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
EPD ENTERPRISE PRODS PARTNERS L $2.37万0.00%646 00.0% — 不变
HAL HALLIBURTON CO $2.35万0.00%693 00.0% — 不变
SPSM SPDR SERIES TRUST $2.33万0.00%404 -6-1.5% -$346 减仓
DTM DT MIDSTREAM INC $2.32万0.00%158 3225.4% $4,696 加仓
IVLU ISHARES TR $2.30万0.00%550 00.0% — 不变
CW CURTISS WRIGHT CORP $2.27万0.00%30 00.0% — 不变
CLS CELESTICA INC $2.26万0.00%62 23.3% $730 加仓
MET METLIFE INC $2.24万0.00%265 13197.8% $1.11万 加仓
TSEM TOWER SEMICONDUCTOR LTD $2.22万0.00%85 85— $2.22万 新建仓
SSRM SSR MINING IN $2.21万0.00%783 00.0% — 不变
DIS DISNEY WALT CO $2.21万0.00%230 116101.8% $1.12万 加仓
INTC INTEL CORP $2.21万0.00%158 5858.0% $8,099 加仓
HEFA ISHARES TR $2.19万0.00%467 -1,113-70.4% -$5.22万 减仓
YUMC YUM CHINA HLDGS INC $2.17万0.00%530 -230-30.3% -$9,396 减仓
KEY KEYCORP $2.16万0.00%935 576.5% $1,314 加仓
BAC BANK OF AMER CORP $2.15万0.00%378 5115.6% $2,905 加仓
CAVA CAVA GROUP INC $2.14万0.00%273 72.6% $549 加仓
CGGR CAPITAL GROUP GROWTH ETF $2.10万0.00%445 445— $2.10万 新建仓
KVUE KENVUE INC $2.08万0.00%1,091 10510.6% $2,007 加仓
WEC WEC ENERGY GROUP INC $2.08万0.00%178 4129.9% $4,788 加仓
NEM NEWMONT CORP $2.07万0.00%222 -15-6.3% -$1,401 减仓
CHTR CHARTER COMMUNICATIONS INC $2.06万0.00%145 145— $2.06万 新建仓
GFS GLOBALFOUNDRIES INC $2.06万0.00%250 00.0% — 不变
UPS UNITED PARCEL SVCS INC $2.06万0.00%192 150357.1% $1.61万 加仓
RF REGIONS FINANCIAL CORP NEW $2.04万0.00%674 19440.4% $5,859 加仓
PAYX PAYCHEX INC $2.04万0.00%207 207— $2.04万 新建仓
B BARRICK MNG CORP $2.03万0.00%553 -27-4.7% -$992 减仓
XLE SELECT SECTOR SPDR TR $2.02万0.00%380 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $2.01万0.00%114 -40-26.0% -$7,036 减仓
TE T1 ENERGY INC $2.00万0.00%2,110 2,0827,435.7% $1.97万 加仓
CWEN CLEARWAY ENERGY INC $2.00万0.00%585 585— $2.00万 新建仓
CMCSA COMCAST CORP NEW $2.00万0.00%814 412102.5% $1.01万 加仓
FCX FREEPORT MCMORAN INC $1.99万0.00%317 8536.6% $5,346 加仓
HWM HOWMET AEROSPACE INC $1.99万0.00%74 00.0% — 不变
CUBE CUBESMART $1.96万0.00%493 19062.7% $7,556 加仓
EMR EMERSON ELEC CO $1.95万0.00%136 4244.7% $6,012 加仓
SPMD SPDR SERIES TRUST $1.94万0.00%288 -190-39.7% -$1.28万 减仓
HSBC HSBC HLDGS PLC $1.93万0.00%203 162395.1% $1.54万 加仓
UMC UNITED MICROELECTRONICS CORP $1.89万0.00%695 20040.4% $5,442 加仓
TMUS T-MOBILE US INC $1.86万0.00%111 00.0% — 不变
NFLX NETFLIX INC. $1.81万0.00%254 10.4% $71 加仓
LITE LUMENTUM HLDGS INC $1.80万0.00%21 00.0% — 不变
TXNM TXNM ENERGY INC $1.80万0.00%317 162104.5% $9,184 加仓
VST VISTRA CORP $1.78万0.00%112 00.0% — 不变
ARM ARM HOLDINGS PLC $1.74万0.00%49 511.4% $1,773 加仓
COHR COHERENT CORP $1.74万0.00%44 24.8% $789 加仓
NBBK NB BANCORP INC $1.73万0.00%818 00.0% — 不变
SPYG SPDR SERIES TRUST $1.71万0.00%144 00.0% — 不变
UUUU ENERGY FUELS INC $1.71万0.00%1,181 00.0% — 不变
KTOS KRATOS DEFENSE & SEC SOLUTIO $1.71万0.00%343 243243.0% $1.21万 加仓
XEL XCEL ENERGY INC $1.69万0.00%211 10090.1% $8,030 加仓
NNE NANO NUCLEAR ENERGY INC $1.69万0.00%800 00.0% — 不变
BSOL BITWISE SOLANA STAKING ETF $1.68万0.00%1,682 1,682— $1.68万 新建仓
ED CONSOLIDATED EDISON INC $1.68万0.00%152 00.0% — 不变
BNY BANK OF NY MELLON CORP $1.66万0.00%115 103858.3% $1.49万 加仓
CL COLGATE PALMOLIVE CO $1.66万0.00%181 92103.4% $8,435 加仓
STOK STOKE THERAPEUTICS INC $1.64万0.00%500 00.0% — 不变
— CHART INDS INC $1.61万0.00%77 00.0% — 不变
BOW BOWHEAD SPECIALTY HLDGS INC $1.59万0.00%531 13433.8% $4,011 加仓
OKE ONEOK INC NEW $1.58万0.00%182 74.0% $608 加仓
TBN TAMBORAN RES CORP $1.58万0.00%486 486— $1.58万 新建仓
QCOM QUALCOMM INC $1.58万0.00%85 52157.6% $9,663 加仓
FLR FLUOR CORP $1.57万0.00%300 300— $1.57万 新建仓
REXR REXFORD INDL RLTY INC $1.56万0.00%467 21283.1% $7,102 加仓
RKLB ROCKET LAB CORP $1.52万0.00%150 00.0% — 不变
DRI DARDEN RESTAURANTS INC $1.52万0.00%74 74— $1.52万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $1.52万0.00%184 42.2% $330 加仓
ONTO ONTO INNOVATION INC $1.51万0.00%40 20100.0% $7,569 加仓
T AT&T INC $1.51万0.00%728 -671-48.0% -$1.39万 减仓
VRT VERTIV HOLDINGS CO $1.51万0.00%45 12.3% $335 加仓
AXP AMERICAN EXPRESS CO $1.50万0.00%44 12.3% $341 加仓
XLC SELECT SECTOR SPDR TR $1.45万0.00%135 -3-2.2% -$321 减仓
— LIBERTY BROADBAND CORP $1.41万0.00%425 42442,400.0% $1.41万 加仓
ORCL ORACLE CORP $1.39万0.00%95 44.4% $586 加仓
— JANUS HENDERSON GROUP PLC $1.39万0.00%267 197.7% $987 加仓
CCI CROWN CASTLE INC $1.38万0.00%182 -89-32.8% -$6,740 减仓
TT TRANE TECHNOLOGIES PLC $1.38万0.00%28 521.7% $2,456 加仓
HCA HCA HEALTHCARE INC $1.36万0.00%35 -33-48.5% -$1.29万 减仓
AG FIRST MAJESTIC SILVER CORP $1.36万0.00%800 467140.2% $7,920 加仓
DDOG DATADOG INC $1.35万0.00%52 502,500.0% $1.30万 加仓
SSL SASOL LTD $1.34万0.00%1,366 1,084384.4% $1.06万 加仓
ABCL ABCELLERA BIOLOGICS INC $1.34万0.00%1,703 1,703— $1.34万 新建仓
CTVA CORTEVA INC $1.33万0.00%157 139.0% $1,101 加仓
SWKS SKYWORKS SOLUTIONS INC $1.33万0.00%196 8271.9% $5,560 加仓
DLO DLOCAL LTD $1.33万0.00%1,022 222.2% $286 加仓
KTB KONTOOR BRANDS INC $1.33万0.00%159 2821.4% $2,334 加仓
AVAV AEROVIRONMENT INC $1.32万0.00%80 80— $1.32万 新建仓
AEM AGNICO EAGLE MINES LTD $1.32万0.00%85 3777.1% $5,740 加仓
EMB ISHARES TR $1.30万0.00%135 -561-80.6% -$5.42万 减仓
FNB F N B CORP $1.30万0.00%680 223.3% $420 加仓
KDP KEURIG DR PEPPER INC $1.28万0.00%391 3793,158.3% $1.24万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1.28万0.00%54 00.0% — 不变
EWY ISHARES INC $1.27万0.00%63 00.0% — 不变
FTI TECHNIPFMC PLC $1.26万0.00%190 42.2% $265 加仓
URI UNITED RENTALS INC $1.25万0.00%11 00.0% — 不变
NOC NORTHROP GRUMMAN CORP $1.24万0.00%24 -1-4.0% -$516 减仓
EXC EXELON CORP $1.22万0.00%262 9153.2% $4,239 加仓
NWFL NORWOOD FINANCIAL CORP $1.22万0.00%379 00.0% — 不变
ECG EVERUS CONSTR GROUP $1.21万0.00%73 00.0% — 不变
SAN BANCO SANTANDER SA $1.20万0.00%872 637.8% $869 加仓