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
LGN LEGENCE CORP $6,8180.00%80 00.0% — 不变
OLED UNIVERSAL DISPLAY CORP $6,7540.00%78 78— $6,754 新建仓
CFG CITIZENS FINL GROUP INC $6,7270.00%96 1417.1% $981 加仓
APP APPLOVIN CORP $6,6980.00%13 11550.0% $5,668 重新持有
MCHP MICROCHIP TECHNOLOGY INC. $6,6580.00%73 73— $6,658 新建仓
HOG HARLEY DAVIDSON INC $6,6530.00%272 2686,700.0% $6,555 重新持有
LAR LITHIUM ARGENTINA AG $6,6330.00%802 802— $6,633 新建仓
— GRAYSCALE XRP TR ETF $6,6220.00%327 327— $6,622 新建仓
F FORD MTR CO $6,5740.00%473 321211.2% $4,461 加仓
RDY DR REDDYS LABS LTD $6,5490.00%452 -10-2.2% -$145 减仓
Q QNITY ELECTRONICS INC $6,5320.00%40 -29-42.0% -$4,736 减仓
FNV FRANCO NEV CORP $6,4620.00%31 31— $6,462 新建仓
RIO RIO TINTO PLC $6,4550.00%68 46.2% $380 加仓
JBS JBS N.V. $6,3280.00%534 534— $6,328 新建仓
CMC COMMERCIAL METALS CO $6,2750.00%100 00.0% — 不变
MDU MDU RES GROUP INC $6,1930.00%292 00.0% — 不变
ES EVERSOURCE ENERGY $6,0710.00%84 43104.9% $3,108 加仓
PKX POSCO HOLDINGS INC $6,0630.00%118 118— $6,063 新建仓
EMBJ EMBRAER S.A. $6,0610.00%95 60171.4% $3,828 加仓
KLAC KLA CORP $6,0340.00%20 00.0% — 不变
E ENI SPA $5,9980.00%128 -92-41.8% -$4,311 减仓
ITW ILLINOIS TOOL WKS INC $5,9500.00%22 00.0% — 不变
WAB WABTEC $5,9310.00%22 00.0% — 不变
BTI BRITISH AMERN TOB PLC $5,9290.00%96 50108.7% $3,088 加仓
CNC CENTENE CORP DEL $5,9050.00%92 1722.7% $1,091 加仓
IVZ INVESCO LTD $5,8850.00%223 00.0% — 不变
FULT FULTON FINL CORP PA $5,8540.00%242 242— $5,854 新建仓
FRVO FERVO ENERGY CO $5,8460.00%200 200— $5,846 新建仓
CPB THE CAMPBELLS COMPANY $5,8350.00%262 262— $5,835 新建仓
— AARDVARK THERAPEUTICS INC $5,7600.00%1,000 00.0% — 不变
OPCH OPTION CARE HEALTH INC $5,7460.00%274 274— $5,746 新建仓
XLP SELECT SECTOR SPDR TR $5,7320.00%69 00.0% — 不变
MYGN MYRIAD GENETICS INC $5,7100.00%1,000 00.0% — 不变
ROAD CONSTRUCTION PARTNERS INC $5,7010.00%48 00.0% — 不变
DLR DIGITAL RLTY TR INC $5,5670.00%31 27675.0% $4,849 加仓
CRH CRH PLC $5,5640.00%52 -2-3.7% -$214 减仓
IVA INVENTIVA SA $5,5300.00%1,463 1,463— $5,530 新建仓
BCH BANCO DE CHILE $5,5270.00%139 -19-12.0% -$755 减仓
ING ING GROEP N.V. $5,5230.00%176 00.0% — 不变
PHM PULTE GROUP INC $5,4880.00%40 -18-31.0% -$2,470 减仓
APH AMPHENOL CORP $5,4660.00%31 -4-11.4% -$705 减仓
TIGO MILLICOM INTL CELLULAR S A $5,4460.00%60 00.0% — 不变
XLY SELECT SECTOR SPDR TR $5,3950.00%46 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $5,3910.00%48 35269.2% $3,931 加仓
PPLT ABRDN PLATINUM ETF TRUST $5,3690.00%380 00.0% — 不变
URNM SPROTT FDS TR $5,2590.00%100 00.0% — 不变
TY TRI CONTL CORP $5,1830.00%151 42.7% $137 加仓
BWIN THE BALDWIN INSURANCE GRP IN $5,1830.00%195 1862,066.7% $4,944 重新持有
MMM 3M CO $5,1810.00%32 -1-3.0% -$162 减仓
— TRX GOLD CORPORATION $5,1480.00%6,240 00.0% — 不变
AA ALCOA CORP $5,1100.00%98 -27-21.6% -$1,408 减仓
GS GOLDMAN SACHS GROUP INC $5,0570.00%5 266.7% $2,023 加仓
TMO THERMO FISHER SCIENTIFIC INC $5,0140.00%10 -2-16.7% -$1,003 减仓
LNTH LANTHEUS HLDGS INC $4,9920.00%45 49.8% $444 加仓
CRWV COREWEAVE INC $4,9770.00%50 00.0% — 不变
RY ROYAL BK CDA $4,9670.00%24 960.0% $1,863 加仓
NVO NOVO-NORDISK A S $4,9380.00%103 -1,900-94.9% -$9.11万 减仓
MDT MEDTRONIC PLC $4,9280.00%63 00.0% — 不变
MCHB MECHANICS BANCORP $4,8810.00%307 258526.5% $4,102 加仓
CF CF INDUSTRIES HOLD $4,8720.00%45 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $4,8440.00%92 92— $4,844 新建仓
STLD STEEL DYNAMICS INC $4,8190.00%21 00.0% — 不变
— INVESCO GALAXY SOLANA ETF $4,7990.00%650 00.0% — 不变
ECL ECOLAB INC $4,7360.00%17 00.0% — 不变
ACN ACCENTURE PLC IRELAND $4,7290.00%38 00.0% — 不变
PCAR PACCAR INC $4,6850.00%39 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $4,6800.00%135 135— $4,680 新建仓
— URANIUM RTY CORP $4,6370.00%1,668 00.0% — 不变
ARIS ARIS MINING CORPORATION $4,5770.00%307 307— $4,577 新建仓
IREN IREN LIMITED $4,5730.00%100 60150.0% $2,744 加仓
— VOLATILITY SHS TR $4,5230.00%788 788— $4,523 新建仓
BUR BURFORD CAPITAL LIMITED $4,4900.00%1,095 1,0522,446.5% $4,314 加仓
FISI FINANCIAL INSTITUTIONS INC $4,4820.00%115 00.0% — 不变
— RIGETTI COMPUTING INC $4,4780.00%500 00.0% — 不变
WDC WESTERN DIGITAL CORP $4,4710.00%7 116.7% $639 加仓
HE HAWAIIAN ELEC INDS INC MTN B $4,4650.00%330 -104-24.0% -$1,407 减仓
SMG SCOTTS MIRACLE-GRO CO $4,4270.00%65 1222.6% $817 加仓
RL RALPH LAUREN CORP $4,4160.00%11 00.0% — 不变
MLKN MILLERKNOLL INC $4,3990.00%215 215— $4,399 新建仓
PINS PINTEREST INC $4,3740.00%208 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $4,3700.00%207 73.5% $148 加仓
VXUS VANGUARD STAR FDS $4,3600.00%51 00.0% — 不变
ALGT ALLEGIANT TRAVEL CO $4,3510.00%37 37— $4,351 新建仓
AQST AQUESTIVE THERAPEUTICS INC $4,3430.00%1,044 00.0% — 不变
— THERAVANCE BIOPHARMA INC $4,3350.00%255 156.2% $255 加仓
IFRA ISHARES TR $4,3240.00%69 -1-1.4% -$63 减仓
TEN TSAKOS ENERGY NAVIGATION LTD $4,3150.00%122 1111,009.1% $3,926 加仓
INDA ISHARES TR $4,2970.00%87 00.0% — 不变
VAC MARRIOTT VACATIONS WORLDWIDE $4,2790.00%42 00.0% — 不变
ETN EATON CORP PLC $4,2610.00%10 -199-95.2% -$8.48万 减仓
HLN HALEON PLC $4,1990.00%450 -213-32.1% -$1,988 减仓
IDR IDAHO STRATEGIC RESOURCES $4,1920.00%128 00.0% — 不变
CORT CORCEPT THERAPEUTICS INC $4,1740.00%48 1129.7% $957 加仓
MSI MOTOROLA SOLUTIONS INC $4,1530.00%10 00.0% — 不变
FSLY FASTLY INC $4,1490.00%226 226— $4,149 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $4,1470.00%65 1735.4% $1,085 加仓
— WARNER BROS DISCOVERY INC $4,1060.00%154 4237.5% $1,120 加仓
ENVA ENOVA INTL INC $4,0920.00%17 00.0% — 不变
ALL ALLSTATE CORP $4,0450.00%17 16.2% $238 加仓
ZTO ZTO EXPRESS CAYMAN INC $4,0060.00%179 6658.4% $1,477 加仓