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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $7,763.79万 | 0.87% | 1,211,578 | 628,701 | 107.9% | $4,028.72万 | 加仓 |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $8,167.18万 | 0.91% | 3,146,064 | 800,166 | 34.1% | $2,077.23万 | 加仓 |
| AVGO | BROADCOM INC COM | $9,047.81万 | 1.01% | 292,327 | -74,589 | -20.3% | -$2,308.60万 | 减仓 |
| AMZN | AMAZON COM INC COM | $9,125.37万 | 1.02% | 438,151 | 53,229 | 13.8% | $1,108.60万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE | $9,406.04万 | 1.05% | 2,777,922 | 1,437,005 | 107.2% | $4,865.70万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $9,449.48万 | 1.06% | 439,388 | 309,363 | 237.9% | $6,653.16万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN VOL | $1.21亿 | 1.35% | 1,303,499 | 111,805 | 9.4% | $1,036.88万 | 加仓 |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIF | $1.31亿 | 1.47% | 2,261,818 | 131,578 | 6.2% | $762.36万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.39亿 | 1.56% | 484,257 | -22,737 | -4.5% | -$653.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S | $1.51亿 | 1.69% | 787,644 | 803 | 0.1% | $15.41万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.63亿 | 1.83% | 440,743 | 27,942 | 6.8% | $1,034.33万 | 加仓 |
| SPAB | SPDR SERIES TRUST STATE STREET | $1.84亿 | 2.06% | 7,169,907 | 82,298 | 1.2% | $210.85万 | 加仓 |
| BIL | SPDR SERIES TRUST STATE STREET | $1.92亿 | 2.15% | 2,106,472 | 2,037,332 | 2,946.7% | $1.86亿 | 加仓 |
| SPEM | SPDR INDEX SHS FDS STATE STREE | $1.92亿 | 2.15% | 4,103,234 | 76,372 | 1.9% | $358.26万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS STATE STREE | $2.18亿 | 2.44% | 4,774,505 | -31,151 | -0.6% | -$142.20万 | 减仓 |
| AAPL | APPLE INC COM | $2.20亿 | 2.46% | 866,987 | 256,433 | 42.0% | $6,502.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2.54亿 | 2.85% | 1,457,794 | 119,903 | 9.0% | $2,091.11万 | 加仓 |
| SPYV | SPDR SERIES TRUST STATE STREET | $3.02亿 | 3.38% | 5,332,176 | 1,461,146 | 37.7% | $8,267.16万 | 加仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $3.40亿 | 3.80% | 4,064,751 | 207,094 | 5.4% | $1,730.68万 | 加仓 |
| SPYG | SPDR SERIES TRUST STATE STREET | $6.26亿 | 7.00% | 6,388,843 | 999,585 | 18.5% | $9,786.94万 | 加仓 |