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 |
|---|---|---|---|---|---|---|---|---|
| — | 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 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -10,521 | -100.0% | -$50.93万 | 清仓 |
| RELY | REMITLY GLOBAL INC | $0 | 0.00% | 0 | -32,214 | -100.0% | -$50.48万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -3,479 | -100.0% | -$49.70万 | 清仓 |
| ASIX | ADVANSIX INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$48.80万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -1,226 | -100.0% | -$48.32万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -30,676 | -100.0% | -$48.22万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -3,018 | -100.0% | -$48.20万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -1,777 | -100.0% | -$48.07万 | 清仓 |
| PTON | PELOTON INTERACTIVE INC | $0 | 0.00% | 0 | -111,318 | -100.0% | -$47.76万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -5,162 | -100.0% | -$47.65万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -859 | -100.0% | -$46.30万 | 清仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $0 | 0.00% | 0 | -25,000 | -100.0% | -$45.92万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -18,007 | -100.0% | -$45.74万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -11,063 | -100.0% | -$45.41万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -13,241 | -100.0% | -$44.40万 | 清仓 |
| LZ | LEGALZOOM COM INC | $0 | 0.00% | 0 | -78,280 | -100.0% | -$44.38万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -4,918 | -100.0% | -$44.31万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -15,463 | -100.0% | -$44.10万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -20,000 | -100.0% | -$44.06万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -1,719 | -100.0% | -$43.63万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -19,766 | -100.0% | -$43.37万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -9,935 | -100.0% | -$40.74万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -7,188 | -100.0% | -$40.27万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -2,719 | -100.0% | -$38.94万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -3,439 | -100.0% | -$38.32万 | 清仓 |
| THRM | GENTHERM INC | $0 | 0.00% | 0 | -13,491 | -100.0% | -$37.48万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -485 | -100.0% | -$37.47万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,970 | -100.0% | -$37.32万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -45,148 | -100.0% | -$36.80万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -2,563 | -100.0% | -$35.77万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -26,501 | -100.0% | -$35.46万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -14,897 | -100.0% | -$35.22万 | 清仓 |
| IEX | IDEX CORP | $0 | 0.00% | 0 | -1,856 | -100.0% | -$35.18万 | 清仓 |
| CI | THE CIGNA GROUP 看跌期权 | $0 | 0.00% | 0 | -1,300 | -100.0% | -$34.68万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,228 | -100.0% | -$34.67万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -476 | -100.0% | -$34.65万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,712 | -100.0% | -$34.64万 | 清仓 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | -20,799 | -100.0% | -$34.21万 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -50,000 | -100.0% | -$33.40万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -23,238 | -100.0% | -$33.39万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -4,982 | -100.0% | -$33.38万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -2,732 | -100.0% | -$33.20万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -4,986 | -100.0% | -$32.90万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,682 | -100.0% | -$32.26万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -3,454 | -100.0% | -$32.22万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -2,223 | -100.0% | -$31.88万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -14,419 | -100.0% | -$31.87万 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -12,099 | -100.0% | -$31.55万 | 清仓 |
| AMZN | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -1,500 | -100.0% | -$31.24万 | 清仓 |
| OR | OR ROYALTIES INC. | $0 | 0.00% | 0 | -8,190 | -100.0% | -$31.14万 | 清仓 |
| SEB | SEABOARD CORP DEL | $0 | 0.00% | 0 | -55 | -100.0% | -$31.10万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -24,424 | -100.0% | -$30.92万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -1,060 | -100.0% | -$29.79万 | 清仓 |
| BTG | B2GOLD CORP | $0 | 0.00% | 0 | -62,661 | -100.0% | -$28.39万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -47,340 | -100.0% | -$28.36万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -1,695 | -100.0% | -$27.79万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,918 | -100.0% | -$27.70万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -17,118 | -100.0% | -$27.23万 | 清仓 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -20,101 | -100.0% | -$25.79万 | 清仓 |
| BKV | BKV CORP | $0 | 0.00% | 0 | -8,987 | -100.0% | -$25.63万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -3,148 | -100.0% | -$25.21万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -5,173 | -100.0% | -$25.05万 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -5,610 | -100.0% | -$24.99万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -620 | -100.0% | -$24.77万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -7,290 | -100.0% | -$24.75万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$24.25万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -8,550 | -100.0% | -$24.01万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,100 | -100.0% | -$23.82万 | 清仓 |
| AMRC | AMERESCO INC | $0 | 0.00% | 0 | -9,265 | -100.0% | -$23.63万 | 清仓 |
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -12,970 | -100.0% | -$23.61万 | 清仓 |
| LOAR | LOAR HOLDINGS INC | $0 | 0.00% | 0 | -4,101 | -100.0% | -$23.49万 | 清仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | -700 | -100.0% | -$23.14万 | 清仓 |
| AOS | SMITH A O CORP 看跌期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$23.08万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,287 | -100.0% | -$23.06万 | 清仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $0 | 0.00% | 0 | -11,991 | -100.0% | -$22.73万 | 清仓 |
| KRMN | KARMAN HLDGS INC | $0 | 0.00% | 0 | -2,830 | -100.0% | -$22.65万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -7,997 | -100.0% | -$22.15万 | 清仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $0 | 0.00% | 0 | -7,416 | -100.0% | -$22.12万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,336 | -100.0% | -$22.02万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -773 | -100.0% | -$21.93万 | 清仓 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -3,670 | -100.0% | -$21.87万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -628 | -100.0% | -$21.55万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -1,009 | -100.0% | -$21.30万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -438 | -100.0% | -$21.03万 | 清仓 |
| — | PERIMETER ACQUISITION CORP I | $0 | 0.00% | 0 | -299,600 | -100.0% | -$20.67万 | 清仓 |
| BHP | BHP BILLITON LIMITED | $0 | 0.00% | 0 | -2,808 | -100.0% | -$20.43万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -18,380 | -100.0% | -$20.31万 | 清仓 |
| ARDX | ARDELYX INC | $0 | 0.00% | 0 | -33,706 | -100.0% | -$20.19万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,612 | -100.0% | -$20.09万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -23,098 | -100.0% | -$17.14万 | 清仓 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | -12,469 | -100.0% | -$15.91万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -27,427 | -100.0% | -$15.30万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -19,466 | -100.0% | -$15.26万 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -16,230 | -100.0% | -$15.26万 | 清仓 |
| GCMG | GCM GROSVENOR INC | $0 | 0.00% | 0 | -12,182 | -100.0% | -$11.94万 | 清仓 |
| COUR | COURSERA INC | $0 | 0.00% | 0 | -20,477 | -100.0% | -$11.92万 | 清仓 |
| — | EQV VENTURES AC CORP. II | $0 | 0.00% | 0 | -325,000 | -100.0% | -$9.75万 | 清仓 |