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
CCL CARNIVAL CORP $00.00%0 -26,263-100.0% -$67.97万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -1,957-100.0% -$47.43万 清仓
XBI SPDR SERIES TRUST $00.00%0 -2,654-100.0% -$33.91万 清仓
— HONEYWELL INTL INC $00.00%0 -1,420-100.0% -$32.10万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,186-100.0% -$24.91万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -340-100.0% -$20.55万 清仓
— CERAGON NETWORKS LTD $00.00%0 -10,000-100.0% -$2.16万 清仓
— INNOVIZ TECHNOLOGIES LTD $00.00%0 -10,797-100.0% -$6,829 清仓
— GABELLI EQUITY TR INC $00.00%0 -18,630-100.0% -$130 清仓
— AKEBIA THREAPEUTICS INC $1.14万0.00%10,000 00.0% — 不变
OCGN OCUGEN INC $2.14万0.01%14,000 14,000— $2.14万 新建仓
GAB GABELLI EQUITY TR INC $10.54万0.04%18,624 00.0% — 不变
— GABELLI UTIL TR $11.95万0.05%18,138 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $14.44万0.06%15,090 00.0% — 不变
F FORD MTR CO $15.42万0.06%11,097 -1,272-10.3% -$1.77万 减仓
UEC URANIUM ENERGY CORP $16.46万0.06%15,442 15,442— $16.46万 新建仓
HCA HCA HEALTHCARE INC $20.24万0.08%519 -2-0.4% -$780 减仓
ASML ASML HLDG NV $20.32万0.08%102 102— $20.32万 新建仓
MMM 3M CO $20.34万0.08%1,256 -22-1.7% -$3,563 重新持有
PM PHILIP MORRIS INTL INC $20.88万0.08%1,154 -100-8.0% -$1.81万 重新持有
PANW PALO ALTO NETWORKS INC $21.31万0.08%625 625— $21.31万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $21.52万0.08%2,431 00.0% — 不变
EOG EOG RES INC $21.92万0.08%1,690 -38-2.2% -$4,930 减仓
BMY BRISTOL-MYERS SQUIBB CO $22.78万0.09%3,953 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $22.82万0.09%456 112.5% $5,504 加仓
DHR DANAHER CORP DEL $22.88万0.09%1,201 11210.3% $2.13万 加仓
ADBE ADOBE INC $23.09万0.09%1,126 28734.2% $5.88万 加仓
BDX BECTON DICKINSON & CO $24.24万0.09%1,602 -131-7.6% -$1.98万 减仓
RCL ROYAL CARIBBEAN GROUP $24.30万0.09%765 40.5% $1,271 加仓
UFOX ETF SER SOLUTIONS $24.55万0.09%2,583 -1,772-40.7% -$16.84万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $24.56万0.09%2,733 2,733— $24.56万 新建仓
ARKG ARK ETF TR $25.08万0.10%5,964 5,964— $25.08万 新建仓
ARTY ISHARES TR $25.75万0.10%3,381 3,381— $25.75万 新建仓
AZO AUTOZONE INC $25.89万0.10%81 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $26.56万0.10%3,273 -89-2.6% -$7,222 减仓
DE DEERE & CO $27.09万0.10%427 -6-1.4% -$3,806 减仓
GE GE AEROSPACE $27.10万0.10%725 -75-9.4% -$2.80万 减仓
WFC WELLS FARGO & CO $27.19万0.10%3,290 -140-4.1% -$1.16万 减仓
EXC EXELON CORP $27.34万0.10%5,865 70.1% $326 加仓
ARKW ARK ETF TR $27.58万0.11%1,904 00.0% — 不变
RTX RTX CORPORATION $28.45万0.11%1,499 -26-1.7% -$4,935 减仓
SPXC SPX TECHNOLOGIES INC $28.81万0.11%1,175 -2-0.2% -$490 减仓
PG PROCTER & GAMBLE CO $28.92万0.11%1,972 -220-10.0% -$3.23万 减仓
FFIV F5 INC $29.53万0.11%710 00.0% — 不变
SO SOUTHERN CO $30.30万0.12%3,166 00.0% — 不变
GLW CORNING INC $30.59万0.12%1,198 1,198— $30.59万 新建仓
SSO PROSHARES TR $30.95万0.12%4,593 00.0% — 不变
ABBV ABBVIE INC $31.26万0.12%1,242 110.9% $2,769 加仓
CRWD CROWDSTRIKE HLDGS INC $31.59万0.12%414 -126-23.3% -$9.62万 重新持有
QCOM QUALCOMM INC $32.51万0.12%1,759 100.6% $1,848 加仓
MCD MCDONALDS CORP $32.82万0.13%1,214 -5-0.4% -$1,352 减仓
BSX BOSTON SCIENTIFIC CORP $33.77万0.13%7,913 -535-6.3% -$2.28万 减仓
DIS DISNEY WALT CO $33.88万0.13%3,520 1354.0% $1.30万 加仓
CVS CVS HEALTH CORP $34.01万0.13%3,288 832.6% $8,585 加仓
ARKQ ARK ETF TR $34.81万0.13%2,633 763.0% $1.00万 加仓
PEP PEPSICO INC $35.94万0.14%2,654 -29-1.1% -$3,927 减仓
UNH UNITEDHEALTH GROUP INC $36.23万0.14%872 -10-1.1% -$4,154 减仓
BX BLACKSTONE INC $36.87万0.14%3,133 431.4% $5,060 加仓
WMT WALMART INC $37.77万0.14%3,335 -1-0.0% -$113 减仓
GEV GE VERNOVA INC $39.24万0.15%334 216.7% $2.47万 加仓
CSX CSX CORP $41.60万0.16%8,752 -48-0.5% -$2,281 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $41.85万0.16%1,674 382.3% $9,499 加仓
VZ VERIZON COMMUNICATIONS INC $42.60万0.16%10,060 -1,515-13.1% -$6.41万 减仓
VYM VANGUARD WHITEHALL FDS $42.61万0.16%2,696 40.1% $632 加仓
SCHW SCHWAB CHARLES CORP $43.87万0.17%4,755 1824.0% $1.68万 加仓
LITE LUMENTUM HLDGS INC $45.31万0.17%528 10023.4% $8.58万 加仓
LNG CHENIERE ENERGY INC $45.53万0.17%1,905 30.2% $717 加仓
CEG CONSTELLATION ENERGY CORP $45.59万0.17%1,835 80.4% $1,987 加仓
PAVE GLOBAL X FDS $46.17万0.18%7,835 1842.4% $1.08万 加仓
KO COCA COLA CO $48.06万0.18%5,914 1152.0% $9,346 加仓
TSLA TESLA INC $48.54万0.19%1,154 555.0% $2.31万 加仓
VEA VANGUARD TAX-MANAGED FDS $50.72万0.19%7,118 10.0% $71 加仓
NOC NORTHROP GRUMMAN CORP $50.98万0.19%1,001 00.0% — 不变
BAC BANK OF AMER CORP $51.15万0.20%8,977 210.2% $1,197 加仓
OCFC OCEANFIRST FINL CORP $51.91万0.20%26,581 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $52.16万0.20%4,081 1,22542.9% $15.66万 加仓
JNJ JOHNSON & JOHNSON $52.70万0.20%2,075 462.3% $1.17万 加仓
T AT&T INC $55.29万0.21%26,709 110.0% $228 加仓
VONV VANGUARD SCOTTSDALE FDS $55.61万0.21%5,231 1482.9% $1.57万 加仓
IEFA ISHARES TR $57.56万0.22%5,960 1,52634.4% $14.74万 加仓
ACGL ARCH CAP GROUP LTD $58.86万0.22%6,064 -10-0.2% -$971 减仓
GOOGL ALPHABET INC $59.06万0.23%1,653 1328.7% $4.72万 加仓
GLD SPDR GOLD TR $59.16万0.23%1,606 48543.3% $17.87万 加仓
V VISA INC $60.03万0.23%1,750 231.3% $7,889 加仓
CCJ CAMECO CORP $60.66万0.23%5,955 1,00020.2% $10.19万 加仓
ITW ILLINOIS TOOL WKS INC $63.78万0.24%2,358 562.4% $1.51万 加仓
APD AIR PRODUCTS AND CHEMICALS I $64.65万0.25%2,205 -15-0.7% -$4,398 减仓
ACN ACCENTURE PLC IRELAND $65.62万0.25%5,273 170.3% $2,115 加仓
ORCL ORACLE CORP $65.87万0.25%4,495 -27-0.6% -$3,957 减仓
AMAT APPLIED MATLS INC $68.71万0.26%950 -4-0.4% -$2,893 减仓
META META PLATFORMS INC $70.63万0.27%1,254 33436.3% $18.81万 加仓
IWM ISHARES TR $74.03万0.28%2,464 00.0% — 不变
NWFL NORWOOD FINANCIAL CORP $75.64万0.29%23,528 00.0% — 不变
CCL CARNIVAL CORP LTD $76.41万0.29%26,746 26,746— $76.41万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $76.78万0.29%4,494 4,494— $76.78万 新建仓
VIOO VANGUARD ADMIRAL FDS INC $83.56万0.32%6,076 -232-3.7% -$3.19万 减仓
ROK ROCKWELL AUTOMATION INC $84.51万0.32%1,707 00.0% — 不变
AVGO BROADCOM INC $98.07万0.37%2,596 00.0% — 不变
NEE NEXTERA ENERGY INC $98.40万0.38%11,211 390.3% $3,423 加仓
CAT CATERPILLAR INC $125.10万0.48%1,175 40.3% $4,259 加仓