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 |
|---|---|---|---|---|---|---|---|---|
| NBIS | NEBIUS GROUP N.V. | $298.40万 | 0.08% | 10,805 | -56,575 | -84.0% | -$1,562.43万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $296.78万 | 0.08% | 28,354 | 15,605 | 122.4% | $163.34万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $296.21万 | 0.08% | 67,505 | -145,133 | -68.3% | -$636.84万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $291.82万 | 0.08% | 115,526 | 83,862 | 264.8% | $211.84万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $286.79万 | 0.08% | 58,243 | 47,292 | 431.9% | $232.87万 | 加仓 |
| OVV | OVINTIV INC | $286.62万 | 0.08% | 54,438 | -273,473 | -83.4% | -$1,439.84万 | 减仓 |
| TRS | TRIMAS CORP | $286.24万 | 0.08% | 63,566 | 54,866 | 630.6% | $247.06万 | 重新持有 |
| VNET | VNET GROUP INC | $285.11万 | 0.08% | 354,616 | 354,616 | — | $285.11万 | 新建仓 |
| SLG | SL GREEN RLTY CORP 看涨期权 | $284.74万 | 0.08% | 55,000 | 55,000 | — | $284.74万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $283.72万 | 0.08% | 2,458 | -10,011 | -80.3% | -$1,155.55万 | 减仓 |
| CSR | CENTERSPACE | $280.95万 | 0.08% | 50,000 | 17,500 | 53.8% | $98.33万 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $279.20万 | 0.08% | 100,000 | -35,000 | -25.9% | -$97.72万 | 减仓 |
| FLEX | FLEX LTD | $277.47万 | 0.08% | 17,120 | -1,316 | -7.1% | -$21.33万 | 重新持有 |
| SNPS | SYNOPSYS INC | $276.12万 | 0.08% | 6,190 | 5,271 | 573.6% | $235.12万 | 加仓 |
| SPGI | S&P GLOBAL INC | $272.05万 | 0.07% | 6,680 | 5,388 | 417.0% | $219.43万 | 加仓 |
| CXIIU | CHURCHILL CAP CORP XII | $270.00万 | 0.07% | 250,000 | 250,000 | — | $270.00万 | 新建仓 |
| AHRT | AH RLTY TR INC | $265.50万 | 0.07% | 375,000 | 375,000 | — | $265.50万 | 新建仓 |
| ABBV | ABBVIE INC | $258.43万 | 0.07% | 10,270 | 10,270 | — | $258.43万 | 新建仓 |
| NFLX | NETFLIX INC. | $257.92万 | 0.07% | 36,123 | -11,991 | -24.9% | -$85.62万 | 减仓 |
| LBRT | LIBERTY ENERGY INC | $257.85万 | 0.07% | 98,453 | -60,477 | -38.1% | -$158.39万 | 减仓 |
| DHR | DANAHER CORP DEL | $256.98万 | 0.07% | 13,491 | 6,413 | 90.6% | $122.15万 | 重新持有 |
| CVI | CVR ENERGY INC | $256.33万 | 0.07% | 93,074 | 93,074 | — | $256.33万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $256.06万 | 0.07% | 16,740 | -31,674 | -65.4% | -$484.49万 | 减仓 |
| BDC | BELDEN INC | $255.78万 | 0.07% | 21,331 | 21,331 | — | $255.78万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $255.22万 | 0.07% | 10,427 | 8,878 | 573.1% | $217.31万 | 加仓 |
| PSX | PHILLIPS 66 | $255.22万 | 0.07% | 15,097 | -52,403 | -77.6% | -$885.90万 | 减仓 |
| NWAX | NEW AMER ACQUISITION I CORP | $253.75万 | 0.07% | 250,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $251.32万 | 0.07% | 68,423 | -91,577 | -57.2% | -$336.36万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $250.52万 | 0.07% | 31,954 | 14,391 | 81.9% | $112.83万 | 加仓 |
| WLCOU | WILCO 63 CORP | $248.75万 | 0.07% | 250,000 | 250,000 | — | $248.75万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $247.68万 | 0.07% | 111,367 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $245.75万 | 0.07% | 58,359 | 24,660 | 73.2% | $103.84万 | 加仓 |
| UPST | UPSTART HLDGS INC | $244.62万 | 0.07% | 69,043 | 48,040 | 228.7% | $170.21万 | 重新持有 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $244.27万 | 0.07% | 448,204 | -174,730 | -28.0% | -$95.23万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $243.94万 | 0.07% | 5,874 | -3,994 | -40.5% | -$165.87万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $243.06万 | 0.07% | 7,842 | -16,756 | -68.1% | -$519.35万 | 减仓 |
| RACE | FERRARI N V | $242.77万 | 0.07% | 6,521 | 6,521 | — | $242.77万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $242.74万 | 0.07% | 21,942 | 10,794 | 96.8% | $119.41万 | 加仓 |
| SJM | SMUCKER J M CO | $242.73万 | 0.07% | 21,576 | 21,576 | — | $242.73万 | 新建仓 |
| MEOH | METHANEX CORP | $241.72万 | 0.07% | 52,377 | 52,377 | — | $241.72万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $241.54万 | 0.07% | 47,905 | 40,385 | 537.0% | $203.62万 | 重新持有 |
| JHX | JAMES HARDIE INDS PLC | $240.51万 | 0.07% | 91,866 | -127,979 | -58.2% | -$335.05万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $240.00万 | 0.07% | 2,487 | -7,635 | -75.4% | -$736.78万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $239.02万 | 0.07% | 5,206 | -21,109 | -80.2% | -$969.18万 | 重新持有 |
| VLY | VALLEY NATL BANCORP | $237.15万 | 0.06% | 161,874 | -14,910 | -8.4% | -$21.84万 | 减仓 |
| RDN | RADIAN GROUP INC | $236.33万 | 0.06% | 62,738 | -59,034 | -48.5% | -$222.38万 | 减仓 |
| WEX | WEX INC | $236.28万 | 0.06% | 16,747 | 8,641 | 106.6% | $121.92万 | 重新持有 |
| — | YUANBAO INC | $233.51万 | 0.06% | 153,224 | 60,666 | 65.5% | $92.45万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $232.88万 | 0.06% | 65,878 | 51,423 | 355.7% | $181.78万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $230.17万 | 0.06% | 4,591 | -2,301 | -33.4% | -$115.36万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $229.04万 | 0.06% | 10,360 | 10,360 | — | $229.04万 | 新建仓 |
| SMTC | SEMTECH CORP | $224.57万 | 0.06% | 13,875 | 13,875 | — | $224.57万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $222.96万 | 0.06% | 11,905 | 11,905 | — | $222.96万 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $221.42万 | 0.06% | 73,978 | -33,851 | -31.4% | -$101.32万 | 减仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $220.74万 | 0.06% | 122,909 | 122,909 | — | $220.74万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $220.44万 | 0.06% | 120,000 | 120,000 | — | $220.44万 | 新建仓 |
| AEXA | AMERICAN EXCEPTIONALISM ACQU | $218.67万 | 0.06% | 185,000 | -465,000 | -71.5% | -$549.63万 | 减仓 |
| ESNT | ESSENT GROUP LTD | $217.72万 | 0.06% | 33,870 | 18,445 | 119.6% | $118.56万 | 加仓 |
| FTI | TECHNIPFMC PLC | $216.73万 | 0.06% | 32,690 | 11,480 | 54.1% | $76.11万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $209.53万 | 0.06% | 88,748 | 25,094 | 39.4% | $59.25万 | 重新持有 |
| MIDD | MIDDLEBY CORP | $206.45万 | 0.06% | 12,002 | -15,998 | -57.1% | -$275.18万 | 重新持有 |
| TNGX | TANGO THERAPEUTICS INC | $206.32万 | 0.06% | 66,000 | 66,000 | — | $206.32万 | 新建仓 |
| WULF | TERAWULF INC | $205.76万 | 0.06% | 83,303 | 53,303 | 177.7% | $131.66万 | 加仓 |
| SUZ | SUZANO S A | $205.39万 | 0.06% | 264,675 | 195,052 | 280.2% | $151.36万 | 加仓 |
| CME | CME GROUP INC | $204.27万 | 0.06% | 9,250 | -27,288 | -74.7% | -$602.61万 | 重新持有 |
| APTV | APTIV PLC | $203.77万 | 0.06% | 33,198 | -2,813 | -7.8% | -$17.27万 | 减仓 |
| AMBA | AMBARELLA INC | $201.06万 | 0.05% | 23,433 | 23,433 | — | $201.06万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $199.96万 | 0.05% | 189,175 | -256,873 | -57.6% | -$271.51万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $199.57万 | 0.05% | 93,255 | -345,538 | -78.7% | -$739.45万 | 减仓 |
| FNV | FRANCO NEV CORP | $196.49万 | 0.05% | 9,429 | 9,429 | — | $196.49万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $195.64万 | 0.05% | 26,730 | 26,730 | — | $195.64万 | 新建仓 |
| PEB | PEBBLEBROOK HOTEL TR | $194.10万 | 0.05% | 100,000 | -85,000 | -45.9% | -$164.99万 | 减仓 |
| — | NAVIENT CORPORATION | $190.56万 | 0.05% | 223,928 | -179,322 | -44.5% | -$152.60万 | 减仓 |
| CVS | CVS HEALTH CORP | $187.44万 | 0.05% | 18,119 | -5,478 | -23.2% | -$56.67万 | 减仓 |
| — | CRINETICS PHARMACEUTICALS IN | $187.10万 | 0.05% | 50,000 | 50,000 | — | $187.10万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $187.00万 | 0.05% | 680,000 | 75,000 | 12.4% | $20.62万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $186.74万 | 0.05% | 3,446 | -54 | -1.5% | -$2.93万 | 重新持有 |
| MAGS | LISTED FDS TR | $184.55万 | 0.05% | 28,701 | 28,701 | — | $184.55万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $184.15万 | 0.05% | 43,741 | 43,741 | — | $184.15万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $183.02万 | 0.05% | 6,121 | 6,121 | — | $183.02万 | 新建仓 |
| PLUG | PLUG PWR INC | $182.93万 | 0.05% | 675,000 | 405,000 | 150.0% | $109.75万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $182.16万 | 0.05% | 25,707 | 25,707 | — | $182.16万 | 新建仓 |
| GSHD | GOOSEHEAD INS INC | $181.05万 | 0.05% | 37,329 | -82,974 | -69.0% | -$402.42万 | 重新持有 |
| UHAL | U HAUL HOLDING COMPANY | $180.23万 | 0.05% | 27,542 | -60,998 | -68.9% | -$399.17万 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $179.15万 | 0.05% | 112,889 | 67,889 | 150.9% | $107.74万 | 加仓 |
| METC | RAMACO RES INC | $178.60万 | 0.05% | 135,000 | 74,378 | 122.7% | $98.40万 | 加仓 |
| ROST | ROSS STORES INC | $177.33万 | 0.05% | 8,331 | -2,357 | -22.1% | -$50.17万 | 减仓 |
| SBUX | STARBUCKS CORP | $176.57万 | 0.05% | 17,279 | -1,443 | -7.7% | -$14.75万 | 减仓 |
| TRU | TRANSUNION | $174.33万 | 0.05% | 24,166 | -16,992 | -41.3% | -$122.58万 | 减仓 |
| — | PERCEPTIVE CAP SOLUTIONS COR | $174.08万 | 0.05% | 160,000 | 9,250 | 6.1% | $10.06万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $170.46万 | 0.05% | 176,097 | 176,097 | — | $170.46万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $169.91万 | 0.05% | 7,289 | 7,289 | — | $169.91万 | 新建仓 |
| ALLE | ALLEGION PLC | $168.94万 | 0.05% | 12,024 | -23,322 | -66.0% | -$327.67万 | 减仓 |
| TECK | TECK RESOURCES LTD | $167.81万 | 0.05% | 28,223 | -342,732 | -92.4% | -$2,037.88万 | 重新持有 |
| HTLD | HEARTLAND EXPRESS INC | $164.85万 | 0.05% | 108,311 | 108,311 | — | $164.85万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $164.77万 | 0.05% | 17,506 | 17,506 | — | $164.77万 | 新建仓 |
| GPC | GENUINE PARTS CO | $164.38万 | 0.04% | 13,933 | -12,994 | -48.3% | -$153.30万 | 减仓 |
| FIVE | FIVE BELOW INC | $163.93万 | 0.04% | 9,118 | 1,417 | 18.4% | $25.48万 | 加仓 |
| BIIB | BIOGEN INC | $162.04万 | 0.04% | 7,500 | -25,132 | -77.0% | -$543.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $161.39万 | 0.04% | 17,786 | 17,786 | — | $161.39万 | 新建仓 |