Horizons Wealth Management
- SEC CIK
- 0001943228
- 最新申報
- 2026/10/5
2026 年第 3 季持倉
持倉截至 2026/9/30，2026/10/5 申報。只含多頭部位。
- 持股檔數
- 162
- 2026 年第 2 季沒有申報
- 總值
- $1.58 億
- 2026 年第 2 季沒有申報
Horizons Wealth Management 沒有申報 2026 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 49,911 | $1,756 萬 | 11.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 214,408 | $1,514 萬 | 9.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 156,941 | $1,231 萬 | 7.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,982 | $1,137 萬 | 7.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 121,841 | $1,092 萬 | 6.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 93,541 | $656.2 萬 | 4.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 59,100 | $614.9 萬 | 3.9% | – | – | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 89,945 | $572.2 萬 | 3.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 118,816 | $556.9 萬 | 3.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 232,358 | $422.9 萬 | 2.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 208,883 | $420.4 萬 | 2.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 204,575 | $399.8 萬 | 2.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 237,166 | $382.8 萬 | 2.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 230,415 | $363.4 萬 | 2.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 169,753 | $331.4 萬 | 2.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 130,191 | $287.8 萬 | 1.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,112 | $260.9 萬 | 1.6% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 37,020 | $232.2 萬 | 1.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 98,342 | $224.5 萬 | 1.4% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 49,917 | $204.2 萬 | 1.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 102,498 | $200.7 萬 | 1.3% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 35,339 | $173.9 萬 | 1.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,888 | $131.3 萬 | 0.8% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 51,497 | $129.4 萬 | 0.8% | – | – | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 56,063 | $122.8 萬 | 0.8% | – | – | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 50,986 | $113.8 萬 | 0.7% | – | – | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 44,441 | $101.7 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,220 | $93.4 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 2,735 | $91.1 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,495 | $88.4 萬 | 0.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 17,103 | $81.0 萬 | 0.5% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 18,189 | $77.3 萬 | 0.5% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 11,813 | $74.3 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,519 | $73.2 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J452 | INVSCO 28 HYCORP | 32,558 | $69.7 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,998 | $68.7 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,170 | $66.0 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,623 | $60.7 萬 | 0.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 844 | $59.2 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 765 | $56.6 萬 | 0.4% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 26,000 | $54.3 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 22,863 | $53.6 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 23,279 | $51.8 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 22,298 | $50.8 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 20,644 | $48.0 萬 | 0.3% | – | – | – |
| PRIMPrimoris Services Corp | Stock | 6,343 | $47.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,943 | $47.1 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 338 | $39.1 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 747 | $37.2 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,928 | $36.7 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J411 | BULLETSHS 31 MUN | 17,625 | $35.1 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,373 | $34.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,826 | $31.1 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 15,236 | $30.5 萬 | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 812 | $28.9 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,410 | $27.4 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 10,438 | $25.2 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 10,295 | $25.0 萬 | 0.2% | – | – | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 11,616 | $24.7 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,000 | $22.8 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 444 | $22.8 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 249 | $20.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,888 | $20.1 萬 | 0.1% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 4,220 | $19.3 萬 | 0.1% | – | – | – |
| ANETArista Networks, Inc. | Stock | 800 | $16.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 496 | $13.8 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 622 | $13.7 萬 | 0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 2,767 | $13.7 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 2,496 | $13.6 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 380 | $12.9 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 850 | $12.5 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 164 | $10.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,323 | $10.7 萬 | 0.1% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,067 | $10.6 萬 | 0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 2,998 | $10.6 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 1,233 | $8.83 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 1,014 | $8.41 萬 | 0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 1,039 | $8.11 萬 | 0.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 239 | $7.77 萬 | <0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 616 | $7.74 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 1,297 | $7.67 萬 | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 407 | $7.50 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J395 | BULETSHS 2029 HG | 3,592 | $7.42 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 170 | $7.07 萬 | <0.1% | – | – | – |
| DEDeere & Co | Stock | 105 | $7.05 萬 | <0.1% | – | – | 歷史 |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 900 | $6.98 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 648 | $6.77 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 204 | $5.96 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 426 | $5.87 萬 | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 205 | $5.83 萬 | <0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 360 | $5.47 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 832 | $5.37 萬 | <0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 100 | $5.22 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 247 | $5.12 萬 | <0.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 116 | $5.01 萬 | <0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 211 | $4.92 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 279 | $4.48 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46139W833 | BULLETSHS 32 MUN | 1,858 | $4.39 萬 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 270 | $4.33 萬 | <0.1% | – | – | – |
| NNNNNN REIT, Inc. | REIT | 975 | $4.01 萬 | <0.1% | – | – | 歷史 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。