LIGHTHOUSE FINANCIAL SERVICES INC /ADV
BREA CA · SEC CIK 0001068979
$4.76亿2026Q2 申报市值
102持仓数
51.9%前十大占比 · 第一大 14.9%
4 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRTX 新建仓+$151.99万
NFLX 加仓+$134.83万
V 加仓+$80.05万
NDAQ 加仓+$73.12万
WFC 加仓+$69.35万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$442.47万
QCOM 减仓-$305.00万
ACN 清仓-$175.98万
CSCO 减仓-$148.23万
LRCX 减仓-$98.33万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -9,244 | -100.0% | -$175.98万 | 清仓 |
| — | FG MERGER II CORP | $1.25万 | 0.00% | 14,380 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $21.01万 | 0.04% | 22,355 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $22.13万 | 0.05% | 2,046 | 9 | 0.4% | $973 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $22.49万 | 0.05% | 2,712 | -17 | -0.6% | -$1,410 | 减仓 |
| KO | COCA COLA CO | $22.91万 | 0.05% | 2,818 | 2 | 0.1% | $163 | 加仓 |
| GILD | GILEAD SCIENCES INC | $23.53万 | 0.05% | 1,868 | 1,868 | — | $23.53万 | 新建仓 |
| MEAR | ISHARES U S ETF TR | $25.40万 | 0.05% | 5,054 | -1,725 | -25.4% | -$8.67万 | 减仓 |
| CATY | CATHAY GEN BANCORP | $31.92万 | 0.07% | 5,044 | 23 | 0.5% | $1,455 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.52万 | 0.07% | 1,207 | 36 | 3.1% | $9,699 | 加仓 |
| T | AT&T INC | $34.20万 | 0.07% | 16,698 | 625 | 3.9% | $1.28万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.92万 | 0.08% | 5,262 | 17 | 0.3% | $1,225 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $40.43万 | 0.08% | 6,811 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $41.60万 | 0.09% | 2,060 | 13 | 0.6% | $2,625 | 加仓 |
| TGT | TARGET CORP | $41.94万 | 0.09% | 3,219 | 25 | 0.8% | $3,257 | 加仓 |
| BA | BOEING CO | $43.01万 | 0.09% | 1,968 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $45.28万 | 0.10% | 490 | 1 | 0.2% | $924 | 加仓 |
| — | EXXON MOBIL CORP | $45.69万 | 0.10% | 3,353 | 17 | 0.5% | $2,317 | 加仓 |
| SRE | SEMPRA | $45.89万 | 0.10% | 5,023 | 32 | 0.6% | $2,924 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $46.42万 | 0.10% | 4,238 | 59 | 1.4% | $6,463 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $47.72万 | 0.10% | 26,351 | 192 | 0.7% | $3,477 | 加仓 |
| HON | HONEYWELL INTL INC | $48.41万 | 0.10% | 2,183 | -2,205 | -50.3% | -$48.90万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $49.62万 | 0.10% | 2,183 | 2,183 | — | $49.62万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $52.27万 | 0.11% | 1,046 | 20 | 1.9% | $9,995 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.86万 | 0.11% | 5,735 | 78 | 1.4% | $7,190 | 加仓 |
| TFC | TRUIST FINL CORP | $53.99万 | 0.11% | 10,609 | 106 | 1.0% | $5,394 | 加仓 |
| PAYX | PAYCHEX INC | $58.63万 | 0.12% | 5,709 | 64 | 1.1% | $6,573 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $59.48万 | 0.12% | 1,639 | 7 | 0.4% | $2,540 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.49万 | 0.13% | 1,158 | 1 | 0.1% | $522 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $60.94万 | 0.13% | 11,057 | 19 | 0.2% | $1,047 | 加仓 |
| RMD | RESMED INC | $62.50万 | 0.13% | 3,108 | 3,108 | — | $62.50万 | 新建仓 |
| QCOM | QUALCOMM INC | $63.22万 | 0.13% | 3,475 | -16,764 | -82.8% | -$305.00万 | 减仓 |
| NOBL | PROSHARES TR | $69.37万 | 0.15% | 12,249 | 123 | 1.0% | $6,965 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $71.05万 | 0.15% | 2,824 | 21 | 0.7% | $5,283 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $82.13万 | 0.17% | 14,635 | 117 | 0.8% | $6,566 | 加仓 |
| TOST | TOAST INC | $85.12万 | 0.18% | 29,648 | 193 | 0.7% | $5,541 | 加仓 |
| MRK | MERCK & CO INC | $97.53万 | 0.20% | 7,780 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $98.74万 | 0.21% | 19,248 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $108.55万 | 0.23% | 2,080 | 12 | 0.6% | $6,263 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.06万 | 0.24% | 1,543 | 607 | 64.9% | $45.26万 | 加仓 |
| WM | WASTE MGMT INC DEL | $117.21万 | 0.25% | 5,231 | 58 | 1.1% | $1.30万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $123.86万 | 0.26% | 4,072 | 53 | 1.3% | $1.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $125.36万 | 0.26% | 1,729 | 212 | 14.0% | $15.37万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $128.95万 | 0.27% | 10,176 | 1,788 | 21.3% | $22.66万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $151.99万 | 0.32% | 3,052 | 3,052 | — | $151.99万 | 新建仓 |
| DHR | DANAHER CORP DEL | $152.72万 | 0.32% | 7,884 | 29 | 0.4% | $5,618 | 加仓 |
| WFC | WELLS FARGO & CO | $163.27万 | 0.34% | 18,998 | 8,069 | 73.8% | $69.35万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $168.67万 | 0.35% | 6,915 | 8 | 0.1% | $1,951 | 加仓 |
| GLW | CORNING INC | $174.43万 | 0.37% | 7,906 | -1,164 | -12.8% | -$25.68万 | 减仓 |
| SPGI | S&P GLOBAL INC | $176.58万 | 0.37% | 4,255 | 476 | 12.6% | $19.75万 | 加仓 |
| MCD | MCDONALDS CORP | $180.75万 | 0.38% | 6,708 | 7 | 0.1% | $1,886 | 加仓 |
| MDT | MEDTRONIC PLC | $188.71万 | 0.40% | 23,827 | 291 | 1.2% | $2.30万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $194.03万 | 0.41% | 4,822 | 997 | 26.1% | $40.12万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $202.35万 | 0.43% | 108,498 | -694 | -0.6% | -$1.29万 | 减仓 |
| CAT | CATERPILLAR INC | $208.21万 | 0.44% | 2,100 | -689 | -24.7% | -$68.31万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $210.29万 | 0.44% | 12,621 | 17 | 0.1% | $2,833 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $214.51万 | 0.45% | 2,078 | -3 | -0.1% | -$3,097 | 减仓 |
| URI | UNITED RENTALS INC | $220.29万 | 0.46% | 1,981 | 172 | 9.5% | $19.13万 | 加仓 |
| EOG | EOG RES INC | $220.95万 | 0.46% | 17,183 | 5 | 0.0% | $643 | 加仓 |
| HD | HOME DEPOT INC | $235.08万 | 0.49% | 6,700 | 72 | 1.1% | $2.53万 | 加仓 |
| ABBV | ABBVIE INC | $239.08万 | 0.50% | 9,523 | 50 | 0.5% | $1.26万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $249.37万 | 0.52% | 5,992 | 11 | 0.2% | $4,578 | 加仓 |
| CVX | CHEVRON CORPORATION | $267.35万 | 0.56% | 16,135 | 211 | 1.3% | $3.50万 | 加仓 |
| META | META PLATFORMS INC | $280.72万 | 0.59% | 4,580 | 62 | 1.4% | $3.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $298.29万 | 0.63% | 20,233 | 252 | 1.3% | $3.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $299.42万 | 0.63% | 15,154 | 240 | 1.6% | $4.74万 | 加仓 |
| PEP | PEPSICO INC | $302.72万 | 0.64% | 21,445 | 817 | 4.0% | $11.53万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $313.94万 | 0.66% | 9,382 | 93 | 1.0% | $3.11万 | 加仓 |
| NDAQ | NASDAQ INC | $328.00万 | 0.69% | 39,647 | 8,838 | 28.7% | $73.12万 | 加仓 |
| BLK | BLACKROCK INC | $333.48万 | 0.70% | 3,401 | 330 | 10.7% | $32.36万 | 加仓 |
| RTX | RTX CORPORATION | $374.50万 | 0.79% | 19,528 | 111 | 0.6% | $2.13万 | 加仓 |
| LLY | ELI LILLY & CO | $376.02万 | 0.79% | 3,155 | 90 | 2.9% | $10.73万 | 加仓 |
| BAC | BANK OF AMER CORP | $377.09万 | 0.79% | 64,614 | 248 | 0.4% | $1.45万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $396.40万 | 0.83% | 54,556 | 64 | 0.1% | $4,650 | 加仓 |
| LRCX | LAM RESEARCH CORP | $421.33万 | 0.89% | 10,768 | -2,513 | -18.9% | -$98.33万 | 减仓 |
| MS | MORGAN STANLEY | $473.92万 | 1.00% | 22,369 | -251 | -1.1% | -$5.32万 | 减仓 |
| AMZN | AMAZON COM INC | $496.85万 | 1.04% | 20,557 | -286 | -1.4% | -$6.91万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $499.43万 | 1.05% | 111,554 | 1,752 | 1.6% | $7.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $519.55万 | 1.09% | 13,520 | 89 | 0.7% | $3.42万 | 加仓 |
| VAW | VANGUARD WORLD FD | $535.83万 | 1.13% | 23,442 | 66 | 0.3% | $1.51万 | 加仓 |
| AVGO | BROADCOM INC | $553.99万 | 1.16% | 14,999 | -200 | -1.3% | -$7.39万 | 减仓 |
| NFLX | NETFLIX INC. | $563.55万 | 1.18% | 75,961 | 18,174 | 31.4% | $134.83万 | 加仓 |
| CSCO | CISCO SYS INC | $565.12万 | 1.19% | 48,296 | -12,668 | -20.8% | -$148.23万 | 减仓 |
| V | VISA INC | $619.30万 | 1.30% | 17,640 | 2,280 | 14.8% | $80.05万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $634.80万 | 1.33% | 18,032 | 157 | 0.9% | $5.53万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $715.60万 | 1.50% | 16,828 | -10,405 | -38.2% | -$442.47万 | 减仓 |
| GOOGL | ALPHABET INC | $734.06万 | 1.54% | 20,322 | 25 | 0.1% | $9,030 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $789.79万 | 1.66% | 149,552 | -985 | -0.7% | -$5.20万 | 减仓 |
| VDC | VANGUARD WORLD FD | $823.62万 | 1.73% | 36,451 | 512 | 1.4% | $11.57万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $899.17万 | 1.89% | 300,726 | -892 | -0.3% | -$2.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $917.03万 | 1.93% | 104,481 | 1,536 | 1.5% | $13.48万 | 加仓 |
| AAPL | APPLE INC | $1,029.32万 | 2.16% | 34,966 | -159 | -0.5% | -$4.68万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $1,079.62万 | 2.27% | 176,958 | 3,995 | 2.3% | $24.37万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,155.47万 | 2.43% | 399,816 | -2,770 | -0.7% | -$8.01万 | 减仓 |
| AGG | ISHARES TR | $1,207.49万 | 2.54% | 122,587 | 538 | 0.4% | $5.30万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,555.25万 | 3.27% | 131,700 | 1,512 | 1.2% | $17.86万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,980.09万 | 4.16% | 504,610 | -2,195 | -0.4% | -$8.61万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $2,135.77万 | 4.49% | 116,480 | -735 | -0.6% | -$13.48万 | 减仓 |
| VOX | VANGUARD WORLD FD | $2,147.18万 | 4.51% | 113,728 | 945 | 0.8% | $17.84万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $2,316.14万 | 4.87% | 145,176 | 1,884 | 1.3% | $30.06万 | 加仓 |