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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 115 项
建仓 14
增持 63
减持 25
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
ITOT
ISHARES TR
-$87.3M
2,508
-100%
建仓
GQI
NATIXIS ETF TR
+$49.2M
862,258
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$48.6M
0
-100%
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
DYNF
BLACKROCK ETF TRUST
+$43.6M
734,969
+3754%
减持
XLC
SELECT SECTOR SPDR TR
-$42.2M
5,679
-98%
建仓
QGRW
WISDOMTREE TR
+$30.2M
514,956
清仓
ESPO
VANECK ETF TRUST
-$17.6M
0
-100%
建仓
WTAI
WISDOMTREE TR
+$15.4M
528,351
增持
XLK
SELECT SECTOR SPDR TR
+$13.0M
385,594
+156%
清仓
IWM
ISHARES TR
-$10.0M
0
-100%
建仓
IBB
ISHARES TR
+$9.2M
54,657
增持
QQQ
INVESCO QQQ TR
+$8.4M
71,884
+21%
减持
XAR
SPDR SERIES TRUST
-$6.9M
21,349
-58%
减持
COIN
COINBASE GLOBAL INC
-$6.6M
30,534
-24%
清仓
ARKW
ARK ETF TR
-$5.4M
0
-100%
建仓
SLVP
ISHARES INC
+$5.1M
149,068
清仓
IAI
ISHARES TR
-$4.9M
0
-100%
清仓
KCE
SPDR SERIES TRUST
-$4.7M
0
-100%
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$4.6M
83,577
建仓
CARZ
FIRST TR EXCHANGE TRADED FD
+$4.2M
54,022
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$3.7M
0
-100%
增持
SMH
VANECK ETF TRUST
+$3.0M
40,707
+14%
增持
PYLD
PIMCO ETF TR
+$2.4M
2,219,176
+5%
增持
BA
BOEING CO
+$1.9M
10,332
+634%
减持
DGRW
WISDOMTREE TR
-$1.7M
9,272
-68%
减持
OAKM
HARRIS OAKMARK ETF TRUST
-$1.7M
17,690
-78%
减持
RING
ISHARES INC
+$1.6M
206,817
-2%
增持
AMZN
AMAZON COM INC
+$1.5M
17,101
+55%
减持
GLD
SPDR GOLD TR
+$1.5M
44,448
-2%
增持
EVTR
MORGAN STANLEY ETF TRUST
+$1.5M
599,600
+5%
增持
QUAL
ISHARES TR
+$1.2M
7,225
+530%
建仓
EFV
ISHARES TR
+$1.2M
16,150
增持
VTI
VANGUARD INDEX FDS
+$1.1M
81,207
+2%
减持
LRGG
NOMURA ETF TR
-$1.1M
49,580
-42%
建仓
IEMG
ISHARES INC
+$1.1M
16,263
减持
AAPL
APPLE INC
+$845.7K
50,367
-0%
增持
GOOG
ALPHABET INC
+$836.4K
5,934
+41%
建仓
GE
GE AEROSPACE
+$725.1K
2,354
增持
IVE
ISHARES TR
+$724.6K
73,549
+2%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$646.5K
112,439
-0%
清仓
IYW
ISHARES TR
-$585.0K
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$508.7K
27,004
+136%
减持
SPYG
SPDR SERIES TRUST
+$438.1K
222,488
-0%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$404.2K
0
-100%
减持
MSFT
MICROSOFT CORP
-$393.3K
10,767
-0%
建仓
GEV
GE VERNOVA INC
+$369.9K
566
增持
EMHY
ISHARES INC
+$335.7K
258,125
+2%
增持
PULS
PGIM ETF TR
+$307.8K
195,943
+4%
建仓
MU
MICRON TECHNOLOGY INC
+$298.2K
1,045
清仓
RPM
RPM INTL INC
-$292.2K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$281.0K
1,019
-39%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$262.2K
0
-100%
增持
GOOGL
ALPHABET INC
+$262.2K
3,332
+4%
建仓
ITA
ISHARES TR
+$255.4K
1,189
减持
EZBC
FRANKLIN TEMPLETON DIGITAL H
-$252.8K
6,611
-25%
清仓
—
PROSHARES TR II
-$252.6K
0
-100%
建仓
PEP
PEPSICO INC
+$213.2K
1,485
增持
CAT
CATERPILLAR INC
+$212.3K
2,208
+0%
清仓
HD
HOME DEPOT INC
-$210.7K
0
-100%
增持
YEAR
AB ACTIVE ETFS INC
+$203.3K
19,046
+27%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$171.2K
2,546
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$166.8K
6,205
-6%
增持
NFLX
NETFLIX INC
-$152.3K
6,150
+912%
增持
SPYM
SPDR SERIES TRUST
+$150.6K
77,479
+0%
增持
T
AT&T INC
-$116.4K
38,043
+1%
减持
IWD
ISHARES TR
-$114.8K
6,671
-11%
增持
DIS
DISNEY WALT CO
+$105.4K
17,136
+6%
增持
HYG
ISHARES TR
+$99.4K
114,046
+2%
增持
AXP
AMERICAN EXPRESS CO
+$81.4K
2,140
+0%
增持
ONEY
SPDR SERIES TRUST
+$76.9K
11,710
+6%
减持
CL
COLGATE PALMOLIVE CO
-$73.2K
3,444
-20%
增持
JPM
JPMORGAN CHASE & CO.
+$70.1K
5,345
+2%
增持
AMGN
AMGEN INC
+$58.9K
1,271
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$57.0K
27,180
+0%
减持
DHR
DANAHER CORPORATION
+$56.7K
1,914
-1%
增持
NVDA
NVIDIA CORPORATION
+$52.8K
37,534
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$51.2K
6,213
+2%
增持
TJX
TJX COS INC NEW
+$46.3K
4,884
+0%
增持
MS
MORGAN STANLEY
+$46.1K
2,462
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$43.9K
19,032
+1%
增持
SUSL
ISHARES TR
+$41.5K
3,371
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.9K
2,704
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$40.2K
13,845
+1%
增持
MO
ALTRIA GROUP INC
-$34.6K
4,182
+0%
增持
JNJ
JOHNSON & JOHNSON
+$34.5K
1,577
+0%
减持
BX
BLACKSTONE INC
-$33.8K
1,439
-4%
增持
—
EXXON MOBIL CORP
+$32.8K
4,272
+0%
增持
NEE
NEXTERA ENERGY INC
+$32.6K
6,182
+1%
增持
CSCO
CISCO SYS INC
+$31.1K
3,586
+0%
增持
COF
CAPITAL ONE FINL CORP
+$29.6K
988
+0%
增持
EFIV
SPDR SERIES TRUST
+$29.2K
4,553
+6%
增持
ABT
ABBOTT LABS
-$28.2K
3,339
+0%
增持
META
META PLATFORMS INC
-$27.7K
1,862
+9%
增持
KO
COCA COLA CO
+$25.7K
5,955
+1%
减持
IVV
ISHARES TR
+$25.1K
1,722
-0%
减持
CEG
CONSTELLATION ENERGY CORP
+$24.5K
1,066
-0%
减持
SBUX
STARBUCKS CORP
-$19.9K
2,499
-8%
增持
LPLA
LPL FINL HLDGS INC
+$18.9K
663
+1%
增持
QLD
PROSHARES TR
+$16.0K
8,813
+100%
增持
PG
PROCTER AND GAMBLE CO
-$15.8K
1,631
+0%
增持
IEFA
ISHARES TR
+$15.2K
6,963
+0%
增持
SJNK
SPDR SERIES TRUST
+$14.3K
28,435
+3%
增持
UNH
UNITEDHEALTH GROUP INC
-$12.2K
833
+0%
增持
IVW
ISHARES TR
+$11.9K
4,662
+0%
增持
ABBV
ABBVIE INC
-$10.2K
3,730
+0%
增持
ALL
ALLSTATE CORP
-$9.9K
1,538
+0%
增持
V
VISA INC
+$9.4K
980
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$8.0K
9,016
+1%
增持
MCD
MCDONALDS CORP
+$7.9K
1,803
+1%
增持
SSO
PROSHARES TR
+$7.2K
3,882
+100%
增持
CVX
CHEVRON CORP NEW
-$7.1K
3,137
+0%
增持
SPSM
SPDR SERIES TRUST
+$6.9K
12,669
+0%
增持
USMV
ISHARES TR
-$3.9K
6,506
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.5K
9,495
-2%
增持
XLY
SELECT SECTOR SPDR TR
-$1.1K
2,730
+100%
