Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 102
- 較 2024 年第 4 季 −2
- 總值
- $2.96 億
- 較 2024 年第 4 季 +$276.6 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 182,775 | $4,640 萬 | 15.7% | −88,673−32.7% | 減碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 939,046 | $4,066 萬 | 13.7% | +464,826+98.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 294,812 | $2,369 萬 | 8.0% | +160,805+120.0% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 879,151 | $2,059 萬 | 6.9% | +129,309+17.2% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 106,426 | $1,838 萬 | 6.2% | −53,816−33.6% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 238,830 | $982.3 萬 | 3.3% | +50,549+26.8% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 151,389 | $971.9 萬 | 3.3% | +31,860+26.7% | 加碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 217,581 | $969.5 萬 | 3.3% | +42,310+24.1% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 114,737 | $959.3 萬 | 3.2% | +23,620+25.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,462 | $743.3 萬 | 2.5% | +468+1.4% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,047 | $467.1 萬 | 1.6% | −64,631−44.7% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 171,300 | $425.9 萬 | 1.4% | +5,962+3.6% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 90,159 | $417.5 萬 | 1.4% | +6,223+7.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 29,040 | $345.4 萬 | 1.2% | −5,279−15.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,163 | $344.0 萬 | 1.2% | +611+7.1% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 116,163 | $318.2 萬 | 1.1% | +13,767+13.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,967 | $259.8 萬 | 0.9% | +3,432+16.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,608 | $258.9 萬 | 0.9% | +1,178+9.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 13,966 | $231.6 萬 | 0.8% | −939−6.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 4,143 | $227.1 萬 | 0.8% | −138−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,398 | $224.2 萬 | 0.8% | −622−8.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,280 | $224.2 萬 | 0.8% | +389+10.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,075 | $222.8 萬 | 0.8% | +400+3.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,303 | $218.3 萬 | 0.7% | −135−0.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,778 | $217.7 萬 | 0.7% | +264+7.5% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,378 | $206.9 萬 | 0.7% | +588+4.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 12,332 | $206.5 萬 | 0.7% | −197−1.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,251 | $202.4 萬 | 0.7% | +671+8.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,389 | $200.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 7,744 | $200.7 萬 | 0.7% | +827+12.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 36,951 | $183.4 萬 | 0.6% | +77+0.2% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 26,631 | $168.1 萬 | 0.6% | +21+0.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 49,129 | $163.3 萬 | 0.6% | +1,065+2.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,765 | $147.3 萬 | 0.5% | −153−5.2% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,014 | $145.9 萬 | 0.5% | +89+3.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,733 | $143.2 萬 | 0.5% | −10−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 8,000 | $133.8 萬 | 0.5% | −399−4.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 14,631 | $128.4 萬 | 0.4% | +1,538+11.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,897 | $116.6 萬 | 0.4% | −1,253−6.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,200 | $113.5 萬 | 0.4% | +88+7.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,646 | $104.9 萬 | 0.4% | −1,844−11.2% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,885 | $103.4 萬 | 0.3% | +60+1.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,223 | $100.2 萬 | 0.3% | +216+2.7% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 7,655 | $98.2 萬 | 0.3% | +252+3.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,740 | $96.4 萬 | 0.3% | +617+6.1% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 14,349 | $94.1 萬 | 0.3% | +501+3.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,532 | $93.5 萬 | 0.3% | +1,009+13.4% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 13,045 | $91.1 萬 | 0.3% | −2,493−16.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 33,652 | $88.2 萬 | 0.3% | −929−2.7% | 減碼 | – |
| LENLennar Corp | CL A | 7,496 | $86.0 萬 | 0.3% | +1,857+32.9% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $84.8 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,134 | $82.3 萬 | 0.3% | −2,512−6.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,796 | $79.5 萬 | 0.3% | −24−0.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,880 | $77.5 萬 | 0.3% | +35+0.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,379 | $74.0 萬 | 0.2% | −122−1.3% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 25,741 | $73.6 萬 | 0.2% | −308−1.2% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 18,078 | $71.2 萬 | 0.2% | −1,796−9.0% | 減碼 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 20,030 | $68.5 萬 | 0.2% | +80.0% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 8,670 | $67.6 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,202 | $67.3 萬 | 0.2% | −10−0.8% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,314 | $66.7 萬 | 0.2% | −2,293−26.6% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,629 | $65.6 萬 | 0.2% | −1,499−18.4% | 減碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 15,068 | $64.0 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,906 | $59.5 萬 | 0.2% | +33+1.8% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,735 | $57.8 萬 | 0.2% | −33−0.7% | 減碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,060 | $57.3 萬 | 0.2% | +2,476+25.8% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,725 | $52.3 萬 | 0.2% | −22−0.6% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,492 | $49.9 萬 | 0.2% | −926−8.9% | 減碼 | – |
| NFLXNetflix Inc | Stock | 527 | $49.1 萬 | 0.2% | −6−1.1% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 3,300 | $44.9 萬 | 0.2% | +20+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,153 | $41.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,873 | $40.0 萬 | 0.1% | +1,436+9.9% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,306 | $38.5 萬 | 0.1% | −8−0.2% | 減碼 | – |
| SAIASaia Inc | COM | 1,071 | $37.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,231 | $37.4 萬 | 0.1% | +114+1.9% | 加碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,644 | $37.3 萬 | 0.1% | −520−12.5% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,543 | $37.1 萬 | 0.1% | +951+26.5% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 829 | $36.1 萬 | 0.1% | +3+0.4% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 10,855 | $34.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 560 | $31.5 萬 | 0.1% | −89−13.7% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,635 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 6,832 | $28.9 萬 | 0.1% | −620−8.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,216 | $28.4 萬 | 0.1% | −3−0.2% | 減碼 | 歷史 |
| NINisource Inc. | COM | 6,892 | $27.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,724 | $27.1 萬 | 0.1% | +6+0.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,302 | $25.8 萬 | 0.1% | +10.0% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,370 | $25.8 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 6,848 | $25.4 萬 | 0.1% | −687−9.1% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 3,180 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 659 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 1,727 | $24.1 萬 | 0.1% | +289+20.1% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 8,525 | $24.1 萬 | 0.1% | +8,525 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 1,195 | $23.9 萬 | 0.1% | +1,195 | 新進 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,046 | $23.8 萬 | 0.1% | +3,046 | 新進 | – |
| ACNAccenture plc | Stock | 752 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EIXEdison International | Stock | 3,791 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 4,785 | $21.7 萬 | 0.1% | −416−8.0% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,688 | $21.6 萬 | 0.1% | −14−0.8% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,336 | $20.8 萬 | 0.1% | 00.0% | 不變 | – |
| FFord Motor Co | Stock | 20,471 | $20.5 萬 | 0.1% | +179+0.9% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 2,525 | $22.3 萬 | 0.1% | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,917 | $22.1 萬 | 0.1% | – |
| Vanguard Information Technology ETF92204A702 | ETF | 342 | $21.3 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 576 | $20.9 萬 | 0.1% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,297 | $20.9 萬 | 0.1% | – |
| Enzolytics Inc Com294112107 | Common Stock | 1,953,775 | $1,856 | <0.1% | – |