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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 105 项
建仓 22
增持 46
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
ITOT
ISHARES TR
+$87.7M
601,887
建仓
PYLD
PIMCO ETF TR
+$56.8M
2,116,818
减持
DGRW
WISDOMTREE TR
-$53.4M
28,628
-96%
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
PULS
PGIM ETF TR
-$53.1M
188,823
-85%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$48.6M
1,090,352
减持
IVV
ISHARES TR
-$42.9M
1,725
-98%
建仓
XLK
SELECT SECTOR SPDR TR
+$42.5M
150,786
减持
QQQ
INVESCO QQQ TR
-$36.1M
59,606
-54%
减持
OAKM
HARRIS OAKMARK ETF TRUST
-$35.5M
82,129
-94%
减持
DYNF
BLACKROCK ETF TRUST
-$31.6M
19,072
-97%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$29.4M
570,722
增持
XLC
SELECT SECTOR SPDR TR
+$25.9M
362,281
+131%
建仓
ESPO
VANECK ETF TRUST
+$17.6M
145,171
减持
IYW
ISHARES TR
-$14.8M
2,987
-97%
建仓
RING
ISHARES INC
+$13.7M
211,076
清仓
IYF
ISHARES TR
-$13.4M
0
-100%
建仓
XAR
SPDR SERIES TRUST
+$12.1M
51,364
建仓
EMHY
ISHARES INC
+$10.1M
254,090
建仓
IWM
ISHARES TR
+$10.0M
41,412
建仓
HYG
ISHARES TR
+$9.1M
112,035
清仓
GDX
VANECK ETF TRUST
-$7.8M
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$6.4M
40,004
+99%
清仓
IGV
ISHARES TR
-$6.1M
0
-100%
建仓
ARKW
ARK ETF TR
+$5.4M
30,764
建仓
IAI
ISHARES TR
+$4.9M
27,724
建仓
KCE
SPDR SERIES TRUST
+$4.7M
30,631
减持
BAI
BLACKROCK ETF TRUST
-$4.2M
11,431
-93%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.7M
13,349
建仓
LRGG
MACQUARIE ETF TRUST
+$2.6M
85,595
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
112,462
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
79,520
+2%
减持
AAPL
APPLE INC
+$2.2M
50,454
-3%
增持
SPYG
SPDR SERIES TRUST
+$2.1M
222,959
+0%
减持
GLD
SPDR GOLD TR
+$2.0M
45,276
-2%
增持
SMH
VANECK ETF TRUST
+$1.8M
35,691
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
37,235
+0%
增持
IVE
ISHARES TR
+$1.0M
72,020
+2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$784.9K
3,874
-73%
建仓
YEAR
AB ACTIVE ETFS INC
+$758.1K
14,960
减持
TSLA
TESLA INC
+$580.4K
4,683
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$434.4K
2,886
-26%
减持
SPYM
SPDR SERIES TRUST
+$422.9K
77,416
-0%
减持
BA
BOEING CO
-$394.5K
1,407
-58%
增持
SPY
SPDR S&P 500 ETF TR
+$319.3K
6,602
+0%
增持
GOOG
ALPHABET INC
+$279.2K
4,212
+0%
增持
AMZN
AMAZON COM INC
+$257.8K
11,000
+12%
建仓
—
PROSHARES TR II
+$252.6K
24,200
清仓
PEP
PEPSICO INC
-$235.2K
0
-100%
建仓
SSO
PROSHARES TR
+$217.6K
1,941
建仓
VV
VANGUARD INDEX FDS
+$214.0K
695
建仓
HD
HOME DEPOT INC
+$210.7K
520
减持
MCD
MCDONALDS CORP
-$210.6K
1,787
-31%
建仓
COF
CAPITAL ONE FINL CORP
+$209.9K
987
增持
ORCL
ORACLE CORP
+$202.4K
2,625
+7%
增持
CAT
CATERPILLAR INC
+$197.3K
2,206
+0%
增持
ONEY
SPDR SERIES TRUST
+$195.4K
11,072
+13%
增持
ABBV
ABBVIE INC
+$187.7K
3,725
+2%
减持
MSFT
MICROSOFT CORP
+$187.4K
10,813
-1%
增持
MEAR
ISHARES U S ETF TR
+$186.5K
62,925
+6%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$175.7K
19,314
+77%
增持
DIS
DISNEY WALT CO
-$151.9K
16,106
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$132.5K
5,238
-0%
减持
INTC
INTEL CORP
+$120.0K
11,137
-2%
增持
TJX
TJX COS INC NEW
+$104.3K
4,870
+0%
减持
ARKK
ARK ETF TR
+$97.8K
7,175
-3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$91.6K
18,852
-1%
增持
IWD
ISHARES TR
+$87.7K
7,456
+1%
增持
SUSL
ISHARES TR
+$78.5K
3,138
+18%
减持
CL
COLGATE PALMOLIVE CO
-$67.7K
4,320
-5%
清仓
ALT
ALTIMMUNE INC
-$58.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$57.0K
6,091
-1%
增持
EFIV
SPDR SERIES TRUST
+$55.2K
4,276
+16%
增持
MS
MORGAN STANLEY
+$52.0K
2,459
+2%
增持
JNJ
JOHNSON & JOHNSON
+$51.9K
1,574
+0%
增持
IVW
ISHARES TR
+$49.6K
4,661
+0%
增持
SPSM
SPDR SERIES TRUST
+$47.2K
12,668
+0%
增持
XYLD
GLOBAL X FDS
+$41.5K
10,468
+10%
增持
CVX
CHEVRON CORP NEW
+$41.4K
3,125
+1%
增持
NEE
NEXTERA ENERGY INC
+$40.4K
6,142
+1%
增持
ALL
ALLSTATE CORP
+$31.9K
1,537
+4%
增持
WMT
WALMART INC
+$31.7K
3,267
+5%
增持
MO
ALTRIA GROUP INC
+$31.5K
4,175
+0%
增持
AXP
AMERICAN EXPRESS CO
+$28.8K
2,139
+0%
减持
BX
BLACKSTONE INC
+$28.8K
1,496
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$28.1K
831
+0%
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$26.9K
8,871
-10%
增持
KO
COCA COLA CO
-$23.9K
5,890
+1%
减持
META
META PLATFORMS INC
-$23.0K
1,711
-1%
增持
RPM
RPM INTL INC
+$22.0K
2,479
+1%
增持
—
EXXON MOBIL CORP
+$21.5K
4,269
+0%
增持
T
AT&T INC
-$20.7K
37,585
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$20.4K
9,681
-2%
减持
USMV
ISHARES TR
-$18.9K
6,481
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$17.8K
27,147
-4%
增持
ABT
ABBOTT LABS
+$13.2K
3,334
+5%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$12.1K
8,935
+1%
减持
SJNK
SPDR SERIES TRUST
-$11.3K
27,567
-2%
减持
QUAL
ISHARES TR
+$9.0K
1,146
-2%
增持
PG
PROCTER AND GAMBLE CO
-$8.1K
1,624
+0%
增持
V
VISA INC
+$7.2K
979
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.0K
2,693
+3%
增持
AMGN
AMGEN INC
+$5.5K
1,266
+0%
增持
SBUX
STARBUCKS CORP
-$5.3K
2,723
+6%
增持
CSCO
CISCO SYS INC
+$4.4K
3,583
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.7K
13,745
-2%
