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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 88 项
建仓 8
增持 27
减持 39
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$43.6M
9,933
-92%
增持
DYNF
BLACKROCK ETF TRUST
+$32.9M
708,325
+8100%
增持
SPYM
SPDR SER TR
+$29.5M
1,414,229
+43%
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。
建仓
PFF
ISHARES TR
+$28.1M
890,901
清仓
SGOV
ISHARES TR
-$26.4M
0
-100%
减持
SPYV
SPDR SER TR
-$20.9M
7,559
-98%
建仓
DGRW
WISDOMTREE TR
+$20.7M
264,717
建仓
EMHY
ISHARES INC
+$17.3M
468,140
清仓
XLK
SELECT SECTOR SPDR TR
-$12.8M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$8.2M
120,739
+8%
增持
SMH
VANECK ETF TRUST
+$4.4M
57,088
+22%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.9M
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
122,570
+0%
建仓
XLF
SELECT SECTOR SPDR TR
+$1.8M
43,517
增持
NVDA
NVIDIA CORPORATION
+$1.8M
36,974
+1096%
减持
CVX
CHEVRON CORP NEW
-$1.6M
2,543
-80%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
23,152
-27%
增持
XLC
SELECT SECTOR SPDR TR
+$1.2M
141,380
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
16,454
+10%
减持
XHB
SPDR SER TR
-$1.1M
89,328
-2%
减持
SPYG
SPDR SER TR
-$958.0K
218,622
-13%
增持
VTI
VANGUARD INDEX FDS
+$842.5K
75,106
+1%
减持
AAPL
APPLE INC
+$664.9K
57,466
-14%
增持
GOOG
ALPHABET INC
+$614.9K
11,909
+16%
清仓
CLX
CLOROX CO DEL
-$438.2K
0
-100%
增持
DIS
DISNEY WALT CO
-$406.1K
17,650
+0%
减持
MCD
MCDONALDS CORP
-$392.6K
2,609
-30%
建仓
IYW
ISHARES TR
+$372.1K
2,471
减持
TSLA
TESLA INC
-$365.3K
4,918
-35%
清仓
WELL
WELLTOWER INC
-$246.9K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$240.3K
0
-100%
清仓
HD
HOME DEPOT INC
-$239.4K
0
-100%
清仓
CSCO
CISCO SYS INC
-$229.7K
0
-100%
清仓
LLY
ELI LILLY & CO
-$223.6K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$217.9K
1,088
增持
BA
BOEING CO
+$214.8K
2,352
+113%
建仓
CAVA
CAVA GROUP INC
+$209.2K
2,255
清仓
CMCSA
COMCAST CORP NEW
-$208.9K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$206.3K
0
-100%
减持
CAT
CATERPILLAR INC
-$199.7K
2,191
-14%
减持
INTC
INTEL CORP
-$198.3K
6,586
-28%
减持
V
VISA INC
-$154.4K
905
-36%
减持
UNH
UNITEDHEALTH GROUP INC
-$146.3K
856
-27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$137.6K
2,197
-19%
减持
AMZN
AMAZON COM INC
+$119.3K
15,672
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$109.3K
9,406
-27%
减持
NEE
NEXTERA ENERGY INC
-$106.7K
5,938
-28%
清仓
DNP
DNP SELECT INCOME FD INC
-$104.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$99.5K
11,753
-8%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$78.5K
17,513
+2%
清仓
HTZ
HERTZ GLOBAL HLDGS INC
-$78.3K
0
-100%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
+$73.6K
65,058
-1%
建仓
ALT
ALTIMMUNE INC
+$66.5K
10,000
减持
PEP
PEPSICO INC
-$65.8K
1,436
-17%
增持
T
AT&T INC
+$63.6K
38,971
+1%
减持
JNJ
JOHNSON & JOHNSON
-$62.3K
1,475
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$59.1K
3,754
-0%
增持
NFLX
NETFLIX INC
+$50.9K
573
+4%
减持
WMT
WALMART INC
-$49.7K
3,100
-28%
减持
ABBV
ABBVIE INC
-$46.4K
3,454
-2%
减持
TJX
TJX COS INC NEW
+$45.8K
5,817
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$44.1K
13,565
-6%
清仓
—
SIRIUS XM HOLDINGS INC
-$39.4K
0
-100%
增持
META
META PLATFORMS INC
+$39.2K
1,695
+1%
减持
ABT
ABBOTT LABS
-$38.0K
2,335
-5%
减持
SYK
STRYKER CORPORATION
-$37.9K
1,076
-5%
减持
AXP
AMERICAN EXPRESS CO
-$31.9K
2,071
-8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$29.6K
6,116
+3%
增持
NVS
NOVARTIS AG
+$29.2K
2,288
+3%
减持
REGN
REGENERON PHARMACEUTICALS
+$29.0K
491
-3%
减持
GOOGL
ALPHABET INC
+$28.7K
3,217
-13%
增持
RPM
RPM INTL INC
-$28.5K
2,562
+0%
减持
JPM
JPMORGAN CHASE & CO.
-$28.1K
4,840
-4%
减持
AMGN
AMGEN INC
+$27.4K
1,036
-1%
减持
CL
COLGATE PALMOLIVE CO
+$24.4K
4,451
-2%
减持
ALL
ALLSTATE CORP
-$22.4K
1,496
-1%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
-$19.2K
4,115
+9%
减持
—
EXXON MOBIL CORP
-$16.8K
4,324
-2%
减持
ORCL
ORACLE CORP
+$15.5K
2,401
-7%
减持
COST
COSTCO WHSL CORP NEW
+$15.5K
256
-7%
增持
SPSM
SPDR SER TR
-$13.7K
9,111
+0%
增持
SUSL
ISHARES TR
+$11.6K
2,252
+2%
增持
MS
MORGAN STANLEY
+$9.5K
2,395
+1%
减持
KO
COCA COLA CO
-$6.4K
3,476
-7%
增持
ONEY
SPDR SER TR
+$6.2K
11,195
+5%
增持
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$5.7K
11,460
+2%
增持
XLI
SELECT SECTOR SPDR TR
+$5.5K
1,986
+6%
增持
STEW
SRH TOTAL RETURN FUND INC
-$4.5K
12,393
+1%
