Hershey Financial Advisers, LLC
LANCASTER PA · SEC CIK 0002034214
$1.16亿2026Q1 申报市值
80持仓数
36.0%前十大占比 · 第一大 5.5%
22 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STIP 新建仓+$389.65万
GBIL 新建仓+$387.98万
AOM 新建仓+$378.06万
FDL 加仓+$219.61万
DELL 新建仓+$217.23万
2026Q1 卖出最多 按季末市值估算
BND 减仓-$424.23万
VGIT 清仓-$395.36万
SPIB 清仓-$388.95万
IEF 清仓-$385.60万
JPST 重新持有-$356.14万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ICVT | ISHARES TR | $642.11万 | 5.55% | 63,082 | 18,545 | 41.6% | $188.77万 | 重新持有 |
| BIL | SPDR SERIES TRUST | $564.74万 | 4.88% | 61,626 | 14,285 | 30.2% | $130.91万 | 加仓 |
| CWB | SPDR SERIES TRUST | $465.69万 | 4.02% | 50,884 | 10,330 | 25.5% | $94.54万 | 加仓 |
| ANGL | VANECK ETF TRUST | $408.15万 | 3.52% | 142,113 | 9,207 | 6.9% | $26.44万 | 重新持有 |
| STIP | ISHARES TR | $389.65万 | 3.36% | 37,673 | 37,673 | — | $389.65万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $387.98万 | 3.35% | 38,724 | 38,724 | — | $387.98万 | 新建仓 |
| TFLO | ISHARES TR | $379.07万 | 3.27% | 74,870 | -3,336 | -4.3% | -$16.89万 | 减仓 |
| AOM | ISHARES TR | $378.06万 | 3.26% | 79,809 | 79,809 | — | $378.06万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $286.87万 | 2.48% | 56,470 | 43,230 | 326.5% | $219.61万 | 加仓 |
| BOXX | EA SERIES TRUST | $265.98万 | 2.30% | 22,872 | -15,078 | -39.7% | -$175.34万 | 减仓 |
| BILS | SPDR SERIES TRUST | $244.20万 | 2.11% | 24,557 | -10,007 | -29.0% | -$99.51万 | 减仓 |
| AMAT | APPLIED MATLS INC | $233.20万 | 2.01% | 6,823 | 347 | 5.4% | $11.86万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $217.23万 | 1.88% | 13,235 | 13,235 | — | $217.23万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $217.05万 | 1.87% | 31,956 | 24,634 | 336.4% | $167.31万 | 重新持有 |
| ALB | ALBEMARLE CORP | $216.48万 | 1.87% | 12,058 | 552 | 4.8% | $9.91万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $212.83万 | 1.84% | 28,305 | 6,334 | 28.8% | $47.63万 | 加仓 |
| VDE | VANGUARD WORLD FD | $210.89万 | 1.82% | 12,187 | -1,279 | -9.5% | -$22.13万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $182.66万 | 1.58% | 10,655 | 373 | 3.6% | $6.39万 | 加仓 |
| APA | APA CORPORATION | $179.47万 | 1.55% | 42,287 | 42,287 | — | $179.47万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $178.95万 | 1.55% | 4,097 | 3,066 | 297.4% | $133.92万 | 重新持有 |
| VPU | VANGUARD WORLD FD | $172.50万 | 1.49% | 8,706 | -854 | -8.9% | -$16.92万 | 减仓 |
| GEV | GE VERNOVA INC | $172.31万 | 1.49% | 1,974 | 1,974 | — | $172.31万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $171.07万 | 1.48% | 5,479 | -562 | -9.3% | -$17.55万 | 减仓 |
| VAW | VANGUARD WORLD FD | $169.85万 | 1.47% | 7,537 | -755 | -9.1% | -$17.01万 | 减仓 |
| VHT | VANGUARD WORLD FD | $161.75万 | 1.40% | 5,939 | -560 | -8.6% | -$15.25万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $161.32万 | 1.39% | 13,231 | 4,420 | 50.2% | $53.89万 | 重新持有 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $161.22万 | 1.39% | 12,697 | 12,697 | — | $161.22万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $156.69万 | 1.35% | 5,793 | 5,793 | — | $156.69万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $155.14万 | 1.34% | 6,907 | -652 | -8.6% | -$14.64万 | 减仓 |
| GLW | CORNING INC | $150.94万 | 1.30% | 11,101 | 11,101 | — | $150.94万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $150.16万 | 1.30% | 2,513 | 77 | 3.2% | $4.60万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $147.93万 | 1.28% | 16,677 | 3,561 | 27.2% | $31.59万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $141.66万 | 1.22% | 18,066 | 4,610 | 34.3% | $36.15万 | 加仓 |
| IUSB | ISHARES TR | $137.08万 | 1.18% | 29,677 | 5,935 | 25.0% | $27.41万 | 加仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $134.99万 | 1.17% | 10,367 | 10,367 | — | $134.99万 | 新建仓 |
| RTX | RTX CORPORATION | $122.34万 | 1.06% | 6,342 | 118 | 1.9% | $2.28万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $120.96万 | 1.04% | 18,727 | 377 | 2.1% | $2.44万 | 重新持有 |
| FDX | FEDEX CORP | $119.50万 | 1.03% | 3,355 | 3,355 | — | $119.50万 | 新建仓 |
| USMV | ISHARES TR | $117.08万 | 1.01% | 12,624 | -5,282 | -29.5% | -$48.99万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $116.00万 | 1.00% | 12,505 | -559 | -4.3% | -$5.19万 | 重新持有 |
| VOX | VANGUARD WORLD FD | $113.99万 | 0.98% | 6,338 | -3,712 | -36.9% | -$66.76万 | 减仓 |
| DHS | WISDOMTREE TR | $111.37万 | 0.96% | 10,197 | 10,197 | — | $111.37万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $109.89万 | 0.95% | 1,575 | -903 | -36.4% | -$63.01万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $107.51万 | 0.93% | 24,336 | 846 | 3.6% | $3.74万 | 加仓 |
| VCR | VANGUARD WORLD FD | $104.23万 | 0.90% | 2,903 | -1,644 | -36.2% | -$59.03万 | 减仓 |
| ILCG | ISHARES TR | $104.03万 | 0.90% | 10,895 | 1,767 | 19.4% | $16.87万 | 加仓 |
| VFH | VANGUARD WORLD FD | $102.85万 | 0.89% | 8,514 | -4,929 | -36.7% | -$59.55万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $97.57万 | 0.84% | 12,642 | -3,104 | -19.7% | -$23.96万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $97.14万 | 0.84% | 14,124 | -3,330 | -19.1% | -$22.90万 | 减仓 |
| HGER | HARBOR ETF TRUST | $85.96万 | 0.74% | 27,719 | 27,719 | — | $85.96万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $77.46万 | 0.67% | 15,507 | 7,056 | 83.5% | $35.24万 | 加仓 |
| IAGG | ISHARES TR | $76.79万 | 0.66% | 15,345 | 3,351 | 27.9% | $16.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $71.21万 | 0.61% | 9,670 | -57,609 | -85.6% | -$424.23万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.68万 | 0.53% | 13,512 | -26 | -0.2% | -$1,187 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $61.37万 | 0.53% | 15,793 | -322 | -2.0% | -$1.25万 | 减仓 |
| MUNI | PIMCO ETF TR | $57.83万 | 0.50% | 11,081 | 6,977 | 170.0% | $36.41万 | 加仓 |
| MTUM | ISHARES TR | $53.40万 | 0.46% | 2,225 | 111 | 5.3% | $2.66万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $53.31万 | 0.46% | 9,848 | 738 | 8.1% | $4.00万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $50.91万 | 0.44% | 6,422 | 6,422 | — | $50.91万 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $50.61万 | 0.44% | 16,443 | 16,443 | — | $50.61万 | 新建仓 |
| IJK | ISHARES TR | $50.60万 | 0.44% | 5,029 | -1,261 | -20.0% | -$12.69万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $50.32万 | 0.43% | 8,596 | 8,596 | — | $50.32万 | 新建仓 |
| IWY | ISHARES TR | $50.17万 | 0.43% | 2,016 | 2,016 | — | $50.17万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $46.91万 | 0.41% | 4,184 | 784 | 23.1% | $8.79万 | 重新持有 |
| PWB | INVESCO EXCHANGE TRADED FD T | $46.85万 | 0.40% | 3,720 | -4,539 | -55.0% | -$57.16万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $46.62万 | 0.40% | 3,215 | -95 | -2.9% | -$1.38万 | 重新持有 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $45.60万 | 0.39% | 7,436 | -9,039 | -54.9% | -$55.43万 | 减仓 |
| MINO | PIMCO ETF TR | $45.54万 | 0.39% | 10,083 | 10,083 | — | $45.54万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $38.48万 | 0.33% | 13,211 | -1,855 | -12.3% | -$5.40万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $37.17万 | 0.32% | 1,806 | 37 | 2.1% | $7,615 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $34.07万 | 0.29% | 1,008 | -5,597 | -84.7% | -$189.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $31.71万 | 0.27% | 1,818 | -964 | -34.7% | -$16.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $30.43万 | 0.26% | 6,099 | 9 | 0.1% | $449 | 加仓 |
| PYLD | PIMCO ETF TR | $29.21万 | 0.25% | 11,147 | 11,147 | — | $29.21万 | 新建仓 |
| MSFT | MICROSOFT CORP | $27.24万 | 0.24% | 736 | -261 | -26.2% | -$9.66万 | 减仓 |
| EDV | VANGUARD WORLD FD | $26.53万 | 0.23% | 4,084 | -1,864 | -31.3% | -$12.11万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $24.94万 | 0.22% | 4,927 | -70,369 | -93.5% | -$356.14万 | 重新持有 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $24.07万 | 0.21% | 5,118 | 5,118 | — | $24.07万 | 新建仓 |
| BOND | PIMCO ETF TR | $22.71万 | 0.20% | 2,461 | 2,461 | — | $22.71万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $20.03万 | 0.17% | 4,269 | 4,269 | — | $20.03万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -65,971 | -100.0% | -$395.36万 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -115,041 | -100.0% | -$388.95万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -40,100 | -100.0% | -$385.60万 | 清仓 |
| EFAV | ISHARES TR | $0 | 0.00% | 0 | -21,639 | -100.0% | -$186.64万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -13,556 | -100.0% | -$174.64万 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EPS | WISDOMTREE TR | $0 | 0.00% | 0 | -23,882 | -100.0% | -$169.23万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -22,335 | -100.0% | -$168.83万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -5,938 | -100.0% | -$168.23万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -13,380 | -100.0% | -$164.59万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -12,310 | -100.0% | -$163.44万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,464 | -100.0% | -$157.33万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -3,317 | -100.0% | -$149.17万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -4,013 | -100.0% | -$137.63万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOBL | PROSHARES TR | $0 | 0.00% | 0 | -11,817 | -100.0% | -$122.98万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,607 | -100.0% | -$111.46万 | 清仓 |