13F 机构持仓

HIGHLINE WEALTH PARTNERS LLC

SHERMAN OAKS CA · SEC CIK 0002042654

2026Q22026Q1 更早 9 个季度 🔒
$3.92亿2026Q1 申报市值
1,297持仓数
54.4%前十大占比 · 第一大 10.2%
300 / 84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

JPST 10.2%
JAAA 9.4%
NVDA 6.9%
VOO 5.7%
IEFA 5.0%
AAPL 4.2%
FNDX 3.9%
QQQM 3.6%
IGIB 2.8%
VONV 2.7%

2026Q1 买入最多 按季末市值估算

JAAA 加仓+$1,071.08万
JPST 加仓+$661.28万
FNDX 加仓+$453.57万
QQQM 加仓+$374.78万
BIL 加仓+$264.35万

2026Q1 卖出最多 按季末市值估算

MSFT 减仓-$239.21万
WAT 重新持有-$119.14万
GLD 减仓-$107.57万
IEMG 减仓-$61.65万
BLK 减仓-$52.13万

2026Q1 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
OXY OCCIDENTAL PETE CORP COM $6,8900.00%106 53100.0% $3,445 加仓
AME AMETEK INC COM $6,8600.00%32 20166.7% $4,288 加仓
CP CANADIAN PACIFIC KANSAS CITY COM $6,8430.00%87 70411.8% $5,506 加仓
EOG EOG RES INC COM $6,8000.00%47 511.9% $723 加仓
SFD SMITHFIELD FOODS INC COM $6,7970.00%243 243— $6,797 新建仓
GDDY GODADDY INC CL A $6,7790.00%82 73811.1% $6,035 加仓
VSNT VERSANT MEDIA GROUP INC COM CL A $6,7750.00%183 183— $6,775 新建仓
IOO ISHARES GLOBAL 100 ETF $6,7740.00%56 00.0% — 不变
HPQ HP INC COM $6,7620.00%352 3372,246.7% $6,474 加仓
DASH DOORDASH INC CL A $6,7570.00%45 -15-25.0% -$2,252 减仓
WU WESTERN UN CO COM $6,7480.00%773 773— $6,748 新建仓
PDD PDD HOLDINGS INC SPONSORED ADS $6,7440.00%66 -67-50.4% -$6,846 减仓
XLE Energy Select Sector Spdr Fund $6,7390.00%110 -119-52.0% -$7,290 减仓
HTHT H WORLD GROUP LTD SPONSORED ADS $6,6890.00%133 106392.6% $5,331 加仓
VIK VIKING HOLDINGS LTD ORD SHS $6,6870.00%91 00.0% — 不变
— PROSHARES SHORT BITCOIN ETF $6,6650.00%250 250— $6,665 新建仓
BF/B BROWN FORMAN CORP CL B $6,6630.00%252 252— $6,663 新建仓
MANH MANHATTAN ASSOCIATES INC COM $6,6560.00%50 26108.3% $3,461 加仓
HOG HARLEY DAVIDSON INC COM $6,6520.00%329 329— $6,652 新建仓
TRP TC ENERGY CORP COM $6,6360.00%106 1516.5% $939 加仓
MTCH MATCH GROUP INC NEW COM $6,6330.00%216 216— $6,633 新建仓
CLX CLOROX CO DEL COM $6,6320.00%64 601,500.0% $6,218 加仓
PTA COHEN & STEERS TAX ADVAN PFD S COM $6,5960.00%352 15276.0% $2,848 加仓
WF WOORI FINL GROUP INC SPONSORED ADS $6,5930.00%99 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC CL A $6,5920.00%82 804,000.0% $6,431 加仓
RSG REPUBLIC SVCS INC COM $6,5710.00%30 -2-6.2% -$438 减仓
EW EDWARDS LIFESCIENCES CORP COM $6,5670.00%82 -3-3.5% -$240 减仓
ELAN ELANCO ANIMAL HEALTH INC COM $6,5570.00%274 -172-38.6% -$4,116 减仓
AGIX KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF $6,5540.00%200 00.0% — 不变
HIW HIGHWOODS PPTYS INC COM $6,5510.00%306 306— $6,551 新建仓
B BARRICK MNG CORP COM SHS $6,5260.00%160 -11-6.4% -$449 减仓
AJG GALLAGHER ARTHUR J & CO COM $6,4970.00%30 20200.0% $4,331 加仓
ZTO ZTO EXPRESS CAYMAN INC SPONSORED ADS A $6,4940.00%258 10366.5% $2,593 加仓
MLM MARTIN MARIETTA MATLS INC COM $6,4880.00%11 00.0% — 不变
SSNC SS&C TECH HLDGS COM $6,4870.00%96 -137-58.8% -$9,257 减仓
INGM INGRAM MICRO HLDG CORP COM $6,4570.00%277 277— $6,457 新建仓
MDLN MEDLINE INC COM CL A $6,4530.00%145 145— $6,453 新建仓
— EATON VANCE FLOATING RATE INC COM $6,4380.00%600 00.0% — 不变
SUI SUN CMNTYS INC COM $6,4240.00%51 00.0% — 不变
SETM SPROTT CRITICAL MATERIALS ETF $6,4180.00%194 94.9% $298 加仓
FHB FIRST HAWAIIAN INC COM $6,4060.00%260 235940.0% $5,790 加仓
SNDR SCHNEIDER NATIONAL INC CL B $6,4050.00%243 243— $6,405 新建仓
SILJ AMPLIFY JUNIOR SILVER MINERS ETF $6,3900.00%215 -35-14.0% -$1,040 减仓
KEX KIRBY CORP COM $6,3780.00%48 48— $6,378 新建仓
FFIV F5 INC COM $6,3650.00%22 00.0% — 不变
— NUVEEN MUN CR OPPORTUNITIES FD COM $6,3480.00%600 300100.0% $3,174 加仓
— INVESCO PA VALUE MUN INC TR COM $6,3420.00%600 300100.0% $3,171 加仓
NWG NATWEST GROUP PLC SPONS ADR $6,3180.00%424 00.0% — 不变
FBIN FORTUNE BRANDS INNOVATIONS INC COM $6,3130.00%162 162— $6,313 新建仓
IQV IQVIA HLDGS INC COM $6,3100.00%37 -12-24.5% -$2,046 减仓
ADT ADT INC DEL COM $6,3070.00%960 44787.1% $2,937 加仓
SAIC SCIENCE APPLICATIONS INTL CORP COM $6,2650.00%66 66— $6,265 新建仓
— HANCOCK JOHN PFD INCOME FD II COM $6,2440.00%400 200100.0% $3,122 加仓
— NUVEEN CALIF AMT FREE MUNI INC COM $6,2360.00%524 -26-4.7% -$309 减仓
VTRS VIATRIS INC COM $6,2280.00%461 461— $6,228 新建仓
COLM COLUMBIA SPORTSWEAR CO COM $6,1940.00%113 113— $6,194 新建仓
FCN FTI CONSULTING INC COM $6,1870.00%35 35— $6,187 新建仓
LEA LEAR CORP COM NEW $6,1750.00%51 51— $6,175 新建仓
CDW CDW CORP COM $6,1720.00%51 44628.6% $5,325 重新持有
OC OWENS CORNING NEW COM $6,1690.00%57 57— $6,169 新建仓
MET METLIFE INC COM $6,1530.00%87 3155.4% $2,192 加仓
— RIVERNORTH MANAGED DUR MUN INM COM $6,1340.00%450 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP COM $6,0870.00%22 22— $6,087 新建仓
SOLV SOLVENTUM CORP COM SHS $6,0730.00%93 929,200.0% $6,008 加仓
WMS ADVANCED DRAIN SYS INC DEL COM $6,0340.00%44 44— $6,034 新建仓
VIRT VIRTU FINL INC CL A $6,0250.00%137 137— $6,025 新建仓
ROP ROPER TECHNOLOGIES INC COM $6,0160.00%17 15750.0% $5,308 加仓
CINF CINCINNATI FINL CORP COM $5,9960.00%38 28280.0% $4,418 加仓
CNM CORE & MAIN INC CL A $5,9770.00%121 5275.4% $2,569 加仓
PCN PIMCO CORPORATE & INCM STRG FD COM $5,9500.00%500 00.0% — 不变
ASH ASHLAND INC COM $5,9500.00%107 107— $5,950 新建仓
EVMO EATON VANCE MORTGAGE OPPORTUNITIES ETF $5,9460.00%118 10.9% $50 加仓
RHI ROBERT HALF INC. COM $5,9440.00%234 234— $5,944 新建仓
SWKS SKYWORKS SOLUTIONS INC COM $5,9090.00%110 1052,100.0% $5,640 加仓
DECK DECKERS OUTDOOR CORP COM $5,9050.00%59 59— $5,905 新建仓
EHC ENCOMPASS HEALTH CORP COM $5,9010.00%61 1429.8% $1,354 重新持有
HSIC SCHEIN HENRY INC COM $5,8960.00%80 80— $5,896 新建仓
HUBB HUBBELL INC COM $5,8890.00%12 00.0% — 不变
LKQ LKQ CORP COM $5,8740.00%200 200— $5,874 新建仓
OXLC OXFORD LANE CAP CORP COM $5,8680.00%600 00.0% — 不变
DBL DOUBLELINE OPPORTUNISTIC CR FD COM $5,8400.00%400 00.0% — 不变
INCY INCYTE CORP COM $5,8350.00%62 56933.3% $5,270 加仓
MHK MOHAWK INDS INC COM $5,8090.00%59 2155.3% $2,068 加仓
LDP COHEN & STEERS LTD DURATION PF COM $5,7910.00%290 150107.1% $2,995 加仓
MKL MARKEL GROUP INC COM $5,7420.00%3 3— $5,742 新建仓
ACI ALBERTSONS COS INC COMMON STOCK $5,7250.00%336 336— $5,725 新建仓
— INVESCO VALUE MUN INCOME TR COM $5,7150.00%470 -530-53.0% -$6,445 减仓
HAYW HAYWARD HLDGS INC COM $5,7130.00%427 427— $5,713 新建仓
— NEUBERGER R/EST SECS INC FD COM $5,6800.00%2,000 -1,000-33.3% -$2,840 减仓
AIZ ASSURANT INC COM $5,6630.00%26 26— $5,663 新建仓
AU ANGLOGOLD ASHANTI PLC COM SHS $5,6470.00%58 35152.2% $3,408 加仓
— INVESCO TR INVT GRADE MUNS COM $5,6260.00%570 -430-43.0% -$4,244 减仓
CTAS CINTAS CORP COM $5,5910.00%33 -3-8.3% -$508 减仓
DG DOLLAR GEN CORP COM $5,5890.00%47 37370.0% $4,400 加仓
— NUVEEN NY DIVI ADV COM $5,5750.00%500 00.0% — 不变
CHT CHUNGHWA TELECOM CO LTD SPON ADR NEW11 $5,5330.00%131 -27-17.1% -$1,140 减仓
IRDM IRIDIUM COMMUNICATIONS INC COM $5,5200.00%199 199— $5,520 新建仓
— BLACKROCK MUNIYIELD PA QUALITY COM $5,5150.00%500 00.0% — 不变
CAH CARDINAL HEALTH INC COM $5,4940.00%26 14.0% $211 加仓
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS $5,4850.00%14 12600.0% $4,701 加仓