Eaton Financial Holdings Company, LLC
Coral Springs FL · SEC CIK 0001972322
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -112,479 | -100.0% | -$638.99万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -83,013 | -100.0% | -$592.80万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -30,062 | -100.0% | -$310.03万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -35,800 | -100.0% | -$260.19万 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -27,423 | -100.0% | -$144.30万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -2,782 | -100.0% | -$79.91万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -6,997 | -100.0% | -$79.61万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -7,264 | -100.0% | -$72.05万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14,547 | -100.0% | -$65.04万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -13,592 | -100.0% | -$32.68万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,007 | -100.0% | -$31.90万 | 清仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -5,782 | -100.0% | -$23.55万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -401 | -100.0% | -$22.90万 | 清仓 |
| BOXX | EA SERIES TRUST | $0 | 0.00% | 0 | -1,900 | -100.0% | -$21.87万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -1,322 | -100.0% | -$21.17万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -614 | -100.0% | -$21.06万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -14,199 | -100.0% | -$4.40万 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.22万 | 0.00% | 10,250 | -2,500 | -19.6% | -$2,975 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $1.64万 | 0.01% | 11,800 | 0 | 0.0% | — | 不变 |
| — | CARDIOL THERAPEUTICS INC | $1.89万 | 0.01% | 14,000 | 14,000 | — | $1.89万 | 新建仓 |
| — | ESPERION THERAPEUTICS INC NE | $12.77万 | 0.04% | 46,595 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $21.12万 | 0.07% | 4,547 | -778 | -14.6% | -$3.61万 | 减仓 |
| FISV | FISERV INC | $21.62万 | 0.07% | 3,875 | -402 | -9.4% | -$2.24万 | 减仓 |
| ITOT | ISHARES TR | $23.22万 | 0.08% | 1,630 | 1,630 | — | $23.22万 | 新建仓 |
| FFSM | FIDELITY COVINGTON TRUST | $24.34万 | 0.08% | 7,617 | 9 | 0.1% | $288 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.19万 | 0.09% | 321 | -10 | -3.0% | -$8,470 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.21万 | 0.09% | 825 | 7 | 0.9% | $2,394 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $28.40万 | 0.09% | 10,289 | 10,289 | — | $28.40万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $28.54万 | 0.09% | 4,855 | 4,855 | — | $28.54万 | 新建仓 |
| IEFA | ISHARES TR | $29.24万 | 0.10% | 3,229 | -4,549 | -58.5% | -$41.19万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP I | $29.37万 | 0.10% | 11,192 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $29.59万 | 0.10% | 2,787 | -257 | -8.4% | -$2.73万 | 减仓 |
| — | ISHARES TR | $29.91万 | 0.10% | 3,562 | -20 | -0.6% | -$1,679 | 减仓 |
| S | SENTINELONE INC | $30.59万 | 0.10% | 23,751 | -5,753 | -19.5% | -$7.41万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.60万 | 0.10% | 1,459 | 1,459 | — | $31.60万 | 新建仓 |
| JD | JD.COM INC | $32.19万 | 0.11% | 10,885 | -3,211 | -22.8% | -$9.49万 | 减仓 |
| GE | GE AEROSPACE | $33.45万 | 0.11% | 1,179 | -251 | -17.6% | -$7.12万 | 减仓 |
| FG | F&G ANNUITIES & LIFE INC | $33.85万 | 0.11% | 13,370 | -585 | -4.2% | -$1.48万 | 减仓 |
| NFLX | NETFLIX INC. | $35.18万 | 0.12% | 3,659 | -4,582 | -55.6% | -$44.06万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $36.02万 | 0.12% | 11,634 | -3,815 | -24.7% | -$11.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.13万 | 0.12% | 754 | -14,418 | -95.0% | -$690.94万 | 减仓 |
| BIDU | BAIDU INC | $38.96万 | 0.13% | 3,497 | -325 | -8.5% | -$3.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.67万 | 0.13% | 656 | -86 | -11.6% | -$5.20万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $40.04万 | 0.13% | 4,260 | -480 | -10.1% | -$4.51万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $40.74万 | 0.13% | 7,035 | -3,032 | -30.1% | -$17.56万 | 减仓 |
| VV | VANGUARD INDEX FDS | $40.93万 | 0.13% | 1,370 | -183 | -11.8% | -$5.47万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $41.70万 | 0.14% | 1,301 | 1 | 0.1% | $320 | 加仓 |
| VXF | VANGUARD INDEX FDS | $42.72万 | 0.14% | 2,076 | -243 | -10.5% | -$5.00万 | 减仓 |
| SNPS | SYNOPSYS INC | $43.41万 | 0.14% | 1,095 | 160 | 17.1% | $6.34万 | 加仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $44.40万 | 0.15% | 14,087 | 128 | 0.9% | $4,034 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.23万 | 0.15% | 5,972 | 5,972 | — | $45.23万 | 新建仓 |
| AMGN | AMGEN INC | $45.58万 | 0.15% | 1,295 | -194 | -13.0% | -$6.83万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $48.06万 | 0.16% | 5,612 | 5,612 | — | $48.06万 | 新建仓 |
| RTX | RTX CORPORATION | $50.80万 | 0.17% | 2,633 | -396 | -13.1% | -$7.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.56万 | 0.18% | 18,417 | -2,990 | -14.0% | -$8.69万 | 减仓 |
| GLD | SPDR GOLD TR | $55.94万 | 0.18% | 1,300 | 1,300 | — | $55.94万 | 新建仓 |
| HD | HOME DEPOT INC | $63.04万 | 0.21% | 1,917 | -15 | -0.8% | -$4,932 | 减仓 |
| STIP | ISHARES TR | $65.03万 | 0.21% | 6,287 | 6,287 | — | $65.03万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $65.34万 | 0.21% | 8,983 | 181 | 2.1% | $1.32万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $65.74万 | 0.22% | 19,353 | -1,521 | -7.3% | -$5.17万 | 减仓 |
| FIG | FIGMA INC | $67.19万 | 0.22% | 31,784 | 15,622 | 96.7% | $33.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.10万 | 0.23% | 703 | -33 | -4.5% | -$3.29万 | 减仓 |
| — | ISHARES TR | $70.34万 | 0.23% | 23,845 | 11,680 | 96.0% | $34.45万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $71.11万 | 0.23% | 11,724 | 492 | 4.4% | $2.98万 | 加仓 |
| CAT | CATERPILLAR INC | $71.72万 | 0.23% | 1,012 | -23 | -2.2% | -$1.63万 | 减仓 |
| LLY | ELI LILLY & CO | $71.74万 | 0.23% | 780 | -137 | -14.9% | -$12.60万 | 减仓 |
| V | VISA INC | $72.09万 | 0.24% | 2,385 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $74.76万 | 0.24% | 15,428 | -1,063 | -6.4% | -$5.15万 | 减仓 |
| ISTB | ISHARES TR | $76.01万 | 0.25% | 15,685 | 51 | 0.3% | $2,471 | 加仓 |
| ABBV | ABBVIE INC | $82.16万 | 0.27% | 3,778 | -958 | -20.2% | -$20.83万 | 减仓 |
| PFE | PFIZER INC | $88.00万 | 0.29% | 31,340 | 212 | 0.7% | $5,953 | 加仓 |
| FAST | FASTENAL CO | $88.67万 | 0.29% | 19,110 | 1,767 | 10.2% | $8.20万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $88.84万 | 0.29% | 5,413 | 577 | 11.9% | $9.47万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.95万 | 0.29% | 35,440 | -415 | -1.2% | -$1.04万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $90.34万 | 0.30% | 23,773 | 2,099 | 9.7% | $7.98万 | 加仓 |
| ALB | ALBEMARLE CORP | $93.04万 | 0.30% | 5,183 | -586 | -10.2% | -$10.52万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $94.06万 | 0.31% | 18,677 | 2,403 | 14.8% | $12.10万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $94.64万 | 0.31% | 8,259 | 373 | 4.7% | $4.27万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $95.09万 | 0.31% | 36,870 | 4,689 | 14.6% | $12.09万 | 加仓 |
| IHI | ISHARES TR | $95.74万 | 0.31% | 17,945 | -191 | -1.1% | -$1.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $95.92万 | 0.31% | 15,360 | -601 | -3.8% | -$3.75万 | 减仓 |
| NKE | NIKE INC | $97.54万 | 0.32% | 18,467 | 2,711 | 17.2% | $14.32万 | 加仓 |
| IJR | ISHARES TR | $100.43万 | 0.33% | 8,079 | -1,182 | -12.8% | -$14.69万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $100.54万 | 0.33% | 5,758 | 4,201 | 269.8% | $73.35万 | 加仓 |
| GOOG | ALPHABET INC | $106.38万 | 0.35% | 3,708 | -237 | -6.0% | -$6.80万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $108.42万 | 0.35% | 8,642 | 56 | 0.7% | $7,026 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $110.57万 | 0.36% | 20,950 | 38 | 0.2% | $2,006 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $119.15万 | 0.39% | 11,904 | 448 | 3.9% | $4.48万 | 加仓 |
| CVX | CHEVRON CORPORATION | $122.35万 | 0.40% | 5,914 | -244 | -4.0% | -$5.05万 | 减仓 |
| WMT | WALMART INC | $122.73万 | 0.40% | 9,876 | -20 | -0.2% | -$2,486 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $123.01万 | 0.40% | 2,656 | -177 | -6.2% | -$8.20万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $126.70万 | 0.41% | 26,494 | 3,745 | 16.5% | $17.91万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $135.64万 | 0.44% | 12,830 | -720 | -5.3% | -$7.61万 | 减仓 |
| QCOM | QUALCOMM INC | $137.05万 | 0.45% | 10,642 | 462 | 4.5% | $5.95万 | 加仓 |
| BAC | BANK AMERICA CORP | $137.92万 | 0.45% | 28,291 | 2,091 | 8.0% | $10.19万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $145.15万 | 0.48% | 38,358 | 581 | 1.5% | $2.20万 | 加仓 |
| USB | US BANCORP | $145.57万 | 0.48% | 27,989 | 654 | 2.4% | $3.40万 | 加仓 |
| WFC | WELLS FARGO & CO | $149.53万 | 0.49% | 18,783 | 999 | 5.6% | $7.95万 | 加仓 |