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
PJAN INNOVATOR ETFS TRUST $10.40万0.01%2,102 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $10.45万0.01%219 10592.1% $5.01万 加仓
LIN LINDE PLC $10.48万0.01%202 20120,100.0% $10.43万 加仓
SO SOUTHERN CO $10.57万0.01%1,104 30.3% $287 加仓
VLO VALERO ENERGY CORP $10.76万0.01%413 10.2% $260 加仓
FE FIRSTENERGY CORP $10.80万0.01%2,272 221.0% $1,046 加仓
IEFA ISHARES TR $10.85万0.01%1,124 -3-0.3% -$290 减仓
WMB WILLIAMS COS INC $11.11万0.01%1,494 1,075256.6% $7.99万 加仓
IJR ISHARES TR $11.21万0.01%756 -69-8.4% -$1.02万 减仓
AUPH AURINIA PHARMACEUTICALS INC $11.36万0.02%6,693 731.1% $1,239 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $11.39万0.02%118 00.0% — 不变
AMAT APPLIED MATLS INC $11.46万0.02%159 90130.4% $6.49万 加仓
IYW ISHARES TR $11.64万0.02%462 -608-56.8% -$15.32万 减仓
FAST FASTENAL CO $12.16万0.02%2,532 2,237758.3% $10.74万 加仓
DFEM DIMENSIONAL ETF TRUST $12.20万0.02%3,001 -149-4.7% -$6,055 减仓
NSC NORFOLK SOUTHN CORP $12.38万0.02%394 10.3% $314 加仓
IBDV ISHARES TR $12.50万0.02%5,734 00.0% — 不变
PANW PALO ALTO NETWORKS INC $12.52万0.02%367 00.0% — 不变
AKRE PROFESIONALLY MANAGED PORTFO $12.72万0.02%2,392 2,392— $12.72万 新建仓
AZO AUTOZONE INC $12.78万0.02%40 40— $12.78万 新建仓
CRWD CROWDSTRIKE HLDGS INC $12.97万0.02%170 00.0% — 不变
ABBV ABBVIE INC $13.46万0.02%535 50.9% $1,258 加仓
PM PHILIP MORRIS INTL INC $14.18万0.02%784 13220.2% $2.39万 加仓
— FIDELITY MERRIMACK STR TR $14.22万0.02%2,821 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $14.32万0.02%1,570 191.2% $1,733 加仓
XLV SELECT SECTOR SPDR TR $14.54万0.02%916 -247-21.2% -$3.92万 减仓
EMXC ISHARES INC $14.56万0.02%1,424 -1,177-45.3% -$12.04万 减仓
IUSV ISHARES TR $14.60万0.02%1,325 -3,516-72.6% -$38.74万 减仓
MNST MONSTER BEVERAGE CORP NEW $14.61万0.02%1,520 1,5049,400.0% $14.46万 加仓
MKL MARKEL GROUP INC $14.65万0.02%75 75— $14.65万 新建仓
TPL TEXAS PACIFIC LAND CORPORATI $14.75万0.02%337 304921.2% $13.30万 加仓
CVX CHEVRON CORPORATION $14.83万0.02%894 80.9% $1,327 加仓
UNH UNITEDHEALTH GROUP INC $15.02万0.02%361 72.0% $2,912 加仓
IAGG ISHARES TR $15.14万0.02%2,991 -201,766-98.5% -$1,021.09万 减仓
DE DEERE & CO $15.16万0.02%239 216939.1% $13.70万 加仓
GD GENERAL DYNAMICS CORP $15.77万0.02%445 10.2% $354 加仓
MAR MARRIOTT INTL INC NEW $15.79万0.02%426 00.0% — 不变
GDX VANECK ETF TRUST $16.22万0.02%2,150 00.0% — 不变
VYMI VANGUARD WHITEHALL FDS $16.25万0.02%1,655 322.0% $3,142 加仓
SCHD SCHWAB STRATEGIC TR $16.90万0.02%5,331 220.4% $698 加仓
OEF ISHARES TR $16.98万0.02%464 -1,165-71.5% -$42.63万 减仓
LOW LOWES COS INC $17.60万0.02%798 40.5% $882 加仓
SNDK SANDISK CORP $17.96万0.02%79 63393.8% $14.32万 加仓
IBM INTERNATIONAL BUSINESS MACHS $18.09万0.02%643 315.1% $8,720 加仓
GVAL CAMBRIA ETF TR $18.91万0.03%5,250 00.0% — 不变
FIX COMFORT SYS USA INC $19.04万0.03%96 00.0% — 不变
PEP PEPSICO INC $19.09万0.03%1,410 35934.2% $4.86万 加仓
BND VANGUARD BD INDEX FDS $19.38万0.03%2,640 -1,722-39.5% -$12.64万 减仓
— DIREXION SHARES ETF TRUST $19.44万0.03%2,598 -1,248-32.4% -$9.34万 重新持有
DGRO ISHARES TR $19.61万0.03%2,587 100.4% $758 加仓
SPTI SPDR SERIES TRUST $19.69万0.03%6,936 -4,523-39.5% -$12.84万 减仓
— DIREXION SHARES ETF TRUST $20.11万0.03%2,261 2,261— $20.11万 新建仓
UGI UGI CORP NEW $20.67万0.03%5,983 3977.1% $1.37万 加仓
AEE AMEREN CORP $20.73万0.03%1,834 1,834— $20.73万 新建仓
MRK MERCK & CO INC $21.05万0.03%1,638 23817.0% $3.06万 加仓
TJX TJX COS INC NEW $21.15万0.03%1,396 20.1% $303 加仓
MA MASTERCARD INCORPORATED $22.03万0.03%429 20289.0% $10.37万 加仓
META META PLATFORMS INC $22.12万0.03%393 4011.3% $2.25万 加仓
BA BOEING CO $22.12万0.03%1,022 17720.9% $3.83万 加仓
FTEC FIDELITY COVINGTON TRUST $22.88万0.03%801 -28-3.4% -$7,996 减仓
BNDX VANGUARD CHARLOTTE FDS $23.00万0.03%4,749 -2,524-34.7% -$12.22万 减仓
GEV GE VERNOVA INC $23.51万0.03%200 31.5% $3,527 加仓
GE GE AEROSPACE $23.62万0.03%632 -216-25.5% -$8.07万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $24.25万0.03%4,750 871.9% $4,441 加仓
DLN WISDOMTREE TR $24.47万0.03%2,540 00.0% — 不变
QQQ INVESCO QQQ TR $24.54万0.03%333 00.0% — 不变
GLD SPDR GOLD TR $27.00万0.04%733 182.5% $6,631 加仓
NBTB NBT BANCORP INC $27.80万0.04%5,631 4669.0% $2.30万 加仓
VYM VANGUARD WHITEHALL FDS $27.96万0.04%1,769 563.3% $8,850 加仓
VUG VANGUARD INDEX FDS $28.10万0.04%3,262 2749.2% $2.36万 加仓
SPY STATE STR SPDR S&P 500 ETF T $28.68万0.04%384 -1-0.3% -$747 减仓
TLT ISHARES TR $28.70万0.04%3,321 2,936762.6% $25.37万 重新持有
JMEE J P MORGAN EXCHANGE TRADED F $29.10万0.04%3,729 1343.7% $1.05万 加仓
COST COSTCO WHOLESALE CORPORATION $29.29万0.04%313 10147.6% $9.45万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $30.02万0.04%5,315 2,783109.9% $15.72万 加仓
WMT WALMART INC $30.14万0.04%2,661 -1-0.0% -$113 减仓
HD HOME DEPOT INC $30.47万0.04%864 17124.7% $6.03万 加仓
CBU COMMUNITY FINANCIAL SYSTEM I $32.47万0.04%4,837 1,02927.0% $6.91万 加仓
MRVL MARVELL TECHNOLOGY INC $33.54万0.04%1,126 716.7% $2.11万 加仓
AIQ GLOBAL X FDS $33.75万0.04%5,144 -82-1.6% -$5,380 减仓
LLY ELI LILLY & CO $35.24万0.05%294 205230.3% $24.57万 加仓
SPCX SPACE EXPLORATION TECHN CORP $38.44万0.05%2,250 2,250— $38.44万 新建仓
VGSH VANGUARD SCOTTSDALE FDS $38.93万0.05%6,689 -1,787-21.1% -$10.40万 减仓
CB CHUBB LIMITED $39.25万0.05%1,152 121.1% $4,088 加仓
JPIE J P MORGAN EXCHANGE TRADED F $39.32万0.05%8,538 -5,422-38.8% -$24.97万 减仓
— EXXON MOBIL CORP $40.31万0.05%2,949 -7-0.2% -$957 减仓
TSLA TESLA INC $40.36万0.05%960 21128.2% $8.87万 加仓
RSP INVESCO EXCHANGE TRADED FD T $40.69万0.05%1,912 -188-9.0% -$4.00万 减仓
MS MORGAN STANLEY $42.00万0.06%2,009 1,9292,411.2% $40.33万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $43.83万0.06%876 505136.1% $25.27万 加仓
JPM JPMORGAN CHASE & CO $44.33万0.06%1,354 17614.9% $5.76万 加仓
USMV ISHARES TR $44.76万0.06%4,641 56613.9% $5.46万 加仓
MU MICRON TECHNOLOGY INC $45.59万0.06%395 -234-37.2% -$27.01万 减仓
VEA VANGUARD TAX-MANAGED FDS $50.51万0.07%7,089 5638.6% $4.01万 加仓
VOO VANGUARD INDEX FDS $57.78万0.08%841 27949.6% $19.17万 加仓
VTV VANGUARD INDEX FDS $58.75万0.08%2,696 2048.2% $4.45万 加仓
AGG ISHARES TR $62.81万0.08%6,346 -2,640-29.4% -$26.13万 减仓
STIP ISHARES TR $63.13万0.08%6,180 5,033438.8% $51.41万 加仓
VO VANGUARD INDEX FDS $63.82万0.08%7,921 250.3% $2,014 加仓
VONG VANGUARD SCOTTSDALE FDS $68.54万0.09%5,363 00.0% — 不变