Lighthouse Wealth Management Inc. 13F 持仓 · 2026年Q2
Lighthouse Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 1.61 亿美元。前几大持仓：QQQ（11.43%）、HEFA（9.94%）、SCHD（9.29%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $18.4M | 11.43% | 24,988 | 减持 |
| 2 | HEFA | ISHARES TR | $16.0M | 9.94% | 340,990 | 减持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $15.0M | 9.29% | 471,641 | 增持 |
| 4 | SCHK | SCHWAB STRATEGIC TR | $13.6M | 8.46% | 378,027 | 减持 |
| 5 | IUS | INVESCO EXCH TRD SLF IDX FD | $11.3M | 7.00% | 171,964 | 减持 |
| 6 | COWZ | PACER FDS TR | $10.5M | 6.50% | 168,212 | 减持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $9.0M | 5.58% | 258,169 | 增持 |
| 8 | GCOW | PACER FDS TR | $8.3M | 5.12% | 190,575 | 增持 |
| 9 | AKRE | PROFESIONALLY MANAGED PORTFO | $7.4M | 4.60% | 139,196 | 减持 |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.0M | 4.32% | 61,696 | 增持 |
| 11 | SCHA | SCHWAB STRATEGIC TR | $5.3M | 3.30% | 147,160 | 增持 |
| 12 | HSCZ | ISHARES TR | $5.1M | 3.16% | 118,436 | 增持 |
| 13 | ABBV | ABBVIE INC | $2.6M | 1.59% | 10,173 | 持平 |
| 14 | COWG | PACER FDS TR | $2.4M | 1.48% | 59,267 | 减持 |
| 15 | TDVG | T ROWE PRICE EXCHANGE-TRADED | $2.1M | 1.31% | 43,043 | 增持 |
| 16 | FEGE | RBB FUND TRUST | $2.0M | 1.25% | 41,202 | 减持 |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $1.9M | 1.19% | 39,229 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $1.9M | 1.19% | 9,577 | 减持 |
| 19 | AAPL | APPLE INC | $1.5M | 0.96% | 5,345 | 减持 |
| 20 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.92% | 40,538 | 增持 |
| 21 | DBMF | LITMAN GREGORY FDS TR | $1.3M | 0.80% | 42,246 | 增持 |
| 22 | SCHF | SCHWAB STRATEGIC TR | $1.2M | 0.77% | 44,780 | 增持 |
| 23 | ABT | ABBOTT LABORATORIES | $1.2M | 0.76% | 13,565 | 减持 |
| 24 | IDHQ | INVESCO EXCH TRADED FD TR II | $1.1M | 0.68% | 24,874 | 新建仓 |
| 25 | BIV | VANGUARD BD INDEX FDS | $1.1M | 0.67% | 14,170 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR