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 |
|---|---|---|---|---|---|---|---|---|
| AMRZ | AMRIZE LTD | $40.27万 | 0.01% | 7,188 | -32,883 | -82.1% | -$184.22万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $40.74万 | 0.01% | 9,935 | -966 | -8.9% | -$3.96万 | 减仓 |
| FLS | FLOWSERVE CORP | $41.12万 | 0.01% | 5,594 | -8,208 | -59.5% | -$60.34万 | 减仓 |
| NP | NEPTUNE INS HLDGS INC | $41.38万 | 0.01% | 17,107 | -15,180 | -47.0% | -$36.72万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $41.41万 | 0.01% | 10,951 | 10,951 | — | $41.41万 | 新建仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $41.48万 | 0.01% | 11,123 | 7,253 | 187.4% | $27.05万 | 加仓 |
| EVRG | EVERGY INC | $41.84万 | 0.01% | 5,108 | -4,340 | -45.9% | -$35.55万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $41.89万 | 0.01% | 5,684 | -510 | -8.2% | -$3.76万 | 减仓 |
| WULF | TERAWULF INC | $43.29万 | 0.02% | 30,000 | -35,000 | -53.8% | -$50.51万 | 减仓 |
| U | UNITY SOFTWARE INC | $43.37万 | 0.02% | 19,766 | -46,589 | -70.2% | -$102.22万 | 减仓 |
| AAPL | APPLE INC | $43.63万 | 0.02% | 1,719 | 1,719 | — | $43.63万 | 新建仓 |
| TE | T1 ENERGY INC | $43.90万 | 0.02% | 100,000 | 100,000 | — | $43.90万 | 新建仓 |
| CC | CHEMOURS CO | $44.06万 | 0.02% | 20,000 | -64,159 | -76.2% | -$141.34万 | 减仓 |
| CNK | CINEMARK HLDGS INC | $44.10万 | 0.02% | 15,463 | 15,463 | — | $44.10万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $44.31万 | 0.02% | 4,918 | 4,918 | — | $44.31万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $44.38万 | 0.02% | 78,280 | 78,280 | — | $44.38万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $44.40万 | 0.02% | 13,241 | 13,241 | — | $44.40万 | 新建仓 |
| URG | UR-ENERGY INC | $44.70万 | 0.02% | 300,000 | 62,400 | 26.3% | $9.30万 | 加仓 |
| CSX | CSX CORP | $45.41万 | 0.02% | 11,063 | -736,569 | -98.5% | -$3,023.61万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $45.74万 | 0.02% | 18,007 | 597 | 3.4% | $1.52万 | 加仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $45.92万 | 0.02% | 25,000 | 25,000 | — | $45.92万 | 新建仓 |
| MSCI | MSCI INC | $46.30万 | 0.02% | 859 | 859 | — | $46.30万 | 新建仓 |
| GOOGL | ALPHABET INC | $46.56万 | 0.02% | 1,619 | 1,619 | — | $46.56万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.65万 | 0.02% | 5,162 | 5,162 | — | $47.65万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $47.76万 | 0.02% | 111,318 | 87,318 | 363.8% | $37.46万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $48.07万 | 0.02% | 1,777 | -4,163 | -70.1% | -$112.61万 | 减仓 |
| TJX | TJX COS INC NEW | $48.20万 | 0.02% | 3,018 | 1,258 | 71.5% | $20.09万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $48.22万 | 0.02% | 30,676 | 30,676 | — | $48.22万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $48.32万 | 0.02% | 1,226 | 1,226 | — | $48.32万 | 新建仓 |
| CCI | CROWN CASTLE INC | $48.79万 | 0.02% | 6,000 | 6,000 | — | $48.79万 | 新建仓 |
| ASIX | ADVANSIX INC | $48.80万 | 0.02% | 20,000 | 20,000 | — | $48.80万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $49.70万 | 0.02% | 3,479 | 3,479 | — | $49.70万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $50.15万 | 0.02% | 3,828 | 3,828 | — | $50.15万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $50.48万 | 0.02% | 32,214 | -14,903 | -31.6% | -$23.35万 | 减仓 |
| YOU | CLEAR SECURE INC | $50.93万 | 0.02% | 10,521 | -5,692 | -35.1% | -$27.55万 | 减仓 |
| JBL | JABIL INC | $50.97万 | 0.02% | 1,919 | -222 | -10.4% | -$5.90万 | 减仓 |
| BILL | BILL HOLDINGS INC | $51.02万 | 0.02% | 13,322 | 13,322 | — | $51.02万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $51.19万 | 0.02% | 16,994 | 16,994 | — | $51.19万 | 新建仓 |
| — | RE/MAX HLDGS INC | $51.30万 | 0.02% | 89,063 | 89,063 | — | $51.30万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $51.63万 | 0.02% | 44,578 | 876 | 2.0% | $1.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.71万 | 0.02% | 1,530 | -26,402 | -94.5% | -$892.25万 | 减仓 |
| LXU | LSB INDS INC | $52.15万 | 0.02% | 35,000 | 35,000 | — | $52.15万 | 新建仓 |
| PENN | PENN ENTERTAINMENT INC | $52.22万 | 0.02% | 34,745 | -64,780 | -65.1% | -$97.36万 | 重新持有 |
| BALL | BALL CORP | $53.61万 | 0.02% | 9,070 | -125,627 | -93.3% | -$742.58万 | 减仓 |
| NEXT | NEXTDECADE CORP | $53.62万 | 0.02% | 70,000 | 70,000 | — | $53.62万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $53.74万 | 0.02% | 58,862 | 37,752 | 178.8% | $34.47万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $53.88万 | 0.02% | 20,387 | 20,387 | — | $53.88万 | 新建仓 |
| G | GENPACT LIMITED | $53.96万 | 0.02% | 14,487 | 126 | 0.9% | $4,694 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $54.58万 | 0.02% | 14,728 | -29,186 | -66.5% | -$108.16万 | 减仓 |
| SPGI | S&P GLOBAL INC | $54.95万 | 0.02% | 1,292 | 1,292 | — | $54.95万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $55.68万 | 0.02% | 8,027 | 8,027 | — | $55.68万 | 新建仓 |
| ARMK | ARAMARK | $55.88万 | 0.02% | 13,785 | 13,785 | — | $55.88万 | 新建仓 |
| GNTX | GENTEX CORP | $56.20万 | 0.02% | 25,722 | 25,722 | — | $56.20万 | 新建仓 |
| WMB | WILLIAMS COS INC | $56.81万 | 0.02% | 7,806 | 2,777 | 55.2% | $20.21万 | 加仓 |
| RDDT | REDDIT INC | $57.86万 | 0.02% | 4,297 | -1,167 | -21.4% | -$15.71万 | 减仓 |
| AAT | AMERICAN ASSETS TR INC | $57.89万 | 0.02% | 31,447 | 31,447 | — | $57.89万 | 新建仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $58.94万 | 0.02% | 27,828 | 27,828 | — | $58.94万 | 新建仓 |
| GLW | CORNING INC | $59.07万 | 0.02% | 4,344 | -3,930 | -47.5% | -$53.44万 | 减仓 |
| NMIH | NMI HLDGS INC | $59.10万 | 0.02% | 15,755 | -138,880 | -89.8% | -$520.94万 | 减仓 |
| TPG | TPG INC | $60.43万 | 0.02% | 14,917 | -29,819 | -66.7% | -$120.80万 | 减仓 |
| USAR | USA RARE EARTH INC | $60.54万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $60.64万 | 0.02% | 2,115 | 2,115 | — | $60.64万 | 新建仓 |
| PLUG | PLUG PWR INC | $61.02万 | 0.02% | 270,000 | -695,000 | -72.0% | -$157.07万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $61.27万 | 0.02% | 1,329 | -2,097 | -61.2% | -$96.67万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $61.61万 | 0.02% | 5,364 | -1,713 | -24.2% | -$19.67万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $61.72万 | 0.02% | 34,773 | 34,773 | — | $61.72万 | 新建仓 |
| DDS | DILLARDS INC | $62.13万 | 0.02% | 1,086 | 1,086 | — | $62.13万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $62.74万 | 0.02% | 16,037 | 16,037 | — | $62.74万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $63.04万 | 0.02% | 7,825 | -3,935 | -33.5% | -$31.70万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $63.91万 | 0.02% | 13,000 | -2,000 | -13.3% | -$9.83万 | 减仓 |
| DCH | DAUCH CORP | $64.00万 | 0.02% | 107,919 | -88,172 | -45.0% | -$52.29万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $64.93万 | 0.02% | 18,301 | -611,097 | -97.1% | -$2,168.17万 | 减仓 |
| MBC | MASTERBRAND INC | $64.96万 | 0.02% | 78,168 | -418,911 | -84.3% | -$348.11万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $65.68万 | 0.02% | 62,674 | 62,674 | — | $65.68万 | 新建仓 |
| OEC | ORION S.A. | $66.07万 | 0.02% | 101,648 | -522,893 | -83.7% | -$339.88万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $66.43万 | 0.02% | 3,596 | 2,142 | 147.3% | $39.57万 | 加仓 |
| COCO | VITA COCO CO INC | $66.67万 | 0.02% | 13,916 | 6,791 | 95.3% | $32.54万 | 加仓 |
| MDB | MONGODB INC | $67.53万 | 0.02% | 2,759 | 2,058 | 293.6% | $50.37万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $67.59万 | 0.02% | 755 | 440 | 139.7% | $39.39万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $68.46万 | 0.02% | 31,664 | -47,388 | -59.9% | -$102.45万 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $68.79万 | 0.02% | 98,982 | 70,727 | 250.3% | $49.16万 | 加仓 |
| NEM | NEWMONT CORP | $68.97万 | 0.02% | 6,371 | 3,076 | 93.4% | $33.30万 | 重新持有 |
| CPRI | CAPRI HOLDINGS LIMITED | $69.66万 | 0.02% | 39,533 | 39,533 | — | $69.66万 | 新建仓 |
| SUZ | SUZANO S A | $69.69万 | 0.02% | 69,623 | 69,623 | — | $69.69万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $69.73万 | 0.02% | 370 | 370 | — | $69.73万 | 新建仓 |
| APPF | APPFOLIO INC | $69.80万 | 0.02% | 4,423 | 4,423 | — | $69.80万 | 新建仓 |
| XP | XP INC | $70.27万 | 0.02% | 36,909 | 25,831 | 233.2% | $49.18万 | 加仓 |
| — | PROASSURANCE CORP | $70.44万 | 0.02% | 28,494 | -73,357 | -72.0% | -$181.34万 | 减仓 |
| CTAS | CINTAS CORP | $70.58万 | 0.02% | 4,173 | 1,920 | 85.2% | $32.47万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $70.61万 | 0.02% | 5,291 | 5,291 | — | $70.61万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $71.05万 | 0.02% | 108,800 | -20,000 | -15.5% | -$13.06万 | 减仓 |
| WIX | WIX COM LTD | $71.43万 | 0.02% | 7,930 | 7,930 | — | $71.43万 | 新建仓 |
| NOW | SERVICENOW INC | $71.70万 | 0.02% | 6,858 | 1,160 | 20.4% | $12.13万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.72万 | 0.02% | 2,450 | 1,769 | 259.8% | $51.79万 | 加仓 |
| GPN | GLOBAL PMTS INC | $71.97万 | 0.03% | 10,694 | 10,694 | — | $71.97万 | 新建仓 |
| LFUS | LITTELFUSE INC | $72.38万 | 0.03% | 2,133 | 133 | 6.7% | $4.51万 | 重新持有 |
| NOG | NORTHERN OIL & GAS INC | $73.08万 | 0.03% | 25,000 | -45,000 | -64.3% | -$131.53万 | 重新持有 |
| POR | PORTLAND GEN ELEC CO | $74.63万 | 0.03% | 14,143 | 14,143 | — | $74.63万 | 新建仓 |
| VLTO | VERALTO CORP | $76.56万 | 0.03% | 8,659 | -37,983 | -81.4% | -$335.85万 | 减仓 |
| BE | BLOOM ENERGY CORP | $77.02万 | 0.03% | 5,685 | 5,685 | — | $77.02万 | 新建仓 |