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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST STATE STREET | $6.26亿 | 7.00% | 6,388,843 | 999,585 | 18.5% | $9,786.94万 | 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 |
| 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 |
| NVDA | NVIDIA CORPORATION COM | $2.54亿 | 2.85% | 1,457,794 | 119,903 | 9.0% | $2,091.11万 | 加仓 |
| AAPL | APPLE INC COM | $2.20亿 | 2.46% | 866,987 | 256,433 | 42.0% | $6,502.12万 | 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 |
| SPEM | SPDR INDEX SHS FDS STATE STREE | $1.92亿 | 2.15% | 4,103,234 | 76,372 | 1.9% | $358.26万 | 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 |
| SPAB | SPDR SERIES TRUST STATE STREET | $1.84亿 | 2.06% | 7,169,907 | 82,298 | 1.2% | $210.85万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $1.63亿 | 1.83% | 440,743 | 27,942 | 6.8% | $1,034.33万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S | $1.51亿 | 1.69% | 787,644 | 803 | 0.1% | $15.41万 | 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 |
| MAGS | LISTED FDS TR ROUNDHILL MAGNIF | $1.31亿 | 1.47% | 2,261,818 | 131,578 | 6.2% | $762.36万 | 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 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $9,449.48万 | 1.06% | 439,388 | 309,363 | 237.9% | $6,653.16万 | 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 |
| AMZN | AMAZON COM INC COM | $9,125.37万 | 1.02% | 438,151 | 53,229 | 13.8% | $1,108.60万 | 加仓 |
| AVGO | BROADCOM INC COM | $9,047.81万 | 1.01% | 292,327 | -74,589 | -20.3% | -$2,308.60万 | 减仓 |
| 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 |
| 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 |
| IEMG | ISHARES INC CORE MSCI EMKT | $7,743.85万 | 0.87% | 1,110,229 | 59,535 | 5.7% | $415.26万 | 加仓 |
| META | META PLATFORMS INC CL A | $7,489.52万 | 0.84% | 130,906 | 25,847 | 24.6% | $1,478.78万 | 加仓 |
| — | EXXON MOBIL CORP COM | $6,661.26万 | 0.75% | 392,624 | 32,691 | 9.1% | $554.64万 | 加仓 |
| IJR | ISHARES TR CORE SP SCP ETF | $6,476.70万 | 0.72% | 521,012 | 270,705 | 108.1% | $3,365.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $6,188.53万 | 0.69% | 129,143 | 23,681 | 22.5% | $1,134.79万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $6,137.80万 | 0.69% | 319,994 | 16,294 | 5.4% | $312.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR STATE ST | $6,103.54万 | 0.68% | 459,258 | 262,273 | 133.1% | $3,485.61万 | 加仓 |
| JNJ | JOHNSON JOHNSON COM | $6,070.11万 | 0.68% | 248,327 | 20,907 | 9.2% | $511.05万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR TOTA | $5,791.97万 | 0.65% | 1,274,360 | 692,833 | 119.1% | $3,148.93万 | 加仓 |
| DGRO | ISHARES TR CORE DIV GRWTH | $5,719.24万 | 0.64% | 814,939 | 14,745 | 1.8% | $103.48万 | 加仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $5,698.48万 | 0.64% | 1,079,666 | -334 | -0.0% | -$1.76万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR INTL SMC | $5,268.14万 | 0.59% | 527,553 | -65,788 | -11.1% | -$656.96万 | 减仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $5,219.84万 | 0.58% | 529,396 | 281,731 | 113.8% | $2,777.87万 | 加仓 |
| LLY | ELI LILLY CO COM | $4,909.92万 | 0.55% | 53,382 | -1,827 | -3.3% | -$168.04万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F C | $4,615.55万 | 0.52% | 988,340 | 538,933 | 119.9% | $2,516.82万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $4,328.43万 | 0.48% | 209,204 | 18,577 | 9.7% | $384.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $3,953.03万 | 0.44% | 117,009 | -36,695 | -23.9% | -$1,239.70万 | 减仓 |
| WMT | WALMART INC COM | $3,863.75万 | 0.43% | 311,492 | 24,053 | 8.4% | $298.35万 | 加仓 |
| JPM | JPMORGAN CHASE CO COM | $3,844.21万 | 0.43% | 131,354 | 6,219 | 5.0% | $182.01万 | 加仓 |
| IUSG | ISHARES TR CORE SP US GWT | $3,676.91万 | 0.41% | 237,052 | 127,820 | 117.0% | $1,982.62万 | 加仓 |
| TSLA | TESLA INC COM | $3,594.49万 | 0.40% | 96,691 | 11,902 | 14.0% | $442.46万 | 加仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $3,553.40万 | 0.40% | 722,529 | 204,787 | 39.6% | $1,007.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $3,544.35万 | 0.40% | 35,622 | 7,727 | 27.7% | $768.83万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL I | $3,407.46万 | 0.38% | 712,410 | 1,389 | 0.2% | $6.64万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $3,369.00万 | 0.38% | 230,312 | 59,118 | 34.5% | $864.78万 | 加仓 |
| MRK | MERCK CO INC COM | $3,340.00万 | 0.37% | 277,662 | 18,625 | 7.2% | $224.04万 | 加仓 |
| PG | PROCTER GAMBLE CO COM | $3,278.34万 | 0.37% | 228,679 | 27,928 | 13.9% | $400.38万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II K | $3,205.38万 | 0.36% | 405,129 | 7,913 | 2.0% | $62.61万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR STATE ST | $3,203.70万 | 0.36% | 288,986 | 19,173 | 7.1% | $212.55万 | 加仓 |
| IEFA | ISHARES TR CORE MSCI EAFE | $2,943.73万 | 0.33% | 325,166 | 205,506 | 171.7% | $1,860.45万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $2,813.62万 | 0.31% | 82,320 | -129 | -0.2% | -$4.41万 | 减仓 |
| V | VISA INC COM CL A | $2,781.69万 | 0.31% | 92,228 | 12,633 | 15.9% | $381.02万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $2,695.86万 | 0.30% | 54,047 | 5,659 | 11.7% | $282.27万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $2,687.10万 | 0.30% | 93,673 | 13,422 | 16.7% | $385.02万 | 加仓 |
| SPHY | SPDR SERIES TRUST STATE STREET | $2,679.53万 | 0.30% | 1,586,460 | 42,728 | 2.8% | $72.17万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR STATE STREE | $2,669.63万 | 0.30% | 677,572 | -170,172 | -20.1% | -$670.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,588.19万 | 0.29% | 121,136 | 1,258 | 1.0% | $26.88万 | 加仓 |
| NFLX | NETFLIX INC. COM | $2,564.59万 | 0.29% | 266,728 | -4,785 | -1.8% | -$46.01万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $2,551.38万 | 0.29% | 125,418 | 51,389 | 69.4% | $1,045.41万 | 加仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $2,462.23万 | 0.28% | 291,595 | 5,794 | 2.0% | $48.92万 | 加仓 |
| KO | COCA COLA CO COM | $2,450.54万 | 0.27% | 322,227 | 38,161 | 13.4% | $290.21万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F B | $2,448.68万 | 0.27% | 338,169 | 4,919 | 1.5% | $35.62万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $2,347.81万 | 0.26% | 73,798 | 28,818 | 64.1% | $916.82万 | 加仓 |
| KRE | SPDR SERIES TRUST STATE STREET | $2,343.25万 | 0.26% | 359,670 | 7,045 | 2.0% | $45.90万 | 加仓 |
| NEM | NEWMONT CORP COM | $2,328.66万 | 0.26% | 215,119 | -9,745 | -4.3% | -$105.49万 | 减仓 |
| WMB | WILLIAMS COS INC COM | $2,251.05万 | 0.25% | 309,295 | 118,253 | 61.9% | $860.65万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $2,250.91万 | 0.25% | 136,138 | 25,429 | 23.0% | $420.44万 | 加仓 |
| T | ATT INC COM | $2,243.45万 | 0.25% | 781,961 | 68,610 | 9.6% | $196.84万 | 加仓 |
| LGLV | SPDR SERIES TRUST STATE STREET | $2,162.03万 | 0.24% | 121,394 | 41,822 | 52.6% | $744.85万 | 加仓 |
| HD | HOME DEPOT INC COM | $2,161.70万 | 0.24% | 65,727 | 2,308 | 3.6% | $75.91万 | 加仓 |
| GEV | GE VERNOVA INC COM | $2,151.70万 | 0.24% | 24,650 | 616 | 2.6% | $53.77万 | 加仓 |
| LIN | LINDE PLC SHS | $2,140.49万 | 0.24% | 43,176 | 16,818 | 63.8% | $833.77万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,062.81万 | 0.23% | 66,373 | 9,525 | 16.8% | $296.03万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $2,043.36万 | 0.23% | 155,946 | 34,330 | 28.2% | $449.83万 | 加仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $2,023.73万 | 0.23% | 281,856 | 146,665 | 108.5% | $1,053.05万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1,976.28万 | 0.22% | 94,095 | 21,664 | 29.9% | $455.01万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $1,975.71万 | 0.22% | 141,760 | 9,445 | 7.1% | $131.63万 | 加仓 |
| TJX | TJX COS INC NEW COM | $1,973.24万 | 0.22% | 123,559 | 15,039 | 13.9% | $240.17万 | 加仓 |
| AR | ANTERO RESOURCES CORP COM | $1,961.80万 | 0.22% | 462,253 | 91,214 | 24.6% | $387.11万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,928.79万 | 0.22% | 89,420 | -50,221 | -36.0% | -$1,083.27万 | 减仓 |
| JMBS | JANUS DETROIT STR TR HENDERSON | $1,886.78万 | 0.21% | 419,377 | -131,823 | -23.9% | -$593.07万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I C | $1,874.75万 | 0.21% | 64,942 | 48,265 | 289.4% | $1,393.31万 | 加仓 |
| ORCL | ORACLE CORP COM | $1,871.36万 | 0.21% | 127,651 | -9,087 | -6.6% | -$133.22万 | 减仓 |
| PEP | PEPSICO INC COM | $1,818.17万 | 0.20% | 117,082 | 28,896 | 32.8% | $448.73万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,804.69万 | 0.20% | 307,705 | 34,468 | 12.6% | $202.15万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $1,745.66万 | 0.20% | 51,098 | 7,773 | 17.9% | $265.55万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F I | $1,711.95万 | 0.19% | 375,016 | 202,313 | 117.1% | $923.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR STATE ST | $1,690.74万 | 0.19% | 115,322 | 59,350 | 106.0% | $870.13万 | 加仓 |
| IVV | ISHARES TR CORE SP500 ETF | $1,637.34万 | 0.18% | 25,066 | 12,227 | 95.2% | $798.68万 | 加仓 |
| CAT | CATERPILLAR INC COM | $1,616.45万 | 0.18% | 22,860 | 681 | 3.1% | $48.15万 | 加仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $1,590.08万 | 0.18% | 150,604 | 85,978 | 133.0% | $907.76万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR STATE ST | $1,589.53万 | 0.18% | 321,962 | 144,909 | 81.8% | $715.42万 | 加仓 |
| TIP | ISHARES TR TIPS BD ETF | $1,588.30万 | 0.18% | 144,641 | 11,099 | 8.3% | $121.88万 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $1,576.82万 | 0.18% | 228,095 | -13,769 | -5.7% | -$95.19万 | 减仓 |
| USB | US BANCORP COM NEW | $1,525.78万 | 0.17% | 293,363 | 36,236 | 14.1% | $188.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1,522.68万 | 0.17% | 124,017 | 25,789 | 26.3% | $316.64万 | 加仓 |
| CRM | SALESFORCE INC COM | $1,506.49万 | 0.17% | 80,907 | 24,114 | 42.5% | $449.00万 | 加仓 |
| USHY | ISHARES TR BROAD USD HIGH | $1,490.66万 | 0.17% | 409,410 | 283,062 | 224.0% | $1,030.63万 | 加仓 |
| PMBS | PIMCO ETF TR MTG BKD SECS ACT | $1,488.18万 | 0.17% | 302,415 | 302,415 | — | $1,488.18万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN M | $1,483.19万 | 0.17% | 301,338 | 18,466 | 6.5% | $90.89万 | 加仓 |