HF

Hoge Financial Services, LLC

趨勢追蹤型產業集中型長期持有型

申報總市值

US$1.9億

申報季度: 2026-03-31 · 持股檔數: 72

HOGE FINANCIAL SERVICES, LLC在最新一期 13F 報告中揭露了 72 項持股，申報期為 2026-03-31，總持股市值約為 US$1.9億，季度換手率為 10.9%。

機構性格雪花圖

集中度
37.81
持倉穩定性
10.9
動能／逆勢
100
產業集中度
94.31
多樣化
100
倉位均衡度
75.74

近期動向

  • 加碼 BIV

    +24.8%　US$526.8萬

  • 減碼 IWB

    -2.0%　-US$275.9萬

  • 減碼 VT

    -4.9%　-US$127.1萬

  • 加碼 IFRA

    +22.7%　US$94.4萬

  • 加碼 FLOT

    +9.4%　US$94.5萬

  • 減碼 IGF

    -44.3%　-US$77.3萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1IWBIshares Russell 1000 ETFETF-其他21.49%-1.63%-2.00%
2BIVVanguard Intermediate-term BETF-其他14.71%+2.74%+24.83%
3VTVanguard Tot World Stk ETFETF-其他9.41%-0.75%-4.92%
4VTVVanguard Value ETFETF-其他7.05%+0.21%+0.92%
5FLOTIshares Floating Rate Bond EETF-其他5.79%+0.47%+9.38%
6VBVanguard Small-cap ETFETF-其他5.70%—-1.90%
7EFAIshares Msci Eafe ETFETF-其他5.67%-0.31%-5.65%
8EEMIshares Msci Emerging MarketETF-新興市場2.47%-0.08%-6.02%
9IFRAIshares US InfrastructureETF-其他2.02%+0.50%+22.74%
10NVDANvidia CORP股票-科技1.73%-0.07%+3.50%
11VUGVanguard Growth ETFETF-其他1.64%-0.18%+0.97%
12MUBIshares National Muni Bond EETF-其他1.51%+0.15%+13.19%
13MSFTMicrosoft CORP股票-科技1.42%-0.06%+25.52%
14IDEVIshares Core Msci Dev MktsETF-其他1.35%—-2.59%
15QCOMQualcomm INC股票-科技1.17%-0.41%-1.08%
16METAMeta Platforms Inc-class A股票-通訊服務1.05%-0.19%-1.63%
17AAPLApple INC股票-科技1.02%-0.03%+4.93%
18IGFIshares Global InfrastructurETF-其他0.64%-0.42%-44.32%
19GOOGLAlphabet Inc-cl A股票-通訊服務0.61%—+6.26%
20VBRVanguard Small-cap Value ETFETF-其他0.59%+0.03%+2.82%
21TSMTaiwan Semiconductor-sp Adr股票-科技0.54%+0.05%+0.10%
22AMZNAmazon.com INC股票-循環性消費0.53%-0.06%+0.11%
23XOMExxon Mobil CORP股票-能源0.53%+0.15%-0.96%
24VOOVanguard S&p 500 ETFETF-大型股與成長0.51%+0.09%+28.18%
25IWDIshares Russell 1000 Value EETF-其他0.50%—+0.39%
26MFCManulife Financial CORP股票-金融0.49%-0.14%-16.35%
27AGGIshares Core U.s. AggregateETF-其他0.49%+0.03%+7.52%
28VTHRVanguard Russell 3000ETF-其他0.48%+0.02%+9.90%
29ROKRockwell Automation INC股票-工業0.42%-0.04%+0.45%
30VBKVanguard Small-cap Grwth ETFETF-其他0.40%—-1.41%
31IEMGIshares Core Msci EmergingETF-新興市場0.34%—-0.90%
32AVGOBroadcom INC股票-科技0.32%-0.04%-1.44%
33SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.32%—-0.66%
34VDEVanguard Energy ETFETF-其他0.31%+0.02%-21.22%
35MVBFMvb Financial CORP股票-其他0.31%-0.15%-29.02%
36MCDMcdonald's CORP股票-循環性消費0.31%—-5.42%
37PEPPepsico INC股票-非循環性消費0.30%—-9.29%
38LLYEli Lilly & Co股票-醫療保健0.26%-0.04%+2.14%
39WMTWalmart INC股票-非循環性消費0.25%—-6.58%
40GLDSpdr Gold SharesETF-避險與商品0.24%+0.05%+19.38%
41BRK-BBerkshire Hathaway Inc-cl B股票-其他0.23%—+4.24%
42TSLATesla INC股票-循環性消費0.22%-0.04%+6.42%
43PLTRPalantir Technologies Inc-a股票-科技0.22%-0.04%+1.74%
44JPMJpmorgan Chase & Co股票-金融0.22%—+0.22%
45BSVVanguard Short-term Bond ETFETF-其他0.21%—+5.83%
46JNJJohnson & Johnson股票-醫療保健0.21%+0.03%+2.20%
47VCSHVanguard S/t CORP Bond ETFETF-投資等級公司債0.19%+0.07%+57.37%
48SDYSs Spdr S&p Dividend ETFETF-其他0.19%—+0.61%
49VXUSVanguard Total Intl StockETF-其他0.19%—+7.16%
50KOCoca-cola Co/the股票-非循環性消費0.19%—+0.17%
1–50 of 72

本季持股變動

Hoge Financial Services, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Core Msci Eafe ETF (IEFA); 清倉: Ishares Silver Trust (SLV); 清倉: Visa Inc-class A Shares (V); 新建倉: At&t INC (T); 清倉: Philip Morris International (PM).

Hoge Financial Services, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1BIVVanguard Intermediate-term B+2.7%+24.83%加碼
2IFRAIshares US Infrastructure+0.5%+22.74%加碼
3FLOTIshares Floating Rate Bond E+0.5%+9.38%加碼
4VTVVanguard Value ETF+0.2%+0.92%加碼
5MUBIshares National Muni Bond E+0.2%+13.19%加碼
6XOMExxon Mobil CORP+0.2%-0.96%減碼
7VOOVanguard S&p 500 ETF+0.1%+28.18%加碼
8VCSHVanguard S/t CORP Bond ETF+0.1%+57.37%加碼
9GLDSpdr Gold Shares+0.1%+19.38%加碼
10TSMTaiwan Semiconductor-sp Adr+0.1%+0.10%加碼
11LINLinde plc0%+13.09%加碼
12JNJJohnson & Johnson0%+2.20%加碼
13GVIIshares Intermediate Governm0%+28.37%加碼
14AGGIshares Core U.s. Aggregate0%+7.52%加碼
15VBRVanguard Small-cap Value ETF0%+2.82%加碼
16VDEVanguard Energy ETF0%-21.22%減碼
17VTHRVanguard Russell 30000%+9.90%加碼
18MOAltria Group INC0%+1.94%加碼
19CEGConstellation Energy0%+0.35%加碼
20AXPAmerican Express Co0%-3.58%減碼
21AAPLApple INC0%+4.93%加碼
22PLTRPalantir Technologies Inc-a0%+1.74%加碼
23AVGOBroadcom INC0%-1.44%減碼
24LLYEli Lilly & Co0%+2.14%加碼
25RWOState Street Spdr Dow Jones0%-23.89%減碼
26ROKRockwell Automation INC0%+0.45%加碼
27TSLATesla INC0%+6.42%加碼
28AMZNAmazon.com INC-0.1%+0.11%加碼
29MSFTMicrosoft CORP-0.1%+25.52%加碼
30NVDANvidia CORP-0.1%+3.50%加碼
31EEMIshares Msci Emerging Market-0.1%-6.02%減碼
32MFCManulife Financial CORP-0.1%-16.35%減碼
33MVBFMvb Financial CORP-0.2%-29.02%減碼
34VUGVanguard Growth ETF-0.2%+0.97%加碼
35METAMeta Platforms Inc-class A-0.2%-1.63%減碼
36EFAIshares Msci Eafe ETF-0.3%-5.65%減碼
37QCOMQualcomm INC-0.4%-1.08%減碼
38IGFIshares Global Infrastructur-0.4%-44.32%減碼
39VTVanguard Tot World Stk ETF-0.8%-4.92%減碼
40IWBIshares Russell 1000 ETF-1.6%-2.00%減碼
41IEFAIshares Core Msci Eafe ETF—NEW新建倉
42SLVIshares Silver Trust—EXIT清倉
43VVisa Inc-class A Shares—EXIT清倉
44TAt&t INC—NEW新建倉
45PMPhilip Morris International—EXIT清倉
46BNDVanguard Total Bond Market—NEW新建倉
47CVXChevron CORP—NEW新建倉
48MRKMerck & Co. INC.—NEW新建倉
49VTWOVanguard Russell 2000 ETF—EXIT清倉
50CATCaterpillar INC—NEW新建倉

FAQ

Hoge Financial Services, LLC 是什麼機構？屬於哪種投資人類型？
Hoge Financial Services, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$1.9億，分佈在 72 個已申報部位之中。
Hoge Financial Services, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Hoge Financial Services, LLC 按市值排列的前幾大持股為： 1. Ishares Russell 1000 ETF (IWB) — US$4014.7萬 (21.5%) 2. Vanguard Intermediate-term B (BIV) — US$2748.4萬 (14.7%) 3. Vanguard Tot World Stk ETF (VT) — US$1757.7萬 (9.4%) 4. Vanguard Value ETF (VTV) — US$1316.2萬 (7.0%) 5. Ishares Floating Rate Bond E (FLOT) — US$1081.5萬 (5.8%)
Hoge Financial Services, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Hoge Financial Services, LLC 共進行了 50 項顯著調整：新建倉 6 個部位、加碼 26 個既有持股、減碼 14 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：新建倉: Ishares Core Msci Eafe ETF (IEFA); 清倉: Ishares Silver Trust (SLV); 清倉: Visa Inc-class A Shares (V); 新建倉: At&t INC (T); 清倉: Philip Morris International (PM)
Hoge Financial Services, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Hoge Financial Services, LLC 的主要板塊分佈如下： • Information Technology: 52.2% • Communication Services: 14.6% • Consumer Discretionary: 8.7% • Health Care: 6.6% • Consumer Staples: 6.1% • Energy: 5.2%