White Lighthouse Investment Management Inc.
BEDFORD MA · SEC CIK 0001727593
$7.21亿2026Q1 申报市值
145持仓数
57.9%前十大占比 · 第一大 15.0%
4 / 6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
SCHD 加仓+$1,525.03万
SHV 加仓+$519.73万
VXUS 加仓+$386.84万
VUG 加仓+$341.18万
GOOG 加仓+$235.76万
2026Q1 卖出最多 按季末市值估算
VYM 减仓-$1,315.59万
VCLT 减仓-$261.53万
IAU 减仓-$115.52万
VCIT 减仓-$67.90万
BRK/B 减仓-$42.41万
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 |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | $53.30万 | 0.07% | 1,784 | 1 | 0.1% | $299 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $53.14万 | 0.07% | 11,059 | 1,012 | 10.1% | $4.86万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $53.12万 | 0.07% | 9,084 | 168 | 1.9% | $9,823 | 加仓 |
| CSCO | CISCO SYS INC | $51.77万 | 0.07% | 6,672 | 68 | 1.0% | $5,276 | 加仓 |
| MRK | MERCK & CO INC | $51.03万 | 0.07% | 4,242 | -657 | -13.4% | -$7.90万 | 减仓 |
| AVGO | BROADCOM INC | $49.98万 | 0.07% | 1,615 | -89 | -5.2% | -$2.75万 | 减仓 |
| ASML | ASML HLDG NV | $48.34万 | 0.07% | 366 | 1 | 0.3% | $1,321 | 加仓 |
| AGG | ISHARES TR | $45.70万 | 0.06% | 4,604 | 1,390 | 43.2% | $13.80万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $45.63万 | 0.06% | 1,686 | -130 | -7.2% | -$3.52万 | 减仓 |
| ICLN | ISHARES TR | $42.22万 | 0.06% | 23,082 | 350 | 1.5% | $6,401 | 加仓 |
| VCEB | VANGUARD WORLD FD | $39.51万 | 0.05% | 6,288 | 614 | 10.8% | $3.86万 | 加仓 |
| MTUM | ISHARES TR | $39.19万 | 0.05% | 1,633 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $37.49万 | 0.05% | 2,557 | 4 | 0.2% | $586 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $37.04万 | 0.05% | 8,084 | 973 | 13.7% | $4.46万 | 加仓 |
| ICSH | ISHARES TR | $35.43万 | 0.05% | 7,000 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $34.41万 | 0.05% | 569 | 5 | 0.9% | $3,024 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $34.17万 | 0.05% | 3,115 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $33.59万 | 0.05% | 7,186 | -30 | -0.4% | -$1,402 | 减仓 |
| HD | HOME DEPOT INC | $33.27万 | 0.05% | 1,012 | -3 | -0.3% | -$986 | 减仓 |
| IWP | ISHARES TR | $32.76万 | 0.05% | 2,557 | -904 | -26.1% | -$11.58万 | 减仓 |
| CVX | CHEVRON CORPORATION | $32.60万 | 0.05% | 1,575 | -99 | -5.9% | -$2.05万 | 减仓 |
| IEMG | ISHARES INC | $32.52万 | 0.05% | 4,663 | 1,140 | 32.4% | $7.95万 | 加仓 |
| PEP | PEPSICO INC | $29.58万 | 0.04% | 1,905 | 27 | 1.4% | $4,193 | 加仓 |
| VBK | VANGUARD INDEX FDS | $29.31万 | 0.04% | 970 | 104 | 12.0% | $3.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.02万 | 0.04% | 291 | 2 | 0.7% | $1,995 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.68万 | 0.04% | 11,589 | 2,588 | 28.8% | $6.41万 | 加仓 |
| MDT | MEDTRONIC PLC | $27.81万 | 0.04% | 3,209 | 54 | 1.7% | $4,679 | 加仓 |
| IWM | ISHARES TR | $27.45万 | 0.04% | 1,107 | 1,107 | — | $27.45万 | 新建仓 |
| UNP | UNION PAC CORP | $26.86万 | 0.04% | 1,107 | -75 | -6.3% | -$1.82万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $26.42万 | 0.04% | 2,698 | 40 | 1.5% | $3,916 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $26.29万 | 0.04% | 3,822 | -5,643 | -59.6% | -$38.81万 | 减仓 |
| DE | DEERE & CO | $26.19万 | 0.04% | 465 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.10万 | 0.04% | 4,260 | 4,260 | — | $26.10万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $25.52万 | 0.04% | 600 | -13 | -2.1% | -$5,529 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $24.21万 | 0.03% | 4,903 | 76 | 1.6% | $3,752 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.49万 | 0.03% | 2,493 | 51 | 2.1% | $4,806 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $23.36万 | 0.03% | 13,485 | -14 | -0.1% | -$242 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $23.24万 | 0.03% | 2,096 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $21.57万 | 0.03% | 468 | -5 | -1.1% | -$2,305 | 减仓 |
| GLW | CORNING INC | $21.43万 | 0.03% | 1,576 | 1,576 | — | $21.43万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $21.38万 | 0.03% | 3,780 | 6 | 0.2% | $339 | 加仓 |
| SHE | SPDR SERIES TRUST | $21.21万 | 0.03% | 1,660 | 2 | 0.1% | $256 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $20.72万 | 0.03% | 2,619 | 3 | 0.1% | $237 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $20.65万 | 0.03% | 8,510 | 250 | 3.0% | $6,068 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $20.55万 | 0.03% | 1,282 | -68 | -5.0% | -$1.09万 | 减仓 |
| PYLD | PIMCO ETF TR | $0 | 0.00% | 0 | -14,310 | -100.0% | -$38.18万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -1,191 | -100.0% | -$36.20万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | -656 | -100.0% | -$23.01万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1,592 | -100.0% | -$21.07万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -2,813 | -100.0% | -$20.71万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -4,489 | -100.0% | -$20.60万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |