13F 机构持仓

Eaton Financial Holdings Company, LLC

Coral Springs FL · SEC CIK 0001972322

2026Q22026Q1 更早 9 个季度 🔒
$3.05亿2026Q1 申报市值
125持仓数
47.2%前十大占比 · 第一大 14.5%
10 / 17新建仓 / 清仓
申报市值走势$3.64亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GPIX 14.5%
USFR 5.3%
TSPA 5.1%
FTEC 4.4%
BINC 4.2%
AAPL 3.2%
XLU 3.0%
NVDA 2.6%
PHYS 2.5%
GOOGL 2.4%

2026Q1 买入最多 按季末市值估算

USFR 加仓+$548.58万
SPY 加仓+$231.21万
VOO 新建仓+$196.59万
PLTR 加仓+$140.28万
GPIX 加仓+$119.86万

2026Q1 卖出最多 按季末市值估算

JEPI 减仓-$1,332.72万
BRK/B 减仓-$690.94万
SPYV 清仓-$638.99万
FTEC 减仓-$607.40万
EFV 清仓-$592.80万

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
JPIE J P MORGAN EXCHANGE TRADED F $174.93万0.57%37,970 5,57217.2% $25.67万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $176.34万0.58%64,761 10,41219.2% $28.35万 加仓
GSLC GOLDMAN SACHS ETF TR $179.74万0.59%14,365 -1,733-10.8% -$21.68万 减仓
EBAY EBAY INC. $185.79万0.61%20,412 -503-2.4% -$4.58万 减仓
LULU LULULEMON ATHLETICA INC $192.32万0.63%12,562 -458-3.5% -$7.01万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $193.71万0.63%34,175 -235,129-87.3% -$1,332.72万 减仓
VOO VANGUARD INDEX FDS $196.59万0.64%3,290 3,290— $196.59万 新建仓
SSNC SS&C TECH HLDGS $200.15万0.66%29,622 -947-3.1% -$6.40万 减仓
GNW GENWORTH FINL INC $202.07万0.66%248,854 -8,741-3.4% -$7.10万 减仓
VSXY VICTORIAS SECRET AND CO $202.93万0.66%43,773 -2,883-6.2% -$13.37万 减仓
QQQ INVESCO QQQ TR $212.50万0.70%3,682 -1,350-26.8% -$77.91万 减仓
JPM JPMORGAN CHASE & CO $235.42万0.77%8,003 -1,700-17.5% -$50.01万 减仓
SLV ISHARES SILVER TR $235.71万0.77%34,592 -8,218-19.2% -$56.00万 减仓
TSLA TESLA INC $249.98万0.82%6,725 -1,221-15.4% -$45.39万 减仓
MU MICRON TECHNOLOGY INC $260.70万0.85%7,717 -1,054-12.0% -$35.61万 减仓
GFS GLOBALFOUNDRIES INC $263.87万0.86%59,324 -2,639-4.3% -$11.74万 减仓
VTI VANGUARD INDEX FDS $265.06万0.87%8,262 94312.9% $30.25万 加仓
PLTR PALANTIR TECHNOLOGIES INC $289.90万0.95%19,818 9,59093.8% $140.28万 加仓
IEI ISHARES TR $310.72万1.02%26,199 -47-0.2% -$5,574 减仓
URA GLOBAL X FDS $328.43万1.08%67,815 1,6182.4% $7.84万 加仓
SPY STATE STR SPDR S&P 500 ETF T $337.81万1.11%5,194 3,555216.9% $231.21万 加仓
— DIMENSIONAL ETF TRUST $342.27万1.12%88,078 9611.1% $3.73万 加仓
VTEB VANGUARD MUN BD FDS $362.75万1.19%72,710 -7,957-9.9% -$39.70万 减仓
POWL POWELL INDS INC $378.65万1.24%6,998 -272-3.7% -$14.72万 减仓
AVGO BROADCOM INC $383.32万1.26%12,385 -166-1.3% -$5.14万 减仓
IVV ISHARES TR $383.49万1.26%5,871 -1,062-15.3% -$69.37万 减仓
SCHO SCHWAB STRATEGIC TR $393.39万1.29%162,087 -17,554-9.8% -$42.60万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $423.53万1.39%71,748 5080.7% $3.00万 加仓
AMZN AMAZON COM INC $449.52万1.47%21,584 -4,366-16.8% -$90.93万 减仓
MSFT MICROSOFT CORP $460.38万1.51%12,437 -3,322-21.1% -$122.97万 减仓
IUSV ISHARES TR $475.22万1.56%46,477 -3,331-6.7% -$34.06万 减仓
DGRW WISDOMTREE TR $513.35万1.68%58,442 -65,130-52.7% -$572.10万 减仓
META META PLATFORMS INC $643.05万2.11%11,240 -1,677-13.0% -$95.94万 减仓
FBND FIDELITY MERRIMACK STR TR $670.04万2.19%146,874 5,7554.1% $26.25万 加仓
GOOGL ALPHABET INC $730.86万2.39%25,416 -7,510-22.8% -$215.96万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $757.00万2.48%213,600 8,7864.3% $31.14万 加仓
NVDA NVIDIA CORPORATION $779.19万2.55%44,679 -12,457-21.8% -$217.25万 减仓
XLU SELECT SECTOR SPDR TR $927.90万3.04%202,201 -3,167-1.5% -$14.53万 减仓
AAPL APPLE INC $968.26万3.17%38,152 -7,167-15.8% -$181.89万 减仓
BINC BLACKROCK ETF TRUST II $1,270.89万4.16%244,731 22,87010.3% $118.76万 加仓
FTEC FIDELITY COVINGTON TRUST $1,340.90万4.39%64,451 -29,195-31.2% -$607.40万 减仓
TSPA T ROWE PRICE ETF INC $1,557.33万5.10%380,766 -4,898-1.3% -$20.03万 减仓
USFR WISDOMTREE TR $1,628.53万5.33%323,506 108,97450.8% $548.58万 加仓
GPIX GOLDMAN SACHS ETF TR $4,441.04万14.54%887,498 23,9532.8% $119.86万 加仓