HIGHLINE WEALTH PARTNERS LLC
SHERMAN OAKS CA · SEC CIK 0002042654
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC COM | $5,931 | 0.00% | 22 | 5 | 29.4% | $1,348 | 加仓 |
| CQQQ | INVESCO CHINA TECHNOLOGY ETF | $5,950 | 0.00% | 104 | 104 | — | $5,950 | 新建仓 |
| SSNC | SS&C TECH HLDGS COM | $5,957 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG FD COM | $5,975 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR COM | $5,983 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $6,011 | 0.00% | 117 | -14 | -10.7% | -$719 | 减仓 |
| — | INVESCO TR INVT GRADE MUNS COM | $6,042 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT CRITICAL MATERIALS ETF | $6,045 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD COM | $6,060 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $6,071 | 0.00% | 125 | 19 | 17.9% | $923 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $6,079 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| SUI | SUN CMNTYS INC COM | $6,115 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LDP | COHEN & STEERS LTD DURATION PF COM | $6,136 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $6,158 | 0.00% | 159 | 89 | 127.1% | $3,447 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $6,158 | 0.00% | 198 | 198 | — | $6,158 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $6,166 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $6,176 | 0.00% | 182 | 104 | 133.3% | $3,529 | 加仓 |
| NTRA | NATERA INC COM | $6,243 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $6,249 | 0.00% | 77 | -44 | -36.4% | -$3,571 | 减仓 |
| ARKQ | ARK Autonomous Technology & Robotics ETF | $6,263 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $6,266 | 0.00% | 45 | -5 | -10.0% | -$696 | 减仓 |
| HUBB | HUBBELL INC COM | $6,278 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP COM | $6,310 | 0.00% | 92 | 43 | 87.8% | $2,949 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM TR SH BEN INT | $6,312 | 0.00% | 600 | 600 | — | $6,312 | 新建仓 |
| FR | FIRST INDL RLTY TR INC COM | $6,315 | 0.00% | 103 | 103 | — | $6,315 | 新建仓 |
| RSG | REPUBLIC SVCS INC COM | $6,392 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC COM | $6,436 | 0.00% | 13 | 4 | 44.4% | $1,980 | 加仓 |
| — | EATON VANCE FLOATING RATE INC COM | $6,480 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $6,503 | 0.00% | 176 | -1 | -0.6% | -$37 | 减仓 |
| — | GATES INDL CORP PLC ORD SHS | $6,517 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $6,521 | 0.00% | 60 | 10 | 20.0% | $1,087 | 加仓 |
| KEX | KIRBY CORP COM | $6,527 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN CR OPPORTUNITIES FD COM | $6,534 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $6,534 | 0.00% | 25 | 8 | 47.1% | $2,091 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $6,546 | 0.00% | 147 | -15 | -9.3% | -$668 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI INC COM | $6,566 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC COM | $6,578 | 0.00% | 32 | -2 | -5.9% | -$411 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $6,591 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC CL A | $6,593 | 0.00% | 240 | 151 | 169.7% | $4,148 | 加仓 |
| FTV | FORTIVE CORP COM | $6,598 | 0.00% | 108 | 17 | 18.7% | $1,039 | 加仓 |
| SU | SUNCOR ENERGY INC NEW COM | $6,603 | 0.00% | 123 | -24 | -16.3% | -$1,288 | 减仓 |
| VSEC | VSE CORP COM | $6,627 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH MANAGED DUR MUN INM COM | $6,653 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $6,665 | 0.00% | 20 | 8 | 66.7% | $2,666 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $6,669 | 0.00% | 521 | 156 | 42.7% | $1,997 | 加仓 |
| — | ARCOSA INC COM | $6,683 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $6,743 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $6,746 | 0.00% | 40 | -7 | -14.9% | -$1,181 | 减仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD S COM | $6,751 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC CL A | $6,753 | 0.00% | 23 | -4 | -14.8% | -$1,174 | 减仓 |
| — | INVESCO PA VALUE MUN INC TR COM | $6,792 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $6,794 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $6,807 | 0.00% | 42 | 4 | 10.5% | $648 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP COM | $6,858 | 0.00% | 250 | -27 | -9.7% | -$741 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $6,879 | 0.00% | 101 | 30 | 42.3% | $2,043 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $6,880 | 0.00% | 40 | 36 | 900.0% | $6,192 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $6,906 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC COM | $6,934 | 0.00% | 12 | 1 | 9.1% | $578 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $6,948 | 0.00% | 154 | 36 | 30.5% | $1,624 | 加仓 |
| OC | OWENS CORNING NEW COM | $6,994 | 0.00% | 44 | -13 | -22.8% | -$2,066 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $7,019 | 0.00% | 81 | -6 | -6.9% | -$520 | 减仓 |
| CPRT | COPART INC COM | $7,019 | 0.00% | 249 | 233 | 1,456.2% | $6,568 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $7,024 | 0.00% | 53 | 1 | 1.9% | $133 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $7,032 | 0.00% | 92 | 61 | 196.8% | $4,663 | 加仓 |
| WSO | WATSCO INC COM | $7,084 | 0.00% | 17 | 17 | — | $7,084 | 新建仓 |
| FROG | JFROG LTD ORD SHS | $7,089 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC COM | $7,105 | 0.00% | 24 | 21 | 700.0% | $6,217 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $7,129 | 0.00% | 276 | -350 | -55.9% | -$9,040 | 重新持有 |
| B | BARRICK MNG CORP COM SHS | $7,162 | 0.00% | 195 | 35 | 21.9% | $1,285 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $7,173 | 0.00% | 157 | 128 | 441.4% | $5,848 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $7,197 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $7,216 | 0.00% | 16 | 12 | 300.0% | $5,412 | 加仓 |
| YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | $7,230 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $7,250 | 0.00% | 27 | 1 | 3.8% | $269 | 加仓 |
| HPQ | HP INC COM | $7,262 | 0.00% | 331 | -21 | -6.0% | -$461 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD III COM | $7,270 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC COM | $7,271 | 0.00% | 81 | 81 | — | $7,271 | 新建仓 |
| AVY | AVERY DENNISON CORP COM | $7,340 | 0.00% | 45 | 40 | 800.0% | $6,524 | 加仓 |
| TRP | TC ENERGY CORP COM | $7,358 | 0.00% | 111 | 5 | 4.7% | $331 | 加仓 |
| INCY | INCYTE CORP COM | $7,368 | 0.00% | 65 | 3 | 4.8% | $340 | 加仓 |
| ADSK | AUTODESK INC COM | $7,388 | 0.00% | 38 | 5 | 15.2% | $972 | 加仓 |
| CINF | CINCINNATI FINL CORP COM | $7,428 | 0.00% | 40 | 2 | 5.3% | $371 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $7,429 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $7,432 | 0.00% | 256 | 140 | 120.7% | $4,064 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $7,445 | 0.00% | 22 | 5 | 29.4% | $1,692 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $7,472 | 0.00% | 110 | -53 | -32.5% | -$3,600 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $7,485 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| LION | LIONSGATE STUDIOS CORP COM | $7,502 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $7,534 | 0.00% | 40 | 40 | — | $7,534 | 新建仓 |
| FHB | FIRST HAWAIIAN INC COM | $7,618 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $7,634 | 0.00% | 37 | 2 | 5.7% | $413 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $7,634 | 0.00% | 99 | 75 | 312.5% | $5,783 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $7,638 | 0.00% | 99 | 6 | 6.5% | $463 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $7,650 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $7,674 | 0.00% | 314 | -76 | -19.5% | -$1,857 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC COM | $7,707 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH DOUBLELINE STRATE COM | $7,720 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME F COM | $7,728 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $7,729 | 0.00% | 40 | 3 | 8.1% | $580 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC SPONSORED ADR | $7,731 | 0.00% | 1,326 | -80 | -5.7% | -$466 | 减仓 |