CrossGen Wealth, LLC
GREENVILLE NC · SEC CIK 0002112179
$1.29亿2026Q2 申报市值
214持仓数
46.7%前十大占比 · 第一大 11.5%
23 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IEFA 加仓+$359.14万
SCHY 加仓+$106.28万
AIA 加仓+$59.37万
SPCX 新建仓+$53.82万
IEMG 加仓+$25.84万
2026Q2 卖出最多 按季末市值估算
TSLA 减仓-$63.09万
FBNC 减仓-$53.38万
V 减仓-$26.97万
META 减仓-$20.95万
CSCO 减仓-$16.07万
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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INCORPORATED REIT | $0 | 0.00% | 0 | -61 | -100.0% | -$5.93万 | 清仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $0 | 0.00% | 0 | -829 | -100.0% | -$2.18万 | 清仓 |
| LTBR | LIGHTBRIDGE CORPORATION | $0 | 0.00% | 0 | -2,034 | -100.0% | -$2.17万 | 清仓 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $0 | 0.00% | 0 | -446 | -100.0% | -$1.90万 | 清仓 |
| SMR | NUSCALE PWR CORPORATION CLASS A COM | $0 | 0.00% | 0 | -1,058 | -100.0% | -$1.15万 | 清仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $0 | 0.00% | 0 | -96 | -100.0% | -$8,916 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $0 | 0.00% | 0 | -228 | -100.0% | -$7,574 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $0 | 0.00% | 0 | -2 | -100.0% | -$394 | 清仓 |
| FISV | FISERV INCORPORATED | $0 | 0.00% | 0 | -2 | -100.0% | -$112 | 清仓 |
| — | WORKSPORT LIMITED COM NEW | $142 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INCORPORATED COMMON STOCK | $145 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $211 | 0.00% | 1 | -180 | -99.4% | -$3.80万 | 减仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INCORPORATED | $302 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $350 | 0.00% | 1 | -2 | -66.7% | -$700 | 减仓 |
| WAB | WABTEC | $411 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $453 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $561 | 0.00% | 19 | 1 | 5.6% | $30 | 加仓 |
| BHF | BRIGHTHOUSE FINL INCORPORATED | $633 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INCORPORATED | $648 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INCORPORATED CLASS A | $711 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LIMITED AMER REG 1 CERT (BERMUDA) | $793 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $894 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $1,170 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1,196 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INCORPORATED | $1,308 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR MBS ETF | $1,323 | 0.00% | 14 | 14 | — | $1,323 | 新建仓 |
| SERV | SERVE ROBOTICS INCORPORATED | $1,369 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $1,408 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $1,765 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | $2,040 | 0.00% | 91 | 91 | — | $2,040 | 新建仓 |
| CC | CHEMOURS COMPANY | $2,073 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $2,105 | 0.00% | 22 | -53 | -70.7% | -$5,071 | 减仓 |
| IOO | ISHARES TR GLOBAL 100 ETF | $2,186 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $2,267 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS | $2,303 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $2,404 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2,512 | 0.00% | 56 | 56 | — | $2,512 | 新建仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $2,701 | 0.00% | 26 | 19 | 271.4% | $1,974 | 加仓 |
| NEOG | NEOGEN CORPORATION | $2,859 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INCORPORATED | $3,166 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORPORATION CLASS A | $3,303 | 0.00% | 37 | 1 | 2.8% | $89 | 加仓 |
| XYZ | BLOCK INCORPORATED CLASS A | $3,496 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| EBND | SPDR BLOOMBERG EMERGING MARKETS LOCAL BO | $3,849 | 0.00% | 184 | 184 | — | $3,849 | 新建仓 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $3,960 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LIMITED SPONSORED ADS | $4,275 | 0.00% | 15 | 15 | — | $4,275 | 新建仓 |
| PFE | PFIZER INCORPORATED | $4,503 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $5,352 | 0.00% | 226 | 226 | — | $5,352 | 新建仓 |
| CI | THE CIGNA GROUP | $5,489 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $5,845 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INCORPORATED | $5,937 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $6,119 | 0.00% | 126 | 126 | — | $6,119 | 新建仓 |
| CVS | CVS HEALTH CORPORATION | $6,546 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $6,982 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR GL CLEAN ENE ETF | $7,049 | 0.01% | 344 | 344 | — | $7,049 | 新建仓 |
| NFLX | NETFLIX INCORPORATED. | $7,140 | 0.01% | 100 | -290 | -74.4% | -$2.07万 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INCORPORATED | $7,272 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | $7,510 | 0.01% | 61 | -265 | -81.3% | -$3.26万 | 减仓 |
| DTIL | PRECISION BIOSCIENCES INCORPORATED COM NEW | $7,860 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRAST INDEX FUND | $8,054 | 0.01% | 42 | 42 | — | $8,054 | 新建仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $8,726 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $9,046 | 0.01% | 50 | -75 | -60.0% | -$1.36万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $9,143 | 0.01% | 190 | 190 | — | $9,143 | 新建仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF | $9,223 | 0.01% | 374 | 374 | — | $9,223 | 新建仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $9,560 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INCORPORATED COMMON STOCK | $9,766 | 0.01% | 72 | -145 | -66.8% | -$1.97万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $9,870 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INCORPORATED | $1.00万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INCORPORATED | $1.02万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INCORPORATED | $1.05万 | 0.01% | 57 | 1 | 1.8% | $184 | 加仓 |
| SJM | SMUCKER J M COMPANY COM NEW | $1.12万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $1.15万 | 0.01% | 53 | -65 | -55.1% | -$1.41万 | 减仓 |
| CE | CELANESE CORPORATION DEL | $1.16万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $1.20万 | 0.01% | 132 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.22万 | 0.01% | 360 | 360 | — | $1.22万 | 新建仓 |
| INTU | INTUIT | $1.25万 | 0.01% | 48 | -25 | -34.2% | -$6,525 | 减仓 |
| SMBS | SCHWAB MORTGAGE BACKED SECS ETF | $1.29万 | 0.01% | 507 | 507 | — | $1.29万 | 新建仓 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $1.33万 | 0.01% | 165 | 1 | 0.6% | $80 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $1.35万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $1.42万 | 0.01% | 64 | 1 | 1.6% | $221 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $1.44万 | 0.01% | 116 | 1 | 0.9% | $124 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1.45万 | 0.01% | 168 | -30 | -15.2% | -$2,584 | 减仓 |
| CLX | CLOROX COMPANY DEL | $1.47万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1.59万 | 0.01% | 439 | 439 | — | $1.59万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $1.65万 | 0.01% | 154 | 3 | 2.0% | $322 | 加仓 |
| C | CITIGROUP INCORPORATED COM NEW | $1.66万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INCORPORATED | $1.66万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INCORPORATED CLASS A | $1.69万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INCORPORATED | $1.72万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INCORPORATED COMMON STOCK | $1.76万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INCORPORATED | $1.83万 | 0.01% | 184 | -98 | -34.8% | -$9,730 | 减仓 |
| CTVA | CORTEVA INCORPORATED | $1.84万 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $1.88万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1.89万 | 0.01% | 524 | 524 | — | $1.89万 | 新建仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2.06万 | 0.02% | 542 | 542 | — | $2.06万 | 新建仓 |
| DVN | DEVON ENERGY CORPORATION NEW | $2.12万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB 5-10 YEAR CORPORATE BOND ETF | $2.16万 | 0.02% | 956 | 956 | — | $2.16万 | 新建仓 |
| FULT | FULTON FINL CORPORATION PA | $2.20万 | 0.02% | 909 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2.35万 | 0.02% | 446 | 446 | — | $2.35万 | 新建仓 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $2.39万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |