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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 88 项建仓 5增持 48减持 29清仓 6

方向

标的

Δ市值

现股数(环比)

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$16.3M

15,638 -91%

增持

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$11.1M

640,807 +70%

减持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

-$6.9M

237,489

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。

增持

VONE VANGUARD RUSSELL 1000 ETF

+$6.6M

294,774 +7%

减持

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF

-$6.3M

5,916 -96%

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$2.9M

81,638 -36%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$2.9M

659,735 +24%

减持

VTV VANGUARD VALUE ETF

-$2.1M

94,478 -11%

清仓

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

-$1.8M

0 -100%

增持

AAPL APPLE INC COM

+$1.2M

30,877 +0%

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

+$580.0K

36,909 +47%

增持

AVGO BROADCOM INC COM

+$551.1K

1,111 +19%

清仓

ILTB ISHARES CORE 10PLUS YEAR USD BOND ETF

-$548.7K

0 -100%

增持

NVDA NVIDIA CORPORATION COM

+$489.3K

11,897 +996%

增持

MSFT MICROSOFT CORP COM

+$439.2K

7,373 +9%

增持

AMZN AMAZON COM INC COM

+$376.5K

11,162 +13%

增持

META META PLATFORMS INC CL A

+$363.4K

3,165 +25%

建仓

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF

+$349.7K

7,503

增持

ICVT ISHARES CONVERTIBLE BOND ETF

+$343.6K

86,244 +7%

增持

TSLA TESLA INC COM

+$340.0K

7,123 +17%

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$327.8K

18,268 -21%

增持

LLY ELI LILLY & CO COM

+$312.9K

1,183 +21%

建仓

VOO VANGUARD S&P 500 ETF

+$285.1K

570

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$270.4K

72,264 +9%

减持

GOOGL ALPHABET INC CAP STK CL A

+$267.8K

9,473 -2%

建仓

ESGD ISHARES ESG AWARE MSCI EAFE ETF

+$267.4K

3,395

增持

UNH UNITEDHEALTH GROUP INC COM

+$250.2K

3,088 +16%

增持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$243.3K

155,066 +5%

清仓

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$242.3K

0 -100%

建仓

XLK TECHNOLOGY SELECT SECTOR SPDR FUND

+$230.8K

1,020

建仓

VZ VERIZON COMMUNICATIONS INC COM

+$223.3K

5,415

清仓

CMCSA COMCAST CORP NEW CL A

-$218.8K

0 -100%

清仓

BSV VANGUARD SHORT-TERM BOND ETF

-$217.8K

0 -100%

增持

PG PROCTER AND GAMBLE CO COM

+$215.1K

9,907 +13%

增持

JNJ JOHNSON & JOHNSON COM

+$207.7K

10,850 +25%

增持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$206.7K

106,898 +5%

清仓

NI NISOURCE INC COM

-$197.9K

0 -100%

增持

CVX CHEVRON CORP NEW COM

+$194.0K

5,206 +32%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$193.4K

163,519 +4%

增持

HD HOME DEPOT INC COM

+$188.5K

2,122 +50%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$187.5K

1,951 +35%

增持

JPM JPMORGAN CHASE & CO. COM

+$183.3K

6,105 +16%

增持

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

+$177.1K

109,998 +7%

增持

V VISA INC COM CL A

+$170.0K

5,556 +20%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$151.8K

20,116 -10%

增持

— EXXON MOBIL CORP COM

+$148.0K

24,554 +7%

增持

DIS DISNEY WALT CO COM

-$118.6K

9,225 +9%

增持

MA MASTERCARD INCORPORATED CL A

+$117.0K

3,502 +18%

增持

LEN LENNAR CORP CL A

-$110.9K

5,069 +0%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$108.3K

51,299 +7%

增持

SAIA SAIA INC COM

+$103.4K

1,069 +55%

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$101.1K

3,017 -24%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

-$95.0K

3,510 -20%

增持

JBL JABIL INC COM

-$91.2K

3,624 +0%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$90.9K

10,628 -10%

减持

— ACCENTURE PLC IRELAND SHS CLASS A

-$79.6K

752 -15%

增持

MRK MERCK & CO INC COM

+$77.9K

11,984 +12%

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$76.7K

11,710 -4%

增持

HON HONEYWELL INTL INC COM

+$65.2K

4,641 +3%

减持

WPC WP CAREY INC COM

-$64.6K

26,987 -2%

减持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$62.5K

10,918 -9%

增持

DSI ISHARES MSCI KLD 400 SOCIAL ETF

+$58.7K

3,722 +14%

减持

AMP AMERIPRISE FINL INC COM

-$56.6K

3,122 -2%

减持

IWR ISHARES RUSSELL MIDCAP ETF

-$51.0K

2,517 -17%

减持

PGX INVESCO PREFERRED ETF

-$49.5K

14,471 -21%

增持

MCD MCDONALDS CORP COM

-$45.9K

1,866 +1%

减持

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF

-$43.6K

8,666 -5%

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$43.0K

38,204 -7%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

-$42.4K

24,783 -2%

增持

KO COCA COLA CO COM

+$39.9K

14,343 +1%

增持

SPY SPDR S&P 500 ETF TRUST

+$38.1K

1,184 +2%

增持

NFLX NETFLIX INC COM

+$38.0K

553 +0%

增持

APH AMPHENOL CORP NEW CL A

+$34.7K

13,233 +78%

增持

ABBV ABBVIE INC COM

-$30.9K

3,859 +1%

增持

ABT ABBOTT LABS COM

-$30.6K

3,152 +0%

增持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$30.1K

78,534 +1%

减持

TJX TJX COS INC NEW COM

+$26.0K

8,303 -5%

减持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-$24.0K

20,815 -7%

减持

EWI ISHARES MSCI ITALY ETF

-$23.9K

8,140 -3%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$20.9K

27,422 -2%

减持

EOG EOG RES INC COM

-$19.5K

6,947 -1%

减持

EWG ISHARES MSCI GERMANY ETF

-$17.0K

8,306 -3%

增持

F FORD MTR CO DEL COM

-$12.8K

19,552 +1%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$12.7K

11,289 +6%

减持

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

+$7.9K

4,627 -2%

增持

CSCO CISCO SYS INC COM

-$6.6K

21,137 +4%

增持

UPS UNITED PARCEL SERVICE INC CL B

-$5.7K

5,962 +8%

减持

RWL INVESCO S&P 500 REVENUE ETF

-$4.8K

2,787 -1%