13FBOX
Balance Wealth Partners LLC · 13F 持仓分析
期权收益计算器 机构排行

Balance Wealth Partners LLC

No.5048 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.76亿
环比变动 Q1 2026
+$5,392.1万+16.7%
持仓股票数
165
新买入
30
加仓
75
减仓
57
清仓
14
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
10.32%8.96%$3,882.1万5.3万股$2,884.4万5.0万股+2,745股+5.49%加仓
V先锋领航指数基金VOO
8.98%7.49%$3,376.0万4.9万股$2,412.5万4.0万股+8,782股+21.75%加仓
JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF
5.86%5.99%$2,204.0万27.4万股$1,927.7万26.8万股+5,925股+2.21%加仓
V先锋领航·CORE PLUS BOND ETFVPLS
4.27%4.57%$1,603.7万20.7万股$1,470.9万19.0万股+1.7万股+9.05%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
3.78%4.21%$1,420.2万9.0万股$1,354.9万9.2万股-2,903股-3.14%减仓
FFUNDSTRAT GRANNYGRNY
3.69%3.71%$1,387.3万50.2万股$1,195.1万50.1万股+1,082股+0.22%加仓
V先锋领航·SMALLVBR
3.28%3.31%$1,232.9万5.1万股$1,065.8万4.9万股+1,677股+3.42%加仓
S嘉信·USSCHX
3.02%3.04%$1,136.5万38.6万股$980.1万38.2万股+3,917股+1.02%加仓
IiShares安硕信托IJJ
2.86%3.36%$1,073.7万7.3万股$1,082.3万8.2万股-9,010股-11.03%减仓
I景顺·NASDAQ 100 ETFQQQM
2.46%1.48%$924.3万3.1万股$475.8万2.0万股+1.0万股+52.35%加仓
SSPDR行业精选信托XLK
2.32%1.6%$872.0万4.6万股$516.8万3.9万股+6,887股+17.71%加仓
BBRANDES INTERNATIONAL ETF (USD)BINV
2.16%2.33%$812.7万19.4万股$749.7万18.2万股+1.2万股+6.49%加仓
V先锋领航斯科茨代尔基金BSV
2.08%2.25%$780.3万9.9万股$723.2万9.1万股+7,503股+8.22%加仓
GGlobal X基金AIQ
1.82%1.74%$684.9万10.4万股$558.8万12.0万股-1.5万股-12.82%减仓
IiShares安硕信托IGIB
1.73%2%$651.5万12.3万股$643.0万12.1万股+1,710股+1.42%加仓
WELLS FARGO NEWWFC
1.32%1.48%$497.4万6.0万股$477.3万6.0万股+231股+0.39%加仓
IiShares安硕信托IUSB
1.24%1.28%$464.7万10.1万股$413.7万9.0万股+1.1万股+12.45%加仓
IiShares安硕信托AGG
1.14%1.29%$427.7万8.5万股$417.0万8.3万股+1,185股+1.42%加仓
V先锋领航斯科茨代尔基金VGIT
1.12%1.31%$420.3万7.1万股$421.6万7.1万股+468股+0.66%加仓
IiShares安硕信托ITOT
1.12%1.15%$419.7万2.6万股$369.2万2.6万股-461股-1.77%减仓
IInnovator ETF信托BFRZ
1.1%1.23%$412.1万15.2万股$397.4万15.1万股+1,710股+1.13%加仓
AVANTIS INTLNGG
1%0.99%$374.8万4.2万股$317.4万3.7万股+4,611股+12.33%加仓
V先锋领航债券指数基金BIV
0.93%1.16%$349.5万4.6万股$372.2万4.8万股-2,664股-5.52%减仓
苹果AAPL
0.91%0.86%$340.3万1.2万股$275.7万1.1万股+899股+8.28%加仓
SSPDR道富系列信托BIL
0.88%0.88%$329.2万3.6万股$284.9万3.1万股+4,835股+15.55%加仓
微软MSFT
0.86%0.96%$321.7万8,625股$307.6万8,309股+316股+3.80%加仓
IiShares安硕信托IVLU
0.85%0.94%$320.1万7.7万股$303.7万7.7万股+12股+0.02%加仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
0.83%0.73%$313.8万3.1万股$235.5万3.0万股+730股+2.44%加仓
BBONDBLOXX ETF TRUSTPCMM
0.8%0.9%$299.9万6.0万股$289.0万5.9万股+1,341股+2.28%加仓
摩根大通JPM
0.71%0.67%$266.6万8,145股$215.1万7,311股+834股+11.41%加仓
A美国世纪ETF信托AVMC
0.69%0.44%$257.8万3.2万股$140.9万2.0万股+1.3万股+64.64%加仓
SSPDR标普500 ETFSPY
0.68%0.67%$254.0万3,401股$216.8万3,333股+68股+2.04%加仓
J摩根大通交易所交易基金JMUB
0.67%0.73%$252.6万5.0万股$233.9万4.7万股+3,071股+6.56%加仓
BBITWISE BITCOIN ETF TRBITB
0.64%0.8%$241.3万7.6万股$258.4万7.0万股+5,538股+7.89%加仓
BBONDBLOXX SHORT DURATION ETFTAXX
0.64%0.82%$240.3万4.7万股$265.2万5.2万股-5,094股-9.71%减仓
I景顺交易所交易基金信托XLG
0.63%0.66%$237.3万3.9万股$214.0万3.9万股-473股-1.21%减仓
AAlphabet Inc Class CGOOG
0.62%0.53%$231.4万6,550股$171.3万5,971股+579股+9.70%加仓
IiShares安硕信托IXN
0.61%0.49%$230.1万1.6万股$159.2万1.6万股+1股+0.01%加仓
亚马逊AMZN
0.59%0.54%$222.4万9,333股$175.4万8,419股+914股+10.86%加仓
TTidal·TRUST IIIPOW
0.57%$215.7万7.0万股$00股+7.0万股新买入
IiShares安硕·U.S. TECHNOLOGY ETFIYW
0.57%0.48%$214.6万8,508股$153.7万8,470股+38股+0.45%加仓
NNORTHERN LIGHTS FD TRSFLR
0.55%0.55%$206.0万5.3万股$176.8万5.0万股+3,454股+6.92%加仓
J骏利亨德森JAAA
0.48%0.46%$178.8万3.5万股$148.5万2.9万股+5,934股+20.12%加仓
英伟达NVDA
0.47%0.36%$178.1万8,903股$116.9万6,700股+2,203股+32.88%加仓
IiShares安硕·RUSSELLIWB
0.46%0.47%$174.5万4,261股$152.0万4,263股-2股-0.05%减仓
直觉外科ISRG
0.46%0.54%$171.3万4,308股$175.0万3,795股+513股+13.52%加仓
IiShares安硕·MSCIQUAL
0.45%0.48%$167.9万7,652股$153.5万8,001股-349股-4.36%减仓
VanEck ETF信托MLN
0.43%0.4%$161.9万9.1万股$129.5万7.4万股+1.7万股+22.65%加仓
EENSIGNENSG
0.43%0.51%$161.4万1.0万股$163.6万8,119股+1,951股+24.03%加仓
特斯拉TSLA
0.42%0.36%$159.8万3,798股$117.2万3,153股+645股+20.46%加仓

🧭 机构资金流板块热力图

净流出 净流入