McHugh Group, LLC
- SEC CIK
- 0002052657
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/17 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 82
- 較 2025 年第 4 季 +1
- 總值
- $1.69 億
- 較 2025 年第 4 季 −$681.5 萬 (−3.9%)
| 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 | 36,490 | $2,373 萬 | 14.0% | +697+1.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 121,149 | $2,113 萬 | 12.5% | +1,412+1.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,130 | $1,108 萬 | 6.6% | −95−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 26,157 | $968.3 萬 | 5.7% | +226+0.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,328 | $896.6 萬 | 5.3% | −481−1.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 27,276 | $824.4 萬 | 4.9% | −812−2.9% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 37,379 | $717.4 萬 | 4.2% | +3,026+8.8% | 加碼 | – |
| MAMastercard Inc | Stock | 11,576 | $578.4 萬 | 3.4% | −361−3.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,810 | $454.6 萬 | 2.7% | −200−1.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,275 | $422.3 萬 | 2.5% | −424−2.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,210 | $407.6 萬 | 2.4% | −395−2.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 52,520 | $402.0 萬 | 2.4% | +4,639+9.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 6,385 | $274.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,254 | $255.9 萬 | 1.5% | −550−2.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,357 | $236.0 萬 | 1.4% | +1,254+20.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,136 | $220.9 萬 | 1.3% | +106+1.5% | 加碼 | 歷史 |
| Global X Uranium ETF37954Y871 | ETF | 39,239 | $190.0 萬 | 1.1% | +2,339+6.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,002 | $186.5 萬 | 1.1% | −97−1.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,506 | $186.0 萬 | 1.1% | −94−1.7% | 減碼 | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 1,584 | $183.0 萬 | 1.1% | −25−1.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 8,200 | $162.6 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,650 | $147.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,869 | $143.2 萬 | 0.8% | −106−2.1% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 14,240 | $139.2 萬 | 0.8% | +4,060+39.9% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 10,000 | $138.4 萬 | 0.8% | +4,200+72.4% | 加碼 | – |
| iShares Semiconductor ETF464287523 | ETF | 4,033 | $132.5 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,269 | $125.8 萬 | 0.7% | +8,050+52.9% | 加碼 | – |
| TDGTransDigm Group INC | COM | 1,014 | $117.5 萬 | 0.7% | +4+0.4% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,250 | $115.9 萬 | 0.7% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 13,750 | $113.3 萬 | 0.7% | +4,100+42.5% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,164 | $111.9 萬 | 0.7% | +4+0.3% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 23,700 | $109.6 萬 | 0.6% | +7,500+46.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,877 | $108.3 萬 | 0.6% | −99−5.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,645 | $107.4 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 12,450 | $105.1 萬 | 0.6% | +12,450 | 新進 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,108 | $105.0 萬 | 0.6% | +47+1.5% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 15,233 | $99.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,322 | $92.7 萬 | 0.5% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 6,097 | $89.7 萬 | 0.5% | +8+0.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,615 | $88.4 萬 | 0.5% | −70−1.9% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 6,950 | $75.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,257 | $75.1 萬 | 0.4% | +240+23.6% | 加碼 | – |
| LINLinde PLC | Stock | 1,401 | $69.5 萬 | 0.4% | −74−5.0% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,022 | $63.8 萬 | 0.4% | +5+0.1% | 加碼 | – |
| BACBank of America Corp | Stock | 11,949 | $58.3 萬 | 0.3% | +359+3.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,180 | $57.4 萬 | 0.3% | −500−7.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 992 | $56.8 萬 | 0.3% | −3−0.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,720 | $56.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,645 | $54.7 萬 | 0.3% | −80−2.9% | 減碼 | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 9,200 | $54.1 萬 | 0.3% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 1,900 | $53.1 萬 | 0.3% | −100−5.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,317 | $46.1 萬 | 0.3% | −13−0.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,700 | $46.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 1,891 | $45.0 萬 | 0.3% | +4+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 2,892 | $41.8 萬 | 0.2% | −40−1.4% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,075 | $38.7 萬 | 0.2% | +25+1.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 400 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,553 | $32.8 萬 | 0.2% | +51+3.4% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 3,200 | $31.7 萬 | 0.2% | +75+2.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,450 | $31.2 萬 | 0.2% | 00.0% | 不變 | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,650 | $30.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 217 | $28.6 萬 | 0.2% | +2+0.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,820 | $28.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,700 | $28.1 萬 | 0.2% | −400−6.6% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,369 | $27.9 萬 | 0.2% | +19+1.4% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,270 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,029 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 2,530 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,080 | $23.9 萬 | 0.1% | +2,080 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,470 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| MARMarriott International Inc | Stock | 724 | $23.7 萬 | 0.1% | +24+3.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,445 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSYHershey Co | COM | 1,100 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 639 | $22.9 萬 | 0.1% | +639 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 500 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 10,000 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| MFCManulife Financial Corp | COM | 6,400 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 2,752 | $20.9 萬 | 0.1% | +2,752 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 345 | $20.9 萬 | 0.1% | +345 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 375 | $20.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NWBINorthwest Bancshares, Inc. | COM | 14,359 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACHRArcher Aviation Inc. | Stock | 32,074 | $16.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 425 | $38.5 萬 | 0.2% | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,290 | $23.9 萬 | 0.1% | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $21.9 萬 | 0.1% | – |
| AIGAmerican International Group, Inc. | Stock | 2,500 | $21.4 萬 | 0.1% | 歷史 |