Lighthouse Wealth Management Inc.
ASHLAND OH · SEC CIK 0002042810
$1.47亿2026Q1 申报市值
43持仓数
72.8%前十大占比 · 第一大 10.1%
2 / 2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
GCOW 加仓+$263.74万
SCHV 加仓+$152.45万
QQQ 加仓+$66.95万
ISHARES TR 加仓+$63.56万
FDL 加仓+$60.77万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$623.58万
SCHW 清仓-$21.43万
TSLA 清仓-$21.00万
NVDA 减仓-$10.85万
NFLX 减仓-$6.16万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $1,489.48万 | 10.12% | 25,806 | 1,160 | 4.7% | $66.95万 | 加仓 |
| HEFA | ISHARES TR | $1,464.18万 | 9.95% | 344,555 | 11,964 | 3.6% | $50.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,397.31万 | 9.49% | 455,446 | 7,903 | 1.8% | $24.25万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1,227.08万 | 8.34% | 391,661 | 16,321 | 4.3% | $51.13万 | 加仓 |
| COWZ | PACER FDS TR | $1,052.66万 | 7.15% | 168,264 | 1,220 | 0.7% | $7.63万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,011.02万 | 6.87% | 174,573 | 4,675 | 2.8% | $27.07万 | 加仓 |
| GCOW | PACER FDS TR | $847.30万 | 5.76% | 183,239 | 57,038 | 45.2% | $263.74万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $845.41万 | 5.74% | 159,964 | -117,990 | -42.4% | -$623.58万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $762.91万 | 5.18% | 250,135 | 49,982 | 25.0% | $152.45万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $611.65万 | 4.16% | 59,171 | -113 | -0.2% | -$1.17万 | 减仓 |
| — | ISHARES TR | $458.04万 | 3.11% | 115,448 | 16,021 | 16.1% | $63.56万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $427.78万 | 2.91% | 147,106 | 4,266 | 3.0% | $12.41万 | 加仓 |
| COWG | PACER FDS TR | $238.18万 | 1.62% | 70,594 | 970 | 1.4% | $3.27万 | 加仓 |
| ABBV | ABBVIE INC | $221.25万 | 1.50% | 10,173 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $216.18万 | 1.47% | 45,996 | 2,218 | 5.1% | $10.42万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $192.00万 | 1.30% | 37,796 | 11,962 | 46.3% | $60.77万 | 加仓 |
| TCHP | T ROWE PRICE ETF INC | $190.39万 | 1.29% | 43,095 | 4,757 | 12.4% | $21.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $171.04万 | 1.16% | 9,807 | -622 | -6.0% | -$10.85万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $168.53万 | 1.15% | 37,761 | 2,227 | 6.3% | $9.94万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $139.88万 | 0.95% | 13,624 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $136.01万 | 0.92% | 5,359 | 1 | 0.0% | $254 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $133.59万 | 0.91% | 39,558 | 3,882 | 10.9% | $13.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $116.74万 | 0.79% | 15,125 | -149 | -1.0% | -$1.15万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $105.96万 | 0.72% | 22,530 | -249 | -1.1% | -$1.17万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $102.66万 | 0.70% | 41,478 | 13,929 | 50.6% | $34.47万 | 加仓 |
| WMT | WALMART INC | $91.18万 | 0.62% | 7,337 | 4,805 | 189.8% | $59.72万 | 加仓 |
| VDC | VANGUARD WORLD FD | $89.43万 | 0.61% | 3,982 | 100 | 2.6% | $2.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $81.97万 | 0.56% | 2,214 | -145 | -6.1% | -$5.37万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $81.13万 | 0.55% | 20,576 | 315 | 1.6% | $1.24万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $77.93万 | 0.53% | 9,939 | 416 | 4.4% | $3.26万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $68.24万 | 0.46% | 11,139 | 304 | 2.8% | $1.86万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $67.91万 | 0.46% | 22,524 | 9,868 | 78.0% | $29.75万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $62.39万 | 0.42% | 15,377 | -1,254 | -7.5% | -$5.09万 | 减仓 |
| AMZN | AMAZON COM INC | $57.84万 | 0.39% | 2,777 | 128 | 4.8% | $2.67万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $56.84万 | 0.39% | 8,325 | 270 | 3.4% | $1.84万 | 加仓 |
| NFLX | NETFLIX INC. | $44.69万 | 0.30% | 4,648 | -641 | -12.1% | -$6.16万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $37.72万 | 0.26% | 8,653 | -249 | -2.8% | -$1.09万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $36.41万 | 0.25% | 14,202 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.99万 | 0.24% | 751 | -3 | -0.4% | -$1,438 | 减仓 |
| ETN | EATON CORP PLC | $32.05万 | 0.22% | 896 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.04万 | 0.17% | 761 | 2 | 0.3% | $658 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $22.53万 | 0.15% | 4,271 | 4,271 | — | $22.53万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $20.51万 | 0.14% | 4,052 | 4,052 | — | $20.51万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -2,145 | -100.0% | -$21.43万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -467 | -100.0% | -$21.00万 | 清仓 |