Lumentum Holdings Inc.
LITE- 交易所
- Nasdaq
- 產業
- Communications Equipment, NEC
- SEC CIK
- 0001633978
近 90 天，Lumentum Holdings Inc. 內部人申報 0 筆公開市場買進、17 筆賣出；2026 年第 2 季末有 1,321 家機構在 13F 申報持有，市值合計 $704.6 億；高瓴 HHLR和Maverick 資本兩位大師持有。
2026 年第 2 季 13F 持有人
Lumentum Holdings Inc. 在 2026/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,321
- 較 2026 年第 1 季 +244 家
- 持有股數
- 8,222 萬
- 較 2026 年第 1 季 +559.7 萬 (+7.3%)
- 總市值
- $704.6 億
- 較 2026 年第 1 季 +$168.1 億 (+31.3%)
- 新進機構
- 379
- 另有 525 家加碼
- 清倉機構
- 135
- 另有 326 家減碼
另有 12 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 LITE 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,321 | $704.6 億 |
| 2026 年第 1 季 | 1,089 | $540.7 億 |
| 2025 年第 4 季 | 757 | $295.1 億 |
| 2025 年第 3 季 | 589 | $128.2 億 |
| 2025 年第 2 季 | 483 | $79.6 億 |
| 2025 年第 1 季 | 422 | $50.4 億 |
| 2024 年第 4 季 | 450 | $62.3 億 |
| 2024 年第 3 季 | 386 | $46.5 億 |
| 2024 年第 2 季 | 377 | $38.7 億 |
| 2024 年第 1 季 | 366 | $35.8 億 |
| 2023 年第 4 季 | 357 | $37.6 億 |
| 2023 年第 3 季 | 366 | $31.6 億 |
| 2023 年第 2 季 | 377 | $38.8 億 |
| 2023 年第 1 季 | 387 | $34.2 億 |
| 2022 年第 4 季 | 429 | $32.9 億 |
| 2022 年第 3 季 | 443 | $46.2 億 |
| 2022 年第 2 季 | 468 | $52.8 億 |
| 2022 年第 1 季 | 479 | $66.1 億 |
| 2021 年第 4 季 | 487 | $71.4 億 |
| 2021 年第 3 季 | 434 | $55.2 億 |
| 2021 年第 2 季 | 423 | $55.8 億 |
| 2021 年第 1 季 | 478 | $63.6 億 |
2026 年第 2 季持有機構
每家機構持有 Lumentum Holdings Inc. 的股數、市值與佔組合比重；股數變化跟 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 1,237 | $106.1 萬 | 0.13% | −585−32.1% | 減碼 |
| Advisors Preferred, LLC | 1,457 | $106.1 萬 | 0.16% | −29−2.0% | 減碼 |
| Phoenix Holdings Ltd. | 1,235 | $106.0 萬 | 0.01% | +1,235 | 新進 |
| Smith Shellnut Wilson LLC | 1,230 | $105.5 萬 | 0.39% | 00.0% | 不變 |
| Corient IA LLC | 1,220 | $104.7 萬 | 0.97% | 00.0% | 不變 |
| Ofi Invest Asset Management | 1,218 | $104.5 萬 | 0.01% | +1,218 | 新進 |
| Smith Group Asset Management, LLC | 1,214 | $104.2 萬 | 0.04% | +118+10.8% | 加碼 |
| Centaurus Financial, Inc. | 1,213 | $104.1 萬 | 0.04% | +1,213 | 新進 |
| Ardmore Road Asset Management LP | 1,200 | $103.0 萬 | 0.06% | −69,800−98.3% | 減碼 |
| Anson Funds Management LP | 1,200 | $103.0 萬 | 0.10% | +1,200 | 新進 |
| Optimist Retirement Group LLC | 1,178 | $101.1 萬 | 0.39% | +33+2.9% | 加碼 |
| Aptus Capital Advisors, LLC | 1,175 | $100.8 萬 | 0.01% | +820+231.0% | 加碼 |
| Perigon Wealth Management, LLC | 1,172 | $100.5 萬 | 0.02% | +395+50.8% | 加碼 |
| Independent Advisor Alliance | 1,167 | $100.1 萬 | 0.02% | +350+42.8% | 加碼 |
| Quantbot Technologies LP | 1,166 | $100.0 萬 | 0.04% | +1,166 | 新進 |
| BW Gestao de Investimentos Ltda. | 1,164 | $99.9 萬 | 0.02% | −12,852−91.7% | 減碼 |
| Warren Averett Asset Management, LLC | 1,161 | $99.6 萬 | 0.01% | +421+56.9% | 加碼 |
| Parallel Advisors, LLC | 1,158 | $99.4 萬 | 0.02% | +598+106.8% | 加碼 |
| Change Path, LLC | 1,157 | $99.3 萬 | 0.02% | +528+83.9% | 加碼 |
| JBR Co Financial Management Inc | 1,133 | $97.2 萬 | 0.35% | +234+26.0% | 加碼 |
| Mindset Wealth Management, LLC | 1,129 | $96.9 萬 | 0.19% | −277−19.7% | 減碼 |
| Nations Financial Group Inc, | 1,126 | $96.6 萬 | 0.05% | +1,126 | 新進 |
| Yorktown Management & Research Co Inc | 1,125 | $96.5 萬 | 0.59% | 00.0% | 不變 |
| Plato Investment Management Ltd | 1,118 | $95.4 萬 | 0.05% | −771−40.8% | 減碼 |
| Hilltop Holdings Inc. | 1,107 | $95.0 萬 | 0.08% | −307−21.7% | 減碼 |
| Beck Capital Management, LLC | 1,106 | $94.9 萬 | 0.17% | +80+7.8% | 加碼 |
| Ground Swell Capital, LLC | 1,104 | $94.7 萬 | 1.02% | +1,104 | 新進 |
| Stratos Wealth Partners, LTD. | 1,103 | $94.7 萬 | 0.01% | +536+94.5% | 加碼 |
| Johnson Financial Group, Inc. | 1,100 | $94.4 萬 | 0.03% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 1,100 | $94.4 萬 | 0.01% | +1,100 | 新進 |
| PKO Investment Management Joint-Stock Co | 1,100 | $94.4 萬 | 0.07% | +1,100 | 新進 |
| Bluefin Capital Management, LLC | 1,089 | $93.4 萬 | 0.27% | +1,089 | 新進 |
| Algebris (UK) Ltd | 1,080 | $92.4 萬 | 0.06% | +1,080 | 新進 |
| Wim Investment Management Ltd | 1,075 | $92.2 萬 | 0.30% | +1,075 | 新進 |
| TCG Advisory Services, LLC | 1,073 | $92.1 萬 | 0.02% | +365+51.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,069 | $91.7 萬 | 0.00% | +27+2.6% | 加碼 |
| Silverleafe Capital Partners, LLC | 1,067 | $91.6 萬 | 0.25% | +279+35.4% | 加碼 |
| Stonebridge Financial Group, LLC | 1,064 | $91.2 萬 | 0.13% | +1,064 | 新進 |
| Keybank National Association | 1,059 | $90.9 萬 | 0.00% | +1,059 | 新進 |
| Siren, L.L.C. | 1,055 | $90.5 萬 | 0.02% | +1,055 | 新進 |
| Siemens Fonds Invest GmbH | 1,051 | $90.2 萬 | 0.04% | +42+4.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,032 | $88.6 萬 | 0.01% | −1,140−52.5% | 減碼 |
| Owen LaRue, LLC | 1,029 | $88.3 萬 | 0.31% | +29+2.9% | 加碼 |
| Nicholas Investment Partners, LP | 1,029 | $88.3 萬 | 0.05% | +1,029 | 新進 |
| Penn Capital Management Co Inc | 1,023 | $87.8 萬 | 0.06% | −1,919−65.2% | 減碼 |
| Markin Volterra Fund LP | 1,023 | $87.8 萬 | 2.98% | +93+10.0% | 加碼 |
| USA Financial Formulas | 1,019 | $87.4 萬 | 0.16% | +1,019 | 新進 |
| Park Avenue Securities LLC | 1,015 | $87.1 萬 | 0.01% | +1,015 | 新進 |
| Oakmont Investment Advisors, Inc. | 1,004 | $86.1 萬 | 0.60% | +1,004 | 新進 |
| WBH Advisory Inc | 1,000 | $85.8 萬 | 0.06% | 00.0% | 不變 |
| Albion Financial Group | 1,000 | $85.8 萬 | 0.05% | 00.0% | 不變 |
| Patten Group, Inc. | 1,000 | $85.8 萬 | 0.13% | +176+21.4% | 加碼 |
| Bull Harbor Capital LLC | 995 | $85.4 萬 | 0.17% | +158+18.9% | 加碼 |
| Private Trust Co NA | 989 | $84.9 萬 | 0.07% | +15+1.5% | 加碼 |
| JNBA Financial Advisors | 986 | $84.6 萬 | 0.06% | +986 | 新進 |
| Cercano Management LLC | 976 | $83.7 萬 | 0.11% | +976 | 新進 |
| Diversified Trust Co | 963 | $82.6 萬 | 0.01% | +201+26.4% | 加碼 |
| Capital Markets Trading UK LLP | 959 | $82.3 萬 | 0.59% | +959 | 新進 |
| Ritholtz Wealth Management | 952 | $81.7 萬 | 0.01% | +137+16.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 951 | $81.6 萬 | 0.02% | +24+2.6% | 加碼 |
| Q Fund Management (Hong Kong) Ltd | 940 | $80.7 萬 | 0.74% | −16,860−94.7% | 減碼 |
| White Pine Capital LLC | 932 | $80.0 萬 | 0.19% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 931 | $79.9 萬 | 0.02% | +185+24.8% | 加碼 |
| Oak Thistle LLC | 927 | $79.5 萬 | 0.08% | −3,937−80.9% | 減碼 |
| TIAA Wealth Investment Management LLC | 921 | $79.0 萬 | 0.01% | +921 | 新進 |
| Hanlon Investment Management, Inc. | 910 | $78.1 萬 | 0.41% | +910 | 新進 |
| Seek First Inc. | 900 | $77.2 萬 | 0.49% | 00.0% | 不變 |
| Avanza Fonder AB | 896 | $76.9 萬 | 0.02% | +896 | 新進 |
| QVT Financial LP | 895 | $76.8 萬 | 0.05% | +451+101.6% | 加碼 |
| Arlington Capital Management, Inc. | 883 | $75.8 萬 | 0.47% | +585+196.3% | 加碼 |
| Ted Buchan & Co | 872 | $74.8 萬 | 0.24% | +872 | 新進 |
| Apollon Wealth Management, LLC | 872 | $74.8 萬 | 0.01% | +519+147.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 870 | $74.7 萬 | 0.01% | +139+19.0% | 加碼 |
| BCJ Capital Management, LLC | 870 | $74.7 萬 | 0.04% | +870 | 新進 |
| HighPoint Advisor Group LLC | 869 | $74.6 萬 | 0.03% | +579+199.7% | 加碼 |
| Perennial Investment Advisors, LLC | 859 | $73.7 萬 | 0.05% | +80+10.3% | 加碼 |
| EP Wealth Advisors, LLC | 854 | $73.3 萬 | 0.00% | +398+87.3% | 加碼 |
| Checchi Capital Advisers, LLC | 853 | $73.2 萬 | 0.05% | +63+8.0% | 加碼 |
| D.A. Davidson & Co. | 852 | $73.1 萬 | 0.00% | −218−20.4% | 減碼 |
| Shay Capital LLC | 850 | $72.9 萬 | 0.08% | +400+88.9% | 加碼 |
| Allianz SE | 850 | $72.9 萬 | 0.01% | +631+288.1% | 加碼 |
| Ionic Capital Management LLC | 842 | $72.2 萬 | 0.68% | −640−43.2% | 減碼 |
| Blueshift Asset Management, LLC | 836 | $71.7 萬 | 0.17% | +836 | 新進 |
| CWC Advisors, LLC. | 833 | $71.5 萬 | 0.32% | −63−7.0% | 減碼 |
| PFG Investments, LLC | 833 | $71.5 萬 | 0.03% | −58−6.5% | 減碼 |
| Triumph Capital Management | 833 | $71.5 萬 | 0.13% | +532+176.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 823 | $70.6 萬 | 0.05% | −575−41.1% | 減碼 |
| Brookstone Capital Management | 819 | $70.3 萬 | 0.01% | −906−52.5% | 減碼 |
| Roman Butler Fullerton & Co | 912 | $70.1 萬 | 0.17% | +912 | 新進 |
| Flagship Harbor Advisors, LLC | 807 | $69.2 萬 | 0.03% | +807 | 新進 |
| Norden Group LLC | 807 | $69.2 萬 | 0.06% | −96−10.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 806 | $69.2 萬 | 0.04% | +97+13.7% | 加碼 |
| NorthCrest Asset Manangement, LLC | 876 | $68.9 萬 | 0.02% | +147+20.2% | 加碼 |
| RMB Capital Management, LLC | 802 | $68.8 萬 | 0.01% | +58+7.8% | 加碼 |
| Arista Wealth Management, LLC | 801 | $68.7 萬 | 0.07% | +801 | 新進 |
| Employees Retirement System of Texas | 796 | $68.3 萬 | 0.01% | +134+20.2% | 加碼 |
| Brevan Howard Capital Management LP | 783 | $67.2 萬 | 0.01% | −5,307−87.1% | 減碼 |
| Trust Asset Management LLC | 783 | $67.2 萬 | 0.04% | +783 | 新進 |
| Benjamin Edwards Inc | 772 | $66.2 萬 | 0.01% | +772 | 新進 |
| Panagora Asset Management Inc | 754 | $64.7 萬 | 0.00% | +754 | 新進 |