White Lighthouse Investment Management Inc.
BEDFORD MA · SEC CIK 0001727593
$8.02亿2026Q2 申报市值
151持仓数
59.1%前十大占比 · 第一大 16.6%
8 / 5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
SHV 加仓+$961.64万
VUG 加仓+$485.25万
SCHD 加仓+$477.70万
AZN 新建仓+$280.44万
BIL 加仓+$192.39万
2026Q2 卖出最多 按季末市值估算
VYM 减仓-$653.03万
AZN 清仓-$300.03万
VCIT 减仓-$197.43万
VCLT 减仓-$89.83万
VGT 减仓-$72.43万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC F SPONSORED ADR | $0 | 0.00% | 0 | -15,213 | -100.0% | -$300.03万 | 清仓 |
| — | GLOBAL X FTSE GREECE 20 ETF | $0 | 0.00% | 0 | -9,970 | -100.0% | -$63.68万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,822 | -100.0% | -$26.29万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -468 | -100.0% | -$21.57万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -1,576 | -100.0% | -$21.43万 | 清仓 |
| SBUX | STARBUCKS CORP | $20.20万 | 0.03% | 1,977 | 1,977 | — | $20.20万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $20.54万 | 0.03% | 8,510 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $21.06万 | 0.03% | 2,692 | -517 | -16.1% | -$4.04万 | 减仓 |
| INTC | INTEL CORP | $21.07万 | 0.03% | 1,509 | 1,509 | — | $21.07万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.20万 | 0.03% | 1,147 | -23 | -2.0% | -$4,251 | 重新持有 |
| SUSA | ISHARES TR | $21.28万 | 0.03% | 1,379 | -925 | -40.1% | -$14.28万 | 重新持有 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $21.41万 | 0.03% | 13,485 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $22.45万 | 0.03% | 2,096 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $22.62万 | 0.03% | 4,260 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.52万 | 0.03% | 1,419 | -156 | -9.9% | -$2.59万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $23.56万 | 0.03% | 3,876 | 96 | 2.5% | $5,836 | 加仓 |
| IYW | ISHARES TR | $23.89万 | 0.03% | 947 | 947 | — | $23.89万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $24.23万 | 0.03% | 595 | -5 | -0.8% | -$2,036 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $24.37万 | 0.03% | 2,621 | 2 | 0.1% | $186 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $24.60万 | 0.03% | 2,505 | 12 | 0.5% | $1,178 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $25.00万 | 0.03% | 1,593 | 1,593 | — | $25.00万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $25.64万 | 0.03% | 1,660 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $25.96万 | 0.03% | 1,918 | 13 | 0.7% | $1,760 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $26.05万 | 0.03% | 1,018 | 1,018 | — | $26.05万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.20万 | 0.03% | 451 | 451 | — | $26.20万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $27.07万 | 0.03% | 5,050 | 147 | 3.0% | $7,881 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $27.25万 | 0.03% | 291 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $29.02万 | 0.04% | 570 | 1 | 0.2% | $509 | 加仓 |
| DE | DEERE & CO | $29.50万 | 0.04% | 465 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.97万 | 0.04% | 1,102 | -5 | -0.5% | -$1,360 | 减仓 |
| IWM | ISHARES TR | $30.26万 | 0.04% | 1,007 | -100 | -9.0% | -$3.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $30.29万 | 0.04% | 10,933 | -656 | -5.7% | -$1.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $31.06万 | 0.04% | 2,610 | -88 | -3.3% | -$1.05万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $34.31万 | 0.04% | 7,130 | -56 | -0.8% | -$2,695 | 减仓 |
| HD | HOME DEPOT INC | $35.41万 | 0.04% | 1,004 | -8 | -0.8% | -$2,821 | 减仓 |
| VBK | VANGUARD INDEX FDS | $36.01万 | 0.04% | 985 | 15 | 1.5% | $5,484 | 加仓 |
| ORCL | ORACLE CORP | $38.30万 | 0.05% | 2,613 | 1,463 | 127.2% | $21.44万 | 重新持有 |
| IEMG | ISHARES INC | $38.63万 | 0.05% | 4,663 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $39.59万 | 0.05% | 2,704 | 147 | 5.7% | $2.15万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $40.78万 | 0.05% | 3,191 | 76 | 2.4% | $9,714 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.46万 | 0.05% | 2,613 | 56 | 2.2% | $8,886 | 加仓 |
| VCEB | VANGUARD WORLD FD | $41.72万 | 0.05% | 6,647 | 359 | 5.7% | $2.25万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $41.91万 | 0.05% | 1,229 | -53 | -4.1% | -$1.81万 | 减仓 |
| — | EXXON MOBIL CORP | $43.12万 | 0.05% | 3,154 | -119 | -3.6% | -$1.63万 | 减仓 |
| AGG | ISHARES TR | $45.08万 | 0.06% | 4,554 | -50 | -1.1% | -$4,949 | 减仓 |
| ICSH | ISHARES TR | $48.05万 | 0.06% | 9,500 | 2,500 | 35.7% | $12.64万 | 加仓 |
| ICLN | ISHARES TR | $48.39万 | 0.06% | 23,617 | 535 | 2.3% | $1.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $49.04万 | 0.06% | 3,344 | -1,983 | -37.2% | -$29.08万 | 减仓 |
| MGK | VANGUARD WORLD FD | $51.34万 | 0.06% | 5,840 | -2,975 | -33.7% | -$26.15万 | 减仓 |
| MRK | MERCK & CO INC | $55.61万 | 0.07% | 4,328 | 86 | 2.0% | $1.11万 | 加仓 |
| MTUM | ISHARES TR | $55.98万 | 0.07% | 1,633 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $56.11万 | 0.07% | 9,084 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $56.15万 | 0.07% | 11,595 | 536 | 4.8% | $2.60万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.99万 | 0.07% | 25,489 | -1,233 | -4.6% | -$2.76万 | 减仓 |
| AVGO | BROADCOM INC | $59.19万 | 0.07% | 1,567 | -48 | -3.0% | -$1.81万 | 减仓 |
| SO | SOUTHERN CO | $60.38万 | 0.08% | 6,309 | -3,296 | -34.3% | -$31.54万 | 减仓 |
| VV | VANGUARD INDEX FDS | $61.17万 | 0.08% | 1,779 | -5 | -0.3% | -$1,719 | 减仓 |
| EFA | ISHARES TR | $62.93万 | 0.08% | 6,058 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $63.05万 | 0.08% | 18,633 | -667 | -3.5% | -$2.26万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $64.29万 | 0.08% | 7,107 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $66.21万 | 0.08% | 9,203 | 1 | 0.0% | $72 | 加仓 |
| GDX | VANECK ETF TRUST | $67.72万 | 0.08% | 8,976 | -100 | -1.1% | -$7,545 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $67.89万 | 0.08% | 5,869 | 80 | 1.4% | $9,254 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $70.09万 | 0.09% | 1,686 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $71.59万 | 0.09% | 2,187 | -520 | -19.2% | -$17.02万 | 减仓 |
| ASML | ASML HLDG NV | $72.42万 | 0.09% | 364 | -2 | -0.5% | -$3,979 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $73.62万 | 0.09% | 9,784 | -11,938 | -55.0% | -$89.83万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $74.54万 | 0.09% | 9,140 | 1,056 | 13.1% | $8.61万 | 加仓 |
| GREK | GLOBAL X FDS | $75.27万 | 0.09% | 9,970 | 9,970 | — | $75.27万 | 新建仓 |
| CSCO | CISCO SYS INC | $77.20万 | 0.10% | 6,573 | -99 | -1.5% | -$1.16万 | 减仓 |
| ICF | ISHARES TR | $81.72万 | 0.10% | 12,084 | -3,360 | -21.8% | -$22.72万 | 减仓 |
| ESGE | ISHARES INC | $83.09万 | 0.10% | 15,192 | -775 | -4.9% | -$4.24万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $86.53万 | 0.11% | 2,335 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $88.03万 | 0.11% | 16,890 | 900 | 5.6% | $4.69万 | 加仓 |
| IGSB | ISHARES TR | $93.42万 | 0.12% | 17,825 | 75 | 0.4% | $3,931 | 加仓 |
| VFH | VANGUARD WORLD FD | $93.77万 | 0.12% | 7,123 | -15 | -0.2% | -$1,975 | 减仓 |
| AMGN | AMGEN INC | $95.36万 | 0.12% | 2,633 | -700 | -21.0% | -$25.35万 | 减仓 |
| IJR | ISHARES TR | $102.90万 | 0.13% | 6,938 | -15 | -0.2% | -$2,225 | 减仓 |
| QUAL | ISHARES TR | $103.99万 | 0.13% | 4,739 | 265 | 5.9% | $5.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $105.21万 | 0.13% | 5,258 | 37 | 0.7% | $7,404 | 加仓 |
| SUSC | ISHARES TR | $107.39万 | 0.13% | 46,388 | 1,800 | 4.0% | $4.17万 | 加仓 |
| SGOL | ETFS GOLD TR | $117.30万 | 0.15% | 30,682 | -183 | -0.6% | -$6,996 | 减仓 |
| HYG | ISHARES TR | $119.57万 | 0.15% | 14,952 | 1,833 | 14.0% | $14.66万 | 加仓 |
| NULG | NUSHARES ETF TR | $121.75万 | 0.15% | 10,401 | 614 | 6.3% | $7.19万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $124.82万 | 0.16% | 24,677 | 619 | 2.6% | $3.13万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $131.77万 | 0.16% | 19,597 | 407 | 2.1% | $2.74万 | 加仓 |
| JNK | SPDR SERIES TRUST | $133.98万 | 0.17% | 13,903 | -62 | -0.4% | -$5,975 | 减仓 |
| EMB | ISHARES TR | $136.24万 | 0.17% | 14,127 | 1,085 | 8.3% | $10.46万 | 加仓 |
| LLY | ELI LILLY & CO | $139.86万 | 0.17% | 1,166 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $151.37万 | 0.19% | 8,229 | -458 | -5.3% | -$8.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.35万 | 0.19% | 8,532 | -2,650 | -23.7% | -$47.94万 | 减仓 |
| SUB | ISHARES TR | $154.38万 | 0.19% | 14,500 | 1,864 | 14.8% | $19.85万 | 加仓 |
| VCR | VANGUARD WORLD FD | $158.23万 | 0.20% | 3,990 | -338 | -7.8% | -$13.40万 | 减仓 |
| IXJ | ISHARES TR | $158.64万 | 0.20% | 16,125 | -150 | -0.9% | -$1.48万 | 减仓 |
| WMT | WALMART INC | $158.67万 | 0.20% | 14,010 | -3 | -0.0% | -$340 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $160.00万 | 0.20% | 6,300 | -40 | -0.6% | -$1.02万 | 减仓 |
| SOXX | ISHARES TR | $161.80万 | 0.20% | 2,525 | -29 | -1.1% | -$1.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $169.48万 | 0.21% | 3,387 | -895 | -20.9% | -$44.78万 | 减仓 |
| IBB | ISHARES TR | $172.12万 | 0.21% | 9,050 | -225 | -2.4% | -$4.28万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.94万 | 0.22% | 24,272 | -184 | -0.8% | -$1.31万 | 减仓 |