CrossGen Wealth, LLC
GREENVILLE NC · SEC CIK 0002112179
$1.14亿2026Q1 申报市值
200持仓数
46.5%前十大占比 · 第一大 11.4%
11 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$89.39万
TSLA 加仓+$50.52万
SCHY 新建仓+$17.11万
IEMG 新建仓+$9.73万
TJX 加仓+$9.69万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$36.74万
IVV 减仓-$25.80万
VOO 减仓-$23.37万
CRM 减仓-$21.97万
VLO 减仓-$17.57万
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 |
|---|---|---|---|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | -212 | -100.0% | -$9.62万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $0 | 0.00% | 0 | -275 | -100.0% | -$2.10万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INCORPORATED | $0 | 0.00% | 0 | -60 | -100.0% | -$1.98万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INCORPORATED | $0 | 0.00% | 0 | -35 | -100.0% | -$1.56万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -121 | -100.0% | -$1.01万 | 清仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$3,944 | 清仓 |
| Z | ZILLOW GROUP INCORPORATED CLASS C CAP STK | $0 | 0.00% | 0 | -50 | -100.0% | -$3,411 | 清仓 |
| — | HILLENBRAND INCORPORATED | $0 | 0.00% | 0 | -75 | -100.0% | -$2,379 | 清仓 |
| T | AT&T INCORPORATED | $0 | 0.00% | 0 | -12 | -100.0% | -$298 | 清仓 |
| WOLF | WOLFSPEED INCORPORATED COMMON STOCK | $49 | 0.00% | 3 | 1 | 50.0% | $16 | 加仓 |
| FISV | FISERV INCORPORATED | $112 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WORKSPORT LIMITED COM NEW | $137 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INCORPORATED | $257 | 0.00% | 19 | -2 | -9.5% | -$27 | 减仓 |
| PYPL | PAYPAL HLDGS INCORPORATED | $271 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $381 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INCORPORATED | $390 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V (NETHERLANDS) | $394 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $467 | 0.00% | 17 | -2 | -10.5% | -$55 | 减仓 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $510 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INCORPORATED | $599 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR MSCI EAFE ETF | $680 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LIMITED AMER REG 1 CERT (BERMUDA) | $682 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $847 | 0.00% | 3 | -100 | -97.1% | -$2.82万 | 减仓 |
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $903 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORPORATION | $999 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INCORPORATED CLASS A | $1,079 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $1,089 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INCORPORATED | $1,198 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $1,249 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK | $1,566 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INCORPORATED | $1,725 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INCORPORATED | $1,756 | 0.00% | 208 | 208 | — | $1,756 | 新建仓 |
| IOO | ISHARES TR GLOBAL 100 ETF | $1,936 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $1,984 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORPORATION | $2,207 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $2,225 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT COMPANY | $2,270 | 0.00% | 24 | 1 | 4.3% | $95 | 加仓 |
| AAP | ADVANCE AUTO PARTS INCORPORATED | $2,672 | 0.00% | 51 | 1 | 2.0% | $52 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SVCS | $2,747 | 0.00% | 59 | 1 | 1.7% | $47 | 加仓 |
| XYZ | BLOCK INCORPORATED CLASS A | $2,768 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORPORATION | $2,954 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORPORATION CLASS A | $3,152 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TRUST INNOVATION ETF | $3,312 | 0.00% | 49 | -196 | -80.0% | -$1.32万 | 减仓 |
| CVS | CVS HEALTH CORPORATION | $4,508 | 0.00% | 63 | 1 | 1.6% | $72 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $5,060 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INCORPORATED | $5,251 | 0.00% | 187 | -22 | -10.5% | -$618 | 减仓 |
| CI | THE CIGNA GROUP | $5,283 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INCORPORATED COM NEW | $5,500 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INCORPORATED | $5,826 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INCORPORATED | $7,045 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INCORPORATED | $7,273 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF | $7,574 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INCORPORATED | $8,117 | 0.01% | 245 | -458 | -65.1% | -$1.52万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $8,529 | 0.01% | 132 | -101 | -43.3% | -$6,526 | 减仓 |
| NEE | NEXTERA ENERGY INCORPORATED | $8,916 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INCORPORATED | $9,038 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $9,401 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M COMPANY COM NEW | $9,644 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $9,650 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INCORPORATED | $9,939 | 0.01% | 217 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INCORPORATED | $9,985 | 0.01% | 125 | -77 | -38.1% | -$6,151 | 减仓 |
| HCA | HCA HEALTHCARE INCORPORATED | $1.06万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORPORATION CLASS A COM | $1.15万 | 0.01% | 1,058 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $1.22万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INCORPORATED COMMON STOCK | $1.25万 | 0.01% | 108 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INCORPORATED COM NEW | $1.34万 | 0.01% | 118 | 1 | 0.9% | $113 | 加仓 |
| MDLZ | MONDELEZ INTERNATIONAL INCORPORATED CLASS A | $1.35万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INCORPORATED CLASS A | $1.38万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INCORPORATED | $1.40万 | 0.01% | 16 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $1.44万 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INCORPORATED DEL | $1.45万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INCORPORATED CLASS B | $1.49万 | 0.01% | 151 | -186 | -55.2% | -$1.83万 | 减仓 |
| CLX | CLOROX COMPANY DEL | $1.60万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORPORATION DEL | $1.65万 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INCORPORATED | $1.70万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INCORPORATED | $1.82万 | 0.02% | 217 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORPORATION PA | $1.85万 | 0.02% | 909 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $1.90万 | 0.02% | 446 | 446 | — | $1.90万 | 新建仓 |
| GE | GE AEROSPACE COM NEW | $1.90万 | 0.02% | 67 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INCORPORATED | $2.00万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORPORATION COM SHS | $2.02万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $2.06万 | 0.02% | 125 | 1 | 0.8% | $165 | 加仓 |
| IQV | IQVIA HLDGS INCORPORATED | $2.15万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| LTBR | LIGHTBRIDGE CORPORATION | $2.17万 | 0.02% | 2,034 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $2.18万 | 0.02% | 829 | 829 | — | $2.18万 | 新建仓 |
| QQQ | INVESCO QQQ TRUST | $2.19万 | 0.02% | 38 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INCORPORATED | $2.23万 | 0.02% | 361 | -414 | -53.4% | -$2.56万 | 减仓 |
| COF | CAPITAL ONE FINL CORPORATION | $2.26万 | 0.02% | 124 | 1 | 0.8% | $182 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $2.29万 | 0.02% | 115 | -289 | -71.5% | -$5.75万 | 减仓 |
| CGIE | CAPITAL GROUP INTL EQUITY ETF | $2.31万 | 0.02% | 684 | 684 | — | $2.31万 | 新建仓 |
| BA | BOEING COMPANY | $2.35万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $2.58万 | 0.02% | 513 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORPORATION | $2.64万 | 0.02% | 274 | 2 | 0.7% | $193 | 加仓 |
| BAC | BANK AMERICA CORPORATION | $2.70万 | 0.02% | 553 | 3 | 0.5% | $146 | 加仓 |
| NOW | SERVICENOW INCORPORATED | $2.95万 | 0.03% | 282 | 282 | — | $2.95万 | 新建仓 |
| EMR | EMERSON ELEC COMPANY | $3.03万 | 0.03% | 231 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INCORPORATED COM CLASS A | $3.11万 | 0.03% | 628 | 0 | 0.0% | — | 不变 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $3.12万 | 0.03% | 928 | -662 | -41.6% | -$2.23万 | 减仓 |
| INTU | INTUIT | $3.16万 | 0.03% | 73 | 73 | — | $3.16万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR (SWITZERLAND) | $3.21万 | 0.03% | 210 | 4 | 1.9% | $612 | 加仓 |