ES

Eagle Strategies LLC

分散型投資策略趨勢追蹤型產業集中型

申報總市值

US$8.4億

申報季度: 2026-03-31 · 持股檔數: 258

Eagle Strategies LLC在最新一期 13F 報告中揭露了 258 項持股，申報期為 2026-03-31，總持股市值約為 US$8.4億，季度換手率為 21.6%。

機構性格雪花圖

集中度
7.69
持倉穩定性
21.58
動能／逆勢
100
產業集中度
80.99
多樣化
100
倉位均衡度
80.06

近期動向

  • 加碼 QQQM

    +915.0%　US$2308.9萬

  • 減碼 SPHQ

    -53.9%　-US$879.2萬

  • 加碼 VO

    +226.4%　US$845.6萬

  • 減碼 VOT

    -29.1%　-US$562.7萬

  • 加碼 VOO

    +50.8%　US$629.0萬

  • 減碼 IVV

    -21.0%　-US$343.9萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長8.56%—+5.04%
2FNDXSchwab Fndmntl US Lrg Co ETFETF-其他3.49%-0.11%+1.11%
3IHDGWisdomtree International HedETF-其他3.38%—-0.12%
4SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長3.26%-0.51%+0.90%
5QQQMInvesco Nasdaq 100 ETFETF-科技型3.08%+2.73%+915.00%
6VOOVanguard S&p 500 ETFETF-大型股與成長2.47%+0.63%+50.84%
7PAVEGlobal X US InfrastructureETF-其他2.39%+0.05%+2.44%
8VUGVanguard Growth ETFETF-其他2.23%—+12.59%
9DGROIshares Core Dividend GrowthETF-其他1.84%-0.38%-12.68%
10VEAVanguard Ftse Developed ETFETF-其他1.79%+0.02%+5.40%
11STPZPimco 1-5 Year US Tips IndexETF-大型股與成長1.78%—+3.38%
12AGGIshares Core U.s. AggregateETF-其他1.69%—-1.08%
13NVDANvidia CORP股票-科技1.61%—+6.26%
14IMCGIshares Morningstar Mid-capETF-其他1.52%—+7.24%
15VOEVanguard Mid-cap Value ETFETF-其他1.52%+0.02%+3.85%
16VBRVanguard Small-cap Value ETFETF-其他1.51%—-0.79%
17VOVanguard Mid-cap ETFETF-其他1.46%+0.98%+226.38%
18SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.42%—-0.90%
19GLDSpdr Gold SharesETF-避險與商品1.42%—-7.87%
20VOTVanguard Mid-cap Growth ETFETF-其他1.27%-0.81%-29.05%
21VYMIVanguard Int High Dvd Yld InETF-其他1.27%—+0.38%
22IVVIshares Core S&p 500 ETFETF-大型股與成長1.26%-0.52%-21.00%
23QUSSs Spdr Msci U Stratfact ETFETF-其他1.19%—-4.23%
24AAPLApple INC股票-科技1.13%—+0.81%
25EFGIshares Msci Eafe Growth ETFETF-其他1.07%—+1.43%
26VYMVanguard High Dvd Yield ETFETF-其他1.06%+0.48%+89.95%
27IWMIshares Russell 2000 ETFETF-中小型股1.05%+1.05%NEW
28QEFAStsr Spd Msc Eaf Stgfs-us InETF-其他1.01%—+6.10%
29SCHOSchwab Short-term US TreasETF-其他1.00%—+8.29%
30ISCFIshares International SmallETF-其他0.91%—+7.61%
31SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.90%-1.19%-53.85%
32IQLTIshares Msci International QETF-其他0.87%—+2.62%
33VTVVanguard Value ETFETF-其他0.85%—-0.76%
34SPSBSs Spdr P St C CORP ETFETF-其他0.81%—+3.85%
35JPSTJpmorgan Ultra-short IncomeETF-其他0.80%—+3.59%
36IEFAIshares Core Msci Eafe ETFETF-其他0.77%—+3.81%
37AMLPAlerian Mlp ETFETF-其他0.75%—-3.12%
38SCHDSchwab US Dvd Equity ETFETF-其他0.75%+0.08%+6.83%
39AMZNAmazon.com INC股票-循環性消費0.73%-0.19%-5.74%
40IWFIshares Russell 1000 GrowthETF-其他0.71%—+9.46%
41TSMTaiwan Semiconductor-sp Adr股票-科技0.64%—-0.21%
42MSFTMicrosoft CORP股票-科技0.64%-0.20%+6.31%
43FCXFreeport-mcmoran INC股票-原物料0.62%+0.27%+65.28%
44GOOGLAlphabet Inc-cl A股票-通訊服務0.61%—+9.39%
45SLVIshares Silver TrustETF-避險與商品0.60%-0.19%-22.76%
46MOATVaneck Morningstar Wide MoatETF-其他0.60%-0.36%-28.86%
47IYWIshares Ustechnology ETFETF-科技型0.57%+0.23%+94.28%
48GRIDFirst Trst Nasd Cl Edg SgiifETF-其他0.56%—+8.13%
49IEMGIshares Core Msci EmergingETF-新興市場0.54%+0.44%+433.85%
50QQQInvesco Qqq Trust Series 1ETF-科技型0.53%+0.20%+82.31%
1–50 of 258

本季持股變動

Eagle Strategies LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Russell 2000 ETF (IWM); 清倉: Adobe INC (ADBE); 清倉: United States Copper Index (CPER); 新建倉: Micron Technology INC (MU); 清倉: Vanguard Intermediate-term B (BIV).

Eagle Strategies LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1QQQMInvesco Nasdaq 100 ETF+2.7%+915.00%加碼
2VOVanguard Mid-cap ETF+1%+226.38%加碼
3VOOVanguard S&p 500 ETF+0.6%+50.84%加碼
4IFRAIshares US Infrastructure+0.5%+1107.34%加碼
5VYMVanguard High Dvd Yield ETF+0.5%+89.95%加碼
6DTCRGlobal X Data Center & Digit+0.5%+809.54%加碼
7IEMGIshares Core Msci Emerging+0.4%+433.85%加碼
8FCXFreeport-mcmoran INC+0.3%+65.28%加碼
9IYWIshares Ustechnology ETF+0.2%+94.28%加碼
10AIQGlobal X Art Intel & Tech+0.2%+270.54%加碼
11QQQInvesco Qqq Trust Series 1+0.2%+82.31%加碼
12IBMIntl Business Machines CORP+0.2%+340.92%加碼
13IBBIshares Biotechnology ETF+0.2%+72.04%加碼
14CCitigroup INC+0.2%+666.14%加碼
15SCHFSchwab Intl Equity ETF+0.1%+267.25%加碼
16ROBORobo Global Robotics And Aut+0.1%+48.68%加碼
17SCHDSchwab US Dvd Equity ETF+0.1%+6.83%加碼
18PAVEGlobal X US Infrastructure+0.1%+2.44%加碼
19VEAVanguard Ftse Developed ETF0%+5.40%加碼
20VOEVanguard Mid-cap Value ETF0%+3.85%加碼
21SNOWSnowflake INC-0.1%-68.47%減碼
22FNDXSchwab Fndmntl US Lrg Co ETF-0.1%+1.11%加碼
23CEGConstellation Energy-0.1%-5.08%減碼
24XLESs Energy Select Sector-0.1%-73.05%減碼
25URAGlobal X Uranium ETF-0.1%-26.64%減碼
26RGTIRigetti Computing INC-0.2%-24.26%減碼
27SLVIshares Silver Trust-0.2%-22.76%減碼
28AMZNAmazon.com INC-0.2%-5.74%減碼
29MSFTMicrosoft CORP-0.2%+6.31%加碼
30MAMastercard INC - A-0.2%-82.90%減碼
31CRMSalesforce INC-0.3%-30.49%減碼
32BLOKAmplify Blockchain Tech ETF-0.3%-38.26%減碼
33TDIVFt Nasdaq Tech Dvd Index Fd-0.3%-87.72%減碼
34MOATVaneck Morningstar Wide Moat-0.4%-28.86%減碼
35DGROIshares Core Dividend Growth-0.4%-12.68%減碼
36SPYGSs Spdr P S&p 500 Growth ETF-0.5%+0.90%加碼
37IVVIshares Core S&p 500 ETF-0.5%-21.00%減碼
38VOTVanguard Mid-cap Growth ETF-0.8%-29.05%減碼
39SPHQInvesco S&p 500 Quality ETF-1.2%-53.85%減碼
40IWMIshares Russell 2000 ETF—NEW新建倉
41ADBEAdobe INC—EXIT清倉
42CPERUnited States Copper Index—EXIT清倉
43MUMicron Technology INC—NEW新建倉
44BIVVanguard Intermediate-term B—EXIT清倉
45NLRVaneck Urani & Nuclr Etf-usd—NEW新建倉
46MPMp Materials CORP—NEW新建倉
47IBITIshares Bitcoin Trust ETF—NEW新建倉
48IGVIshares Expanded Tech-softwa—NEW新建倉
49ONEQFidelity Nasdaq Comp Indx—NEW新建倉
50ANETArista Networks INC—NEW新建倉

FAQ

Eagle Strategies LLC 是什麼機構？屬於哪種投資人類型？
Eagle Strategies LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$8.4億，分佈在 258 個已申報部位之中。
Eagle Strategies LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Eagle Strategies LLC 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$7168.8萬 (8.6%) 2. Schwab Fndmntl US Lrg Co ETF (FNDX) — US$2918.0萬 (3.5%) 3. Wisdomtree International Hed (IHDG) — US$2825.8萬 (3.4%) 4. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$2730.5萬 (3.3%) 5. Invesco Nasdaq 100 ETF (QQQM) — US$2579.5萬 (3.1%)
Eagle Strategies LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Eagle Strategies LLC 共進行了 50 項顯著調整：新建倉 8 個部位、加碼 23 個既有持股、減碼 16 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ishares Russell 2000 ETF (IWM); 清倉: Adobe INC (ADBE); 清倉: United States Copper Index (CPER); 新建倉: Micron Technology INC (MU); 清倉: Vanguard Intermediate-term B (BIV)
Eagle Strategies LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Eagle Strategies LLC 的主要板塊分佈如下： • Information Technology: 48.4% • Communication Services: 10.5% • Consumer Discretionary: 8.8% • Industrials: 7.3% • Financials: 6.2% • Health Care: 6.2%