13F 机构持仓

HT Partners LLC

CENTERBROOK CT · SEC CIK 0001552999

2026Q22026Q1 更早 9 个季度 🔒
$3.61亿2026Q2 申报市值
53持仓数
85.9%前十大占比 · 第一大 48.7%
1 / 3新建仓 / 清仓
申报市值走势$3.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHB 48.7%
EFA 12.5%
VTI 6.4%
VEA 6.3%
EEM 3.5%
QQQM 2.5%
VWO 2.0%
BND 1.7%
LLY 1.3%
BNDX 1.1%

2026Q2 买入最多 按季末市值估算

BNDX 加仓+$29.48万
BSV 加仓+$27.99万
IEMG 新建仓+$22.39万
BIV 加仓+$15.69万
BLV 加仓+$14.92万

2026Q2 卖出最多 按季末市值估算

VTI 减仓-$334.66万
SCHB 减仓-$328.86万
EEM 减仓-$277.47万
EFA 减仓-$166.54万
QQQM 减仓-$122.31万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -9,400-100.0% -$22.93万 清仓
WMT WALMART INC $00.00%0 -1,642-100.0% -$20.41万 清仓
DBEU DBX ETF TR $00.00%0 -4,166-100.0% -$20.30万 清仓
GLD SPDR GOLD TR $20.41万0.06%554 00.0% — 不变
IEMG ISHARES INC $22.39万0.06%2,703 2,703— $22.39万 新建仓
AVGO BROADCOM INC $22.55万0.06%597 -71-10.6% -$2.68万 减仓
COST COSTCO WHOLESALE CORPORATION $23.62万0.07%253 10.4% $934 加仓
GD GENERAL DYNAMICS CORP $24.80万0.07%700 00.0% — 不变
AMGN AMGEN INC $24.84万0.07%686 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $24.86万0.07%6,743 -250-3.6% -$9,217 减仓
EMR EMERSON ELEC CO $27.64万0.08%1,931 00.0% — 不变
PG PROCTER & GAMBLE CO $28.57万0.08%1,948 00.0% — 不变
— EXXON MOBIL CORP $29.03万0.08%2,123 00.0% — 不变
XLP SELECT SECTOR SPDR TR $31.77万0.09%3,824 00.0% — 不变
IVV ISHARES TR $35.05万0.10%468 00.0% — 不变
VO VANGUARD INDEX FDS $35.18万0.10%4,366 -378-8.0% -$3.05万 减仓
TSLA TESLA INC $36.17万0.10%860 -28-3.2% -$1.18万 减仓
ITOT ISHARES TR $36.90万0.10%2,246 -204-8.3% -$3.35万 减仓
VTV VANGUARD INDEX FDS $42.89万0.12%1,968 00.0% — 不变
VXUS VANGUARD STAR FDS $44.13万0.12%5,162 -268-4.9% -$2.29万 减仓
CSCO CISCO SYS INC $46.58万0.13%3,966 00.0% — 不变
IWD ISHARES TR $56.29万0.16%2,322 00.0% — 不变
VTEB VANGUARD MUN BD FDS $65.27万0.18%12,904 00.0% — 不变
IYW ISHARES TR $65.88万0.18%2,612 00.0% — 不变
ABBV ABBVIE INC $68.97万0.19%2,741 00.0% — 不变
NOBL PROSHARES TR $70.63万0.20%12,576 5864.9% $3.29万 加仓
RSP INVESCO EXCHANGE TRADED FD T $75.36万0.21%3,542 -1,990-36.0% -$42.34万 减仓
SPY STATE STR SPDR S&P 500 ETF T $91.26万0.25%1,222 -19-1.5% -$1.42万 减仓
UFOX ETF SER SOLUTIONS $98.32万0.27%10,345 00.0% — 不变
QQQ INVESCO QQQ TR $100.37万0.28%1,363 -14-1.0% -$1.03万 减仓
VCSH VANGUARD SCOTTSDALE FDS $101.44万0.28%12,836 7025.8% $5.55万 加仓
VMBS VANGUARD SCOTTSDALE FDS $103.09万0.29%22,023 2,09610.5% $9.81万 加仓
AMZN AMAZON COM INC $111.83万0.31%4,692 -34-0.7% -$8,104 减仓
META META PLATFORMS INC $113.26万0.31%2,011 432.2% $2.42万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $136.66万0.38%2,731 40.1% $2,002 加仓
BLV VANGUARD BD INDEX FDS $174.14万0.48%25,264 2,1649.4% $14.92万 加仓
BIV VANGUARD BD INDEX FDS $186.33万0.52%24,293 2,0469.2% $15.69万 加仓
GOOG ALPHABET INC $257.47万0.71%7,287 -279-3.7% -$9.86万 减仓
VT VANGUARD INTL EQUITY INDEX F $268.46万0.74%17,105 -794-4.4% -$12.46万 减仓
AAPL APPLE INC $277.29万0.77%9,583 -186-1.9% -$5.38万 减仓
IWR ISHARES TR $297.38万0.82%26,956 00.0% — 不变
JNJ JOHNSON & JOHNSON $326.61万0.90%12,860 00.0% — 不变
MSFT MICROSOFT CORP $334.51万0.93%8,968 80.1% $2,984 加仓
NVDA NVIDIA CORPORATION $365.56万1.01%18,270 -181-1.0% -$3.62万 减仓
BSV VANGUARD BD INDEX FDS $382.56万1.06%49,103 3,5937.9% $27.99万 加仓
GOOGL ALPHABET INC $388.64万1.08%10,875 -124-1.1% -$4.43万 减仓
BNDX VANGUARD CHARLOTTE FDS $412.38万1.14%85,149 6,0887.7% $29.48万 加仓
LLY ELI LILLY & CO $465.14万1.29%3,878 -39-1.0% -$4.68万 减仓
BND VANGUARD BD INDEX FDS $597.45万1.65%81,386 2940.4% $2.16万 加仓
VWO VANGUARD INTL EQUITY INDEX F $736.91万2.04%123,457 -385-0.3% -$2.30万 减仓
QQQM INVESCO EXCH TRADED FD TR II $892.70万2.47%29,465 -4,037-12.1% -$122.31万 减仓
EEM ISHARES TR $1,263.10万3.50%184,637 -40,560-18.0% -$277.47万 减仓
VEA VANGUARD TAX-MANAGED FDS $2,282.71万6.32%320,380 -6,585-2.0% -$46.92万 减仓
VTI VANGUARD INDEX FDS $2,303.50万6.38%62,250 -9,044-12.7% -$334.66万 减仓
EFA ISHARES TR $4,513.13万12.50%434,456 -16,032-3.6% -$166.54万 减仓
SCHB SCHWAB STRATEGIC TR $1.76亿48.66%6,067,895 -113,558-1.8% -$328.86万 减仓