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 |
|---|---|---|---|---|---|---|---|---|
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -731,625 | -100.0% | -$2,281.21万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -74,709 | -100.0% | -$2,258.00万 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -126,163 | -100.0% | -$1,892.44万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -60,213 | -100.0% | -$1,727.27万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | -33,744 | -100.0% | -$1,634.19万 | 清仓 |
| RRC | RANGE RES CORP | $0 | 0.00% | 0 | -356,720 | -100.0% | -$1,611.66万 | 清仓 |
| BEAG | BOLD EAGLE ACQUISITION CORP | $0 | 0.00% | 0 | -1,300,000 | -100.0% | -$1,372.15万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -148,907 | -100.0% | -$1,297.13万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -136,811 | -100.0% | -$1,275.48万 | 清仓 |
| EQNR | EQUINOR ASA 看跌期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$1,266.00万 | 清仓 |
| FVAV | FORTRESS VALUE ACQU CORP V | $0 | 0.00% | 0 | -1,250,000 | -100.0% | -$1,253.75万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -158,582 | -100.0% | -$1,195.55万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -275,000 | -100.0% | -$1,167.10万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -97,945 | -100.0% | -$1,146.54万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -19,989 | -100.0% | -$1,125.98万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -228,300 | -100.0% | -$1,087.16万 | 清仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,022.00万 | 清仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,019.00万 | 清仓 |
| IEAG | INFINITE EAGLE ACQUISITION C | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$1,000.00万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -210,385 | -100.0% | -$976.19万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -16,395 | -100.0% | -$946.29万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -56,115 | -100.0% | -$919.95万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -356,751 | -100.0% | -$875.82万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -59,149 | -100.0% | -$801.23万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -84,204 | -100.0% | -$778.88万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -4,004 | -100.0% | -$766.39万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -42,851 | -100.0% | -$762.19万 | 清仓 |
| BTU | PEABODY ENGR CORP | $0 | 0.00% | 0 | -229,450 | -100.0% | -$756.04万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -675,000 | -100.0% | -$731.02万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -79,173 | -100.0% | -$730.53万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -37,067 | -100.0% | -$715.03万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -22,211 | -100.0% | -$713.86万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -376,514 | -100.0% | -$704.08万 | 清仓 |
| — | KRAKACQUISITION CORPORATION | $0 | 0.00% | 0 | -700,000 | -100.0% | -$700.70万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC | $0 | 0.00% | 0 | -77,000 | -100.0% | -$691.69万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -10,500 | -100.0% | -$682.86万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -62,079 | -100.0% | -$681.06万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -104,428 | -100.0% | -$674.71万 | 清仓 |
| ORI | OLD REP INTL CORP | $0 | 0.00% | 0 | -168,407 | -100.0% | -$671.94万 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -164,031 | -100.0% | -$660.88万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -66,153 | -100.0% | -$657.56万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -141,016 | -100.0% | -$654.60万 | 清仓 |
| UNM | UNUM GROUP 看涨期权 | $0 | 0.00% | 0 | -89,000 | -100.0% | -$649.97万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -19,943 | -100.0% | -$634.47万 | 清仓 |
| CNA | CNA FINL CORP | $0 | 0.00% | 0 | -137,749 | -100.0% | -$632.54万 | 清仓 |
| CNR | CORE NATURAL RESOURCES INC | $0 | 0.00% | 0 | -59,844 | -100.0% | -$626.75万 | 清仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $0 | 0.00% | 0 | -230,421 | -100.0% | -$620.75万 | 清仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$592.98万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -39,247 | -100.0% | -$589.29万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -70,766 | -100.0% | -$582.62万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -103,902 | -100.0% | -$578.21万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -76,110 | -100.0% | -$575.32万 | 清仓 |
| HTHT | H WORLD GROUP LTD | $0 | 0.00% | 0 | -108,766 | -100.0% | -$546.98万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -23,164 | -100.0% | -$540.32万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -81,225 | -100.0% | -$539.98万 | 清仓 |
| RYN | RAYONIER INC | $0 | 0.00% | 0 | -258,808 | -100.0% | -$533.66万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -7,911 | -100.0% | -$514.48万 | 清仓 |
| BNS | BANK NOVA SCOTIA B C | $0 | 0.00% | 0 | -73,123 | -100.0% | -$506.20万 | 清仓 |
| BCSS | BAIN CAP GSS INVT CORP | $0 | 0.00% | 0 | -500,000 | -100.0% | -$505.59万 | 清仓 |
| — | BLEICHROEDER ACQUISITI CORP | $0 | 0.00% | 0 | -500,000 | -100.0% | -$501.00万 | 清仓 |
| — | ARCHIMEDES TECH SPAC PTNRS I | $0 | 0.00% | 0 | -500,000 | -100.0% | -$500.00万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -35,172 | -100.0% | -$490.19万 | 清仓 |
| EGP | EASTGROUP PPTYS INC | $0 | 0.00% | 0 | -25,190 | -100.0% | -$466.23万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -67,484 | -100.0% | -$438.24万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -13,415 | -100.0% | -$430.02万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -162,550 | -100.0% | -$420.68万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -24,208 | -100.0% | -$418.02万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $0 | 0.00% | 0 | -65,500 | -100.0% | -$411.01万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -34,587 | -100.0% | -$404.91万 | 清仓 |
| — | DIREXION SHARES ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -1,200,000 | -100.0% | -$398.60万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -124,367 | -100.0% | -$398.10万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -352,661 | -100.0% | -$397.80万 | 清仓 |
| MAC | MACERICH CO | $0 | 0.00% | 0 | -200,832 | -100.0% | -$379.57万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -40,338 | -100.0% | -$372.20万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -78,529 | -100.0% | -$368.38万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -108,743 | -100.0% | -$366.90万 | 清仓 |
| SPXC | SPX TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,966 | -100.0% | -$359.21万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -71,151 | -100.0% | -$347.07万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -21,355 | -100.0% | -$342.34万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -22,124 | -100.0% | -$338.72万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -36,282 | -100.0% | -$334.23万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -63,000 | -100.0% | -$332.14万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -11,241 | -100.0% | -$315.00万 | 清仓 |
| DEI | DOUGLAS EMMETT INC | $0 | 0.00% | 0 | -316,186 | -100.0% | -$297.85万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -8,223 | -100.0% | -$292.89万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -47,372 | -100.0% | -$279.31万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -9,101 | -100.0% | -$270.52万 | 清仓 |
| KRE | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$260.60万 | 清仓 |
| CF | CF INDUSTRIES HOLD 看跌期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$259.68万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -42,245 | -100.0% | -$256.22万 | 清仓 |
| — | PROSHARES TR II 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$249.60万 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -5,063 | -100.0% | -$248.44万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -18,000 | -100.0% | -$230.17万 | 清仓 |
| BNTX | BIONTECH SE | $0 | 0.00% | 0 | -25,000 | -100.0% | -$222.20万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -23,202 | -100.0% | -$219.44万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -160,000 | -100.0% | -$209.92万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -3,258 | -100.0% | -$206.99万 | 清仓 |
| TROX | TRONOX HOLDINGS PLC | $0 | 0.00% | 0 | -210,591 | -100.0% | -$205.75万 | 清仓 |
| AGLT | CHURCHILL CAP CORP XI | $0 | 0.00% | 0 | -200,000 | -100.0% | -$203.20万 | 清仓 |
| STT | STATE STR CORP 看跌期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$202.50万 | 清仓 |