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
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $6000.00%26 -4-13.3% -$92 重新持有
WEN WENDYS CO COM $5980.00%86 86— $598 新建仓
WAT WATERS CORP COM $5960.00%2 -3,998-100.0% -$119.14万 重新持有
ALLY ALLY FINL INC COM $5880.00%15 15— $588 新建仓
TRMB TRIMBLE INC COM $5870.00%9 00.0% — 不变
CZR CAESARS ENTERTAINMENT INC NEW COM $5810.00%22 22— $581 新建仓
SJM SMUCKER J M CO COM NEW $5790.00%6 6— $579 新建仓
AGO ASSURED GUARANTY LTD COM $5700.00%7 7— $570 新建仓
IEX IDEX CORP COM $5690.00%3 3— $569 新建仓
EXP EAGLE MATLS INC COM $5680.00%3 3— $568 新建仓
RRX REGAL REXNORD CORPORATION COM $5620.00%3 3— $562 新建仓
RH RH COM $5590.00%4 4— $559 新建仓
TRU TRANSUNION COM $5540.00%8 8— $554 新建仓
TOL TOLL BROTHERS INC COM $5460.00%4 4— $546 新建仓
HAUZ DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF $5420.00%24 00.0% — 不变
SLM SLM CORP COM $5350.00%25 25— $535 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS $5330.00%12 -60-83.3% -$2,665 减仓
VLTO VERALTO CORP COM SHS $5330.00%6 120.0% $89 加仓
CPRT COPART INC COM $5310.00%16 00.0% — 不变
MIDD MIDDLEBY CORP COM $5300.00%4 -28-87.5% -$3,710 重新持有
CPNG COUPANG INC CL A $5290.00%28 -21-42.9% -$397 减仓
NTR NUTRIEN LTD COM $5280.00%7 00.0% — 不变
EXR EXTRA SPACE STORAGE INC COM $5250.00%4 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP COM $5240.00%4 00.0% — 不变
IMO IMPERIAL OIL LTD COM NEW $5230.00%4 00.0% — 不变
TECH BIO-TECHNE CORP COM $5230.00%10 10— $523 新建仓
WYNN WYNN RESORTS LTD COM $5170.00%5 00.0% — 不变
MORN MORNINGSTAR INC COM $5070.00%3 3— $507 新建仓
AAL AMERICAN AIRLINES GROUP INC COM $5050.00%47 00.0% — 不变
MKC MCCORMICK & CO INC COM NON VTG $5040.00%10 10— $504 新建仓
IP INTERNATIONAL PAPER CO COM $5000.00%14 00.0% — 不变
COTY COTY INC COM CL A $4960.00%247 247— $496 新建仓
ON ON SEMICONDUCTOR CORP COM $4950.00%8 8— $495 新建仓
KT KT CORP SPONSORED ADR $4930.00%23 00.0% — 不变
APG API GROUP CORP COM STK $4860.00%12 00.0% — 不变
CSGP COSTAR GROUP INC COM $4840.00%12 -14-53.8% -$565 减仓
NXT NEXTPOWER INC CLASS A COM $4820.00%4 00.0% — 不变
LCID LUCID GROUP INC COM NEW $4770.00%50 00.0% — 不变
ALSN ALLISON TRANSMISSION HLDGS INC COM $4680.00%4 00.0% — 不变
WING WINGSTOP INC COM $4650.00%3 3— $465 新建仓
OMC Omnicom Group Inc/Com $4520.00%6 00.0% — 不变
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $4450.00%10 00.0% — 不变
PKG PACKAGING CORP AMER COM $4400.00%2 00.0% — 不变
CAG CONAGRA BRANDS INC COM $4380.00%28 13.7% $16 加仓
CNXC CONCENTRIX CORP COM $4380.00%16 16— $438 新建仓
CACC CREDIT ACCEP CORP MICH COM $4230.00%1 1— $423 新建仓
HEI/A HEICO CORP NEW CL A $4220.00%2 00.0% — 不变
PODD INSULET CORP COM $4200.00%2 00.0% — 不变
— HUYA INC ADS REP SHS A $4130.00%125 00.0% — 不变
CFR CULLEN FROST BANKERS INC COM $4110.00%3 00.0% — 不变
AMCR AMCOR PLC COM NEW $3980.00%10 10— $398 新建仓
E ENI SPA SPONSORED ADR $3960.00%7 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP COM $3940.00%1 00.0% — 不变
CIEN CIENA CORP COM NEW $3880.00%1 1— $388 新建仓
KMB KIMBERLY-CLARK CORP COM $3860.00%4 -34-89.5% -$3,281 重新持有
SBRA SABRA HEALTH CARE REIT INC COM $3850.00%20 00.0% — 不变
AR ANTERO RESOURCES CORP COM $3820.00%9 00.0% — 不变
DEO Diageo P L/A $3720.00%5 00.0% — 不变
DOW DOW HLDGS INC COM $3720.00%9 00.0% — 不变
XYL XYLEM INC COM $3590.00%3 00.0% — 不变
NOK NOKIA CORP SPONSORED ADR $3540.00%44 00.0% — 不变
TYL TYLER TECHNOLOGIES INC COM $3420.00%1 00.0% — 不变
RDN RADIAN GROUP INC COM $3310.00%10 00.0% — 不变
KGC KINROSS GOLD CORP COM $3050.00%10 00.0% — 不变
CTGO CONTANGO SILVER & GOLD INC COM $3000.00%16 16— $300 新建仓
— GLOBAL X VIDEO GAMES & ESPORTS ETF $2980.00%12 19.1% $25 加仓
UNM UNUM GROUP COM $2920.00%4 00.0% — 不变
MRP MILLROSE PPTYS INC COM CL A $2800.00%10 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP COM $2780.00%3 00.0% — 不变
RDDT REDDIT INC CL A $2690.00%2 00.0% — 不变
RVTY REVVITY INC COM $2640.00%3 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC COM $2630.00%6 6— $263 新建仓
FER FERROVIAL SE ORD SHS $2600.00%4 4— $260 新建仓
SNN SMITH & NEPHEW PLC SPDN ADR NEW $2540.00%8 00.0% — 不变
TCOM TRIP COM GROUP LTD ADS $2490.00%5 00.0% — 不变
MDB MONGODB INC CL A $2450.00%1 00.0% — 不变
HOPE HOPE BANCORP INC COM $2350.00%21 00.0% — 不变
ALV AUTOLIV INC COM $2100.00%2 00.0% — 不变
AS AMER SPORTS INC COM SHS $1980.00%6 00.0% — 不变
DINO HF SINCLAIR CORP COM $1870.00%3 00.0% — 不变
BND VANGUARD TOTAL BOND MARKET ETF $1470.00%2 00.0% — 不变
GFF GRIFFON CORP COM $1450.00%2 00.0% — 不变
MDU MDU RES GROUP INC COM $1240.00%6 6— $124 新建仓
MSOS ADVISORSHARES PURE US CANNABIS ETF $1140.00%32 00.0% — 不变
PNR PENTAIR PLC SHS $870.00%1 00.0% — 不变
PXH INVESCO RAFI EMERGING MARKETS ETF $810.00%3 00.0% — 不变
— KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF $480.00%3 00.0% — 不变
NI NISOURCE INC COM $470.00%1 1— $47 新建仓
GLIBK GCI LIBERTY INC COM SER C $370.00%1 00.0% — 不变
MOS MOSAIC CO COM $260.00%1 -3-75.0% -$78 重新持有
BEN FRANKLIN RESOURCES INC COM $240.00%1 1— $24 新建仓
IVZ INVESCO LTD SHS $240.00%1 1— $24 新建仓
FHN FIRST HORIZON CORPORATION COM $230.00%1 00.0% — 不变
KVUE KENVUE INC COM $170.00%1 -116-99.1% -$1,972 重新持有
AES AES CORP COM $140.00%1 1— $14 新建仓
FLG FLAGSTAR BANK NATIONAL ASSOCIA COM NEW $130.00%1 00.0% — 不变
CDL VictoryShares US Large Cap High Dividend Volatility WTD ETF $100.00%0 -1-100.0% -$84 清仓
EMBC EMBECTA CORP COMMON STOCK $90.00%1 00.0% — 不变
QUAL ISHARES MSCI USA QUALITY FACTOR ETF $00.00%0 -381-100.0% -$7.56万 清仓
SLV ISHARES SILVER TRUST $00.00%0 —— — 申报中断