Hilltop Partners LLC
MISHAWAKA IN · SEC CIK 0001957867
$3.90亿2026Q1 申报市值
126持仓数
58.2%前十大占比 · 第一大 19.0%
6 / 4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
DBEF 加仓+$1,556.05万
AMZN 加仓+$152.83万
FITB 新建仓+$105.62万
MSFT 加仓+$79.74万
VONE 加仓+$70.77万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$1,462.21万
EXXON MOBIL CORP 减仓-$103.20万
LEN 清仓-$101.87万
COMERICA INC COM 清仓-$96.22万
VTV 减仓-$51.01万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION COM | $268.32万 | 0.69% | 2,693 | -126 | -4.5% | -$12.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $279.80万 | 0.72% | 5,839 | 364 | 6.6% | $17.44万 | 加仓 |
| TSLA | TESLA INC COM | $291.76万 | 0.75% | 7,848 | 472 | 6.4% | $17.55万 | 加仓 |
| NFLX | NETFLIX INC. COM | $292.92万 | 0.75% | 30,465 | 712 | 2.4% | $6.85万 | 加仓 |
| WMT | WALMART INC COM | $293.26万 | 0.75% | 23,597 | -400 | -1.7% | -$4.97万 | 减仓 |
| META | META PLATFORMS INC CL A | $367.98万 | 0.94% | 6,432 | 280 | 4.6% | $16.02万 | 加仓 |
| V | VISA INC COM CL A | $373.86万 | 0.96% | 12,370 | 1,233 | 11.1% | $37.27万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $380.27万 | 0.98% | 7,611 | 785 | 11.5% | $39.22万 | 加仓 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $398.37万 | 1.02% | 122,841 | -4,197 | -3.3% | -$13.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $403.18万 | 1.03% | 13,706 | 704 | 5.4% | $20.71万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $407.88万 | 1.05% | 28,239 | 1,564 | 5.9% | $22.59万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $423.26万 | 1.09% | 14,719 | 571 | 4.0% | $16.42万 | 加仓 |
| AVGO | BROADCOM INC COM | $441.96万 | 1.13% | 14,279 | 1,382 | 10.7% | $42.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $442.26万 | 1.13% | 18,093 | -1,103 | -5.7% | -$26.96万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $449.22万 | 1.15% | 180,339 | 4,809 | 2.7% | $11.98万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $483.37万 | 1.24% | 102,955 | 3,969 | 4.0% | $18.63万 | 加仓 |
| LLY | ELI LILLY & CO COM | $541.80万 | 1.39% | 5,891 | 384 | 7.0% | $35.32万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $547.31万 | 1.40% | 14,785 | 2,154 | 17.1% | $79.74万 | 加仓 |
| AMZN | AMAZON COM INC COM | $552.10万 | 1.42% | 26,509 | 7,338 | 38.3% | $152.83万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $595.24万 | 1.53% | 88,144 | -216,528 | -71.1% | -$1,462.21万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $599.55万 | 1.54% | 34,378 | 558 | 1.6% | $9.73万 | 加仓 |
| — | EXXON MOBIL CORP COM | $850.83万 | 2.18% | 50,149 | -6,083 | -10.8% | -$103.20万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $898.55万 | 2.31% | 187,003 | 11,330 | 6.4% | $54.44万 | 加仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $913.57万 | 2.34% | 139,073 | 5,587 | 4.2% | $36.70万 | 加仓 |
| AAPL | APPLE INC COM | $914.49万 | 2.35% | 36,033 | 1,407 | 4.1% | $35.71万 | 加仓 |
| GHYG | ISHARES US & INTL HIGH YIELD CORP BOND ETF | $915.81万 | 2.35% | 203,018 | 6,925 | 3.5% | $31.24万 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $933.44万 | 2.40% | 232,547 | 13,691 | 6.3% | $54.96万 | 加仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $949.78万 | 2.44% | 93,308 | 1,554 | 1.7% | $15.82万 | 加仓 |
| SPHY | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $1,342.17万 | 3.44% | 575,544 | 25,585 | 4.7% | $59.66万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,426.56万 | 3.66% | 145,701 | 3,040 | 2.1% | $29.76万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $3,294.35万 | 8.45% | 167,908 | -2,600 | -1.5% | -$51.01万 | 减仓 |
| DBEF | XTRACKERS MSCI EAFE HEDGED EQUITY ETF | $4,566.34万 | 11.72% | 924,359 | 314,989 | 51.7% | $1,556.05万 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $7,404.62万 | 19.00% | 250,902 | 2,398 | 1.0% | $70.77万 | 加仓 |