Hilltop Wealth Advisors, LLC
- SEC CIK
- 0001786241
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 73
- 較 2026 年第 1 季 +20
- 總值
- $2.00 億
- 較 2026 年第 1 季 +$3,297 萬 (+19.8%)
| 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 | 228,398 | $4,296 萬 | 21.5% | −12,853−5.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 35,233 | $2,639 萬 | 13.2% | −1,166−3.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 255,515 | $1,821 萬 | 9.1% | −365−0.1% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 105,190 | $1,669 萬 | 8.4% | +8,709+9.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 113,991 | $680.4 萬 | 3.4% | +3,016+2.7% | 加碼 | – |
| iShares Tr464288802 | ESG OPTIMIZED | 39,993 | $617.1 萬 | 3.1% | −1,699−4.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 152,811 | $563.4 萬 | 2.8% | +413+0.3% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 46,125 | $508.1 萬 | 2.5% | +5,588+13.8% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 19,874 | $451.3 萬 | 2.3% | −414−2.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 21,820 | $436.6 萬 | 2.2% | +555+2.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 53,280 | $429.3 萬 | 2.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 29,299 | $403.0 萬 | 2.0% | −544−1.8% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 35,550 | $365.5 萬 | 1.8% | −125−0.4% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 40,715 | $357.9 萬 | 1.8% | −665−1.6% | 減碼依 5 比 1 拆股換算 | – |
| iShares Russell Midcap ETF464287499 | ETF | 30,033 | $331.3 萬 | 1.7% | +1,882+6.7% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 11,818 | $323.4 萬 | 1.6% | 00.0% | 不變 | – |
| NTAPNetApp, Inc. | Stock | 18,634 | $288.4 萬 | 1.4% | +18,634 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 10,175 | $286.1 萬 | 1.4% | −79−0.8% | 減碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 31,677 | $282.0 萬 | 1.4% | −642−2.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 8,928 | $258.4 萬 | 1.3% | +597+7.2% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 14,892 | $243.4 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 41,740 | $217.7 萬 | 1.1% | −2,053−4.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,435 | $202.7 萬 | 1.0% | −7−0.1% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 29,187 | $159.6 萬 | 0.8% | −70.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,910 | $113.5 萬 | 0.6% | +410+1.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,069 | $109.7 萬 | 0.5% | +390+14.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,725 | $109.6 萬 | 0.5% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,835 | $99.0 萬 | 0.5% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 22,484 | $76.1 萬 | 0.4% | −146−0.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 3,125 | $74.5 萬 | 0.4% | +590+23.3% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 37,180 | $71.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,829 | $66.0 萬 | 0.3% | −11−0.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,210 | $60.5 萬 | 0.3% | +389+47.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,691 | $59.8 萬 | 0.3% | +1,691 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 715 | $54.0 萬 | 0.3% | +715 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 444 | $51.3 萬 | 0.3% | +444 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,364 | $51.1 萬 | 0.3% | +17,364 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,533 | $50.2 萬 | 0.3% | +226+17.3% | 加碼 | 歷史 |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 10,078 | $49.9 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 5,406 | $49.8 萬 | 0.2% | +5,406 | 新進 | – |
| iShares S&P 100 ETF464287101 | ETF | 1,288 | $47.1 萬 | 0.2% | −74−5.4% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,268 | $46.5 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,224 | $46.2 萬 | 0.2% | +138+12.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,814 | $46.1 萬 | 0.2% | +118+7.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 543 | $40.5 萬 | 0.2% | +3+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,152 | $39.5 萬 | 0.2% | +172+17.6% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,522 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 654 | $36.8 萬 | 0.2% | +75+13.0% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,569 | $34.8 萬 | 0.2% | +4,569 | 新進 | – |
| GEGeneral Electric Co | Stock | 913 | $34.1 萬 | 0.2% | +913 | 新進 | 歷史 |
| INTCIntel Corp | Stock | 2,388 | $33.3 萬 | 0.2% | +2,388 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 471 | $32.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 425 | $31.3 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 1,220 | $30.7 萬 | 0.2% | +74+6.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 722 | $30.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VTRVentas, Inc. | REIT | 3,379 | $30.0 萬 | 0.2% | +30+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 849 | $29.2 萬 | 0.1% | 00.0% | 不變 | – |
| GEVGE Vernova Inc. | Stock | 247 | $29.0 萬 | 0.1% | +247 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 580 | $27.7 萬 | 0.1% | +580 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 138 | $27.5 萬 | 0.1% | +138 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,768 | $27.4 萬 | 0.1% | +2,768 | 新進 | – |
| WELLWelltower Inc. | REIT | 1,168 | $26.5 萬 | 0.1% | +22+1.9% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 1,240 | $25.7 萬 | 0.1% | +1,240 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,950 | $25.1 萬 | 0.1% | −57−2.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 196 | $23.5 萬 | 0.1% | +196 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 399 | $23.2 萬 | 0.1% | +399 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 2,372 | $22.8 萬 | 0.1% | +2,372 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 1,730 | $21.9 萬 | 0.1% | −12−0.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 1,917 | $21.7 萬 | 0.1% | +150+8.5% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 849 | $20.9 萬 | 0.1% | +849 | 新進 | – |
| iShares Tr46435U853 | BROAD USD HIGH | 5,524 | $20.4 萬 | 0.1% | +5,524 | 新進 | – |
| KOCoca Cola Co | Stock | 2,513 | $20.4 萬 | 0.1% | +2,513 | 新進 | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 9,935 | $20.2 萬 | 0.1% | +9,935 | 新進 | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| NVDANVIDIA Corp | Stock | $236.1 萬 | – |
2026 年第 1 季之後清倉（1 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。