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
MEOH METHANEX CORP $1,1540.00%25 25— $1,154 新建仓
REPL REPLIMUNE GROUP INC $1,1840.00%107 107— $1,184 新建仓
IRS IRSA INVERSIONES Y REP S A $1,1890.00%77 753,750.0% $1,158 加仓
OTIS OTIS WORLDWIDE CORP $1,2260.00%17 00.0% — 不变
PBI PITNEY BOWES INC $1,2440.00%71 00.0% — 不变
UPBD UPBOUND GROUP INC $1,2520.00%59 -82-58.2% -$1,740 减仓
J JACOBS SOLUTIONS INC $1,2600.00%10 10— $1,260 新建仓
GAU GALIANO GOLD INC $1,2620.00%675 00.0% — 不变
LBTYA LIBERTY GLOBAL LTD $1,2620.00%111 111— $1,262 新建仓
SAFE SAFEHOLD INC $1,2870.00%82 71645.5% $1,114 加仓
SFBS SERVISFIRST BANCSHARES INC $1,3010.00%15 00.0% — 不变
NIO NIO INC $1,3050.00%258 5225.2% $263 加仓
VAL VALARIS LTD $1,3070.00%18 18— $1,307 新建仓
LNC LINCOLN NATL CORP IND $1,3080.00%37 31516.7% $1,096 加仓
LCID LUCID GROUP INC $1,3110.00%196 196— $1,311 新建仓
EQNR EQUINOR ASA $1,3190.00%42 42— $1,319 新建仓
ECHO ECHOSTAR CORP $1,3200.00%13 00.0% — 不变
USB US BANCORP $1,3290.00%22 529.4% $302 加仓
— BNY MELLON HIGH YIELD STRATE $1,3360.00%552 00.0% — 不变
PACB PACIFIC BIOSCIENCES CALIF IN $1,3390.00%797 -700-46.8% -$1,176 减仓
— GOPRO INC $1,3420.00%1,725 00.0% — 不变
ASC ARDMORE SHIPPING CORP $1,3590.00%97 97— $1,359 新建仓
U UNITY SOFTWARE INC $1,3720.00%48 820.0% $229 加仓
PDD PDD HOLDINGS INC $1,3730.00%18 -12-40.0% -$915 减仓
VISN VISTANCE NETWORKS INC $1,3800.00%108 2022.7% $256 加仓
ATI ATI INC $1,3800.00%7 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $1,3800.00%16 660.0% $518 加仓
ASM AVINO SILVER & GOLD MINES LT $1,3820.00%218 -790-78.4% -$5,008 减仓
MPWR MONOLITHIC PWR SYS INC $1,3820.00%1 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $1,3840.00%20 00.0% — 不变
BOKF BOK FINL CORP $1,3890.00%10 10— $1,389 新建仓
TEM TEMPUS AI INC $1,3900.00%24 24— $1,390 新建仓
HAYW HAYWARD HLDGS INC $1,4020.00%81 00.0% — 不变
CLBT CELLEBRITE DI LTD $1,4020.00%96 60166.7% $876 加仓
XPEV XPENG INC $1,4030.00%106 70194.4% $927 加仓
NVS NOVARTIS AG $1,4100.00%9 -18-66.7% -$2,820 减仓
UFCS UNITED FIRE GROUP INC $1,4160.00%27 00.0% — 不变
PUK PRUDENTIAL PLC $1,4210.00%53 -166-75.8% -$4,451 减仓
FRHC FREEDOM HOLDING CORP $1,4350.00%11 11— $1,435 新建仓
ENTG ENTEGRIS INC $1,4390.00%8 00.0% — 不变
PRCH PORCH GROUP INC $1,4440.00%96 2229.7% $331 加仓
HTHT H WORLD GROUP LTD $1,4600.00%35 35— $1,460 新建仓
IESC IES HOLDINGS INC $1,4690.00%2 2— $1,469 新建仓
FLY FIREFLY AEROSPACE INC $1,4700.00%50 00.0% — 不变
TRGP TARGA RES CORP $1,4750.00%6 00.0% — 不变
CBRE CBRE GROUP INC $1,4820.00%11 110.0% $135 加仓
— FIDELITY COVINGTON TRUST $1,4870.00%61 61— $1,487 新建仓
SBCF SEACOAST BKG CORP FLA $1,4960.00%45 00.0% — 不变
FER FERROVIAL NV $1,5090.00%22 529.4% $343 加仓
LAC LITHIUM AMERS CORP NEW $1,5090.00%392 -227-36.7% -$874 重新持有
MCK MCKESSON CORP $1,5110.00%2 00.0% — 不变
ESLT ELBIT SYS LTD $1,5170.00%2 2— $1,517 新建仓
MTSI MACOM TECH SOLUTIONS HLDGS I $1,5210.00%4 00.0% — 不变
COKE COCA COLA CONS INC $1,5270.00%8 360.0% $573 加仓
QFIN QFIN HOLDINGS INC $1,5340.00%97 1416.9% $221 加仓
— GRAYSCALE ETHEREUM STAKING E $1,5570.00%122 00.0% — 不变
SENEA SENECA FOODS CORP NEW $1,5650.00%9 9— $1,565 新建仓
VNOM VIPER ENERGY INC $1,5690.00%37 00.0% — 不变
GIL GILDAN ACTIVEWEAR INC $1,5760.00%31 00.0% — 不变
WELL WELLTOWER INC $1,5890.00%7 240.0% $454 加仓
INDB INDEPENDENT BK CORP MASS $1,5910.00%19 00.0% — 不变
ALT ALTIMMUNE INC $1,5990.00%526 00.0% — 不变
— SKYWATER TECHNOLOGY INC $1,6020.00%46 46— $1,602 新建仓
SONY SONY GROUP CORP $1,6050.00%80 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,6200.00%211 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $1,6240.00%21 00.0% — 不变
LRN STRIDE INC $1,6390.00%19 00.0% — 不变
LINE LINEAGE INC $1,6440.00%38 351,166.7% $1,514 加仓
BJ BJS WHSL CLUB HLDGS INC $1,6570.00%19 19— $1,657 新建仓
EME EMCOR GROUP INC $1,6600.00%2 2— $1,660 新建仓
SMFG SUMITOMO MITSUI FIN GRP INC $1,6740.00%71 52273.7% $1,226 加仓
EAT BRINKER INTL INC $1,6800.00%10 6150.0% $1,008 加仓
TM TOYOTA MOTOR CORP $1,6840.00%10 -12-54.5% -$2,021 减仓
DAN DANA INC $1,6870.00%62 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $1,6910.00%5 5— $1,691 新建仓
FNDF SCHWAB STRATEGIC TR $1,6980.00%32 00.0% — 不变
IDCC INTERDIGITAL INC $1,6990.00%6 6— $1,699 新建仓
PCOR PROCORE TECHNOLOGIES INC $1,7060.00%42 42— $1,706 新建仓
WCC WESCO INTL INC $1,7270.00%5 5— $1,727 新建仓
MAC MACERICH CO $1,7380.00%69 69— $1,738 新建仓
ERAS ERASCA INC $1,7400.00%95 95— $1,740 新建仓
TMQ TRILOGY METALS INC NEW $1,7550.00%500 00.0% — 不变
DMC DEL MONTE CORP $1,7580.00%63 3090.9% $837 加仓
CSX CSX CORP $1,7590.00%37 932.1% $428 加仓
APAM ARTISAN PARTNERS ASSET MGMT $1,7610.00%51 46920.0% $1,588 加仓
BZ KANZHUN LIMITED $1,7630.00%137 137— $1,763 新建仓
TOL TOLL BROTHERS INC $1,8120.00%11 00.0% — 不变
YPF YPF SOCIEDAD ANONIMA $1,8190.00%40 32400.0% $1,455 加仓
SPOT SPOTIFY TECHNOLOGY S A $1,8370.00%4 -2-33.3% -$918 减仓
PYPL PAYPAL HLDGS INC $1,8570.00%43 00.0% — 不变
TMC TMC THE METALS COMPANY INC $1,8960.00%428 19886.1% $877 加仓
UNP UNION PAC CORP $1,9040.00%7 240.0% $544 加仓
HBM HUDBAY MINERALS INC $1,9120.00%81 66440.0% $1,558 加仓
PACS PACS GROUP INC $1,9190.00%45 -5-10.0% -$213 减仓
— AMASS BRANDS INC $1,9270.00%940 940— $1,927 新建仓
RGTI RIGETTI COMPUTING INC $1,9320.00%100 100— $1,932 新建仓
BB BLACKBERRY LTD $1,9350.00%153 153— $1,935 新建仓
FSUN FIRSTSUN CAP BANCORP $1,9390.00%50 50— $1,939 新建仓
VIRT VIRTU FINL INC $1,9660.00%33 413.8% $238 加仓
CARR CARRIER GLOBAL CORPORATION $1,9720.00%27 00.0% — 不变