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 |
|---|---|---|---|---|---|---|---|---|
| BRBR | BELLRING BRANDS INC COMMON STOCK | $1.27万 | 0.00% | 984 | 816 | 485.7% | $1.06万 | 加仓 |
| MBB | ISHARES MBS ETF | $1.27万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| BIT | BLACKROCK MULTI SECTOR INC TR COM | $1.25万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $1.25万 | 0.00% | 28 | 10 | 55.6% | $4,461 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.25万 | 0.00% | 20 | -3 | -13.0% | -$1,872 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $1.25万 | 0.00% | 163 | 24 | 17.3% | $1,834 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $1.25万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.24万 | 0.00% | 43 | 21 | 95.5% | $6,078 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH | $1.24万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $1.24万 | 0.00% | 47 | 9 | 23.7% | $2,374 | 加仓 |
| KKR | KKR & CO INC COM | $1.24万 | 0.00% | 135 | 12 | 9.8% | $1,101 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1.24万 | 0.00% | 128 | 112 | 700.0% | $1.08万 | 加仓 |
| AON | AON PLC SHS CL A | $1.23万 | 0.00% | 37 | 7 | 23.3% | $2,322 | 加仓 |
| EFAV | iShares Edge MSCI Min Vol EAFE ETF | $1.23万 | 0.00% | 140 | 3 | 2.2% | $263 | 加仓 |
| BWA | BORGWARNER INC COM | $1.22万 | 0.00% | 184 | 20 | 12.2% | $1,328 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV SPON ADS RP CL B | $1.21万 | 0.00% | 467 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.21万 | 0.00% | 134 | 15 | 12.6% | $1,358 | 加仓 |
| OSK | OSHKOSH CORP COM | $1.21万 | 0.00% | 79 | 73 | 1,216.7% | $1.12万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $1.21万 | 0.00% | 135 | 126 | 1,400.0% | $1.13万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $1.21万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $1.20万 | 0.00% | 159 | 121 | 318.4% | $9,115 | 加仓 |
| RS | RELIANCE INC COM | $1.20万 | 0.00% | 32 | 9 | 39.1% | $3,362 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $1.19万 | 0.00% | 41 | 9 | 28.1% | $2,623 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $1.19万 | 0.00% | 304 | -4 | -1.3% | -$157 | 减仓 |
| MFC | MANULIFE FINL CORP COM | $1.19万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.19万 | 0.00% | 750 | 289 | 62.7% | $4,589 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $1.19万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PAVE | Global X U.S. Infrastructure Development ETF | $1.18万 | 0.00% | 200 | 200 | — | $1.18万 | 新建仓 |
| ROKU | ROKU INC COM CL A | $1.17万 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $1.17万 | 0.00% | 34 | 34 | — | $1.17万 | 新建仓 |
| MSM | MSC INDL DIRECT INC CL A | $1.17万 | 0.00% | 98 | 5 | 5.4% | $595 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $1.16万 | 0.00% | 105 | -31 | -22.8% | -$3,429 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $1.16万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $1.15万 | 0.00% | 16 | 2 | 14.3% | $1,440 | 加仓 |
| HUM | HUMANA INC COM | $1.15万 | 0.00% | 29 | 23 | 383.3% | $9,136 | 加仓 |
| BMO | BANK MONTREAL MEDIUM COM | $1.15万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| DBJP | XTRACKERS MSCI JAPAN HEDGED EQUITY ETF | $1.15万 | 0.00% | 100 | 100 | — | $1.15万 | 新建仓 |
| CBRE | CBRE GROUP INC CL A | $1.14万 | 0.00% | 85 | 8 | 10.4% | $1,078 | 加仓 |
| EQT | EQT CORP COM | $1.14万 | 0.00% | 215 | 131 | 156.0% | $6,966 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $1.13万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $1.13万 | 0.00% | 284 | 19 | 7.2% | $758 | 加仓 |
| MUSA | MURPHY USA INC COM | $1.13万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGIES COM | $1.13万 | 0.00% | 2,174 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $1.13万 | 0.00% | 98 | 51 | 108.5% | $5,876 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI COM | $1.13万 | 0.00% | 1,025 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.12万 | 0.00% | 32 | 3 | 10.3% | $1,050 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $1.12万 | 0.00% | 112 | 112 | — | $1.12万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.12万 | 0.00% | 262 | 24 | 10.1% | $1,024 | 加仓 |
| FFIV | F5 INC COM | $1.12万 | 0.00% | 27 | 5 | 22.7% | $2,070 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $1.12万 | 0.00% | 38 | 5 | 15.2% | $1,469 | 加仓 |
| AOS | SMITH A O CORP COM | $1.12万 | 0.00% | 178 | 156 | 709.1% | $9,784 | 加仓 |
| NTAP | NETAPP INC COM | $1.11万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC COM | $1.11万 | 0.00% | 53 | 40 | 307.7% | $8,374 | 加仓 |
| IR | INGERSOLL RAND INC COM | $1.11万 | 0.00% | 135 | 12 | 9.8% | $985 | 加仓 |
| NEU | NEWMARKET CORP COM | $1.11万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $1.10万 | 0.00% | 48 | 2 | 4.3% | $460 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $1.10万 | 0.00% | 290 | 74 | 34.3% | $2,816 | 加仓 |
| GWW | WW GRAINGER INC COM | $1.10万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC COM | $1.09万 | 0.00% | 201 | -9 | -4.3% | -$490 | 减仓 |
| DOCU | DOCUSIGN INC COM | $1.09万 | 0.00% | 246 | 178 | 261.8% | $7,907 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $1.09万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.09万 | 0.00% | 162 | 97 | 149.2% | $6,533 | 加仓 |
| FTNT | FORTINET INC COM | $1.09万 | 0.00% | 71 | 15 | 26.8% | $2,304 | 加仓 |
| DVA | DAVITA INC COM | $1.09万 | 0.00% | 49 | 44 | 880.0% | $9,790 | 加仓 |
| COKE | COCA COLA CONS INC COM | $1.09万 | 0.00% | 57 | 15 | 35.7% | $2,864 | 加仓 |
| BPOP | POPULAR INC COM NEW | $1.08万 | 0.00% | 66 | 7 | 11.9% | $1,149 | 加仓 |
| TREX | TREX INC COM | $1.07万 | 0.00% | 214 | 184 | 613.3% | $9,208 | 加仓 |
| CMI | CUMMINS INC COM | $1.07万 | 0.00% | 15 | 8 | 114.3% | $5,706 | 加仓 |
| NUE | NUCOR CORP COM | $1.07万 | 0.00% | 48 | 21 | 77.8% | $4,678 | 加仓 |
| DDOG | DATADOG INC CL A COM | $1.07万 | 0.00% | 41 | 4 | 10.8% | $1,041 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1.07万 | 0.00% | 158 | 158 | — | $1.07万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INC TR COM | $1.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $1.06万 | 0.00% | 77 | 59 | 327.8% | $8,127 | 加仓 |
| AMLP | ALERIAN MLP ETF | $1.06万 | 0.00% | 204 | -146 | -41.7% | -$7,563 | 减仓 |
| LSTR | LANDSTAR SYS INC COM | $1.05万 | 0.00% | 51 | 7 | 15.9% | $1,448 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $1.05万 | 0.00% | 64 | 60 | 1,500.0% | $9,885 | 加仓 |
| MTB | M & T BK CORP COM | $1.05万 | 0.00% | 44 | 8 | 22.2% | $1,909 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $1.05万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| — | NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $1.04万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.04万 | 0.00% | 180 | 180 | — | $1.04万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS | $1.04万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $1.03万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $1.03万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC COM | $1.03万 | 0.00% | 208 | 182 | 700.0% | $9,020 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $1.03万 | 0.00% | 72 | 6 | 9.1% | $859 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $1.03万 | 0.00% | 12 | 1 | 9.1% | $858 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.03万 | 0.00% | 386 | 92 | 31.3% | $2,453 | 加仓 |
| XEL | XCEL ENERGY INC COM | $1.03万 | 0.00% | 128 | 40 | 45.5% | $3,212 | 加仓 |
| TLTD | FLEXSHARES MORNINGSTAR DEVELOPED MARKETS EX-US FACTOR TILT INDEX FUND | $1.02万 | 0.00% | 104 | -316 | -75.2% | -$3.10万 | 减仓 |
| FAST | FASTENAL CO COM | $1.02万 | 0.00% | 212 | 37 | 21.1% | $1,777 | 加仓 |
| WDAY | WORKDAY INC CL A | $1.02万 | 0.00% | 83 | 23 | 38.3% | $2,816 | 加仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $1.02万 | 0.00% | 278 | 35 | 14.4% | $1,279 | 加仓 |
| TDC | TERADATA CORP DEL COM | $1.02万 | 0.00% | 293 | 204 | 229.2% | $7,068 | 加仓 |
| — | NUVEEN CORE PLUS IMPACT FUND COM BEN INT | $1.01万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD COM | $1.01万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $1.01万 | 0.00% | 182 | -91 | -33.3% | -$5,053 | 减仓 |
| APA | APA CORPORATION COM | $1.01万 | 0.00% | 310 | 90 | 40.9% | $2,931 | 加仓 |
| SPBO | STATE STREET SPDR PORTFOLIO CORPORATE BOND ETF | $1.00万 | 0.00% | 346 | 346 | — | $1.00万 | 新建仓 |
| VKQ | INVESCO MUNICIPAL TRUST COM | $1.00万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $1.00万 | 0.00% | 96 | 23 | 31.5% | $2,404 | 加仓 |