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
WIX WIX COM LTD $2,4050.00%53 53— $2,405 新建仓
LNG CHENIERE ENERGY INC $2,3900.00%10 10— $2,390 新建仓
CLX CLOROX CO DEL $2,3860.00%25 25— $2,386 新建仓
C CITIGROUP INC $2,3790.00%17 321.4% $420 加仓
APPS DIGITAL TURBINE INC $2,3740.00%184 184— $2,374 新建仓
NMRK NEWMARK GROUP INC $2,3720.00%157 99170.7% $1,496 加仓
SM SM ENERGY COMPANY $2,3490.00%90 00.0% — 不变
INTU INTUIT $2,3490.00%9 8800.0% $2,088 加仓
BF/B BROWN FORMAN CORP $2,3450.00%88 811,157.1% $2,158 加仓
ONON ON HLDG AG $2,3380.00%66 2457.1% $850 加仓
JBL JABIL INC $2,3130.00%6 3100.0% $1,156 加仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $2,3070.00%298 124.2% $93 加仓
OIS OIL STS INTL INC $2,3070.00%288 288— $2,307 新建仓
IBP INSTALLED BLDG PRODS INC $2,2980.00%10 10— $2,298 新建仓
NAT NORDIC AMERICAN TANKERS LIMI $2,2490.00%406 406— $2,249 新建仓
CPS COOPER-STANDARD HOLDINGS INC $2,2450.00%83 73730.0% $1,975 加仓
CNO CNO FINL GROUP INC $2,2430.00%44 00.0% — 不变
MCY MERCURY GENL CORP NEW $2,2390.00%21 423.5% $426 加仓
SEZL SEZZLE INC $2,2310.00%13 11550.0% $1,888 加仓
MFC MANULIFE FINL CORP $2,2280.00%55 1022.2% $405 加仓
SWK STANLEY BLACK & DECKER INC $2,2120.00%24 17242.9% $1,567 加仓
VLRS CONTROLADORA VUELA COMP DE A $2,1830.00%233 185385.4% $1,733 加仓
PTEN PATTERSON-UTI ENERGY INC $2,1480.00%234 00.0% — 不变
MTDR MATADOR RES CO $2,1410.00%43 43— $2,141 新建仓
PENN PENN ENTERTAINMENT INC $2,1360.00%100 100— $2,136 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $2,1090.00%72 -51-41.5% -$1,494 减仓
TGT TARGET CORP $2,0860.00%16 00.0% — 不变
EQIX EQUINIX INC $2,0850.00%2 00.0% — 不变
CM CANADIAN IMPERIAL BANK OF CO $2,0700.00%18 320.0% $345 加仓
ALVO ALVOTECH $2,0630.00%559 465494.7% $1,716 加仓
ZIM ZIM INTEGRATED SHIPPING SERV $2,0540.00%79 3997.5% $1,014 加仓
NUTX NUTEX HEALTH INC $2,0510.00%12 333.3% $513 加仓
ELPC COMPANHIA PARANAENSE DE ENER $2,0500.00%176 133309.3% $1,549 加仓
CRML CRITICAL METALS CORP $2,0500.00%200 100100.0% $1,025 重新持有
SLF SUN LIFE FINANCIAL INC. $2,0390.00%26 1062.5% $784 加仓
BWAY BRAINSWAY LTD $2,0320.00%131 131— $2,032 新建仓
FLO FLOWERS FOODS INC $2,0300.00%257 257— $2,030 新建仓
BF/A BROWN FORMAN CORP $2,0250.00%74 74— $2,025 新建仓
SAP SAP SE $2,0030.00%13 -7-35.0% -$1,079 减仓
— NACCO INDS INC $2,0020.00%40 00.0% — 不变
TREX TREX INC $2,0020.00%40 40— $2,002 新建仓
RIVN RIVIAN AUTOMOTIVE INC $1,9950.00%115 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $1,9720.00%27 00.0% — 不变
VIRT VIRTU FINL INC $1,9660.00%33 413.8% $238 加仓
FSUN FIRSTSUN CAP BANCORP $1,9390.00%50 50— $1,939 新建仓
BB BLACKBERRY LTD $1,9350.00%153 153— $1,935 新建仓
RGTI RIGETTI COMPUTING INC $1,9320.00%100 100— $1,932 新建仓
— AMASS BRANDS INC $1,9270.00%940 940— $1,927 新建仓
PACS PACS GROUP INC $1,9190.00%45 -5-10.0% -$213 减仓
HBM HUDBAY MINERALS INC $1,9120.00%81 66440.0% $1,558 加仓
UNP UNION PAC CORP $1,9040.00%7 240.0% $544 加仓
TMC TMC THE METALS COMPANY INC $1,8960.00%428 19886.1% $877 加仓
PYPL PAYPAL HLDGS INC $1,8570.00%43 00.0% — 不变
SPOT SPOTIFY TECHNOLOGY S A $1,8370.00%4 -2-33.3% -$918 减仓
YPF YPF SOCIEDAD ANONIMA $1,8190.00%40 32400.0% $1,455 加仓
TOL TOLL BROTHERS INC $1,8120.00%11 00.0% — 不变
BZ KANZHUN LIMITED $1,7630.00%137 137— $1,763 新建仓
APAM ARTISAN PARTNERS ASSET MGMT $1,7610.00%51 46920.0% $1,588 加仓
CSX CSX CORP $1,7590.00%37 932.1% $428 加仓
DMC DEL MONTE CORP $1,7580.00%63 3090.9% $837 加仓
TMQ TRILOGY METALS INC NEW $1,7550.00%500 00.0% — 不变
ERAS ERASCA INC $1,7400.00%95 95— $1,740 新建仓
MAC MACERICH CO $1,7380.00%69 69— $1,738 新建仓
WCC WESCO INTL INC $1,7270.00%5 5— $1,727 新建仓
PCOR PROCORE TECHNOLOGIES INC $1,7060.00%42 42— $1,706 新建仓
IDCC INTERDIGITAL INC $1,6990.00%6 6— $1,699 新建仓
FNDF SCHWAB STRATEGIC TR $1,6980.00%32 00.0% — 不变
AIT APPLIED INDL TECHNOLOGIES IN $1,6910.00%5 5— $1,691 新建仓
DAN DANA INC $1,6870.00%62 00.0% — 不变
TM TOYOTA MOTOR CORP $1,6840.00%10 -12-54.5% -$2,021 减仓
EAT BRINKER INTL INC $1,6800.00%10 6150.0% $1,008 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $1,6740.00%71 52273.7% $1,226 加仓
EME EMCOR GROUP INC $1,6600.00%2 2— $1,660 新建仓
BJ BJS WHSL CLUB HLDGS INC $1,6570.00%19 19— $1,657 新建仓
LINE LINEAGE INC $1,6440.00%38 351,166.7% $1,514 加仓
LRN STRIDE INC $1,6390.00%19 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $1,6240.00%21 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,6200.00%211 00.0% — 不变
SONY SONY GROUP CORP $1,6050.00%80 00.0% — 不变
— SKYWATER TECHNOLOGY INC $1,6020.00%46 46— $1,602 新建仓
ALT ALTIMMUNE INC $1,5990.00%526 00.0% — 不变
INDB INDEPENDENT BK CORP MASS $1,5910.00%19 00.0% — 不变
WELL WELLTOWER INC $1,5890.00%7 240.0% $454 加仓
GIL GILDAN ACTIVEWEAR INC $1,5760.00%31 00.0% — 不变
VNOM VIPER ENERGY INC $1,5690.00%37 00.0% — 不变
SENEA SENECA FOODS CORP NEW $1,5650.00%9 9— $1,565 新建仓
— GRAYSCALE ETHEREUM STAKING E $1,5570.00%122 00.0% — 不变
QFIN QFIN HOLDINGS INC $1,5340.00%97 1416.9% $221 加仓
COKE COCA COLA CONS INC $1,5270.00%8 360.0% $573 加仓
MTSI MACOM TECH SOLUTIONS HLDGS I $1,5210.00%4 00.0% — 不变
ESLT ELBIT SYS LTD $1,5170.00%2 2— $1,517 新建仓
MCK MCKESSON CORP $1,5110.00%2 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
SBCF SEACOAST BKG CORP FLA $1,4960.00%45 00.0% — 不变
— FIDELITY COVINGTON TRUST $1,4870.00%61 61— $1,487 新建仓
CBRE CBRE GROUP INC $1,4820.00%11 110.0% $135 加仓
TRGP TARGA RES CORP $1,4750.00%6 00.0% — 不变
FLY FIREFLY AEROSPACE INC $1,4700.00%50 00.0% — 不变
IESC IES HOLDINGS INC $1,4690.00%2 2— $1,469 新建仓