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Horizon Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Horizon Wealth Management, LLC

报告期 2026-03-31 · CIK 0001815123

持仓数

137

前50大市值合计

$638.5M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BYLD ISHARES TR

YLD OPTIM BD

$51.8M

2,300,623

8.1%

OAKM HARRIS OAKMARK ETF TRUST

OAKMARK U S LRG

$37.5M

1,359,970

5.9%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$34.2M

256,990

5.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$27.9M

117,571

4.4%

GLD SPDR GOLD TR

GOLD SHS

$27.8M

64,634

4.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$27.5M

85,716

4.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$27.2M

47,188

4.3%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$24.7M

64,522

3.9%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$22.9M

234,248

3.6%

IWM ISHARES TR

RUSSELL 2000 ETF

$22.9M

92,174

3.6%

RING ISHARES INC

MSCI GBL GOLD MN

$21.1M

266,651

3.3%

DDWM WISDOMTREE TR

DYNAMIC INTL EQT

$19.6M

445,469

3.1%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$18.7M

115,462

2.9%

EMEQ NOMURA ETF TR

FOCUSED EMERGING

$18.4M

409,050

2.9%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$17.8M

290,664

2.8%

IVE ISHARES TR

S&P 500 VAL ETF

$16.7M

79,148

2.6%

XAR SPDR SERIES TRUST

STATE STREET SPD

$16.7M

65,645

2.6%

WTAI WISDOMTREE TR

ARTIFICIAL INTEL

$15.5M

550,093

2.4%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$15.3M

138,034

2.4%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$14.7M

320,712

2.3%

EMHY ISHARES INC

JP MRGN EM HI BD

$13.0M

330,388

2.0%

XAGG MORGAN STANLEY ETF TRUST

EATON VANCE INCO

$12.9M

260,429

2.0%

AAPL APPLE INC

COM

$12.6M

49,689

2.0%

EVTR MORGAN STANLEY ETF TRUST

EATON VANCE TOTA

$12.2M

240,697

1.9%

OPPJ WISDOMTREE TR

JAPAN OPPORTUNIT

$11.4M

209,990

1.8%

IGV ISHARES TR

EXPANDED TECH

$11.1M

139,056

1.7%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$10.0M

201,392

1.6%

BKLN INVESCO EXCH TRADED FD TR II

SR LN ETF

$9.3M

457,808

1.5%

NVDA NVIDIA CORPORATION

COM

$6.3M

36,316

1.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.9M

77,533

0.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$5.4M

28,203

0.8%

COIN COINBASE GLOBAL INC

COM CL A

$5.3M

30,534

0.8%

SLV ISHARES SILVER TR

ISHARES

$4.3M

63,395

0.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.1M

6,238

0.6%

MSFT MICROSOFT CORP

COM

$4.0M

10,931

0.6%

IEO ISHARES TR

US OIL GS EX ETF

$4.0M

31,855

0.6%

AMZN AMAZON COM INC

COM

$3.6M

17,280

0.6%

MEAR ISHARES U S ETF TR

SHORT MATURITY M

$2.9M

57,925

0.5%

IWD ISHARES TR

RUS 1000 VAL ETF

$2.2M

10,286

0.3%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$2.2M

37,182

0.3%

BA BOEING CO

COM

$2.1M

10,332

0.3%

HYG ISHARES TR

IBOXX HI YD ETF

$1.9M

23,398

0.3%

TSLA TESLA INC

COM

$1.8M

4,713

0.3%

GOOG ALPHABET INC

CAP STK CL C

$1.7M

6,012

0.3%

DIS DISNEY WALT CO

COM

$1.6M

16,997

0.3%

JPM JPMORGAN CHASE & CO

COM

$1.6M

5,361

0.2%

CAT CATERPILLAR INC

COM

$1.6M

2,209

0.2%

LRGG NOMURA ETF TR

FOCUSED LARGE GR

$1.5M

57,581

0.2%

ONEY SPDR SERIES TRUST

STATE STREET SPD

$1.4M

12,035

0.2%

YEAR AB ACTIVE ETFS INC

ULTRA SHORT INCM

$1.4M

28,258

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

BYLD8.1%OAKM5.9%XLK5.3%QQQM4.4%GLD4.4%VTI4.3%