13F 机构持仓

Stone House Investment Management, LLC

TUNKHANNOCK PA · SEC CIK 0001696497

2026Q22026Q1 更早 9 个季度 🔒
$7.52亿2026Q2 申报市值
1,337持仓数
61.4%前十大占比 · 第一大 13.9%
345 / 105新建仓 / 清仓
申报市值走势$7.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.9%
IUSB 8.0%
SPYM 7.8%
IVW 5.5%
DYNF 5.3%
IVE 4.8%
FBND 4.7%
IXUS 4.1%
PG 4.0%
IEMG 3.2%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$5,864.35万
IXUS 加仓+$3,101.48万
IVV 加仓+$2,879.86万
IJH 加仓+$1,601.00万
BLCR 新建仓+$1,524.75万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1,739.01万
EFV 减仓-$1,600.46万
IEMG 减仓-$1,292.08万
IAGG 减仓-$1,021.09万
MTUM 减仓-$585.48万

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
TIGO MILLICOM INTL CELLULAR S A $5,4460.00%60 00.0% — 不变
APH AMPHENOL CORP $5,4660.00%31 -4-11.4% -$705 减仓
PHM PULTE GROUP INC $5,4880.00%40 -18-31.0% -$2,470 减仓
ING ING GROEP N.V. $5,5230.00%176 00.0% — 不变
BCH BANCO DE CHILE $5,5270.00%139 -19-12.0% -$755 减仓
IVA INVENTIVA SA $5,5300.00%1,463 1,463— $5,530 新建仓
CRH CRH PLC $5,5640.00%52 -2-3.7% -$214 减仓
DLR DIGITAL RLTY TR INC $5,5670.00%31 27675.0% $4,849 加仓
ROAD CONSTRUCTION PARTNERS INC $5,7010.00%48 00.0% — 不变
MYGN MYRIAD GENETICS INC $5,7100.00%1,000 00.0% — 不变
XLP SELECT SECTOR SPDR TR $5,7320.00%69 00.0% — 不变
OPCH OPTION CARE HEALTH INC $5,7460.00%274 274— $5,746 新建仓
— AARDVARK THERAPEUTICS INC $5,7600.00%1,000 00.0% — 不变
CPB THE CAMPBELLS COMPANY $5,8350.00%262 262— $5,835 新建仓
FRVO FERVO ENERGY CO $5,8460.00%200 200— $5,846 新建仓
FULT FULTON FINL CORP PA $5,8540.00%242 242— $5,854 新建仓
IVZ INVESCO LTD $5,8850.00%223 00.0% — 不变
CNC CENTENE CORP DEL $5,9050.00%92 1722.7% $1,091 加仓
BTI BRITISH AMERN TOB PLC $5,9290.00%96 50108.7% $3,088 加仓
WAB WABTEC $5,9310.00%22 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $5,9500.00%22 00.0% — 不变
E ENI SPA $5,9980.00%128 -92-41.8% -$4,311 减仓
KLAC KLA CORP $6,0340.00%20 00.0% — 不变
EMBJ EMBRAER S.A. $6,0610.00%95 60171.4% $3,828 加仓
PKX POSCO HOLDINGS INC $6,0630.00%118 118— $6,063 新建仓
ES EVERSOURCE ENERGY $6,0710.00%84 43104.9% $3,108 加仓
MDU MDU RES GROUP INC $6,1930.00%292 00.0% — 不变
CMC COMMERCIAL METALS CO $6,2750.00%100 00.0% — 不变
JBS JBS N.V. $6,3280.00%534 534— $6,328 新建仓
RIO RIO TINTO PLC $6,4550.00%68 46.2% $380 加仓
FNV FRANCO NEV CORP $6,4620.00%31 31— $6,462 新建仓
Q QNITY ELECTRONICS INC $6,5320.00%40 -29-42.0% -$4,736 减仓
RDY DR REDDYS LABS LTD $6,5490.00%452 -10-2.2% -$145 减仓
F FORD MTR CO $6,5740.00%473 321211.2% $4,461 加仓
— GRAYSCALE XRP TR ETF $6,6220.00%327 327— $6,622 新建仓
LAR LITHIUM ARGENTINA AG $6,6330.00%802 802— $6,633 新建仓
HOG HARLEY DAVIDSON INC $6,6530.00%272 2686,700.0% $6,555 重新持有
MCHP MICROCHIP TECHNOLOGY INC. $6,6580.00%73 73— $6,658 新建仓
APP APPLOVIN CORP $6,6980.00%13 11550.0% $5,668 重新持有
CFG CITIZENS FINL GROUP INC $6,7270.00%96 1417.1% $981 加仓
OLED UNIVERSAL DISPLAY CORP $6,7540.00%78 78— $6,754 新建仓
LGN LEGENCE CORP $6,8180.00%80 00.0% — 不变
ARKX ARK ETF TR $6,8240.00%200 100100.0% $3,412 加仓
IGM ISHARES TR $6,8700.00%42 00.0% — 不变
ALB ALBEMARLE CORP $6,8870.00%51 35218.8% $4,726 加仓
KHC KRAFT HEINZ CO $6,9440.00%294 2751,447.4% $6,495 重新持有
AOR ISHARES TR $6,9500.00%100 100— $6,950 新建仓
BKU BANKUNITED INC $6,9770.00%144 21.4% $97 加仓
KGC KINROSS GOLD CORP $7,0150.00%297 -10-3.3% -$236 减仓
PPTA PERPETUA RESOURCES CORP $7,0380.00%339 -77-18.5% -$1,599 减仓
LASR NLIGHT INC $7,0820.00%102 66183.3% $4,582 加仓
BLCO BAUSCH PLUS LOMB CORP $7,0880.00%428 -80-15.7% -$1,325 减仓
DUK DUKE ENERGY CORP NEW $7,2150.00%57 23.6% $253 加仓
DEO DIAGEO PLC $7,2340.00%90 44.7% $322 加仓
TAK TAKEDA PHARMACEUTICAL CO LTD $7,3260.00%457 -620-57.6% -$9,939 减仓
BKR BAKER HUGHES COMPANY $7,3260.00%132 00.0% — 不变
LRCX LAM RESEARCH CORP $7,3670.00%17 430.8% $1,733 加仓
VTR VENTAS INC $7,3700.00%83 00.0% — 不变
AZN ASTRAZENECA PLC $7,3950.00%39 12.6% $190 加仓
PLNT PLANET FITNESS MASTER ISSUER $7,5650.00%145 145— $7,565 新建仓
SA SEABRIDGE GOLD INC $7,5680.00%294 294— $7,568 新建仓
FHN FIRST HORIZON CORPORATION $7,6150.00%297 82.8% $205 加仓
AUGO AURA MINERALS INC $7,6170.00%121 121— $7,617 新建仓
STZ CONSTELLATION BRANDS INC $7,6500.00%55 55— $7,650 新建仓
NRG NRG ENERGY INC $7,7410.00%53 00.0% — 不变
STK COLUMBIA SELIGM PREM TECH GR $7,7570.00%144 00.0% — 不变
WEN WENDYS CO $7,8260.00%944 43986.9% $3,639 加仓
LXU LSB INDS INC $7,8480.00%726 726— $7,848 新建仓
URTH ISHARES INC $7,9030.00%39 00.0% — 不变
VALE VALE S A $7,9110.00%526 278112.1% $4,181 加仓
TTE TOTALENERGIES SE $7,9320.00%102 00.0% — 不变
ETR ENTERGY CORP NEW $8,0400.00%70 00.0% — 不变
— ISHARES ETHEREUM TR $8,0500.00%677 382129.5% $4,542 加仓
DB DEUTSCHE BK AG $8,1360.00%241 2332,912.5% $7,866 加仓
MPT MEDICAL PROPERTIES TRUST INC $8,2100.00%1,777 53943.5% $2,490 加仓
CERY SPDR SERIES TRUST $8,2330.00%246 -43-14.9% -$1,439 减仓
CDE COEUR MNG INC $8,4210.00%516 91.8% $147 加仓
PPL PPL CORP $8,4330.00%232 206792.3% $7,488 加仓
GLNG GOLAR LNG LTD $8,4730.00%170 1591,445.5% $7,925 加仓
BTG B2GOLD CORP $8,5010.00%2,273 00.0% — 不变
EFXT ENERFLEX LTD $8,6030.00%351 351— $8,603 新建仓
WST WEST PHARMACEUTICAL SVSC INC $8,6160.00%24 13118.2% $4,667 加仓
AEP AMERICAN ELEC PWR CO INC $8,6190.00%63 00.0% — 不变
HG HAMILTON INSURANCE GROUP LTD $8,6550.00%255 223696.9% $7,569 加仓
HSAI HESAI GROUP $8,6730.00%476 430934.8% $7,835 加仓
ALGM ALLEGRO MICROSYSTEMS INC $8,7030.00%125 125— $8,703 新建仓
DAL DELTA AIR LINES INC $8,7100.00%93 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $8,7520.00%25 00.0% — 不变
MZTI MARZETTI COMPANY $8,7900.00%77 77— $8,790 新建仓
RAPP RAPPORT THERAPEUTICS INC $8,7920.00%211 211— $8,792 新建仓
TBBB BBB FOODS INC $8,9170.00%214 136.5% $542 加仓
AFYA AFYA LTD $8,9190.00%601 13328.4% $1,974 加仓
EQX EQUINOX GOLD CORP $9,0100.00%927 -166-15.2% -$1,613 减仓
FTRE FORTREA HLDGS INC $9,0650.00%521 521— $9,065 新建仓
THNQ EXCHANGE TRADED CONCEPTS TRU $9,1210.00%100 00.0% — 不变
XP XP INC $9,1710.00%564 23269.9% $3,772 加仓
KNSL KINSALE CAP GROUP INC $9,2410.00%28 28— $9,241 新建仓
ENLT ENLIGHT RENEWABLE ENERGY LTD $9,2580.00%104 10310,300.0% $9,169 加仓
CMBT CMB.TECH NV $9,2780.00%663 6271,741.7% $8,774 加仓
UAMY UNITED STATES ANTIMONY CORP $9,2930.00%1,280 00.0% — 不变