LF

Lighthouse Financial LLC

分散型投资策略趋势追踪型行业集中型

申报总市值

US$1.7亿

申报季度: 2026-03-31 · 持股只数: 76

Lighthouse Financial LLC在最新一期 13F 报告中披露了 76 项持股，申报期为 2026-03-31，总持股市值约为 US$1.7亿，季度换手率为 20.7%。

浏览其他1 亿至 10 亿美元机构浏览其他以“L”开头的机构

机构性格雪花图

集中度
20.29
持仓稳定性
20.74
动能／逆势
100
行业集中度
88.43
多样化
100
仓位均衡度
83.29

近期动向

  • 加仓 LQD

    +79.7%　US$737.5万

  • 减仓 JEPQ

    -56.6%　-US$532.4万

  • 减仓 NVDA

    +7.2%　US$10.4万

  • 减仓 IVV

    -0.4%　-US$51.9万

  • 加仓 AVGO

    +152.9%　US$135.1万

  • 加仓 VRT

    -4.1%　US$132.4万

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

仅显示前 74 大持股（共 76 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
1NVDANvidia CORP股票-科技11.16%-0.87%+7.20%
2LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债10.17%+3.97%+79.66%
3VCSHVanguard S/t CORP Bond ETFETF-投资级公司债9.31%+0.16%+10.81%
4QQQInvesco Qqq Trust Series 1ETF-科技型6.06%-0.59%+5.08%
5IVVIshares Core S&p 500 ETFETF-大型股与成长5.97%-0.84%-0.37%
6VCLTVanguard Long-term CORP BondETF-投资级公司债4.92%-0.49%+0.01%
7TCAFT Rowe Prc Cap AppreciationETF-其他3.77%+0.37%+29.20%
8AMZNAmazon.com INC股票-周期性消费3.34%—+10.80%
9LLYEli Lilly & Co股票-医疗保健2.85%-0.39%+11.43%
10IVEIshares S&p 500 Value ETFETF-大型股与成长2.83%-0.58%-9.56%
11VRTVertiv Holdings Co-a股票-工业2.45%+0.66%-4.08%
12IYHIshares U.s. Healthcare ETFETF-其他2.35%-0.15%+7.40%
13AAPLApple INC股票-科技2.32%+0.38%+38.61%
14JEPQJPM Nasdaq Equity PremiumETF-科技型2.27%-3.67%-56.58%
15MSFTMicrosoft CORP股票-科技2.27%+0.05%+44.87%
16GOOGAlphabet Inc-cl C股票-通信服务2.14%+0.43%+44.73%
17TSMTaiwan Semiconductor-sp Adr股票-科技2.10%+0.56%+32.54%
18VRTXVertex Pharmaceuticals INC股票-医疗保健1.69%+0.58%+68.28%
19IVWIshares S&p 500 Growth ETFETF-大型股与成长1.60%—+10.89%
20AVGOBroadcom INC股票-科技1.46%+0.76%+152.86%
21EFAIshares Msci Eafe ETFETF-其他1.29%-0.21%-7.46%
22GEGeneral Electric股票-工业1.27%-0.39%-9.89%
23GEVGE Vernova INC股票-工业1.01%+0.20%+0.16%
24CRWVCoreweave Inc-cl A股票-科技0.84%+0.29%+52.68%
25IWOIshares Russell 2000 GrowthETF-中小型股0.82%-0.12%-2.24%
26IBBIshares Biotechnology ETFETF-科技型0.80%+0.47%+161.13%
27JOBYJoby Aviation, Inc.股票-工业0.73%—+54.24%
28METAMeta Platforms Inc-class A股票-通信服务0.57%-0.12%+3.13%
29XOMExxon Mobil CORP股票-能源0.56%+0.13%+1.22%
30AMGNAmgen INC股票-医疗保健0.53%—-1.80%
31IYWIshares Ustechnology ETFETF-科技型0.52%-0.11%+0.10%
32RDDTReddit Inc-cl A股票-通信服务0.51%+0.35%+484.26%
33COWZPacer US Cash Cows 100 ETFETF-其他0.48%+0.48%NEW
34MGMMgm Resorts International股票-周期性消费0.47%—-0.24%
35ABBVAbbvie INC股票-医疗保健0.43%—-2.55%
36MELIMercadolibre INC股票-周期性消费0.39%-0.10%-0.27%
37TSLATesla INC股票-周期性消费0.39%—+33.70%
38UNHUnitedhealth Group INC股票-医疗保健0.38%+0.38%NEW
39VOOVanguard S&p 500 ETFETF-大型股与成长0.37%—+5.41%
40VTVanguard Tot World Stk ETFETF-其他0.33%——
41FELCFidelity Enh Lrg Cap Cor ETFETF-其他0.32%+0.03%+25.53%
42JNJJohnson & Johnson股票-医疗保健0.29%+0.03%+2.09%
43IYFIshares US Financials ETFETF-其他0.28%——
44ABTAbbott Laboratories股票-医疗保健0.27%-0.09%+0.50%
45JPMJpmorgan Chase & Co股票-金融0.27%—+1.80%
46XLESs Energy Select SectorETF-其他0.27%+0.07%+7.99%
47BRK-BBerkshire Hathaway Inc-cl B股票-其他0.25%—+21.71%
48IDUIshares US Utilities ETFETF-其他0.25%——
49IBMIntl Business Machines CORP股票-科技0.24%-0.08%+0.54%
50COPConocophillips股票-能源0.22%+0.05%+0.44%
1–50 of 74

本季持股变动

Lighthouse Financial LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Pacer US Cash Cows 100 ETF (COWZ); 新建仓: Unitedhealth Group INC (UNH); 清仓: Novo-nordisk A/s-spons Adr (NVO); 新建仓: Micron Technology INC (MU); 清仓: First Solar INC (FSLR).

Lighthouse Financial LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1LQDIshr Ibx Usd Invgd Cb Etf-ui+4%+79.66%加仓
2AVGOBroadcom INC+0.8%+152.86%加仓
3VRTVertiv Holdings Co-a+0.7%-4.08%减仓
4VRTXVertex Pharmaceuticals INC+0.6%+68.28%加仓
5TSMTaiwan Semiconductor-sp Adr+0.6%+32.54%加仓
6IBBIshares Biotechnology ETF+0.5%+161.13%加仓
7GOOGAlphabet Inc-cl C+0.4%+44.73%加仓
8AAPLApple INC+0.4%+38.61%加仓
9TCAFT Rowe Prc Cap Appreciation+0.4%+29.20%加仓
10RDDTReddit Inc-cl A+0.4%+484.26%加仓
11CRWVCoreweave Inc-cl A+0.3%+52.68%加仓
12GEVGE Vernova INC+0.2%+0.16%加仓
13VCSHVanguard S/t CORP Bond ETF+0.2%+10.81%加仓
14XOMExxon Mobil CORP+0.1%+1.22%加仓
15XLESs Energy Select Sector+0.1%+7.99%加仓
16MSFTMicrosoft CORP+0.1%+44.87%加仓
17COPConocophillips+0.1%+0.44%加仓
18FELCFidelity Enh Lrg Cap Cor ETF0%+25.53%加仓
19JNJJohnson & Johnson0%+2.09%加仓
20QSQuantumscape CORP-0.1%+9.85%加仓
21VFFVillage Farms International-0.1%—不变
22ORCLOracle CORP-0.1%-6.16%减仓
23IBMIntl Business Machines CORP-0.1%+0.54%加仓
24ABTAbbott Laboratories-0.1%+0.50%加仓
25MELIMercadolibre INC-0.1%-0.27%减仓
26XLFSs Financial Select Sector-0.1%-24.36%减仓
27IYWIshares Ustechnology ETF-0.1%+0.10%加仓
28METAMeta Platforms Inc-class A-0.1%+3.13%加仓
29IWOIshares Russell 2000 Growth-0.1%-2.24%减仓
30ATECAlphatec Holdings INC-0.1%—不变
31IYHIshares U.s. Healthcare ETF-0.2%+7.40%加仓
32EFAIshares Msci Eafe ETF-0.2%-7.46%减仓
33GEGeneral Electric-0.4%-9.89%减仓
34LLYEli Lilly & Co-0.4%+11.43%加仓
35VCLTVanguard Long-term CORP Bond-0.5%+0.01%加仓
36IVEIshares S&p 500 Value ETF-0.6%-9.56%减仓
37QQQInvesco Qqq Trust Series 1-0.6%+5.08%加仓
38IVVIshares Core S&p 500 ETF-0.8%-0.37%减仓
39NVDANvidia CORP-0.9%+7.20%加仓
40JEPQJPM Nasdaq Equity Premium-3.7%-56.58%减仓
41COWZPacer US Cash Cows 100 ETF—NEW新建仓
42UNHUnitedhealth Group INC—NEW新建仓
43NVONovo-nordisk A/s-spons Adr—EXIT清仓
44MUMicron Technology INC—NEW新建仓
45FSLRFirst Solar INC—EXIT清仓
46TKRTimken Co—NEW新建仓
47PSXPhillips 66—NEW新建仓
48RGTIRigetti Computing INC—EXIT清仓
49RSPInvesco S&p 500 Equal Weight—EXIT清仓
50BIIBBiogen INC—NEW新建仓

FAQ

Lighthouse Financial LLC 是什么机构？属于哪种投资人类型？
Lighthouse Financial LLC 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$1.7亿，分布在 76 个已申报仓位之中。
Lighthouse Financial LLC 目前前几大持股有哪些？
根据最新 13F 申报，Lighthouse Financial LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$1850.5万 (11.2%) 2. Ishr Ibx Usd Invgd Cb Etf-ui (LQD) — US$1686.6万 (10.2%) 3. Vanguard S/t CORP Bond ETF (VCSH) — US$1544.8万 (9.3%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$1004.4万 (6.1%) 5. Ishares Core S&p 500 ETF (IVV) — US$989.7万 (6.0%)
Lighthouse Financial LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Lighthouse Financial LLC 共进行了 48 项显著调整：新建仓 6 个仓位、加仓 28 个既有持股、减仓 10 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Pacer US Cash Cows 100 ETF (COWZ); 新建仓: Unitedhealth Group INC (UNH); 清仓: Novo-nordisk A/s-spons Adr (NVO); 新建仓: Micron Technology INC (MU); 清仓: First Solar INC (FSLR)
Lighthouse Financial LLC 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，Lighthouse Financial LLC 的主要板块分布如下： • Information Technology: 48.3% • Health Care: 16.2% • Industrials: 13.0% • Consumer Discretionary: 11.3% • Communication Services: 7.3% • Energy: 2.1%

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