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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 109 项
建仓 3
增持 22
减持 41
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
ONEY
SPDR RUSSELL
-$15.4M
3,767
-98%
减持
RSP
INVESCO S&P
-$11.5M
125,943
-39%
减持
GLD
SPDR GOLD
-$10.6M
1,545
-98%
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
QQQ
INVESCO QQQ
-$8.1M
22,048
-56%
清仓
CVS
CVS HEALTH
-$6.9M
0
-100%
清仓
DGRW
WISDOMTREE TRUST
-$6.8M
0
-100%
减持
NVDA
NVIDIA CORP
-$5.9M
1,846
-95%
建仓
COST
COSTCO WHOLESALE
+$5.8M
12,362
清仓
XLC
SELECT SECTOR
-$5.7M
0
-100%
增持
GOOGL
ALPHABET INC
+$5.5M
61,756
+35189%
减持
QQQM
INVESCO NASDAQ
-$5.1M
27,186
-61%
减持
SPLV
INVESCO EXCHANGE
-$4.9M
170,265
-28%
清仓
WFC
WELLS FARGO
-$4.0M
0
-100%
清仓
BA
BOEING COMPANY
-$4.0M
0
-100%
清仓
CGGR
CAPITAL GROUP
-$3.2M
0
-100%
增持
TSLA
TESLA INC
+$2.8M
13,765
+995%
清仓
AMD
ADVANCED MICRO
-$2.8M
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$2.7M
0
-100%
清仓
STZ
CONSTELLATION BRANDS
-$2.2M
0
-100%
清仓
ZBH
ZIMMER BIOMET
-$1.7M
0
-100%
减持
F
FORD MOTOR
-$1.2M
332,200
-25%
清仓
SMH
VANECK SEMICONDUCTOR
-$1.2M
0
-100%
清仓
CLH
CLEAN HARBORS
-$877.0K
0
-100%
清仓
SCHD
SCHWAB US
-$859.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$771.0K
38,736
+2%
清仓
VTRS
VIATRIS INC
-$649.0K
0
-100%
增持
AMZN
AMAZON COM
+$635.0K
64,231
+3%
清仓
LLY
ELI LILLY
-$539.0K
0
-100%
清仓
IWS
ISHARES RUSS
-$473.0K
0
-100%
减持
AAPL
APPLE INC
-$467.0K
120,936
-4%
减持
IJR
ISHARES CORE
-$387.0K
2,620
-61%
减持
DIS
WALT DISNEY
-$384.0K
25,966
-13%
清仓
MPC
MARATHON PETROLEUM
-$370.0K
0
-100%
减持
META
META PLATFORMS
-$360.0K
2,489
-43%
减持
VIG
VANGUARD DIVIDEND
-$359.0K
12,649
-12%
清仓
UBER
UBER TECHNOLOGIES
-$355.0K
0
-100%
清仓
IWR
ISHARES RUSSELL
-$345.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$344.0K
0
-100%
清仓
—
BLACKROCK INC
-$314.0K
0
-100%
清仓
SDY
SPDR SERIES
-$307.0K
0
-100%
减持
ABBV
ABBVIE INC
-$302.0K
3,506
-31%
清仓
BABA
ALIBABA GROUP
-$302.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS
-$302.0K
13,425
-16%
清仓
AGG
ISHARES CORE
-$291.0K
0
-100%
清仓
WPC
W P CAREY
-$270.0K
0
-100%
清仓
IBM
INTL BUSINESS
-$270.0K
0
-100%
减持
T
AT&T INC
-$270.0K
33,648
-10%
清仓
BMY
BRISTOL MYERS
-$269.0K
0
-100%
清仓
CMCSA
COMCAST CORP
-$268.0K
0
-100%
清仓
PFE
PFIZER INC
-$258.0K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$255.0K
0
-100%
清仓
JMST
JP MORGAN
-$253.0K
0
-100%
清仓
—
JOHN HANCOCK
-$250.0K
0
-100%
清仓
FDX
FEDEX CORP
-$249.0K
0
-100%
减持
ORCL
ORACLE CORP
-$244.0K
3,908
-44%
减持
CVX
CHEVRON CORP
-$240.0K
21,596
-6%
清仓
—
WALGREENS BOOTS
-$238.0K
0
-100%
清仓
IJH
ISHARES CORE
-$230.0K
0
-100%
清仓
FAS
DIREXION DAILY
-$228.0K
0
-100%
减持
XLY
CONSUMER DISCRETIONARY
-$225.0K
2,976
-37%
建仓
ALL
ALLSTATE CORP
+$220.0K
1,767
减持
BRK/B
BERKSHIRE HATHAWAY
-$218.0K
3,179
-19%
清仓
MO
ALTRIA GROUP
-$217.0K
0
-100%
清仓
OXY
OCCIDENTAL PETROLEUM
-$217.0K
0
-100%
清仓
WBD
WARNER BROS
-$209.0K
0
-100%
清仓
WEC
WEC ENERGY
-$205.0K
0
-100%
清仓
WELL
WELLTOWER INC
-$205.0K
0
-100%
增持
GOOG
ALPHABET INC
+$204.0K
10,417
+2754%
减持
ABT
ABBOTT LABORATORIES
-$192.0K
2,489
-38%
增持
SPYM
SPDR PORTFOLIO
-$176.0K
165,267
+3%
减持
MMM
3M COMPANY
-$172.0K
2,243
-31%
增持
VTI
VANGUARD TOTAL
-$167.0K
61,011
+4%
减持
V
VISA INC
-$157.0K
1,290
-34%
清仓
XEXGX
EATON VANCE
-$136.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$131.0K
2,261
-15%
建仓
XBXMX
NUVEEN S&P 500
+$120.0K
10,085
减持
PEP
PEPSICO INC
-$109.0K
1,879
-25%
清仓
—
HANESBRANDS INC
-$104.0K
0
-100%
减持
XLF
SECTOR FINANCIAL
-$100.0K
6,726
-31%
减持
CAT
CATERPILLAR INC
-$99.0K
3,555
-7%
减持
JNJ
JOHNSON & JOHNSON
-$95.0K
1,632
-20%
减持
CSCO
CISCO SYSTEMS
-$93.0K
6,460
-21%
减持
JPM
JPMORGAN CHASE
-$91.0K
3,619
-13%
减持
KO
COCA COLA COMPANY
-$79.0K
5,675
-10%
增持
XLV
SECTOR HEALTHCARE
+$67.0K
8,049
+14%
减持
SYK
STRYKER CORP
-$60.0K
1,069
-23%
增持
XLP
SECTOR CONSUMER
+$56.0K
13,612
+15%
增持
SBUX
STARBUCKS CORP
+$52.0K
3,459
+10%
减持
ARKK
ARK INNOVATION
-$52.0K
8,632
-9%
减持
SPYG
SPDR PORTFOLIO
-$51.0K
15,509
-2%
增持
MS
MORGAN STANLEY
+$50.0K
3,696
+16%
增持
—
EXXON MOBIL
+$46.0K
7,060
+6%
增持
SPY
SPDR S&P
+$43.0K
4,681
+8%
增持
CL
COLGATE-PALMOLIVE
-$39.0K
4,270
+1%
减持
CLX
CLOROX COMPANY
-$38.0K
2,856
-1%
减持
UNH
UNITEDHEALTH GROUP
-$30.0K
1,611
-2%
增持
TJX
TJX COS
+$30.0K
4,672
+0%
增持
AMGN
AMGEN INC
+$27.0K
1,136
+21%
减持
AXP
AMERICAN EXPRESS
-$27.0K
3,319
-3%
减持
BAC
BANK AMERICA
-$25.0K
10,719
-4%
减持
SPSM
SPDR PORTFOLIO
-$20.0K
8,701
-1%
减持
—
SIRIUS XM
-$12.0K
21,581
-2%
增持
RPM
RPM INTL INC
+$12.0K
2,539
+0%
增持
STEW
SRH TOTAL
-$11.0K
11,587
+1%
增持
DFAC
DIMENSIONAL US
-$10.0K
10,326
+0%
增持
NEE
NEXTERA ENERGY
+$9.0K
6,436
+1%
增持
HD
HOME DEPOT
+$6.0K
794
+2%
增持
—
MANNING & NAPIER
-$2.0K
15,288
+0%
减持
WMT
WALMART INC
+$2.0K
1,764
-6%
