Eagle Capital Management, LLC
CIK 1600746 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $293K
- 持仓
- 50
- 截至
- 2026年6月30日
按 13F 价值排名第 9300（共 9443） · 前 98.5%
投资组合价值同比（季度）：+15.5% 13F不披露现金
- 前十大持仓权重
- 64.22%
- 前二十五大持仓权重
- 92.76%
- 持仓高于 1%
- 24
- 有效持仓数量
- 19.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.09% 估计买入 $2985 · 卖出 $3674
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 84.7% 仍持有
- 新仓位
- 1
- 增加
- 14
- 减少
- 20
- 已结清
- 4
本页内容
行业细分
Technology
24.1%
Retail
5.5%
Communication Services
5.2%
Financials
3.8%
Financial Services
3.2%
Industrials
2.8%
Energy
2.1%
Consumer Staples
1.2%
Healthcare
1.1%
Consumer Discretionary
0.9%
Communications
0.2%
Utilities
0.1%
其他/未映射
49.9%
完整投资组合 50 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHD | $29630 | 10.12% | 934410 | $1121 | 上涨 ×6 | ||
| SPY SPY | $28480 | 9.72% | 38138 | $3614 | 下跌 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $25795 | 8.81% | 35028 | $5561 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $19969 | 6.82% | 52864 | $3075 | 下跌 ×6 | ||
| VUSB | $18696 | 6.38% | 375569 | $-715 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $15174 | 5.18% | 42460 | $2665 | 下跌 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $14411 | 4.92% | 19932 | $7383 | 下跌 ×3 | ||
| AAPL Apple Inc. - Common Stock | $14302 | 4.88% | 49426 | $1580 | 下跌 ×6 | ||
| SPMO | $12208 | 4.17% | 75572 | $3787 | 上涨 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9441 | 3.22% | 39612 | $898 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $7947 | 2.71% | 21304 | $31 | 下跌 ×6 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $7185 | 2.45% | 15044 | $2062 | 下跌 ×1 | ||
| V Visa Inc. | $7011 | 2.39% | 20434 | $871 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $6976 | 2.38% | 21312 | $619 | 下跌 ×1 | ||
| VXF | $6839 | 2.33% | 27776 | $1141 | 上涨 ×1 | ||
| SCHX | $6512 | 2.22% | 221255 | $887 | 上涨 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $6062 | 2.07% | 17187 | $412 | 上涨 ×1 | ||
| BRKB | $5565 | 1.90% | 11122 | $243 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $5450 | 1.86% | 32877 | $-1406 | 下跌 ×4 | ||
| SCHG | $5373 | 1.83% | 158776 | $882 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $5250 | 1.79% | 10306 | $-1027 | 下跌 ×5 | ||
| FTNT Fortinet, Inc. - Common Stock | $4044 | 1.38% | 26322 | $1878 | 下跌 ×1 | ||
| PRU Prudential Financial, Inc. Common Stock | $3580 | 1.22% | 33171 | $72 | 下跌 ×1 | ||
| PFE Pfizer, Inc. Common Stock | $3048 | 1.04% | 126581 | $-506 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2746 | 0.94% | 13722 | $381 | 上涨 ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $2702 | 0.92% | 19953 | $-447 | 下跌 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2301 | 0.79% | 5399 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $2281 | 0.78% | 6745 | $257 | 上涨 ×1 | ||
| SMH SMH | $2164 | 0.74% | 3299 | $890 | 下跌 ×2 | ||
| DIA | $1523 | 0.52% | 2915 | $173 | |||
| XLF XLF | $1286 | 0.44% | 23990 | $149 | 上涨 ×1 | ||
| VIS | $1136 | 0.39% | 3153 | $176 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $777 | 0.27% | 730 | $161 | 下跌 ×1 | ||
| GLD | $775 | 0.26% | 2104 | $-96 | 上涨 ×3 | ||
| FLRN | $749 | 0.26% | 24278 | $2 | |||
| HBCP Home Bancorp, Inc. - Common Stock | $569 | 0.19% | 8300 | $66 | |||
| ADM Archer-Daniels-Midland Company Common Stock | $559 | 0.19% | 7317 | $27 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $531 | 0.18% | 4517 | $181 | |||
| WMT Walmart Inc. - Common Stock | $472 | 0.16% | 4167 | $-46 | |||
| TSLA Tesla, Inc. - Common Stock | $415 | 0.14% | 986 | $48 | |||
| STIP | $389 | 0.13% | 3812 | $-5 | |||
| IVV | $362 | 0.12% | 484 | $11 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $360 | 0.12% | 2632 | $-87 | |||
| FHLC | $338 | 0.12% | 4370 | $31 | |||
| XLE XLE | $324 | 0.11% | 6106 | $-50 | |||
| JNJ Johnson & Johnson Common Stock | $260 | 0.09% | 1025 | $9 | |||
| BG Bunge Limited Common Shares | $245 | 0.08% | 2300 | $-63 | 下跌 ×3 | ||
| TRGP Targa Resources, Inc. Common Stock | $241 | 0.08% | 900 | $15 | |||
| ITA ITA | $229 | 0.08% | 945 | $22 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $225 | 0.08% | 1781 | $-8 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SCHD | $29630 | 10.12% | 上涨 ×6 |
| SPMO | $12208 | 4.17% | 上涨 ×4 |
| GLD | $775 | 0.26% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| ETN | $2301 | 5399 | 0.79% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| INTU | 2026年3月31日 | 12097 | $8013 | -16.6% |
| ACN | 2026年3月31日 | 18730 | $5025 | -7.9% |
| UNH | 2025年9月30日 | 14088 | $4395 | 12.2% |
| IBM | 2026年3月31日 | 8055 | $2386 | -3.6% |
| LGLV | 2025年3月31日 | 5367 | $887 | 不再跟踪 |
| RSPH | 2025年6月30日 | 28376 | $844 | 不再跟踪 |
| MILN | 2025年12月31日 | 4225 | $209 | |
| VUG | 2026年3月31日 | 420 | $205 | 不再跟踪 |
| BG | 2025年3月31日 | 2600 | $203 | 53.8% |
| ABBV | 2025年12月31日 | 870 | $201 | 15.5% |