Horizon Wealth Management, LLC
LA GRANGE IL · SEC CIK 0001815123
$7.85亿2026Q2 申报市值
148持仓数
48.1%前十大占比 · 第一大 7.3%
21 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ACWI 新建仓+$4,290.69万
XLF 新建仓+$3,018.13万
SOXX 新建仓+$2,565.35万
XLI 加仓+$2,122.66万
XLB 新建仓+$1,731.72万
2026Q2 卖出最多 按季末市值估算
SMH 减仓-$3,927.95万
OAKM 减仓-$3,775.60万
XLE 清仓-$1,780.61万
XAR 清仓-$1,667.25万
XLU 清仓-$1,471.75万
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 |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | $5,688.63万 | 7.25% | 2,511,534 | 210,911 | 9.2% | $477.71万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,777.32万 | 6.09% | 250,751 | -6,239 | -2.4% | -$118.87万 | 减仓 |
| ACWI | ISHARES TR | $4,290.69万 | 5.47% | 273,345 | 273,345 | — | $4,290.69万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $4,261.36万 | 5.43% | 230,058 | 114,596 | 99.2% | $2,122.66万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,536.77万 | 4.51% | 116,737 | -834 | -0.7% | -$25.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,392.03万 | 4.32% | 46,062 | -1,126 | -2.4% | -$82.92万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,167.72万 | 4.04% | 85,605 | -111 | -0.1% | -$4.11万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $3,018.13万 | 3.85% | 562,980 | 562,980 | — | $3,018.13万 | 新建仓 |
| IWM | ISHARES TR | $2,853.85万 | 3.64% | 94,986 | 2,812 | 3.1% | $84.49万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,776.02万 | 3.54% | 233,299 | -949 | -0.4% | -$11.29万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $2,761.64万 | 3.52% | 552,439 | 292,010 | 112.1% | $1,459.76万 | 加仓 |
| SOXX | ISHARES TR | $2,565.35万 | 3.27% | 40,036 | 40,036 | — | $2,565.35万 | 新建仓 |
| EMEQ | NOMURA ETF TR | $2,533.26万 | 3.23% | 347,689 | -61,361 | -15.0% | -$447.08万 | 减仓 |
| GLD | SPDR GOLD TR | $2,428.68万 | 3.10% | 65,929 | 1,295 | 2.0% | $47.70万 | 加仓 |
| DDWM | WISDOMTREE TR | $2,043.53万 | 2.60% | 442,514 | -2,955 | -0.7% | -$13.65万 | 减仓 |
| IVE | ISHARES TR | $1,861.98万 | 2.37% | 82,004 | 2,856 | 3.6% | $64.85万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $1,731.72万 | 2.21% | 340,689 | 340,689 | — | $1,731.72万 | 新建仓 |
| WTAI | WISDOMTREE TR | $1,702.66万 | 2.17% | 358,681 | -191,412 | -34.8% | -$908.63万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,611.91万 | 2.05% | 150,463 | 12,429 | 9.0% | $133.15万 | 加仓 |
| EMHY | ISHARES INC | $1,460.39万 | 1.86% | 359,127 | 28,739 | 8.7% | $116.87万 | 加仓 |
| AAPL | APPLE INC | $1,441.42万 | 1.84% | 49,814 | 125 | 0.3% | $3.62万 | 加仓 |
| IGV | ISHARES TR | $1,371.26万 | 1.75% | 151,353 | 12,297 | 8.8% | $111.41万 | 加仓 |
| IBB | ISHARES TR | $1,146.56万 | 1.46% | 60,285 | 58,551 | 3,376.6% | $1,113.58万 | 加仓 |
| IFRA | ISHARES TR | $1,058.21万 | 1.35% | 167,863 | 167,863 | — | $1,058.21万 | 新建仓 |
| PULS | PGIM ETF TR | $1,032.62万 | 1.32% | 208,399 | 7,007 | 3.5% | $34.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $728.10万 | 0.93% | 36,389 | 73 | 0.2% | $1.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $681.87万 | 0.87% | 77,591 | 58 | 0.1% | $5,097 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $600.49万 | 0.77% | 28,223 | 20 | 0.1% | $4,255 | 加仓 |
| LIT | GLOBAL X FDS | $562.12万 | 0.72% | 71,809 | 71,809 | — | $562.12万 | 新建仓 |
| RING | ISHARES INC | $526.38万 | 0.67% | 81,483 | -185,168 | -69.4% | -$1,196.19万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $516.66万 | 0.66% | 117,343 | 117,343 | — | $516.66万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $473.66万 | 0.60% | 6,343 | 105 | 1.7% | $7.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $409.06万 | 0.52% | 10,966 | 35 | 0.3% | $1.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $309.57万 | 0.39% | 5,329 | 5,329 | — | $309.57万 | 新建仓 |
| AMZN | AMAZON COM INC | $306.12万 | 0.39% | 12,844 | -4,436 | -25.7% | -$105.73万 | 减仓 |
| SMH | VANECK ETF TRUST | $303.94万 | 0.39% | 4,634 | -59,888 | -92.8% | -$3,927.95万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $300.19万 | 0.38% | 20,534 | -10,000 | -32.8% | -$146.19万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $270.39万 | 0.34% | 39,757 | 2,575 | 6.9% | $17.51万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $261.73万 | 0.33% | 51,951 | -5,974 | -10.3% | -$30.10万 | 减仓 |
| IWD | ISHARES TR | $257.28万 | 0.33% | 10,613 | 327 | 3.2% | $7.93万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $255.44万 | 0.33% | 14,950 | 14,950 | — | $255.44万 | 新建仓 |
| CAT | CATERPILLAR INC | $235.43万 | 0.30% | 2,211 | 2 | 0.1% | $2,130 | 加仓 |
| BA | BOEING CO | $223.66万 | 0.29% | 10,332 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $198.69万 | 0.25% | 4,724 | 11 | 0.2% | $4,627 | 加仓 |
| HYG | ISHARES TR | $183.69万 | 0.23% | 22,970 | -428 | -1.8% | -$3.42万 | 减仓 |
| LRGG | NOMURA ETF TR | $179.48万 | 0.23% | 65,288 | 7,707 | 13.4% | $21.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $175.98万 | 0.22% | 5,376 | 15 | 0.3% | $4,910 | 加仓 |
| DIS | DISNEY WALT CO | $163.97万 | 0.21% | 17,036 | 39 | 0.2% | $3,754 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $163.68万 | 0.21% | 31,048 | -3,664 | -10.6% | -$19.32万 | 减仓 |
| IVV | ISHARES TR | $157.32万 | 0.20% | 2,101 | 363 | 20.9% | $27.18万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $157.31万 | 0.20% | 31,250 | 2,992 | 10.6% | $15.06万 | 加仓 |
| INTC | INTEL CORP | $155.83万 | 0.20% | 11,161 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $145.36万 | 0.19% | 6,143 | -3 | -0.0% | -$710 | 减仓 |
| ONEY | SPDR SERIES TRUST | $143.29万 | 0.18% | 11,186 | -849 | -7.1% | -$10.88万 | 减仓 |
| IEMG | ISHARES INC | $141.60万 | 0.18% | 17,093 | 4 | 0.0% | $331 | 加仓 |
| OEF | ISHARES TR | $140.67万 | 0.18% | 3,845 | 148 | 4.0% | $5.41万 | 加仓 |
| EFV | ISHARES TR | $133.77万 | 0.17% | 17,475 | 841 | 5.1% | $6.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.00万 | 0.16% | 2,558 | -12 | -0.5% | -$6,005 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $124.10万 | 0.16% | 20,268 | 39 | 0.2% | $2,388 | 加仓 |
| GOOG | ALPHABET INC | $123.93万 | 0.16% | 3,507 | -2,505 | -41.7% | -$88.52万 | 减仓 |
| GOOGL | ALPHABET INC | $119.67万 | 0.15% | 3,349 | 17 | 0.5% | $6,075 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $108.12万 | 0.14% | 937 | -108 | -10.3% | -$12.46万 | 减仓 |
| ABBV | ABBVIE INC | $104.60万 | 0.13% | 4,157 | 419 | 11.2% | $10.54万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $101.92万 | 0.13% | 40,718 | 11,172 | 37.8% | $27.96万 | 加仓 |
| META | META PLATFORMS INC | $99.32万 | 0.13% | 1,763 | -70 | -3.8% | -$3.94万 | 减仓 |
| GE | GE AEROSPACE | $92.65万 | 0.12% | 2,479 | 125 | 5.3% | $4.67万 | 加仓 |
| DGRW | WISDOMTREE TR | $89.05万 | 0.11% | 9,313 | 21 | 0.2% | $2,008 | 加仓 |
| QLD | PROSHARES TR | $85.27万 | 0.11% | 8,813 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $84.43万 | 0.11% | 8,742 | 1,621 | 22.8% | $15.66万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $83.85万 | 0.11% | 16,535 | -224,162 | -93.1% | -$1,136.73万 | 减仓 |
| MTUM | ISHARES TR | $80.31万 | 0.10% | 2,342 | -34 | -1.4% | -$1.17万 | 减仓 |
| T | AT&T INC | $78.65万 | 0.10% | 37,993 | -55 | -0.1% | -$1,139 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.12万 | 0.10% | 2,742 | 12 | 0.4% | $3,375 | 加仓 |
| TJX | TJX COS INC NEW | $74.52万 | 0.09% | 4,919 | 22 | 0.4% | $3,333 | 加仓 |
| SPSM | SPDR SERIES TRUST | $73.07万 | 0.09% | 12,671 | 1 | 0.0% | $58 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $72.53万 | 0.09% | 2,144 | 2 | 0.1% | $677 | 加仓 |
| BUFP | PGIM ROCK ETF TR | $67.31万 | 0.09% | 21,000 | 10,000 | 90.9% | $32.05万 | 加仓 |
| GEV | GE VERNOVA INC | $66.50万 | 0.08% | 566 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $64.99万 | 0.08% | 1,244 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $64.19万 | 0.08% | 4,668 | 30 | 0.6% | $4,126 | 加仓 |
| QGRW | WISDOMTREE TR | $63.57万 | 0.08% | 9,628 | -112 | -1.1% | -$7,395 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $62.85万 | 0.08% | 2,475 | 21 | 0.9% | $5,333 | 加仓 |
| ARKK | ARK ETF TR | $61.48万 | 0.08% | 7,607 | 12 | 0.2% | $970 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.48万 | 0.08% | 14,049 | 114 | 0.8% | $4,827 | 加仓 |
| — | EXXON MOBIL CORP | $58.48万 | 0.07% | 4,277 | 2 | 0.0% | $273 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $57.11万 | 0.07% | 7,901 | 0 | 0.0% | — | 不变 |
| OAKM | HARRIS OAKMARK ETF TRUST | $55.42万 | 0.07% | 19,675 | -1,340,295 | -98.6% | -$3,775.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $55.05万 | 0.07% | 6,273 | 52 | 0.8% | $4,564 | 加仓 |
| MCD | MCDONALDS CORP | $53.25万 | 0.07% | 1,970 | 3 | 0.2% | $811 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $53.18万 | 0.07% | 3,613 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $52.73万 | 0.07% | 3,181 | 10 | 0.3% | $1,658 | 加仓 |
| MS | MORGAN STANLEY | $51.56万 | 0.07% | 2,467 | 3 | 0.1% | $627 | 加仓 |
| PYLD | PIMCO ETF TR | $49.91万 | 0.06% | 18,819 | -27,209 | -59.1% | -$72.16万 | 减仓 |
| — | ALPHABET INC | $49.71万 | 0.06% | 9,768 | 9,768 | — | $49.71万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $49.25万 | 0.06% | 2,260 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $46.86万 | 0.06% | 1,294 | 5 | 0.4% | $1,811 | 加仓 |
| SUSL | ISHARES TR | $46.11万 | 0.06% | 3,473 | 69 | 2.0% | $9,160 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $45.31万 | 0.06% | 20,184 | 5,184 | 34.6% | $11.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $44.53万 | 0.06% | 6,189 | 1,998 | 47.7% | $14.38万 | 加仓 |
| NFLX | NETFLIX INC. | $43.23万 | 0.06% | 6,055 | 20 | 0.3% | $1,428 | 加仓 |