Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 120
- 較 2025 年第 2 季 +1
- 總值
- $3.35 億
- 較 2025 年第 2 季 +$402.2 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 | 218,954 | $6,620 萬 | 19.8% | −27,622−11.2% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 166,182 | $3,099 萬 | 9.3% | +3,563+2.2% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 603,070 | $2,799 萬 | 8.4% | −301,673−33.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 129,774 | $1,356 萬 | 4.1% | −2,996−2.3% | 減碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 528,507 | $1,265 萬 | 3.8% | +17,878+3.5% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 93,416 | $934.6 萬 | 2.8% | +1,623+1.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,153 | $869.6 萬 | 2.6% | −1,246−3.5% | 減碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 128,175 | $857.5 萬 | 2.6% | +2,649+2.1% | 加碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 183,354 | $853.3 萬 | 2.5% | +4,946+2.8% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 204,945 | $852.2 萬 | 2.5% | +7,463+3.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 165,461 | $818.4 萬 | 2.4% | +6,034+3.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 85,195 | $556.0 萬 | 1.7% | −480−0.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 29,059 | $542.2 萬 | 1.6% | −1,391−4.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,587 | $496.6 萬 | 1.5% | +112+1.2% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 94,759 | $445.0 萬 | 1.3% | +351+0.4% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 175,981 | $442.2 萬 | 1.3% | +129+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 36,273 | $409.0 萬 | 1.2% | +3,097+9.3% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 129,149 | $402.4 萬 | 1.2% | −217−0.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,920 | $387.0 萬 | 1.2% | −15−0.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,517 | $379.9 萬 | 1.1% | +59+0.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,858 | $370.2 萬 | 1.1% | +1,351+8.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,234 | $366.2 萬 | 1.1% | +1,307+18.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,578 | $344.5 萬 | 1.0% | +1,159+6.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,385 | $322.0 萬 | 1.0% | +119+2.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,036 | $316.6 萬 | 0.9% | +895+9.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 5,414 | $308.0 萬 | 0.9% | +690+14.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,925 | $304.7 萬 | 0.9% | +1,515+20.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,948 | $301.2 萬 | 0.9% | +1,618+69.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 18,194 | $279.5 萬 | 0.8% | +2,662+17.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,393 | $276.7 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 8,606 | $242.0 萬 | 0.7% | −1,018−10.6% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,980 | $237.4 萬 | 0.7% | +337+20.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,377 | $220.0 萬 | 0.7% | +842+23.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,144 | $217.9 萬 | 0.7% | +3,741+21.5% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,928 | $208.6 萬 | 0.6% | −1,203−5.2% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,991 | $184.3 萬 | 0.6% | +503+33.8% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 24,026 | $162.3 萬 | 0.5% | −2,221−8.5% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 46,664 | $158.1 萬 | 0.5% | +86+0.2% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 3,138 | $154.2 萬 | 0.5% | +61+2.0% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,169 | $141.0 萬 | 0.4% | −7,423−20.9% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 19,836 | $135.7 萬 | 0.4% | −158−0.8% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,245 | $126.8 萬 | 0.4% | −1,133−10.0% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,178 | $118.2 萬 | 0.4% | +218+2.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,220 | $109.9 萬 | 0.3% | +258+5.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,046 | $109.5 萬 | 0.3% | −82−0.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 16,106 | $106.8 萬 | 0.3% | +1,253+8.4% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 8,093 | $106.2 萬 | 0.3% | −566−6.5% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 8,138 | $102.6 萬 | 0.3% | −279−3.3% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 12,290 | $101.5 萬 | 0.3% | −253−2.0% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 8,519 | $95.5 萬 | 0.3% | −40−0.5% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,706 | $94.0 萬 | 0.3% | −1,212−3.7% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $93.0 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 19,446 | $86.7 萬 | 0.3% | −587−2.9% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,270 | $84.6 萬 | 0.3% | −63−4.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,587 | $83.1 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,906 | $79.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,233 | $78.8 萬 | 0.2% | −5,109−15.3% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,715 | $72.8 萬 | 0.2% | 00.0% | 不變 | – |
| JBLJabil Inc | Stock | 3,300 | $71.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,627 | $67.4 萬 | 0.2% | +7+0.2% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,218 | $66.4 萬 | 0.2% | +10.0% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 13,552 | $65.1 萬 | 0.2% | +2,040+17.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,491 | $65.1 萬 | 0.2% | +235+3.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,939 | $63.6 萬 | 0.2% | −67−3.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,092 | $63.6 萬 | 0.2% | +103+5.2% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,314 | $62.0 萬 | 0.2% | −1,100−13.1% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,060 | $61.1 萬 | 0.2% | −4,065−23.7% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 20,684 | $59.8 萬 | 0.2% | −826−3.8% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,179 | $52.6 萬 | 0.2% | −306−6.8% | 減碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 10,686 | $52.5 萬 | 0.2% | −4,382−29.1% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,119 | $49.3 萬 | 0.1% | −147−1.6% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 3,195 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,711 | $45.6 萬 | 0.1% | −26−0.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 3,331 | $44.6 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 655 | $43.8 萬 | 0.1% | −66−9.2% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 6,587 | $43.5 萬 | 0.1% | +356+5.7% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 575 | $42.9 萬 | 0.1% | −1−0.2% | 減碼 | – |
| SAIASaia Inc | COM | 1,370 | $41.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,126 | $38.8 萬 | 0.1% | −104−4.7% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,195 | $36.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,673 | $35.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 6,832 | $35.5 萬 | 0.1% | −84−1.2% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,716 | $34.5 萬 | 0.1% | −594−13.8% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,369 | $34.4 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,866 | $34.4 萬 | 0.1% | −10−0.3% | 減碼 | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 13,728 | $34.2 萬 | 0.1% | −1,418−9.4% | 減碼 | – |
| DTEDte Energy Co | COM | 2,304 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 2,336 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| NINisource Inc. | COM | 7,157 | $31.0 萬 | 0.1% | +265+3.8% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,730 | $30.2 萬 | 0.1% | +6+0.2% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 3,065 | $30.0 萬 | 0.1% | +172+5.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,932 | $30.0 萬 | 0.1% | +81+4.4% | 加碼 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 6,946 | $28.9 萬 | 0.1% | +98+1.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,127 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| ELVElevance Health, Inc. | Stock | 869 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SYKStryker Corp | Stock | 743 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 574 | $27.4 萬 | 0.1% | −6−1.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 6,311 | $27.4 萬 | 0.1% | +210+3.4% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,389 | $27.4 萬 | 0.1% | −150−5.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 660 | $26.7 萬 | 0.1% | +52+8.6% | 加碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。