McHugh Group, LLC 13F 持仓 · 2026年Q2
McHugh Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 1.96 亿美元。前几大持仓：SPY（13.94%）、NVDA（12.23%）、BRKB（5.86%）。本季前 25 大持仓中：增持 7 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.3M | 13.94% | 36,527 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $23.9M | 12.23% | 119,594 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.5M | 5.86% | 22,915 | 减持 |
| 4 | AAPL | APPLE INC | $10.2M | 5.19% | 35,113 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $9.7M | 4.98% | 26,108 | 减持 |
| 6 | V | VISA INC | $9.3M | 4.77% | 27,216 | 减持 |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $8.5M | 4.34% | 39,902 | 增持 |
| 8 | MA | MASTERCARD INCORPORATED | $5.7M | 2.90% | 11,066 | 减持 |
| 9 | GOOGL | ALPHABET INC | $5.7M | 2.89% | 15,810 | 持平 |
| 10 | MU | MICRON TECHNOLOGY INC | $5.6M | 2.87% | 4,856 | 减持 |
| 11 | GOOG | ALPHABET INC | $5.0M | 2.57% | 14,210 | 持平 |
| 12 | AMZN | AMAZON COM INC | $4.8M | 2.46% | 20,235 | 减持 |
| 13 | SPYM | SPDR SERIES TRUST | $4.6M | 2.37% | 52,685 | 增持 |
| 14 | XLK | SELECT SECTOR SPDR TR | $3.7M | 1.87% | 19,164 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $2.7M | 1.39% | 7,358 | 增持 |
| 16 | AVGO | BROADCOM INC | $2.7M | 1.37% | 7,086 | 减持 |
| 17 | SOXX | ISHARES TR | $2.6M | 1.32% | 4,033 | 持平 |
| 18 | GLD | SPDR GOLD TR | $2.4M | 1.20% | 6,385 | 持平 |
| 19 | PH | PARKER-HANNIFIN CORP | $1.9M | 0.97% | 1,950 | 增持 |
| 20 | WFC/PRL | WELLS FARGO & CO | $1.8M | 0.94% | 1,584 | 持平 |
| 21 | PGR | PROGRESSIVE CORP | $1.8M | 0.92% | 8,200 | 持平 |
| 22 | URA | GLOBAL X FDS | $1.8M | 0.90% | 40,239 | 增持 |
| 23 | VPL | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.84% | 14,240 | 持平 |
| 24 | MCD | MCDONALDS CORP | $1.6M | 0.83% | 6,006 | 增持 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.6M | 0.81% | 4,869 | 持平 |
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