VestGen Advisors, LLC
- SEC CIK
- 0002050130
- 最新申報
- 2026/8/11
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位。
- 持股檔數
- 545
- 2024 年第 4 季沒有申報
- 總值
- $22.0 億
- 2024 年第 4 季沒有申報
VestGen Advisors, LLC 沒有申報 2024 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 525,566 | $1.44 億 | 6.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 176,970 | $8,298 萬 | 3.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 146,486 | $8,194 萬 | 3.7% | – | – | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 1,580,064 | $8,043 萬 | 3.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 922,932 | $6,069 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 304,120 | $5,253 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 208,071 | $4,622 萬 | 2.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 339,155 | $3,676 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 90,316 | $3,390 萬 | 1.5% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 456,756 | $3,106 萬 | 1.4% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 383,538 | $3,063 萬 | 1.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 52,103 | $2,928 萬 | 1.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 67,764 | $2,447 萬 | 1.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 44,865 | $2,306 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 119,333 | $2,270 萬 | 1.0% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 379,536 | $2,215 萬 | 1.0% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 371,728 | $2,176 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 722,356 | $2,145 萬 | 1.0% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 39,264 | $2,091 萬 | 1.0% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 258,161 | $2,075 萬 | 0.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 406,149 | $2,064 萬 | 0.9% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 116,456 | $1,990 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 52,839 | $1,959 萬 | 0.9% | – | – | – |
| GOOGAlphabet Inc. | Stock | 114,699 | $1,792 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 30,701 | $1,769 萬 | 0.8% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 94,006 | $1,769 萬 | 0.8% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 179,266 | $1,664 萬 | 0.8% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 189,354 | $1,598 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 210,643 | $1,594 萬 | 0.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 82,109 | $1,585 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 63,659 | $1,562 萬 | 0.7% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 75,533 | $1,439 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 354,770 | $1,292 萬 | 0.6% | – | – | – |
| Macquarie ETF Trust555927409 | ETF | 490,565 | $1,282 萬 | 0.6% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 260,145 | $1,268 萬 | 0.6% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 58,786 | $1,240 萬 | 0.6% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 144,178 | $1,227 萬 | 0.6% | – | – | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 184,152 | $1,175 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 58,765 | $1,172 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 14,186 | $1,172 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 487,590 | $1,157 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 392,089 | $1,091 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 507,026 | $1,090 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 191,844 | $1,027 萬 | 0.5% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 85,732 | $1,007 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 28,080 | $984.1 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 189,970 | $970.2 萬 | 0.4% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 206,021 | $966.9 萬 | 0.4% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 75,557 | $960.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 42,353 | $939.2 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 34,919 | $905.0 萬 | 0.4% | – | – | 歷史 |
| EVEREverQuote, Inc. | COM CL A | 342,714 | $897.6 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 51,557 | $878.6 萬 | 0.4% | – | – | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 157,268 | $861.2 萬 | 0.4% | – | – | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 275,905 | $852.5 萬 | 0.4% | – | – | – |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 252,611 | $843.7 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 94,598 | $830.5 萬 | 0.4% | – | – | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 302,665 | $826.3 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 15,747 | $824.7 萬 | 0.4% | – | – | 歷史 |
| Capital Group Core Balanced14021D107 | SHS | 263,673 | $816.9 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 39,241 | $810.2 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 45,152 | $782.2 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 24,246 | $757.4 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 13,814 | $757.2 萬 | 0.3% | – | – | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 219,669 | $752.4 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,934 | $735.9 萬 | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 43,851 | $734.2 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 76,933 | $720.6 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 362,093 | $705.4 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 45,424 | $702.4 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 24,176 | $696.6 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 205,207 | $687.4 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 155,879 | $676.5 萬 | 0.3% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 66,996 | $674.4 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 342,401 | $670.8 萬 | 0.3% | – | – | – |
| CMECME Group Inc. | COM | 25,063 | $664.9 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 30,160 | $631.9 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 141,802 | $616.0 萬 | 0.3% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 100,138 | $609.7 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 134,159 | $607.2 萬 | 0.3% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 210,613 | $596.7 萬 | 0.3% | – | – | – |
| DRIDarden Restaurants Inc | COM | 28,137 | $584.6 萬 | 0.3% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 65,990 | $580.7 萬 | 0.3% | – | – | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 177,366 | $574.1 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 21,299 | $571.6 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 51,413 | $565.5 萬 | 0.3% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 76,112 | $554.6 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 186,747 | $552.4 萬 | 0.3% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 112,107 | $547.3 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 5,775 | $538.5 萬 | 0.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 282,885 | $525.9 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 31,586 | $523.8 萬 | 0.2% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 181,690 | $518.4 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 38,741 | $513.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 30,418 | $508.9 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 92,906 | $495.3 萬 | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 21,269 | $492.4 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,206 | $492.3 萬 | 0.2% | – | – | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 136,017 | $484.8 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 40,532 | $482.0 萬 | 0.2% | – | – | 歷史 |