Hughes Financial Services, LLC 13F 持仓 · 2026年Q2
Hughes Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,839 只证券，申报市值合计 7.55 亿美元。前几大持仓：SPTM（20.82%）、JCPB（10.08%）、JIRE（9.92%）。本季前 25 大持仓中：新建仓 2 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $157.1M | 20.82% | 1.7M | 增持 |
| 2 | JCPB | JPMORGAN CORE PLUS BOND ETF | $76.1M | 10.08% | 1.6M | 增持 |
| 3 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $74.8M | 9.92% | 907,369 | 增持 |
| 4 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $73.1M | 9.69% | 1.0M | 增持 |
| 5 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $66.3M | 8.79% | 647,996 | 减持 |
| 6 | JTEK | JPMORGAN U.S. TECH LEADERS ETF | $42.6M | 5.64% | 381,610 | 增持 |
| 7 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $36.6M | 4.85% | 483,103 | 增持 |
| 8 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $23.9M | 3.17% | 495,030 | 增持 |
| 9 | SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $20.8M | 2.75% | 808,835 | 增持 |
| 10 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $16.0M | 2.12% | 552,224 | 新建仓 |
| 11 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $12.5M | 1.65% | 56,740 | 减持 |
| 12 | DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $12.2M | 1.62% | 148,814 | 减持 |
| 13 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $10.6M | 1.40% | 179,076 | 新建仓 |
| 14 | VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $8.2M | 1.09% | 81,423 | 增持 |
| 15 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $8.1M | 1.07% | 96,411 | 减持 |
| 16 | QUS | STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | $8.0M | 1.06% | 42,984 | 减持 |
| 17 | HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $6.9M | 0.91% | 101,615 | 增持 |
| 18 | SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.3M | 0.83% | 124,710 | 减持 |
| 19 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $5.2M | 0.69% | 73,369 | 减持 |
| 20 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $5.2M | 0.69% | 22,148 | 减持 |
| 21 | JMUB | JPMORGAN MUNICIPAL ETF | $4.9M | 0.66% | 97,587 | 增持 |
| 22 | SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $4.2M | 0.56% | 73,090 | 减持 |
| 23 | FITE | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $4.0M | 0.54% | 36,021 | 增持 |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $3.6M | 0.47% | 4,773 | 减持 |
| 25 | GINN | INNOVATE EQUITY ETF | $3.3M | 0.43% | 41,463 | 减持 |
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