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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $197.76万 | 1.54% | 4,762 | 48 | 1.0% | $1.99万 | 加仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $214.33万 | 1.66% | 14,147 | 1,299 | 10.1% | $19.68万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $217.58万 | 1.69% | 14,891 | -50 | -0.3% | -$7,306 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $226.05万 | 1.76% | 8,901 | 190 | 2.2% | $4.83万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $234.43万 | 1.82% | 7,996 | -10 | -0.1% | -$2,932 | 减仓 |
| UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $237.36万 | 1.84% | 51,791 | 9 | 0.0% | $412 | 加仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $238.23万 | 1.85% | 6,992 | 12 | 0.2% | $4,089 | 加仓 |
| UNP | UNION PAC CORPORATION | $240.24万 | 1.87% | 8,832 | 186 | 2.2% | $5.06万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $258.04万 | 2.00% | 3,757 | -213 | -5.4% | -$14.63万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $311.23万 | 2.42% | 26,497 | -1,368 | -4.9% | -$16.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $398.29万 | 3.09% | 3,938 | 19 | 0.5% | $1.92万 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $399.36万 | 3.10% | 9,372 | 145 | 1.6% | $6.18万 | 加仓 |
| AMZN | AMAZON COM INCORPORATED | $400.84万 | 3.11% | 16,818 | 12 | 0.1% | $2,860 | 加仓 |
| MPC | MARATHON PETE CORPORATION | $400.88万 | 3.11% | 15,679 | -250 | -1.6% | -$6.39万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $436.36万 | 3.39% | 11,698 | -72 | -0.6% | -$2.69万 | 减仓 |
| WMT | WALMART INC | $440.22万 | 3.42% | 38,868 | -461 | -1.2% | -$5.22万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $453.34万 | 3.52% | 13,849 | 86 | 0.6% | $2.82万 | 加仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $515.44万 | 4.00% | 14,423 | -339 | -2.3% | -$12.11万 | 减仓 |
| VLO | VALERO ENERGY CORPORATION | $517.09万 | 4.02% | 19,854 | -570 | -2.8% | -$14.85万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $545.54万 | 4.24% | 14,442 | -409 | -2.8% | -$15.45万 | 减仓 |
| AAPL | APPLE INCORPORATED | $598.50万 | 4.65% | 20,683 | -435 | -2.1% | -$12.59万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $621.83万 | 4.83% | 64,385 | 37,186 | 136.7% | $359.14万 | 加仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $1,478.27万 | 11.48% | 19,739 | -126 | -0.6% | -$9.44万 | 减仓 |