Hilltop Partners LLC

报告期 2026-03-31 · CIK 0001957867

持仓数

126

前50大市值合计

$358.4M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4

23Q1 调仓2022-12-31 → 2023-03-31 · 共 62 项建仓 13增持 25减持 22清仓 2

方向

标的

Δ市值

现股数(环比)

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$31.9M

72,156 -86%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$21.9M

229,634 +2200%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$11.6M

520,471

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

EWG ISHARES MSCI GERMANY ETF

+$10.2M

358,043

减持

XLU UTILITIES SELECT SECTOR SPDR FUND

-$9.4M

6,489 -95%

减持

EWJ ISHARES MSCI JAPAN ETF

-$9.3M

8,542 -95%

建仓

XLF FINANCIAL SELECT SECTOR SPDR FUND

+$9.0M

278,498

减持

EWQ ISHARES MSCI FRANCE ETF

-$8.7M

10,996 -96%

建仓

EWI ISHARES MSCI ITALY ETF

+$8.7M

284,521

增持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$6.7M

278,698 +127%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

+$5.5M

191,641 +513%

建仓

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$5.3M

127,940

建仓

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$5.2M

120,927

建仓

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$5.1M

82,586

建仓

ICVT ISHARES CONVERTIBLE BOND ETF

+$4.9M

68,098

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$4.7M

29,619 -41%

减持

VTV VANGUARD VALUE ETF

-$4.1M

142,543 -16%

建仓

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$3.3M

64,698

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$2.6M

11,467 -75%

增持

VONE VANGUARD RUSSELL 1000 ETF

+$2.4M

122,562 +4%

增持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

+$1.6M

199,392 +7%

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$1.6M

20,838 -42%

增持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$1.5M

46,967 +162%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$1.2M

42,088 +148%

增持

AAPL APPLE INC COM

+$734.6K

20,820 +0%

建仓

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$715.4K

14,122

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$638.9K

51,990 -32%

增持

XLE ENERGY SELECT SECTOR SPDR FUND

+$574.1K

120,881 +12%

建仓

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$518.6K

15,961

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$446.5K

18,979 -28%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$418.7K

58,427 +5%

清仓

EWU ISHARES MSCI UNITED KINGDOM ETF

-$393.7K

0 -100%

增持

TSLA TESLA INC COM

+$315.4K

3,684 +1%

建仓

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$315.2K

12,589

增持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$243.0K

40,330 +13%

清仓

JNJ JOHNSON & JOHNSON COM

-$226.1K

0 -100%

建仓

ROK ROCKWELL AUTOMATION INC COM

+$208.5K

711

增持

MSFT MICROSOFT CORP COM

+$141.4K

2,895 +0%

减持

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

-$102.9K

9,339 -32%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

-$89.1K

13,189 -15%

减持

IYW ISHARES U.S. TECHNOLOGY ETF

+$70.7K

4,345 -3%

建仓

— CREDIT SUISSE GROUP SPONSORED ADR

+$70.1K

78,782

增持

AMZN AMAZON COM INC COM

+$68.0K

3,476 +0%

减持

ABT ABBOTT LABS COM

-$50.0K

5,064 -1%

减持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$42.3K

2,470 -6%

增持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$36.1K

30,744 +1%

增持

MCD MCDONALDS CORP COM

+$33.2K

1,823 +1%

减持

PG PROCTER AND GAMBLE CO COM

-$32.8K

4,943 -2%

减持

WPC WP CAREY INC COM

-$31.3K

36,391 -0%

增持

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

+$28.4K

4,799 +0%

减持

SPY SPDR S&P 500 ETF TRUST

+$27.0K

1,075 -0%

增持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

+$23.0K

5,792 +2%

增持

F FORD MTR CO DEL COM

+$14.4K

13,642 +1%

减持

— ACCENTURE PLC IRELAND SHS CLASS A

+$14.3K

883 -1%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$11.4K

1,848 -3%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$6.7K

2,785 +0%

增持

ABBV ABBVIE INC COM

-$6.0K

3,079 +0%

减持

IWR ISHARES RUSSELL MIDCAP ETF

+$3.4K

3,164 -2%

增持

JPM JPMORGAN CHASE & CO COM

-$3.2K

2,700 +2%

增持

LOW LOWES COS INC COM

+$1.5K

1,262 +0%

增持

— EXXON MOBIL CORP COM

-$1.4K

2,483 +0%

减持

PGX INVESCO PREFERRED ETF

-$419

37,337 -3%