Horizon Family Wealth, Inc.
CHICAGO IL · SEC CIK 0001910660
$2.19亿2026Q2 申报市值
93持仓数
50.5%前十大占比 · 第一大 9.5%
6 / 1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
BILS 加仓+$355.63万
FSML 新建仓+$222.86万
RPV 新建仓+$138.27万
SGOV 加仓+$70.25万
JPM 加仓+$66.85万
2026Q2 卖出最多 按季末市值估算
GSLC 减仓-$217.04万
VUG 减仓-$210.07万
SHM 减仓-$47.98万
MRVL 减仓-$45.90万
NVDA 减仓-$32.68万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,348 | -100.0% | -$20.94万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $20.26万 | 0.09% | 3,779 | 3,779 | — | $20.26万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $20.31万 | 0.09% | 573 | 573 | — | $20.31万 | 新建仓 |
| EOG | EOG RES INC | $20.32万 | 0.09% | 1,566 | 10 | 0.6% | $1,298 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $20.82万 | 0.10% | 2,764 | 2,764 | — | $20.82万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $21.16万 | 0.10% | 1,442 | 9 | 0.6% | $1,320 | 加仓 |
| INTU | INTUIT | $24.84万 | 0.11% | 952 | -5 | -0.5% | -$1,305 | 减仓 |
| GOOG | ALPHABET INC | $26.39万 | 0.12% | 747 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $27.16万 | 0.12% | 5,377 | 38 | 0.7% | $1,919 | 加仓 |
| AMAT | APPLIED MATLS INC | $27.85万 | 0.13% | 385 | 385 | — | $27.85万 | 新建仓 |
| META | META PLATFORMS INC | $28.50万 | 0.13% | 506 | -5 | -1.0% | -$2,816 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $30.47万 | 0.14% | 5,974 | 928 | 18.4% | $4.73万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $31.36万 | 0.14% | 9,132 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $34.08万 | 0.16% | 7,985 | 4,191 | 110.5% | $17.89万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $35.99万 | 0.16% | 733 | 2 | 0.3% | $982 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $37.06万 | 0.17% | 1,492 | 97 | 7.0% | $2.41万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $40.16万 | 0.18% | 1,030 | 77 | 8.1% | $3.00万 | 加仓 |
| DE | DEERE & CO | $40.72万 | 0.19% | 642 | 1 | 0.2% | $634 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $42.77万 | 0.20% | 18,167 | 124 | 0.7% | $2,920 | 加仓 |
| TMUS | T-MOBILE US INC | $42.82万 | 0.20% | 2,552 | 162 | 6.8% | $2.72万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $44.21万 | 0.20% | 2,624 | 187 | 7.7% | $3.15万 | 加仓 |
| EFAV | ISHARES TR | $44.62万 | 0.20% | 5,087 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $47.68万 | 0.22% | 4,210 | 234 | 5.9% | $2.65万 | 加仓 |
| SHY | ISHARES TR | $48.28万 | 0.22% | 5,880 | 591 | 11.2% | $4.85万 | 加仓 |
| ALLE | ALLEGION PLC | $48.93万 | 0.22% | 3,483 | 316 | 10.0% | $4.44万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $50.56万 | 0.23% | 1,651 | 374 | 29.3% | $11.45万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $50.76万 | 0.23% | 1,704 | -1,541 | -47.5% | -$45.90万 | 减仓 |
| CCK | CROWN HLDGS INC | $51.18万 | 0.23% | 4,577 | 131 | 2.9% | $1.46万 | 加仓 |
| IYG | ISHARES TR | $52.10万 | 0.24% | 5,758 | 893 | 18.4% | $8.08万 | 加仓 |
| — | CHART INDS INC | $52.26万 | 0.24% | 2,501 | 250 | 11.1% | $5.22万 | 加仓 |
| IDV | ISHARES TR | $53.63万 | 0.24% | 12,944 | -160 | -1.2% | -$6,629 | 减仓 |
| VIS | VANGUARD WORLD FD | $55.31万 | 0.25% | 1,535 | -57 | -3.6% | -$2.05万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $55.59万 | 0.25% | 4,064 | 301 | 8.0% | $4.12万 | 加仓 |
| INGR | INGREDION INC | $59.76万 | 0.27% | 6,310 | 780 | 14.1% | $7.39万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $61.55万 | 0.28% | 998 | 40 | 4.2% | $2.47万 | 加仓 |
| ASML | ASML HLDG NV | $63.26万 | 0.29% | 318 | -5 | -1.5% | -$9,947 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $65.86万 | 0.30% | 9,127 | 930 | 11.3% | $6.71万 | 加仓 |
| UNP | UNION PAC CORP | $69.32万 | 0.32% | 2,548 | 154 | 6.4% | $4.19万 | 加仓 |
| KO | COCA COLA CO | $69.94万 | 0.32% | 8,605 | -440 | -4.9% | -$3.58万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $74.44万 | 0.34% | 2,183 | 168 | 8.3% | $5.73万 | 加仓 |
| KRE | SPDR SERIES TRUST | $76.55万 | 0.35% | 10,227 | -7 | -0.1% | -$524 | 减仓 |
| QDF | FLEXSHARES TR | $86.85万 | 0.40% | 9,658 | 38 | 0.4% | $3,417 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $88.22万 | 0.40% | 3,635 | 164 | 4.7% | $3.98万 | 加仓 |
| — | CARILLON SER TR | $88.99万 | 0.41% | 34,566 | 279 | 0.8% | $7,183 | 加仓 |
| EWY | ISHARES INC | $90.23万 | 0.41% | 4,469 | 424 | 10.5% | $8.56万 | 加仓 |
| IJR | ISHARES TR | $93.94万 | 0.43% | 6,334 | 17 | 0.3% | $2,521 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $94.45万 | 0.43% | 2,821 | 44 | 1.6% | $1.47万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $104.76万 | 0.48% | 6,603 | 27 | 0.4% | $4,284 | 加仓 |
| AVGO | BROADCOM INC | $105.36万 | 0.48% | 2,789 | 61 | 2.2% | $2.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $109.19万 | 0.50% | 2,927 | 1,207 | 70.2% | $45.03万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $110.47万 | 0.50% | 1,092 | 96 | 9.6% | $9.71万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $111.19万 | 0.51% | 18,852 | 9,458 | 100.7% | $55.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $118.18万 | 0.54% | 2,475 | 149 | 6.4% | $7.11万 | 加仓 |
| AMZN | AMAZON COM INC | $123.44万 | 0.56% | 5,179 | 301 | 6.2% | $7.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $124.63万 | 0.57% | 3,685 | 181 | 5.2% | $6.12万 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $129.24万 | 0.59% | 45,347 | 6,068 | 15.4% | $17.29万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $131.73万 | 0.60% | 4,024 | 2,042 | 103.0% | $66.85万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $138.27万 | 0.63% | 12,148 | 12,148 | — | $138.27万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $146.98万 | 0.67% | 3,392 | -34 | -1.0% | -$1.47万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $148.15万 | 0.68% | 32,676 | 1,179 | 3.7% | $5.35万 | 加仓 |
| DIS | DISNEY WALT CO | $165.00万 | 0.75% | 17,143 | -790 | -4.4% | -$7.60万 | 减仓 |
| ISTB | ISHARES TR | $188.69万 | 0.86% | 39,107 | 419 | 1.1% | $2.02万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $189.60万 | 0.87% | 21,043 | 45 | 0.2% | $4,054 | 加仓 |
| NVDA | NVIDIA CORPORATION | $192.03万 | 0.88% | 9,597 | -1,633 | -14.5% | -$32.68万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $195.35万 | 0.89% | 10,254 | -540 | -5.0% | -$10.29万 | 减仓 |
| SHM | SPDR SERIES TRUST | $196.93万 | 0.90% | 41,058 | -10,004 | -19.6% | -$47.98万 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $198.49万 | 0.91% | 10,243 | 1 | 0.0% | $194 | 加仓 |
| AAPL | APPLE INC | $204.54万 | 0.93% | 7,069 | 50 | 0.7% | $1.45万 | 加仓 |
| GOOGL | ALPHABET INC | $210.72万 | 0.96% | 5,897 | -265 | -4.3% | -$9.47万 | 减仓 |
| FSML | FRANKLIN TEMPLETON ETF TR | $222.86万 | 1.02% | 72,025 | 72,025 | — | $222.86万 | 新建仓 |
| — | CARILLON SER TR | $242.86万 | 1.11% | 96,893 | 274 | 0.3% | $6,868 | 加仓 |
| VOO | VANGUARD INDEX FDS | $256.94万 | 1.17% | 3,741 | 835 | 28.7% | $57.35万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $266.51万 | 1.22% | 23,610 | -289 | -1.2% | -$3.26万 | 减仓 |
| VFH | VANGUARD WORLD FD | $297.76万 | 1.36% | 22,626 | 2,600 | 13.0% | $34.22万 | 加仓 |
| SGOV | ISHARES TR | $318.38万 | 1.45% | 31,626 | 6,978 | 28.3% | $70.25万 | 加仓 |
| IJK | ISHARES TR | $341.50万 | 1.56% | 29,064 | 659 | 2.3% | $7.74万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $345.80万 | 1.58% | 44,288 | -611 | -1.4% | -$4.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $379.20万 | 1.73% | 12,510 | -222 | -1.7% | -$6.73万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $381.20万 | 1.74% | 105,013 | -563 | -0.5% | -$2.04万 | 减仓 |
| IMCG | ISHARES TR | $398.52万 | 1.82% | 40,541 | -93 | -0.2% | -$9,142 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $398.89万 | 1.82% | 52,645 | 281 | 0.5% | $2.13万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $425.32万 | 1.94% | 45,706 | 934 | 2.1% | $8.69万 | 加仓 |
| BINV | 2023 ETF SERIES TRUST | $446.88万 | 2.04% | 106,501 | 7,419 | 7.5% | $31.13万 | 加仓 |
| INTF | ISHARES TR | $459.80万 | 2.10% | 112,257 | 950 | 0.9% | $3.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $507.05万 | 2.31% | 10,133 | -457 | -4.3% | -$22.87万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $570.33万 | 2.60% | 93,820 | 1,047 | 1.1% | $6.36万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $617.88万 | 2.82% | 84,996 | 162 | 0.2% | $1.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $914.25万 | 4.17% | 113,473 | -1,215 | -1.1% | -$9.79万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $1,001.00万 | 4.57% | 196,468 | 11,805 | 6.4% | $60.15万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $1,105.71万 | 5.05% | 77,927 | -15,296 | -16.4% | -$217.04万 | 减仓 |
| IVW | ISHARES TR | $1,329.60万 | 6.07% | 96,677 | -1,351 | -1.4% | -$18.58万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,465.19万 | 6.69% | 320,611 | 3,403 | 1.1% | $15.55万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,471.83万 | 6.72% | 170,865 | -24,387 | -12.5% | -$210.07万 | 减仓 |
| BILS | SPDR SERIES TRUST | $2,090.10万 | 9.54% | 210,314 | 35,785 | 20.5% | $355.63万 | 加仓 |