Horizons Wealth Management
ASHEVILLE NC · SEC CIK 0001943228
$1.52亿2026Q1 申报市值
170持仓数
58.4%前十大占比 · 第一大 10.1%
3 / 2新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EFA 加仓+$21.48万
BSCS 加仓+$19.93万
BSCT 加仓+$18.90万
VNQ 加仓+$16.25万
IAGG 加仓+$16.17万
2026Q1 卖出最多 按季末市值估算
VEA 减仓-$37.63万
BRK/B 减仓-$22.76万
VB 减仓-$18.05万
ESGU 减仓-$15.80万
BNDX 减仓-$13.90万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD LARGE-CAP ETF | $1,541.92万 | 10.11% | 51,595 | 236 | 0.5% | $7.05万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,362.01万 | 8.93% | 212,549 | -5,873 | -2.7% | -$37.63万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $1,112.02万 | 7.29% | 38,722 | 274 | 0.7% | $7.87万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $1,057.84万 | 6.94% | 40,388 | -689 | -1.7% | -$18.05万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $1,038.84万 | 6.81% | 117,118 | 1,832 | 1.6% | $16.25万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $644.34万 | 4.23% | 87,499 | 1,352 | 1.6% | $9.96万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $626.45万 | 4.11% | 56,764 | 366 | 0.6% | $4.04万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $547.20万 | 3.59% | 113,882 | -2,892 | -2.5% | -$13.90万 | 减仓 |
| CMDY | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $544.38万 | 3.57% | 91,840 | -1,469 | -1.6% | -$8.71万 | 减仓 |
| BSCT | INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $425.82万 | 2.79% | 228,195 | 10,131 | 4.6% | $18.90万 | 加仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $418.38万 | 2.74% | 214,225 | 6,420 | 3.1% | $12.54万 | 加仓 |
| BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $412.83万 | 2.71% | 202,139 | 9,761 | 5.1% | $19.93万 | 加仓 |
| BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $387.78万 | 2.54% | 231,938 | -1,076 | -0.5% | -$1.80万 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $387.03万 | 2.54% | 197,215 | 7,633 | 4.0% | $14.98万 | 加仓 |
| BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $357.04万 | 2.34% | 216,913 | 617 | 0.3% | $1.02万 | 加仓 |
| BSJQ | INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $276.61万 | 1.81% | 119,356 | -1,134 | -0.9% | -$2.63万 | 减仓 |
| BSJR | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $275.48万 | 1.81% | 123,176 | 1,099 | 0.9% | $2.46万 | 加仓 |
| BLV | VANGUARD LONG-TERM BOND ETF | $247.77万 | 1.63% | 36,023 | 138 | 0.4% | $9,492 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $239.10万 | 1.57% | 24,617 | 2,211 | 9.9% | $21.48万 | 加仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $204.54万 | 1.34% | 50,096 | -642 | -1.3% | -$2.62万 | 减仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $168.38万 | 1.10% | 33,650 | 3,231 | 10.6% | $16.17万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $135.33万 | 0.89% | 50,855 | -616 | -1.2% | -$1.64万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $133.95万 | 0.88% | 13,494 | -76 | -0.6% | -$7,545 | 减仓 |
| BSCW | INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $133.91万 | 0.88% | 65,043 | 3,220 | 5.2% | $6.63万 | 加仓 |
| IBTG | ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $120.29万 | 0.79% | 52,493 | -279 | -0.5% | -$6,393 | 减仓 |
| IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $114.85万 | 0.75% | 51,543 | 857 | 1.7% | $1.91万 | 加仓 |
| IBTH | ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $106.14万 | 0.70% | 47,322 | 1,056 | 2.3% | $2.37万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $82.55万 | 0.54% | 6,641 | -5 | -0.1% | -$622 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $81.64万 | 0.54% | 16,365 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $80.47万 | 0.53% | 1,232 | -5 | -0.4% | -$3,266 | 减仓 |
| ICF | ISHARES SELECT U.S. REIT ETF | $74.68万 | 0.49% | 12,066 | -1,895 | -13.6% | -$11.73万 | 减仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $72.85万 | 0.48% | 16,389 | 1,071 | 7.0% | $4.76万 | 加仓 |
| AAPL | APPLE INC COM | $71.57万 | 0.47% | 2,820 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $67.54万 | 0.44% | 3,519 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $64.07万 | 0.42% | 9,488 | -196 | -2.0% | -$1.32万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A 看跌期权 | $60.39万 | 0.40% | 2,100 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC CAP STK CL A | $58.37万 | 0.38% | 2,030 | -135 | -6.2% | -$3.88万 | 减仓 |
| AAPL | APPLE INC COM 看跌期权 | $58.37万 | 0.38% | 2,300 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I 看跌期权 | $57.72万 | 0.38% | 1,000 | 0 | 0.0% | — | 不变 |
| PRIM | PRIMORIS SVCS CORP COM | $56.87万 | 0.37% | 3,976 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $56.85万 | 0.37% | 1,772 | 0 | 0.0% | — | 不变 |
| BSMU | INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $55.61万 | 0.36% | 25,494 | 0 | 0.0% | — | 不变 |
| BSMQ | INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $54.01万 | 0.35% | 22,863 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $53.74万 | 0.35% | 23,343 | 42 | 0.2% | $967 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $50.43万 | 0.33% | 844 | -18 | -2.1% | -$1.08万 | 减仓 |
| BSMS | INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $50.39万 | 0.33% | 21,537 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $47.58万 | 0.31% | 993 | -475 | -32.4% | -$22.76万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $45.18万 | 0.30% | 8,359 | -380 | -4.3% | -$2.05万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $44.44万 | 0.29% | 770 | -2 | -0.3% | -$1,154 | 减仓 |
| BSMR | INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $41.67万 | 0.27% | 17,618 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF 看跌期权 | $35.74万 | 0.23% | 3,600 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $31.21万 | 0.20% | 732 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $31.09万 | 0.20% | 338 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $30.45万 | 0.20% | 1,462 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $29.35万 | 0.19% | 4,207 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $27.34万 | 0.18% | 11,277 | 1,047 | 10.2% | $2.54万 | 加仓 |
| — | INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $26.32万 | 0.17% | 12,605 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $25.90万 | 0.17% | 10,683 | -1,179 | -9.9% | -$2.86万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $24.46万 | 0.16% | 8,410 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $23.68万 | 0.16% | 812 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $23.02万 | 0.15% | 1,320 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $20.50万 | 0.13% | 2,108 | -102 | -4.6% | -$9,917 | 减仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $18.39万 | 0.12% | 3,706 | -577 | -13.5% | -$2.86万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $18.06万 | 0.12% | 488 | -53 | -9.8% | -$1.96万 | 减仓 |
| CAT | CATERPILLAR INC COM | $17.64万 | 0.12% | 249 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $17.47万 | 0.11% | 1,827 | -46 | -2.5% | -$4,399 | 减仓 |
| IAU | ISHARES GOLD TRUST | $15.52万 | 0.10% | 1,760 | -159 | -8.3% | -$1.40万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $14.40万 | 0.09% | 1,744 | -29 | -1.6% | -$2,395 | 减仓 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $13.04万 | 0.09% | 3,605 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $12.79万 | 0.08% | 2,767 | -184 | -6.2% | -$8,508 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $12.67万 | 0.08% | 622 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $12.40万 | 0.08% | 850 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $12.36万 | 0.08% | 874 | -1,117 | -56.1% | -$15.80万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $12.30万 | 0.08% | 496 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $12.17万 | 0.08% | 2,496 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $11.06万 | 0.07% | 1,069 | -19 | -1.7% | -$1,965 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $10.90万 | 0.07% | 380 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $10.11万 | 0.07% | 164 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $9.82万 | 0.06% | 800 | 0 | 0.0% | — | 不变 |
| CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $9.77万 | 0.06% | 1,318 | -113 | -7.9% | -$8,379 | 减仓 |
| LOW | LOWES COS INC COM | $9.62万 | 0.06% | 407 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $9.47万 | 0.06% | 2,014 | -565 | -21.9% | -$2.66万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $9.19万 | 0.06% | 282 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $8.29万 | 0.05% | 1,233 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $8.26万 | 0.05% | 3,810 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $8.26万 | 0.05% | 1,737 | -1,207 | -41.0% | -$5.74万 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.62万 | 0.05% | 1,014 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $7.56万 | 0.05% | 3,592 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $7.39万 | 0.05% | 1,349 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC COM | $6.74万 | 0.04% | 205 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $6.22万 | 0.04% | 648 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $6.06万 | 0.04% | 170 | 0 | 0.0% | — | 不变 |
| — | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $6.02万 | 0.04% | 1,299 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.97万 | 0.04% | 1,553 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $5.91万 | 0.04% | 105 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $5.62万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5.46万 | 0.04% | 426 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $5.45万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.40万 | 0.04% | 247 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.37万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |