HORAN Wealth, LLC
CINCINNATI OH · SEC CIK 0002072569
$10.52亿2026Q1 申报市值
196持仓数
54.9%前十大占比 · 第一大 25.5%
7 / 4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
IVV 加仓+$1.34亿
IJH 加仓+$4,917.85万
MSFT 加仓+$1,737.67万
IJR 加仓+$1,681.82万
AVEM 新建仓+$1,407.11万
2026Q1 卖出最多 按季末市值估算
AMCOR PLC 清仓-$340.74万
DEO 清仓-$89.24万
Hillenbrand Inc 减仓-$32.53万
BTC 清仓-$22.84万
ADP 清仓-$21.17万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -81,712 | -100.0% | -$340.74万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -10,344 | -100.0% | -$89.24万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,896 | -100.0% | -$22.84万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -823 | -100.0% | -$21.17万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HERON THERAPEUTICS INC COM | $5.41万 | 0.01% | 41,590 | 41,590 | — | $5.41万 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $13.29万 | 0.01% | 11,757 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.28万 | 0.02% | 1,226 | -1,193 | -49.3% | -$19.73万 | 重新持有 |
| ATI | ATI INC | $20.36万 | 0.02% | 1,400 | 1,400 | — | $20.36万 | 新建仓 |
| MDU | MDU RES GROUP INC | $20.72万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $21.48万 | 0.02% | 4,611 | 0 | 0.0% | — | 不变 |
| IBMR | iShares iBonds DEC 2029 Term Muni Bond ETD | $21.66万 | 0.02% | 8,517 | 8,517 | — | $21.66万 | 新建仓 |
| IBMO | iShares iBonds Dec 2026 Term Muni Bond ETF | $21.67万 | 0.02% | 8,453 | 0 | 0.0% | — | 不变 |
| IBMP | iShares iBonds Dec 2027 Term Muni Bd ETF | $21.69万 | 0.02% | 8,544 | 0 | 0.0% | — | 不变 |
| IBMQ | iShares iBonds DEC 2028 Term Muni Bond ETF | $21.73万 | 0.02% | 8,495 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $22.08万 | 0.02% | 2,291 | -44 | -1.9% | -$4,241 | 减仓 |
| VGT | VANGUARD WORLD FD | $22.11万 | 0.02% | 317 | -25 | -7.3% | -$1.74万 | 减仓 |
| USRT | iShares Core US REIT ETF | $22.21万 | 0.02% | 3,899 | 47 | 1.2% | $2,677 | 重新持有 |
| EMR | EMERSON ELEC CO | $22.51万 | 0.02% | 1,718 | 120 | 7.5% | $1.57万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $22.70万 | 0.02% | 463 | -4 | -0.9% | -$1,961 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $22.87万 | 0.02% | 2,917 | -573 | -16.4% | -$4.49万 | 重新持有 |
| JAJL | INNOVATOR EQUITY DEFINED PROTECTION ETF - 6MO JAN/JUL | $23.25万 | 0.02% | 8,000 | 0 | 0.0% | — | 不变 |
| SCHO | Schwab Short-Term US Treasury ETF | $23.56万 | 0.02% | 9,666 | 113 | 1.2% | $2,754 | 重新持有 |
| VOT | Vanguard Mid-Cap Growth ETF | $23.85万 | 0.02% | 854 | -1 | -0.1% | -$279 | 重新持有 |
| XEXGX | EV Tax-Mgd Gbl Div Equity Income | $24.89万 | 0.02% | 26,122 | 0 | 0.0% | — | 不变 |
| XLI | Industrial Select Sector SPDR ETF | $25.06万 | 0.02% | 1,615 | 0 | 0.0% | — | 不变 |
| — | F/M 10-YEAR INVESTMENT GRADE CORPORATE BOND ETF | $25.12万 | 0.02% | 4,896 | 0 | 0.0% | — | 不变 |
| STXF | Strive 500 ETF | $25.17万 | 0.02% | 5,710 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.57万 | 0.02% | 3,875 | 160 | 4.3% | $1.06万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $25.72万 | 0.02% | 11,076 | 96 | 0.9% | $2,229 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $25.92万 | 0.02% | 2,185 | 70 | 3.3% | $8,304 | 加仓 |
| KO | COCA COLA CO | $26.30万 | 0.02% | 3,458 | 130 | 3.9% | $9,885 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $26.71万 | 0.03% | 2,240 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $26.71万 | 0.03% | 3,096 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $27.13万 | 0.03% | 1,118 | 15 | 1.4% | $3,639 | 加仓 |
| IUSB | iShares Core Total Bond Market ETF | $27.37万 | 0.03% | 5,882 | 0 | 0.0% | — | 不变 |
| AGNC | AMERICAN CAPITAL AGENCY CORP. | $28.48万 | 0.03% | 26,565 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $28.54万 | 0.03% | 835 | 45 | 5.7% | $1.54万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $29.52万 | 0.03% | 2,500 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $30.13万 | 0.03% | 2,216 | 2,216 | — | $30.13万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $30.51万 | 0.03% | 884 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $30.57万 | 0.03% | 5,771 | 200 | 3.6% | $1.06万 | 加仓 |
| RITM | New Residential Investment Corp | $31.27万 | 0.03% | 28,685 | 0 | 0.0% | — | 不变 |
| SPLV | Invesco S&P 500 Low Volatility ETF | $31.31万 | 0.03% | 4,383 | 0 | 0.0% | — | 不变 |
| — | Hillenbrand Inc | $31.72万 | 0.03% | 10,000 | -10,256 | -50.6% | -$32.53万 | 减仓 |
| IWB | iShares Russell 1000 ETF | $31.75万 | 0.03% | 850 | 153 | 22.0% | $5.72万 | 重新持有 |
| DE | DEERE & CO | $31.88万 | 0.03% | 566 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.55万 | 0.03% | 13,138 | -43 | -0.3% | -$1,131 | 减仓 |
| MA | MASTERCARD INCORPORATED | $35.93万 | 0.03% | 719 | -1 | -0.1% | -$500 | 减仓 |
| IEFA | ISHARES TR | $37.02万 | 0.04% | 4,125 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $38.11万 | 0.04% | 2,792 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP | $39.41万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| — | F/M OPPORTUNISTIC INCOME ETF | $40.26万 | 0.04% | 7,748 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $40.76万 | 0.04% | 1,208 | -5 | -0.4% | -$1,687 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $43.25万 | 0.04% | 1,288 | 20 | 1.6% | $6,716 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $44.10万 | 0.04% | 2,880 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $44.14万 | 0.04% | 1,921 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORYSHARES FREE CASH FLOW ETF | $45.72万 | 0.04% | 11,610 | 0 | 0.0% | — | 不变 |
| KR | The Kroger Co | $46.74万 | 0.04% | 7,416 | 3,728 | 101.1% | $23.49万 | 加仓 |
| LOW | LOWES COS INC | $46.88万 | 0.04% | 1,984 | -5 | -0.3% | -$1,181 | 减仓 |
| AFL | AFLAC INC | $49.10万 | 0.05% | 4,475 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $50.31万 | 0.05% | 11,838 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $50.95万 | 0.05% | 13,284 | 0 | 0.0% | — | 不变 |
| UCON | First Trust TCW Unconstrained Plus Bond ETF | $51.23万 | 0.05% | 20,354 | 0 | 0.0% | — | 不变 |
| SO | Southern Co | $52.33万 | 0.05% | 5,916 | 3,003 | 103.1% | $26.56万 | 加仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $52.58万 | 0.05% | 22,465 | 22,465 | — | $52.58万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $53.79万 | 0.05% | 10,628 | -11 | -0.1% | -$557 | 减仓 |
| SUB | iShares Short-Term National Muni Bd ETF | $53.99万 | 0.05% | 5,062 | 2,531 | 100.0% | $26.99万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $54.18万 | 0.05% | 4,330 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $58.90万 | 0.06% | 4,145 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $59.17万 | 0.06% | 35,544 | 0 | 0.0% | — | 不变 |
| OUSM | ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF | $59.48万 | 0.06% | 13,597 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $64.28万 | 0.06% | 6,685 | 105 | 1.6% | $1.01万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $64.57万 | 0.06% | 19,597 | 1,470 | 8.1% | $4.84万 | 加仓 |
| TSLA | TESLA INC | $65.68万 | 0.06% | 1,587 | 155 | 10.8% | $6.42万 | 加仓 |
| VXF | Vanguard Extended Market ETF | $67.59万 | 0.06% | 3,232 | 1,616 | 100.0% | $33.80万 | 加仓 |
| USMV | iShares MSCI USA Min Vol Factor ETF | $71.18万 | 0.07% | 7,559 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $71.50万 | 0.07% | 9,090 | -1,000 | -9.9% | -$7.87万 | 减仓 |
| META | META PLATFORMS INC | $71.57万 | 0.07% | 1,115 | 112 | 11.2% | $7.19万 | 加仓 |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $71.69万 | 0.07% | 10,949 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth ETF | $72.36万 | 0.07% | 5,934 | 2,967 | 100.0% | $36.18万 | 加仓 |
| SYK | Stryker Corp | $73.23万 | 0.07% | 2,142 | 1,126 | 110.8% | $38.50万 | 加仓 |
| CL | Colgate-Palmolive Co | $74.24万 | 0.07% | 9,308 | 4,849 | 108.7% | $38.67万 | 加仓 |
| GLDM | SPDR Gold MiniShares | $74.99万 | 0.07% | 8,785 | 13 | 0.1% | $1,110 | 重新持有 |
| LLY | ELI LILLY & CO | $75.79万 | 0.07% | 824 | 15 | 1.9% | $1.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $76.85万 | 0.07% | 803 | 10 | 1.3% | $9,570 | 加仓 |
| PNC | PNC Financial Services Group Inc | $78.93万 | 0.08% | 3,784 | 1,892 | 100.0% | $39.46万 | 加仓 |
| IEF | iShares 7-10 Year Treasury Bond ETF | $79.83万 | 0.08% | 8,301 | -468 | -5.3% | -$4.50万 | 重新持有 |
| IEMG | ISHARES INC | $79.94万 | 0.08% | 11,873 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $81.38万 | 0.08% | 14,053 | 0 | 0.0% | — | 不变 |
| IBDR | iShares IBonds Dec. 2026 Corporate Bond ETF | $82.64万 | 0.08% | 34,108 | 0 | 0.0% | — | 不变 |
| IBDS | iShares iBonds Dec 2027 Term Corp ETF | $82.93万 | 0.08% | 34,156 | 0 | 0.0% | — | 不变 |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $83.24万 | 0.08% | 32,700 | 0 | 0.0% | — | 不变 |
| VTEB | Vanguard Tax-Exempt Bond ETF | $86.59万 | 0.08% | 17,218 | -2,818 | -14.1% | -$14.17万 | 重新持有 |
| DUK | DUKE ENERGY CORP NEW | $88.08万 | 0.08% | 7,242 | -30 | -0.4% | -$3,649 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $91.25万 | 0.09% | 4,760 | -10 | -0.2% | -$1,917 | 减仓 |
| MCD | McDonald's Corp | $93.05万 | 0.09% | 3,026 | 1,358 | 81.4% | $41.76万 | 加仓 |
| EFG | iShares MSCI EAFE Growth ETF | $93.09万 | 0.09% | 8,171 | 888 | 12.2% | $10.12万 | 重新持有 |
| VB | Vanguard Small-Cap ETF | $93.52万 | 0.09% | 3,624 | 1,846 | 103.8% | $47.64万 | 加仓 |
| CSCO | CISCO SYS INC | $93.90万 | 0.09% | 12,146 | 146 | 1.2% | $1.13万 | 加仓 |