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

Balboa Wealth Partners

No.3378 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.34亿
环比变动 Q1 2026
+$1.38亿+23.2%
持仓股票数
476
新买入
78
加仓
172
减仓
203
清仓
57
持股不变
23
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
特斯拉TSLA
6.86%7.53%$5,036.4万12.0万股$4,486.7万12.1万股-950股-0.79%减仓
英伟达NVDA
6.8%7.57%$4,992.4万25.0万股$4,515.3万25.9万股-9,393股-3.63%减仓
AMD超威AMD
5.4%2.82%$3,966.7万6.8万股$1,682.6万8.3万股-1.4万股-17.44%减仓
微软MSFT
2.87%3.51%$2,110.4万5.7万股$2,095.4万5.7万股-30股-0.05%减仓
苹果AAPL
2.84%3.01%$2,083.6万7.2万股$1,792.7万7.1万股+1,371股+1.94%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
2.69%3.06%$1,973.2万33.0万股$1,822.4万30.5万股+2.6万股+8.37%加仓
美光科技MU
2.15%0.95%$1,582.2万1.4万股$566.3万1.7万股-3,055股-18.23%减仓
AAlphabet Inc Class CGOOG
2.03%2.18%$1,493.7万4.2万股$1,301.4万4.5万股-3,089股-6.81%减仓
SSPDR标普500 ETFSPY
1.72%2.01%$1,260.2万1.7万股$1,200.0万1.8万股-1,576股-8.54%减仓
亚马逊AMZN
1.71%1.95%$1,255.1万5.3万股$1,162.2万5.6万股-3,146股-5.64%减仓
台积电TSM
1.66%1.53%$1,222.7万2.6万股$914.2万2.7万股-1,448股-5.35%减仓
Meta平台META
1.34%1.71%$981.4万1.7万股$1,016.5万1.8万股-344股-1.94%减仓
G通用动力VTI
1.31%1.4%$964.4万2.6万股$833.4万2.6万股+84股+0.32%加仓
SSTERLING INFRASTRUCTURESTRL
1.23%0.94%$904.5万1.1万股$560.7万1.4万股-2,992股-21.73%减仓
V先锋领航指数基金VOO
1.22%1.31%$898.5万1.3万股$782.7万1.3万股-16股-0.12%减仓
博通AVGO
1.21%1.04%$885.8万2.3万股$619.3万2.0万股+3,440股+17.19%加仓
S嘉信·USSCHX
1.07%0.25%$784.7万26.7万股$151.1万5.9万股+20.8万股+352.48%加仓
AAPPLOVINAPP
0.96%0.91%$708.5万1.4万股$542.9万1.4万股+112股+0.82%加仓
I景顺QQQ信托VOO
0.96%0.83%$704.5万9,566股$496.5万8,603股+963股+11.19%加仓
伯克希尔哈撒韦BRK.B
0.96%1.18%$703.1万1.4万股$704.9万1.5万股-659股-4.48%减仓
ZZACKS TRUSTZECP
0.94%1.04%$689.9万18.3万股$617.7万18.3万股+196股+0.11%加仓
V先锋领航·FTSEVEA
0.93%1.03%$681.8万9.6万股$615.1万9.6万股-296股-0.31%减仓
阿斯麦ASML
0.92%0.77%$675.9万3,397股$459.6万3,479股-82股-2.36%减仓
谷歌AGOOGL
0.92%0.91%$675.9万1.9万股$540.3万1.9万股+124股+0.66%加仓
VertivVRT
0.91%0.88%$665.1万2.0万股$526.1万2.1万股-1,132股-5.39%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.88%0.95%$643.4万9,148股$565.3万9,166股-18股-0.20%减仓
伯克希尔哈撒韦BRK.A
0.82%0.96%$599.1万8股$574.5万8股00.00%持仓不变
好市多COST
0.77%1.01%$564.8万6,037股$604.3万6,065股-28股-0.46%减仓
帕兰提尔PLTR
0.71%1.1%$521.5万4.5万股$653.5万4.5万股+29股+0.06%加仓
SSPDR黄金信托GLD
0.69%1.08%$509.2万1.4万股$642.5万1.5万股-1,109股-7.43%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.69%0.08%$507.1万21.9万股$47.4万2.0万股+19.9万股+973.29%加仓
DILLARDSDDS
0.68%0.9%$497.3万9,411股$538.4万9,411股00.00%持仓不变
V先锋领航·FSTEVWO
0.54%0.62%$396.0万6.6万股$367.4万6.8万股-1,625股-2.39%减仓
SSPDR行业精选信托XLK
0.51%0.46%$373.7万2.0万股$273.8万2.1万股-988股-4.80%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.47%0.1%$345.8万6.8万股$60.9万1.2万股+5.6万股+468.34%加仓
摩根大通JPM
0.47%0.47%$342.4万1.0万股$282.4万9,601股+861股+8.97%加仓
SSPDR行业精选信托XLE
0.46%0.6%$339.7万6.4万股$358.4万5.9万股+5,462股+9.34%加仓
NEBIUSNBIS
0.43%0.22%$314.5万1.1万股$131.1万1.3万股-1,250股-9.89%减仓
高盛GS
0.41%0.39%$300.5万2,971股$232.5万2,748股+223股+8.11%加仓
ZZACKS QUALITY INTERNATIONAL ETFQUIZ
0.39%0.44%$285.0万9.8万股$262.3万9.7万股+271股+0.28%加仓
S嘉信策略信托SCHF
0.39%0.05%$283.1万10.2万股$29.4万1.2万股+9.0万股+759.69%加仓
波音BA
0.38%0.43%$280.5万1.3万股$257.9万1.3万股-1股-0.01%减仓
康宁GLW
0.38%0.23%$279.2万1.1万股$139.8万1.0万股+646股+6.28%加仓
IiShares安硕信托AGG
0.37%0.43%$270.9万2.7万股$255.3万2.6万股+1,650股+6.41%加仓
S嘉信·USSCHA
0.37%0.07%$268.6万7.4万股$43.9万1.5万股+5.9万股+392.48%加仓
F第一信托交易所交易基金LQTI
0.35%0.32%$260.0万13.5万股$193.4万9.9万股+3.6万股+36.30%加仓
V先锋领航指数基金VTV
0.35%0.36%$258.6万1.2万股$217.0万1.1万股+805股+7.28%加仓
万事达MA
0.35%0.4%$257.2万5,008股$241.1万4,826股+182股+3.77%加仓
英特尔INTC
0.35%0.1%$256.6万1.8万股$62.4万1.4万股+4,244股+30.02%加仓
迈威尔MRVL
0.35%0.24%$255.6万8,580股$140.6万1.4万股-5,610股-39.53%减仓

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