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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 98 项建仓 36增持 30减持 27清仓 5

方向

标的

Δ市值

现股数(环比)

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$18.5M

356,660 +510%

建仓

ILTB ISHARES CORE 10 YEAR USD BOND ETF

+$12.1M

229,102

增持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$12.0M

310,282

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。

减持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

-$11.0M

43,003 -92%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$9.6M

4,857 -96%

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$9.5M

136,282 -41%

减持

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$8.7M

7,432 -97%

建仓

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$5.6M

113,733

清仓

ICVT ISHARES CONVERTIBLE BOND ETF

-$4.9M

0 -100%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$3.7M

23,486 -67%

增持

VONE VANGUARD RUSSELL 1000 ETF

+$2.0M

123,203 +1%

增持

AAPL APPLE INC COM

+$1.7M

26,350 +27%

减持

EWG ISHARES MSCI GERMANY ETF

-$1.3M

312,217 -13%

增持

— EXXON MOBIL CORP COM

+$1.3M

14,253 +474%

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$1.2M

177,596 -11%

增持

MSFT MICROSOFT CORP COM

+$968.3K

5,295 +83%

减持

VTV VANGUARD VALUE ETF

-$908.4K

132,148 -7%

建仓

CSCO CISCO SYS INC COM

+$870.8K

16,831

建仓

DIS DISNEY WALT CO COM

+$812.1K

9,096

建仓

MA MASTERCARD INCORPORATED CL A

+$785.4K

1,997

建仓

HON HONEYWELL INTL INC COM

+$777.1K

3,745

建仓

MRK MERCK & CO INC COM

+$759.7K

6,584

建仓

AVGO BROADCOM INC COM

+$736.4K

849

建仓

PFE PFIZER INC COM

+$735.3K

20,046

建仓

V VISA INC COM CL A

+$693.4K

2,920

建仓

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND

+$679.6K

10,686

减持

WPC WP CAREY INC COM

-$676.0K

31,711 -13%

建仓

UPS UNITED PARCEL SERVICE INC CL B

+$674.7K

3,764

增持

AMP AMERIPRISE FINL INC COM

+$665.6K

3,091 +162%

建仓

KO COCA COLA CO COM

+$664.5K

11,035

建仓

EOG EOG RES INC COM

+$663.4K

5,797

建仓

TJX TJX COS INC NEW COM

+$659.1K

7,773

建仓

APH AMPHENOL CORP NEW CL A

+$658.2K

7,748

建仓

GOOGL ALPHABET INC CAP STK CL A

+$646.4K

5,400

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$644.9K

14,767 -29%

建仓

— ACTIVISION BLIZZARD INC COM

+$641.1K

7,605

建仓

LEN LENNAR CORP CL A

+$639.1K

5,100

建仓

RMD RESMED INC COM

+$620.1K

2,838

增持

EWI ISHARES MSCI ITALY ETF

+$587.4K

290,461 +2%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$567.6K

4,096 -64%

建仓

DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND

+$556.6K

15,068

增持

AMZN AMAZON COM INC COM

+$529.1K

6,813 +96%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$503.7K

138,717 +8%

增持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$441.1K

89,723 +9%

清仓

XLU UTILITIES SELECT SECTOR SPDR FUND

-$439.3K

0 -100%

建仓

SDY SPDR S&P DIVIDEND ETF

+$424.5K

3,463

增持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$395.2K

131,214 +9%

建仓

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

+$384.7K

4,080

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$369.3K

40,129 -23%

建仓

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

+$346.4K

9,052

建仓

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND

+$312.5K

10,855

减持

EWJ ISHARES MSCI JAPAN ETF

-$277.4K

3,617 -58%

建仓

JNJ JOHNSON & JOHNSON COM

+$267.3K

1,615

建仓

SAIA SAIA INC COM

+$236.3K

690

建仓

NFLX NETFLIX INC COM

+$235.2K

534

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$232.0K

183,500 -4%

增持

TSLA TESLA INC COM

+$229.9K

3,798 +3%

清仓

SRE SEMPRA COM

-$228.9K

0 -100%

清仓

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

-$224.7K

0 -100%

建仓

LLY LILLY ELI & CO COM

+$221.0K

471

建仓

CMCSA COMCAST CORP NEW CL A

+$205.0K

4,933

建仓

SYK STRYKER CORPORATION COM

+$201.0K

659

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$191.5K

18,058 +28%

减持

EWQ ISHARES MSCI FRANCE ETF

-$183.9K

6,015 -45%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

-$181.1K

10,535 -20%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

-$177.8K

27,695 -10%

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$174.1K

15,678 -17%

建仓

T AT&T INC COM

+$160.7K

10,074

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$147.4K

27,773 -6%

减持

PGX INVESCO PREFERRED ETF

-$129.2K

26,333 -29%

增持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$102.2K

43,458 +8%

增持

JPM JPMORGAN CHASE & CO COM

+$84.7K

3,002 +11%

清仓

— CREDIT SUISSE GROUP SPONSORED ADR

-$70.1K

0 -100%

减持

IYW ISHARES U.S. TECHNOLOGY ETF

+$64.3K

4,295 -1%

增持

PG PROCTER AND GAMBLE CO COM

+$63.5K

5,263 +6%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

-$62.6K

5,077 -12%

增持

F FORD MTR CO DEL COM

+$58.6K

15,232 +12%

增持

SPY SPDR S&P 500 ETF TRUST

+$58.1K

1,123 +4%

减持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

-$55.7K

10,377 -18%

增持

ABT ABBOTT LABS COM

+$42.6K

5,094 +1%

建仓

NLST NETLIST INC COM

+$38.5K

10,796

增持

LOW LOWES COS INC COM

+$36.8K

1,281 +2%

增持

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

+$35.7K

4,806 +0%

增持

MCD MCDONALDS CORP COM

+$35.1K

1,826 +0%

建仓

ENZC ENZOLYTICS INC COM

+$30.0K

624,810

增持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

+$24.4K

48,109 +2%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

+$20.7K

267,272 -4%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$16.2K

42,953 +2%

减持

— ACCENTURE PLC IRELAND SHS CLASS A

+$13.3K

861 -2%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$12.8K

16,547 +4%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$11.3K

2,791 +0%

减持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$10.8K

2,354 -5%

增持

ELV ELEVANCE HEALTH INC COM

-$10.6K

891 +1%

减持

IWR ISHARES RUSSELL MIDCAP ETF

+$9.3K

3,156 -0%

增持

ABBV ABBVIE INC COM

+$7.1K

3,694 +20%

建仓

HHDS HIGHLANDS REIT INC COM

+$6.0K

21,530

增持

IBB ISHARES BIOTECHNOLOGY ETF

-$2.0K

1,864 +1%

建仓

— NORTH AMERN CANNABIS HLDGS INC COM

+$335

3,350,250