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 |
|---|---|---|---|---|---|---|---|---|
| AIG | AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW | $894 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LIMITED AMER REG 1 CERT (BERMUDA) | $793 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INCORPORATED CLASS A | $711 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INCORPORATED | $648 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INCORPORATED | $633 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INCORPORATED COM CLASS A REIT | $561 | 0.00% | 19 | 1 | 5.6% | $30 | 加仓 |
| — | WARNER BROS DISCOVERY INCORPORATED COM SER A | $453 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $411 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INCORPORATED | $350 | 0.00% | 1 | -2 | -66.7% | -$700 | 减仓 |
| VTRS | VIATRIS INCORPORATED | $302 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INCORPORATED | $259 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD (IRELAND) | $211 | 0.00% | 1 | -180 | -99.4% | -$3.80万 | 减仓 |
| WOLF | WOLFSPEED INCORPORATED COMMON STOCK | $145 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | WORKSPORT LIMITED COM NEW | $142 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| 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 |