EAGLE WEALTH STRATEGIES LLC
MULLICA HILL NJ · SEC CIK 0002009882
$2.28亿2026Q1 申报市值
114持仓数
73.2%前十大占比 · 第一大 22.7%
8 / 6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
VOO 加仓+$1,228.20万
FLQM 加仓+$109.23万
VONV 新建仓+$47.65万
VEA 新建仓+$45.61万
IEFA 新建仓+$40.14万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$50.78万
AVUV 减仓-$45.82万
CCJ 减仓-$43.99万
INTU 清仓-$29.48万
SPGI 清仓-$26.55万
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 |
|---|---|---|---|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | $119.88万 | 0.53% | 5,535 | 33 | 0.6% | $7,147 | 加仓 |
| MRK | MERCK & CO INC | $126.04万 | 0.55% | 10,478 | 2,332 | 28.6% | $28.05万 | 加仓 |
| VO | VANGUARD INDEX FDS | $128.98万 | 0.57% | 4,491 | 1,172 | 35.3% | $33.66万 | 加仓 |
| IWB | ISHARES TR | $136.71万 | 0.60% | 3,834 | 1,029 | 36.7% | $36.69万 | 加仓 |
| GOOG | ALPHABET INC | $139.85万 | 0.61% | 4,875 | -83 | -1.7% | -$2.38万 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $152.82万 | 0.67% | 28,655 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $176.87万 | 0.78% | 86,956 | -2,460 | -2.8% | -$5.00万 | 减仓 |
| CVX | CHEVRON CORPORATION | $216.86万 | 0.95% | 10,481 | 68 | 0.7% | $1.41万 | 加仓 |
| AAPL | APPLE INC | $228.18万 | 1.00% | 8,991 | -26 | -0.3% | -$6,598 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $239.50万 | 1.05% | 8,142 | -58 | -0.7% | -$1.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $247.50万 | 1.09% | 6,686 | 117 | 1.8% | $4.33万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $276.12万 | 1.21% | 13,269 | -35 | -0.3% | -$7,283 | 减仓 |
| NVDA | NVIDIA CORPORATION | $278.41万 | 1.22% | 15,964 | 1,287 | 8.8% | $22.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $328.40万 | 1.44% | 5,050 | -25 | -0.5% | -$1.63万 | 减仓 |
| LLY | ELI LILLY & CO | $379.51万 | 1.66% | 4,126 | -1 | -0.0% | -$920 | 减仓 |
| AMZN | AMAZON COM INC | $390.78万 | 1.71% | 18,763 | -802 | -4.1% | -$16.70万 | 减仓 |
| — | EXXON MOBIL CORP | $504.73万 | 2.21% | 29,750 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $1,058.86万 | 4.64% | 72,223 | 1,371 | 1.9% | $20.10万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,747.72万 | 7.66% | 488,464 | 5,483 | 1.1% | $19.62万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,758.37万 | 7.71% | 200,179 | 3,667 | 1.9% | $32.21万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2,409.37万 | 10.56% | 438,625 | 19,886 | 4.7% | $109.23万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,948.18万 | 12.93% | 266,876 | -4,148 | -1.5% | -$45.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,167.29万 | 22.66% | 86,475 | 20,554 | 31.2% | $1,228.20万 | 加仓 |