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Lighthouse Wealth Management Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Lighthouse Wealth Management Inc.

报告期 2026-03-31 · CIK 0002042810

持仓数

43

前50大市值合计

$147.2M

报告期

2026-03-31

当前持仓调仓

前 43 大持仓

标的

类型

市值

股数

占比*

QQQ INVESCO QQQ TR

UNIT SER 1

$14.9M

25,806

10.1%

HEFA ISHARES TR

HDG MSCI EAFE

$14.6M

344,555

9.9%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$14.0M

455,446

9.5%

SCHK SCHWAB STRATEGIC TR

1000 INDEX ETF

$12.3M

391,661

8.3%

COWZ PACER FDS TR

US CASH COWS 100

$10.5M

168,264

7.2%

IUS INVESCO EXCH TRD SLF IDX FD

RAFI STRATGIC US

$10.1M

174,573

6.9%

GCOW PACER FDS TR

GLOBL CASH ETF

$8.5M

183,239

5.8%

AKRE PROFESIONALLY MANAGED PORTFO

AKRE FOCUS ETF

$8.5M

159,964

5.7%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$7.6M

250,135

5.2%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$6.1M

59,171

4.2%

HSCZ ISHARES TR

MSCI EAFE SMCP

$4.6M

115,448

3.1%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$4.3M

147,106

2.9%

COWG PACER FDS TR

US LRG CP CASH

$2.4M

70,594

1.6%

ABBV ABBVIE INC

COM

$2.2M

10,173

1.5%

FEGE RBB FUND TRUST

FIRST EAGLE GBL

$2.2M

45,996

1.5%

FDL FIRST TR EXCHANGE-TRADED FD

SHS

$1.9M

37,796

1.3%

TCHP T ROWE PRICE ETF INC

PRICE BLUE CHIP

$1.9M

43,095

1.3%

NVDA NVIDIA CORPORATION

COM

$1.7M

9,807

1.2%

TDVG T ROWE PRICE ETF INC

PRICE DIV GRWT

$1.7M

37,761

1.1%

ABT ABBOTT LABORATORIES

COM

$1.4M

13,624

1.0%

AAPL APPLE INC

COM

$1.4M

5,359

0.9%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$1.3M

39,558

0.9%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$1.2M

15,125

0.8%

FVD FIRST TR EXCHANGE-TRADED FD

SHS

$1.1M

22,530

0.7%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$1.0M

41,478

0.7%

WMT WALMART INC

COM

$911.8K

7,337

0.6%

VDC VANGUARD WORLD FD

CONSUM STP ETF

$894.3K

3,982

0.6%

MSFT MICROSOFT CORP

COM

$819.7K

2,214

0.6%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$811.3K

20,576

0.6%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$779.3K

9,939

0.5%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$682.4K

11,139

0.5%

DBMF LITMAN GREGORY FDS TR

IMGP DBI MANAGED

$679.1K

22,524

0.5%

HYLS FIRST TR EXCHANGE-TRADED FD

FIRST TR TA HIYL

$623.9K

15,377

0.4%

AMZN AMAZON COM INC

COM

$578.4K

2,777

0.4%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$568.4K

8,325

0.4%

NFLX NETFLIX INC.

COM

$446.9K

4,648

0.3%

FIXD FIRST TR EXCHNG TRADED FD VI

SMITH OPPORT FXD

$377.2K

8,653

0.3%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$364.1K

14,202

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$359.9K

751

0.2%

— EATON CORP PLC

SHS

$320.5K

896

0.2%

HD HOME DEPOT INC

COM

$250.4K

761

0.2%

GBTC GRAYSCALE BITCOIN TRUST ETF

SHS REP COM UT

$225.3K

4,271

0.2%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$205.1K

4,052

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

52%前 6 大占比

QQQ10.1%HEFA9.9%SCHD9.5%SCHK8.3%COWZ7.2%IUS6.9%