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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 49
增持 73
减持 23
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
JAAA
Janus Henderson AAA CLO ETF
+$6.5M
130,064
+8195%
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$5.5M
36,550
减持
CDL
VictoryShares US Large Cap High Dividend Volatility WTD ETF
-$4.1M
25,494
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。
-74%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$3.4M
229,077
+42%
增持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$3.3M
71,225
+8533%
减持
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
-$3.1M
25,283
-84%
减持
TDTF
Flexshares IBOXX 5 Year Target Duration TIPS Index Fund
-$2.9M
3,177
-97%
减持
XSOE
WisdomTree EmgMkts Ex-Stat ETF
-$2.1M
3,329
-96%
减持
XLP
Consumer Staples Select Sector SPDR Fd
-$1.8M
2,856
-89%
减持
CDC
VictoryShares US Eq. Income Enhanced Volatility WTD ETF
-$1.1M
11,936
-61%
减持
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill
-$867.5K
65,034
-13%
增持
AAPL
Apple Inc Com/Inv
-$845.2K
50,903
+3%
清仓
CDNS
CADENCE DESIGN SYSTEM INC COM
-$698.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$412.2K
20,686
+2%
增持
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
+$411.7K
7,154
+138%
增持
VOO
Vanguard S&P 500 ETF
+$333.3K
24,365
+7%
减持
GLD
SPDR Gold Shares ETF
-$319.8K
10,528
-12%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$306.3K
95,102
+22%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$297.3K
14,727
+8%
增持
IVV
ISHARES CORE S&P 500 ETF
+$282.6K
2,383
+43%
增持
IEFA
iShares Core MSCI EAFE ETF
+$275.1K
99,548
+10%
增持
MSFT
Microsoft Corp Com
-$268.0K
17,833
+3%
增持
NFLX
NETFLIX INC COM
+$217.0K
647
+944%
增持
COST
Costco Whsl Corp/N
+$201.1K
3,677
+6%
增持
PANW
PALO ALTO NETWORKS INC COM
-$169.3K
14,318
+4%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$149.4K
41,847
-3%
增持
CVS
CVS HEALTH CORP COM
+$147.6K
9,596
+27%
增持
ORCL
Oracle Corp Com
-$144.5K
11,734
+1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$132.3K
4,830
+27%
减持
VEA
Vanguard FTSE Developed Mkts ETF
-$128.2K
43,639
-1%
增持
MRK
MERCK & CO INC COM
-$123.1K
10,118
+0%
增持
PFE
Pfizer Inc Com/Inv
-$122.9K
35,137
+0%
建仓
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$106.7K
2,122
增持
QQQ
Invesco QQQ Trust
+$99.2K
9,757
+6%
减持
VZ
Verizon Communications Inc/Com
-$97.8K
20,150
-0%
增持
SBUX
Starbucks Corp Com/Inv
-$88.6K
11,413
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$82.7K
3,003
+1%
减持
TSLA
TESLA INC COM
-$81.8K
6,969
-0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$78.3K
500
+63%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$75.3K
786
-46%
增持
—
EATON CORP PLC SHS
+$67.8K
4,625
+1%
增持
MUB
iShares National Muni Bond ETF
+$67.8K
1,754
+67%
增持
CRM
SALESFORCE INC COM
+$67.0K
517
+189%
减持
VNLA
JANUS HENDERSON SHORT DURATION INCOME ETF
-$66.1K
6
-100%
建仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$64.8K
1,080
增持
GXDW
Global X Thematic Growth ETF
+$60.7K
43,165
+21%
建仓
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$60.5K
644
增持
AMZN
AMAZON COM INC COM
+$52.2K
25,488
+4%
减持
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
-$45.6K
1,387
-28%
增持
KO
Coca Cola Co/Com
-$45.1K
10,740
+0%
建仓
—
CLEARBRIDGE ALL CAP GROWTH ESG ETF
+$43.8K
1,076
建仓
EFG
ISHARES MSCI EAFE GROWTH ETF
+$43.2K
501
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$43.0K
326
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$40.3K
823
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$40.2K
9,704
-1%
增持
HD
HOME DEPOT INC COM
-$38.5K
5,861
+1%
建仓
NVO
NOVO-NORDISK A S ADR
+$36.4K
400
减持
AOR
ISHARES CORE GROWTH ALLOCATION ETF
-$33.7K
1,278
-32%
建仓
SNOW
SNOWFLAKE INC CL A
+$32.8K
215
建仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$30.1K
299
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$25.2K
563
+101%
减持
TTD
THE TRADE DESK INC COM CL A
-$25.0K
2,210
-14%
建仓
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$22.9K
756
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$22.8K
10,255
+1%
建仓
VSS
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF
+$21.9K
206
建仓
AOM
ISHARES CORE MODERATE ALLOCATION ETF
+$19.5K
502
建仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$19.4K
268
建仓
LIT
GLOBAL X LITHIUM & BATTERY TECH ETF
+$19.0K
345
建仓
LRGE
CLEARBRIDGE LARGE CAP GROWTH ESG ETF
+$19.0K
367
建仓
ARWR
ARROWHEAD PHARMACEUTICALS INC COM
+$18.3K
681
建仓
IWR
ISHARES RUSSELL MIDCAP ETF
+$18.3K
264
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$18.0K
263
增持
VB
Vanguard Small Cap ETF
-$16.9K
7,779
+4%
清仓
—
PROSHARES ULTRAPRO SHORT QQQ
-$14.2K
0
-100%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$13.6K
130
建仓
—
TE CONNECTIVITY PLC ORD SHS
+$13.6K
110
增持
VLO
VALERO ENERGY CORP COM
+$13.4K
131
+198%
建仓
—
APTIV PLC SHS
+$13.3K
135
增持
TXN
Texas Instrs Inc/Com
-$12.4K
628
+1%
增持
GBTC
Grayscale Bitcoin Trust
+$12.2K
38,118
+2%
建仓
SUB
iShares Short-term National Muni Bond ETF
+$12.1K
118
减持
KRE
SPDR S&P REGIONAL BANKING ETF
-$12.0K
201
-60%
建仓
IYH
ISHARES U.S. HEALTHCARE ETF
+$11.9K
44
减持
EFAV
iShares Edge MSCI Min Vol EAFE ETF
-$10.8K
127
-55%
增持
PG
Procter and Gamble Co Com
-$10.5K
3,069
+2%
增持
SCHP
Schwab U.S. TIPS ETF
+$10.4K
208
+20700%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$9.9K
58
+867%
增持
—
Accenture PLC Ireland/C
+$9.8K
44
+267%
增持
ELV
ELEVANCE HEALTH INC COM
+$9.5K
26
+550%
建仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$9.1K
51
增持
ADI
ANALOG DEVICES INC COM
+$8.8K
60
+567%
建仓
IBM
International Business Machs/Com
+$8.4K
60
增持
ABBV
ABBVIE INC COM
+$8.3K
118
+71%
建仓
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$8.2K
315
建仓
SNX
TD SYNNEX CORPORATION COM
+$7.9K
79
建仓
NET
CLOUDFLARE INC CL A COM
+$7.9K
125
增持
ZTS
ZOETIS INC CL A
+$7.8K
57
+375%
增持
MAS
MASCO CORP COM
+$7.7K
160
+967%
增持
CSCO
Cisco Sys Inc/Com
+$7.3K
350
+58%
增持
—
MEDTRONIC PLC SHS
+$7.1K
137
+234%
建仓
DGX
QUEST DIAGNOSTICS INC COM
+$7.1K
58
建仓
CDW
CDW CORP COM
+$7.1K
35
建仓
AES
AES CORP COM
+$7.1K
464
增持
APD
AIR PRODS & CHEMS INC COM
+$7.0K
48
+118%
增持
UNP
UNION PAC CORP COM
+$6.9K
51
+200%
增持
V
VISA INC COM CL A
+$6.4K
97
+45%
建仓
CNXC
CONCENTRIX CORP COM
+$6.3K
79
增持
BBY
BEST BUY INC COM
+$6.1K
93
+2225%
增持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$6.1K
3,424
+1%
建仓
POOL
POOL CORP COM
+$6.1K
17
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$6.0K
1,409
+1%
增持
A
AGILENT TECHNOLOGIES INC COM
+$6.0K
60
+900%
建仓
—
NAVIOS MARITIME HOLDINGS INC COM
+$5.9K
2,968
增持
MDLZ
MONDELEZ INTL INC CL A
+$5.9K
407
+33%
建仓
MRNA
MODERNA INC COM
+$5.6K
54
增持
LHX
L3HARRIS TECHNOLOGIES INC COM
+$5.6K
42
+367%
建仓
—
SELECT MED HLDGS CORP COM
+$5.3K
209
清仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$5.0K
0
-100%
增持
HON
HONEYWELL INTL INC COM
+$4.8K
97
+54%
建仓
DXJ
WISDOMTREE JAPAN HEDGED EQUITY FUND
+$4.4K
50
增持
CVX
Chevron Corp New/Com
+$4.2K
339
+1%
增持
NEE
NEXTERA ENERGY INC COM
+$4.0K
324
+65%
建仓
UTZ
UTZ BRANDS INC COM CL A
+$3.8K
280
增持
JPM
JP Morgan Chase & Co/Com
+$3.7K
7,040
+1%
增持
ABT
Abbott Labs Com/Inv
+$3.7K
289
+30%
建仓
NULG
NUVEEN ESG LARGE-CAP GROWTH ETF
+$3.4K
57
减持
HERO
GLOBAL X VIDEO GAMES & ESPORTS ETF
-$3.4K
574
-17%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$3.4K
0
-100%
增持
ARKQ
ARK Autonomous Technology & Robotics ETF
+$3.3K
6,697
+8%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$3.0K
62
+158%
建仓
KHC
KRAFT HEINZ CO COM
+$3.0K
89
建仓
LUV
SOUTHWEST AIRLS CO COM
+$2.8K
102
增持
ESGG
FLEXSHARES STOXX GLOBAL ESG SELECT INDEX FUND
-$2.2K
447
+0%
建仓
BCYC
BICYCLE THERAPEUTICS PLC SPONSORED ADS
+$2.2K
110
建仓
POWR
ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF
+$2.1K
81
建仓
ENPH
ENPHASE ENERGY INC COM
+$2.0K
17
清仓
VTV
VANGUARD VALUE ETF
-$1.8K
0
-100%
增持
JMST
JP Morgan Ultra-Short Muni ETF
+$1.7K
65,845
+0%
建仓
CALX
CALIX INC COM
+$1.7K
37
增持
COIN
COINBASE GLOBAL INC COM CL A
+$1.6K
88
+26%
减持
BKCH
Global X Blockchain ETF
-$1.6K
76
-30%
增持
SNSR
Global X Internet of Things ETF
-$1.6K
15,329
+13%
增持
F
FORD MTR CO COM
-$1.5K
598
+1%
增持
BAC
BANK AMERICA CORP COM
-$1.4K
1,281
+1%
增持
VTI
Vanguard Total Stock Market ETF
+$1.4K
2,619
+4%
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$1.4K
20
增持
PYPL
PAYPAL HLDGS INC COM
-$1.3K
220
+4%
减持
PAVE
Global X U.S. Infrastructure Development ETF
-$1.2K
268
-10%
建仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$984
6
增持
TQQQ
PROSHARES ULTRAPRO QQQ
-$786
151
+1%
