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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $34.34万 | 0.05% | 3,345 | 6 | 0.2% | $616 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $33.03万 | 0.05% | 15,000 | 15,000 | — | $33.03万 | 新建仓 |
| BUFP | PGIM ROCK ETF TR | $32.69万 | 0.05% | 11,000 | 11,000 | — | $32.69万 | 新建仓 |
| ALL | ALLSTATE CORP | $31.89万 | 0.05% | 1,538 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $31.81万 | 0.05% | 43,512 | 43,512 | — | $31.81万 | 新建仓 |
| SYK | STRYKER CORPORATION | $31.41万 | 0.05% | 956 | -120 | -11.2% | -$3.94万 | 减仓 |
| ITOT | ISHARES TR | $30.20万 | 0.04% | 2,120 | -388 | -15.5% | -$5.53万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $29.75万 | 0.04% | 2,730 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $29.65万 | 0.04% | 981 | 1 | 0.1% | $302 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $29.51万 | 0.04% | 3,462 | 18 | 0.5% | $1,534 | 加仓 |
| IBB | ISHARES TR | $29.28万 | 0.04% | 1,734 | -52,923 | -96.8% | -$893.61万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.80万 | 0.04% | 1,031 | -35 | -3.3% | -$9,777 | 减仓 |
| EFIV | SPDR SERIES TRUST | $28.73万 | 0.04% | 4,554 | 1 | 0.0% | $63 | 加仓 |
| VOO | VANGUARD INDEX FDS | $28.66万 | 0.04% | 480 | 480 | — | $28.66万 | 新建仓 |
| CSCO | CISCO SYS INC | $28.28万 | 0.04% | 3,645 | 59 | 1.6% | $4,577 | 加仓 |
| IJK | ISHARES TR | $27.72万 | 0.04% | 2,755 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $27.66万 | 0.04% | 4,191 | 9 | 0.2% | $594 | 加仓 |
| IJJ | ISHARES TR | $27.40万 | 0.04% | 2,068 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.76万 | 0.04% | 269 | 1 | 0.4% | $995 | 加仓 |
| KO | COCA COLA CO | $26.72万 | 0.04% | 3,514 | -2,441 | -41.0% | -$18.56万 | 减仓 |
| ITA | ISHARES TR | $26.02万 | 0.04% | 1,190 | 1 | 0.1% | $219 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $25.91万 | 0.04% | 6,611 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $24.51万 | 0.04% | 9,102 | 86 | 1.0% | $2,316 | 加仓 |
| SBUX | STARBUCKS CORP | $22.51万 | 0.03% | 2,513 | 14 | 0.6% | $1,254 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $22.35万 | 0.03% | 1,775 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $22.08万 | 0.03% | 1,151 | -6,074 | -84.1% | -$116.50万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $21.95万 | 0.03% | 2,776 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $21.65万 | 0.03% | 1,394 | -91 | -6.1% | -$1.41万 | 减仓 |
| BILS | SPDR SERIES TRUST | $21.52万 | 0.03% | 2,165 | 2,165 | — | $21.52万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $21.38万 | 0.03% | 12,503 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.77万 | 0.03% | 695 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $20.14万 | 0.03% | 3,882 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $17.31万 | 0.03% | 10,900 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $11.53万 | 0.02% | 25,000 | 25,000 | — | $11.53万 | 新建仓 |
| PTLO | PORTILLOS INC | $5.34万 | 0.01% | 10,098 | 10,098 | — | $5.34万 | 新建仓 |
| ACTG | ACACIA RESH CORP | $4.81万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $1.29万 | 0.00% | 10,042 | 0 | 0.0% | — | 不变 |
| 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 |