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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $55.88万 | 0.02% | 13,785 | 13,785 | — | $55.88万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $55.68万 | 0.02% | 8,027 | 8,027 | — | $55.68万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $54.95万 | 0.02% | 1,292 | 1,292 | — | $54.95万 | 新建仓 |
| UFCS | UNITED FIRE GROUP INC | $54.58万 | 0.02% | 14,728 | -29,186 | -66.5% | -$108.16万 | 减仓 |
| G | GENPACT LIMITED | $53.96万 | 0.02% | 14,487 | 126 | 0.9% | $4,694 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $53.88万 | 0.02% | 20,387 | 20,387 | — | $53.88万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $53.74万 | 0.02% | 58,862 | 37,752 | 178.8% | $34.47万 | 加仓 |
| NEXT | NEXTDECADE CORP | $53.62万 | 0.02% | 70,000 | 70,000 | — | $53.62万 | 新建仓 |
| BALL | BALL CORP | $53.61万 | 0.02% | 9,070 | -125,627 | -93.3% | -$742.58万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $52.22万 | 0.02% | 34,745 | -64,780 | -65.1% | -$97.36万 | 重新持有 |
| LXU | LSB INDS INC | $52.15万 | 0.02% | 35,000 | 35,000 | — | $52.15万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.71万 | 0.02% | 1,530 | -26,402 | -94.5% | -$892.25万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $51.63万 | 0.02% | 44,578 | 876 | 2.0% | $1.01万 | 加仓 |
| — | RE/MAX HLDGS INC | $51.30万 | 0.02% | 89,063 | 89,063 | — | $51.30万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $51.19万 | 0.02% | 16,994 | 16,994 | — | $51.19万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $51.02万 | 0.02% | 13,322 | 13,322 | — | $51.02万 | 新建仓 |
| JBL | JABIL INC | $50.97万 | 0.02% | 1,919 | -222 | -10.4% | -$5.90万 | 减仓 |
| YOU | CLEAR SECURE INC | $50.93万 | 0.02% | 10,521 | -5,692 | -35.1% | -$27.55万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $50.48万 | 0.02% | 32,214 | -14,903 | -31.6% | -$23.35万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $50.15万 | 0.02% | 3,828 | 3,828 | — | $50.15万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $49.70万 | 0.02% | 3,479 | 3,479 | — | $49.70万 | 新建仓 |
| ASIX | ADVANSIX INC | $48.80万 | 0.02% | 20,000 | 20,000 | — | $48.80万 | 新建仓 |
| CCI | CROWN CASTLE INC | $48.79万 | 0.02% | 6,000 | 6,000 | — | $48.79万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $48.32万 | 0.02% | 1,226 | 1,226 | — | $48.32万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $48.22万 | 0.02% | 30,676 | 30,676 | — | $48.22万 | 新建仓 |
| TJX | TJX COS INC NEW | $48.20万 | 0.02% | 3,018 | 1,258 | 71.5% | $20.09万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $48.07万 | 0.02% | 1,777 | -4,163 | -70.1% | -$112.61万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $47.76万 | 0.02% | 111,318 | 87,318 | 363.8% | $37.46万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $47.65万 | 0.02% | 5,162 | 5,162 | — | $47.65万 | 新建仓 |
| GOOGL | ALPHABET INC | $46.56万 | 0.02% | 1,619 | 1,619 | — | $46.56万 | 新建仓 |
| MSCI | MSCI INC | $46.30万 | 0.02% | 859 | 859 | — | $46.30万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $45.92万 | 0.02% | 25,000 | 25,000 | — | $45.92万 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $45.74万 | 0.02% | 18,007 | 597 | 3.4% | $1.52万 | 加仓 |
| CSX | CSX CORP | $45.41万 | 0.02% | 11,063 | -736,569 | -98.5% | -$3,023.61万 | 减仓 |
| URG | UR-ENERGY INC | $44.70万 | 0.02% | 300,000 | 62,400 | 26.3% | $9.30万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $44.40万 | 0.02% | 13,241 | 13,241 | — | $44.40万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $44.38万 | 0.02% | 78,280 | 78,280 | — | $44.38万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $44.31万 | 0.02% | 4,918 | 4,918 | — | $44.31万 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $44.10万 | 0.02% | 15,463 | 15,463 | — | $44.10万 | 新建仓 |
| CC | CHEMOURS CO | $44.06万 | 0.02% | 20,000 | -64,159 | -76.2% | -$141.34万 | 减仓 |
| TE | T1 ENERGY INC | $43.90万 | 0.02% | 100,000 | 100,000 | — | $43.90万 | 新建仓 |
| AAPL | APPLE INC | $43.63万 | 0.02% | 1,719 | 1,719 | — | $43.63万 | 新建仓 |
| U | UNITY SOFTWARE INC | $43.37万 | 0.02% | 19,766 | -46,589 | -70.2% | -$102.22万 | 减仓 |
| WULF | TERAWULF INC | $43.29万 | 0.02% | 30,000 | -35,000 | -53.8% | -$50.51万 | 减仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $41.89万 | 0.01% | 5,684 | -510 | -8.2% | -$3.76万 | 减仓 |
| EVRG | EVERGY INC | $41.84万 | 0.01% | 5,108 | -4,340 | -45.9% | -$35.55万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $41.48万 | 0.01% | 11,123 | 7,253 | 187.4% | $27.05万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $41.41万 | 0.01% | 10,951 | 10,951 | — | $41.41万 | 新建仓 |
| NP | NEPTUNE INS HLDGS INC | $41.38万 | 0.01% | 17,107 | -15,180 | -47.0% | -$36.72万 | 减仓 |
| FLS | FLOWSERVE CORP | $41.12万 | 0.01% | 5,594 | -8,208 | -59.5% | -$60.34万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $40.74万 | 0.01% | 9,935 | -966 | -8.9% | -$3.96万 | 减仓 |
| AMRZ | AMRIZE LTD | $40.27万 | 0.01% | 7,188 | -32,883 | -82.1% | -$184.22万 | 减仓 |
| BYD | BOYD GAMING CORP | $40.27万 | 0.01% | 4,900 | 4,900 | — | $40.27万 | 新建仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $39.87万 | 0.01% | 18,682 | 18,682 | — | $39.87万 | 新建仓 |
| BLND | BLEND LABS INC | $39.09万 | 0.01% | 229,921 | -68,337 | -22.9% | -$11.62万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $38.94万 | 0.01% | 2,719 | -681 | -20.0% | -$9.75万 | 重新持有 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $38.92万 | 0.01% | 45,000 | -45,000 | -50.0% | -$38.92万 | 重新持有 |
| MDU | MDU RES GROUP INC | $38.41万 | 0.01% | 18,537 | 18,537 | — | $38.41万 | 新建仓 |
| BIDU | BAIDU INC | $38.32万 | 0.01% | 3,439 | -3,611 | -51.2% | -$40.23万 | 减仓 |
| WMT | WALMART INC | $37.91万 | 0.01% | 3,050 | -30,977 | -91.0% | -$384.98万 | 减仓 |
| THRM | GENTHERM INC | $37.48万 | 0.01% | 13,491 | 13,491 | — | $37.48万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $37.47万 | 0.01% | 485 | -280 | -36.6% | -$21.63万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $37.32万 | 0.01% | 4,970 | -8,112 | -62.0% | -$60.91万 | 减仓 |
| FLO | FLOWERS FOODS INC | $36.80万 | 0.01% | 45,148 | -72,910 | -61.8% | -$59.42万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $36.78万 | 0.01% | 19,196 | -303,668 | -94.1% | -$581.83万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $36.63万 | 0.01% | 865 | 147 | 20.5% | $6.22万 | 加仓 |
| SNPS | SYNOPSYS INC | $36.44万 | 0.01% | 919 | -574 | -38.4% | -$22.76万 | 减仓 |
| NTRS | NORTHERN TR CORP | $35.77万 | 0.01% | 2,563 | -35,406 | -93.2% | -$494.16万 | 重新持有 |
| ODD | ODDITY TECH LTD | $35.46万 | 0.01% | 26,501 | 26,501 | — | $35.46万 | 新建仓 |
| BOX | BOX INC | $35.22万 | 0.01% | 14,897 | 14,897 | — | $35.22万 | 新建仓 |
| IEX | IDEX CORP | $35.18万 | 0.01% | 1,856 | 1,856 | — | $35.18万 | 新建仓 |
| PLGO | FIDELIS INSURANCE HOLDINGS L | $34.74万 | 0.01% | 18,180 | -25,457 | -58.3% | -$48.65万 | 减仓 |
| CI | THE CIGNA GROUP 看跌期权 | $34.68万 | 0.01% | 1,300 | 1,300 | — | $34.68万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.67万 | 0.01% | 1,228 | -1,925 | -61.1% | -$54.36万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $34.65万 | 0.01% | 476 | 106 | 28.6% | $7.72万 | 加仓 |
| XBI | SPDR SERIES TRUST | $34.64万 | 0.01% | 2,712 | 2,712 | — | $34.64万 | 新建仓 |
| IOT | SAMSARA INC | $34.34万 | 0.01% | 10,836 | 10,836 | — | $34.34万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $34.21万 | 0.01% | 20,799 | 20,799 | — | $34.21万 | 新建仓 |
| EE | EXCELERATE ENERGY INC | $33.42万 | 0.01% | 10,000 | -2,473 | -19.8% | -$8.26万 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $33.40万 | 0.01% | 50,000 | 50,000 | — | $33.40万 | 新建仓 |
| NU | NU HLDGS LTD | $33.39万 | 0.01% | 23,238 | 23,238 | — | $33.39万 | 新建仓 |
| NSIT | INSIGHT ENTERPRISES INC | $33.38万 | 0.01% | 4,982 | 4,982 | — | $33.38万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $33.20万 | 0.01% | 2,732 | -102,627 | -97.4% | -$1,247.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.90万 | 0.01% | 4,986 | -1,171 | -19.0% | -$7.73万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $32.63万 | 0.01% | 3,497 | -2,703 | -43.6% | -$25.22万 | 减仓 |
| MRK | MERCK & CO INC | $32.26万 | 0.01% | 2,682 | -23,883 | -89.9% | -$287.29万 | 减仓 |
| RIO | RIO TINTO PLC | $32.22万 | 0.01% | 3,454 | -162,978 | -97.9% | -$1,520.42万 | 重新持有 |
| ARW | ARROW ELECTRS INC | $31.88万 | 0.01% | 2,223 | 2,223 | — | $31.88万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $31.88万 | 0.01% | 3,616 | 3,616 | — | $31.88万 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $31.87万 | 0.01% | 14,419 | 14,419 | — | $31.87万 | 新建仓 |
| GLBE | GLOBAL E ONLINE LTD | $31.56万 | 0.01% | 10,229 | -40,560 | -79.9% | -$125.13万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $31.55万 | 0.01% | 12,099 | 12,099 | — | $31.55万 | 新建仓 |
| — | BOLD EAGLE ACQUISITION CORP | $31.50万 | 0.01% | 1,500,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看跌期权 | $31.24万 | 0.01% | 1,500 | 1,500 | — | $31.24万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $31.16万 | 0.01% | 17,309 | -10,233 | -37.2% | -$18.42万 | 减仓 |
| OR | OR ROYALTIES INC. | $31.14万 | 0.01% | 8,190 | 34 | 0.4% | $1,293 | 重新持有 |
| SEB | SEABOARD CORP DEL | $31.10万 | 0.01% | 55 | 55 | — | $31.10万 | 新建仓 |
| GBDC | GOLUB CAP BDC INC | $30.92万 | 0.01% | 24,424 | 24,424 | — | $30.92万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $30.01万 | 0.01% | 17,741 | -57,500 | -76.4% | -$97.26万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $29.79万 | 0.01% | 1,060 | -60,837 | -98.3% | -$1,709.94万 | 减仓 |