Horizons Wealth Management 13F 持仓 · 2026年Q3

Horizons Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 1.60 亿美元。前几大持仓：VV（10.95%）、VEA（9.44%）、VO（7.68%）。本季前 25 大持仓中：增持 16 只、减持 9 只。

排名	代码	公司	市值	占组合	股数	变动
1	VV	VANGUARD MORNINGSTAR LARGE-CAP ETF	$17.6M	10.95%	49,911	减持
2	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$15.1M	9.44%	214,408	增持
3	VO	VANGUARD MORNINGSTAR MID-CAP ETF	$12.3M	7.68%	156,941	增持
4	VB	VANGUARD MORNINGSTAR SMALL-CAP ETF	$11.4M	7.09%	39,982	减持
5	VNQ	VANGUARD REAL ESTATE ETF	$10.9M	6.81%	121,841	增持
6	BND	VANGUARD TOTAL BOND MARKET ETF	$6.6M	4.09%	93,541	增持
7	TIP	ISHARES TIPS BOND ETF	$6.1M	3.83%	59,100	增持
8	CMDY	ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF	$5.7M	3.57%	89,945	减持
9	BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	$5.6M	3.47%	118,816	增持
10	BSCT	INVESCO BULLETSHARES 2029 CORPORATE BOND ETF	$4.2M	2.64%	232,358	增持
11	BSCS	INVESCO BULLETSHARES 2028 CORPORATE BOND ETF	$4.2M	2.62%	208,883	增持
12	BSCR	INVESCO BULLETSHARES 2027 CORPORATE BOND ETF	$4.0M	2.49%	204,575	增持
13	BSCU	INVESCO BULLETSHARES 2030 CORPORATE BOND ETF	$3.8M	2.39%	237,166	增持
14	BSCV	INVESCO BULLETSHARES 2031 CORPORATE BOND ETF	$3.6M	2.27%	230,415	增持
15	BSCQ	INVESCO BULLETSHARES 2026 CORPORATE BOND ETF	$3.3M	2.07%	169,753	减持
16	BSJR	INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF	$2.9M	1.79%	130,191	增持
17	EFA	ISHARES MSCI EAFE ETF	$2.6M	1.63%	25,112	增持
18	BLV	VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND	$2.3M	1.45%	37,020	增持
19	BSJQ	INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF	$2.2M	1.40%	98,342	减持
20	XLRE	STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF	$2.0M	1.27%	49,917	减持
21	BSCW	INVESCO BULLETSHARES 2032 CORPORATE BOND ETF	$2.0M	1.25%	102,498	增持
22	IAGG	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	$1.7M	1.08%	35,339	增持
23	AAPL	APPLE INC COM	$1.7M	1.05%	5,035	减持
24	GOOGL	ALPHABET INC CAP STK CL A	$1.3M	0.84%	3,898	减持
25	AGG	ISHARES CORE U.S. AGGREGATE BOND ETF	$1.3M	0.82%	13,888	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30

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