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 |
|---|---|---|---|---|---|---|---|---|
| AGX | ARGAN INC | $52.11万 | 0.07% | 653 | -29 | -4.3% | -$2.31万 | 减仓 |
| ILMN | ILLUMINA INC | $52.40万 | 0.07% | 2,980 | -478 | -13.8% | -$8.40万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $52.97万 | 0.07% | 11,503 | 1,137 | 11.0% | $5.24万 | 加仓 |
| QCOM | QUALCOMM INC | $52.98万 | 0.07% | 2,867 | -600 | -17.3% | -$11.09万 | 减仓 |
| SCYB | SCHWAB STRATEGIC TR | $53.49万 | 0.07% | 20,431 | 12,265 | 150.2% | $32.11万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $53.99万 | 0.07% | 16,374 | 569 | 3.6% | $1.88万 | 加仓 |
| ENB | ENBRIDGE INC | $54.09万 | 0.07% | 9,977 | -1,740 | -14.9% | -$9.43万 | 减仓 |
| COHR | COHERENT CORP | $54.16万 | 0.07% | 1,373 | 51 | 3.9% | $2.01万 | 加仓 |
| C | CITIGROUP INC | $54.48万 | 0.07% | 3,892 | 190 | 5.1% | $2.66万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $55.05万 | 0.07% | 8,991 | -696 | -7.2% | -$4.26万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $55.22万 | 0.08% | 3,232 | 3,232 | — | $55.22万 | 新建仓 |
| SUI | SUN CMNTYS INC | $55.84万 | 0.08% | 4,657 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $55.93万 | 0.08% | 1,826 | 629 | 52.5% | $19.27万 | 重新持有 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $56.26万 | 0.08% | 17,793 | -73 | -0.4% | -$2,308 | 减仓 |
| IXN | ISHARES TR | $56.30万 | 0.08% | 3,897 | 3,897 | — | $56.30万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $56.33万 | 0.08% | 6,147 | -2,362 | -27.8% | -$21.65万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $56.52万 | 0.08% | 25,356 | 2,338 | 10.2% | $5.21万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $56.61万 | 0.08% | 24,517 | -7,699 | -23.9% | -$17.78万 | 减仓 |
| FIX | COMFORT SYS USA INC | $56.68万 | 0.08% | 286 | -108 | -27.4% | -$21.41万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $56.72万 | 0.08% | 16,095 | -3,491 | -17.8% | -$12.30万 | 减仓 |
| AGM | FEDERAL AGRIC MTG CORP | $56.79万 | 0.08% | 2,850 | 0 | 0.0% | — | 不变 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $56.96万 | 0.08% | 11,364 | 166 | 1.5% | $8,320 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $57.98万 | 0.08% | 9,434 | -94 | -1.0% | -$5,777 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $58.33万 | 0.08% | 6,322 | -2,079 | -24.7% | -$19.18万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $58.71万 | 0.08% | 17,635 | 10,794 | 157.8% | $35.93万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $60.15万 | 0.08% | 1,822 | 899 | 97.4% | $29.68万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $60.17万 | 0.08% | 12,505 | 12,505 | — | $60.17万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $60.51万 | 0.08% | 7,078 | 8 | 0.1% | $684 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.61万 | 0.08% | 6,680 | -213 | -3.1% | -$1.93万 | 减仓 |
| GE | GE AEROSPACE | $60.92万 | 0.08% | 1,630 | -60 | -3.6% | -$2.24万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $61.00万 | 0.08% | 12,923 | -3,999 | -23.6% | -$18.88万 | 减仓 |
| SOXX | ISHARES TR | $61.43万 | 0.08% | 959 | 20 | 2.1% | $1.28万 | 加仓 |
| IEMG | ISHARES INC | $62.12万 | 0.08% | 7,499 | 2,989 | 66.3% | $24.76万 | 加仓 |
| GEV | GE VERNOVA INC | $62.27万 | 0.08% | 530 | 227 | 74.9% | $26.67万 | 加仓 |
| TGT | TARGET CORP | $62.52万 | 0.09% | 4,787 | 111 | 2.4% | $1.45万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $62.87万 | 0.09% | 12,477 | -14,920 | -54.5% | -$75.18万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $63.15万 | 0.09% | 4,322 | 1,989 | 85.3% | $29.06万 | 加仓 |
| PFE | PFIZER INC | $63.37万 | 0.09% | 26,316 | -1,370 | -4.9% | -$3.30万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $63.53万 | 0.09% | 16,737 | 112 | 0.7% | $4,252 | 加仓 |
| IWB | ISHARES TR | $63.55万 | 0.09% | 1,552 | 726 | 87.9% | $29.73万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $64.26万 | 0.09% | 8,131 | -580 | -6.7% | -$4.58万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $64.66万 | 0.09% | 34,896 | -2,471 | -6.6% | -$4.58万 | 减仓 |
| HGER | HARBOR ETF TRUST | $64.78万 | 0.09% | 22,079 | 22,079 | — | $64.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $64.81万 | 0.09% | 2,305 | -65 | -2.7% | -$1.83万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $65.20万 | 0.09% | 3,838 | 15 | 0.4% | $2,548 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $65.22万 | 0.09% | 4,520 | 4,520 | — | $65.22万 | 新建仓 |
| IJR | ISHARES TR | $65.24万 | 0.09% | 4,399 | -299 | -6.4% | -$4.43万 | 减仓 |
| JNK | SPDR SERIES TRUST | $65.98万 | 0.09% | 6,847 | 2,814 | 69.8% | $27.12万 | 加仓 |
| CMI | CUMMINS INC | $66.70万 | 0.09% | 935 | -22 | -2.3% | -$1.57万 | 减仓 |
| APH | AMPHENOL CORP | $67.17万 | 0.09% | 3,810 | 891 | 30.5% | $15.71万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $67.26万 | 0.09% | 697 | 14 | 2.0% | $1.35万 | 加仓 |
| — | ZACKS TRUST | $67.30万 | 0.09% | 21,177 | 126 | 0.6% | $4,004 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $67.42万 | 0.09% | 15,199 | 1 | 0.0% | $44 | 加仓 |
| TJX | TJX COS INC NEW | $69.02万 | 0.09% | 4,556 | -9 | -0.2% | -$1,364 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $69.06万 | 0.09% | 4,353 | -454 | -9.4% | -$7.20万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $70.07万 | 0.10% | 5,483 | 5,483 | — | $70.07万 | 新建仓 |
| BKIE | BNY MELLON ETF TRUST | $70.52万 | 0.10% | 7,010 | 74 | 1.1% | $7,444 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $70.62万 | 0.10% | 6,643 | 904 | 15.8% | $9.61万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $70.73万 | 0.10% | 7,872 | 353 | 4.7% | $3.17万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $71.28万 | 0.10% | 2,621 | 73 | 2.9% | $1.99万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $72.49万 | 0.10% | 30,614 | 30,614 | — | $72.49万 | 新建仓 |
| — | GABELLI UTIL TR | $72.78万 | 0.10% | 110,443 | -2,815 | -2.5% | -$1.86万 | 减仓 |
| IJH | ISHARES TR | $73.66万 | 0.10% | 9,553 | -825 | -7.9% | -$6.36万 | 减仓 |
| NVO | NOVO-NORDISK A S | $74.07万 | 0.10% | 15,451 | 2,118 | 15.9% | $10.15万 | 加仓 |
| MCD | MCDONALDS CORP | $74.42万 | 0.10% | 2,753 | -147 | -5.1% | -$3.97万 | 减仓 |
| WELL | WELLTOWER INC | $75.03万 | 0.10% | 3,306 | -875 | -20.9% | -$19.86万 | 减仓 |
| ACWI | ISHARES TR | $75.28万 | 0.10% | 4,796 | 2,243 | 87.9% | $35.21万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $75.94万 | 0.10% | 1,189 | -188 | -13.7% | -$12.01万 | 减仓 |
| FISR | SSGA ACTIVE TR | $75.98万 | 0.10% | 29,621 | -60,767 | -67.2% | -$155.87万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $76.06万 | 0.10% | 17,968 | 2,659 | 17.4% | $11.26万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $77.67万 | 0.11% | 10,517 | 10,517 | — | $77.67万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $77.96万 | 0.11% | 4,310 | -32 | -0.7% | -$5,789 | 减仓 |
| T | AT&T INC | $78.13万 | 0.11% | 37,743 | 336 | 0.9% | $6,955 | 加仓 |
| SGOV | ISHARES TR | $78.20万 | 0.11% | 7,768 | -1,251 | -13.9% | -$12.59万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $79.52万 | 0.11% | 3,738 | 60 | 1.6% | $1.28万 | 加仓 |
| IFRA | ISHARES TR | $80.48万 | 0.11% | 12,766 | 616 | 5.1% | $3.88万 | 加仓 |
| TFLO | ISHARES TR | $80.60万 | 0.11% | 15,920 | -500 | -3.0% | -$2.53万 | 减仓 |
| IEFA | ISHARES TR | $80.80万 | 0.11% | 8,366 | 524 | 6.7% | $5.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $81.05万 | 0.11% | 2,038 | -72 | -3.4% | -$2.86万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $81.50万 | 0.11% | 7,582 | -175 | -2.3% | -$1.88万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $82.03万 | 0.11% | 4,568 | 16 | 0.4% | $2,873 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $83.03万 | 0.11% | 26,184 | 3,738 | 16.7% | $11.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $83.42万 | 0.11% | 5,688 | -99 | -1.7% | -$1.45万 | 减仓 |
| MS | MORGAN STANLEY | $83.87万 | 0.11% | 4,012 | 657 | 19.6% | $13.73万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $84.64万 | 0.12% | 14,986 | 2,199 | 17.2% | $12.42万 | 加仓 |
| OKE | ONEOK INC NEW | $84.71万 | 0.12% | 9,744 | 27 | 0.3% | $2,347 | 加仓 |
| ETN | EATON CORP PLC | $85.35万 | 0.12% | 2,003 | 83 | 4.3% | $3.54万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $85.85万 | 0.12% | 17,218 | -716 | -4.0% | -$3.57万 | 减仓 |
| MRK | MERCK & CO INC | $86.46万 | 0.12% | 6,729 | -218 | -3.1% | -$2.80万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $87.04万 | 0.12% | 4,539 | 2,389 | 111.1% | $45.81万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $88.77万 | 0.12% | 23,800 | -18,386 | -43.6% | -$68.58万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $89.40万 | 0.12% | 17,266 | -6,757 | -28.1% | -$34.99万 | 减仓 |
| KO | COCA COLA CO | $90.17万 | 0.12% | 11,095 | 3,458 | 45.3% | $28.10万 | 加仓 |
| PWR | QUANTA SVCS INC | $90.29万 | 0.12% | 1,254 | 1,254 | — | $90.29万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $91.77万 | 0.12% | 12,434 | 1,176 | 10.4% | $8.68万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $91.94万 | 0.13% | 27,477 | -296 | -1.1% | -$9,904 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $92.35万 | 0.13% | 33,789 | 4,498 | 15.4% | $12.29万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $92.83万 | 0.13% | 17,736 | 1,517 | 9.4% | $7.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $94.77万 | 0.13% | 2,187 | 83 | 3.9% | $3.60万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $95.43万 | 0.13% | 2,694 | 22 | 0.8% | $7,793 | 加仓 |