Hershey Financial Advisers, LLC 13F 持仓 · 2026年Q2
Hershey Financial Advisers 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 85 只证券,申报市值合计 1.39 亿美元。前几大持仓:DELL(4.82%)、CWB(4.12%)、MINT(3.97%)。本季前 25 大持仓中:新建仓 9 只、增持 11 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DELL | DELL TECHNOLOGIES INC | $6.7M | 4.82% | 15,548 | 增持 |
| 2 | CWB | SPDR SERIES TRUST | $5.7M | 4.12% | 53,167 | 增持 |
| 3 | MINT | PIMCO ETF TR | $5.5M | 3.97% | 54,823 | 新建仓 |
| 4 | AMAT | APPLIED MATLS INC | $5.1M | 3.67% | 7,064 | 增持 |
| 5 | VNLA | JANUS DETROIT STR TR | $4.2M | 2.99% | 85,288 | 新建仓 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $4.1M | 2.97% | 81,730 | 增持 |
| 7 | AOM | ISHARES TR | $4.1M | 2.93% | 81,878 | 增持 |
| 8 | BIL | SPDR SERIES TRUST | $4.1M | 2.93% | 44,456 | 减持 |
| 9 | AOK | ISHARES TR | $4.0M | 2.87% | 96,363 | 新建仓 |
| 10 | GBIL | GOLDMAN SACHS ETF TR | $4.0M | 2.86% | 39,746 | 增持 |
| 11 | WDC | WESTERN DIGITAL CORP | $4.0M | 2.86% | 6,245 | 增持 |
| 12 | MU | MICRON TECHNOLOGY INC | $3.9M | 2.83% | 3,415 | 增持 |
| 13 | AMD | ADVANCED MICRO DEVICES INC | $3.3M | 2.34% | 5,602 | 新建仓 |
| 14 | ILCG | ISHARES TR | $3.2M | 2.27% | 27,023 | 增持 |
| 15 | INTC | INTEL CORP | $3.1M | 2.19% | 21,859 | 新建仓 |
| 16 | BOXX | EA SERIES TRUST | $2.6M | 1.90% | 22,597 | 减持 |
| 17 | SPYG | SPDR SERIES TRUST | $2.5M | 1.80% | 21,049 | 新建仓 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $2.4M | 1.73% | 3,151 | 新建仓 |
| 19 | BILS | SPDR SERIES TRUST | $2.3M | 1.62% | 22,747 | 减持 |
| 20 | VONG | VANGUARD SCOTTSDALE FDS | $2.2M | 1.60% | 17,405 | 新建仓 |
| 21 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.54% | 23,744 | 减持 |
| 22 | JMOM | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.44% | 23,514 | 减持 |
| 23 | LRGF | ISHARES TR | $1.9M | 1.34% | 24,760 | 新建仓 |
| 24 | PWB | INVESCO EXCHANGE TRADED FD T | $1.9M | 1.34% | 11,055 | 增持 |
| 25 | SCHG | SCHWAB STRATEGIC TR | $1.9M | 1.34% | 55,133 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR