Horizon Wealth Management, LLC
LA GRANGE IL · SEC CIK 0001815123
$6.82亿2026Q1 申报市值
137持仓数
44.6%前十大占比 · 第一大 7.6%
19 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BYLD 新建仓+$5,183.30万
OAKM 加仓+$3,699.99万
DDWM 新建仓+$1,964.96万
EMEQ 新建仓+$1,844.82万
XLI 加仓+$1,835.32万
2026Q1 卖出最多 按季末市值估算
PYLD 减仓-$5,693.64万
GQI 清仓-$4,920.47万
DYNF 减仓-$4,059.76万
QGRW 减仓-$2,699.29万
EVTR 减仓-$1,821.44万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| LRGG | NOMURA ETF TR | $147.51万 | 0.22% | 57,581 | 8,001 | 16.1% | $20.50万 | 加仓 |
| CAT | CATERPILLAR INC | $156.53万 | 0.23% | 2,209 | 1 | 0.0% | $709 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $157.70万 | 0.23% | 5,361 | 16 | 0.3% | $4,707 | 加仓 |
| DIS | DISNEY WALT CO | $163.82万 | 0.24% | 16,997 | -139 | -0.8% | -$1.34万 | 减仓 |
| GOOG | ALPHABET INC | $172.46万 | 0.25% | 6,012 | 78 | 1.3% | $2.24万 | 加仓 |
| TSLA | TESLA INC | $175.21万 | 0.26% | 4,713 | 30 | 0.6% | $1.12万 | 加仓 |
| HYG | ISHARES TR | $186.15万 | 0.27% | 23,398 | -90,648 | -79.5% | -$721.18万 | 减仓 |
| BA | BOEING CO | $205.64万 | 0.30% | 10,332 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $216.33万 | 0.32% | 37,182 | -697,787 | -94.9% | -$4,059.76万 | 减仓 |
| IWD | ISHARES TR | $219.78万 | 0.32% | 10,286 | 3,615 | 54.2% | $77.24万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $291.59万 | 0.43% | 57,925 | -5,000 | -7.9% | -$25.17万 | 减仓 |
| AMZN | AMAZON COM INC | $359.89万 | 0.53% | 17,280 | 179 | 1.0% | $3.73万 | 加仓 |
| IEO | ISHARES TR | $397.87万 | 0.58% | 31,855 | 31,855 | — | $397.87万 | 新建仓 |
| MSFT | MICROSOFT CORP | $404.62万 | 0.59% | 10,931 | 164 | 1.5% | $6.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $405.67万 | 0.59% | 6,238 | 33 | 0.5% | $2.15万 | 加仓 |
| SLV | ISHARES SILVER TR | $431.97万 | 0.63% | 63,395 | 63,395 | — | $431.97万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $533.15万 | 0.78% | 30,534 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $541.28万 | 0.79% | 28,203 | 1,023 | 3.8% | $19.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $593.43万 | 0.87% | 77,533 | 54 | 0.1% | $4,133 | 加仓 |
| NVDA | NVIDIA CORPORATION | $633.35万 | 0.93% | 36,316 | -1,218 | -3.2% | -$21.24万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $934.39万 | 1.37% | 457,808 | 438,494 | 2,270.3% | $894.97万 | 重新持有 |
| PULS | PGIM ETF TR | $996.89万 | 1.46% | 201,392 | 5,449 | 2.8% | $26.97万 | 加仓 |
| IGV | ISHARES TR | $1,113.15万 | 1.63% | 139,056 | 139,056 | — | $1,113.15万 | 新建仓 |
| — | WISDOMTREE TR | $1,141.51万 | 1.67% | 209,990 | 209,990 | — | $1,141.51万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,221.54万 | 1.79% | 240,697 | -358,903 | -59.9% | -$1,821.44万 | 减仓 |
| AAPL | APPLE INC | $1,261.05万 | 1.85% | 49,689 | -678 | -1.3% | -$17.21万 | 减仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $1,293.29万 | 1.90% | 260,429 | 260,429 | — | $1,293.29万 | 新建仓 |
| EMHY | ISHARES INC | $1,301.07万 | 1.91% | 330,388 | 72,263 | 28.0% | $284.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,471.75万 | 2.16% | 320,712 | 320,712 | — | $1,471.75万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $1,530.24万 | 2.24% | 138,034 | 132,355 | 2,330.6% | $1,467.29万 | 加仓 |
| WTAI | WISDOMTREE TR | $1,552.91万 | 2.28% | 550,093 | 21,742 | 4.1% | $61.38万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,667.25万 | 2.44% | 65,645 | 44,296 | 207.5% | $1,125.03万 | 加仓 |
| IVE | ISHARES TR | $1,671.20万 | 2.45% | 79,148 | 5,599 | 7.6% | $118.22万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $1,780.61万 | 2.61% | 290,664 | 290,664 | — | $1,780.61万 | 新建仓 |
| EMEQ | NOMURA ETF TR | $1,844.82万 | 2.70% | 409,050 | 409,050 | — | $1,844.82万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $1,867.37万 | 2.74% | 115,462 | 113,480 | 5,725.5% | $1,835.32万 | 加仓 |
| DDWM | WISDOMTREE TR | $1,964.96万 | 2.88% | 445,469 | 445,469 | — | $1,964.96万 | 新建仓 |
| RING | ISHARES INC | $2,106.01万 | 3.09% | 266,651 | 59,834 | 28.9% | $472.57万 | 加仓 |
| IWM | ISHARES TR | $2,285.92万 | 3.35% | 92,174 | 50,762 | 122.6% | $1,258.90万 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $2,293.52万 | 3.36% | 234,248 | 11,760 | 5.3% | $115.14万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,473.75万 | 3.63% | 64,522 | 23,815 | 58.5% | $913.06万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,723.62万 | 3.99% | 47,188 | -24,696 | -34.4% | -$1,425.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,749.87万 | 4.03% | 85,716 | 4,509 | 5.6% | $144.65万 | 加仓 |
| GLD | SPDR GOLD TR | $2,781.12万 | 4.08% | 64,634 | 20,186 | 45.4% | $868.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,793.72万 | 4.10% | 117,571 | 5,132 | 4.6% | $121.95万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $3,415.39万 | 5.01% | 256,990 | -128,604 | -33.4% | -$1,709.14万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $3,748.76万 | 5.50% | 1,359,970 | 1,342,280 | 7,587.8% | $3,699.99万 | 加仓 |
| BYLD | ISHARES TR | $5,183.30万 | 7.60% | 2,300,623 | 2,300,623 | — | $5,183.30万 | 新建仓 |