Hilltop Partners LLC
- SEC CIK
- 0001957867
- 最新申報
- 2026/8/5
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/5 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 150
- 較 2026 年第 1 季 +24
- 總值
- $4.12 億
- 較 2026 年第 1 季 +$2,268 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 138,127 | $4,679 萬 | 11.3% | −112,775−44.9% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 137,778 | $3,003 萬 | 7.3% | −30,130−17.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,065 | $2,435 萬 | 5.9% | +32,629+7,483.7% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 160,893 | $1,890 萬 | 4.6% | +160,893 | 新進 | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 83,327 | $1,843 萬 | 4.5% | +83,327 | 新進 | – |
| iShares Tr46435G102 | CONV BD ETF | 109,390 | $1,332 萬 | 3.2% | +16,082+17.2% | 加碼 | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 555,583 | $1,302 萬 | 3.2% | −19,961−3.5% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 157,574 | $1,245 萬 | 3.0% | +152,167+2,814.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 36,492 | $1,056 萬 | 2.6% | +459+1.3% | 加碼 | 歷史 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 83,071 | $902.2 萬 | 2.2% | +83,071 | 新進 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 56,256 | $883.0 萬 | 2.1% | +56,256 | 新進 | – |
| iShares Inc464286509 | MSCI CDA ETF | 148,493 | $855.9 萬 | 2.1% | +148,493 | 新進 | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 154,091 | $841.8 萬 | 2.0% | −770,268−83.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 69,487 | $826.8 萬 | 2.0% | −76,214−52.3% | 減碼 | – |
| iShares Inc464286772 | MSCI STH KOR ETF | 40,777 | $823.3 萬 | 2.0% | +40,777 | 新進 | – |
| LLYEli Lilly & Co | Stock | 6,268 | $751.8 萬 | 1.8% | +377+6.4% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 155,925 | $729.9 萬 | 1.8% | +52,970+51.4% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 33,101 | $662.3 萬 | 1.6% | −1,277−3.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 25,225 | $601.2 萬 | 1.5% | −1,284−4.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 15,726 | $586.6 萬 | 1.4% | +941+6.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 20,946 | $532.0 萬 | 1.3% | +2,853+15.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,195 | $497.4 萬 | 1.2% | +1,489+10.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,905 | $496.9 萬 | 1.2% | −814−5.5% | 減碼 | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 197,785 | $487.7 萬 | 1.2% | +17,446+9.7% | 加碼 | – |
| MAMastercard Inc | Stock | 9,385 | $482.0 萬 | 1.2% | +1,774+23.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 13,979 | $479.6 萬 | 1.2% | +1,609+13.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 11,829 | $446.8 萬 | 1.1% | −2,450−17.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,843 | $441.8 萬 | 1.1% | +1,411+21.9% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,232 | $373.1 萬 | 0.9% | +2,622+429.8% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,728 | $367.1 萬 | 0.9% | +880+11.2% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 46,157 | $355.9 萬 | 0.9% | −41,987−47.6% | 減碼 | – |
| WMTWalmart Inc. | Stock | 30,401 | $344.3 萬 | 0.8% | +6,804+28.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,768 | $338.7 萬 | 0.8% | +929+15.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,312 | $311.6 萬 | 0.8% | −10−0.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 41,789 | $298.4 萬 | 0.7% | +11,324+37.2% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,151 | $294.7 萬 | 0.7% | +458+17.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 14,691 | $215.3 萬 | 0.5% | −3,122−17.5% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 21,138 | $203.9 萬 | 0.5% | −301−1.4% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 15,922 | $187.0 萬 | 0.5% | −4,683−22.7% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 4,002 | $183.6 萬 | 0.4% | +295+8.0% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,357 | $182.6 萬 | 0.4% | −288−2.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,386 | $181.6 萬 | 0.4% | −15,853−56.1% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,003 | $171.5 萬 | 0.4% | +9,003 | 新進 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 50,352 | $168.5 萬 | 0.4% | +876+1.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 12,139 | $156.0 萬 | 0.4% | +804+7.1% | 加碼 | 歷史 |
| WPCW. P. Carey Inc. | COM | 21,509 | $153.8 萬 | 0.4% | −421−1.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 18,349 | $149.1 萬 | 0.4% | +820+4.7% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 27,911 | $148.2 萬 | 0.4% | +27,911 | 新進 | – |
| EMREmerson Electric Co | Stock | 10,031 | $143.6 萬 | 0.3% | +826+9.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,280 | $140.6 萬 | 0.3% | +559+6.4% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,893 | $137.9 萬 | 0.3% | +3,893 | 新進 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 35,288 | $134.3 萬 | 0.3% | −87,553−71.3% | 減碼 | – |
| FITBFifth Third Bancorp | COM | 22,323 | $125.8 萬 | 0.3% | −410−1.8% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 9,467 | $122.8 萬 | 0.3% | +77+0.8% | 加碼 | 歷史 |
| JBLJabil Inc | Stock | 3,175 | $122.4 萬 | 0.3% | +10+0.3% | 加碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 18,081 | $116.6 萬 | 0.3% | −816−4.3% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 7,110 | $114.9 萬 | 0.3% | +7,110 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 30,868 | $113.8 萬 | 0.3% | −443−1.4% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 11,583 | $110.5 萬 | 0.3% | −134−1.1% | 減碼 | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 10,686 | $102.9 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,649 | $99.9 萬 | 0.2% | −200−0.7% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 3,694 | $93.2 萬 | 0.2% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,235 | $92.2 萬 | 0.2% | −66−5.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,659 | $92.1 萬 | 0.2% | −29−0.8% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 7,563 | $90.4 萬 | 0.2% | +2,763+57.6% | 加碼依 8 比 1 拆股換算 | – |
| PMPhilip Morris International Inc. | Stock | 4,948 | $89.5 萬 | 0.2% | +46+0.9% | 加碼 | 歷史 |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 12,632 | $84.9 萬 | 0.2% | −126,441−90.9% | 減碼 | – |
| COHRCoherent Corp. | COM | 2,069 | $81.6 萬 | 0.2% | +5+0.2% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,776 | $78.1 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,627 | $76.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 14,512 | $73.4 萬 | 0.2% | −4,978−25.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,951 | $72.2 萬 | 0.2% | +2+0.1% | 加碼 | – |
| SAIASaia Inc | COM | 1,688 | $71.1 萬 | 0.2% | +318+23.2% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 4,055 | $68.9 萬 | 0.2% | +496+13.9% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 16,987 | $68.4 萬 | 0.2% | −215,560−92.7% | 減碼 | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,780 | $68.1 萬 | 0.2% | +461+10.7% | 加碼 | – |
| CATCaterpillar Inc | Stock | 633 | $67.4 萬 | 0.2% | +42+7.1% | 加碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,667 | $67.2 萬 | 0.2% | +353+4.8% | 加碼 | – |
| iShares Inc464286178 | US INTL HGH YLD | 14,771 | $66.9 萬 | 0.2% | −188,247−92.7% | 減碼 | – |
| GEGeneral Electric Co | Stock | 1,725 | $64.5 萬 | 0.2% | +483+38.9% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,338 | $63.9 萬 | 0.2% | +423+3.6% | 加碼 | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,998 | $63.9 萬 | 0.2% | 00.0% | 不變 | – |
| EFTEaton Vance Floating-Rate Income Trust | COM | 34,122 | $62.7 萬 | 0.2% | +7,840+29.8% | 加碼 | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 13,175 | $62.5 萬 | 0.2% | +856+6.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,299 | $62.2 萬 | 0.2% | +123+5.7% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 21,850 | $62.0 萬 | 0.2% | −1,839−7.8% | 減碼 | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 10,686 | $57.8 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 21,507 | $57.0 萬 | 0.1% | +7,774+56.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 889 | $51.6 萬 | 0.1% | +889 | 新進 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 9,112 | $48.4 萬 | 0.1% | +457+5.3% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 6,538 | $47.0 萬 | 0.1% | −55−0.8% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,423 | $43.8 萬 | 0.1% | −543−10.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 553 | $41.4 萬 | 0.1% | −143−20.5% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 594 | $40.8 萬 | 0.1% | +232+64.1% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 4,193 | $40.6 萬 | 0.1% | −479−10.3% | 減碼 | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 6,832 | $40.5 萬 | 0.1% | −197−2.8% | 減碼 | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,817 | $39.2 萬 | 0.1% | −442−10.4% | 減碼 | – |
| INTCIntel Corp | Stock | 2,749 | $38.4 萬 | 0.1% | +2,749 | 新進 | 歷史 |
| PIImpinj Inc | COM | 2,627 | $37.6 萬 | 0.1% | +2,627 | 新進 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,344 | $35.6 萬 | 0.1% | −179,659−96.1% | 減碼 | – |
2026 年第 1 季之後清倉（7 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 50,149 | $850.8 萬 | 2.2% | 歷史 |
| HONHoneywell International Inc | COM | 5,789 | $130.9 萬 | 0.3% | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,030 | $22.9 萬 | 0.1% | – |
| BPBP PLC | ADR | 4,470 | $21.0 萬 | 0.1% | 歷史 |
| NLSTNetlist Inc | Stock | 10,605 | $1.65 萬 | <0.1% | 歷史 |
| Highlands REIT, Inc.43110A104 | COM | 16,014 | $4,964 | <0.1% | – |
| Enzolytics Inc Com294112107 | Common Stock | 1,905,655 | $572 | <0.1% | – |