Balboa Wealth Partners
SCOTTSDALE AZ · SEC CIK 0001929008
$7.34亿2026Q2 申报市值
476持仓数
35.1%前十大占比 · 第一大 6.9%
68 / 57新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHX 加仓+$611.26万
SCHZ 加仓+$459.83万
JPST 加仓+$284.99万
SCHF 加仓+$250.14万
SCHA 加仓+$214.08万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$838.08万
MU 减仓-$352.64万
IYZ 重新持有-$269.92万
STRL 减仓-$251.14万
IJK 减仓-$239.59万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LMAT | LEMAITRE VASCULAR INC | $21.17万 | 0.03% | 2,206 | -7 | -0.3% | -$672 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.24万 | 0.03% | 949 | 32 | 3.5% | $7,163 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.31万 | 0.03% | 7,438 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.34万 | 0.03% | 1,670 | 1,670 | — | $21.34万 | 新建仓 |
| MCB | METROPOLITAN BK HLDG CORP | $21.42万 | 0.03% | 2,169 | 2,169 | — | $21.42万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.43万 | 0.03% | 777 | -209 | -21.2% | -$5.76万 | 减仓 |
| POWI | POWER INTEGRATIONS INC | $21.50万 | 0.03% | 2,567 | 2,567 | — | $21.50万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.52万 | 0.03% | 3,859 | 3,859 | — | $21.52万 | 新建仓 |
| PAVE | GLOBAL X FDS | $21.59万 | 0.03% | 3,665 | 3,665 | — | $21.59万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $21.64万 | 0.03% | 1,141 | -64 | -5.3% | -$1.21万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.69万 | 0.03% | 438 | -463 | -51.4% | -$22.93万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.88万 | 0.03% | 10,273 | 10,273 | — | $21.88万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.90万 | 0.03% | 5,077 | -1,598 | -23.9% | -$6.89万 | 减仓 |
| MMM | 3M CO | $21.91万 | 0.03% | 1,353 | 1,353 | — | $21.91万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $22.00万 | 0.03% | 1,742 | -1,315 | -43.0% | -$16.61万 | 减仓 |
| AVPT | AVEPOINT INC | $22.04万 | 0.03% | 19,663 | -419 | -2.1% | -$4,697 | 减仓 |
| BOX | BOX INC | $22.18万 | 0.03% | 8,359 | 8,359 | — | $22.18万 | 新建仓 |
| TER | TERADYNE INC | $22.21万 | 0.03% | 459 | 459 | — | $22.21万 | 新建仓 |
| STT | STATE STR CORP | $22.45万 | 0.03% | 1,324 | -1,116 | -45.7% | -$18.93万 | 重新持有 |
| STLD | STEEL DYNAMICS INC | $22.46万 | 0.03% | 979 | 979 | — | $22.46万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.47万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $22.48万 | 0.03% | 1,618 | -293 | -15.3% | -$4.07万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $22.53万 | 0.03% | 8,949 | 8,949 | — | $22.53万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $22.54万 | 0.03% | 1,541 | 1,541 | — | $22.54万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.55万 | 0.03% | 8,659 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $22.59万 | 0.03% | 1,022 | 1,022 | — | $22.59万 | 新建仓 |
| KLAC | KLA CORP | $22.78万 | 0.03% | 755 | 755 | — | $22.78万 | 新建仓 |
| HON | HONEYWELL INTL INC | $23.15万 | 0.03% | 1,034 | -544 | -34.5% | -$12.18万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $23.17万 | 0.03% | 7,128 | -1,115 | -13.5% | -$3.62万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $23.32万 | 0.03% | 1,960 | -300 | -13.3% | -$3.57万 | 减仓 |
| NEM | NEWMONT CORP | $23.35万 | 0.03% | 2,500 | 545 | 27.9% | $5.09万 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $23.42万 | 0.03% | 27,333 | -324 | -1.2% | -$2,777 | 减仓 |
| ZS | ZSCALER INC | $23.61万 | 0.03% | 1,673 | 1,673 | — | $23.61万 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $23.66万 | 0.03% | 1,758 | -321 | -15.4% | -$4.32万 | 重新持有 |
| KALU | KAISER ALUMINIUM CORPORATION | $23.67万 | 0.03% | 1,210 | 1,210 | — | $23.67万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $23.68万 | 0.03% | 1,059 | 1,059 | — | $23.68万 | 新建仓 |
| USB | US BANCORP | $23.70万 | 0.03% | 3,923 | -997 | -20.3% | -$6.02万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $23.87万 | 0.03% | 788 | 788 | — | $23.87万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $23.94万 | 0.03% | 279 | 279 | — | $23.94万 | 新建仓 |
| USMV | ISHARES TR | $23.94万 | 0.03% | 2,482 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $24.02万 | 0.03% | 2,620 | 2,620 | — | $24.02万 | 新建仓 |
| NTAP | NETAPP INC | $24.13万 | 0.03% | 1,559 | -313 | -16.7% | -$4.84万 | 重新持有 |
| BX | BLACKSTONE INC | $24.44万 | 0.03% | 2,077 | -15 | -0.7% | -$1,765 | 减仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $24.80万 | 0.03% | 7,898 | 19 | 0.2% | $597 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $24.86万 | 0.03% | 4,178 | -616 | -12.8% | -$3.66万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $24.89万 | 0.03% | 444 | 444 | — | $24.89万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.93万 | 0.03% | 8,610 | 482 | 5.9% | $1.40万 | 加仓 |
| IUSG | ISHARES TR | $25.07万 | 0.03% | 1,333 | 14 | 1.1% | $2,633 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.48万 | 0.03% | 1,376 | 1,376 | — | $25.48万 | 新建仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $25.54万 | 0.03% | 7,054 | -61 | -0.9% | -$2,208 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $25.79万 | 0.04% | 19,129 | -397 | -2.0% | -$5,352 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $25.84万 | 0.04% | 7,636 | 7,636 | — | $25.84万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.89万 | 0.04% | 7,043 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $26.08万 | 0.04% | 3,860 | -1,971 | -33.8% | -$13.32万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $26.16万 | 0.04% | 580 | -107 | -15.6% | -$4.83万 | 减仓 |
| PFF | ISHARES TR | $26.17万 | 0.04% | 8,583 | -233 | -2.6% | -$7,104 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $26.23万 | 0.04% | 7,554 | 7,554 | — | $26.23万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $26.29万 | 0.04% | 3,329 | 3,329 | — | $26.29万 | 新建仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $26.31万 | 0.04% | 8,284 | -99 | -1.2% | -$3,144 | 减仓 |
| SPLB | SPDR SERIES TRUST | $26.38万 | 0.04% | 11,775 | -7,465 | -38.8% | -$16.72万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $26.40万 | 0.04% | 10,775 | 25 | 0.2% | $613 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.42万 | 0.04% | 538 | -40 | -6.9% | -$1.96万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $26.50万 | 0.04% | 5,244 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $26.56万 | 0.04% | 1,932 | 1,932 | — | $26.56万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $26.67万 | 0.04% | 1,370 | 1,370 | — | $26.67万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $26.79万 | 0.04% | 10,530 | -7,695 | -42.2% | -$19.58万 | 减仓 |
| SBUX | STARBUCKS CORP | $26.80万 | 0.04% | 2,623 | 79 | 3.1% | $8,073 | 加仓 |
| IVE | ISHARES TR | $27.02万 | 0.04% | 1,190 | -45 | -3.6% | -$1.02万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $27.06万 | 0.04% | 5,436 | 125 | 2.4% | $6,222 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $27.14万 | 0.04% | 6,735 | -4,583 | -40.5% | -$18.46万 | 减仓 |
| CB | CHUBB LIMITED | $27.26万 | 0.04% | 800 | -34 | -4.1% | -$1.16万 | 减仓 |
| EFA | ISHARES TR | $27.46万 | 0.04% | 2,643 | -3,734 | -58.6% | -$38.79万 | 减仓 |
| MYRG | MYR GROUP INC | $27.57万 | 0.04% | 551 | 551 | — | $27.57万 | 新建仓 |
| CIEN | CIENA CORP | $27.62万 | 0.04% | 563 | 563 | — | $27.62万 | 新建仓 |
| SGVT | SCHWAB STRATEGIC TR | $27.73万 | 0.04% | 2,753 | 2,753 | — | $27.73万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $27.94万 | 0.04% | 1,176 | -414 | -26.0% | -$9.84万 | 减仓 |
| IGV | ISHARES TR | $27.99万 | 0.04% | 3,089 | -1,379 | -30.9% | -$12.49万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $28.19万 | 0.04% | 34,088 | -500 | -1.4% | -$4,135 | 减仓 |
| NUTX | NUTEX HEALTH INC | $28.20万 | 0.04% | 1,650 | 1,650 | — | $28.20万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.22万 | 0.04% | 6,842 | 587 | 9.4% | $2.42万 | 加仓 |
| IJT | ISHARES TR | $28.29万 | 0.04% | 1,584 | -75 | -4.5% | -$1.34万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $28.81万 | 0.04% | 736 | -232 | -24.0% | -$9.08万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $29.00万 | 0.04% | 3,088 | -874 | -22.1% | -$8.21万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $29.11万 | 0.04% | 1,198 | 6 | 0.5% | $1,458 | 加仓 |
| QQQI | NEOS ETF TRUST | $29.77万 | 0.04% | 5,242 | -390 | -6.9% | -$2.21万 | 减仓 |
| PLD | PROLOGIS INC. | $29.88万 | 0.04% | 2,206 | -331 | -13.0% | -$4.48万 | 减仓 |
| SLV | ISHARES SILVER TR | $30.04万 | 0.04% | 5,618 | 996 | 21.5% | $5.33万 | 加仓 |
| CLOI | VANECK ETF TRUST | $30.05万 | 0.04% | 5,675 | -47 | -0.8% | -$2,489 | 减仓 |
| MELI | MERCADOLIBRE INC | $30.21万 | 0.04% | 178 | -90 | -33.6% | -$15.28万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $30.23万 | 0.04% | 8,308 | 8,308 | — | $30.23万 | 新建仓 |
| MCO | MOODYS CORP | $30.31万 | 0.04% | 669 | -6 | -0.9% | -$2,719 | 减仓 |
| BYD | BOYD GAMING CORP | $30.38万 | 0.04% | 3,439 | -500 | -12.7% | -$4.42万 | 减仓 |
| EWY | ISHARES INC | $30.77万 | 0.04% | 1,524 | 1,524 | — | $30.77万 | 新建仓 |
| CVSA | COVISTA INC | $30.95万 | 0.04% | 2,483 | -11 | -0.4% | -$1,371 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $31.21万 | 0.04% | 2,023 | -55 | -2.6% | -$8,486 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $31.23万 | 0.04% | 6,186 | 574 | 10.2% | $2.90万 | 加仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $31.37万 | 0.04% | 7,064 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $31.41万 | 0.04% | 2,296 | -1,384 | -37.6% | -$18.93万 | 减仓 |
| LAC | LITHIUM AMERS CORP NEW | $31.45万 | 0.04% | 81,687 | 19,504 | 31.4% | $7.51万 | 加仓 |
| PACS | PACS GROUP INC | $31.57万 | 0.04% | 7,405 | 13 | 0.2% | $554 | 加仓 |