13F 机构持仓

HIGHLINE WEALTH PARTNERS LLC

SHERMAN OAKS CA · SEC CIK 0002042654

2026Q22026Q1 更早 9 个季度 🔒
$4.93亿2026Q2 申报市值
1,410持仓数
50.9%前十大占比 · 第一大 7.5%
193 / 100新建仓 / 清仓
申报市值走势$4.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

PAAA 7.5%
JPST 6.7%
NVDA 6.5%
FLXR 5.4%
VOO 5.3%
IEFA 4.9%
QQQM 4.4%
FNDX 4.2%
AAPL 3.8%
VONV 2.5%

2026Q2 买入最多 按季末市值估算

PAAA 新建仓+$3,701.43万
FLXR 加仓+$2,561.43万
FNDX 加仓+$344.33万
QQQM 加仓+$328.57万
FRDM 加仓+$312.06万

2026Q2 卖出最多 按季末市值估算

JAAA 减仓-$3,501.61万
JPST 减仓-$690.41万
IGIB 减仓-$308.21万
IRM 减仓-$129.33万
IVV 减仓-$102.06万

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
EL LAUDER ESTEE COS INC CL A $7110.00%9 9— $711 新建仓
FBIN FORTUNE BRANDS INNOVATIONS INC COM $7140.00%13 -149-92.0% -$8,184 减仓
IP INTERNATIONAL PAPER CO COM $7240.00%19 535.7% $191 加仓
PKG PACKAGING CORP AMER COM $7350.00%3 150.0% $245 加仓
HL HECLA MINING COMPANY COM $7720.00%50 50— $772 新建仓
DXYZ DESTINY TECH100 INC COM SHS $7730.00%30 30— $773 新建仓
RVTY REVVITY INC COM $7800.00%7 4133.3% $446 加仓
SEIC SEI INVTS CO COM $7890.00%9 00.0% — 不变
COHR COHERENT CORP COM $7890.00%2 2— $789 新建仓
EQH EQUITABLE HLDGS INC COM $7900.00%18 00.0% — 不变
VFC V F Corp/Com $8010.00%48 00.0% — 不变
AWI ARMSTRONG WORLD INDS INC NEW COM $8020.00%5 -37-88.1% -$5,935 减仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $8100.00%8 00.0% — 不变
CNO CNO FINL GROUP INC COM $8160.00%16 00.0% — 不变
— HELIUS MED TECHNOLOGIES INC COM CL A NEW $8250.00%500 00.0% — 不变
NATL NCR ATLEOS CORPORATION COM SHS $8250.00%19 19— $825 新建仓
HII HUNTINGTON INGALLS INDS INC COM $8400.00%3 3— $840 新建仓
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $8450.00%19 -231-92.4% -$1.03万 减仓
LOGI LOGITECH INTL S A SHS $8460.00%9 00.0% — 不变
LOPE GRAND CANYON ED INC COM $8590.00%6 -38-86.4% -$5,440 减仓
AEG AEGON LTD AMER REG 1 CERT $8610.00%102 00.0% — 不变
TMDX TRANSMEDICS GROUP INC COM $8630.00%13 00.0% — 不变
PFGC PERFORMANCE FOOD GROUP CO COM $8940.00%8 00.0% — 不变
ASIX ADVANSIX INC COM $8950.00%45 45— $895 新建仓
CAG CONAGRA BRANDS INC COM $8970.00%67 39139.3% $522 加仓
UHS UNIVERSAL HLTH SVCS INC CL B $8990.00%6 120.0% $150 加仓
PNFP PINNACLE FINL PARTNERS INC COM $9080.00%9 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $9140.00%82 2851.9% $312 加仓
PLNT PLANET FITNESS MASTER ISSUER L CL A $9390.00%18 18— $939 新建仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $9450.00%32 623.1% $177 加仓
AYA AYA GOLD & SILVER INC COM $9470.00%50 50— $947 新建仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $9480.00%18 18— $948 新建仓
DINO HF SINCLAIR CORP COM $9750.00%14 11366.7% $766 加仓
CIEN CIENA CORP COM NEW $9810.00%2 1100.0% $490 加仓
HAS HASBRO INC COM $9910.00%12 00.0% — 不变
TLK TELEKOMUNIKASI IND SPONSORED ADR $9940.00%74 00.0% — 不变
VRSN VERISIGN INC COM $1,0060.00%4 133.3% $252 加仓
XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF $1,0100.00%48 48— $1,010 新建仓
OPRA OPERA LTD SPONSORED ADS $1,0110.00%51 00.0% — 不变
FESM FIDELITY ENHANCED SMALL CAP CORE ETF $1,0140.00%21 21— $1,014 新建仓
LDOS LEIDOS HOLDINGS INC COM $1,0300.00%10 -8-44.4% -$824 减仓
ELF E L F BEAUTY INC COM $1,0360.00%14 00.0% — 不变
ADC AGREE RLTY CORP COM $1,0600.00%14 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV ORD SHS $1,0620.00%61 -2-3.2% -$35 减仓
INSM INSMED INC COM PAR $.01 $1,0660.00%10 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $1,0760.00%29 00.0% — 不变
FOX FOX CORP CL B COM $1,0770.00%23 23— $1,077 新建仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $1,0800.00%68 00.0% — 不变
FTAI FTAI AVIATION LTD SHS $1,0820.00%4 00.0% — 不变
CHD CHURCH & DWIGHT CO INC COM $1,0840.00%11 337.5% $296 加仓
PALL ABRDN PHYSICAL PALLADIUM SHARES ETF $1,1040.00%50 50— $1,104 新建仓
CELH CELSIUS HLDGS INC COM NEW $1,1130.00%38 00.0% — 不变
WAT WATERS CORP COM $1,1250.00%3 150.0% $375 加仓
TAP MOLSON COORS BEVERAGE CO CL B $1,1300.00%29 1161.1% $429 加仓
— TILRAY BRANDS INC COM $1,1310.00%252 00.0% — 不变
CRL CHARLES RIV LABS INTL INC COM $1,1340.00%5 -2-28.6% -$454 减仓
KDP KEURIG DR PEPPER INC COM $1,1460.00%35 -75-68.2% -$2,456 重新持有
MGM MGM RESORTS INTERNATIONAL COM $1,1470.00%24 526.3% $239 加仓
VLTO VERALTO CORP COM SHS $1,1560.00%13 7116.7% $622 加仓
EXR EXTRA SPACE STORAGE INC COM $1,1620.00%8 4100.0% $581 加仓
OMC Omnicom Group Inc/Com $1,1650.00%16 10166.7% $728 加仓
REG REGENCY CTRS CORP COM $1,1680.00%15 -27-64.3% -$2,102 减仓
DB DEUTSCHE BK AG NAMEN AKT $1,1820.00%35 -16-31.4% -$540 减仓
AXTA AXALTA COATING SYS LTD COM $1,1980.00%35 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC COM $1,1980.00%56 56— $1,198 新建仓
ATO ATMOS ENERGY CORP COM $1,2060.00%7 7— $1,206 新建仓
AES AES CORP COM $1,2460.00%85 848,400.0% $1,231 加仓
GL GLOBE LIFE INC COM $1,2510.00%7 00.0% — 不变
FOXA FOX CORP CL A COM $1,2520.00%24 -108-81.8% -$5,634 减仓
MTD METTLER TOLEDO INTERNATIONAL COM $1,2780.00%1 00.0% — 不变
— OFS CREDIT COMPANY INC COM $1,2800.00%500 00.0% — 不变
INFY INFOSYS LTD SPONSORED ADR $1,2800.00%122 -102-45.5% -$1,070 重新持有
ENSG ENSIGN GROUP INC COM $1,2820.00%8 00.0% — 不变
ALLY ALLY FINL INC COM $1,2870.00%28 1386.7% $598 加仓
TOST TOAST INC CL A $1,3350.00%48 49.1% $111 加仓
STLD STEEL DYNAMICS INC COM $1,3770.00%6 6— $1,377 新建仓
BRZE BRAZE INC COM CL A $1,3880.00%64 00.0% — 不变
CNM CORE & MAIN INC CL A $1,3990.00%29 -92-76.0% -$4,438 减仓
DXC DXC TECHNOLOGY CO COM $1,4070.00%159 159— $1,407 新建仓
PPLT ABRDN PHYSICAL PLATINUM SHARES ETF $1,4130.00%100 4066.7% $565 重新持有
RBLX ROBLOX CORP CL A $1,4140.00%26 00.0% — 不变
RDY DR REDDYS LABS LTD ADR $1,4200.00%98 00.0% — 不变
IONQ IONQ INC COM $1,4380.00%27 00.0% — 不变
SCHQ SCHWAB LONG-TERM U.S. TREASURY ETF $1,4400.00%46 46— $1,440 新建仓
TCBI TEXAS CAP BANCSHARES INC COM $1,4460.00%14 00.0% — 不变
JOBY JOBY AVIATION INC COMMON STOCK $1,4540.00%163 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC COM $1,4540.00%82 3057.7% $532 加仓
LYV LIVE NATION ENTERTAINMENT INC COM $1,4650.00%8 00.0% — 不变
DTM DT MIDSTREAM INC COMMON STOCK $1,4670.00%10 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ INC COM $1,4800.00%28 28— $1,480 新建仓
U UNITY SOFTWARE INC COM $1,4860.00%52 00.0% — 不变
— WISDOMTREE PHYSICAL AI, HUMANOIDS AND DRONES FUND $1,4910.00%50 50— $1,491 新建仓
— EAGLE POINT INCOME COMPANY INC COM $1,5110.00%150 00.0% — 不变
— TOP SHIPS INC SHS NEW $1,5400.00%2,000 2,000— $1,540 新建仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $1,5580.00%46 00.0% — 不变
KD KYNDRYL HLDGS INC COMMON STOCK $1,5720.00%139 6895.8% $769 加仓
HLNE HAMILTON LANE INC CL A $1,5770.00%20 20— $1,577 新建仓
TSN TYSON FOODS INC CL A $1,6030.00%28 18180.0% $1,030 加仓
VICI VICI PPTYS INC COM $1,6090.00%61 2464.9% $633 加仓
ADT ADT INC DEL COM $1,6320.00%251 -709-73.9% -$4,610 减仓