申报总市值
US$10.5亿
申报季度: 2026-03-31 · 持股只数: 257
HORAN Wealth, LLC在最新一期 13F 报告中披露了 257 项持股，申报期为 2026-03-31，总持股市值约为 US$10.5亿，季度换手率为 50.3%。
加仓 IVV
+100.0% US$1.3亿
加仓 IJH
+100.4% US$4975.0万
减仓 AAPL
-0.2% -US$146.7万
减仓 AVDE
+2.7% US$132.5万
减仓 AVGO
-1.0% -US$180.6万
减仓 GOOGL
-1.2% -US$147.6万
仅显示前 196 大持股（共 257 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 |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 25.52% | +4.86% | +99.99% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 9.33% | +1.89% | +100.37% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | +0.04% | +102.21% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.20% | +0.62% | +100.00% | |
| 5 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.57% | +0.48% | +98.41% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.51% | +0.42% | +102.52% | |
| 7 | AAPL | Apple INC | 股票-科技 | 2.51% | -1.77% | -0.16% | |
| 8 | AVDE | Avantis International Equity | ETF-其他 | 2.33% | -1.23% | +2.73% | |
| 9 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.84% | — | -1.01% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.78% | +0.40% | +101.97% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.76% | +0.26% | +96.34% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | -1.16% | -1.25% | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 1.48% | -1.19% | -0.98% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 1.34% | +1.34% | NEW | |
| 15 | WMB | Williams Cos INC | 股票-能源 | 1.33% | +0.44% | +100.86% | |
| 16 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.26% | -0.45% | +19.79% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.10% | +0.33% | +102.79% | |
| 18 | TJX | Tjx Companies INC | 股票-周期性消费 | 1.07% | +0.23% | +99.50% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.01% | — | -0.13% | |
| 20 | QCOM | Qualcomm INC | 股票-科技 | 0.95% | -0.03% | +101.99% | |
| 21 | WMT | Walmart INC | 股票-非周期性消费 | 0.94% | +0.04% | +55.74% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | — | +3.35% | |
| 23 | CFG | Citizens Financial Group | 股票-金融 | 0.92% | +0.20% | +101.79% | |
| 24 | NOC | Northrop Grumman CORP | 股票-工业 | 0.91% | +0.30% | +103.60% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | +0.16% | +104.72% | |
| 26 | PANW | Palo Alto Networks INC | 股票-科技 | 0.79% | +0.08% | +103.89% | |
| 27 | ITW | Illinois Tool Works | 股票-工业 | 0.74% | +0.19% | +106.64% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.74% | +0.14% | +100.00% | |
| 29 | SHEL | Shell Plc-adr | 股票-能源 | 0.72% | +0.27% | +107.08% | |
| 30 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.68% | +0.06% | +102.49% | |
| 31 | TT | Trane Technologies plc | 股票-工业 | 0.67% | — | +0.36% | |
| 32 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.66% | +0.06% | +107.82% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | +0.13% | +100.02% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.66% | -0.16% | +29.92% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +0.10% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.60% | +0.12% | +98.17% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | — | -0.91% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | — | — | |
| 39 | GE | General Electric | 股票-工业 | 0.57% | +0.11% | +100.92% | |
| 40 | ABBV | Abbvie INC | 股票-医疗保健 | 0.52% | — | +1.68% | |
| 41 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.52% | — | +1.88% | |
| 42 | AMGN | Amgen INC | 股票-医疗保健 | 0.50% | — | +0.79% | |
| 43 | NEE | Nextera Energy INC | 股票-公用事业 | 0.45% | — | +2.54% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.42% | — | +5.66% | |
| 45 | VZ | Verizon Communications INC | 股票-通信服务 | 0.41% | — | +0.84% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.39% | +0.08% | +100.00% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.38% | — | +3.90% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.37% | +0.06% | +100.00% | |
| 49 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 0.37% | +0.37% | NEW | |
| 50 | USB | US Bancorp | 股票-金融 | 0.37% | +0.07% | +100.54% |
Q3 2026表现
+2.9%
近4个季度表现
+17.9%
基于可获取价格的持仓（占申报价值的54%）计算
HORAN Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Emerging Markets Eq (AVEM); 新建仓: Sprouts Farmers Market INC (SFM); 清仓: Amcor plc (AMCR); 新建仓: Ishares Msci Eafe Value ETF (EFV); 新建仓: Vanguard Value ETF (VTV).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +4.9% | +99.99% | 加仓 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.9% | +100.37% | 加仓 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.6% | +100.00% | 加仓 |
| 4 | PG | Procter & Gamble Co/the | +0.5% | +98.41% | 加仓 |
| 5 | WMB | Williams Cos INC | +0.4% | +100.86% | 加仓 |
| 6 | SCHB | Schwab US Broad Market ETF | +0.4% | +102.52% | 加仓 |
| 7 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.4% | +101.97% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.3% | +102.79% | 加仓 |
| 9 | NOC | Northrop Grumman CORP | +0.3% | +103.60% | 加仓 |
| 10 | AMCR | Amcor plc | +0.3% | +292.32% | 加仓 |
| 11 | SHEL | Shell Plc-adr | +0.3% | +107.08% | 加仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.3% | +96.34% | 加仓 |
| 13 | TJX | Tjx Companies INC | +0.2% | +99.50% | 加仓 |
| 14 | CFG | Citizens Financial Group | +0.2% | +101.79% | 加仓 |
| 15 | ITW | Illinois Tool Works | +0.2% | +106.64% | 加仓 |
| 16 | HD | Home Depot INC | +0.2% | +104.72% | 加仓 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +100.00% | 加仓 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +100.02% | 加仓 |
| 19 | SCHF | Schwab Intl Equity ETF | +0.1% | +98.17% | 加仓 |
| 20 | GE | General Electric | +0.1% | +100.92% | 加仓 |
| 21 | CVX | Chevron CORP | +0.1% | +101.59% | 加仓 |
| 22 | PANW | Palo Alto Networks INC | +0.1% | +103.89% | 加仓 |
| 23 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +100.00% | 加仓 |
| 24 | USB | US Bancorp | +0.1% | +100.54% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific INC | +0.1% | +107.82% | 加仓 |
| 26 | GPC | Genuine Parts Co | +0.1% | +102.49% | 加仓 |
| 27 | VUG | Vanguard Growth ETF | +0.1% | +100.00% | 加仓 |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +100.00% | 加仓 |
| 29 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +100.00% | 加仓 |
| 30 | IAU | Ishares Gold Trust | +0.1% | +94.27% | 加仓 |
| 31 | CAT | Caterpillar INC | +0.1% | +100.00% | 加仓 |
| 32 | CTAS | Cintas CORP | +0.1% | +99.88% | 加仓 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +100.00% | 加仓 |
| 34 | LMT | Lockheed Martin CORP | +0.1% | +100.00% | 加仓 |
| 35 | MSFT | Microsoft CORP | 0% | +102.21% | 加仓 |
| 36 | WMT | Walmart INC | 0% | +55.74% | 加仓 |
| 37 | NSC | Norfolk Southern CORP | 0% | +100.00% | 加仓 |
| 38 | QCOM | Qualcomm INC | 0% | +101.99% | 加仓 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +29.92% | 加仓 |
| 40 | USTB | Victoryshares Short-term Bon | -0.5% | +19.79% | 加仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -1.2% | -1.25% | 减仓 |
| 42 | AVGO | Broadcom INC | -1.2% | -0.98% | 减仓 |
| 43 | AVDE | Avantis International Equity | -1.2% | +2.73% | 加仓 |
| 44 | AAPL | Apple INC | -1.8% | -0.16% | 减仓 |
| 45 | AVEM | Avantis Emerging Markets Eq | — | NEW | 新建仓 |
| 46 | SFM | Sprouts Farmers Market INC | — | NEW | 新建仓 |
| 47 | AMCR | Amcor plc | — | EXIT | 清仓 |
| 48 | EFV | Ishares Msci Eafe Value ETF | — | NEW | 新建仓 |
| 49 | VTV | Vanguard Value ETF | — | NEW | 新建仓 |
| 50 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新建仓 |
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