Stone House Investment Management, LLC
TUNKHANNOCK PA · SEC CIK 0001696497
$5.58亿2026Q1 申报市值
1,067持仓数
63.3%前十大占比 · 第一大 11.8%
312 / 89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
IVV 加仓+$2,494.48万
EFG 加仓+$1,601.05万
GOVT 加仓+$1,240.55万
ITA 加仓+$458.59万
FENI 加仓+$425.16万
2026Q1 卖出最多 按季末市值估算
SPYM 减仓-$6,104.40万
IXUS 减仓-$2,857.41万
OEF 减仓-$2,601.88万
IAU 减仓-$725.63万
FBND 减仓-$676.05万
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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $18.08万 | 0.03% | 2,577 | 11 | 0.4% | $772 | 加仓 |
| CVX | CHEVRON CORPORATION | $18.33万 | 0.03% | 886 | -179 | -16.8% | -$3.70万 | 减仓 |
| LOW | LOWES COS INC | $18.76万 | 0.03% | 794 | -102 | -11.4% | -$2.41万 | 减仓 |
| QQQ | INVESCO QQQ TR | $19.23万 | 0.03% | 333 | -51 | -13.3% | -$2.95万 | 减仓 |
| IYW | ISHARES TR | $19.41万 | 0.03% | 1,070 | -4,551 | -81.0% | -$82.57万 | 减仓 |
| GDX | VANECK ETF TRUST | $19.73万 | 0.04% | 2,150 | 164 | 8.3% | $1.51万 | 加仓 |
| — | HONEYWELL INTL INC | $19.80万 | 0.04% | 876 | 700 | 397.7% | $15.82万 | 加仓 |
| META | META PLATFORMS INC | $20.18万 | 0.04% | 353 | -121 | -25.5% | -$6.92万 | 减仓 |
| UGI | UGI CORP NEW | $20.34万 | 0.04% | 5,586 | 28 | 0.5% | $1,020 | 加仓 |
| EMXC | ISHARES INC | $20.46万 | 0.04% | 2,601 | -648 | -19.9% | -$5.10万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $21.09万 | 0.04% | 2,805 | 1,194 | 74.1% | $8.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.13万 | 0.04% | 212 | 1 | 0.5% | $997 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $21.25万 | 0.04% | 629 | 583 | 1,267.4% | $19.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $21.75万 | 0.04% | 498 | 22 | 4.6% | $9,609 | 加仓 |
| NBTB | NBT BANCORP INC | $21.99万 | 0.04% | 5,165 | 1 | 0.0% | $43 | 加仓 |
| TJX | TJX COS INC NEW | $22.27万 | 0.04% | 1,394 | 33 | 2.4% | $5,271 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $22.33万 | 0.04% | 3,808 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $22.69万 | 0.04% | 2,540 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.78万 | 0.04% | 693 | 101 | 17.1% | $3.32万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $24.00万 | 0.04% | 3,595 | 37 | 1.0% | $2,470 | 加仓 |
| GE | GE AEROSPACE | $24.07万 | 0.04% | 848 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $24.39万 | 0.04% | 5,226 | -1,290 | -19.8% | -$6.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.07万 | 0.04% | 385 | -31 | -7.5% | -$2.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $25.37万 | 0.05% | 1,713 | 76 | 4.6% | $1.13万 | 加仓 |
| ICVT | ISHARES TR | $26.17万 | 0.05% | 2,571 | -2,448 | -48.8% | -$24.92万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.53万 | 0.05% | 4,663 | 1,851 | 65.8% | $10.93万 | 加仓 |
| TSLA | TESLA INC | $27.83万 | 0.05% | 749 | -12 | -1.6% | -$4,458 | 减仓 |
| GLD | SPDR GOLD TR | $30.77万 | 0.06% | 715 | 50 | 7.5% | $2.15万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $32.12万 | 0.06% | 4,362 | 2,114 | 94.0% | $15.57万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $32.84万 | 0.06% | 11,459 | 5,699 | 98.9% | $16.33万 | 加仓 |
| WMT | WALMART INC | $33.09万 | 0.06% | 2,662 | 1 | 0.0% | $124 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.58万 | 0.06% | 562 | 317 | 129.4% | $18.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.65万 | 0.06% | 1,178 | -39 | -3.2% | -$1.15万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $34.95万 | 0.06% | 7,273 | 3,196 | 78.4% | $15.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.50万 | 0.07% | 1,794 | -8 | -0.4% | -$1,627 | 减仓 |
| CB | CHUBB LTD SWITZ | $37.15万 | 0.07% | 1,140 | 4 | 0.4% | $1,303 | 加仓 |
| USMV | ISHARES TR | $37.79万 | 0.07% | 4,075 | 53 | 1.3% | $4,915 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.30万 | 0.07% | 2,100 | -34 | -1.6% | -$6,525 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.82万 | 0.07% | 6,526 | -880 | -11.9% | -$5.64万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $41.85万 | 0.07% | 2,011 | 2,010 | 201,000.0% | $41.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $48.89万 | 0.09% | 2,492 | 25 | 1.0% | $4,905 | 加仓 |
| IUSV | ISHARES TR | $49.50万 | 0.09% | 4,841 | 38 | 0.8% | $3,886 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $49.62万 | 0.09% | 8,476 | 2,458 | 40.8% | $14.39万 | 加仓 |
| — | EXXON MOBIL CORP | $50.15万 | 0.09% | 2,956 | 718 | 32.1% | $12.18万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $51.63万 | 0.09% | 7,111 | 378 | 5.6% | $2.74万 | 加仓 |
| OEF | ISHARES TR | $51.81万 | 0.09% | 1,629 | -81,813 | -98.0% | -$2,601.88万 | 减仓 |
| PFIS | PEOPLES FINL SVCS CORP | $54.29万 | 0.10% | 10,180 | 14 | 0.1% | $747 | 加仓 |
| VO | VANGUARD INDEX FDS | $56.69万 | 0.10% | 1,974 | 8 | 0.4% | $2,297 | 加仓 |
| IJH | ISHARES TR | $57.09万 | 0.10% | 8,453 | 31 | 0.4% | $2,094 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $58.83万 | 0.11% | 5,363 | -88 | -1.6% | -$9,653 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $64.31万 | 0.12% | 13,960 | 7,035 | 101.6% | $32.41万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $69.59万 | 0.12% | 5,075 | 5,075 | — | $69.59万 | 新建仓 |
| MSFT | MICROSOFT CORP | $71.06万 | 0.13% | 1,920 | 50 | 2.7% | $1.85万 | 加仓 |
| GOOG | ALPHABET INC | $78.26万 | 0.14% | 2,728 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $89.20万 | 0.16% | 8,986 | 65 | 0.7% | $6,452 | 加仓 |
| GOOGL | ALPHABET INC | $99.31万 | 0.18% | 3,454 | 681 | 24.6% | $19.58万 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP | $125.94万 | 0.23% | 56,373 | -7,343 | -11.5% | -$16.40万 | 减仓 |
| AMZN | AMAZON COM INC | $128.04万 | 0.23% | 6,148 | 74 | 1.2% | $1.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $130.93万 | 0.23% | 7,508 | 329 | 4.6% | $5.74万 | 加仓 |
| AAPL | APPLE INC | $204.30万 | 0.37% | 8,050 | 933 | 13.1% | $23.68万 | 加仓 |
| ISTB | ISHARES TR | $236.19万 | 0.42% | 48,739 | 1,578 | 3.3% | $7.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $403.93万 | 0.72% | 45,818 | -82,308 | -64.2% | -$725.63万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $655.06万 | 1.17% | 126,143 | -28,820 | -18.6% | -$149.66万 | 减仓 |
| MUB | ISHARES TR | $671.66万 | 1.20% | 63,275 | 9,504 | 17.7% | $100.89万 | 加仓 |
| IAGG | ISHARES TR | $1,024.60万 | 1.84% | 204,757 | 12,694 | 6.6% | $63.52万 | 加仓 |
| ITA | ISHARES TR | $1,074.90万 | 1.93% | 49,138 | 20,964 | 74.4% | $458.59万 | 加仓 |
| GOVT | ISHARES TR | $1,296.25万 | 2.32% | 565,800 | 541,489 | 2,227.3% | $1,240.55万 | 加仓 |
| MBB | ISHARES TR | $1,337.82万 | 2.40% | 140,897 | 5,560 | 4.1% | $52.79万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,505.03万 | 2.70% | 415,525 | 20,402 | 5.2% | $73.90万 | 加仓 |
| MTUM | ISHARES TR | $1,506.83万 | 2.70% | 62,787 | 3,745 | 6.3% | $89.88万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,548.55万 | 2.77% | 469,968 | 45,488 | 10.7% | $149.88万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,648.99万 | 2.95% | 443,277 | 114,290 | 34.7% | $425.16万 | 加仓 |
| QUAL | ISHARES TR | $1,652.20万 | 2.96% | 86,137 | 1,889 | 2.2% | $36.23万 | 加仓 |
| EFG | ISHARES TR | $1,771.86万 | 3.18% | 159,096 | 143,759 | 937.3% | $1,601.05万 | 加仓 |
| TLH | ISHARES TR | $1,828.29万 | 3.28% | 181,522 | 7,506 | 4.3% | $75.60万 | 加仓 |
| EFV | ISHARES TR | $2,852.44万 | 5.11% | 383,650 | -6,291 | -1.6% | -$46.77万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,978.46万 | 5.34% | 652,885 | -148,191 | -18.5% | -$676.05万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,006.69万 | 5.39% | 208,162 | -10,791 | -4.9% | -$155.87万 | 减仓 |
| IEMG | ISHARES INC | $3,127.46万 | 5.60% | 448,381 | -35,713 | -7.4% | -$249.10万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,339.63万 | 5.98% | 574,017 | -84,109 | -12.8% | -$489.35万 | 减仓 |
| IVW | ISHARES TR | $3,357.52万 | 6.02% | 296,836 | 15,193 | 5.4% | $171.85万 | 加仓 |
| IVE | ISHARES TR | $3,741.91万 | 6.71% | 177,216 | -21,814 | -11.0% | -$460.60万 | 减仓 |
| IUSB | ISHARES TR | $4,513.74万 | 8.09% | 977,212 | 34,187 | 3.6% | $157.91万 | 加仓 |
| IVV | ISHARES TR | $6,587.30万 | 11.80% | 100,845 | 38,188 | 60.9% | $2,494.48万 | 加仓 |