Horizon Investment Services, LLC
HAMMOND IN · SEC CIK 0001426940
$3.60亿2026Q2 申报市值
143持仓数
38.3%前十大占比 · 第一大 6.4%
20 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DELL 加仓+$481.14万
STT 新建仓+$478.70万
SANM 新建仓+$273.12万
SNX 新建仓+$263.68万
WAB 新建仓+$169.69万
2026Q2 卖出最多 按季末市值估算
HIG 减仓-$424.67万
FLS 清仓-$264.40万
PGR 减仓-$259.21万
SCHW 清仓-$245.28万
BKNG 清仓-$235.80万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $2,316.11万 | 6.44% | 53,449 | -1,167 | -2.1% | -$50.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,194.13万 | 6.10% | 109,657 | -47 | -0.0% | -$9,404 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,683.36万 | 4.68% | 14,583 | -1,335 | -8.4% | -$154.10万 | 减仓 |
| GOOGL | ALPHABET INC | $1,592.83万 | 4.43% | 44,570 | -873 | -1.9% | -$31.20万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,461.50万 | 4.07% | 184,930 | -14,349 | -7.2% | -$113.40万 | 减仓 |
| AVGO | BROADCOM INC | $1,110.38万 | 3.09% | 29,394 | -633 | -2.1% | -$23.91万 | 减仓 |
| FIX | COMFORT SYS USA INC | $978.49万 | 2.72% | 4,936 | -207 | -4.0% | -$41.03万 | 减仓 |
| AAPL | APPLE INC | $844.42万 | 2.35% | 29,182 | -469 | -1.6% | -$13.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $823.06万 | 2.29% | 11,383 | -183 | -1.6% | -$13.23万 | 减仓 |
| KLAC | KLA CORP | $781.34万 | 2.17% | 25,896 | -474 | -1.8% | -$14.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $774.59万 | 2.15% | 17,952 | 11,151 | 164.0% | $481.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $757.41万 | 2.11% | 20,304 | 418 | 2.1% | $15.59万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $741.77万 | 2.06% | 316,455 | -32,678 | -9.4% | -$76.60万 | 减仓 |
| APP | APPLOVIN CORP | $705.40万 | 1.96% | 13,691 | -730 | -5.1% | -$37.61万 | 减仓 |
| APH | AMPHENOL CORP | $677.85万 | 1.89% | 38,444 | -13 | -0.0% | -$2,292 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $646.98万 | 1.80% | 7,708 | -1,046 | -11.9% | -$87.80万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $632.05万 | 1.76% | 104,834 | 5,073 | 5.1% | $30.59万 | 加仓 |
| AMZN | AMAZON COM INC | $629.79万 | 1.75% | 26,424 | 968 | 3.8% | $23.07万 | 加仓 |
| EME | EMCOR GROUP INC | $604.49万 | 1.68% | 7,284 | -15 | -0.2% | -$1.24万 | 减仓 |
| V | VISA INC | $581.30万 | 1.62% | 16,943 | 1,063 | 6.7% | $36.47万 | 加仓 |
| LLY | ELI LILLY & CO | $561.61万 | 1.56% | 4,682 | 1,185 | 33.9% | $142.14万 | 加仓 |
| NTRS | NORTHERN TR CORP | $548.61万 | 1.53% | 31,558 | 2,239 | 7.6% | $38.92万 | 加仓 |
| JBL | JABIL INC | $526.04万 | 1.46% | 13,646 | 1,338 | 10.9% | $51.58万 | 加仓 |
| META | META PLATFORMS INC | $524.23万 | 1.46% | 9,306 | 251 | 2.8% | $14.14万 | 加仓 |
| STT | STATE STR CORP | $478.70万 | 1.33% | 28,225 | 28,225 | — | $478.70万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $443.84万 | 1.23% | 50,488 | -17 | -0.0% | -$1,494 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $435.91万 | 1.21% | 5,837 | -183 | -3.0% | -$13.67万 | 减仓 |
| IWB | ISHARES TR | $427.40万 | 1.19% | 10,437 | -74 | -0.7% | -$3.03万 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $422.85万 | 1.18% | 35,501 | 567 | 1.6% | $6.75万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $414.74万 | 1.15% | 12,261 | -310 | -2.5% | -$10.49万 | 减仓 |
| GOOG | ALPHABET INC | $358.34万 | 1.00% | 10,141 | 433 | 4.5% | $15.30万 | 加仓 |
| CB | CHUBB LIMITED | $349.22万 | 0.97% | 10,248 | -326 | -3.1% | -$11.11万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $340.59万 | 0.95% | 74,871 | -3,160 | -4.0% | -$14.37万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $337.63万 | 0.94% | 18,053 | -8,289 | -31.5% | -$155.02万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $316.05万 | 0.88% | 23,101 | 362 | 1.6% | $4.95万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $294.73万 | 0.82% | 14,619 | -1,457 | -9.1% | -$29.37万 | 减仓 |
| FTI | TECHNIPFMC PLC | $283.29万 | 0.79% | 42,728 | 6,834 | 19.0% | $45.31万 | 加仓 |
| IMCG | ISHARES TR | $274.04万 | 0.76% | 27,878 | 948 | 3.5% | $9.32万 | 加仓 |
| SANM | SANMINA CORP | $273.12万 | 0.76% | 10,792 | 10,792 | — | $273.12万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $269.34万 | 0.75% | 16,673 | 119 | 0.7% | $1.92万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $263.68万 | 0.73% | 9,863 | 9,863 | — | $263.68万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $261.73万 | 0.73% | 16,012 | 8 | 0.0% | $1,308 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $251.43万 | 0.70% | 52,065 | 1,049 | 2.1% | $5.07万 | 加仓 |
| GMED | GLOBUS MED INC | $251.08万 | 0.70% | 31,778 | 2,619 | 9.0% | $20.69万 | 加仓 |
| ENVA | ENOVA INTL INC | $243.38万 | 0.68% | 10,110 | 576 | 6.0% | $13.87万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $225.36万 | 0.63% | 28,793 | -2,099 | -6.8% | -$16.43万 | 减仓 |
| POWL | POWELL INDS INC | $220.04万 | 0.61% | 7,684 | -1,316 | -14.6% | -$37.68万 | 减仓 |
| AEE | AMEREN CORP | $214.10万 | 0.60% | 18,939 | 19 | 0.1% | $2,148 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $209.50万 | 0.58% | 8,187 | -527 | -6.0% | -$13.49万 | 减仓 |
| WAB | WABTEC | $169.69万 | 0.47% | 6,294 | 6,294 | — | $169.69万 | 新建仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $169.64万 | 0.47% | 15,957 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $152.31万 | 0.42% | 6,295 | 2,372 | 60.5% | $57.39万 | 加仓 |
| EZPW | EZCORP INC | $150.40万 | 0.42% | 43,506 | 43,506 | — | $150.40万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $140.83万 | 0.39% | 20,124 | -187 | -0.9% | -$1.31万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $139.43万 | 0.39% | 16,186 | 340 | 2.1% | $2.93万 | 加仓 |
| ISCF | ISHARES TR | $138.66万 | 0.39% | 32,029 | 561 | 1.8% | $2.43万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $138.25万 | 0.38% | 29,789 | 29,789 | — | $138.25万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $127.58万 | 0.35% | 5,407 | 5,407 | — | $127.58万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $114.16万 | 0.32% | 16,023 | 393 | 2.5% | $2.80万 | 加仓 |
| IGIB | ISHARES TR | $103.08万 | 0.29% | 19,387 | -150 | -0.8% | -$7,976 | 减仓 |
| RELY | REMITLY GLOBAL INC | $101.75万 | 0.28% | 45,403 | 45,403 | — | $101.75万 | 新建仓 |
| TSLA | TESLA INC | $97.37万 | 0.27% | 2,315 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $96.97万 | 0.27% | 3,990 | 8 | 0.2% | $1,944 | 加仓 |
| VTV | VANGUARD INDEX FDS | $95.31万 | 0.27% | 4,373 | 90 | 2.1% | $1.96万 | 加仓 |
| DGII | DIGI INTL INC | $94.54万 | 0.26% | 12,614 | 4,244 | 50.7% | $31.81万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $92.71万 | 0.26% | 5,866 | 188 | 3.3% | $2.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $87.17万 | 0.24% | 1,742 | 20 | 1.2% | $1.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $85.66万 | 0.24% | 29,578 | 70 | 0.2% | $2,027 | 加仓 |
| GWW | WW GRAINGER INC | $80.54万 | 0.22% | 592 | -1 | -0.2% | -$1,360 | 减仓 |
| BP | BP PLC | $80.20万 | 0.22% | 21,705 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $78.06万 | 0.22% | 10,633 | -635 | -5.6% | -$4.66万 | 减仓 |
| DGRO | ISHARES TR | $76.10万 | 0.21% | 10,041 | -199 | -1.9% | -$1.51万 | 减仓 |
| IWF | ISHARES TR | $75.20万 | 0.21% | 6,056 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $75.11万 | 0.21% | 2,029 | -42 | -2.0% | -$1.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.10万 | 0.20% | 781 | -4 | -0.5% | -$3,744 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $69.14万 | 0.19% | 2,065 | -100 | -4.6% | -$3.35万 | 减仓 |
| — | EXXON MOBIL CORP | $68.25万 | 0.19% | 4,992 | -37 | -0.7% | -$5,059 | 减仓 |
| PGR | PROGRESSIVE CORP | $66.98万 | 0.19% | 3,066 | -11,865 | -79.5% | -$259.21万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $66.20万 | 0.18% | 3,659 | -34 | -0.9% | -$6,152 | 减仓 |
| ATEN | A10 NETWORKS INC | $63.89万 | 0.18% | 17,102 | 17,102 | — | $63.89万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $62.23万 | 0.17% | 1,901 | 7 | 0.4% | $2,291 | 加仓 |
| ENS | ENERSYS | $58.55万 | 0.16% | 2,504 | 250 | 11.1% | $5.85万 | 加仓 |
| ASML | ASML HLDG NV | $56.50万 | 0.16% | 284 | -3 | -1.0% | -$5,968 | 减仓 |
| IWD | ISHARES TR | $55.95万 | 0.16% | 2,308 | 0 | 0.0% | — | 不变 |
| CVSA | COVISTA INC | $53.83万 | 0.15% | 4,318 | 307 | 7.7% | $3.83万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.49万 | 0.15% | 1,120 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $52.10万 | 0.14% | 21,900 | -6,885 | -23.9% | -$16.38万 | 减仓 |
| AROC | ARCHROCK INC | $51.34万 | 0.14% | 12,612 | -2,129 | -14.4% | -$8.67万 | 减仓 |
| SM | SM ENERGY COMPANY | $51.14万 | 0.14% | 19,595 | 19,595 | — | $51.14万 | 新建仓 |
| NI | NISOURCE INC | $49.26万 | 0.14% | 10,360 | 38 | 0.4% | $1,807 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $47.04万 | 0.13% | 6,092 | -309 | -4.8% | -$2.39万 | 减仓 |
| IJR | ISHARES TR | $45.89万 | 0.13% | 3,094 | 1 | 0.0% | $148 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $45.75万 | 0.13% | 4,741 | 77 | 1.7% | $7,430 | 加仓 |
| IVV | ISHARES TR | $45.21万 | 0.13% | 603 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $45.11万 | 0.13% | 2,618 | -15 | -0.6% | -$2,585 | 减仓 |
| OOMA | OOMA INC | $44.91万 | 0.12% | 23,365 | 23,365 | — | $44.91万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $44.85万 | 0.12% | 1,766 | -2 | -0.1% | -$508 | 减仓 |
| WMT | WALMART INC | $44.83万 | 0.12% | 3,958 | -137 | -3.3% | -$1.55万 | 减仓 |
| EFA | ISHARES TR | $42.82万 | 0.12% | 4,122 | 0 | 0.0% | — | 不变 |
| FLYW | FLYWIRE CORPORATION | $42.04万 | 0.12% | 23,925 | 23,925 | — | $42.04万 | 新建仓 |