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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 14
增持 99
减持 37
方向
标的
Δ市值
现股数(环比)
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$5.1M
720,812
+2%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$3.1M
854,338
+4%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$3.1M
953,690
+9%
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。
增持
JCPB
JPMORGAN CORE PLUS BOND ETF
+$3.0M
1,506,498
+5%
增持
JTEK
JPMORGAN U.S. TECH LEADERS ETF
-$2.8M
379,941
+4%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$1.4M
461,279
+3%
增持
SPIP
STATE STREET SPDR PORTFOLIO TIPS ETF
+$927.2K
749,586
+5%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$709.5K
58,889
-3%
增持
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$547.7K
1,671,941
+4%
减持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
-$532.9K
150,460
-0%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND
+$441.9K
451,493
+4%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$341.0K
180,139
+3%
减持
IBTG
ISHARES IBONDS DEC 2026 TERM TREASURY ETF
-$325.2K
87,894
-14%
增持
VTES
VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
+$319.1K
75,612
+5%
减持
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
-$286.3K
100,541
-0%
增持
JMUB
JPMORGAN MUNICIPAL ETF
+$282.1K
89,417
+8%
减持
GINN
INNOVATE EQUITY ETF
-$261.7K
42,269
-2%
增持
NVDA
NVIDIA CORPORATION COM
+$230.5K
6,381
+35%
增持
—
EXXON MOBIL CORP COM
+$190.4K
3,749
+1%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$190.0K
291
+1840%
增持
MSFT
MICROSOFT CORP COM
-$187.3K
2,222
+6%
减持
IVV
ISHARES CORE S&P 500 ETF
-$185.2K
4,843
-1%
减持
VUG
VANGUARD GROWTH ETF
-$175.2K
2,341
-5%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$175.1K
3,816
-2%
减持
QUS
STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF
-$167.8K
43,559
-1%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$154.9K
95,109
+3%
增持
AMZN
AMAZON COM INC COM
+$142.6K
2,447
+54%
建仓
—
SMURFIT WESTROCK PLC SHS
+$141.7K
3,556
增持
KNSL
KINSALE CAP GROUP INC COM
-$129.3K
3,239
+3%
减持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$125.9K
99,157
-0%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$114.5K
22,301
-0%
增持
AAPL
APPLE INC COM
-$110.9K
8,406
+2%
增持
GOOG
ALPHABET INC CAP STK CL C
+$98.1K
2,321
+28%
增持
JPM
JPMORGAN CHASE & CO COM
+$85.8K
3,647
+19%
增持
GEV
GE VERNOVA INC COM
+$82.1K
273
+14%
增持
TMUS
T-MOBILE US INC COM
+$81.3K
534
+251%
减持
FITE
STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF
-$80.4K
35,894
-3%
减持
IBMO
ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
-$78.3K
3,631
-46%
增持
CVX
CHEVRON CORPORATION COM
+$73.9K
1,252
+3%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$71.9K
3,425
+122%
减持
GIB
CGI INC CL A SUB VTG
-$70.7K
1,591
-21%
增持
WMT
WALMART INC COM
+$70.0K
1,375
+52%
增持
JNJ
JOHNSON & JOHNSON COM
+$68.5K
952
+20%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$63.1K
5,446
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$63.1K
1,125
-6%
建仓
JMTG
JPMORGAN MORTGAGE-BACKED SECURITIES ETF
+$62.4K
1,223
增持
D
DOMINION ENERGY INC COM
+$61.3K
10,028
+5%
增持
NFLX
NETFLIX INC. COM
+$61.2K
1,540
+66%
增持
KO
COCA COLA CO COM
+$59.0K
7,332
+3%
增持
LMT
LOCKHEED MARTIN CORP COM
+$57.9K
460
+1%
增持
ORCL
ORACLE CORP COM
-$56.6K
1,229
+1%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$56.0K
7,338
+11%
增持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
+$55.3K
4,218
+15%
增持
LLY
ELI LILLY & CO COM
-$53.6K
374
+1%
增持
CRM
SALESFORCE INC COM
-$53.4K
893
+7%
增持
AMAT
APPLIED MATLS INC COM
+$52.7K
527
+6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$49.3K
509
+50%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$48.6K
279
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$47.6K
555
+0%
增持
PSIX
POWER SOLUTIONS INTL INC COM NEW
+$45.8K
774
+3125%
增持
T
AT&T INC COM
+$45.6K
7,557
+8%
建仓
—
GIGACLOUD TECHNOLOGY INC CLASS A ORD
+$45.4K
1,000
减持
LDOS
LEIDOS HOLDINGS INC COM
-$44.2K
767
-15%
减持
POWL
POWELL INDS INC COM
-$43.5K
1
-99%
增持
COF
CAPITAL ONE FINL CORP COM
+$40.2K
264
+700%
减持
KOMP
STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$40.1K
20,513
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$36.7K
100
+1011%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$36.3K
6,437
+11%
建仓
BOX
BOX INC CL A
+$35.5K
1,502
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$35.4K
1,361
+3%
增持
GD
GENERAL DYNAMICS CORP COM
+$35.2K
124
+464%
建仓
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$33.6K
693
减持
SPDW
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$33.5K
126,173
-3%
增持
CAT
CATERPILLAR INC COM
+$32.5K
223
+2%
增持
AMGN
AMGEN INC COM
+$31.9K
380
+22%
增持
QCOM
QUALCOMM INC COM
+$31.0K
287
+720%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$28.7K
527
-0%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$28.6K
381
-0%
减持
MU
MICRON TECHNOLOGY INC COM
-$27.7K
278
-35%
增持
CSCO
CISCO SYS INC COM
+$27.2K
3,019
+12%
增持
TSLA
TESLA INC COM
-$25.8K
510
+6%
增持
DVN
DEVON ENERGY CORP NEW COM
+$25.7K
529
+2104%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$25.4K
1,744
+1%
减持
GLW
CORNING INC COM
+$24.9K
857
-18%
减持
PEP
PEPSICO INC COM
-$24.1K
1,071
-19%
建仓
DVA
DAVITA INC COM
+$23.4K
152
增持
META
META PLATFORMS INC CL A
+$22.4K
511
+25%
增持
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$22.3K
99,549
+2%
增持
MRK
MERCK & CO INC COM
+$22.1K
1,053
+6%
减持
INTU
INTUIT COM
-$21.8K
86
-3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$21.6K
238
-62%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$20.5K
74,296
-2%
增持
IBTK
ISHARES IBONDS DEC 2030 TERM TREASURY ETF
+$20.5K
110,062
+2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$20.3K
275
-4%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$20.1K
286
-13%
减持
TIP
ISHARES TIPS BOND ETF
-$19.7K
23,185
-1%
建仓
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
+$19.6K
185
增持
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$19.2K
99,970
+1%
建仓
FFLG
FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF
+$19.0K
682
增持
TGT
TARGET CORP COM
+$18.9K
190
+352%
建仓
FSSL
FS SPECIALTY LENDING FD COM SH BEN INT
+$18.7K
1,498
建仓
FQAL
FIDELITY QUALITY FACTOR ETF
+$18.7K
258
减持
XEXGX
EATON VANCE TAX-MANAGED GLOBAL COM
-$18.4K
1,872
-48%
增持
MPC
MARATHON PETE CORP COM
+$18.2K
217
+1%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$17.7K
9,832
+2%
增持
LOW
LOWES COS INC COM
+$17.3K
349
+29%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$17.3K
714
-17%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$16.5K
359
+7%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$16.4K
1,013
+0%
增持
SRE
SEMPRA COM
+$16.0K
1,708
+1%
增持
GE
GE AEROSPACE COM NEW
+$15.7K
1,103
+14%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$15.7K
309
增持
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$15.7K
214
+1546%
增持
AVGO
BROADCOM INC COM
-$15.4K
959
+6%
增持
OXY
OCCIDENTAL PETE CORP COM
+$14.9K
612
+1%
增持
HII
HUNTINGTON INGALLS INDS INC COM
+$14.6K
41
+1267%
增持
UAVS
AGEAGLE AERIAL SYS INC NEW COM SHS
+$14.3K
31,934
+78%
增持
—
LINDE PLC SHS
+$14.3K
138
+9%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$14.0K
76,715
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$13.8K
1,790
+2%
增持
WDC
WESTERN DIGITAL CORP COM
+$13.8K
76
+95%
增持
AIR
AAR CORP COM
+$13.4K
501
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$13.2K
1,233
+5%
增持
SO
SOUTHERN CO COM
+$12.8K
1,144
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$12.5K
126
+27%
增持
V
VISA INC COM CL A
-$11.9K
302
+3%
增持
AVAV
AEROVIRONMENT INC COM
-$11.5K
323
+11%
增持
TXN
TEXAS INSTRS INC COM
+$11.4K
342
+8%
建仓
DFAX
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
+$11.2K
331
增持
PCTY
PAYLOCITY HLDG CORP COM
-$11.1K
252
+0%
增持
PPL
PPL CORP COM
+$10.9K
3,267
+0%
增持
MDLZ
MONDELEZ INTL INC CL A
+$10.6K
267
+200%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$10.6K
554
+1%
增持
RTX
RTX CORPORATION COM
+$10.2K
767
+2%
增持
MCD
MCDONALDS CORP COM
+$10.1K
1,314
+1%
增持
NEE
NEXTERA ENERGY INC COM
+$9.9K
617
+4%
减持
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
-$9.8K
2,879
-6%
建仓
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$9.8K
166
增持
WM
WASTE MGMT INC DEL COM
+$8.8K
720
+1%
增持
PG
PROCTER & GAMBLE CO COM
+$8.5K
1,203
+4%
增持
EVRG
EVERGY INC COM
+$8.4K
849
+1%
增持
HTO
H2O AMERICA COM
+$8.3K
852
+0%
减持
VICR
VICOR CORP COM
-$8.2K
51
-66%
增持
PFE
PFIZER INC COM
+$8.1K
1,222
+16%
建仓
DLFE
FT VEST U.S. EQUITY DUAL DIRECTIONAL BUFFER ETF - FEBRUARY
+$7.9K
270
增持
DE
DEERE & CO COM
+$7.9K
62
+7%
增持
WMB
WILLIAMS COS INC COM
+$7.9K
534
+4%
增持
ADBE
ADOBE INC COM
+$7.8K
48
+336%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$7.7K
195
-31%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$7.2K
119
-23%
