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 |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY COM | $1,737 | 0.00% | 78 | 78 | — | $1,737 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $1,724 | 0.00% | 19 | 19 | — | $1,724 | 新建仓 |
| L | LOEWS CORP COM | $1,698 | 0.00% | 15 | 1 | 7.1% | $113 | 加仓 |
| EEFT | EURONET WORLDWIDE INC COM | $1,683 | 0.00% | 23 | -105 | -82.0% | -$7,683 | 减仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $1,671 | 0.00% | 53 | 2 | 3.9% | $63 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $1,670 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC CL A | $1,669 | 0.00% | 12 | 12 | — | $1,669 | 新建仓 |
| FE | FIRSTENERGY CORP COM | $1,664 | 0.00% | 35 | 5 | 16.7% | $238 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO COM | $1,638 | 0.00% | 155 | 36 | 30.3% | $380 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD COM | $1,635 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ADT | ADT INC DEL COM | $1,632 | 0.00% | 251 | -709 | -73.9% | -$4,610 | 减仓 |
| VICI | VICI PPTYS INC COM | $1,609 | 0.00% | 61 | 24 | 64.9% | $633 | 加仓 |
| TSN | TYSON FOODS INC CL A | $1,603 | 0.00% | 28 | 18 | 180.0% | $1,030 | 加仓 |
| HLNE | HAMILTON LANE INC CL A | $1,577 | 0.00% | 20 | 20 | — | $1,577 | 新建仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1,572 | 0.00% | 139 | 68 | 95.8% | $769 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $1,558 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| — | TOP SHIPS INC SHS NEW | $1,540 | 0.00% | 2,000 | 2,000 | — | $1,540 | 新建仓 |
| — | EAGLE POINT INCOME COMPANY INC COM | $1,511 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE PHYSICAL AI, HUMANOIDS AND DRONES FUND | $1,491 | 0.00% | 50 | 50 | — | $1,491 | 新建仓 |
| U | UNITY SOFTWARE INC COM | $1,486 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $1,480 | 0.00% | 28 | 28 | — | $1,480 | 新建仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1,467 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1,465 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $1,454 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1,454 | 0.00% | 82 | 30 | 57.7% | $532 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC COM | $1,446 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $1,440 | 0.00% | 46 | 46 | — | $1,440 | 新建仓 |
| IONQ | IONQ INC COM | $1,438 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD ADR | $1,420 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1,414 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $1,413 | 0.00% | 100 | 40 | 66.7% | $565 | 重新持有 |
| DXC | DXC TECHNOLOGY CO COM | $1,407 | 0.00% | 159 | 159 | — | $1,407 | 新建仓 |
| CNM | CORE & MAIN INC CL A | $1,399 | 0.00% | 29 | -92 | -76.0% | -$4,438 | 减仓 |
| BRZE | BRAZE INC COM CL A | $1,388 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $1,377 | 0.00% | 6 | 6 | — | $1,377 | 新建仓 |
| TOST | TOAST INC CL A | $1,335 | 0.00% | 48 | 4 | 9.1% | $111 | 加仓 |
| ALLY | ALLY FINL INC COM | $1,287 | 0.00% | 28 | 13 | 86.7% | $598 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $1,282 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | OFS CREDIT COMPANY INC COM | $1,280 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $1,280 | 0.00% | 122 | -102 | -45.5% | -$1,070 | 重新持有 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1,278 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $1,252 | 0.00% | 24 | -108 | -81.8% | -$5,634 | 减仓 |
| GL | GLOBE LIFE INC COM | $1,251 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $1,246 | 0.00% | 85 | 84 | 8,400.0% | $1,231 | 加仓 |
| ATO | ATMOS ENERGY CORP COM | $1,206 | 0.00% | 7 | 7 | — | $1,206 | 新建仓 |
| AXTA | AXALTA COATING SYS LTD COM | $1,198 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $1,198 | 0.00% | 56 | 56 | — | $1,198 | 新建仓 |
| DB | DEUTSCHE BK AG NAMEN AKT | $1,182 | 0.00% | 35 | -16 | -31.4% | -$540 | 减仓 |
| REG | REGENCY CTRS CORP COM | $1,168 | 0.00% | 15 | -27 | -64.3% | -$2,102 | 减仓 |
| OMC | Omnicom Group Inc/Com | $1,165 | 0.00% | 16 | 10 | 166.7% | $728 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $1,162 | 0.00% | 8 | 4 | 100.0% | $581 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $1,156 | 0.00% | 13 | 7 | 116.7% | $622 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $1,147 | 0.00% | 24 | 5 | 26.3% | $239 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $1,146 | 0.00% | 35 | -75 | -68.2% | -$2,456 | 重新持有 |
| CRL | CHARLES RIV LABS INTL INC COM | $1,134 | 0.00% | 5 | -2 | -28.6% | -$454 | 减仓 |
| — | TILRAY BRANDS INC COM | $1,131 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1,130 | 0.00% | 29 | 11 | 61.1% | $429 | 加仓 |
| WAT | WATERS CORP COM | $1,125 | 0.00% | 3 | 1 | 50.0% | $375 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $1,113 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PHYSICAL PALLADIUM SHARES ETF | $1,104 | 0.00% | 50 | 50 | — | $1,104 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1,084 | 0.00% | 11 | 3 | 37.5% | $296 | 加仓 |
| FTAI | FTAI AVIATION LTD SHS | $1,082 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1,080 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $1,077 | 0.00% | 23 | 23 | — | $1,077 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $1,076 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $1,066 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,062 | 0.00% | 61 | -2 | -3.2% | -$35 | 减仓 |
| ADC | AGREE RLTY CORP COM | $1,060 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $1,036 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $1,030 | 0.00% | 10 | -8 | -44.4% | -$824 | 减仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $1,014 | 0.00% | 21 | 21 | — | $1,014 | 新建仓 |
| OPRA | OPERA LTD SPONSORED ADS | $1,011 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $1,010 | 0.00% | 48 | 48 | — | $1,010 | 新建仓 |
| VRSN | VERISIGN INC COM | $1,006 | 0.00% | 4 | 1 | 33.3% | $252 | 加仓 |
| TLK | TELEKOMUNIKASI IND SPONSORED ADR | $994 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $991 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $981 | 0.00% | 2 | 1 | 100.0% | $490 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $975 | 0.00% | 14 | 11 | 366.7% | $766 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $948 | 0.00% | 18 | 18 | — | $948 | 新建仓 |
| AYA | AYA GOLD & SILVER INC COM | $947 | 0.00% | 50 | 50 | — | $947 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $945 | 0.00% | 32 | 6 | 23.1% | $177 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER L CL A | $939 | 0.00% | 18 | 18 | — | $939 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $914 | 0.00% | 82 | 28 | 51.9% | $312 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $908 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $899 | 0.00% | 6 | 1 | 20.0% | $150 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $897 | 0.00% | 67 | 39 | 139.3% | $522 | 加仓 |
| ASIX | ADVANSIX INC COM | $895 | 0.00% | 45 | 45 | — | $895 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $894 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC COM | $863 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD AMER REG 1 CERT | $861 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC COM | $859 | 0.00% | 6 | -38 | -86.4% | -$5,440 | 减仓 |
| LOGI | LOGITECH INTL S A SHS | $846 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $845 | 0.00% | 19 | -231 | -92.4% | -$1.03万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $840 | 0.00% | 3 | 3 | — | $840 | 新建仓 |
| — | HELIUS MED TECHNOLOGIES INC COM CL A NEW | $825 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $825 | 0.00% | 19 | 19 | — | $825 | 新建仓 |
| CNO | CNO FINL GROUP INC COM | $816 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE HOLDINGS INC COM SER A | $810 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $802 | 0.00% | 5 | -37 | -88.1% | -$5,935 | 减仓 |
| VFC | V F Corp/Com | $801 | 0.00% | 48 | 0 | 0.0% | — | 不变 |