HILLTOP WEALTH ADVISORS, LLC
CHAPEL HILL NC · SEC CIK 0001786241
$2.02亿2026Q2 申报市值
74持仓数
67.7%前十大占比 · 第一大 21.2%
20 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NTAP 新建仓+$288.38万
XLV 加仓+$138.18万
IUSV 加仓+$61.55万
GOOG 新建仓+$59.75万
MCK 新建仓+$54.03万
2026Q2 卖出最多 按季末市值估算
IUSG 减仓-$241.75万
IVV 减仓-$87.32万
SUSA 减仓-$26.22万
XJH 减仓-$10.71万
IVE 减仓-$9.40万
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 |
|---|---|---|---|---|---|---|---|---|
| IUSG | ISHARES TR | $4,295.94万 | 21.24% | 228,398 | -12,853 | -5.3% | -$241.75万 | 减仓 |
| IVV | ISHARES TR | $2,638.57万 | 13.05% | 35,233 | -1,166 | -3.2% | -$87.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,820.54万 | 9.00% | 255,515 | -365 | -0.1% | -$2.60万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,668.95万 | 8.25% | 105,190 | 8,709 | 9.0% | $138.18万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $680.41万 | 3.36% | 113,991 | 3,016 | 2.7% | $18.00万 | 加仓 |
| SUSA | ISHARES TR | $617.09万 | 3.05% | 39,993 | -1,699 | -4.1% | -$26.22万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $563.41万 | 2.79% | 152,811 | 413 | 0.3% | $1.52万 | 加仓 |
| IUSV | ISHARES TR | $508.07万 | 2.51% | 46,125 | 5,588 | 13.8% | $61.55万 | 加仓 |
| IVE | ISHARES TR | $451.26万 | 2.23% | 19,874 | -414 | -2.0% | -$9.40万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.59万 | 2.16% | 21,820 | 555 | 2.6% | $11.10万 | 加仓 |
| VO | VANGUARD INDEX FDS | $429.27万 | 2.12% | 53,280 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $402.95万 | 1.99% | 29,299 | -544 | -1.8% | -$7.48万 | 减仓 |
| ESGD | ISHARES TR | $365.49万 | 1.81% | 35,550 | -125 | -0.4% | -$1.29万 | 减仓 |
| MGK | VANGUARD WORLD FD | $357.92万 | 1.77% | 40,715 | -665 | -1.6% | -$5.85万 | 减仓 |
| IWR | ISHARES TR | $331.33万 | 1.64% | 30,033 | 1,882 | 6.7% | $20.76万 | 加仓 |
| MGC | VANGUARD WORLD FD | $323.36万 | 1.60% | 11,818 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $288.38万 | 1.43% | 18,634 | 18,634 | — | $288.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $286.12万 | 1.41% | 10,175 | -79 | -0.8% | -$2.22万 | 减仓 |
| IDEV | ISHARES TR | $281.96万 | 1.39% | 31,677 | -642 | -2.0% | -$5.71万 | 减仓 |
| AAPL | APPLE INC | $258.35万 | 1.28% | 8,928 | 597 | 7.2% | $17.28万 | 加仓 |
| MGV | VANGUARD WORLD FD | $243.40万 | 1.20% | 14,892 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $236.11万 | 1.17% | 11,800 | 11,800 | — | $236.11万 | 新建仓 |
| XJH | ISHARES TR | $217.67万 | 1.08% | 41,740 | -2,053 | -4.7% | -$10.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $202.72万 | 1.00% | 5,435 | -7 | -0.1% | -$2,611 | 减仓 |
| ESGE | ISHARES INC | $159.62万 | 0.79% | 29,187 | -7 | -0.0% | -$383 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $113.45万 | 0.56% | 21,910 | 410 | 1.9% | $2.12万 | 加仓 |
| GOOGL | ALPHABET INC | $109.68万 | 0.54% | 3,069 | 390 | 14.6% | $13.94万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $109.61万 | 0.54% | 12,725 | -19 | -0.1% | -$1,637 | 减仓 |
| IJH | ISHARES TR | $98.97万 | 0.49% | 12,835 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $76.09万 | 0.38% | 22,484 | -146 | -0.6% | -$4,941 | 减仓 |
| AMZN | AMAZON COM INC | $74.49万 | 0.37% | 3,125 | 590 | 23.3% | $14.06万 | 加仓 |
| ET | ENERGY TRANSFER L P | $71.09万 | 0.35% | 37,180 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $65.96万 | 0.33% | 6,829 | -11 | -0.2% | -$1,062 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.55万 | 0.30% | 1,210 | 389 | 47.4% | $19.47万 | 加仓 |
| GOOG | ALPHABET INC | $59.75万 | 0.30% | 1,691 | 1,691 | — | $59.75万 | 新建仓 |
| MCK | MCKESSON CORP | $54.03万 | 0.27% | 715 | 715 | — | $54.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $51.25万 | 0.25% | 444 | 444 | — | $51.25万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $51.10万 | 0.25% | 17,364 | 17,364 | — | $51.10万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $50.18万 | 0.25% | 1,533 | 226 | 17.3% | $7.40万 | 加仓 |
| PULS | PGIM ETF TR | $49.94万 | 0.25% | 10,078 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $49.85万 | 0.25% | 5,406 | 5,406 | — | $49.85万 | 新建仓 |
| OEF | ISHARES TR | $47.12万 | 0.23% | 1,288 | -74 | -5.4% | -$2.71万 | 减仓 |
| DSI | ISHARES TR | $46.53万 | 0.23% | 3,268 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $46.24万 | 0.23% | 1,224 | 138 | 12.7% | $5.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $46.07万 | 0.23% | 1,814 | 118 | 7.0% | $3.00万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.55万 | 0.20% | 543 | 3 | 0.6% | $2,240 | 加仓 |
| V | VISA INC | $39.52万 | 0.20% | 1,152 | 172 | 17.6% | $5.90万 | 加仓 |
| MUB | ISHARES TR | $37.91万 | 0.19% | 3,522 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $36.84万 | 0.18% | 654 | 75 | 13.0% | $4.22万 | 加仓 |
| ACWX | ISHARES TR | $34.77万 | 0.17% | 4,569 | 4,569 | — | $34.77万 | 新建仓 |
| GE | GE AEROSPACE | $34.12万 | 0.17% | 913 | 913 | — | $34.12万 | 新建仓 |
| INTC | INTEL CORP | $33.34万 | 0.16% | 2,388 | 2,388 | — | $33.34万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $32.32万 | 0.16% | 471 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $31.30万 | 0.15% | 425 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $30.71万 | 0.15% | 1,220 | 74 | 6.5% | $1.86万 | 加仓 |
| TSLA | TESLA INC | $30.37万 | 0.15% | 722 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $30.01万 | 0.15% | 3,379 | 30 | 0.9% | $2,664 | 加仓 |
| VV | VANGUARD INDEX FDS | $29.20万 | 0.14% | 849 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.02万 | 0.14% | 247 | 247 | — | $29.02万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.70万 | 0.14% | 580 | 580 | — | $27.70万 | 新建仓 |
| ASML | ASML HLDG NV | $27.45万 | 0.14% | 138 | 138 | — | $27.45万 | 新建仓 |
| AGG | ISHARES TR | $27.40万 | 0.14% | 2,768 | 2,768 | — | $27.40万 | 新建仓 |
| WELL | WELLTOWER INC | $26.51万 | 0.13% | 1,168 | 22 | 1.9% | $4,993 | 加仓 |
| RY | ROYAL BK CDA | $25.66万 | 0.13% | 1,240 | 47 | 3.9% | $9,728 | 重新持有 |
| MRK | MERCK & CO INC | $25.06万 | 0.12% | 1,950 | -57 | -2.8% | -$7,324 | 减仓 |
| LLY | ELI LILLY & CO | $23.51万 | 0.12% | 196 | 196 | — | $23.51万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.18万 | 0.11% | 399 | 399 | — | $23.18万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.83万 | 0.11% | 2,372 | 378 | 19.0% | $3.64万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $21.90万 | 0.11% | 1,730 | -12 | -0.7% | -$1,519 | 减仓 |
| WMT | WALMART INC | $21.71万 | 0.11% | 1,917 | 150 | 8.5% | $1.70万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $20.90万 | 0.10% | 849 | 849 | — | $20.90万 | 新建仓 |
| USHY | ISHARES TR | $20.45万 | 0.10% | 5,524 | 5,524 | — | $20.45万 | 新建仓 |
| KO | COCA COLA CO | $20.43万 | 0.10% | 2,513 | 2,513 | — | $20.43万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $20.24万 | 0.10% | 9,935 | 9,935 | — | $20.24万 | 新建仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -11,466 | -100.0% | -$2.43万 | 清仓 |