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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
1DELLDELL TECHNOLOGIES INC$6.7M4.82%15,548增持
2CWBSPDR SERIES TRUST$5.7M4.12%53,167增持
3MINTPIMCO ETF TR$5.5M3.97%54,823新建仓
4AMATAPPLIED MATLS INC$5.1M3.67%7,064增持
5VNLAJANUS DETROIT STR TR$4.2M2.99%85,288新建仓
6JPSTJ P MORGAN EXCHANGE TRADED F$4.1M2.97%81,730增持
7AOMISHARES TR$4.1M2.93%81,878增持
8BILSPDR SERIES TRUST$4.1M2.93%44,456减持
9AOKISHARES TR$4.0M2.87%96,363新建仓
10GBILGOLDMAN SACHS ETF TR$4.0M2.86%39,746增持
11WDCWESTERN DIGITAL CORP$4.0M2.86%6,245增持
12MUMICRON TECHNOLOGY INC$3.9M2.83%3,415增持
13AMDADVANCED MICRO DEVICES INC$3.3M2.34%5,602新建仓
14ILCGISHARES TR$3.2M2.27%27,023增持
15INTCINTEL CORP$3.1M2.19%21,859新建仓
16BOXXEA SERIES TRUST$2.6M1.90%22,597减持
17SPYGSPDR SERIES TRUST$2.5M1.80%21,049新建仓
18CRWDCROWDSTRIKE HLDGS INC$2.4M1.73%3,151新建仓
19BILSSPDR SERIES TRUST$2.3M1.62%22,747减持
20VONGVANGUARD SCOTTSDALE FDS$2.2M1.60%17,405新建仓
21SPHQINVESCO EXCHANGE TRADED FD T$2.1M1.54%23,744减持
22JMOMJ P MORGAN EXCHANGE TRADED F$2.0M1.44%23,514减持
23LRGFISHARES TR$1.9M1.34%24,760新建仓
24PWBINVESCO EXCHANGE TRADED FD T$1.9M1.34%11,055增持
25SCHGSCHWAB STRATEGIC TR$1.9M1.34%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