13FBOX
LIGHTHOUSE FINANCIAL SERVICES INC /ADV · 13F 持仓分析
期权收益计算器 机构排行

LIGHTHOUSE FINANCIAL SERVICES INC /ADV

No.4376 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.76亿
环比变动 Q1 2026
+$3,250.3万+7.3%
持仓股票数
102
新买入
4
加仓
71
减仓
21
清仓
1
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR行业精选信托XLK
14.87%12.88%$7,075.4万38.1万股$5,711.3万38.6万股-4,880股-1.26%减仓
SSPDR行业精选信托XLF
5.88%5.84%$2,796.4万51.0万股$2,589.1万50.0万股+1.0万股+2.09%加仓
V先锋领航债券指数基金BSV
4.9%5.3%$2,330.9万30.0万股$2,348.0万29.9万股+998股+0.33%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
4.87%4.81%$2,316.1万14.5万股$2,132.6万14.3万股+1,884股+1.31%加仓
V先锋领航全球基金VOX
4.51%4.94%$2,147.2万11.4万股$2,190.6万11.3万股+945股+0.84%加仓
S道富XLI
4.49%4.58%$2,135.8万11.6万股$2,031.9万11.7万股-735股-0.63%减仓
SSSGA ACTIVE ETF TRWIP
4.16%4.56%$1,980.1万50.5万股$2,021.6万50.7万股-2,195股-0.43%减仓
SSPDR行业精选信托XLY
3.27%3.42%$1,555.2万13.2万股$1,515.9万13.0万股+1,512股+1.16%加仓
IiShares安硕信托AGG
2.54%2.75%$1,207.5万12.3万股$1,217.8万12.2万股+538股+0.44%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
2.43%2.65%$1,155.5万40.0万股$1,173.5万40.3万股-2,770股-0.69%减仓
I景顺交易所交易基金信托XLG
2.27%2.28%$1,079.6万17.7万股$1,010.1万17.3万股+3,995股+2.31%加仓
苹果AAPL
2.16%2.05%$1,029.3万3.5万股$909.1万3.5万股-159股-0.45%减仓
S道富SPYM
1.93%1.9%$917.0万10.4万股$841.5万10.3万股+1,536股+1.49%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
1.89%2.05%$899.2万30.1万股$907.6万30.2万股-892股-0.30%减仓
V先锋领航全球基金VDC
1.73%1.82%$823.6万3.6万股$804.8万3.6万股+512股+1.42%加仓
SSPDR行业精选信托XLE
1.66%1.9%$789.8万15.0万股$842.3万15.1万股-985股-0.65%减仓
谷歌AGOOGL
1.54%1.52%$734.1万2.0万股$675.7万2.0万股+25股+0.12%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.5%1.13%$715.6万1.7万股$502.5万2.7万股-1.0万股-38.21%减仓
PALO ALTOPANW
1.33%0.65%$634.8万1.8万股$288.8万1.8万股+157股+0.88%加仓
VisaV
1.3%1.08%$619.3万1.8万股$478.3万1.5万股+2,280股+14.84%加仓
思科CSCO
1.19%1.14%$565.1万4.8万股$503.6万6.1万股-1.3万股-20.78%减仓
NETFLIXNFLX
1.18%1.39%$563.6万7.6万股$614.2万5.8万股+1.8万股+31.45%加仓
博通AVGO
1.16%1.31%$554.0万1.5万股$578.8万1.5万股-200股-1.32%减仓
V先锋领航全球基金VAW
1.13%1.25%$535.8万2.3万股$553.0万2.3万股+66股+0.28%加仓
微软MSFT
1.09%1.19%$519.5万1.4万股$528.0万1.3万股+89股+0.66%加仓
SSPDR行业精选信托XLU
1.05%1.15%$499.4万11.2万股$510.3万11.0万股+1,752股+1.60%加仓
亚马逊AMZN
1.04%1.17%$496.9万2.1万股$519.0万2.1万股-286股-1.37%减仓
摩根士丹利MS
1%0.94%$473.9万2.2万股$414.7万2.3万股-251股-1.11%减仓
泛林集团LRCX
0.89%0.82%$421.3万1.1万股$361.8万1.3万股-2,513股-18.92%减仓
优步UBER
0.83%0.9%$396.4万5.5万股$397.3万5.4万股+64股+0.12%加仓
BBANK OF AMERBAC
0.79%0.77%$377.1万6.5万股$343.4万6.4万股+248股+0.39%加仓
礼来LLY
0.79%0.64%$376.0万3,155股$282.8万3,065股+90股+2.94%加仓
雷神技术RTX
0.79%0.89%$374.5万2.0万股$393.8万1.9万股+111股+0.57%加仓
贝莱德·INC COMBLK
0.7%0.73%$333.5万3,401股$323.9万3,071股+330股+10.75%加仓
N纳斯达克NDAQ
0.69%0.6%$328.0万4.0万股$267.1万3.1万股+8,838股+28.69%加仓
TRAVELERS COSTRV
0.66%0.63%$313.9万9,382股$278.3万9,289股+93股+1.00%加仓
百事可乐PEP
0.64%0.72%$302.7万2.1万股$321.2万2.1万股+817股+3.96%加仓
英伟达NVDA
0.63%0.66%$299.4万1.5万股$293.1万1.5万股+240股+1.61%加仓
宝洁PG
0.63%0.65%$298.3万2.0万股$288.5万2.0万股+252股+1.26%加仓
Meta平台META
0.59%0.68%$280.7万4,580股$299.3万4,518股+62股+1.37%加仓
雪佛龙CVX
0.56%0.67%$267.3万1.6万股$297.8万1.6万股+211股+1.33%加仓
Elevance健康ELV
0.52%0.42%$249.4万5,992股$187.4万5,981股+11股+0.18%加仓
艾伯维ABBV
0.5%0.45%$239.1万9,523股$199.2万9,473股+50股+0.53%加仓
家得宝HD
0.49%0.51%$235.1万6,700股$227.2万6,628股+72股+1.09%加仓
EOG资源EOG
0.46%0.52%$221.0万1.7万股$229.5万1.7万股+5股+0.03%加仓
UNITED RENTALSURI
0.46%0.31%$220.3万1,981股$139.5万1,809股+172股+9.51%加仓
美光科技MU
0.45%0.22%$214.5万2,078股$96.9万2,081股-3股-0.14%减仓
Arista网络ANET
0.44%0.44%$210.3万1.3万股$194.6万1.3万股+17股+0.13%加仓
卡特彼勒CAT
0.44%0.5%$208.2万2,100股$221.5万2,789股-689股-24.70%减仓
NUVEEN S&P 500 DYNAMIC OVERWSPXX
0.43%0.43%$202.3万10.8万股$189.6万10.9万股-694股-0.64%减仓

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