Eagle Capital Management, LLC
- SEC CIK
- 0001600746
- 最新申報
- 2026/7/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 32
- 較 2022 年第 4 季 −2
- 總值
- $1.53 億
- 較 2022 年第 4 季 +$1,677 萬 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 269,199 | $1,970 萬 | 12.9% | +218,986+436.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 44,498 | $1,822 萬 | 11.9% | +16,892+61.2% | 加碼 | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 172,883 | $1,063 萬 | 6.9% | −2,445−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 58,413 | $963.2 萬 | 6.3% | −996−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,417 | $732.8 萬 | 4.8% | −312−1.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,408 | $680.9 萬 | 4.4% | −445−3.0% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,401 | $667.3 萬 | 4.4% | −176−1.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 27,317 | $615.9 萬 | 4.0% | −553−2.0% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 13,385 | $596.7 萬 | 3.9% | −92−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 34,757 | $567.1 萬 | 3.7% | −373−1.1% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 19,504 | $557.4 萬 | 3.6% | −313−1.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 52,756 | $547.2 萬 | 3.6% | −414−0.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,573 | $531.9 萬 | 3.5% | +227+1.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 17,915 | $528.7 萬 | 3.5% | −411−2.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 11,030 | $521.4 萬 | 3.4% | −157−1.4% | 減碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 34,618 | $507.1 萬 | 3.3% | −733−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 46,602 | $481.4 萬 | 3.1% | −312−0.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 50,987 | $393.0 萬 | 2.6% | −289−0.6% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 35,949 | $297.4 萬 | 1.9% | −156−0.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,815 | $197.4 萬 | 1.3% | +2,780+7.3% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 15,149 | $186.1 萬 | 1.2% | +248+1.7% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,956 | $156.1 萬 | 1.0% | +22+0.1% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 15,540 | $128.7 萬 | 0.8% | −457−2.9% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,017 | $100.4 萬 | 0.7% | −30,141−90.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 3,002 | $87.6 萬 | 0.6% | −108−3.5% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 17,521 | $83.8 萬 | 0.5% | −433−2.4% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 24,848 | $79.9 萬 | 0.5% | +24,848 | 新進 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 24,298 | $73.9 萬 | 0.5% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,373 | $73.5 萬 | 0.5% | +5,373 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,982 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,872 | $34.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BGBunge Global SA | COM | 2,600 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。