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 |
|---|---|---|---|---|---|---|---|---|
| CVX | Chevron Corp New/Com | $23.49万 | 0.05% | 1,417 | 607 | 74.9% | $10.06万 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $23.41万 | 0.05% | 8,070 | 8,070 | — | $23.41万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $22.30万 | 0.05% | 920 | 840 | 1,050.0% | $20.36万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $22.01万 | 0.04% | 1,288 | 1,288 | — | $22.01万 | 新建仓 |
| GNR | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | $21.81万 | 0.04% | 3,240 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $21.62万 | 0.04% | 180 | 31 | 20.8% | $3.72万 | 加仓 |
| RTX | United Technologies Corp/Com | $20.99万 | 0.04% | 1,106 | 26 | 2.4% | $4,934 | 加仓 |
| CSCO | Cisco Sys Inc/Com | $20.56万 | 0.04% | 1,750 | 467 | 36.4% | $5.49万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $20.52万 | 0.04% | 2,400 | -2,510 | -51.1% | -$21.46万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $20.49万 | 0.04% | 688 | 360 | 109.8% | $10.72万 | 加仓 |
| HD | HOME DEPOT INC COM | $19.93万 | 0.04% | 565 | 60 | 11.9% | $2.12万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC COM CL A | $19.80万 | 0.04% | 5,265 | -1,435 | -21.4% | -$5.40万 | 减仓 |
| MCD | MCDONALDS CORP COM | $19.11万 | 0.04% | 707 | 55 | 8.4% | $1.49万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $19.02万 | 0.04% | 351 | 0 | 0.0% | — | 不变 |
| QDF | FlexShrs Quality Dividend Index ETF | $19.01万 | 0.04% | 2,114 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $18.99万 | 0.04% | 1,677 | 164 | 10.8% | $1.86万 | 加仓 |
| V | VISA INC COM CL A | $18.89万 | 0.04% | 550 | 40 | 7.8% | $1.37万 | 加仓 |
| INTC | Intel Corp Com/Inv | $18.81万 | 0.04% | 1,347 | 392 | 41.0% | $5.47万 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $18.80万 | 0.04% | 2,302 | 2,302 | — | $18.80万 | 新建仓 |
| ALL | ALLSTATE CORP COM | $18.60万 | 0.04% | 782 | 630 | 414.5% | $14.98万 | 加仓 |
| JEPQ | JPMorgan NASDAQ Equity Premium Income ETF | $17.73万 | 0.04% | 2,884 | 2,339 | 429.2% | $14.38万 | 加仓 |
| KO | Coca Cola Co/Com | $17.67万 | 0.04% | 2,175 | 385 | 21.5% | $3.13万 | 加仓 |
| OPK | OPKO HEALTH INC COM | $17.50万 | 0.04% | 116,680 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $17.37万 | 0.04% | 776 | 473 | 156.1% | $10.59万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $17.16万 | 0.03% | 776 | 776 | — | $17.16万 | 新建仓 |
| AMAT | APPLIED MATLS INC COM | $16.00万 | 0.03% | 221 | 29 | 15.1% | $2.10万 | 加仓 |
| TXN | Texas Instrs Inc/Com | $15.75万 | 0.03% | 528 | 14 | 2.7% | $4,175 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $15.58万 | 0.03% | 521 | 521 | — | $15.58万 | 新建仓 |
| AMGN | AMGEN INC COM | $15.52万 | 0.03% | 429 | 240 | 127.0% | $8.68万 | 加仓 |
| IBM | International Business Machs/Com | $15.43万 | 0.03% | 549 | 457 | 496.7% | $12.85万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $15.36万 | 0.03% | 20,000 | 20,000 | — | $15.36万 | 新建仓 |
| PWRD | TCW Transform Systems ETF | $14.74万 | 0.03% | 1,199 | 1,199 | — | $14.74万 | 新建仓 |
| SCZ | iShares MSCI EAFE SmCap ETF | $14.70万 | 0.03% | 1,787 | 21 | 1.2% | $1,728 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $14.52万 | 0.03% | 73 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $14.10万 | 0.03% | 761 | 653 | 604.6% | $12.10万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $13.81万 | 0.03% | 500 | 500 | — | $13.81万 | 新建仓 |
| XLV | Health Care Select Sector SPDR ETF | $13.81万 | 0.03% | 870 | 855 | 5,700.0% | $13.57万 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $13.72万 | 0.03% | 746 | 746 | — | $13.72万 | 新建仓 |
| BA | BOEING CO COM | $13.68万 | 0.03% | 632 | 20 | 3.3% | $4,329 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $13.65万 | 0.03% | 1,170 | 108 | 10.2% | $1.26万 | 加仓 |
| BUXX | STRIVE ENHANCED INCOME SHORT MATURITY ETF | $13.56万 | 0.03% | 6,700 | -9,000 | -57.3% | -$18.22万 | 减仓 |
| — | FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND | $13.14万 | 0.03% | 564 | 3 | 0.5% | $699 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $13.09万 | 0.03% | 3,222 | -185 | -5.4% | -$7,515 | 减仓 |
| APH | AMPHENOL CORP CL A | $12.94万 | 0.03% | 734 | 458 | 165.9% | $8.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $12.88万 | 0.03% | 297 | 43 | 16.9% | $1.86万 | 加仓 |
| KLAC | KLA CORP COM NEW | $12.79万 | 0.03% | 424 | 24 | 6.0% | $7,242 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $12.72万 | 0.03% | 1,114 | 6 | 0.5% | $685 | 加仓 |
| MXF | MEXICO FD INC COM | $12.57万 | 0.03% | 5,748 | 5,748 | — | $12.57万 | 新建仓 |
| PG | Procter and Gamble Co Com | $12.24万 | 0.02% | 835 | 12 | 1.5% | $1,759 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $12.08万 | 0.02% | 291 | -35 | -10.7% | -$1.45万 | 减仓 |
| MRK | MERCK & CO INC COM | $11.98万 | 0.02% | 932 | -22 | -2.3% | -$2,828 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $11.84万 | 0.02% | 1,102 | -550 | -33.3% | -$5.91万 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $11.76万 | 0.02% | 3,874 | 3,874 | — | $11.76万 | 新建仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $11.75万 | 0.02% | 1,242 | -43 | -3.3% | -$4,067 | 减仓 |
| VFH | Vanguard Financials Index ETF | $11.59万 | 0.02% | 881 | 881 | — | $11.59万 | 新建仓 |
| CRM | SALESFORCE INC COM | $11.58万 | 0.02% | 739 | 62 | 9.2% | $9,711 | 加仓 |
| FDX | FEDEX CORP COM | $11.56万 | 0.02% | 369 | 9 | 2.5% | $2,819 | 加仓 |
| BAC | BANK OF AMER CORP COM | $11.13万 | 0.02% | 1,953 | 840 | 75.5% | $4.79万 | 加仓 |
| TE | T1 ENERGY INC COM NEW | $10.90万 | 0.02% | 11,500 | -9,482 | -45.2% | -$8.99万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $10.62万 | 0.02% | 735 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $10.56万 | 0.02% | 419 | 72 | 20.7% | $1.81万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $10.55万 | 0.02% | 2,535 | 21 | 0.8% | $874 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $10.54万 | 0.02% | 205 | 69 | 50.7% | $3.55万 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $10.53万 | 0.02% | 467 | 421 | 915.2% | $9.49万 | 加仓 |
| INTU | INTUIT COM 看跌期权 | $10.44万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $10.25万 | 0.02% | 2,079 | 242 | 13.2% | $1.19万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $10.09万 | 0.02% | 2,982 | 698 | 30.6% | $2.36万 | 加仓 |
| CAT | CATERPILLAR INC COM | $9.93万 | 0.02% | 93 | 14 | 17.7% | $1.49万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $9.89万 | 0.02% | 329 | -4 | -1.2% | -$1,203 | 减仓 |
| GBTC | Grayscale Bitcoin Trust | $9.87万 | 0.02% | 2,168 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $9.86万 | 0.02% | 386 | 121 | 45.7% | $3.09万 | 加仓 |
| SBUX | Starbucks Corp Com/Inv | $9.83万 | 0.02% | 962 | 31 | 3.3% | $3,168 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $9.64万 | 0.02% | 894 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $9.57万 | 0.02% | 1,165 | 271 | 30.3% | $2.23万 | 加仓 |
| DKL | DELEK LOGISTICS PARTNERS LP COM UNT RP INT | $9.57万 | 0.02% | 1,856 | 1,856 | — | $9.57万 | 新建仓 |
| HVT | HAVERTY FURNITURE COS INC COM | $9.45万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9.38万 | 0.02% | 280 | 4 | 1.4% | $1,339 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $9.15万 | 0.02% | 3,527 | 2,880 | 445.1% | $7.47万 | 加仓 |
| — | VANECK CONSUMER DISCRETIONARY TRUSECTOR ETF | $9.09万 | 0.02% | 3,504 | 3,504 | — | $9.09万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $8.98万 | 0.02% | 353 | 249 | 239.4% | $6.34万 | 加仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $8.93万 | 0.02% | 3,650 | -783 | -17.7% | -$1.92万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8.87万 | 0.02% | 896 | -1 | -0.1% | -$99 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $8.84万 | 0.02% | 1,568 | 1,500 | 2,205.9% | $8.46万 | 加仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $8.52万 | 0.02% | 1,500 | 1,500 | — | $8.52万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP COM | $8.26万 | 0.02% | 895 | 487 | 119.4% | $4.49万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $8.19万 | 0.02% | 991 | 50 | 5.3% | $4,133 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $8.17万 | 0.02% | 238 | 56 | 30.8% | $1.92万 | 加仓 |
| DE | DEERE & CO COM | $8.16万 | 0.02% | 129 | 6 | 4.9% | $3,796 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $8.14万 | 0.02% | 738 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $8.13万 | 0.02% | 363 | 33 | 10.0% | $7,392 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $8.07万 | 0.02% | 323 | 3 | 0.9% | $750 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $8.07万 | 0.02% | 544 | 18 | 3.4% | $2,670 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $7.75万 | 0.02% | 244 | 207 | 559.5% | $6.57万 | 加仓 |
| C | CITIGROUP INC COM NEW | $7.74万 | 0.02% | 553 | 117 | 26.8% | $1.64万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $7.64万 | 0.02% | 323 | 226 | 233.0% | $5.35万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $7.58万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| ACN | Accenture PLC Ireland/C | $7.42万 | 0.02% | 596 | -21 | -3.4% | -$2,613 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $7.41万 | 0.02% | 410 | -15 | -3.5% | -$2,712 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $7.35万 | 0.01% | 2,000 | 2,000 | — | $7.35万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $7.26万 | 0.01% | 827 | 69 | 9.1% | $6,056 | 加仓 |