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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 77
减持 40
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp Com
+$6.2M
34,488
+47%
增持
AAPL
Apple Inc Com/Inv
+$3.1M
62,440
+0%
减持
JAAA
Janus Henderson AAA CLO ETF
-$3.0M
448,028
-12%
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
IEFA
iShares Core MSCI EAFE ETF
+$2.9M
179,739
+17%
增持
VOO
Vanguard S&P 500 ETF
+$2.3M
36,302
+3%
增持
TSLA
TESLA INC COM
+$2.2M
17,529
+0%
减持
NVDA
NVIDIA CORPORATION COM
+$1.8M
158,642
-10%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.6M
23,359
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.3M
19,045
+0%
增持
QQQM
INVESCO NASDAQ 100 ETF
+$1.1M
41,094
+3%
增持
ORCL
Oracle Corp Com
+$989.9K
15,728
+0%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$985.4K
376,330
+4%
增持
JPST
JPMorgan Ultra-Short Income ETF
+$905.8K
461,847
+4%
建仓
VTEC
VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
+$904.2K
9,063
建仓
FRDM
Freedom 100 Emerging Markets ETF
+$775.7K
17,507
增持
GS
GOLDMAN SACHS GROUP INC COM
+$692.4K
7,575
+0%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$689.3K
12,752
+272%
减持
COST
Costco Whsl Corp/N
-$627.3K
7,433
-2%
减持
CLIP
Global X 1-3 Month T-Bill ETF
-$606.3K
61,112
-9%
增持
VONV
Vanguard Russell 1000 Value ETF
+$591.5K
100,261
+2%
增持
VTI
Vanguard Total Stock Market ETF
+$554.2K
6,368
+26%
增持
QQQ
Invesco QQQ Trust
+$532.4K
7,556
+4%
增持
BLK
BLACKROCK INC COM
+$516.6K
2,575
+9%
增持
IAU
iShares Gold Trust ETF
+$467.6K
41,759
+1%
减持
GLD
SPDR Gold Shares ETF
+$439.1K
9,003
-1%
增持
ETHW
Bitwise Ethereum ETF
+$436.7K
35,951
+2%
减持
DLR
DIGITAL RLTY TR INC COM
-$418.0K
17,802
-11%
减持
JPM
JP Morgan Chase & Co/Com
+$353.8K
14,520
-0%
增持
GOVT
iShares U.S. Treasury Bond ETF
+$335.8K
251,207
+5%
增持
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
+$324.9K
124,320
+4%
减持
IEMG
iShares Core MSCI Emerging Mkts ETF
+$291.3K
99,258
-5%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$272.7K
6,288
+314%
建仓
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
+$254.0K
3,907
增持
HD
HOME DEPOT INC COM
+$251.7K
6,056
+1%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$246.7K
684
-75%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$245.6K
40,281
+12%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$213.6K
5,610
-6%
增持
VB
Vanguard Small Cap ETF
+$205.2K
7,173
+5%
减持
BITB
Bitwise Bitcoin ETF Trust
+$202.9K
74,432
-2%
增持
VEA
Vanguard FTSE Developed Mkts ETF
+$199.6K
63,102
+0%
建仓
CATY
CATHAY GEN BANCORP COM
+$180.6K
3,761
减持
IRM
IRON MTN INC DEL COM
-$154.4K
15,199
-9%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$154.2K
10,296
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$153.3K
919
+186%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$150.4K
2,765
-40%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$147.4K
2,009
-42%
减持
NFLX
NETFLIX INC COM
-$145.2K
730
-4%
增持
XLF
Financial Select Sector SPDR Fd
+$132.4K
2,838
+624%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$130.9K
4,866
+0%
增持
—
Accenture PLC Ireland/C
+$128.5K
590
+935%
增持
XLU
Utilities Select Sector SPDR ETF
+$126.6K
4,412
+40%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$116.9K
165
-53%
减持
IWF
iShares Russell 1000 Growth ETF
+$113.9K
3,859
-3%
减持
CRM
SALESFORCE INC COM
-$111.7K
657
-33%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$106.0K
3,492
-1%
减持
BRK/B
Berkshire Hathaway Inc. Class B
+$103.3K
10,265
-1%
增持
—
EATON CORP PLC SHS
+$98.9K
4,654
+1%
建仓
FINX
GLOBAL X FINTECH ETF
+$98.9K
2,950
增持
RTX
United Technologies Corp/Com
+$95.1K
1,002
+102%
减持
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
-$91.8K
867
-52%
增持
INTU
INTUIT COM
-$90.2K
914
+1%
增持
DIS
DISNEY WALT CO COM
-$90.0K
10,011
+0%
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$89.9K
897
增持
GE
General Electric Co/Com
+$89.7K
507
+108%
增持
BHP
BHP GROUP LTD SPONSORED ADS
+$88.9K
10,387
+2%
减持
CI
THE CIGNA GROUP COM
-$87.5K
1,879
-1%
增持
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$86.6K
7,570
+12%
增持
AVGO
BROADCOM INC COM
+$86.4K
825
+22%
减持
NOW
SERVICENOW INC COM
-$83.7K
605
-3%
增持
SBUX
Starbucks Corp Com/Inv
-$81.3K
11,584
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$79.9K
1,122
+9%
增持
QCOM
QUALCOMM INC COM
+$79.8K
11,189
+0%
减持
IVV
ISHARES CORE S&P 500 ETF
+$78.3K
2,274
-2%
减持
IGF
iShares Global Infrastructure ETF
-$76.8K
492
-73%
减持
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill
-$75.9K
622
-57%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$74.2K
894
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$63.2K
1,145
+24%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$61.3K
729
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$59.9K
501
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$59.4K
1,182
+107%
减持
KLAC
KLA CORP COM NEW
-$57.0K
31
-69%
增持
MRK
MERCK & CO INC COM
+$56.7K
10,673
+1%
增持
SO
SOUTHERN CO COM
+$55.8K
15,667
+1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$55.7K
735
+104%
减持
KO
Coca Cola Co/Com
-$54.7K
11,143
-1%
建仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$53.4K
1,007
增持
AMZN
AMAZON COM INC COM
+$52.9K
40,264
+1%
增持
WFC
WELLS FARGO CO NEW COM
+$51.5K
13,763
+0%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$50.5K
1,850
增持
MCD
MCDONALDS CORP COM
+$48.9K
3,131
+1%
减持
TTD
THE TRADE DESK INC COM CL A
-$48.4K
2,080
-0%
增持
DVY
iShares Select Dividend ETF
+$47.8K
1,745
+16%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$46.5K
627
+31250%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$46.4K
142
-79%
增持
—
GLOBAL SHIP LEASE INC NEW COM CL A
+$44.6K
9,550
+1%
增持
SHV
ISHARES SHORT TREASURY BOND ETF
+$44.4K
515
+356%
减持
FTV
FORTIVE CORP COM
-$44.4K
13,707
-0%
增持
GEV
GE VERNOVA INC COM
+$44.1K
132
+89%
减持
RAL
RALLIANT CORP COM
-$43.6K
4,547
-1%
减持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-$42.7K
285
-71%
减持
JMST
JP Morgan Ultra-Short Muni ETF
-$41.3K
58,103
-2%
建仓
BUXX
STRIVE ENHANCED INCOME SHORT MATURITY ETF
+$40.6K
2,000
增持
ABBV
ABBVIE INC COM
+$40.3K
290
+101%
增持
JNJ
JOHNSON & JOHNSON COM
+$39.5K
441
+59%
增持
SPY
SPDR S&P 500 ETF TRUST
+$39.3K
688
+1%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$36.4K
250
+82%
建仓
XNQPX
NUVEEN PENNSYLVANIA QLT MUN FD COM
+$36.0K
3,000
增持
FCX
FREEPORT-MCMORAN INC CL B
-$35.2K
8,599
+0%
增持
UTES
VIRTUS REAVES UTILITIES ETF
+$33.8K
2,561
+8%
减持
PANW
PALO ALTO NETWORKS INC COM
-$32.8K
28,766
-0%
建仓
PEO
ADAM NAT RES FD INC COM
+$32.3K
1,500
建仓
CRCL
CIRCLE INTERNET GROUP INC COM CL A
+$31.8K
240
增持
AMGN
AMGEN INC COM
+$31.8K
4,171
+2%
增持
LLY
ELI LILLY & CO COM
+$31.6K
117
+58%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$30.8K
535
+9%
建仓
IWB
ISHARES RUSSELL 1000 ETF
+$30.4K
83
建仓
NAC
NUVEEN CA QUALTY MUN INCOME FD COM
+$28.8K
2,500
增持
MA
MASTERCARD INCORPORATED CL A
+$28.1K
156
+44%
建仓
OZK
BANK OZK LITTLE ROCK ARK COM
+$27.6K
541
建仓
BITX
2X BITCOIN STRATEGY ETF
+$27.5K
500
建仓
ESPO
VANECK VIDEO GAMING AND ESPORTS ETF
+$27.3K
225
增持
VZ
Verizon Communications Inc/Com
+$27.3K
20,688
+1%
增持
OPK
OPKO HEALTH INC COM
+$26.8K
116,681
+0%
增持
SLV
ISHARES SILVER TRUST
+$26.7K
1,250
+56%
清仓
HACK
AMPLIFY CYBERSECURITY ETF
-$25.9K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$25.7K
633
+284%
建仓
SLX
VANECK STEEL ETF
+$25.4K
350
清仓
MP
MP MATERIALS CORP COM CL A
-$25.0K
0
-100%
建仓
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$24.6K
1,570
建仓
EWW
ISHARES MSCI MEXICO ETF
+$23.9K
350
增持
BA
BOEING CO COM
+$23.8K
3,087
+1%
增持
SCHW
SCHWAB CHARLES CORP COM
+$23.5K
3,200
+4%
建仓
UFO
PROCURE SPACE ETF
+$23.2K
650
减持
ZS
ZSCALER INC COM
-$22.4K
27
-72%
减持
CPER
UNITED STATES COPPER INDEX FUND
-$22.3K
100
-88%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$22.3K
633
-36%
减持
MET
METLIFE INC COM
+$22.2K
11,404
-0%
清仓
MOO
VANECK AGRIBUSINESS ETF
-$22.1K
0
-100%
增持
MBB
ISHARES MBS ETF
+$22.1K
240
+2900%
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
+$21.2K
2,000
清仓
EWG
ISHARES MSCI GERMANY ETF
-$21.2K
0
-100%
建仓
NRK
NUVEEN NEW YORK AMT QLT MUNICP COM
+$20.4K
2,000
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$20.3K
500
+150%
清仓
EWP
ISHARES MSCI SPAIN ETF
-$19.8K
0
-100%
建仓
IQI
INVESCO QUALITY MUN INCOME TR COM
+$19.7K
2,000
减持
ARKQ
ARK Autonomous Technology & Robotics ETF
-$19.1K
348
-46%
增持
SHEL
SHELL PLC SPON ADS
+$18.8K
2,578
+10%
建仓
HQH
ABRDN HEALTHCARE INVESTORS SH BEN INT
+$18.5K
1,000
增持
IWR
ISHARES RUSSELL MIDCAP ETF
+$18.2K
892
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$18.1K
59
+127%
