HILLTOP WEALTH ADVISORS, LLC
CHAPEL HILL NC · SEC CIK 0001786241
$1.67亿2026Q1 申报市值
53持仓数
72.0%前十大占比 · 第一大 22.4%
4 / 3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
VWO 加仓+$221.27万
PULS 新建仓+$49.89万
ESGE 加仓+$48.19万
IUSG 加仓+$41.48万
SPEM 加仓+$31.98万
2026Q1 卖出最多 按季末市值估算
FENY 清仓-$1,322.77万
GOOGL 减仓-$376.59万
AAPL 减仓-$299.13万
AMZN 减仓-$251.64万
MSFT 减仓-$167.53万
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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $3,742.05万 | 22.42% | 241,251 | 2,674 | 1.1% | $41.48万 | 加仓 |
| IVV | ISHARES TR | $2,377.64万 | 14.25% | 36,399 | -54 | -0.1% | -$3.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,639.68万 | 9.82% | 255,880 | -7,606 | -2.9% | -$48.74万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,414.51万 | 8.48% | 96,481 | 1,049 | 1.1% | $15.38万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $599.82万 | 3.59% | 110,975 | 40,938 | 58.5% | $221.27万 | 加仓 |
| SUSA | ISHARES TR | $550.75万 | 3.30% | 41,692 | -272 | -0.6% | -$3.59万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $471.82万 | 2.83% | 152,398 | -6,921 | -4.3% | -$21.43万 | 减仓 |
| IVE | ISHARES TR | $428.38万 | 2.57% | 20,288 | -595 | -2.8% | -$12.56万 | 减仓 |
| IUSV | ISHARES TR | $414.49万 | 2.48% | 40,537 | -2,325 | -5.4% | -$23.77万 | 减仓 |
| VO | VANGUARD INDEX FDS | $382.52万 | 2.29% | 13,320 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $370.86万 | 2.22% | 21,265 | -1,991 | -8.6% | -$34.72万 | 减仓 |
| ESGD | ISHARES TR | $341.12万 | 2.04% | 35,675 | 34 | 0.1% | $3,251 | 加仓 |
| IVW | ISHARES TR | $337.56万 | 2.02% | 29,843 | -1,526 | -4.9% | -$17.26万 | 减仓 |
| MGK | VANGUARD WORLD FD | $304.09万 | 1.82% | 8,276 | -109 | -1.3% | -$4.01万 | 减仓 |
| MGC | VANGUARD WORLD FD | $279.31万 | 1.67% | 11,818 | -223 | -1.9% | -$5.27万 | 减仓 |
| IWR | ISHARES TR | $273.71万 | 1.64% | 28,151 | -1,768 | -5.9% | -$17.19万 | 减仓 |
| IDEV | ISHARES TR | $270.09万 | 1.62% | 32,319 | -1,060 | -3.2% | -$8.86万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $248.54万 | 1.49% | 10,254 | -26 | -0.3% | -$6,302 | 减仓 |
| MGV | VANGUARD WORLD FD | $215.85万 | 1.29% | 14,892 | -39 | -0.3% | -$5,653 | 减仓 |
| AAPL | APPLE INC | $211.42万 | 1.27% | 8,331 | -11,787 | -58.6% | -$299.13万 | 减仓 |
| MSFT | MICROSOFT CORP | $201.44万 | 1.21% | 5,442 | -4,526 | -45.4% | -$167.53万 | 减仓 |
| XJH | ISHARES TR | $198.69万 | 1.19% | 43,793 | -509 | -1.1% | -$2.31万 | 减仓 |
| ESGE | ISHARES INC | $132.75万 | 0.80% | 29,194 | 10,599 | 57.0% | $48.19万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $100.86万 | 0.60% | 21,500 | 6,818 | 46.4% | $31.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $92.76万 | 0.56% | 2,124 | -24 | -1.1% | -$1.05万 | 减仓 |
| IJH | ISHARES TR | $86.68万 | 0.52% | 12,835 | 644 | 5.3% | $4.35万 | 加仓 |
| GOOGL | ALPHABET INC | $77.04万 | 0.46% | 2,679 | -13,095 | -83.0% | -$376.59万 | 减仓 |
| ET | ENERGY TRANSFER L P | $71.76万 | 0.43% | 37,180 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $65.92万 | 0.39% | 22,630 | -4,709 | -17.2% | -$13.72万 | 减仓 |
| IEFA | ISHARES TR | $61.92万 | 0.37% | 6,840 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.81万 | 0.32% | 2,535 | -12,080 | -82.7% | -$251.64万 | 减仓 |
| PULS | PGIM ETF TR | $49.89万 | 0.30% | 10,078 | 10,078 | — | $49.89万 | 新建仓 |
| OEF | ISHARES TR | $43.32万 | 0.26% | 1,362 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $41.46万 | 0.25% | 1,696 | 150 | 9.7% | $3.67万 | 加仓 |
| DSI | ISHARES TR | $39.60万 | 0.24% | 3,268 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.34万 | 0.24% | 821 | 16 | 2.0% | $7,667 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $38.46万 | 0.23% | 1,307 | 37 | 2.9% | $1.09万 | 加仓 |
| MUB | ISHARES TR | $37.39万 | 0.22% | 3,522 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.12万 | 0.21% | 540 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.61万 | 0.20% | 1,086 | 165 | 17.9% | $5.11万 | 加仓 |
| META | META PLATFORMS INC | $33.12万 | 0.20% | 579 | 26 | 4.7% | $1.49万 | 加仓 |
| V | VISA INC | $29.62万 | 0.18% | 980 | 16 | 1.7% | $4,836 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.12万 | 0.17% | 471 | -6 | -1.3% | -$3,582 | 减仓 |
| VTR | VENTAS INC | $27.39万 | 0.16% | 3,349 | 33 | 1.0% | $2,699 | 加仓 |
| TSLA | TESLA INC | $26.85万 | 0.16% | 722 | -315 | -30.4% | -$11.71万 | 减仓 |
| VV | VANGUARD INDEX FDS | $25.37万 | 0.15% | 849 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.93万 | 0.15% | 1,146 | 16 | 1.4% | $3,481 | 加仓 |
| QQQ | INVESCO QQQ TR | $24.54万 | 0.15% | 425 | -24 | -5.3% | -$1.39万 | 减仓 |
| MRK | MERCK & CO INC | $24.14万 | 0.14% | 2,007 | 102 | 5.4% | $1.23万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $22.81万 | 0.14% | 1,742 | 1,742 | — | $22.81万 | 新建仓 |
| WELL | WELLTOWER INC | $22.66万 | 0.14% | 1,146 | 32 | 2.9% | $6,327 | 加仓 |
| WMT | WALMART INC | $21.96万 | 0.13% | 1,767 | 1,767 | — | $21.96万 | 新建仓 |
| WIT | WIPRO LTD | $2.43万 | 0.01% | 11,466 | 11,466 | — | $2.43万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -534,019 | -100.0% | -$1,322.77万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -16,579 | -100.0% | -$96.36万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,713 | -100.0% | -$21.47万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | — | — | — | 申报中断 |