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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | $1,478.27万 | 11.48% | 19,739 | -126 | -0.6% | -$9.44万 | 减仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $621.83万 | 4.83% | 64,385 | 37,186 | 136.7% | $359.14万 | 加仓 |
| AAPL | APPLE INCORPORATED | $598.50万 | 4.65% | 20,683 | -435 | -2.1% | -$12.59万 | 减仓 |
| AVGO | BROADCOM INCORPORATED | $545.54万 | 4.24% | 14,442 | -409 | -2.8% | -$15.45万 | 减仓 |
| VLO | VALERO ENERGY CORPORATION | $517.09万 | 4.02% | 19,854 | -570 | -2.8% | -$14.85万 | 减仓 |
| GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $515.44万 | 4.00% | 14,423 | -339 | -2.3% | -$12.11万 | 减仓 |
| JPM | JPMORGAN CHASE & COMPANY | $453.34万 | 3.52% | 13,849 | 86 | 0.6% | $2.82万 | 加仓 |
| WMT | WALMART INC | $440.22万 | 3.42% | 38,868 | -461 | -1.2% | -$5.22万 | 减仓 |
| MSFT | MICROSOFT CORPORATION | $436.36万 | 3.39% | 11,698 | -72 | -0.6% | -$2.69万 | 减仓 |
| MPC | MARATHON PETE CORPORATION | $400.88万 | 3.11% | 15,679 | -250 | -1.6% | -$6.39万 | 减仓 |
| AMZN | AMAZON COM INCORPORATED | $400.84万 | 3.11% | 16,818 | 12 | 0.1% | $2,860 | 加仓 |
| ETN | EATON CORPORATION PLC SHS (IRELAND) | $399.36万 | 3.10% | 9,372 | 145 | 1.6% | $6.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INCORPORATED | $398.29万 | 3.09% | 3,938 | 19 | 0.5% | $1.92万 | 加仓 |
| CSCO | CISCO SYSTEMS INCORPORATED | $311.23万 | 2.42% | 26,497 | -1,368 | -4.9% | -$16.07万 | 减仓 |
| 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 |
| UNP | UNION PAC CORPORATION | $240.24万 | 1.87% | 8,832 | 186 | 2.2% | $5.06万 | 加仓 |
| CB | CHUBB LIMITED (SWITZERLAND) | $238.23万 | 1.85% | 6,992 | 12 | 0.2% | $4,089 | 加仓 |
| UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $237.36万 | 1.84% | 51,791 | 9 | 0.0% | $412 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $234.43万 | 1.82% | 7,996 | -10 | -0.1% | -$2,932 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $226.05万 | 1.76% | 8,901 | 190 | 2.2% | $4.83万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $217.58万 | 1.69% | 14,891 | -50 | -0.3% | -$7,306 | 减仓 |
| TJX | TJX COMPANIES INCORPORATED NEW | $214.33万 | 1.66% | 14,147 | 1,299 | 10.1% | $19.68万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $197.76万 | 1.54% | 4,762 | 48 | 1.0% | $1.99万 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $193.37万 | 1.50% | 25,077 | -695 | -2.7% | -$5.36万 | 减仓 |
| HD | HOME DEPOT INCORPORATED | $164.56万 | 1.28% | 4,666 | 166 | 3.7% | $5.85万 | 加仓 |
| GLD | SPDR GOLD SHARES | $161.46万 | 1.25% | 4,383 | 34 | 0.8% | $1.25万 | 加仓 |
| ABBV | ABBVIE INCORPORATED | $150.55万 | 1.17% | 5,983 | 503 | 9.2% | $12.66万 | 加仓 |
| CME | CME GROUP INCORPORATED | $148.30万 | 1.15% | 6,716 | 116 | 1.8% | $2.56万 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $123.43万 | 0.96% | 38,899 | 33,496 | 620.0% | $106.28万 | 加仓 |
| O | REALTY INCOME CORPORATION REIT | $119.58万 | 0.93% | 19,299 | 3,708 | 23.8% | $22.97万 | 加仓 |
| IYW | ISHARES TR U.S. TECH ETF | $113.20万 | 0.88% | 4,488 | 70 | 1.6% | $1.77万 | 加仓 |
| IJR | ISHARES TR CORE S&P SCP ETF | $108.31万 | 0.84% | 7,303 | -253 | -3.3% | -$3.75万 | 减仓 |
| MDT | MEDTRONIC PLC SHS (IRELAND) | $105.88万 | 0.82% | 13,535 | 866 | 6.8% | $6.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) | $97.15万 | 0.75% | 2,034 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS (IRELAND) | $89.70万 | 0.70% | 1,826 | 514 | 39.2% | $25.25万 | 加仓 |
| FBNC | FIRST BANCORP N C | $71.21万 | 0.55% | 11,138 | -8,350 | -42.8% | -$53.38万 | 减仓 |
| AIA | ISHARES TR ASIA 50 ETF | $66.82万 | 0.52% | 4,717 | 4,191 | 796.8% | $59.37万 | 加仓 |
| MRK | MERCK & COMPANY INCORPORATED | $64.15万 | 0.50% | 4,992 | -512 | -9.3% | -$6.58万 | 减仓 |
| F | FORD MTR COMPANY | $62.62万 | 0.49% | 45,050 | 386 | 0.9% | $5,365 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $62.01万 | 0.48% | 11,567 | 164 | 1.4% | $8,792 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $60.72万 | 0.47% | 10,306 | 155 | 1.5% | $9,133 | 加仓 |
| NVDA | NVIDIA CORPORATION | $60.40万 | 0.47% | 3,019 | 724 | 31.5% | $14.48万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | $53.82万 | 0.42% | 3,150 | 3,150 | — | $53.82万 | 新建仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $52.75万 | 0.41% | 9,322 | 137 | 1.5% | $7,753 | 加仓 |
| ORCL | ORACLE CORPORATION | $43.02万 | 0.33% | 2,936 | 4 | 0.1% | $586 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $39.70万 | 0.31% | 3,385 | 50 | 1.5% | $5,864 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $38.48万 | 0.30% | 1,626 | -10 | -0.6% | -$2,366 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.00万 | 0.30% | 2,293 | -41 | -1.8% | -$6,795 | 减仓 |
| IEMG | ISHARES INCORPORATED CORE MSCI EMKT | $37.40万 | 0.29% | 4,515 | 3,120 | 223.7% | $25.84万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHINES | $37.15万 | 0.29% | 1,321 | 215 | 19.4% | $6.05万 | 加仓 |
| PSX | PHILLIPS 66 | $36.13万 | 0.28% | 2,137 | 6 | 0.3% | $1,014 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $35.21万 | 0.27% | 1,901 | 29 | 1.5% | $5,372 | 加仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $33.01万 | 0.26% | 1,000 | 0 | 0.0% | — | 不变 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $28.97万 | 0.23% | 2,704 | 43 | 1.6% | $4,607 | 加仓 |
| RTX | RTX CORPORATION | $27.26万 | 0.21% | 1,437 | 1 | 0.1% | $190 | 加仓 |
| — | EXXON MOBIL CORPORATION | $27.19万 | 0.21% | 1,989 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INCORPORATED | $26.38万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $24.77万 | 0.19% | 495 | -50 | -9.2% | -$2.50万 | 减仓 |
| LOW | LOWES COMPANIES INCORPORATED | $23.04万 | 0.18% | 1,045 | -288 | -21.6% | -$6.35万 | 减仓 |
| GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $22.66万 | 0.18% | 641 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORPORATION | $22.30万 | 0.17% | 4,477 | 1 | 0.0% | $50 | 加仓 |
| AON | AON PLC SHS CL A (IRELAND) | $21.10万 | 0.16% | 636 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE FOCUS ETF | $20.60万 | 0.16% | 3,873 | -364 | -8.6% | -$1.94万 | 减仓 |
| MMM | 3M COMPANY | $20.09万 | 0.16% | 1,241 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORPORATION | $18.93万 | 0.15% | 850 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | $18.74万 | 0.15% | 1,480 | -422 | -22.2% | -$5.34万 | 减仓 |
| DLTR | DOLLAR TREE INCORPORATED | $18.25万 | 0.14% | 1,509 | -52 | -3.3% | -$6,289 | 减仓 |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | $17.10万 | 0.13% | 1,250 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $16.92万 | 0.13% | 1,709 | -36 | -2.1% | -$3,563 | 减仓 |
| MET | METLIFE INCORPORATED | $16.19万 | 0.13% | 1,913 | 1 | 0.1% | $85 | 加仓 |
| LMT | LOCKHEED MARTIN CORPORATION | $16.06万 | 0.12% | 315 | -115 | -26.7% | -$5.86万 | 减仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $15.89万 | 0.12% | 2,097 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INCORPORATED | $15.06万 | 0.12% | 358 | -1,500 | -80.7% | -$63.09万 | 减仓 |
| PEP | PEPSICO INC | $15.00万 | 0.12% | 1,108 | 0 | 0.0% | — | 不变 |
| V | VISA INCORPORATED COM CLASS A | $14.67万 | 0.11% | 428 | -787 | -64.8% | -$26.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB COMPANY | $14.63万 | 0.11% | 2,539 | 5 | 0.2% | $288 | 加仓 |
| CRM | SALESFORCE INCORPORATED | $14.33万 | 0.11% | 915 | -1,004 | -52.3% | -$15.73万 | 减仓 |
| MO | ALTRIA GROUP INCORPORATED | $12.95万 | 0.10% | 1,800 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INCORPORATED COM NEW | $12.29万 | 0.10% | 309 | -18 | -5.5% | -$7,158 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $12.18万 | 0.09% | 163 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR (UNITED KINGDOM) | $12.17万 | 0.09% | 3,292 | 42 | 1.3% | $1,552 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INCORPORATED | $11.65万 | 0.09% | 520 | -109 | -17.3% | -$2.44万 | 减仓 |
| DG | DOLLAR GENERAL CORPORATION | $10.71万 | 0.08% | 930 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INCORPORATED | $10.68万 | 0.08% | 2,140 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INCORPORATED CLASS A | $9.27万 | 0.07% | 165 | -373 | -69.3% | -$20.95万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $8.96万 | 0.07% | 1,048 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INCORPORATED | $8.47万 | 0.07% | 2,001 | 3 | 0.2% | $127 | 加仓 |
| RJF | RAYMOND JAMES FINL INCORPORATED | $8.34万 | 0.06% | 549 | 8 | 1.5% | $1,215 | 加仓 |
| AMGN | AMGEN INCORPORATED | $8.29万 | 0.06% | 229 | 2 | 0.9% | $724 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INCORPORATED | $7.60万 | 0.06% | 825 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORPORATION | $7.36万 | 0.06% | 309 | 1 | 0.3% | $238 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $7.20万 | 0.06% | 4,150 | 4,067 | 4,900.0% | $7.06万 | 加仓 |
| CSX | CSX CORPORATION | $7.13万 | 0.06% | 1,500 | 4 | 0.3% | $190 | 加仓 |
| KO | COCA COLA COMPANY | $7.01万 | 0.05% | 862 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | $6.70万 | 0.05% | 424 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORPORATION COM NEW | $6.55万 | 0.05% | 1,755 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $6.27万 | 0.05% | 692 | 6 | 0.9% | $544 | 加仓 |
| MCD | MCDONALDS CORPORATION | $5.83万 | 0.05% | 216 | 2 | 0.9% | $540 | 加仓 |
| SO | SOUTHERN COMPANY | $5.71万 | 0.04% | 596 | 2 | 0.3% | $192 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4.98万 | 0.04% | 53 | 0 | 0.0% | — | 不变 |