Lighthouse Wealth Management Inc.
ASHLAND OH · SEC CIK 0002042810
$1.61亿2026Q2 申报市值
47持仓数
72.2%前十大占比 · 第一大 11.4%
6 / 2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
IDHQ 新建仓+$108.72万
QQQM 新建仓+$93.62万
DBMF 加仓+$60.37万
BUFQ 新建仓+$52.87万
SCHD 加仓+$51.35万
2026Q2 卖出最多 按季末市值估算
TCHP 减仓-$165.72万
AKRE 减仓-$110.46万
QQQ 减仓-$60.24万
SCHK 减仓-$49.16万
COWG 减仓-$45.47万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,271 | -100.0% | -$22.53万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,052 | -100.0% | -$20.51万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $20.44万 | 0.13% | 4,438 | 4,438 | — | $20.44万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $25.76万 | 0.16% | 1,352 | 1,352 | — | $25.76万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $26.30万 | 0.16% | 785 | 785 | — | $26.30万 | 新建仓 |
| HD | HOME DEPOT INC | $26.93万 | 0.17% | 764 | 3 | 0.4% | $1,058 | 加仓 |
| NFLX | NETFLIX INC. | $33.19万 | 0.21% | 4,648 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.58万 | 0.23% | 731 | -20 | -2.7% | -$1.00万 | 减仓 |
| ETN | EATON CORP PLC | $38.18万 | 0.24% | 896 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $38.26万 | 0.24% | 8,772 | 119 | 1.4% | $5,190 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $41.80万 | 0.26% | 14,202 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $50.15万 | 0.31% | 10,011 | -33,084 | -76.8% | -$165.72万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $52.87万 | 0.33% | 13,462 | 13,462 | — | $52.87万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $58.01万 | 0.36% | 14,272 | -1,105 | -7.2% | -$4.49万 | 减仓 |
| AMZN | AMAZON COM INC | $60.04万 | 0.37% | 2,519 | -258 | -9.3% | -$6.15万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $66.19万 | 0.41% | 12,462 | 1,323 | 11.9% | $7.03万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $66.85万 | 0.42% | 15,497 | -5,079 | -24.7% | -$21.91万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $67.48万 | 0.42% | 8,325 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $77.87万 | 0.48% | 2,088 | -126 | -5.7% | -$4.70万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $82.44万 | 0.51% | 10,582 | 643 | 6.5% | $5.01万 | 加仓 |
| WMT | WALMART INC | $82.59万 | 0.51% | 7,292 | -45 | -0.6% | -$5,097 | 减仓 |
| VDC | VANGUARD WORLD FD | $91.28万 | 0.57% | 4,048 | 66 | 1.7% | $1.49万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $93.62万 | 0.58% | 3,090 | 3,090 | — | $93.62万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $108.00万 | 0.67% | 22,416 | -114 | -0.5% | -$5,493 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $108.69万 | 0.67% | 14,170 | -955 | -6.3% | -$7.32万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $108.72万 | 0.68% | 24,874 | 24,874 | — | $108.72万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $123.09万 | 0.76% | 13,565 | -59 | -0.4% | -$5,354 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $124.04万 | 0.77% | 44,780 | 3,302 | 8.0% | $9.15万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $129.32万 | 0.80% | 42,246 | 19,722 | 87.6% | $60.37万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $148.09万 | 0.92% | 40,538 | 980 | 2.5% | $3.58万 | 加仓 |
| AAPL | APPLE INC | $154.66万 | 0.96% | 5,345 | -14 | -0.3% | -$4,051 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $190.89万 | 1.19% | 39,229 | 1,433 | 3.8% | $6.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $191.62万 | 1.19% | 9,577 | -230 | -2.3% | -$4.60万 | 减仓 |
| FEGE | RBB FUND TRUST | $201.56万 | 1.25% | 41,202 | -4,794 | -10.4% | -$23.45万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $211.04万 | 1.31% | 43,043 | 5,282 | 14.0% | $25.90万 | 加仓 |
| COWG | PACER FDS TR | $237.93万 | 1.48% | 59,267 | -11,327 | -16.0% | -$45.47万 | 减仓 |
| ABBV | ABBVIE INC | $255.99万 | 1.59% | 10,173 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $509.04万 | 3.16% | 118,436 | 2,988 | 2.6% | $12.84万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $531.69万 | 3.30% | 147,160 | 54 | 0.0% | $1,951 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $696.42万 | 4.32% | 61,696 | 2,525 | 4.3% | $28.50万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $740.38万 | 4.60% | 139,196 | -20,768 | -13.0% | -$110.46万 | 减仓 |
| GCOW | PACER FDS TR | $825.19万 | 5.12% | 190,575 | 7,336 | 4.0% | $31.76万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $898.69万 | 5.58% | 258,169 | 8,034 | 3.2% | $27.97万 | 加仓 |
| COWZ | PACER FDS TR | $1,046.28万 | 6.50% | 168,212 | -52 | -0.0% | -$3,234 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,127.74万 | 7.00% | 171,964 | -2,609 | -1.5% | -$17.11万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,363.17万 | 8.46% | 378,027 | -13,634 | -3.5% | -$49.16万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,495.57万 | 9.29% | 471,641 | 16,195 | 3.6% | $51.35万 | 加仓 |
| HEFA | ISHARES TR | $1,600.09万 | 9.94% | 340,990 | -3,565 | -1.0% | -$16.73万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,840.12万 | 11.43% | 24,988 | -818 | -3.2% | -$60.24万 | 减仓 |