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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $1.80万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $1.81万 | 0.00% | 254 | 1 | 0.4% | $71 | 加仓 |
| TMUS | T-MOBILE US INC | $1.86万 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $1.89万 | 0.00% | 695 | 200 | 40.4% | $5,442 | 加仓 |
| HSBC | HSBC HLDGS PLC | $1.93万 | 0.00% | 203 | 162 | 395.1% | $1.54万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1.94万 | 0.00% | 288 | -190 | -39.7% | -$1.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $1.95万 | 0.00% | 136 | 42 | 44.7% | $6,012 | 加仓 |
| CUBE | CUBESMART | $1.96万 | 0.00% | 493 | 190 | 62.7% | $7,556 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.99万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $1.99万 | 0.00% | 317 | 85 | 36.6% | $5,346 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2.00万 | 0.00% | 814 | 412 | 102.5% | $1.01万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $2.00万 | 0.00% | 585 | 585 | — | $2.00万 | 新建仓 |
| TE | T1 ENERGY INC | $2.00万 | 0.00% | 2,110 | 2,082 | 7,435.7% | $1.97万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2.01万 | 0.00% | 114 | -40 | -26.0% | -$7,036 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $2.02万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $2.03万 | 0.00% | 553 | -27 | -4.7% | -$992 | 减仓 |
| PAYX | PAYCHEX INC | $2.04万 | 0.00% | 207 | 207 | — | $2.04万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $2.04万 | 0.00% | 674 | 194 | 40.4% | $5,859 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2.06万 | 0.00% | 192 | 150 | 357.1% | $1.61万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2.06万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $2.06万 | 0.00% | 145 | 145 | — | $2.06万 | 新建仓 |
| NEM | NEWMONT CORP | $2.07万 | 0.00% | 222 | -15 | -6.3% | -$1,401 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2.08万 | 0.00% | 178 | 41 | 29.9% | $4,788 | 加仓 |
| KVUE | KENVUE INC | $2.08万 | 0.00% | 1,091 | 105 | 10.6% | $2,007 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $2.10万 | 0.00% | 445 | 445 | — | $2.10万 | 新建仓 |
| CAVA | CAVA GROUP INC | $2.14万 | 0.00% | 273 | 7 | 2.6% | $549 | 加仓 |
| BAC | BANK OF AMER CORP | $2.15万 | 0.00% | 378 | 51 | 15.6% | $2,905 | 加仓 |
| KEY | KEYCORP | $2.16万 | 0.00% | 935 | 57 | 6.5% | $1,314 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $2.17万 | 0.00% | 530 | -230 | -30.3% | -$9,396 | 减仓 |
| HEFA | ISHARES TR | $2.19万 | 0.00% | 467 | -1,113 | -70.4% | -$5.22万 | 减仓 |
| INTC | INTEL CORP | $2.21万 | 0.00% | 158 | 58 | 58.0% | $8,099 | 加仓 |
| DIS | DISNEY WALT CO | $2.21万 | 0.00% | 230 | 116 | 101.8% | $1.12万 | 加仓 |
| SSRM | SSR MINING IN | $2.21万 | 0.00% | 783 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2.22万 | 0.00% | 85 | 85 | — | $2.22万 | 新建仓 |
| MET | METLIFE INC | $2.24万 | 0.00% | 265 | 131 | 97.8% | $1.11万 | 加仓 |
| CLS | CELESTICA INC | $2.26万 | 0.00% | 62 | 2 | 3.3% | $730 | 加仓 |
| CW | CURTISS WRIGHT CORP | $2.27万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $2.30万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2.32万 | 0.00% | 158 | 32 | 25.4% | $4,696 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2.33万 | 0.00% | 404 | -6 | -1.5% | -$346 | 减仓 |
| HAL | HALLIBURTON CO | $2.35万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $2.37万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $2.38万 | 0.00% | 3,378 | 28 | 0.8% | $197 | 加仓 |
| NUE | NUCOR CORP | $2.43万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.49万 | 0.00% | 715 | 678 | 1,832.4% | $2.36万 | 加仓 |
| TER | TERADYNE INC | $2.52万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.52万 | 0.00% | 1,300 | 1,300 | — | $2.52万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.58万 | 0.00% | 115 | 88 | 325.9% | $1.97万 | 加仓 |
| COP | CONOCOPHILLIPS | $2.62万 | 0.00% | 252 | -47 | -15.7% | -$4,896 | 减仓 |
| D | DOMINION ENERGY INC | $2.63万 | 0.00% | 385 | -208 | -35.1% | -$1.42万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2.66万 | 0.00% | 88 | 36 | 69.2% | $1.09万 | 加仓 |
| HSY | HERSHEY CO | $2.71万 | 0.00% | 155 | 73 | 89.0% | $1.28万 | 加仓 |
| UMH | UMH PPTYS INC | $2.75万 | 0.00% | 1,816 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $2.76万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.77万 | 0.00% | 300 | 2 | 0.7% | $184 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $2.77万 | 0.00% | 253 | 253 | — | $2.77万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $2.82万 | 0.00% | 89 | 2 | 2.3% | $634 | 加仓 |
| ICVT | ISHARES TR | $2.83万 | 0.00% | 232 | -2,339 | -91.0% | -$28.48万 | 减仓 |
| PSA | PUBLIC STORAGE | $2.83万 | 0.00% | 89 | 25 | 39.1% | $7,958 | 加仓 |
| XAR | SPDR SERIES TRUST | $2.84万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AYA | AYA GOLD & SILVER INC | $2.84万 | 0.00% | 1,500 | 1,500 | — | $2.84万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $2.90万 | 0.00% | 1,503 | 3 | 0.2% | $58 | 加仓 |
| ET | ENERGY TRANSFER L P | $2.91万 | 0.00% | 1,523 | 8 | 0.5% | $153 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2.93万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $3.00万 | 0.00% | 868 | 760 | 703.7% | $2.62万 | 重新持有 |
| TFC | TRUIST FINL CORP | $3.00万 | 0.00% | 601 | 128 | 27.1% | $6,381 | 加仓 |
| GILD | GILEAD SCIENCES INC | $3.12万 | 0.00% | 247 | 123 | 99.2% | $1.55万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $3.12万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $3.15万 | 0.00% | 137 | 137 | — | $3.15万 | 新建仓 |
| MRX | MAREX GROUP PLC | $3.16万 | 0.00% | 519 | 18 | 3.6% | $1,097 | 加仓 |
| SHOP | SHOPIFY INC | $3.19万 | 0.00% | 279 | 22 | 8.6% | $2,512 | 加仓 |
| IDV | ISHARES TR | $3.23万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $3.24万 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| GLAS | GLASS HOUSE BRANDS INC | $3.25万 | 0.00% | 2,500 | 2,500 | — | $3.25万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.27万 | 0.00% | 98 | 98 | — | $3.27万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $3.27万 | 0.00% | 725 | 475 | 190.0% | $2.14万 | 加仓 |
| CRM | SALESFORCE INC | $3.29万 | 0.00% | 210 | -10 | -4.5% | -$1,568 | 减仓 |
| GLW | CORNING INC | $3.44万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3.52万 | 0.00% | 299 | 2 | 0.7% | $235 | 加仓 |
| — | CITIZENS FINL SVCS INC | $3.59万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3.61万 | 0.00% | 1,063 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $3.63万 | 0.00% | 245 | 240 | 4,800.0% | $3.56万 | 加仓 |
| AGI | ALAMOS GOLD INC | $3.65万 | 0.00% | 1,202 | 591 | 96.7% | $1.79万 | 加仓 |
| CCJ | CAMECO CORP | $3.67万 | 0.00% | 360 | -2 | -0.6% | -$204 | 减仓 |
| MAS | MASCO CORP | $3.72万 | 0.00% | 458 | 3 | 0.7% | $244 | 加仓 |
| MO | ALTRIA GROUP INC | $3.76万 | 0.01% | 523 | 170 | 48.2% | $1.22万 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $3.77万 | 0.01% | 463 | -6,648 | -93.5% | -$54.15万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $3.78万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $3.80万 | 0.01% | 1,201 | 7 | 0.6% | $221 | 加仓 |
| RTX | RTX CORPORATION | $3.80万 | 0.01% | 201 | 1 | 0.5% | $189 | 加仓 |
| EOG | EOG RES INC | $3.83万 | 0.01% | 296 | 7 | 2.4% | $907 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $3.85万 | 0.01% | 1,285 | 179 | 16.2% | $5,365 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.87万 | 0.01% | 78 | -5 | -6.0% | -$2,484 | 减仓 |
| EQPT | EQUIPMENTSHARE COM INC | $3.93万 | 0.01% | 2,000 | 1,000 | 100.0% | $1.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4.02万 | 0.01% | 101 | 99 | 4,950.0% | $3.94万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4.08万 | 0.01% | 129 | 104 | 416.0% | $3.29万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $4.14万 | 0.01% | 249 | 59 | 31.1% | $9,814 | 加仓 |
| CAT | CATERPILLAR INC | $4.15万 | 0.01% | 39 | 2 | 5.4% | $2,130 | 加仓 |
| STM | STMICROELECTRONICS N V | $4.18万 | 0.01% | 558 | 358 | 179.0% | $2.68万 | 加仓 |
| TXN | TEXAS INSTRS INC | $4.20万 | 0.01% | 141 | 45 | 46.9% | $1.34万 | 加仓 |