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Lantz Financial LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lantz Financial LLC
报告期 2026-03-31 · CIK 0001766883
持仓数
239
前50大市值合计
$314.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 123 项
建仓 9
增持 73
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.2M
0
-100%
增持
IVV
ISHARES TR
+$3.1M
40,850
+7%
减持
MSFT
MICROSOFT CORP
+$1.6M
29,113
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTI
VANGUARD INDEX FDS
+$1.3M
68,487
+0%
增持
ESGU
ISHARES TR
+$1.1M
39,956
+24%
减持
PFE
PFIZER INC
+$923.0K
58,504
-1%
减持
QUAL
ISHARES TR
+$839.0K
72,695
-2%
减持
AAPL
APPLE INC
+$766.0K
24,156
-3%
减持
HDV
ISHARES TR
+$742.0K
114,775
-0%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$739.0K
34,549
增持
EFG
ISHARES TR
+$534.0K
19,837
+28%
增持
EFV
ISHARES TR
+$521.0K
45,362
+31%
减持
NVDA
NVIDIA CORP
+$509.0K
5,863
-0%
增持
HD
HOME DEPOT INC
+$505.0K
5,695
+1%
增持
PAYX
PAYCHEX INC
+$501.0K
20,424
+0%
减持
CSCO
CISCO SYS INC
+$481.0K
56,404
-1%
减持
FAST
FASTENAL CO
+$405.0K
32,795
-0%
增持
USMV
ISHARES TR
+$400.0K
9,906
+82%
建仓
FALN
ISHARES TR
+$397.0K
13,257
增持
DLR
DIGITAL RLTY TR INC
+$385.0K
10,882
+2%
清仓
—
BLACKROCK INVT QUALITY MUN T
-$373.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$361.0K
19,441
+3%
增持
IUSB
ISHARES TR
+$352.0K
36,242
+23%
增持
—
LINDE PLC
+$332.0K
5,732
+2%
清仓
PYPL
PAYPAL HLDGS INC
-$318.0K
0
-100%
增持
SO
SOUTHERN CO
+$317.0K
38,097
+3%
增持
IJR
ISHARES TR
+$315.0K
13,139
+21%
增持
TIP
ISHARES TR
+$283.0K
6,381
+51%
减持
—
CHUBB LIMITED
+$280.0K
18,878
-3%
增持
NTRS
NORTHERN TR CORP
+$279.0K
20,830
+2%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$273.0K
36,508
+1%
增持
WY
WEYERHAEUSER CO
+$272.0K
45,062
+1%
增持
DEO
DIAGEO P L C
+$270.0K
9,086
+1%
增持
PGR
PROGRESSIVE CORP OHIO
+$263.0K
19,389
+1%
增持
GOVT
ISHARES TR
+$262.0K
60,619
+19%
建仓
UNP
UNION PAC CORP
+$254.0K
1,010
建仓
NXP
NUVEEN SELECT TAX FREE INCM
+$248.0K
15,505
建仓
NGG
NATIONAL GRID PLC
+$248.0K
3,431
增持
CL
COLGATE PALMOLIVE CO
+$243.0K
18,852
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$241.0K
10,772
+25%
减持
PEP
PEPSICO INC
+$240.0K
12,528
-3%
建仓
D
DOMINION ENERGY INC
+$236.0K
3,008
增持
—
ACCENTURE PLC IRELAND
+$222.0K
2,319
+0%
增持
ETR
ENTERGY CORP NEW
+$214.0K
13,038
+3%
增持
RYN
RAYONIER INC
+$213.0K
39,855
+2%
建仓
QQQ
INVESCO QQQ TR
+$212.0K
534
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$209.0K
999
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$200.0K
11,220
+1%
减持
SPYV
SPDR SERIES TRUST
-$198.0K
36,144
-18%
减持
T
AT&T INC
-$195.0K
30,207
-13%
减持
SPDW
SPDR INDEX SHS FDS
-$190.0K
29,682
-16%
增持
ABBV
ABBVIE INC
+$171.0K
4,943
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$160.0K
4,808
+7%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$155.0K
10,031
减持
META
FACEBOOK INC
-$147.0K
2,478
-14%
减持
DGRW
WISDOMTREE TR
+$134.0K
63,545
-8%
减持
SPEM
SPDR INDEX SHS FDS
-$134.0K
11,831
-20%
减持
SPYG
SPDR SERIES TRUST
-$133.0K
25,980
-17%
增持
GILD
GILEAD SCIENCES INC
+$131.0K
23,463
+4%
增持
AMZN
AMAZON COM INC
+$128.0K
731
+4%
增持
MCD
MCDONALDS CORP
+$125.0K
3,202
+5%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$124.0K
24,774
-0%
增持
WFC
WELLS FARGO CO NEW
+$119.0K
16,447
+14%
增持
VLUE
ISHARES TR
+$119.0K
8,025
+6%
增持
BMY
BRISTOL MYERS SQUIBB CO
+$115.0K
7,076
+28%
增持
IYE
ISHARES TR
+$115.0K
22,211
+13%
增持
INTC
INTEL CORP
+$107.0K
27,085
+12%
增持
NEE
NEXTERA ENERGY INC
+$106.0K
7,018
+0%
增持
EXC
EXELON CORP
+$105.0K
10,304
+2%
增持
BTI
BRITISH AMERN TOB PLC
+$100.0K
10,536
+26%
减持
DOL
WISDOMTREE TR
-$100.0K
9,798
-20%
减持
GGG
GRACO INC
+$98.0K
11,574
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$97.0K
3,677
+0%
增持
ADI
ANALOG DEVICES INC
+$95.0K
9,207
+1%
增持
MMM
3M CO
+$95.0K
9,969
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$90.0K
1,954
+0%
增持
SNA
SNAP ON INC
+$90.0K
8,755
+2%
增持
PII
POLARIS INDS INC
-$86.0K
13,670
+3%
增持
—
EXXON MOBIL CORP
+$85.0K
20,897
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$84.0K
734
+1%
增持
PG
PROCTER AND GAMBLE CO
+$79.0K
3,206
+1%
增持
ARCC
ARES CAP CORP
+$76.0K
59,069
+2%
减持
JNJ
JOHNSON & JOHNSON
+$72.0K
10,179
-2%
减持
V
VISA INC
-$69.0K
2,040
-11%
增持
—
TOTAL S A
+$67.0K
6,029
+25%
减持
GOOG
ALPHABET INC
+$66.0K
358
-2%
增持
AMGN
AMGEN INC
+$64.0K
1,517
+16%
减持
ZTS
ZOETIS INC
+$62.0K
1,276
-1%
增持
USB
US BANCORP DEL
-$62.0K
33,785
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$56.0K
4,428
+6%
减持
IXN
ISHARES TR
+$50.0K
11,593
-6%
增持
MA
MASTERCARD INCORPORATED
+$47.0K
1,226
+8%
减持
JPM
JPMORGAN CHASE & CO
-$46.0K
5,151
-2%
增持
AEP
AMERICAN ELEC PWR INC
+$44.0K
2,918
+10%
增持
BCE
BCE INC
+$42.0K
6,602
+10%
增持
PM
PHILIP MORRIS INTL INC
+$40.0K
3,917
+12%
增持
KMI
KINDER MORGAN INC DEL
-$39.0K
70,955
+2%
增持
—
UNILEVER PLC
+$36.0K
6,006
+13%
减持
NVS
NOVARTIS A G
+$33.0K
8,306
-2%
减持
CRM
SALESFORCE COM INC
-$33.0K
1,385
-3%
增持
ENB
ENBRIDGE INC
+$31.0K
9,484
+11%
减持
KO
COCA COLA CO
+$28.0K
7,218
-5%
减持
IGSB
ISHARES TR
-$26.0K
10,792
-3%
减持
ADBE
ADOBE INC
-$24.0K
831
-3%
减持
GOOGL
ALPHABET INC
+$22.0K
168
-3%
减持
NKE
NIKE INC
+$22.0K
2,252
-7%
增持
SBUX
STARBUCKS CORP
+$22.0K
2,538
+2%
增持
CMCSA
COMCAST CORP NEW
-$16.0K
6,327
+6%
减持
—
ISHARES TR
-$16.0K
22,289
-2%
增持
VOD
VODAFONE GROUP PLC NEW
+$15.0K
18,709
+9%
增持
IXG
ISHARES TR
+$13.0K
6,987
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.0K
27,987
+5%
减持
CM
CDN IMPERIAL BK COMM TORONTO
-$13.0K
2,331
-9%
增持
IEFA
ISHARES TR
+$13.0K
9,648
+1%
增持
COMT
ISHARES US ETF TR
-$9.0K
16,859
+14%
增持
BP
BP PLC
-$7.0K
27,835
+2%
增持
MSCI
MSCI INC
+$7.0K
357
+3%
增持
ORCL
ORACLE CORP
+$6.0K
3,418
+2%
减持
NMZ
NUVEEN MUN HIGH INCOME OPP F
+$4.0K
11,769
-0%
增持
ESGE
ISHARES INC
-$4.0K
19,387
+4%
减持
NOW
SERVICENOW INC
-$4.0K
339
-6%
增持
IEMG
ISHARES INC
-$3.0K
3,564
+2%
减持
MRK
MERCK & CO INC
+$3.0K
13,601
-2%
