHARES TR $369.74万0.11%9,385 140.1% $5,516 加仓
VGLT VANGUARD SCOTTSDALE FDS $368.72万0.11%66,821 2460.4% $1.36万 加仓
— FIRST TR EXCHNG TRADED FD VI $367.73万0.11%151,388 -200-0.1% -$4,858 减仓
MBB ISHARES TR $366.56万0.11%38,781 31,814456.6% $300.71万 加仓
ILCG ISHARES TR $366.04万0.11%31,280 -17-0.1% -$1,989 减仓
IQDF FLEXSHARES TR $363.66万0.11%105,226 -2,973-2.7% -$10.27万 减仓
MUNI PIMCO ETF TR $362.50万0.11%68,916 -1,972-2.8% -$10.37万 减仓
IBIT ISHARES BITCOIN TRUST ETF $362.37万0.11%108,852 -40,131-26.9% -$133.60万 减仓
USRT ISHARES TR $362.07万0.11%54,487 15,57640.0% $103.50万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $361.67万0.11%144,321 1740.1% $4,360 加仓
EWT ISHARES INC $361.65万0.11%33,298 -1,311-3.8% -$14.24万 减仓
BNY BANK OF NY MELLON CORP $361.36万0.11%24,989 -724-2.8% -$10.47万 减仓
GRNJ TIDAL TRUST III $358.31万0.10%113,967 6250.6% $1.96万 加仓
EWY ISHARES INC $357.91万0.10%17,727 -581-3.2% -$11.73万 减仓
OKTA OKTA INC $357.29万0.10%26,185 26,185— $357.29万 新建仓