Eagle Wealth Advisors LLC
- SEC CIK
- 0002107271
- 最新申報
- 2026/7/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/23 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 98
- 較 2025 年第 4 季 +7
- 總值
- $1.08 億
- 較 2025 年第 4 季 −$893.5 萬 (−7.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 64,377 | $1,123 萬 | 10.4% | −5,680−8.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 36,120 | $916.7 萬 | 8.5% | −4,631−11.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 18,390 | $680.7 萬 | 6.3% | −2,200−10.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 22,879 | $476.5 萬 | 4.4% | −1,782−7.2% | 減碼 | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 40,167 | $415.4 萬 | 3.8% | +14,198+54.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 13,409 | $385.6 萬 | 3.6% | −1,381−9.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,116 | $375.0 萬 | 3.5% | −2,029−14.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,290 | $323.9 萬 | 3.0% | −716−6.0% | 減碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,809 | $323.7 萬 | 3.0% | +441+5.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,571 | $318.7 萬 | 2.9% | −158−2.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 99,455 | $299.1 萬 | 2.8% | −35,786−26.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 7,996 | $297.3 萬 | 2.7% | −495−5.8% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 55,045 | $292.9 萬 | 2.7% | +22,355+68.4% | 加碼 | – |
| NFLXNetflix Inc | Stock | 16,357 | $157.3 萬 | 1.5% | +2,069+14.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,556 | $155.0 萬 | 1.4% | +241+18.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 11,310 | $140.8 萬 | 1.3% | +7,229+177.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,448 | $133.2 萬 | 1.2% | −808−35.8% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,510 | $132.4 萬 | 1.2% | +934+16.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,475 | $124.9 萬 | 1.2% | +69+1.1% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 8,387 | $122.7 萬 | 1.1% | +1,826+27.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,035 | $120.1 萬 | 1.1% | +99+1.1% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,823 | $108.9 萬 | 1.0% | +6+0.3% | 加碼 | – |
| VVisa Inc. | Stock | 3,369 | $101.8 萬 | 0.9% | −2,050−37.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 2,989 | $101.0 萬 | 0.9% | +2,205+281.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,716 | $100.9 萬 | 0.9% | +1,056+28.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,645 | $98.1 萬 | 0.9% | +7,476+144.6% | 加碼 | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 2,882 | $90.0 萬 | 0.8% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 30,515 | $88.9 萬 | 0.8% | −2,493−7.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,330 | $86.5 萬 | 0.8% | +6+0.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,687 | $84.3 萬 | 0.8% | −877−34.2% | 減碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,753 | $81.1 萬 | 0.7% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,742 | $80.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,503 | $73.6 萬 | 0.7% | +48+2.0% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,465 | $72.6 萬 | 0.7% | +242+19.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,114 | $72.3 萬 | 0.7% | +2,114 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 467 | $68.8 萬 | 0.6% | +68+17.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,299 | $62.2 萬 | 0.6% | +28+2.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,088 | $59.3 萬 | 0.5% | −1,104−34.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,237 | $57.0 萬 | 0.5% | +168+15.7% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,650 | $52.9 萬 | 0.5% | 00.0% | 不變 | – |
| INTCIntel Corp | Stock | 11,989 | $52.9 萬 | 0.5% | +11,989 | 新進 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 3,641 | $52.8 萬 | 0.5% | 00.0% | 不變 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,331 | $51.0 萬 | 0.5% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 3,496 | $50.5 萬 | 0.5% | +48+1.4% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 572 | $50.0 萬 | 0.5% | −269−32.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,393 | $49.0 萬 | 0.5% | +1,393 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,310 | $48.5 萬 | 0.4% | +1,204+108.9% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 666 | $47.2 萬 | 0.4% | +9+1.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,004 | $46.6 萬 | 0.4% | +3,004 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 3,111 | $45.8 萬 | 0.4% | +104+3.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,464 | $45.5 萬 | 0.4% | −39−2.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 532 | $45.0 萬 | 0.4% | +6+1.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,625 | $44.5 萬 | 0.4% | +13+0.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,030 | $44.5 萬 | 0.4% | +119+13.1% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,348 | $44.3 萬 | 0.4% | +3+0.2% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,279 | $42.5 萬 | 0.4% | −1,124−33.0% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,982 | $41.6 萬 | 0.4% | +2,982 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,670 | $40.8 萬 | 0.4% | +35+2.1% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 3,541 | $39.7 萬 | 0.4% | +598+20.3% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,425 | $38.9 萬 | 0.4% | +464+23.7% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,400 | $38.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,136 | $38.8 萬 | 0.4% | 00.0% | 不變 | – |
| BKNGBooking Holdings Inc. | Stock | 92 | $38.7 萬 | 0.4% | +14+17.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,988 | $38.6 萬 | 0.4% | +1,988 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 812 | $36.3 萬 | 0.3% | +96+13.4% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 534 | $34.9 萬 | 0.3% | +90+20.3% | 加碼 | – |
| ADIAnalog Devices Inc | Stock | 1,067 | $33.9 萬 | 0.3% | +1,067 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,220 | $33.9 萬 | 0.3% | +136+12.5% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 657 | $32.3 萬 | 0.3% | −401−37.9% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 5,692 | $32.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| APPAppLovin Corp | COM CL A | 778 | $31.0 萬 | 0.3% | +402+106.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,252 | $30.3 萬 | 0.3% | +35+2.9% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 770 | $30.1 萬 | 0.3% | +123+19.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 2,292 | $29.5 萬 | 0.3% | +2,292 | 新進 | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,430 | $29.4 萬 | 0.3% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 2,356 | $28.9 萬 | 0.3% | −1,076−31.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,248 | $28.2 萬 | 0.3% | +1,248 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,089 | $26.5 萬 | 0.2% | +199+22.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 972 | $26.3 萬 | 0.2% | −657−40.3% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 595 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 916 | $25.6 萬 | 0.2% | +177+24.0% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,231 | $25.5 萬 | 0.2% | −138−10.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,163 | $25.3 萬 | 0.2% | +12+1.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,463 | $24.9 萬 | 0.2% | −2,460−41.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 585 | $24.9 萬 | 0.2% | −355−37.8% | 減碼 | 歷史 |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 4,943 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 2,475 | $23.9 萬 | 0.2% | −366−12.9% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 723 | $23.6 萬 | 0.2% | +723 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,549 | $23.5 萬 | 0.2% | +353+16.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 4,796 | $23.4 萬 | 0.2% | +138+3.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 1,918 | $22.8 萬 | 0.2% | +1,918 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 234 | $22.5 萬 | 0.2% | −158−40.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,744 | $21.8 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 860 | $21.5 萬 | 0.2% | +860 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 272 | $21.0 萬 | 0.2% | +272 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,685 | $20.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 1,230 | $20.2 萬 | 0.2% | +29+2.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,666 | $20.2 萬 | 0.2% | +1,666 | 新進 | 歷史 |
2025 年第 4 季之後清倉（7 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 |
|---|---|---|---|---|---|
| NOWServiceNow, Inc. | Stock | 3,510 | $53.8 萬 | 0.5% | 歷史 |
| DHRDanaher Corp | Stock | 1,752 | $40.1 萬 | 0.3% | 歷史 |
| PGRProgressive Corp | Stock | 1,472 | $33.5 萬 | 0.3% | 歷史 |
| ACNAccenture plc | Stock | 965 | $25.9 萬 | 0.2% | 歷史 |
| PHParker-Hannifin Corp | Stock | 294 | $25.8 萬 | 0.2% | 歷史 |
| URIUnited Rentals, Inc. | COM | 303 | $24.5 萬 | 0.2% | 歷史 |
| MCKMcKesson Corp | Stock | 277 | $22.7 萬 | 0.2% | 歷史 |