CrossGen Wealth, LLC 13F 持仓 · 2026年Q2
CrossGen Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 214 只证券，申报市值合计 1.29 亿美元。前几大持仓：IVV（11.48%）、IEFA（4.83%）、AAPL（4.65%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | $14.8M | 11.48% | 19,739 | 减持 |
| 2 | IEFA | ISHARES TR CORE MSCI EAFE | $6.2M | 4.83% | 64,385 | 增持 |
| 3 | AAPL | APPLE INCORPORATED | $6.0M | 4.65% | 20,683 | 减持 |
| 4 | AVGO | BROADCOM INCORPORATED | $5.5M | 4.24% | 14,442 | 减持 |
| 5 | VLO | VALERO ENERGY CORPORATION | $5.2M | 4.02% | 19,854 | 减持 |
| 6 | GOOGL | ALPHABET INCORPORATED CAP STK CLASS A | $5.2M | 4.00% | 14,423 | 减持 |
| 7 | JPM | JPMORGAN CHASE & COMPANY | $4.5M | 3.52% | 13,849 | 增持 |
| 8 | WMT | WALMART INC | $4.4M | 3.42% | 38,868 | 减持 |
| 9 | MSFT | MICROSOFT CORPORATION | $4.4M | 3.39% | 11,698 | 减持 |
| 10 | AMZN | AMAZON COM INCORPORATED | $4.0M | 3.11% | 16,818 | 增持 |
| 11 | MPC | MARATHON PETE CORPORATION | $4.0M | 3.11% | 15,679 | 减持 |
| 12 | ETN | EATON CORPORATION PLC SHS (IRELAND) | $4.0M | 3.10% | 9,372 | 增持 |
| 13 | GS | GOLDMAN SACHS GROUP INCORPORATED | $4.0M | 3.09% | 3,938 | 增持 |
| 14 | CSCO | CISCO SYSTEMS INCORPORATED | $3.1M | 2.42% | 26,497 | 减持 |
| 15 | VOO | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $2.6M | 2.00% | 3,757 | 减持 |
| 16 | UNP | UNION PAC CORPORATION | $2.4M | 1.87% | 8,832 | 增持 |
| 17 | CB | CHUBB LIMITED (SWITZERLAND) | $2.4M | 1.85% | 6,992 | 增持 |
| 18 | UBSI | UNITED BANKSHARES INCORPORATED WEST VA | $2.4M | 1.84% | 51,791 | 增持 |
| 19 | APD | AIR PRODUCTS AND CHEMICALS INCORPORATED | $2.3M | 1.82% | 7,996 | 减持 |
| 20 | JNJ | JOHNSON & JOHNSON | $2.3M | 1.76% | 8,901 | 增持 |
| 21 | JCI | JOHNSON CONTROLS INTERNATION SHS (IRELAND) | $2.2M | 1.69% | 14,891 | 减持 |
| 22 | TJX | TJX COMPANIES INCORPORATED NEW | $2.1M | 1.66% | 14,147 | 增持 |
| 23 | MSI | MOTOROLA SOLUTIONS INCORPORATED COM NEW | $2.0M | 1.54% | 4,762 | 增持 |
| 24 | IJH | ISHARES TR CORE S&P MCP ETF | $1.9M | 1.50% | 25,077 | 减持 |
| 25 | HD | HOME DEPOT INCORPORATED | $1.6M | 1.28% | 4,666 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR