13F 机构持仓

VestGen Advisors, LLC

CHICAGO IL · SEC CIK 0002050130

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.1%
VUG 5.4%
VTV 3.2%
QQQ 2.6%
QQQ 看跌期权 2.6%
NVDA 2.5%
AAPL 2.4%
GLPI 1.9%
SPY 1.6%
AMZN 1.5%

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
VTI VANGUARD INDEX FDS $2.45亿6.11%675,470 591,790707.2% $2.15亿 加仓
VUG VANGUARD INDEX FDS $2.18亿5.42%498,438 451,995973.2% $1.97亿 加仓
VTV VANGUARD INDEX FDS $1.27亿3.15%607,077 502,048478.0% $1.05亿 加仓
QQQ INVESCO QQQ TR $1.03亿2.56%145,290 91,351169.4% $6,460.72万 加仓
QQQ INVESCO QQQ TR 看跌期权 $1.03亿2.56%145,000 145,000— $1.03亿 新建仓
NVDA NVIDIA CORPORATION $9,893.93万2.47%448,135 61,11115.8% $1,349.21万 加仓
AAPL APPLE INC $9,543.45万2.38%323,726 43,81815.7% $1,291.76万 加仓
GLPI GAMING & LEISURE P $7,544.53万1.88%1,581,662 1,1600.1% $5.53万 加仓
SPY STATE STR SPDR S&P 500 ETF T $6,456.30万1.61%87,462 25,62441.4% $1,891.52万 加仓
AMZN AMAZON COM INC $6,065.02万1.51%228,163 18,3208.7% $486.98万 加仓
VGT VANGUARD WORLD FD $5,969.76万1.49%85,561 75,360738.8% $5,258.02万 加仓
GOOG ALPHABET INC $5,655.39万1.41%147,345 -7,695-5.0% -$295.35万 减仓
LLY ELI LILLY & CO 看涨期权 $4,949.35万1.23%50,000 50,000— $4,949.35万 新建仓
VEA VANGUARD TAX-MANAGED FDS $4,370.29万1.09%624,595 100,71719.2% $704.72万 加仓
MSFT MICROSOFT CORP $4,235.11万1.06%103,860 13,08014.4% $533.36万 加仓
IVV ISHARES TR $4,056.71万1.01%54,701 5,20410.5% $385.94万 加仓
AVGO BROADCOM INC $4,034.30万1.01%96,215 5,2625.8% $220.64万 加仓
IWF ISHARES TR $3,659.66万0.91%296,689 224,604311.6% $2,770.49万 加仓
SGOV ISHARES TR $3,392.18万0.85%337,530 84,27333.3% $846.94万 加仓
BKNG BOOKING HOLDINGS INC $3,323.21万0.83%7,893 7,7074,143.5% $3,244.89万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $3,192.25万0.80%430,978 -12,563-2.8% -$93.05万 减仓
CAIE CALAMOS ETF TR $3,019.68万0.75%1,103,282 377,72852.1% $1,033.84万 加仓
IUSG ISHARES TR $2,952.08万0.74%158,945 156,5346,492.5% $2,907.30万 加仓
META META PLATFORMS INC $2,634.27万0.66%43,686 4,85912.5% $293.00万 加仓
QQQM INVESCO EXCH TRADED FD TR II $2,617.75万0.65%89,914 8,50810.5% $247.70万 加仓
IWR ISHARES TR $2,402.78万0.60%228,901 195,233579.9% $2,049.36万 加仓
PLTR PALANTIR TECHNOLOGIES INC $2,363.54万0.59%173,790 10,8866.7% $148.05万 加仓
FTLS FIRST TR EXCH TRADED FD III $2,360.58万0.59%318,438 24,6698.4% $182.87万 加仓
SYLD CAMBRIA ETF TR $2,221.84万0.55%284,979 -28,403-9.1% -$221.44万 减仓
WMT WALMART INC $2,154.55万0.54%165,290 13,1488.6% $171.38万 加仓
VB VANGUARD INDEX FDS $2,090.58万0.52%73,013 37,854107.7% $1,083.87万 加仓
TSLA TESLA INC $2,032.75万0.51%46,897 8,49222.1% $368.09万 加仓
GOOGL ALPHABET INC $2,029.75万0.51%52,401 13,93736.2% $539.85万 加仓
SPYM SPDR SERIES TRUST $2,014.95万0.50%231,870 60,67635.4% $527.27万 加仓
BUFR FIRST TR EXCHNG TRADED FD VI $1,992.83万0.50%552,796 -40,804-6.9% -$147.10万 减仓
RSP INVESCO EXCHANGE TRADED FD T $1,950.27万0.49%95,691 46,34493.9% $944.53万 加仓
BND VANGUARD BD INDEX FDS $1,931.92万0.48%264,104 258,3724,507.5% $1,889.99万 加仓
IWD ISHARES TR $1,810.58万0.45%77,306 -713-0.9% -$16.70万 减仓
BNDX VANGUARD CHARLOTTE FDS $1,803.94万0.45%377,315 131,96553.8% $630.92万 加仓
INTC INTEL CORP $1,757.81万0.44%145,743 83,910135.7% $1,012.04万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,736.21万0.43%75,886 67,964857.9% $1,554.96万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,670.64万0.42%34,449 4,93916.7% $239.52万 加仓
FIX COMFORT SYS USA INC $1,615.07万0.40%8,010 5597.5% $112.71万 加仓
GLD SPDR GOLD TR $1,599.27万0.40%36,941 -2,200-5.6% -$95.24万 减仓
JPM JPMORGAN CHASE & CO $1,565.50万0.39%51,348 11,47528.8% $349.85万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $1,541.50万0.38%324,664 48,70617.6% $231.26万 加仓
CAT CATERPILLAR INC $1,518.22万0.38%16,645 3,57927.4% $326.45万 加仓
META META PLATFORMS INC 看涨期权 $1,507.50万0.38%25,000 -8,000-24.2% -$482.40万 减仓
META META PLATFORMS INC 看跌期权 $1,507.50万0.38%25,000 15,000150.0% $904.50万 加仓
LRCX LAM RESEARCH CORP $1,495.50万0.37%51,704 -9,208-15.1% -$266.33万 减仓
RDVI FIRST TR EXCHANGE-TRADED FD $1,471.75万0.37%541,282 44,6379.0% $121.37万 加仓
AMD ADVANCED MICRO DEVICES INC $1,454.93万0.36%32,455 2,5238.4% $113.10万 加仓
DYNF BLACKROCK ETF TRUST $1,451.57万0.36%219,935 2,9561.4% $19.51万 加仓
— ALLSPRING EXCHANGE TRADED FU $1,440.57万0.36%447,103 2,9320.7% $9.45万 加仓
IWM ISHARES TR $1,392.45万0.35%49,278 1,7603.7% $49.73万 加仓
COST COSTCO WHOLESALE CORPORATION $1,363.39万0.34%13,342 8857.1% $90.44万 加仓
SNDK SANDISK CORP $1,346.02万0.34%9,270 9,270— $1,346.02万 新建仓
CME CME GROUP INC $1,338.41万0.33%46,839 23,40799.9% $668.85万 加仓
EYLD CAMBRIA ETF TR $1,277.48万0.32%281,197 6,9902.5% $31.76万 加仓
MU MICRON TECHNOLOGY INC $1,273.72万0.32%16,616 -15,321-48.0% -$1,174.45万 减仓
IVW ISHARES TR $1,260.00万0.31%92,783 15,81120.5% $214.71万 加仓
IWP ISHARES TR $1,255.91万0.31%91,907 5790.6% $7.91万 加仓
GRNY TIDAL TRUST I $1,255.48万0.31%464,647 17,0183.8% $45.98万 加仓
VWO VANGUARD INTL EQUITY INDEX F $1,254.40万0.31%211,215 -3,723-1.7% -$22.11万 减仓
IVE ISHARES TR $1,242.55万0.31%55,281 17,28245.5% $388.45万 加仓
IHDG WISDOMTREE TR $1,142.57万0.28%229,247 60,60735.9% $302.06万 加仓
MRVL MARVELL TECHNOLOGY INC $1,101.98万0.27%66,990 61,1371,044.5% $1,005.70万 加仓
GEV GE VERNOVA INC $1,068.99万0.27%9,972 1,92223.9% $206.04万 加仓
MINT PIMCO ETF TR $1,068.84万0.27%106,320 27,31334.6% $274.58万 加仓
BIL SPDR SERIES TRUST $1,063.94万0.27%116,290 -3,332-2.8% -$30.48万 减仓
IJH ISHARES TR $1,060.79万0.26%144,660 81,099127.6% $594.70万 加仓
IAU ISHARES GOLD TR $1,056.23万0.26%119,066 51,18275.4% $454.04万 加仓
HPE HEWLETT PACKARD ENTERPRISE C $1,027.70万0.26%340,184 316,0511,309.6% $954.79万 加仓
DRI DARDEN RESTAURANTS INC $1,017.86万0.25%51,118 1,4102.8% $28.08万 加仓
— EXXON MOBIL CORP $1,015.85万0.25%67,440 1,6042.4% $24.16万 加仓
SPEM SPDR INDEX SHS FDS $1,003.66万0.25%194,583 40,84126.6% $210.66万 加仓
ABBV ABBVIE INC $1,001.15万0.25%48,165 -1,471-3.0% -$30.58万 减仓
JBND J P MORGAN EXCHANGE TRADED F $995.88万0.25%186,668 59,40846.7% $316.94万 加仓
LVHI LEGG MASON ETF INVT $992.33万0.25%242,208 63,15835.3% $258.76万 加仓
XSMO INVESCO EXCHANGE TRADED FD T $969.74万0.24%112,459 -142-0.1% -$1.22万 减仓
MOAT VANECK ETF TRUST $962.87万0.24%96,364 64,437201.8% $643.85万 加仓
CVE CENOVUS ENERGY INC $938.10万0.23%312,596 312,596— $938.10万 新建仓
FTGS FIRST TR EXCHANGE-TRADED FD $930.96万0.23%257,314 -1,870-0.7% -$6.77万 减仓
DGRW WISDOMTREE TR $924.80万0.23%97,143 -27,550-22.1% -$262.28万 减仓
LLY ELI LILLY & CO $922.20万0.23%9,316 2,15330.1% $213.13万 加仓
SPMO INVESCO EXCH TRADED FD TR II $916.02万0.23%63,415 -5,569-8.1% -$80.44万 减仓
ANET ARISTA NETWORKS INC $907.87万0.23%63,692 3160.5% $4.50万 加仓
EFV ISHARES TR $896.31万0.22%114,794 6,7296.2% $52.54万 加仓
PTEN PATTERSON-UTI ENERGY INC $895.47万0.22%742,509 742,509— $895.47万 新建仓
SPTM SPDR SERIES TRUST $889.65万0.22%99,469 -11,107-10.0% -$99.34万 减仓
VOO VANGUARD INDEX FDS $875.93万0.22%12,907 -26,859-67.5% -$1,822.78万 减仓
BKIE BNY MELLON ETF TRUST $875.47万0.22%88,622 81,1111,079.9% $801.27万 加仓
COWZ PACER FDS TR $869.08万0.22%137,796 -22,195-13.9% -$139.98万 减仓
NFLX NETFLIX INC. $857.50万0.21%97,821 11,86413.8% $104.00万 加仓
UPS UNITED PARCEL SVCS INC $856.26万0.21%86,982 1,4311.7% $14.09万 加仓
ORCL ORACLE CORP $853.67万0.21%45,692 9,06924.8% $169.44万 加仓
IEFA ISHARES TR $838.90万0.21%86,914 18,04426.2% $174.16万 加仓
SDVY FIRST TR EXCHANGE TRADED FD $830.90万0.21%200,652 -5,387-2.6% -$22.31万 减仓
MCD MCDONALDS CORP $829.60万0.21%30,185 10,07250.1% $276.82万 加仓
— NORTHERN LIGHTS FD TR $811.27万0.20%337,417 337,417— $811.27万 新建仓