Horizon Wealth Management, LLC 13F 持仓 · 2026年Q2
Horizon Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 7.85 亿美元。前几大持仓：BYLD（7.25%）、XLK（6.09%）、ACWI（5.47%）。本季前 25 大持仓中：新建仓 5 只、增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BYLD | ISHARES TR | $56.9M | 7.25% | 2.5M | 增持 |
| 2 | XLK | SELECT SECTOR SPDR TR | $47.8M | 6.09% | 250,751 | 减持 |
| 3 | ACWI | ISHARES TR | $42.9M | 5.47% | 273,345 | 新建仓 |
| 4 | XLI | SELECT SECTOR SPDR TR | $42.6M | 5.43% | 230,058 | 增持 |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $35.4M | 4.51% | 116,737 | 减持 |
| 6 | QQQ | INVESCO QQQ TR | $33.9M | 4.32% | 46,062 | 减持 |
| 7 | VTI | VANGUARD INDEX FDS | $31.7M | 4.04% | 85,605 | 减持 |
| 8 | XLF | SELECT SECTOR SPDR TR | $30.2M | 3.85% | 562,980 | 新建仓 |
| 9 | IWM | ISHARES TR | $28.5M | 3.64% | 94,986 | 增持 |
| 10 | SPYG | SPDR SERIES TRUST | $27.8M | 3.54% | 233,299 | 减持 |
| 11 | XAGG | MORGAN STANLEY ETF TRUST | $27.6M | 3.52% | 552,439 | 增持 |
| 12 | SOXX | ISHARES TR | $25.7M | 3.27% | 40,036 | 新建仓 |
| 13 | EMEQ | NOMURA ETF TR | $25.3M | 3.23% | 347,689 | 减持 |
| 14 | GLD | SPDR GOLD TR | $24.3M | 3.10% | 65,929 | 增持 |
| 15 | DDWM | WISDOMTREE TR | $20.4M | 2.60% | 442,514 | 减持 |
| 16 | IVE | ISHARES TR | $18.6M | 2.37% | 82,004 | 增持 |
| 17 | XLB | SELECT SECTOR SPDR TR | $17.3M | 2.21% | 340,689 | 新建仓 |
| 18 | WTAI | WISDOMTREE TR | $17.0M | 2.17% | 358,681 | 减持 |
| 19 | XLC | SELECT SECTOR SPDR TR | $16.1M | 2.05% | 150,463 | 增持 |
| 20 | EMHY | ISHARES INC | $14.6M | 1.86% | 359,127 | 增持 |
| 21 | AAPL | APPLE INC | $14.4M | 1.84% | 49,814 | 增持 |
| 22 | IGV | ISHARES TR | $13.7M | 1.75% | 151,353 | 增持 |
| 23 | IBB | ISHARES TR | $11.5M | 1.46% | 60,285 | 增持 |
| 24 | IFRA | ISHARES TR | $10.6M | 1.35% | 167,863 | 新建仓 |
| 25 | PULS | PGIM ETF TR | $10.3M | 1.32% | 208,399 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR