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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $62.12万 | 0.08% | 7,499 | 2,989 | 66.3% | $24.76万 | 加仓 |
| SOXX | ISHARES TR | $61.43万 | 0.08% | 959 | 20 | 2.1% | $1.28万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $61.00万 | 0.08% | 12,923 | -3,999 | -23.6% | -$18.88万 | 减仓 |
| GE | GE AEROSPACE | $60.92万 | 0.08% | 1,630 | -60 | -3.6% | -$2.24万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $60.61万 | 0.08% | 6,680 | -213 | -3.1% | -$1.93万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $60.51万 | 0.08% | 7,078 | 8 | 0.1% | $684 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $60.17万 | 0.08% | 12,505 | 12,505 | — | $60.17万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $60.15万 | 0.08% | 1,822 | 899 | 97.4% | $29.68万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $58.71万 | 0.08% | 17,635 | 10,794 | 157.8% | $35.93万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $58.33万 | 0.08% | 6,322 | -2,079 | -24.7% | -$19.18万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $57.98万 | 0.08% | 9,434 | -94 | -1.0% | -$5,777 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $56.96万 | 0.08% | 11,364 | 166 | 1.5% | $8,320 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $56.79万 | 0.08% | 2,850 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $56.72万 | 0.08% | 16,095 | -3,491 | -17.8% | -$12.30万 | 减仓 |
| FIX | COMFORT SYS USA INC | $56.68万 | 0.08% | 286 | -108 | -27.4% | -$21.41万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $56.61万 | 0.08% | 24,517 | -7,699 | -23.9% | -$17.78万 | 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 |
| BIL | SPDR SERIES TRUST | $56.33万 | 0.08% | 6,147 | -2,362 | -27.8% | -$21.65万 | 减仓 |
| IXN | ISHARES TR | $56.30万 | 0.08% | 3,897 | 3,897 | — | $56.30万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $56.26万 | 0.08% | 17,793 | -73 | -0.4% | -$2,308 | 减仓 |
| VOT | VANGUARD INDEX FDS | $55.93万 | 0.08% | 1,826 | 629 | 52.5% | $19.27万 | 重新持有 |
| SUI | SUN CMNTYS INC | $55.84万 | 0.08% | 4,657 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $55.22万 | 0.08% | 3,232 | 3,232 | — | $55.22万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $55.05万 | 0.07% | 8,991 | -696 | -7.2% | -$4.26万 | 减仓 |
| C | CITIGROUP INC | $54.48万 | 0.07% | 3,892 | 190 | 5.1% | $2.66万 | 加仓 |
| COHR | COHERENT CORP | $54.16万 | 0.07% | 1,373 | 51 | 3.9% | $2.01万 | 加仓 |
| ENB | ENBRIDGE INC | $54.09万 | 0.07% | 9,977 | -1,740 | -14.9% | -$9.43万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $53.99万 | 0.07% | 16,374 | 569 | 3.6% | $1.88万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $53.49万 | 0.07% | 20,431 | 12,265 | 150.2% | $32.11万 | 加仓 |
| QCOM | QUALCOMM INC | $52.98万 | 0.07% | 2,867 | -600 | -17.3% | -$11.09万 | 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 |
| ILMN | ILLUMINA INC | $52.40万 | 0.07% | 2,980 | -478 | -13.8% | -$8.40万 | 减仓 |
| AGX | ARGAN INC | $52.11万 | 0.07% | 653 | -29 | -4.3% | -$2.31万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $52.10万 | 0.07% | 15,325 | -6 | -0.0% | -$204 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $51.51万 | 0.07% | 6,150 | -96 | -1.5% | -$8,040 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $51.27万 | 0.07% | 18,665 | 735 | 4.1% | $2.02万 | 加仓 |
| — | TIDAL TRUST III | $51.18万 | 0.07% | 27,756 | -15,609 | -36.0% | -$28.78万 | 减仓 |
| LIN | LINDE PLC | $50.76万 | 0.07% | 978 | 41 | 4.4% | $2.13万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $50.42万 | 0.07% | 10,381 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $50.17万 | 0.07% | 9,935 | -333 | -3.2% | -$1.68万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $50.16万 | 0.07% | 9,668 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $49.91万 | 0.07% | 5,083 | 4 | 0.1% | $393 | 加仓 |
| BP | BP PLC | $49.34万 | 0.07% | 13,354 | -77 | -0.6% | -$2,845 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $48.90万 | 0.07% | 18,932 | -78 | -0.4% | -$2,015 | 减仓 |
| FN | FABRINET | $48.84万 | 0.07% | 869 | -235 | -21.3% | -$13.21万 | 减仓 |
| D | DOMINION ENERGY INC | $47.95万 | 0.07% | 7,021 | 200 | 2.9% | $1.37万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.75万 | 0.07% | 1,149 | 234 | 25.6% | $9.73万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $47.14万 | 0.06% | 10,598 | -2,688 | -20.2% | -$11.96万 | 减仓 |
| MPC | MARATHON PETE CORP | $47.07万 | 0.06% | 1,841 | 173 | 10.4% | $4.42万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $46.73万 | 0.06% | 26,354 | -688 | -2.5% | -$1.22万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $46.58万 | 0.06% | 3,496 | 1,640 | 88.4% | $21.85万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $46.51万 | 0.06% | 2,354 | 3 | 0.1% | $593 | 加仓 |
| SNDK | SANDISK CORP | $46.38万 | 0.06% | 204 | 204 | — | $46.38万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $46.28万 | 0.06% | 5,745 | 121 | 2.2% | $9,748 | 加仓 |
| EVRG | EVERGY INC | $46.14万 | 0.06% | 5,338 | -1 | -0.0% | -$86 | 减仓 |
| ADBE | ADOBE INC | $45.86万 | 0.06% | 2,237 | -33 | -1.5% | -$6,765 | 减仓 |
| BAC | BANK OF AMER CORP | $45.31万 | 0.06% | 7,952 | 2,512 | 46.2% | $14.31万 | 加仓 |
| WMB | WILLIAMS COS INC | $45.19万 | 0.06% | 6,079 | 17 | 0.3% | $1,264 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $44.61万 | 0.06% | 3,085 | -51 | -1.6% | -$7,375 | 减仓 |
| FLOT | ISHARES TR | $44.43万 | 0.06% | 8,704 | -141 | -1.6% | -$7,198 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $44.12万 | 0.06% | 27,977 | -500 | -1.8% | -$7,885 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $42.95万 | 0.06% | 811 | -14 | -1.7% | -$7,414 | 减仓 |
| YOU | CLEAR SECURE INC | $42.92万 | 0.06% | 7,701 | -840 | -9.8% | -$4.68万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $42.86万 | 0.06% | 7,431 | -4,286 | -36.6% | -$24.72万 | 减仓 |
| MCK | MCKESSON CORP | $42.70万 | 0.06% | 565 | -556 | -49.6% | -$42.02万 | 减仓 |
| CERY | SPDR SERIES TRUST | $42.54万 | 0.06% | 12,724 | -7,760 | -37.9% | -$25.94万 | 减仓 |
| SSO | PROSHARES TR | $42.48万 | 0.06% | 6,304 | -11,761 | -65.1% | -$79.25万 | 重新持有 |
| MO | ALTRIA GROUP INC | $42.31万 | 0.06% | 5,881 | 13 | 0.2% | $935 | 加仓 |
| VST | VISTRA CORP | $42.05万 | 0.06% | 2,651 | 1,309 | 97.5% | $20.77万 | 重新持有 |
| SMH | VANECK ETF TRUST | $41.86万 | 0.06% | 638 | -14 | -2.1% | -$9,187 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $41.80万 | 0.06% | 10,857 | 1,062 | 10.8% | $4.09万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC | $41.77万 | 0.06% | 3,123 | -515 | -14.2% | -$6.89万 | 减仓 |
| PLXS | PLEXUS CORP | $41.64万 | 0.06% | 1,385 | -156 | -10.1% | -$4.69万 | 减仓 |
| XYZ | BLOCK INC | $41.59万 | 0.06% | 5,473 | -2,195 | -28.6% | -$16.68万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $41.22万 | 0.06% | 1,219 | -180 | -12.9% | -$6.09万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $41.03万 | 0.06% | 5,883 | -1,087 | -15.6% | -$7.58万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.86万 | 0.06% | 2,498 | -654 | -20.7% | -$10.70万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $40.44万 | 0.06% | 3,655 | 2 | 0.1% | $221 | 加仓 |
| PEP | PEPSICO INC | $40.42万 | 0.06% | 2,985 | -28 | -0.9% | -$3,792 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $40.14万 | 0.05% | 10,887 | 3,047 | 38.9% | $11.23万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $40.11万 | 0.05% | 2,430 | 20 | 0.8% | $3,301 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $40.08万 | 0.05% | 3,212 | 2 | 0.1% | $250 | 加仓 |
| TXN | TEXAS INSTRS INC | $39.97万 | 0.05% | 1,341 | 1,341 | — | $39.97万 | 新建仓 |
| EEM | ISHARES TR | $39.44万 | 0.05% | 5,765 | -8,437 | -59.4% | -$57.71万 | 重新持有 |
| ALNT | ALLIENT INC | $39.28万 | 0.05% | 3,816 | -18 | -0.5% | -$1,853 | 减仓 |
| NET | CLOUDFLARE INC | $39.05万 | 0.05% | 1,592 | -100 | -5.9% | -$2.45万 | 减仓 |
| SPGI | S&P GLOBAL INC | $38.96万 | 0.05% | 957 | 43 | 4.7% | $1.75万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $38.76万 | 0.05% | 12,123 | -22 | -0.2% | -$703 | 减仓 |
| DIS | DISNEY WALT CO | $38.54万 | 0.05% | 4,004 | 84 | 2.1% | $8,085 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $38.28万 | 0.05% | 4,049 | 4,049 | — | $38.28万 | 新建仓 |
| SSD | SIMPSON MFG INC | $37.87万 | 0.05% | 1,809 | -409 | -18.4% | -$8.56万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $37.47万 | 0.05% | 15,520 | 15,520 | — | $37.47万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $37.17万 | 0.05% | 4,475 | 8 | 0.2% | $665 | 加仓 |
| IJK | ISHARES TR | $37.02万 | 0.05% | 3,151 | -20,391 | -86.6% | -$239.59万 | 减仓 |
| EAT | BRINKER INTL INC | $36.78万 | 0.05% | 2,189 | -5 | -0.2% | -$840 | 减仓 |
| CLS | CELESTICA INC | $36.52万 | 0.05% | 1,001 | 109 | 12.2% | $3.98万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $36.32万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $36.31万 | 0.05% | 1,342 | 7 | 0.5% | $1,894 | 加仓 |
| IEI | ISHARES TR | $36.27万 | 0.05% | 3,088 | 165 | 5.6% | $1.94万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $35.97万 | 0.05% | 13,712 | 2,508 | 22.4% | $6.58万 | 加仓 |