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 |
|---|---|---|---|---|---|---|---|---|
| SPG | SIMON PPTY GROUP INC NEW COM | $3.28万 | 0.01% | 147 | 70 | 90.9% | $1.56万 | 加仓 |
| AGNC | AGNC INVT CORP COM | $3.27万 | 0.01% | 3,000 | 3,000 | — | $3.27万 | 新建仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $3.24万 | 0.01% | 392 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $3.24万 | 0.01% | 237 | 19 | 8.7% | $2,596 | 加仓 |
| UNP | UNION PAC CORP COM | $3.23万 | 0.01% | 119 | 16 | 15.5% | $4,348 | 加仓 |
| IUS | INVESCO RAFI STRATEGIC US ETF | $3.23万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $3.23万 | 0.01% | 190 | 18 | 10.5% | $3,058 | 加仓 |
| JSI | JANUS HENDERSON SECURITIZED INCOME ETF | $3.20万 | 0.01% | 625 | 625 | — | $3.20万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $3.14万 | 0.01% | 61 | 4 | 7.0% | $2,061 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $3.14万 | 0.01% | 217 | 52 | 31.5% | $7,520 | 加仓 |
| GM | GENERAL MTRS CO COM | $3.14万 | 0.01% | 407 | -59 | -12.7% | -$4,547 | 减仓 |
| OKLO | OKLO INC COM CL A | $3.13万 | 0.01% | 598 | 598 | — | $3.13万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $3.13万 | 0.01% | 353 | 314 | 805.1% | $2.78万 | 加仓 |
| TILT | FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND | $3.09万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3.02万 | 0.01% | 472 | 429 | 997.7% | $2.75万 | 加仓 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $3.02万 | 0.01% | 609 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $3.01万 | 0.01% | 667 | -7 | -1.0% | -$316 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $3.00万 | 0.01% | 47 | 2 | 4.4% | $1,277 | 加仓 |
| — | STELLUS CAP INVT CORP COM | $2.98万 | 0.01% | 3,538 | 3,538 | — | $2.98万 | 新建仓 |
| MCK | MCKESSON CORP COM | $2.95万 | 0.01% | 39 | 11 | 39.3% | $8,323 | 加仓 |
| — | HAVERTY FURNITURE COS INC CL A | $2.94万 | 0.01% | 1,050 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $2.94万 | 0.01% | 232 | -24 | -9.4% | -$3,038 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $2.91万 | 0.01% | 286 | 4 | 1.4% | $407 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $2.89万 | 0.01% | 116 | 20 | 20.8% | $4,985 | 加仓 |
| XHB | STATE STREET SPDR S&P HOMEBUILDERS ETF | $2.89万 | 0.01% | 250 | 250 | — | $2.89万 | 新建仓 |
| CSX | CSX CORP COM | $2.88万 | 0.01% | 606 | 23 | 3.9% | $1,093 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2.86万 | 0.01% | 72 | 6 | 9.1% | $2,383 | 加仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $2.82万 | 0.01% | 297 | -6 | -2.0% | -$570 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $2.82万 | 0.01% | 552 | 552 | — | $2.82万 | 新建仓 |
| VZ | Verizon Communications Inc/Com | $2.80万 | 0.01% | 661 | -258 | -28.1% | -$1.09万 | 减仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $2.79万 | 0.01% | 888 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $2.78万 | 0.01% | 1,500 | 1,500 | — | $2.78万 | 新建仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $2.74万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP COMMON STOCK | $2.74万 | 0.01% | 5,490 | 5,490 | — | $2.74万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD II COM | $2.73万 | 0.01% | 3,835 | 105 | 2.8% | $749 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $2.73万 | 0.01% | 181 | 181 | — | $2.73万 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $2.70万 | 0.01% | 95 | 95 | — | $2.70万 | 新建仓 |
| GSK | GSK PLC SPONSORED ADR | $2.69万 | 0.01% | 514 | -11 | -2.1% | -$577 | 减仓 |
| WMB | WILLIAMS COS INC COM | $2.65万 | 0.01% | 357 | 81 | 29.3% | $6,021 | 加仓 |
| HYGH | iShares Interest Rate Hedged High Yield Bond ETF | $2.64万 | 0.01% | 305 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY MAGNIFICENT 7 BEAR 1X ETF | $2.64万 | 0.01% | 2,000 | 1,300 | 185.7% | $1.72万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $2.63万 | 0.01% | 419 | 217 | 107.4% | $1.36万 | 加仓 |
| USB | US BANCORP COM NEW | $2.63万 | 0.01% | 436 | -158 | -26.6% | -$9,543 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2.61万 | 0.01% | 960 | 0 | 0.0% | — | 不变 |
| LMT | Lockheed Martin Corp/Com | $2.61万 | 0.01% | 51 | 2 | 4.1% | $1,024 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $2.61万 | 0.01% | 159 | 1 | 0.6% | $164 | 加仓 |
| TFC | BB&T Corp Com/Inv | $2.60万 | 0.01% | 522 | 111 | 27.0% | $5,530 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2.59万 | 0.01% | 448 | 13 | 3.0% | $752 | 加仓 |
| PLD | PROLOGIS INC. COM | $2.59万 | 0.01% | 191 | 15 | 8.5% | $2,033 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $2.59万 | 0.01% | 449 | -60 | -11.8% | -$3,460 | 减仓 |
| SAN | BANCO SANTANDER SA ADR | $2.56万 | 0.01% | 1,855 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $2.55万 | 0.01% | 354 | -87 | -19.7% | -$6,278 | 减仓 |
| NOW | SERVICENOW INC COM | $2.52万 | 0.01% | 254 | -1,847 | -87.9% | -$18.34万 | 减仓 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $2.51万 | 0.01% | 310 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A SPONSORED ADS | $2.51万 | 0.01% | 1,671 | -117 | -6.5% | -$1,760 | 减仓 |
| O | REALTY INCOME CORP COM | $2.49万 | 0.01% | 403 | 127 | 46.0% | $7,860 | 加仓 |
| NVO | NOVO-NORDISK A S ADR | $2.49万 | 0.01% | 520 | 25 | 5.1% | $1,199 | 加仓 |
| MPC | MARATHON PETE CORP COM | $2.43万 | 0.00% | 95 | 20 | 26.7% | $5,115 | 加仓 |
| EXC | EXELON CORP COM | $2.41万 | 0.00% | 517 | 191 | 58.6% | $8,903 | 加仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $2.39万 | 0.00% | 458 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $2.37万 | 0.00% | 3,175 | 3,175 | — | $2.37万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL COM | $2.37万 | 0.00% | 312 | 21 | 7.2% | $1,596 | 加仓 |
| SYK | STRYKER CORPORATION COM | $2.36万 | 0.00% | 75 | 16 | 27.1% | $5,043 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $2.35万 | 0.00% | 24 | 5 | 26.3% | $4,898 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $2.34万 | 0.00% | 1,167 | -40 | -3.3% | -$802 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.34万 | 0.00% | 389 | -14 | -3.5% | -$842 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $2.33万 | 0.00% | 948 | 25 | 2.7% | $614 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $2.30万 | 0.00% | 246 | 61 | 33.0% | $5,713 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $2.29万 | 0.00% | 59 | 13 | 28.3% | $5,040 | 加仓 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $2.28万 | 0.00% | 369 | -7 | -1.9% | -$432 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $2.27万 | 0.00% | 135 | -13 | -8.8% | -$2,189 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $2.26万 | 0.00% | 101 | 2 | 2.0% | $447 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2.24万 | 0.00% | 892 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $2.23万 | 0.00% | 544 | 85 | 18.5% | $3,488 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $2.21万 | 0.00% | 334 | -11 | -3.2% | -$729 | 减仓 |
| EMR | EMERSON ELEC CO COM | $2.21万 | 0.00% | 155 | 19 | 14.0% | $2,713 | 加仓 |
| TROW | Price T Rowe/I | $2.21万 | 0.00% | 194 | 1 | 0.5% | $114 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $2.21万 | 0.00% | 268 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $2.20万 | 0.00% | 129 | 96 | 290.9% | $1.63万 | 加仓 |
| — | WHITEHORSE FIN INC COM | $2.19万 | 0.00% | 3,270 | 3,270 | — | $2.19万 | 新建仓 |
| SYY | SYSCO CORP COM | $2.19万 | 0.00% | 262 | 95 | 56.9% | $7,936 | 加仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.18万 | 0.00% | 763 | 763 | — | $2.18万 | 新建仓 |
| — | NUVEEN NY AMT FREE COM | $2.14万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $2.13万 | 0.00% | 902 | 34 | 3.9% | $802 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPORTU COM | $2.11万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $2.09万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.09万 | 0.00% | 75 | 9 | 13.6% | $2,509 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $2.09万 | 0.00% | 104 | 14 | 15.6% | $2,812 | 加仓 |
| ROST | ROSS STORES INC COM | $2.06万 | 0.00% | 97 | 10 | 11.5% | $2,128 | 加仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $2.06万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME TR COM | $2.02万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | QUADRATIC DEFLATION ETF | $2.02万 | 0.00% | 200 | 200 | — | $2.02万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL COM | $2.01万 | 0.00% | 629 | 205 | 48.3% | $6,554 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.00万 | 0.00% | 48 | 1 | 2.1% | $417 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1.99万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.99万 | 0.00% | 136 | 29 | 27.1% | $4,237 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $1.99万 | 0.00% | 284 | 24 | 9.2% | $1,679 | 加仓 |
| CRH | CRH PLC ORD | $1.98万 | 0.00% | 185 | 8 | 4.5% | $856 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $1.97万 | 0.00% | 70 | 5 | 7.7% | $1,405 | 加仓 |
| PINK | SIMPLIFY HEALTH CARE ETF | $1.96万 | 0.00% | 500 | 200 | 66.7% | $7,830 | 重新持有 |