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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 64
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$55.0M
876,395
+15646%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$29.5M
60,442
-71%
减持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
-$18.2M
366,230
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。
-33%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$10.6M
446,371
-27%
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$5.8M
1,434,023
+10%
建仓
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$2.2M
98,070
建仓
IBTK
ISHARES IBONDS DEC 2030 TERM TREASURY ETF
+$2.1M
108,338
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$1.7M
434,261
+9%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$1.7M
709,785
-4%
清仓
—
ISHARES IBONDS DEC 2025 TERM TREASURY ETF
-$1.6M
0
-100%
减持
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$1.6M
1,608,865
-1%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$1.5M
175,478
+12%
增持
SPIP
STATE STREET SPDR PORTFOLIO TIPS ETF
+$1.5M
715,589
+10%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$1.4M
101,037
-18%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$1.2M
822,617
+2%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$904.1K
92,697
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$427.7K
1,198
+241%
增持
GOOG
ALPHABET INC CAP STK CL C
+$152.1K
1,809
+27%
减持
—
EXXON MOBIL CORP COM
-$141.0K
3,704
-25%
减持
GINN
INNOVATE EQUITY ETF
-$130.1K
43,075
-2%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$128.6K
72,147
+2%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$112.7K
340
+8400%
减持
WMT
WALMART INC COM
-$111.1K
905
-56%
建仓
SDY
STATE STREET SPDR S&P DIVIDEND ETF
+$103.7K
745
减持
FITE
STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
-$99.1K
36,924
-1%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$91.6K
15
-92%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$89.3K
82,928
+3%
减持
KOMP
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$83.1K
20,754
-0%
增持
CSCO
CISCO SYS INC COM
+$80.0K
2,689
+52%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$68.9K
528
+87%
增持
AAPL
APPLE INC COM
+$68.1K
8,255
+2%
减持
NVDA
NVIDIA CORPORATION COM
-$65.9K
4,731
-1%
增持
EFA
ISHARES MSCI EAFE ETF
+$64.3K
798
+519%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$59.5K
3,896
-2%
减持
ORCL
ORACLE CORP COM
-$57.1K
1,218
-0%
增持
IUS
INVESCO RAFI STRATEGIC US ETF
+$55.1K
2,553
+58%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$55.0K
22,343
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$54.5K
30,812
-0%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$52.7K
1,505
-57%
增持
META
META PLATFORMS INC CL A
+$52.7K
409
+19%
清仓
—
ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
-$50.7K
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$50.3K
2,088
-0%
增持
PM
PHILIP MORRIS INTL INC COM
+$49.9K
580
+109%
增持
WM
WASTE MGMT INC DEL COM
+$48.7K
713
+32%
增持
MCD
MCDONALDS CORP COM
+$48.0K
1,303
+11%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$47.0K
6,590
-4%
减持
TMUS
T-MOBILE US INC COM
-$44.9K
152
-59%
减持
VOT
VANGUARD MID-CAP GROWTH ETF
-$43.9K
334
-30%
建仓
—
RIGEL PHARMACEUTICALS INC COM
+$42.9K
1,001
增持
D
DOMINION ENERGY INC COM
+$36.0K
9,534
+11%
减持
HD
HOME DEPOT INC COM
-$34.5K
974
-2%
减持
MRVL
MARVELL TECHNOLOGY INC COM
-$33.9K
53
-87%
减持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$33.6K
130,451
-1%
增持
JNJ
JOHNSON & JOHNSON COM
+$33.3K
793
+14%
减持
DVN
DEVON ENERGY CORP NEW COM
-$32.5K
24
-98%
增持
LMT
LOCKHEED MARTIN CORP COM
+$32.4K
455
+10%
减持
LLY
ELI LILLY & CO COM
+$31.2K
370
-2%
增持
JPM
JPMORGAN CHASE & CO COM
+$30.3K
3,063
+1%
增持
AVAV
AEROVIRONMENT INC COM
+$29.9K
292
+139%
清仓
CASH
PATHWARD FINANCIAL INC COM
-$27.7K
0
-100%
增持
T
AT&T INC COM
+$27.7K
6,985
+19%
减持
AVGO
BROADCOM INC COM
-$26.5K
902
-5%
减持
IVV
ISHARES CORE S&P 500 ETF
-$26.1K
4,889
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$23.6K
1,319
-1%
减持
QUS
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
-$23.4K
43,886
-1%
增持
NFLX
NETFLIX INC. COM
-$22.9K
927
+846%
建仓
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$22.4K
700
增持
GLD
SPDR GOLD SHARES
+$20.3K
667
+3%
建仓
EWC
ISHARES MSCI CANADA ETF
+$20.2K
375
增持
MRK
MERCK & CO INC COM
+$18.9K
993
+1%
减持
CRM
SALESFORCE INC COM
+$18.6K
831
-0%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$17.9K
5,805
-5%
建仓
—
ASTRAZENECA PLC ORD
+$17.6K
191
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$16.7K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP COM
+$16.6K
605
+204%
增持
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
-$16.5K
18,407
+0%
增持
TJX
TJX COS INC NEW COM
+$16.4K
150
+233%
减持
COST
COSTCO WHOLESALE CORPORATION COM
-$16.0K
266
-1%
增持
MU
MICRON TECHNOLOGY INC COM
+$15.5K
426
+2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$15.2K
1,175
-11%
清仓
ESML
ISHARES ESG AWARE MSCI USA SMALL-CAP ETF
-$14.6K
0
-100%
减持
PHYL
PGIM ACTIVE HIGH YIELD BOND ETF
-$14.3K
104
-80%
增持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$13.5K
1,325
+23%
清仓
FELG
FIDELITY ENHANCED LARGE CAP GROWTH ETF
-$13.3K
0
-100%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$13.0K
78,806
-1%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$12.5K
1,732
-1%
增持
—
ENVIRI CORP COM
+$11.7K
717
+679%
增持
MO
ALTRIA GROUP INC COM
+$11.4K
510
+63%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$10.5K
287
+10%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$10.4K
335
+160%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$10.2K
389
+6%
减持
AMAT
APPLIED MATLS INC COM
+$10.2K
496
-1%
减持
GLW
CORNING INC COM
-$9.9K
1,047
-9%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$9.6K
5,162
+3%
增持
TFC
TRUIST FINL CORP COM
+$9.4K
2,279
+0%
增持
PFE
PFIZER INC COM
+$9.1K
1,054
+50%
增持
AMZN
AMAZON COM INC COM
-$8.8K
1,590
+5%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
-$8.2K
151,032
-0%
减持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
-$8.0K
98,744
-0%
减持
CVX
CHEVRON CORPORATION COM
-$7.7K
1,215
-2%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$7.6K
237
-1%
增持
YUM
YUM BRANDS INC COM
+$7.4K
1,288
+2%
减持
PG
PROCTER & GAMBLE CO COM
-$7.0K
1,153
-3%
增持
BRO
BROWN & BROWN INC COM
+$7.0K
150
+138%
增持
AEP
AMERICAN ELEC PWR CO INC COM
-$6.9K
1,009
+0%
增持
MPC
MARATHON PETE CORP COM
-$6.4K
214
+2%
减持
PPL
PPL CORP COM
-$6.3K
3,252
-0%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$6.1K
75
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$6.1K
106
+6%
减持
SO
SOUTHERN CO COM
-$6.0K
1,119
-2%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$6.0K
102,266
-0%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.8K
75,882
-2%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$5.7K
24
+1100%
减持
VST
VISTRA CORP COM
-$5.5K
169
-3%
清仓
—
KELLANOVA COM
-$5.2K
0
-100%
增持
V
VISA INC COM CL A
+$5.0K
294
+0%
增持
TXN
TEXAS INSTRS INC COM
+$4.9K
317
+2%
增持
VEEV
VEEVA SYS INC CL A COM
+$4.7K
45
+150%
增持
BAX
BAXTER INTL INC COM
+$4.7K
432
+116%
清仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
-$4.6K
0
-100%
减持
NNN
NNN REIT INC COM
-$4.6K
1
-99%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$4.4K
337
+3%
建仓
—
ANGLOGOLD ASHANTI PLC COM SHS
+$4.0K
47
增持
—
AON PLC SHS CL A
+$3.9K
62
+19%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$3.9K
161
+133%
减持
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
-$3.8K
100,285
-0%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$3.7K
154
-15%
增持
RTX
RTX CORPORATION COM
+$3.6K
751
+0%
增持
NOW
SERVICENOW INC COM
+$3.6K
69
+763%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$3.6K
1
-93%
清仓
FIW
FIRST TRUST WATER ETF
-$3.5K
0
-100%
减持
DOC
HEALTHPEAK PROPERTIES INC COM
-$3.4K
1,162
-7%
增持
IBMQ
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF
+$3.4K
6,045
+2%
减持
DLR
DIGITAL RLTY TR INC COM
-$3.3K
79
-14%
建仓
WING
WINGSTOP INC COM
+$3.3K
14
减持
MDLZ
MONDELEZ INTL INC CL A
-$3.3K
89
-38%
增持
EVRG
EVERGY INC COM
-$3.3K
844
+0%
清仓
MTBA
SIMPLIFY MBS ETF
-$3.3K
0
-100%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$3.2K
9,602
-0%
减持
TSLA
TESLA INC COM
-$3.2K
479
-2%
增持
C
CITIGROUP INC COM NEW
+$3.0K
187
+1%
建仓
BIO
BIO RAD LABS INC CL A
+$3.0K
10
减持
—
EATON CORP PLC SHS
-$3.0K
37
-5%
减持
SBAC
SBA COMMUNICATIONS CORP CL A
-$3.0K
34
-29%
减持
ELS
EQUITY LIFESTYLE PROPERTIES COM
-$2.9K
1
-98%
增持
CME
CME GROUP INC COM
+$2.9K
35
+46%
减持
WFC
WELLS FARGO & CO COM
+$2.9K
476
-1%
减持
FLO
FLOWERS FOODS INC COM
-$2.8K
1
-100%
减持
PANW
PALO ALTO NETWORKS INC COM
-$2.8K
13
-46%
增持
PGR
PROGRESSIVE CORP COM
+$2.8K
59
+20%
