13F 机构持仓

EAGLE WEALTH STRATEGIES LLC

MULLICA HILL NJ · SEC CIK 0002009882

2026Q22026Q1 更早 9 个季度 🔒
$2.62亿2026Q2 申报市值
118持仓数
72.1%前十大占比 · 第一大 22.9%
10 / 9新建仓 / 清仓
申报市值走势$2.62亿2026Q2
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

VOO 22.9%
AVUV 12.4%
FLQM 10.4%
DFEV 7.9%
DGRW 7.3%
XLV 4.6%
LLY 1.9%
AMZN 1.7%
EXXON MOBIL CO 1.6%
SPY 1.4%

2026Q2 买入最多 按季末市值估算

FLQM 加仓+$191.91万
SPCX 新建仓+$76.78万
CCL 新建仓+$76.41万
XLV 加仓+$63.24万
VOO 加仓+$57.14万

2026Q2 卖出最多 按季末市值估算

AVUV 减仓-$95.95万
CCL 清仓-$67.97万
IBM 清仓-$47.43万
AMD 减仓-$39.44万
XBI 清仓-$33.91万

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
VOO VANGUARD INDEX FDS $5,996.31万22.91%87,307 8321.0% $57.14万 加仓
AVUV AMERICAN CENTY ETF TR $3,233.59万12.35%259,185 -7,691-2.9% -$95.95万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $2,730.89万10.43%471,779 33,1547.6% $191.91万 加仓
DFEV DIMENSIONAL ETF TRUST $2,063.80万7.89%483,697 -4,767-1.0% -$20.34万 减仓
DGRW WISDOMTREE TR $1,901.23万7.26%198,832 -1,347-0.7% -$12.88万 减仓
XLV SELECT SECTOR SPDR TR $1,209.13万4.62%76,209 3,9865.5% $63.24万 加仓
LLY ELI LILLY & CO $492.31万1.88%4,105 -21-0.5% -$2.52万 减仓
AMZN AMAZON COM INC $447.70万1.71%18,784 210.1% $5,005 加仓
— EXXON MOBIL CORP $406.93万1.55%29,764 140.0% $1,914 加仓
SPY STATE STR SPDR S&P 500 ETF T $379.10万1.45%5,077 270.5% $2.02万 加仓
PNC PNC FINL SVCS GROUP INC $326.97万1.25%13,280 110.1% $2,708 加仓
NVDA NVIDIA CORPORATION $316.33万1.21%15,809 -155-1.0% -$3.10万 减仓
AMD ADVANCED MICRO DEVICES INC $299.40万1.14%5,154 -679-11.6% -$39.44万 减仓
MSFT MICROSOFT CORP $286.19万1.09%7,672 98614.7% $36.78万 加仓
JPM JPMORGAN CHASE & CO $266.70万1.02%8,148 60.1% $1,964 加仓
AAPL APPLE INC $255.89万0.98%8,843 -148-1.6% -$4.28万 减仓
FULT FULTON FINL CORP PA $209.50万0.80%86,608 -348-0.4% -$8,418 减仓
MU MICRON TECHNOLOGY INC $192.65万0.74%1,669 -16-0.9% -$1.85万 减仓
PFIS PEOPLES FINL SVCS CORP $190.18万0.73%28,655 00.0% — 不变
CVX CHEVRON CORPORATION $172.48万0.66%10,405 -76-0.7% -$1.26万 减仓
GOOG ALPHABET INC $164.92万0.63%4,668 -207-4.2% -$7.31万 减仓
VO VANGUARD INDEX FDS $158.85万0.61%19,716 1,7529.8% $14.12万 加仓
IWB ISHARES TR $157.00万0.60%3,834 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $154.87万0.59%5,199 -142-2.7% -$4.23万 减仓
COHR COHERENT CORP $134.00万0.51%3,397 20.1% $789 加仓
MRK MERCK & CO INC $133.69万0.51%10,404 -74-0.7% -$9,509 减仓
AJG GALLAGHER ARTHUR J & CO $127.09万0.49%5,536 10.0% $230 加仓
CAT CATERPILLAR INC $125.10万0.48%1,175 40.3% $4,259 加仓
NEE NEXTERA ENERGY INC $98.40万0.38%11,211 390.3% $3,423 加仓
AVGO BROADCOM INC $98.07万0.37%2,596 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $84.51万0.32%1,707 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $83.56万0.32%6,076 -232-3.7% -$3.19万 减仓
SPCX SPACE EXPLORATION TECHN CORP $76.78万0.29%4,494 4,494— $76.78万 新建仓
CCL CARNIVAL CORP LTD $76.41万0.29%26,746 26,746— $76.41万 新建仓
NWFL NORWOOD FINANCIAL CORP $75.64万0.29%23,528 00.0% — 不变
IWM ISHARES TR $74.03万0.28%2,464 00.0% — 不变
META META PLATFORMS INC $70.63万0.27%1,254 33436.3% $18.81万 加仓
AMAT APPLIED MATLS INC $68.71万0.26%950 -4-0.4% -$2,893 减仓
ORCL ORACLE CORP $65.87万0.25%4,495 -27-0.6% -$3,957 减仓
ACN ACCENTURE PLC IRELAND $65.62万0.25%5,273 170.3% $2,115 加仓
APD AIR PRODUCTS AND CHEMICALS I $64.65万0.25%2,205 -15-0.7% -$4,398 减仓
ITW ILLINOIS TOOL WKS INC $63.78万0.24%2,358 562.4% $1.51万 加仓
CCJ CAMECO CORP $60.66万0.23%5,955 1,00020.2% $10.19万 加仓
V VISA INC $60.03万0.23%1,750 231.3% $7,889 加仓
GLD SPDR GOLD TR $59.16万0.23%1,606 48543.3% $17.87万 加仓
GOOGL ALPHABET INC $59.06万0.23%1,653 1328.7% $4.72万 加仓
ACGL ARCH CAP GROUP LTD $58.86万0.22%6,064 -10-0.2% -$971 减仓
IEFA ISHARES TR $57.56万0.22%5,960 1,52634.4% $14.74万 加仓
VONV VANGUARD SCOTTSDALE FDS $55.61万0.21%5,231 1482.9% $1.57万 加仓
T AT&T INC $55.29万0.21%26,709 110.0% $228 加仓
JNJ JOHNSON & JOHNSON $52.70万0.20%2,075 462.3% $1.17万 加仓
VONG VANGUARD SCOTTSDALE FDS $52.16万0.20%4,081 1,22542.9% $15.66万 加仓
OCFC OCEANFIRST FINL CORP $51.91万0.20%26,581 00.0% — 不变
BAC BANK OF AMER CORP $51.15万0.20%8,977 210.2% $1,197 加仓
NOC NORTHROP GRUMMAN CORP $50.98万0.19%1,001 00.0% — 不变
VEA VANGUARD TAX-MANAGED FDS $50.72万0.19%7,118 10.0% $71 加仓
TSLA TESLA INC $48.54万0.19%1,154 555.0% $2.31万 加仓
KO COCA COLA CO $48.06万0.18%5,914 1152.0% $9,346 加仓
PAVE GLOBAL X FDS $46.17万0.18%7,835 1842.4% $1.08万 加仓
CEG CONSTELLATION ENERGY CORP $45.59万0.17%1,835 80.4% $1,987 加仓
LNG CHENIERE ENERGY INC $45.53万0.17%1,905 30.2% $717 加仓
LITE LUMENTUM HLDGS INC $45.31万0.17%528 10023.4% $8.58万 加仓
SCHW SCHWAB CHARLES CORP $43.87万0.17%4,755 1824.0% $1.68万 加仓
VYM VANGUARD WHITEHALL FDS $42.61万0.16%2,696 40.1% $632 加仓
VZ VERIZON COMMUNICATIONS INC $42.60万0.16%10,060 -1,515-13.1% -$6.41万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $41.85万0.16%1,674 382.3% $9,499 加仓
CSX CSX CORP $41.60万0.16%8,752 -48-0.5% -$2,281 减仓
GEV GE VERNOVA INC $39.24万0.15%334 216.7% $2.47万 加仓
WMT WALMART INC $37.77万0.14%3,335 -1-0.0% -$113 减仓
BX BLACKSTONE INC $36.87万0.14%3,133 431.4% $5,060 加仓
UNH UNITEDHEALTH GROUP INC $36.23万0.14%872 -10-1.1% -$4,154 减仓
PEP PEPSICO INC $35.94万0.14%2,654 -29-1.1% -$3,927 减仓
ARKQ ARK ETF TR $34.81万0.13%2,633 763.0% $1.00万 加仓
CVS CVS HEALTH CORP $34.01万0.13%3,288 832.6% $8,585 加仓
DIS DISNEY WALT CO $33.88万0.13%3,520 1354.0% $1.30万 加仓
BSX BOSTON SCIENTIFIC CORP $33.77万0.13%7,913 -535-6.3% -$2.28万 减仓
MCD MCDONALDS CORP $32.82万0.13%1,214 -5-0.4% -$1,352 减仓
QCOM QUALCOMM INC $32.51万0.12%1,759 100.6% $1,848 加仓
CRWD CROWDSTRIKE HLDGS INC $31.59万0.12%414 -126-23.3% -$9.62万 重新持有
ABBV ABBVIE INC $31.26万0.12%1,242 110.9% $2,769 加仓
SSO PROSHARES TR $30.95万0.12%4,593 00.0% — 不变
GLW CORNING INC $30.59万0.12%1,198 1,198— $30.59万 新建仓
SO SOUTHERN CO $30.30万0.12%3,166 00.0% — 不变
FFIV F5 INC $29.53万0.11%710 00.0% — 不变
PG PROCTER & GAMBLE CO $28.92万0.11%1,972 -220-10.0% -$3.23万 减仓
SPXC SPX TECHNOLOGIES INC $28.81万0.11%1,175 -2-0.2% -$490 减仓
RTX RTX CORPORATION $28.45万0.11%1,499 -26-1.7% -$4,935 减仓
ARKW ARK ETF TR $27.58万0.11%1,904 00.0% — 不变
EXC EXELON CORP $27.34万0.10%5,865 70.1% $326 加仓
WFC WELLS FARGO & CO $27.19万0.10%3,290 -140-4.1% -$1.16万 减仓
GE GE AEROSPACE $27.10万0.10%725 -75-9.4% -$2.80万 减仓
DE DEERE & CO $27.09万0.10%427 -6-1.4% -$3,806 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $26.56万0.10%3,273 -89-2.6% -$7,222 减仓
AZO AUTOZONE INC $25.89万0.10%81 00.0% — 不变
ARTY ISHARES TR $25.75万0.10%3,381 3,381— $25.75万 新建仓
ARKG ARK ETF TR $25.08万0.10%5,964 5,964— $25.08万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $24.56万0.09%2,733 2,733— $24.56万 新建仓
UFOX ETF SER SOLUTIONS $24.55万0.09%2,583 -1,772-40.7% -$16.84万 减仓
RCL ROYAL CARIBBEAN GROUP $24.30万0.09%765 40.5% $1,271 加仓
BDX BECTON DICKINSON & CO $24.24万0.09%1,602 -131-7.6% -$1.98万 减仓