Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/12 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 126
- 較 2025 年第 4 季 −1
- 總值
- $3.90 億
- 較 2025 年第 4 季 +$165.9 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 250,902 | $7,405 萬 | 19.0% | +2,398+1.0% | 加碼 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 924,359 | $4,566 萬 | 11.7% | +314,989+51.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 167,908 | $3,294 萬 | 8.5% | −2,600−1.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 145,701 | $1,427 萬 | 3.7% | +3,040+2.1% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 575,544 | $1,342 萬 | 3.4% | +25,585+4.7% | 加碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 93,308 | $949.8 萬 | 2.4% | +1,554+1.7% | 加碼 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 232,547 | $933.4 萬 | 2.4% | +13,691+6.3% | 加碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 203,018 | $915.8 萬 | 2.4% | +6,925+3.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,033 | $914.5 萬 | 2.3% | +1,407+4.1% | 加碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 139,073 | $913.6 萬 | 2.3% | +5,587+4.2% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 187,003 | $898.5 萬 | 2.3% | +11,330+6.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 50,149 | $850.8 萬 | 2.2% | −6,083−10.8% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 34,378 | $599.5 萬 | 1.5% | +558+1.6% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 88,144 | $595.2 萬 | 1.5% | −216,528−71.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 26,509 | $552.1 萬 | 1.4% | +7,338+38.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,785 | $547.3 萬 | 1.4% | +2,154+17.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,891 | $541.8 萬 | 1.4% | +384+7.0% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 102,955 | $483.4 萬 | 1.2% | +3,969+4.0% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 180,339 | $449.2 萬 | 1.2% | +4,809+2.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 18,093 | $442.3 萬 | 1.1% | −1,103−5.7% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 14,279 | $442.0 萬 | 1.1% | +1,382+10.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,719 | $423.3 萬 | 1.1% | +571+4.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 28,239 | $407.9 萬 | 1.0% | +1,564+5.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 13,706 | $403.2 萬 | 1.0% | +704+5.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 122,841 | $398.4 萬 | 1.0% | −4,197−3.3% | 減碼 | – |
| MAMastercard Inc | Stock | 7,611 | $380.3 萬 | 1.0% | +785+11.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 12,370 | $373.9 萬 | 1.0% | +1,233+11.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,432 | $368.0 萬 | 0.9% | +280+4.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 23,597 | $293.3 萬 | 0.8% | −400−1.7% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 30,465 | $292.9 萬 | 0.8% | +712+2.4% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 7,848 | $291.8 萬 | 0.7% | +472+6.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,839 | $279.8 萬 | 0.7% | +364+6.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,693 | $268.3 萬 | 0.7% | −126−4.5% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 17,813 | $262.0 萬 | 0.7% | +3,702+26.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,322 | $261.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,439 | $198.8 萬 | 0.5% | −306−1.4% | 減碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 49,476 | $165.9 萬 | 0.4% | +1,407+2.9% | 加碼 | – |
| AMPAmeriprise Financial Inc | COM | 3,707 | $164.7 萬 | 0.4% | +195+5.6% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,605 | $159.9 萬 | 0.4% | −562−2.7% | 減碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 21,930 | $149.0 萬 | 0.4% | −1,779−7.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,721 | $139.3 萬 | 0.4% | +631+7.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,335 | $136.4 萬 | 0.3% | −1,119−9.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 9,390 | $135.8 萬 | 0.3% | −1,592−14.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,645 | $134.5 萬 | 0.3% | +275+2.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,529 | $133.3 萬 | 0.3% | −943−5.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,789 | $130.9 萬 | 0.3% | −675−10.4% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 9,205 | $120.6 萬 | 0.3% | −239−2.5% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 22,733 | $105.6 萬 | 0.3% | +22,733 | 新進 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,717 | $101.5 萬 | 0.3% | −186−1.6% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,490 | $97.2 萬 | 0.2% | −2,878−12.9% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,311 | $96.9 萬 | 0.2% | −1,197−3.7% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $95.5 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 18,897 | $85.5 萬 | 0.2% | −291−1.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,301 | $84.6 萬 | 0.2% | +18+1.4% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 3,165 | $84.1 萬 | 0.2% | +50+1.6% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,902 | $81.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,849 | $81.0 萬 | 0.2% | −278−1.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 3,688 | $80.2 萬 | 0.2% | +66+1.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 23,689 | $67.9 萬 | 0.2% | −381−1.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,176 | $67.6 萬 | 0.2% | +24+1.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,773 | $67.2 萬 | 0.2% | +70+2.6% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 3,694 | $67.0 萬 | 0.2% | −21−0.6% | 減碼 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,314 | $66.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,627 | $65.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,998 | $63.9 萬 | 0.2% | −221−3.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,949 | $62.5 萬 | 0.2% | +3+0.2% | 加碼 | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 12,319 | $58.6 萬 | 0.2% | +255+2.1% | 加碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 10,686 | $57.8 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 11,915 | $55.9 萬 | 0.1% | −337−2.8% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,319 | $52.3 萬 | 0.1% | −23−0.5% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,966 | $49.3 萬 | 0.1% | −589−10.6% | 減碼 | – |
| COHRCoherent Corp. | COM | 2,064 | $49.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SAIASaia Inc | COM | 1,370 | $48.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 16,555 | $48.0 萬 | 0.1% | +679+4.3% | 加碼 | 歷史 |
| EFTEaton Vance Floating-Rate Income Trust | COM | 26,282 | $47.6 萬 | 0.1% | +26,282 | 新進 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 8,655 | $46.1 萬 | 0.1% | −236−2.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 696 | $45.5 萬 | 0.1% | +18+2.7% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 3,559 | $43.7 萬 | 0.1% | +366+11.5% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,593 | $43.5 萬 | 0.1% | +51+0.8% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,407 | $42.9 萬 | 0.1% | −38−0.7% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 600 | $41.9 萬 | 0.1% | +25+4.3% | 加碼 | – |
| CATCaterpillar Inc | Stock | 591 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 4,259 | $40.7 萬 | 0.1% | +524+14.0% | 加碼 | – |
| CVXChevron Corp | Stock | 1,852 | $38.3 萬 | 0.1% | +207+12.6% | 加碼 | 歷史 |
| iShares Inc46434G830 | MSCI ITALY ETF | 7,029 | $37.5 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 13,733 | $36.0 萬 | 0.1% | +3,488+34.0% | 加碼 | – |
| GEGeneral Electric Co | Stock | 1,242 | $35.3 萬 | 0.1% | +46+3.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,367 | $34.6 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| DTEDte Energy Co | COM | 2,304 | $33.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,816 | $33.7 萬 | 0.1% | −50−1.7% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 1,363 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NINisource Inc. | COM | 6,892 | $32.2 萬 | 0.1% | −265−3.7% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,045 | $32.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 6,311 | $32.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 2,693 | $30.9 萬 | 0.1% | −11−0.4% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,673 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IAUiShares Gold Trust | ETF | 3,354 | $29.6 萬 | 0.1% | +117+3.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,771 | $29.0 萬 | 0.1% | −773−11.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 6,127 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,672 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| LENLennar Corp | CL A | 9,909 | $101.9 萬 | 0.3% | 歷史 |
| CMAComerica Inc | COM | 11,069 | $96.2 萬 | 0.2% | 歷史 |
| SHOPShopify Inc. | Stock | 1,776 | $28.6 萬 | 0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 3,218 | $26.3 萬 | 0.1% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,672 | $24.1 萬 | 0.1% | – |
| GOOGAlphabet Inc. | Stock | 654 | $20.5 萬 | 0.1% | 歷史 |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,664 | $20.3 萬 | 0.1% | – |