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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | $1,297.57万 | 11.39% | 19,865 | -395 | -1.9% | -$25.80万 | 减仓 |
| AAPL | APPLE INCORPORATED | $535.95万 | 4.71% | 21,118 | -177 | -0.8% | -$4.49万 | 减仓 |
| VLO | VALERO ENERGY CORPORATION | $504.63万 | 4.43% | 20,424 | -711 | -3.4% | -$17.57万 | 减仓 |
| WMT | WALMART INCORPORATED | $488.79万 | 4.29% | 39,329 | -343 | -0.9% | -$4.26万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $459.67万 | 4.04% | 14,851 | -267 | -1.8% | -$8.26万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $435.70万 | 3.83% | 11,770 | -168 | -1.4% | -$6.22万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $424.49万 | 3.73% | 14,762 | -502 | -3.3% | -$14.44万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $404.84万 | 3.56% | 13,763 | -18 | -0.1% | -$5,295 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $388.94万 | 3.42% | 15,929 | -147 | -0.9% | -$3.59万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $350.02万 | 3.07% | 16,806 | 46 | 0.3% | $9,580 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $331.51万 | 2.91% | 3,919 | -179 | -4.4% | -$15.14万 | 减仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $330.03万 | 2.90% | 9,227 | -129 | -1.4% | -$4.61万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $246.23万 | 2.16% | 27,199 | 9,874 | 57.0% | $89.39万 | 加仓 |
| VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $237.24万 | 2.08% | 3,970 | -391 | -9.0% | -$23.37万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $232.55万 | 2.04% | 8,006 | -108 | -1.3% | -$3.14万 | 减仓 |
| CB | CHUBB LIMITED SWITZ (SWITZERLAND) | $227.49万 | 2.00% | 6,980 | -121 | -1.7% | -$3.94万 | 减仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $216.21万 | 1.90% | 27,865 | -712 | -2.5% | -$5.52万 | 减仓 |
| UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $214.48万 | 1.88% | 51,782 | 10 | 0.0% | $414 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $212.93万 | 1.87% | 8,711 | 83 | 1.0% | $2.03万 | 加仓 |
| UNP | UNION PAC CORPORATION | $209.78万 | 1.84% | 8,646 | -69 | -0.8% | -$1.67万 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $205.18万 | 1.80% | 12,848 | 607 | 5.0% | $9.69万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $204.56万 | 1.80% | 4,714 | -142 | -2.9% | -$6.16万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $195.65万 | 1.72% | 14,941 | -289 | -1.9% | -$3.78万 | 减仓 |
| CME | CME GROUP INCORPORATED | $194.93万 | 1.71% | 6,600 | -188 | -2.8% | -$5.55万 | 减仓 |
| GLD | SPDR GOLD SHARES | $187.13万 | 1.64% | 4,349 | 141 | 3.4% | $6.07万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $174.04万 | 1.53% | 25,772 | 148 | 0.6% | $9,994 | 加仓 |
| HD | HOME DEPOT INCORPORATED | $147.99万 | 1.30% | 4,500 | -94 | -2.0% | -$3.09万 | 减仓 |
| ABBV | ABBVIE INCORPORATED | $119.19万 | 1.05% | 5,480 | 363 | 7.1% | $7.90万 | 加仓 |
| FBNC | FIRST BANCORP N C | $109.81万 | 0.96% | 19,488 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $109.78万 | 0.96% | 12,669 | -348 | -2.7% | -$3.02万 | 减仓 |
| O | REALTY INCOME CORPORATION REIT | $95.39万 | 0.84% | 15,591 | 698 | 4.7% | $4.27万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $93.93万 | 0.82% | 7,556 | -45 | -0.6% | -$5,594 | 减仓 |
| IYW | ISHARES TR U.S. TECH ETF | $80.15万 | 0.70% | 4,418 | 13 | 0.3% | $2,359 | 加仓 |
| TSLA | TESLA INCORPORATED | $69.07万 | 0.61% | 1,858 | 1,359 | 272.3% | $50.52万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $68.75万 | 0.60% | 2,034 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY INCORPORATED | $66.21万 | 0.58% | 5,504 | -786 | -12.5% | -$9.46万 | 减仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $59.49万 | 0.52% | 9,185 | 51 | 0.6% | $3,303 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $56.30万 | 0.49% | 11,403 | -1 | -0.0% | -$49 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $54.69万 | 0.48% | 1,312 | -18 | -1.4% | -$7,504 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $51.58万 | 0.45% | 10,151 | 51 | 0.5% | $2,591 | 加仓 |
| F | FORD MTR COMPANY | $51.54万 | 0.45% | 44,664 | 468 | 1.1% | $5,401 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.30万 | 0.42% | 2,334 | -76 | -3.2% | -$1.57万 | 减仓 |
| ORCL | ORACLE CORPORATION | $43.13万 | 0.38% | 2,932 | -1,064 | -26.6% | -$15.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $40.02万 | 0.35% | 2,295 | 4 | 0.2% | $698 | 加仓 |
| PSX | PHILLIPS 66 | $38.83万 | 0.34% | 2,131 | 6 | 0.3% | $1,093 | 加仓 |
| V | VISA INCORPORATED COM CLASS A | $36.73万 | 0.32% | 1,215 | -48 | -3.8% | -$1.45万 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $36.34万 | 0.32% | 3,335 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INCORPORATED | $35.83万 | 0.31% | 1,919 | -1,177 | -38.0% | -$21.97万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $35.18万 | 0.31% | 1,636 | 357 | 27.9% | $7.68万 | 加仓 |
| — | EXXON MOBIL CORPORATION | $33.75万 | 0.30% | 1,989 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INCORPORATED | $31.50万 | 0.28% | 1,333 | 167 | 14.3% | $3.95万 | 加仓 |
| META | META PLATFORMS INCORPORATED CLASS A | $30.78万 | 0.27% | 538 | -10 | -1.8% | -$5,721 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $30.28万 | 0.27% | 1,872 | 9 | 0.5% | $1,456 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $29.50万 | 0.26% | 2,661 | 13 | 0.5% | $1,441 | 加仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $29.17万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $27.71万 | 0.24% | 1,436 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $26.81万 | 0.24% | 1,106 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $26.12万 | 0.23% | 545 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORPORATION | $25.97万 | 0.23% | 430 | 2 | 0.5% | $1,208 | 加仓 |
| YUM | YUM BRANDS INCORPORATED | $25.65万 | 0.23% | 1,650 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $24.91万 | 0.22% | 1,902 | -32 | -1.7% | -$4,190 | 减仓 |
| AKRE | AKRE FOCUS ETF | $22.39万 | 0.20% | 4,237 | -6,952 | -62.1% | -$36.74万 | 减仓 |
| TFC | TRUIST FINL CORPORATION | $20.57万 | 0.18% | 4,476 | 1 | 0.0% | $46 | 加仓 |
| AON | AON PLC SHS CL A (IRELAND) | $20.53万 | 0.18% | 636 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $18.40万 | 0.16% | 641 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $18.02万 | 0.16% | 1,241 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $17.32万 | 0.15% | 1,745 | -1,086 | -38.4% | -$10.78万 | 减仓 |
| PEP | PEPSICO INCORPORATED | $17.21万 | 0.15% | 1,108 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $17.11万 | 0.15% | 5,403 | 5,403 | — | $17.11万 | 新建仓 |
| DLTR | DOLLAR TREE INCORPORATED | $17.09万 | 0.15% | 1,561 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $16.39万 | 0.14% | 1,250 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $15.37万 | 0.13% | 2,534 | 5 | 0.2% | $303 | 加仓 |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | $15.28万 | 0.13% | 3,250 | 34 | 1.1% | $1,598 | 加仓 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $15.07万 | 0.13% | 327 | -50 | -13.3% | -$2.30万 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $14.72万 | 0.13% | 2,097 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $14.37万 | 0.13% | 850 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INCORPORATED | $13.52万 | 0.12% | 1,912 | 3 | 0.2% | $212 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $12.79万 | 0.11% | 629 | -21 | -3.2% | -$4,270 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $11.88万 | 0.10% | 1,800 | -88 | -4.7% | -$5,807 | 减仓 |
| DG | DOLLAR GENERAL CORPORATION | $11.04万 | 0.10% | 930 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $10.60万 | 0.09% | 163 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $10.03万 | 0.09% | 1,998 | -13 | -0.6% | -$653 | 减仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $9.73万 | 0.09% | 1,395 | 1,395 | — | $9.73万 | 新建仓 |
| HTB | HOMETRUST BANCSHARES INCORPORATED | $9.13万 | 0.08% | 2,140 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.08万 | 0.07% | 1,048 | 1,048 | — | $8.08万 | 新建仓 |
| AMGN | AMGEN INCORPORATED | $8.00万 | 0.07% | 227 | 1 | 0.4% | $352 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $7.84万 | 0.07% | 541 | -727 | -57.3% | -$10.53万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $7.62万 | 0.07% | 825 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.05万 | 0.06% | 686 | 3 | 0.4% | $308 | 加仓 |
| MCD | MCDONALDS CORPORATION | $6.66万 | 0.06% | 214 | 1 | 0.5% | $311 | 加仓 |
| KO | COCA COLA COMPANY | $6.56万 | 0.06% | 862 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORPORATION | $6.38万 | 0.06% | 308 | 1 | 0.3% | $207 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $6.28万 | 0.06% | 424 | 7 | 1.7% | $1,037 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $6.22万 | 0.05% | 425 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORPORATION | $6.14万 | 0.05% | 1,496 | 6 | 0.4% | $246 | 加仓 |
| EQIX | EQUINIX INCORPORATED REIT | $5.93万 | 0.05% | 61 | 1 | 1.7% | $972 | 加仓 |
| SO | SOUTHERN COMPANY | $5.73万 | 0.05% | 594 | 2 | 0.3% | $193 | 加仓 |
| AIA | ISHARES TR ASIA 50 ETF | $5.58万 | 0.05% | 526 | 526 | — | $5.58万 | 新建仓 |
| PG | PROCTER & GAMBLE COMPANY | $5.50万 | 0.05% | 381 | 1 | 0.3% | $144 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5.30万 | 0.05% | 53 | 0 | 0.0% | — | 不变 |