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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 94 项建仓 7增持 42减持 36清仓 9

方向

标的

Δ市值

现股数(环比)

减持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

-$12.0M

67,906 -78%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$10.5M

510,611 +1087%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$10.4M

31,212

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

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$9.0M

34,633 -80%

建仓

EWU ISHARES MSCI UNITED KINGDOM ETF

+$9.0M

282,885

减持

EWI ISHARES MSCI ITALY ETF

-$8.8M

13,584 -95%

减持

EWG ISHARES MSCI GERMANY ETF

-$8.5M

14,361 -95%

增持

VTV VANGUARD VALUE ETF

+$8.3M

196,416 +49%

增持

IJH ISHARES CORE S&P MID-CAP ETF

+$7.3M

58,336 +110%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

-$5.3M

6,153 -95%

建仓

FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF

+$5.1M

105,626

建仓

ICVT ISHARES CONVERTIBLE BOND ETF

+$5.0M

66,906

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$5.0M

40,220 -78%

建仓

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$4.5M

127,749

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$3.8M

430,588 +21%

增持

VONE VANGUARD RUSSELL 1000 ETF

+$3.4M

144,934 +18%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$1.7M

159,640 +17%

减持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$1.7M

15,825 -67%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$1.4M

60,416 +265%

增持

ILTB ISHARES CORE 10 YEAR USD BOND ETF

-$1.2M

229,372 +0%

减持

WPC WP CAREY INC COM

-$501.0K

30,351 -4%

减持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

-$481.9K

86,294 -4%

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$463.5K

10,431 -29%

减持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

-$453.7K

34,854 -20%

减持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

-$410.7K

124,355 -5%

减持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

-$376.1K

129,550 -7%

增持

AAPL APPLE INC COM

-$331.0K

27,919 +6%

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$307.9K

25,255 +40%

减持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

-$273.8K

38,867 -10%

增持

GOOGL ALPHABET INC CAP STK CL A

+$269.1K

6,996 +30%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$250.5K

20,313 -14%

建仓

UNH UNITEDHEALTH GROUP INC COM

+$237.4K

471

清仓

ROK ROCKWELL AUTOMATION INC COM

-$234.1K

0 -100%

增持

RMD RESMED INC COM

+$233.6K

5,773 +103%

建仓

NVDA NVIDIA CORPORATION COM

+$231.9K

533

清仓

EWQ ISHARES MSCI FRANCE ETF

-$231.8K

0 -100%

增持

— ACTIVISION BLIZZARD INC COM

+$226.3K

9,264 +22%

增持

MA MASTERCARD INCORPORATED CL A

+$218.0K

2,534 +27%

增持

MRK MERCK & CO INC COM

+$216.9K

9,486 +44%

增持

V VISA INC COM CL A

+$213.4K

3,943 +35%

建仓

CVX CHEVRON CORP NEW COM

+$212.4K

1,260

增持

— EXXON MOBIL CORP COM

+$210.5K

14,792 +4%

清仓

WEC WEC ENERGY GROUP INC COM

-$209.7K

0 -100%

增持

KO COCA COLA CO COM

+$204.0K

15,515 +41%

增持

PFE PFIZER INC COM

+$202.4K

28,269 +41%

清仓

SYK STRYKER CORPORATION COM

-$201.0K

0 -100%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

-$196.6K

25,725 -7%

增持

TJX TJX COS INC NEW COM

+$181.5K

9,457 +22%

增持

CSCO CISCO SYS INC COM

+$181.0K

19,565 +16%

增持

DIS DISNEY WALT CO COM

+$179.0K

12,228 +34%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$173.7K

34,926 -13%

增持

LEN LENNAR CORP CL A

+$172.6K

7,232 +42%

增持

APH AMPHENOL CORP NEW CL A

+$172.1K

9,886 +28%

增持

UPS UNITED PARCEL SERVICE INC CL B

+$170.6K

5,423 +44%

增持

EOG EOG RES INC COM

+$170.4K

6,578 +13%

增持

AVGO BROADCOM INC COM

+$169.9K

1,091 +29%

清仓

T AT&T INC COM

-$160.7K

0 -100%

增持

AMP AMERIPRISE FINL INC COM

+$147.9K

3,563 +15%

增持

HON HONEYWELL INTL INC COM

+$146.8K

5,001 +34%

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$142.2K

14,354 -8%

增持

MSFT MICROSOFT CORP COM

+$135.0K

6,138 +16%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

-$112.3K

9,182 -13%

减持

F FORD MTR CO DEL COM

-$66.5K

13,201 -13%

增持

MCD MCDONALDS CORP COM

-$63.1K

1,829 +0%

增持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-$62.1K

22,390 +851%

增持

ABT ABBOTT LABS COM

-$61.9K

5,096 +0%

增持

JPM JPMORGAN CHASE & CO COM

+$57.0K

3,403 +13%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

-$54.8K

4,643 -9%

减持

IYW ISHARES U.S. TECHNOLOGY ETF

-$53.8K

3,944 -8%

减持

ABBV ABBVIE INC COM

+$50.6K

3,679 -0%

减持

PGX INVESCO PREFERRED ETF

-$47.5K

23,003 -13%

增持

AMZN AMAZON COM INC COM

+$43.6K

7,330 +8%

增持

LLY ELI LILLY & CO COM

+$40.0K

486 +3%

清仓

NLST NETLIST INC COM

-$38.5K

0 -100%

减持

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$36.4K

6,456 -13%

增持

JNJ JOHNSON & JOHNSON COM

+$35.2K

1,942 +20%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$33.7K

3,670 -10%

增持

NFLX NETFLIX INC COM

-$30.9K

541 +1%

减持

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

-$30.4K

4,669 -3%

清仓

ENZC ENZOLYTICS INC COM

-$30.0K

0 -100%

减持

LOW LOWES COS INC COM

-$27.2K

1,260 -2%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$26.8K

12,019 +16%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$26.6K

1,718 -8%

增持

CMCSA COMCAST CORP NEW CL A

+$21.3K

5,102 +3%

减持

SPY SPDR S&P 500 ETF TRUST

-$20.7K

1,117 -1%

减持

IWR ISHARES RUSSELL MIDCAP ETF

-$19.1K

3,053 -3%

减持

EWJ ISHARES MSCI JAPAN ETF

-$18.8K

3,402 -6%

增持

PG PROCTER AND GAMBLE CO COM

-$14.4K

5,376 +2%

减持

— EATON CORP PLC SHS

+$12.2K

1,264 -1%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$7.1K

4,283 -12%

清仓

HHDS HIGHLANDS REIT INC COM

-$6.0K

0 -100%

减持

RWL INVESCO S&P 500 REVENUE ETF

-$5.3K

2,789 -0%

增持

TSLA TESLA INC COM

-$3.1K

3,961 +4%

清仓

— NORTH AMERN CANNABIS HLDGS INC COM

-$335

0 -100%