HT Partners LLC
CIK 1552999 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $361.1M
- 持仓
- 53
- 截至
- 2026年6月30日
按 13F 价值排名第 4638（共 9443） · 前 49.1%
投资组合价值同比（季度）：+9.4% 13F不披露现金
- 前十大持仓权重
- 85.95%
- 前二十五大持仓权重
- 96.26%
- 持仓高于 1%
- 13
- 有效持仓数量
- 3.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.56% 估计买入 $1935896 · 卖出 $14391526
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.3% 仍持有
- 新仓位
- 1
- 增加
- 13
- 减少
- 22
- 已结清
- 3
本页内容
行业细分
Technology
2.8%
Healthcare
2.5%
Communication Services
2.1%
Retail
0.4%
Communications
0.1%
Consumer Discretionary
0.1%
Energy
0.1%
Consumer products
0.1%
Industrials
0.1%
其他/未映射
91.8%
完整投资组合 53 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHB | $175726248 | 48.66% | 6067895 | $20571781 | 下跌 ×1 | ||
| EFA | $45131289 | 12.50% | 434456 | $1375390 | 下跌 ×6 | ||
| VTI | $23034990 | 6.38% | 62250 | $163162 | 下跌 ×1 | ||
| VEA | $22827075 | 6.32% | 320380 | $1875180 | 下跌 ×1 | ||
| EEM | $12631017 | 3.50% | 184637 | $-157921 | 下跌 ×6 | ||
| QQQM Invesco NASDAQ 100 ETF | $8927011 | 2.47% | 29465 | $966266 | 下跌 ×3 | ||
| VWO | $7369148 | 2.04% | 123457 | $675488 | 下跌 ×1 | ||
| BND Vanguard Total Bond Market ETF | $5974546 | 1.65% | 81386 | $2931 | 上涨 ×4 | ||
| LLY Eli Lilly and Company Common Stock | $4651390 | 1.29% | 3878 | $1048651 | 下跌 ×2 | ||
| BNDX Vanguard Total International Bond ETF | $4123766 | 1.14% | 85149 | $324885 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3886385 | 1.08% | 10875 | $723378 | 下跌 ×5 | ||
| BSV | $3825615 | 1.06% | 49103 | $257176 | 上涨 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $3655602 | 1.01% | 18270 | $437683 | 下跌 ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $3345107 | 0.93% | 8968 | $28215 | 上涨 ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3266054 | 0.90% | 12860 | $122556 | |||
| IWR | $2973786 | 0.82% | 26956 | $352854 | |||
| AAPL Apple Inc. - Common Stock | $2772937 | 0.77% | 9583 | $293662 | 下跌 ×2 | ||
| VT | $2684630 | 0.74% | 17105 | $208840 | 下跌 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2574716 | 0.71% | 7287 | $404333 | 下跌 ×1 | ||
| BIV | $1863273 | 0.52% | 24293 | $146250 | 上涨 ×4 | ||
| BLV | $1741448 | 0.48% | 25264 | $152630 | 上涨 ×4 | ||
| BRKB | $1366565 | 0.38% | 2731 | $59787 | 上涨 ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1132564 | 0.31% | 2011 | $6767 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1118291 | 0.31% | 4692 | $134007 | 下跌 ×2 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1030897 | 0.29% | 22023 | $95324 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1014429 | 0.28% | 12836 | $52567 | 上涨 ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1003713 | 0.28% | 1363 | $208929 | 下跌 ×1 | ||
| SIXG Defiance Connective Technologies ETF | $983162 | 0.27% | 10345 | $277889 | |||
| SPY SPY | $912553 | 0.25% | 1222 | $105481 | 下跌 ×1 | ||
| RSP | $753631 | 0.21% | 3542 | $-308070 | 下跌 ×1 | ||
| NOBL | $706268 | 0.20% | 12576 | $70738 | 上涨 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $689745 | 0.19% | 2741 | $93605 | |||
| IYW | $658825 | 0.18% | 2612 | $184956 | |||
| VTEB | $652684 | 0.18% | 12904 | $8903 | |||
| IWD | $562922 | 0.16% | 2322 | $66780 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $465846 | 0.13% | 3966 | $158124 | |||
| VXUS Vanguard Total International Stock ETF | $441299 | 0.12% | 5162 | $22592 | 下跌 ×1 | ||
| VTV | $428886 | 0.12% | 1968 | $42764 | |||
| ITOT | $368950 | 0.10% | 2246 | $19996 | 下跌 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $361716 | 0.10% | 860 | $31602 | 下跌 ×4 | ||
| VO | $351769 | 0.10% | 4366 | $11174 | 上涨 ×1 | ||
| IVV | $350481 | 0.10% | 468 | $44779 | |||
| XLP XLP | $317660 | 0.09% | 3824 | $4168 | |||
| XOM Exxon Mobil Corporation Common Stock | $290257 | 0.08% | 2123 | $-69931 | |||
| PG Procter & Gamble Company (The) Common Stock | $285655 | 0.08% | 1948 | $4286 | |||
| EMR Emerson Electric Company Common Stock | $276423 | 0.08% | 1931 | $23423 | |||
| SCHM | $248614 | 0.07% | 6743 | $32111 | 下跌 ×2 | ||
| AMGN Amgen Inc. - Common Stock | $248414 | 0.07% | 686 | $7045 | |||
| GD General Dynamics Corporation Common Stock | $247968 | 0.07% | 700 | $7714 | |||
| COST Costco Wholesale Corporation - Common Stock | $236241 | 0.07% | 253 | $-15041 | 上涨 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $225517 | 0.06% | 597 | $18764 | 下跌 ×4 | ||
| IEMG | $223917 | 0.06% | 2703 | 上涨 ×1 | |||
| GLD | $204083 | 0.06% | 554 | $-34298 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IEMG | $223917 | 2703 | 0.06% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| CSGP | 2025年12月31日 | 3343 | $282049 | -50.2% |
| T | 2026年3月31日 | 11000 | $273240 | -12.9% |
| PSLV | 2026年6月30日 | 9400 | $229266 | 不再跟踪 |
| DHR | 2026年3月31日 | 992 | $227089 | 13.2% |
| AVGO | 2025年3月31日 | 953 | $220944 | 117.5% |
| AMGN | 2025年6月30日 | 686 | $213723 | 56.2% |
| PEP | 2025年6月30日 | 1386 | $207817 | 7.7% |
| WMT | 2026年6月30日 | 1642 | $204068 | -7.9% |
| DHR | 2025年6月30日 | 992 | $203360 | 8.6% |
| DBEU | 2026年6月30日 | 4166 | $202968 | 不再跟踪 |