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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 109 项
建仓 14
增持 18
减持 68
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
SJNK
SPDR SERIES TRUST
-$69.2M
28,141
-99%
建仓
PULS
PGIM ETF TR
+$62.5M
1,255,960
减持
SPYM
SPDR SERIES TRUST
-$43.2M
77,616
-90%
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
IVV
ISHARES TR
+$43.1M
70,932
+4065%
减持
USMV
ISHARES TR
-$38.7M
6,770
-98%
建仓
OAKM
HARRIS OAKMARK ETF TRUST
+$37.7M
1,466,663
清仓
LONZ
PIMCO ETF TR
-$31.5M
0
-100%
减持
IVE
ISHARES TR
-$22.3M
70,865
-63%
增持
IYW
ISHARES TR
+$14.9M
88,834
+2674%
减持
QUAL
ISHARES TR
-$14.5M
1,170
-99%
建仓
IYF
ISHARES TR
+$13.4M
110,892
清仓
IEMG
ISHARES INC
-$11.3M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$11.2M
130,271
+1%
减持
GLD
SPDR GOLD TR
-$9.7M
46,157
-44%
清仓
DTCR
GLOBAL X FDS
-$8.7M
0
-100%
建仓
GDX
VANECK ETF TRUST
+$7.8M
149,257
建仓
COIN
COINBASE GLOBAL INC
+$7.1M
20,140
建仓
IGV
ISHARES TR
+$6.1M
55,917
建仓
BAI
BLACKROCK ETF TRUST
+$4.6M
158,555
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.2M
111,903
+2%
减持
SMH
VANECK ETF TRUST
-$3.9M
35,411
-46%
减持
SPYG
SPDR SERIES TRUST
+$3.2M
222,618
-1%
建仓
MEAR
ISHARES U S ETF TR
+$3.0M
59,516
减持
DYNF
BLACKROCK ETF TRUST
+$3.0M
601,069
-1%
增持
DGRW
WISDOMTREE TR
+$2.7M
667,745
+0%
减持
VTI
VANGUARD INDEX FDS
+$1.8M
78,214
-2%
减持
XLC
SELECT SECTOR SPDR TR
+$1.6M
156,830
-2%
减持
AAPL
APPLE INC
-$1.6M
51,890
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
6,601
+39%
减持
NVDA
NVIDIA CORPORATION
+$1.2M
37,133
-14%
减持
AMZN
AMAZON COM INC
-$1.2M
9,834
-44%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.1M
14,281
减持
MSFT
MICROSOFT CORP
+$819.4K
10,883
-11%
减持
GOOG
ALPHABET INC
-$814.7K
4,209
-58%
清仓
PFF
ISHARES TR
-$738.3K
0
-100%
减持
DIS
DISNEY WALT CO
+$393.8K
16,096
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$282.0K
10,926
-56%
清仓
REGN
REGENERON PHARMACEUTICALS
-$279.1K
0
-100%
清仓
WTV
WISDOMTREE TR
-$271.5K
0
-100%
增持
EZBC
FRANKLIN TEMPLETON DIGITAL H
+$259.7K
9,841
+33%
减持
TSLA
TESLA INC
+$250.5K
4,729
-2%
减持
ONEY
SPDR SERIES TRUST
-$248.3K
9,768
-18%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$247.8K
2,921
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$244.0K
3,881
-3%
减持
NFLX
NETFLIX INC
+$239.8K
608
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$226.9K
830
-11%
建仓
BX
BLACKSTONE INC
+$226.8K
1,516
清仓
HD
HOME DEPOT INC
-$222.5K
0
-100%
减持
BA
BOEING CO
-$222.3K
3,332
-38%
建仓
EFIV
SPDR SERIES TRUST
+$216.7K
3,701
清仓
DUK
DUKE ENERGY CORP NEW
-$211.1K
0
-100%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$208.5K
1,775
建仓
SPTM
SPDR SERIES TRUST
+$207.9K
2,776
清仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$195.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$189.2K
5,242
-3%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$187.4K
19,055
+9%
减持
ORCL
ORACLE CORP
+$173.0K
2,451
-6%
减持
ARKK
ARK ETF TR
+$168.1K
7,418
-0%
减持
META
META PLATFORMS INC
+$160.3K
1,734
-11%
减持
NEE
NEXTERA ENERGY INC
-$160.0K
6,097
-26%
减持
CEG
CONSTELLATION ENERGY CORP
+$128.8K
1,070
-0%
减持
CAT
CATERPILLAR INC
+$122.4K
2,203
-1%
增持
XYLD
GLOBAL X FDS
+$120.9K
9,487
+51%
增持
AXP
AMERICAN EXPRESS CO
+$111.8K
2,137
+1%
减持
ABBV
ABBVIE INC
-$109.2K
3,636
-3%
减持
CVX
CHEVRON CORP NEW
-$90.7K
3,100
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$89.0K
28,237
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$83.0K
2,602
-5%
增持
IVW
ISHARES TR
+$82.8K
4,660
+1%
减持
—
EXXON MOBIL CORP
-$76.4K
4,266
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$75.3K
6,144
+1%
减持
SOFI
SOFI TECHNOLOGIES INC
+$70.8K
10,900
-1%
减持
ALT
ALTIMMUNE INC
-$67.0K
15,000
-40%
增持
IWD
ISHARES TR
+$63.0K
7,364
+1%
减持
MCD
MCDONALDS CORP
-$60.8K
2,580
-1%
减持
IEFA
ISHARES TR
+$50.5K
6,960
-1%
减持
AMGN
AMGEN INC
-$50.1K
1,260
-2%
减持
V
VISA INC
-$49.6K
922
-14%
减持
MS
MORGAN STANLEY
+$47.9K
2,405
-4%
减持
T
AT&T INC
-$47.7K
37,390
-6%
减持
PG
PROCTER AND GAMBLE CO
-$46.2K
1,617
-9%
减持
JNJ
JOHNSON & JOHNSON
-$43.6K
1,571
-8%
增持
SUSL
ISHARES TR
+$36.6K
2,666
+1%
增持
NVS
NOVARTIS AG
+$29.8K
2,354
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$28.6K
14,023
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$27.6K
1,662
-8%
减持
DHR
DANAHER CORPORATION
-$26.4K
1,924
-3%
减持
XLI
SELECT SECTOR SPDR TR
+$25.7K
1,982
-3%
减持
LPLA
LPL FINL HLDGS INC
+$24.8K
655
-3%
减持
GOOGL
ALPHABET INC
-$22.4K
3,211
-16%
减持
CL
COLGATE PALMOLIVE CO
-$21.1K
4,544
-2%
减持
RPM
RPM INTL INC
-$19.4K
2,460
-2%
减持
SBUX
STARBUCKS CORP
-$19.3K
2,572
-1%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$18.8K
8,854
+1%
减持
SPSM
SPDR SERIES TRUST
+$18.2K
12,667
-1%
减持
CSCO
CISCO SYS INC
+$17.5K
3,470
-4%
减持
COST
COSTCO WHSL CORP NEW
-$16.4K
268
-10%
增持
PEP
PEPSICO INC
+$16.3K
1,781
+22%
减持
ALL
ALLSTATE CORP
-$14.5K
1,481
-2%
减持
MO
ALTRIA GROUP INC
-$8.7K
4,167
-1%
减持
KO
COCA COLA CO
-$7.6K
5,859
-1%
减持
INTC
INTEL CORP
-$6.3K
11,323
-1%
减持
WMT
WALMART INC
-$5.2K
3,119
-12%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.8K
9,849
-7%
减持
XLY
SELECT SECTOR SPDR TR
-$3.9K
1,365
-10%
减持
VTV
VANGUARD INDEX FDS
+$3.7K
2,260
-1%
减持
ABT
ABBOTT LABS
+$2.8K
3,187
-2%
减持
TJX
TJX COS INC NEW
-$2.7K
4,856
-2%
减持
SYK
STRYKER CORPORATION
+$1.7K
1,076
-6%
