HT Partners LLC
CENTERBROOK CT · SEC CIK 0001552999
$3.30亿2026Q1 申报市值
55持仓数
85.9%前十大占比 · 第一大 47.0%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SCHB 加仓+$247.66万
VEA 加仓+$147.47万
VWO 加仓+$42.82万
COST 新建仓+$25.13万
DBEU 新建仓+$20.30万
2026Q1 卖出最多 按季末市值估算
EFA 减仓-$47.96万
EEM 减仓-$28.02万
T 清仓-$27.32万
DHR 清仓-$22.71万
NVDA 减仓-$21.80万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $1.55亿 | 46.99% | 6,181,453 | 98,668 | 1.6% | $247.66万 | 加仓 |
| EFA | ISHARES TR | $4,375.59万 | 13.25% | 450,488 | -4,938 | -1.1% | -$47.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,287.18万 | 6.93% | 71,294 | 163 | 0.2% | $5.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,095.19万 | 6.34% | 326,965 | 23,013 | 7.6% | $147.47万 | 加仓 |
| EEM | ISHARES TR | $1,278.89万 | 3.87% | 225,197 | -4,934 | -2.1% | -$28.02万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $796.07万 | 2.41% | 33,502 | -357 | -1.1% | -$8.48万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $669.37万 | 2.03% | 123,842 | 7,922 | 6.8% | $42.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $597.16万 | 1.81% | 81,092 | 58 | 0.1% | $4,271 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $379.89万 | 1.15% | 79,061 | 1,510 | 1.9% | $7.26万 | 加仓 |
| LLY | ELI LILLY & CO | $360.27万 | 1.09% | 3,917 | -25 | -0.6% | -$2.30万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $356.84万 | 1.08% | 45,510 | 634 | 1.4% | $4.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $331.69万 | 1.00% | 8,960 | 1 | 0.0% | $370 | 加仓 |
| NVDA | NVIDIA CORPORATION | $321.79万 | 0.97% | 18,451 | -1,250 | -6.3% | -$21.80万 | 减仓 |
| GOOGL | ALPHABET INC | $316.30万 | 0.96% | 10,999 | -13 | -0.1% | -$3,738 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $314.35万 | 0.95% | 12,860 | -166 | -1.3% | -$4.06万 | 减仓 |
| IWR | ISHARES TR | $262.09万 | 0.79% | 26,956 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $247.93万 | 0.75% | 9,769 | -150 | -1.5% | -$3.81万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $247.58万 | 0.75% | 17,899 | -211 | -1.2% | -$2.92万 | 减仓 |
| GOOG | ALPHABET INC | $217.04万 | 0.66% | 7,566 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $171.70万 | 0.52% | 22,247 | 277 | 1.3% | $2.14万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $158.88万 | 0.48% | 23,100 | 332 | 1.5% | $2.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $130.68万 | 0.40% | 2,727 | 34 | 1.3% | $1.63万 | 加仓 |
| META | META PLATFORMS INC | $112.58万 | 0.34% | 1,968 | 50 | 2.6% | $2.86万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $106.17万 | 0.32% | 5,532 | 9 | 0.2% | $1,727 | 加仓 |
| AMZN | AMAZON COM INC | $98.43万 | 0.30% | 4,726 | -12 | -0.3% | -$2,499 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $96.19万 | 0.29% | 12,134 | 96 | 0.8% | $7,610 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $93.56万 | 0.28% | 19,927 | 255 | 1.3% | $1.20万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.71万 | 0.24% | 1,241 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $79.48万 | 0.24% | 1,377 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $70.53万 | 0.21% | 10,345 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $64.38万 | 0.19% | 12,904 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $63.55万 | 0.19% | 5,995 | 98 | 1.7% | $1.04万 | 加仓 |
| ABBV | ABBVIE INC | $59.61万 | 0.18% | 2,741 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $49.61万 | 0.15% | 2,322 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $47.39万 | 0.14% | 2,612 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $41.87万 | 0.13% | 5,430 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.61万 | 0.12% | 1,968 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $36.02万 | 0.11% | 2,123 | -241 | -10.2% | -$4.09万 | 减仓 |
| ITOT | ISHARES TR | $34.90万 | 0.11% | 2,450 | -8 | -0.3% | -$1,139 | 减仓 |
| VO | VANGUARD INDEX FDS | $34.06万 | 0.10% | 1,186 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $33.01万 | 0.10% | 888 | -11 | -1.2% | -$4,089 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $31.35万 | 0.09% | 3,824 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.77万 | 0.09% | 3,966 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $30.57万 | 0.09% | 468 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $28.14万 | 0.09% | 1,948 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $25.30万 | 0.08% | 1,931 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $25.13万 | 0.08% | 252 | 252 | — | $25.13万 | 新建仓 |
| AMGN | AMGEN INC | $24.14万 | 0.07% | 686 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.03万 | 0.07% | 700 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $23.84万 | 0.07% | 554 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $22.93万 | 0.07% | 9,400 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $21.65万 | 0.07% | 6,993 | -12 | -0.2% | -$372 | 减仓 |
| AVGO | BROADCOM INC | $20.68万 | 0.06% | 668 | -6 | -0.9% | -$1,857 | 减仓 |
| WMT | WALMART INC | $20.41万 | 0.06% | 1,642 | -400 | -19.6% | -$4.97万 | 减仓 |
| DBEU | DBX ETF TR | $20.30万 | 0.06% | 4,166 | 4,166 | — | $20.30万 | 新建仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$27.32万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -992 | -100.0% | -$22.71万 | 清仓 |