13F 机构持仓

EAGLE WEALTH STRATEGIES LLC

MULLICA HILL NJ · SEC CIK 0002009882

2026Q22026Q1 更早 9 个季度 🔒
$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
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 22.7%
AVUV 12.9%
FLQM 10.6%
DGRW 7.7%
DFEV 7.7%
XLV 4.6%
EXXON MOBIL CO 2.2%
AMZN 1.7%
LLY 1.7%
SPY 1.4%

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
— EXACT SCIENCES CORP $00.00%0 -5,000-100.0% -$50.78万 清仓
INTU INTUIT $00.00%0 -445-100.0% -$29.48万 清仓
SPGI S&P GLOBAL INC $00.00%0 -508-100.0% -$26.55万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 —— — 申报中断
AGG ISHARES TR $00.00%0 -2,501-100.0% -$24.98万 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -912-100.0% -$20.75万 清仓
MMM 3M CO $00.00%0 —— — 申报中断
PM PHILIP MORRIS INTL INC $00.00%0 —— — 申报中断
ARKF ARK ETF TR $00.00%0 -4,217-100.0% -$20.09万 清仓
— GABELLI EQUITY TR INC $1300.00%18,630 18,630— $130 新建仓
— INNOVIZ TECHNOLOGIES LTD $6,8290.00%10,797 00.0% — 不变
— AKEBIA THREAPEUTICS INC $1.39万0.01%10,000 00.0% — 不变
— CERAGON NETWORKS LTD $2.16万0.01%10,000 00.0% — 不变
GAB GABELLI EQUITY TR INC $10.43万0.05%18,624 00.0% — 不变
— GABELLI UTIL TR $10.97万0.05%18,138 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DI $13.01万0.06%15,090 00.0% — 不变
F FORD MTR CO $14.27万0.06%12,369 00.0% — 不变
VGK VANGUARD INTL EQUITY INDEX F $20.04万0.09%2,431 00.0% — 不变
ADBE ADOBE INC $20.39万0.09%839 -158-15.8% -$3.84万 减仓
FFIV F5 INC $20.54万0.09%710 00.0% — 重新持有
LMT LOCKHEED MARTIN CORP $20.55万0.09%340 -100-22.7% -$6.04万 减仓
DHR DANAHER CORP DEL $20.65万0.09%1,089 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $20.94万0.09%761 -51-6.3% -$1.40万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $21.32万0.09%445 445— $21.32万 新建仓
QCOM QUALCOMM INC $22.53万0.10%1,749 -10-0.6% -$1,288 减仓
GE GE AEROSPACE $22.70万0.10%800 -163-16.9% -$4.63万 减仓
ARKW ARK ETF TR $22.97万0.10%1,904 00.0% — 不变
CVS CVS HEALTH CORP $23.02万0.10%3,205 10.0% $72 加仓
SPXC SPX TECHNOLOGIES INC $23.53万0.10%1,177 40.3% $800 加仓
SSO PROSHARES TR $23.83万0.10%4,593 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $23.86万0.10%882 -29-3.2% -$7,844 减仓
BMY BRISTOL-MYERS SQUIBB CO $23.97万0.11%3,953 -88-2.2% -$5,337 减仓
DE DEERE & CO $24.37万0.11%433 -12-2.7% -$6,755 减仓
HCA HCA HEALTHCARE INC $24.66万0.11%521 00.0% — 不变
TMUS T-MOBILE US INC $24.91万0.11%1,186 -38-3.1% -$7,981 减仓
EOG EOG RES INC $24.98万0.11%1,728 1,728— $24.98万 新建仓
ABBV ABBVIE INC $26.77万0.12%1,231 -83-6.3% -$1.80万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $27.22万0.12%3,362 190.6% $1,538 加仓
BDX BECTON DICKINSON & CO $27.25万0.12%1,733 -39-2.2% -$6,132 减仓
WFC WELLS FARGO & CO $27.31万0.12%3,430 -95-2.7% -$7,563 减仓
GEV GE VERNOVA INC $27.32万0.12%313 -29-8.5% -$2.53万 减仓
AZO AUTOZONE INC $27.36万0.12%81 00.0% — 不变
EXC EXELON CORP $28.72万0.13%5,858 -146-2.4% -$7,157 减仓
ARKQ ARK ETF TR $28.75万0.13%2,557 -4-0.2% -$450 减仓
RTX RTX CORPORATION $29.42万0.13%1,525 110.7% $2,122 加仓
UFOX ETF SER SOLUTIONS $29.69万0.13%4,355 50.1% $341 加仓
LITE LUMENTUM HLDGS INC $30.08万0.13%428 428— $30.08万 新建仓
SO SOUTHERN CO $30.56万0.13%3,166 100.3% $965 加仓
VONG VANGUARD SCOTTSDALE FDS $31.33万0.14%2,856 2,856— $31.33万 新建仓
PG PROCTER & GAMBLE CO $31.66万0.14%2,192 -39-1.7% -$5,633 减仓
— HONEYWELL INTL INC $32.10万0.14%1,420 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $32.31万0.14%1,636 10.1% $198 加仓
AMAT APPLIED MATLS INC $32.62万0.14%954 -13-1.3% -$4,445 减仓
DIS DISNEY WALT CO $32.62万0.14%3,385 -108-3.1% -$1.04万 减仓
XBI SPDR SERIES TRUST $33.91万0.15%2,654 -180-6.4% -$2.30万 减仓
BX BLACKSTONE INC $35.53万0.16%3,090 150.5% $1,725 加仓
CSX CSX CORP $36.12万0.16%8,800 70.1% $287 加仓
MCD MCDONALDS CORP $37.89万0.17%1,219 -84-6.4% -$2.61万 减仓
PAVE GLOBAL X FDS $38.88万0.17%7,651 -73-0.9% -$3,709 减仓
VYM VANGUARD WHITEHALL FDS $39.87万0.17%2,692 1987.9% $2.93万 加仓
IEFA ISHARES TR $40.14万0.18%4,434 4,434— $40.14万 新建仓
TSLA TESLA INC $40.86万0.18%1,099 00.0% — 不变
WMT WALMART INC $41.46万0.18%3,336 80.2% $994 加仓
PEP PEPSICO INC $41.66万0.18%2,683 441.7% $6,832 加仓
SCHW SCHWAB CHARLES CORP $42.98万0.19%4,573 561.2% $5,263 加仓
BAC BANK AMERICA CORP $43.66万0.19%8,956 -190-2.1% -$9,263 减仓
GOOGL ALPHABET INC $43.72万0.19%1,521 181.2% $5,174 加仓
KO COCA COLA CO $44.10万0.19%5,799 54010.3% $4.11万 加仓
VEA VANGUARD TAX-MANAGED FDS $45.61万0.20%7,117 7,117— $45.61万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $47.43万0.21%1,957 291.5% $7,028 加仓
VONV VANGUARD SCOTTSDALE FDS $47.65万0.21%5,083 5,083— $47.65万 新建仓
OCFC OCEANFIRST FINL CORP $47.95万0.21%26,581 00.0% — 不变
GLD SPDR GOLD TR $48.24万0.21%1,121 -2-0.2% -$861 减仓
JNJ JOHNSON & JOHNSON $49.59万0.22%2,029 90.4% $2,200 加仓
CEG CONSTELLATION ENERGY CORP $51.03万0.22%1,827 -2-0.1% -$559 减仓
V VISA INC $52.21万0.23%1,727 120.7% $3,628 加仓
META META PLATFORMS INC $52.63万0.23%920 354.0% $2.00万 加仓
MRVL MARVELL TECHNOLOGY INC $52.90万0.23%5,341 440.8% $4,358 加仓
BSX BOSTON SCIENTIFIC CORP $53.01万0.23%8,448 1221.5% $7,656 加仓
CCJ CAMECO CORP $53.82万0.24%4,955 -4,050-45.0% -$43.99万 减仓
LNG CHENIERE ENERGY INC $53.98万0.24%1,902 -130-6.4% -$3.69万 减仓
MU MICRON TECHNOLOGY INC $56.93万0.25%1,685 130.8% $4,392 加仓
VZ VERIZON COMMUNICATIONS INC $58.11万0.25%11,575 4894.4% $2.45万 加仓
ACGL ARCH CAP GROUP LTD $58.30万0.26%6,074 671.1% $6,431 加仓
ITW ILLINOIS TOOL WKS INC $59.92万0.26%2,302 00.0% — 不变
IWM ISHARES TR $61.11万0.27%2,464 58531.1% $14.51万 加仓
ROK ROCKWELL AUTOMATION INC $61.26万0.27%1,707 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $64.49万0.28%2,220 110.5% $3,195 加仓
ORCL ORACLE CORP $66.52万0.29%4,522 2295.3% $3.37万 加仓
CCL CARNIVAL CORP $67.97万0.30%26,263 630.2% $1,630 加仓
NOC NORTHROP GRUMMAN CORP $68.29万0.30%1,001 00.0% — 不变
NWFL NORWOOD FINANCIAL CORP $69.22万0.30%23,528 00.0% — 不变
VIOO VANGUARD ADMIRAL FDS INC $72.43万0.32%6,308 -13-0.2% -$1,493 减仓
T AT&T INC $77.40万0.34%26,698 2,72311.4% $7.89万 加仓
AVGO BROADCOM INC $80.35万0.35%2,596 -82-3.1% -$2.54万 减仓
COHR COHERENT CORP $80.87万0.35%3,395 00.0% — 不变
CAT CATERPILLAR INC $82.94万0.36%1,171 00.0% — 不变
NEE NEXTERA ENERGY INC $103.76万0.45%11,172 240.2% $2,229 加仓
ACN ACCENTURE PLC IRELAND $104.22万0.46%5,256 20.0% $397 加仓
AMD ADVANCED MICRO DEVICES INC $118.66万0.52%5,833 911.6% $1.85万 加仓