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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 95 项建仓 4增持 46减持 39清仓 6

方向

标的

Δ市值

现股数(环比)

减持

VONE VANGUARD RUSSELL 1000 ETF

-$26.0M

182,775 -33%

增持

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF

+$21.0M

939,046 +98%

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$11.9M

294,812

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

VTV VANGUARD VALUE ETF

-$8.7M

106,426 -34%

减持

IJH ISHARES CORE S&P MID-CAP ETF

-$4.3M

80,047 -45%

增持

SPHY SPDR PORTFOLIO HIGH YIELD BOND ETF

+$3.0M

879,151 +17%

增持

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

+$2.2M

151,389 +27%

增持

GHYG ISHARES US & INTL HIGH YIELD CORP BOND ETF

+$2.0M

217,581 +24%

增持

SRLN SPDR BLACKSTONE SENIOR LOAN ETF

+$2.0M

238,830 +27%

增持

ICVT ISHARES CONVERTIBLE BOND ETF

+$1.9M

114,737 +26%

减持

AVGO BROADCOM INC COM

-$840.1K

12,332 -2%

增持

AAPL APPLE INC COM

-$829.3K

33,462 +1%

增持

TSLA TESLA INC COM

-$786.6K

7,744 +12%

增持

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF

+$369.6K

90,159 +7%

增持

GOOGL ALPHABET INC CAP STK CL A

-$352.5K

13,378 +5%

增持

UNH UNITEDHEALTH GROUP INC COM

+$273.6K

4,280 +10%

增持

SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF

+$242.4K

171,300 +4%

减持

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-$241.2K

6,314 -27%

建仓

T AT&T INC COM

+$241.1K

8,525

建仓

GE GE AEROSPACE COM NEW

+$239.2K

1,195

建仓

NULG NUVEEN ESG LARGE-CAP GROWTH ETF

+$238.4K

3,046

减持

— EXXON MOBIL CORP COM

-$237.9K

29,040 -15%

增持

WPC WP CAREY INC COM

+$231.0K

26,631 +0%

清仓

IWR ISHARES RUSSELL MIDCAP ETF

-$223.2K

0 -100%

清仓

IJR ISHARES CORE S&P SMALL CAP ETF

-$220.9K

0 -100%

清仓

VGT VANGUARD INFORMATION TECHNOLOGY ETF

-$212.9K

0 -100%

清仓

CAT CATERPILLAR INC COM

-$208.8K

0 -100%

清仓

NULV NUVEEN ESG LARGE-CAP VALUE ETF

-$208.5K

0 -100%

增持

JPM JPMORGAN CHASE & CO. COM

+$206.8K

8,251 +9%

建仓

SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF

+$202.6K

8,786

增持

PM PHILIP MORRIS INTL INC COM

+$191.5K

4,880 +1%

增持

MSFT MICROSOFT CORP COM

-$165.0K

9,163 +7%

减持

JNJ JOHNSON & JOHNSON COM

+$160.6K

13,966 -6%

增持

NVDA NVIDIA CORPORATION COM

-$160.1K

23,967 +17%

减持

SCHA SCHWAB U.S. SMALL-CAP ETF

-$150.3K

35,134 -7%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$149.9K

2,765 -5%

增持

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

+$140.5K

116,163 +13%

增持

AMZN AMAZON COM INC COM

-$138.0K

13,608 +9%

减持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

-$131.9K

6,629 -18%

增持

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF

+$127.5K

12,060 +26%

减持

CVX CHEVRON CORP NEW COM

+$121.9K

8,000 -5%

增持

META META PLATFORMS INC CL A

+$120.1K

3,778 +8%

减持

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$117.0K

13,045 -16%

减持

ABBV ABBVIE INC COM

+$116.5K

3,796 -1%

增持

COST COSTCO WHSL CORP NEW COM

+$116.1K

1,200 +8%

增持

PG PROCTER AND GAMBLE CO COM

+$103.3K

13,075 +3%

减持

USMV ISHARES MSCI USA MIN VOL FACTOR ETF

+$101.5K

23,303 -1%

增持

WMT WALMART INC COM

+$101.5K

14,631 +12%

增持

AMP AMERIPRISE FINL INC COM

-$98.2K

3,014 +3%

增持

ESGD ISHARES ESG AWARE MSCI EAFE ETF

+$97.6K

4,543 +26%

增持

LEN LENNAR CORP CL A

+$91.4K

7,496 +33%

减持

LLY ELI LILLY & CO COM

+$86.0K

1,733 -1%

减持

DSI ISHARES ESG MSCI KLD 400 ETF

-$85.9K

3,644 -12%

减持

SCHM SCHWAB U.S. MID-CAP ETF

-$76.6K

33,652 -3%

减持

IYW ISHARES U.S. TECHNOLOGY ETF

-$74.7K

3,725 -1%

增持

EOG EOG RES INC COM

+$74.3K

7,655 +3%

减持

IVV ISHARES CORE S&P 500 ETF

-$67.4K

560 -14%

增持

RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

-$64.2K

20,030 +0%

减持

ABT ABBOTT LABS COM

+$61.4K

3,153 -0%

增持

SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

+$58.5K

49,129 +2%

增持

ELV ELEVANCE HEALTH INC COM

+$55.9K

829 +0%

增持

HON HONEYWELL INTL INC COM

-$55.5K

4,885 +1%

增持

MO ALTRIA GROUP INC COM

+$54.1K

6,231 +2%

增持

MCD MCDONALDS CORP COM

+$52.5K

1,906 +2%

减持

SPEM SPDR PORTFOLIO EMERGING MARKETS ETF

-$50.8K

18,078 -9%

增持

MRK MERCK & CO INC COM

-$43.0K

10,740 +6%

减持

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-$38.1K

9,492 -9%

减持

SPY SPDR S&P 500 ETF TRUST

-$38.0K

1,202 -1%

减持

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

-$35.5K

4,735 -1%

减持

WEC WEC ENERGY GROUP INC COM

+$34.8K

2,370 -0%

增持

TJX TJX COS INC NEW COM

+$34.3K

8,223 +3%

增持

HYMB SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF

+$31.0K

15,873 +10%

减持

CSCO CISCO SYS INC COM

-$26.8K

18,897 -6%

减持

V VISA INC COM CL A

+$23.7K

6,398 -9%

增持

JBL JABIL INC COM

-$23.0K

3,300 +1%

减持

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

+$22.8K

3,306 -0%

减持

KO COCA COLA CO COM

+$22.3K

14,646 -11%

减持

EWI ISHARES MSCI ITALY ETF

+$21.1K

6,832 -8%

增持

APH AMPHENOL CORP NEW CL A

-$20.6K

14,349 +4%

减持

LOW LOWES COS INC COM

-$17.2K

1,216 -0%

减持

MA MASTERCARD INCORPORATED CL A

+$16.6K

4,143 -3%

减持

NFLX NETFLIX INC COM

+$16.4K

527 -1%

增持

VTEB VANGUARD TAX-EXEMPT BOND ETF

-$15.0K

36,951 +0%

减持

EWG ISHARES MSCI GERMANY ETF

+$14.2K

6,848 -9%

减持

PGX INVESCO PREFERRED ETF

-$10.3K

11,250 -5%

减持

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

+$9.4K

25,741 -1%

减持

IBB ISHARES BIOTECHNOLOGY ETF

-$9.1K

1,688 -1%

减持

VZ VERIZON COMMUNICATIONS INC COM

+$9.1K

4,785 -8%

增持

RWL INVESCO S&P 500 REVENUE ETF

+$4.5K

2,724 +0%

增持

F FORD MTR CO COM

+$4.4K

20,471 +1%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$3.4K

3,302 +0%

增持

EMR EMERSON ELEC CO COM

+$3.1K

8,532 +13%

清仓

ENZC ENZOLYTICS INC COM

-$1.9K

0 -100%

增持

ORCL ORACLE CORP COM

+$1.8K

1,727 +20%

减持

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF

-$794

9,379 -1%