13F 机构持仓

HIGHLINE WEALTH PARTNERS LLC

SHERMAN OAKS CA · SEC CIK 0002042654

2026Q22026Q1 更早 9 个季度 🔒
$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
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

PAAA 7.5%
JPST 6.7%
NVDA 6.5%
FLXR 5.4%
VOO 5.3%
IEFA 4.9%
QQQM 4.4%
FNDX 4.2%
AAPL 3.8%
VONV 2.5%

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
EQH EQUITABLE HLDGS INC COM $7900.00%18 00.0% — 不变
SEIC SEI INVTS CO COM $7890.00%9 00.0% — 不变
COHR COHERENT CORP COM $7890.00%2 2— $789 新建仓
RVTY REVVITY INC COM $7800.00%7 4133.3% $446 加仓
DXYZ DESTINY TECH100 INC COM SHS $7730.00%30 30— $773 新建仓
HL HECLA MINING COMPANY COM $7720.00%50 50— $772 新建仓
PKG PACKAGING CORP AMER COM $7350.00%3 150.0% $245 加仓
IP INTERNATIONAL PAPER CO COM $7240.00%19 535.7% $191 加仓
FBIN FORTUNE BRANDS INNOVATIONS INC COM $7140.00%13 -149-92.0% -$8,184 减仓
EL LAUDER ESTEE COS INC CL A $7110.00%9 9— $711 新建仓
XYL XYLEM INC COM $7090.00%6 3100.0% $354 加仓
NTR NUTRIEN LTD COM $6920.00%11 457.1% $252 加仓
GAP GAP INC COM $6910.00%37 -69-65.1% -$1,289 减仓
IEX IDEX CORP COM $6810.00%3 00.0% — 不变
CALX CALIX INC COM $6720.00%18 -37-67.3% -$1,381 减仓
FNF FIDELITY NATL FINL INC COM SHS $6600.00%14 14— $660 新建仓
SWK STANLEY BLACK & DECKER INC COM $6590.00%7 -4-36.4% -$377 减仓
TXT TEXTRON INC COM $6420.00%7 -95-93.1% -$8,713 减仓
WRB BERKLEY W R CORP COM $6350.00%9 480.0% $282 重新持有
RRC RANGE RES CORP COM $6320.00%17 -185-91.6% -$6,878 减仓
BEN FRANKLIN RESOURCES INC COM $6320.00%19 181,800.0% $599 加仓
MRNA MODERNA INC COM $6300.00%9 9— $630 新建仓
CRS CARPENTER TECHNOLOGY CORP COM $6170.00%1 00.0% — 不变
USFD US FOODS HLDG CORP COM $6140.00%6 -87-93.5% -$8,903 减仓
AMCR AMCOR PLC COM NEW $6070.00%14 440.0% $173 加仓
WU WESTERN UN CO COM $5850.00%76 -697-90.2% -$5,365 减仓
MOS MOSAIC CO COM $5720.00%27 262,600.0% $551 加仓
FUTU FUTU HLDGS LTD SPON ADS CL A $5620.00%6 00.0% — 不变
HRL HORMEL FOODS CORP COM $5460.00%22 22— $546 新建仓
HAUZ XTRACKERS INTERNATIONAL REAL ESTATE ETF $5380.00%24 00.0% — 不变
UI UBIQUITI INC COM $5340.00%1 1— $534 新建仓
POST POST HLDGS INC COM $5300.00%6 6— $530 新建仓
HLN HALEON PLC SPON ADS $5220.00%56 -36-39.1% -$336 减仓
CUBE CUBESMART COM $5170.00%13 13— $517 新建仓
HEI/A HEICO CORP NEW CL A $5160.00%2 00.0% — 不变
LUV SOUTHWEST AIRLS CO COM $5140.00%10 10— $514 新建仓
MTG MGIC INVT CORP WIS COM $5080.00%18 -356-95.2% -$1.00万 减仓
APG API GROUP CORP COM STK $5080.00%12 00.0% — 不变
WYNN WYNN RESORTS LTD COM $4950.00%5 00.0% — 不变
CPNG COUPANG INC CL A $4860.00%28 00.0% — 不变
ACGL ARCH CAP GROUP LTD ORD $4850.00%5 -13-72.2% -$1,261 减仓
KIM KIMCO REALTY CORP COM $4820.00%19 -109-85.2% -$2,765 减仓
NXT NEXTPOWER INC CLASS A COM $4770.00%4 00.0% — 不变
CFR CULLEN FROST BANKERS INC COM $4640.00%3 00.0% — 不变
ASH ASHLAND INC COM $4610.00%7 -100-93.5% -$6,586 减仓
TRMB TRIMBLE INC COM $4610.00%9 00.0% — 不变
LSCC LATTICE SEMICONDUCTOR CORP COM $4590.00%3 00.0% — 不变
MOH MOLINA HEALTHCARE INC COM $4570.00%2 2— $457 新建仓
CSGP COSTAR GROUP INC COM $4530.00%16 433.3% $113 加仓
ALSN ALLISON TRANSMISSION HLDGS INC COM $4510.00%4 00.0% — 不变
EXP EAGLE MATLS INC COM $4500.00%2 -1-33.3% -$225 减仓
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF $4490.00%10 00.0% — 不变
STM STMICROELECTRONICS N V NY REGISTRY $4490.00%6 6— $449 新建仓
IMO IMPERIAL OIL LTD COM NEW $4480.00%4 00.0% — 不变
MAA MID-AMER APT CMNTYS INC COM $4170.00%3 3— $417 新建仓
DRI DARDEN RESTAURANTS INC COM $4120.00%2 2— $412 新建仓
ECHO ECHOSTAR CORP CL A $4060.00%4 4— $406 新建仓
KT KT CORP SPONSORED ADR $3970.00%23 00.0% — 不变
SBRA SABRA HEALTH CARE REIT INC COM $3900.00%20 00.0% — 不变
LNC LINCOLN NATL CORP IND COM $3890.00%11 11— $389 新建仓
CLX CLOROX CO DEL COM $3820.00%4 -60-93.8% -$5,730 减仓
RDN RADIAN GROUP INC COM $3770.00%10 00.0% — 不变
UNM UNUM GROUP COM $3580.00%4 00.0% — 不变
HSY HERSHEY CO COM $3510.00%2 2— $351 新建仓
RDDT REDDIT INC CL A $3470.00%2 00.0% — 不变
PHIN PHINIA INC COMMON STOCK $3290.00%4 4— $329 新建仓
E ENI SPA SPONSORED ADR $3280.00%7 00.0% — 不变
JMTG JPMORGAN MORTGAGE-BACKED SECURITIES ETF $3160.00%6 6— $316 新建仓
VYX NCR VOYIX CORPORATION COM $3100.00%38 38— $310 新建仓
GNRC GENERAC HLDGS INC COM $2930.00%1 1— $293 新建仓
TYL TYLER TECHNOLOGIES INC COM $2920.00%1 00.0% — 不变
— HUYA INC ADS REP SHS A $2880.00%125 00.0% — 不变
— GLOBAL X VIDEO GAMES & ESPORTS ETF $2870.00%12 00.0% — 不变
HOPE HOPE BANCORP INC COM $2870.00%21 00.0% — 不变
SW SMURFIT WESTROCK PLC SHS $2780.00%6 -47-88.7% -$2,178 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A $2630.00%1 1— $263 新建仓
CTGO CONTANGO SILVER & GOLD INC COM $2530.00%16 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $2380.00%3 3— $238 新建仓
FSLR FIRST SOLAR INC COM $2360.00%1 1— $236 新建仓
ALV AUTOLIV INC COM $2320.00%2 00.0% — 不变
SNN SMITH & NEPHEW PLC SPDN ADR NEW $2300.00%8 00.0% — 不变
COO COOPER COS INC COM $2150.00%3 3— $215 新建仓
BG BUNGE GLOBAL SA COM SHS $2130.00%2 2— $213 新建仓
RIVN RIVIAN AUTOMOTIVE INC COM CL A $2080.00%12 -2,512-99.5% -$4.35万 减仓
AS AMER SPORTS INC COM SHS $2030.00%6 00.0% — 不变
GFF GRIFFON CORP COM $1950.00%2 00.0% — 不变
FIVE FIVE BELOW INC COM $1800.00%1 -3-75.0% -$540 减仓
BYD BOYD GAMING CORP COM $1770.00%2 -111-98.2% -$9,824 减仓
HSIC SCHEIN HENRY INC COM $1670.00%2 -78-97.5% -$6,513 减仓
MSOS ADVISORSHARES PURE US CANNABIS ETF $1630.00%32 00.0% — 不变
LNT ALLIANT ENERGY CORP COM $1530.00%2 2— $153 新建仓
GGG GRACO INC COM $1510.00%2 -107-98.2% -$8,078 减仓
BND VANGUARD TOTAL BOND MARKET ETF $1470.00%2 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC CL A $1420.00%1 -17-94.4% -$2,414 减仓
AKAM AKAMAI TECHNOLOGIES INC COM $1180.00%1 1— $118 新建仓
PTC PTC INC COM $1140.00%1 -10-90.9% -$1,140 减仓
PXH INVESCO RAFI EMERGING MARKETS ETF $840.00%3 00.0% — 不变
PNR PENTAIR PLC SHS $770.00%1 00.0% — 不变
APTV APTIV PLC COM SHS $610.00%1 -12-92.3% -$732 减仓
NI NISOURCE INC COM $480.00%1 00.0% — 不变