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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 20
增持 67
减持 47
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$8.8M
175,687
+1%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$5.6M
444,430
+33%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$3.4M
39,744
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。
+35%
增持
MSFT
Microsoft Corp Com
+$3.0M
23,443
+2%
增持
IEFA
iShares Core MSCI EAFE ETF
+$2.9M
153,764
+17%
增持
VOO
Vanguard S&P 500 ETF
+$2.2M
35,121
+2%
增持
META
META PLATFORMS INC CL A
+$2.2M
13,378
+0%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$1.7M
363,166
+19%
减持
AAPL
Apple Inc Com/Inv
-$1.5M
62,418
-3%
减持
VONV
Vanguard Russell 1000 Value ETF
-$1.5M
98,215
-18%
减持
QQQ
Invesco QQQ Trust
-$1.4M
7,258
-36%
增持
AMZN
AMAZON COM INC COM
+$1.3M
40,056
+1%
减持
ORCL
Oracle Corp Com
+$1.2M
15,704
-1%
增持
BITB
Bitwise Bitcoin ETF Trust
+$1.2M
75,581
+5%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
7,545
-0%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$1.2M
238,126
+27%
增持
PANW
PALO ALTO NETWORKS INC COM
+$981.9K
28,783
+0%
增持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$899.0K
104,144
+5%
减持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
-$807.4K
120,089
-12%
增持
JPM
JP Morgan Chase & Co/Com
+$796.3K
14,578
+4%
减持
TSLA
TESLA INC COM
+$784.8K
17,464
-5%
增持
JAAA
Janus Henderson AAA CLO ETF
+$703.0K
507,322
+3%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$608.2K
10,411
-2%
减持
DLR
DIGITAL RLTY TR INC COM
+$558.6K
20,051
-2%
减持
IWF
iShares Russell 1000 Growth ETF
-$522.6K
3,989
-35%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$496.6K
23,213
-0%
增持
VEA
Vanguard FTSE Developed Mkts ETF
+$463.9K
62,821
+2%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$433.3K
5,993
-8%
增持
COST
Costco Whsl Corp/N
+$432.5K
7,584
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$428.2K
19,038
+1%
增持
—
EATON CORP PLC SHS
+$397.1K
4,602
+0%
增持
GLD
SPDR Gold Shares ETF
+$368.1K
9,058
+9%
增持
NFLX
NETFLIX INC COM
+$338.7K
762
+4%
减持
FTV
FORTIVE CORP COM
-$295.7K
13,732
-1%
增持
BLK
BLACKROCK INC COM
+$290.0K
2,368
+2%
减持
AXP
American Express Co/Com
+$287.6K
5,835
-0%
增持
VTI
Vanguard Total Stock Market ETF
+$253.0K
5,052
+8%
减持
DIS
DISNEY WALT CO COM
+$249.0K
9,969
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$244.1K
2,325
+9%
建仓
RAL
RALLIANT CORP COM
+$242.4K
4,576
增持
PCOR
PROCORE TECHNOLOGIES INC COM
+$235.5K
3,490
+6880%
减持
IRM
IRON MTN INC DEL COM
+$216.7K
16,611
-4%
增持
ETHW
Bitwise Ethereum ETF
+$208.0K
35,182
+8%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$194.7K
3,425
+1270%
减持
JMST
JP Morgan Ultra-Short Muni ETF
-$186.7K
59,051
-6%
减持
ARKQ
ARK Autonomous Technology & Robotics ETF
-$166.6K
649
-81%
增持
INTU
INTUIT COM
+$164.2K
907
+1%
增持
NOW
SERVICENOW INC COM
+$153.3K
623
+2%
增持
IAU
iShares Gold Trust ETF
+$152.3K
41,232
+0%
减持
CLIP
Global X 1-3 Month T-Bill ETF
-$143.5K
67,149
-2%
增持
AVGO
BROADCOM INC COM
+$128.5K
674
+98%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$126.8K
10,295
+1%
增持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$126.4K
6,741
+124%
增持
AMGN
AMGEN INC COM
-$124.8K
4,102
+1%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$115.8K
0
-100%
减持
BA
BOEING CO COM
+$115.6K
3,066
-1%
减持
WFC
WELLS FARGO CO NEW COM
+$110.4K
13,756
-0%
减持
VRT
VERTIV HOLDINGS CO COM CL A
+$106.2K
2,725
-19%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$102.5K
4,635
-0%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$89.7K
351
+72%
增持
MRK
MERCK & CO INC COM
-$84.5K
10,600
+3%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$81.5K
321
-65%
减持
WAT
WATERS CORP COM
-$78.9K
4,000
-0%
增持
NKE
NIKE INC CL B
+$76.9K
9,242
+1%
减持
VB
Vanguard Small Cap ETF
+$76.6K
6,830
-2%
建仓
HVT
HAVERTY FURNITURE COS INC COM
+$75.3K
3,700
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$75.1K
317
+3422%
增持
SBUX
Starbucks Corp Com/Inv
-$71.4K
11,583
+0%
增持
QCOM
QUALCOMM INC COM
+$69.1K
11,187
+0%
建仓
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$67.9K
2,325
建仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$64.5K
985
减持
DHR
DANAHER CORPORATION COM
-$60.0K
7,360
-0%
增持
MCD
MCDONALDS CORP COM
-$59.1K
3,090
+0%
清仓
DIVI
FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND
-$57.7K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$57.6K
547
+2635%
清仓
SPMO
INVESCO S&P 500 MOMENTUM ETF
-$55.5K
0
-100%
增持
—
GLOBAL SHIP LEASE INC NEW COM CL A
+$54.4K
9,450
+11%
减持
PG
Procter and Gamble Co Com
-$50.4K
3,047
-3%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$47.8K
379
-45%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$45.8K
221
+1%
减持
FCX
FREEPORT-MCMORAN INC CL B
+$43.9K
8,591
-1%
建仓
—
2X SOLANA ETF
+$42.6K
2,600
增持
SCHW
SCHWAB CHARLES CORP COM
+$41.1K
3,091
+0%
减持
CVX
Chevron Corp New/Com
-$40.7K
584
-21%
减持
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$40.0K
6,240
-9%
增持
VZ
Verizon Communications Inc/Com
-$39.7K
20,384
+0%
增持
V
VISA INC COM CL A
+$39.5K
350
+45%
增持
UTES
VIRTUS REAVES UTILITIES ETF
+$39.1K
2,380
+9%
减持
AOR
ISHARES CORE 60/40 BALANCED ALLOCATION ETF
-$38.2K
444
-61%
增持
WMT
WALMART INC COM
+$38.2K
1,228
+32%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$36.4K
989
+83%
建仓
DBEF
XTRACKERS MSCI EAFE HEDGED EQUITY ETF
+$35.4K
809
减持
TTD
THE TRADE DESK INC COM CL A
+$33.8K
2,088
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$32.7K
490
+21%
建仓
TZA
DIREXION DAILY SMALL CAP BEAR 3X SHARES
+$32.0K
2,700
清仓
GXDW
Global X Thematic Growth ETF
-$31.1K
0
-100%
清仓
FXY
INVESCO CURRENCYSHARES JAPANESE YEN TRUST
-$30.8K
0
-100%
增持
MELI
MERCADOLIBRE INC COM
+$30.7K
14
+367%
减持
SPY
SPDR S&P 500 ETF TRUST
-$30.4K
678
-16%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$29.7K
4,865
-0%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$29.3K
36,126
-0%
建仓
EGY
VAALCO ENERGY INC COM NEW
+$28.9K
8,000
清仓
SPXL
DIREXION DAILY S&P 500 BULL 3X SHARES
-$28.1K
0
-100%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$28.0K
3,486
+0%
增持
KLAC
KLA CORP COM NEW
+$27.3K
101
+9%
清仓
EWW
ISHARES MSCI MEXICO ETF
-$27.1K
0
-100%
清仓
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
-$26.5K
0
-100%
建仓
VOYG
VOYAGER TECHNOLOGIES INC COM CL A
+$26.3K
670
建仓
SLV
ISHARES SILVER TRUST
+$26.2K
800
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$25.9K
300
清仓
EFNL
ISHARES MSCI FINLAND ETF
-$25.7K
0
-100%
清仓
VOOV
VANGUARD S&P 500 VALUE ETF
-$25.6K
0
-100%
清仓
CWB
SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
-$25.4K
0
-100%
建仓
IUS
INVESCO RAFI STRATEGIC US ETF
+$25.4K
493
建仓
NUVB
NUVATION BIO INC COM CL A
+$25.4K
13,000
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$25.3K
1,031
-18%
建仓
CPER
UNITED STATES COPPER INDEX FUND
+$25.3K
800
增持
BABA
Alibaba Grp Hldg LTD Sponsrd ADS
+$25.3K
625
+81%
增持
XLE
Energy Select Sector Spdr Fund
+$25.0K
351
+588%
建仓
MP
MP MATERIALS CORP COM CL A
+$25.0K
750
清仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$24.9K
0
-100%
增持
—
Exxon Mobile Corp/Com
+$24.7K
674
+67%
增持
KO
Coca Cola Co/Com
+$24.6K
11,218
+4%
减持
SNSR
Global X Internet of Things ETF
-$24.1K
71
-91%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$23.9K
3,473
-6%
清仓
—
PROSHARES ULTRASHORT ENERGY
-$23.7K
0
-100%
减持
NUE
NUCOR CORP COM
+$22.7K
3,438
-2%
减持
COIN
COINBASE GLOBAL INC COM CL A
+$22.7K
137
-7%
建仓
MOO
VANECK AGRIBUSINESS ETF
+$22.1K
300
建仓
METD
DIREXION DAILY META BEAR 1X SHARES
+$22.0K
1,500
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$21.4K
927
+3%
增持
GE
General Electric Co/Com
+$21.2K
244
+17%
增持
GEV
GE VERNOVA INC COM
+$21.2K
70
+35%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$21.1K
0
-100%
建仓
HVT/A
HAVERTY FURNITURE COS INC CL A
+$21.0K
1,050
增持
SCZ
iShares MSCI EAFE SmCap ETF
+$19.9K
2,000
+1%
建仓
EWP
ISHARES MSCI SPAIN ETF
+$19.8K
450
增持
AMT
AMERICAN TOWER CORP NEW COM
+$19.8K
3,518
+1%
清仓
SIL
GLOBAL X SILVER MINERS ETF
-$19.7K
0
-100%
增持
NTES
NETEASE INC SPONSORED ADS
+$19.7K
547
+4%
减持
XLF
Financial Select Sector SPDR Fd
-$19.3K
392
-51%
减持
BAC
BANK AMERICA CORP COM
-$18.9K
621
-46%
增持
VWO
Vanguard FTSE EmgMkts ETF
+$18.7K
449
+483%
建仓
EWA
ISHARES MSCI AUSTRALIA ETF
+$18.4K
700
清仓
PPLT
ABRDN PHYSICAL PLATINUM SHARES ETF
-$18.3K
0
-100%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$18.1K
642
-36%
减持
MMM
3M Co Com/Inv
+$18.1K
3,439
-0%
增持
IBM
International Business Machs/Com
+$17.8K
111
+85%
减持
UNP
UNION PAC CORP COM
-$17.7K
43
-63%
增持
NVS
Novartis A G/S
+$17.4K
290
+82%