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 |
|---|---|---|---|---|---|---|---|---|
| IT | GARTNER INC COM | $7,777 | 0.00% | 60 | 12 | 25.0% | $1,555 | 加仓 |
| FLS | FLOWSERVE CORP COM | $7,787 | 0.00% | 105 | 105 | — | $7,787 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $7,798 | 0.00% | 36 | 9 | 33.3% | $1,950 | 加仓 |
| STT | STATE STR CORP COM | $7,802 | 0.00% | 46 | 8 | 21.1% | $1,357 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $7,848 | 0.00% | 332 | 129 | 63.5% | $3,049 | 加仓 |
| — | WESTERN ASSET INTER MUNI COM | $7,870 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SFD | SMITHFIELD FOODS INC COM | $7,885 | 0.00% | 325 | 82 | 33.7% | $1,989 | 加仓 |
| SON | SONOCO PRODS CO COM | $7,889 | 0.00% | 140 | -27 | -16.2% | -$1,521 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD II COM | $7,920 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $7,923 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD COM | $7,968 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC COM | $7,977 | 0.00% | 253 | -44 | -14.8% | -$1,387 | 减仓 |
| TRGP | TARGA RES CORP COM | $8,044 | 0.00% | 30 | 2 | 7.1% | $536 | 加仓 |
| HOG | HARLEY DAVIDSON INC COM | $8,047 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $8,057 | 0.00% | 82 | 50 | 156.2% | $4,913 | 加仓 |
| BBY | BEST BUY INC COM | $8,148 | 0.00% | 107 | -7 | -6.1% | -$533 | 减仓 |
| VIRT | VIRTU FINL INC CL A | $8,161 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $8,196 | 0.00% | 18 | -14 | -43.8% | -$6,375 | 减仓 |
| TER | TERADYNE INC COM | $8,225 | 0.00% | 17 | 12 | 240.0% | $5,806 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $8,232 | 0.00% | 44 | 32 | 266.7% | $5,987 | 加仓 |
| AXIAY | AXIA ENERGIA SA SPONSORED ADR | $8,247 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $8,265 | 0.00% | 36 | 6 | 20.0% | $1,378 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $8,318 | 0.00% | 56 | -2 | -3.4% | -$297 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $8,322 | 0.00% | 92 | 10 | 12.2% | $905 | 加仓 |
| CNC | CENTENE CORP DEL COM | $8,345 | 0.00% | 130 | 30 | 30.0% | $1,926 | 加仓 |
| TTC | TORO CO COM | $8,378 | 0.00% | 86 | -7 | -7.5% | -$682 | 减仓 |
| EQIX | EQUINIX INC COM | $8,384 | 0.00% | 8 | 3 | 60.0% | $3,144 | 加仓 |
| PPL | PPL CORP COM | $8,397 | 0.00% | 231 | 113 | 95.8% | $4,108 | 加仓 |
| YUMC | YUM CHINA HLDGS INC COM | $8,419 | 0.00% | 206 | -22 | -9.6% | -$899 | 减仓 |
| INVH | INVITATION HOMES INC COM | $8,429 | 0.00% | 279 | -12 | -4.1% | -$363 | 减仓 |
| NBH | NEUBERGER MUN FD INC COM | $8,440 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $8,477 | 0.00% | 113 | 65 | 135.4% | $4,876 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $8,487 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $8,488 | 0.00% | 46 | 1 | 2.2% | $185 | 加仓 |
| ZTS | ZOETIS INC CL A | $8,505 | 0.00% | 118 | 35 | 42.2% | $2,523 | 加仓 |
| EVR | EVERCORE INC CLASS A | $8,536 | 0.00% | 25 | 17 | 212.5% | $5,804 | 加仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $8,543 | 0.00% | 112 | 46 | 69.7% | $3,509 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $8,585 | 0.00% | 148 | 116 | 362.5% | $6,729 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV SPONS ADS REP | $8,606 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $8,630 | 0.00% | 102 | 15 | 17.2% | $1,269 | 加仓 |
| WSC | WILLSCOT HLDGS CORP COM CL A | $8,658 | 0.00% | 300 | 214 | 248.8% | $6,176 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $8,666 | 0.00% | 57 | 49 | 612.5% | $7,450 | 加仓 |
| EFX | EQUIFAX INC COM | $8,735 | 0.00% | 55 | 49 | 816.7% | $7,782 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $8,775 | 0.00% | 78 | 72 | 1,200.0% | $8,100 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8,803 | 0.00% | 278 | 254 | 1,058.3% | $8,043 | 加仓 |
| ABEV | AMBEV SA SPONSORED ADR | $8,805 | 0.00% | 2,804 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC COM | $8,807 | 0.00% | 73 | 10 | 15.9% | $1,206 | 加仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $8,833 | 0.00% | 501 | 77 | 18.2% | $1,358 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $8,885 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $8,913 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP COM | $8,923 | 0.00% | 344 | 319 | 1,276.0% | $8,275 | 加仓 |
| IGF | iShares Global Infrastructure ETF | $8,924 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $8,964 | 0.00% | 55 | 2 | 3.8% | $326 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO COM | $8,964 | 0.00% | 145 | 32 | 28.3% | $1,978 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $8,974 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $9,003 | 0.00% | 16 | 2 | 14.3% | $1,125 | 加仓 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $9,032 | 0.00% | 215 | 215 | — | $9,032 | 新建仓 |
| TECH | BIO-TECHNE CORP COM | $9,043 | 0.00% | 128 | 118 | 1,180.0% | $8,337 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $9,060 | 0.00% | 112 | 54 | 93.1% | $4,368 | 加仓 |
| KRC | KILROY REALTY CORP COM | $9,068 | 0.00% | 242 | 61 | 33.7% | $2,286 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $9,176 | 0.00% | 67 | 52 | 346.7% | $7,122 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $9,225 | 0.00% | 79 | 33 | 71.7% | $3,853 | 加仓 |
| HIW | HIGHWOODS PPTYS INC COM | $9,229 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC COM | $9,252 | 0.00% | 24 | 24 | — | $9,252 | 新建仓 |
| FLO | FLOWERS FOODS INC COM | $9,275 | 0.00% | 1,174 | 1,007 | 603.0% | $7,956 | 加仓 |
| SAP | SAP SE SPON ADR | $9,277 | 0.00% | 60 | 16 | 36.4% | $2,474 | 加仓 |
| JBTM | JBT MAREL CORPORATION COM | $9,280 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $9,284 | 0.00% | 117 | 54 | 85.7% | $4,285 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD II COM | $9,284 | 0.00% | 585 | 185 | 46.2% | $2,936 | 加仓 |
| FNB | F N B CORP COM | $9,292 | 0.00% | 487 | -91 | -15.7% | -$1,736 | 减仓 |
| TKR | TIMKEN CO COM | $9,300 | 0.00% | 64 | -10 | -13.5% | -$1,453 | 减仓 |
| CHE | CHEMED CORP NEW COM | $9,315 | 0.00% | 20 | 20 | — | $9,315 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO COM | $9,342 | 0.00% | 121 | 15 | 14.2% | $1,158 | 加仓 |
| — | NEUBERGER HIGH YIELD ST FD INC COM | $9,360 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $9,360 | 0.00% | 150 | -4 | -2.6% | -$250 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION I COM | $9,370 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AGIX | KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF | $9,378 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC COM | $9,390 | 0.00% | 75 | 75 | — | $9,390 | 新建仓 |
| RHI | ROBERT HALF INC. COM | $9,394 | 0.00% | 306 | 72 | 30.8% | $2,210 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $9,408 | 0.00% | 109 | 27 | 32.9% | $2,330 | 加仓 |
| CART | MAPLEBEAR INC COM | $9,470 | 0.00% | 200 | 15 | 8.1% | $710 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $9,476 | 0.00% | 328 | 275 | 518.9% | $7,945 | 加仓 |
| STE | STERIS PLC SHS USD | $9,476 | 0.00% | 45 | 40 | 800.0% | $8,423 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $9,479 | 0.00% | 137 | 55 | 67.1% | $3,805 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $9,525 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH FLEXIBLE MUNI INCME COM | $9,541 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $9,556 | 0.00% | 318 | 308 | 3,080.0% | $9,255 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $9,558 | 0.00% | 113 | -9 | -7.4% | -$761 | 减仓 |
| SAM | BOSTON BEER INC CL A | $9,560 | 0.00% | 54 | 14 | 35.0% | $2,479 | 加仓 |
| CGNX | COGNEX CORP COM | $9,632 | 0.00% | 133 | 133 | — | $9,632 | 新建仓 |
| PEGA | PEGASYSTEMS INC COM | $9,650 | 0.00% | 322 | 159 | 97.5% | $4,765 | 加仓 |
| GNTX | GENTEX CORP COM | $9,653 | 0.00% | 382 | 195 | 104.3% | $4,928 | 加仓 |
| PRI | PRIMERICA INC COM | $9,663 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $9,666 | 0.00% | 106 | 72 | 211.8% | $6,566 | 加仓 |
| PATH | UIPATH INC CL A | $9,674 | 0.00% | 890 | 504 | 130.6% | $5,478 | 加仓 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $9,700 | 0.00% | 384 | 342 | 814.3% | $8,639 | 加仓 |
| — | PROSHARES NANOTECHNOLOGY ETF | $9,704 | 0.00% | 100 | 100 | — | $9,704 | 新建仓 |
| CCK | CROWN HLDGS INC COM | $9,728 | 0.00% | 87 | 17 | 24.3% | $1,901 | 加仓 |
| TGT | TARGET CORP COM | $9,731 | 0.00% | 75 | 5 | 7.1% | $649 | 加仓 |
| OGE | OGE ENERGY CORP COM | $9,732 | 0.00% | 200 | 2 | 1.0% | $97 | 加仓 |