Hilltop Wealth Advisors, LLC
- SEC CIK
- 0001786241
- 最新申報
- 2026/8/13
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 51
- 較 2025 年第 1 季 0
- 總值
- $1.78 億
- 較 2025 年第 1 季 +$91.2 萬 (+0.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 241,047 | $3,625 萬 | 20.4% | +12,375+5.4% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 465,775 | $2,534 萬 | 14.2% | +29,492+6.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 34,930 | $2,169 萬 | 12.2% | +901+2.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 248,670 | $1,418 萬 | 8.0% | +76,106+44.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 85,053 | $1,146 萬 | 6.4% | +5,723+7.2% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 43,247 | $548.2 萬 | 3.1% | +472+1.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 157,214 | $441.0 萬 | 2.5% | −366−0.2% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 21,913 | $428.2 萬 | 2.4% | −524−2.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,435 | $375.9 萬 | 2.1% | −884−6.2% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 37,626 | $356.1 萬 | 2.0% | +2,367+6.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 32,297 | $355.6 萬 | 2.0% | −1,175−3.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 69,195 | $342.2 萬 | 1.9% | +640+0.9% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 8,806 | $322.4 萬 | 1.8% | −217−2.4% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 35,427 | $316.1 萬 | 1.8% | +9,461+36.4% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 10,656 | $314.1 萬 | 1.8% | +335+3.2% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 12,415 | $279.2 萬 | 1.6% | −71−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,606 | $278.9 萬 | 1.6% | +317+6.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 55,360 | $271.4 萬 | 1.5% | −135,191−70.9% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 33,725 | $256.4 萬 | 1.4% | +5,171+18.1% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 25,913 | $238.3 萬 | 1.3% | +3,804+17.2% | 加碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 15,247 | $200.0 萬 | 1.1% | −169−1.1% | 減碼 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 44,254 | $183.7 萬 | 1.0% | +1,207+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,836 | $140.3 萬 | 0.8% | −612−8.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 8,337 | $131.7 萬 | 0.7% | +1,665+25.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,176 | $95.4 萬 | 0.5% | −24−1.1% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,916 | $81.5 萬 | 0.5% | −1,086−3.7% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 20,262 | $79.4 萬 | 0.4% | −18−0.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,191 | $75.6 萬 | 0.4% | −471−3.7% | 減碼 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 37,180 | $67.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,869 | $63.6 萬 | 0.4% | −340−2.2% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,023 | $58.6 萬 | 0.3% | −331−4.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,192 | $48.1 萬 | 0.3% | −235−9.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 529 | $39.0 萬 | 0.2% | +28+5.6% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,268 | $38.0 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 769 | $37.4 萬 | 0.2% | +152+24.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,118 | $37.3 萬 | 0.2% | +183+9.5% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,522 | $36.8 萬 | 0.2% | −778−18.1% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,175 | $35.8 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 995 | $35.3 萬 | 0.2% | +42+4.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 547 | $33.8 萬 | 0.2% | +150+37.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,112 | $32.2 萬 | 0.2% | −74−6.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,977 | $26.9 萬 | 0.2% | +28+1.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 471 | $26.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 870 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 449 | $24.8 萬 | 0.1% | +449 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 1,278 | $23.7 萬 | 0.1% | +9+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,492 | $22.8 萬 | 0.1% | −3,585−70.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 1,770 | $21.9 萬 | 0.1% | +1,770 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 823 | $21.2 萬 | 0.1% | +823 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 748 | $20.6 萬 | 0.1% | +748 | 新進 | 歷史 |
| VTRVentas, Inc. | REIT | 3,251 | $20.5 萬 | 0.1% | −18−0.6% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 159,492 | $1,668 萬 | 9.4% | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 24,657 | $94.7 萬 | 0.5% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,757 | $30.4 萬 | 0.2% | – |
| BLDPBallard Power Systems Inc. | COM | 10,211 | $1.12 萬 | <0.1% | 歷史 |