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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | $4,441.04万 | 14.54% | 887,498 | 23,953 | 2.8% | $119.86万 | 加仓 |
| USFR | WISDOMTREE TR | $1,628.53万 | 5.33% | 323,506 | 108,974 | 50.8% | $548.58万 | 加仓 |
| TSPA | T ROWE PRICE ETF INC | $1,557.33万 | 5.10% | 380,766 | -4,898 | -1.3% | -$20.03万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,340.90万 | 4.39% | 64,451 | -29,195 | -31.2% | -$607.40万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,270.89万 | 4.16% | 244,731 | 22,870 | 10.3% | $118.76万 | 加仓 |
| AAPL | APPLE INC | $968.26万 | 3.17% | 38,152 | -7,167 | -15.8% | -$181.89万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $927.90万 | 3.04% | 202,201 | -3,167 | -1.5% | -$14.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $779.19万 | 2.55% | 44,679 | -12,457 | -21.8% | -$217.25万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $757.00万 | 2.48% | 213,600 | 8,786 | 4.3% | $31.14万 | 加仓 |
| GOOGL | ALPHABET INC | $730.86万 | 2.39% | 25,416 | -7,510 | -22.8% | -$215.96万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $670.04万 | 2.19% | 146,874 | 5,755 | 4.1% | $26.25万 | 加仓 |
| META | META PLATFORMS INC | $643.05万 | 2.11% | 11,240 | -1,677 | -13.0% | -$95.94万 | 减仓 |
| DGRW | WISDOMTREE TR | $513.35万 | 1.68% | 58,442 | -65,130 | -52.7% | -$572.10万 | 减仓 |
| IUSV | ISHARES TR | $475.22万 | 1.56% | 46,477 | -3,331 | -6.7% | -$34.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $460.38万 | 1.51% | 12,437 | -3,322 | -21.1% | -$122.97万 | 减仓 |
| AMZN | AMAZON COM INC | $449.52万 | 1.47% | 21,584 | -4,366 | -16.8% | -$90.93万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $423.53万 | 1.39% | 71,748 | 508 | 0.7% | $3.00万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $393.39万 | 1.29% | 162,087 | -17,554 | -9.8% | -$42.60万 | 减仓 |
| IVV | ISHARES TR | $383.49万 | 1.26% | 5,871 | -1,062 | -15.3% | -$69.37万 | 减仓 |
| AVGO | BROADCOM INC | $383.32万 | 1.26% | 12,385 | -166 | -1.3% | -$5.14万 | 减仓 |
| POWL | POWELL INDS INC | $378.65万 | 1.24% | 6,998 | -272 | -3.7% | -$14.72万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $362.75万 | 1.19% | 72,710 | -7,957 | -9.9% | -$39.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $342.27万 | 1.12% | 88,078 | 961 | 1.1% | $3.73万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $337.81万 | 1.11% | 5,194 | 3,555 | 216.9% | $231.21万 | 加仓 |
| URA | GLOBAL X FDS | $328.43万 | 1.08% | 67,815 | 1,618 | 2.4% | $7.84万 | 加仓 |
| IEI | ISHARES TR | $310.72万 | 1.02% | 26,199 | -47 | -0.2% | -$5,574 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $289.90万 | 0.95% | 19,818 | 9,590 | 93.8% | $140.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $265.06万 | 0.87% | 8,262 | 943 | 12.9% | $30.25万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $263.87万 | 0.86% | 59,324 | -2,639 | -4.3% | -$11.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $260.70万 | 0.85% | 7,717 | -1,054 | -12.0% | -$35.61万 | 减仓 |
| TSLA | TESLA INC | $249.98万 | 0.82% | 6,725 | -1,221 | -15.4% | -$45.39万 | 减仓 |
| SLV | ISHARES SILVER TR | $235.71万 | 0.77% | 34,592 | -8,218 | -19.2% | -$56.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $235.42万 | 0.77% | 8,003 | -1,700 | -17.5% | -$50.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $212.50万 | 0.70% | 3,682 | -1,350 | -26.8% | -$77.91万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $202.93万 | 0.66% | 43,773 | -2,883 | -6.2% | -$13.37万 | 减仓 |
| GNW | GENWORTH FINL INC | $202.07万 | 0.66% | 248,854 | -8,741 | -3.4% | -$7.10万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $200.15万 | 0.66% | 29,622 | -947 | -3.1% | -$6.40万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $196.59万 | 0.64% | 3,290 | 3,290 | — | $196.59万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $193.71万 | 0.63% | 34,175 | -235,129 | -87.3% | -$1,332.72万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $192.32万 | 0.63% | 12,562 | -458 | -3.5% | -$7.01万 | 减仓 |
| EBAY | EBAY INC. | $185.79万 | 0.61% | 20,412 | -503 | -2.4% | -$4.58万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $179.74万 | 0.59% | 14,365 | -1,733 | -10.8% | -$21.68万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $176.34万 | 0.58% | 64,761 | 10,412 | 19.2% | $28.35万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $174.93万 | 0.57% | 37,970 | 5,572 | 17.2% | $25.67万 | 加仓 |
| WFC | WELLS FARGO & CO | $149.53万 | 0.49% | 18,783 | 999 | 5.6% | $7.95万 | 加仓 |
| USB | US BANCORP | $145.57万 | 0.48% | 27,989 | 654 | 2.4% | $3.40万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $145.15万 | 0.48% | 38,358 | 581 | 1.5% | $2.20万 | 加仓 |
| BAC | BANK AMERICA CORP | $137.92万 | 0.45% | 28,291 | 2,091 | 8.0% | $10.19万 | 加仓 |
| QCOM | QUALCOMM INC | $137.05万 | 0.45% | 10,642 | 462 | 4.5% | $5.95万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $135.64万 | 0.44% | 12,830 | -720 | -5.3% | -$7.61万 | 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 |
| DIA | STATE STR SPDR DOW JONES IND | $123.01万 | 0.40% | 2,656 | -177 | -6.2% | -$8.20万 | 减仓 |
| WMT | WALMART INC | $122.73万 | 0.40% | 9,876 | -20 | -0.2% | -$2,486 | 减仓 |
| CVX | CHEVRON CORPORATION | $122.35万 | 0.40% | 5,914 | -244 | -4.0% | -$5.05万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $119.15万 | 0.39% | 11,904 | 448 | 3.9% | $4.48万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $110.57万 | 0.36% | 20,950 | 38 | 0.2% | $2,006 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $108.42万 | 0.35% | 8,642 | 56 | 0.7% | $7,026 | 加仓 |
| GOOG | ALPHABET INC | $106.38万 | 0.35% | 3,708 | -237 | -6.0% | -$6.80万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $100.54万 | 0.33% | 5,758 | 4,201 | 269.8% | $73.35万 | 加仓 |
| IJR | ISHARES TR | $100.43万 | 0.33% | 8,079 | -1,182 | -12.8% | -$14.69万 | 减仓 |
| NKE | NIKE INC | $97.54万 | 0.32% | 18,467 | 2,711 | 17.2% | $14.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $95.92万 | 0.31% | 15,360 | -601 | -3.8% | -$3.75万 | 减仓 |
| IHI | ISHARES TR | $95.74万 | 0.31% | 17,945 | -191 | -1.1% | -$1.02万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $95.09万 | 0.31% | 36,870 | 4,689 | 14.6% | $12.09万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $94.64万 | 0.31% | 8,259 | 373 | 4.7% | $4.27万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $94.06万 | 0.31% | 18,677 | 2,403 | 14.8% | $12.10万 | 加仓 |
| ALB | ALBEMARLE CORP | $93.04万 | 0.30% | 5,183 | -586 | -10.2% | -$10.52万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $90.34万 | 0.30% | 23,773 | 2,099 | 9.7% | $7.98万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $88.95万 | 0.29% | 35,440 | -415 | -1.2% | -$1.04万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $88.84万 | 0.29% | 5,413 | 577 | 11.9% | $9.47万 | 加仓 |
| FAST | FASTENAL CO | $88.67万 | 0.29% | 19,110 | 1,767 | 10.2% | $8.20万 | 加仓 |
| PFE | PFIZER INC | $88.00万 | 0.29% | 31,340 | 212 | 0.7% | $5,953 | 加仓 |
| ABBV | ABBVIE INC | $82.16万 | 0.27% | 3,778 | -958 | -20.2% | -$20.83万 | 减仓 |
| ISTB | ISHARES TR | $76.01万 | 0.25% | 15,685 | 51 | 0.3% | $2,471 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $74.76万 | 0.24% | 15,428 | -1,063 | -6.4% | -$5.15万 | 减仓 |
| V | VISA INC | $72.09万 | 0.24% | 2,385 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $71.74万 | 0.23% | 780 | -137 | -14.9% | -$12.60万 | 减仓 |
| CAT | CATERPILLAR INC | $71.72万 | 0.23% | 1,012 | -23 | -2.2% | -$1.63万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $71.11万 | 0.23% | 11,724 | 492 | 4.4% | $2.98万 | 加仓 |
| — | ISHARES TR | $70.34万 | 0.23% | 23,845 | 11,680 | 96.0% | $34.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.10万 | 0.23% | 703 | -33 | -4.5% | -$3.29万 | 减仓 |
| FIG | FIGMA INC | $67.19万 | 0.22% | 31,784 | 15,622 | 96.7% | $33.02万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $65.74万 | 0.22% | 19,353 | -1,521 | -7.3% | -$5.17万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $65.34万 | 0.21% | 8,983 | 181 | 2.1% | $1.32万 | 加仓 |
| STIP | ISHARES TR | $65.03万 | 0.21% | 6,287 | 6,287 | — | $65.03万 | 新建仓 |
| HD | HOME DEPOT INC | $63.04万 | 0.21% | 1,917 | -15 | -0.8% | -$4,932 | 减仓 |
| GLD | SPDR GOLD TR | $55.94万 | 0.18% | 1,300 | 1,300 | — | $55.94万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $53.56万 | 0.18% | 18,417 | -2,990 | -14.0% | -$8.69万 | 减仓 |
| RTX | RTX CORPORATION | $50.80万 | 0.17% | 2,633 | -396 | -13.1% | -$7.64万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $48.06万 | 0.16% | 5,612 | 5,612 | — | $48.06万 | 新建仓 |
| AMGN | AMGEN INC | $45.58万 | 0.15% | 1,295 | -194 | -13.0% | -$6.83万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.23万 | 0.15% | 5,972 | 5,972 | — | $45.23万 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $44.40万 | 0.15% | 14,087 | 128 | 0.9% | $4,034 | 加仓 |
| SNPS | SYNOPSYS INC | $43.41万 | 0.14% | 1,095 | 160 | 17.1% | $6.34万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $42.72万 | 0.14% | 2,076 | -243 | -10.5% | -$5.00万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $41.70万 | 0.14% | 1,301 | 1 | 0.1% | $320 | 加仓 |
| VV | VANGUARD INDEX FDS | $40.93万 | 0.13% | 1,370 | -183 | -11.8% | -$5.47万 | 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 |
| SCHW | SCHWAB CHARLES CORP | $40.04万 | 0.13% | 4,260 | -480 | -10.1% | -$4.51万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.67万 | 0.13% | 656 | -86 | -11.6% | -$5.20万 | 减仓 |