MG
McHugh Group, LLC
分散型投資策略產業集中型趨勢追蹤型
申報總市值
US$1.7億
申報季度: 2026-03-31 · 持股檔數: 82
McHugh Group, LLC在最新一期 13F 報告中揭露了 82 項持股，申報期為 2026-03-31，總持股市值約為 US$1.7億，季度換手率為 12.6%。
機構性格雪花圖
- 集中度
- 22.48
- 持倉穩定性
- 12.59
- 動能／逆勢
- 100
- 產業集中度
- 100
- 多樣化
- 100
- 倉位均衡度
- 80.89
近期動向
減碼 MSFT
+0.9% -US$285.8萬
減碼 V
-2.9% -US$160.7萬
加碼 RSP
+8.8% US$59.3萬
減碼 MA
-3.0% -US$103.0萬
加碼 ACWI
+72.4% US$56.3萬
加碼 VPL
+39.9% US$47.1萬
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 14.05% | +0.16% | +1.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 12.51% | -0.20% | +1.18% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.56% | -0.08% | -0.41% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.73% | -1.40% | +0.87% | |
| 5 | AAPL | Apple INC | 股票-科技 | 5.31% | -0.23% | -1.34% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.88% | -0.72% | -2.89% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.25% | +0.51% | +8.81% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 3.42% | -0.46% | -3.02% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.69% | -0.16% | -1.25% | |
| 10 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.50% | -0.22% | -2.05% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.41% | -0.20% | -2.70% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.38% | +0.19% | +9.69% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.63% | +0.19% | — | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.51% | -0.11% | -2.78% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.40% | +0.24% | +20.55% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.31% | -0.07% | +1.51% | |
| 17 | URA | Global X Uranium ETF | ETF-其他 | 1.12% | +0.22% | +6.34% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | — | -1.59% | |
| 19 | MU | Micron Technology INC | 股票-科技 | 1.10% | +0.19% | -1.68% | |
| 20 | WFC 7.5 PERP L | Wells Fargo & Company | 股票-金融 | 1.08% | -0.03% | -1.55% | |
| 21 | PGR | Progressive CORP | 股票-金融 | 0.96% | -0.10% | — | |
| 22 | PH | Parker Hannifin CORP | 股票-工業 | 0.87% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.06% | -2.13% | |
| 24 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 0.82% | +0.30% | +39.88% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.82% | +0.35% | +72.41% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.78% | +0.09% | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | +0.27% | +52.89% | |
| 28 | TDG | Transdigm Group INC | 股票-工業 | 0.70% | -0.06% | +0.40% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.69% | -0.03% | — | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.67% | +0.21% | +42.49% | |
| 31 | BLK | Blackrock INC | 股票-金融 | 0.66% | -0.05% | +0.34% | |
| 32 | IQLT | Ishares Msci International Q | ETF-其他 | 0.65% | +0.23% | +46.30% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | -0.05% | -5.01% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.64% | — | — | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.62% | +0.62% | NEW | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.09% | +1.54% | |
| 37 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.59% | +0.23% | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | — | — | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.53% | -0.15% | +0.13% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | +0.09% | -1.90% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.45% | — | — | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.44% | +0.08% | +23.60% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.41% | — | -5.02% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 0.38% | — | +0.08% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.34% | — | +3.10% | |
| 46 | NEE | Nextera Energy INC | 股票-公用事業 | 0.34% | — | -7.49% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | -0.03% | -0.30% | |
| 48 | HD | Home Depot INC | 股票-循環性消費 | 0.33% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.08% | -2.94% | |
| 50 | EWL | Ishares Msci Switzerland ETF | ETF-其他 | 0.32% | — | — |
1–50 of 82
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
McHugh Group, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Msci Japan ETF (EWJ); 清倉: Monolithic Power Systems INC (MPWR); 清倉: Check Point Software Technologies Ltd. (CHKP); 新建倉: Invesco S&p 500 Revenue ETF (RWL); 新建倉: Eaton Corporation plc (ETN).
FAQ
McHugh Group, LLC 是什麼機構？屬於哪種投資人類型？
McHugh Group, 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$1.7億，分佈在 82 個已申報部位之中。
McHugh Group, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，McHugh Group, LLC 按市值排列的前幾大持股為：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2373.1萬 (14.1%)
2. Nvidia CORP (NVDA) — US$2112.8萬 (12.5%)
3. Berkshire Hathaway Inc-cl B (BRK-B) — US$1108.4萬 (6.6%)
4. Microsoft CORP (MSFT) — US$968.3萬 (5.7%)
5. Apple INC (AAPL) — US$896.6萬 (5.3%)
McHugh Group, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，McHugh Group, LLC 共進行了 45 項顯著調整：新建倉 5 個部位、加碼 20 個既有持股、減碼 16 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 Msci Japan ETF (EWJ); 清倉: Monolithic Power Systems INC (MPWR); 清倉: Check Point Software Technologies Ltd. (CHKP); 新建倉: Invesco S&p 500 Revenue ETF (RWL); 新建倉: Eaton Corporation plc (ETN)
McHugh Group, 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，McHugh Group, LLC 的主要板塊分佈如下：
• Information Technology: 48.6%
• Financials: 29.9%
• Communication Services: 9.5%
• Consumer Discretionary: 6.8%
• Energy: 1.6%
• Consumer Staples: 1.4%