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 |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -4,029 | -100.0% | -$21.21万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -900 | -100.0% | -$20.88万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -7,976 | -100.0% | -$20.36万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$20.32万 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | -15,963 | -100.0% | -$16.78万 | 清仓 |
| AMDL | GRANITESHARES ETF TR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$12.21万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$7.87万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$7.78万 | 清仓 |
| — | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -26,000 | -100.0% | -$3.99万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -27,000 | -100.0% | -$3.45万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.97万 | 清仓 |
| — | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.96万 | 清仓 |
| FLR | FLUOR CORP | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2.93万 | 清仓 |
| — | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -24,000 | -100.0% | -$2.76万 | 清仓 |
| MKSI | MKS INC. | $0 | 0.00% | 0 | -16,000 | -100.0% | -$2.58万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.55万 | 清仓 |
| POST | POST HLDGS INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$2.49万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.37万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$2.33万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -19,000 | -100.0% | -$2.26万 | 清仓 |
| — | MGP INGREDIENTS INC NEW | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.92万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$1.86万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.80万 | 清仓 |
| — | PATRICK INDS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.74万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.72万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.69万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.57万 | 清仓 |
| — | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.38万 | 清仓 |
| ETSY | ETSY INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.36万 | 清仓 |
| — | IMMUNIC INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$1.33万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.31万 | 清仓 |
| — | IRHYTHM HOLDINGS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.20万 | 清仓 |
| — | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -13,000 | -100.0% | -$1.15万 | 清仓 |