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HIGHLINE WEALTH PARTNERS LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HIGHLINE WEALTH PARTNERS LLC
报告期 2026-03-31 · CIK 0002042654
持仓数
1,298
前50大市值合计
$361.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 121 项
建仓 13
增持 51
减持 43
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
Apple Inc Com/Inv
+$1.5M
49,288
+1%
增持
VOO
Vanguard S&P 500 ETF
+$1.0M
22,675
+4%
增持
META
META PLATFORMS INC CL A
+$931.5K
12,365
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
Microsoft Corp Com
+$905.5K
17,322
+0%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$698.6K
2,979
增持
QQQ
Invesco QQQ Trust
+$590.0K
9,194
+5%
减持
TDTF
Flexshares IBOXX 5 Year Target Duration TIPS Index Fund
-$560.5K
126,624
-13%
增持
IEFA
iShares Core MSCI EAFE ETF
+$494.5K
90,827
+8%
增持
CDL
VictoryShares US Large Cap High Dividend Volatility WTD ETF
+$481.1K
96,769
+11%
减持
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
-$348.8K
157,356
-6%
减持
TSLA
TESLA INC COM
+$320.7K
6,974
-4%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$315.3K
9,851
-17%
增持
ORCL
Oracle Corp Com
+$304.9K
11,649
+0%
建仓
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
+$299.6K
3,012
增持
GOOGL
ALPHABET INC CAP STK CL A
+$219.1K
13,616
+0%
增持
JMST
JP Morgan Ultra-Short Muni ETF
+$196.8K
65,551
+7%
增持
SCHW
SCHWAB CHARLES CORP COM
+$165.6K
2,946
+11231%
增持
VZ
Verizon Communications Inc/Com
+$159.2K
20,190
+33%
减持
TTD
THE TRADE DESK INC COM CL A
-$157.3K
2,560
-56%
增持
XSOE
WisdomTree EmgMkts Ex-Stat ETF
+$145.9K
77,381
+7%
增持
PFE
Pfizer Inc Com/Inv
-$143.1K
35,125
+0%
增持
CDC
VictoryShares US Eq. Income Enhanced Volatility WTD ETF
+$134.5K
30,815
+14%
减持
GLD
SPDR Gold Shares ETF
-$124.0K
11,919
-3%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$113.1K
78,155
+9%
减持
IHF
iShares U.S. Healthcare Providers ETF
-$108.5K
367
-55%
增持
DIS
DISNEY WALT CO COM
-$104.2K
9,712
+0%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$100.0K
1,398
-41%
增持
OPK
OPKO HEALTH INC COM
+$97.4K
116,680
+9%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$85.9K
1,468
-35%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$84.1K
3,815
+2%
增持
GXDW
Global X Thematic Growth ETF
+$83.3K
35,773
+5%
增持
AMGN
AMGEN INC COM
-$77.5K
4,012
+0%
减持
WFC
WELLS FARGO CO NEW COM
+$64.1K
13,145
-1%
减持
GBTC
Grayscale Bitcoin Trust
+$63.5K
37,481
-6%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$57.1K
161,639
+1%
增持
MCD
MCDONALDS CORP COM
+$52.1K
2,760
+0%
清仓
NIO
NIO INC SPON ADS
-$49.3K
0
-100%
减持
VB
Vanguard Small Cap ETF
+$47.8K
7,480
-2%
减持
VEA
Vanguard FTSE Developed Mkts ETF
+$41.0K
44,091
-0%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$40.8K
43,056
-1%
减持
CVS
CVS HEALTH CORP COM
-$40.1K
7,557
-0%
增持
ARKQ
ARK Autonomous Technology & Robotics ETF
+$39.1K
6,175
+1%
减持
MUC
BLACKROCK MUNIHLDNGS CALI QLTY COM
-$37.5K
10
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
+$35.3K
1,662
-3%
增持
XLP
Consumer Staples Select Sector SPDR Fd
+$33.8K
26,678
+2%
增持
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill
+$31.5K
74,481
+0%
减持
T
AT&T Inc Com/Inv
-$29.7K
190
-89%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$27.5K
547
增持
KO
Coca Cola Co/Com
-$19.3K
10,732
+0%
增持
MMM
3M Co Com/Inv
-$17.9K
3,670
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$16.7K
306
+6%
减持
PAVE
Global X U.S. Infrastructure Development ETF
-$16.5K
297
-67%
清仓
AMLP
ALERIAN MLP ETF
-$15.5K
0
-100%
减持
SNSR
Global X Internet of Things ETF
+$14.9K
13,622
-1%
建仓
—
PROSHARES ULTRAPRO SHORT QQQ
+$14.2K
750
增持
IAU
iShares Gold Trust ETF
+$12.7K
35,586
+4%
减持
TGT
TARGET CORP COM
-$11.8K
12
-85%
减持
VTI
Vanguard Total Stock Market ETF
+$11.5K
2,519
-5%
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$9.4K
1,882
-11%
清仓
—
PACIFIC PREMIER BANCORP COM
-$8.2K
0
-100%
增持
JNJ
JOHNSON & JOHNSON COM
+$6.7K
219
+15%
减持
CHIQ
GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF
-$5.5K
462
-32%
建仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$5.0K
80
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$4.9K
3
-99%
减持
CMCSA
COMCAST CORP NEW CL A
-$4.2K
167
-43%
增持
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
+$3.9K
1,924
+1%
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
+$3.9K
446
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$3.5K
40
-54%
减持
HERO
GLOBAL X VIDEO GAMES & ESPORTS ETF
-$3.4K
688
-20%
减持
ABBV
ABBVIE INC COM
-$3.3K
69
-13%
清仓
DKNG
DRAFTKINGS INC NEW COM CL A
-$3.1K
0
-100%
增持
TM
TOYOTA MOTOR CORP ADS
+$2.6K
120
+2%
建仓
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$2.5K
24
减持
PYPL
PAYPAL HLDGS INC COM
-$2.3K
212
-2%
减持
TMUS
T-MOBILE US INC COM
-$2.0K
18
-42%
增持
WMT
WALMART INC COM
+$1.9K
182
+1%
增持
INTU
INTUIT COM
+$1.8K
139
+1%
增持
JAAA
Janus Henderson AAA CLO ETF
+$1.7K
1,568
+1%
增持
VV
VANGUARD LARGE-CAP ETF
+$1.6K
99
+1%
清仓
ILMN
ILLUMINA INC COM
-$1.6K
0
-100%
增持
F
FORD MTR CO COM
+$1.6K
591
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$1.6K
1,272
+1%
建仓
SYK
STRYKER CORPORATION COM
+$1.5K
5
增持
CAT
CATERPILLAR INC COM
+$1.5K
8
+300%
增持
IVOL
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
-$1.5K
791
+1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$1.2K
37
-12%
清仓
VTRS
VIATRIS INC COM
-$1.2K
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP COM
-$1.1K
0
-100%
建仓
JPIE
JP Morgan Income ETF
+$1.0K
22
减持
RVTY
REVVITY INC COM
-$977
3
-70%
减持
A
AGILENT TECHNOLOGIES INC COM
-$938
6
-50%
增持
CVX
Chevron Corp New/Com
-$751
336
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$685
7
-30%
增持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$670
825
+1%
清仓
CTVA
CORTEVA INC COM
-$603
0
-100%
增持
SCZ
iShares MSCI EAFE SmCap ETF
+$600
1,480
+2%
减持
BKCH
Global X Blockchain ETF
+$596
108
-12%
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$585
9
+50%
减持
VWO
Vanguard FTSE EmgMkts ETF
-$578
102
-13%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$537
3,404
+1%
增持
UHS
UNIVERSAL HLTH SVCS INC CL B
+$535
5
+150%
减持
ELV
ELEVANCE HEALTH INC COM
-$522
4
-20%
建仓
CTAS
CINTAS CORP COM
+$497
1
减持
SLB
SCHLUMBERGER LTD COM STK
-$490
5
-67%
建仓
EFX
EQUIFAX INC COM
+$471
2
减持
NSC
NORFOLK SOUTHN CORP COM
+$467
46
-2%
建仓
PRU
PRUDENTIAL FINL INC COM
+$353
4
建仓
TRV
TRAVELERS COMPANIES INC COM
+$347
2
减持
OXY
OCCIDENTAL PETE CORP COM
-$312
0
-100%
建仓
EBAY
EBAY INC. COM
+$268
6
增持
MTB
M & T BK CORP COM
+$248
2
减持
USB
US BANCORP DEL COM NEW
-$217
12
-29%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$135
0
-100%
增持
EFAV
iShares Edge MSCI Min Vol EAFE ETF
+$121
282
+1%
增持
IVT
INVENTRUST PPTYS CORP COM NEW
-$18
420
+1%
清仓
OGN
ORGANON & CO COMMON STOCK
+$0
0
清仓
MO
ALTRIA GROUP INC COM
+$0
0
清仓
APA
APA CORPORATION COM
+$0
0
清仓
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$0
0
清仓
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$0
0
清仓
VNT
VONTIER CORPORATION COM
+$0
0
