Balboa Wealth Partners
SCOTTSDALE AZ · SEC CIK 0001929008
$5.96亿2026Q1 申报市值
455持仓数
35.4%前十大占比 · 第一大 7.6%
60 / 33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
FTSM 加仓+$1,548.04万
IJS 新建仓+$214.19万
IJK 加仓+$200.86万
IWM 加仓+$197.56万
LQTI 新建仓+$193.44万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$316.70万
IYH 清仓-$288.93万
IDU 清仓-$273.54万
IYW 减仓-$268.52万
QQQ 减仓-$158.49万
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $20.32万 | 0.03% | 1,713 | 63 | 3.8% | $7,473 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.34万 | 0.03% | 7,438 | 7,438 | — | $20.34万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $20.36万 | 0.03% | 7,976 | 7,976 | — | $20.36万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $20.40万 | 0.03% | 8,128 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.41万 | 0.03% | 8,659 | 8,659 | — | $20.41万 | 新建仓 |
| IUSG | ISHARES TR | $20.46万 | 0.03% | 1,319 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $20.56万 | 0.03% | 1,856 | -496 | -21.1% | -$5.49万 | 减仓 |
| GRMN | GARMIN LTD | $20.88万 | 0.04% | 900 | 900 | — | $20.88万 | 新建仓 |
| NEM | NEWMONT CORP | $21.16万 | 0.04% | 1,955 | 1,955 | — | $21.16万 | 新建仓 |
| AMLP | ALPS ETF TR | $21.21万 | 0.04% | 4,029 | 4,029 | — | $21.21万 | 新建仓 |
| NTR | NUTRIEN LTD | $21.21万 | 0.04% | 2,811 | 2,811 | — | $21.21万 | 新建仓 |
| SCYB | SCHWAB STRATEGIC TR | $21.23万 | 0.04% | 8,166 | 8,166 | — | $21.23万 | 新建仓 |
| WFC | WELLS FARGO & CO | $21.68万 | 0.04% | 2,724 | -87 | -3.1% | -$6,925 | 减仓 |
| MPLX | MPLX LP | $21.81万 | 0.04% | 3,821 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $21.92万 | 0.04% | 4,786 | 4,786 | — | $21.92万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.94万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $22.13万 | 0.04% | 2,260 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $22.18万 | 0.04% | 2,558 | -1,528 | -37.4% | -$13.25万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $22.26万 | 0.04% | 8,383 | 347 | 4.3% | $9,216 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $22.33万 | 0.04% | 7,073 | -20 | -0.3% | -$631 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $22.54万 | 0.04% | 653 | 653 | — | $22.54万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $22.65万 | 0.04% | 1,729 | 1,729 | — | $22.65万 | 新建仓 |
| ALNT | ALLIENT INC | $22.66万 | 0.04% | 3,834 | 3,834 | — | $22.66万 | 新建仓 |
| SBUX | STARBUCKS CORP | $22.79万 | 0.04% | 2,544 | 28 | 1.1% | $2,509 | 加仓 |
| USMV | ISHARES TR | $23.02万 | 0.04% | 2,482 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG | $23.10万 | 0.04% | 34,588 | -240 | -0.7% | -$1,603 | 减仓 |
| EBND | SPDR SERIES TRUST | $23.24万 | 0.04% | 11,259 | 168 | 1.5% | $3,468 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $23.34万 | 0.04% | 1,911 | -205 | -9.7% | -$2.50万 | 减仓 |
| IYW | ISHARES TR | $23.46万 | 0.04% | 1,293 | -14,801 | -92.0% | -$268.52万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $23.51万 | 0.04% | 5,244 | 5,244 | — | $23.51万 | 新建仓 |
| EQT | EQT CORP | $23.52万 | 0.04% | 3,696 | 3,696 | — | $23.52万 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $23.53万 | 0.04% | 7,115 | 2,603 | 57.7% | $8.61万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $23.61万 | 0.04% | 4,739 | 495 | 11.7% | $2.47万 | 加仓 |
| PACS | PACS GROUP INC | $23.74万 | 0.04% | 7,392 | 7,392 | — | $23.74万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $23.77万 | 0.04% | 1,205 | 1,205 | — | $23.77万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $23.91万 | 0.04% | 3,638 | 3,638 | — | $23.91万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $23.92万 | 0.04% | 2,548 | 2,548 | — | $23.92万 | 新建仓 |
| IJT | ISHARES TR | $24.01万 | 0.04% | 1,659 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $24.05万 | 0.04% | 2,092 | -46 | -2.2% | -$5,289 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.09万 | 0.04% | 578 | -15 | -2.5% | -$6,251 | 减仓 |
| IEF | ISHARES TR | $24.12万 | 0.04% | 2,527 | 145 | 6.1% | $1.38万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $24.16万 | 0.04% | 2,213 | 2,213 | — | $24.16万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $24.20万 | 0.04% | 4,794 | 622 | 14.9% | $3.14万 | 加仓 |
| CRWV | COREWEAVE INC | $24.22万 | 0.04% | 3,127 | -2,257 | -41.9% | -$17.49万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $24.27万 | 0.04% | 7,840 | 7,840 | — | $24.27万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $24.37万 | 0.04% | 6,255 | 6,255 | — | $24.37万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $24.56万 | 0.04% | 62,183 | -240 | -0.4% | -$948 | 减仓 |
| COP | CONOCOPHILLIPS | $24.57万 | 0.04% | 1,862 | 1,862 | — | $24.57万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $24.75万 | 0.04% | 7,934 | 712 | 9.9% | $2.22万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $24.77万 | 0.04% | 915 | 50 | 5.8% | $1.35万 | 加仓 |
| FTNT | FORTINET INC | $24.83万 | 0.04% | 3,039 | 76 | 2.6% | $6,211 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $24.96万 | 0.04% | 8,243 | 1,497 | 22.2% | $4.53万 | 加仓 |
| SMH | VANECK ETF TRUST | $25.01万 | 0.04% | 652 | 652 | — | $25.01万 | 新建仓 |
| TRFM | ETF SER SOLUTIONS | $25.05万 | 0.04% | 5,393 | -1,070 | -16.6% | -$4.97万 | 减仓 |
| CLS | CELESTICA INC | $25.13万 | 0.04% | 892 | 51 | 6.1% | $1.44万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $25.50万 | 0.04% | 6,039 | -361 | -5.6% | -$1.52万 | 减仓 |
| MTDR | MATADOR RES CO | $25.56万 | 0.04% | 4,046 | 4,046 | — | $25.56万 | 新建仓 |
| USB | US BANCORP | $25.59万 | 0.04% | 4,920 | 188 | 4.0% | $9,778 | 加仓 |
| VBR | VANGUARD INDEX FDS | $25.90万 | 0.04% | 1,192 | -49 | -3.9% | -$1.06万 | 减仓 |
| IVE | ISHARES TR | $26.09万 | 0.04% | 1,235 | 40 | 3.3% | $8,449 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $26.28万 | 0.04% | 6,841 | 1,457 | 27.1% | $5.60万 | 加仓 |
| CI | THE CIGNA GROUP | $26.30万 | 0.04% | 986 | 105 | 11.9% | $2.80万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $26.32万 | 0.04% | 6,675 | -1,033 | -13.4% | -$4.07万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $26.34万 | 0.04% | 693 | 2 | 0.3% | $760 | 加仓 |
| GEV | GE VERNOVA INC | $26.45万 | 0.04% | 303 | -58 | -16.1% | -$5.06万 | 重新持有 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $26.46万 | 0.04% | 5,311 | 170 | 3.3% | $8,468 | 加仓 |
| BAC | BANK AMERICA CORP | $26.52万 | 0.04% | 5,440 | -4,436 | -44.9% | -$21.62万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.65万 | 0.04% | 7,043 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $26.73万 | 0.04% | 8,816 | 3 | 0.0% | $91 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $26.73万 | 0.04% | 6,101 | 6,101 | — | $26.73万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.76万 | 0.04% | 683 | -230 | -25.2% | -$9.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $26.92万 | 0.05% | 923 | -519 | -36.0% | -$15.14万 | 减仓 |
| CB | CHUBB LTD SWITZ | $27.18万 | 0.05% | 834 | 1 | 0.1% | $326 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $27.58万 | 0.05% | 9,206 | 817 | 9.7% | $2.45万 | 加仓 |
| ARLO | ARLO TECHNOLOGIES INC | $27.79万 | 0.05% | 19,526 | 6,301 | 47.6% | $8.97万 | 加仓 |
| AZZ | AZZ INC | $27.82万 | 0.05% | 2,223 | 2,223 | — | $27.82万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $27.99万 | 0.05% | 5,632 | -350 | -5.9% | -$1.74万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $28.10万 | 0.05% | 968 | 220 | 29.4% | $6.39万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $28.23万 | 0.05% | 3,688 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $28.27万 | 0.05% | 5,612 | -1,569 | -21.8% | -$7.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.27万 | 0.05% | 2,044 | 6 | 0.3% | $830 | 加仓 |
| CVSA | COVISTA INC | $28.74万 | 0.05% | 2,494 | 1,093 | 78.0% | $12.60万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $29.42万 | 0.05% | 11,887 | -226 | -1.9% | -$5,593 | 减仓 |
| MCO | MOODYS CORP | $29.46万 | 0.05% | 675 | 1 | 0.1% | $436 | 加仓 |
| SPTL | SPDR SERIES TRUST | $29.47万 | 0.05% | 11,204 | -14,448 | -56.3% | -$38.00万 | 减仓 |
| IWB | ISHARES TR | $29.47万 | 0.05% | 826 | 79 | 10.6% | $2.82万 | 加仓 |
| O | REALTY INCOME CORP | $29.59万 | 0.05% | 4,836 | 519 | 12.0% | $3.18万 | 重新持有 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $29.70万 | 0.05% | 6,970 | 6,970 | — | $29.70万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $29.73万 | 0.05% | 3,201 | 3,201 | — | $29.73万 | 新建仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $29.93万 | 0.05% | 7,064 | -50 | -0.7% | -$2,119 | 减仓 |
| CLOI | VANECK ETF TRUST | $30.16万 | 0.05% | 5,722 | -505 | -8.1% | -$2.66万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $30.30万 | 0.05% | 2,078 | -36 | -1.7% | -$5,248 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $30.30万 | 0.05% | 8,578 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $30.55万 | 0.05% | 2,333 | 211 | 9.9% | $2.76万 | 加仓 |
| SOXX | ISHARES TR | $30.85万 | 0.05% | 939 | -110 | -10.5% | -$3.61万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $30.88万 | 0.05% | 7,861 | 225 | 2.9% | $8,838 | 加仓 |
| AMGN | AMGEN INC | $31.20万 | 0.05% | 887 | -69 | -7.2% | -$2.43万 | 减仓 |
| PLXS | PLEXUS CORP | $31.21万 | 0.05% | 1,541 | 1,541 | — | $31.21万 | 新建仓 |
| EAT | BRINKER INTL INC | $31.32万 | 0.05% | 2,194 | 763 | 53.3% | $10.89万 | 加仓 |
| IEMG | ISHARES INC | $31.46万 | 0.05% | 4,510 | 4,510 | — | $31.46万 | 新建仓 |