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 |
|---|---|---|---|---|---|---|---|---|
| NWSA | NEWS CORP NEW | $81.45万 | 0.02% | 32,802 | -1,372 | -4.0% | -$3.41万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $80.90万 | 0.02% | 44,772 | 44,772 | — | $80.90万 | 新建仓 |
| ARMK | ARAMARK | $80.12万 | 0.02% | 14,080 | 295 | 2.1% | $1.68万 | 加仓 |
| KBH | KB HOME | $79.35万 | 0.02% | 12,678 | -250,688 | -95.2% | -$1,569.06万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $79.31万 | 0.02% | 15,000 | 15,000 | — | $79.31万 | 新建仓 |
| EPR | EPR PPTYS | $78.67万 | 0.02% | 13,562 | 13,562 | — | $78.67万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $78.66万 | 0.02% | 10,000 | -4,161 | -29.4% | -$32.73万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.92万 | 0.02% | 1,530 | 480 | 45.7% | $24.45万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $77.36万 | 0.02% | 827 | -7,875 | -90.5% | -$736.68万 | 减仓 |
| TFC | TRUIST FINL CORP | $77.06万 | 0.02% | 15,468 | -70,642 | -82.0% | -$351.94万 | 减仓 |
| BB | BLACKBERRY LTD | $76.66万 | 0.02% | 60,600 | 60,600 | — | $76.66万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $73.40万 | 0.02% | 83,890 | 25,028 | 42.5% | $21.90万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $72.81万 | 0.02% | 9,527 | 9,527 | — | $72.81万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $72.13万 | 0.02% | 5,796 | -47,856 | -89.2% | -$595.52万 | 减仓 |
| HON | HONEYWELL INTL INC | $71.80万 | 0.02% | 3,207 | -6,793 | -67.9% | -$152.10万 | 减仓 |
| HRB | BLOCK H & R INC | $71.43万 | 0.02% | 18,757 | -21,177 | -53.0% | -$80.64万 | 减仓 |
| DNOW | DNOW INC | $71.08万 | 0.02% | 54,806 | 54,806 | — | $71.08万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $70.30万 | 0.02% | 37,416 | 5,504 | 17.2% | $10.34万 | 重新持有 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $69.92万 | 0.02% | 13,118 | -18,485 | -58.5% | -$98.52万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $69.59万 | 0.02% | 8,649 | -268,851 | -96.9% | -$2,163.18万 | 重新持有 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $69.40万 | 0.02% | 20,785 | 10,226 | 96.8% | $34.14万 | 加仓 |
| RDDT | REDDIT INC | $68.98万 | 0.02% | 3,974 | -323 | -7.5% | -$5.61万 | 减仓 |
| PCG | PG&E CORP | $68.31万 | 0.02% | 40,610 | 30,438 | 299.2% | $51.20万 | 加仓 |
| CBT | CABOT CORP | $67.57万 | 0.02% | 7,440 | 7,440 | — | $67.57万 | 新建仓 |
| DBX | DROPBOX INC | $67.47万 | 0.02% | 24,560 | -41,225 | -62.7% | -$113.24万 | 减仓 |
| CRWV | COREWEAVE INC | $67.13万 | 0.02% | 6,744 | 6,744 | — | $67.13万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $66.90万 | 0.02% | 4,504 | 4,504 | — | $66.90万 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW | $66.13万 | 0.02% | 170,000 | 170,000 | — | $66.13万 | 新建仓 |
| DDOG | DATADOG INC | $65.22万 | 0.02% | 2,505 | 2,505 | — | $65.22万 | 新建仓 |
| VGNT | VERSIGENT PLC | $63.60万 | 0.02% | 15,140 | 15,140 | — | $63.60万 | 新建仓 |
| CNC | CENTENE CORP DEL | $63.55万 | 0.02% | 9,900 | -15,573 | -61.1% | -$99.96万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $63.39万 | 0.02% | 5,644 | 1,816 | 47.4% | $20.40万 | 加仓 |
| ROCK | GIBRALTAR INDS INC | $63.12万 | 0.02% | 13,995 | 13,995 | — | $63.12万 | 新建仓 |
| KBH | KB HOME 看涨期权 | $62.59万 | 0.02% | 10,000 | 10,000 | — | $62.59万 | 新建仓 |
| USAR | USA RARE EARTH INC | $62.24万 | 0.02% | 28,840 | -11,160 | -27.9% | -$24.08万 | 减仓 |
| UVXY | PROSHARES TR II 看涨期权 | $62.23万 | 0.02% | 25,000 | -25,000 | -50.0% | -$62.23万 | 减仓 |
| SCI | SERVICE CORP INTL | $62.17万 | 0.02% | 8,185 | -1,485 | -15.4% | -$11.28万 | 减仓 |
| RH | RH | $61.36万 | 0.02% | 3,725 | 451 | 13.8% | $7.43万 | 重新持有 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $61.13万 | 0.02% | 7,500 | -21,470 | -74.1% | -$175.00万 | 减仓 |
| CCI | CROWN CASTLE INC | $60.36万 | 0.02% | 7,970 | 1,970 | 32.8% | $14.92万 | 加仓 |
| VRSN | VERISIGN INC | $60.05万 | 0.02% | 2,387 | -2,208 | -48.1% | -$55.54万 | 减仓 |
| NET | CLOUDFLARE INC | $59.21万 | 0.02% | 2,414 | -4,256 | -63.8% | -$104.39万 | 减仓 |
| M | MACYS INC | $59.04万 | 0.02% | 25,072 | 25,072 | — | $59.04万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $58.77万 | 0.02% | 923 | 58 | 6.7% | $3.69万 | 加仓 |
| DUOL | DUOLINGO INC | $58.73万 | 0.02% | 5,106 | -9,337 | -64.6% | -$107.39万 | 减仓 |
| SARO | STANDARDAERO INC | $58.57万 | 0.02% | 19,583 | 19,583 | — | $58.57万 | 新建仓 |
| MNDY | MONDAY COM LTD | $57.59万 | 0.02% | 7,956 | -3,705 | -31.8% | -$26.82万 | 减仓 |
| FIGS | FIGS INC | $57.58万 | 0.02% | 56,284 | -107,098 | -65.6% | -$109.56万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $56.89万 | 0.02% | 5,255 | -71,289 | -93.1% | -$771.71万 | 重新持有 |
| STAG | STAG INDUSTRIAL INC | $56.61万 | 0.02% | 14,874 | -373,287 | -96.2% | -$1,420.69万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $56.03万 | 0.02% | 3,737 | 3,737 | — | $56.03万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $55.94万 | 0.02% | 5,183 | 5,183 | — | $55.94万 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $54.76万 | 0.01% | 20,000 | 20,000 | — | $54.76万 | 新建仓 |
| — | ATAIBECKLEY INC | $54.50万 | 0.01% | 103,420 | 90,420 | 695.5% | $47.65万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $51.51万 | 0.01% | 1,916 | 1,001 | 109.4% | $26.91万 | 加仓 |
| BIDU | BAIDU INC 看跌期权 | $51.43万 | 0.01% | 4,500 | 4,500 | — | $51.43万 | 新建仓 |
| LEGH | LEGACY HOUSING CORP | $51.25万 | 0.01% | 19,508 | 19,508 | — | $51.25万 | 新建仓 |
| LEVI | LEVI STRAUSS & CO NEW | $51.00万 | 0.01% | 20,540 | -17,495 | -46.0% | -$43.44万 | 重新持有 |
| ALOY | REALLOYS INC | $50.58万 | 0.01% | 35,000 | 20,000 | 133.3% | $28.90万 | 加仓 |
| SMR | NUSCALE PWR CORP | $50.15万 | 0.01% | 50,000 | 50,000 | — | $50.15万 | 新建仓 |
| VLTO | VERALTO CORP | $49.81万 | 0.01% | 5,617 | -3,042 | -35.1% | -$26.98万 | 减仓 |
| THG | HANOVER INS GROUP INC | $49.29万 | 0.01% | 2,302 | -39,555 | -94.5% | -$846.93万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $49.11万 | 0.01% | 52,363 | 7,785 | 17.5% | $7.30万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $48.24万 | 0.01% | 37,486 | 37,486 | — | $48.24万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $48.20万 | 0.01% | 100,000 | 50,000 | 100.0% | $24.10万 | 加仓 |
| ALVO | ALVOTECH | $46.12万 | 0.01% | 125,000 | 125,000 | — | $46.12万 | 新建仓 |
| ADT | ADT INC DEL | $45.49万 | 0.01% | 69,985 | -93,062 | -57.1% | -$60.49万 | 减仓 |
| WIX | WIX COM LTD | $45.25万 | 0.01% | 9,973 | 2,043 | 25.8% | $9.27万 | 加仓 |
| GTX | GARRETT MOTION INC | $44.92万 | 0.01% | 12,399 | 1,529 | 14.1% | $5.54万 | 加仓 |
| — | TILRAY BRANDS INC | $43.68万 | 0.01% | 97,279 | 97,279 | — | $43.68万 | 新建仓 |
| TEM | TEMPUS AI INC | $43.52万 | 0.01% | 7,513 | 1,498 | 24.9% | $8.68万 | 加仓 |
| — | BOLD EAGLE ACQUISITION CORP | $43.50万 | 0.01% | 1,500,000 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $43.33万 | 0.01% | 11,727 | -142,696 | -92.4% | -$527.26万 | 减仓 |
| MAX | MEDIAALPHA INC | $42.74万 | 0.01% | 34,001 | -48,049 | -58.6% | -$60.40万 | 重新持有 |
| JBGS | JBG SMITH PPTYS | $42.16万 | 0.01% | 28,739 | 28,739 | — | $42.16万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $42.12万 | 0.01% | 130,000 | -362,000 | -73.6% | -$117.29万 | 减仓 |
| BELFB | BEL FUSE INC | $42.06万 | 0.01% | 1,263 | 1,263 | — | $42.06万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $41.76万 | 0.01% | 12,045 | 12,045 | — | $41.76万 | 新建仓 |
| MGNI | MAGNITE INC | $41.72万 | 0.01% | 21,980 | 21,980 | — | $41.72万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $41.54万 | 0.01% | 54,951 | 32,781 | 147.9% | $24.78万 | 重新持有 |
| TENB | TENABLE HLDGS INC | $41.22万 | 0.01% | 11,177 | -6,564 | -37.0% | -$24.21万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $40.64万 | 0.01% | 5,148 | 5,148 | — | $40.64万 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $39.12万 | 0.01% | 1,710 | 1,710 | — | $39.12万 | 新建仓 |
| DDOG | DATADOG INC 看跌期权 | $39.05万 | 0.01% | 1,500 | 1,500 | — | $39.05万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $38.57万 | 0.01% | 757 | -20,608 | -96.5% | -$1,049.89万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $38.37万 | 0.01% | 775 | -25,548 | -97.1% | -$1,264.83万 | 减仓 |
| WEN | WENDYS CO | $38.09万 | 0.01% | 45,950 | 45,950 | — | $38.09万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $38.04万 | 0.01% | 4,557 | -21,499 | -82.5% | -$179.47万 | 重新持有 |
| ALRM | ALARM COM HLDGS INC | $37.90万 | 0.01% | 8,113 | -2,081 | -20.4% | -$9.72万 | 重新持有 |
| BC | BRUNSWICK CORP | $37.89万 | 0.01% | 4,498 | 4,498 | — | $37.89万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $36.77万 | 0.01% | 55,710 | -128,655 | -69.8% | -$84.91万 | 减仓 |
| LRN | STRIDE INC | $36.66万 | 0.01% | 4,251 | 4,251 | — | $36.66万 | 新建仓 |
| IREN | IREN LIMITED | $36.58万 | 0.01% | 8,000 | 8,000 | — | $36.58万 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $36.20万 | 0.01% | 13,650 | -386,350 | -96.6% | -$1,024.60万 | 重新持有 |
| RGLD | ROYAL GOLD INC | $35.65万 | 0.01% | 1,786 | 1,786 | — | $35.65万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC 看跌期权 | $35.20万 | 0.01% | 12,000 | 12,000 | — | $35.20万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $34.12万 | 0.01% | 3,402 | 3,402 | — | $34.12万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $33.92万 | 0.01% | 16,975 | 16,975 | — | $33.92万 | 新建仓 |
| SLDE | SLIDE INS HLDGS INC | $33.53万 | 0.01% | 17,309 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $33.21万 | 0.01% | 18,739 | -5,241 | -21.9% | -$9.29万 | 重新持有 |