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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 95 项建仓 5增持 42减持 44清仓 4

方向

标的

Δ市值

现股数(环比)

增持

VONE VANGUARD RUSSELL 1000 ETF

+$17.6M

211,402 +46%

减持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

-$17.0M

131,273 -70%

增持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

+$9.7M

311,019

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

EWU ISHARES MSCI UNITED KINGDOM ETF

-$8.7M

6,466 -98%

增持

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$7.5M

324,094 +154%

增持

FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF

+$7.3M

224,023 +112%

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$5.7M

93,466 -41%

减持

ICVT ISHARES CONVERTIBLE BOND ETF

-$4.7M

3,237 -95%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$4.0M

659,139 +29%

增持

ILTB ISHARES CORE 10 YEAR USD BOND ETF

+$3.8M

279,061 +22%

减持

VTV VANGUARD VALUE ETF

-$3.1M

160,241 -18%

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$2.5M

43,425 -26%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$1.2M

63,615 +64%

增持

MSFT MICROSOFT CORP COM

+$1.1M

8,095 +32%

增持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$1.0M

140,030 +13%

清仓

— ACTIVISION BLIZZARD INC COM

-$867.4K

0 -100%

增持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$804.7K

92,703 +7%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$802.3K

148,683 +15%

增持

AAPL APPLE INC COM

+$786.9K

28,915 +4%

增持

— EXXON MOBIL CORP COM

+$452.6K

21,922 +48%

增持

AMZN AMAZON COM INC COM

+$440.4K

9,031 +23%

建仓

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$407.3K

1,142

清仓

SDY SPDR S&P DIVIDEND ETF

-$398.3K

0 -100%

建仓

HD HOME DEPOT INC COM

+$395.0K

1,140

增持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$388.4K

73,287 +8%

减持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-$364.2K

46,783 -23%

清仓

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-$361.3K

0 -100%

建仓

META META PLATFORMS INC CL A

+$344.1K

972

清仓

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

-$339.3K

0 -100%

增持

JPM JPMORGAN CHASE & CO COM

+$336.8K

4,882 +43%

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$287.7K

27,567 -20%

增持

PG PROCTER AND GAMBLE CO COM

+$281.8K

7,274 +35%

增持

NVDA NVIDIA CORPORATION COM

+$274.8K

1,023 +92%

增持

LLY ELI LILLY & CO COM

+$265.7K

904 +86%

增持

UNH UNITEDHEALTH GROUP INC COM

+$250.0K

926 +97%

增持

JNJ JOHNSON & JOHNSON COM

+$248.7K

3,517 +81%

增持

CVX CHEVRON CORP NEW COM

+$244.8K

3,065 +143%

增持

TSLA TESLA INC COM

+$214.8K

4,853 +23%

增持

GOOGL ALPHABET INC CAP STK CL A

+$214.6K

8,090 +16%

建仓

EWQ ISHARES MSCI FRANCE ETF

+$214.5K

5,475

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$213.7K

16,968 -16%

减持

WPC WP CAREY INC COM

+$208.1K

28,536 -6%

增持

V VISA INC COM CL A

+$203.7K

4,266 +8%

增持

MA MASTERCARD INCORPORATED CL A

+$201.7K

2,826 +12%

建仓

WEC WEC ENERGY GROUP INC COM

+$200.7K

2,385

增持

MRK MERCK & CO INC COM

+$174.3K

10,556 +11%

增持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$160.0K

36,449 +5%

减持

DIS DISNEY WALT CO COM

-$157.8K

9,229 -25%

减持

VTEB VANGUARD TAX-EXEMPT BOND ETF

-$147.3K

20,911 -17%

减持

ABT ABBOTT LABS COM

-$146.8K

3,150 -38%

减持

AVGO BROADCOM INC COM

+$145.7K

942 -14%

减持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$142.9K

12,058 -24%

减持

PFE PFIZER INC COM

-$140.1K

27,705 -2%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$139.2K

24,420 -22%

减持

RMD RESMED INC COM

-$126.7K

4,226 -27%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$122.2K

25,428 -1%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$110.0K

29,817 -15%

减持

EWI ISHARES MSCI ITALY ETF

-$107.9K

8,998 -34%

减持

EOG EOG RES INC COM

-$101.7K

6,053 -8%

减持

EWG ISHARES MSCI GERMANY ETF

-$101.5K

9,253 -36%

减持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$95.1K

22,225 -1%

减持

UPS UNITED PARCEL SERVICE INC CL B

-$81.2K

4,859 -10%

减持

KO COCA COLA CO COM

-$72.2K

13,513 -13%

减持

LEN LENNAR CORP CL A

-$71.2K

4,968 -31%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$70.5K

3,945 +0%

减持

SCHM SCHWAB U.S. MID-CAP ETF

+$65.8K

13,771 -4%

增持

MCD MCDONALDS CORP COM

+$63.7K

1,840 +1%

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$63.5K

9,574 -8%

减持

TJX TJX COS INC NEW COM

-$62.2K

8,297 -12%

增持

SPY SPDR S&P 500 ETF TRUST

+$62.1K

1,135 +2%

增持

NFLX NETFLIX INC COM

+$61.1K

545 +1%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$55.9K

3,951 -8%

增持

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

+$53.9K

4,692 +0%

增持

CSCO CISCO SYS INC COM

-$51.2K

19,806 +1%

减持

APH AMPHENOL CORP NEW CL A

-$50.8K

7,863 -20%

增持

— ACCENTURE PLC IRELAND SHS CLASS A

+$47.2K

888 +3%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

-$45.7K

5,036 -18%

增持

ABBV ABBVIE INC COM

+$40.8K

3,802 +3%

增持

F FORD MTR CO DEL COM

+$36.9K

16,476 +25%

增持

ELV ELEVANCE HEALTH INC COM

+$36.4K

900 +1%

减持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

-$35.2K

9,923 -17%

减持

AMP AMERIPRISE FINL INC COM

+$34.8K

3,184 -11%

减持

HON HONEYWELL INTL INC COM

-$34.7K

4,240 -15%

增持

EIX EDISON INTL COM

+$32.1K

3,805 +0%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

+$31.8K

9,095 -1%

增持

JBL JABIL INC COM

+$25.3K

3,628 +5%

减持

IWR ISHARES RUSSELL MIDCAP ETF

+$24.0K

3,029 -1%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$20.9K

2,799 +0%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

+$16.5K

4,579 -1%

增持

CMCSA COMCAST CORP NEW CL A

+$16.1K

5,527 +8%

减持

LOW LOWES COS INC COM

+$14.8K

1,243 -1%

减持

XLF FINANCIAL SELECT SECTOR SPDR FUND

+$14.3K

6,075 -6%

减持

PGX INVESCO PREFERRED ETF

-$10.9K

21,008 -9%

减持

BSV VANGUARD SHORT-TERM BOND ETF

+$3.5K

3,627 -1%

减持

EWJ ISHARES MSCI JAPAN ETF

+$398

3,204 -6%