Hilltop Partners LLC
MISHAWAKA IN · SEC CIK 0001957867
$4.12亿2026Q2 申报市值
150持仓数
47.7%前十大占比 · 第一大 11.3%
28 / 7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
QQQ 加仓+$2,402.77万
IJK 新建仓+$1,890.49万
IWN 新建仓+$1,843.19万
VCSH 加仓+$1,202.58万
EWT 新建仓+$902.23万
2026Q2 卖出最多 按季末市值估算
DBEF 减仓-$4,207.98万
VONE 减仓-$3,819.92万
SPYG 减仓-$906.87万
BNDX 减仓-$870.12万
SRLN 减仓-$868.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $114.86万 | 0.28% | 7,110 | 7,110 | — | $114.86万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $116.62万 | 0.28% | 18,081 | -816 | -4.3% | -$5.26万 | 减仓 |
| JBL | JABIL INC | $122.39万 | 0.30% | 3,175 | 10 | 0.3% | $3,855 | 加仓 |
| EOG | EOG RES INC | $122.82万 | 0.30% | 9,467 | 77 | 0.8% | $9,990 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $125.83万 | 0.31% | 22,323 | -410 | -1.8% | -$2.31万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $134.30万 | 0.33% | 35,288 | -87,553 | -71.3% | -$333.22万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $137.90万 | 0.33% | 3,893 | 3,893 | — | $137.90万 | 新建仓 |
| TJX | TJX COS INC NEW | $140.59万 | 0.34% | 9,280 | 559 | 6.4% | $8.47万 | 加仓 |
| EMR | EMERSON ELEC CO | $143.60万 | 0.35% | 10,031 | 826 | 9.0% | $11.82万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $148.24万 | 0.36% | 27,911 | 27,911 | — | $148.24万 | 新建仓 |
| KO | COCA COLA CO | $149.12万 | 0.36% | 18,349 | 820 | 4.7% | $6.66万 | 加仓 |
| WPC | WP CAREY INC | $153.79万 | 0.37% | 21,509 | -421 | -1.9% | -$3.01万 | 减仓 |
| MRK | MERCK & CO INC | $155.98万 | 0.38% | 12,139 | 804 | 7.1% | $10.33万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $168.48万 | 0.41% | 50,352 | 876 | 1.8% | $2.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $171.52万 | 0.42% | 9,003 | 7,331 | 438.5% | $139.67万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $181.63万 | 0.44% | 12,386 | -15,853 | -56.1% | -$232.47万 | 减仓 |
| APH | AMPHENOL CORP | $182.62万 | 0.44% | 10,357 | -288 | -2.7% | -$5.08万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $183.59万 | 0.45% | 4,002 | 295 | 8.0% | $13.53万 | 加仓 |
| CSCO | CISCO SYS INC | $187.02万 | 0.45% | 15,922 | -4,683 | -22.7% | -$55.01万 | 减仓 |
| USMV | ISHARES TR | $203.90万 | 0.49% | 21,138 | -301 | -1.4% | -$2.90万 | 减仓 |
| ORCL | ORACLE CORP | $215.30万 | 0.52% | 14,691 | -3,122 | -17.5% | -$45.75万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $294.75万 | 0.71% | 3,151 | 458 | 17.0% | $42.84万 | 加仓 |
| NFLX | NETFLIX INC. | $298.38万 | 0.72% | 41,789 | 11,324 | 37.2% | $80.85万 | 加仓 |
| ETN | EATON CORP PLC | $311.58万 | 0.76% | 7,312 | -10 | -0.1% | -$4,261 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $338.66万 | 0.82% | 6,768 | 929 | 15.9% | $46.49万 | 加仓 |
| WMT | WALMART INC | $344.32万 | 0.84% | 30,401 | 6,804 | 28.8% | $77.06万 | 加仓 |
| IJH | ISHARES TR | $355.92万 | 0.86% | 46,157 | -41,987 | -47.6% | -$323.76万 | 减仓 |
| TSLA | TESLA INC | $367.08万 | 0.89% | 8,728 | 880 | 11.2% | $37.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $373.07万 | 0.90% | 3,232 | 2,622 | 429.8% | $302.66万 | 加仓 |
| META | META PLATFORMS INC | $441.81万 | 1.07% | 7,843 | 1,411 | 21.9% | $79.48万 | 加仓 |
| AVGO | BROADCOM INC | $446.83万 | 1.08% | 11,829 | -2,450 | -17.2% | -$92.55万 | 减仓 |
| V | VISA INC | $479.59万 | 1.16% | 13,979 | 1,609 | 13.0% | $55.20万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $482.02万 | 1.17% | 9,385 | 1,774 | 23.3% | $91.11万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $487.74万 | 1.18% | 197,785 | 17,446 | 9.7% | $43.02万 | 加仓 |
| GOOGL | ALPHABET INC | $496.94万 | 1.21% | 13,905 | -814 | -5.5% | -$29.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $497.37万 | 1.21% | 15,195 | 1,489 | 10.9% | $48.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $531.96万 | 1.29% | 20,946 | 2,853 | 15.8% | $72.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $586.62万 | 1.42% | 15,726 | 941 | 6.4% | $35.10万 | 加仓 |
| AMZN | AMAZON COM INC | $601.21万 | 1.46% | 25,225 | -1,284 | -4.8% | -$30.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $662.32万 | 1.61% | 33,101 | -1,277 | -3.7% | -$25.55万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $729.89万 | 1.77% | 155,925 | 52,970 | 51.4% | $247.95万 | 加仓 |
| LLY | ELI LILLY & CO | $751.82万 | 1.82% | 6,268 | 377 | 6.4% | $45.22万 | 加仓 |
| EWY | ISHARES INC | $823.29万 | 2.00% | 40,777 | 40,777 | — | $823.29万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $826.82万 | 2.01% | 69,487 | -76,214 | -52.3% | -$906.87万 | 减仓 |
| DBEF | DBX ETF TR | $841.80万 | 2.04% | 154,091 | -770,268 | -83.3% | -$4,207.98万 | 减仓 |
| EWC | ISHARES INC | $855.92万 | 2.08% | 148,493 | 148,493 | — | $855.92万 | 新建仓 |
| ACWI | ISHARES TR | $883.05万 | 2.14% | 56,256 | 56,256 | — | $883.05万 | 新建仓 |
| EWT | ISHARES INC | $902.23万 | 2.19% | 83,071 | 83,071 | — | $902.23万 | 新建仓 |
| AAPL | APPLE INC | $1,055.92万 | 2.56% | 36,492 | 459 | 1.3% | $13.28万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,245.31万 | 3.02% | 157,574 | 152,167 | 2,814.3% | $1,202.58万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,302.29万 | 3.16% | 555,583 | -19,961 | -3.5% | -$46.79万 | 减仓 |
| ICVT | ISHARES TR | $1,331.72万 | 3.23% | 109,390 | 16,082 | 17.2% | $195.78万 | 加仓 |
| IWN | ISHARES TR | $1,843.19万 | 4.47% | 83,327 | 83,327 | — | $1,843.19万 | 新建仓 |
| IJK | ISHARES TR | $1,890.49万 | 4.58% | 160,893 | 160,893 | — | $1,890.49万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $2,434.88万 | 5.90% | 33,065 | 32,629 | 7,483.7% | $2,402.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,002.59万 | 7.28% | 137,778 | -30,130 | -17.9% | -$656.62万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $4,678.64万 | 11.35% | 138,127 | -112,775 | -44.9% | -$3,819.92万 | 减仓 |