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 |
|---|---|---|---|---|---|---|---|---|
| BYLD | ISHARES TR | $5,183.30万 | 7.60% | 2,300,623 | 2,300,623 | — | $5,183.30万 | 新建仓 |
| 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 |
| XLK | SELECT SECTOR SPDR TR | $3,415.39万 | 5.01% | 256,990 | -128,604 | -33.4% | -$1,709.14万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,793.72万 | 4.10% | 117,571 | 5,132 | 4.6% | $121.95万 | 加仓 |
| GLD | SPDR GOLD TR | $2,781.12万 | 4.08% | 64,634 | 20,186 | 45.4% | $868.58万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,749.87万 | 4.03% | 85,716 | 4,509 | 5.6% | $144.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,723.62万 | 3.99% | 47,188 | -24,696 | -34.4% | -$1,425.42万 | 减仓 |
| SMH | VANECK ETF TRUST | $2,473.75万 | 3.63% | 64,522 | 23,815 | 58.5% | $913.06万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,293.52万 | 3.36% | 234,248 | 11,760 | 5.3% | $115.14万 | 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 |
| RING | ISHARES INC | $2,106.01万 | 3.09% | 266,651 | 59,834 | 28.9% | $472.57万 | 加仓 |
| DDWM | WISDOMTREE TR | $1,964.96万 | 2.88% | 445,469 | 445,469 | — | $1,964.96万 | 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 |
| EMEQ | NOMURA ETF TR | $1,844.82万 | 2.70% | 409,050 | 409,050 | — | $1,844.82万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $1,780.61万 | 2.61% | 290,664 | 290,664 | — | $1,780.61万 | 新建仓 |
| IVE | ISHARES TR | $1,671.20万 | 2.45% | 79,148 | 5,599 | 7.6% | $118.22万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,667.25万 | 2.44% | 65,645 | 44,296 | 207.5% | $1,125.03万 | 加仓 |
| WTAI | WISDOMTREE TR | $1,552.91万 | 2.28% | 550,093 | 21,742 | 4.1% | $61.38万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,530.24万 | 2.24% | 138,034 | 132,355 | 2,330.6% | $1,467.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $1,471.75万 | 2.16% | 320,712 | 320,712 | — | $1,471.75万 | 新建仓 |
| EMHY | ISHARES INC | $1,301.07万 | 1.91% | 330,388 | 72,263 | 28.0% | $284.57万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $1,293.29万 | 1.90% | 260,429 | 260,429 | — | $1,293.29万 | 新建仓 |
| AAPL | APPLE INC | $1,261.05万 | 1.85% | 49,689 | -678 | -1.3% | -$17.21万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,221.54万 | 1.79% | 240,697 | -358,903 | -59.9% | -$1,821.44万 | 减仓 |
| — | WISDOMTREE TR | $1,141.51万 | 1.67% | 209,990 | 209,990 | — | $1,141.51万 | 新建仓 |
| IGV | ISHARES TR | $1,113.15万 | 1.63% | 139,056 | 139,056 | — | $1,113.15万 | 新建仓 |
| PULS | PGIM ETF TR | $996.89万 | 1.46% | 201,392 | 5,449 | 2.8% | $26.97万 | 加仓 |
| 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 |
| NVDA | NVIDIA CORPORATION | $633.35万 | 0.93% | 36,316 | -1,218 | -3.2% | -$21.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $593.43万 | 0.87% | 77,533 | 54 | 0.1% | $4,133 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $541.28万 | 0.79% | 28,203 | 1,023 | 3.8% | $19.63万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $533.15万 | 0.78% | 30,534 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $431.97万 | 0.63% | 63,395 | 63,395 | — | $431.97万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $405.67万 | 0.59% | 6,238 | 33 | 0.5% | $2.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $404.62万 | 0.59% | 10,931 | 164 | 1.5% | $6.07万 | 加仓 |
| IEO | ISHARES TR | $397.87万 | 0.58% | 31,855 | 31,855 | — | $397.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $359.89万 | 0.53% | 17,280 | 179 | 1.0% | $3.73万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $291.59万 | 0.43% | 57,925 | -5,000 | -7.9% | -$25.17万 | 减仓 |
| IWD | ISHARES TR | $219.78万 | 0.32% | 10,286 | 3,615 | 54.2% | $77.24万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $216.33万 | 0.32% | 37,182 | -697,787 | -94.9% | -$4,059.76万 | 减仓 |
| BA | BOEING CO | $205.64万 | 0.30% | 10,332 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $186.15万 | 0.27% | 23,398 | -90,648 | -79.5% | -$721.18万 | 减仓 |
| TSLA | TESLA INC | $175.21万 | 0.26% | 4,713 | 30 | 0.6% | $1.12万 | 加仓 |
| GOOG | ALPHABET INC | $172.46万 | 0.25% | 6,012 | 78 | 1.3% | $2.24万 | 加仓 |
| DIS | DISNEY WALT CO | $163.82万 | 0.24% | 16,997 | -139 | -0.8% | -$1.34万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $157.70万 | 0.23% | 5,361 | 16 | 0.3% | $4,707 | 加仓 |
| CAT | CATERPILLAR INC | $156.53万 | 0.23% | 2,209 | 1 | 0.0% | $709 | 加仓 |
| LRGG | NOMURA ETF TR | $147.51万 | 0.22% | 57,581 | 8,001 | 16.1% | $20.50万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $144.48万 | 0.21% | 12,035 | 325 | 2.8% | $3.90万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $142.63万 | 0.21% | 28,258 | 9,212 | 48.4% | $46.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $132.17万 | 0.19% | 6,146 | -67 | -1.1% | -$1.44万 | 减仓 |
| EFV | ISHARES TR | $123.67万 | 0.18% | 16,634 | 484 | 3.0% | $3.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $123.15万 | 0.18% | 2,570 | 24 | 0.9% | $1.15万 | 加仓 |
| PYLD | PIMCO ETF TR | $120.59万 | 0.18% | 46,028 | -2,173,148 | -97.9% | -$5,693.64万 | 减仓 |
| IEMG | ISHARES INC | $119.20万 | 0.17% | 17,089 | 826 | 5.1% | $5.76万 | 加仓 |
| OEF | ISHARES TR | $117.61万 | 0.17% | 3,697 | 3,697 | — | $117.61万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $114.38万 | 0.17% | 34,712 | 7,708 | 28.5% | $25.40万 | 加仓 |
| IVV | ISHARES TR | $113.55万 | 0.17% | 1,738 | 16 | 0.9% | $1.05万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $110.35万 | 0.16% | 20,229 | 1,197 | 6.3% | $6.53万 | 加仓 |
| T | AT&T INC | $110.30万 | 0.16% | 38,048 | 5 | 0.0% | $145 | 加仓 |
| META | META PLATFORMS INC | $104.85万 | 0.15% | 1,833 | -29 | -1.6% | -$1.66万 | 减仓 |
| GOOGL | ALPHABET INC | $95.82万 | 0.14% | 3,332 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $81.62万 | 0.12% | 9,292 | 20 | 0.2% | $1,757 | 加仓 |
| ABBV | ABBVIE INC | $81.30万 | 0.12% | 3,738 | 8 | 0.2% | $1,740 | 加仓 |
| TJX | TJX COS INC NEW | $78.20万 | 0.11% | 4,897 | 13 | 0.3% | $2,076 | 加仓 |
| SJNK | SPDR SERIES TRUST | $73.81万 | 0.11% | 29,546 | 1,111 | 3.9% | $2.78万 | 加仓 |
| — | EXXON MOBIL CORP | $72.53万 | 0.11% | 4,275 | 3 | 0.1% | $509 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.96万 | 0.10% | 13,935 | 90 | 0.7% | $4,518 | 加仓 |
| GE | GE AEROSPACE | $66.80万 | 0.10% | 2,354 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $66.18万 | 0.10% | 2,730 | 26 | 1.0% | $6,303 | 加仓 |
| CVX | CHEVRON CORPORATION | $65.60万 | 0.10% | 3,171 | 34 | 1.1% | $7,034 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $64.79万 | 0.09% | 2,142 | 2 | 0.1% | $605 | 加仓 |
| IEFA | ISHARES TR | $64.47万 | 0.09% | 7,121 | 158 | 2.3% | $1.43万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $61.22万 | 0.09% | 12,670 | 1 | 0.0% | $48 | 加仓 |
| MCD | MCDONALDS CORP | $61.13万 | 0.09% | 1,967 | 164 | 9.1% | $5.10万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $59.97万 | 0.09% | 2,454 | 877 | 55.6% | $21.43万 | 加仓 |
| NFLX | NETFLIX INC. | $58.03万 | 0.09% | 6,035 | -115 | -1.9% | -$1.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $57.78万 | 0.08% | 6,221 | 39 | 0.6% | $3,622 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $57.62万 | 0.08% | 1,244 | 225 | 22.1% | $10.42万 | 加仓 |
| MTUM | ISHARES TR | $57.02万 | 0.08% | 2,376 | 2,376 | — | $57.02万 | 新建仓 |
| QLD | PROSHARES TR | $53.76万 | 0.08% | 8,813 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $52.46万 | 0.08% | 4,638 | -24 | -0.5% | -$2,715 | 减仓 |
| QGRW | WISDOMTREE TR | $52.04万 | 0.08% | 9,740 | -505,216 | -98.1% | -$2,699.29万 | 减仓 |
| ARKK | ARK ETF TR | $51.33万 | 0.08% | 7,595 | 420 | 5.9% | $2.84万 | 加仓 |
| GEV | GE VERNOVA INC | $49.41万 | 0.07% | 566 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $49.25万 | 0.07% | 11,161 | 24 | 0.2% | $1,059 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $48.45万 | 0.07% | 7,901 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $46.62万 | 0.07% | 5,027 | -1,479 | -22.7% | -$13.72万 | 减仓 |
| AMGN | AMGEN INC | $45.34万 | 0.07% | 1,289 | 18 | 1.4% | $6,331 | 加仓 |
| VTV | VANGUARD INDEX FDS | $44.34万 | 0.06% | 2,260 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $42.81万 | 0.06% | 3,613 | 0 | 0.0% | — | 不变 |
| XYLD | GLOBAL X FDS | $40.96万 | 0.06% | 10,468 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.65万 | 0.06% | 3,271 | 4 | 0.1% | $497 | 加仓 |
| MS | MORGAN STANLEY | $40.56万 | 0.06% | 2,464 | 2 | 0.1% | $329 | 加仓 |
| SUSL | ISHARES TR | $38.67万 | 0.06% | 3,404 | 33 | 1.0% | $3,749 | 加仓 |
| ORCL | ORACLE CORP | $38.63万 | 0.06% | 2,626 | 1 | 0.0% | $147 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $36.69万 | 0.05% | 9,442 | -53 | -0.6% | -$2,060 | 减仓 |
| NVS | NOVARTIS AG | $36.64万 | 0.05% | 2,399 | 45 | 1.9% | $6,873 | 加仓 |
| DHR | DANAHER CORP DEL | $36.29万 | 0.05% | 1,914 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $35.29万 | 0.05% | 1,045 | 0 | 0.0% | — | 不变 |