Lighthouse Wealth Management Inc.
CIK 2042810 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $161.0M
- 持仓
- 47
- 截至
- 2026年6月30日
按 13F 价值排名第 7162（共 9443） · 前 75.8%
投资组合价值同比（季度）：+9.4% 13F不披露现金
- 前十大持仓权重
- 72.24%
- 前二十五大持仓权重
- 92.27%
- 持仓高于 1%
- 18
- 有效持仓数量
- 16.3
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 3.79% 估计买入 $6004403 · 卖出 $5838906
- 新仓位
- 6
- 增加
- 16
- 减少
- 20
- 已结清
- 2
本页内容
行业细分
Technology
2.6%
Healthcare
2.4%
Retail
1.1%
Industrials
0.4%
Communication Services
0.2%
其他/未映射
93.4%
完整投资组合 47 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $18401229 | 11.43% | 24988 | $3506411 | 下跌 ×1 | ||
| HEFA | $16000938 | 9.94% | 340990 | $1359089 | 下跌 ×1 | ||
| SCHD | $14955745 | 9.29% | 471641 | $982670 | 上涨 ×1 | ||
| SCHK | $13631658 | 8.46% | 378027 | $1360904 | 下跌 ×1 | ||
| IUS Invesco RAFI Strategic US ETF | $11277414 | 7.00% | 171964 | $1167232 | 下跌 ×1 | ||
| COWZ | $10462770 | 6.50% | 168212 | $-63795 | 下跌 ×1 | ||
| SCHV | $8986851 | 5.58% | 258169 | $1357731 | 上涨 ×1 | ||
| GCOW | $8251916 | 5.12% | 190575 | $-221061 | 上涨 ×1 | ||
| AKRE | $7403809 | 4.60% | 139196 | $-1050288 | 下跌 ×1 | ||
| XMHQ | $6964216 | 4.32% | 61696 | $847679 | 上涨 ×1 | ||
| SCHA | $5316887 | 3.30% | 147160 | $1039056 | 上涨 ×1 | ||
| HSCZ | $5090369 | 3.16% | 118436 | $509979 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $2559934 | 1.59% | 10173 | $347408 | |||
| COWG Pacer US Large Cap Cash Cows Growth Leaders ETF | $2379344 | 1.48% | 59267 | $-2420 | 下跌 ×1 | ||
| TDVG | $2110412 | 1.31% | 43043 | $425136 | 上涨 ×1 | ||
| FEGE First Eagle Global Equity ETF | $2015615 | 1.25% | 41202 | $-146208 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1916208 | 1.19% | 9577 | $205847 | 下跌 ×1 | ||
| FDL | $1908883 | 1.19% | 39229 | $-11154 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $1546628 | 0.96% | 5345 | $186499 | 下跌 ×1 | ||
| BUFR | $1480853 | 0.92% | 40538 | $144979 | 上涨 ×1 | ||
| DBMF | $1293151 | 0.80% | 42246 | $614054 | 上涨 ×1 | ||
| SCHF | $1240406 | 0.77% | 44780 | $213825 | 上涨 ×1 | ||
| ABT Abbott Laboratories Common Stock | $1230888 | 0.76% | 13565 | $-167888 | 下跌 ×1 | ||
| IDHQ | $1087243 | 0.68% | 24874 | 上涨 ×1 | |||
| BIV | $1086854 | 0.67% | 14170 | $-80521 | 下跌 ×1 | ||
| FVD | $1080000 | 0.67% | 22416 | $20435 | 下跌 ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $936177 | 0.58% | 3090 | 上涨 ×1 | |||
| VDC | $912758 | 0.57% | 4048 | $18466 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $825892 | 0.51% | 7292 | $-85950 | 下跌 ×1 | ||
| BSV | $824414 | 0.51% | 10582 | $45081 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $778688 | 0.48% | 2088 | $-40993 | 下跌 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $674824 | 0.42% | 8325 | $106393 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $668532 | 0.42% | 15497 | $-142775 | 下跌 ×1 | ||
| XLE XLE | $661870 | 0.41% | 12462 | $-20493 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $600378 | 0.37% | 2519 | $22012 | 下跌 ×1 | ||
| HYLS First Trust Tactical High Yield ETF | $580146 | 0.36% | 14272 | $-43708 | 下跌 ×1 | ||
| BUFQ | $528653 | 0.33% | 13462 | 上涨 ×1 | |||
| TCHP | $501451 | 0.31% | 10011 | $-1402486 | 下跌 ×1 | ||
| SCHX | $417965 | 0.26% | 14202 | $53826 | |||
| FIXD First Trust Smith Opportunistic Fixed Income ETF | $382551 | 0.24% | 8772 | $5364 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $381804 | 0.24% | 896 | $61332 | |||
| BRKB | $365785 | 0.23% | 731 | $5906 | 下跌 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $331867 | 0.21% | 4648 | $-115038 | |||
| HD Home Depot, Inc. (The) Common Stock | $269340 | 0.17% | 764 | $18972 | 上涨 ×1 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $262972 | 0.16% | 785 | 上涨 ×1 | |||
| XLK XLK | $257583 | 0.16% | 1352 | 上涨 ×1 | |||
| JPIE | $204370 | 0.13% | 4438 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| GBTC | 2026年6月30日 | 4271 | $225338 | 不再跟踪 |
| JPST | 2026年6月30日 | 4052 | $205070 | 不再跟踪 |