HORIZON FINANCIAL SERVICES, LLC
WINSTON SALEM NC · SEC CIK 0001674020
$2.61亿2026Q2 申报市值
605持仓数
56.8%前十大占比 · 第一大 8.4%
231 / 51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
GLDM 新建仓+$284.39万
XLK 加仓+$182.59万
SPSB 加仓+$81.72万
CAT 加仓+$80.72万
SPYV 加仓+$78.80万
2026Q2 卖出最多 按季末市值估算
GLDM 清仓-$320.12万
LH 重新持有-$78.74万
SRLN 减仓-$68.41万
VCIT 减仓-$67.35万
SJNK 减仓-$65.20万
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 |
|---|---|---|---|---|---|---|---|---|
| ALLE | ALLE | $2.99万 | 0.01% | 213 | 65 | 43.9% | $9,132 | 加仓 |
| YUM | YUM | $2.99万 | 0.01% | 187 | 53 | 39.6% | $8,473 | 加仓 |
| URI | URI | $2.95万 | 0.01% | 26 | 10 | 62.5% | $1.13万 | 加仓 |
| TMO | TMO | $2.91万 | 0.01% | 58 | 26 | 81.2% | $1.30万 | 加仓 |
| ZBRA | ZBRA | $2.90万 | 0.01% | 110 | 51 | 86.4% | $1.34万 | 加仓 |
| — | DFSV | $2.89万 | 0.01% | 744 | 0 | 0.0% | — | 不变 |
| AME | AME | $2.88万 | 0.01% | 119 | 37 | 45.1% | $8,952 | 加仓 |
| BSJS | BSJS | $2.85万 | 0.01% | 1,311 | 0 | 0.0% | — | 不变 |
| BSJT | BSJT | $2.84万 | 0.01% | 1,342 | 0 | 0.0% | — | 不变 |
| ABT | ABT | $2.83万 | 0.01% | 312 | 87 | 38.7% | $7,894 | 加仓 |
| EIX | EIX | $2.81万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| LVS | LVS | $2.81万 | 0.01% | 608 | 238 | 64.3% | $1.10万 | 加仓 |
| ASML | ASML | $2.79万 | 0.01% | 14 | 14 | — | $2.79万 | 新建仓 |
| VCR | VCR | $2.78万 | 0.01% | 70 | 70 | — | $2.78万 | 新建仓 |
| PAYC | PAYC | $2.75万 | 0.01% | 219 | 103 | 88.8% | $1.29万 | 加仓 |
| GDDY | GDDY | $2.75万 | 0.01% | 324 | 164 | 102.5% | $1.39万 | 加仓 |
| EFX | EFX | $2.73万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| SHW | SHW | $2.72万 | 0.01% | 79 | 32 | 68.1% | $1.10万 | 加仓 |
| CMG | CMG | $2.71万 | 0.01% | 798 | 370 | 86.4% | $1.26万 | 加仓 |
| WDAY | WDAY | $2.68万 | 0.01% | 219 | 119 | 119.0% | $1.46万 | 加仓 |
| VLTO | VLTO | $2.68万 | 0.01% | 302 | 120 | 65.9% | $1.06万 | 加仓 |
| TSM | TSM | $2.67万 | 0.01% | 56 | -44 | -44.0% | -$2.10万 | 重新持有 |
| NRG | NRG | $2.67万 | 0.01% | 183 | -129 | -41.3% | -$1.88万 | 减仓 |
| DFIV | DFIV | $2.65万 | 0.01% | 491 | 0 | 0.0% | — | 不变 |
| TRMB | TRMB | $2.64万 | 0.01% | 516 | 232 | 81.7% | $1.19万 | 加仓 |
| VHT | VHT | $2.63万 | 0.01% | 88 | 88 | — | $2.63万 | 新建仓 |
| ADSK | ADSK | $2.62万 | 0.01% | 135 | 58 | 75.3% | $1.13万 | 加仓 |
| FCX | FCX | $2.61万 | 0.01% | 415 | 205 | 97.6% | $1.29万 | 加仓 |
| VIS | VIS | $2.59万 | 0.01% | 72 | 72 | — | $2.59万 | 新建仓 |
| — | CI | $2.59万 | 0.01% | 94 | 63 | 203.2% | $1.74万 | 加仓 |
| DISV | DISV | $2.58万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| CPAY | CPAY | $2.57万 | 0.01% | 77 | 31 | 67.4% | $1.03万 | 加仓 |
| CVS | CVS | $2.57万 | 0.01% | 248 | 7 | 2.9% | $724 | 加仓 |
| SYK | SYK | $2.55万 | 0.01% | 81 | 28 | 52.8% | $8,816 | 加仓 |
| SNOW | SNOW | $2.54万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| ADP | ADP | $2.53万 | 0.01% | 113 | 89 | 370.8% | $1.99万 | 加仓 |
| BOTZ | BOTZ | $2.50万 | 0.01% | 660 | 0 | 0.0% | — | 不变 |
| DECK | DECK | $2.46万 | 0.01% | 248 | 105 | 73.4% | $1.04万 | 加仓 |
| WST | WST | $2.44万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| TYL | TYL | $2.43万 | 0.01% | 83 | 41 | 97.6% | $1.20万 | 加仓 |
| BR | BR | $2.38万 | 0.01% | 174 | 131 | 304.7% | $1.79万 | 加仓 |
| TECH | TECH | $2.35万 | 0.01% | 332 | 41 | 14.1% | $2,897 | 加仓 |
| PPL | PPL | $2.34万 | 0.01% | 644 | 167 | 35.0% | $6,070 | 加仓 |
| GLW | GLW | $2.32万 | 0.01% | 91 | 82 | 911.1% | $2.09万 | 加仓 |
| CTVA | CTVA | $2.28万 | 0.01% | 269 | 193 | 253.9% | $1.63万 | 加仓 |
| HON | HON | $2.19万 | 0.01% | 98 | -120 | -55.0% | -$2.69万 | 减仓 |
| FISV | FISV | $2.18万 | 0.01% | 445 | 216 | 94.3% | $1.06万 | 加仓 |
| HONA | HONA | $2.17万 | 0.01% | 98 | 98 | — | $2.17万 | 新建仓 |
| FDN | FDN | $2.14万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| CPT | CPT | $2.14万 | 0.01% | 187 | 0 | 0.0% | — | 不变 |
| RSP | RSP | $2.13万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| — | AVB | $2.11万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| HYMB | HYMB | $2.11万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| LMT | LMT | $2.09万 | 0.01% | 41 | 12 | 41.4% | $6,114 | 加仓 |
| QCOM | QCOM | $2.07万 | 0.01% | 112 | 7 | 6.7% | $1,294 | 加仓 |
| BMY | BMY | $2.06万 | 0.01% | 357 | 257 | 257.0% | $1.48万 | 重新持有 |
| PYPL | PYPL | $2.01万 | 0.01% | 466 | 294 | 170.9% | $1.27万 | 加仓 |
| TWLO | TWLO | $1.98万 | 0.01% | 96 | 96 | — | $1.98万 | 新建仓 |
| — | CZR | $1.96万 | 0.01% | 649 | 188 | 40.8% | $5,674 | 加仓 |
| CDNS | CDNS | $1.95万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| C | C | $1.95万 | 0.01% | 139 | 139 | — | $1.95万 | 新建仓 |
| RSG | RSG | $1.94万 | 0.01% | 91 | 33 | 56.9% | $7,032 | 加仓 |
| JEF | JEF | $1.92万 | 0.01% | 385 | 385 | — | $1.92万 | 新建仓 |
| OKE | OKE | $1.90万 | 0.01% | 218 | 70 | 47.3% | $6,086 | 加仓 |
| VIG | VIG | $1.85万 | 0.01% | 78 | 0 | 0.0% | — | 不变 |
| NOC | NOC | $1.83万 | 0.01% | 36 | 11 | 44.0% | $5,602 | 加仓 |
| SKYD | PSKY | $1.77万 | 0.01% | 1,800 | 736 | 69.2% | $7,257 | 加仓 |
| WMB | WMB | $1.77万 | 0.01% | 238 | 57 | 31.5% | $4,237 | 加仓 |
| NASA | NASA | $1.75万 | 0.01% | 576 | 576 | — | $1.75万 | 新建仓 |
| TLT | TLT | $1.75万 | 0.01% | 202 | 202 | — | $1.75万 | 新建仓 |
| PZA | PZA | $1.75万 | 0.01% | 742 | 0 | 0.0% | — | 不变 |
| IWY | IWY | $1.74万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| PFG | PFG | $1.70万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| SCHW | SCHW | $1.68万 | 0.01% | 182 | -32 | -15.0% | -$2,953 | 减仓 |
| QTEC | QTEC | $1.67万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| BSX | BSX | $1.67万 | 0.01% | 392 | 200 | 104.2% | $8,536 | 加仓 |
| KRE | KRE | $1.65万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| SHOP | SHOP | $1.63万 | 0.01% | 143 | -50 | -25.9% | -$5,709 | 减仓 |
| UBER | UBER | $1.61万 | 0.01% | 223 | 73 | 48.7% | $5,268 | 加仓 |
| DVN | DVN | $1.58万 | 0.01% | 382 | 382 | — | $1.58万 | 新建仓 |
| DOC | DOC | $1.57万 | 0.01% | 733 | 0 | 0.0% | — | 不变 |
| BWA | BWA | $1.55万 | 0.01% | 234 | 0 | 0.0% | — | 不变 |
| COP | COP | $1.55万 | 0.01% | 149 | -11 | -6.9% | -$1,144 | 减仓 |
| — | POWA | $1.54万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| YORW | YORW | $1.53万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| — | EA | $1.50万 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| COST | COST | $1.50万 | 0.01% | 16 | 16 | — | $1.50万 | 新建仓 |
| CBRL | CBRL | $1.48万 | 0.01% | 278 | 278 | — | $1.48万 | 新建仓 |
| OMC | OMC | $1.48万 | 0.01% | 203 | 31 | 18.0% | $2,258 | 加仓 |
| RIG | RIG | $1.47万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| EXC | EXC | $1.45万 | 0.01% | 312 | -156 | -33.3% | -$7,272 | 减仓 |
| RJF | RJF | $1.43万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS | $1.42万 | 0.01% | 198 | 198 | — | $1.42万 | 新建仓 |
| NSRGY | NSRGY | $1.39万 | 0.01% | 135 | 135 | — | $1.39万 | 新建仓 |
| DHI | DHI | $1.38万 | 0.01% | 85 | 17 | 25.0% | $2,769 | 加仓 |
| MDB | MDB | $1.38万 | 0.01% | 41 | 6 | 17.1% | $2,015 | 加仓 |
| ROST | ROST | $1.36万 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| UMBF | UMBF | $1.36万 | 0.01% | 95 | 0 | 0.0% | — | 不变 |
| EOG | EOG | $1.35万 | 0.01% | 104 | 22 | 26.8% | $2,854 | 加仓 |
| TDTT | TDTT | $1.35万 | 0.01% | 563 | 563 | — | $1.35万 | 新建仓 |