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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,167.29万 | 22.66% | 86,475 | 20,554 | 31.2% | $1,228.20万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,948.18万 | 12.93% | 266,876 | -4,148 | -1.5% | -$45.82万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2,409.37万 | 10.56% | 438,625 | 19,886 | 4.7% | $109.23万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,758.37万 | 7.71% | 200,179 | 3,667 | 1.9% | $32.21万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,747.72万 | 7.66% | 488,464 | 5,483 | 1.1% | $19.62万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,058.86万 | 4.64% | 72,223 | 1,371 | 1.9% | $20.10万 | 加仓 |
| — | EXXON MOBIL CORP | $504.73万 | 2.21% | 29,750 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $390.78万 | 1.71% | 18,763 | -802 | -4.1% | -$16.70万 | 减仓 |
| LLY | ELI LILLY & CO | $379.51万 | 1.66% | 4,126 | -1 | -0.0% | -$920 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $328.40万 | 1.44% | 5,050 | -25 | -0.5% | -$1.63万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $278.41万 | 1.22% | 15,964 | 1,287 | 8.8% | $22.45万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $276.12万 | 1.21% | 13,269 | -35 | -0.3% | -$7,283 | 减仓 |
| MSFT | MICROSOFT CORP | $247.50万 | 1.09% | 6,686 | 117 | 1.8% | $4.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $239.50万 | 1.05% | 8,142 | -58 | -0.7% | -$1.71万 | 减仓 |
| AAPL | APPLE INC | $228.18万 | 1.00% | 8,991 | -26 | -0.3% | -$6,598 | 减仓 |
| CVX | CHEVRON CORPORATION | $216.86万 | 0.95% | 10,481 | 68 | 0.7% | $1.41万 | 加仓 |
| FULT | FULTON FINL CORP PA | $176.87万 | 0.78% | 86,956 | -2,460 | -2.8% | -$5.00万 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $152.82万 | 0.67% | 28,655 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $139.85万 | 0.61% | 4,875 | -83 | -1.7% | -$2.38万 | 减仓 |
| IWB | ISHARES TR | $136.71万 | 0.60% | 3,834 | 1,029 | 36.7% | $36.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $128.98万 | 0.57% | 4,491 | 1,172 | 35.3% | $33.66万 | 加仓 |
| MRK | MERCK & CO INC | $126.04万 | 0.55% | 10,478 | 2,332 | 28.6% | $28.05万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $119.88万 | 0.53% | 5,535 | 33 | 0.6% | $7,147 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.66万 | 0.52% | 5,833 | 91 | 1.6% | $1.85万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $104.22万 | 0.46% | 5,256 | 2 | 0.0% | $397 | 加仓 |
| NEE | NEXTERA ENERGY INC | $103.76万 | 0.45% | 11,172 | 24 | 0.2% | $2,229 | 加仓 |
| CAT | CATERPILLAR INC | $82.94万 | 0.36% | 1,171 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $80.87万 | 0.35% | 3,395 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $80.35万 | 0.35% | 2,596 | -82 | -3.1% | -$2.54万 | 减仓 |
| T | AT&T INC | $77.40万 | 0.34% | 26,698 | 2,723 | 11.4% | $7.89万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $72.43万 | 0.32% | 6,308 | -13 | -0.2% | -$1,493 | 减仓 |
| NWFL | NORWOOD FINANCIAL CORP | $69.22万 | 0.30% | 23,528 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $68.29万 | 0.30% | 1,001 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $67.97万 | 0.30% | 26,263 | 63 | 0.2% | $1,630 | 加仓 |
| ORCL | ORACLE CORP | $66.52万 | 0.29% | 4,522 | 229 | 5.3% | $3.37万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $64.49万 | 0.28% | 2,220 | 11 | 0.5% | $3,195 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $61.26万 | 0.27% | 1,707 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $61.11万 | 0.27% | 2,464 | 585 | 31.1% | $14.51万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $59.92万 | 0.26% | 2,302 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $58.30万 | 0.26% | 6,074 | 67 | 1.1% | $6,431 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $58.11万 | 0.25% | 11,575 | 489 | 4.4% | $2.45万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $56.93万 | 0.25% | 1,685 | 13 | 0.8% | $4,392 | 加仓 |
| LNG | CHENIERE ENERGY INC | $53.98万 | 0.24% | 1,902 | -130 | -6.4% | -$3.69万 | 减仓 |
| CCJ | CAMECO CORP | $53.82万 | 0.24% | 4,955 | -4,050 | -45.0% | -$43.99万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.01万 | 0.23% | 8,448 | 122 | 1.5% | $7,656 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $52.90万 | 0.23% | 5,341 | 44 | 0.8% | $4,358 | 加仓 |
| META | META PLATFORMS INC | $52.63万 | 0.23% | 920 | 35 | 4.0% | $2.00万 | 加仓 |
| V | VISA INC | $52.21万 | 0.23% | 1,727 | 12 | 0.7% | $3,628 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $51.03万 | 0.22% | 1,827 | -2 | -0.1% | -$559 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $49.59万 | 0.22% | 2,029 | 9 | 0.4% | $2,200 | 加仓 |
| GLD | SPDR GOLD TR | $48.24万 | 0.21% | 1,121 | -2 | -0.2% | -$861 | 减仓 |
| OCFC | OCEANFIRST FINL CORP | $47.95万 | 0.21% | 26,581 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $47.65万 | 0.21% | 5,083 | 5,083 | — | $47.65万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.43万 | 0.21% | 1,957 | 29 | 1.5% | $7,028 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.61万 | 0.20% | 7,117 | 7,117 | — | $45.61万 | 新建仓 |
| KO | COCA COLA CO | $44.10万 | 0.19% | 5,799 | 540 | 10.3% | $4.11万 | 加仓 |
| GOOGL | ALPHABET INC | $43.72万 | 0.19% | 1,521 | 18 | 1.2% | $5,174 | 加仓 |
| BAC | BANK AMERICA CORP | $43.66万 | 0.19% | 8,956 | -190 | -2.1% | -$9,263 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $42.98万 | 0.19% | 4,573 | 56 | 1.2% | $5,263 | 加仓 |
| PEP | PEPSICO INC | $41.66万 | 0.18% | 2,683 | 44 | 1.7% | $6,832 | 加仓 |
| WMT | WALMART INC | $41.46万 | 0.18% | 3,336 | 8 | 0.2% | $994 | 加仓 |
| TSLA | TESLA INC | $40.86万 | 0.18% | 1,099 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $40.14万 | 0.18% | 4,434 | 4,434 | — | $40.14万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.87万 | 0.17% | 2,692 | 198 | 7.9% | $2.93万 | 加仓 |
| PAVE | GLOBAL X FDS | $38.88万 | 0.17% | 7,651 | -73 | -0.9% | -$3,709 | 减仓 |
| MCD | MCDONALDS CORP | $37.89万 | 0.17% | 1,219 | -84 | -6.4% | -$2.61万 | 减仓 |
| CSX | CSX CORP | $36.12万 | 0.16% | 8,800 | 7 | 0.1% | $287 | 加仓 |
| BX | BLACKSTONE INC | $35.53万 | 0.16% | 3,090 | 15 | 0.5% | $1,725 | 加仓 |
| XBI | SPDR SERIES TRUST | $33.91万 | 0.15% | 2,654 | -180 | -6.4% | -$2.30万 | 减仓 |
| DIS | DISNEY WALT CO | $32.62万 | 0.14% | 3,385 | -108 | -3.1% | -$1.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $32.62万 | 0.14% | 954 | -13 | -1.3% | -$4,445 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $32.31万 | 0.14% | 1,636 | 1 | 0.1% | $198 | 加仓 |
| — | HONEYWELL INTL INC | $32.10万 | 0.14% | 1,420 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $31.66万 | 0.14% | 2,192 | -39 | -1.7% | -$5,633 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $31.33万 | 0.14% | 2,856 | 2,856 | — | $31.33万 | 新建仓 |
| SO | SOUTHERN CO | $30.56万 | 0.13% | 3,166 | 10 | 0.3% | $965 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $30.08万 | 0.13% | 428 | 428 | — | $30.08万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $29.69万 | 0.13% | 4,355 | 5 | 0.1% | $341 | 加仓 |
| RTX | RTX CORPORATION | $29.42万 | 0.13% | 1,525 | 11 | 0.7% | $2,122 | 加仓 |
| ARKQ | ARK ETF TR | $28.75万 | 0.13% | 2,557 | -4 | -0.2% | -$450 | 减仓 |
| EXC | EXELON CORP | $28.72万 | 0.13% | 5,858 | -146 | -2.4% | -$7,157 | 减仓 |
| AZO | AUTOZONE INC | $27.36万 | 0.12% | 81 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $27.32万 | 0.12% | 313 | -29 | -8.5% | -$2.53万 | 减仓 |
| WFC | WELLS FARGO & CO | $27.31万 | 0.12% | 3,430 | -95 | -2.7% | -$7,563 | 减仓 |
| BDX | BECTON DICKINSON & CO | $27.25万 | 0.12% | 1,733 | -39 | -2.2% | -$6,132 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.22万 | 0.12% | 3,362 | 19 | 0.6% | $1,538 | 加仓 |
| ABBV | ABBVIE INC | $26.77万 | 0.12% | 1,231 | -83 | -6.3% | -$1.80万 | 减仓 |
| EOG | EOG RES INC | $24.98万 | 0.11% | 1,728 | 1,728 | — | $24.98万 | 新建仓 |
| TMUS | T-MOBILE US INC | $24.91万 | 0.11% | 1,186 | -38 | -3.1% | -$7,981 | 减仓 |
| HCA | HCA HEALTHCARE INC | $24.66万 | 0.11% | 521 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $24.37万 | 0.11% | 433 | -12 | -2.7% | -$6,755 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.97万 | 0.11% | 3,953 | -88 | -2.2% | -$5,337 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.86万 | 0.10% | 882 | -29 | -3.2% | -$7,844 | 减仓 |
| SSO | PROSHARES TR | $23.83万 | 0.10% | 4,593 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC | $23.53万 | 0.10% | 1,177 | 4 | 0.3% | $800 | 加仓 |
| CVS | CVS HEALTH CORP | $23.02万 | 0.10% | 3,205 | 1 | 0.0% | $72 | 加仓 |
| ARKW | ARK ETF TR | $22.97万 | 0.10% | 1,904 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $22.70万 | 0.10% | 800 | -163 | -16.9% | -$4.63万 | 减仓 |
| QCOM | QUALCOMM INC | $22.53万 | 0.10% | 1,749 | -10 | -0.6% | -$1,288 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $21.32万 | 0.09% | 445 | 445 | — | $21.32万 | 新建仓 |