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
XLF SELECT SECTOR SPDR TR $9,3820.00%175 00.0% — 不变
CAMT CAMTEK LTD $9,4610.00%58 551,833.3% $8,972 加仓
MHK MOHAWK INDS INC $9,5850.00%79 00.0% — 不变
NKE NIKE INC $9,6060.00%234 -1,077-82.2% -$4.42万 减仓
CP CANADIAN PACIFIC KANSAS CITY $9,6240.00%111 43.7% $347 加仓
ALAB ASTERA LABS INC $9,6600.00%20 00.0% — 不变
DNN DENISON MINES CORP $9,7250.00%3,178 00.0% — 不变
EWJ ISHARES INC $9,7930.00%105 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $9,8020.00%245 00.0% — 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 7546,854.5% $9,915 加仓
AS AMER SPORTS INC $1.02万0.00%301 2801,333.3% $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%267 114.3% $430 加仓
INSW INTERNATIONAL SEAWAYS INC $1.06万0.00%138 00.0% — 不变
V VISA INC $1.06万0.00%31 26.9% $686 加仓
AME AMETEK INC $1.06万0.00%44 00.0% — 不变
SMR NUSCALE PWR CORP $1.07万0.00%1,062 00.0% — 不变
IONQ IONQ INC $1.07万0.00%200 00.0% — 不变
SIVR ABRDN SILVER ETF TRUST $1.07万0.00%191 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $1.08万0.00%187 133246.3% $7,664 加仓
SBUX STARBUCKS CORP $1.09万0.00%107 4572.6% $4,577 加仓
MYRG MYR GROUP INC $1.10万0.00%22 00.0% — 不变
NAMS NEWAMSTERDAM PHARMA COMPANY $1.10万0.00%325 00.0% — 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 2,2422,911.7% $1.07万 加仓
DHR DANAHER CORP DEL $1.12万0.00%59 32118.5% $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 00.0% — 不变
NVMI NOVA LTD $1.14万0.00%21 19950.0% $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 41.5% $175 加仓
BOH BANK HAWAII CORP $1.15万0.00%141 00.0% — 不变
PWR QUANTA SVCS INC $1.15万0.00%16 00.0% — 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 84.6% $513 加仓
VET VERMILION ENERGY INC $1.17万0.00%1,252 1,24517,785.7% $1.17万 加仓
COLB COLUMBIA BKG SYS INC $1.19万0.00%372 113.0% $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 00.0% — 不变
KNSA KINIKSA PHARMACEUTICALS INTL $1.20万0.00%188 6552.8% $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%872 637.8% $869 加仓
ECG EVERUS CONSTR GROUP $1.21万0.00%73 00.0% — 不变
NWFL NORWOOD FINANCIAL CORP $1.22万0.00%379 00.0% — 不变
EXC EXELON CORP $1.22万0.00%262 9153.2% $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 00.0% — 不变
FTI TECHNIPFMC PLC $1.26万0.00%190 42.2% $265 加仓
EWY ISHARES INC $1.27万0.00%63 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $1.28万0.00%54 00.0% — 不变
KDP KEURIG DR PEPPER INC $1.28万0.00%391 3793,158.3% $1.24万 加仓
FNB F N B CORP $1.30万0.00%680 223.3% $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 3777.1% $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 2821.4% $2,334 加仓
DLO DLOCAL LTD $1.33万0.00%1,022 222.2% $286 加仓
SWKS SKYWORKS SOLUTIONS INC $1.33万0.00%196 8271.9% $5,560 加仓
CTVA CORTEVA INC $1.33万0.00%157 139.0% $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 1,084384.4% $1.06万 加仓
DDOG DATADOG INC $1.35万0.00%52 502,500.0% $1.30万 加仓
AG FIRST MAJESTIC SILVER CORP $1.36万0.00%800 467140.2% $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%28 521.7% $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%267 197.7% $987 加仓
ORCL ORACLE CORP $1.39万0.00%95 44.4% $586 加仓
— LIBERTY BROADBAND CORP $1.41万0.00%425 42442,400.0% $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 12.3% $341 加仓
VRT VERTIV HOLDINGS CO $1.51万0.00%45 12.3% $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 20100.0% $7,569 加仓
BUD ANHEUSER BUSCH INBEV SA NV $1.52万0.00%184 42.2% $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 00.0% — 不变
REXR REXFORD INDL RLTY INC $1.56万0.00%467 21283.1% $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 52157.6% $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 74.0% $608 加仓
BOW BOWHEAD SPECIALTY HLDGS INC $1.59万0.00%531 13433.8% $4,011 加仓
— CHART INDS INC $1.61万0.00%77 00.0% — 不变
STOK STOKE THERAPEUTICS INC $1.64万0.00%500 00.0% — 不变
CL COLGATE PALMOLIVE CO $1.66万0.00%181 92103.4% $8,435 加仓
BNY BANK OF NY MELLON CORP $1.66万0.00%115 103858.3% $1.49万 加仓
ED CONSOLIDATED EDISON INC $1.68万0.00%152 00.0% — 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 00.0% — 不变
XEL XCEL ENERGY INC $1.69万0.00%211 10090.1% $8,030 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $1.71万0.00%343 243243.0% $1.21万 加仓
UUUU ENERGY FUELS INC $1.71万0.00%1,181 00.0% — 不变
SPYG SPDR SERIES TRUST $1.71万0.00%144 00.0% — 不变
NBBK NB BANCORP INC $1.73万0.00%818 00.0% — 不变
COHR COHERENT CORP $1.74万0.00%44 24.8% $789 加仓
ARM ARM HOLDINGS PLC $1.74万0.00%49 511.4% $1,773 加仓
VST VISTRA CORP $1.78万0.00%112 00.0% — 不变
TXNM TXNM ENERGY INC $1.80万0.00%317 162104.5% $9,184 加仓