McHugh Group, LLC
- SEC CIK
- 0002052657
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/2 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 81
- 較 2025 年第 3 季 +4
- 總值
- $1.76 億
- 較 2025 年第 3 季 +$861.4 萬 (+5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 35,793 | $2,441 萬 | 13.9% | +4,677+15.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 119,737 | $2,233 萬 | 12.7% | −6,000−4.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,931 | $1,254 萬 | 7.1% | −199−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,225 | $1,167 萬 | 6.6% | −123−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 28,088 | $985.1 萬 | 5.6% | −114−0.4% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,809 | $973.5 萬 | 5.5% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 11,937 | $681.5 萬 | 3.9% | −330−2.7% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 34,353 | $658.1 萬 | 3.7% | +1,254+3.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 16,010 | $501.1 萬 | 2.9% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,699 | $477.8 萬 | 2.7% | −130−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,605 | $458.3 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 47,881 | $384.1 萬 | 2.2% | +1,679+3.6% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,804 | $285.1 萬 | 1.6% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| GLDSPDR Gold Trust | ETF | 6,385 | $253.0 萬 | 1.4% | +100+1.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,030 | $243.3 萬 | 1.4% | −1,403−16.6% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,103 | $204.6 萬 | 1.2% | +752+14.1% | 加碼 | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 1,609 | $195.0 萬 | 1.1% | −25−1.5% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 8,200 | $186.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,099 | $186.4 萬 | 1.1% | +30.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,975 | $160.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 5,600 | $159.8 萬 | 0.9% | −3,002−34.9% | 減碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 36,900 | $157.7 萬 | 0.9% | +1,450+4.1% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 1,650 | $145.0 萬 | 0.8% | +1,650 | 新進 | 歷史 |
| TDGTransDigm Group INC | COM | 1,010 | $134.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,250 | $126.3 萬 | 0.7% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | Stock | 1,160 | $124.2 萬 | 0.7% | −55−4.5% | 減碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 4,033 | $121.5 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,976 | $121.4 萬 | 0.7% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 6,089 | $118.7 萬 | 0.7% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,645 | $112.6 萬 | 0.6% | +1+0.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,322 | $97.9 萬 | 0.6% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,061 | $93.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 10,180 | $92.0 萬 | 0.5% | +2,750+37.0% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,950 | $83.0 萬 | 0.5% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 5,800 | $82.1 萬 | 0.5% | +1,800+45.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,219 | $81.8 萬 | 0.5% | +4,500+42.0% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 9,650 | $80.7 萬 | 0.5% | +3,000+45.1% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,685 | $76.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 16,200 | $73.6 萬 | 0.4% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 2,000 | $70.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 995 | $65.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,017 | $63.8 萬 | 0.4% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 11,590 | $63.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 1,475 | $62.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 15,233 | $62.6 萬 | 0.4% | −750−4.7% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,017 | $62.6 萬 | 0.4% | +6+0.1% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,720 | $59.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 9,200 | $55.2 萬 | 0.3% | +9,200 | 新進 | – |
| CRMSalesforce, Inc. | Stock | 2,050 | $54.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,680 | $53.6 萬 | 0.3% | +500+8.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 2,330 | $50.6 萬 | 0.3% | −100−4.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,932 | $42.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,725 | $41.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 3,700 | $41.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 425 | $38.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 400 | $35.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 1,887 | $34.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,100 | $33.4 萬 | 0.2% | 00.0% | 不變 | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,650 | $32.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,450 | $31.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,502 | $31.9 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,029 | $30.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,350 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,270 | $27.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,445 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 3,125 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,530 | $26.3 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 1,820 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 32,074 | $24.1 萬 | 0.1% | +17,750+123.9% | 加碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,290 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MFCManulife Financial Corp | COM | 6,400 | $23.2 萬 | 0.1% | +6,400 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 215 | $23.0 萬 | 0.1% | −100−31.7% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,470 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 500 | $22.7 萬 | 0.1% | +500 | 新進 | 歷史 |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 10,000 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 700 | $21.7 萬 | 0.1% | +700 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 375 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 2,500 | $21.4 萬 | 0.1% | +2,500 | 新進 | 歷史 |
| HSYHershey Co | COM | 1,100 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NWBINorthwest Bancshares, Inc. | COM | 14,359 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。