Hilltop Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Hilltop Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 2.02 亿美元。前几大持仓：IUSG（21.24%）、IVV（13.05%）、VEA（9.00%）。本季前 25 大持仓中：新建仓 1 只、增持 10 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IUSG | ISHARES TR | $43.0M | 21.24% | 228,398 | 减持 |
| 2 | IVV | ISHARES TR | $26.4M | 13.05% | 35,233 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $18.2M | 9.00% | 255,515 | 减持 |
| 4 | XLV | SELECT SECTOR SPDR TR | $16.7M | 8.25% | 105,190 | 增持 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $6.8M | 3.36% | 113,991 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $6.7M | 3.33% | 33,620 | 增持 |
| 7 | SUSA | ISHARES TR | $6.2M | 3.05% | 39,993 | 减持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 2.79% | 152,811 | 增持 |
| 9 | IUSV | ISHARES TR | $5.1M | 2.51% | 46,125 | 增持 |
| 10 | IVE | ISHARES TR | $4.5M | 2.23% | 19,874 | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $4.3M | 2.12% | 53,280 | 增持 |
| 12 | IVW | ISHARES TR | $4.0M | 1.99% | 29,299 | 减持 |
| 13 | ESGD | ISHARES TR | $3.7M | 1.81% | 35,550 | 减持 |
| 14 | MGK | VANGUARD WORLD FD | $3.6M | 1.77% | 40,715 | 增持 |
| 15 | IWR | ISHARES TR | $3.3M | 1.64% | 30,033 | 增持 |
| 16 | MGC | VANGUARD WORLD FD | $3.2M | 1.60% | 11,818 | 持平 |
| 17 | NTAP | NETAPP INC | $2.9M | 1.43% | 18,634 | 新建仓 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $2.9M | 1.41% | 10,175 | 减持 |
| 19 | IDEV | ISHARES TR | $2.8M | 1.39% | 31,677 | 减持 |
| 20 | AAPL | APPLE INC | $2.6M | 1.28% | 8,928 | 增持 |
| 21 | MGV | VANGUARD WORLD FD | $2.4M | 1.20% | 14,892 | 持平 |
| 22 | XJH | ISHARES TR | $2.2M | 1.08% | 41,740 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $2.0M | 1.00% | 5,435 | 减持 |
| 24 | ESGE | ISHARES INC | $1.6M | 0.79% | 29,187 | 减持 |
| 25 | SPEM | SPDR INDEX SHS FDS | $1.1M | 0.56% | 21,910 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR