Lighthouse Investment Partners, LLC
Palm Beach Gardens FL · SEC CIK 0001600344
$36.58亿2026Q2 申报市值
703持仓数
16.8%前十大占比 · 第一大 5.9%
225 / 308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
SPCX 新建仓+$1.18亿
MA 重新持有+$3,892.27万
WMT 加仓+$3,749.48万
DLR 加仓+$3,676.90万
CBRS 新建仓+$3,469.70万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$2,938.69万
BCS 减仓-$2,556.80万
SM 清仓-$2,281.21万
V 清仓-$2,258.00万
SEI 重新持有-$2,163.18万
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 |
|---|---|---|---|---|---|---|---|---|
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $0 | 0.00% | 0 | -105,152 | -100.0% | -$201.37万 | 清仓 |
| FER | FERROVIAL SE | $0 | 0.00% | 0 | -30,834 | -100.0% | -$200.58万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -198,049 | -100.0% | -$195.67万 | 清仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $0 | 0.00% | 0 | -19,692 | -100.0% | -$193.81万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$188.25万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -50,422 | -100.0% | -$184.49万 | 清仓 |
| ACDC | PROFRAC HLDG CORP | $0 | 0.00% | 0 | -290,000 | -100.0% | -$179.80万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -9,415 | -100.0% | -$179.38万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -75,184 | -100.0% | -$179.01万 | 清仓 |
| GFF | GRIFFON CORP | $0 | 0.00% | 0 | -24,444 | -100.0% | -$177.66万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -92,398 | -100.0% | -$172.51万 | 清仓 |
| RVLV | REVOLVE GROUP INC | $0 | 0.00% | 0 | -76,083 | -100.0% | -$172.02万 | 清仓 |
| ANF | ABERCROMBIE & FITCH CO | $0 | 0.00% | 0 | -18,427 | -100.0% | -$168.37万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -15,000 | -100.0% | -$162.91万 | 清仓 |
| GLNG | GOLAR LNG LTD | $0 | 0.00% | 0 | -30,000 | -100.0% | -$162.33万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -40,000 | -100.0% | -$160.92万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -5,056 | -100.0% | -$149.89万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -27,253 | -100.0% | -$149.21万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -32,367 | -100.0% | -$146.40万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -8,328 | -100.0% | -$146.29万 | 清仓 |
| CRI | CARTERS INC | $0 | 0.00% | 0 | -40,896 | -100.0% | -$146.24万 | 清仓 |
| HEI | HEICO CORP NEW | $0 | 0.00% | 0 | -5,274 | -100.0% | -$144.61万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -76,517 | -100.0% | -$144.08万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -17,745 | -100.0% | -$143.49万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -40,001 | -100.0% | -$140.56万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -6,021 | -100.0% | -$137.72万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -58,883 | -100.0% | -$135.90万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -17,026 | -100.0% | -$130.34万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -91,341 | -100.0% | -$130.16万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -12,099 | -100.0% | -$129.17万 | 清仓 |
| OGE | OGE ENERGY CORP | $0 | 0.00% | 0 | -26,590 | -100.0% | -$127.53万 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -75,000 | -100.0% | -$123.90万 | 清仓 |
| SGML | SIGMA LITHIUM CORPORATION 看跌期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$123.40万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -13,925 | -100.0% | -$123.19万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -12,674 | -100.0% | -$123.15万 | 清仓 |
| CLDT | CHATHAM LODGING TR | $0 | 0.00% | 0 | -155,000 | -100.0% | -$121.98万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -8,808 | -100.0% | -$119.87万 | 清仓 |
| SF | STIFEL FINL CORP | $0 | 0.00% | 0 | -15,577 | -100.0% | -$115.15万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -4,902 | -100.0% | -$113.73万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -13,231 | -100.0% | -$111.99万 | 清仓 |
| FNF | FIDELITY NATL FINL INC | $0 | 0.00% | 0 | -24,043 | -100.0% | -$111.51万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -82,775 | -100.0% | -$110.75万 | 清仓 |
| TWFG | TWFG INC | $0 | 0.00% | 0 | -59,909 | -100.0% | -$110.17万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -35,603 | -100.0% | -$105.85万 | 清仓 |
| CSTM | CONSTELLIUM SE | $0 | 0.00% | 0 | -42,672 | -100.0% | -$104.89万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -34,087 | -100.0% | -$104.03万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -10,313 | -100.0% | -$100.41万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -46,893 | -100.0% | -$100.40万 | 清仓 |
| AGI | ALAMOS GOLD INC | $0 | 0.00% | 0 | -22,450 | -100.0% | -$99.75万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -140,988 | -100.0% | -$99.40万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -29,460 | -100.0% | -$97.81万 | 清仓 |
| — | AMERICAN RES CORP | $0 | 0.00% | 0 | -400,000 | -100.0% | -$96.80万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -12,497 | -100.0% | -$96.73万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -54,142 | -100.0% | -$93.34万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -3,450 | -100.0% | -$92.05万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$92.00万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -838 | -100.0% | -$91.62万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -18,894 | -100.0% | -$89.58万 | 清仓 |
| HLF | HERBALIFE LTD | $0 | 0.00% | 0 | -59,842 | -100.0% | -$88.09万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -126,513 | -100.0% | -$86.41万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -5,423 | -100.0% | -$83.35万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -3,977 | -100.0% | -$83.13万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -21,106 | -100.0% | -$82.25万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO | $0 | 0.00% | 0 | -9,693 | -100.0% | -$78.55万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -18,621 | -100.0% | -$77.56万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -14,143 | -100.0% | -$74.63万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -2,133 | -100.0% | -$72.38万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -2,450 | -100.0% | -$71.72万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -6,858 | -100.0% | -$71.70万 | 清仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $0 | 0.00% | 0 | -5,291 | -100.0% | -$70.61万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -4,173 | -100.0% | -$70.58万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -28,494 | -100.0% | -$70.44万 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -36,909 | -100.0% | -$70.27万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -4,423 | -100.0% | -$69.80万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -370 | -100.0% | -$69.73万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -39,533 | -100.0% | -$69.66万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -6,371 | -100.0% | -$68.97万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -755 | -100.0% | -$67.59万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -2,759 | -100.0% | -$67.53万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -13,916 | -100.0% | -$66.67万 | 清仓 |
| ATO | ATMOS ENERGY CORP | $0 | 0.00% | 0 | -3,596 | -100.0% | -$66.43万 | 清仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -62,674 | -100.0% | -$65.68万 | 清仓 |
| MBC | MASTERBRAND INC | $0 | 0.00% | 0 | -78,168 | -100.0% | -$64.96万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -16,037 | -100.0% | -$62.74万 | 清仓 |
| DDS | DILLARDS INC | $0 | 0.00% | 0 | -1,086 | -100.0% | -$62.13万 | 清仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $0 | 0.00% | 0 | -34,773 | -100.0% | -$61.72万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,364 | -100.0% | -$61.61万 | 清仓 |
| CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | -2,115 | -100.0% | -$60.64万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -4,344 | -100.0% | -$59.07万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -27,828 | -100.0% | -$58.94万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -7,806 | -100.0% | -$56.81万 | 清仓 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | -25,722 | -100.0% | -$56.20万 | 清仓 |
| UFCS | UNITED FIRE GROUP INC | $0 | 0.00% | 0 | -14,728 | -100.0% | -$54.58万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -14,487 | -100.0% | -$53.96万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -20,387 | -100.0% | -$53.88万 | 清仓 |
| NEXT | NEXTDECADE CORP | $0 | 0.00% | 0 | -70,000 | -100.0% | -$53.62万 | 清仓 |
| LXU | LSB INDS INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$52.15万 | 清仓 |
| — | RE/MAX HLDGS INC | $0 | 0.00% | 0 | -89,063 | -100.0% | -$51.30万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -16,994 | -100.0% | -$51.19万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -13,322 | -100.0% | -$51.02万 | 清仓 |