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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 123 项
建仓 21
增持 67
减持 24
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
PYLD
PIMCO ETF TR
-$58.0M
46,028
-98%
建仓
BYLD
ISHARES TR
+$51.8M
2,300,623
清仓
GQI
NATIXIS ETF TR
-$49.2M
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。
减持
DYNF
BLACKROCK ETF TRUST
-$42.5M
37,182
-95%
增持
OAKM
HARRIS OAKMARK ETF TRUST
+$37.0M
1,359,970
+7588%
减持
QGRW
WISDOMTREE TR
-$29.7M
9,740
-98%
建仓
IWM
ISHARES TR
+$22.9M
92,174
减持
XLK
SELECT SECTOR SPDR TR
-$21.4M
256,990
-33%
建仓
DDWM
WISDOMTREE TR
+$19.6M
445,469
减持
EVTR
MORGAN STANLEY ETF TRUST
-$18.7M
240,697
-60%
建仓
EMEQ
NOMURA ETF TR
+$18.4M
409,050
增持
XLI
SELECT SECTOR SPDR TR
+$18.4M
115,462
+5726%
建仓
XLE
SELECT SECTOR SPDR TR
+$17.8M
290,664
减持
QQQ
INVESCO QQQ TR
-$16.9M
47,188
-34%
建仓
XLU
SELECT SECTOR SPDR TR
+$14.7M
320,712
增持
XLC
SELECT SECTOR SPDR TR
+$14.6M
138,034
+2331%
建仓
XAGG
MORGAN STANLEY ETF TRUST
+$12.9M
260,429
增持
XAR
SPDR SERIES TRUST
+$11.5M
65,645
+207%
建仓
OPPJ
WISDOMTREE TR
+$11.4M
209,990
建仓
IGV
ISHARES TR
+$11.1M
139,056
增持
GLD
SPDR GOLD TR
+$10.2M
64,634
+45%
增持
SMH
VANECK ETF TRUST
+$10.1M
64,522
+59%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$9.3M
457,808
减持
IBB
ISHARES TR
-$8.9M
1,734
-97%
减持
HYG
ISHARES TR
-$7.3M
23,398
-79%
增持
RING
ISHARES INC
+$5.8M
266,651
+29%
清仓
SLVP
ISHARES INC
-$5.1M
0
-100%
清仓
IPKW
INVESCO EXCH TRADED FD TR II
-$4.6M
0
-100%
建仓
SLV
ISHARES SILVER TR
+$4.3M
63,395
清仓
CARZ
FIRST TR EXCHANGE TRADED FD
-$4.2M
0
-100%
建仓
IEO
ISHARES TR
+$4.0M
31,855
增持
EMHY
ISHARES INC
+$2.6M
330,388
+28%
减持
QUAL
ISHARES TR
-$1.2M
1,151
-84%
建仓
OEF
ISHARES TR
+$1.2M
3,697
增持
MSFT
MICROSOFT CORP
-$1.2M
10,931
+2%
增持
IVE
ISHARES TR
+$1.1M
79,148
+8%
减持
AAPL
APPLE INC
-$1.1M
49,689
-1%
增持
SPYG
SPDR SERIES TRUST
-$804.3K
234,248
+5%
增持
IWD
ISHARES TR
+$794.6K
10,286
+54%
减持
NVDA
NVIDIA CORPORATION
-$666.6K
36,316
-3%
建仓
MTUM
ISHARES TR
+$570.2K
2,376
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$500.8K
117,571
+5%
增持
YEAR
AB ACTIVE ETFS INC
+$464.9K
28,258
+48%
增持
TSLA
TESLA INC
-$354.0K
4,713
+1%
增持
AMZN
AMAZON COM INC
-$348.3K
17,280
+1%
建仓
SHYM
BLACKROCK ETF TRUST II
+$330.3K
15,000
建仓
BUFP
PGIM ROCK ETF TR
+$326.9K
11,000
建仓
COMP
COMPASS INC
+$318.1K
43,512
减持
DIS
DISNEY WALT CO
-$311.4K
16,997
-1%
增持
CAT
CATERPILLAR INC
+$300.5K
2,209
+0%
建仓
VOO
VANGUARD INDEX FDS
+$286.6K
480
增持
SPYM
SPDR SERIES TRUST
-$281.0K
77,533
+0%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$276.8K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$274.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$273.4K
2,454
+56%
增持
VTI
VANGUARD INDEX FDS
+$272.5K
85,716
+6%
增持
PULS
PGIM ETF TR
+$252.1K
201,392
+3%
减持
MEAR
ISHARES U S ETF TR
-$250.4K
57,925
-8%
增持
BAI
BLACKROCK ETF TRUST
+$244.5K
34,712
+29%
清仓
COF
CAPITAL ONE FINL CORP
-$239.6K
0
-100%
清仓
LPLA
LPL FINL HLDGS INC
-$236.8K
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$233.8K
0
-100%
清仓
BX
BLACKSTONE INC
-$221.9K
0
-100%
建仓
BILS
SPDR SERIES TRUST
+$215.2K
2,165
增持
—
EXXON MOBIL CORP
+$211.1K
4,275
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$206.1K
28,203
+4%
减持
META
META PLATFORMS INC
-$180.6K
1,833
-2%
增持
CVX
CHEVRON CORPORATION
+$177.9K
3,171
+1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$174.4K
6,238
+1%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$171.4K
0
-100%
增持
T
AT&T INC
+$158.0K
38,048
+0%
减持
KO
COCA COLA CO
-$149.1K
3,514
-41%
减持
USMV
ISHARES TR
-$146.5K
5,027
-23%
增持
JPM
JPMORGAN CHASE & CO
-$145.2K
5,361
+0%
增持
AXP
AMERICAN EXPRESS CO
-$143.9K
2,142
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$139.0K
2,730
+1%
增持
GOOG
ALPHABET INC
-$137.6K
6,012
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$135.6K
13,935
+1%
增持
WTAI
WISDOMTREE TR
+$133.0K
550,093
+4%
增持
ORCL
ORACLE CORP
-$125.4K
2,626
+0%
建仓
HTZ
HERTZ GLOBAL HLDGS INC
+$115.3K
25,000
增持
ONEY
SPDR SERIES TRUST
+$115.0K
12,035
+3%
增持
IEMG
ISHARES INC
+$98.8K
17,089
+5%
减持
CEG
CONSTELLATION ENERGY CORP
-$88.7K
1,031
-3%
增持
DIA
STATE STR SPDR DOW JONES IND
+$86.5K
1,244
+22%
增持
EFV
ISHARES TR
+$83.4K
16,634
+3%
增持
INTC
INTEL CORP
+$81.6K
11,161
+0%
增持
NEE
NEXTERA ENERGY INC
+$81.5K
6,221
+1%
增持
ABT
ABBOTT LABORATORIES
-$74.9K
3,345
+0%
减持
ITOT
ISHARES TR
-$71.0K
2,120
-15%
减持
SYK
STRYKER CORPORATION
-$64.0K
956
-11%
增持
MCD
MCDONALDS CORP
+$60.4K
1,967
+9%
建仓
PTLO
PORTILLOS INC
+$53.4K
10,098
减持
IVW
ISHARES TR
-$50.0K
4,638
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$48.2K
2,570
+1%
增持
V
VISA INC
-$47.3K
981
+0%
增持
IVV
ISHARES TR
-$44.2K
1,738
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.8K
6,146
-1%
增持
WMT
WALMART INC
+$42.6K
3,271
+0%
增持
NVS
NOVARTIS AG
+$41.9K
2,399
+2%
增持
ABBV
ABBVIE INC
-$39.3K
3,738
+0%
增持
ARKK
ARK ETF TR
-$38.5K
7,595
+6%
增持
AMGN
AMGEN INC
+$37.3K
1,289
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$36.1K
269
+0%
增持
MO
ALTRIA GROUP INC
+$35.4K
4,191
+0%
增持
TJX
TJX COS INC NEW
+$31.8K
4,897
+0%
增持
MS
MORGAN STANLEY
-$31.5K
2,464
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$24.7K
20,229
+6%
增持
CL
COLGATE PALMOLIVE CO
+$23.0K
3,462
+1%
增持
SUSL
ISHARES TR
-$22.1K
3,404
+1%
增持
IEFA
ISHARES TR
+$21.8K
7,121
+2%
增持
SPSM
SPDR SERIES TRUST
+$18.5K
12,670
+0%
增持
SJNK
SPDR SERIES TRUST
+$18.1K
29,546
+4%
增持
SBUX
STARBUCKS CORP
+$14.7K
2,513
+1%
增持
EFIV
SPDR SERIES TRUST
-$13.9K
4,554
+0%
增持
DGRW
WISDOMTREE TR
-$13.0K
9,292
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$9.0K
9,442
-1%
增持
LRGG
NOMURA ETF TR
+$7.5K
57,581
+16%
增持
CSCO
CISCO SYS INC
+$6.6K
3,645
+2%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$5.3K
9,102
+1%
增持
ITA
ISHARES TR
+$4.8K
1,190
+0%
减持
NFLX
NETFLIX INC.
+$3.6K
6,035
-2%
减持
PEP
PEPSICO INC
+$3.3K
1,394
-6%
