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Hilltop Partners LLC · 13F 持仓分析
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Hilltop Partners LLC

No.4792 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.13亿
环比变动 Q1 2026
+$2,319.4万+6.0%
持仓股票数
150
新买入
31
加仓
54
减仓
47
清仓
7
持股不变
18
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VVANGUARD RUSSELL 1000 INDEX FUND ETF SHARESVONE
11.33%19%$4,678.6万13.8万股$7,404.6万25.1万股-11.3万股-44.95%减仓
V先锋领航指数基金VTV
7.27%8.45%$3,002.6万13.8万股$3,294.3万16.8万股-3.0万股-17.94%减仓
I景顺QQQ信托VOO
5.9%0.06%$2,434.9万3.3万股$25.1万436股+3.3万股+7,483.72%加仓
IiShares安硕信托IJK
4.58%$1,890.5万16.1万股$00股+16.1万股新买入
IiShares安硕·RUSSELL 2000 VALUE ETFIWN
4.46%$1,843.2万8.3万股$00股+8.3万股新买入
IiShares安硕信托ICVT
3.23%2.44%$1,331.7万10.9万股$949.8万9.3万股+1.6万股+17.24%加仓
S道富SPHY
3.15%3.44%$1,302.3万55.6万股$1,342.2万57.6万股-2.0万股-3.47%减仓
V先锋领航斯科茨代尔基金BSV
3.02%0.11%$1,245.3万15.8万股$42.9万5,407股+15.2万股+2,814.26%加仓
苹果AAPL
2.56%2.35%$1,055.9万3.6万股$914.5万3.6万股+459股+1.27%加仓
IiShares安硕·MSCI TAIWAN ETFEWT
2.19%$902.2万8.3万股$00股+8.3万股新买入
IiShares安硕·MSCI ACWI ETFTOK
2.14%$883.0万5.6万股$00股+5.6万股新买入
IiShares安硕EWC
2.07%$855.9万14.8万股$00股+14.8万股新买入
DDBX ETF信托DBEF
2.04%11.72%$841.8万15.4万股$4,566.3万92.4万股-77.0万股-83.33%减仓
SSPDR道富系列信托SPYG
2%3.66%$826.8万6.9万股$1,426.6万14.6万股-7.6万股-52.31%减仓
IISHARES MSCI SOUTH KOREAETFEWY
1.99%$823.3万4.1万股$00股+4.1万股新买入
礼来LLY
1.82%1.39%$751.8万6,268股$541.8万5,891股+377股+6.40%加仓
V先锋领航斯科茨代尔基金VMBS
1.77%1.24%$729.9万15.6万股$483.4万10.3万股+5.3万股+51.45%加仓
英伟达NVDA
1.6%1.54%$662.3万3.3万股$599.5万3.4万股-1,277股-3.71%减仓
亚马逊AMZN
1.46%1.42%$601.2万2.5万股$552.1万2.7万股-1,284股-4.84%减仓
微软MSFT
1.42%1.4%$586.6万1.6万股$547.3万1.5万股+941股+6.36%加仓
强生JNJ
1.29%1.13%$532.0万2.1万股$442.3万1.8万股+2,853股+15.77%加仓
摩根大通JPM
1.2%1.03%$497.4万1.5万股$403.2万1.4万股+1,489股+10.86%加仓
谷歌AGOOGL
1.2%1.09%$496.9万1.4万股$423.3万1.5万股-814股-5.53%减仓
S嘉信策略信托SCHR
1.18%1.15%$487.7万19.8万股$449.2万18.0万股+1.7万股+9.67%加仓
万事达MA
1.17%0.98%$482.0万9,385股$380.3万7,611股+1,774股+23.31%加仓
VisaV
1.16%0.96%$479.6万1.4万股$373.9万1.2万股+1,609股+13.01%加仓
博通AVGO
1.08%1.13%$446.8万1.2万股$442.0万1.4万股-2,450股-17.16%减仓
Meta平台META
1.07%0.94%$441.8万7,843股$368.0万6,432股+1,411股+21.94%加仓
美光科技MU
0.9%0.05%$373.1万3,232股$20.6万610股+2,622股+429.84%加仓
特斯拉TSLA
0.89%0.75%$367.1万8,728股$291.8万7,848股+880股+11.21%加仓
IiShares安硕·COREIJH
0.86%1.53%$355.9万4.6万股$595.2万8.8万股-4.2万股-47.63%减仓
沃尔玛WMT
0.83%0.75%$344.3万3.0万股$293.3万2.4万股+6,804股+28.83%加仓
伯克希尔哈撒韦BRK.B
0.82%0.72%$338.7万6,768股$279.8万5,839股+929股+15.91%加仓
伊顿ETN
0.75%0.67%$311.6万7,312股$261.9万7,322股-10股-0.14%减仓
NETFLIXNFLX
0.72%0.75%$298.4万4.2万股$292.9万3.0万股+1.1万股+37.17%加仓
好市多COST
0.71%0.69%$294.7万3,151股$268.3万2,693股+458股+17.01%加仓
甲骨文ORCL
0.52%0.67%$215.3万1.5万股$262.0万1.8万股-3,122股-17.53%减仓
IiShares安硕信托USMV
0.49%0.51%$203.9万2.1万股$198.8万2.1万股-301股-1.40%减仓
思科CSCO
0.45%0.41%$187.0万1.6万股$159.9万2.1万股-4,683股-22.73%减仓
阿默普莱斯AMP
0.44%0.42%$183.6万4,002股$164.7万3,707股+295股+7.96%加仓
安费诺APH
0.44%0.35%$182.6万1.0万股$134.5万1.1万股-288股-2.71%减仓
宝洁PG
0.44%1.05%$181.6万1.2万股$407.9万2.8万股-1.6万股-56.14%减仓
SSPDR行业精选信托XLK
0.42%$171.5万9,003股$00股+9,003股新买入
S道富SPIB
0.41%0.43%$168.5万5.0万股$165.9万4.9万股+876股+1.77%加仓
默沙东MRK
0.38%0.35%$156.0万1.2万股$136.4万1.1万股+804股+7.09%加仓
WP CAREYWPC
0.37%0.38%$153.8万2.2万股$149.0万2.2万股-421股-1.92%减仓
可口可乐KO
0.36%0.34%$149.1万1.8万股$133.3万1.8万股+820股+4.68%加仓
SSPDR行业精选信托XLE
0.36%$148.2万2.8万股$00股+2.8万股新买入
艾默生电气EMR
0.35%0.31%$143.6万1.0万股$120.6万9,205股+826股+8.97%加仓
TJXTJX
0.34%0.36%$140.6万9,280股$139.3万8,721股+559股+6.41%加仓

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