13F 机构持仓

HIGHLINE WEALTH PARTNERS LLC

SHERMAN OAKS CA · SEC CIK 0002042654

2026Q22026Q1 更早 9 个季度 🔒
$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
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

JPST 10.2%
JAAA 9.4%
NVDA 6.9%
VOO 5.7%
IEFA 5.0%
AAPL 4.2%
FNDX 3.9%
QQQM 3.6%
IGIB 2.8%
VONV 2.7%

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
— GABELLI CONV & INC SECS FD INC COM $2,9960.00%700 25055.6% $1,070 加仓
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $2,9700.00%39 39— $2,970 新建仓
XRNPX COHEN & STEERS REIT & PFD & COM $2,9640.00%150 00.0% — 不变
FAF FIRST AMERN FINL CORP COM $2,9540.00%49 49— $2,954 新建仓
UAL UNITED AIRLS HLDGS INC COM $2,9460.00%32 728.0% $644 加仓
UTG REAVES UTIL INCOME FD COM SH BEN INT $2,9460.00%75 75— $2,946 新建仓
AFB ALLIANCEBERNSTEIN NATL MUN INM COM $2,9400.00%275 275— $2,940 新建仓
DTE DTE ENERGY CO COM $2,9240.00%20 00.0% — 不变
— XAI MADISON EQUITY PREMIUM INC COM $2,9150.00%500 00.0% — 不变
— ALLSPRING GLOBAL DIVIDEND OPPO COM $2,9150.00%500 15042.9% $874 加仓
CLM CORNERSTONE STRATEGIC INVESTME COM $2,9120.00%400 00.0% — 不变
— RIVERNORTH CAP AND INCM FD INC COM $2,9100.00%200 00.0% — 不变
VNT VONTIER CORPORATION COM $2,9090.00%82 82— $2,909 新建仓
— COHEN & STEERS SELECT PFD & IN COM $2,9090.00%150 150— $2,909 新建仓
— CHART INDS INC COM $2,8950.00%14 -8-36.4% -$1,654 减仓
— GRANITESHARES HIPS US HIGH INCOME ETF $2,8890.00%250 00.0% — 不变
DV DOUBLEVERIFY HLDGS INC COM $2,8880.00%304 304— $2,888 新建仓
— BLACKROCK HEALTH SCIENCES TR COM $2,8880.00%75 75— $2,888 新建仓
— EATON VANCE TAX MNGED BUY WRIT COM $2,8840.00%200 200— $2,884 新建仓
KIM KIMCO REALTY CORP COM $2,8760.00%128 128— $2,876 新建仓
— GABELLI GLOBAL UTIL & INCOME COM SH BEN INT $2,8730.00%150 150— $2,873 新建仓
SCHE SCHWAB EMERGING MARKETS EQUITY ETF $2,8670.00%87 00.0% — 不变
IUSV ISHARES CORE S&P US VALUE ETF $2,8630.00%28 00.0% — 不变
— WESTERN ASSET PREMIER BD FD SHS BEN INT $2,8570.00%270 270— $2,857 新建仓
— PCM FD INC COM $2,8550.00%500 00.0% — 不变
RA BROOKFIELD REAL ASSETS INCOME SHS BEN INT $2,8550.00%222 2211.0% $283 加仓
IONS IONIS PHARMACEUTICALS INC COM $2,8530.00%38 00.0% — 不变
— ALLSPRING INCOME OPPORTUNIT INC OPPTY FD $2,8510.00%440 4010.0% $259 加仓
— VOYA GLBL EQTY DIV & PREM OPP COM $2,8500.00%500 00.0% — 不变
WDI WESTERN ASSET DIVERSIFIED INCM COM SHS BEN INT $2,8490.00%212 2714.6% $363 加仓
HQL ABRDN LIFE SCIENCES INVESTORS SH BEN INT $2,8470.00%175 2516.7% $407 加仓
— VIRTUS TOTAL RETURN FD INC COM $2,8470.00%430 11636.9% $768 加仓
GUG GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK $2,8460.00%187 187— $2,846 新建仓
STK COLUMBIA SELIGM PREM TECH GRW COM $2,8450.00%75 75— $2,845 新建仓
JKHY HENRY JACK & ASSOC INC COM $2,8450.00%18 18— $2,845 新建仓
— SPECIAL OPPORTUNITIES FD INC COM $2,8350.00%206 63.0% $83 加仓
BTZ BLACKROCK CR ALLOCATION COM $2,8280.00%280 280— $2,828 新建仓
— FLAHERTY & CRUMRINE TOTAL RETU COM $2,8220.00%170 170— $2,822 新建仓
EOI EATON VANCE ENHANCED EQUITY COM $2,8170.00%150 -50-25.0% -$939 减仓
— FLAHERTY & CRUMRINE DYNAMIC PF SHS $2,8100.00%140 4040.0% $803 加仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $2,8050.00%118 1818.0% $428 加仓
— FLAHERTY & CRUMRINE PFD INCOME COM $2,8020.00%310 310— $2,802 新建仓
GAB GABELLI EQUITY TR INC COM $2,8000.00%500 00.0% — 不变
LDOS LEIDOS HOLDINGS INC COM $2,7990.00%18 16800.0% $2,488 加仓
— FLAHERTY & CRUMRINE PFD INCOME COM $2,7950.00%250 250— $2,795 新建仓
PAYC PAYCOM SOFTWARE INC COM $2,7950.00%23 23— $2,795 新建仓
— NUVEEN MULTI ASSET INCOME FUND COM $2,7900.00%225 -3-1.3% -$37 减仓
— CALAMOS GLOBAL TOTAL RETURN FD COM SH BEN INT $2,7880.00%250 250— $2,788 新建仓
— ELLSWORTH GROWTH & INCOME FD COM $2,7880.00%250 250— $2,788 新建仓
— VOYA EMERGING MKTS HIGH DIVID COM $2,7840.00%418 -32-7.1% -$213 减仓
— CALAMOS DYNAMIC CONV & INCOME COM $2,7760.00%130 -50-27.8% -$1,068 减仓
NFJ VIRTUS DIVIDEND INTEREST & PR COM $2,7740.00%220 -30-12.0% -$378 减仓
— FRANKLIN LTD DURATION INCOME T COM $2,7690.00%475 -105-18.1% -$612 减仓
HWKN HAWKINS INC COM $2,7650.00%18 00.0% — 不变
XAODX ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT $2,7630.00%300 300— $2,763 新建仓
— HIGH INCOME SECS FD SHS BEN INT $2,7600.00%500 -100-16.7% -$552 减仓
RQI COHEN & STEERS QUALITY INCOME COM $2,7590.00%229 -171-42.8% -$2,060 减仓
YYY AMPLIFY CEF HIGH INCOME ETF $2,7580.00%250 00.0% — 不变
XETYX EATON VANCE TAX-MANAGED DIVERS COM $2,7580.00%200 200— $2,758 新建仓
— BLACKROCK FLOATING RATE INCOME COM $2,7550.00%250 00.0% — 不变
CII BLACKROCK ENHANCED LARGE CAP C COM $2,7540.00%131 64.8% $126 加仓
— KKR INCOME OPPORTUNITIES FD COM $2,7500.00%250 -250-50.0% -$2,750 减仓
XAWFX ALLIANCEBERNSTEIN GLOBAL HIGH COM $2,7460.00%270 00.0% — 不变
XBOEX BLACKROCK ENHANCED GLOBAL COM $2,7400.00%250 250— $2,740 新建仓
VMC VULCAN MATLS CO COM $2,7340.00%10 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- COM $2,7340.00%200 200— $2,734 新建仓
— BARINGS GLOBAL SHORT DURATION COM $2,7320.00%200 00.0% — 不变
XCHYX CALAMOS CONV & HIGH INCOME FD COM SHS $2,7230.00%250 -145-36.7% -$1,579 减仓
— WESTERN ASSET HIGH INCOME OPPO COM $2,7230.00%750 00.0% — 不变
— NUVEEN MORTGAGE AND INCOME FD COM $2,7200.00%150 00.0% — 不变
ECAT BLACKROCK ESG CAP ALLC TERM SHS BEN INT $2,7160.00%200 00.0% — 不变
— GABELLI HEALTHCARE & WELLNESS SHS $2,7150.00%300 00.0% — 不变
— CALAMOS LNG SHR EQT DYNAMIC TR COM $2,7140.00%200 00.0% — 不变
— GDL FD COM SH BEN IT $2,7070.00%325 00.0% — 不变
— PIMCO GLOBAL STOCKSPLS INCM FD COM $2,7070.00%325 258.3% $208 加仓
BRBR BELLRING BRANDS INC COMMON STOCK $2,7030.00%168 168— $2,703 新建仓
XEMDX WESTERN ASSET EMERGING MKTS DE COM $2,7010.00%275 -25-8.3% -$246 减仓
— ABRDN GLOBAL DYNAMIC DIVIDEND COM $2,7000.00%250 00.0% — 不变
— HOYA CAPITAL HIGH DIVIDEND YIELD ETF $2,6970.00%300 00.0% — 不变
CALX CALIX INC COM $2,6940.00%55 00.0% — 不变
XGDVX GABELLI DIVID & INCOME TR COM $2,6930.00%100 100— $2,693 新建仓
— LAZARD GLOBAL TOTAL RETURN & COM $2,6870.00%167 -3-1.8% -$48 减仓
CHI CALAMOS CONV OPPORTUNITIES & I SH BEN INT $2,6850.00%250 -150-37.5% -$1,611 减仓
XEXGX EATON VANCE TAX-MANAGED GLOBAL COM $2,6850.00%310 310— $2,685 新建仓
HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME $2,6840.00%470 -30-6.0% -$171 减仓
ASGI ABRDN GLOBAL INFRA INCOME FUND COM SHS BEN INT $2,6830.00%120 65.3% $134 加仓
— WESTERN ASSET HIGH YIELD OPPOR COM $2,6700.00%250 00.0% — 不变
QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS $2,6670.00%100 100— $2,667 新建仓
BEKE KE HLDGS INC SPONSORED ADS $2,6650.00%178 -166-48.3% -$2,485 减仓
ESS ESSEX PPTY TR INC COM $2,6620.00%11 11— $2,662 新建仓
— CREDIT SUISSE HIGH YIELD CREDI SH BEN INT $2,6600.00%1,400 00.0% — 不变
FPF FIRST TR INTER DURATN PFD & IN COM $2,6450.00%150 00.0% — 不变
GPC GENUINE PARTS CO COM $2,6440.00%25 00.0% — 不变
— PGIM HIGH YIELD BOND FUND INC COM $2,6320.00%200 200— $2,632 新建仓
BBWI BATH & BODY WORKS INC COM $2,6320.00%141 141— $2,632 新建仓
— ABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT $2,6300.00%238 -762-76.2% -$8,420 减仓
— HIGHLAND GLOBAL ALLOCATION FD COM $2,6100.00%325 00.0% — 不变
CRF CORNERSTONE TOTAL RETURN FD COM $2,6060.00%375 -125-25.0% -$869 减仓
PDO PIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS $2,5860.00%200 00.0% — 不变
BDJ BLACKROCK ENHANCED EQUITY DIVI COM $2,5860.00%300 300— $2,586 新建仓