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 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $23.61万 | 0.03% | 1,673 | 1,673 | — | $23.61万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $23.42万 | 0.03% | 27,333 | -324 | -1.2% | -$2,777 | 减仓 |
| NEM | NEWMONT CORP | $23.35万 | 0.03% | 2,500 | 545 | 27.9% | $5.09万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $23.32万 | 0.03% | 1,960 | -300 | -13.3% | -$3.57万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $23.17万 | 0.03% | 7,128 | -1,115 | -13.5% | -$3.62万 | 减仓 |
| HON | HONEYWELL INTL INC | $23.15万 | 0.03% | 1,034 | -544 | -34.5% | -$12.18万 | 减仓 |
| KLAC | KLA CORP | $22.78万 | 0.03% | 755 | 755 | — | $22.78万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $22.59万 | 0.03% | 1,022 | 1,022 | — | $22.59万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.55万 | 0.03% | 8,659 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $22.54万 | 0.03% | 1,541 | 1,541 | — | $22.54万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $22.53万 | 0.03% | 8,949 | 8,949 | — | $22.53万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $22.48万 | 0.03% | 1,618 | -293 | -15.3% | -$4.07万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $22.47万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $22.46万 | 0.03% | 979 | 979 | — | $22.46万 | 新建仓 |
| STT | STATE STR CORP | $22.45万 | 0.03% | 1,324 | -1,116 | -45.7% | -$18.93万 | 重新持有 |
| TER | TERADYNE INC | $22.21万 | 0.03% | 459 | 459 | — | $22.21万 | 新建仓 |
| BOX | BOX INC | $22.18万 | 0.03% | 8,359 | 8,359 | — | $22.18万 | 新建仓 |
| AVPT | AVEPOINT INC | $22.04万 | 0.03% | 19,663 | -419 | -2.1% | -$4,697 | 减仓 |
| GILD | GILEAD SCIENCES INC | $22.00万 | 0.03% | 1,742 | -1,315 | -43.0% | -$16.61万 | 减仓 |
| MMM | 3M CO | $21.91万 | 0.03% | 1,353 | 1,353 | — | $21.91万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $21.90万 | 0.03% | 5,077 | -1,598 | -23.9% | -$6.89万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.88万 | 0.03% | 10,273 | 10,273 | — | $21.88万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.69万 | 0.03% | 438 | -463 | -51.4% | -$22.93万 | 减仓 |
| AZN | ASTRAZENECA PLC | $21.64万 | 0.03% | 1,141 | -64 | -5.3% | -$1.21万 | 减仓 |
| PAVE | GLOBAL X FDS | $21.59万 | 0.03% | 3,665 | 3,665 | — | $21.59万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.52万 | 0.03% | 3,859 | 3,859 | — | $21.52万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $21.50万 | 0.03% | 2,567 | 2,567 | — | $21.50万 | 新建仓 |
| CI | THE CIGNA GROUP | $21.43万 | 0.03% | 777 | -209 | -21.2% | -$5.76万 | 减仓 |
| MCB | METROPOLITAN BK HLDG CORP | $21.42万 | 0.03% | 2,169 | 2,169 | — | $21.42万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $21.34万 | 0.03% | 1,670 | 1,670 | — | $21.34万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.31万 | 0.03% | 7,438 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $21.24万 | 0.03% | 949 | 32 | 3.5% | $7,163 | 重新持有 |
| LMAT | LEMAITRE VASCULAR INC | $21.17万 | 0.03% | 2,206 | -7 | -0.3% | -$672 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $21.13万 | 0.03% | 5,375 | 5,375 | — | $21.13万 | 新建仓 |
| EMXC | ISHARES INC | $21.01万 | 0.03% | 2,054 | 2,054 | — | $21.01万 | 新建仓 |
| — | GRAYSCALE COINDESK CRYPTO | $20.99万 | 0.03% | 7,954 | 20 | 0.3% | $528 | 加仓 |
| MPLX | MPLX LP | $20.96万 | 0.03% | 3,721 | -100 | -2.6% | -$5,633 | 减仓 |
| CVS | CVS HEALTH CORP | $20.88万 | 0.03% | 2,018 | -655 | -24.5% | -$6.78万 | 重新持有 |
| HII | HUNTINGTON INGALLS INDS INC | $20.79万 | 0.03% | 743 | 50 | 7.2% | $1.40万 | 加仓 |
| ITOT | ISHARES TR | $20.67万 | 0.03% | 1,258 | 1,258 | — | $20.67万 | 新建仓 |
| TLN | TALEN ENERGY CORP | $20.52万 | 0.03% | 534 | 534 | — | $20.52万 | 新建仓 |
| SCHQ | SCHWAB STRATEGIC TR | $20.45万 | 0.03% | 6,534 | 6,534 | — | $20.45万 | 新建仓 |
| IREN | IREN LIMITED | $20.31万 | 0.03% | 4,442 | 4,442 | — | $20.31万 | 新建仓 |
| TLT | ISHARES TR | $20.30万 | 0.03% | 2,349 | -209 | -8.2% | -$1.81万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $20.30万 | 0.03% | 4,408 | 4,408 | — | $20.30万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $20.02万 | 0.03% | 3,104 | 3,104 | — | $20.02万 | 新建仓 |
| NOK | NOKIA CORP | $19.39万 | 0.03% | 14,601 | 14,601 | — | $19.39万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $17.74万 | 0.02% | 11,172 | 58 | 0.5% | $921 | 加仓 |
| RITM | RITHM CAPITAL CORP | $17.66万 | 0.02% | 18,808 | 285 | 1.5% | $2,676 | 加仓 |
| F | FORD MTR CO | $16.44万 | 0.02% | 11,825 | 735 | 6.6% | $1.02万 | 加仓 |
| UPWK | UPWORK INC | $13.98万 | 0.02% | 16,719 | -20 | -0.1% | -$167 | 减仓 |
| SMR | NUSCALE PWR CORP | $13.43万 | 0.02% | 13,385 | 220 | 1.7% | $2,207 | 加仓 |
| ACHR | ARCHER AVIATION INC | $10.94万 | 0.01% | 23,125 | -500 | -2.1% | -$2,365 | 减仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $7.86万 | 0.01% | 14,219 | -550 | -3.7% | -$3,041 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $6.88万 | 0.01% | 11,859 | 11,859 | — | $6.88万 | 新建仓 |
| — | LOOP INDS INC | $5.00万 | 0.01% | 52,074 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $4.37万 | 0.01% | 10,000 | 10,000 | — | $4.37万 | 新建仓 |
| — | ADVANCED ENERGY INDS | $2.74万 | 0.00% | 10,000 | -16,000 | -61.5% | -$4.38万 | 减仓 |
| — | CHEFS WHSE INC | $2.24万 | 0.00% | 10,000 | -16,000 | -61.5% | -$3.58万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2.14万 | 0.00% | 18,000 | -22,000 | -55.0% | -$2.62万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1.84万 | 0.00% | 11,000 | -18,000 | -62.1% | -$3.02万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $1.75万 | 0.00% | 17,000 | -19,000 | -52.8% | -$1.95万 | 减仓 |
| GH | GUARDANT HEALTH INC | $1.74万 | 0.00% | 14,000 | 14,000 | — | $1.74万 | 新建仓 |
| — | SOUTHERN CO | $1.65万 | 0.00% | 15,000 | -18,000 | -54.5% | -$1.98万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $1.61万 | 0.00% | 11,000 | -18,000 | -62.1% | -$2.64万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1.61万 | 0.00% | 13,000 | -16,000 | -55.2% | -$1.98万 | 减仓 |
| NET | CLOUDFLARE INC | $1.41万 | 0.00% | 11,000 | -18,000 | -62.1% | -$2.31万 | 减仓 |
| DXCM | DEXCOM INC | $1.39万 | 0.00% | 15,000 | -18,000 | -54.5% | -$1.66万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1.36万 | 0.00% | 14,000 | -18,000 | -56.2% | -$1.75万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $1.32万 | 0.00% | 10,000 | -14,000 | -58.3% | -$1.85万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1.31万 | 0.00% | 11,000 | -18,000 | -62.1% | -$2.14万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $1.15万 | 0.00% | 11,000 | -18,000 | -62.1% | -$1.89万 | 减仓 |
| — | PG&E CORP | $1.12万 | 0.00% | 11,000 | -22,000 | -66.7% | -$2.24万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.11万 | 0.00% | 10,000 | -18,000 | -64.3% | -$2.01万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $1.04万 | 0.00% | 11,000 | -22,000 | -66.7% | -$2.09万 | 减仓 |
| — | FARADAY FUTURE INTLGT ELEC I | $2,651 | 0.00% | 11,500 | 11,500 | — | $2,651 | 新建仓 |
| IJS | ISHARES TR | $0 | 0.00% | 0 | -18,083 | -100.0% | -$214.19万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -2,988 | -100.0% | -$42.74万 | 清仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -22,923 | -100.0% | -$40.83万 | 清仓 |
| TIPX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,123 | -100.0% | -$36.70万 | 清仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -13,955 | -100.0% | -$35.63万 | 清仓 |
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -13,265 | -100.0% | -$33.98万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,648 | -100.0% | -$32.16万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -3,897 | -100.0% | -$31.87万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -3,201 | -100.0% | -$29.73万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -4,836 | -100.0% | -$29.59万 | 清仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -9,206 | -100.0% | -$27.58万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -6,101 | -100.0% | -$26.73万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -4,046 | -100.0% | -$25.56万 | 清仓 |
| GWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,039 | -100.0% | -$25.50万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,862 | -100.0% | -$24.57万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,527 | -100.0% | -$24.12万 | 清仓 |
| — | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,739 | -100.0% | -$23.61万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,696 | -100.0% | -$23.52万 | 清仓 |
| EBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -11,259 | -100.0% | -$23.24万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -1,729 | -100.0% | -$22.65万 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -653 | -100.0% | -$22.54万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$21.92万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -2,724 | -100.0% | -$21.68万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -2,811 | -100.0% | -$21.21万 | 清仓 |