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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 98 项建仓 8增持 54减持 30清仓 6

方向

标的

Δ市值

现股数(环比)

增持

VONE VANGUARD RUSSELL 1000 ETF

+$20.1M

276,617 +31%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$17.4M

354,760 +170%

减持

ILTB ISHARES CORE 10PLUS YEAR USD BOND ETF

-$14.1M

10,736

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

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$9.5M

40,953 -87%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$8.5M

181,779 +94%

减持

VTV VANGUARD VALUE ETF

-$6.7M

106,014 -34%

减持

FNDA SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF

-$6.5M

102,823 -54%

增持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

+$6.3M

133,163 +2544%

增持

ICVT ISHARES CONVERTIBLE BOND ETF

+$6.2M

80,643 +2391%

增持

IJH ISHARES CORE S&P MID-CAP ETF

-$4.3M

126,828 +192%

增持

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$3.5M

377,496 +16%

减持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

-$3.0M

529,940 -20%

增持

META META PLATFORMS INC CL A

+$888.4K

2,538 +161%

增持

UNH UNITEDHEALTH GROUP INC COM

+$835.1K

2,673 +189%

增持

JNJ JOHNSON & JOHNSON COM

+$826.9K

8,712 +148%

清仓

PFE PFIZER INC COM

-$797.6K

0 -100%

清仓

RMD RESMED INC COM

-$727.0K

0 -100%

增持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$608.5K

102,088 +10%

增持

— EXXON MOBIL CORP COM

+$487.0K

23,045 +5%

增持

NVDA NVIDIA CORPORATION COM

+$473.8K

1,085 +6%

增持

AMZN AMAZON COM INC COM

+$408.4K

9,871 +9%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$407.4K

157,723 +6%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$400.6K

11,799 -30%

增持

PG PROCTER AND GAMBLE CO COM

+$352.8K

8,744 +20%

增持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$340.4K

148,009 +6%

建仓

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$327.8K

3,252

增持

GOOGL ALPHABET INC CAP STK CL A

+$327.6K

9,658 +19%

减持

WPC WP CAREY INC COM

-$299.1K

27,468 -4%

增持

AAPL APPLE INC COM

-$286.4K

30,795 +7%

增持

MRK MERCK & CO INC COM

+$254.8K

10,653 +1%

建仓

COF CAPITAL ONE FINL CORP COM

+$243.4K

1,635

建仓

SYK STRYKER CORPORATION COM

+$235.8K

659

增持

LLY ELI LILLY & CO COM

+$231.5K

975 +8%

建仓

— ARISTA NETWORKS INC COM

+$230.5K

795

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$228.0K

23,018 -17%

增持

MA MASTERCARD INCORPORATED CL A

+$222.7K

2,965 +5%

建仓

CAT CATERPILLAR INC COM

+$221.7K

605

增持

JPM JPMORGAN CHASE & CO COM

+$221.2K

5,250 +8%

清仓

EWQ ISHARES MSCI FRANCE ETF

-$214.5K

0 -100%

清仓

EWU ISHARES MSCI UNITED KINGDOM ETF

-$213.7K

0 -100%

清仓

EWJ ISHARES MSCI JAPAN ETF

-$205.5K

0 -100%

建仓

QLD PROSHARES ULTRA QQQ

+$204.4K

2,336

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$202.0K

25,090 +20%

减持

DIS DISNEY WALT CO COM

+$201.2K

8,455 -8%

清仓

WEC WEC ENERGY GROUP INC COM

-$200.7K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$198.9K

1,442 +26%

建仓

NI NISOURCE INC COM

+$197.9K

7,153

减持

MSFT MICROSOFT CORP COM

-$187.9K

6,789 -16%

减持

AVGO BROADCOM INC COM

+$181.3K

931 -1%

减持

AMP AMERIPRISE FINL INC COM

+$180.9K

3,171 -0%

增持

V VISA INC COM CL A

+$177.6K

4,616 +8%

增持

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$167.2K

41,123 +13%

增持

CVX CHEVRON CORP NEW COM

+$163.0K

3,932 +28%

增持

EOG EOG RES INC COM

+$161.8K

6,993 +16%

增持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$156.2K

77,473 +6%

增持

HD HOME DEPOT INC COM

+$146.9K

1,413 +24%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$139.0K

25,403 -0%

增持

TSLA TESLA INC COM

-$136.3K

6,084 +25%

增持

LEN LENNAR CORP CL A

+$130.2K

5,062 +2%

增持

TJX TJX COS INC NEW COM

+$109.7K

8,756 +6%

增持

ABBV ABBVIE INC COM

+$103.5K

3,804 +0%

减持

— EATON CORP PLC SHS

+$87.4K

1,253 -1%

减持

APH AMPHENOL CORP NEW CL A

+$77.4K

7,428 -6%

增持

KO COCA COLA CO COM

+$76.7K

14,270 +6%

增持

NFLX NETFLIX INC COM

+$69.9K

552 +1%

增持

SPY SPDR S&P 500 ETF TRUST

+$66.9K

1,159 +2%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$62.3K

28,007 -6%

增持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

+$61.6K

22,366 +1%

减持

BSV VANGUARD SHORT-TERM BOND ETF

-$61.6K

2,840 -22%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$61.2K

66,003 +4%

增持

IYW ISHARES U.S. TECHNOLOGY ETF

+$60.6K

4,034 +2%

增持

UPS UNITED PARCEL SERVICE INC CL B

+$57.6K

5,528 +14%

增持

F FORD MTR CO DEL COM

+$57.1K

19,423 +18%

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$49.1K

12,135 -12%

增持

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

+$48.0K

4,698 +0%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$47.3K

22,468 -8%

增持

XLE ENERGY SELECT SECTOR SPDR FUND

+$44.9K

3,984 +1%

减持

ELV ELEVANCE HEALTH INC COM

+$40.2K

896 -0%

增持

HON HONEYWELL INTL INC COM

+$36.7K

4,511 +6%

减持

LOW LOWES COS INC COM

+$31.6K

1,210 -3%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$26.1K

47,781 +2%

减持

PGX INVESCO PREFERRED ETF

-$24.3K

18,238 -13%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$24.0K

2,805 +0%

增持

MCD MCDONALDS CORP COM

-$23.9K

1,850 +1%

减持

CMCSA COMCAST CORP NEW CL A

-$23.5K

5,048 -9%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$23.5K

10,686 +8%

减持

JBL JABIL INC COM

+$23.1K

3,623 -0%

建仓

ENZC ENZOLYTICS INC COM

+$20.7K

1,953,775

增持

IWR ISHARES RUSSELL MIDCAP ETF

+$19.6K

3,033 +0%

减持

XLF FINANCIAL SELECT SECTOR SPDR FUND

+$13.8K

5,751 -5%

增持

ABT ABBOTT LABS COM

+$11.4K

3,151 +0%

减持

EWI ISHARES MSCI ITALY ETF

+$10.5K

8,371 -7%

增持

CSCO CISCO SYS INC COM

+$10.3K

20,254 +2%

增持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$6.7K

9,575 +0%

减持

EIX EDISON INTL COM

-$3.9K

3,791 -0%

减持

EWG ISHARES MSCI GERMANY ETF

-$3.4K

8,546 -8%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

+$2.7K

4,391 -4%

减持

IBB ISHARES BIOTECHNOLOGY ETF

+$1.4K

1,712 -0%