White Lighthouse Investment Management Inc. 13F 持仓 · 2026年Q2
White Lighthouse Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 151 只证券，申报市值合计 8.02 亿美元。前几大持仓：VUG（16.58%）、SHV（8.34%）、VXUS（6.83%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $133.0M | 16.58% | 1.5M | 增持 |
| 2 | SHV | ISHARES TR | $66.9M | 8.34% | 606,646 | 增持 |
| 3 | VXUS | VANGUARD STAR FDS | $54.8M | 6.83% | 641,058 | 减持 |
| 4 | VYM | VANGUARD WHITEHALL FDS | $54.0M | 6.73% | 341,684 | 减持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $30.9M | 3.85% | 390,825 | 增持 |
| 6 | VGT | VANGUARD WORLD FD | $30.2M | 3.77% | 253,028 | 增持 |
| 7 | BND | VANGUARD BD INDEX FDS | $28.9M | 3.61% | 394,254 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $28.1M | 3.50% | 128,941 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $26.5M | 3.30% | 835,391 | 增持 |
| 10 | IGM | ISHARES TR | $21.1M | 2.63% | 128,824 | 增持 |
| 11 | IXUS | ISHARES TR | $17.5M | 2.18% | 182,901 | 减持 |
| 12 | IAU | ISHARES GOLD TR | $14.8M | 1.85% | 196,065 | 增持 |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $13.9M | 1.73% | 168,428 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $12.7M | 1.58% | 18,466 | 减持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $12.3M | 1.53% | 51,946 | 减持 |
| 16 | DVY | ISHARES TR | $10.9M | 1.36% | 70,028 | 减持 |
| 17 | IWF | ISHARES TR | $10.8M | 1.35% | 87,289 | 增持 |
| 18 | BSV | VANGUARD BD INDEX FDS | $9.7M | 1.21% | 124,748 | 增持 |
| 19 | BIL | SPDR SERIES TRUST | $9.1M | 1.13% | 99,007 | 增持 |
| 20 | VTIP | VANGUARD MALVERN FDS | $9.0M | 1.12% | 179,052 | 增持 |
| 21 | VBR | VANGUARD INDEX FDS | $8.9M | 1.11% | 36,641 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $8.1M | 1.01% | 26,615 | 减持 |
| 23 | QQQ | INVESCO QQQ TR | $7.2M | 0.90% | 9,837 | 增持 |
| 24 | VHT | VANGUARD WORLD FD | $7.1M | 0.89% | 23,758 | 减持 |
| 25 | VSGX | VANGUARD WORLD FD | $6.6M | 0.82% | 80,017 | 增持 |
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