Eagle Wealth Strategies LLC
- SEC CIK
- 0002009882
- 最新申報
- 2026/7/9
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/5 申報。只含多頭部位。
- 持股檔數
- 98
- 2023 年第 3 季沒有申報
- 總值
- $1.66 億
- 2023 年第 3 季沒有申報
Eagle Wealth Strategies LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 91,156 | $3,982 萬 | 24.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 72,994 | $1,698 萬 | 10.2% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 229,813 | $1,667 萬 | 10.1% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 154,587 | $1,533 萬 | 9.2% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 151,312 | $1,359 萬 | 8.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 59,940 | $817.5 萬 | 4.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 30,957 | $309.5 萬 | 1.9% | – | – | 歷史 |
| ACNAccenture plc | Stock | 7,927 | $278.2 萬 | 1.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,005 | $233.5 萬 | 1.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,734 | $225.0 萬 | 1.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,386 | $202.5 萬 | 1.2% | – | – | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 8,691 | $195.4 萬 | 1.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 9,924 | $191.1 萬 | 1.2% | – | – | 歷史 |
| FULTFulton Financial Corp | COM | 96,740 | $159.2 萬 | 1.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,990 | $149.0 萬 | 0.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,422 | $143.3 萬 | 0.9% | – | – | 歷史 |
| PFISPeoples Financial Services Corp. | COM | 28,615 | $139.4 萬 | 0.8% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 9,014 | $132.9 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,119 | $123.4 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,184 | $99.6 萬 | 0.6% | – | – | – |
| OCFCOceanfirst Financial Corp | COM | 54,482 | $94.6 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 3,040 | $79.3 萬 | 0.5% | – | – | 歷史 |
| NWFLNorwood Financial Corp | COM | 23,528 | $77.4 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,368 | $72.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,538 | $69.1 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,219 | $68.7 萬 | 0.4% | – | – | 歷史 |
| LENLennar Corp | CL A | 4,500 | $67.1 萬 | 0.4% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,306 | $60.4 萬 | 0.4% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,191 | $60.0 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 7,531 | $59.5 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 491 | $54.8 萬 | 0.3% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 9,357 | $54.1 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 21,041 | $53.2 萬 | 0.3% | – | – | – |
| ROKRockwell Automation, Inc | Stock | 1,707 | $53.0 萬 | 0.3% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 2,061 | $49.0 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,473 | $48.9 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,040 | $48.7 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 9,180 | $48.5 萬 | 0.3% | – | – | – |
| CCJCameco Corp | Stock | 11,180 | $48.2 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 5,263 | $47.0 萬 | 0.3% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 1,000 | $46.8 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 10,470 | $45.9 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,484 | $45.6 萬 | 0.3% | – | – | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 6,000 | $44.6 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,441 | $42.7 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 708 | $42.2 萬 | 0.3% | – | – | 歷史 |
| TRGPTarga Resources Corp. | COM | 4,813 | $41.8 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y673 | US INFR DEV ETF | 12,127 | $41.8 萬 | 0.3% | – | – | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,019 | $41.5 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,672 | $41.3 萬 | 0.2% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 1,642 | $40.0 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,451 | $38.0 萬 | 0.2% | – | – | 歷史 |
| Global X FDS37954Y764 | MILL THEMC ETF | 10,545 | $37.4 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,416 | $37.2 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,500 | $36.6 萬 | 0.2% | – | – | 歷史 |
| iShares Future AI & Tech ETF46435U556 | ETF | 10,552 | $36.4 萬 | 0.2% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 6,220 | $35.9 萬 | 0.2% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,256 | $35.9 萬 | 0.2% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 10,616 | $34.8 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,218 | $34.8 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,165 | $34.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,367 | $33.8 萬 | 0.2% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 5,467 | $33.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,154 | $32.8 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 9,599 | $32.3 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,092 | $32.0 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,998 | $30.9 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 8,537 | $29.6 萬 | 0.2% | – | – | 歷史 |
| EXASExact Sciences Corp | COM | 4,000 | $29.6 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,013 | $29.5 萬 | 0.2% | – | – | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,667 | $28.5 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,109 | $28.3 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,107 | $28.1 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,713 | $28.0 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,301 | $27.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,706 | $27.3 萬 | 0.2% | – | – | – |
| TELTE Connectivity plc | REG SHS | 1,927 | $27.1 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,868 | $27.0 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 545 | $27.0 萬 | 0.2% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 1,032 | $25.1 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 2,338 | $24.6 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,394 | $23.8 萬 | 0.1% | – | – | 歷史 |
| HRIHerc Holdings Inc | COM | 1,544 | $23.0 萬 | 0.1% | – | – | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,022 | $22.5 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V400 | GLOBL ALLO ETF | 5,322 | $22.1 萬 | 0.1% | – | – | – |
| ICLRIcon PLC | COM | 766 | $21.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,494 | $21.6 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,123 | $21.5 萬 | 0.1% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 365 | $21.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,044 | $21.0 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 7,216 | $20.8 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 509 | $20.4 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,912 | $20.1 萬 | 0.1% | – | – | 歷史 |
| FFord Motor Co | Stock | 13,677 | $16.7 萬 | 0.1% | – | – | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 15,090 | $11.6 萬 | 0.1% | – | – | 歷史 |
| GUTGabelli Utility Trust | COM | 18,138 | $9.83 萬 | 0.1% | – | – | 歷史 |
| GABGabelli Equity Trust Inc | COM | 18,624 | $9.46 萬 | 0.1% | – | – | 歷史 |
| AKBAAkebia Therapeutics, Inc. | COM | 20,017 | $2.48 萬 | <0.1% | – | – | 歷史 |