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 |
|---|---|---|---|---|---|---|---|---|
| GPIX | GOLDMAN SACHS ETF TR | $5,095.73万 | 14.00% | 916,992 | 29,494 | 3.3% | $163.90万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,917.45万 | 5.27% | 67,142 | 2,691 | 4.2% | $76.85万 | 加仓 |
| USFR | WISDOMTREE TR | $1,602.77万 | 4.40% | 318,326 | -5,180 | -1.6% | -$26.08万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,455.36万 | 4.00% | 257,677 | 223,502 | 654.0% | $1,262.34万 | 加仓 |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | $1,426.73万 | 3.92% | 300,175 | -80,591 | -21.2% | -$383.05万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,424.87万 | 3.91% | 272,233 | 27,502 | 11.2% | $143.95万 | 加仓 |
| AAPL | APPLE INC | $1,091.79万 | 3.00% | 37,731 | -421 | -1.1% | -$12.18万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $933.30万 | 2.56% | 386,620 | 224,533 | 138.5% | $542.02万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $892.30万 | 2.45% | 196,801 | -5,400 | -2.7% | -$24.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $844.71万 | 2.32% | 42,216 | -2,463 | -5.5% | -$49.28万 | 减仓 |
| GOOGL | ALPHABET INC | $804.70万 | 2.21% | 22,517 | -2,899 | -11.4% | -$103.60万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $783.94万 | 2.15% | 172,332 | 25,458 | 17.3% | $115.81万 | 加仓 |
| META | META PLATFORMS INC | $710.41万 | 1.95% | 12,612 | 1,372 | 12.2% | $77.28万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $659.40万 | 1.81% | 218,561 | 4,961 | 2.3% | $14.97万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $620.40万 | 1.70% | 5,375 | -2,342 | -30.3% | -$270.32万 | 减仓 |
| AMZN | AMAZON COM INC | $560.76万 | 1.54% | 23,528 | 1,944 | 9.0% | $46.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $555.38万 | 1.53% | 14,889 | 2,452 | 19.7% | $91.46万 | 加仓 |
| IUSV | ISHARES TR | $513.58万 | 1.41% | 46,626 | 149 | 0.3% | $1.64万 | 加仓 |
| DGRW | WISDOMTREE TR | $502.65万 | 1.38% | 52,567 | -5,875 | -10.1% | -$56.18万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $497.17万 | 1.37% | 181,647 | 171,358 | 1,665.4% | $469.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $462.09万 | 1.27% | 104,168 | 16,090 | 18.3% | $71.38万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $448.80万 | 1.23% | 54,460 | -4,864 | -8.2% | -$40.08万 | 减仓 |
| IVV | ISHARES TR | $438.92万 | 1.21% | 5,861 | -10 | -0.2% | -$7,489 | 减仓 |
| POWL | POWELL INDS INC | $420.64万 | 1.16% | 14,689 | -6,305 | -30.0% | -$180.55万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $389.62万 | 1.07% | 142,560 | 77,799 | 120.1% | $212.62万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $388.71万 | 1.07% | 84,410 | 46,440 | 122.3% | $213.86万 | 加仓 |
| AVGO | BROADCOM INC | $375.74万 | 1.03% | 9,947 | -2,438 | -19.7% | -$92.09万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $355.25万 | 0.98% | 42,555 | -1,218 | -2.8% | -$10.17万 | 减仓 |
| TSLA | TESLA INC | $336.25万 | 0.92% | 7,995 | 1,270 | 18.9% | $53.41万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $335.44万 | 0.92% | 66,319 | -6,391 | -8.8% | -$32.33万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $334.03万 | 0.92% | 69,171 | 45,398 | 191.0% | $219.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $314.34万 | 0.86% | 4,269 | 587 | 15.9% | $43.22万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $306.93万 | 0.84% | 63,480 | 36,986 | 139.6% | $178.83万 | 加仓 |
| SLV | ISHARES SILVER TR | $300.21万 | 0.82% | 56,145 | 21,553 | 62.3% | $115.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $272.45万 | 0.75% | 8,323 | 320 | 4.0% | $10.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $257.34万 | 0.71% | 3,446 | -1,748 | -33.7% | -$130.54万 | 减仓 |
| URA | GLOBAL X FDS | $256.35万 | 0.70% | 58,662 | -9,153 | -13.5% | -$40.00万 | 减仓 |
| EBAY | EBAY INC. | $243.59万 | 0.67% | 21,798 | 1,386 | 6.8% | $15.49万 | 加仓 |
| GNW | GENWORTH FINL INC | $238.37万 | 0.65% | 251,710 | 2,856 | 1.1% | $2.70万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $228.26万 | 0.63% | 88,713 | 51,843 | 140.6% | $133.39万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $204.32万 | 0.56% | 14,400 | 35 | 0.2% | $4,966 | 加仓 |
| SSNC | SS&C TECH HLDGS | $203.72万 | 0.56% | 32,832 | 3,210 | 10.8% | $19.92万 | 加仓 |
| QCOM | QUALCOMM INC | $191.04万 | 0.52% | 10,338 | -304 | -2.9% | -$5.62万 | 减仓 |
| USB | US BANCORP | $187.30万 | 0.51% | 31,010 | 3,021 | 10.8% | $18.25万 | 加仓 |
| BAC | BANK OF AMER CORP | $180.93万 | 0.50% | 31,754 | 3,463 | 12.2% | $19.73万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $176.05万 | 0.48% | 15,419 | 2,857 | 22.7% | $32.62万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $175.48万 | 0.48% | 4,742 | -3,520 | -42.6% | -$130.26万 | 减仓 |
| WFC | WELLS FARGO & CO | $172.61万 | 0.47% | 20,887 | 2,104 | 11.2% | $17.39万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $152.83万 | 0.42% | 3,542 | -1,871 | -34.6% | -$80.73万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $149.26万 | 0.41% | 14,578 | 1,748 | 13.6% | $17.90万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $142.76万 | 0.39% | 2,733 | 77 | 2.9% | $4.02万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $138.35万 | 0.38% | 47,773 | 12,333 | 34.8% | $35.72万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $137.20万 | 0.38% | 3,166 | 3,166 | — | $137.20万 | 新建仓 |
| KVYO | KLAVIYO INC | $135.04万 | 0.37% | 89,430 | 89,430 | — | $135.04万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $134.30万 | 0.37% | 36,535 | -1,823 | -4.8% | -$6.70万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $132.99万 | 0.37% | 13,394 | 1,490 | 12.5% | $14.79万 | 加仓 |
| GOOG | ALPHABET INC | $131.03万 | 0.36% | 3,709 | 1 | 0.0% | $353 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $114.72万 | 0.32% | 21,236 | 286 | 1.4% | $1.54万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $112.17万 | 0.31% | 11,687 | 3,045 | 35.2% | $29.23万 | 加仓 |
| NKE | NIKE INC | $109.83万 | 0.30% | 26,756 | 8,289 | 44.9% | $34.03万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $108.86万 | 0.30% | 9,279 | 1,020 | 12.4% | $11.97万 | 加仓 |
| FAST | FASTENAL CO | $108.12万 | 0.30% | 22,511 | 3,401 | 17.8% | $16.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $107.21万 | 0.29% | 15,338 | -22 | -0.1% | -$1,538 | 减仓 |
| WMT | WALMART INC | $106.22万 | 0.29% | 9,378 | -498 | -5.0% | -$5.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $95.75万 | 0.26% | 1,394 | -1,896 | -57.6% | -$130.23万 | 减仓 |
| PFE | PFIZER INC | $92.93万 | 0.26% | 38,591 | 7,251 | 23.1% | $17.46万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $91.41万 | 0.25% | 15,864 | 4,140 | 35.3% | $23.85万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $90.86万 | 0.25% | 24,662 | 5,309 | 27.4% | $19.56万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $88.86万 | 0.24% | 24,595 | 6,178 | 33.5% | $22.32万 | 加仓 |
| LLY | ELI LILLY & CO | $88.70万 | 0.24% | 739 | -41 | -5.3% | -$4.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $86.66万 | 0.24% | 5,228 | -686 | -11.6% | -$11.37万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $85.16万 | 0.23% | 15,480 | 52 | 0.3% | $2,861 | 加仓 |
| HD | HOME DEPOT INC | $85.11万 | 0.23% | 2,413 | 496 | 25.9% | $17.49万 | 加仓 |
| CAT | CATERPILLAR INC | $83.82万 | 0.23% | 787 | -225 | -22.2% | -$23.96万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $83.25万 | 0.23% | 9,993 | 1,010 | 11.2% | $8.41万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $83.24万 | 0.23% | 5,694 | -64 | -1.1% | -$9,356 | 减仓 |
| V | VISA INC | $82.44万 | 0.23% | 2,403 | 18 | 0.8% | $6,175 | 加仓 |
| ALB | ALBEMARLE CORP | $80.20万 | 0.22% | 5,939 | 756 | 14.6% | $10.21万 | 加仓 |
| SNPS | SYNOPSYS INC | $76.32万 | 0.21% | 1,711 | 616 | 56.3% | $27.48万 | 加仓 |
| FIG | FIGMA INC | $75.98万 | 0.21% | 42,002 | 10,218 | 32.1% | $18.48万 | 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 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $71.91万 | 0.20% | 8,717 | 2,745 | 46.0% | $22.64万 | 加仓 |
| ABBV | ABBVIE INC | $70.79万 | 0.19% | 2,813 | -965 | -25.5% | -$24.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $67.44万 | 0.19% | 721 | 18 | 2.6% | $1.68万 | 加仓 |
| ISTB | ISHARES TR | $64.66万 | 0.18% | 13,401 | -2,284 | -14.6% | -$11.02万 | 减仓 |
| — | ISHARES TR | $62.45万 | 0.17% | 21,460 | -2,385 | -10.0% | -$6.94万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.91万 | 0.16% | 801 | -24 | -2.9% | -$1.74万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $57.04万 | 0.16% | 15,471 | 3,837 | 33.0% | $14.15万 | 加仓 |
| TOLZ | PROSHARES TR | $53.72万 | 0.15% | 9,064 | 9,064 | — | $53.72万 | 新建仓 |
| GE | GE AEROSPACE | $52.53万 | 0.14% | 1,406 | 227 | 19.3% | $8.48万 | 加仓 |
| S | SENTINELONE INC | $52.50万 | 0.14% | 30,936 | 7,185 | 30.3% | $12.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $51.01万 | 0.14% | 1,483 | 113 | 8.2% | $3.89万 | 加仓 |
| GLD | SPDR GOLD TR | $48.74万 | 0.13% | 1,323 | 23 | 1.8% | $8,473 | 加仓 |
| STIP | ISHARES TR | $48.31万 | 0.13% | 4,729 | -1,558 | -24.8% | -$15.92万 | 减仓 |
| PAVE | GLOBAL X FDS | $47.28万 | 0.13% | 8,024 | 8,024 | — | $47.28万 | 新建仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $46.14万 | 0.13% | 7,035 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.98万 | 0.12% | 11,081 | 11,081 | — | $42.98万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.03万 | 0.12% | 840 | 86 | 11.4% | $4.30万 | 加仓 |
| BIDU | BAIDU INC | $39.80万 | 0.11% | 3,482 | -15 | -0.4% | -$1,714 | 减仓 |
| VXF | VANGUARD INDEX FDS | $38.14万 | 0.10% | 1,549 | -527 | -25.4% | -$12.98万 | 减仓 |