Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 104
- 較 2024 年第 3 季 −5
- 總值
- $2.94 億
- 較 2024 年第 3 季 −$366.6 萬 (−1.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 271,448 | $7,240 萬 | 24.7% | −16,328−5.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 160,242 | $2,713 萬 | 9.2% | +32,650+25.6% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 474,220 | $1,963 萬 | 6.7% | +10,242+2.2% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 749,842 | $1,760 萬 | 6.0% | +50,366+7.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 134,007 | $1,178 萬 | 4.0% | −153,543−53.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 144,678 | $901.5 萬 | 3.1% | −41,820−22.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 32,994 | $826.2 萬 | 2.8% | +2,362+7.7% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 188,281 | $785.7 萬 | 2.7% | +12,720+7.2% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 91,117 | $774.2 萬 | 2.6% | +69+0.1% | 加碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 175,271 | $772.3 萬 | 2.6% | +11,076+6.7% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 119,529 | $754.8 萬 | 2.6% | +5,853+5.1% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 165,338 | $401.6 萬 | 1.4% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 83,936 | $380.6 萬 | 1.3% | +9,169+12.3% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 34,319 | $369.2 萬 | 1.3% | +8,653+33.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,552 | $360.5 萬 | 1.2% | +655+8.3% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 102,396 | $304.1 萬 | 1.0% | −11,862−10.4% | 減碼依 2 比 1 拆股換算 | – |
| AVGOBroadcom Inc. | Stock | 12,529 | $290.5 萬 | 1.0% | +480+4.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,917 | $279.3 萬 | 1.0% | −134−1.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,535 | $275.8 萬 | 0.9% | +7,167+53.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,430 | $272.7 萬 | 0.9% | +324+2.7% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,389 | $245.2 萬 | 0.8% | +6,136+489.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,790 | $242.1 萬 | 0.8% | +1,324+11.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,281 | $225.4 萬 | 0.8% | +466+12.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,020 | $221.9 萬 | 0.8% | +619+9.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 14,905 | $215.6 萬 | 0.7% | +3,385+29.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,675 | $212.5 萬 | 0.7% | +1,957+18.3% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,438 | $208.1 萬 | 0.7% | −368−1.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,514 | $205.7 萬 | 0.7% | +137+4.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,891 | $196.8 萬 | 0.7% | +820+26.7% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,874 | $184.9 萬 | 0.6% | +3,503+10.5% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,580 | $181.7 萬 | 0.6% | +980+14.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 48,064 | $157.5 萬 | 0.5% | −5,390−10.1% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 2,925 | $155.7 萬 | 0.5% | −290−9.0% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 26,610 | $145.0 萬 | 0.5% | −54−0.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,743 | $134.6 萬 | 0.5% | +497+39.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,918 | $132.3 萬 | 0.5% | +746+34.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 8,399 | $121.6 萬 | 0.4% | +2,001+31.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,150 | $119.3 萬 | 0.4% | −1,688−7.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,093 | $118.3 萬 | 0.4% | +2,722+26.2% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,825 | $109.0 萬 | 0.4% | +36+0.8% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 15,538 | $102.8 萬 | 0.4% | −573−3.6% | 減碼 | – |
| KOCoca Cola Co | Stock | 16,490 | $102.7 萬 | 0.3% | +2,898+21.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,112 | $101.9 萬 | 0.3% | +337+43.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,123 | $100.7 萬 | 0.3% | +933+10.2% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 37,646 | $97.4 萬 | 0.3% | −342−0.9% | 減碼依 2 比 1 拆股換算 | – |
| TJXTJX Companies Inc | Stock | 8,007 | $96.7 萬 | 0.3% | −170−2.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 13,848 | $96.2 萬 | 0.3% | −954−6.4% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 34,581 | $95.8 萬 | 0.3% | −813−2.3% | 減碼依 3 比 1 拆股換算 | – |
| EMREmerson Electric Co | Stock | 7,523 | $93.2 萬 | 0.3% | −1,121−13.0% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,607 | $90.8 萬 | 0.3% | −780−8.3% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 7,403 | $90.7 萬 | 0.3% | +391+5.6% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $83.1 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,128 | $78.8 萬 | 0.3% | −422−4.9% | 減碼 | – |
| LENLennar Corp | CL A | 5,639 | $76.9 萬 | 0.3% | +789+16.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 19,874 | $76.3 萬 | 0.3% | −18,755−48.6% | 減碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 20,022 | $74.9 萬 | 0.3% | −440−2.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,501 | $74.1 萬 | 0.3% | −116−1.2% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 26,049 | $72.6 萬 | 0.2% | −443−1.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,212 | $71.1 萬 | 0.2% | +103+9.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,820 | $67.9 萬 | 0.2% | −43−1.1% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,768 | $61.3 萬 | 0.2% | +131+2.8% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 8,670 | $61.3 萬 | 0.2% | +40.0% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,747 | $59.8 萬 | 0.2% | −259−6.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,845 | $58.3 萬 | 0.2% | +4,845 | 新進 | 歷史 |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 15,068 | $56.9 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,873 | $54.3 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 10,418 | $53.7 萬 | 0.2% | 00.0% | 不變 | – |
| SAIASaia Inc | COM | 1,071 | $48.8 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 533 | $47.5 萬 | 0.2% | −16−2.9% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 3,280 | $47.2 萬 | 0.2% | −344−9.5% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,164 | $45.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,584 | $44.5 萬 | 0.2% | −310−3.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 649 | $38.2 萬 | 0.1% | +649 | 新進 | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 10,855 | $37.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 14,437 | $36.9 萬 | 0.1% | +3,076+27.1% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,314 | $36.2 萬 | 0.1% | −50−1.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,155 | $35.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,180 | $35.1 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,117 | $32.0 萬 | 0.1% | +6,117 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 826 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 3,791 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,219 | $30.1 萬 | 0.1% | +9+0.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,635 | $29.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,592 | $27.3 萬 | 0.1% | +168+4.9% | 加碼 | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 7,452 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,718 | $26.6 萬 | 0.1% | −12−0.4% | 減碼 | – |
| ACNAccenture plc | Stock | 752 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,301 | $25.5 萬 | 0.1% | +450+15.8% | 加碼 | – |
| NINisource Inc. | COM | 6,892 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,336 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 7,535 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 1,438 | $24.0 萬 | 0.1% | +58+4.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 659 | $23.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,702 | $22.5 萬 | 0.1% | −10−0.6% | 減碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,377 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,525 | $22.3 萬 | 0.1% | +51+2.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,917 | $22.1 萬 | 0.1% | +1,917 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 342 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 576 | $20.9 萬 | 0.1% | −30−5.0% | 減碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,297 | $20.9 萬 | 0.1% | +5,297 | 新進 | – |
2024 年第 3 季之後清倉（11 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DISWalt Disney Co | Stock | 10,928 | $105.1 萬 | 0.4% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 9,723 | $93.8 萬 | 0.3% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,751 | $60.5 萬 | 0.2% | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,082 | $34.8 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,855 | $25.1 萬 | 0.1% | – |
| HDHome Depot, Inc. | Stock | 618 | $25.0 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 5,699 | $23.8 萬 | 0.1% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 4,184 | $21.0 萬 | 0.1% | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 2,526 | $20.9 萬 | 0.1% | – |
| GEGeneral Electric Co | Stock | 1,085 | $20.5 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 905 | $20.0 萬 | 0.1% | 歷史 |