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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.08亿 | 15.03% | 248,021 | 7,811 | 3.3% | $341.18万 | 加仓 |
| SHV | ISHARES TR | $5,734.77万 | 7.96% | 519,501 | 47,081 | 10.0% | $519.73万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,672.34万 | 7.87% | 383,007 | -88,831 | -18.8% | -$1,315.59万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $4,963.25万 | 6.89% | 643,659 | 50,167 | 8.5% | $386.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,041.29万 | 4.22% | 383,662 | 17,742 | 4.8% | $140.64万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,823.28万 | 3.92% | 383,389 | 12,100 | 3.3% | $89.10万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,574.14万 | 3.57% | 131,200 | -134 | -0.1% | -$2.63万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,259.67万 | 3.13% | 32,386 | -298 | -0.9% | -$20.79万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,100.79万 | 2.91% | 684,743 | 497,075 | 264.9% | $1,525.03万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,706.50万 | 2.37% | 193,568 | -13,103 | -6.3% | -$115.52万 | 减仓 |
| IXUS | ISHARES TR | $1,609.46万 | 2.23% | 185,764 | -1,874 | -1.0% | -$16.24万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,591.42万 | 2.21% | 192,316 | -8,205 | -4.1% | -$67.90万 | 减仓 |
| IGM | ISHARES TR | $1,462.69万 | 2.03% | 123,424 | 9,468 | 8.3% | $112.21万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,125.60万 | 1.56% | 52,339 | -257 | -0.5% | -$5.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,124.10万 | 1.56% | 18,812 | 177 | 0.9% | $10.58万 | 加仓 |
| DVY | ISHARES TR | $1,069.60万 | 1.48% | 70,643 | 211 | 0.3% | $3.19万 | 加仓 |
| IWF | ISHARES TR | $958.71万 | 1.33% | 22,484 | -171 | -0.8% | -$7.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $943.89万 | 1.31% | 120,379 | 2,871 | 2.4% | $22.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $848.16万 | 1.18% | 169,803 | 37,891 | 28.7% | $189.27万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $803.16万 | 1.11% | 36,970 | 990 | 2.8% | $21.51万 | 加仓 |
| BIL | SPDR SERIES TRUST | $714.91万 | 0.99% | 78,013 | -1,389 | -1.7% | -$12.73万 | 减仓 |
| VB | VANGUARD INDEX FDS | $705.23万 | 0.98% | 26,925 | 2,340 | 9.5% | $61.29万 | 加仓 |
| VHT | VANGUARD WORLD FD | $673.76万 | 0.93% | 24,741 | 256 | 1.0% | $6.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $562.21万 | 0.78% | 9,741 | 455 | 4.9% | $26.26万 | 加仓 |
| AAPL | APPLE INC | $561.80万 | 0.78% | 22,137 | -1,440 | -6.1% | -$36.55万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $559.44万 | 0.78% | 77,992 | 627 | 0.8% | $4.50万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $526.55万 | 0.73% | 59,363 | -383 | -0.6% | -$3.40万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $523.45万 | 0.73% | 46,625 | 1,332 | 2.9% | $14.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $509.97万 | 0.71% | 17,758 | 707 | 4.1% | $20.30万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $464.55万 | 0.64% | 79,357 | 4,986 | 6.7% | $29.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $439.46万 | 0.61% | 13,698 | 378 | 2.8% | $12.13万 | 加仓 |
| IUSB | ISHARES TR | $393.08万 | 0.55% | 85,101 | -238 | -0.3% | -$1.10万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $380.52万 | 0.53% | 49,303 | -427 | -0.9% | -$3.30万 | 减仓 |
| VPU | VANGUARD WORLD FD | $371.01万 | 0.51% | 18,724 | 50 | 0.3% | $9,907 | 加仓 |
| GOOG | ALPHABET INC | $354.24万 | 0.49% | 12,349 | 8,219 | 199.0% | $235.76万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $346.77万 | 0.48% | 18,818 | 293 | 1.6% | $5.40万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $340.04万 | 0.47% | 13,213 | 513 | 4.0% | $13.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $328.87万 | 0.46% | 8,884 | 79 | 0.9% | $2.92万 | 加仓 |
| AZN | ASTRAZENECA PLC F SPONSORED ADR | $300.03万 | 0.42% | 15,213 | 26 | 0.2% | $5,128 | 加仓 |
| GLD | SPDR GOLD TR | $296.17万 | 0.41% | 6,883 | -210 | -3.0% | -$9.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $282.35万 | 0.39% | 4,342 | 225 | 5.5% | $14.63万 | 加仓 |
| GOOGL | ALPHABET INC | $276.86万 | 0.38% | 9,628 | -494 | -4.9% | -$14.21万 | 减仓 |
| MUB | ISHARES TR | $266.22万 | 0.37% | 25,080 | 980 | 4.1% | $10.40万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $264.84万 | 0.37% | 48,999 | -1,887 | -3.7% | -$10.20万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $258.00万 | 0.36% | 96,957 | 3,487 | 3.7% | $9.28万 | 加仓 |
| ESGU | ISHARES TR | $243.14万 | 0.34% | 17,193 | 50 | 0.3% | $7,071 | 加仓 |
| AMZN | AMAZON COM INC | $225.68万 | 0.31% | 10,836 | -1,019 | -8.6% | -$21.22万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $205.19万 | 0.28% | 4,282 | -885 | -17.1% | -$42.41万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $199.63万 | 0.28% | 24,218 | 68 | 0.3% | $5,605 | 加仓 |
| IUSG | ISHARES TR | $191.13万 | 0.27% | 12,322 | -156 | -1.3% | -$2.42万 | 减仓 |
| IJT | ISHARES TR | $186.50万 | 0.26% | 12,888 | 68 | 0.5% | $9,840 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $184.88万 | 0.26% | 11,182 | -147 | -1.3% | -$2.43万 | 减仓 |
| WMT | WALMART INC | $174.15万 | 0.24% | 14,013 | -1,234 | -8.1% | -$15.34万 | 减仓 |
| CAT | CATERPILLAR INC | $173.51万 | 0.24% | 2,449 | -22 | -0.9% | -$1.56万 | 减仓 |
| ESGD | ISHARES TR | $167.61万 | 0.23% | 17,529 | 65 | 0.4% | $6,215 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $162.30万 | 0.23% | 21,722 | -35,002 | -61.7% | -$261.53万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $160.62万 | 0.22% | 21,387 | -35 | -0.2% | -$2,629 | 减仓 |
| DSI | ISHARES TR | $156.85万 | 0.22% | 12,942 | 150 | 1.2% | $1.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $156.71万 | 0.22% | 24,456 | -1,712 | -6.5% | -$10.97万 | 减仓 |
| IBB | ISHARES TR | $156.61万 | 0.22% | 9,275 | 4 | 0.0% | $675 | 加仓 |
| VOX | VANGUARD WORLD FD | $156.23万 | 0.22% | 8,687 | -188 | -2.1% | -$3.38万 | 减仓 |
| VCR | VANGUARD WORLD FD | $155.37万 | 0.22% | 4,328 | -86 | -1.9% | -$3.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $154.97万 | 0.22% | 6,340 | 17 | 0.3% | $4,155 | 加仓 |
| IXJ | ISHARES TR | $152.24万 | 0.21% | 16,275 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $141.85万 | 0.20% | 2,172 | -2 | -0.1% | -$1,306 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $139.47万 | 0.19% | 10,494 | -2,750 | -20.8% | -$36.55万 | 减仓 |
| SGOL | ETFS GOLD TR | $137.72万 | 0.19% | 30,865 | -3,725 | -10.8% | -$16.62万 | 减仓 |
| SUB | ISHARES TR | $134.57万 | 0.19% | 12,636 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $133.67万 | 0.19% | 13,965 | 433 | 3.2% | $4.14万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $126.06万 | 0.17% | 19,190 | 221 | 1.2% | $1.45万 | 加仓 |
| EMB | ISHARES TR | $122.50万 | 0.17% | 13,042 | 5,095 | 64.1% | $47.86万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $120.03万 | 0.17% | 24,058 | -200 | -0.8% | -$9,978 | 减仓 |
| AMGN | AMGEN INC | $117.27万 | 0.16% | 3,333 | -236 | -6.6% | -$8.30万 | 减仓 |
| LLY | ELI LILLY & CO | $107.25万 | 0.15% | 1,166 | 1,166 | — | $107.25万 | 新建仓 |
| HYG | ISHARES TR | $104.37万 | 0.14% | 13,119 | 6,825 | 108.4% | $54.30万 | 加仓 |
| SUSC | ISHARES TR | $103.17万 | 0.14% | 44,588 | 963 | 2.2% | $2.23万 | 加仓 |
| ICF | ISHARES TR | $95.58万 | 0.13% | 15,444 | -590 | -3.7% | -$3.65万 | 减仓 |
| IGSB | ISHARES TR | $93.29万 | 0.13% | 17,750 | 160 | 0.9% | $8,410 | 加仓 |
| SO | SOUTHERN CO | $92.71万 | 0.13% | 9,605 | -177 | -1.8% | -$1.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $91.06万 | 0.13% | 5,221 | 409 | 8.5% | $7.13万 | 加仓 |
| NULG | NUSHARES ETF TR | $89.00万 | 0.12% | 9,787 | -691 | -6.6% | -$6.28万 | 减仓 |
| IJR | ISHARES TR | $86.43万 | 0.12% | 6,953 | 183 | 2.7% | $2.27万 | 加仓 |
| VFH | VANGUARD WORLD FD | $86.23万 | 0.12% | 7,138 | 128 | 1.8% | $1.55万 | 加仓 |
| QUAL | ISHARES TR | $85.82万 | 0.12% | 4,474 | 253 | 6.0% | $4.85万 | 加仓 |
| SOXX | ISHARES TR | $83.94万 | 0.12% | 2,554 | -27 | -1.0% | -$8,874 | 减仓 |
| GDX | VANECK ETF TRUST | $83.29万 | 0.12% | 9,076 | -472 | -4.9% | -$4.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $79.62万 | 0.11% | 2,707 | -966 | -26.3% | -$28.41万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $76.95万 | 0.11% | 5,327 | 22 | 0.4% | $3,178 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $76.37万 | 0.11% | 2,335 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $72.60万 | 0.10% | 15,967 | -540 | -3.3% | -$2.46万 | 减仓 |
| NUSC | NUSHARES ETF TR | $72.05万 | 0.10% | 15,990 | 50 | 0.3% | $2,253 | 加仓 |
| MGK | VANGUARD WORLD FD | $64.78万 | 0.09% | 1,763 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FTSE GREECE 20 ETF | $63.68万 | 0.09% | 9,970 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $60.72万 | 0.08% | 9,202 | 9 | 0.1% | $594 | 加仓 |
| EFA | ISHARES TR | $58.84万 | 0.08% | 6,058 | 855 | 16.4% | $8.30万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $56.92万 | 0.08% | 7,107 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $56.57万 | 0.08% | 5,789 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $56.52万 | 0.08% | 26,722 | 657 | 2.5% | $1.39万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $56.22万 | 0.08% | 19,300 | 4,628 | 31.5% | $13.48万 | 加仓 |
| — | EXXON MOBIL CORP | $55.53万 | 0.08% | 3,273 | 83 | 2.6% | $1.41万 | 加仓 |