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
— COHEN & STEERS TOTAL RETURN COM $3,8990.00%350 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC CL A $3,8860.00%18 00.0% — 重新持有
— DUPONT DE NEMOURS INC COM $3,8850.00%85 1826.9% $823 加仓
— HANCOCK JOHN INVT TR II COM $3,8730.00%300 00.0% — 不变
AXS AXIS CAP HLDGS LTD SHS $3,8540.00%38 38— $3,854 新建仓
ALC ALCON AG ORD SHS $3,8430.00%51 00.0% — 不变
GDXJ VANECK JUNIOR GOLD MINERS ETF $3,8410.00%32 1045.5% $1,200 加仓
BIZD VANECK BDC INCOME ETF $3,8400.00%300 00.0% — 不变
FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT $3,8250.00%300 00.0% — 不变
ETR ENTERGY CORP NEW COM $3,8200.00%34 413.3% $449 加仓
NBIX NEUROCRINE BIOSCIENCES INC COM $3,8200.00%29 29— $3,820 新建仓
— BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT $3,8150.00%350 00.0% — 不变
HMY HARMONY GOLD MNG LTD SPONSORED ADR $3,8120.00%248 -30-10.8% -$461 减仓
— GLOBAL X S&P 500 RISK MANAGED INCOME ETF $3,8030.00%225 00.0% — 不变
VRSK VERISK ANALYTICS INC COM $3,7950.00%20 13185.7% $2,467 加仓
BLW BLACKROCK LTD DURATION INCOME COM SHS $3,7770.00%300 00.0% — 不变
FCNCA FIRST CTZNS BANCSHARES INC DEL CL A $3,7690.00%2 00.0% — 不变
CMI CUMMINS INC COM $3,7660.00%7 00.0% — 不变
— RIVERNORTH OPPORTUNISTIC MUN COM $3,7650.00%250 -750-75.0% -$1.13万 减仓
— EAGLE POINT CREDIT COMPANY INC COM $3,7600.00%1,000 00.0% — 不变
JFR NUVEEN FLOATING RATE INCOME FD COM $3,7600.00%500 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $3,7330.00%33 00.0% — 不变
— LMP CAP & INCOME FD INC COM $3,7330.00%250 00.0% — 不变
EXE EXPAND ENERGY CORPORATION COM $3,7330.00%34 30750.0% $3,294 加仓
RACE FERRARI N V COM $3,7230.00%11 101,000.0% $3,385 加仓
— MFS HIGH INCOME MUN TR SH BEN INT $3,7100.00%1,000 00.0% — 不变
— VIRTUS GLOBAL MULTI-SECTOR INC COM $3,6900.00%500 00.0% — 不变
— INVESCO MUNI INCOME OPP TRST COM $3,6840.00%600 600— $3,684 新建仓
AWK AMERICAN WTR WKS CO INC NEW COM $3,6740.00%27 -11-28.9% -$1,497 减仓
LULU LULULEMON ATHLETICA INC COM $3,6740.00%24 24— $3,674 新建仓
FROG JFROG LTD ORD SHS $3,6610.00%78 00.0% — 不变
XJQCX NUVEEN CR STRATEGIES INCOME FD COM SHS $3,6530.00%750 00.0% — 不变
PTY PIMCO CORPORATE & INCOME OPPOR COM $3,6180.00%300 00.0% — 不变
WDS WOODSIDE ENERGY GROUP LTD SPONSORED ADR $3,6060.00%151 151— $3,606 新建仓
— ALLSPRING MULTI SECTOR INCOME COM $3,6040.00%400 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAREN COMMON STOCK $3,6040.00%168 00.0% — 不变
MMU WESTERN ASSET MANAGED MUNS FD COM $3,5980.00%350 350— $3,598 新建仓
— MFS HIGH YIELD MUN TR SH BEN INT $3,5800.00%1,000 1,000— $3,580 新建仓
BCAT BLACKROCK CAP ALLOCATION TERM COM $3,5330.00%250 -250-50.0% -$3,533 减仓
— FIRST TR MTG INCOME FD COM SHS $3,5310.00%300 00.0% — 不变
AN AUTONATION INC COM $3,5150.00%18 00.0% — 不变
SPLV INVESCO S&P 500 LOW VOLATILITY ETF $3,5110.00%48 00.0% — 不变
— MORGAN STANLEY EMKT DBT FD INC COM $3,5100.00%500 00.0% — 不变
MHD BLACKROCK MUNIHOLDINGS FD INC COM $3,4970.00%310 310— $3,497 新建仓
— EATON VANCE SR INCOME TR SH BEN INT $3,4930.00%700 00.0% — 不变
CPAY CORPAY INC COM SHS $3,4920.00%12 10500.0% $2,910 重新持有
CMS CMS ENERGY CORP COM $3,4910.00%45 12.3% $78 加仓
IX ORIX CORP SPONSORED ADR $3,4790.00%116 00.0% — 不变
SNAP SNAP INC CL A $3,4500.00%750 00.0% — 不变
TXNM TXNM ENERGY INC COM $3,4490.00%59 00.0% — 不变
COPX GLOBAL X COPPER MINERS ETF $3,4360.00%45 00.0% — 不变
HMC HONDA MOTOR CO LTD ADR ECH CNV IN 3 $3,4280.00%141 -120-46.0% -$2,917 减仓
— SELECT MED HLDGS CORP COM $3,4050.00%209 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW COM $3,3960.00%130 10.8% $26 加仓
ESLT ELBIT SYS LTD ORD $3,3960.00%4 00.0% — 不变
PUK PRUDENTIAL PLC ADR $3,3830.00%119 00.0% — 不变
AZO AUTOZONE INC COM $3,3780.00%1 -2-66.7% -$6,756 减仓
DOV DOVER CORP COM $3,3550.00%16 8100.0% $1,678 加仓
MTSI MACOM TECH SOLUTIONS HLDGS INC COM $3,3310.00%15 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD SH BEN INT $3,3300.00%600 00.0% — 不变
PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT $3,3090.00%150 00.0% — 不变
BTX BLACKROCK TECH AND PRIVATE EQU SHS BEN INT $3,3000.00%500 00.0% — 不变
PHM PULTE GROUP INC COM $3,2930.00%28 21300.0% $2,470 加仓
THQ ABRDN HEALTHCARE OPPORTUNITIES SHS $3,2760.00%195 00.0% — 不变
CNC CENTENE CORP DEL COM $3,2740.00%100 100— $3,274 新建仓
— GLOBAL X U.S. NATURAL GAS ETF $3,2680.00%70 00.0% — 不变
— WESTERN ASSET INFLT LNK INC FD COM SH BEN INT $3,2320.00%400 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $3,2300.00%9 350.0% $1,077 加仓
DOCU DOCUSIGN INC COM $3,2240.00%68 68— $3,224 新建仓
VVR INVESCO SR INCOME TR COM $3,2200.00%1,000 00.0% — 不变
— FRANKLIN UNVL TR SH BEN INT $3,2040.00%400 400— $3,204 新建仓
— SPROTT NICKEL MINERS ETF $3,2020.00%200 00.0% — 不变
OEF ISHARES S&P 100 ETF $3,1810.00%10 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW $3,1780.00%116 00.0% — 不变
TBLD THORNBURG INCM BUILDER OPP TR COM $3,1720.00%150 150— $3,172 新建仓
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF $3,1720.00%127 127— $3,172 新建仓
FITB FIFTH THIRD BANCORP COM $3,1590.00%68 11.5% $46 加仓
REG REGENCY CTRS CORP COM $3,1440.00%42 33366.7% $2,470 加仓
CM CANADIAN IMPERIAL BANK OF COMM COM $3,1270.00%33 00.0% — 不变
— EATON VANCE MUN INCOME TR SH BEN INT $3,1230.00%300 300— $3,123 新建仓
KMX CARMAX INC COM $3,1190.00%75 75— $3,119 新建仓
— AVALONBAY CMNTYS INC COM $3,1040.00%19 -1,291-98.5% -$21.09万 重新持有
CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES $3,0980.00%33 832.0% $751 加仓
XFFCX FLAHERTY & CRUMRIN PFD & INM S COM $3,0980.00%200 00.0% — 不变
HTD HANCOCK JOHN TAX-ADVANTAGED DI COM $3,0960.00%125 -15-10.7% -$372 减仓
OKTA OKTA INC CL A $3,0700.00%39 -3-7.1% -$236 减仓
CPER UNITED STATES COPPER INDEX FUND $3,0640.00%89 -361-80.2% -$1.24万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK $3,0640.00%43 -36-45.6% -$2,565 减仓
JGH NUVEEN GLOBAL HIGH INCOME FD SHS $3,0550.00%250 00.0% — 不变
G GENPACT LIMITED SHS $3,0550.00%82 82— $3,055 新建仓
PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF $3,0540.00%150 00.0% — 不变
— BNY MELLON HIGH YIELD STRATEGI SH BEN INT $3,0500.00%1,250 1,250— $3,050 新建仓
— ARES DYNAMIC CR ALLOCATION FD COM $3,0400.00%250 00.0% — 不变
HAL HALLIBURTON CO COM $3,0260.00%78 1830.0% $698 加仓
— ALLSPRING UTILITIES AND HIGH I WF UTILITIES INC $3,0250.00%250 00.0% — 不变
HQH ABRDN HEALTHCARE INVESTORS SH BEN INT $3,0240.00%170 -830-83.0% -$1.48万 重新持有
ETG EATON VANCE TX ADV GLBL DIV FD COM $3,0180.00%150 150— $3,018 新建仓
SOFI SOFI TECHNOLOGIES INC COM $3,0170.00%190 -19-9.1% -$302 减仓
IBN ICICI BANK LIMITED ADR $3,0040.00%116 -691-85.6% -$1.79万 减仓
Q QNITY ELECTRONICS INC COMMON STOCK $3,0020.00%26 26— $3,002 新建仓