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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $5,036.36万 | 6.86% | 119,742 | -950 | -0.8% | -$39.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,992.45万 | 6.80% | 249,510 | -9,393 | -3.6% | -$187.94万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,966.67万 | 5.40% | 68,284 | -14,427 | -17.4% | -$838.08万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,110.41万 | 2.87% | 56,576 | -30 | -0.1% | -$1.12万 | 减仓 |
| AAPL | APPLE INC | $2,083.61万 | 2.84% | 72,008 | 1,371 | 1.9% | $39.67万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,973.25万 | 2.69% | 330,361 | 25,509 | 8.4% | $152.37万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,582.20万 | 2.15% | 13,707 | -3,055 | -18.2% | -$352.64万 | 减仓 |
| GOOG | ALPHABET INC | $1,493.72万 | 2.03% | 42,276 | -3,089 | -6.8% | -$109.14万 | 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 |
| AMZN | AMAZON COM INC | $1,255.07万 | 1.71% | 52,659 | -3,146 | -5.6% | -$74.98万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,222.69万 | 1.66% | 25,602 | -1,448 | -5.4% | -$69.15万 | 减仓 |
| META | META PLATFORMS INC | $981.40万 | 1.34% | 17,423 | -344 | -1.9% | -$19.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $964.38万 | 1.31% | 26,062 | 84 | 0.3% | $3.11万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $904.49万 | 1.23% | 10,776 | -2,992 | -21.7% | -$251.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $898.49万 | 1.22% | 13,082 | -16 | -0.1% | -$1.10万 | 减仓 |
| AVGO | BROADCOM INC | $885.76万 | 1.21% | 23,448 | 3,440 | 17.2% | $129.95万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $784.68万 | 1.07% | 266,627 | 207,701 | 352.5% | $611.26万 | 加仓 |
| APP | APPLOVIN CORP | $708.54万 | 0.96% | 13,752 | 112 | 0.8% | $5.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $704.46万 | 0.96% | 9,566 | 963 | 11.2% | $70.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $703.10万 | 0.96% | 14,051 | -659 | -4.5% | -$32.98万 | 减仓 |
| ZECP | ZACKS TRUST | $689.85万 | 0.94% | 182,791 | 196 | 0.1% | $7,397 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $681.85万 | 0.93% | 95,698 | -296 | -0.3% | -$2.11万 | 减仓 |
| ASML | ASML HLDG NV | $675.91万 | 0.92% | 3,397 | -82 | -2.4% | -$16.32万 | 减仓 |
| GOOGL | ALPHABET INC | $675.91万 | 0.92% | 18,913 | 124 | 0.7% | $4.43万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $665.09万 | 0.91% | 19,864 | -1,132 | -5.4% | -$37.90万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $643.41万 | 0.88% | 9,148 | -18 | -0.2% | -$1.27万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $599.08万 | 0.82% | 8 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $564.75万 | 0.77% | 6,037 | -28 | -0.5% | -$2.62万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $521.53万 | 0.71% | 44,701 | 29 | 0.1% | $3,383 | 加仓 |
| GLD | SPDR GOLD TR | $509.17万 | 0.69% | 13,822 | -1,109 | -7.4% | -$40.85万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $507.08万 | 0.69% | 219,230 | 198,804 | 973.3% | $459.83万 | 加仓 |
| DDS | DILLARDS INC | $497.30万 | 0.68% | 9,411 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $395.99万 | 0.54% | 66,340 | -1,625 | -2.4% | -$9.70万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $373.71万 | 0.51% | 19,616 | -988 | -4.8% | -$18.82万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $345.84万 | 0.47% | 68,388 | 56,355 | 468.3% | $284.99万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $342.44万 | 0.47% | 10,462 | 861 | 9.0% | $28.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $339.71万 | 0.46% | 63,963 | 5,462 | 9.3% | $29.01万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $314.53万 | 0.43% | 11,389 | -1,250 | -9.9% | -$34.52万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $300.51万 | 0.41% | 2,971 | 223 | 8.1% | $22.56万 | 加仓 |
| — | ZACKS TRUST | $285.04万 | 0.39% | 97,554 | 271 | 0.3% | $7,918 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $283.07万 | 0.39% | 102,191 | 90,304 | 759.7% | $250.14万 | 加仓 |
| BA | BOEING CO | $280.48万 | 0.38% | 12,957 | -1 | -0.0% | -$216 | 减仓 |
| GLW | CORNING INC | $279.19万 | 0.38% | 10,930 | 646 | 6.3% | $16.50万 | 加仓 |
| AGG | ISHARES TR | $270.92万 | 0.37% | 27,371 | 1,650 | 6.4% | $16.33万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $268.62万 | 0.37% | 74,349 | 59,252 | 392.5% | $214.08万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $260.03万 | 0.35% | 134,661 | 35,866 | 36.3% | $69.26万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $258.58万 | 0.35% | 11,865 | 805 | 7.3% | $17.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $257.19万 | 0.35% | 5,008 | 182 | 3.8% | $9.35万 | 加仓 |
| INTC | INTEL CORP | $256.64万 | 0.35% | 18,380 | 4,244 | 30.0% | $59.26万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $255.58万 | 0.35% | 8,580 | -5,610 | -39.5% | -$167.11万 | 减仓 |
| ABBV | ABBVIE INC | $253.07万 | 0.34% | 10,057 | 567 | 6.0% | $14.27万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $247.14万 | 0.34% | 9,731 | -763 | -7.3% | -$19.38万 | 减仓 |
| SMIZ | ZACKS TRUST | $243.80万 | 0.33% | 54,640 | -8,755 | -13.8% | -$39.06万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $237.64万 | 0.32% | 23,061 | 1,047 | 4.8% | $10.79万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $236.36万 | 0.32% | 80,396 | -6,142 | -7.1% | -$18.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $231.61万 | 0.32% | 6,847 | 514 | 8.1% | $17.39万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $229.34万 | 0.31% | 3,005 | -309 | -9.3% | -$23.58万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $229.33万 | 0.31% | 119,986 | 34,096 | 39.7% | $65.17万 | 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 |
| NOW | SERVICENOW INC | $213.57万 | 0.29% | 21,512 | 18,343 | 578.8% | $182.11万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $211.33万 | 0.29% | 21,902 | 3,615 | 19.8% | $34.88万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $207.27万 | 0.28% | 6,078 | -78 | -1.3% | -$2.66万 | 减仓 |
| V | VISA INC | $207.20万 | 0.28% | 6,039 | 466 | 8.4% | $15.99万 | 加仓 |
| NFLX | NETFLIX INC. | $203.74万 | 0.28% | 28,535 | -732 | -2.5% | -$5.23万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $199.84万 | 0.27% | 21,107 | 2,664 | 14.4% | $25.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $188.81万 | 0.26% | 5,490 | 17 | 0.3% | $5,846 | 加仓 |
| IWD | ISHARES TR | $187.79万 | 0.26% | 7,746 | 4,012 | 107.4% | $97.26万 | 加仓 |
| RTX | RTX CORPORATION | $181.86万 | 0.25% | 9,585 | -112 | -1.2% | -$2.12万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $181.16万 | 0.25% | 31,127 | -25,154 | -44.7% | -$146.40万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $177.62万 | 0.24% | 11,240 | 529 | 4.9% | $8.36万 | 加仓 |
| LLY | ELI LILLY & CO | $177.31万 | 0.24% | 1,478 | -48 | -3.1% | -$5.76万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $175.76万 | 0.24% | 48,471 | 20,230 | 71.6% | $73.35万 | 加仓 |
| EMLC | VANECK ETF TRUST | $170.10万 | 0.23% | 66,550 | 1,043 | 1.6% | $2.67万 | 加仓 |
| AMAT | APPLIED MATLS INC | $164.79万 | 0.22% | 2,279 | -772 | -25.3% | -$55.82万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $162.48万 | 0.22% | 31,996 | -631 | -1.9% | -$3.20万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $161.20万 | 0.22% | 44,128 | 2,079 | 4.9% | $7.59万 | 加仓 |
| — | ISHARES TR | $156.71万 | 0.21% | 53,797 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $153.32万 | 0.21% | 10,462 | -203 | -1.9% | -$2.98万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $151.34万 | 0.21% | 58,318 | 7,985 | 15.9% | $20.72万 | 加仓 |
| CAT | CATERPILLAR INC | $150.56万 | 0.21% | 1,414 | 106 | 8.1% | $11.29万 | 加仓 |
| IVV | ISHARES TR | $149.55万 | 0.20% | 1,997 | 40 | 2.0% | $3.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $146.83万 | 0.20% | 21,006 | -1,205 | -5.4% | -$8.42万 | 减仓 |
| MINT | PIMCO ETF TR | $146.76万 | 0.20% | 14,558 | 7,169 | 97.0% | $72.27万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $146.71万 | 0.20% | 11,590 | -1,482 | -11.3% | -$18.76万 | 减仓 |
| CSCO | CISCO SYS INC | $146.58万 | 0.20% | 12,479 | 2,446 | 24.4% | $28.73万 | 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 |
| IWF | ISHARES TR | $146.12万 | 0.20% | 11,768 | 3,980 | 51.1% | $49.42万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $145.97万 | 0.20% | 3,383 | 1,032 | 43.9% | $44.53万 | 加仓 |
| FTNT | FORTINET INC | $145.65万 | 0.20% | 9,481 | 6,442 | 212.0% | $98.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $144.27万 | 0.20% | 16,748 | 1,334 | 8.7% | $11.49万 | 加仓 |
| IWM | ISHARES TR | $143.09万 | 0.19% | 4,763 | -6,004 | -55.8% | -$180.37万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $143.01万 | 0.19% | 1,462 | 49 | 3.5% | $4.79万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $142.16万 | 0.19% | 59,607 | 300 | 0.5% | $7,155 | 加仓 |
| — | EXXON MOBIL CORP | $141.85万 | 0.19% | 10,375 | 31 | 0.3% | $4,238 | 加仓 |
| AER | AERCAP HOLDINGS NV | $141.77万 | 0.19% | 9,725 | -400 | -4.0% | -$5.83万 | 减仓 |
| IYW | ISHARES TR | $138.93万 | 0.19% | 5,508 | 4,215 | 326.0% | $106.31万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $134.79万 | 0.18% | 18,361 | 12,223 | 199.1% | $89.73万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $132.76万 | 0.18% | 31,356 | -684 | -2.1% | -$2.90万 | 减仓 |
| IYM | ISHARES TR | $132.21万 | 0.18% | 7,364 | 7,364 | — | $132.21万 | 新建仓 |
| CCJ | CAMECO CORP | $130.39万 | 0.18% | 12,801 | 465 | 3.8% | $4.74万 | 加仓 |