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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 78
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JPST
JPMorgan Ultra-Short Income ETF
+$8.0M
467,829
+50%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$2.6M
39,820
+1098%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$2.6M
304,459
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。
+52%
增持
JAAA
Janus Henderson AAA CLO ETF
+$2.6M
342,999
+17%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$2.1M
89,629
+69%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.9M
15,422
+145%
减持
AAPL
Apple Inc Com/Inv
+$1.3M
64,330
-1%
增持
JPM
JP Morgan Chase & Co/Com
+$1.2M
13,074
+74%
减持
VONV
Vanguard Russell 1000 Value ETF
+$1.0M
159,289
-0%
增持
IEFA
iShares Core MSCI EAFE ETF
+$1.0M
123,831
+4%
增持
VOO
Vanguard S&P 500 ETF
+$952.8K
32,175
+0%
增持
META
META PLATFORMS INC CL A
+$941.7K
13,271
+1%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$793.7K
7,591
-51%
增持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$783.1K
94,809
+9%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$736.3K
9,748
+6%
减持
TSLA
TESLA INC COM
+$734.3K
17,137
-10%
减持
JMST
JP Morgan Ultra-Short Muni ETF
-$702.8K
74,507
-16%
增持
COST
Costco Whsl Corp/N
+$623.3K
7,642
+6%
增持
IWF
iShares Russell 1000 Growth ETF
+$570.8K
7,298
+23%
减持
IRM
IRON MTN INC DEL COM
+$524.3K
18,387
-1%
增持
BLK
BLACKROCK INC COM
+$400.6K
2,334
+1%
减持
ORCL
Oracle Corp Com
+$398.4K
13,654
-0%
增持
QQQ
Invesco QQQ Trust
+$368.1K
17,219
+3%
增持
HD
HOME DEPOT INC COM
+$364.5K
5,936
+0%
减持
VTV
VANGUARD VALUE ETF
-$342.0K
1,405
-62%
增持
MSFT
Microsoft Corp Com
-$332.8K
22,701
+0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$327.6K
7,528
+0%
建仓
ETHW
Bitwise Ethereum ETF
+$318.1K
17,084
增持
BITB
Bitwise Bitcoin ETF Trust
+$311.6K
69,029
+9%
增持
QCOM
QUALCOMM INC COM
-$290.7K
10,158
+0%
减持
AMZN
AMAZON COM INC COM
-$289.6K
39,335
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$284.3K
18,870
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$282.7K
18,879
+1%
减持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$240.3K
10,200
-0%
增持
DLR
DIGITAL RLTY TR INC COM
+$238.1K
21,949
+1%
增持
AXP
American Express Co/Com
+$233.9K
5,823
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$229.4K
3,486
+17%
减持
SBUX
Starbucks Corp Com/Inv
+$223.2K
11,478
-0%
增持
DHR
DANAHER CORPORATION COM
+$214.3K
7,384
+0%
减持
CLIP
Global X 1-3 Month T-Bill ETF
-$201.5K
59,127
-3%
增持
NVDA
NVIDIA CORPORATION COM
+$200.0K
172,694
+3%
增持
SO
SOUTHERN CO COM
+$192.9K
15,195
+0%
减持
IAU
iShares Gold Trust ETF
+$188.4K
33,756
-0%
减持
F
FORD MTR CO COM
-$182.4K
46,723
-13%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$166.7K
6,980
+2%
减持
SNSR
Global X Internet of Things ETF
-$165.2K
2,101
-68%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$155.6K
1,040
减持
MCD
MCDONALDS CORP COM
+$148.6K
3,078
-1%
减持
VEA
Vanguard FTSE Developed Mkts ETF
+$142.1K
45,708
-1%
减持
MET
METLIFE INC COM
+$136.5K
11,349
-0%
增持
NKE
NIKE INC CL B
+$135.2K
9,308
+2%
减持
GBTC
Grayscale Bitcoin Trust
-$133.7K
2,914
-45%
减持
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$130.9K
11,252
-18%
减持
GLD
SPDR Gold Shares ETF
+$120.5K
9,162
-6%
增持
CRM
SALESFORCE INC COM
+$118.5K
968
+70%
增持
MMM
3M Co Com/Inv
+$117.8K
3,379
+0%
减持
CDL
VictoryShares US Large Cap High Dividend Volatility WTD ETF
-$116.9K
216
-90%
增持
VTI
Vanguard Total Stock Market ETF
+$107.6K
4,977
+2%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$99.4K
539
-75%
减持
BA
BOEING CO COM
-$95.6K
3,015
-1%
减持
VB
Vanguard Small Cap ETF
-$94.9K
7,545
-13%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$94.8K
943
+138%
增持
MRK
MERCK & CO INC COM
-$91.6K
10,379
+1%
增持
NOW
SERVICENOW INC COM
+$88.9K
548
+7%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$84.6K
4,865
+0%
减持
KO
Coca Cola Co/Com
+$81.1K
10,669
-1%
增持
VZ
Verizon Communications Inc/Com
+$80.5K
20,390
+1%
减持
—
EATON CORP PLC SHS
+$72.6K
4,569
-1%
减持
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill
-$72.6K
704
-53%
增持
ARKQ
ARK Autonomous Technology & Robotics ETF
+$69.9K
6,903
+8%
减持
SPY
SPDR S&P 500 ETF TRUST
-$67.2K
327
-30%
增持
FTV
FORTIVE CORP COM
+$66.3K
13,679
+0%
减持
NVO
NOVO-NORDISK A S ADR
-$65.8K
2,393
-3%
增持
PFE
Pfizer Inc Com/Inv
+$61.9K
40,601
+2%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$59.7K
3,457
+0%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$58.2K
0
-100%
增持
KLAC
KLA CORP COM NEW
+$58.1K
78
+2500%
减持
MUB
iShares National Muni Bond ETF
-$57.8K
1,700
-25%
减持
IVV
ISHARES CORE S&P 500 ETF
+$54.7K
2,360
-1%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$54.2K
69
+3350%
增持
GILD
GILEAD SCIENCES INC COM
+$53.6K
3,468
+0%
清仓
—
SILA REALTY TRUST INC COMMON STOCK
-$51.9K
0
-100%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$51.8K
10,109
+0%
增持
CI
THE CIGNA GROUP COM
+$48.6K
1,919
+3%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$46.6K
998
清仓
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
-$45.9K
0
-100%
增持
XLU
Utilities Select Sector SPDR ETF
+$44.9K
1,907
+19%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$44.5K
63
-87%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$43.0K
670
+162%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$40.5K
0
-100%
增持
AMGN
AMGEN INC COM
+$40.2K
4,045
+0%
增持
WFC
WELLS FARGO CO NEW COM
-$37.2K
13,481
+0%
减持
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
-$37.2K
11,411
-14%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$33.8K
118
-62%
建仓
DBND
DOUBLELINE OPPORTUNISTIC BOND ETF
+$32.9K
694
增持
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
+$32.7K
400
+1043%
增持
BABA
Alibaba Grp Hldg LTD Sponsrd ADS
+$31.1K
343
+370%
清仓
BKLN
INVESCO SENIOR LOAN ETF
-$30.5K
0
-100%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$30.5K
471
增持
V
VISA INC COM CL A
+$30.1K
197
+114%
建仓
INDA
ISHARES MSCI INDIA ETF
+$29.3K
500
增持
DIS
DISNEY WALT CO COM
-$27.2K
9,874
+0%
建仓
VWOB
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
+$26.5K
399
增持
RTX
United Technologies Corp/Com
+$26.3K
491
+48%
建仓
XLE
Energy Select Sector Spdr Fund
+$25.5K
290
增持
AVB
AVALONBAY CMNTYS INC COM
+$25.3K
1,320
+0%
减持
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
-$25.1K
3,843
-6%
增持
NUE
NUCOR CORP COM
-$24.5K
3,434
+0%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$24.3K
0
-100%
减持
TTD
THE TRADE DESK INC COM CL A
+$24.3K
2,210
-1%
清仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
-$24.1K
0
-100%
建仓
—
GRAYSCALE BITCOIN MINI TRUST (BTC)
+$23.6K
4,194
增持
DVY
iShares Select Dividend ETF
+$23.3K
1,507
+1%
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$23.0K
466
-41%
减持
PG
Procter and Gamble Co Com
+$22.4K
3,119
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$22.3K
59
+436%
增持
ADBE
ADOBE INC COM
+$22.2K
73
+161%
清仓
VT
VANGUARD TOTAL WORLD STOCK ETF
-$22.0K
0
-100%
减持
CVX
Chevron Corp New/Com
-$21.5K
559
-16%
减持
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$21.1K
160
-62%
增持
NEM
NEWMONT CORP COM
+$20.4K
590
+122%
减持
NFLX
NETFLIX INC COM
-$20.0K
693
-9%
建仓
GDX
VANECK GOLD MINERS ETF
+$19.9K
500
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$19.6K
0
-100%
增持
FDX
FEDEX CORP COM
+$18.9K
114
+178%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$18.3K
84
+546%
建仓
IDX
VANECK INDONESIA INDEX ETF
+$18.1K
1,000
建仓
RMD
RESMED INC COM
+$17.3K
71
建仓
SMIN
ISHARES MSCI INDIA SMALL CAP ETF
+$17.2K
200
增持
LOW
Lowes Cos Inc/Com
+$17.2K
83
+246%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TRUST
-$17.1K
0
-100%
建仓
RYAAY
RYANAIR HOLDINGS PLC SPONSORED ADR
+$16.9K
375
减持
PANW
PALO ALTO NETWORKS INC COM
+$16.7K
14,375
-0%
增持
MDLZ
MONDELEZ INTL INC CL A
+$16.3K
510
+57%
增持
TXN
Texas Instrs Inc/Com
+$16.3K
738
+5%
增持
AVGO
BROADCOM INC COM
+$15.8K
259
+1339%
减持
XSOE
WisdomTree EmgMkts Ex-Stat ETF
-$15.2K
1,851
-26%
增持
KVUE
KENVUE INC COM
+$15.2K
673
+2959%
增持
SYK
STRYKER CORPORATION COM
+$15.0K
48
+586%
增持
NSC
NORFOLK SOUTHN CORP COM
+$14.9K
102
+113%
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$14.8K
118
增持
WAB
WABTEC COM
+$14.4K
81
+3950%
增持
—
Exxon Mobile Corp/Com
+$13.9K
464
+32%
减持
XLP
Consumer Staples Select Sector SPDR Fd
-$13.8K
46
-80%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$13.6K
38
+111%
增持
INFY
INFOSYS LTD SPONSORED ADR
+$13.5K
913
+150%
增持
PBR
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
+$13.5K
1,103
+573%
清仓
IYH
ISHARES U.S. HEALTHCARE ETF
-$13.5K
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$13.2K
100
-43%
增持
JD
JD Com Inc Spon ADR Cl A
+$13.0K
366
+472%
