LIGHTHOUSE FINANCIAL SERVICES INC /ADV
BREA CA · SEC CIK 0001068979
$4.43亿2026Q1 申报市值
99持仓数
51.7%前十大占比 · 第一大 12.9%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XSSPX 新建仓+$189.56万
URI 新建仓+$139.48万
LNG 加仓+$88.91万
TOTL 加仓+$80.81万
EOG 加仓+$76.13万
2026Q1 卖出最多 按季末市值估算
NUVEEN S&P 500 B 清仓-$195.77万
HONEYWELL INTL I 减仓-$183.54万
CRM 清仓-$176.88万
GOOGL 减仓-$120.15万
GLW 减仓-$77.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -133,174 | -100.0% | -$195.77万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -6,677 | -100.0% | -$176.88万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,715 | -100.0% | -$29.04万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -2,140 | -100.0% | -$21.35万 | 清仓 |
| — | FG MERGER II CORP | $6,615 | 0.00% | 14,380 | 14,380 | — | $6,615 | 新建仓 |
| KO | COCA COLA CO | $21.38万 | 0.05% | 2,816 | 2,816 | — | $21.38万 | 新建仓 |
| HLN | HALEON PLC | $21.68万 | 0.05% | 22,355 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $21.89万 | 0.05% | 2,729 | 2,729 | — | $21.89万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $24.23万 | 0.05% | 2,037 | 2,037 | — | $24.23万 | 新建仓 |
| CATY | CATHAY GEN BANCORP | $27.04万 | 0.06% | 5,021 | 29 | 0.6% | $1,562 | 加仓 |
| VLO | VALERO ENERGY CORP | $27.59万 | 0.06% | 1,171 | 1,171 | — | $27.59万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $33.91万 | 0.08% | 5,245 | 605 | 13.0% | $3.91万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $34.09万 | 0.08% | 6,779 | 44 | 0.7% | $2,212 | 加仓 |
| TGT | TARGET CORP | $38.17万 | 0.09% | 3,194 | -566 | -15.1% | -$6.76万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $39.40万 | 0.09% | 6,811 | 135 | 2.0% | $7,809 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $40.53万 | 0.09% | 2,047 | 11 | 0.5% | $2,178 | 加仓 |
| T | AT&T INC | $41.18万 | 0.09% | 16,073 | -1,093 | -6.4% | -$2.80万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $43.14万 | 0.10% | 4,179 | -437 | -9.5% | -$4.51万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $43.40万 | 0.10% | 26,159 | 600 | 2.3% | $9,954 | 加仓 |
| BA | BOEING CO | $44.03万 | 0.10% | 1,968 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $47.66万 | 0.11% | 489 | 1 | 0.2% | $975 | 加仓 |
| SRE | SEMPRA | $47.99万 | 0.11% | 4,991 | -99 | -1.9% | -$9,520 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $49.00万 | 0.11% | 1,026 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $49.78万 | 0.11% | 3,336 | -2,236 | -40.1% | -$33.37万 | 减仓 |
| PAYX | PAYCHEX INC | $50.15万 | 0.11% | 5,645 | -31 | -0.5% | -$2,754 | 减仓 |
| TFC | TRUIST FINL CORP | $52.02万 | 0.12% | 10,503 | -3,586 | -25.5% | -$17.76万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $55.47万 | 0.13% | 1,632 | -32 | -1.9% | -$1.09万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $56.17万 | 0.13% | 1,157 | 2 | 0.2% | $971 | 加仓 |
| ABT | ABBOTT LABORATORIES | $57.16万 | 0.13% | 5,657 | 1,690 | 42.6% | $17.08万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $58.06万 | 0.13% | 11,038 | 11,038 | — | $58.06万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $62.01万 | 0.14% | 2,803 | -84 | -2.9% | -$1.86万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.03万 | 0.15% | 936 | -234 | -20.0% | -$16.26万 | 减仓 |
| NOBL | PROSHARES TR | $65.27万 | 0.15% | 6,063 | -122 | -2.0% | -$1.31万 | 减仓 |
| TOST | TOAST INC | $79.82万 | 0.18% | 29,455 | 12,602 | 74.8% | $34.15万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $83.97万 | 0.19% | 14,518 | 2,735 | 23.2% | $15.82万 | 加仓 |
| WFC | WELLS FARGO & CO | $89.29万 | 0.20% | 10,929 | 875 | 8.7% | $7.15万 | 加仓 |
| MRK | MERCK & CO INC | $93.32万 | 0.21% | 7,780 | -1,948 | -20.0% | -$23.37万 | 减仓 |
| QQQ | INVESCO QQQ TR | $95.36万 | 0.22% | 1,517 | 10 | 0.7% | $6,286 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.91万 | 0.22% | 2,081 | -27 | -1.3% | -$1.26万 | 减仓 |
| — | HONEYWELL INTL INC | $102.35万 | 0.23% | 4,388 | -7,869 | -64.2% | -$183.54万 | 减仓 |
| GSK | GSK PLC | $113.91万 | 0.26% | 19,248 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $117.48万 | 0.26% | 5,173 | -312 | -5.7% | -$7.09万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $126.45万 | 0.29% | 2,068 | -21 | -1.0% | -$1.28万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $135.92万 | 0.31% | 8,388 | -126 | -1.5% | -$2.04万 | 减仓 |
| URI | UNITED RENTALS INC | $139.48万 | 0.31% | 1,809 | 1,809 | — | $139.48万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $148.37万 | 0.33% | 4,019 | 1 | 0.0% | $369 | 加仓 |
| DHR | DANAHER CORP DEL | $156.00万 | 0.35% | 7,855 | -98 | -1.2% | -$1.95万 | 减仓 |
| GLW | CORNING INC | $156.75万 | 0.35% | 9,070 | -4,472 | -33.0% | -$77.29万 | 减仓 |
| SPGI | S&P GLOBAL INC | $160.71万 | 0.36% | 3,779 | 213 | 6.0% | $9.06万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $175.98万 | 0.40% | 9,244 | 1,924 | 26.3% | $36.63万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $178.71万 | 0.40% | 3,825 | -82 | -2.1% | -$3.83万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $179.35万 | 0.40% | 6,907 | 3,424 | 98.3% | $88.91万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $187.41万 | 0.42% | 5,981 | 1 | 0.0% | $313 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $189.56万 | 0.43% | 109,192 | 109,192 | — | $189.56万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $194.57万 | 0.44% | 12,604 | 780 | 6.6% | $12.04万 | 加仓 |
| ABBV | ABBVIE INC | $199.18万 | 0.45% | 9,473 | -191 | -2.0% | -$4.02万 | 减仓 |
| MCD | MCDONALDS CORP | $203.18万 | 0.46% | 6,701 | 21 | 0.3% | $6,367 | 加仓 |
| MDT | MEDTRONIC PLC | $207.40万 | 0.47% | 23,536 | -124 | -0.5% | -$1.09万 | 减仓 |
| CAT | CATERPILLAR INC | $221.51万 | 0.50% | 2,789 | -77 | -2.7% | -$6.12万 | 减仓 |
| HD | HOME DEPOT INC | $227.15万 | 0.51% | 6,628 | -426 | -6.0% | -$14.60万 | 减仓 |
| EOG | EOG RES INC | $229.47万 | 0.52% | 17,178 | 5,699 | 49.6% | $76.13万 | 加仓 |
| NDAQ | NASDAQ INC | $267.14万 | 0.60% | 30,809 | 2,713 | 9.7% | $23.52万 | 加仓 |
| QCOM | QUALCOMM INC | $268.86万 | 0.61% | 20,239 | -198 | -1.0% | -$2.63万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $278.29万 | 0.63% | 9,289 | -289 | -3.0% | -$8.66万 | 减仓 |
| LLY | ELI LILLY & CO | $282.76万 | 0.64% | 3,065 | -72 | -2.3% | -$6.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $288.48万 | 0.65% | 19,981 | -144 | -0.7% | -$2.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $288.84万 | 0.65% | 17,875 | 2,083 | 13.2% | $33.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $293.07万 | 0.66% | 14,914 | -8 | -0.1% | -$1,572 | 减仓 |
| CVX | CHEVRON CORPORATION | $297.82万 | 0.67% | 15,924 | -2,855 | -15.2% | -$53.40万 | 减仓 |
| META | META PLATFORMS INC | $299.32万 | 0.68% | 4,518 | -66 | -1.4% | -$4.37万 | 减仓 |
| PEP | PEPSICO INC | $321.22万 | 0.72% | 20,628 | 242 | 1.2% | $3.77万 | 加仓 |
| BLK | BLACKROCK INC | $323.85万 | 0.73% | 3,071 | -36 | -1.2% | -$3.80万 | 减仓 |
| BAC | BANK AMERICA CORP | $343.39万 | 0.77% | 64,366 | -1,384 | -2.1% | -$7.38万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $361.80万 | 0.82% | 13,281 | -445 | -3.2% | -$12.12万 | 减仓 |
| RTX | RTX CORPORATION | $393.79万 | 0.89% | 19,417 | -548 | -2.7% | -$11.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $397.30万 | 0.90% | 54,492 | 8,783 | 19.2% | $64.04万 | 加仓 |
| MS | MORGAN STANLEY | $414.71万 | 0.94% | 22,620 | -489 | -2.1% | -$8.97万 | 减仓 |
| V | VISA INC | $478.28万 | 1.08% | 15,360 | 365 | 2.4% | $11.37万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $502.47万 | 1.13% | 27,233 | -745 | -2.7% | -$13.75万 | 减仓 |
| CSCO | CISCO SYS INC | $503.63万 | 1.14% | 60,964 | -2,144 | -3.4% | -$17.71万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $510.25万 | 1.15% | 109,802 | 1,046 | 1.0% | $4.86万 | 加仓 |
| AMZN | AMAZON COM INC | $519.02万 | 1.17% | 20,843 | -215 | -1.0% | -$5.35万 | 减仓 |
| MSFT | MICROSOFT CORP | $527.99万 | 1.19% | 13,431 | 1,912 | 16.6% | $75.16万 | 加仓 |
| VAW | VANGUARD WORLD FD | $553.05万 | 1.25% | 23,376 | -2 | -0.0% | -$473 | 减仓 |
| AVGO | BROADCOM INC | $578.76万 | 1.31% | 15,199 | -204 | -1.3% | -$7.77万 | 减仓 |
| NFLX | NETFLIX INC. | $614.16万 | 1.39% | 57,787 | 449 | 0.8% | $4.77万 | 加仓 |
| GOOGL | ALPHABET INC | $675.70万 | 1.52% | 20,297 | -3,609 | -15.1% | -$120.15万 | 减仓 |
| VDC | VANGUARD WORLD FD | $804.85万 | 1.82% | 35,939 | 58 | 0.2% | $1.30万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $841.47万 | 1.90% | 102,945 | 5,209 | 5.3% | $42.58万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $842.26万 | 1.90% | 150,537 | -9,737 | -6.1% | -$54.48万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $907.57万 | 2.05% | 301,618 | 7,621 | 2.6% | $22.93万 | 加仓 |
| AAPL | APPLE INC | $909.13万 | 2.05% | 35,125 | -1,489 | -4.1% | -$38.54万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,010.11万 | 2.28% | 172,963 | 3,444 | 2.0% | $20.11万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,173.54万 | 2.65% | 402,586 | 2,153 | 0.5% | $6.28万 | 加仓 |
| AGG | ISHARES TR | $1,217.80万 | 2.75% | 122,049 | 2,124 | 1.8% | $21.19万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,515.91万 | 3.42% | 130,188 | 626 | 0.5% | $7.29万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $2,021.65万 | 4.56% | 506,805 | 20,257 | 4.2% | $80.81万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,031.92万 | 4.58% | 117,215 | -3,840 | -3.2% | -$66.57万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $2,132.61万 | 4.81% | 143,292 | -1,196 | -0.8% | -$17.80万 | 减仓 |
| VOX | VANGUARD WORLD FD | $2,190.59万 | 4.94% | 112,783 | -233 | -0.2% | -$4.53万 | 减仓 |