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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD RUSSELL 1000 ETF | $7,404.62万 | 19.00% | 250,902 | 2,398 | 1.0% | $70.77万 | 加仓 |
| 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 |
| VTV | VANGUARD VALUE ETF | $3,294.35万 | 8.45% | 167,908 | -2,600 | -1.5% | -$51.01万 | 减仓 |
| 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 |
| 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 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $949.78万 | 2.44% | 93,308 | 1,554 | 1.7% | $15.82万 | 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 |
| 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 |
| AAPL | APPLE INC COM | $914.49万 | 2.35% | 36,033 | 1,407 | 4.1% | $35.71万 | 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 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $898.55万 | 2.31% | 187,003 | 11,330 | 6.4% | $54.44万 | 加仓 |
| — | EXXON MOBIL CORP COM | $850.83万 | 2.18% | 50,149 | -6,083 | -10.8% | -$103.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $599.55万 | 1.54% | 34,378 | 558 | 1.6% | $9.73万 | 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 |
| AMZN | AMAZON COM INC COM | $552.10万 | 1.42% | 26,509 | 7,338 | 38.3% | $152.83万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $547.31万 | 1.40% | 14,785 | 2,154 | 17.1% | $79.74万 | 加仓 |
| LLY | ELI LILLY & CO COM | $541.80万 | 1.39% | 5,891 | 384 | 7.0% | $35.32万 | 加仓 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $483.37万 | 1.24% | 102,955 | 3,969 | 4.0% | $18.63万 | 加仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $449.22万 | 1.15% | 180,339 | 4,809 | 2.7% | $11.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $442.26万 | 1.13% | 18,093 | -1,103 | -5.7% | -$26.96万 | 减仓 |
| AVGO | BROADCOM INC COM | $441.96万 | 1.13% | 14,279 | 1,382 | 10.7% | $42.77万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $423.26万 | 1.09% | 14,719 | 571 | 4.0% | $16.42万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $407.88万 | 1.05% | 28,239 | 1,564 | 5.9% | $22.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $403.18万 | 1.03% | 13,706 | 704 | 5.4% | $20.71万 | 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 |
| MA | MASTERCARD INCORPORATED CL A | $380.27万 | 0.98% | 7,611 | 785 | 11.5% | $39.22万 | 加仓 |
| V | VISA INC COM CL A | $373.86万 | 0.96% | 12,370 | 1,233 | 11.1% | $37.27万 | 加仓 |
| META | META PLATFORMS INC CL A | $367.98万 | 0.94% | 6,432 | 280 | 4.6% | $16.02万 | 加仓 |
| WMT | WALMART INC COM | $293.26万 | 0.75% | 23,597 | -400 | -1.7% | -$4.97万 | 减仓 |
| NFLX | NETFLIX INC. COM | $292.92万 | 0.75% | 30,465 | 712 | 2.4% | $6.85万 | 加仓 |
| TSLA | TESLA INC COM | $291.76万 | 0.75% | 7,848 | 472 | 6.4% | $17.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $279.80万 | 0.72% | 5,839 | 364 | 6.6% | $17.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $268.32万 | 0.69% | 2,693 | -126 | -4.5% | -$12.55万 | 减仓 |
| ORCL | ORACLE CORP COM | $262.04万 | 0.67% | 17,813 | 3,702 | 26.2% | $54.46万 | 加仓 |
| ETN | EATON CORP PLC SHS | $261.89万 | 0.67% | 7,322 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $198.83万 | 0.51% | 21,439 | -306 | -1.4% | -$2.84万 | 减仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $165.94万 | 0.43% | 49,476 | 1,407 | 2.9% | $4.72万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $164.72万 | 0.42% | 3,707 | 195 | 5.6% | $8.67万 | 加仓 |
| CSCO | CISCO SYS INC COM | $159.88万 | 0.41% | 20,605 | -562 | -2.7% | -$4.36万 | 减仓 |
| WPC | WP CAREY INC COM | $149.03万 | 0.38% | 21,930 | -1,779 | -7.5% | -$12.09万 | 减仓 |
| TJX | TJX COS INC NEW COM | $139.28万 | 0.36% | 8,721 | 631 | 7.8% | $10.08万 | 加仓 |
| MRK | MERCK & CO INC COM | $136.35万 | 0.35% | 11,335 | -1,119 | -9.0% | -$13.46万 | 减仓 |
| EOG | EOG RES INC COM | $135.76万 | 0.35% | 9,390 | -1,592 | -14.5% | -$23.02万 | 减仓 |
| APH | AMPHENOL CORP CL A | $134.50万 | 0.35% | 10,645 | 275 | 2.7% | $3.47万 | 加仓 |
| KO | COCA COLA CO COM | $133.31万 | 0.34% | 17,529 | -943 | -5.1% | -$7.17万 | 减仓 |
| — | HONEYWELL INTL INC COM | $130.86万 | 0.34% | 5,789 | -675 | -10.4% | -$15.26万 | 减仓 |
| EMR | EMERSON ELEC CO COM | $120.61万 | 0.31% | 9,205 | -239 | -2.5% | -$3.13万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $105.62万 | 0.27% | 22,733 | 22,733 | — | $105.62万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $101.51万 | 0.26% | 11,717 | -186 | -1.6% | -$1.61万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $97.24万 | 0.25% | 19,490 | -2,878 | -12.9% | -$14.36万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $96.94万 | 0.25% | 31,311 | -1,197 | -3.7% | -$3.71万 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $95.46万 | 0.24% | 10,686 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $85.53万 | 0.22% | 18,897 | -291 | -1.5% | -$1.32万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $84.62万 | 0.22% | 1,301 | 18 | 1.4% | $1.17万 | 加仓 |
| JBL | JABIL INC COM | $84.07万 | 0.22% | 3,165 | 50 | 1.6% | $1.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $81.05万 | 0.21% | 4,902 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $80.98万 | 0.21% | 27,849 | -278 | -1.0% | -$8,084 | 减仓 |
| ABBV | ABBVIE INC COM | $80.20万 | 0.21% | 3,688 | 66 | 1.8% | $1.44万 | 加仓 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $67.89万 | 0.17% | 23,689 | -381 | -1.6% | -$1.09万 | 减仓 |
| MCD | MCDONALDS CORP COM | $67.62万 | 0.17% | 2,176 | 24 | 1.1% | $7,458 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $67.22万 | 0.17% | 2,773 | 70 | 2.6% | $1.70万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $67.02万 | 0.17% | 3,694 | -21 | -0.6% | -$3,810 | 减仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $66.82万 | 0.17% | 7,314 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $65.91万 | 0.17% | 4,627 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $63.88万 | 0.16% | 5,998 | -221 | -3.6% | -$2.35万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $62.54万 | 0.16% | 1,949 | 3 | 0.2% | $963 | 加仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $58.58万 | 0.15% | 12,319 | 255 | 2.1% | $1.21万 | 加仓 |
| DTH | WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | $57.80万 | 0.15% | 10,686 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $55.90万 | 0.14% | 11,915 | -337 | -2.8% | -$1.58万 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $52.34万 | 0.13% | 4,319 | -23 | -0.5% | -$2,787 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $49.30万 | 0.13% | 4,966 | -589 | -10.6% | -$5.85万 | 减仓 |
| COHR | COHERENT CORP COM | $49.17万 | 0.13% | 2,064 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC COM | $48.13万 | 0.12% | 1,370 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $47.99万 | 0.12% | 16,555 | 679 | 4.3% | $1.97万 | 加仓 |
| — | EATON VANCE FLOATING RATE IN | $47.62万 | 0.12% | 26,282 | 26,282 | — | $47.62万 | 新建仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $46.06万 | 0.12% | 8,655 | -236 | -2.7% | -$1.26万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $45.46万 | 0.12% | 696 | 18 | 2.7% | $1.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $43.70万 | 0.11% | 3,559 | 366 | 11.5% | $4.49万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $43.51万 | 0.11% | 6,593 | 51 | 0.8% | $3,365 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $42.86万 | 0.11% | 5,407 | -38 | -0.7% | -$3,012 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $41.86万 | 0.11% | 600 | 25 | 4.3% | $1.74万 | 加仓 |
| CAT | CATERPILLAR INC COM | $41.85万 | 0.11% | 591 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $40.72万 | 0.10% | 4,259 | 524 | 14.0% | $5.01万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $38.32万 | 0.10% | 1,852 | 207 | 12.6% | $4.28万 | 加仓 |
| EWI | ISHARES MSCI ITALY ETF | $37.55万 | 0.10% | 7,029 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $35.98万 | 0.09% | 13,733 | 3,488 | 34.0% | $9.14万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $35.25万 | 0.09% | 1,242 | 46 | 3.8% | $1.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $34.57万 | 0.09% | 3,367 | 2 | 0.1% | $205 | 加仓 |
| DTE | DTE ENERGY CO COM | $33.69万 | 0.09% | 2,304 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $33.65万 | 0.09% | 2,816 | -50 | -1.7% | -$5,975 | 减仓 |
| LOW | LOWES COS INC COM | $32.20万 | 0.08% | 1,363 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $32.16万 | 0.08% | 6,892 | -265 | -3.7% | -$1.24万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $32.15万 | 0.08% | 2,045 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $32.06万 | 0.08% | 6,311 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $30.94万 | 0.08% | 2,693 | -11 | -0.4% | -$1,264 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $30.52万 | 0.08% | 1,673 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TRUST | $29.57万 | 0.08% | 3,354 | 117 | 3.6% | $1.03万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $28.97万 | 0.07% | 5,771 | -773 | -11.8% | -$3.88万 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $28.82万 | 0.07% | 6,127 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES ULTRA QQQ | $28.50万 | 0.07% | 4,672 | 0 | 0.0% | — | 不变 |