Horizon Investments, LLC
Charlotte NC · SEC CIK 0001560717
$90.76亿2026Q2 申报市值
1,400持仓数
28.9%前十大占比 · 第一大 7.3%
86 / 118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
AAXJ 新建仓+$7,760.45万
SOXX 新建仓+$6,494.42万
SRLN 加仓+$4,830.67万
XLC 加仓+$4,324.96万
HYLB 加仓+$3,829.93万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1.80亿
SPYV 减仓-$1.39亿
SPYG 减仓-$9,950.03万
DGRO 减仓-$6,175.10万
DFAE 减仓-$5,655.98万
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 |
|---|---|---|---|---|---|---|---|---|
| VFMO | VANGUARD WELLINGTON FD US MOME | $1.25万 | 0.00% | 50 | -50 | -50.0% | -$1.25万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F T | $1.19万 | 0.00% | 76 | -76 | -50.0% | -$1.19万 | 减仓 |
| SAP | SAP SE SPON ADR | $1.19万 | 0.00% | 77 | -481 | -86.2% | -$7.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F F | $1.16万 | 0.00% | 194 | -194 | -50.0% | -$1.16万 | 减仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $1.15万 | 0.00% | 122 | -212 | -63.5% | -$1.99万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS VNG RU | $1.08万 | 0.00% | 89 | -13 | -12.7% | -$1,578 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T S | $1.02万 | 0.00% | 278 | -382 | -57.9% | -$1.40万 | 减仓 |
| — | WISDOMTREE TR INTRST RATE HDGE | $9,805 | 0.00% | 435 | -435 | -50.0% | -$9,805 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST MDT | $9,760 | 0.00% | 293 | -293 | -50.0% | -$9,760 | 减仓 |
| KRE | KRE 260731C00077000 看涨期权 | $8,982 | 0.00% | 120,000 | -630,000 | -84.0% | -$4.72万 | 减仓 |
| EPI | WISDOMTREE TR INDIA ERNGS FD | $8,556 | 0.00% | 200 | -200 | -50.0% | -$8,556 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST INTL HIG | $8,520 | 0.00% | 786 | -786 | -50.0% | -$8,520 | 减仓 |
| PVAL | PUTNAM ETF TRUST FOCUSED LAR C | $8,336 | 0.00% | 164 | -164 | -50.0% | -$8,336 | 减仓 |
| HUN | HUNTSMAN CORP COM | $8,177 | 0.00% | 770 | -1,856 | -70.7% | -$1.97万 | 减仓 |
| SLV | SLV 260918P00055000 看跌期权 | $8,021 | 0.00% | 150,000 | -100,000 | -40.0% | -$5,347 | 减仓 |
| GFF | GRIFFON CORP COM | $7,705 | 0.00% | 79 | -79 | -50.0% | -$7,705 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P UNI | $7,542 | 0.00% | 219 | -219 | -50.0% | -$7,542 | 减仓 |
| MSFT | MSFT 260821C00380000 看涨期权 | $7,460 | 0.00% | 20,000 | 20,000 | — | $7,460 | 新建仓 |
| ENB | ENBRIDGE INC COM | $7,427 | 0.00% | 137 | -137 | -50.0% | -$7,427 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS SHRT T | $7,373 | 0.00% | 94 | -634 | -87.1% | -$4.97万 | 减仓 |
| — | HORIZON FDS SMAL MID CAP ETF | $7,333 | 0.00% | 239 | -439 | -64.7% | -$1.35万 | 减仓 |
| EEM | ISHARES TR MSCI EMG MKT ETF | $7,320 | 0.00% | 107 | -93 | -46.5% | -$6,362 | 减仓 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $7,003 | 0.00% | 60 | -180 | -75.0% | -$2.10万 | 减仓 |
| EFG | ISHARES TR EAFE GRWTH ETF | $6,470 | 0.00% | 52 | -52 | -50.0% | -$6,470 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F E | $6,353 | 0.00% | 114 | -114 | -50.0% | -$6,353 | 减仓 |
| — | HORIZON FDS FLEXIBLE INCOME | $6,249 | 0.00% | 253 | -251 | -49.8% | -$6,200 | 减仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $6,112 | 0.00% | 39 | -33 | -45.8% | -$5,172 | 减仓 |
| OSEA | HARBOR ETF TRUST INTERNATNAL C | $6,108 | 0.00% | 200 | -200 | -50.0% | -$6,108 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $6,063 | 0.00% | 36 | -22 | -37.9% | -$3,705 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $5,818 | 0.00% | 24 | 24 | — | $5,818 | 新建仓 |
| OLN | OLIN CORP COM PAR $1 | $5,807 | 0.00% | 293 | 189 | 181.7% | $3,746 | 加仓 |
| BC | BRUNSWICK CORP COM | $5,476 | 0.00% | 65 | -65 | -50.0% | -$5,476 | 减仓 |
| — | DIMENSIONAL ETF TRUST US HIGH | $4,423 | 0.00% | 106 | -304 | -74.1% | -$1.27万 | 减仓 |
| PAAA | PGIM ETF TR AAA CLO ETF | $4,035 | 0.00% | 79 | -657 | -89.3% | -$3.36万 | 减仓 |
| VBK | VANGUARD INDEX FDS SML CP GRW | $4,023 | 0.00% | 11 | -59 | -84.3% | -$2.16万 | 减仓 |
| TLH | ISHARES TR 10-20 YR TRS ETF | $3,984 | 0.00% | 40 | -80 | -66.7% | -$7,968 | 减仓 |
| MC | MOELIS CO CL A | $3,822 | 0.00% | 59 | 59 | — | $3,822 | 新建仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD CL | $3,768 | 0.00% | 28 | -34 | -54.8% | -$4,575 | 减仓 |
| VOX | VANGUARD WORLD FD COMM SRVC ET | $3,679 | 0.00% | 20 | -20 | -50.0% | -$3,679 | 减仓 |
| KWEB | KWEB 261218C00035000 看涨期权 | $3,671 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA S | $3,584 | 0.00% | 143 | -175 | -55.0% | -$4,386 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $3,519 | 0.00% | 28 | -28 | -50.0% | -$3,519 | 减仓 |
| CCBG | CAPITAL CITY BANK COM | $3,465 | 0.00% | 38 | 38 | — | $3,465 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F B | $3,422 | 0.00% | 44 | -338,125 | -100.0% | -$2,629.69万 | 减仓 |
| ISTB | ISHARES TR CORE 1 5 YR USD | $3,401 | 0.00% | 71 | -71 | -50.0% | -$3,401 | 减仓 |
| IWC | ISHARES TR MICRO-CAP ETF | $3,401 | 0.00% | 17 | -17 | -50.0% | -$3,401 | 减仓 |
| YUMC | YUM CHINA HLDGS INC COM | $3,310 | 0.00% | 81 | -10,824 | -99.3% | -$44.23万 | 减仓 |
| — | DIMENSIONAL ETF TRUST US TARGE | $3,285 | 0.00% | 47 | 47 | — | $3,285 | 新建仓 |
| — | WEBSTER FINL CORP COM | $3,269 | 0.00% | 43 | -43 | -50.0% | -$3,269 | 减仓 |
| XME | SPDR SERIES TRUST ST STR SP ME | $3,101 | 0.00% | 29 | -29 | -50.0% | -$3,101 | 减仓 |
| OSK | OSHKOSH CORP COM | $3,058 | 0.00% | 20 | -20 | -50.0% | -$3,058 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F U | $2,891 | 0.00% | 40 | -40 | -50.0% | -$2,891 | 减仓 |
| STBA | S T BANCORP INC COM | $2,748 | 0.00% | 56 | -100 | -64.1% | -$4,907 | 减仓 |
| IYY | ISHARES TR DOW JONES US ETF | $2,734 | 0.00% | 15 | -15 | -50.0% | -$2,734 | 减仓 |
| CMF | ISHARES TR CALIF MUN BD ETF | $2,523 | 0.00% | 44 | -44 | -50.0% | -$2,523 | 减仓 |
| RY | ROYAL BK CDA COM | $2,469 | 0.00% | 12 | -16 | -57.1% | -$3,292 | 减仓 |
| — | FIRST TR EXCH TRADED FD III HO | $2,449 | 0.00% | 64 | -64 | -50.0% | -$2,449 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $2,397 | 0.00% | 50 | -896 | -94.7% | -$4.30万 | 减仓 |
| KEP | KOREA ELEC PWR CORP SPONSORED | $2,323 | 0.00% | 192 | -90 | -31.9% | -$1,089 | 减仓 |
| USSG | DBX ETF TR XTRACKERS MSCI | $2,292 | 0.00% | 33 | -33 | -50.0% | -$2,292 | 减仓 |
| SPSB | SPDR SERIES TRUST ST SHOR CORP | $2,265 | 0.00% | 76 | -124 | -62.0% | -$3,696 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS A | $2,263 | 0.00% | 203 | -171 | -45.7% | -$1,906 | 减仓 |
| POWI | POWER INTEGRATIONS INC COM | $2,262 | 0.00% | 27 | -27 | -50.0% | -$2,262 | 减仓 |
| NMR | NOMURA HLDGS INC SPONSORED ADR | $2,239 | 0.00% | 255 | -307 | -54.6% | -$2,696 | 减仓 |
| VBR | VANGUARD INDEX FDS SM CP VAL E | $2,187 | 0.00% | 9 | -41 | -82.0% | -$9,963 | 减仓 |
| UTES | ETFIS SER TR I VIRTUS REAVES U | $2,125 | 0.00% | 26 | -26 | -50.0% | -$2,125 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $2,062 | 0.00% | 26 | -22 | -45.8% | -$1,745 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR | $2,030 | 0.00% | 60 | -64 | -51.6% | -$2,165 | 减仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $1,987 | 0.00% | 16 | -16 | -50.0% | -$1,987 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE | $1,929 | 0.00% | 20 | 4 | 25.0% | $386 | 加仓 |
| KOMP | SPDR SERIES TRUST SP KENSHO NE | $1,859 | 0.00% | 26 | 26 | — | $1,859 | 新建仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $1,822 | 0.00% | 23 | 0 | 0.0% | — | 重新持有 |
| LKQ | LKQ CORP COM | $1,817 | 0.00% | 69 | -69 | -50.0% | -$1,817 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA CO | $1,793 | 0.00% | 17 | -17 | -50.0% | -$1,793 | 减仓 |
| RLI | RLI CORP COM | $1,713 | 0.00% | 29 | 21 | 262.5% | $1,240 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER C | $1,698 | 0.00% | 43 | -29 | -40.3% | -$1,145 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION CO | $1,668 | 0.00% | 34 | -12 | -26.1% | -$589 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG NY | $1,623 | 0.00% | 27 | -41 | -60.3% | -$2,465 | 减仓 |
| EWY | ISHARES INC MSCI STH KOR ETF | $1,615 | 0.00% | 8 | -10 | -55.6% | -$2,019 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NE | $1,568 | 0.00% | 13 | -17 | -56.7% | -$2,050 | 减仓 |
| — | DIMENSIONAL ETF TRUST INTL VEC | $1,540 | 0.00% | 22 | 22 | — | $1,540 | 新建仓 |
| KMX | CARMAX INC COM | $1,534 | 0.00% | 29 | -37 | -56.1% | -$1,957 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $1,514 | 0.00% | 87 | -87 | -50.0% | -$1,514 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1,503 | 0.00% | 28 | -24 | -46.2% | -$1,288 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST CALIF MU | $1,502 | 0.00% | 30 | -30 | -50.0% | -$1,502 | 减仓 |
| DUOL | DUOLINGO INC CL A COM | $1,495 | 0.00% | 13 | 10 | 333.3% | $1,150 | 重新持有 |
| FNF | FIDELITY NATL FINL INC COM SHS | $1,415 | 0.00% | 30 | -102 | -77.3% | -$4,811 | 减仓 |
| — | DIMENSIONAL ETF TRUST DIMENSIO | $1,396 | 0.00% | 21 | 21 | — | $1,396 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER C | $1,356 | 0.00% | 26 | 22 | 550.0% | $1,147 | 加仓 |
| NOBL | PROSHARES TR SP 500 DV ARIST | $1,236 | 0.00% | 22 | -22 | -50.0% | -$1,236 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,234 | 0.00% | 2 | -2 | -50.0% | -$1,234 | 减仓 |
| WING | WINGSTOP INC COM | $1,214 | 0.00% | 7 | 5 | 250.0% | $867 | 加仓 |
| CVBF | CVB FINL CORP COM | $1,207 | 0.00% | 54 | -54 | -50.0% | -$1,207 | 减仓 |
| EWT | ISHARES INC MSCI TAIWAN ETF | $1,195 | 0.00% | 11 | -13 | -54.2% | -$1,412 | 减仓 |
| CNA | CNA FINL CORP COM | $1,167 | 0.00% | 24 | -496 | -95.4% | -$2.41万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A SPON AD | $1,167 | 0.00% | 143 | -121 | -45.8% | -$987 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP S | $1,150 | 0.00% | 43 | -153 | -78.1% | -$4,092 | 减仓 |
| PINS | PINTEREST INC CL A | $1,073 | 0.00% | 51 | 51 | — | $1,073 | 新建仓 |
| SN | SHARKNINJA INC COM SHS | $1,066 | 0.00% | 7 | 7 | — | $1,066 | 新建仓 |
| DOCS | DOXIMITY INC CL A | $1,058 | 0.00% | 51 | -5,705 | -99.1% | -$11.84万 | 减仓 |