小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 7
增持 59
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$10.9M
1,630,436
+1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$7.0M
737,223
+1%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$5.4M
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。
803,917
+3%
增持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
+$5.0M
542,662
+0%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$3.2M
610,197
+3%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$2.7M
1,307,674
+4%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$2.6M
211,986
+1%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$1.0M
396,653
+5%
增持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+$657.5K
123,160
+5%
增持
SPIP
STATE STREET SPDR PORTFOLIO TIPS ETF
+$657.4K
652,659
+3%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$634.0K
151,428
-2%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$477.0K
157,322
+4%
增持
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
+$458.0K
69,230
+40%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$438.2K
99,950
-2%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$436.1K
82,634
+4%
减持
AAPL
APPLE INC COM
+$395.4K
8,077
-3%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$338.8K
131,531
-1%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$332.1K
80,839
+6%
减持
QUS
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
+$291.2K
44,512
-1%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$289.6K
5,566
+476%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$255.9K
70,989
+4%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$237.9K
22,350
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$210.5K
4,928
-1%
减持
FITE
STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
+$195.7K
37,275
-5%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$186.0K
77,172
-3%
建仓
GIB
CGI INC CL A SUB VTG
+$173.6K
2,026
减持
KOMP
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
+$163.2K
20,858
-0%
增持
TIP
ISHARES TIPS BOND ETF
+$151.6K
23,223
+6%
减持
SPY
SPDR S&P 500 ETF TRUST
+$146.5K
3,986
-2%
增持
LLY
ELI LILLY & CO COM
+$131.1K
379
+20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$128.9K
351
-46%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$127.9K
30,957
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$125.1K
1,320
+0%
减持
WMT
WALMART INC COM
-$116.8K
2,069
-35%
减持
BAC
BANK AMERICA CORP COM
-$100.2K
810
-74%
增持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$96.9K
100,476
+4%
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$96.6K
99,147
+4%
增持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
+$96.6K
102,460
+4%
增持
GLD
SPDR GOLD SHARES
+$88.8K
645
+29%
增持
MU
MICRON TECHNOLOGY INC COM
+$86.9K
419
+137%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$83.4K
9,649
+4%
增持
JPM
JPMORGAN CHASE & CO. COM
+$77.7K
3,019
+0%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$73.8K
18,363
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$72.7K
553
+1%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$63.6K
6,886
-1%
减持
VUG
VANGUARD GROWTH ETF
+$59.6K
2,455
-3%
减持
TSLA
TESLA INC COM
+$57.4K
491
-3%
减持
CSCO
CISCO SYS INC COM
-$55.4K
1,764
-33%
增持
AVGO
BROADCOM INC COM
+$54.8K
945
+0%
建仓
PAHC
PHIBRO ANIMAL HEALTH CORP CL A COM
+$45.8K
1,000
建仓
SAN
BANCO SANTANDER S.A. ADR
+$45.8K
4,300
减持
MSFT
MICROSOFT CORP COM
-$43.9K
2,095
-0%
增持
LMT
LOCKHEED MARTIN CORP COM
+$42.8K
415
+25%
增持
AMZN
AMAZON COM INC COM
+$41.0K
1,513
+0%
建仓
AVAV
AEROVIRONMENT INC COM
+$40.7K
122
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$39.9K
99
-67%
增持
KO
COCA COLA CO COM
+$39.3K
7,062
+7%
减持
VB
VANGUARD SMALL-CAP ETF
+$38.0K
3,344
-1%
减持
GEV
GE VERNOVA INC COM
-$37.5K
239
-10%
减持
CHWY
CHEWY INC CL A
-$35.0K
300
-77%
增持
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
+$34.3K
3,074
+26%
增持
CAT
CATERPILLAR INC COM
+$32.3K
223
+0%
增持
META
META PLATFORMS INC CL A
+$31.3K
344
+43%
减持
ORCL
ORACLE CORP COM
-$30.9K
1,223
-4%
增持
WM
WASTE MGMT INC DEL COM
+$30.2K
539
+60%
减持
AMAT
APPLIED MATLS INC COM
+$27.3K
499
-1%
减持
TXN
TEXAS INSTRS INC COM
-$27.2K
312
-25%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$27.0K
79,799
-8%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$25.9K
6,090
-2%
清仓
LNTH
LANTHEUS HLDGS INC COM
-$25.8K
0
-100%
减持
T
AT&T INC COM
-$25.6K
5,874
-6%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$23.5K
7
-98%
清仓
FXR
FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
-$22.2K
0
-100%
减持
PHYL
PGIM ACTIVE HIGH YIELD BOND ETF
-$21.3K
509
-54%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$21.1K
1,333
+1%
增持
PLD
PROLOGIS INC. COM
+$18.8K
871
+2%
减持
GINN
INNOVATE EQUITY ETF
-$18.6K
43,841
-9%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$16.8K
283
+1%
清仓
—
MAREX GROUP PLC ORD
-$16.6K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$16.3K
550
+1%
增持
AMGN
AMGEN INC COM
+$13.8K
311
+2%
减持
TMUS
T-MOBILE US INC COM
-$13.7K
368
-2%
增持
HD
HOME DEPOT INC COM
-$13.6K
998
+1%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$13.5K
239
-13%
增持
ALL
ALLSTATE CORP COM
+$13.4K
205
+51%
建仓
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
+$13.3K
315
减持
CMCSA
COMCAST CORP NEW CL A
-$12.2K
2,108
-2%
减持
—
EXXON MOBIL CORP COM
+$12.2K
4,963
-8%
减持
PCTY
PAYLOCITY HLDG CORP COM
-$11.7K
250
-1%
增持
AXP
AMERICAN EXPRESS CO COM
+$11.7K
127
+8%
清仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$10.6K
0
-100%
减持
GE
GE AEROSPACE COM NEW
+$10.5K
965
-10%
清仓
FXD
FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND
-$10.5K
0
-100%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$10.4K
23
减持
—
LINDE PLC SHS
-$10.3K
129
-6%
减持
NVDA
NVIDIA CORPORATION COM
+$10.3K
4,764
-9%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$10.1K
1,074
-6%
清仓
—
WALGREENS BOOTS ALLIANCE INC COM
-$9.5K
0
-100%
减持
ECL
ECOLAB INC COM
-$9.4K
14
-71%
减持
JNJ
JOHNSON & JOHNSON COM
+$9.4K
694
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$9.3K
519
-16%
增持
UHS
UNIVERSAL HLTH SVCS INC CL B
+$9.1K
43
+1333%
清仓
FTXN
FIRST TRUST NASDAQ OIL & GAS ETF
-$9.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$8.9K
1,184
-0%
增持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$8.7K
806
+46%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$8.7K
323
-16%
减持
—
MEDTRONIC PLC SHS
-$8.6K
252
-30%
减持
PM
PHILIP MORRIS INTL INC COM
-$8.6K
278
-10%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$8.6K
1,006
-0%
增持
NEE
NEXTERA ENERGY INC COM
+$8.4K
586
+0%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$8.2K
31
-75%
减持
ABT
ABBOTT LABS COM
-$8.2K
90
-40%
增持
CRM
SALESFORCE INC COM
+$8.0K
834
+7%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$7.7K
113
-14%
清仓
RC
READY CAPITAL CORP COM
-$7.1K
0
-100%
减持
PHO
INVESCO WATER RESOURCES ETF
-$7.1K
17
-85%
增持
SPGM
SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
+$6.8K
356
+22%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$6.7K
3,510
-7%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$6.5K
129
-50%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$6.5K
1,893
-4%
减持
YUM
YUM BRANDS INC COM
+$6.3K
1,264
-1%
增持
MCD
MCDONALDS CORP COM
-$6.3K
1,171
+1%
减持
SRLN
STATE STREET BLACKSTONE SENIOR LOAN ETF
-$6.3K
88
-63%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$6.0K
42
-35%
减持
MRK
MERCK & CO INC COM
+$6.0K
987
-1%
增持
TFC
TRUIST FINL CORP COM
+$5.8K
2,278
+1%
减持
INTC
INTEL CORP COM
+$5.8K
378
-11%
建仓
IVES
DAN IVES WEDBUSH AI REVOLUTION ETF
+$5.7K
168
增持
TTD
THE TRADE DESK INC COM CL A
+$5.7K
322
+250%
减持
HON
HONEYWELL INTL INC COM
-$5.7K
65
-23%
减持
SO
SOUTHERN CO COM
-$5.4K
1,141
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$5.4K
30
+30%
清仓
DVA
DAVITA INC COM
-$5.4K
0
-100%
减持
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
-$5.3K
1,894
-10%
增持
MCK
MCKESSON CORP COM
+$5.2K
29
+4%
减持
CTAS
CINTAS CORP COM
-$5.2K
6
-79%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$5.1K
44
-19%
增持
APP
APPLOVIN CORP COM CL A
+$5.1K
15
+25%
减持
SM
SM ENERGY CO COM
-$5.0K
24
-88%
增持
WFC
WELLS FARGO CO NEW COM
+$5.0K
482
+3%
增持
WELL
WELLTOWER INC COM
+$5.0K
203
+2%
清仓
—
GENPACT LIMITED SHS
-$4.9K
0
-100%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$4.9K
283
-21%
减持
MDLZ
MONDELEZ INTL INC CL A
-$4.9K
144
-31%
减持
—
DUPONT DE NEMOURS INC COM
-$4.9K
143
-5%
减持
GWW
GRAINGER W W INC COM
-$4.8K
2
-71%
增持
CVX
CHEVRON CORP NEW COM
+$4.8K
1,239
+1%
减持
MORN
MORNINGSTAR INC COM
-$4.8K
83
-5%
减持
SPGI
S&P GLOBAL INC COM
-$4.7K
28
-15%
增持
PFE
PFIZER INC COM
+$4.7K
702
+35%