Eaton Financial Holdings Company, LLC
Coral Springs FL · SEC CIK 0001972322
$3.64亿2026Q2 申报市值
134持仓数
45.8%前十大占比 · 第一大 14.0%
15 / 8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
JEPI 加仓+$1,262.34万
SCHO 加仓+$542.02万
FIDELITY COVINGT 加仓+$469.01万
FESM 加仓+$219.23万
JPIE 加仓+$213.86万
2026Q2 卖出最多 按季末市值估算
FBTC 清仓-$423.53万
TSPA 减仓-$383.05万
IEI 清仓-$310.72万
PLTR 清仓-$289.90万
MU 减仓-$270.32万
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 |
|---|---|---|---|---|---|---|---|---|
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -71,748 | -100.0% | -$423.53万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -26,199 | -100.0% | -$310.72万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,818 | -100.0% | -$289.90万 | 清仓 |
| TFLR | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -18,677 | -100.0% | -$94.06万 | 清仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $0 | 0.00% | 0 | -14,087 | -100.0% | -$44.40万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -656 | -100.0% | -$39.67万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -4,547 | -100.0% | -$21.12万 | 清仓 |
| — | AKEBIA THREAPEUTICS INC | $0 | 0.00% | 0 | -11,800 | -100.0% | -$1.64万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.37万 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.48万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| — | FRACTYL HEALTH INC | $2.53万 | 0.01% | 31,835 | 31,835 | — | $2.53万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $9.09万 | 0.02% | 28,774 | -17,821 | -38.2% | -$5.63万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $20.36万 | 0.06% | 5,074 | 5,074 | — | $20.36万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $20.62万 | 0.06% | 2,652 | -653 | -19.8% | -$5.08万 | 重新持有 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $20.74万 | 0.06% | 2,558 | 2,558 | — | $20.74万 | 新建仓 |
| IJR | ISHARES TR | $20.88万 | 0.06% | 1,408 | -6,671 | -82.6% | -$98.91万 | 减仓 |
| ESGD | ISHARES TR | $21.30万 | 0.06% | 2,072 | -49 | -2.3% | -$5,037 | 重新持有 |
| IHI | ISHARES TR | $21.88万 | 0.06% | 4,429 | -13,516 | -75.3% | -$66.79万 | 减仓 |
| CMI | CUMMINS INC | $21.96万 | 0.06% | 308 | 308 | — | $21.96万 | 新建仓 |
| BTGO | BITGO HOLDINGS INC | $22.40万 | 0.06% | 43,234 | 43,234 | — | $22.40万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $22.52万 | 0.06% | 6,045 | 6,045 | — | $22.52万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $25.18万 | 0.07% | 860 | 860 | — | $25.18万 | 新建仓 |
| FISV | FISERV INC | $26.15万 | 0.07% | 5,331 | 1,456 | 37.6% | $7.14万 | 加仓 |
| RTX | RTX CORPORATION | $26.41万 | 0.07% | 1,392 | -1,241 | -47.1% | -$23.55万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $26.75万 | 0.07% | 10,059 | -3,311 | -24.8% | -$8.80万 | 减仓 |
| ITOT | ISHARES TR | $26.85万 | 0.07% | 1,635 | 5 | 0.3% | $821 | 加仓 |
| AMGN | AMGEN INC | $27.35万 | 0.08% | 755 | -540 | -41.7% | -$19.56万 | 减仓 |
| NFLX | NETFLIX INC. | $29.11万 | 0.08% | 4,077 | 418 | 11.4% | $2.98万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $29.14万 | 0.08% | 7,625 | 8 | 0.1% | $306 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $29.41万 | 0.08% | 8,310 | 8,310 | — | $29.41万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.73万 | 0.08% | 998 | 998 | — | $29.73万 | 新建仓 |
| MUB | ISHARES TR | $30.01万 | 0.08% | 2,789 | 2 | 0.1% | $215 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $30.14万 | 0.08% | 875 | -426 | -32.7% | -$14.68万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $30.61万 | 0.08% | 11,192 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $30.88万 | 0.08% | 1,345 | -114 | -7.8% | -$2.62万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $31.66万 | 0.09% | 5,034 | 179 | 3.7% | $1.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.86万 | 0.09% | 3,453 | -807 | -18.9% | -$7.45万 | 减仓 |
| — | ISHARES TR | $32.09万 | 0.09% | 3,589 | 27 | 0.8% | $2,414 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $33.52万 | 0.09% | 577 | 577 | — | $33.52万 | 新建仓 |
| IEFA | ISHARES TR | $35.28万 | 0.10% | 3,653 | 424 | 13.1% | $4.10万 | 加仓 |
| JD | JD.COM INC | $35.92万 | 0.10% | 14,096 | 3,211 | 29.5% | $8.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.26万 | 0.10% | 368 | 47 | 14.6% | $4.76万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $38.14万 | 0.10% | 1,549 | -527 | -25.4% | -$12.98万 | 减仓 |
| BIDU | BAIDU INC | $39.80万 | 0.11% | 3,482 | -15 | -0.4% | -$1,714 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.03万 | 0.12% | 840 | 86 | 11.4% | $4.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $42.98万 | 0.12% | 11,081 | 11,081 | — | $42.98万 | 新建仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $46.14万 | 0.13% | 7,035 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $47.28万 | 0.13% | 8,024 | 8,024 | — | $47.28万 | 新建仓 |
| STIP | ISHARES TR | $48.31万 | 0.13% | 4,729 | -1,558 | -24.8% | -$15.92万 | 减仓 |
| GLD | SPDR GOLD TR | $48.74万 | 0.13% | 1,323 | 23 | 1.8% | $8,473 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.01万 | 0.14% | 1,483 | 113 | 8.2% | $3.89万 | 加仓 |
| S | SENTINELONE INC | $52.50万 | 0.14% | 30,936 | 7,185 | 30.3% | $12.19万 | 加仓 |
| GE | GE AEROSPACE | $52.53万 | 0.14% | 1,406 | 227 | 19.3% | $8.48万 | 加仓 |
| TOLZ | PROSHARES TR | $53.72万 | 0.15% | 9,064 | 9,064 | — | $53.72万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $57.04万 | 0.16% | 15,471 | 3,837 | 33.0% | $14.15万 | 加仓 |
| AMAT | APPLIED MATLS INC | $57.91万 | 0.16% | 801 | -24 | -2.9% | -$1.74万 | 减仓 |
| — | ISHARES TR | $62.45万 | 0.17% | 21,460 | -2,385 | -10.0% | -$6.94万 | 减仓 |
| ISTB | ISHARES TR | $64.66万 | 0.18% | 13,401 | -2,284 | -14.6% | -$11.02万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.44万 | 0.19% | 721 | 18 | 2.6% | $1.68万 | 加仓 |
| ABBV | ABBVIE INC | $70.79万 | 0.19% | 2,813 | -965 | -25.5% | -$24.28万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $71.91万 | 0.20% | 8,717 | 2,745 | 46.0% | $22.64万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $73.02万 | 0.20% | 7,941 | 2,329 | 41.5% | $21.42万 | 加仓 |
| FIG | FIGMA INC | $75.98万 | 0.21% | 42,002 | 10,218 | 32.1% | $18.48万 | 加仓 |
| SNPS | SYNOPSYS INC | $76.32万 | 0.21% | 1,711 | 616 | 56.3% | $27.48万 | 加仓 |
| ALB | ALBEMARLE CORP | $80.20万 | 0.22% | 5,939 | 756 | 14.6% | $10.21万 | 加仓 |
| V | VISA INC | $82.44万 | 0.23% | 2,403 | 18 | 0.8% | $6,175 | 加仓 |
| COIN | COINBASE GLOBAL INC | $83.24万 | 0.23% | 5,694 | -64 | -1.1% | -$9,356 | 减仓 |
| BHP | BHP BILLITON LIMITED | $83.25万 | 0.23% | 9,993 | 1,010 | 11.2% | $8.41万 | 加仓 |
| CAT | CATERPILLAR INC | $83.82万 | 0.23% | 787 | -225 | -22.2% | -$23.96万 | 减仓 |
| HD | HOME DEPOT INC | $85.11万 | 0.23% | 2,413 | 496 | 25.9% | $17.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $85.16万 | 0.23% | 15,480 | 52 | 0.3% | $2,861 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.66万 | 0.24% | 5,228 | -686 | -11.6% | -$11.37万 | 减仓 |
| LLY | ELI LILLY & CO | $88.70万 | 0.24% | 739 | -41 | -5.3% | -$4.92万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $88.86万 | 0.24% | 24,595 | 6,178 | 33.5% | $22.32万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $90.86万 | 0.25% | 24,662 | 5,309 | 27.4% | $19.56万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.41万 | 0.25% | 15,864 | 4,140 | 35.3% | $23.85万 | 加仓 |
| PFE | PFIZER INC | $92.93万 | 0.26% | 38,591 | 7,251 | 23.1% | $17.46万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $95.75万 | 0.26% | 1,394 | -1,896 | -57.6% | -$130.23万 | 减仓 |
| WMT | WALMART INC | $106.22万 | 0.29% | 9,378 | -498 | -5.0% | -$5.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $107.21万 | 0.29% | 15,338 | -22 | -0.1% | -$1,538 | 减仓 |
| FAST | FASTENAL CO | $108.12万 | 0.30% | 22,511 | 3,401 | 17.8% | $16.34万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $108.86万 | 0.30% | 9,279 | 1,020 | 12.4% | $11.97万 | 加仓 |
| NKE | NIKE INC | $109.83万 | 0.30% | 26,756 | 8,289 | 44.9% | $34.03万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $112.17万 | 0.31% | 11,687 | 3,045 | 35.2% | $29.23万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $114.72万 | 0.32% | 21,236 | 286 | 1.4% | $1.54万 | 加仓 |
| GOOG | ALPHABET INC | $131.03万 | 0.36% | 3,709 | 1 | 0.0% | $353 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $132.99万 | 0.37% | 13,394 | 1,490 | 12.5% | $14.79万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $134.30万 | 0.37% | 36,535 | -1,823 | -4.8% | -$6.70万 | 减仓 |
| KVYO | KLAVIYO INC | $135.04万 | 0.37% | 89,430 | 89,430 | — | $135.04万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $137.20万 | 0.38% | 3,166 | 3,166 | — | $137.20万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $138.35万 | 0.38% | 47,773 | 12,333 | 34.8% | $35.72万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $142.76万 | 0.39% | 2,733 | 77 | 2.9% | $4.02万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $149.26万 | 0.41% | 14,578 | 1,748 | 13.6% | $17.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $152.83万 | 0.42% | 3,542 | -1,871 | -34.6% | -$80.73万 | 减仓 |
| WFC | WELLS FARGO & CO | $172.61万 | 0.47% | 20,887 | 2,104 | 11.2% | $17.39万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $175.48万 | 0.48% | 4,742 | -3,520 | -42.6% | -$130.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $176.05万 | 0.48% | 15,419 | 2,857 | 22.7% | $32.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $180.93万 | 0.50% | 31,754 | 3,463 | 12.2% | $19.73万 | 加仓 |
| USB | US BANCORP | $187.30万 | 0.51% | 31,010 | 3,021 | 10.8% | $18.25万 | 加仓 |
| QCOM | QUALCOMM INC | $191.04万 | 0.52% | 10,338 | -304 | -2.9% | -$5.62万 | 减仓 |