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 |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | $108.42万 | 0.18% | 11,233 | 52 | 0.5% | $5,019 | 加仓 |
| T | AT&T INC | $108.44万 | 0.18% | 37,407 | 4,780 | 14.7% | $13.86万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $112.21万 | 0.19% | 2,569 | 1,127 | 78.2% | $49.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $112.69万 | 0.19% | 24,023 | -482 | -2.0% | -$2.26万 | 减仓 |
| HD | HOME DEPOT INC | $113.47万 | 0.19% | 3,450 | 49 | 1.4% | $1.61万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $114.92万 | 0.19% | 2,481 | -2,306 | -48.2% | -$106.81万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $114.96万 | 0.19% | 24,485 | 4,040 | 19.8% | $18.97万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $115.73万 | 0.19% | 6,726 | -182 | -2.6% | -$3.13万 | 减仓 |
| B | BARRICK MNG CORP | $120.33万 | 0.20% | 29,501 | 3,955 | 15.5% | $16.13万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $125.07万 | 0.21% | 27,397 | -4,146 | -13.1% | -$18.93万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $126.45万 | 0.21% | 17,934 | 6,802 | 61.1% | $47.96万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $126.50万 | 0.21% | 1,413 | 70 | 5.2% | $6.27万 | 加仓 |
| URA | GLOBAL X FDS | $127.60万 | 0.21% | 26,347 | -380 | -1.4% | -$1.84万 | 减仓 |
| IVV | ISHARES TR | $127.83万 | 0.21% | 1,957 | -115 | -5.6% | -$7.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $129.39万 | 0.22% | 3,314 | -78 | -2.3% | -$3.05万 | 减仓 |
| SGOL | ETFS GOLD TR | $130.35万 | 0.22% | 29,214 | 1,067 | 3.8% | $4.76万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $131.14万 | 0.22% | 12,639 | 2,008 | 18.9% | $20.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $133.23万 | 0.22% | 6,439 | 1,799 | 38.8% | $37.22万 | 加仓 |
| CCJ | CAMECO CORP | $133.98万 | 0.22% | 12,336 | -730 | -5.6% | -$7.93万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $136.11万 | 0.23% | 59,307 | 1,747 | 3.0% | $4.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $138.71万 | 0.23% | 22,211 | -3,100 | -12.2% | -$19.36万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $138.89万 | 0.23% | 10,125 | -317 | -3.0% | -$4.35万 | 减仓 |
| GLW | CORNING INC | $139.83万 | 0.23% | 10,284 | -764 | -6.9% | -$10.39万 | 减仓 |
| LLY | ELI LILLY & CO | $140.38万 | 0.24% | 1,526 | 143 | 10.3% | $13.15万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $140.55万 | 0.24% | 14,190 | 319 | 2.3% | $3.16万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $142.00万 | 0.24% | 42,049 | -869 | -2.0% | -$2.93万 | 减仓 |
| WMT | WALMART INC | $146.77万 | 0.25% | 11,810 | 3,014 | 34.3% | $37.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $147.36万 | 0.25% | 18,287 | 5,298 | 40.8% | $42.69万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $149.23万 | 0.25% | 2,469 | 843 | 51.8% | $50.95万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $150.95万 | 0.25% | 50,333 | 9,099 | 22.1% | $27.29万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $151.09万 | 0.25% | 58,926 | 10,482 | 21.6% | $26.88万 | 加仓 |
| — | ISHARES TR | $151.49万 | 0.25% | 53,797 | -14,312 | -21.0% | -$40.30万 | 减仓 |
| ORCL | ORACLE CORP | $156.89万 | 0.26% | 10,665 | -697 | -6.1% | -$10.25万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $158.63万 | 0.27% | 10,711 | 55 | 0.5% | $8,145 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $160.32万 | 0.27% | 18,443 | 18,443 | — | $160.32万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $160.84万 | 0.27% | 32,040 | 7,220 | 29.1% | $36.24万 | 加仓 |
| VV | VANGUARD INDEX FDS | $163.56万 | 0.27% | 5,473 | 2,286 | 71.7% | $68.32万 | 加仓 |
| EMLC | VANECK ETF TRUST | $164.49万 | 0.28% | 65,507 | 5,482 | 9.1% | $13.77万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $165.42万 | 0.28% | 85,890 | 85,890 | — | $165.42万 | 新建仓 |
| DUSB | DIMENSIONAL ETF TRUST | $165.45万 | 0.28% | 32,627 | 2,395 | 7.9% | $12.15万 | 加仓 |
| V | VISA INC | $168.45万 | 0.28% | 5,573 | -423 | -7.1% | -$12.79万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $168.51万 | 0.28% | 29,185 | 1,387 | 5.0% | $8.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $171.16万 | 0.29% | 13,072 | 2,301 | 21.4% | $30.13万 | 加仓 |
| — | EXXON MOBIL CORP | $175.49万 | 0.29% | 10,344 | -214 | -2.0% | -$3.63万 | 减仓 |
| RTX | RTX CORPORATION | $187.06万 | 0.31% | 9,697 | 690 | 7.7% | $13.31万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $191.56万 | 0.32% | 6,333 | -873 | -12.1% | -$26.41万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $193.44万 | 0.32% | 98,795 | 98,795 | — | $193.44万 | 新建仓 |
| ABBV | ABBVIE INC | $206.40万 | 0.35% | 9,490 | -348 | -3.5% | -$7.57万 | 减仓 |
| IJS | ISHARES TR | $214.19万 | 0.36% | 18,083 | 18,083 | — | $214.19万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $216.99万 | 0.36% | 11,060 | -643 | -5.5% | -$12.62万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $219.83万 | 0.37% | 22,014 | 9,655 | 78.1% | $96.42万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $221.10万 | 0.37% | 86,538 | -1,505 | -1.7% | -$3.85万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $232.47万 | 0.39% | 2,748 | -317 | -10.3% | -$26.82万 | 减仓 |
| FISR | SSGA ACTIVE TR | $232.48万 | 0.39% | 90,388 | 18,294 | 25.4% | $47.05万 | 加仓 |
| SMIZ | ZACKS TRUST | $235.01万 | 0.39% | 63,395 | 5,976 | 10.4% | $22.15万 | 加仓 |
| IJK | ISHARES TR | $236.88万 | 0.40% | 23,542 | 19,962 | 557.6% | $200.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $241.12万 | 0.40% | 4,826 | -147 | -3.0% | -$7.34万 | 减仓 |
| AGG | ISHARES TR | $255.34万 | 0.43% | 25,721 | 4,471 | 21.0% | $44.38万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $256.52万 | 0.43% | 10,494 | 204 | 2.0% | $4.99万 | 加仓 |
| BA | BOEING CO | $257.90万 | 0.43% | 12,958 | 125 | 1.0% | $2.49万 | 加仓 |
| — | ZACKS TRUST | $262.27万 | 0.44% | 97,283 | 10,235 | 11.8% | $27.59万 | 加仓 |
| IWM | ISHARES TR | $267.02万 | 0.45% | 10,767 | 7,966 | 284.4% | $197.56万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $273.82万 | 0.46% | 20,604 | 401 | 2.0% | $5.33万 | 加仓 |
| NFLX | NETFLIX INC. | $281.40万 | 0.47% | 29,267 | 2,631 | 9.9% | $25.30万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $282.41万 | 0.47% | 9,601 | -1,246 | -11.5% | -$36.65万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $329.47万 | 0.55% | 56,281 | -9,566 | -14.5% | -$56.00万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $358.38万 | 0.60% | 58,501 | 2,690 | 4.8% | $16.48万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $367.35万 | 0.62% | 67,965 | 3,021 | 4.7% | $16.33万 | 加仓 |
| ASML | ASML HLDG NV | $459.58万 | 0.77% | 3,479 | -377 | -9.8% | -$49.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $496.55万 | 0.83% | 8,603 | -2,746 | -24.2% | -$158.49万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $526.12万 | 0.88% | 20,996 | -1,399 | -6.2% | -$35.06万 | 减仓 |
| DDS | DILLARDS INC | $538.41万 | 0.90% | 9,411 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $540.29万 | 0.91% | 18,789 | -847 | -4.3% | -$24.36万 | 减仓 |
| APP | APPLOVIN CORP | $542.86万 | 0.91% | 13,640 | 2,490 | 22.3% | $99.10万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $560.73万 | 0.94% | 13,768 | -1,282 | -8.5% | -$52.21万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $565.31万 | 0.95% | 9,166 | -11 | -0.1% | -$6,784 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $566.29万 | 0.95% | 16,762 | -4,361 | -20.6% | -$147.33万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $574.51万 | 0.96% | 8 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $604.34万 | 1.01% | 6,065 | -157 | -2.5% | -$15.64万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $615.13万 | 1.03% | 95,994 | 13,860 | 16.9% | $88.82万 | 加仓 |
| ZECP | ZACKS TRUST | $617.72万 | 1.04% | 182,595 | 16,502 | 9.9% | $55.83万 | 加仓 |
| AVGO | BROADCOM INC | $619.27万 | 1.04% | 20,008 | -188 | -0.9% | -$5.82万 | 减仓 |
| GLD | SPDR GOLD TR | $642.47万 | 1.08% | 14,931 | -2,360 | -13.6% | -$101.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $653.46万 | 1.10% | 44,672 | 2,464 | 5.8% | $36.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $704.90万 | 1.18% | 14,710 | -357 | -2.4% | -$17.11万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $782.66万 | 1.31% | 13,098 | -5,300 | -28.8% | -$316.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $833.41万 | 1.40% | 25,978 | 275 | 1.1% | $8.82万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $914.16万 | 1.53% | 27,050 | -2,794 | -9.4% | -$94.42万 | 减仓 |
| META | META PLATFORMS INC | $1,016.51万 | 1.71% | 17,767 | -124 | -0.7% | -$7.09万 | 减仓 |
| AMZN | AMAZON COM INC | $1,162.24万 | 1.95% | 55,805 | -146 | -0.3% | -$3.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,199.95万 | 2.01% | 18,451 | -2,276 | -11.0% | -$148.02万 | 减仓 |
| GOOG | ALPHABET INC | $1,301.35万 | 2.18% | 45,365 | -885 | -1.9% | -$25.39万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,682.58万 | 2.82% | 82,711 | 1,327 | 1.6% | $27.00万 | 加仓 |
| AAPL | APPLE INC | $1,792.69万 | 3.01% | 70,637 | 936 | 1.3% | $23.75万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,822.41万 | 3.06% | 304,852 | 258,957 | 564.2% | $1,548.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,095.37万 | 3.51% | 56,606 | 575 | 1.0% | $21.28万 | 加仓 |
| TSLA | TESLA INC | $4,486.72万 | 7.53% | 120,692 | -408 | -0.3% | -$15.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,515.27万 | 7.57% | 258,903 | -6,220 | -2.3% | -$108.48万 | 减仓 |