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 |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | $112.63万 | 0.04% | 6,250 | -30,157 | -82.8% | -$543.46万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $112.27万 | 0.04% | 4,639 | -82,951 | -94.7% | -$2,007.49万 | 减仓 |
| H | HYATT HOTELS CORP | $112.17万 | 0.04% | 7,801 | -189,995 | -96.1% | -$2,731.94万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $111.99万 | 0.04% | 13,231 | 13,231 | — | $111.99万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $111.51万 | 0.04% | 24,043 | 24,043 | — | $111.51万 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $110.75万 | 0.04% | 82,775 | 82,775 | — | $110.75万 | 新建仓 |
| TWFG | TWFG INC | $110.17万 | 0.04% | 59,909 | 59,909 | — | $110.17万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.94万 | 0.04% | 4,063 | -2,228 | -35.4% | -$60.29万 | 减仓 |
| ADT | ADT INC DEL | $107.12万 | 0.04% | 163,047 | 163,047 | — | $107.12万 | 新建仓 |
| PPL | PPL CORP | $106.82万 | 0.04% | 27,963 | 11,287 | 67.7% | $43.12万 | 加仓 |
| OLN | OLIN CORP | $105.85万 | 0.04% | 35,603 | -59,329 | -62.5% | -$176.39万 | 重新持有 |
| CSTM | CONSTELLIUM SE | $104.89万 | 0.04% | 42,672 | -96,568 | -69.4% | -$237.36万 | 减仓 |
| CCK | CROWN HLDGS INC | $104.63万 | 0.04% | 10,437 | -7,277 | -41.1% | -$72.95万 | 减仓 |
| KGC | KINROSS GOLD CORP | $104.03万 | 0.04% | 34,087 | 34,087 | — | $104.03万 | 新建仓 |
| DTE | DTE ENERGY CO | $104.02万 | 0.04% | 7,114 | 7,114 | — | $104.02万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $103.02万 | 0.04% | 14,161 | -5,209 | -26.9% | -$37.90万 | 减仓 |
| GBX | GREENBRIER COS INC | $100.47万 | 0.03% | 19,083 | -4,139 | -17.8% | -$21.79万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $100.41万 | 0.03% | 10,313 | 10,313 | — | $100.41万 | 新建仓 |
| SLM | SLM CORP | $100.40万 | 0.03% | 46,893 | -80,568 | -63.2% | -$172.50万 | 重新持有 |
| AGI | ALAMOS GOLD INC | $99.75万 | 0.03% | 22,450 | 22,450 | — | $99.75万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $99.59万 | 0.03% | 11,460 | 11,460 | — | $99.59万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $99.40万 | 0.03% | 140,988 | 140,988 | — | $99.40万 | 新建仓 |
| CPRT | COPART INC | $97.81万 | 0.03% | 29,460 | 18,350 | 165.2% | $60.92万 | 加仓 |
| — | AMERICAN RES CORP | $96.80万 | 0.03% | 400,000 | 368,320 | 1,162.6% | $89.13万 | 加仓 |
| — | QORVO INC | $96.73万 | 0.03% | 12,497 | -3,939 | -24.0% | -$30.49万 | 减仓 |
| HSY | HERSHEY CO | $96.09万 | 0.03% | 4,622 | -24,265 | -84.0% | -$504.45万 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $95.96万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $93.72万 | 0.03% | 60,622 | -39,378 | -39.4% | -$60.88万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $93.68万 | 0.03% | 12,749 | 4,005 | 45.8% | $29.43万 | 加仓 |
| KVUE | KENVUE INC | $93.34万 | 0.03% | 54,142 | -75,372 | -58.2% | -$129.94万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $92.05万 | 0.03% | 3,450 | 650 | 23.2% | $17.34万 | 重新持有 |
| CMI | CUMMINS INC | $92.00万 | 0.03% | 1,710 | 389 | 29.4% | $20.93万 | 重新持有 |
| MPWR | MONOLITHIC PWR SYS INC | $91.62万 | 0.03% | 838 | 838 | — | $91.62万 | 新建仓 |
| ESNT | ESSENT GROUP LTD | $90.14万 | 0.03% | 15,425 | -370 | -2.3% | -$2.16万 | 重新持有 |
| DOCU | DOCUSIGN INC | $89.58万 | 0.03% | 18,894 | 18,894 | — | $89.58万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $88.84万 | 0.03% | 31,603 | 31,603 | — | $88.84万 | 新建仓 |
| HLF | HERBALIFE LTD | $88.09万 | 0.03% | 59,842 | 1,847 | 3.2% | $2.72万 | 加仓 |
| CWH | CAMPING WORLD HLDGS INC | $86.41万 | 0.03% | 126,513 | -66,298 | -34.4% | -$45.28万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $85.61万 | 0.03% | 25,633 | 7,312 | 39.9% | $24.42万 | 加仓 |
| NWSA | NEWS CORP NEW | $85.20万 | 0.03% | 34,174 | -29,799 | -46.6% | -$74.29万 | 减仓 |
| MSOS | ADVISORSHARES TR | $84.16万 | 0.03% | 237,067 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $84.05万 | 0.03% | 16,816 | 16,816 | — | $84.05万 | 新建仓 |
| CNC | CENTENE CORP DEL | $83.40万 | 0.03% | 25,473 | -16,265 | -39.0% | -$53.25万 | 减仓 |
| DVA | DAVITA INC | $83.35万 | 0.03% | 5,423 | 5,423 | — | $83.35万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $83.13万 | 0.03% | 3,977 | 3,977 | — | $83.13万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $82.25万 | 0.03% | 21,106 | 21,106 | — | $82.25万 | 新建仓 |
| MNDY | MONDAY COM LTD | $80.59万 | 0.03% | 11,661 | 11,661 | — | $80.59万 | 新建仓 |
| SCI | SERVICE CORP INTL | $79.78万 | 0.03% | 9,670 | 5,070 | 110.2% | $41.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $79.16万 | 0.03% | 8,523 | 8,523 | — | $79.16万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $78.97万 | 0.03% | 2,427 | -1,994 | -45.1% | -$64.88万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $78.55万 | 0.03% | 9,693 | 9,693 | — | $78.55万 | 新建仓 |
| DOW | DOW HLDGS INC | $77.56万 | 0.03% | 18,621 | -107,588 | -85.2% | -$448.12万 | 减仓 |
| BE | BLOOM ENERGY CORP | $77.02万 | 0.03% | 5,685 | 5,685 | — | $77.02万 | 新建仓 |
| VLTO | VERALTO CORP | $76.56万 | 0.03% | 8,659 | -37,983 | -81.4% | -$335.85万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $74.63万 | 0.03% | 14,143 | 14,143 | — | $74.63万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $73.08万 | 0.03% | 25,000 | -45,000 | -64.3% | -$131.53万 | 重新持有 |
| LFUS | LITTELFUSE INC | $72.38万 | 0.03% | 2,133 | 133 | 6.7% | $4.51万 | 重新持有 |
| GPN | GLOBAL PMTS INC | $71.97万 | 0.03% | 10,694 | 10,694 | — | $71.97万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $71.72万 | 0.02% | 2,450 | 1,769 | 259.8% | $51.79万 | 加仓 |
| NOW | SERVICENOW INC | $71.70万 | 0.02% | 6,858 | 1,160 | 20.4% | $12.13万 | 加仓 |
| WIX | WIX COM LTD | $71.43万 | 0.02% | 7,930 | 7,930 | — | $71.43万 | 新建仓 |
| FCEL | FUELCELL ENERGY INC | $71.05万 | 0.02% | 108,800 | -20,000 | -15.5% | -$13.06万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $70.61万 | 0.02% | 5,291 | 5,291 | — | $70.61万 | 新建仓 |
| CTAS | CINTAS CORP | $70.58万 | 0.02% | 4,173 | 1,920 | 85.2% | $32.47万 | 加仓 |
| — | PROASSURANCE CORP | $70.44万 | 0.02% | 28,494 | -73,357 | -72.0% | -$181.34万 | 减仓 |
| XP | XP INC | $70.27万 | 0.02% | 36,909 | 25,831 | 233.2% | $49.18万 | 加仓 |
| APPF | APPFOLIO INC | $69.80万 | 0.02% | 4,423 | 4,423 | — | $69.80万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $69.73万 | 0.02% | 370 | 370 | — | $69.73万 | 新建仓 |
| SUZ | SUZANO S A | $69.69万 | 0.02% | 69,623 | 69,623 | — | $69.69万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $69.66万 | 0.02% | 39,533 | 39,533 | — | $69.66万 | 新建仓 |
| NEM | NEWMONT CORP | $68.97万 | 0.02% | 6,371 | 3,076 | 93.4% | $33.30万 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $68.79万 | 0.02% | 98,982 | 70,727 | 250.3% | $49.16万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $68.46万 | 0.02% | 31,664 | -47,388 | -59.9% | -$102.45万 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $67.59万 | 0.02% | 755 | 440 | 139.7% | $39.39万 | 加仓 |
| MDB | MONGODB INC | $67.53万 | 0.02% | 2,759 | 2,058 | 293.6% | $50.37万 | 加仓 |
| COCO | VITA COCO CO INC | $66.67万 | 0.02% | 13,916 | 6,791 | 95.3% | $32.54万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $66.43万 | 0.02% | 3,596 | 2,142 | 147.3% | $39.57万 | 加仓 |
| OEC | ORION S.A. | $66.07万 | 0.02% | 101,648 | -522,893 | -83.7% | -$339.88万 | 减仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $65.68万 | 0.02% | 62,674 | 62,674 | — | $65.68万 | 新建仓 |
| MBC | MASTERBRAND INC | $64.96万 | 0.02% | 78,168 | -418,911 | -84.3% | -$348.11万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $64.93万 | 0.02% | 18,301 | -611,097 | -97.1% | -$2,168.17万 | 减仓 |
| DCH | DAUCH CORP | $64.00万 | 0.02% | 107,919 | -88,172 | -45.0% | -$52.29万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $63.91万 | 0.02% | 13,000 | -2,000 | -13.3% | -$9.83万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $63.04万 | 0.02% | 7,825 | -3,935 | -33.5% | -$31.70万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $62.74万 | 0.02% | 16,037 | 16,037 | — | $62.74万 | 新建仓 |
| DDS | DILLARDS INC | $62.13万 | 0.02% | 1,086 | 1,086 | — | $62.13万 | 新建仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $61.72万 | 0.02% | 34,773 | 34,773 | — | $61.72万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $61.61万 | 0.02% | 5,364 | -1,713 | -24.2% | -$19.67万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $61.27万 | 0.02% | 1,329 | -2,097 | -61.2% | -$96.67万 | 减仓 |
| PLUG | PLUG PWR INC | $61.02万 | 0.02% | 270,000 | -695,000 | -72.0% | -$157.07万 | 减仓 |
| CLH | CLEAN HARBORS INC | $60.64万 | 0.02% | 2,115 | 2,115 | — | $60.64万 | 新建仓 |
| USAR | USA RARE EARTH INC | $60.54万 | 0.02% | 40,000 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $60.43万 | 0.02% | 14,917 | -29,819 | -66.7% | -$120.80万 | 减仓 |
| NMIH | NMI HLDGS INC | $59.10万 | 0.02% | 15,755 | -138,880 | -89.8% | -$520.94万 | 减仓 |
| GLW | CORNING INC | $59.07万 | 0.02% | 4,344 | -3,930 | -47.5% | -$53.44万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $58.94万 | 0.02% | 27,828 | 27,828 | — | $58.94万 | 新建仓 |
| AAT | AMERICAN ASSETS TR INC | $57.89万 | 0.02% | 31,447 | 31,447 | — | $57.89万 | 新建仓 |
| RDDT | REDDIT INC | $57.86万 | 0.02% | 4,297 | -1,167 | -21.4% | -$15.71万 | 减仓 |
| WMB | WILLIAMS COS INC | $56.81万 | 0.02% | 7,806 | 2,777 | 55.2% | $20.21万 | 加仓 |
| GNTX | GENTEX CORP | $56.20万 | 0.02% | 25,722 | 25,722 | — | $56.20万 | 新建仓 |