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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 83
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMorgan Ultra-Short Income ETF
+$3.8M
312,332
+32%
增持
AAPL
Apple Inc Com/Inv
+$2.8M
65,053
+3%
建仓
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$2.7M
52,928
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
TSLA
TESLA INC COM
+$2.5M
18,947
+165%
减持
CLIP
Global X 1-3 Month T-Bill ETF
-$2.1M
61,150
-81%
增持
NVDA
NVIDIA CORPORATION COM
+$2.1M
168,140
+714%
增持
VOO
Vanguard S&P 500 ETF
+$1.4M
32,042
+5%
增持
IWF
iShares Russell 1000 Growth ETF
+$1.4M
5,950
+168%
增持
COST
Costco Whsl Corp/N
+$1.2M
7,238
+8%
增持
QQQ
Invesco QQQ Trust
+$1.1M
16,773
+7%
减持
INTC
Intel Corp Com/Inv
-$1.0M
62
-100%
增持
MSFT
Microsoft Corp Com
+$907.7K
22,600
+3%
增持
PANW
PALO ALTO NETWORKS INC COM
+$793.0K
14,444
+0%
增持
META
META PLATFORMS INC CL A
+$651.0K
13,199
+7%
减持
GXDW
Global X Thematic Growth ETF
-$650.7K
1,769
-94%
增持
AMZN
AMAZON COM INC COM
+$650.3K
39,425
+2%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$624.9K
200,939
+17%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$605.7K
18,741
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$588.9K
18,750
+0%
增持
DLR
DIGITAL RLTY TR INC COM
+$565.4K
21,795
+14%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$564.6K
6,812
+6%
减持
VB
Vanguard Small Cap ETF
-$537.7K
8,644
-18%
增持
GM
GENERAL MTRS CO COM
+$528.6K
11,422
+24730%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$446.0K
15,473
-22%
增持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$440.0K
87,052
+6%
减持
F
FORD MTR CO COM
-$439.2K
53,891
-36%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$436.8K
507
-91%
减持
SNSR
Global X Internet of Things ETF
-$362.6K
6,635
-60%
减持
CVS
CVS HEALTH CORP COM
-$342.4K
7,167
-25%
减持
BDX
Becton Dickinson & Co/Com
-$339.9K
31
-98%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$337.3K
13,777
-24%
增持
QCOM
QUALCOMM INC COM
+$327.8K
10,132
+1%
增持
BITB
Bitwise Bitcoin ETF Trust
-$301.5K
63,508
+3%
增持
VTV
VANGUARD VALUE ETF
+$285.5K
3,661
+98%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$277.2K
9,219
+12%
减持
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill
-$266.6K
1,495
-66%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$264.9K
7,516
+0%
减持
DIS
DISNEY WALT CO COM
-$238.7K
9,839
-1%
增持
ORCL
Oracle Corp Com
+$236.2K
13,656
+1%
增持
JMST
JP Morgan Ultra-Short Muni ETF
+$230.9K
88,642
+5%
增持
HD
HOME DEPOT INC COM
-$213.5K
5,928
+1%
增持
NOW
SERVICENOW INC COM
+$188.5K
510
+83%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$167.2K
898
+94%
增持
FTV
FORTIVE CORP COM
-$162.7K
13,676
+0%
减持
SBUX
Starbucks Corp Com/Inv
-$160.4K
11,506
-0%
建仓
REXR
REXFORD INDL RLTY INC COM
+$157.3K
3,527
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$155.9K
3,325
+236%
减持
IRM
IRON MTN INC DEL COM
+$154.7K
18,530
-1%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$150.1K
6,302
+5%
增持
VTI
Vanguard Total Stock Market ETF
+$144.5K
4,866
+9%
增持
NUE
NUCOR CORP COM
-$136.0K
3,421
+0%
增持
NVO
NOVO-NORDISK A S ADR
+$122.4K
2,457
+38%
减持
CDL
VictoryShares US Large Cap High Dividend Volatility WTD ETF
-$119.6K
2,155
-47%
增持
AMGN
AMGEN INC COM
+$114.1K
4,043
+0%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$108.5K
4,637
+0%
增持
BLK
BLACKROCK INC COM
-$106.1K
2,306
+0%
增持
IEFA
iShares Core MSCI EAFE ETF
+$104.0K
118,827
+3%
增持
VEA
Vanguard FTSE Developed Mkts ETF
+$99.3K
45,968
+6%
增持
SO
SOUTHERN CO COM
+$89.0K
15,179
+0%
增持
IAU
iShares Gold Trust ETF
+$79.5K
33,900
+1%
增持
MCD
MCDONALDS CORP COM
-$76.7K
3,095
+1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$75.6K
256
-75%
清仓
WDS
WOODSIDE ENERGY GROUP LTD SPONSORED ADR
-$72.2K
0
-100%
增持
JPM
JP Morgan Chase & Co/Com
+$69.7K
7,509
+4%
减持
JAAA
Janus Henderson AAA CLO ETF
-$69.6K
292,156
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$68.4K
80
-91%
减持
GBTC
Grayscale Bitcoin Trust
-$68.2K
5,275
-5%
清仓
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$67.9K
0
-100%
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$66.5K
0
-100%
减持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$65.6K
1,264
-59%
增持
MRK
MERCK & CO INC COM
-$64.8K
10,260
+1%
增持
CI
THE CIGNA GROUP COM
-$60.4K
1,864
+0%
建仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$58.2K
1,853
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$58.1K
397
+396%
增持
NFLX
NETFLIX INC COM
+$57.9K
758
+1%
清仓
NAC
NUVEEN CA QUALTY MUN INCOME FD COM
-$57.6K
0
-100%
减持
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
-$56.8K
13,209
-15%
增持
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
+$52.4K
4,104
+15%
建仓
—
SILA REALTY TRUST INC COMMON STOCK
+$51.9K
2,453
减持
IVV
ISHARES CORE S&P 500 ETF
+$51.0K
2,387
-0%
清仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$50.6K
0
-100%
清仓
MBB
ISHARES MBS ETF
-$50.0K
0
-100%
清仓
SPYV
SPDR PORTFOLIO S&P 500 VALUE ETF
-$49.7K
0
-100%
减持
XLP
Consumer Staples Select Sector SPDR Fd
-$49.2K
230
-74%
增持
PFE
Pfizer Inc Com/Inv
+$44.3K
39,782
+3%
增持
NKE
NIKE INC CL B
-$42.3K
9,124
+17%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$41.0K
0
-100%
增持
MET
METLIFE INC COM
-$40.4K
11,392
+1%
增持
CVX
Chevron Corp New/Com
+$39.2K
664
+62%
增持
WFC
WELLS FARGO CO NEW COM
+$36.8K
13,450
+2%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$36.8K
790
+144%
清仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
-$35.6K
0
-100%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$33.6K
0
-100%
建仓
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
+$32.2K
413
减持
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$32.2K
601
-56%
减持
CRM
SALESFORCE INC COM
-$31.7K
570
-4%
增持
HON
HONEYWELL INTL INC COM
+$30.9K
206
+227%
增持
AVB
AVALONBAY CMNTYS INC COM
+$30.8K
1,315
+1%
减持
HYGH
iShares Interest Rate Hedged High Yield Bond ETF
-$30.8K
473
-43%
增持
KO
Coca Cola Co/Com
+$28.4K
10,772
+0%
增持
BA
BOEING CO COM
-$27.6K
3,044
+1%
减持
ARKQ
ARK Autonomous Technology & Robotics ETF
-$27.1K
6,365
-8%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$27.0K
88
+144%
增持
TXN
Texas Instrs Inc/Com
+$26.8K
700
+11%
增持
—
Exxon Mobile Corp/Com
+$25.8K
352
+177%
增持
TTD
THE TRADE DESK INC COM CL A
+$25.7K
2,232
+1%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$25.6K
0
-100%
增持
PG
Procter and Gamble Co Com
+$25.3K
3,139
+3%
增持
RTX
United Technologies Corp/Com
+$25.1K
331
+299%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$24.2K
3,452
+0%
减持
XLV
Health Care Select Sector SPDR ETF
-$23.8K
7
-96%
增持
AXP
American Express Co/Com
+$23.6K
5,810
+0%
增持
IBB
iShares Biotechnology ETF
+$22.2K
311
+109%
减持
GLD
SPDR Gold Shares ETF
+$21.9K
9,797
-3%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$21.4K
8,605
+2%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$20.9K
225
-41%
清仓
VO
VANGUARD MID-CAP ETF
-$20.1K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW COM
-$19.8K
4,860
+0%
减持
ARWR
ARROWHEAD PHARMACEUTICALS INC COM
-$18.6K
1
-100%
增持
SHEL
SHELL PLC SPON ADS
+$18.5K
2,195
+5%
减持
SNOW
SNOWFLAKE INC CL A
-$17.9K
98
-49%
减持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$17.9K
32
-49%
增持
LLY
ELI LILLY & CO COM
+$16.4K
31
+107%
增持
BAC
BANK AMERICA CORP COM
+$16.3K
575
+234%
增持
EMR
EMERSON ELEC CO COM
-$16.0K
5,109
+0%
增持
GILD
GILEAD SCIENCES INC COM
-$15.5K
3,457
+0%
建仓
IBN
ICICI BANK LIMITED ADR
+$15.2K
529
增持
PEP
PEPSICO INC COM
+$14.7K
167
+126%
清仓
XLE
Energy Select Sector Spdr Fund
-$14.6K
0
-100%
清仓
—
SHOCKWAVE MED INC COM
-$14.3K
0
-100%
清仓
—
KELLANOVA COM
-$14.0K
0
-100%
增持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
+$13.5K
425
+60%
减持
RWR
SPDR DOW JONES REIT ETF
-$13.5K
1
-99%
增持
VONV
Vanguard Russell 1000 Value ETF
-$13.4K
159,716
+3%
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$13.2K
339
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$13.0K
20
-85%
增持
MU
MICRON TECHNOLOGY INC COM
+$13.0K
215
+65%
建仓
HDB
HDFC BANK LTD SPONSORED ADS
+$12.7K
198
减持
NFRA
FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND
-$12.7K
177
-56%
清仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
-$12.7K
0
-100%
清仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$12.5K
0
-100%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$12.4K
679
+8%
减持
—
MEDTRONIC PLC SHS
-$12.1K
493
-16%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
-$12.0K
52
-56%
减持
NET
CLOUDFLARE INC CL A COM
-$12.0K
1
-99%
增持
GD
GENERAL DYNAMICS CORP COM
+$11.9K
47
+683%
建仓
PDD
PDD HOLDINGS INC SPONSORED ADS
+$11.8K
89
增持
AVGO
BROADCOM INC COM
+$11.7K
18
+38%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$11.6K
272
增持
MMM
3M Co Com/Inv
-$11.5K
3,367
+0%