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
— Global X Internet of Things ETF $1,4940.00%40 00.0% — 不变
L LOEWS CORP COM $1,4940.00%14 675.0% $640 加仓
WSC WILLSCOT HLDGS CORP COM CL A $1,4930.00%86 86— $1,493 新建仓
BCH BANCO DE CHILE SPONSORED ADS $1,4820.00%40 721.2% $259 加仓
TER TERADYNE INC COM $1,4820.00%5 5— $1,482 新建仓
RBLX ROBLOX CORP CL A $1,4710.00%26 -7-21.2% -$396 减仓
ARGX ARGENX SE SPONSORED ADR $1,4610.00%2 -4-66.7% -$2,922 减仓
WTS WATTS WATER TECHNOLOGIES INC CL A $1,4510.00%5 00.0% — 不变
AOS SMITH A O CORP COM $1,4510.00%22 22— $1,451 新建仓
— OFS CREDIT COMPANY INC COM $1,4450.00%500 00.0% — 不变
DOX AMDOCS LTD SHS $1,4360.00%22 22— $1,436 新建仓
VNQ VANGUARD REAL ESTATE ETF $1,4190.00%16 00.0% — 不变
— EAGLE POINT INCOME COMPANY INC COM $1,4160.00%150 00.0% — 不变
GTLB GITLAB INC CLASS A COM $1,4070.00%65 00.0% — 不变
J JACOBS SOLUTIONS INC COM $1,4000.00%11 11— $1,400 新建仓
NTRS NORTHERN TR CORP COM $1,3960.00%10 466.7% $558 加仓
— TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS $1,3860.00%46 00.0% — 不变
TLK TELEKOMUNIKASI IND SPONSORED ADR $1,3820.00%74 -77-51.0% -$1,438 减仓
WEX WEX INC COM $1,3770.00%9 9— $1,377 新建仓
PCG PG&E CORP COM $1,3700.00%78 78— $1,370 新建仓
FLO FLOWERS FOODS INC COM $1,3610.00%167 167— $1,361 新建仓
RDY DR REDDYS LABS LTD ADR $1,3570.00%98 -46-31.9% -$637 减仓
SMR NUSCALE PWR CORP CL A COM $1,3550.00%125 125— $1,355 新建仓
CELH CELSIUS HLDGS INC COM NEW $1,3480.00%38 38— $1,348 新建仓
DTM DT MIDSTREAM INC COMMON STOCK $1,3470.00%10 00.0% — 不变
JOBY JOBY AVIATION INC COMMON STOCK $1,3460.00%163 00.0% — 不变
TCBI TEXAS CAP BANCSHARES INC COM $1,3280.00%14 00.0% — 不变
TMDX TRANSMEDICS GROUP INC COM $1,2920.00%13 00.0% — 不变
MTD METTLER TOLEDO INTERNATIONAL COM $1,2610.00%1 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT INC COM $1,2200.00%8 00.0% — 不变
CRL CHARLES RIV LABS INTL INC COM $1,2080.00%7 7— $1,208 新建仓
GPK GRAPHIC PACKAGING HLDG CO COM $1,1830.00%119 119— $1,183 新建仓
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF $1,1780.00%68 00.0% — 不变
TOST TOAST INC CL A $1,1660.00%44 44— $1,166 新建仓
RJF RAYMOND JAMES FINL INC COM $1,1580.00%8 114.3% $145 加仓
BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG $1,1550.00%29 00.0% — 不变
U UNITY SOFTWARE INC COM $1,1410.00%52 52— $1,141 新建仓
CCI CROWN CASTLE INC COM $1,1380.00%14 -23-62.2% -$1,870 减仓
— COTERRA ENERGY INC COM $1,1240.00%32 32— $1,124 新建仓
HAS HASBRO INC COM $1,1230.00%12 00.0% — 不变
STE STERIS PLC SHS USD $1,1060.00%5 00.0% — 不变
TSCO TRACTOR SUPPLY CO COM $1,1030.00%24 960.0% $414 加仓
DLTR DOLLAR TREE INC COM $1,0950.00%10 7233.3% $766 加仓
TREX TREX INC COM $1,0930.00%30 30— $1,093 新建仓
EFX EQUIFAX INC COM $1,0850.00%6 250.0% $362 加仓
BRKR BRUKER CORP COM $1,0840.00%30 30— $1,084 新建仓
DPZ DOMINOS PIZZA INC COM $1,0760.00%3 3— $1,076 新建仓
EVRG EVERGY INC COM $1,0650.00%13 00.0% — 不变
NDSN NORDSON CORP COM $1,0640.00%4 4— $1,064 新建仓
ADC AGREE RLTY CORP COM $1,0550.00%14 00.0% — 不变
HUM HUMANA INC COM $1,0400.00%6 4200.0% $693 重新持有
SBAC SBA COMMUNICATIONS CORP CL A $1,0330.00%6 250.0% $344 重新持有
VICI VICI PPTYS INC COM $1,0110.00%37 -55-59.8% -$1,503 减仓
IREN IREN LIMITED ORDINARY SHARES $9940.00%29 29— $994 新建仓
FTAI FTAI AVIATION LTD SHS $9800.00%4 2100.0% $490 加仓
GL GLOBE LIFE INC COM $9740.00%7 7— $974 新建仓
AXTA AXALTA COATING SYS LTD COM $9700.00%35 -97-73.5% -$2,688 减仓
YETI YETI HLDGS INC COM $9510.00%26 26— $951 新建仓
MICC MAGNUM ICE CREAM CO NV ORD SHS $9420.00%63 63— $942 新建仓
KD KYNDRYL HLDGS INC COMMON STOCK $9320.00%71 71— $932 新建仓
HLN HALEON PLC SPON ADS $9210.00%92 00.0% — 不变
FIVE FIVE BELOW INC COM $9140.00%4 3300.0% $686 加仓
DKNG DRAFTKINGS INC NEW COM CL A $9080.00%42 37740.0% $800 重新持有
APTV APTIV PLC COM SHS $9030.00%13 13— $903 新建仓
UHS UNIVERSAL HLTH SVCS INC CL B $9010.00%5 00.0% — 不变
AVY AVERY DENNISON CORP COM $8940.00%5 00.0% — 不变
OSK OSHKOSH CORP COM $8830.00%6 6— $883 新建仓
— HELIUS MED TECHNOLOGIES INC COM CL A NEW $8650.00%500 00.0% — 不变
ELF E L F BEAUTY INC COM $8490.00%14 14— $849 新建仓
FUTU FUTU HLDGS LTD SPON ADS CL A $8210.00%6 00.0% — 不变
LOGI LOGITECH INTL S A SHS $8200.00%9 00.0% — 不变
VFC V F Corp/Com $8160.00%48 37336.4% $629 加仓
SLGN SILGAN HLDGS INC COM $8150.00%21 21— $815 新建仓
HBAN HUNTINGTON BANCSHARES INC COM $8140.00%52 00.0% — 不变
SWK STANLEY BLACK & DECKER INC COM $7820.00%11 11— $782 新建仓
IONQ IONQ INC COM $7780.00%27 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC COM $7750.00%9 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO CL B $7750.00%18 18— $775 新建仓
DVA DAVITA INC COM $7680.00%5 266.7% $307 加仓
CHD CHURCH & DWIGHT CO INC COM $7620.00%8 00.0% — 不变
VRSN VERISIGN INC COM $7450.00%3 00.0% — 不变
OLN OLIN CORP COM PAR $1 $7430.00%25 25— $743 新建仓
AEG AEGON LTD AMER REG 1 CERT $7410.00%102 00.0% — 不变
FNV FRANCO NEV CORP COM $7410.00%3 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC COM $7410.00%9 9— $741 新建仓
LLYVA LIBERTY LIVE HOLDINGS INC COM SER A $7330.00%8 00.0% — 不变
OPRA OPERA LTD SPONSORED ADS $7270.00%51 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. COM $7110.00%11 110.0% $65 加仓
SEIC SEI INVTS CO COM $7060.00%9 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL COM $7030.00%19 19— $703 新建仓
EMN EASTMAN CHEM CO COM $6870.00%9 9— $687 新建仓
PFGC PERFORMANCE FOOD GROUP CO COM $6850.00%8 8— $685 新建仓
KEY KEYCORP COM $6820.00%34 34— $682 新建仓
EQH EQUITABLE HLDGS INC COM $6680.00%18 00.0% — 不变
AA ALCOA CORP COM $6630.00%10 10— $663 新建仓
CNO CNO FINL GROUP INC COM $6570.00%16 00.0% — 不变
WY WEYERHAEUSER CO COM NEW $6450.00%26 00.0% — 不变
MTN VAIL RESORTS INC COM $6420.00%5 5— $642 新建仓
TSN TYSON FOODS INC CL A $6410.00%10 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 $6090.00%54 00.0% — 不变