Horizon Investments, LLC
Charlotte NC · SEC CIK 0001560717
$89.34亿2026Q1 申报市值
1,404持仓数
30.1%前十大占比 · 第一大 7.0%
191 / 88新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BIL 加仓+$1.86亿
SPYG 加仓+$9,786.94万
SPYV 加仓+$8,267.16万
VIG 加仓+$6,653.16万
AAPL 加仓+$6,502.12万
2026Q1 卖出最多 按季末市值估算
EWY 减仓-$4,727.85万
SRLN 减仓-$4,651.64万
AVGO 减仓-$2,308.60万
SPSB 减仓-$2,231.72万
HYLB 减仓-$2,165.82万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC COM NEW | $710.11万 | 0.08% | 62,908 | 848 | 1.4% | $9.57万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $711.25万 | 0.08% | 30,952 | -6,611 | -17.6% | -$151.91万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F U | $715.75万 | 0.08% | 89,986 | 43,111 | 92.0% | $342.90万 | 加仓 |
| INTC | INTEL CORP COM | $728.17万 | 0.08% | 165,006 | 27,922 | 20.4% | $123.22万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $739.42万 | 0.08% | 88,553 | -9,219 | -9.4% | -$76.98万 | 减仓 |
| BWA | BORGWARNER INC COM | $740.56万 | 0.08% | 136,483 | 45,540 | 50.1% | $247.10万 | 加仓 |
| DIS | DISNEY WALT CO COM | $740.57万 | 0.08% | 76,839 | 9,132 | 13.5% | $88.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $745.72万 | 0.08% | 57,306 | -849 | -1.5% | -$11.05万 | 减仓 |
| COKE | COCA COLA CONS INC COM | $750.95万 | 0.08% | 39,216 | -10,457 | -21.1% | -$200.24万 | 减仓 |
| GLW | CORNING INC COM | $764.76万 | 0.09% | 56,245 | 8,558 | 17.9% | $116.36万 | 加仓 |
| EOG | EOG RES INC COM | $765.30万 | 0.09% | 53,346 | 10,787 | 25.3% | $154.75万 | 加仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $772.04万 | 0.09% | 71,406 | -60,912 | -46.0% | -$658.58万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $772.27万 | 0.09% | 65,386 | 61,957 | 1,806.9% | $731.77万 | 加仓 |
| GRMN | GARMIN LTD SHS | $774.73万 | 0.09% | 33,392 | 23,691 | 244.2% | $549.65万 | 加仓 |
| RBC | RBC BEARINGS INC COM | $777.26万 | 0.09% | 14,311 | 2,340 | 19.5% | $127.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $778.90万 | 0.09% | 9,207 | -6,097 | -39.8% | -$515.80万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $782.61万 | 0.09% | 10,129 | 6,237 | 160.3% | $481.90万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $782.80万 | 0.09% | 25,961 | -19,126 | -42.4% | -$576.71万 | 减仓 |
| MKC | MCCORMICK CO INC COM NON VTG | $782.83万 | 0.09% | 156,598 | 145,100 | 1,262.0% | $725.35万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $783.06万 | 0.09% | 59,803 | -3,849 | -6.0% | -$50.40万 | 减仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $783.24万 | 0.09% | 89,238 | 46,058 | 106.7% | $404.25万 | 加仓 |
| EQIX | EQUINIX INC COM | $785.17万 | 0.09% | 8,010 | 381 | 5.0% | $37.35万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $789.40万 | 0.09% | 16,060 | 533 | 3.4% | $26.20万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $799.90万 | 0.09% | 129,099 | 46,161 | 55.7% | $286.01万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $802.09万 | 0.09% | 63,018 | 61,069 | 3,133.4% | $777.29万 | 加仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $808.74万 | 0.09% | 124,940 | 65,327 | 109.6% | $422.86万 | 加仓 |
| ADBE | ADOBE INC COM | $809.21万 | 0.09% | 33,290 | 9,743 | 41.4% | $236.83万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN C | $812.78万 | 0.09% | 40,003 | 13,859 | 53.0% | $281.59万 | 加仓 |
| SNX | TD SYNNEX CORPORATION COM | $813.54万 | 0.09% | 48,336 | 48,336 | — | $813.54万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $813.95万 | 0.09% | 38,354 | -5,439 | -12.4% | -$115.43万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $818.75万 | 0.09% | 107,278 | 7,200 | 7.2% | $54.95万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $826.14万 | 0.09% | 35,863 | 19,455 | 118.6% | $448.17万 | 加仓 |
| IJH | ISHARES TR CORE SP MCP ETF | $827.53万 | 0.09% | 122,542 | 62,316 | 103.5% | $420.82万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $828.84万 | 0.09% | 339,273 | -49,150 | -12.7% | -$120.07万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $829.02万 | 0.09% | 270,214 | 139,450 | 106.6% | $427.83万 | 加仓 |
| MLI | MUELLER INDS INC COM | $830.18万 | 0.09% | 74,926 | 2,727 | 3.8% | $30.22万 | 加仓 |
| BX | BLACKSTONE INC COM | $837.29万 | 0.09% | 73,492 | 44,573 | 154.1% | $507.82万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $846.28万 | 0.09% | 142,137 | -16,753 | -10.5% | -$99.75万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $848.10万 | 0.09% | 131,264 | 122,611 | 1,417.0% | $792.19万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $857.54万 | 0.10% | 67,908 | 43,439 | 177.5% | $548.55万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR STATE ST | $858.29万 | 0.10% | 187,032 | 117,195 | 167.8% | $537.81万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM | $859.00万 | 0.10% | 42,075 | 40,530 | 2,623.3% | $827.46万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $860.62万 | 0.10% | 72,835 | 40,036 | 122.1% | $473.07万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $862.15万 | 0.10% | 24,979 | 1,344 | 5.7% | $46.39万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $872.67万 | 0.10% | 44,043 | 7,706 | 21.2% | $152.69万 | 加仓 |
| SPGI | SP GLOBAL INC COM | $884.58万 | 0.10% | 20,797 | -1,039 | -4.8% | -$44.19万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR STATE ST | $885.28万 | 0.10% | 54,738 | 27,568 | 101.5% | $445.86万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $885.64万 | 0.10% | 86,802 | 27,633 | 46.7% | $281.94万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $892.82万 | 0.10% | 30,038 | 5,276 | 21.3% | $156.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $906.33万 | 0.10% | 46,194 | 9,500 | 25.9% | $186.39万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $908.28万 | 0.10% | 347,732 | 16,792 | 5.1% | $43.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $922.06万 | 0.10% | 128,188 | -21,599 | -14.4% | -$155.36万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $925.94万 | 0.10% | 32,630 | 3,112 | 10.5% | $88.31万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC CO | $927.56万 | 0.10% | 24,416 | 5,601 | 29.8% | $212.78万 | 加仓 |
| GM | GENERAL MTRS CO COM | $929.46万 | 0.10% | 124,760 | 8,070 | 6.9% | $60.12万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $936.12万 | 0.10% | 68,721 | 17,763 | 34.9% | $241.97万 | 加仓 |
| MMM | 3M CO COM | $939.06万 | 0.11% | 64,660 | 45,666 | 240.4% | $663.21万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $952.10万 | 0.11% | 238,921 | 31,492 | 15.2% | $125.50万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $973.21万 | 0.11% | 100,882 | 86,510 | 601.9% | $834.56万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $977.66万 | 0.11% | 27,242 | 8,645 | 46.5% | $310.25万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC COM | $982.59万 | 0.11% | 46,456 | 31,741 | 215.7% | $671.35万 | 加仓 |
| ROST | ROSS STORES INC COM | $986.29万 | 0.11% | 45,529 | 22,643 | 98.9% | $490.52万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $998.84万 | 0.11% | 58,456 | 33,683 | 136.0% | $575.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $999.99万 | 0.11% | 36,956 | -359 | -1.0% | -$9.71万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $1,005.32万 | 0.11% | 141,197 | 19,943 | 16.4% | $141.99万 | 加仓 |
| OVV | OVINTIV INC COM | $1,012.89万 | 0.11% | 170,635 | 166,653 | 4,185.2% | $989.25万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR STATE ST | $1,014.45万 | 0.11% | 123,744 | 66,978 | 118.0% | $549.09万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1,016.84万 | 0.11% | 223,531 | 6,780 | 3.1% | $30.84万 | 加仓 |
| QCOM | QUALCOMM INC COM | $1,037.95万 | 0.12% | 80,599 | -14,799 | -15.5% | -$190.58万 | 减仓 |
| MTB | M T BK CORP COM | $1,055.10万 | 0.12% | 51,040 | -2,761 | -5.1% | -$57.08万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC S | $1,056.90万 | 0.12% | 31,274 | -43,346 | -58.1% | -$1,464.88万 | 减仓 |
| MRSH | MARSH MCLENNAN COS INC COM | $1,056.98万 | 0.12% | 61,253 | 22,998 | 60.1% | $396.85万 | 加仓 |
| WFC | WELLS FARGO CO COM | $1,060.32万 | 0.12% | 133,946 | 1,349 | 1.0% | $10.68万 | 加仓 |
| ETN | EATON CORP PLC SHS | $1,061.87万 | 0.12% | 29,771 | 5,246 | 21.4% | $187.11万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,063.86万 | 0.12% | 161,216 | -19,708 | -10.9% | -$130.05万 | 减仓 |
| UNP | UNION PAC CORP COM | $1,067.99万 | 0.12% | 44,019 | 2,201 | 5.3% | $53.40万 | 加仓 |
| KEY | KEYCORP COM | $1,069.52万 | 0.12% | 533,426 | 107,321 | 25.2% | $215.18万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $1,075.63万 | 0.12% | 36,877 | 8,424 | 29.6% | $245.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $1,083.78万 | 0.12% | 45,041 | 9,054 | 25.2% | $217.86万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,088.18万 | 0.12% | 117,160 | -1,482 | -1.2% | -$13.76万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN C | $1,088.94万 | 0.12% | 189,118 | 39,507 | 26.4% | $227.48万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1,091.12万 | 0.12% | 24,435 | 13,060 | 114.8% | $583.18万 | 加仓 |
| — | HONEYWELL INTL INC COM | $1,097.01万 | 0.12% | 48,534 | 9,104 | 23.1% | $205.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS SP 500 ETF | $1,116.70万 | 0.12% | 18,688 | 4,914 | 35.7% | $293.64万 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A | $1,118.82万 | 0.13% | 524,773 | 104,325 | 24.8% | $222.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,121.63万 | 0.13% | 24,331 | -7,264 | -23.0% | -$334.86万 | 减仓 |
| APH | AMPHENOL CORP CL A | $1,126.93万 | 0.13% | 89,191 | -12,025 | -11.9% | -$151.94万 | 减仓 |
| WWD | WOODWARD INC COM | $1,135.86万 | 0.13% | 31,735 | 31,014 | 4,301.5% | $1,110.05万 | 加仓 |
| FDX | FEDEX CORP COM | $1,144.58万 | 0.13% | 32,135 | 9,431 | 41.5% | $335.91万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1,155.05万 | 0.13% | 19,111 | 11,776 | 160.5% | $711.73万 | 加仓 |
| THC | TENET HEALTHCARE CORP COM NEW | $1,168.06万 | 0.13% | 61,897 | 31,845 | 106.0% | $600.95万 | 加仓 |
| AA | ALCOA CORP COM | $1,185.43万 | 0.13% | 178,717 | 39,646 | 28.5% | $262.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $1,197.73万 | 0.13% | 60,916 | 25,986 | 74.4% | $510.94万 | 加仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $1,212.08万 | 0.14% | 132,656 | 44,774 | 50.9% | $409.10万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,229.38万 | 0.14% | 29,500 | -1,060 | -3.5% | -$44.17万 | 减仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1,230.54万 | 0.14% | 58,872 | 16,795 | 39.9% | $351.05万 | 加仓 |
| NUE | NUCOR CORP COM | $1,234.07万 | 0.14% | 72,979 | 14,615 | 25.0% | $247.14万 | 加仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $1,246.87万 | 0.14% | 144,934 | -192,103 | -57.0% | -$1,652.66万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1,258.91万 | 0.14% | 8,550 | 1,156 | 15.6% | $170.21万 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $1,259.23万 | 0.14% | 38,635 | 4,476 | 13.1% | $145.89万 | 加仓 |