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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $174.05万 | 0.22% | 2,324 | 152 | 7.0% | $11.38万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $182.01万 | 0.23% | 21,733 | 346 | 1.6% | $2.90万 | 加仓 |
| ESGD | ISHARES TR | $185.42万 | 0.23% | 18,035 | 506 | 2.9% | $5.20万 | 加仓 |
| DSI | ISHARES TR | $188.77万 | 0.24% | 13,257 | 315 | 2.4% | $4.49万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $199.93万 | 0.25% | 10,494 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $215.26万 | 0.27% | 24,312 | 94 | 0.4% | $8,323 | 加仓 |
| IJT | ISHARES TR | $224.30万 | 0.28% | 12,559 | -329 | -2.6% | -$5.88万 | 减仓 |
| IUSG | ISHARES TR | $230.54万 | 0.29% | 12,257 | -65 | -0.5% | -$1.22万 | 减仓 |
| GLD | SPDR GOLD TR | $232.12万 | 0.29% | 6,301 | -582 | -8.5% | -$21.44万 | 减仓 |
| CAT | CATERPILLAR INC | $241.42万 | 0.30% | 2,267 | -182 | -7.4% | -$19.38万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $253.40万 | 0.32% | 42,452 | -6,547 | -13.4% | -$39.08万 | 减仓 |
| AMZN | AMAZON COM INC | $257.03万 | 0.32% | 10,784 | -52 | -0.5% | -$1.24万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $262.82万 | 0.33% | 99,176 | 2,219 | 2.3% | $5.88万 | 加仓 |
| AZN | ASTRAZENECA PLC | $280.44万 | 0.35% | 14,790 | 14,790 | — | $280.44万 | 新建仓 |
| MUB | ISHARES TR | $282.29万 | 0.35% | 26,230 | 1,150 | 4.6% | $12.38万 | 加仓 |
| ESGU | ISHARES TR | $284.57万 | 0.35% | 17,387 | 194 | 1.1% | $3.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $298.95万 | 0.37% | 8,014 | -870 | -9.8% | -$32.45万 | 减仓 |
| GOOGL | ALPHABET INC | $316.21万 | 0.39% | 8,848 | -780 | -8.1% | -$27.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $338.50万 | 0.42% | 4,533 | 191 | 4.4% | $14.26万 | 加仓 |
| VPU | VANGUARD WORLD FD | $344.68万 | 0.43% | 17,610 | -1,114 | -5.9% | -$21.80万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $375.23万 | 0.47% | 48,922 | -381 | -0.8% | -$2.92万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $376.22万 | 0.47% | 19,039 | 221 | 1.2% | $4.37万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $416.13万 | 0.52% | 13,586 | 373 | 2.8% | $11.42万 | 加仓 |
| GOOG | ALPHABET INC | $422.35万 | 0.53% | 11,953 | -396 | -3.2% | -$13.99万 | 减仓 |
| IUSB | ISHARES TR | $435.33万 | 0.54% | 94,329 | 9,228 | 10.8% | $42.59万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $472.01万 | 0.59% | 81,101 | 1,744 | 2.2% | $10.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $498.87万 | 0.62% | 13,481 | -217 | -1.6% | -$8.03万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $523.78万 | 0.65% | 54,317 | -5,046 | -8.5% | -$48.66万 | 减仓 |
| VO | VANGUARD INDEX FDS | $579.46万 | 0.72% | 71,920 | 888 | 1.3% | $7.15万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $622.23万 | 0.78% | 47,053 | 428 | 0.9% | $5.66万 | 加仓 |
| AAPL | APPLE INC | $626.07万 | 0.78% | 21,636 | -501 | -2.3% | -$14.50万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $658.86万 | 0.82% | 80,017 | 2,025 | 2.6% | $16.67万 | 加仓 |
| VHT | VANGUARD WORLD FD | $710.38万 | 0.89% | 23,758 | -983 | -4.0% | -$29.39万 | 减仓 |
| QQQ | INVESCO QQQ TR | $724.40万 | 0.90% | 9,837 | 96 | 1.0% | $7.07万 | 加仓 |
| VB | VANGUARD INDEX FDS | $806.75万 | 1.01% | 26,615 | -310 | -1.2% | -$9.40万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $890.34万 | 1.11% | 36,641 | -329 | -0.9% | -$7.99万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $899.38万 | 1.12% | 179,052 | 9,249 | 5.4% | $46.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $907.30万 | 1.13% | 99,007 | 20,994 | 26.9% | $192.39万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $971.91万 | 1.21% | 124,748 | 4,369 | 3.6% | $34.04万 | 加仓 |
| IWF | ISHARES TR | $1,083.87万 | 1.35% | 87,289 | -2,647 | -2.9% | -$32.87万 | 减仓 |
| DVY | ISHARES TR | $1,094.54万 | 1.36% | 70,028 | -615 | -0.9% | -$9.61万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,229.14万 | 1.53% | 51,946 | -393 | -0.8% | -$9.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,268.27万 | 1.58% | 18,466 | -346 | -1.8% | -$23.76万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,392.05万 | 1.73% | 168,428 | -23,888 | -12.4% | -$197.43万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,480.49万 | 1.85% | 196,065 | 2,497 | 1.3% | $18.85万 | 加仓 |
| IXUS | ISHARES TR | $1,745.61万 | 2.18% | 182,901 | -2,863 | -1.5% | -$27.32万 | 减仓 |
| IGM | ISHARES TR | $2,107.30万 | 2.63% | 128,824 | 5,400 | 4.4% | $88.33万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,649.03万 | 3.30% | 835,391 | 150,648 | 22.0% | $477.70万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,810.02万 | 3.50% | 128,941 | -2,259 | -1.7% | -$49.23万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,894.22万 | 3.61% | 394,254 | 10,865 | 2.8% | $79.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,024.19万 | 3.77% | 253,028 | -6,060 | -2.3% | -$72.43万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,088.69万 | 3.85% | 390,825 | 7,163 | 1.9% | $56.61万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,399.63万 | 6.73% | 341,684 | -41,323 | -10.8% | -$653.03万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $5,480.41万 | 6.83% | 641,058 | -2,601 | -0.4% | -$22.24万 | 减仓 |
| SHV | ISHARES TR | $6,694.34万 | 8.34% | 606,646 | 87,145 | 16.8% | $961.64万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1.33亿 | 16.58% | 1,544,459 | 56,333 | 3.8% | $485.25万 | 加仓 |