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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST ST STR P500G | $6.61亿 | 7.28% | 5,552,636 | -836,207 | -13.1% | -$9,950.03万 | 减仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $3.23亿 | 3.56% | 3,627,322 | -437,429 | -10.8% | -$3,893.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $2.85亿 | 3.15% | 1,426,707 | -31,087 | -2.1% | -$622.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS ST STR PO E | $2.31亿 | 2.55% | 4,584,583 | -189,922 | -4.0% | -$957.02万 | 减仓 |
| AAPL | APPLE INC COM | $2.29亿 | 2.53% | 792,756 | -74,231 | -8.6% | -$2,146.09万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1.89亿 | 2.08% | 528,244 | 43,987 | 9.1% | $1,571.96万 | 加仓 |
| SPYV | SPDR SERIES TRUST ST STR P500V | $1.85亿 | 2.04% | 3,048,861 | -2,283,315 | -42.8% | -$1.39亿 | 减仓 |
| MSFT | MICROSOFT CORP COM | $1.74亿 | 1.92% | 465,957 | 25,214 | 5.7% | $940.53万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS ST PORT MAR | $1.73亿 | 1.91% | 3,348,734 | -754,500 | -18.4% | -$3,906.80万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T S | $1.71亿 | 1.88% | 802,573 | 14,929 | 1.9% | $317.64万 | 加仓 |
| MAGS | LISTED FDS TR ROUN MA SEVE ETF | $1.63亿 | 1.80% | 2,535,713 | 273,895 | 12.1% | $1,761.14万 | 加仓 |
| SPAB | SPDR SERIES TRUST ST STR AGGRE | $1.32亿 | 1.45% | 9,729,670 | 2,559,763 | 35.7% | $3,463.36万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $1.20亿 | 1.32% | 103,928 | -13,081 | -11.2% | -$1,509.69万 | 减仓 |
| AVGO | BROADCOM INC COM | $1.06亿 | 1.17% | 280,891 | -11,436 | -3.9% | -$431.99万 | 减仓 |
| AMZN | AMAZON COM INC COM | $1.05亿 | 1.15% | 439,291 | 1,140 | 0.3% | $27.17万 | 加仓 |
| IEMG | ISHARES INC CORE MSCI EMKT | $9,546.62万 | 1.05% | 1,152,417 | 42,188 | 3.8% | $349.49万 | 加仓 |
| USMV | ISHARES TR MSCI USA MIN ETF | $9,100.61万 | 1.00% | 943,459 | -360,040 | -27.6% | -$3,472.95万 | 减仓 |
| PYLD | PIMCO ETF TR MULTISECTOR BD | $8,632.16万 | 0.95% | 3,289,695 | 143,631 | 4.6% | $376.89万 | 加仓 |
| AAXJ | ISHARES TR MSCI AC ASIA ETF | $7,760.45万 | 0.86% | 650,335 | 650,335 | — | $7,760.45万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR ST STR S | $7,420.86万 | 0.82% | 692,697 | 403,711 | 139.7% | $4,324.96万 | 加仓 |
| META | META PLATFORMS INC CL A | $7,192.48万 | 0.79% | 127,687 | -3,219 | -2.5% | -$181.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL | $6,895.47万 | 0.76% | 137,802 | 8,659 | 6.7% | $433.29万 | 加仓 |
| LLY | ELI LILLY CO COM | $6,879.33万 | 0.76% | 57,355 | 3,973 | 7.4% | $476.53万 | 加仓 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $6,846.02万 | 0.75% | 311,991 | -8,003 | -2.5% | -$175.61万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $6,587.90万 | 0.73% | 91,119 | 8,799 | 10.7% | $636.17万 | 加仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $6,494.42万 | 0.72% | 101,355 | 101,355 | — | $6,494.42万 | 新建仓 |
| JNJ | JOHNSON JOHNSON COM | $6,395.93万 | 0.70% | 251,838 | 3,511 | 1.4% | $89.17万 | 加仓 |
| IGIB | ISHARES TR ISHS 5-10YR INVT | $5,653.53万 | 0.62% | 1,072,165 | -7,501 | -0.7% | -$39.55万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST EMGR CRE | $5,514.04万 | 0.61% | 1,371,311 | -1,406,611 | -50.6% | -$5,655.98万 | 减仓 |
| VO | VANGUARD INDEX FDS MID CAP ETF | $5,447.85万 | 0.60% | 676,163 | -451,261 | -40.0% | -$3,635.81万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV | $5,335.21万 | 0.59% | 225,476 | -213,912 | -48.7% | -$5,061.59万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5,237.66万 | 0.58% | 90,163 | -35,255 | -28.1% | -$2,048.00万 | 减仓 |
| — | EXXON MOBIL CORP COM | $5,031.79万 | 0.55% | 368,036 | -24,588 | -6.3% | -$336.17万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR ST STR BL L | $4,831.11万 | 0.53% | 1,213,236 | 1,213,126 | 1,102,841.8% | $4,830.67万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS VAN F | $4,505.76万 | 0.50% | 632,387 | -579,191 | -47.8% | -$4,126.74万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $4,494.59万 | 0.50% | 103,722 | -17,414 | -14.4% | -$754.60万 | 减仓 |
| SPHY | SPDR SERIES TRUST ST PORT HIGH | $4,412.15万 | 0.49% | 2,096,034 | 509,574 | 32.1% | $1,072.65万 | 加仓 |
| IJR | ISHARES TR CORE SP SCP ETF | $4,391.03万 | 0.48% | 296,071 | -224,941 | -43.2% | -$3,336.10万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR ST STR T | $4,186.92万 | 0.46% | 219,763 | -239,495 | -52.1% | -$4,562.86万 | 减仓 |
| TSLA | TESLA INC COM | $4,068.97万 | 0.45% | 96,742 | 51 | 0.1% | $2.15万 | 加仓 |
| SPY | STATE STR SPDR SP 500 ETF T TR | $4,037.79万 | 0.44% | 54,070 | 50,356 | 1,355.8% | $3,760.44万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL I | $4,007.64万 | 0.44% | 831,460 | 119,050 | 16.7% | $573.82万 | 加仓 |
| HYLB | DBX ETF TR XTRACK USD HIGH | $3,836.04万 | 0.42% | 1,061,732 | 1,060,042 | 62,724.4% | $3,829.93万 | 加仓 |
| JPM | JPMORGAN CHASE CO COM | $3,764.99万 | 0.41% | 115,540 | -15,814 | -12.0% | -$515.31万 | 减仓 |
| MRK | MERCK CO INC COM | $3,742.97万 | 0.41% | 291,282 | 13,620 | 4.9% | $175.02万 | 加仓 |
| IGLB | ISHARES TR 10 YR INVST GRD | $3,588.47万 | 0.40% | 723,336 | 807 | 0.1% | $4.00万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $3,529.63万 | 0.39% | 212,936 | 3,732 | 1.8% | $61.86万 | 加仓 |
| KRE | SPDR SERIES TRUST ST STR SP RE | $3,485.67万 | 0.38% | 465,687 | 106,017 | 29.5% | $793.54万 | 加仓 |
| WMT | WALMART INC COM | $3,461.36万 | 0.38% | 305,612 | -5,880 | -1.9% | -$66.60万 | 减仓 |
| PG | PROCTER GAMBLE CO COM | $3,370.11万 | 0.37% | 231,543 | 2,864 | 1.3% | $41.69万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR TOTA | $3,319.88万 | 0.37% | 732,704 | -541,656 | -42.5% | -$2,454.24万 | 减仓 |
| CAT | CATERPILLAR INC COM | $3,250.12万 | 0.36% | 30,577 | 7,717 | 33.8% | $820.26万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $3,139.34万 | 0.35% | 88,850 | -4,823 | -5.1% | -$170.41万 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II K | $3,125.67万 | 0.34% | 336,166 | -68,963 | -17.0% | -$641.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION C | $3,073.26万 | 0.34% | 32,905 | -2,717 | -7.6% | -$253.76万 | 减仓 |
| IDV | ISHARES TR INTL SEL DIV ETF | $3,013.98万 | 0.33% | 727,488 | 727,458 | 2,424,860.0% | $3,013.86万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $2,938.87万 | 0.32% | 57,317 | 3,270 | 6.1% | $167.67万 | 加仓 |
| CWB | SPDR SERIES TRUST ST STR CONV | $2,924.79万 | 0.32% | 272,048 | 197,259 | 263.8% | $2,120.73万 | 重新持有 |
| ARKW | ARK ETF TR NEXT GNRTN INTER | $2,900.76万 | 0.32% | 200,246 | 200,246 | — | $2,900.76万 | 新建仓 |
| V | VISA INC COM CL A | $2,897.71万 | 0.32% | 84,617 | -7,611 | -8.3% | -$260.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $2,824.46万 | 0.31% | 156,125 | 19,987 | 14.7% | $361.58万 | 加仓 |
| AGG | ISHARES TR CORE US AGGBD ET | $2,799.12万 | 0.31% | 284,724 | -244,672 | -46.2% | -$2,405.37万 | 减仓 |
| INTC | INTEL CORP COM | $2,690.42万 | 0.30% | 192,682 | 27,676 | 16.8% | $386.44万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F C | $2,665.14万 | 0.29% | 572,286 | -416,054 | -42.1% | -$1,937.56万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $2,664.14万 | 0.29% | 228,348 | -1,964 | -0.9% | -$22.91万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR ST STR TOTA | $2,643.59万 | 0.29% | 675,591 | -1,981 | -0.3% | -$7.75万 | 减仓 |
| ABBV | ABBVIE INC COM | $2,584.98万 | 0.28% | 103,457 | 14,037 | 15.7% | $350.73万 | 加仓 |
| KO | COCA COLA CO COM | $2,567.10万 | 0.28% | 315,873 | -6,354 | -2.0% | -$51.64万 | 减仓 |
| EWJ | ISHARES INC MSCI JAPAN ETF | $2,529.65万 | 0.28% | 271,218 | -20,377 | -7.0% | -$190.06万 | 减仓 |
| KLAC | KLA CORP COM NEW | $2,359.10万 | 0.26% | 78,191 | -7,309 | -8.5% | -$220.52万 | 减仓 |
| HD | HOME DEPOT INC COM | $2,357.49万 | 0.26% | 66,845 | 1,118 | 1.7% | $39.43万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $2,310.64万 | 0.25% | 136,016 | 11,999 | 9.7% | $203.84万 | 加仓 |
| IUSG | ISHARES TR CORE SP US GWT | $2,297.22万 | 0.25% | 122,134 | -114,918 | -48.5% | -$2,161.49万 | 减仓 |
| ANGL | VANECK ETF TRUST FALLEN ANGEL | $2,179.17万 | 0.24% | 754,038 | 753,206 | 90,529.6% | $2,176.77万 | 加仓 |
| ILF | ISHARES TR LATN AMER 40 ETF | $2,157.77万 | 0.24% | 639,340 | 639,340 | — | $2,157.77万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR ST STR I | $2,122.98万 | 0.23% | 114,613 | 59,875 | 109.4% | $1,109.06万 | 加仓 |
| LIN | LINDE PLC SHS | $2,105.91万 | 0.23% | 40,581 | -2,595 | -6.0% | -$134.66万 | 减仓 |
| GEV | GE VERNOVA INC COM | $2,074.57万 | 0.23% | 17,658 | -6,992 | -28.4% | -$821.46万 | 减仓 |
| ORCL | ORACLE CORP COM | $2,066.80万 | 0.23% | 141,523 | 13,872 | 10.9% | $202.59万 | 加仓 |
| EMB | ISHARES TR JPMORGAN USD EMG | $2,064.29万 | 0.23% | 215,885 | 60,191 | 38.7% | $575.55万 | 加仓 |
| CSCO | CISCO SYS INC COM | $2,031.24万 | 0.22% | 173,581 | 9,561 | 5.8% | $111.88万 | 加仓 |
| TJX | TJX COS INC NEW COM | $2,001.32万 | 0.22% | 132,520 | 8,961 | 7.3% | $135.33万 | 加仓 |
| MCD | MCDONALDS CORP COM | $1,956.21万 | 0.22% | 72,369 | 5,996 | 9.0% | $162.08万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $1,937.20万 | 0.21% | 48,775 | -25,023 | -33.9% | -$993.84万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $1,892.38万 | 0.21% | 149,785 | 8,025 | 5.7% | $101.39万 | 加仓 |
| VCR | VANGUARD WORLD FD CONSUM DIS E | $1,840.03万 | 0.20% | 46,394 | 46,124 | 17,083.0% | $1,829.32万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $1,794.93万 | 0.20% | 60,527 | -13,293 | -18.0% | -$394.20万 | 减仓 |
| PEP | PEPSICO INC COM | $1,730.21万 | 0.19% | 127,785 | 10,703 | 9.1% | $144.92万 | 加仓 |
| QCOM | QUALCOMM INC COM | $1,722.39万 | 0.19% | 93,208 | 12,609 | 15.6% | $233.00万 | 加仓 |
| WMB | WILLIAMS COS INC COM | $1,709.27万 | 0.19% | 229,926 | -79,369 | -25.7% | -$590.03万 | 减仓 |
| JMBS | JANUS DETROIT STR TR HENDERSON | $1,692.81万 | 0.19% | 377,860 | -41,517 | -9.9% | -$186.00万 | 减仓 |
| T | ATT INC COM | $1,690.57万 | 0.19% | 827,492 | 45,531 | 5.8% | $93.02万 | 加仓 |
| TMUS | T-MOBILE US INC COM | $1,635.28万 | 0.18% | 97,495 | 3,400 | 3.6% | $57.03万 | 加仓 |
| TLT | ISHARES TR 20 YR TR BD ETF | $1,603.09万 | 0.18% | 186,927 | 41,993 | 29.0% | $360.13万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $1,584.31万 | 0.17% | 278,046 | 15,179 | 5.8% | $86.49万 | 加仓 |
| SNX | TD SYNNEX CORPORATION COM | $1,573.30万 | 0.17% | 58,967 | 10,631 | 22.0% | $283.65万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR EQUAL WEI | $1,550.74万 | 0.17% | 164,238 | 7,879 | 5.0% | $74.39万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $1,536.54万 | 0.17% | 147,801 | -8,145 | -5.2% | -$84.68万 | 减仓 |
| LQD | ISHARES TR IBOXX INV CP ETF | $1,535.73万 | 0.17% | 141,908 | 70,502 | 98.7% | $762.97万 | 加仓 |
| TIP | ISHARES TR TIPS BD ETF | $1,510.53万 | 0.17% | 140,410 | -4,231 | -2.9% | -$45.52万 | 减仓 |