Lighthouse Investment Partners, LLC
Palm Beach Gardens FL · SEC CIK 0001600344
$28.74亿2026Q1 申报市值
687持仓数
12.4%前十大占比 · 第一大 3.9%
239 / 366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
NVDA 加仓+$2,026.13万
CHRD 新建仓+$1,821.55万
BCS 加仓+$1,715.42万
MCD 加仓+$1,631.12万
IRT 新建仓+$1,571.72万
2026Q1 卖出最多 按季末市值估算
CSX 减仓-$3,023.61万
H 减仓-$2,731.94万
SYY 清仓-$2,726.53万
VIST 减仓-$2,641.45万
AMZN 减仓-$2,452.61万
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 |
|---|---|---|---|---|---|---|---|---|
| PBI | PITNEY BOWES INC | $20.31万 | 0.01% | 18,380 | 18,380 | — | $20.31万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $20.43万 | 0.01% | 2,808 | 2,808 | — | $20.43万 | 新建仓 |
| RGEN | REPLIGEN CORP | $20.57万 | 0.01% | 1,746 | -11,254 | -86.6% | -$132.59万 | 重新持有 |
| — | PERIMETER ACQUISITION CORP I | $20.67万 | 0.01% | 299,600 | -75,400 | -20.1% | -$5.20万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $20.76万 | 0.01% | 40,000 | 40,000 | — | $20.76万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $20.84万 | 0.01% | 1,590 | 1,590 | — | $20.84万 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $21.03万 | 0.01% | 438 | 438 | — | $21.03万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $21.09万 | 0.01% | 915 | 915 | — | $21.09万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $21.30万 | 0.01% | 1,009 | 178 | 21.4% | $3.76万 | 加仓 |
| HIPO | HIPPO HLDGS INC | $21.45万 | 0.01% | 8,230 | -16,055 | -66.1% | -$41.84万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.55万 | 0.01% | 628 | -2,135 | -77.3% | -$73.28万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $21.60万 | 0.01% | 2,301 | -779 | -25.3% | -$7.31万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $21.87万 | 0.01% | 3,670 | 3,670 | — | $21.87万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $21.93万 | 0.01% | 773 | -39,227 | -98.1% | -$1,113.10万 | 重新持有 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $22.02万 | 0.01% | 1,336 | -1,231 | -48.0% | -$20.29万 | 重新持有 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $22.12万 | 0.01% | 10,559 | 10,559 | — | $22.12万 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $22.12万 | 0.01% | 7,416 | -84,599 | -91.9% | -$252.36万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $22.15万 | 0.01% | 7,997 | 7,997 | — | $22.15万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $22.30万 | 0.01% | 50,000 | 50,000 | — | $22.30万 | 新建仓 |
| KRMN | KARMAN HLDGS INC | $22.65万 | 0.01% | 2,830 | 2,830 | — | $22.65万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $22.73万 | 0.01% | 11,991 | 11,991 | — | $22.73万 | 新建仓 |
| — | COHEN CIRCLE ACQUISIT CORP I | $22.75万 | 0.01% | 350,000 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS INC | $23.06万 | 0.01% | 3,287 | -2,932 | -47.1% | -$20.57万 | 减仓 |
| AOS | SMITH A O CORP 看跌期权 | $23.08万 | 0.01% | 3,500 | 3,500 | — | $23.08万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $23.14万 | 0.01% | 700 | 700 | — | $23.14万 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $23.49万 | 0.01% | 4,101 | 1 | 0.0% | $57 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $23.61万 | 0.01% | 12,970 | -790 | -5.7% | -$1.44万 | 减仓 |
| AMRC | AMERESCO INC | $23.63万 | 0.01% | 9,265 | 9,265 | — | $23.63万 | 新建仓 |
| C | CITIGROUP INC | $23.82万 | 0.01% | 2,100 | -61,358 | -96.7% | -$695.86万 | 减仓 |
| CRSR | CORSAIR GAMING INC | $23.98万 | 0.01% | 43,204 | 43,204 | — | $23.98万 | 新建仓 |
| PFE | PFIZER INC | $24.01万 | 0.01% | 8,550 | 8,550 | — | $24.01万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看跌期权 | $24.25万 | 0.01% | 500 | 500 | — | $24.25万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $24.75万 | 0.01% | 7,290 | 7,290 | — | $24.75万 | 新建仓 |
| VMI | VALMONT INDS INC | $24.77万 | 0.01% | 620 | -80 | -11.4% | -$3.20万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $24.80万 | 0.01% | 50,000 | 50,000 | — | $24.80万 | 新建仓 |
| TGLS | TECNOGLASS INC | $24.99万 | 0.01% | 5,610 | 5,610 | — | $24.99万 | 新建仓 |
| URA | GLOBAL X FDS | $25.05万 | 0.01% | 5,173 | 5,173 | — | $25.05万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $25.21万 | 0.01% | 3,148 | 3,148 | — | $25.21万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $25.45万 | 0.01% | 3,342 | -185,160 | -98.2% | -$1,410.18万 | 减仓 |
| — | JENA ACQUISITION CORP II | $25.50万 | 0.01% | 1,500,000 | 0 | 0.0% | — | 不变 |
| BKV | BKV CORP | $25.63万 | 0.01% | 8,987 | -7,493 | -45.5% | -$21.37万 | 减仓 |
| TU | TELUS CORPORATION | $25.79万 | 0.01% | 20,101 | 20,101 | — | $25.79万 | 新建仓 |
| — | ATLAS LITHIUM CORP | $26.10万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $26.18万 | 0.01% | 1,549 | -3,091 | -66.6% | -$52.24万 | 减仓 |
| TEM | TEMPUS AI INC | $27.20万 | 0.01% | 6,015 | -97 | -1.6% | -$4,386 | 减仓 |
| VALE | VALE S A | $27.23万 | 0.01% | 17,118 | -353,341 | -95.4% | -$562.16万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.70万 | 0.01% | 1,918 | -15,721 | -89.1% | -$227.07万 | 减仓 |
| MSA | MSA SAFETY INC | $27.79万 | 0.01% | 1,695 | 1,695 | — | $27.79万 | 新建仓 |
| OGN | ORGANON & CO | $28.36万 | 0.01% | 47,340 | 47,340 | — | $28.36万 | 新建仓 |
| BTG | B2GOLD CORP | $28.39万 | 0.01% | 62,661 | -160,699 | -71.9% | -$72.80万 | 减仓 |
| EBAY | EBAY INC. | $28.67万 | 0.01% | 3,150 | -13,483 | -81.1% | -$122.72万 | 减仓 |
| TGT | TARGET CORP | $29.09万 | 0.01% | 2,400 | 2,400 | — | $29.09万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $29.79万 | 0.01% | 1,060 | -60,837 | -98.3% | -$1,709.94万 | 减仓 |
| TENB | TENABLE HLDGS INC | $30.01万 | 0.01% | 17,741 | -57,500 | -76.4% | -$97.26万 | 减仓 |
| GBDC | GOLUB CAP BDC INC | $30.92万 | 0.01% | 24,424 | 24,424 | — | $30.92万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $31.10万 | 0.01% | 55 | 55 | — | $31.10万 | 新建仓 |
| OR | OR ROYALTIES INC. | $31.14万 | 0.01% | 8,190 | 34 | 0.4% | $1,293 | 重新持有 |
| SLDE | SLIDE INS HLDGS INC | $31.16万 | 0.01% | 17,309 | -10,233 | -37.2% | -$18.42万 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $31.24万 | 0.01% | 1,500 | 1,500 | — | $31.24万 | 新建仓 |
| — | BOLD EAGLE ACQUISITION CORP | $31.50万 | 0.01% | 1,500,000 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $31.55万 | 0.01% | 12,099 | 12,099 | — | $31.55万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $31.56万 | 0.01% | 10,229 | -40,560 | -79.9% | -$125.13万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $31.87万 | 0.01% | 14,419 | 14,419 | — | $31.87万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $31.88万 | 0.01% | 3,616 | 3,616 | — | $31.88万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $31.88万 | 0.01% | 2,223 | 2,223 | — | $31.88万 | 新建仓 |
| RIO | RIO TINTO PLC | $32.22万 | 0.01% | 3,454 | -162,978 | -97.9% | -$1,520.42万 | 重新持有 |
| MRK | MERCK & CO INC | $32.26万 | 0.01% | 2,682 | -23,883 | -89.9% | -$287.29万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $32.63万 | 0.01% | 3,497 | -2,703 | -43.6% | -$25.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.90万 | 0.01% | 4,986 | -1,171 | -19.0% | -$7.73万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $33.20万 | 0.01% | 2,732 | -102,627 | -97.4% | -$1,247.33万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $33.38万 | 0.01% | 4,982 | 4,982 | — | $33.38万 | 新建仓 |
| NU | NU HLDGS LTD | $33.39万 | 0.01% | 23,238 | 23,238 | — | $33.39万 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $33.40万 | 0.01% | 50,000 | 50,000 | — | $33.40万 | 新建仓 |
| EE | EXCELERATE ENERGY INC | $33.42万 | 0.01% | 10,000 | -2,473 | -19.8% | -$8.26万 | 减仓 |
| GPRE | GREEN PLAINS INC | $34.21万 | 0.01% | 20,799 | 20,799 | — | $34.21万 | 新建仓 |
| IOT | SAMSARA INC | $34.34万 | 0.01% | 10,836 | 10,836 | — | $34.34万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $34.64万 | 0.01% | 2,712 | 2,712 | — | $34.64万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $34.65万 | 0.01% | 476 | 106 | 28.6% | $7.72万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.67万 | 0.01% | 1,228 | -1,925 | -61.1% | -$54.36万 | 减仓 |
| CI | THE CIGNA GROUP 看跌期权 | $34.68万 | 0.01% | 1,300 | 1,300 | — | $34.68万 | 新建仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $34.74万 | 0.01% | 18,180 | -25,457 | -58.3% | -$48.65万 | 减仓 |
| IEX | IDEX CORP | $35.18万 | 0.01% | 1,856 | 1,856 | — | $35.18万 | 新建仓 |
| BOX | BOX INC | $35.22万 | 0.01% | 14,897 | 14,897 | — | $35.22万 | 新建仓 |
| ODD | ODDITY TECH LTD | $35.46万 | 0.01% | 26,501 | 26,501 | — | $35.46万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $35.77万 | 0.01% | 2,563 | -35,406 | -93.2% | -$494.16万 | 重新持有 |
| SNPS | SYNOPSYS INC | $36.44万 | 0.01% | 919 | -574 | -38.4% | -$22.76万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $36.63万 | 0.01% | 865 | 147 | 20.5% | $6.22万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $36.78万 | 0.01% | 19,196 | -303,668 | -94.1% | -$581.83万 | 减仓 |
| FLO | FLOWERS FOODS INC | $36.80万 | 0.01% | 45,148 | -72,910 | -61.8% | -$59.42万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $37.32万 | 0.01% | 4,970 | -8,112 | -62.0% | -$60.91万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $37.47万 | 0.01% | 485 | -280 | -36.6% | -$21.63万 | 减仓 |
| THRM | GENTHERM INC | $37.48万 | 0.01% | 13,491 | 13,491 | — | $37.48万 | 新建仓 |
| WMT | WALMART INC | $37.91万 | 0.01% | 3,050 | -30,977 | -91.0% | -$384.98万 | 减仓 |
| BIDU | BAIDU INC | $38.32万 | 0.01% | 3,439 | -3,611 | -51.2% | -$40.23万 | 减仓 |
| MDU | MDU RES GROUP INC | $38.41万 | 0.01% | 18,537 | 18,537 | — | $38.41万 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $38.92万 | 0.01% | 45,000 | -45,000 | -50.0% | -$38.92万 | 重新持有 |
| EXPD | EXPEDITORS INTL WASH INC | $38.94万 | 0.01% | 2,719 | -681 | -20.0% | -$9.75万 | 重新持有 |
| BLND | BLEND LABS INC | $39.09万 | 0.01% | 229,921 | -68,337 | -22.9% | -$11.62万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $39.87万 | 0.01% | 18,682 | 18,682 | — | $39.87万 | 新建仓 |
| BYD | BOYD GAMING CORP | $40.27万 | 0.01% | 4,900 | 4,900 | — | $40.27万 | 新建仓 |