HORIZON FINANCIAL SERVICES, LLC
WINSTON SALEM NC · SEC CIK 0001674020
$2.26亿2026Q1 申报市值
382持仓数
57.3%前十大占比 · 第一大 8.4%
27 / 45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
SPSB 加仓+$254.35万
SPHY 加仓+$236.95万
SRLN 加仓+$219.17万
XLF 加仓+$153.56万
SCHP 加仓+$119.09万
2026Q1 卖出最多 按季末市值估算
SCHM 减仓-$300.29万
SPYG 减仓-$219.99万
SPYV 减仓-$191.65万
XLI 减仓-$70.51万
XLC 减仓-$67.44万
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 |
|---|---|---|---|---|---|---|---|---|
| SPSB | SPSB | $1,908.08万 | 8.43% | 634,547 | 84,587 | 15.4% | $254.35万 | 加仓 |
| SPYG | SPYG | $1,810.24万 | 8.00% | 184,888 | -22,469 | -10.8% | -$219.99万 | 减仓 |
| SPYV | SPYV | $1,807.88万 | 7.99% | 319,526 | -33,873 | -9.6% | -$191.65万 | 减仓 |
| SPDW | SPDW | $1,277.13万 | 5.64% | 279,765 | 4,774 | 1.7% | $21.79万 | 加仓 |
| SCHM | SCHM | $1,242.99万 | 5.49% | 401,484 | -96,993 | -19.5% | -$300.29万 | 减仓 |
| SPHY | SPHY | $1,145.45万 | 5.06% | 491,188 | 101,606 | 26.1% | $236.95万 | 加仓 |
| SRLN | SRLN | $1,106.33万 | 4.89% | 275,617 | 54,601 | 24.7% | $219.17万 | 加仓 |
| VGSH | VGSH | $1,062.00万 | 4.69% | 181,415 | -2,526 | -1.4% | -$14.79万 | 减仓 |
| XLK | XLK | $821.32万 | 3.63% | 61,800 | 3,482 | 6.0% | $46.28万 | 加仓 |
| SCHA | SCHA | $792.88万 | 3.50% | 272,656 | 9,674 | 3.7% | $28.13万 | 加仓 |
| SPEM | SPEM | $481.86万 | 2.13% | 102,720 | 24,168 | 30.8% | $113.37万 | 加仓 |
| SCHP | SCHP | $477.63万 | 2.11% | 179,494 | 44,754 | 33.2% | $119.09万 | 加仓 |
| SPMB | SPMB | $471.13万 | 2.08% | 210,420 | -2,768 | -1.3% | -$6.20万 | 减仓 |
| XLF | XLF | $461.20万 | 2.04% | 93,416 | 31,103 | 49.9% | $153.56万 | 加仓 |
| VCLT | VCLT | $429.92万 | 1.90% | 57,538 | 1,533 | 2.7% | $11.45万 | 加仓 |
| ICVT | ICVT | $421.34万 | 1.86% | 41,393 | -357 | -0.9% | -$3.63万 | 减仓 |
| VSS | VSS | $360.70万 | 1.59% | 24,741 | 258 | 1.1% | $3.76万 | 加仓 |
| SPTL | SPTL | $328.16万 | 1.45% | 124,777 | 3,414 | 2.8% | $8.98万 | 加仓 |
| GLDM | GLDM | $320.12万 | 1.41% | 34,537 | -2,088 | -5.7% | -$19.35万 | 减仓 |
| VWOB | VWOB | $313.20万 | 1.38% | 47,679 | 722 | 1.5% | $4.74万 | 加仓 |
| XLRE | XLRE | $301.87万 | 1.33% | 73,934 | -1,813 | -2.4% | -$7.40万 | 减仓 |
| XLI | XLI | $295.27万 | 1.31% | 18,257 | -4,360 | -19.3% | -$70.51万 | 减仓 |
| XLV | XLV | $285.09万 | 1.26% | 19,445 | 753 | 4.0% | $11.04万 | 加仓 |
| MLPX | MLPX | $272.45万 | 1.20% | 36,848 | 1,717 | 4.9% | $12.70万 | 加仓 |
| SJNK | SJNK | $249.17万 | 1.10% | 99,748 | 11,279 | 12.7% | $28.17万 | 加仓 |
| FPE | FPE | $245.38万 | 1.08% | 138,244 | 1,711 | 1.3% | $3.04万 | 加仓 |
| FLRN | FLRN | $231.23万 | 1.02% | 75,124 | -12,217 | -14.0% | -$37.60万 | 减仓 |
| VCIT | VCIT | $228.57万 | 1.01% | 27,622 | 6,540 | 31.0% | $54.12万 | 加仓 |
| XLY | XLY | $221.61万 | 0.98% | 20,335 | 1,490 | 7.9% | $16.24万 | 加仓 |
| XLP | XLP | $201.73万 | 0.89% | 24,607 | 7,204 | 41.4% | $59.06万 | 加仓 |
| XLC | XLC | $190.90万 | 0.84% | 17,220 | -6,083 | -26.1% | -$67.44万 | 减仓 |
| XLU | XLU | $146.34万 | 0.65% | 31,888 | 9,921 | 45.2% | $45.53万 | 加仓 |
| MSFT | MSFT | $137.78万 | 0.61% | 3,722 | 1,528 | 69.6% | $56.56万 | 加仓 |
| JPST | JPST | $132.26万 | 0.58% | 26,134 | -3,393 | -11.5% | -$17.17万 | 减仓 |
| AAPL | AAPL | $128.16万 | 0.57% | 5,050 | 953 | 23.3% | $24.19万 | 加仓 |
| XLB | XLB | $115.26万 | 0.51% | 23,066 | 1,397 | 6.4% | $6.98万 | 加仓 |
| DUK | DUK | $113.80万 | 0.50% | 8,691 | 1 | 0.0% | $131 | 加仓 |
| SCHR | SCHR | $103.33万 | 0.46% | 41,482 | -9,147 | -18.1% | -$22.79万 | 减仓 |
| NVDA | NVDA | $92.54万 | 0.41% | 5,306 | 1,307 | 32.7% | $22.79万 | 加仓 |
| LLY | LLY | $90.87万 | 0.40% | 988 | 59 | 6.4% | $5.43万 | 加仓 |
| XLE | XLE | $86.28万 | 0.38% | 14,084 | -9,072 | -39.2% | -$55.58万 | 减仓 |
| HD | HD | $83.93万 | 0.37% | 2,552 | 10 | 0.4% | $3,289 | 加仓 |
| VTIP | VTIP | $79.42万 | 0.35% | 15,900 | 6,060 | 61.6% | $30.27万 | 加仓 |
| — | PGHY | $63.97万 | 0.28% | 32,955 | 1,736 | 5.6% | $3.37万 | 加仓 |
| — | QQQ | $56.05万 | 0.25% | 971 | -3 | -0.3% | -$1,732 | 减仓 |
| CW | CW | $55.38万 | 0.24% | 813 | 0 | 0.0% | — | 不变 |
| AMZN | AMZN | $45.67万 | 0.20% | 2,193 | -18 | -0.8% | -$3,749 | 减仓 |
| VUG | VUG | $42.59万 | 0.19% | 975 | 0 | 0.0% | — | 不变 |
| VOE | VOE | $38.37万 | 0.17% | 2,082 | 915 | 78.4% | $16.86万 | 加仓 |
| LOW | LOW | $37.78万 | 0.17% | 1,599 | 6 | 0.4% | $1,418 | 加仓 |
| APH | APH | $35.38万 | 0.16% | 2,800 | 0 | 0.0% | — | 不变 |
| — | AVGO | $34.52万 | 0.15% | 1,115 | 300 | 36.8% | $9.29万 | 加仓 |
| T | T | $29.89万 | 0.13% | 10,312 | 68 | 0.7% | $1,971 | 加仓 |
| VOT | VOT | $27.28万 | 0.12% | 1,060 | 539 | 103.5% | $13.87万 | 加仓 |
| BSJQ | BSJQ | $26.48万 | 0.12% | 11,425 | 0 | 0.0% | — | 不变 |
| VGT | VGT | $26.09万 | 0.12% | 374 | 0 | 0.0% | — | 不变 |
| — | AON | $24.89万 | 0.11% | 771 | 0 | 0.0% | — | 不变 |
| GE | GE | $23.69万 | 0.10% | 835 | 327 | 64.4% | $9.28万 | 加仓 |
| EMHY | EMHY | $22.96万 | 0.10% | 5,830 | -92 | -1.6% | -$3,623 | 减仓 |
| META | META | $22.26万 | 0.10% | 389 | 180 | 86.1% | $10.30万 | 加仓 |
| GOOG | GOOG | $21.83万 | 0.10% | 761 | 270 | 55.0% | $7.75万 | 加仓 |
| COF | COF | $21.65万 | 0.10% | 1,187 | 9 | 0.8% | $1,642 | 加仓 |
| UNH | UNH | $20.91万 | 0.09% | 773 | 194 | 33.5% | $5.25万 | 加仓 |
| VBR | VBR | $20.38万 | 0.09% | 938 | 579 | 161.3% | $12.58万 | 加仓 |
| TSLA | TSLA | $19.26万 | 0.09% | 518 | 350 | 208.3% | $13.01万 | 加仓 |
| NFLX | NFLX | $17.79万 | 0.08% | 1,850 | 1,640 | 781.0% | $15.77万 | 加仓 |
| GOOGL | GOOGL | $17.74万 | 0.08% | 617 | 340 | 122.7% | $9.78万 | 加仓 |
| CVX | CVX | $17.38万 | 0.08% | 840 | 68 | 8.8% | $1.41万 | 加仓 |
| VBK | VBK | $17.20万 | 0.08% | 569 | 281 | 97.6% | $8.49万 | 加仓 |
| GPC | GPC | $16.43万 | 0.07% | 1,554 | 0 | 0.0% | — | 不变 |
| GEV | GEV | $15.71万 | 0.07% | 180 | 67 | 59.3% | $5.85万 | 加仓 |
| IBM | IBM | $15.60万 | 0.07% | 643 | 248 | 62.8% | $6.02万 | 加仓 |
| NSC | NSC | $14.28万 | 0.06% | 497 | 2 | 0.4% | $575 | 加仓 |
| AMAT | AMAT | $13.67万 | 0.06% | 400 | 0 | 0.0% | — | 不变 |
| MA | MA | $13.21万 | 0.06% | 264 | 159 | 151.4% | $7.96万 | 加仓 |
| IJH | IJH | $12.95万 | 0.06% | 1,917 | 0 | 0.0% | — | 不变 |
| SPY | SPY | $12.85万 | 0.06% | 198 | 146 | 280.8% | $9.48万 | 加仓 |
| CMBS | CMBS | $11.62万 | 0.05% | 2,385 | -898 | -27.4% | -$4.38万 | 减仓 |
| SO | SO | $11.47万 | 0.05% | 1,188 | 0 | 0.0% | — | 不变 |
| IAGG | IAGG | $11.33万 | 0.05% | 2,265 | -98 | -4.1% | -$4,904 | 减仓 |
| BAB | BAB | $11.32万 | 0.05% | 4,197 | -164 | -3.8% | -$4,421 | 减仓 |
| BRK/B | BRK/B | $11.01万 | 0.05% | 230 | 87 | 60.8% | $4.16万 | 加仓 |
| BSJR | BSJR | $10.91万 | 0.05% | 4,880 | 0 | 0.0% | — | 不变 |
| DELL | DELL | $10.78万 | 0.05% | 657 | -56 | -7.9% | -$9,191 | 减仓 |
| DFAU | DFAU | $10.77万 | 0.05% | 2,386 | 2,386 | — | $10.77万 | 新建仓 |
| ENB | ENB | $10.57万 | 0.05% | 1,953 | 0 | 0.0% | — | 不变 |
| INTC | INTC | $10.33万 | 0.05% | 2,341 | 0 | 0.0% | — | 不变 |
| RY | RY | $9.95万 | 0.04% | 615 | 0 | 0.0% | — | 不变 |
| CMCSA | CMCSA | $9.84万 | 0.04% | 3,428 | 0 | 0.0% | — | 不变 |
| WMT | WMT | $9.26万 | 0.04% | 745 | 355 | 91.0% | $4.41万 | 加仓 |
| V | V | $8.80万 | 0.04% | 291 | 55 | 23.3% | $1.66万 | 加仓 |
| MMM | MMM | $8.05万 | 0.04% | 554 | 0 | 0.0% | — | 不变 |
| WFC | WFC | $7.87万 | 0.03% | 988 | 645 | 188.0% | $5.14万 | 加仓 |
| JPM | JPM | $7.84万 | 0.03% | 266 | 32 | 13.7% | $9,428 | 加仓 |
| CRM | CRM | $7.77万 | 0.03% | 416 | 107 | 34.6% | $2.00万 | 加仓 |
| — | STNC | $7.63万 | 0.03% | 2,248 | 0 | 0.0% | — | 不变 |
| PLTR | PLTR | $7.61万 | 0.03% | 520 | 400 | 333.3% | $5.85万 | 加仓 |
| PM | PM | $7.16万 | 0.03% | 433 | 251 | 137.9% | $4.15万 | 加仓 |
| SCHV | SCHV | $6.84万 | 0.03% | 2,244 | 0 | 0.0% | — | 不变 |
| SCHG | SCHG | $6.79万 | 0.03% | 2,332 | 0 | 0.0% | — | 不变 |