Lighthouse Financial LLC
- SEC CIK
- 0002057556
- 最新申報
- 2026/8/13
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 74
- 較 2025 年第 4 季 +2
- 總值
- $1.66 億
- 較 2025 年第 4 季 +$1,268 萬 (+8.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 105,750 | $1,844 萬 | 11.1% | +7,081+7.2% | 加碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 154,747 | $1,687 萬 | 10.2% | +68,615+79.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 194,884 | $1,545 萬 | 9.3% | +19,007+10.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,402 | $1,004 萬 | 6.1% | +842+5.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,151 | $989.7 萬 | 6.0% | −56−0.4% | 減碼 | – |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 109,138 | $815.5 萬 | 4.9% | +90.0% | 加碼 | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 175,896 | $626.0 萬 | 3.8% | +39,753+29.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 26,572 | $553.4 萬 | 3.3% | +2,590+10.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,138 | $472.6 萬 | 2.9% | +527+11.4% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 22,235 | $469.5 萬 | 2.8% | −2,350−9.6% | 減碼 | – |
| VRTVertiv Holdings Co | COM CL A | 16,209 | $406.2 萬 | 2.5% | −690−4.1% | 減碼 | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 63,223 | $389.7 萬 | 2.4% | +4,357+7.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 15,138 | $384.2 萬 | 2.3% | +4,217+38.6% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 67,953 | $377.3 萬 | 2.3% | −88,558−56.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 10,177 | $376.7 萬 | 2.3% | +3,152+44.9% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,293 | $347.9 萬 | 2.1% | +2,527+32.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,058 | $345.9 萬 | 2.1% | +3,720+44.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 6,277 | $280.3 萬 | 1.7% | +2,547+68.3% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 23,418 | $264.9 萬 | 1.6% | +2,300+10.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,826 | $242.2 萬 | 1.5% | +4,731+152.9% | 加碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 22,085 | $214.5 萬 | 1.3% | −1,780−7.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 7,432 | $210.9 萬 | 1.3% | −816−9.9% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 1,910 | $166.7 萬 | 1.0% | +3+0.2% | 加碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 18,028 | $139.7 萬 | 0.8% | +6,220+52.7% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 4,360 | $136.8 萬 | 0.8% | −100−2.2% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 7,860 | $132.7 萬 | 0.8% | +4,850+161.1% | 加碼 | – |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 146,473 | $121.0 萬 | 0.7% | +51,508+54.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,647 | $94.2 萬 | 0.6% | +50+3.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,489 | $93.1 萬 | 0.6% | +66+1.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,504 | $88.1 萬 | 0.5% | −46−1.8% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,795 | $87.0 萬 | 0.5% | +5+0.1% | 加碼 | – |
| RDDTReddit, Inc. | Stock | 6,310 | $85.0 萬 | 0.5% | +5,230+484.3% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 12,826 | $80.2 萬 | 0.5% | +12,826 | 新進 | – |
| MGMMGM Resorts International | Stock | 20,950 | $77.5 萬 | 0.5% | −50−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,281 | $71.4 萬 | 0.4% | −86−2.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 371 | $64.1 萬 | 0.4% | −1−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,722 | $64.0 萬 | 0.4% | +434+33.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,342 | $63.4 萬 | 0.4% | +2,342 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,014 | $60.6 萬 | 0.4% | +52+5.4% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 4,000 | $55.3 萬 | 0.3% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 14,750 | $53.5 萬 | 0.3% | +3,000+25.5% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 1,999 | $48.9 萬 | 0.3% | +41+2.1% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,900 | $45.9 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 4,386 | $45.0 萬 | 0.3% | +22+0.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,529 | $45.0 萬 | 0.3% | +27+1.8% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,235 | $44.3 萬 | 0.3% | +535+8.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 852 | $40.8 萬 | 0.2% | +152+21.7% | 加碼 | 歷史 |
| iShares Tr464287697 | U.S. UTILITS ETF | 3,500 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,670 | $40.5 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 2,722 | $35.9 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,215 | $32.7 萬 | 0.2% | −65−1.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,039 | $32.7 萬 | 0.2% | +13+0.6% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,613 | $32.1 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 940 | $31.8 萬 | 0.2% | +940 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,211 | $30.7 萬 | 0.2% | −2,000−24.4% | 減碼 | – |
| CCitigroup Inc | Stock | 2,675 | $30.3 萬 | 0.2% | +337+14.4% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 435 | $28.3 萬 | 0.2% | +20+4.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,150 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 1,674 | $26.7 萬 | 0.2% | +14+0.8% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 1,912 | $25.0 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,450 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 835 | $24.0 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| VFFVillage Farms International, Inc. | COM | 82,759 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TKRTimken Co | COM | 2,326 | $23.4 萬 | 0.1% | +2,326 | 新進 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 3,266 | $23.2 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,257 | $22.9 萬 | 0.1% | +1,257 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 7,992 | $22.4 萬 | 0.1% | −571−6.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,537 | $22.2 萬 | 0.1% | +31+2.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,004 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 2,979 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ATECAlphatec Holdings, Inc. | COM NEW | 18,970 | $20.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BIIBBiogen Inc. | COM | 1,101 | $20.2 萬 | 0.1% | +1,101 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,371 | $20.2 萬 | 0.1% | −90−6.2% | 減碼 | 歷史 |
| QSQuantumScape Corp | COM CL A | 22,300 | $14.2 萬 | 0.1% | +2,000+9.9% | 加碼 | 歷史 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVONovo Nordisk A S | ADR | 11,171 | $56.8 萬 | 0.4% | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 950 | $24.8 萬 | 0.2% | 歷史 |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,000 | $22.1 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,130 | $21.6 萬 | 0.1% | – |