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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
$638.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 98 项
建仓 11
增持 47
减持 30
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ
-$17.5M
57,395
-40%
减持
SPYM
SPDR PORTFOLIO
-$13.1M
149,021
-60%
建仓
GLD
SPDR GOLD
+$10.8M
59,744
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。
增持
DIS
WALT DISNEY
+$6.4M
66,346
+282%
清仓
RTH
VANECK RETAIL
-$6.1M
0
-100%
建仓
PFM
INVESCO DIVIDEND
+$5.8M
150,291
清仓
GILD
GILEAD SCIENCES
-$5.5M
0
-100%
减持
RSP
INVESCO S&P
-$4.8M
375,870
-4%
增持
AAPL
APPLE INC
+$4.1M
89,841
+38%
清仓
SWKS
SKYWORKS SOLUTIONS
-$4.0M
0
-100%
增持
QQQM
INVESCO NASDAQ
+$3.9M
132,406
+36%
减持
AAL
AMERICAN AIRLINES
-$3.5M
304,046
-39%
增持
XLC
SELECT SECTOR
+$2.9M
73,770
+168%
减持
VTI
VANGUARD TOTAL
-$1.8M
48,429
-9%
增持
XLF
SECTOR FINANCIAL
+$1.8M
170,099
+41%
建仓
SMH
VANECK SEMICONDUCTOR
+$1.7M
6,126
增持
AMD
ADVANCED MICRO
+$1.6M
38,681
+110%
增持
—
PARAMOUNT GLOBAL
+$1.3M
103,105
+19%
减持
CVX
CHEVRON CORP
+$982.0K
21,729
-0%
建仓
IVV
ISHARES CORE
+$928.0K
2,045
增持
MSFT
MICROSOFT CORP
-$760.0K
36,127
+2%
建仓
EQAL
INVESCO RUSSELL
+$731.0K
15,724
清仓
SPEM
SPDR PORTFOLIO
-$729.0K
0
-100%
减持
WMT
WALMART INC
-$714.0K
1,892
-73%
减持
UNH
UNITEDHEALTH GROUP
-$713.0K
1,458
-50%
增持
NVDA
NVIDIA CORP
-$707.0K
40,353
+1%
减持
VZ
VERIZON COMMUNICATIONS
-$658.0K
16,099
-43%
增持
F
FORD MOTOR
+$590.0K
813,022
+28%
减持
CAT
CATERPILLAR INC
-$590.0K
3,801
-45%
减持
MMM
3M COMPANY
-$590.0K
3,443
-45%
减持
AXP
AMERICAN EXPRESS
-$568.0K
3,481
-53%
减持
ARKK
ARK INNOVATION
-$516.0K
9,587
-21%
减持
DGRW
WISDOMTREE TRUST
-$494.0K
122,881
-3%
减持
CVS
CVS HEALTH
-$411.0K
79,994
-3%
建仓
XLV
SECTOR HEALTHCARE
+$400.0K
2,923
清仓
—
XILINX INC
-$368.0K
0
-100%
建仓
KO
COCA COLA COMPANY
+$338.0K
5,445
建仓
XLP
SECTOR CONSUMER
+$318.0K
4,195
建仓
XME
SPDR SERIES
+$306.0K
5,000
清仓
GE
GENERAL ELECTRIC
-$302.0K
0
-100%
减持
JPM
JPMORGAN CHASE
-$271.0K
4,098
-22%
增持
AMZN
AMAZON COM
+$268.0K
700
+16%
清仓
SDY
SPDR SERIES
-$263.0K
0
-100%
建仓
NOBL
PROSHARES TRUST
+$261.0K
2,746
清仓
AWK
AMERICAN WATER
-$224.0K
0
-100%
减持
SPYG
SPDR PORTFOLIO
-$217.0K
16,211
-9%
清仓
GS
GOLDMAN SACHS
-$215.0K
0
-100%
减持
—
JOHN HANCOCK
-$211.0K
5,877
-40%
清仓
XGDVX
GABELLI DIVIDEND
-$211.0K
0
-100%
建仓
WEC
WEC ENERGY
+$204.0K
2,040
减持
ONEY
SPDR RUSSELL
+$186.0K
230,914
-0%
增持
ZBH
ZIMMER BIOMET
+$176.0K
15,653
+9%
减持
XLY
CONSUMER DISCRETIONARY
-$162.0K
8,195
-0%
减持
WFC
WELLS FARGO
-$158.0K
104,578
-4%
增持
STZ
CONSTELLATION BRANDS
-$152.0K
9,295
+2%
增持
BA
BOEING COMPANY
-$130.0K
23,341
+2%
减持
SPSM
SPDR PORTFOLIO
-$130.0K
8,771
-21%
减持
MPC
MARATHON PETROLEUM
+$127.0K
6,493
-3%
增持
SPY
SPDR S&P
+$124.0K
3,229
+15%
增持
ABBV
ABBVIE INC
+$115.0K
4,246
+0%
增持
META
META PLATFORMS
+$114.0K
3,257
+79%
增持
FAS
DIREXION DAILY
+$110.0K
3,613
+50%
增持
HD
HOME DEPOT
-$93.0K
806
+0%
增持
ABT
ABBOTT LABORATORIES
-$88.0K
3,979
+0%
增持
VTRS
VIATRIS INC
-$88.0K
62,628
+10%
减持
MCD
MCDONALDS CORP
-$70.0K
2,696
-2%
减持
WPC
W P CAREY
-$67.0K
3,240
-19%
增持
VIG
VANGUARD DIVIDEND
-$66.0K
7,576
+1%
增持
SBUX
STARBUCKS CORP
-$62.0K
2,523
+1%
减持
RSPF
INVESCO EXCHANGE
-$62.0K
21,387
-3%
增持
CSCO
CISCO SYSTEMS
-$55.0K
7,217
+0%
增持
—
BLACKROCK INC
-$55.0K
374
+1%
增持
NEE
NEXTERA ENERGY
-$53.0K
6,368
+0%
减持
PFE
PFIZER INC
-$53.0K
5,409
-4%
增持
BABA
ALIBABA GROUP
+$51.0K
2,757
+31%
减持
JNJ
JOHNSON & JOHNSON
-$50.0K
1,618
-18%
增持
RPM
RPM INTL INC
-$50.0K
2,533
+0%
增持
—
WALGREENS BOOTS
-$48.0K
6,587
+0%
增持
MS
MORGAN STANLEY
-$38.0K
3,506
+0%
增持
CL
COLGATE-PALMOLIVE
-$38.0K
4,205
+1%
增持
T
AT&T INC
-$33.0K
38,549
+0%
增持
PEJ
INVESCO DYNAMIC
+$28.0K
10,844
+6%
增持
TSLA
TESLA INC
+$27.0K
1,114
+0%
增持
WELL
WELLTOWER INC
+$27.0K
2,478
+1%
增持
BAC
BANK AMERICA
-$27.0K
8,378
+0%
减持
CMCSA
COMCAST CORP
-$26.0K
6,261
-1%
增持
MO
ALTRIA GROUP
+$25.0K
4,814
+0%
增持
GOOG
ALPHABET INC
+$24.0K
195
+8%
增持
LLY
ELI LILLY
+$17.0K
1,522
+0%
减持
BMY
BRISTOL MYERS
+$13.0K
3,399
-10%
增持
GOOGL
ALPHABET INC
-$13.0K
144
+1%
增持
PEP
PEPSICO INC
-$13.0K
2,194
+0%
增持
—
SIRIUS XM
+$12.0K
21,929
+4%
增持
V
VISA INC
+$8.0K
1,579
+0%
增持
IBM
INTL BUSINESS
-$5.0K
1,902
+1%
增持
BX
BLACKSTONE INC
-$2.0K
2,948
+1%
增持
UBER
UBER TECHNOLOGIES
+$2.0K
11,075
+18%
增持
SYK
STRYKER CORP
+$0
1,394
+0%
