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
BIDU BAIDU INC $38.96万0.13%3,497 -325-8.5% -$3.62万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $36.13万0.12%754 -14,418-95.0% -$690.94万 减仓
SCHM SCHWAB STRATEGIC TR $36.02万0.12%11,634 -3,815-24.7% -$11.81万 减仓
NFLX NETFLIX INC. $35.18万0.12%3,659 -4,582-55.6% -$44.06万 减仓
FG F&G ANNUITIES & LIFE INC $33.85万0.11%13,370 -585-4.2% -$1.48万 减仓
GE GE AEROSPACE $33.45万0.11%1,179 -251-17.6% -$7.12万 减仓
JD JD.COM INC $32.19万0.11%10,885 -3,211-22.8% -$9.49万 减仓
AJG GALLAGHER ARTHUR J & CO $31.60万0.10%1,459 1,459— $31.60万 新建仓
S SENTINELONE INC $30.59万0.10%23,751 -5,753-19.5% -$7.41万 减仓
— ISHARES TR $29.91万0.10%3,562 -20-0.6% -$1,679 减仓
MUB ISHARES TR $29.59万0.10%2,787 -257-8.4% -$2.73万 减仓
DSGR DISTRIBUTION SOLUTIONS GRP I $29.37万0.10%11,192 00.0% — 不变
IEFA ISHARES TR $29.24万0.10%3,229 -4,549-58.5% -$41.19万 减仓
FCX FREEPORT MCMORAN INC $28.54万0.09%4,855 4,855— $28.54万 新建仓
— FIDELITY COVINGTON TRUST $28.40万0.09%10,289 10,289— $28.40万 新建仓
AMAT APPLIED MATLS INC $28.21万0.09%825 70.9% $2,394 加仓
GS GOLDMAN SACHS GROUP INC $27.19万0.09%321 -10-3.0% -$8,470 减仓
FFSM FIDELITY COVINGTON TRUST $24.34万0.08%7,617 90.1% $288 加仓
ITOT ISHARES TR $23.22万0.08%1,630 1,630— $23.22万 新建仓
FISV FISERV INC $21.62万0.07%3,875 -402-9.4% -$2.24万 减仓
FITB FIFTH THIRD BANCORP $21.12万0.07%4,547 -778-14.6% -$3.61万 减仓
— ESPERION THERAPEUTICS INC NE $12.77万0.04%46,595 00.0% — 不变
— CARDIOL THERAPEUTICS INC $1.89万0.01%14,000 14,000— $1.89万 新建仓
— AKEBIA THREAPEUTICS INC $1.64万0.01%11,800 00.0% — 不变
— MILESTONE PHARMACEUTICALS IN $1.22万0.00%10,250 -2,500-19.6% -$2,975 减仓
SPYV SPDR SERIES TRUST $00.00%0 -112,479-100.0% -$638.99万 清仓
EFV ISHARES TR $00.00%0 -83,013-100.0% -$592.80万 清仓
IYC ISHARES TR $00.00%0 -30,062-100.0% -$310.03万 清仓
EMXC ISHARES INC $00.00%0 -35,800-100.0% -$260.19万 清仓
IFRA ISHARES TR $00.00%0 -27,423-100.0% -$144.30万 清仓
HLT HILTON WORLDWIDE HLDGS INC $00.00%0 -2,782-100.0% -$79.91万 清仓
DIS DISNEY WALT CO $00.00%0 -6,997-100.0% -$79.61万 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -7,264-100.0% -$72.05万 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -14,547-100.0% -$65.04万 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -13,592-100.0% -$32.68万 清仓
SCHC SCHWAB STRATEGIC TR $00.00%0 -7,007-100.0% -$31.90万 清仓
BBEU J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
VZ VERIZON COMMUNICATIONS INC $00.00%0 -5,782-100.0% -$23.55万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -401-100.0% -$22.90万 清仓
BOXX EA SERIES TRUST $00.00%0 -1,900-100.0% -$21.87万 清仓
MMM 3M CO $00.00%0 -1,322-100.0% -$21.17万 清仓
OEF ISHARES TR $00.00%0 -614-100.0% -$21.06万 清仓
ESGD ISHARES TR $00.00%0 —— — 申报中断
— GOSSAMER BIO INC $00.00%0 -14,199-100.0% -$4.40万 清仓