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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD HEALTH CARE ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$1.44万 | 清仓 |
| GLD | SPDR GOLD SHARES | $0 | 0.00% | 0 | -11 | -100.0% | -$4,359 | 清仓 |
| STAG | STAG INDUSTRIAL INC COM | $216 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $252 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | STRIVE U.S. ENERGY ETF | $750 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $1,034 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC COM | $1,437 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1,950 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| AKRE | AKRE Focus ETF | $2,114 | 0.00% | 40 | 40 | — | $2,114 | 新建仓 |
| DIS | DISNEY WALT CO COM | $2,410 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $2,465 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $2,639 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $2,885 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $3,143 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $3,470 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $3,495 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $4,040 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $4,134 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $5,065 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $5,342 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5,949 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | $6,223 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $6,639 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO WATER RESOURCES ETF | $6,686 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $7,924 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $8,484 | 0.01% | 35 | 0 | 0.0% | — | 不变 |
| CEFS | SABA CLOSED END FUNDS ETF | $9,764 | 0.01% | 433 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $1.06万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $1.13万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $1.13万 | 0.01% | 52 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $1.22万 | 0.01% | 129 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $1.28万 | 0.01% | 263 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $1.37万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $1.52万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.55万 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $1.55万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.56万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1.68万 | 0.01% | 148 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.79万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $1.88万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $1.89万 | 0.01% | 429 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $1.90万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $2.27万 | 0.01% | 498 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $2.32万 | 0.02% | 149 | -150 | -50.2% | -$2.33万 | 减仓 |
| VTWG | VANGUARD RUSSELL 2000 GROWTH ETF | $2.34万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD FTSE PACIFIC ETF | $2.38万 | 0.02% | 244 | 0 | 0.0% | — | 不变 |
| SCHQ | SCHWAB LONG-TERM U.S. TREASURY ETF | $2.44万 | 0.02% | 777 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $2.49万 | 0.02% | 558 | 558 | — | $2.49万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $2.49万 | 0.02% | 25 | 25 | — | $2.49万 | 新建仓 |
| CI | THE CIGNA GROUP COM | $2.51万 | 0.02% | 94 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $2.55万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $2.56万 | 0.02% | 838 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD ORD | $2.62万 | 0.02% | 273 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $2.63万 | 0.02% | 46 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.71万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $2.91万 | 0.02% | 382 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $2.91万 | 0.02% | 321 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $3.21万 | 0.02% | 283 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $3.58万 | 0.02% | 298 | -46 | -13.4% | -$5,533 | 减仓 |
| BSJU | INVESCO BULLETSHARES 2030 HIGH YIELD CORPORATE BOND ETF | $3.66万 | 0.02% | 1,429 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO COM | $3.68万 | 0.02% | 125 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $3.74万 | 0.02% | 2,045 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3.91万 | 0.03% | 270 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $3.92万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4.07万 | 0.03% | 279 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $4.10万 | 0.03% | 975 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $4.46万 | 0.03% | 654 | -54 | -7.6% | -$3,680 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $4.52万 | 0.03% | 122 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $4.77万 | 0.03% | 222 | 0 | 0.0% | — | 不变 |
| EES | WISDOMTREE U.S. SMALLCAP FUND | $4.83万 | 0.03% | 832 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $5.02万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $5.37万 | 0.04% | 77 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.40万 | 0.04% | 247 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $5.45万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5.46万 | 0.04% | 426 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $5.62万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $5.91万 | 0.04% | 105 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5.97万 | 0.04% | 1,553 | 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 |
| IWB | ISHARES RUSSELL 1000 ETF | $6.06万 | 0.04% | 170 | 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 |
| HD | HOME DEPOT INC COM | $6.74万 | 0.04% | 205 | 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 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $7.56万 | 0.05% | 3,592 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.62万 | 0.05% | 1,014 | 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 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $8.26万 | 0.05% | 3,810 | 0 | 0.0% | — | 不变 |
| EZM | WISDOMTREE U.S. MIDCAP FUND | $8.29万 | 0.05% | 1,233 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $9.19万 | 0.06% | 282 | 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 |
| LOW | LOWES COS INC COM | $9.62万 | 0.06% | 407 | 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 |
| ANET | ARISTA NETWORKS INC COM SHS | $9.82万 | 0.06% | 800 | 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 |
| GOOG | ALPHABET INC CAP STK CL C | $10.90万 | 0.07% | 380 | 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 |
| BAC | BANK AMERICA CORP COM | $12.17万 | 0.08% | 2,496 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $12.30万 | 0.08% | 496 | 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 |