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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 59
减持 69
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
+$46.3M
541,805
+433344%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$38.3M
591,822
+86424%
减持
GINN
INNOVATE EQUITY ETF
-$28.7M
48,343
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。
-91%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$22.3M
1,610,303
+9%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$20.9M
86,449
-86%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$18.4M
378,378
+101342%
减持
FITE
SPDR S&P KENSHO FUTURE SECURITY ETF
-$17.2M
39,330
-88%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$8.8M
729,475
+8%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$8.2M
781,048
+7%
减持
PHYL
PGIM ACTIVE HIGH YIELD BOND ETF
-$7.8M
1,111
-100%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$5.9M
210,181
+9%
减持
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
-$4.5M
2,445
-97%
减持
JCPB
JPMORGAN CORE PLUS BOND ETF
-$1.8M
1,262,321
-3%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$1.5M
76,314
+71%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$1.3M
79,325
-31%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$930.1K
9,270
-62%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$922.8K
117,767
+8%
减持
VB
VANGUARD SMALL-CAP ETF
-$893.6K
3,388
-56%
增持
SPIP
SPDR PORTFOLIO TIPS ETF
+$883.3K
630,836
+6%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$768.5K
1,976
-79%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$717.4K
79,703
+13%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$624.7K
154,060
-6%
增持
NVDA
NVIDIA CORPORATION COM
+$578.2K
5,228
+60%
减持
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$526.7K
20,912
-42%
减持
SPGM
SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
-$395.1K
292
-96%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$375.1K
22,319
+2%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$328.7K
101,537
-6%
增持
MSFT
MICROSOFT CORP COM
+$320.8K
2,103
+3%
增持
AAPL
APPLE INC COM
+$312.0K
8,351
+27%
减持
QUS
SPDR MSCI USA STRATEGICFACTORS ETF
+$266.2K
45,149
-1%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$220.0K
49,564
+23%
减持
VUG
VANGUARD GROWTH ETF
+$192.6K
2,539
-2%
减持
SPY
SPDR S&P 500 ETF TRUST
+$186.2K
4,061
-4%
建仓
GLD
SPDR GOLD SHARES
+$155.3K
500
增持
JPM
JPMORGAN CHASE & CO. COM
+$147.3K
3,017
+0%
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$146.1K
151,800
-1%
减持
ORCL
ORACLE CORP COM
+$138.3K
1,269
-4%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$131.8K
31,423
-2%
减持
IYR
ISHARES U.S. REAL ESTATE ETF
-$128.0K
1,386
-49%
增持
AVGO
BROADCOM INC COM
+$126.1K
941
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$126.0K
1,320
+1%
减持
AUB
ATLANTIC UN BANKSHARES CORP COM
-$125.3K
38
-99%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$117.3K
6,975
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$110.2K
1,315
+40%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$97.8K
133,128
-9%
增持
GOOG
ALPHABET INC CAP STK CL C
+$94.1K
1,430
+21%
增持
GEV
GE VERNOVA INC COM
+$92.8K
265
+0%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$90.5K
94,995
+4%
减持
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$89.8K
321
-88%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$86.8K
0
-100%
清仓
ELME
ELME COMMUNITIES SH BEN INT
-$80.5K
0
-100%
增持
GE
GE AEROSPACE COM NEW
+$77.0K
1,067
+2%
减持
—
EXXON MOBIL CORP COM
-$72.7K
5,394
-1%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$72.5K
98,370
+3%
增持
CSCO
CISCO SYS INC COM
+$70.7K
2,638
+46%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$67.4K
96,333
+3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$60.8K
3,773
-35%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$60.6K
343
-68%
清仓
VO
VANGUARD MID-CAP ETF
-$60.2K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$56.3K
1,506
+4%
减持
LNTH
LANTHEUS HLDGS INC COM
-$55.7K
497
-40%
增持
D
DOMINION ENERGY INC COM
+$55.6K
8,536
+3%
减持
NVO
NOVO-NORDISK A S ADR
-$53.1K
152
-83%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$50.7K
18,486
-15%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$50.4K
382
+0%
增持
RTX
RTX CORPORATION COM
+$49.6K
749
+48%
减持
VTV
VANGUARD VALUE ETF
-$49.0K
534
-36%
减持
PG
PROCTER AND GAMBLE CO COM
-$48.8K
1,185
-12%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$48.6K
0
-100%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$48.1K
0
-100%
增持
—
LINDE PLC SHS
+$47.8K
137
+281%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$47.2K
0
-100%
增持
META
META PLATFORMS INC CL A
+$45.4K
241
+0%
建仓
CHWY
CHEWY INC CL A
+$45.2K
1,300
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$44.9K
299
+108%
减持
WMT
WALMART INC COM
+$43.8K
3,180
-1%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$40.8K
967
+204%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$39.3K
1,764
-11%
减持
PEP
PEPSICO INC COM
-$34.6K
1,336
-10%
增持
TSLA
TESLA INC COM
+$34.3K
504
+7%
减持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$34.1K
68,439
-1%
减持
—
NVENT ELECTRIC PLC SHS
-$33.8K
20
-97%
减持
—
MAREX GROUP PLC ORD
-$33.4K
475
-66%
减持
IVV
ISHARES CORE S&P 500 ETF
+$31.4K
4,977
-10%
建仓
CASH
PATHWARD FINANCIAL INC COM
+$29.5K
400
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$29.4K
6,221
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$29.1K
619
+160%
建仓
UAVS
AGEAGLE AERIAL SYS INC NEW COM SHS
+$28.9K
12,500
增持
NFLX
NETFLIX INC COM
+$28.2K
98
+4%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$25.5K
3
-99%
减持
CVX
CHEVRON CORP NEW COM
-$25.4K
1,231
-3%
减持
LLY
ELI LILLY & CO COM
-$25.0K
315
-2%
清仓
VDE
VANGUARD ENERGY ETF
-$24.5K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$24.4K
361
+193%
清仓
VIS
VANGUARD INDUSTRIALS ETF
-$24.2K
0
-100%
增持
HD
HOME DEPOT INC COM
+$23.3K
991
+1%
减持
YUM
YUM BRANDS INC COM
-$22.7K
1,281
-0%
清仓
VAW
VANGUARD MATERIALS ETF
-$22.2K
0
-100%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$21.6K
0
-100%
减持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
-$19.8K
211
-50%
增持
INTU
INTUIT COM
+$19.0K
89
+9%
增持
AMAT
APPLIED MATLS INC COM
+$18.3K
505
+3%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$17.5K
4,780
-1%
减持
SPMB
SPDR PORTFOLIO MORTGAGE BACKED BOND ETF
-$17.3K
10
-99%
清仓
GME
GAMESTOP CORP NEW CL A
-$16.9K
0
-100%
增持
APH
AMPHENOL CORP NEW CL A
+$16.5K
376
+1%
清仓
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$16.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$15.9K
712
+3%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$15.5K
15
-89%
减持
SRLN
SPDR BLACKSTONE SENIOR LOAN ETF
-$15.4K
240
-61%
增持
VV
VANGUARD LARGE-CAP ETF
+$15.4K
418
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$14.7K
280
-18%
增持
DIS
DISNEY WALT CO COM
+$14.7K
752
+2%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$14.1K
178
+1%
减持
PNC
PNC FINL SVCS GROUP INC COM
+$13.6K
1,041
-0%
减持
VXF
VANGUARD EXTENDED MARKET ETF
-$13.6K
943
-18%
增持
QTEC
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
+$13.3K
116
+78%
减持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
-$13.2K
45
-91%
建仓
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$13.2K
48
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$12.9K
548
+2%
增持
SCHW
SCHWAB CHARLES CORP COM
+$12.7K
543
+6%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$12.5K
3,679
-4%
减持
SBUX
STARBUCKS CORP COM
-$12.4K
162
-41%
减持
VST
VISTRA CORP COM
+$12.2K
174
-6%
减持
—
ROYAL CARIBBEAN GROUP COM
+$12.0K
121
-3%
增持
KO
COCA COLA CO COM
-$11.8K
6,599
+1%
增持
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
+$11.7K
289
+93%
增持
IBMP
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
+$11.5K
7,550
+6%
增持
CRM
SALESFORCE INC COM
-$11.5K
777
+2%
减持
SPAB
SPDR PORTFOLIO AGGREGATE BOND ETF
-$11.3K
113
-80%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$11.3K
335
-3%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$11.1K
176
+14%
减持
GLW
CORNING INC COM
+$11.1K
1,147
-16%
增持
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
+$10.6K
6,686
+6%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$10.5K
258
-45%
建仓
FXD
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
+$10.5K
161
增持
BLK
BLACKROCK INC COM
+$10.1K
20
+54%
减持
VBR
VANGUARD SMALL CAP VALUE ETF
-$10.1K
33
-63%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$10.0K
384
-6%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$9.6K
360
-31%
建仓
FTXL
FIRST TRUST NASDAQ SEMICONDUCTOR ETF
+$9.5K
100
减持
MCD
MCDONALDS CORP COM
-$9.4K
1,159
-1%
清仓
MKL
MARKEL GROUP INC COM
-$9.3K
0
-100%
建仓
CRWV
COREWEAVE INC COM CL A
+$8.8K
80
减持
MRK
MERCK & CO INC COM
-$8.6K
1,002
-1%
减持
BAC
BANK AMERICA CORP COM
+$8.6K
3,158
-3%
减持
PLD
PROLOGIS INC. COM
-$8.5K
851
-4%
清仓
—
WELLS FARGO CO NEW PERP PFD CNV A
-$8.4K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$8.1K
1,749
+0%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$8.0K
426
-22%
