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Hughes Financial Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Hughes Financial Services, LLC
报告期 2026-03-31 · CIK 0002054465
持仓数
1,720
前50大市值合计
$627.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 105
增持 24
减持 20
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$5.8M
733,283
+5%
减持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$5.7M
1,481,754
-1%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$5.4M
68,801
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+348%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$5.1M
1,301,631
+7%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$4.5M
153,940
-27%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$3.0M
109,107
+94%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$2.8M
602,705
-1%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$2.0M
91,410
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.6M
24,551
减持
FITE
SPDR S&P KENSHO FUTURE SECURITY ETF
-$1.3M
321,328
-0%
增持
GINN
INNOVATE EQUITY ETF
-$1.2M
542,532
+1%
增持
SPIP
SPDR PORTFOLIO TIPS ETF
+$1.1M
594,581
+4%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$1.1M
676,018
+3%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$778.7K
193,023
+2%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$763.0K
9,422
+384%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$553.1K
70,801
+3%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
-$517.7K
163,864
-0%
减持
SPY
SPDR S&P 500 ETF TRUST
-$432.0K
4,249
-12%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$414.9K
44,592
+23%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$363.8K
36,000
-11%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$354.0K
1,137
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$319.2K
115,283
-1%
增持
PHYL
PGIM ACTIVE HIGH YIELD BOND ETF
+$292.1K
225,612
+4%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$290.6K
145,721
-1%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$287.5K
107,716
-1%
减持
AAPL
APPLE INC COM
-$261.0K
6,581
-5%
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$220.0K
4,847
建仓
GE
GE AEROSPACE COM NEW
+$213.6K
1,048
建仓
CVX
CHEVRON CORP NEW COM
+$213.5K
1,267
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$210.9K
1,742
建仓
YUM
YUM BRANDS INC COM
+$203.7K
1,282
建仓
LGLV
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF
+$201.3K
1,155
增持
—
EXXON MOBIL CORP COM
+$195.9K
5,437
+30%
建仓
ORCL
ORACLE CORP COM
+$187.1K
1,318
减持
VB
VANGUARD SMALL-CAP ETF
-$187.1K
7,683
-3%
建仓
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$180.4K
7,141
建仓
T
AT&T INC COM
+$176.8K
6,206
减持
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
-$174.3K
45,417
-3%
建仓
QQQ
INVESCO QQQ TRUST SERIES I
+$173.5K
367
建仓
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
+$160.7K
6,292
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$158.0K
21,908
-3%
建仓
AVGO
BROADCOM INC COM
+$157.7K
936
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$151.6K
40,134
+19%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$150.3K
335
建仓
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$149.9K
5,930
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$147.6K
940
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$145.1K
609
减持
VUG
VANGUARD GROWTH ETF
-$144.4K
2,578
-5%
建仓
VTV
VANGUARD VALUE ETF
+$143.6K
833
建仓
META
META PLATFORMS INC CL A
+$140.7K
240
建仓
BAC
BANK AMERICA CORP COM
+$134.9K
3,251
清仓
FVCB
FVCBANKCORP INC COM
-$132.5K
0
-100%
建仓
TSLA
TESLA INC COM
+$127.0K
473
建仓
AUB
ATLANTIC UN BANKSHARES CORP COM
+$126.6K
4,185
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$126.5K
2,157
建仓
LDOS
LEIDOS HOLDINGS INC COM
+$122.3K
906
建仓
SRE
SEMPRA COM
+$121.6K
1,699
建仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$121.3K
1,624
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$118.4K
1,988
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$117.9K
383
建仓
VOT
VANGUARD MID-CAP GROWTH ETF
+$117.2K
476
建仓
PPL
PPL CORP COM
+$116.6K
3,233
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$116.1K
93,513
+5%
建仓
ES
EVERSOURCE ENERGY COM
+$115.6K
1,862
建仓
ABBV
ABBVIE INC COM
+$114.7K
556
建仓
CSCO
CISCO SYS INC COM
+$111.9K
1,810
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$111.0K
1,311
建仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
+$109.6K
1,427
建仓
AEP
AMERICAN ELEC PWR CO INC COM
+$109.6K
1,011
减持
NVDA
NVIDIA CORPORATION COM
-$109.2K
3,267
-6%
建仓
VV
VANGUARD LARGE-CAP ETF
+$106.8K
414
增持
TIP
ISHARES TIPS BOND ETF
+$105.9K
21,906
+1%
建仓
JNJ
JOHNSON & JOHNSON COM
+$105.6K
689
建仓
SO
SOUTHERN CO COM
+$104.7K
1,140
建仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
+$103.3K
2,677
增持
KNSL
KINSALE CAP GROUP INC COM
+$101.1K
3,159
+2%
建仓
TMUS
T-MOBILE US INC COM
+$100.4K
374
建仓
V
VISA INC COM CL A
+$99.2K
286
建仓
PLD
PROLOGIS INC. COM
+$98.5K
884
建仓
XMHQ
INVESCO S&P MIDCAP QUALITY ETF
+$98.5K
1,064
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$97.7K
6,926
-6%
建仓
AMGN
AMGEN INC COM
+$94.5K
308
建仓
TFC
TRUIST FINL CORP COM
+$94.0K
2,292
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$91.9K
95,159
+4%
建仓
MNSB
MAINSTREET BANCSHARES INC COM
+$91.1K
5,440
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$90.7K
177
建仓
MRK
MERCK & CO INC COM
+$88.2K
1,012
建仓
NFLX
NETFLIX INC COM
+$87.3K
94
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$86.8K
1,529
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$85.4K
341
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$84.6K
1,063
建仓
GEV
GE VERNOVA INC COM
+$83.3K
264
建仓
LNTH
LANTHEUS HLDGS INC COM
+$81.5K
832
建仓
WM
WASTE MGMT INC DEL COM
+$81.5K
348
建仓
ELME
ELME COMMUNITIES SH BEN INT
+$80.5K
4,685
增持
IVV
ISHARES CORE S&P 500 ETF
-$80.1K
5,557
+2%
建仓
IUS
INVESCO RAFI STRATEGIC US ETF
+$79.8K
1,615
建仓
CEG
CONSTELLATION ENERGY CORP COM
+$78.8K
381
建仓
MFC
MANULIFE FINL CORP COM
+$78.7K
2,477
建仓
TXN
TEXAS INSTRS INC COM
+$77.1K
433
建仓
CMCSA
COMCAST CORP NEW CL A
+$76.8K
2,091
增持
KO
COCA COLA CO COM
+$73.7K
6,547
+3%
建仓
CAT
CATERPILLAR INC COM
+$73.4K
222
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$72.8K
21,631
+6%
建仓
DIS
DISNEY WALT CO COM
+$71.9K
736
建仓
AMAT
APPLIED MATLS INC COM
+$71.7K
492
建仓
RFG
INVESCO S&P MIDCAP 400 PURE GROWTH ETF
+$71.4K
1,615
建仓
RTX
RTX CORPORATION COM
+$67.1K
505
建仓
QQEW
FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
+$66.1K
543
建仓
FANG
DIAMONDBACK ENERGY INC COM
+$65.5K
407
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$65.4K
5,794
-30%
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$64.3K
123
建仓
GLW
CORNING INC COM
+$62.3K
1,367
建仓
LOW
LOWES COS INC COM
+$61.8K
264
建仓
VO
VANGUARD MID-CAP ETF
+$60.2K
232
建仓
NVO
NOVO-NORDISK A S ADR
+$60.0K
882
建仓
UBSI
UNITED BANKSHARES INC WEST VA COM
+$59.8K
1,737
建仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$59.7K
556
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$59.4K
385
建仓
IWR
ISHARES RUSSELL MIDCAP ETF
+$58.6K
687
建仓
EVRG
EVERGY INC COM
+$58.1K
842
建仓
SAIC
SCIENCE APPLICATIONS INTL CORP COM
+$57.6K
508
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$56.2K
569
+4%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$55.6K
432
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$54.4K
543
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$52.7K
651
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$52.1K
78
建仓
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$51.1K
1,545
建仓
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
+$50.5K
1,894
建仓
INTU
INTUIT COM
+$50.3K
82
建仓
—
MAREX GROUP PLC ORD
+$50.0K
1,400
建仓
USMF
WISDOMTREE U.S. MULTIFACTOR FUND
+$49.6K
996
减持
AMZN
AMAZON COM INC COM
-$48.7K
1,449
-3%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$48.6K
595
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$48.4K
228
建仓
BND
VANGUARD TOTAL BOND MARKET ETF
+$48.1K
655
建仓
PCTY
PAYLOCITY HLDG CORP COM
+$48.0K
253
增持
CRM
SALESFORCE INC COM
-$48.0K
759
+0%
建仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$47.2K
447
建仓
AFL
AFLAC INC COM
+$47.0K
418
增持
SPGM
SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
+$46.7K
6,636
+14%
建仓
HTO
SJW GROUP COM
+$46.6K
860
减持
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
-$45.6K
96,535
-0%
建仓
PM
PHILIP MORRIS INTL INC COM
+$45.5K
288
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$45.0K
438
建仓
GTLS
CHART INDS INC COM
+$44.1K
302
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$43.5K
120
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$42.1K
684
建仓
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$41.2K
422
建仓
NEE
NEXTERA ENERGY INC COM
+$40.1K
565
