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 |
|---|---|---|---|---|---|---|---|---|
| VWO | VANGUARD INTL EQUITY INDEX F | $395.99万 | 0.54% | 66,340 | -1,625 | -2.4% | -$9.70万 | 减仓 |
| DDS | DILLARDS INC | $497.30万 | 0.68% | 9,411 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $507.08万 | 0.69% | 219,230 | 198,804 | 973.3% | $459.83万 | 加仓 |
| GLD | SPDR GOLD TR | $509.17万 | 0.69% | 13,822 | -1,109 | -7.4% | -$40.85万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $521.53万 | 0.71% | 44,701 | 29 | 0.1% | $3,383 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $564.75万 | 0.77% | 6,037 | -28 | -0.5% | -$2.62万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.82% | 8 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $643.41万 | 0.88% | 9,148 | -18 | -0.2% | -$1.27万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $665.09万 | 0.91% | 19,864 | -1,132 | -5.4% | -$37.90万 | 减仓 |
| GOOGL | ALPHABET INC | $675.91万 | 0.92% | 18,913 | 124 | 0.7% | $4.43万 | 加仓 |
| ASML | ASML HLDG NV | $675.91万 | 0.92% | 3,397 | -82 | -2.4% | -$16.32万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $681.85万 | 0.93% | 95,698 | -296 | -0.3% | -$2.11万 | 减仓 |
| ZECP | ZACKS TRUST | $689.85万 | 0.94% | 182,791 | 196 | 0.1% | $7,397 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $703.10万 | 0.96% | 14,051 | -659 | -4.5% | -$32.98万 | 减仓 |
| QQQ | INVESCO QQQ TR | $704.46万 | 0.96% | 9,566 | 963 | 11.2% | $70.92万 | 加仓 |
| APP | APPLOVIN CORP | $708.54万 | 0.96% | 13,752 | 112 | 0.8% | $5.77万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $784.68万 | 1.07% | 266,627 | 207,701 | 352.5% | $611.26万 | 加仓 |
| AVGO | BROADCOM INC | $885.76万 | 1.21% | 23,448 | 3,440 | 17.2% | $129.95万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $898.49万 | 1.22% | 13,082 | -16 | -0.1% | -$1.10万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $904.49万 | 1.23% | 10,776 | -2,992 | -21.7% | -$251.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $964.38万 | 1.31% | 26,062 | 84 | 0.3% | $3.11万 | 加仓 |
| META | META PLATFORMS INC | $981.40万 | 1.34% | 17,423 | -344 | -1.9% | -$19.38万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,222.69万 | 1.66% | 25,602 | -1,448 | -5.4% | -$69.15万 | 减仓 |
| AMZN | AMAZON COM INC | $1,255.07万 | 1.71% | 52,659 | -3,146 | -5.6% | -$74.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,260.15万 | 1.72% | 16,875 | -1,576 | -8.5% | -$117.69万 | 减仓 |
| GOOG | ALPHABET INC | $1,493.72万 | 2.03% | 42,276 | -3,089 | -6.8% | -$109.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,582.20万 | 2.15% | 13,707 | -3,055 | -18.2% | -$352.64万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,973.25万 | 2.69% | 330,361 | 25,509 | 8.4% | $152.37万 | 加仓 |
| AAPL | APPLE INC | $2,083.61万 | 2.84% | 72,008 | 1,371 | 1.9% | $39.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,110.41万 | 2.87% | 56,576 | -30 | -0.1% | -$1.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,966.67万 | 5.40% | 68,284 | -14,427 | -17.4% | -$838.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,992.45万 | 6.80% | 249,510 | -9,393 | -3.6% | -$187.94万 | 减仓 |
| TSLA | TESLA INC | $5,036.36万 | 6.86% | 119,742 | -950 | -0.8% | -$39.96万 | 减仓 |