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
ADBE ADOBE INC $23.09万0.09%1,126 28734.2% $5.88万 加仓
DHR DANAHER CORP DEL $22.88万0.09%1,201 11210.3% $2.13万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $22.82万0.09%456 112.5% $5,504 加仓
BMY BRISTOL-MYERS SQUIBB CO $22.78万0.09%3,953 00.0% — 不变
EOG EOG RES INC $21.92万0.08%1,690 -38-2.2% -$4,930 减仓
VGK VANGUARD INTL EQUITY INDEX F $21.52万0.08%2,431 00.0% — 不变
PANW PALO ALTO NETWORKS INC $21.31万0.08%625 625— $21.31万 新建仓
PM PHILIP MORRIS INTL INC $20.88万0.08%1,154 -100-8.0% -$1.81万 重新持有
MMM 3M CO $20.34万0.08%1,256 -22-1.7% -$3,563 重新持有
ASML ASML HLDG NV $20.32万0.08%102 102— $20.32万 新建仓
HCA HCA HEALTHCARE INC $20.24万0.08%519 -2-0.4% -$780 减仓
UEC URANIUM ENERGY CORP $16.46万0.06%15,442 15,442— $16.46万 新建仓
F FORD MTR CO $15.42万0.06%11,097 -1,272-10.3% -$1.77万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $14.44万0.06%15,090 00.0% — 不变
— GABELLI UTIL TR $11.95万0.05%18,138 00.0% — 不变
GAB GABELLI EQUITY TR INC $10.54万0.04%18,624 00.0% — 不变
OCGN OCUGEN INC $2.14万0.01%14,000 14,000— $2.14万 新建仓
— AKEBIA THREAPEUTICS INC $1.14万0.00%10,000 00.0% — 不变
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