13FBOX
CrossGen Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

CrossGen Wealth, LLC

No.8629 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.29亿
环比变动 Q1 2026
+$1,486.1万+13.1%
持仓股票数
214
新买入
23
加仓
59
减仓
42
清仓
9
持股不变
90
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
11.48%11.39%$1,478.3万2.0万股$1,297.6万2.0万股-126股-0.63%减仓
IiShares安硕信托IEFA
4.83%2.16%$621.8万6.4万股$246.2万2.7万股+3.7万股+136.72%加仓
苹果AAPL
4.65%4.71%$598.5万2.1万股$536.0万2.1万股-435股-2.06%减仓
博通AVGO
4.24%4.04%$545.5万1.4万股$459.7万1.5万股-409股-2.75%减仓
VALERO ENERGY COMVLO
4.02%4.43%$517.1万2.0万股$504.6万2.0万股-570股-2.79%减仓
谷歌AGOOGL
4%3.73%$515.4万1.4万股$424.5万1.5万股-339股-2.30%减仓
摩根大通JPM
3.52%3.56%$453.3万1.4万股$404.8万1.4万股+86股+0.62%加仓
沃尔玛WMT
3.42%4.29%$440.2万3.9万股$488.8万3.9万股-461股-1.17%减仓
微软MSFT
3.39%3.83%$436.4万1.2万股$435.7万1.2万股-72股-0.61%减仓
马拉松石油MPC
3.11%3.42%$400.9万1.6万股$388.9万1.6万股-250股-1.57%减仓
亚马逊AMZN
3.11%3.07%$400.8万1.7万股$350.0万1.7万股+12股+0.07%加仓
伊顿ETN
3.1%2.9%$399.4万9,372股$330.0万9,227股+145股+1.57%加仓
高盛GS
3.09%2.91%$398.3万3,938股$331.5万3,919股+19股+0.48%加仓
思科CSCO
2.42%1.9%$311.2万2.6万股$216.2万2.8万股-1,368股-4.91%减仓
V先锋领航指数基金VOO
2%2.08%$258.0万3,757股$237.2万3,970股-213股-5.37%减仓
联合太平洋铁路UNP
1.87%1.84%$240.2万8,832股$209.8万8,646股+186股+2.15%加仓
CHUBB LIMITEDCB
1.85%2%$238.2万6,992股$227.5万6,980股+12股+0.17%加仓
UNITED BANKSHARES WEST VUBSI
1.84%1.88%$237.4万5.2万股$214.5万5.2万股+9股+0.02%加仓
空气化工APD
1.82%2.04%$234.4万7,996股$232.6万8,006股-10股-0.12%减仓
强生JNJ
1.76%1.87%$226.0万8,901股$212.9万8,711股+190股+2.18%加仓
江森自控JCI
1.69%1.72%$217.6万1.5万股$195.6万1.5万股-50股-0.33%减仓
TJXTJX
1.66%1.8%$214.3万1.4万股$205.2万1.3万股+1,299股+10.11%加仓
摩托罗拉解决方案MSI
1.54%1.8%$197.8万4,762股$204.6万4,714股+48股+1.02%加仓
IiShares安硕·COREIJH
1.5%1.53%$193.4万2.5万股$174.0万2.6万股-695股-2.70%减仓
家得宝HD
1.28%1.3%$164.6万4,666股$148.0万4,500股+166股+3.69%加仓
SSPDR黄金信托GLD
1.25%1.64%$161.5万4,383股$187.1万4,349股+34股+0.78%加仓
艾伯维ABBV
1.17%1.05%$150.5万5,983股$119.2万5,480股+503股+9.18%加仓
芝加哥商品交易所CME
1.15%1.71%$148.3万6,716股$194.9万6,600股+116股+1.76%加仓
S嘉信·INTERNATIONAL DIVIDEND EQUITY ETFSCHY
0.96%0.15%$123.4万3.9万股$17.1万5,403股+3.3万股+619.95%加仓
REALTY INCOME COMO
0.93%0.84%$119.6万1.9万股$95.4万1.6万股+3,708股+23.78%加仓
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.88%0.7%$113.2万4,488股$80.2万4,418股+70股+1.58%加仓
IiShares安硕·COREIJR
0.84%0.82%$108.3万7,303股$93.9万7,556股-253股-3.35%减仓
美敦力MDT
0.82%0.96%$105.9万1.4万股$109.8万1.3万股+866股+6.84%加仓
台积电TSM
0.75%0.6%$97.2万2,034股$68.7万2,034股00.00%持仓不变
特灵科技TT
0.7%0.48%$89.7万1,826股$54.7万1,312股+514股+39.18%加仓
FIRST BANCORP N CFBNC
0.55%0.96%$71.2万1.1万股$109.8万1.9万股-8,350股-42.85%减仓
IiShares安硕信托AIA
0.52%0.05%$66.8万4,717股$5.6万526股+4,191股+796.77%加仓
默沙东MRK
0.5%0.58%$64.2万4,992股$66.2万5,504股-512股-9.30%减仓
福特F
0.49%0.45%$62.6万4.5万股$51.5万4.5万股+386股+0.86%加仓
SSPDR行业精选信托XLF
0.48%0.49%$62.0万1.2万股$56.3万1.1万股+164股+1.44%加仓
GGlobal X基金PAVE
0.47%0.45%$60.7万1.0万股$51.6万1.0万股+155股+1.53%加仓
英伟达NVDA
0.47%0.35%$60.4万3,019股$40.0万2,295股+724股+31.55%加仓
SSpaceXSPCX
0.42%$53.8万3,150股$00股+3,150股新买入
IISHARES U.S. ENERGY ETFIYE
0.41%0.52%$52.8万9,322股$59.5万9,185股+137股+1.49%加仓
甲骨文ORCL
0.33%0.38%$43.0万2,936股$43.1万2,932股+4股+0.14%加仓
SSPDR行业精选信托XLY
0.31%0.32%$39.7万3,385股$36.3万3,335股+50股+1.50%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.3%0.31%$38.5万1,626股$35.2万1,636股-10股-0.61%减仓
雪佛龙CVX
0.3%0.42%$38.0万2,293股$48.3万2,334股-41股-1.76%减仓
IiShares安硕IEMG
0.29%0.09%$37.4万4,515股$9.7万1,395股+3,120股+223.66%加仓
IIBMIBM
0.29%0.24%$37.1万1,321股$26.8万1,106股+215股+19.44%加仓

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