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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -290,664 | -100.0% | -$1,780.61万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -65,645 | -100.0% | -$1,667.25万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -320,712 | -100.0% | -$1,471.75万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -209,990 | -100.0% | -$1,141.51万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -457,808 | -100.0% | -$934.39万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -63,395 | -100.0% | -$431.97万 | 清仓 |
| IEO | ISHARES TR | $0 | 0.00% | 0 | -31,855 | -100.0% | -$397.87万 | 清仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $0 | 0.00% | 0 | -6,611 | -100.0% | -$25.91万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,394 | -100.0% | -$21.65万 | 清仓 |
| PTLO | PORTILLOS INC | $0 | 0.00% | 0 | -10,098 | -100.0% | -$5.34万 | 清仓 |
| CNDT | CONDUENT INC | $1.47万 | 0.00% | 10,042 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $4.53万 | 0.01% | 20,000 | -5,000 | -20.0% | -$1.13万 | 减仓 |
| ACTG | ACACIA RESH CORP | $4.66万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $19.54万 | 0.02% | 10,900 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $20.26万 | 0.03% | 6,671 | 6,671 | — | $20.26万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $20.67万 | 0.03% | 3,401 | 3,401 | — | $20.67万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.66万 | 0.03% | 308 | 308 | — | $21.66万 | 新建仓 |
| IWB | ISHARES TR | $22.36万 | 0.03% | 546 | 546 | — | $22.36万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $22.38万 | 0.03% | 12,503 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $23.05万 | 0.03% | 2,320 | 155 | 7.2% | $1.54万 | 加仓 |
| VV | VANGUARD INDEX FDS | $23.90万 | 0.03% | 695 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.14万 | 0.03% | 800 | 800 | — | $24.14万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.77万 | 0.03% | 997 | -34 | -3.3% | -$8,448 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.14万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $25.20万 | 0.03% | 2,776 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $25.29万 | 0.03% | 1,153 | 2 | 0.2% | $439 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $25.63万 | 0.03% | 9,913 | 9,913 | — | $25.63万 | 新建仓 |
| SBUX | STARBUCKS CORP | $25.81万 | 0.03% | 2,526 | 13 | 0.5% | $1,328 | 加仓 |
| SSO | PROSHARES TR | $26.15万 | 0.03% | 3,882 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $26.57万 | 0.03% | 1,617 | -503 | -23.7% | -$8.26万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $27.01万 | 0.03% | 9,185 | 83 | 0.9% | $2,440 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $27.89万 | 0.04% | 3,043 | -419 | -12.1% | -$3.84万 | 减仓 |
| XJH | ISHARES TR | $28.54万 | 0.04% | 5,473 | 5,473 | — | $28.54万 | 新建仓 |
| ITA | ISHARES TR | $28.84万 | 0.04% | 1,190 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $29.20万 | 0.04% | 3,593 | 79 | 2.2% | $6,420 | 加仓 |
| — | ISHARES TR | $29.76万 | 0.04% | 5,643 | 5,643 | — | $29.76万 | 新建仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $29.90万 | 0.04% | 1,775 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $30.16万 | 0.04% | 958 | 2 | 0.2% | $630 | 加仓 |
| ABT | ABBOTT LABORATORIES | $30.43万 | 0.04% | 3,353 | 8 | 0.2% | $726 | 加仓 |
| IJJ | ISHARES TR | $30.55万 | 0.04% | 2,068 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $30.90万 | 0.04% | 713 | 713 | — | $30.90万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $32.02万 | 0.04% | 2,730 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.37万 | 0.04% | 2,755 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $32.80万 | 0.04% | 12,894 | 12,894 | — | $32.80万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $33.02万 | 0.04% | 481 | 1 | 0.2% | $687 | 加仓 |
| V | VISA INC | $33.82万 | 0.04% | 986 | 5 | 0.5% | $1,715 | 加仓 |
| EFIV | SPDR SERIES TRUST | $34.05万 | 0.04% | 4,669 | 115 | 2.5% | $8,387 | 加仓 |
| DHR | DANAHER CORP DEL | $34.35万 | 0.04% | 1,803 | -111 | -5.8% | -$2.11万 | 减仓 |
| USMV | ISHARES TR | $34.79万 | 0.04% | 3,607 | -1,420 | -28.2% | -$13.70万 | 减仓 |
| ALL | ALLSTATE CORP | $35.86万 | 0.05% | 1,507 | -31 | -2.0% | -$7,377 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $36.19万 | 0.05% | 17,194 | 17,194 | — | $36.19万 | 新建仓 |
| COMP | COMPASS INC | $37.10万 | 0.05% | 30,092 | -13,420 | -30.8% | -$16.55万 | 减仓 |
| WMT | WALMART INC | $37.27万 | 0.05% | 3,291 | 20 | 0.6% | $2,265 | 加仓 |
| NVS | NOVARTIS AG | $38.06万 | 0.05% | 2,428 | 29 | 1.2% | $4,546 | 加仓 |
| ORCL | ORACLE CORP | $38.49万 | 0.05% | 2,626 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $41.88万 | 0.05% | 9,442 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $42.70万 | 0.05% | 10,468 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $43.19万 | 0.06% | 3,677 | 32 | 0.9% | $3,759 | 加仓 |
| NFLX | NETFLIX INC. | $43.23万 | 0.06% | 6,055 | 20 | 0.3% | $1,428 | 加仓 |
| MO | ALTRIA GROUP INC | $44.53万 | 0.06% | 6,189 | 1,998 | 47.7% | $14.38万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $45.31万 | 0.06% | 20,184 | 5,184 | 34.6% | $11.64万 | 加仓 |
| SUSL | ISHARES TR | $46.11万 | 0.06% | 3,473 | 69 | 2.0% | $9,160 | 加仓 |
| AMGN | AMGEN INC | $46.86万 | 0.06% | 1,294 | 5 | 0.4% | $1,811 | 加仓 |
| VTV | VANGUARD INDEX FDS | $49.25万 | 0.06% | 2,260 | 0 | 0.0% | — | 不变 |
| — | ALPHABET INC | $49.71万 | 0.06% | 9,768 | 9,768 | — | $49.71万 | 新建仓 |
| PYLD | PIMCO ETF TR | $49.91万 | 0.06% | 18,819 | -27,209 | -59.1% | -$72.16万 | 减仓 |
| MS | MORGAN STANLEY | $51.56万 | 0.07% | 2,467 | 3 | 0.1% | $627 | 加仓 |
| CVX | CHEVRON CORPORATION | $52.73万 | 0.07% | 3,181 | 10 | 0.3% | $1,658 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $53.18万 | 0.07% | 3,613 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $53.25万 | 0.07% | 1,970 | 3 | 0.2% | $811 | 加仓 |
| NEE | NEXTERA ENERGY INC | $55.05万 | 0.07% | 6,273 | 52 | 0.8% | $4,564 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $55.42万 | 0.07% | 19,675 | -1,340,295 | -98.6% | -$3,775.60万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $57.11万 | 0.07% | 7,901 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $58.48万 | 0.07% | 4,277 | 2 | 0.0% | $273 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $59.48万 | 0.08% | 14,049 | 114 | 0.8% | $4,827 | 加仓 |
| ARKK | ARK ETF TR | $61.48万 | 0.08% | 7,607 | 12 | 0.2% | $970 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $62.85万 | 0.08% | 2,475 | 21 | 0.9% | $5,333 | 加仓 |
| QGRW | WISDOMTREE TR | $63.57万 | 0.08% | 9,628 | -112 | -1.1% | -$7,395 | 减仓 |
| IVW | ISHARES TR | $64.19万 | 0.08% | 4,668 | 30 | 0.6% | $4,126 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $64.99万 | 0.08% | 1,244 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $66.50万 | 0.08% | 566 | 0 | 0.0% | — | 不变 |
| BUFP | PGIM ROCK ETF TR | $67.31万 | 0.09% | 21,000 | 10,000 | 90.9% | $32.05万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $72.53万 | 0.09% | 2,144 | 2 | 0.1% | $677 | 加仓 |
| SPSM | SPDR SERIES TRUST | $73.07万 | 0.09% | 12,671 | 1 | 0.0% | $58 | 加仓 |
| TJX | TJX COS INC NEW | $74.52万 | 0.09% | 4,919 | 22 | 0.4% | $3,333 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $77.12万 | 0.10% | 2,742 | 12 | 0.4% | $3,375 | 加仓 |
| T | AT&T INC | $78.65万 | 0.10% | 37,993 | -55 | -0.1% | -$1,139 | 减仓 |
| MTUM | ISHARES TR | $80.31万 | 0.10% | 2,342 | -34 | -1.4% | -$1.17万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $83.85万 | 0.11% | 16,535 | -224,162 | -93.1% | -$1,136.73万 | 减仓 |
| IEFA | ISHARES TR | $84.43万 | 0.11% | 8,742 | 1,621 | 22.8% | $15.66万 | 加仓 |
| QLD | PROSHARES TR | $85.27万 | 0.11% | 8,813 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $89.05万 | 0.11% | 9,313 | 21 | 0.2% | $2,008 | 加仓 |
| GE | GE AEROSPACE | $92.65万 | 0.12% | 2,479 | 125 | 5.3% | $4.67万 | 加仓 |
| META | META PLATFORMS INC | $99.32万 | 0.13% | 1,763 | -70 | -3.8% | -$3.94万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $101.92万 | 0.13% | 40,718 | 11,172 | 37.8% | $27.96万 | 加仓 |
| ABBV | ABBVIE INC | $104.60万 | 0.13% | 4,157 | 419 | 11.2% | $10.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $108.12万 | 0.14% | 937 | -108 | -10.3% | -$12.46万 | 减仓 |
| GOOGL | ALPHABET INC | $119.67万 | 0.15% | 3,349 | 17 | 0.5% | $6,075 | 加仓 |
| GOOG | ALPHABET INC | $123.93万 | 0.16% | 3,507 | -2,505 | -41.7% | -$88.52万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $124.10万 | 0.16% | 20,268 | 39 | 0.2% | $2,388 | 加仓 |