Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/25 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 119
- 較 2025 年第 1 季 +17
- 總值
- $3.31 億
- 較 2025 年第 1 季 +$3,437 萬 (+11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 246,576 | $6,925 萬 | 20.9% | +63,801+34.9% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 904,743 | $3,958 萬 | 12.0% | −34,303−3.7% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 162,619 | $2,874 萬 | 8.7% | +56,193+52.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 132,770 | $1,266 萬 | 3.8% | −162,042−55.0% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 510,629 | $1,215 萬 | 3.7% | −368,522−41.9% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 91,793 | $827.1 萬 | 2.5% | −22,944−20.0% | 減碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 178,408 | $826.2 萬 | 2.5% | −39,173−18.0% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 197,482 | $821.3 萬 | 2.5% | −41,348−17.3% | 減碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 125,526 | $820.3 萬 | 2.5% | −25,863−17.1% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 159,427 | $789.3 萬 | 2.4% | +159,427 | 新進 | – |
| AAPLApple Inc. | Stock | 35,399 | $726.3 萬 | 2.2% | +1,937+5.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 85,675 | $531.4 萬 | 1.6% | +5,628+7.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 30,450 | $481.1 萬 | 1.5% | +6,483+27.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,475 | $471.3 萬 | 1.4% | +312+3.4% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 175,852 | $440.2 萬 | 1.3% | +4,552+2.7% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 94,408 | $437.5 萬 | 1.3% | +4,249+4.7% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 129,366 | $370.6 萬 | 1.1% | +13,203+11.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 33,176 | $357.6 萬 | 1.1% | +4,136+14.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,507 | $340.2 萬 | 1.0% | +1,899+14.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,458 | $315.8 萬 | 1.0% | −874−7.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,266 | $314.9 萬 | 1.0% | +488+12.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,935 | $280.8 萬 | 0.8% | +2,557+19.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,419 | $266.1 萬 | 0.8% | +3,453+24.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,724 | $265.5 萬 | 0.8% | +581+14.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,141 | $265.0 萬 | 0.8% | +890+10.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,393 | $263.9 萬 | 0.8% | +4+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 7,410 | $263.1 萬 | 0.8% | +1,012+15.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 15,532 | $247.5 萬 | 0.7% | +2,457+18.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,927 | $220.0 萬 | 0.7% | −817−10.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,643 | $220.0 萬 | 0.7% | +1,116+211.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 23,131 | $217.1 萬 | 0.7% | −172−0.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 9,624 | $210.4 萬 | 0.6% | +7,897+457.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,330 | $181.6 萬 | 0.5% | +597+34.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 35,592 | $174.5 萬 | 0.5% | −1,359−3.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,535 | $171.7 萬 | 0.5% | +770+27.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 17,403 | $170.2 萬 | 0.5% | +2,772+18.9% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,077 | $164.2 萬 | 0.5% | +63+2.1% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 26,247 | $163.7 萬 | 0.5% | −384−1.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 46,578 | $156.4 萬 | 0.5% | −2,551−5.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,488 | $147.4 萬 | 0.4% | +288+24.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 19,994 | $138.7 萬 | 0.4% | +1,097+5.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,962 | $115.6 萬 | 0.3% | +77+1.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,659 | $115.5 萬 | 0.3% | +127+1.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 11,378 | $112.4 萬 | 0.3% | −2,971−20.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,853 | $105.1 萬 | 0.3% | +207+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,128 | $103.9 萬 | 0.3% | +2,388+22.2% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 8,559 | $102.4 萬 | 0.3% | +904+11.8% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,281 | $102.4 萬 | 0.3% | −999−23.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 7,960 | $98.3 萬 | 0.3% | −263−3.2% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,543 | $97.0 萬 | 0.3% | −502−3.8% | 減碼 | – |
| LENLennar Corp | CL A | 8,417 | $93.1 萬 | 0.3% | +921+12.3% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,918 | $92.3 萬 | 0.3% | −734−2.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,906 | $89.4 萬 | 0.3% | +26+0.5% | 加碼 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $87.8 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,342 | $84.4 萬 | 0.3% | −1,792−5.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,333 | $82.4 萬 | 0.2% | +131+10.9% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 20,033 | $81.7 萬 | 0.2% | +30.0% | 加碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,125 | $73.2 萬 | 0.2% | −953−5.3% | 減碼 | – |
| JBLJabil Inc | Stock | 3,300 | $72.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 8,414 | $70.7 萬 | 0.2% | −256−3.0% | 減碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 15,068 | $69.8 萬 | 0.2% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,581 | $66.5 萬 | 0.2% | −215−5.7% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,217 | $66.1 萬 | 0.2% | −97−1.5% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,715 | $64.4 萬 | 0.2% | −10−0.3% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,620 | $62.4 萬 | 0.2% | −115−2.4% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,256 | $62.1 萬 | 0.2% | −373−5.6% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 21,510 | $61.9 萬 | 0.2% | −4,231−16.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,006 | $61.0 萬 | 0.2% | +2,006 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,989 | $58.1 萬 | 0.2% | +83+4.4% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 11,512 | $54.7 萬 | 0.2% | −548−4.5% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,485 | $52.1 萬 | 0.2% | +841+23.1% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,266 | $49.4 萬 | 0.1% | −226−2.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,737 | $45.6 萬 | 0.1% | −3,642−38.8% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,330 | $45.3 萬 | 0.1% | +177+5.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 721 | $44.8 萬 | 0.1% | +161+28.7% | 加碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,310 | $38.4 萬 | 0.1% | −233−5.1% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 576 | $38.2 萬 | 0.1% | +576 | 新進 | – |
| SAIASaia Inc | COM | 1,370 | $37.5 萬 | 0.1% | +299+27.9% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 15,146 | $37.5 萬 | 0.1% | −727−4.6% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 6,231 | $36.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,673 | $35.6 萬 | 0.1% | +38+2.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 10,855 | $34.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,876 | $34.1 萬 | 0.1% | −430−13.0% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 869 | $33.8 萬 | 0.1% | +40+4.8% | 加碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 6,916 | $33.3 萬 | 0.1% | +84+1.2% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 3,195 | $32.7 萬 | 0.1% | +15+0.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,195 | $30.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 2,304 | $30.5 萬 | 0.1% | +2,304 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,230 | $30.4 萬 | 0.1% | +2,230 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,363 | $30.2 萬 | 0.1% | +147+12.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 743 | $29.4 萬 | 0.1% | +84+12.7% | 加碼 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 6,848 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,724 | $28.4 萬 | 0.1% | 00.0% | 不變 | – |
| NINisource Inc. | COM | 6,892 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,336 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,127 | $27.4 萬 | 0.1% | +6,127 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 2,893 | $27.0 萬 | 0.1% | +2,893 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,851 | $26.5 萬 | 0.1% | −6,149−76.9% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,539 | $26.5 萬 | 0.1% | +169+7.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 6,101 | $25.5 萬 | 0.1% | +6,101 | 新進 | – |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。