HIGHLINE WEALTH PARTNERS LLC
SHERMAN OAKS CA · SEC CIK 0002042654
$3.92亿2026Q1 申报市值
1,297持仓数
54.4%前十大占比 · 第一大 10.2%
300 / 84新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JAAA 加仓+$1,071.08万
JPST 加仓+$661.28万
FNDX 加仓+$453.57万
QQQM 加仓+$374.78万
BIL 加仓+$264.35万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$239.21万
WAT 重新持有-$119.14万
GLD 减仓-$107.57万
IEMG 减仓-$61.65万
BLK 减仓-$52.13万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $3,988.04万 | 10.17% | 787,994 | 130,661 | 19.9% | $661.28万 | 加仓 |
| JAAA | Janus Henderson AAA CLO ETF | $3,695.73万 | 9.43% | 733,716 | 212,643 | 40.8% | $1,071.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,725.01万 | 6.95% | 156,251 | 1,891 | 1.2% | $32.98万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $2,226.39万 | 5.68% | 37,259 | 2,802 | 8.1% | $167.43万 | 加仓 |
| IEFA | iShares Core MSCI EAFE ETF | $1,969.20万 | 5.02% | 217,519 | 27,607 | 14.5% | $249.93万 | 加仓 |
| AAPL | Apple Inc Com/Inv | $1,635.12万 | 4.17% | 64,428 | 1,616 | 2.6% | $41.01万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1,528.72万 | 3.90% | 548,912 | 162,863 | 42.2% | $453.57万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $1,428.72万 | 3.64% | 60,126 | 15,772 | 35.6% | $374.78万 | 加仓 |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,089.42万 | 2.78% | 204,702 | 25,590 | 14.3% | $136.19万 | 加仓 |
| VONV | Vanguard Russell 1000 Value ETF | $1,060.78万 | 2.71% | 113,162 | 4,391 | 4.0% | $41.16万 | 加仓 |
| MSFT | Microsoft Corp Com | $1,013.88万 | 2.59% | 27,389 | -6,462 | -19.1% | -$239.21万 | 减仓 |
| AMZN | AMAZON COM INC COM | $914.22万 | 2.33% | 43,896 | 663 | 1.5% | $13.81万 | 加仓 |
| META | META PLATFORMS INC CL A | $787.84万 | 2.01% | 13,770 | 286 | 2.1% | $16.36万 | 加仓 |
| TSLA | TESLA INC COM | $687.66万 | 1.75% | 18,498 | 909 | 5.2% | $33.79万 | 加仓 |
| GOVT | iShares U.S. Treasury Bond ETF | $668.42万 | 1.70% | 291,761 | 23,275 | 8.7% | $53.32万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $666.02万 | 1.70% | 23,161 | 1,162 | 5.3% | $33.41万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $639.42万 | 1.63% | 7,558 | -37 | -0.5% | -$3.13万 | 减仓 |
| CLIP | Global X 1-3 Month T-Bill ETF | $626.51万 | 1.60% | 62,427 | 2,541 | 4.2% | $25.50万 | 加仓 |
| IEMG | iShares Core MSCI Emerging Mkts ETF | $605.20万 | 1.54% | 86,768 | -8,839 | -9.2% | -$61.65万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $567.14万 | 1.45% | 19,771 | 2,497 | 14.5% | $71.63万 | 加仓 |
| JPM | JP Morgan Chase & Co/Com | $563.16万 | 1.44% | 19,145 | 667 | 3.6% | $19.62万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc. Class B | $469.33万 | 1.20% | 9,794 | -320 | -3.2% | -$15.33万 | 减仓 |
| VEA | Vanguard FTSE Developed Mkts ETF | $466.13万 | 1.19% | 72,742 | 8,671 | 13.5% | $55.56万 | 加仓 |
| COST | Costco Whsl Corp/N | $390.57万 | 1.00% | 3,920 | -36 | -0.9% | -$3.59万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $388.09万 | 0.99% | 5,562 | -129 | -2.3% | -$9.00万 | 减仓 |
| QQQ | Invesco QQQ Trust | $377.63万 | 0.96% | 6,543 | 588 | 9.9% | $33.94万 | 加仓 |
| IAU | iShares Gold Trust ETF | $365.50万 | 0.93% | 41,459 | -1,049 | -2.5% | -$9.25万 | 减仓 |
| JMST | JP Morgan Ultra-Short Muni ETF | $324.35万 | 0.83% | 63,622 | 471 | 0.7% | $2.40万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $290.07万 | 0.74% | 4,441 | 2,210 | 99.1% | $144.35万 | 加仓 |
| BIL | SPDR Bloomberg Barclays 1-3 Month T-Bill | $276.31万 | 0.70% | 30,152 | 28,847 | 2,210.5% | $264.35万 | 加仓 |
| BITB | Bitwise Bitcoin ETF Trust | $273.02万 | 0.70% | 74,169 | 4,384 | 6.3% | $16.14万 | 加仓 |
| GLD | SPDR Gold Shares ETF | $272.29万 | 0.69% | 6,328 | -2,500 | -28.3% | -$107.57万 | 减仓 |
| VTI | Vanguard Total Stock Market ETF | $271.06万 | 0.69% | 8,449 | 805 | 10.5% | $25.83万 | 加仓 |
| IWF | iShares Russell 1000 Growth ETF | $266.31万 | 0.68% | 6,246 | 1,761 | 39.3% | $75.08万 | 加仓 |
| VB | Vanguard Small Cap ETF | $240.88万 | 0.61% | 9,197 | 2,243 | 32.3% | $58.75万 | 加仓 |
| ORCL | Oracle Corp Com | $231.69万 | 0.59% | 15,749 | 18 | 0.1% | $2,648 | 加仓 |
| FRDM | Freedom 100 Emerging Markets ETF | $231.26万 | 0.59% | 42,316 | 10,498 | 33.0% | $57.37万 | 加仓 |
| USEW | Cambria US EW ETF | $204.10万 | 0.52% | 41,755 | 41,755 | — | $204.10万 | 新建仓 |
| AXP | American Express Co/Com | $177.80万 | 0.45% | 5,878 | 24 | 0.4% | $7,260 | 加仓 |
| BLK | BLACKROCK INC COM | $176.39万 | 0.45% | 1,834 | -542 | -22.8% | -$52.13万 | 减仓 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $175.05万 | 0.45% | 35,086 | -1,402 | -3.8% | -$6.99万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $170.78万 | 0.44% | 8,395 | 109 | 1.3% | $2.22万 | 加仓 |
| ETN | EATON CORP PLC SHS | $166.64万 | 0.42% | 4,659 | 11 | 0.2% | $3,934 | 加仓 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $163.04万 | 0.42% | 23,015 | 990 | 4.5% | $7.01万 | 加仓 |
| BILS | SPDR Bloomberg 3-12 Month T-Bill ETF | $152.54万 | 0.39% | 15,339 | 14,469 | 1,663.1% | $143.88万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM 看跌期权 | $113.92万 | 0.29% | 5,600 | 5,600 | — | $113.92万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $111.72万 | 0.28% | 6,199 | -2,847 | -31.5% | -$51.31万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $109.30万 | 0.28% | 27,393 | 108 | 0.4% | $4,309 | 加仓 |
| IRM | IRON MTN INC DEL COM | $107.28万 | 0.27% | 10,503 | -2,388 | -18.5% | -$24.39万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $92.19万 | 0.24% | 1,418 | 726 | 104.9% | $47.20万 | 加仓 |
| FLXR | TCW FLEXIBLE INCOME ETF | $84.94万 | 0.22% | 21,629 | 21,629 | — | $84.94万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $78.74万 | 0.20% | 2,330 | 841 | 56.5% | $28.42万 | 加仓 |
| — | Bitwise Ethereum ETF | $72.94万 | 0.19% | 48,630 | 10,547 | 27.7% | $15.82万 | 加仓 |
| — | ISHARES MSCI WORLD SMALL-CAP ETF | $59.25万 | 0.15% | 19,078 | 19,078 | — | $59.25万 | 新建仓 |
| AVGO | BROADCOM INC COM | $53.91万 | 0.14% | 1,742 | 607 | 53.5% | $18.79万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $52.47万 | 0.13% | 6,555 | 6,555 | — | $52.47万 | 新建仓 |
| TDTT | FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $50.05万 | 0.13% | 20,649 | 20,649 | — | $50.05万 | 新建仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $46.79万 | 0.12% | 2,438 | 2,338 | 2,338.0% | $44.87万 | 加仓 |
| XLU | Utilities Select Sector SPDR ETF | $44.90万 | 0.11% | 9,784 | 173 | 1.8% | $7,939 | 加仓 |
| VTV | VANGUARD VALUE ETF | $44.80万 | 0.11% | 2,283 | 381 | 20.0% | $7.48万 | 加仓 |
| IDLV | INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF | $44.74万 | 0.11% | 12,985 | 12,985 | — | $44.74万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $42.85万 | 0.11% | 2,005 | 287 | 16.7% | $6.13万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $40.28万 | 0.10% | 870 | 36 | 4.3% | $1.67万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $37.86万 | 0.10% | 4,910 | 4,910 | — | $37.86万 | 新建仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $36.03万 | 0.09% | 6,336 | 30 | 0.5% | $1,706 | 加仓 |
| GEV | GE VERNOVA INC COM | $34.66万 | 0.09% | 397 | 251 | 171.9% | $21.91万 | 加仓 |
| TTAN | SERVICETITAN INC SHS CL A | $34.27万 | 0.09% | 5,400 | 4,500 | 500.0% | $28.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $31.82万 | 0.08% | 1,985 | 1,786 | 897.5% | $28.63万 | 加仓 |
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | $31.78万 | 0.08% | 15,700 | 13,700 | 685.0% | $27.74万 | 重新持有 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $29.91万 | 0.08% | 2,971 | 944 | 46.6% | $9.50万 | 加仓 |
| DVY | iShares Select Dividend ETF | $25.87万 | 0.07% | 1,709 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $25.28万 | 0.06% | 585 | 128 | 28.0% | $5.53万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $24.94万 | 0.06% | 6,700 | -100 | -1.5% | -$3,723 | 减仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $24.19万 | 0.06% | 3,240 | 3,240 | — | $24.19万 | 新建仓 |
| NOW | SERVICENOW INC COM | $21.97万 | 0.06% | 2,101 | -519 | -19.8% | -$5.43万 | 减仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $21.88万 | 0.06% | 2,738 | -85 | -3.0% | -$6,791 | 减仓 |
| XLF | Financial Select Sector SPDR Fd | $21.66万 | 0.06% | 4,388 | 0 | 0.0% | — | 不变 |
| RTX | United Technologies Corp/Com | $20.83万 | 0.05% | 1,080 | 71 | 7.0% | $1.37万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $20.81万 | 0.05% | 351 | 350 | 35,000.0% | $20.75万 | 加仓 |
| MCD | MCDONALDS CORP COM | $20.27万 | 0.05% | 652 | -2 | -0.3% | -$622 | 减仓 |
| NFRA | FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND | $19.68万 | 0.05% | 3,078 | 3,078 | — | $19.68万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $19.42万 | 0.05% | 3,407 | -83 | -2.4% | -$4,731 | 减仓 |
| CATY | CATHAY GEN BANCORP COM | $19.03万 | 0.05% | 3,817 | 31 | 0.8% | $1,546 | 加仓 |
| WMT | WALMART INC COM | $18.80万 | 0.05% | 1,513 | 99 | 7.0% | $1.23万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $18.52万 | 0.05% | 483 | 483 | — | $18.52万 | 新建仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $18.20万 | 0.05% | 3,463 | 2,456 | 243.9% | $12.91万 | 加仓 |
| GE | General Electric Co/Com | $18.12万 | 0.05% | 638 | 38 | 6.3% | $1.08万 | 加仓 |
| NFLX | NETFLIX INC. COM | $17.37万 | 0.04% | 1,807 | 417 | 30.0% | $4.01万 | 加仓 |
| INTU | INTUIT COM 看跌期权 | $17.30万 | 0.04% | 400 | 0 | 0.0% | — | 重新持有 |
| CVX | Chevron Corp New/Com | $16.75万 | 0.04% | 810 | 132 | 19.5% | $2.73万 | 加仓 |
| QDF | FlexShrs Quality Dividend Index ETF | $16.72万 | 0.04% | 2,114 | 2,114 | — | $16.72万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $16.69万 | 0.04% | 1,296 | 99 | 8.3% | $1.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $16.69万 | 0.04% | 362 | 167 | 85.6% | $7.70万 | 加仓 |
| HD | HOME DEPOT INC COM | $16.61万 | 0.04% | 505 | 44 | 9.5% | $1.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $16.25万 | 0.04% | 1,652 | 1,545 | 1,443.9% | $15.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $16.16万 | 0.04% | 661 | 56 | 9.3% | $1.37万 | 加仓 |
| — | Exxon Mobile Corp/Com | $15.91万 | 0.04% | 938 | 205 | 28.0% | $3.48万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $15.53万 | 0.04% | 1,062 | 523 | 97.0% | $7.65万 | 加仓 |
| V | VISA INC COM CL A | $15.42万 | 0.04% | 510 | 170 | 50.0% | $5.14万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $14.38万 | 0.04% | 322 | 297 | 1,188.0% | $13.26万 | 加仓 |