HF

Horizon Family Wealth, Inc.

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.9亿

申报季度: 2026-03-31 · 持股只数: 128

Horizon Family Wealth, Inc.在最新一期 13F 报告中披露了 128 项持股，申报期为 2026-03-31，总持股市值约为 US$1.9亿，季度换手率为 17.0%。

机构性格雪花图

集中度
15.15
持仓稳定性
17.04
动能／逆势
100
行业集中度
58.99
多样化
100
仓位均衡度
84.64

近期动向

  • 减仓 GSLC

    -31.0%　-US$621.5万

  • 加仓 PVAL

    +102.0%　US$440.3万

  • 加仓 BILS

    +19.6%　US$287.6万

  • 减仓 VUG

    -1.3%　-US$186.5万

  • 减仓 IVW

    -1.0%　-US$111.7万

  • 减仓 GSIE

    -6.7%　-US$92.4万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 88 大持股（共 128 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BILSSs Spdrb B 3-12m T-bill ETFETF-其他9.17%+1.46%+19.60%
2VUGVanguard Growth ETFETF-其他7.51%-1.05%-1.26%
3GSIEGoldman Sachs Activebeta IntETF-避险与商品7.23%-0.55%-6.74%
4GSLCGoldman Activebeta US Lc ETFETF-避险与商品6.16%-3.36%-30.98%
5IVWIshares S&p 500 Growth ETFETF-大型股与成长5.86%-0.64%-1.00%
6PVALPutnam Focused Lrg Cap ValueETF-其他4.53%+2.31%+102.05%
7VOVanguard Mid-cap ETFETF-其他4.35%-0.27%-4.03%
8SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长2.77%-0.13%-3.08%
9BRK-BBerkshire Hathaway Inc-cl B股票-其他2.68%—+2.81%
10RZGInvesco S&p Smallcap 600 PurETF-其他2.55%+0.45%+16.84%
11INTFIshares International EquityETF-其他2.29%—-2.15%
12BINVBrandes International ETFETF-其他2.16%+0.09%+2.42%
13DIVGInvesco S&p500 HighdivgrowerETF-其他1.93%+0.06%-2.02%
14PWVInvesco Large Cap Value ETFETF-大型股与成长1.93%+0.08%+0.49%
15VBVanguard Small-cap ETFETF-其他1.76%—+0.43%
16BBINJPM Betabuilders Intl EqtyETF-其他1.73%—+0.58%
17IMCGIshares Morningstar Mid-capETF-其他1.69%+0.53%+48.28%
18JSMLJanus Hender Sm Cap Grw AlphETF-其他1.66%-0.11%-1.11%
19IJKIshares S&p Mid-cap 400 GrowETF-其他1.51%+0.12%+5.65%
20SGOVIshares 0-3 Month Treasury BETF-政府公债1.31%+0.21%+19.61%
21XMHQInvesco S&p Midcap Qual ETFETF-其他1.31%—+0.23%
22SHMSs Spdr N Ice St Muni ETFETF-其他1.29%+0.16%+15.86%
23VFHVanguard Financials ETFETF-其他1.28%-0.15%-0.24%
24RJVIRj Eagle Vertical Income ETFETF-其他1.27%—-2.44%
25NVDANvidia CORP股票-科技1.03%-0.15%-5.48%
26ISTBIshares Core 1-5 Year Usd BoETF-其他0.99%—-1.33%
27AAPLApple INC股票-科技0.94%-0.17%-8.15%
28GOOGLAlphabet Inc-cl A股票-通信服务0.94%—+3.16%
29VOOVanguard S&p 500 ETFETF-大型股与成长0.92%-0.09%-3.62%
30DISWalt Disney Co/the股票-通信服务0.91%-0.14%+3.59%
31SPHQInvesco S&p 500 Quality ETFETF-大型股与成长0.83%+0.31%+59.86%
32FTCFirst Trust Large Cap GrowthETF-大型股与成长0.83%—+0.03%
33XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.76%+0.06%+2.40%
34XLKSs Technology Select SectorETF-科技型0.76%-0.07%-0.12%
35AXPAmerican Express Co股票-金融0.56%+0.14%+63.89%
36DINTDavis Select InternationalETF-其他0.56%+0.18%+57.60%
37AMZNAmazon.com INC股票-周期性消费0.54%-0.08%-2.65%
38CBOECboe Global Markets INC股票-金融0.52%+0.12%+15.35%
39XLVSs Health Care Select SectorETF-其他0.51%—+0.40%
40RJMIRj Eagle Municipal INC ETFETF-其他0.46%—+7.99%
41AVGOBroadcom INC股票-科技0.45%—+2.67%
42GSGoldman Sachs Group INC股票-金融0.45%—-4.23%
43TSMTaiwan Semiconductor-sp Adr股票-科技0.42%-0.11%-29.06%
44IJRIshares Core S&p Small-cap EETF-中小型股0.41%——
45QDFFlexshares Quality DividendETF-其他0.40%—+0.25%
46LRCXLam Research CORP股票-科技0.39%—-28.06%
47VRTVertiv Holdings Co-a股票-工业0.37%+0.08%-17.23%
48KOCoca-cola Co/the股票-非周期性消费0.36%—-14.73%
49KRESs Spdr S&p Regional BankETF-其他0.35%—-1.44%
50MSFTMicrosoft CORP股票-科技0.34%-0.15%-9.43%
1–50 of 88

本季持股变动

Horizon Family Wealth, Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Msci South Korea ETF (EWY); 新建仓: Allegion plc (ALLE); 新建仓: Invesco Bulletshares 2026 Mb (BSMQ); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Mid-cap Growth ETF (VOT).

Horizon Family Wealth, Inc. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1PVALPutnam Focused Lrg Cap Value+2.3%+102.05%加仓
2BILSSs Spdrb B 3-12m T-bill ETF+1.5%+19.60%加仓
3IMCGIshares Morningstar Mid-cap+0.5%+48.28%加仓
4RZGInvesco S&p Smallcap 600 Pur+0.5%+16.84%加仓
5SPHQInvesco S&p 500 Quality ETF+0.3%+59.86%加仓
6SGOVIshares 0-3 Month Treasury B+0.2%+19.61%加仓
7DINTDavis Select International+0.2%+57.60%加仓
8SHMSs Spdr N Ice St Muni ETF+0.2%+15.86%加仓
9UNPUnion Pacific CORP+0.2%+103.05%加仓
10AXPAmerican Express Co+0.1%+63.89%加仓
11INGRIngredion INC+0.1%+62.89%加仓
12CCKCrown Holdings INC+0.1%+121.30%加仓
13IJKIshares S&p Mid-cap 400 Grow+0.1%+5.65%加仓
14CBOECboe Global Markets INC+0.1%+15.35%加仓
15BINVBrandes International ETF+0.1%+2.42%加仓
16PWVInvesco Large Cap Value ETF+0.1%+0.49%加仓
17VRTVertiv Holdings Co-a+0.1%-17.23%减仓
18AEPAmerican Electric Power+0.1%+24.89%加仓
19DIVGInvesco S&p500 Highdivgrower+0.1%-2.02%减仓
20XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+2.40%加仓
21BSXBoston Scientific CORP-0.1%+0.64%加仓
22XLKSs Technology Select Sector-0.1%-0.12%减仓
23AMZNAmazon.com INC-0.1%-2.65%减仓
24CEGConstellation Energy-0.1%-12.37%减仓
25VOOVanguard S&p 500 ETF-0.1%-3.62%减仓
26INTUIntuit INC-0.1%+0.95%加仓
27TSMTaiwan Semiconductor-sp Adr-0.1%-29.06%减仓
28JSMLJanus Hender Sm Cap Grw Alph-0.1%-1.11%减仓
29SPYVSs Spdr P S&p 500 Value ETF-0.1%-3.08%减仓
30DISWalt Disney Co/the-0.1%+3.59%加仓
31MSFTMicrosoft CORP-0.2%-9.43%减仓
32VFHVanguard Financials ETF-0.2%-0.24%减仓
33NVDANvidia CORP-0.2%-5.48%减仓
34AAPLApple INC-0.2%-8.15%减仓
35VOVanguard Mid-cap ETF-0.3%-4.03%减仓
36GSIEGoldman Sachs Activebeta Int-0.6%-6.74%减仓
37IVWIshares S&p 500 Growth ETF-0.6%-1.00%减仓
38VUGVanguard Growth ETF-1.1%-1.26%减仓
39GSLCGoldman Activebeta US Lc ETF-3.4%-30.98%减仓
40EWYIshares Msci South Korea ETF—NEW新建仓
41ALLEAllegion plc—NEW新建仓
42BSMQInvesco Bulletshares 2026 Mb—NEW新建仓
43AZNNAstrazeneca Plc-spons Adr—EXIT清仓
44VOTVanguard Mid-cap Growth ETF—NEW新建仓
45MRVLMarvell Technology INC—NEW新建仓
46SMMUPimco Shrt Trm Muni Bnd ETF—NEW新建仓
47KBWBInvesco Kbw Bank ETF—EXIT清仓
48EOGEog Resources INC—NEW新建仓
49TSLATesla INC—EXIT清仓
50PEPPepsico INC—NEW新建仓

FAQ

Horizon Family Wealth, Inc. 是什么机构？属于哪种投资人类型？
Horizon Family Wealth, Inc. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.9亿，分布在 128 个已申报仓位之中。
Horizon Family Wealth, Inc. 目前前几大持股有哪些？
根据最新 13F 申报，Horizon Family Wealth, Inc. 按市值排列的前几大持股为： 1. Ss Spdrb B 3-12m T-bill ETF (BILS) — US$1735.5万 (9.2%) 2. Vanguard Growth ETF (VUG) — US$1421.4万 (7.5%) 3. Goldman Sachs Activebeta Int (GSIE) — US$1368.1万 (7.2%) 4. Goldman Activebeta US Lc ETF (GSLC) — US$1166.5万 (6.2%) 5. Ishares S&p 500 Growth ETF (IVW) — US$1108.8万 (5.9%)
Horizon Family Wealth, Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Horizon Family Wealth, Inc. 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 21 个既有持股、减仓 18 个仓位，并完全清仓 3 个持股。 其中幅度最大的异动：新建仓: Ishares Msci South Korea ETF (EWY); 新建仓: Allegion plc (ALLE); 新建仓: Invesco Bulletshares 2026 Mb (BSMQ); 清仓: Astrazeneca Plc-spons Adr (AZNN); 新建仓: Vanguard Mid-cap Growth ETF (VOT)
Horizon Family Wealth, Inc. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Horizon Family Wealth, Inc. 的主要板块分布如下： • Financials: 27.9% • Information Technology: 26.9% • Communication Services: 14.7% • Industrials: 12.5% • Consumer Staples: 7.3% • Consumer Discretionary: 4.8%