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 |
|---|---|---|---|---|---|---|---|---|
| BB | BLACKBERRY LTD | $76.66万 | 0.02% | 60,600 | 60,600 | — | $76.66万 | 新建仓 |
| TFC | TRUIST FINL CORP | $77.06万 | 0.02% | 15,468 | -70,642 | -82.0% | -$351.94万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $77.36万 | 0.02% | 827 | -7,875 | -90.5% | -$736.68万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.92万 | 0.02% | 1,530 | 480 | 45.7% | $24.45万 | 重新持有 |
| LPX | LOUISIANA PAC CORP | $78.66万 | 0.02% | 10,000 | -4,161 | -29.4% | -$32.73万 | 减仓 |
| EPR | EPR PPTYS | $78.67万 | 0.02% | 13,562 | 13,562 | — | $78.67万 | 新建仓 |
| CRC | CALIFORNIA RES CORP | $79.31万 | 0.02% | 15,000 | 15,000 | — | $79.31万 | 新建仓 |
| KBH | KB HOME | $79.35万 | 0.02% | 12,678 | -250,688 | -95.2% | -$1,569.06万 | 减仓 |
| ARMK | ARAMARK | $80.12万 | 0.02% | 14,080 | 295 | 2.1% | $1.68万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $80.90万 | 0.02% | 44,772 | 44,772 | — | $80.90万 | 新建仓 |
| NWSA | NEWS CORP NEW | $81.45万 | 0.02% | 32,802 | -1,372 | -4.0% | -$3.41万 | 减仓 |
| AGNC | AGNC INVT CORP | $82.44万 | 0.02% | 75,630 | -211,616 | -73.7% | -$230.66万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $82.95万 | 0.02% | 3,893 | 3,893 | — | $82.95万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC 看涨期权 | $83.18万 | 0.02% | 31,200 | 31,200 | — | $83.18万 | 新建仓 |
| CTVA | CORTEVA INC | $84.69万 | 0.02% | 10,000 | 6,670 | 200.3% | $56.49万 | 重新持有 |
| SLF | SUN LIFE FINANCIAL INC. | $85.19万 | 0.02% | 10,866 | -130,825 | -92.3% | -$1,025.69万 | 减仓 |
| HAS | HASBRO INC | $85.30万 | 0.02% | 10,328 | -17,206 | -62.5% | -$142.10万 | 重新持有 |
| FLS | FLOWSERVE CORP | $87.41万 | 0.02% | 11,786 | 6,192 | 110.7% | $45.92万 | 加仓 |
| SYNA | SYNAPTICS INC | $87.57万 | 0.02% | 7,049 | 7,049 | — | $87.57万 | 新建仓 |
| SGML | SIGMA LITHIUM CORPORATION | $88.55万 | 0.02% | 70,000 | -160,000 | -69.6% | -$202.40万 | 减仓 |
| BURL | BURLINGTON STORES INC | $89.81万 | 0.02% | 2,835 | 408 | 16.8% | $12.93万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $91.37万 | 0.02% | 11,202 | 11,202 | — | $91.37万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $92.02万 | 0.03% | 50,698 | 25,698 | 102.8% | $46.64万 | 加仓 |
| RNST | RENASANT CORP | $92.14万 | 0.03% | 21,660 | 21,660 | — | $92.14万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $93.17万 | 0.03% | 25,000 | 25,000 | — | $93.17万 | 新建仓 |
| FOXA | FOX CORP | $93.94万 | 0.03% | 18,010 | 18,010 | — | $93.94万 | 新建仓 |
| PLGO | PELAGOS INS CAP LTD | $95.27万 | 0.03% | 39,126 | 20,946 | 115.2% | $51.00万 | 加仓 |
| MARA | MARA HOLDINGS INC | $97.23万 | 0.03% | 70,000 | 45,660 | 187.6% | $63.42万 | 重新持有 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $98.33万 | 0.03% | 37,821 | 37,821 | — | $98.33万 | 新建仓 |
| BBY | BEST BUY INC | $98.46万 | 0.03% | 12,976 | 12,976 | — | $98.46万 | 新建仓 |
| CDE | COEUR MNG INC | $98.70万 | 0.03% | 60,477 | -49,732 | -45.1% | -$81.16万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $99.00万 | 0.03% | 18,000 | 5,000 | 38.5% | $27.50万 | 加仓 |
| NMIH | NMI HLDGS INC | $100.01万 | 0.03% | 24,339 | 8,584 | 54.5% | $35.27万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $100.02万 | 0.03% | 16,119 | 16,119 | — | $100.02万 | 新建仓 |
| ETSY | ETSY INC | $100.04万 | 0.03% | 13,280 | -3,536 | -21.0% | -$26.64万 | 减仓 |
| P | EVERPURE INC | $100.09万 | 0.03% | 12,704 | 4,291 | 51.0% | $33.81万 | 重新持有 |
| COR | CENCORA INC | $100.63万 | 0.03% | 3,556 | 3,556 | — | $100.63万 | 新建仓 |
| NOV | NOV INC | $100.72万 | 0.03% | 54,295 | 54,295 | — | $100.72万 | 新建仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $101.50万 | 0.03% | 20,000 | -55,000 | -73.3% | -$279.12万 | 减仓 |
| UUUU | ENERGY FUELS INC | $101.50万 | 0.03% | 70,000 | -205,000 | -74.5% | -$297.25万 | 重新持有 |
| VFC | V F CORP | $101.59万 | 0.03% | 60,903 | 45,048 | 284.1% | $75.14万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $101.77万 | 0.03% | 14,025 | 3,331 | 31.1% | $24.17万 | 加仓 |
| SONO | SONOS INC | $101.82万 | 0.03% | 75,252 | 27,880 | 58.9% | $37.72万 | 重新持有 |
| NESR | NATIONAL ENERGY SERVICES REU | $102.66万 | 0.03% | 34,300 | -145,700 | -80.9% | -$436.08万 | 重新持有 |
| IONQ | IONQ INC | $103.59万 | 0.03% | 19,450 | 19,450 | — | $103.59万 | 新建仓 |
| CCK | CROWN HLDGS INC | $103.66万 | 0.03% | 9,270 | -1,167 | -11.2% | -$13.05万 | 减仓 |
| EIX | EDISON INTL | $104.96万 | 0.03% | 14,098 | 5,818 | 70.3% | $43.32万 | 重新持有 |
| EBAY | EBAY INC. | $105.18万 | 0.03% | 9,412 | 6,262 | 198.8% | $69.98万 | 加仓 |
| BRKR | BRUKER CORP | $105.31万 | 0.03% | 17,500 | -87,449 | -83.3% | -$526.27万 | 减仓 |
| REAL | THE REALREAL INC | $105.62万 | 0.03% | 89,588 | 42,633 | 90.8% | $50.26万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $106.39万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $106.40万 | 0.03% | 20,986 | -163,077 | -88.6% | -$826.80万 | 减仓 |
| IOT | SAMSARA INC | $110.75万 | 0.03% | 34,150 | 23,314 | 215.2% | $75.61万 | 加仓 |
| PUMP | PROPETRO HLDG CORP 看涨期权 | $111.71万 | 0.03% | 77,900 | 77,900 | — | $111.71万 | 新建仓 |
| FTNT | FORTINET INC | $112.27万 | 0.03% | 7,308 | -1,233 | -14.4% | -$18.94万 | 重新持有 |
| AMBQ | AMBIQ MICRO INC | $113.32万 | 0.03% | 12,834 | 12,834 | — | $113.32万 | 新建仓 |
| AA | ALCOA CORP | $113.36万 | 0.03% | 21,742 | -48,807 | -69.2% | -$254.48万 | 减仓 |
| GBX | GREENBRIER COS INC | $115.62万 | 0.03% | 23,592 | 4,509 | 23.6% | $22.10万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $118.37万 | 0.03% | 4,476 | 4,476 | — | $118.37万 | 新建仓 |
| BALL | BALL CORP | $119.91万 | 0.03% | 19,216 | 10,146 | 111.9% | $63.31万 | 加仓 |
| MSOS | ADVISORSHARES TR | $120.43万 | 0.03% | 237,067 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $120.72万 | 0.03% | 19,309 | 19,309 | — | $120.72万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $120.95万 | 0.03% | 22,696 | 11,573 | 104.0% | $61.67万 | 加仓 |
| MOD | MODINE MFG CO | $121.04万 | 0.03% | 4,533 | -23,518 | -83.8% | -$627.98万 | 减仓 |
| LIFE | ETHOS TECHNOLOGIES INC | $121.16万 | 0.03% | 66,789 | 66,789 | — | $121.16万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $121.65万 | 0.03% | 150,000 | 110,000 | 275.0% | $89.21万 | 加仓 |
| ALAB | ASTERA LABS INC | $121.77万 | 0.03% | 2,521 | -573 | -18.5% | -$27.68万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $122.66万 | 0.03% | 35,318 | 25,089 | 245.3% | $87.13万 | 加仓 |
| MKSI | MKS INC. | $123.29万 | 0.03% | 2,772 | -9,517 | -77.4% | -$423.30万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $126.02万 | 0.03% | 11,273 | 11,273 | — | $126.02万 | 新建仓 |
| HUBS | HUBSPOT INC | $126.41万 | 0.03% | 6,926 | 5,055 | 270.2% | $92.26万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $128.13万 | 0.04% | 30,022 | -11,149 | -27.1% | -$47.58万 | 减仓 |
| INIO | INNIO NV | $128.54万 | 0.04% | 32,500 | 32,500 | — | $128.54万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $129.36万 | 0.04% | 35,000 | -5,000 | -12.5% | -$18.48万 | 重新持有 |
| LCII | LCI INDS | $131.04万 | 0.04% | 12,376 | 12,376 | — | $131.04万 | 新建仓 |
| CAVA | CAVA GROUP INC | $131.31万 | 0.04% | 16,732 | -2,416 | -12.6% | -$18.96万 | 减仓 |
| RGEN | REPLIGEN CORP | $132.51万 | 0.04% | 9,712 | 7,966 | 456.2% | $108.69万 | 加仓 |
| NUE | NUCOR CORP | $133.09万 | 0.04% | 5,975 | -11,731 | -66.3% | -$261.31万 | 重新持有 |
| YPF | YPF SOCIEDAD ANONIMA | $133.70万 | 0.04% | 29,403 | 29,403 | — | $133.70万 | 新建仓 |
| NOK | NOKIA CORP | $135.27万 | 0.04% | 101,860 | -377,782 | -78.8% | -$501.69万 | 减仓 |
| FISV | FISERV INC | $136.73万 | 0.04% | 27,876 | -113,543 | -80.3% | -$556.93万 | 重新持有 |
| MDT | MEDTRONIC PLC | $137.06万 | 0.04% | 17,520 | -22,480 | -56.2% | -$175.86万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $138.49万 | 0.04% | 26,934 | -60,148 | -69.1% | -$309.28万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $139.12万 | 0.04% | 16,000 | 16,000 | — | $139.12万 | 新建仓 |
| AII | AMERICAN INTEGRITY INS GROUP | $139.45万 | 0.04% | 74,058 | 74,058 | — | $139.45万 | 新建仓 |
| AMGN | AMGEN INC | $139.56万 | 0.04% | 3,854 | 3,854 | — | $139.56万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $139.96万 | 0.04% | 7,381 | -11,954 | -61.8% | -$226.67万 | 减仓 |
| USB | US BANCORP | $140.20万 | 0.04% | 23,212 | -90,944 | -79.7% | -$549.30万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $140.22万 | 0.04% | 27,085 | -17,170 | -38.8% | -$88.89万 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $140.42万 | 0.04% | 97,922 | -152,078 | -60.8% | -$218.08万 | 减仓 |
| MAT | MATTEL INC | $140.77万 | 0.04% | 101,422 | 101,422 | — | $140.77万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $140.98万 | 0.04% | 36,140 | 36,140 | — | $140.98万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC | $142.40万 | 0.04% | 180,945 | 180,945 | — | $142.40万 | 新建仓 |
| — | ARCOSA INC | $143.42万 | 0.04% | 9,871 | 9,871 | — | $143.42万 | 新建仓 |
| IAG | IAMGOLD CORP | $143.93万 | 0.04% | 90,862 | 7,201 | 8.6% | $11.41万 | 加仓 |
| WAB | WABTEC | $146.34万 | 0.04% | 5,428 | 5,428 | — | $146.34万 | 新建仓 |
| TGT | TARGET CORP | $147.18万 | 0.04% | 11,269 | 8,869 | 369.5% | $115.84万 | 加仓 |
| INTU | INTUIT | $147.60万 | 0.04% | 5,655 | 5,214 | 1,182.3% | $136.09万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $148.33万 | 0.04% | 3,289 | 1,017 | 44.8% | $45.86万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $149.30万 | 0.04% | 27,850 | 27,850 | — | $149.30万 | 新建仓 |