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 |
|---|---|---|---|---|---|---|---|---|
| GQI | NATIXIS ETF TR | $0 | 0.00% | 0 | -862,258 | -100.0% | -$4,920.47万 | 清仓 |
| SLVP | ISHARES INC | $0 | 0.00% | 0 | -149,068 | -100.0% | -$510.85万 | 清仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -83,577 | -100.0% | -$464.46万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -54,022 | -100.0% | -$420.86万 | 清仓 |
| CIBR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -3,874 | -100.0% | -$27.68万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -833 | -100.0% | -$27.48万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -988 | -100.0% | -$23.96万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -663 | -100.0% | -$23.68万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -1,631 | -100.0% | -$23.38万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,439 | -100.0% | -$22.19万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -11,660 | -100.0% | -$17.14万 | 清仓 |
| CNDT | CONDUENT INC | $1.29万 | 0.00% | 10,042 | 0 | 0.0% | — | 不变 |
| ACTG | ACACIA RESH CORP | $4.81万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PTLO | PORTILLOS INC | $5.34万 | 0.01% | 10,098 | 10,098 | — | $5.34万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $11.53万 | 0.02% | 25,000 | 25,000 | — | $11.53万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $17.31万 | 0.03% | 10,900 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $20.14万 | 0.03% | 3,882 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.77万 | 0.03% | 695 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $21.38万 | 0.03% | 12,503 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $21.52万 | 0.03% | 2,165 | 2,165 | — | $21.52万 | 新建仓 |
| PEP | PEPSICO INC | $21.65万 | 0.03% | 1,394 | -91 | -6.1% | -$1.41万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $21.95万 | 0.03% | 2,776 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.08万 | 0.03% | 1,151 | -6,074 | -84.1% | -$116.50万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $22.35万 | 0.03% | 1,775 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.51万 | 0.03% | 2,513 | 14 | 0.6% | $1,254 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $24.51万 | 0.04% | 9,102 | 86 | 1.0% | $2,316 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $25.91万 | 0.04% | 6,611 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $26.02万 | 0.04% | 1,190 | 1 | 0.1% | $219 | 加仓 |
| KO | COCA COLA CO | $26.72万 | 0.04% | 3,514 | -2,441 | -41.0% | -$18.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $26.76万 | 0.04% | 269 | 1 | 0.4% | $995 | 加仓 |
| IJJ | ISHARES TR | $27.40万 | 0.04% | 2,068 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.66万 | 0.04% | 4,191 | 9 | 0.2% | $594 | 加仓 |
| IJK | ISHARES TR | $27.72万 | 0.04% | 2,755 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $28.28万 | 0.04% | 3,645 | 59 | 1.6% | $4,577 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.66万 | 0.04% | 480 | 480 | — | $28.66万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $28.73万 | 0.04% | 4,554 | 1 | 0.0% | $63 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.80万 | 0.04% | 1,031 | -35 | -3.3% | -$9,777 | 减仓 |
| IBB | ISHARES TR | $29.28万 | 0.04% | 1,734 | -52,923 | -96.8% | -$893.61万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $29.51万 | 0.04% | 3,462 | 18 | 0.5% | $1,534 | 加仓 |
| V | VISA INC | $29.65万 | 0.04% | 981 | 1 | 0.1% | $302 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $29.75万 | 0.04% | 2,730 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $30.20万 | 0.04% | 2,120 | -388 | -15.5% | -$5.53万 | 减仓 |
| SYK | STRYKER CORPORATION | $31.41万 | 0.05% | 956 | -120 | -11.2% | -$3.94万 | 减仓 |
| COMP | COMPASS INC | $31.81万 | 0.05% | 43,512 | 43,512 | — | $31.81万 | 新建仓 |
| ALL | ALLSTATE CORP | $31.89万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| BUFP | PGIM ROCK ETF TR | $32.69万 | 0.05% | 11,000 | 11,000 | — | $32.69万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $33.03万 | 0.05% | 15,000 | 15,000 | — | $33.03万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $34.34万 | 0.05% | 3,345 | 6 | 0.2% | $616 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $35.29万 | 0.05% | 1,045 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $36.29万 | 0.05% | 1,914 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $36.64万 | 0.05% | 2,399 | 45 | 1.9% | $6,873 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.69万 | 0.05% | 9,442 | -53 | -0.6% | -$2,060 | 减仓 |
| ORCL | ORACLE CORP | $38.63万 | 0.06% | 2,626 | 1 | 0.0% | $147 | 加仓 |
| SUSL | ISHARES TR | $38.67万 | 0.06% | 3,404 | 33 | 1.0% | $3,749 | 加仓 |
| MS | MORGAN STANLEY | $40.56万 | 0.06% | 2,464 | 2 | 0.1% | $329 | 加仓 |
| WMT | WALMART INC | $40.65万 | 0.06% | 3,271 | 4 | 0.1% | $497 | 加仓 |
| XYLD | GLOBAL X FDS | $40.96万 | 0.06% | 10,468 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $42.81万 | 0.06% | 3,613 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $44.34万 | 0.06% | 2,260 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.34万 | 0.07% | 1,289 | 18 | 1.4% | $6,331 | 加仓 |
| USMV | ISHARES TR | $46.62万 | 0.07% | 5,027 | -1,479 | -22.7% | -$13.72万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $48.45万 | 0.07% | 7,901 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $49.25万 | 0.07% | 11,161 | 24 | 0.2% | $1,059 | 加仓 |
| GEV | GE VERNOVA INC | $49.41万 | 0.07% | 566 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $51.33万 | 0.08% | 7,595 | 420 | 5.9% | $2.84万 | 加仓 |
| QGRW | WISDOMTREE TR | $52.04万 | 0.08% | 9,740 | -505,216 | -98.1% | -$2,699.29万 | 减仓 |
| IVW | ISHARES TR | $52.46万 | 0.08% | 4,638 | -24 | -0.5% | -$2,715 | 减仓 |
| QLD | PROSHARES TR | $53.76万 | 0.08% | 8,813 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $57.02万 | 0.08% | 2,376 | 2,376 | — | $57.02万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.62万 | 0.08% | 1,244 | 225 | 22.1% | $10.42万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $57.78万 | 0.08% | 6,221 | 39 | 0.6% | $3,622 | 加仓 |
| NFLX | NETFLIX INC. | $58.03万 | 0.09% | 6,035 | -115 | -1.9% | -$1.11万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $59.97万 | 0.09% | 2,454 | 877 | 55.6% | $21.43万 | 加仓 |
| MCD | MCDONALDS CORP | $61.13万 | 0.09% | 1,967 | 164 | 9.1% | $5.10万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $61.22万 | 0.09% | 12,670 | 1 | 0.0% | $48 | 加仓 |
| IEFA | ISHARES TR | $64.47万 | 0.09% | 7,121 | 158 | 2.3% | $1.43万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $64.79万 | 0.09% | 2,142 | 2 | 0.1% | $605 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.60万 | 0.10% | 3,171 | 34 | 1.1% | $7,034 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.18万 | 0.10% | 2,730 | 26 | 1.0% | $6,303 | 加仓 |
| GE | GE AEROSPACE | $66.80万 | 0.10% | 2,354 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $69.96万 | 0.10% | 13,935 | 90 | 0.7% | $4,518 | 加仓 |
| — | EXXON MOBIL CORP | $72.53万 | 0.11% | 4,275 | 3 | 0.1% | $509 | 加仓 |
| SJNK | SPDR SERIES TRUST | $73.81万 | 0.11% | 29,546 | 1,111 | 3.9% | $2.78万 | 加仓 |
| TJX | TJX COS INC NEW | $78.20万 | 0.11% | 4,897 | 13 | 0.3% | $2,076 | 加仓 |
| ABBV | ABBVIE INC | $81.30万 | 0.12% | 3,738 | 8 | 0.2% | $1,740 | 加仓 |
| DGRW | WISDOMTREE TR | $81.62万 | 0.12% | 9,292 | 20 | 0.2% | $1,757 | 加仓 |
| GOOGL | ALPHABET INC | $95.82万 | 0.14% | 3,332 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $104.85万 | 0.15% | 1,833 | -29 | -1.6% | -$1.66万 | 减仓 |
| T | AT&T INC | $110.30万 | 0.16% | 38,048 | 5 | 0.0% | $145 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $110.35万 | 0.16% | 20,229 | 1,197 | 6.3% | $6.53万 | 加仓 |
| IVV | ISHARES TR | $113.55万 | 0.17% | 1,738 | 16 | 0.9% | $1.05万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $114.38万 | 0.17% | 34,712 | 7,708 | 28.5% | $25.40万 | 加仓 |
| OEF | ISHARES TR | $117.61万 | 0.17% | 3,697 | 3,697 | — | $117.61万 | 新建仓 |
| IEMG | ISHARES INC | $119.20万 | 0.17% | 17,089 | 826 | 5.1% | $5.76万 | 加仓 |
| PYLD | PIMCO ETF TR | $120.59万 | 0.18% | 46,028 | -2,173,148 | -97.9% | -$5,693.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.15万 | 0.18% | 2,570 | 24 | 0.9% | $1.15万 | 加仓 |
| EFV | ISHARES TR | $123.67万 | 0.18% | 16,634 | 484 | 3.0% | $3.60万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $132.17万 | 0.19% | 6,146 | -67 | -1.1% | -$1.44万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $142.63万 | 0.21% | 28,258 | 9,212 | 48.4% | $46.50万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $144.48万 | 0.21% | 12,035 | 325 | 2.8% | $3.90万 | 加仓 |