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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 150 项建仓 29增持 70减持 41清仓 10

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA CORPORATION COM

+$8.4M

20,656 +0%

增持

JAAA Janus Henderson AAA CLO ETF

+$7.7M

294,334 +105%

增持

VONV Vanguard Russell 1000 Value ETF

+$4.2M

155,682

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

VOO Vanguard S&P 500 ETF

+$3.4M

30,380 +19%

建仓

BITB Bitwise Bitcoin ETF Trust

+$2.4M

61,421

增持

QQQ Invesco QQQ Trust

+$2.0M

15,692 +29%

减持

CLIP Global X 1-3 Month T-Bill ETF

-$1.8M

330,115 -18%

增持

JPST JPMorgan Ultra-Short Income ETF

+$1.5M

236,291 +14%

增持

AMZN AMAZON COM INC COM

+$1.3M

38,633 +4%

增持

GOVT iShares U.S. Treasury Bond ETF

+$1.3M

171,731 +54%

增持

MSFT Microsoft Corp Com

+$1.3M

21,851 +4%

减持

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF

-$1.3M

19,902 -39%

增持

IEFA iShares Core MSCI EAFE ETF

+$1.2M

114,896 +11%

减持

GBTC Grayscale Bitcoin Trust

-$873.7K

5,525 -84%

增持

AAPL Apple Inc Com/Inv

-$768.4K

63,318 +5%

建仓

IWF iShares Russell 1000 Growth ETF

+$749.0K

2,222

增持

COST Costco Whsl Corp/N

+$733.6K

6,699 +6%

增持

JMST JP Morgan Ultra-Short Muni ETF

+$619.0K

84,100 +17%

减持

GXDW Global X Thematic Growth ETF

-$545.3K

28,602 -43%

增持

TSLA TESLA INC COM

-$411.4K

7,150 +6%

增持

VGT VANGUARD INFORMATION TECHNOLOGY ETF

+$389.7K

6,414 +4%

增持

VB Vanguard Small Cap ETF

+$387.5K

10,598 +11%

减持

CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF

-$339.5K

18,210 -21%

增持

DLR DIGITAL RLTY TR INC COM

+$337.5K

19,082 +7%

增持

— EATON CORP PLC SHS

+$336.7K

4,595 +1%

增持

DIS DISNEY WALT CO COM

+$330.7K

9,935 +1%

增持

IEMG iShares Core MSCI Emerging Mkts ETF

+$310.3K

81,782 +6%

增持

QQQM INVESCO NASDAQ 100 ETF

+$278.2K

5,978 +24%

增持

F FORD MTR CO COM

+$276.9K

83,958 +22%

增持

ORCL Oracle Corp Com

+$274.0K

13,471 +0%

减持

BILS SPDR Bloomberg 3-12 Month T-Bill ETF

-$266.4K

3,575 -43%

增持

GOOG ALPHABET INC CAP STK CL C

+$248.7K

18,720 +1%

减持

IHI ISHARES U.S. MEDICAL DEVICES ETF

-$244.2K

1,159 -80%

增持

JPM JP Morgan Chase & Co/Com

+$243.7K

7,235 +2%

增持

AXP American Express Co/Com

+$239.5K

5,805 +0%

减持

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

-$233.9K

15 -99%

减持

QCOM QUALCOMM INC COM

+$222.4K

9,984 -2%

增持

GOOGL ALPHABET INC CAP STK CL A

+$211.9K

18,605 +0%

减持

— KELLANOVA COM

-$201.1K

245 -94%

减持

VTEB Vanguard Tax-Exempt Bond ETF

-$198.8K

36,562 -9%

减持

CDL VictoryShares US Large Cap High Dividend Volatility WTD ETF

-$198.3K

4,041 -47%

减持

HD HOME DEPOT INC COM

+$197.9K

5,876 -1%

增持

NVO NOVO-NORDISK A S ADR

+$186.9K

1,778 +345%

增持

NOW SERVICENOW INC COM

+$186.6K

279 +654%

减持

BRK/B Berkshire Hathaway Inc. Class B

+$173.3K

8,259 -11%

增持

VTI Vanguard Total Stock Market ETF

+$172.2K

4,453 +7%

增持

CMF ISHARES CALIFORNIA MUNI BOND ETF

+$156.5K

7,094 +63%

增持

DHR DANAHER CORPORATION COM

+$145.9K

7,371 +1%

减持

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-$145.5K

5,928 -23%

增持

NFLX NETFLIX INC COM

+$138.7K

747 +15%

减持

IWD ISHARES RUSSELL 1000 VALUE ETF

-$135.2K

1,973 -33%

增持

IVV ISHARES CORE S&P 500 ETF

+$125.6K

2,388 +1%

增持

PANW PALO ALTO NETWORKS INC COM

-$118.4K

14,443 +1%

增持

WFC WELLS FARGO CO NEW COM

+$114.9K

13,146 +0%

减持

GLD SPDR Gold Shares ETF

+$114.0K

10,133 -2%

建仓

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

+$111.5K

3,046

增持

NKE NIKE INC CL B

-$110.5K

7,767 +0%

减持

BIL SPDR Bloomberg Barclays 1-3 Month T-Bill

-$103.5K

4,399 -21%

增持

SPY SPDR S&P 500 ETF TRUST

+$102.7K

467 +57%

清仓

IHF iShares U.S. Healthcare Providers ETF

-$96.4K

0 -100%

增持

ICE INTERCONTINENTAL EXCHANGE INC COM

+$95.7K

10,209 +0%

增持

SNSR Global X Internet of Things ETF

+$95.1K

16,583 +16%

减持

IRM IRON MTN INC DEL COM

+$88.4K

18,776 -7%

减持

EMR EMERSON ELEC CO COM

+$81.9K

5,103 -0%

增持

ARKQ ARK Autonomous Technology & Robotics ETF

+$77.2K

6,905 +33%

增持

AGG ISHARES CORE U.S. AGGREGATE BOND ETF

+$75.1K

1,026 +301%

减持

VEA Vanguard FTSE Developed Mkts ETF

+$74.8K

43,303 -1%

建仓

EFA ISHARES MSCI EAFE ETF

+$74.7K

935

减持

SHV ISHARES SHORT TREASURY BOND ETF

-$71.7K

113 -85%

清仓

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-$70.1K

0 -100%

减持

SPG SIMON PPTY GROUP INC NEW COM

+$66.9K

4,841 -0%

建仓

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

+$66.8K

991

减持

— TILRAY BRANDS INC COM

-$63.7K

4,232 -87%

减持

IAU iShares Gold Trust ETF

+$61.4K

33,557 -3%

增持

BSV VANGUARD SHORT-TERM BOND ETF

+$61.1K

867 +1139%

增持

INTC Intel Corp Com/Inv

-$59.6K

23,594 +8%

增持

PG Procter and Gamble Co Com

+$58.0K

3,034 +2%

增持

NAC NUVEEN CA QUALTY MUN INCOME FD COM

+$57.6K

5,227

建仓

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

+$56.3K

1,372

增持

QUAL ISHARES MSCI USA QUALITY FACTOR ETF

+$55.6K

630 +93%

减持

IJR ISHARES CORE S&P SMALL CAP ETF

-$54.5K

137 -79%

清仓

VOOG Vanguard S&P 500 Growth ETF

-$54.3K

0 -100%

建仓

RDNT RADNET INC COM

+$48.7K

1,000

建仓

XLI INDUSTRIAL SELECT SECTOR SPDR FUND

+$48.4K

384

增持

VV VANGUARD LARGE-CAP ETF

+$47.8K

290 +190%

增持

MBB ISHARES MBS ETF

+$47.2K

541 +1703%

减持

MMM 3M Co Com/Inv

-$45.6K

3,352 -9%

增持

SBUX Starbucks Corp Com/Inv

-$43.5K

11,557 +1%

建仓

SCHX SCHWAB U.S. LARGE-CAP ETF

+$41.0K

660

清仓

XIFR NEXTERA ENERGY PARTNERS LP COM UNIT PART IN

-$39.7K

0 -100%

清仓

— GLOBAL SHIP LEASE INC NEW COM CL A

-$39.3K

0 -100%

增持

VIG VANGUARD DIVIDEND APPRECIATION ETF

+$38.0K

313 +177%

建仓

SOXX ISHARES SEMICONDUCTOR ETF

+$36.6K

162

建仓

BIV VANGUARD INTERMEDIATE-TERM BOND ETF

+$35.6K

472

减持

TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND

-$35.4K

15,511 -9%

增持

CRM SALESFORCE INC COM

+$35.2K

592 +9%

建仓

MDY SPDR S&P MIDCAP 400 ETF TRUST

+$35.1K

增持

VTV VANGUARD VALUE ETF

+$34.7K

1,853 +4%

增持

MCD MCDONALDS CORP COM

-$33.6K

3,069 +1%

减持

TTD THE TRADE DESK INC COM CL A

+$33.3K

2,200 -0%

建仓

XLF Financial Select Sector SPDR Fd

+$30.7K

728

建仓

IWM ISHARES RUSSELL 2000 ETF

+$28.0K

133

增持

SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF

+$27.3K

692 +93%

增持

BND VANGUARD TOTAL BOND MARKET ETF

+$25.9K

463 +341%

增持

SPYV SPDR PORTFOLIO S&P 500 VALUE ETF

+$25.7K

991 +93%

建仓

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

+$25.6K

235

增持

SO SOUTHERN CO COM

+$24.6K

15,172 +0%

清仓

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

-$23.7K

0 -100%

增持

PFE Pfizer Inc Com/Inv

-$22.4K

38,514 +2%

建仓

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

+$22.2K

406

建仓

VT VANGUARD TOTAL WORLD STOCK ETF

+$21.5K

195

建仓

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND

+$21.5K

117

清仓

AOM ISHARES CORE MODERATE ALLOCATION ETF

-$20.8K

0 -100%

建仓

IBB iShares Biotechnology ETF

+$20.5K

149

减持

HYGH iShares Interest Rate Hedged High Yield Bond ETF

-$20.1K

827 -24%

减持

XLP Consumer Staples Select Sector SPDR Fd

-$19.7K

874 -27%

清仓

PAVE Global X U.S. Infrastructure Development ETF

-$19.4K

0 -100%

减持

USFR WISDOMTREE FLOATING RATE TREASURY FUND

-$18.8K

188 -67%

建仓

TIP ISHARES TIPS BOND ETF

+$18.6K

173

增持

TM TOYOTA MOTOR CORP ADS

+$17.5K

149 +37%

减持

AOR ISHARES CORE GROWTH ALLOCATION ETF

-$17.3K

690 -34%

增持

COIN COINBASE GLOBAL INC COM CL A

+$16.1K

125 +28%

增持

WMT WALMART INC COM

+$16.1K

743 +308%

增持

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF

+$16.0K

1,322 +20%

清仓

VNQ VANGUARD REAL ESTATE ETF

-$16.0K

0 -100%

减持

VZ Verizon Communications Inc/Com

+$15.7K

20,160 -8%

建仓

XLE Energy Select Sector Spdr Fund

+$14.6K

155

建仓

— SHOCKWAVE MED INC COM

+$14.3K

建仓

RWR SPDR DOW JONES REIT ETF

+$13.7K

145

建仓

XLC COMMUNICATION SERVICES SELECT SECTOR SPDR FUND

+$12.7K

155

减持

SNOW SNOWFLAKE INC CL A

-$11.6K

193 -10%

建仓

SONO SONOS INC COM

+$11.4K

600

增持

CVX Chevron Corp New/Com

+$11.0K

410 +14%

增持

VO VANGUARD MID-CAP ETF

+$10.5K

80 +95%

增持

FDX FEDEX CORP COM

+$10.3K

39 +875%

增持

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

+$10.0K

246 +413%

建仓

XLB Materials Select Sector SPDR Fd

+$9.4K

101

建仓

MNKD MANNKIND CORP COM NEW

+$9.1K

2,000

减持

CDC VictoryShares US Eq. Income Enhanced Volatility WTD ETF

-$8.8K

9 -95%

减持

JNJ JOHNSON & JOHNSON COM

-$8.6K

103 -35%

减持

HERO GLOBAL X VIDEO GAMES & ESPORTS ETF

-$7.9K

90 -81%

增持

GE General Electric Co/Com

+$7.8K

64 +137%

增持

IWR ISHARES RUSSELL MIDCAP ETF

+$6.7K

324 +23%

减持

ADP AUTOMATIC DATA PROCESSING INC COM

-$6.6K

8 -78%

减持

— MEDTRONIC PLC SHS

-$6.6K

584 -16%

建仓

FLG NEW YORK CMNTY BANCORP INC COM NEW

+$6.4K

2,000

减持

IVOL QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF

-$6.3K

546 -32%

增持

XLU Utilities Select Sector SPDR ETF

+$6.0K

1,636 +2%

清仓

QRVO QORVO INC COM

-$5.6K

0 -100%

建仓

MDB MONGODB INC CL A

+$5.4K