Stone House Investment Management, LLC
TUNKHANNOCK PA · SEC CIK 0001696497
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| XLF | SELECT SECTOR SPDR TR | $9,382 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $9,461 | 0.00% | 58 | 55 | 1,833.3% | $8,972 | 加仓 |
| MHK | MOHAWK INDS INC | $9,585 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $9,606 | 0.00% | 234 | -1,077 | -82.2% | -$4.42万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $9,624 | 0.00% | 111 | 4 | 3.7% | $347 | 加仓 |
| ALAB | ASTERA LABS INC | $9,660 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $9,725 | 0.00% | 3,178 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $9,793 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO | $9,802 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $1.00万 | 0.00% | 350 | 350 | — | $1.00万 | 新建仓 |
| HLF | HERBALIFE LTD | $1.01万 | 0.00% | 765 | 754 | 6,854.5% | $9,915 | 加仓 |
| AS | AMER SPORTS INC | $1.02万 | 0.00% | 301 | 280 | 1,333.3% | $9,475 | 加仓 |
| MP | MP MATERIALS CORP | $1.04万 | 0.00% | 186 | -10 | -5.1% | -$560 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.04万 | 0.00% | 267 | 11 | 4.3% | $430 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $1.06万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $1.06万 | 0.00% | 31 | 2 | 6.9% | $686 | 加仓 |
| AME | AMETEK INC | $1.06万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $1.07万 | 0.00% | 1,062 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $1.07万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.08万 | 0.00% | 187 | 133 | 246.3% | $7,664 | 加仓 |
| SBUX | STARBUCKS CORP | $1.09万 | 0.00% | 107 | 45 | 72.6% | $4,577 | 加仓 |
| MYRG | MYR GROUP INC | $1.10万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1.10万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $1.11万 | 0.00% | 1,040 | -983 | -48.6% | -$1.05万 | 减仓 |
| FINV | FINVOLUTION GROUP | $1.11万 | 0.00% | 2,319 | 2,242 | 2,911.7% | $1.07万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.12万 | 0.00% | 59 | 32 | 118.5% | $6,095 | 加仓 |
| ERIE | ERIE INDTY CO | $1.13万 | 0.00% | 47 | 47 | — | $1.13万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1.13万 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $1.14万 | 0.00% | 21 | 19 | 950.0% | $1.03万 | 加仓 |
| SKM | SK TELECOM CO LTD | $1.14万 | 0.00% | 355 | 355 | — | $1.14万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $1.15万 | 0.00% | 263 | 4 | 1.5% | $175 | 加仓 |
| BOH | BANK HAWAII CORP | $1.15万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.15万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $1.16万 | 0.00% | 1,125 | 1,125 | — | $1.16万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.17万 | 0.00% | 182 | 8 | 4.6% | $513 | 加仓 |
| VET | VERMILION ENERGY INC | $1.17万 | 0.00% | 1,252 | 1,245 | 17,785.7% | $1.17万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $1.19万 | 0.00% | 372 | 11 | 3.0% | $353 | 加仓 |
| CME | CME GROUP INC | $1.19万 | 0.00% | 54 | -60 | -52.6% | -$1.32万 | 减仓 |
| ASML | ASML HLDG NV | $1.19万 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1.20万 | 0.00% | 188 | 65 | 52.8% | $4,157 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.20万 | 0.00% | 334 | 334 | — | $1.20万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $1.20万 | 0.00% | 872 | 63 | 7.8% | $869 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $1.21万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| NWFL | NORWOOD FINANCIAL CORP | $1.22万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $1.22万 | 0.00% | 262 | 91 | 53.2% | $4,239 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.24万 | 0.00% | 24 | -1 | -4.0% | -$516 | 减仓 |
| URI | UNITED RENTALS INC | $1.25万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $1.26万 | 0.00% | 190 | 4 | 2.2% | $265 | 加仓 |
| EWY | ISHARES INC | $1.27万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.28万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1.28万 | 0.00% | 391 | 379 | 3,158.3% | $1.24万 | 加仓 |
| FNB | F N B CORP | $1.30万 | 0.00% | 680 | 22 | 3.3% | $420 | 加仓 |
| EMB | ISHARES TR | $1.30万 | 0.00% | 135 | -561 | -80.6% | -$5.42万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.32万 | 0.00% | 85 | 37 | 77.1% | $5,740 | 加仓 |
| AVAV | AEROVIRONMENT INC | $1.32万 | 0.00% | 80 | 80 | — | $1.32万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1.33万 | 0.00% | 159 | 28 | 21.4% | $2,334 | 加仓 |
| DLO | DLOCAL LTD | $1.33万 | 0.00% | 1,022 | 22 | 2.2% | $286 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1.33万 | 0.00% | 196 | 82 | 71.9% | $5,560 | 加仓 |
| CTVA | CORTEVA INC | $1.33万 | 0.00% | 157 | 13 | 9.0% | $1,101 | 加仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $1.34万 | 0.00% | 1,703 | 1,703 | — | $1.34万 | 新建仓 |
| SSL | SASOL LTD | $1.34万 | 0.00% | 1,366 | 1,084 | 384.4% | $1.06万 | 加仓 |
| DDOG | DATADOG INC | $1.35万 | 0.00% | 52 | 50 | 2,500.0% | $1.30万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1.36万 | 0.00% | 800 | 467 | 140.2% | $7,920 | 加仓 |
| HCA | HCA HEALTHCARE INC | $1.36万 | 0.00% | 35 | -33 | -48.5% | -$1.29万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $1.38万 | 0.00% | 28 | 5 | 21.7% | $2,456 | 加仓 |
| CCI | CROWN CASTLE INC | $1.38万 | 0.00% | 182 | -89 | -32.8% | -$6,740 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $1.39万 | 0.00% | 267 | 19 | 7.7% | $987 | 加仓 |
| ORCL | ORACLE CORP | $1.39万 | 0.00% | 95 | 4 | 4.4% | $586 | 加仓 |
| — | LIBERTY BROADBAND CORP | $1.41万 | 0.00% | 425 | 424 | 42,400.0% | $1.41万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1.45万 | 0.00% | 135 | -3 | -2.2% | -$321 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.50万 | 0.00% | 44 | 1 | 2.3% | $341 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.51万 | 0.00% | 45 | 1 | 2.3% | $335 | 加仓 |
| T | AT&T INC | $1.51万 | 0.00% | 728 | -671 | -48.0% | -$1.39万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1.51万 | 0.00% | 40 | 20 | 100.0% | $7,569 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.52万 | 0.00% | 184 | 4 | 2.2% | $330 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $1.52万 | 0.00% | 74 | 74 | — | $1.52万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $1.52万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $1.56万 | 0.00% | 467 | 212 | 83.1% | $7,102 | 加仓 |
| FLR | FLUOR CORP | $1.57万 | 0.00% | 300 | 300 | — | $1.57万 | 新建仓 |
| QCOM | QUALCOMM INC | $1.58万 | 0.00% | 85 | 52 | 157.6% | $9,663 | 加仓 |
| TBN | TAMBORAN RES CORP | $1.58万 | 0.00% | 486 | 486 | — | $1.58万 | 新建仓 |
| OKE | ONEOK INC NEW | $1.58万 | 0.00% | 182 | 7 | 4.0% | $608 | 加仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $1.59万 | 0.00% | 531 | 134 | 33.8% | $4,011 | 加仓 |
| — | CHART INDS INC | $1.61万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| STOK | STOKE THERAPEUTICS INC | $1.64万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1.66万 | 0.00% | 181 | 92 | 103.4% | $8,435 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1.66万 | 0.00% | 115 | 103 | 858.3% | $1.49万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1.68万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1.68万 | 0.00% | 1,682 | 1,682 | — | $1.68万 | 新建仓 |
| NNE | NANO NUCLEAR ENERGY INC | $1.69万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $1.69万 | 0.00% | 211 | 100 | 90.1% | $8,030 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1.71万 | 0.00% | 343 | 243 | 243.0% | $1.21万 | 加仓 |
| UUUU | ENERGY FUELS INC | $1.71万 | 0.00% | 1,181 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $1.71万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| NBBK | NB BANCORP INC | $1.73万 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $1.74万 | 0.00% | 44 | 2 | 4.8% | $789 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.74万 | 0.00% | 49 | 5 | 11.4% | $1,773 | 加仓 |
| VST | VISTRA CORP | $1.78万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $1.80万 | 0.00% | 317 | 162 | 104.5% | $9,184 | 加仓 |