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
LOW LOWES COS INC $17.60万0.02%798 40.5% $882 加仓
OEF ISHARES TR $16.98万0.02%464 -1,165-71.5% -$42.63万 减仓
SCHD SCHWAB STRATEGIC TR $16.90万0.02%5,331 220.4% $698 加仓
VYMI VANGUARD WHITEHALL FDS $16.25万0.02%1,655 322.0% $3,142 加仓
GDX VANECK ETF TRUST $16.22万0.02%2,150 00.0% — 不变
MAR MARRIOTT INTL INC NEW $15.79万0.02%426 00.0% — 不变
GD GENERAL DYNAMICS CORP $15.77万0.02%445 10.2% $354 加仓
DE DEERE & CO $15.16万0.02%239 216939.1% $13.70万 加仓
IAGG ISHARES TR $15.14万0.02%2,991 -201,766-98.5% -$1,021.09万 减仓
UNH UNITEDHEALTH GROUP INC $15.02万0.02%361 72.0% $2,912 加仓
CVX CHEVRON CORPORATION $14.83万0.02%894 80.9% $1,327 加仓
TPL TEXAS PACIFIC LAND CORPORATI $14.75万0.02%337 304921.2% $13.30万 加仓
MKL MARKEL GROUP INC $14.65万0.02%75 75— $14.65万 新建仓
MNST MONSTER BEVERAGE CORP NEW $14.61万0.02%1,520 1,5049,400.0% $14.46万 加仓
IUSV ISHARES TR $14.60万0.02%1,325 -3,516-72.6% -$38.74万 减仓
EMXC ISHARES INC $14.56万0.02%1,424 -1,177-45.3% -$12.04万 减仓
XLV SELECT SECTOR SPDR TR $14.54万0.02%916 -247-21.2% -$3.92万 减仓
EXE EXPAND ENERGY CORPORATION $14.32万0.02%1,570 191.2% $1,733 加仓
— FIDELITY MERRIMACK STR TR $14.22万0.02%2,821 00.0% — 不变
PM PHILIP MORRIS INTL INC $14.18万0.02%784 13220.2% $2.39万 加仓
ABBV ABBVIE INC $13.46万0.02%535 50.9% $1,258 加仓
CRWD CROWDSTRIKE HLDGS INC $12.97万0.02%170 00.0% — 不变
AZO AUTOZONE INC $12.78万0.02%40 40— $12.78万 新建仓
AKRE PROFESIONALLY MANAGED PORTFO $12.72万0.02%2,392 2,392— $12.72万 新建仓
PANW PALO ALTO NETWORKS INC $12.52万0.02%367 00.0% — 不变
IBDV ISHARES TR $12.50万0.02%5,734 00.0% — 不变
NSC NORFOLK SOUTHN CORP $12.38万0.02%394 10.3% $314 加仓
DFEM DIMENSIONAL ETF TRUST $12.20万0.02%3,001 -149-4.7% -$6,055 减仓
FAST FASTENAL CO $12.16万0.02%2,532 2,237758.3% $10.74万 加仓
IYW ISHARES TR $11.64万0.02%462 -608-56.8% -$15.32万 减仓
AMAT APPLIED MATLS INC $11.46万0.02%159 90130.4% $6.49万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $11.39万0.02%118 00.0% — 不变
AUPH AURINIA PHARMACEUTICALS INC $11.36万0.02%6,693 731.1% $1,239 加仓
IJR ISHARES TR $11.21万0.01%756 -69-8.4% -$1.02万 减仓
WMB WILLIAMS COS INC $11.11万0.01%1,494 1,075256.6% $7.99万 加仓
IEFA ISHARES TR $10.85万0.01%1,124 -3-0.3% -$290 减仓
FE FIRSTENERGY CORP $10.80万0.01%2,272 221.0% $1,046 加仓
VLO VALERO ENERGY CORP $10.76万0.01%413 10.2% $260 加仓
SO SOUTHERN CO $10.57万0.01%1,104 30.3% $287 加仓
LIN LINDE PLC $10.48万0.01%202 20120,100.0% $10.43万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $10.45万0.01%219 10592.1% $5.01万 加仓
PJAN INNOVATOR ETFS TRUST $10.40万0.01%2,102 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $10.32万0.01%3,101 79434.4% $2.64万 加仓
FLIN FRANKLIN TEMPLETON ETF TR $10.30万0.01%2,897 00.0% — 不变
GWW WW GRAINGER INC $10.21万0.01%75 00.0% — 不变
JD JD.COM INC $10.19万0.01%4,000 00.0% — 不变
GNR SPDR INDEX SHS FDS $10.18万0.01%1,513 110.7% $740 加仓
ADI ANALOG DEVICES INC $10.17万0.01%256 10.4% $397 加仓
EPI WISDOMTREE TR $10.11万0.01%2,364 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $10.09万0.01%175 17417,400.0% $10.03万 重新持有
FTRB FEDERATED HERMES ETF TRUST $10.09万0.01%4,020 00.0% — 不变
AON AON PLC $10.02万0.01%302 302— $10.02万 新建仓
JNJ JOHNSON & JOHNSON $9.97万0.01%393 13954.7% $3.53万 加仓
NAK NORTHERN DYNASTY MINERALS LT $9.90万0.01%51,575 51,575— $9.90万 新建仓
MELI MERCADOLIBRE INC $9.84万0.01%58 2787.1% $4.58万 加仓
HON HONEYWELL INTL INC $9.76万0.01%436 -440-50.2% -$9.85万 减仓
MCD MCDONALDS CORP $9.73万0.01%360 -179-33.2% -$4.84万 减仓
SCHG SCHWAB STRATEGIC TR $9.72万0.01%2,871 00.0% — 不变
HONA HONEYWELL AEROSPACE INC $9.64万0.01%436 436— $9.64万 新建仓
AU ANGLOGOLD ASHANTI PLC $9.56万0.01%1,182 646120.5% $5.22万 加仓
AMGN AMGEN INC $9.35万0.01%258 10.4% $362 加仓
IWM ISHARES TR $9.33万0.01%311 10.3% $300 加仓
XLU SELECT SECTOR SPDR TR $9.25万0.01%2,040 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $9.19万0.01%788 283.7% $3,267 加仓
UBER UBER TECHNOLOGIES INC $9.08万0.01%1,259 1,25425,080.0% $9.05万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $9.06万0.01%1,931 1,931— $9.06万 新建仓
SHW SHERWIN WILLIAMS CO $8.99万0.01%261 2492,075.0% $8.57万 加仓
SPMO INVESCO EXCH TRADED FD TR II $8.88万0.01%550 -181-24.8% -$2.92万 减仓
AVGO BROADCOM INC $8.76万0.01%232 8557.8% $3.21万 加仓
ORKA ORUKA THERAPEUTICS INC $8.58万0.01%902 -100-10.0% -$9,517 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $8.35万0.01%927 -1,878-67.0% -$16.92万 减仓
AMT AMERICAN TOWER CORP $8.29万0.01%507 271114.8% $4.43万 加仓
— INNOVATOR ETFS TRUST $8.27万0.01%4,185 1,30545.3% $2.58万 加仓
IWV ISHARES TR $8.19万0.01%192 -176-47.8% -$7.51万 减仓
TDG TRANSDIGM GROUP INC $8.13万0.01%61 606,000.0% $7.99万 重新持有
BIDU BAIDU INC $8.00万0.01%700 69617,400.0% $7.95万 加仓
SHV ISHARES TR $7.92万0.01%718 142.0% $1,545 加仓
LEU CENTRUS ENERGY CORP $7.69万0.01%458 -1-0.2% -$168 减仓
POCT INNOVATOR ETFS TRUST $7.53万0.01%1,623 00.0% — 不变
SLV ISHARES SILVER TR $7.53万0.01%1,408 1158.9% $6,149 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $7.52万0.01%1,676 1,675167,500.0% $7.51万 加仓
TNA DIREXION SHARES ETF TRUST $7.25万0.01%965 965— $7.25万 新建仓
RDDT REDDIT INC $7.06万0.01%407 -343-45.7% -$5.95万 减仓
CNI CANADIAN NATL RY CO $7.04万0.01%590 5531,494.6% $6.59万 加仓
SJM SMUCKER J M CO $6.96万0.01%618 -150-19.5% -$1.69万 减仓
BLK BLACKROCK INC $6.92万0.01%72 914.3% $8,654 加仓
ELV ELEVANCE HEALTH INC FORMERLY $6.92万0.01%179 160842.1% $6.19万 加仓
MTB M & T BK CORP $6.71万0.01%282 00.0% — 不变
CI THE CIGNA GROUP $6.64万0.01%241 104.3% $2,757 加仓
YUM YUM BRANDS INC $6.54万0.01%409 10.2% $160 加仓
XLSR SSGA ACTIVE TR $6.48万0.01%1,000 50.5% $324 加仓
KO COCA COLA CO $6.41万0.01%788 -915-53.7% -$7.44万 减仓
XLK SELECT SECTOR SPDR TR $6.40万0.01%336 00.0% — 不变
BROS DUTCH BROS INC $6.30万0.01%877 30.3% $215 加仓
FMDE FIDELITY COVINGTON TRUST $6.25万0.01%1,540 40.3% $162 加仓
QBTS D-WAVE QUANTUM INC $6.08万0.01%2,534 943.9% $2,255 加仓
SCCO SOUTHERN COPPER CORP $6.05万0.01%347 13462.9% $2.34万 加仓
BWXT BWX TECHNOLOGIES INC $6.03万0.01%310 00.0% — 不变
CSCO CISCO SYS INC $6.03万0.01%513 12331.5% $1.44万 加仓
ABT ABBOTT LABORATORIES $5.79万0.01%638 00.0% — 不变