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 |
|---|---|---|---|---|---|---|---|---|
| SPYI | NEOS ETF TRUST | $96.04万 | 0.13% | 18,090 | 18,090 | — | $96.04万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $97.48万 | 0.13% | 18,183 | -422 | -2.3% | -$2.26万 | 减仓 |
| RMOP | TIDAL TRUST III | $97.49万 | 0.13% | 38,176 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $97.72万 | 0.13% | 44,236 | -154 | -0.3% | -$3,402 | 减仓 |
| SMBC | SOUTHERN MO BANCORP INC | $98.64万 | 0.13% | 12,943 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $100.57万 | 0.14% | 4,208 | 642 | 18.0% | $15.34万 | 加仓 |
| CVX | CHEVRON CORPORATION | $100.72万 | 0.14% | 6,076 | -363 | -5.6% | -$6.02万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $101.47万 | 0.14% | 21,617 | 1,537 | 7.7% | $7.21万 | 加仓 |
| XAR | SPDR SERIES TRUST | $102.97万 | 0.14% | 3,628 | -49 | -1.3% | -$1.39万 | 减仓 |
| IYE | ISHARES TR | $103.59万 | 0.14% | 18,305 | 18,305 | — | $103.59万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $104.74万 | 0.14% | 25,003 | 25,003 | — | $104.74万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $104.95万 | 0.14% | 2,960 | 35 | 1.2% | $1.24万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $105.65万 | 0.14% | 19,206 | -1,027 | -5.1% | -$5.65万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $106.21万 | 0.14% | 19,113 | 6,256 | 48.7% | $34.76万 | 加仓 |
| IYZ | ISHARES TR | $106.48万 | 0.14% | 25,166 | -63,797 | -71.7% | -$269.92万 | 重新持有 |
| SO | SOUTHERN CO | $108.16万 | 0.15% | 11,301 | 68 | 0.6% | $6,508 | 加仓 |
| CSHI | NEOS ETF TRUST | $108.36万 | 0.15% | 21,755 | 6,744 | 44.9% | $33.59万 | 加仓 |
| WMT | WALMART INC | $109.08万 | 0.15% | 9,631 | -2,179 | -18.5% | -$24.68万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $109.45万 | 0.15% | 14,337 | 14,337 | — | $109.45万 | 新建仓 |
| B | BARRICK MNG CORP | $111.17万 | 0.15% | 30,267 | 766 | 2.6% | $2.81万 | 加仓 |
| SHLD | GLOBAL X FDS | $111.29万 | 0.15% | 18,639 | 18,639 | — | $111.29万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $111.46万 | 0.15% | 18,792 | 5,913 | 45.9% | $35.07万 | 加仓 |
| IVW | ISHARES TR | $112.76万 | 0.15% | 8,199 | 2,133 | 35.2% | $29.33万 | 加仓 |
| SGOL | ETFS GOLD TR | $113.08万 | 0.15% | 29,580 | 366 | 1.3% | $1.40万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $115.65万 | 0.16% | 2,270 | -199 | -8.1% | -$10.14万 | 减仓 |
| HD | HOME DEPOT INC | $116.77万 | 0.16% | 3,311 | -139 | -4.0% | -$4.90万 | 减仓 |
| NUE | NUCOR CORP | $118.22万 | 0.16% | 5,307 | -95 | -1.8% | -$2.12万 | 减仓 |
| URA | GLOBAL X FDS | $119.10万 | 0.16% | 27,255 | 908 | 3.4% | $3.97万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $119.37万 | 0.16% | 11,904 | -589 | -4.7% | -$5.91万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $122.58万 | 0.17% | 26,186 | 1,701 | 6.9% | $7.96万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $122.59万 | 0.17% | 7,035 | 309 | 4.6% | $5.38万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $125.00万 | 0.17% | 19,273 | -9,912 | -34.0% | -$64.29万 | 减仓 |
| VB | VANGUARD INDEX FDS | $129.13万 | 0.18% | 4,260 | 309 | 7.8% | $9.37万 | 加仓 |
| CCJ | CAMECO CORP | $130.39万 | 0.18% | 12,801 | 465 | 3.8% | $4.74万 | 加仓 |
| IYM | ISHARES TR | $132.21万 | 0.18% | 7,364 | 7,364 | — | $132.21万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $132.76万 | 0.18% | 31,356 | -684 | -2.1% | -$2.90万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $134.79万 | 0.18% | 18,361 | 12,223 | 199.1% | $89.73万 | 加仓 |
| IYW | ISHARES TR | $138.93万 | 0.19% | 5,508 | 4,215 | 326.0% | $106.31万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $141.77万 | 0.19% | 9,725 | -400 | -4.0% | -$5.83万 | 减仓 |
| — | EXXON MOBIL CORP | $141.85万 | 0.19% | 10,375 | 31 | 0.3% | $4,238 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $142.16万 | 0.19% | 59,607 | 300 | 0.5% | $7,155 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $143.01万 | 0.19% | 1,462 | 49 | 3.5% | $4.79万 | 加仓 |
| IWM | ISHARES TR | $143.09万 | 0.19% | 4,763 | -6,004 | -55.8% | -$180.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $144.27万 | 0.20% | 16,748 | 1,334 | 8.7% | $11.49万 | 加仓 |
| FTNT | FORTINET INC | $145.65万 | 0.20% | 9,481 | 6,442 | 212.0% | $98.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $145.97万 | 0.20% | 3,383 | 1,032 | 43.9% | $44.53万 | 加仓 |
| IWF | ISHARES TR | $146.12万 | 0.20% | 11,768 | 3,980 | 51.1% | $49.42万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $146.52万 | 0.20% | 9,070 | 2,668 | 41.7% | $43.10万 | 加仓 |
| CSCO | CISCO SYS INC | $146.58万 | 0.20% | 12,479 | 2,446 | 24.4% | $28.73万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $146.71万 | 0.20% | 11,590 | -1,482 | -11.3% | -$18.76万 | 减仓 |
| MINT | PIMCO ETF TR | $146.76万 | 0.20% | 14,558 | 7,169 | 97.0% | $72.27万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $146.83万 | 0.20% | 21,006 | -1,205 | -5.4% | -$8.42万 | 减仓 |
| IVV | ISHARES TR | $149.55万 | 0.20% | 1,997 | 40 | 2.0% | $3.00万 | 加仓 |
| CAT | CATERPILLAR INC | $150.56万 | 0.21% | 1,414 | 106 | 8.1% | $11.29万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $151.34万 | 0.21% | 58,318 | 7,985 | 15.9% | $20.72万 | 加仓 |
| ORCL | ORACLE CORP | $153.32万 | 0.21% | 10,462 | -203 | -1.9% | -$2.98万 | 减仓 |
| — | ISHARES TR | $156.71万 | 0.21% | 53,797 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $161.20万 | 0.22% | 44,128 | 2,079 | 4.9% | $7.59万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $162.48万 | 0.22% | 31,996 | -631 | -1.9% | -$3.20万 | 减仓 |
| AMAT | APPLIED MATLS INC | $164.79万 | 0.22% | 2,279 | -772 | -25.3% | -$55.82万 | 减仓 |
| EMLC | VANECK ETF TRUST | $170.10万 | 0.23% | 66,550 | 1,043 | 1.6% | $2.67万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $175.76万 | 0.24% | 48,471 | 20,230 | 71.6% | $73.35万 | 加仓 |
| LLY | ELI LILLY & CO | $177.31万 | 0.24% | 1,478 | -48 | -3.1% | -$5.76万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $177.62万 | 0.24% | 11,240 | 529 | 4.9% | $8.36万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $181.16万 | 0.25% | 31,127 | -25,154 | -44.7% | -$146.40万 | 减仓 |
| RTX | RTX CORPORATION | $181.86万 | 0.25% | 9,585 | -112 | -1.2% | -$2.12万 | 减仓 |
| IWD | ISHARES TR | $187.79万 | 0.26% | 7,746 | 4,012 | 107.4% | $97.26万 | 加仓 |
| VV | VANGUARD INDEX FDS | $188.81万 | 0.26% | 5,490 | 17 | 0.3% | $5,846 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $199.84万 | 0.27% | 21,107 | 2,664 | 14.4% | $25.22万 | 加仓 |
| NFLX | NETFLIX INC. | $203.74万 | 0.28% | 28,535 | -732 | -2.5% | -$5.23万 | 减仓 |
| V | VISA INC | $207.20万 | 0.28% | 6,039 | 466 | 8.4% | $15.99万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $207.27万 | 0.28% | 6,078 | -78 | -1.3% | -$2.66万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $211.33万 | 0.29% | 21,902 | 3,615 | 19.8% | $34.88万 | 加仓 |
| NOW | SERVICENOW INC | $213.57万 | 0.29% | 21,512 | 18,343 | 578.8% | $182.11万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $222.80万 | 0.30% | 4,265 | 1,784 | 71.9% | $93.19万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $229.33万 | 0.31% | 119,986 | 34,096 | 39.7% | $65.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $229.34万 | 0.31% | 3,005 | -309 | -9.3% | -$23.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $231.61万 | 0.32% | 6,847 | 514 | 8.1% | $17.39万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $236.36万 | 0.32% | 80,396 | -6,142 | -7.1% | -$18.06万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $237.64万 | 0.32% | 23,061 | 1,047 | 4.8% | $10.79万 | 加仓 |
| SMIZ | ZACKS TRUST | $243.80万 | 0.33% | 54,640 | -8,755 | -13.8% | -$39.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $247.14万 | 0.34% | 9,731 | -763 | -7.3% | -$19.38万 | 减仓 |
| ABBV | ABBVIE INC | $253.07万 | 0.34% | 10,057 | 567 | 6.0% | $14.27万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $255.58万 | 0.35% | 8,580 | -5,610 | -39.5% | -$167.11万 | 减仓 |
| INTC | INTEL CORP | $256.64万 | 0.35% | 18,380 | 4,244 | 30.0% | $59.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $257.19万 | 0.35% | 5,008 | 182 | 3.8% | $9.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $258.58万 | 0.35% | 11,865 | 805 | 7.3% | $17.54万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $260.03万 | 0.35% | 134,661 | 35,866 | 36.3% | $69.26万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $268.62万 | 0.37% | 74,349 | 59,252 | 392.5% | $214.08万 | 加仓 |
| AGG | ISHARES TR | $270.92万 | 0.37% | 27,371 | 1,650 | 6.4% | $16.33万 | 加仓 |
| GLW | CORNING INC | $279.19万 | 0.38% | 10,930 | 646 | 6.3% | $16.50万 | 加仓 |
| BA | BOEING CO | $280.48万 | 0.38% | 12,957 | -1 | -0.0% | -$216 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.07万 | 0.39% | 102,191 | 90,304 | 759.7% | $250.14万 | 加仓 |
| — | ZACKS TRUST | $285.04万 | 0.39% | 97,554 | 271 | 0.3% | $7,918 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $300.51万 | 0.41% | 2,971 | 223 | 8.1% | $22.56万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $314.53万 | 0.43% | 11,389 | -1,250 | -9.9% | -$34.52万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $339.71万 | 0.46% | 63,963 | 5,462 | 9.3% | $29.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $342.44万 | 0.47% | 10,462 | 861 | 9.0% | $28.18万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $345.84万 | 0.47% | 68,388 | 56,355 | 468.3% | $284.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $373.71万 | 0.51% | 19,616 | -988 | -4.8% | -$18.82万 | 减仓 |