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 |
|---|---|---|---|---|---|---|---|---|
| LVHI | LEGG MASON ETF INVT FRANKLIN I | $1,479.90万 | 0.17% | 365,048 | 365,048 | — | $1,479.90万 | 新建仓 |
| BOND | PIMCO ETF TR ACTIVE BD ETF | $1,478.66万 | 0.17% | 161,549 | 7,114 | 4.6% | $65.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $1,472.70万 | 0.16% | 297,756 | 2,125 | 0.7% | $10.51万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $1,464.98万 | 0.16% | 244,041 | 126,052 | 106.8% | $756.69万 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $1,449.04万 | 0.16% | 155,694 | -160,404 | -50.7% | -$1,492.88万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL C | $1,446.99万 | 0.16% | 24,402 | -2,980 | -10.9% | -$176.71万 | 减仓 |
| RTX | RTX CORPORATION COM | $1,427.60万 | 0.16% | 74,007 | 1,306 | 1.8% | $25.19万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $1,425.91万 | 0.16% | 73,820 | 11,826 | 19.1% | $228.43万 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $1,403.80万 | 0.16% | 19,300 | 18,262 | 1,759.3% | $1,328.30万 | 加仓 |
| PSX | PHILLIPS 66 COM | $1,391.53万 | 0.16% | 76,382 | 13,092 | 20.7% | $238.51万 | 加仓 |
| AMGN | AMGEN INC COM | $1,378.83万 | 0.15% | 39,188 | 4,962 | 14.5% | $174.59万 | 加仓 |
| SGOV | ISHARES TR 0-3 MNTH TREASRY | $1,378.72万 | 0.15% | 137,776 | 72,221 | 110.2% | $722.72万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR STATE ST | $1,376.18万 | 0.15% | 126,278 | 60,983 | 93.4% | $664.59万 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $1,337.86万 | 0.15% | 19,642 | 863 | 4.6% | $58.78万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR EQUAL WEI | $1,323.74万 | 0.15% | 156,359 | -11,278 | -6.7% | -$95.48万 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $1,311.98万 | 0.15% | 462,290 | 103,244 | 28.8% | $293.01万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $1,294.74万 | 0.14% | 27,359 | 996 | 3.8% | $47.13万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $1,291.86万 | 0.14% | 137,960 | 40,093 | 41.0% | $375.43万 | 加仓 |
| BAC | BANK AMERICA CORP COM | $1,281.48万 | 0.14% | 262,867 | -293,024 | -52.7% | -$1,428.49万 | 减仓 |
| CSCO | CISCO SYS INC COM | $1,265.74万 | 0.14% | 164,020 | -89,224 | -35.2% | -$688.54万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $1,259.23万 | 0.14% | 38,635 | 4,476 | 13.1% | $145.89万 | 加仓 |
| KLAC | KLA CORP COM NEW | $1,258.91万 | 0.14% | 8,550 | 1,156 | 15.6% | $170.21万 | 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 |
| NUE | NUCOR CORP COM | $1,234.07万 | 0.14% | 72,979 | 14,615 | 25.0% | $247.14万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1,230.54万 | 0.14% | 58,872 | 16,795 | 39.9% | $351.05万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1,229.38万 | 0.14% | 29,500 | -1,060 | -3.5% | -$44.17万 | 减仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $1,212.08万 | 0.14% | 132,656 | 44,774 | 50.9% | $409.10万 | 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 |
| AA | ALCOA CORP COM | $1,185.43万 | 0.13% | 178,717 | 39,646 | 28.5% | $262.97万 | 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 |
| LMT | LOCKHEED MARTIN CORP COM | $1,155.05万 | 0.13% | 19,111 | 11,776 | 160.5% | $711.73万 | 加仓 |
| FDX | FEDEX CORP COM | $1,144.58万 | 0.13% | 32,135 | 9,431 | 41.5% | $335.91万 | 加仓 |
| WWD | WOODWARD INC COM | $1,135.86万 | 0.13% | 31,735 | 31,014 | 4,301.5% | $1,110.05万 | 加仓 |
| APH | AMPHENOL CORP CL A | $1,126.93万 | 0.13% | 89,191 | -12,025 | -11.9% | -$151.94万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1,121.63万 | 0.13% | 24,331 | -7,264 | -23.0% | -$334.86万 | 减仓 |
| PR | PERMIAN RESOURCES CORP CLASS A | $1,118.82万 | 0.13% | 524,773 | 104,325 | 24.8% | $222.42万 | 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 |
| — | HONEYWELL INTL INC COM | $1,097.01万 | 0.12% | 48,534 | 9,104 | 23.1% | $205.78万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1,091.12万 | 0.12% | 24,435 | 13,060 | 114.8% | $583.18万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN C | $1,088.94万 | 0.12% | 189,118 | 39,507 | 26.4% | $227.48万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1,088.18万 | 0.12% | 117,160 | -1,482 | -1.2% | -$13.76万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS C | $1,083.78万 | 0.12% | 45,041 | 9,054 | 25.2% | $217.86万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $1,075.63万 | 0.12% | 36,877 | 8,424 | 29.6% | $245.71万 | 加仓 |
| KEY | KEYCORP COM | $1,069.52万 | 0.12% | 533,426 | 107,321 | 25.2% | $215.18万 | 加仓 |
| UNP | UNION PAC CORP COM | $1,067.99万 | 0.12% | 44,019 | 2,201 | 5.3% | $53.40万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $1,063.86万 | 0.12% | 161,216 | -19,708 | -10.9% | -$130.05万 | 减仓 |
| ETN | EATON CORP PLC SHS | $1,061.87万 | 0.12% | 29,771 | 5,246 | 21.4% | $187.11万 | 加仓 |
| WFC | WELLS FARGO CO COM | $1,060.32万 | 0.12% | 133,946 | 1,349 | 1.0% | $10.68万 | 加仓 |
| MRSH | MARSH MCLENNAN COS INC COM | $1,056.98万 | 0.12% | 61,253 | 22,998 | 60.1% | $396.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC S | $1,056.90万 | 0.12% | 31,274 | -43,346 | -58.1% | -$1,464.88万 | 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 |
| QCOM | QUALCOMM INC COM | $1,037.95万 | 0.12% | 80,599 | -14,799 | -15.5% | -$190.58万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1,016.84万 | 0.11% | 223,531 | 6,780 | 3.1% | $30.84万 | 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 |
| OVV | OVINTIV INC COM | $1,012.89万 | 0.11% | 170,635 | 166,653 | 4,185.2% | $989.25万 | 加仓 |
| CVS | CVS HEALTH CORP COM | $1,005.32万 | 0.11% | 141,197 | 19,943 | 16.4% | $141.99万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $999.99万 | 0.11% | 36,956 | -359 | -1.0% | -$9.71万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $998.84万 | 0.11% | 58,456 | 33,683 | 136.0% | $575.54万 | 加仓 |
| ROST | ROSS STORES INC COM | $986.29万 | 0.11% | 45,529 | 22,643 | 98.9% | $490.52万 | 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 |
| ROK | ROCKWELL AUTOMATION INC COM | $977.66万 | 0.11% | 27,242 | 8,645 | 46.5% | $310.25万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $973.21万 | 0.11% | 100,882 | 86,510 | 601.9% | $834.56万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $952.10万 | 0.11% | 238,921 | 31,492 | 15.2% | $125.50万 | 加仓 |
| MMM | 3M CO COM | $939.06万 | 0.11% | 64,660 | 45,666 | 240.4% | $663.21万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $936.12万 | 0.10% | 68,721 | 17,763 | 34.9% | $241.97万 | 加仓 |
| GM | GENERAL MTRS CO COM | $929.46万 | 0.10% | 124,760 | 8,070 | 6.9% | $60.12万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC CO | $927.56万 | 0.10% | 24,416 | 5,601 | 29.8% | $212.78万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $925.94万 | 0.10% | 32,630 | 3,112 | 10.5% | $88.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $922.06万 | 0.10% | 128,188 | -21,599 | -14.4% | -$155.36万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW COM | $908.28万 | 0.10% | 347,732 | 16,792 | 5.1% | $43.86万 | 加仓 |
| VTV | VANGUARD INDEX FDS VALUE ETF | $906.33万 | 0.10% | 46,194 | 9,500 | 25.9% | $186.39万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $892.82万 | 0.10% | 30,038 | 5,276 | 21.3% | $156.82万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $885.64万 | 0.10% | 86,802 | 27,633 | 46.7% | $281.94万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR STATE ST | $885.28万 | 0.10% | 54,738 | 27,568 | 101.5% | $445.86万 | 加仓 |
| SPGI | SP GLOBAL INC COM | $884.58万 | 0.10% | 20,797 | -1,039 | -4.8% | -$44.19万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $872.67万 | 0.10% | 44,043 | 7,706 | 21.2% | $152.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $862.15万 | 0.10% | 24,979 | 1,344 | 5.7% | $46.39万 | 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 |
| RGA | REINSURANCE GROUP AMER INC COM | $859.00万 | 0.10% | 42,075 | 40,530 | 2,623.3% | $827.46万 | 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 |
| ABNB | AIRBNB INC COM CL A | $857.54万 | 0.10% | 67,908 | 43,439 | 177.5% | $548.55万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $848.10万 | 0.09% | 131,264 | 122,611 | 1,417.0% | $792.19万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $846.28万 | 0.09% | 142,137 | -16,753 | -10.5% | -$99.75万 | 减仓 |
| BX | BLACKSTONE INC COM | $837.29万 | 0.09% | 73,492 | 44,573 | 154.1% | $507.82万 | 加仓 |
| MLI | MUELLER INDS INC COM | $830.18万 | 0.09% | 74,926 | 2,727 | 3.8% | $30.22万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEN | $829.02万 | 0.09% | 270,214 | 139,450 | 106.6% | $427.83万 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $828.84万 | 0.09% | 339,273 | -49,150 | -12.7% | -$120.07万 | 减仓 |
| IJH | ISHARES TR CORE SP MCP ETF | $827.53万 | 0.09% | 122,542 | 62,316 | 103.5% | $420.82万 | 加仓 |
| HWM | HOWMET AEROSPACE INC COM | $826.14万 | 0.09% | 35,863 | 19,455 | 118.6% | $448.17万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $818.75万 | 0.09% | 107,278 | 7,200 | 7.2% | $54.95万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $813.95万 | 0.09% | 38,354 | -5,439 | -12.4% | -$115.43万 | 减仓 |
| SNX | TD SYNNEX CORPORATION COM | $813.54万 | 0.09% | 48,336 | 48,336 | — | $813.54万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN C | $812.78万 | 0.09% | 40,003 | 13,859 | 53.0% | $281.59万 | 加仓 |
| ADBE | ADOBE INC COM | $809.21万 | 0.09% | 33,290 | 9,743 | 41.4% | $236.83万 | 加仓 |
| EEMV | ISHARES INC MSCI EMERG MRKT | $808.74万 | 0.09% | 124,940 | 65,327 | 109.6% | $422.86万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $802.09万 | 0.09% | 63,018 | 61,069 | 3,133.4% | $777.29万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $799.90万 | 0.09% | 129,099 | 46,161 | 55.7% | $286.01万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC C | $789.40万 | 0.09% | 16,060 | 533 | 3.4% | $26.20万 | 加仓 |
| EQIX | EQUINIX INC COM | $785.17万 | 0.09% | 8,010 | 381 | 5.0% | $37.35万 | 加仓 |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | $783.24万 | 0.09% | 89,238 | 46,058 | 106.7% | $404.25万 | 加仓 |