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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 114 项
建仓 17
增持 54
减持 30
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
RSP
INVESCO S&P
-$31.8M
204,908
-45%
建仓
SPLV
INVESCO EXCHANGE
+$14.8M
237,976
减持
QQQM
INVESCO NASDAQ
-$11.6M
70,375
-47%
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。
减持
F
FORD MOTOR
-$8.8M
443,881
-45%
减持
ONEY
SPDR RUSSELL
-$7.7M
176,624
-24%
减持
QQQ
INVESCO QQQ
-$6.8M
49,946
-13%
减持
DIS
WALT DISNEY
-$6.3M
30,013
-55%
减持
XLF
SECTOR FINANCIAL
-$6.2M
9,681
-94%
清仓
PFM
INVESCO DIVIDEND
-$5.8M
0
-100%
减持
NVDA
NVIDIA CORP
-$4.9M
40,109
-1%
增持
AMZN
AMAZON COM
+$4.3M
62,361
+8809%
建仓
CGGR
CAPITAL GROUP
+$3.2M
158,271
增持
AAL
AMERICAN AIRLINES
-$1.7M
305,546
+0%
增持
AAPL
APPLE INC
+$1.5M
125,658
+40%
减持
AMD
ADVANCED MICRO
-$1.5M
36,060
-7%
清仓
RSPF
INVESCO EXCHANGE
-$1.4M
0
-100%
增持
MSFT
MICROSOFT CORP
-$1.3M
38,129
+6%
增持
—
PARAMOUNT GLOBAL
-$1.2M
108,269
+5%
减持
CVS
CVS HEALTH
-$1.2M
74,223
-7%
减持
WFC
WELLS FARGO
-$1.1M
102,101
-2%
减持
DGRW
WISDOMTREE TRUST
-$1.0M
118,885
-3%
清仓
IVV
ISHARES CORE
-$928.0K
0
-100%
减持
XLY
CONSUMER DISCRETIONARY
-$867.0K
4,723
-42%
增持
VIG
VANGUARD DIVIDEND
+$840.0K
14,422
+90%
增持
SPYM
SPDR PORTFOLIO
-$801.0K
160,490
+8%
清仓
EQAL
INVESCO RUSSELL
-$731.0K
0
-100%
增持
XLC
SELECT SECTOR
+$610.0K
104,729
+42%
增持
XLP
SECTOR CONSUMER
+$534.0K
11,799
+181%
清仓
PEJ
INVESCO DYNAMIC
-$529.0K
0
-100%
增持
BA
BOEING COMPANY
-$512.0K
28,950
+24%
增持
XLV
SECTOR HEALTHCARE
+$508.0K
7,083
+142%
清仓
XLI
SECTOR INDUSTRIAL
-$451.0K
0
-100%
减持
SMH
VANECK SEMICONDUCTOR
-$448.0K
5,917
-3%
增持
TSLA
TESLA INC
-$354.0K
1,257
+13%
清仓
QLD
PROSHARES ULTRA
-$317.0K
0
-100%
建仓
SDY
SPDR SERIES
+$307.0K
2,588
清仓
XME
SPDR SERIES
-$306.0K
0
-100%
增持
ZBH
ZIMMER BIOMET
-$306.0K
16,148
+3%
清仓
FDN
FIRST TRUST
-$302.0K
0
-100%
建仓
AGG
ISHARES CORE
+$291.0K
2,858
增持
IJR
ISHARES CORE
+$270.0K
6,654
+108%
清仓
NOBL
PROSHARES TRUST
-$261.0K
0
-100%
建仓
TJX
TJX COS
+$260.0K
4,653
减持
ARKK
ARK INNOVATION
-$257.0K
9,487
-1%
建仓
MELI
MERCADOLIBRE INC
+$255.0K
400
建仓
JMST
JP MORGAN
+$253.0K
5,000
增持
GOOG
ALPHABET INC
+$253.0K
365
+87%
减持
SPYG
SPDR PORTFOLIO
-$245.0K
15,843
-2%
建仓
DFAC
DIMENSIONAL US
+$240.0K
10,306
建仓
AMGN
AMGEN INC
+$229.0K
939
建仓
OXY
OCCIDENTAL PETROLEUM
+$217.0K
3,689
清仓
TRU
TRANSUNION
-$215.0K
0
-100%
建仓
WBD
WARNER BROS
+$209.0K
15,551
清仓
TDIV
FIRST TRUST
-$209.0K
0
-100%
清仓
WY
WEYERHAEUSER CO
-$208.0K
0
-100%
增持
CVX
CHEVRON CORP
-$195.0K
23,092
+6%
建仓
—
MANNING & NAPIER
+$190.0K
15,228
减持
MPC
MARATHON PETROLEUM
-$185.0K
4,497
-31%
减持
AXP
AMERICAN EXPRESS
-$176.0K
3,428
-2%
增持
SPY
SPDR S&P
+$170.0K
4,319
+34%
增持
CAT
CATERPILLAR INC
-$165.0K
3,816
+0%
增持
BRK/B
BERKSHIRE HATHAWAY
+$157.0K
3,909
+52%
增持
—
EXXON MOBIL
+$152.0K
6,653
+31%
建仓
STEW
SRH TOTAL
+$137.0K
11,480
减持
T
AT&T INC
-$125.0K
37,489
-3%
建仓
—
HANESBRANDS INC
+$104.0K
10,121
增持
LLY
ELI LILLY
+$103.0K
1,662
+9%
增持
UNH
UNITEDHEALTH GROUP
+$100.0K
1,643
+13%
增持
SYK
STRYKER CORP
-$96.0K
1,395
+0%
减持
MMM
3M COMPANY
-$93.0K
3,245
-6%
增持
VTI
VANGUARD TOTAL
+$91.0K
58,940
+22%
增持
JPM
JPMORGAN CHASE
-$90.0K
4,165
+2%
增持
ABBV
ABBVIE INC
+$85.0K
5,050
+19%
增持
JNJ
JOHNSON & JOHNSON
+$75.0K
2,037
+26%
增持
SCHD
SCHWAB US
-$73.0K
11,995
+2%
减持
MS
MORGAN STANLEY
-$64.0K
3,181
-9%
增持
KO
COCA COLA COMPANY
+$59.0K
6,306
+16%
减持
—
WALGREENS BOOTS
-$57.0K
6,271
-5%
减持
WMT
WALMART INC
-$55.0K
1,870
-1%
增持
—
JOHN HANCOCK
-$52.0K
5,879
+0%
增持
CSCO
CISCO SYSTEMS
-$51.0K
8,223
+14%
建仓
ACTG
ACACIA RESEARCH
+$50.0K
10,000
增持
PEP
PEPSICO INC
+$49.0K
2,498
+14%
增持
NEE
NEXTERA ENERGY
-$43.0K
6,402
+1%
建仓
CNDT
CONDUENT INC
+$43.0K
10,042
增持
UBER
UBER TECHNOLOGIES
-$40.0K
17,375
+57%
增持
ABT
ABBOTT LABORATORIES
-$38.0K
3,987
+0%
增持
V
VISA INC
+$36.0K
1,960
+24%
增持
MO
ALTRIA GROUP
-$35.0K
5,196
+8%
增持
GLD
SPDR GOLD
+$34.0K
64,268
+8%
增持
WELL
WELLTOWER INC
-$33.0K
2,495
+1%
减持
VTRS
VIATRIS INC
-$32.0K
61,952
-1%
增持
BX
BLACKSTONE INC
-$30.0K
3,766
+28%
增持
—
BLACKROCK INC
+$28.0K
516
+38%
减持
HD
HOME DEPOT
-$28.0K
776
-4%
增持
META
META PLATFORMS
-$26.0K
4,329
+33%
增持
CMCSA
COMCAST CORP
-$25.0K
6,823
+9%
建仓
—
HILL INTL
+$25.0K
15,000
增持
IBM
INTL BUSINESS
+$23.0K
1,915
+1%
减持
PFE
PFIZER INC
-$22.0K
4,912
-9%
增持
BMY
BRISTOL MYERS
+$21.0K
3,493
+3%
增持
GOOGL
ALPHABET INC
-$20.0K
175
+22%
增持
CL
COLGATE-PALMOLIVE
+$20.0K
4,229
+1%
增持
IJH
ISHARES CORE
-$18.0K
1,015
+10%
减持
MCD
MCDONALDS CORP
-$14.0K
2,645
-2%
减持
STZ
CONSTELLATION BRANDS
+$13.0K
9,241
-1%
增持
—
SIRIUS XM
-$10.0K
22,005
+0%
增持
SBUX
STARBUCKS CORP
+$9.0K
3,135
+24%
减持
VZ
VERIZON COMMUNICATIONS
-$8.0K
16,009
-1%
增持
WPC
W P CAREY
+$8.0K
3,256
+0%
增持
CLX
CLOROX COMPANY
+$6.0K
2,873
+0%
增持
RPM
RPM INTL INC
-$6.0K
2,536
+0%
增持
BAC
BANK AMERICA
+$4.0K
11,211
+34%
减持
BABA
ALIBABA GROUP
+$2.0K
2,657
-4%
