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
AJG GALLAGHER ARTHUR J & CO $127.09万0.49%5,536 10.0% $230 加仓
MRK MERCK & CO INC $133.69万0.51%10,404 -74-0.7% -$9,509 减仓
COHR COHERENT CORP $134.00万0.51%3,397 20.1% $789 加仓
MRVL MARVELL TECHNOLOGY INC $154.87万0.59%5,199 -142-2.7% -$4.23万 减仓
IWB ISHARES TR $157.00万0.60%3,834 00.0% — 不变
VO VANGUARD INDEX FDS $158.85万0.61%19,716 1,7529.8% $14.12万 加仓
GOOG ALPHABET INC $164.92万0.63%4,668 -207-4.2% -$7.31万 减仓
CVX CHEVRON CORPORATION $172.48万0.66%10,405 -76-0.7% -$1.26万 减仓
PFIS PEOPLES FINL SVCS CORP $190.18万0.73%28,655 00.0% — 不变
MU MICRON TECHNOLOGY INC $192.65万0.74%1,669 -16-0.9% -$1.85万 减仓
FULT FULTON FINL CORP PA $209.50万0.80%86,608 -348-0.4% -$8,418 减仓
AAPL APPLE INC $255.89万0.98%8,843 -148-1.6% -$4.28万 减仓
JPM JPMORGAN CHASE & CO $266.70万1.02%8,148 60.1% $1,964 加仓
MSFT MICROSOFT CORP $286.19万1.09%7,672 98614.7% $36.78万 加仓
AMD ADVANCED MICRO DEVICES INC $299.40万1.14%5,154 -679-11.6% -$39.44万 减仓
NVDA NVIDIA CORPORATION $316.33万1.21%15,809 -155-1.0% -$3.10万 减仓
PNC PNC FINL SVCS GROUP INC $326.97万1.25%13,280 110.1% $2,708 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
— EXXON MOBIL CORP $406.93万1.55%29,764 140.0% $1,914 加仓
AMZN AMAZON COM INC $447.70万1.71%18,784 210.1% $5,005 加仓
LLY ELI LILLY & CO $492.31万1.88%4,105 -21-0.5% -$2.52万 减仓
XLV SELECT SECTOR SPDR TR $1,209.13万4.62%76,209 3,9865.5% $63.24万 加仓
DGRW WISDOMTREE TR $1,901.23万7.26%198,832 -1,347-0.7% -$12.88万 减仓
DFEV DIMENSIONAL ETF TRUST $2,063.80万7.89%483,697 -4,767-1.0% -$20.34万 减仓
FLQM FRANKLIN TEMPLETON ETF TR $2,730.89万10.43%471,779 33,1547.6% $191.91万 加仓
AVUV AMERICAN CENTY ETF TR $3,233.59万12.35%259,185 -7,691-2.9% -$95.95万 减仓
VOO VANGUARD INDEX FDS $5,996.31万22.91%87,307 8321.0% $57.14万 加仓