HT Partners LLC
- SEC CIK
- 0001552999
- 最新申報
- 2026/7/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/12 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 51
- 較 2021 年第 4 季 +1
- 總值
- $3.25 億
- 較 2021 年第 4 季 −$1,759 萬 (−5.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,494,385 | $1.33 億 | 41.0% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 631,750 | $4,650 萬 | 14.3% | −1,655−0.3% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 244,903 | $1,948 萬 | 6.0% | −12,025−4.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 362,882 | $1,903 萬 | 5.9% | +5,895+1.7% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 225,355 | $1,756 萬 | 5.4% | +4,076+1.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 305,850 | $1,381 萬 | 4.3% | −556−0.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 254,834 | $1,224 萬 | 3.8% | +15,698+6.6% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 100,347 | $821.8 萬 | 2.5% | +2,142+2.2% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 87,310 | $800.5 萬 | 2.5% | +1,860+2.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 22,209 | $505.6 萬 | 1.6% | +1,430+6.9% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 96,786 | $484.9 萬 | 1.5% | +1,723+1.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 52,024 | $406.3 萬 | 1.3% | +1,970+3.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 81,560 | $376.2 萬 | 1.2% | +3,598+4.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 9,487 | $292.5 萬 | 0.9% | +140+1.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,639 | $259.4 萬 | 0.8% | −175−1.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,103 | $211.3 萬 | 0.7% | −64−0.5% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 26,956 | $210.4 萬 | 0.6% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 653 | $181.6 萬 | 0.6% | −3−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 452 | $126.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 33,042 | $124.0 萬 | 0.4% | −1,860−5.3% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 4,272 | $122.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,396 | $119.8 萬 | 0.4% | −63−1.8% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,870 | $93.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 9,061 | $91.8 萬 | 0.3% | −3,574−28.3% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,056 | $86.5 萬 | 0.3% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 248 | $80.8 萬 | 0.2% | +2+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,780 | $75.4 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,562 | $56.8 萬 | 0.2% | −120−4.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,040 | $55.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,150 | $51.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,741 | $44.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,813 | $40.3 萬 | 0.1% | +148+8.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 364 | $39.2 萬 | 0.1% | −20−5.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,322 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,003 | $36.4 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,078 | $34.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 2,561 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,150 | $34.5 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,948 | $29.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,968 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 992 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,824 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,630 | $27.7 萬 | 0.1% | +181+4.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,612 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 11,324 | $26.8 萬 | 0.1% | −100−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,240 | $26.8 萬 | 0.1% | −210−6.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,104 | $26.0 萬 | 0.1% | −55−1.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,054 | $25.1 萬 | 0.1% | +1,054 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 3,966 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 6,033 | $20.8 萬 | 0.1% | +6,033 | 新進 | – |
| INTCIntel Corp | Stock | 4,157 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（1 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。