Eagle Wealth Strategies LLC
- SEC CIK
- 0002009882
- 最新申報
- 2026/7/9
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/10 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 114
- 較 2025 年第 4 季 0
- 總值
- $2.28 億
- 較 2025 年第 4 季 +$1,334 萬 (+6.2%)
| 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 | 86,475 | $5,167 萬 | 22.7% | +20,554+31.2% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 266,876 | $2,948 萬 | 12.9% | −4,148−1.5% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 438,625 | $2,409 萬 | 10.6% | +19,886+4.7% | 加碼 | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 200,179 | $1,758 萬 | 7.7% | +3,667+1.9% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 488,464 | $1,748 萬 | 7.7% | +5,483+1.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 72,223 | $1,059 萬 | 4.6% | +1,371+1.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 29,750 | $504.7 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 18,763 | $390.8 萬 | 1.7% | −802−4.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,126 | $379.5 萬 | 1.7% | −10.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,050 | $328.4 萬 | 1.4% | −25−0.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,964 | $278.4 萬 | 1.2% | +1,287+8.8% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 13,269 | $276.1 萬 | 1.2% | −35−0.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,686 | $247.5 萬 | 1.1% | +117+1.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,142 | $239.5 萬 | 1.1% | −58−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,991 | $228.2 萬 | 1.0% | −26−0.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 10,481 | $216.9 萬 | 1.0% | +68+0.7% | 加碼 | 歷史 |
| FULTFulton Financial Corp | COM | 86,956 | $176.9 萬 | 0.8% | −2,460−2.8% | 減碼 | 歷史 |
| PFISPeoples Financial Services Corp. | COM | 28,655 | $152.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,875 | $139.9 萬 | 0.6% | −83−1.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 3,834 | $136.7 萬 | 0.6% | +1,029+36.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,491 | $129.0 萬 | 0.6% | +1,172+35.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,478 | $126.0 萬 | 0.6% | +2,332+28.6% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 5,535 | $119.9 萬 | 0.5% | +33+0.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,833 | $118.7 萬 | 0.5% | +91+1.6% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 5,256 | $104.2 萬 | 0.5% | +20.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 11,172 | $103.8 萬 | 0.5% | +24+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,171 | $82.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 3,395 | $80.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,596 | $80.4 萬 | 0.4% | −82−3.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 26,698 | $77.4 萬 | 0.3% | +2,723+11.4% | 加碼 | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 6,308 | $72.4 萬 | 0.3% | −13−0.2% | 減碼 | – |
| NWFLNorwood Financial Corp | COM | 23,528 | $69.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,001 | $68.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 26,263 | $68.0 萬 | 0.3% | +63+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 4,522 | $66.5 萬 | 0.3% | +229+5.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,220 | $64.5 萬 | 0.3% | +11+0.5% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,707 | $61.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,464 | $61.1 萬 | 0.3% | +585+31.1% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,302 | $59.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 6,074 | $58.3 萬 | 0.3% | +67+1.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,575 | $58.1 萬 | 0.3% | +489+4.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,685 | $56.9 萬 | 0.2% | +13+0.8% | 加碼 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 1,902 | $54.0 萬 | 0.2% | −130−6.4% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 4,955 | $53.8 萬 | 0.2% | −4,050−45.0% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 8,448 | $53.0 萬 | 0.2% | +122+1.5% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 5,341 | $52.9 萬 | 0.2% | +44+0.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 920 | $52.6 萬 | 0.2% | +35+4.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,727 | $52.2 萬 | 0.2% | +12+0.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,827 | $51.0 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,029 | $49.6 萬 | 0.2% | +9+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,121 | $48.2 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| OCFCOceanfirst Financial Corp | COM | 26,581 | $48.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 5,083 | $47.6 萬 | 0.2% | +5,083 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 1,957 | $47.4 萬 | 0.2% | +29+1.5% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,117 | $45.6 萬 | 0.2% | +7,117 | 新進 | – |
| KOCoca Cola Co | Stock | 5,799 | $44.1 萬 | 0.2% | +540+10.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,521 | $43.7 萬 | 0.2% | +18+1.2% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,956 | $43.7 萬 | 0.2% | −190−2.1% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,573 | $43.0 萬 | 0.2% | +56+1.2% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,683 | $41.7 萬 | 0.2% | +44+1.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,336 | $41.5 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,099 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,434 | $40.1 萬 | 0.2% | +4,434 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,692 | $39.9 萬 | 0.2% | +198+7.9% | 加碼 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 7,651 | $38.9 萬 | 0.2% | −73−0.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,219 | $37.9 萬 | 0.2% | −84−6.4% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 8,800 | $36.1 萬 | 0.2% | +7+0.1% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,090 | $35.5 萬 | 0.2% | +15+0.5% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 2,654 | $33.9 萬 | 0.1% | −180−6.4% | 減碼 | – |
| DISWalt Disney Co | Stock | 3,385 | $32.6 萬 | 0.1% | −108−3.1% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 954 | $32.6 萬 | 0.1% | −13−1.3% | 減碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,636 | $32.3 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,420 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,192 | $31.7 萬 | 0.1% | −39−1.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,856 | $31.3 萬 | 0.1% | +2,856 | 新進 | – |
| SOSouthern Co | Stock | 3,166 | $30.6 萬 | 0.1% | +10+0.3% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 428 | $30.1 萬 | 0.1% | +428 | 新進 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 4,355 | $29.7 萬 | 0.1% | +5+0.1% | 加碼 | – |
| RTXRTX Corp | Stock | 1,525 | $29.4 萬 | 0.1% | +11+0.7% | 加碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 2,557 | $28.8 萬 | 0.1% | −4−0.2% | 減碼 | – |
| EXCExelon Corp | Stock | 5,858 | $28.7 萬 | 0.1% | −146−2.4% | 減碼 | 歷史 |
| AZOAutoZone Inc | COM | 81 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 313 | $27.3 萬 | 0.1% | −29−8.5% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,430 | $27.3 萬 | 0.1% | −95−2.7% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,733 | $27.2 萬 | 0.1% | −39−2.2% | 減碼 | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 3,362 | $27.2 萬 | 0.1% | +19+0.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,231 | $26.8 萬 | 0.1% | −83−6.3% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 1,728 | $25.0 萬 | 0.1% | +1,728 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,186 | $24.9 萬 | 0.1% | −38−3.1% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 521 | $24.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 433 | $24.4 萬 | 0.1% | −12−2.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,953 | $24.0 萬 | 0.1% | −88−2.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 882 | $23.9 萬 | 0.1% | −29−3.2% | 減碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,593 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPXCSPX Technologies, Inc. | COM | 1,177 | $23.5 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,205 | $23.0 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 1,904 | $23.0 萬 | 0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 800 | $22.7 萬 | 0.1% | −163−16.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,749 | $22.5 萬 | 0.1% | −10−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 445 | $21.3 萬 | 0.1% | +445 | 新進 | 歷史 |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EXASExact Sciences Corp | COM | 5,000 | $50.8 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 445 | $29.5 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 508 | $26.5 萬 | 0.1% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 540 | $25.3 萬 | 0.1% | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,501 | $25.0 萬 | 0.1% | – |
| TELTE Connectivity plc | Stock | 912 | $20.7 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,278 | $20.5 萬 | 0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 1,254 | $20.1 萬 | 0.1% | 歷史 |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 4,217 | $20.1 萬 | 0.1% | – |