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Eagle Wealth Advisors LLC

SEC CIK
0002107271
最新申報
2026/7/13

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/13 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
100
較 2026 年第 1 季 +2
總值
$1.31 億
較 2026 年第 1 季 +$2,269 萬 (+20.9%)
申報日
2026/7/13
SEC
Eagle Wealth Advisors LLC 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
NVDANVIDIA CorpStock61,628$1,233 萬9.4%−2,749−4.3%減碼歷史
AAPLApple Inc.Stock34,213$990.0 萬7.6%−1,907−5.3%減碼歷史
MSFTMicrosoft CorpStock17,765$662.7 萬5.1%−625−3.4%減碼歷史
AMZNAmazon Com IncStock22,483$535.9 萬4.1%−396−1.7%減碼歷史
iShares Tr46429B7470-5 YR TIPS ETF47,147$481.7 萬3.7%+6,980+17.4%加碼–
GOOGLAlphabet Inc.Stock12,880$460.3 萬3.5%−529−3.9%減碼歷史
AVGOBroadcom Inc.Stock11,217$423.7 萬3.2%−899−7.4%減碼歷史
MUMicron Technology IncStock3,580$413.2 萬3.2%+591+19.8%加碼歷史
GOOGAlphabet Inc.Stock11,069$391.1 萬3.0%−221−2.0%減碼歷史
AMDAdvanced Micro Devices IncStock6,694$388.9 萬3.0%+184+2.8%加碼歷史
Vanguard World FD921910816MEGA GRWTH IND43,415$381.7 萬2.9%−630−1.4%減碼依 5 比 1 拆股換算–
iShares Tr464288638ISHS 5-10YR INVT70,807$376.5 萬2.9%+15,762+28.6%加碼–
TSLATesla, Inc.Stock8,041$338.2 萬2.6%+45+0.6%加碼歷史
METAMeta Platforms, Inc.Stock5,497$309.6 萬2.4%−74−1.3%減碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF88,939$266.9 萬2.0%−10,516−10.6%減碼–
LRCXLam Research CorpStock4,899$212.4 萬1.6%+183+3.9%加碼歷史
INTCIntel CorpStock14,908$208.2 萬1.6%+2,919+24.3%加碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF9,029$172.0 萬1.3%−6−0.1%減碼–
AMATApplied Materials IncStock2,343$169.4 萬1.3%+229+10.8%加碼歷史
WMTWalmart Inc.Stock14,855$168.2 萬1.3%+3,545+31.3%加碼歷史
CSCOCisco Systems, Inc.Stock13,846$162.6 萬1.2%+1,201+9.5%加碼歷史
COSTCostco Wholesale CorpStock1,631$152.6 萬1.2%+75+4.8%加碼歷史
KLACKLA CorpCOM NEW4,757$143.5 萬1.1%+87+1.9%加碼依 10 比 1 拆股換算歷史
LLYEli Lilly & CoStock1,097$131.6 萬1.0%−351−24.2%減碼歷史
First Trust Nasdaq-100 Technology Sector Index Fund337345102ETF3,753$125.6 萬1.0%00.0%不變–
RTXRTX CorpStock6,603$125.3 萬1.0%+128+2.0%加碼歷史
Vanguard S&P 500 ETF922908363ETF1,814$124.6 萬1.0%−9−0.5%減碼–
NFLXNetflix IncStock16,058$114.7 萬0.9%−299−1.8%減碼歷史
Vanguard Industrials ETF92204A603ETF2,882$103.9 萬0.8%00.0%不變–
Schwab U.S. Large-Cap Growth ETF808524300ETF30,544$103.4 萬0.8%+29+0.1%加碼–
PLTRPalantir Technologies Inc.Stock8,754$102.1 萬0.8%+367+4.4%加碼歷史
SPYSPDR S&P 500 ETF TrustETF1,274$95.1 萬0.7%−56−4.2%減碼歷史
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,742$91.0 萬0.7%00.0%不變歷史
PANWPalo Alto Networks IncStock2,660$90.7 萬0.7%+235+9.7%加碼歷史
JPMJPMorgan Chase & CoStock2,692$88.1 萬0.7%+189+7.6%加碼歷史
VVisa Inc.Stock2,557$87.7 萬0.7%−812−24.1%減碼歷史
LINLinde PLCStock1,522$79.0 萬0.6%+57+3.9%加碼歷史
BRK.BBerkshire Hathaway IncStock1,513$75.7 萬0.6%+214+16.5%加碼歷史
TXNTexas Instruments IncStock2,518$75.1 萬0.6%+530+26.7%加碼歷史
CATCaterpillar IncStock702$74.8 萬0.6%+36+5.4%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock823$62.8 萬0.5%+53+6.9%加碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF1,650$61.1 萬0.5%00.0%不變–
MAMastercard IncStock1,188$61.0 萬0.5%−499−29.6%減碼歷史
AMGNAmgen IncStock1,673$60.6 萬0.5%+280+20.1%加碼歷史
GEGeneral Electric CoStock1,597$59.7 萬0.5%−491−23.5%減碼歷史
Vanguard World FD921910840MEGA CAP VAL ETF3,641$59.5 萬0.5%00.0%不變–
MRVLMarvell Technology, Inc.COM1,901$56.6 萬0.4%+1,901新進歷史
GSGoldman Sachs Group IncStock557$56.3 萬0.4%+25+4.7%加碼歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF10,331$55.4 萬0.4%00.0%不變–
QCOMQualcomm IncStock2,954$54.6 萬0.4%+662+28.9%加碼歷史
GEVGE Vernova Inc.Stock464$54.5 萬0.4%−108−18.9%減碼歷史
PGProcter & Gamble CoStock3,700$54.3 萬0.4%+204+5.8%加碼歷史
iShares Tr464287721U.S. TECH ETF2,136$53.9 萬0.4%00.0%不變–
ADIAnalog Devices IncStock1,312$52.1 萬0.4%+245+23.0%加碼歷史
PEPPepsiCo IncStock3,734$50.6 萬0.4%+730+24.3%加碼歷史
HDHome Depot, Inc.Stock1,429$50.4 萬0.4%+81+6.0%加碼歷史
SNDKSandisk CorpCOM218$49.6 萬0.4%+218新進歷史
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM3,038$49.1 萬0.4%−503−14.2%減碼–
JNJJohnson & JohnsonStock1,872$47.5 萬0.4%+202+12.1%加碼歷史
ORCLOracle CorpStock3,224$47.2 萬0.4%+113+3.6%加碼歷史
CDNSCadence Design Systems IncStock1,254$47.1 萬0.4%+34+2.8%加碼歷史
WDCWestern Digital CorpCOM730$46.6 萬0.4%+730新進歷史
GILDGilead Sciences, Inc.Stock3,619$45.7 萬0.3%+637+21.4%加碼歷史
iShares Core S&P 500 ETF464287200ETF610$45.7 萬0.3%+76+14.2%加碼–
State Street Industrial Select Sector SPDR ETF81369Y704ETF2,400$44.5 萬0.3%00.0%不變–
STXSeagate Technology Holdings plcORD SHS454$43.8 萬0.3%+454新進歷史
BKNGBooking Holdings Inc.Stock2,422$43.2 萬0.3%+122+5.3%加碼依 25 比 1 拆股換算歷史
APPAppLovin CorpCOM CL A832$42.9 萬0.3%+54+6.9%加碼歷史
VRTXVertex Pharmaceuticals IncStock845$42.0 萬0.3%+33+4.1%加碼歷史
CARRCarrier Global CorpStock5,692$41.8 萬0.3%00.0%不變歷史
MCDMcDonalds CorpStock1,529$41.3 萬0.3%+65+4.4%加碼歷史
XOMExxonMobil Holdings CorpCOM2,975$40.7 萬0.3%+350+13.3%加碼歷史
IBMInternational Business Machines CorpStock1,327$37.3 萬0.3%+75+6.0%加碼歷史
ABBVAbbVie Inc.Stock1,315$33.1 萬0.3%+152+13.1%加碼歷史
ANETArista Networks, Inc.Stock1,945$33.0 萬0.3%−411−17.4%減碼歷史
ASMLASML Holding NVADR166$33.0 萬0.3%+166新進歷史
Vanguard Financials ETF92204A405ETF2,430$32.0 萬0.2%00.0%不變–
FTNTFortinet, Inc.Stock2,073$31.8 萬0.2%+2,073新進歷史
TMUST-Mobile US, Inc.Stock1,883$31.6 萬0.2%−427−18.5%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF3,570$30.8 萬0.2%00.0%不變依 6 比 1 拆股換算–
BACBank of America CorpStock5,309$30.3 萬0.2%+513+10.7%加碼歷史
ISRGIntuitive Surgical IncCOM NEW741$29.5 萬0.2%−496−40.1%減碼歷史
MARMarriott International IncStock758$28.1 萬0.2%+35+4.8%加碼歷史
MSMorgan StanleyStock1,299$27.2 萬0.2%+69+5.6%加碼歷史
VRTVertiv Holdings CoCOM CL A803$26.9 萬0.2%−57−6.6%減碼歷史
UNHUnitedHealth Group IncStock646$26.8 萬0.2%−326−33.5%減碼歷史
SHOPShopify Inc.Stock2,263$25.8 萬0.2%+345+18.0%加碼歷史
SBUXStarbucks CorpStock2,491$25.5 萬0.2%+2,491新進歷史
MRKMerck & Co., Inc.Stock1,957$25.3 萬0.2%+291+17.5%加碼歷史
WFCWells Fargo & CompanyStock2,961$24.5 萬0.2%+217+7.9%加碼歷史
CEGConstellation Energy CorpStock961$23.9 萬0.2%+45+4.9%加碼歷史
SNPSSynopsys IncCOM530$23.6 萬0.2%+530新進歷史
ORLYO Reilly Automotive IncStock2,504$23.1 萬0.2%−45−1.8%減碼歷史
KOCoca Cola CoStock2,758$22.6 萬0.2%+2,758新進歷史
URIUnited Rentals, Inc.COM195$22.1 萬0.2%+195新進歷史
CVXChevron CorpStock1,319$21.9 萬0.2%+88+7.1%加碼歷史
CRMSalesforce, Inc.Stock1,370$21.5 萬0.2%−909−39.9%減碼歷史
DISWalt Disney CoStock2,236$21.5 萬0.2%−239−9.7%減碼歷史
CCitigroup IncStock1,476$20.7 萬0.2%+1,476新進歷史
TMOThermo Fisher Scientific Inc.Stock407$20.4 萬0.2%−250−38.1%減碼歷史

2026 年第 1 季之後清倉(9 檔)

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Eagle Wealth Advisors LLC 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
INTUIntuit Inc.Stock1,030$44.5 萬0.4%歷史
HONHoneywell International IncCOM1,248$28.2 萬0.3%歷史
ADBEAdobe Inc.Stock1,089$26.5 萬0.2%歷史
UBERUber Technologies, IncStock3,463$24.9 萬0.2%歷史
SPGIS&P Global Inc.Stock585$24.9 萬0.2%歷史
Fidelity Covington Trust316092618ENHA HIGH YI ETF4,943$24.1 萬0.2%–
BLKBlackRock, Inc.Stock234$22.5 萬0.2%歷史
REGNRegeneron Pharmaceuticals, Inc.COM272$21.0 萬0.2%歷史
OTISOtis Worldwide CorpStock2,685$20.7 萬0.2%歷史