WL
White Lighthouse Investment Management Inc.
分散型投资策略趋势追踪型长期持有型
申报总市值
US$7.2亿
申报季度: 2026-03-31 · 持股只数: 145
White Lighthouse Investment Management Inc.在最新一期 13F 报告中披露了 145 项持股，申报期为 2026-03-31，总持股市值约为 US$7.2亿，季度换手率为 11.1%。
机构性格雪花图
- 集中度
- 20.29
- 持仓稳定性
- 11.12
- 动能／逆势
- 100
- 行业集中度
- 48.26
- 多样化
- 100
- 仓位均衡度
- 74.7
近期动向
加仓 SCHD
+264.9% US$1586.0万
减仓 VYM
-18.8% -US$1099.5万
减仓 VUG
+3.3% -US$885.6万
加仓 SHV
+10.0% US$531.1万
加仓 VXUS
+8.5% US$486.0万
减仓 VCLT
-61.7% -US$267.9万
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
| # | 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 | VUG | Vanguard Growth ETF | ETF-其他 | 15.03% | -1.33% | +3.25% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 7.96% | +0.70% | +9.97% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.87% | -1.58% | -18.83% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 6.89% | +0.64% | +8.45% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 4.22% | +0.15% | +4.85% | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 3.92% | +0.08% | +3.26% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.57% | +0.07% | -0.10% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.13% | -0.30% | -0.91% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.91% | +2.19% | +264.87% | |
| 10 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.37% | +0.03% | -6.34% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.23% | +0.01% | -1.00% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.21% | -0.13% | -4.09% | |
| 13 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 2.03% | — | +8.31% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.56% | -0.05% | -0.49% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.56% | -0.07% | +0.95% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.48% | +0.09% | +0.30% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.33% | -0.17% | -0.75% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.31% | — | +2.44% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.18% | +0.27% | +28.72% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.11% | +0.05% | +2.75% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.99% | — | -1.75% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.98% | +0.09% | +9.52% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.93% | -0.05% | +1.05% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | — | +4.90% | |
| 25 | AAPL | Apple INC | 股票-科技 | 0.78% | -0.11% | -6.11% | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-其他 | 0.78% | — | +0.81% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.73% | — | -0.64% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.73% | -0.03% | +2.94% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.71% | — | +4.15% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 0.64% | +0.03% | +6.70% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.61% | — | +2.84% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.55% | — | -0.28% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.53% | — | -0.86% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.51% | +0.03% | +0.27% | |
| 35 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.49% | +0.31% | +199.01% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.48% | — | +1.58% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.47% | — | +4.04% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.46% | -0.13% | +0.90% | |
| 39 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.42% | +0.03% | -49.91% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.41% | — | -2.96% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.39% | — | +5.47% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.38% | -0.06% | -4.88% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | — | +4.07% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.37% | — | -3.71% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.36% | — | +3.73% | |
| 46 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.34% | — | +0.29% | |
| 47 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.31% | -0.07% | -8.60% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.08% | -17.13% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.28% | — | +0.28% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.27% | — | -1.25% |
1–50 of 145
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 145 | US$7.2亿 | 11 | |
| 2025-12-31 | 150 | US$7.2亿 | 10 | |
| 2025-09-30 | 139 | US$6.6亿 | 17 | |
| 2025-06-30 | 138 | US$6.1亿 | 0 | |
| 2025-03-31 | 133 | US$5.6亿 | 100 | |
| 2024-12-31 | 133 | US$5.7亿 | 0 | |
| 2024-09-30 | 131 | US$5.6亿 | 0 | |
| 2024-06-30 | 121 | US$5.2亿 | 0 | |
| 2024-03-31 | 120 | US$4.9亿 | 0 | |
| 2023-12-31 | 121 | US$4.6亿 | 0 | |
| 2023-09-30 | 118 | US$4.1亿 | 0 | |
| 2023-06-30 | 115 | US$4.2亿 | 0 | |
| 2023-03-31 | 113 | US$4.0亿 | 0 | |
| 2022-12-31 | 114 | US$3.7亿 | 0 | |
| 2022-09-30 | 105 | US$3.4亿 | 0 | |
| 2022-06-30 | 108 | US$3.5亿 | 0 | |
| 2022-03-31 | 115 | US$3.9亿 | 0 | |
| 2021-12-31 | 114 | US$4.0亿 | 0 | |
| 2021-09-30 | 115 | US$3.7亿 | 0 | |
| 2021-06-30 | 121 | US$3.6亿 | 94 | |
| 2021-03-31 | 116 | US$3.3亿 | 10 | |
| 2020-12-31 | 113 | US$3.1亿 | 13 | |
| 2020-09-30 | 112 | US$2.9亿 | 10 | |
| 2020-06-30 | 110 | US$2.7亿 | 21 | |
| 2020-03-31 | 108 | US$2.4亿 | 24 | |
| 2019-12-31 | 131 | US$2.7亿 | 13 | |
| 2019-09-30 | 130 | US$2.5亿 | 7 | |
| 2019-06-30 | 126 | US$2.4亿 | 14 | |
| 2019-03-31 | 123 | US$2.2亿 | 23 | |
| 2018-12-31 | 109 | US$1.8亿 | 18 | |
| 2018-09-30 | 116 | US$2.0亿 | 12 | |
| 2018-06-30 | 118 | US$1.8亿 | 13 | |
| 2018-03-31 | 117 | US$1.7亿 | 9 | |
| 2017-12-31 | 119 | US$1.7亿 | 0 |
本季持股变动
White Lighthouse Investment Management Inc. 在 2026-03-31 最显著的持仓异动： 新建仓: Eli Lilly & Co (LLY); 清仓: Pimco Multisector Bond Actv (PYLD); 清仓: Taiwan Semiconductor-sp Adr (TSM); 清仓: Ishares Esg Optimized Msci U (SUSA); 新建仓: Ishares Russell 2000 ETF (IWM).
FAQ
White Lighthouse Investment Management Inc. 是什么机构？属于哪种投资人类型？
White Lighthouse Investment Management 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$7.2亿，分布在 145 个已申报仓位之中。
White Lighthouse Investment Management Inc. 目前前几大持股有哪些？
根据最新 13F 申报，White Lighthouse Investment Management Inc. 按市值排列的前几大持股为：
1. Vanguard Growth ETF (VUG) — US$1.1亿 (15.0%)
2. Ishares 0-1 Year Treasury Bo (SHV) — US$5734.8万 (8.0%)
3. Vanguard High Dvd Yield ETF (VYM) — US$5672.3万 (7.9%)
4. Vanguard Total Intl Stock (VXUS) — US$4963.3万 (6.9%)
5. Vanguard S/t CORP Bond ETF (VCSH) — US$3041.3万 (4.2%)
White Lighthouse Investment Management Inc. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，White Lighthouse Investment Management Inc. 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 20 个既有持股、减仓 18 个仓位，并完全清仓 8 个持股。 其中幅度最大的异动：新建仓: Eli Lilly & Co (LLY); 清仓: Pimco Multisector Bond Actv (PYLD); 清仓: Taiwan Semiconductor-sp Adr (TSM); 清仓: Ishares Esg Optimized Msci U (SUSA); 新建仓: Ishares Russell 2000 ETF (IWM)
White Lighthouse Investment Management 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，White Lighthouse Investment Management Inc. 的主要板块分布如下：
• Information Technology: 28.1%
• Communication Services: 15.1%
• Consumer Staples: 14.6%
• Health Care: 13.9%
• Financials: 8.3%
• Consumer Discretionary: 8.0%