Eagle Wealth Strategies LLC 13F 持仓 · 2026年Q2
Eagle Wealth Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 2.62 亿美元。前几大持仓：VOO（22.91%）、AVUV（12.35%）、FLQM（10.43%）。本季前 25 大持仓中：增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $60.0M | 22.91% | 87,307 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $32.3M | 12.35% | 259,185 | 减持 |
| 3 | FLQM | FRANKLIN TEMPLETON ETF TR | $27.3M | 10.43% | 471,779 | 增持 |
| 4 | DFEV | DIMENSIONAL ETF TRUST | $20.6M | 7.89% | 483,697 | 减持 |
| 5 | DGRW | WISDOMTREE TR | $19.0M | 7.26% | 198,832 | 减持 |
| 6 | XLV | SELECT SECTOR SPDR TR | $12.1M | 4.62% | 76,209 | 增持 |
| 7 | LLY | ELI LILLY & CO | $4.9M | 1.88% | 4,105 | 减持 |
| 8 | AMZN | AMAZON COM INC | $4.5M | 1.71% | 18,784 | 增持 |
| 9 | XOM | EXXON MOBIL CORP | $4.1M | 1.55% | 29,764 | 增持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.45% | 5,077 | 增持 |
| 11 | PNC | PNC FINL SVCS GROUP INC | $3.3M | 1.25% | 13,280 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $3.2M | 1.21% | 15,809 | 减持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.14% | 5,154 | 减持 |
| 14 | MSFT | MICROSOFT CORP | $2.9M | 1.09% | 7,672 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $2.7M | 1.02% | 8,148 | 增持 |
| 16 | AAPL | APPLE INC | $2.6M | 0.98% | 8,843 | 减持 |
| 17 | FULT | FULTON FINL CORP PA | $2.1M | 0.80% | 86,608 | 减持 |
| 18 | MU | MICRON TECHNOLOGY INC | $1.9M | 0.74% | 1,669 | 减持 |
| 19 | PFIS | PEOPLES FINL SVCS CORP | $1.9M | 0.73% | 28,655 | 持平 |
| 20 | CVX | CHEVRON CORPORATION | $1.7M | 0.66% | 10,405 | 减持 |
| 21 | GOOG | ALPHABET INC | $1.6M | 0.63% | 4,668 | 减持 |
| 22 | VO | VANGUARD INDEX FDS | $1.6M | 0.61% | 19,716 | 增持 |
| 23 | IWB | ISHARES TR | $1.6M | 0.60% | 3,834 | 持平 |
| 24 | MRVL | MARVELL TECHNOLOGY INC | $1.5M | 0.59% | 5,199 | 减持 |
| 25 | COHR | COHERENT CORP | $1.3M | 0.51% | 3,397 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR