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
MO ALTRIA GROUP INC $204.19万0.06%28,379 1,8807.1% $13.53万 加仓
PH PARKER-HANNIFIN CORP $203.55万0.06%2,081 783.9% $7.63万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $203.31万0.06%7,476 2,35345.9% $63.99万 加仓
IWB ISHARES TR $202.70万0.06%4,950 -204-4.0% -$8.35万 减仓
LOW LOWES COS INC $200.43万0.06%9,090 -369-3.9% -$8.14万 减仓
BSCU INVESCO EXCH TRD SLF IDX FD $198.84万0.06%119,462 3,1512.7% $5.24万 加仓
MPWR MONOLITHIC PWR SYS INC $198.53万0.06%1,436 1189.0% $16.31万 加仓
OKE ONEOK INC NEW $198.24万0.06%22,801 2531.1% $2.20万 加仓
GWW WW GRAINGER INC $195.83万0.06%1,439 191.3% $2.59万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $194.97万0.06%41,597 -2,956-6.6% -$13.85万 减仓
JEPQ J P MORGAN EXCHANGE TRADED F $194.46万0.06%31,640 3121.0% $1.92万 加仓
BSMS INVESCO EXCH TRD SLF IDX FD $194.08万0.06%82,798 -2,946-3.4% -$6.91万 减仓
NEM NEWMONT CORP $193.33万0.06%20,699 -8,746-29.7% -$81.69万 减仓
CEG CONSTELLATION ENERGY CORP $192.77万0.06%7,761 -1,401-15.3% -$34.80万 减仓
ETR ENTERGY CORP NEW $192.77万0.06%16,783 -3,773-18.4% -$43.34万 减仓
ITW ILLINOIS TOOL WKS INC $186.83万0.05%6,908 1912.8% $5.17万 加仓
DUK DUKE ENERGY CORP NEW $185.94万0.05%14,689 -601-3.9% -$7.61万 减仓
SBUX STARBUCKS CORP $185.86万0.05%18,188 -620-3.3% -$6.34万 减仓
IJR ISHARES TR $185.55万0.05%12,511 -6,216-33.2% -$92.19万 减仓
WELL WELLTOWER INC $184.85万0.05%8,144 1481.9% $3.36万 加仓
BSMT INVESCO EXCH TRD SLF IDX FD $183.94万0.05%79,868 4,9346.6% $11.36万 加仓
DIVO AMPLIFY ETF TR $183.76万0.05%40,209 -980-2.4% -$4.48万 减仓
SDY SPDR SERIES TRUST $183.63万0.05%12,067 -8,938-42.6% -$136.01万 减仓
NVMI NOVA LTD $183.62万0.05%3,382 220.7% $1.19万 加仓
SCHG SCHWAB STRATEGIC TR $181.36万0.05%53,594 -43,292-44.7% -$146.50万 减仓
CRM SALESFORCE INC $181.26万0.05%11,570 -595-4.9% -$9.32万 减仓
CW CURTISS WRIGHT CORP $180.95万0.05%2,388 -5-0.2% -$3,789 减仓
PFE PFIZER INC $179.85万0.05%74,689 -4,762-6.0% -$11.47万 减仓
DTCR GLOBAL X FDS $179.74万0.05%59,182 11,10923.1% $33.74万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $179.57万0.05%73,745 5,8278.6% $14.19万 加仓
QTUM ETF SER SOLUTIONS $177.04万0.05%10,705 3873.8% $6.40万 加仓
BMY BRISTOL-MYERS SQUIBB CO $174.15万0.05%30,225 -6,106-16.8% -$35.18万 减仓
VCIT VANGUARD SCOTTSDALE FDS $173.83万0.05%21,032 -17-0.1% -$1,405 减仓
— VANGUARD WORLD FD $173.59万0.05%18,079 18,079— $173.59万 新建仓
D DOMINION ENERGY INC $170.61万0.05%24,984 910.4% $6,214 加仓
DIS DISNEY WALT CO $170.02万0.05%17,664 -907-4.9% -$8.73万 减仓
MCK MCKESSON CORP $169.48万0.05%2,243 180.8% $1.36万 加仓
SPYV SPDR SERIES TRUST $169.31万0.05%27,852 5051.8% $3.07万 加仓
EMR EMERSON ELEC CO $169.22万0.05%11,821 -1,002-7.8% -$14.34万 减仓
SPCX SPACE EXPLORATION TECHN CORP $167.78万0.05%9,820 9,820— $167.78万 新建仓
GGN GAMCO GLOBAL GOLD NAT RES & $167.62万0.05%346,328 18,5315.7% $8.97万 加仓
ISRG INTUITIVE SURGICAL INC $167.22万0.05%4,205 -627-13.0% -$24.93万 减仓
BSMU INVESCO EXCH TRD SLF IDX FD $167.18万0.05%76,274 11,98818.6% $26.28万 加仓
DHI D R HORTON INC $166.45万0.05%10,219 3163.2% $5.15万 加仓
SUB ISHARES TR $165.41万0.05%15,536 4212.8% $4.48万 加仓
CLS CELESTICA INC $165.39万0.05%4,536 -186-3.9% -$6.78万 减仓
— ETF OPPORTUNITIES TRUST $164.91万0.05%56,461 -2,000-3.4% -$5.84万 减仓
ROK ROCKWELL AUTOMATION INC $164.68万0.05%3,326 -80-2.3% -$3.96万 减仓
HON HONEYWELL INTL INC $164.13万0.05%7,331 -7,140-49.3% -$159.86万 减仓
BKAG BNY MELLON ETF TRUST $164.00万0.05%39,094 10,28135.7% $43.13万 加仓
PFF ISHARES TR $163.94万0.05%53,770 11,98028.7% $36.53万 加仓
NML NEUBERGER ENGY INFRSTR & INC $162.79万0.05%160,541 6,3064.1% $6.39万 加仓
FTI TECHNIPFMC PLC $162.70万0.05%24,540 -806-3.2% -$5.34万 减仓
VXUS VANGUARD STAR FDS $160.62万0.05%18,788 -143-0.8% -$1.22万 减仓
TDTT FLEXSHARES TR $160.41万0.05%67,089 -2,959-4.2% -$7.07万 减仓
DBA INVESCO DB MULTI-SECTOR COMM $160.24万0.05%60,081 3,8096.8% $10.16万 加仓
C CITIGROUP INC $160.14万0.05%11,442 -1,652-12.6% -$23.12万 减仓
CF CF INDUSTRIES HOLD $159.90万0.05%14,770 14,770— $159.90万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $158.93万0.05%27,307 1600.6% $9,312 加仓
SO SOUTHERN CO $156.08万0.05%16,308 730.4% $6,987 加仓
EIX EDISON INTL $152.86万0.04%20,532 -233-1.1% -$1.73万 减仓
COP CONOCOPHILLIPS $148.16万0.04%14,252 4203.0% $4.37万 加仓
BMNR BITMINE IMMERSION TECHS INC $148.04万0.04%111,224 21,97924.6% $29.25万 加仓
ARKW ARK ETF TR $147.57万0.04%10,187 -353-3.3% -$5.11万 减仓
CGBL CAPITAL GROUP CORE BALANCED $146.71万0.04%38,648 -3,566-8.4% -$13.54万 减仓
TSCO TRACTOR SUPPLY CO $146.20万0.04%46,250 -3,815-7.6% -$12.06万 减仓
BE BLOOM ENERGY CORP $146.17万0.04%4,829 82420.6% $24.94万 加仓
CMCSA COMCAST CORP NEW $146.17万0.04%59,538 -151-0.3% -$3,707 减仓
BLK BLACKROCK INC $146.03万0.04%1,519 725.0% $6.92万 加仓
TDG TRANSDIGM GROUP INC $145.79万0.04%1,094 -72-6.2% -$9.59万 减仓
FEM FIRST TR EXCH TRD ALPHDX FD $145.70万0.04%45,545 2,3365.4% $7.47万 加仓
HWM HOWMET AEROSPACE INC $145.37万0.04%5,407 1302.5% $3.50万 加仓
TT TRANE TECHNOLOGIES PLC $143.47万0.04%2,921 39215.5% $19.25万 加仓
SPSM SPDR SERIES TRUST $143.36万0.04%24,858 -14,921-37.5% -$86.05万 减仓
CWB SPDR SERIES TRUST $142.77万0.04%13,241 -241-1.8% -$2.60万 减仓
FBND FIDELITY MERRIMACK STR TR $141.70万0.04%31,149 3,31211.9% $15.07万 加仓
LQD ISHARES TR $140.24万0.04%12,858 -260-2.0% -$2.84万 减仓
ADI ANALOG DEVICES INC $140.07万0.04%3,527 -3,090-46.7% -$122.72万 减仓
OEF ISHARES TR $139.13万0.04%3,803 -479-11.2% -$17.52万 减仓
GSK GSK PLC $138.43万0.04%26,409 -156-0.6% -$8,177 减仓
IESC IES HOLDINGS INC $137.23万0.04%1,868 402.2% $2.94万 加仓
IWN ISHARES TR $136.67万0.04%6,179 290.5% $6,415 加仓
SNDK SANDISK CORP 看跌期权 $136.42万0.04%600 600— $136.42万 新建仓
DIA STATE STR SPDR DOW JONES IND $135.91万0.04%2,602 823.3% $4.28万 加仓
PSX PHILLIPS 66 $135.87万0.04%8,037 -1,790-18.2% -$30.26万 减仓
LITE LUMENTUM HLDGS INC $134.80万0.04%1,571 60.4% $5,148 加仓
SHOP SHOPIFY INC $134.78万0.04%11,804 1110.9% $1.27万 加仓
DTM DT MIDSTREAM INC $133.42万0.04%9,092 2232.5% $3.27万 加仓
SMIN ISHARES TR $133.41万0.04%18,862 2,64316.3% $18.69万 加仓
DLR DIGITAL RLTY TR INC $131.99万0.04%7,350 -49-0.7% -$8,799 减仓
XBI SPDR SERIES TRUST $131.32万0.04%8,298 2102.6% $3.32万 加仓
MLPX GLOBAL X FDS $130.78万0.04%17,755 00.0% — 不变
SNX TD SYNNEX CORPORATION $130.73万0.04%4,890 3,268201.5% $87.37万 加仓
ROIV ROIVANT SCIENCES LTD $130.63万0.04%36,912 -376-1.0% -$1.33万 减仓
CGUS CAPITAL GROUP CORE EQUITY ET $130.63万0.04%29,367 -5,380-15.5% -$23.93万 减仓
— GAMCO NAT RES GOLD & INCOME $130.07万0.04%159,600 00.0% — 不变
DBEF DBX ETF TR $129.99万0.04%23,794 -23,325-49.5% -$127.42万 减仓
ICE INTERCONTINENTAL EXCHANGE IN $129.41万0.04%10,512 -520-4.7% -$6.40万 减仓
CMI CUMMINS INC $128.95万0.04%1,808 794.6% $5.63万 加仓
IMCB ISHARES TR $127.69万0.04%13,224 -1,310-9.0% -$12.65万 减仓