Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 127
- 較 2025 年第 3 季 +7
- 總值
- $3.88 億
- 較 2025 年第 3 季 +$5,332 萬 (+15.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 248,504 | $7,680 萬 | 19.8% | +29,550+13.5% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 170,508 | $3,257 萬 | 8.4% | +4,326+2.6% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 609,370 | $2,932 萬 | 7.6% | +6,300+1.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 304,672 | $2,011 萬 | 5.2% | +219,477+257.6% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 142,661 | $1,522 萬 | 3.9% | +12,887+9.9% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 549,959 | $1,302 萬 | 3.4% | +21,452+4.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 34,626 | $941.3 萬 | 2.4% | +473+1.4% | 加碼 | 歷史 |
| iShares Inc464286178 | US INTL HGH YLD | 196,093 | $904.6 萬 | 2.3% | +12,739+6.9% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 91,754 | $903.8 萬 | 2.3% | −1,662−1.8% | 減碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 218,856 | $903.2 萬 | 2.3% | +13,911+6.8% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 133,486 | $900.1 萬 | 2.3% | +5,311+4.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 175,673 | $848.9 萬 | 2.2% | +10,212+6.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 56,232 | $676.7 萬 | 1.7% | +19,959+55.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 33,820 | $630.7 萬 | 1.6% | +4,761+16.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 12,631 | $610.9 萬 | 1.6% | +3,044+31.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,507 | $591.9 萬 | 1.5% | +1,559+39.5% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 98,986 | $466.0 萬 | 1.2% | +4,227+4.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 12,897 | $446.4 萬 | 1.2% | +1,380+12.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,148 | $442.8 萬 | 1.1% | −1,772−11.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 19,171 | $442.5 萬 | 1.1% | +2,313+13.7% | 加碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 175,530 | $440.2 萬 | 1.1% | −451−0.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 13,002 | $419.0 萬 | 1.1% | +2,966+29.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,152 | $406.1 萬 | 1.0% | +1,767+40.3% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 127,038 | $400.3 萬 | 1.0% | −2,111−1.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 19,196 | $397.3 萬 | 1.0% | +618+3.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 11,137 | $390.6 萬 | 1.0% | +2,212+24.8% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 6,826 | $389.7 萬 | 1.0% | +1,412+26.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,675 | $382.3 萬 | 1.0% | +8,481+46.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,376 | $331.7 萬 | 0.9% | −858−10.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 29,753 | $279.0 萬 | 0.7% | +9,953+50.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,475 | $275.2 萬 | 0.7% | +1,098+25.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,111 | $275.0 萬 | 0.7% | +5,505+64.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,997 | $267.4 萬 | 0.7% | +2,853+13.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,819 | $243.1 萬 | 0.6% | +828+41.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,322 | $233.2 萬 | 0.6% | −71−1.0% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,745 | $204.7 萬 | 0.5% | −183−0.8% | 減碼 | – |
| AMPAmeriprise Financial Inc | COM | 3,512 | $172.2 萬 | 0.4% | +374+11.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 21,167 | $163.0 萬 | 0.4% | +1,331+6.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 48,069 | $162.5 萬 | 0.4% | +1,405+3.0% | 加碼 | – |
| WPCW. P. Carey Inc. | COM | 23,709 | $152.6 萬 | 0.4% | −317−1.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,370 | $140.1 萬 | 0.4% | +125+1.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,454 | $131.1 萬 | 0.3% | −592−4.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,472 | $129.1 萬 | 0.3% | +2,366+14.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 6,464 | $126.1 萬 | 0.3% | +1,244+23.8% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,444 | $125.3 萬 | 0.3% | +1,351+16.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,090 | $124.3 萬 | 0.3% | −88−1.1% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 10,982 | $115.3 萬 | 0.3% | +2,463+28.9% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 22,368 | $112.5 萬 | 0.3% | −5,801−20.6% | 減碼 | – |
| LENLennar Corp | CL A | 9,909 | $101.9 萬 | 0.3% | +1,771+21.8% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,903 | $100.7 萬 | 0.3% | −387−3.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,508 | $97.8 萬 | 0.3% | +802+2.5% | 加碼 | – |
| CMAComerica Inc | COM | 11,069 | $96.2 萬 | 0.2% | +11,069 | 新進 | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $94.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,283 | $87.5 萬 | 0.2% | +13+1.0% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 19,188 | $87.3 萬 | 0.2% | −258−1.3% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,622 | $82.8 萬 | 0.2% | +35+1.0% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,127 | $80.1 萬 | 0.2% | −106−0.4% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,703 | $80.1 萬 | 0.2% | +1,910+240.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,902 | $78.6 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,715 | $74.2 萬 | 0.2% | 00.0% | 不變 | – |
| JBLJabil Inc | Stock | 3,115 | $71.0 萬 | 0.2% | −185−5.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 24,070 | $69.4 萬 | 0.2% | +3,386+16.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,627 | $68.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,219 | $66.4 萬 | 0.2% | +10.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,152 | $65.8 萬 | 0.2% | +60+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,946 | $65.2 萬 | 0.2% | +7+0.4% | 加碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,314 | $63.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,064 | $57.7 萬 | 0.1% | −1,488−11.0% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,252 | $57.4 萬 | 0.1% | −808−6.2% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,342 | $55.9 萬 | 0.1% | +163+3.9% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,555 | $55.5 萬 | 0.1% | −936−14.4% | 減碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 10,686 | $55.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 8,891 | $47.9 萬 | 0.1% | −228−2.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 678 | $46.4 萬 | 0.1% | +23+3.5% | 加碼 | – |
| SAIASaia Inc | COM | 1,370 | $44.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,445 | $43.4 萬 | 0.1% | −266−4.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 575 | $43.3 萬 | 0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 3,365 | $42.2 萬 | 0.1% | +34+1.0% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,193 | $41.8 萬 | 0.1% | −2−0.1% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 1,673 | $40.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,045 | $39.7 萬 | 0.1% | +2,045 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 15,876 | $39.4 萬 | 0.1% | +6,999+78.8% | 加碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 7,029 | $38.2 萬 | 0.1% | +197+2.9% | 加碼 | – |
| COHRCoherent Corp. | COM | 2,064 | $38.1 萬 | 0.1% | +2,064 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,542 | $37.7 萬 | 0.1% | −45−0.7% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 1,196 | $36.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,735 | $35.5 萬 | 0.1% | +19+0.5% | 加碼 | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,866 | $34.0 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 591 | $33.8 萬 | 0.1% | +17+3.0% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,672 | $32.9 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| LOWLowes Companies Inc | Stock | 1,363 | $32.9 萬 | 0.1% | −6−0.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 12,799 | $31.9 萬 | 0.1% | −929−6.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,704 | $31.0 萬 | 0.1% | −26−1.0% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 869 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 7,100 | $30.2 萬 | 0.1% | +154+2.2% | 加碼 | – |
| NINisource Inc. | COM | 7,157 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DTEDte Energy Co | COM | 2,304 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SHOPShopify Inc. | Stock | 1,776 | $28.6 萬 | 0.1% | +215+13.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,127 | $28.2 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 6,311 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。