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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 64
减持 47
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
BAPR
INNOVATOR ETFS TR
+$8.8M
260,058
建仓
IAPR
INNOVATOR ETFS TR
+$5.1M
206,668
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$3.7M
174,272
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。
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$3.7M
173,812
减持
PFE
PFIZER INC
-$2.1M
26,334
-55%
建仓
—
BROOKFIELD INFRASTRUCTURE CO
+$2.0M
26,923
建仓
BMAR
INNOVATOR ETFS TR
+$2.0M
56,444
建仓
DOW
DOW INC
+$1.9M
29,289
建仓
SLG
SL GREEN RLTY CORP
+$1.7M
21,092
增持
IVV
ISHARES TR
+$1.5M
46,283
+13%
建仓
IJUL
INNOVATOR ETFS TR
+$1.2M
49,263
建仓
BAUG
INNOVATOR ETFS TR
+$1.1M
34,189
减持
VTI
VANGUARD INDEX FDS
-$1.1M
67,771
-1%
减持
MSFT
MICROSOFT CORP
-$1.1M
28,312
-3%
增持
HDV
ISHARES TR
+$794.0K
115,867
+1%
增持
QUAL
ISHARES TR
-$780.0K
72,800
+0%
减持
EFG
ISHARES TR
-$760.0K
14,834
-25%
建仓
TEQI
T ROWE PRICE ETF INC
+$756.0K
20,452
建仓
IJAN
INNOVATOR ETFS TR
+$744.0K
28,292
减持
CVX
CHEVRON CORP NEW
+$717.0K
18,414
-5%
增持
HD
HOME DEPOT INC
-$647.0K
5,733
+1%
增持
—
CHUBB LIMITED
+$602.0K
19,874
+5%
增持
IUSB
ISHARES TR
+$599.0K
50,716
+40%
清仓
IXG
ISHARES TR
-$559.0K
0
-100%
增持
ESGU
ISHARES TR
+$543.0K
47,898
+20%
建仓
EFAV
ISHARES TR
+$495.0K
6,862
建仓
BJAN
INNOVATOR ETFS TR
+$474.0K
13,117
增持
CSCO
CISCO SYS INC
-$414.0K
56,670
+0%
清仓
—
FIRST MIDWEST BANCORP DEL
-$367.0K
0
-100%
减持
DGRW
WISDOMTREE TR
-$362.0K
60,049
-6%
建仓
BMAY
INNOVATOR ETFS TR
+$358.0K
10,929
增持
ESGE
ISHARES INC
+$354.0K
30,642
+58%
减持
LMT
LOCKHEED MARTIN CORP
+$353.0K
4,672
-3%
增持
COMT
ISHARES U S ETF TR
+$353.0K
21,831
+29%
建仓
BX
BLACKSTONE INC
+$352.0K
2,776
减持
—
EXXON MOBIL CORP
+$350.0K
19,725
-6%
增持
IYE
ISHARES TR
+$338.0K
24,608
+11%
建仓
ONB
OLD NATL BANCORP IND
+$332.0K
20,292
减持
VLUE
ISHARES TR
-$327.0K
5,273
-34%
清仓
—
UNILEVER PLC
-$323.0K
0
-100%
减持
MMM
3M CO
-$318.0K
9,761
-2%
建仓
GE
GENERAL ELECTRIC CO
+$306.0K
3,343
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$300.0K
11,245
+0%
清仓
SBUX
STARBUCKS CORP
-$297.0K
0
-100%
增持
SO
SOUTHERN CO
+$288.0K
40,008
+5%
减持
NVDA
NVIDIA CORPORATION
-$285.0K
5,273
-10%
建仓
IOCT
INNOVATOR ETFS TR
+$283.0K
11,561
减持
SPYG
SPDR SER TR
-$282.0K
24,185
-7%
增持
META
META PLATFORMS INC
-$276.0K
2,504
+1%
减持
AAPL
APPLE INC
-$268.0K
23,031
-5%
增持
DLR
DIGITAL RLTY TR INC
-$264.0K
11,715
+8%
减持
SPDW
SPDR INDEX SHS FDS
-$255.0K
24,168
-19%
建仓
TRP
TC ENERGY CORP
+$252.0K
4,466
建仓
WMB
WILLIAMS COS INC
+$250.0K
7,492
清仓
NXP
NUVEEN SELECT TAX FREE INCM
-$248.0K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$236.0K
71,996
+1%
减持
TIP
ISHARES TR
-$231.0K
4,758
-25%
建仓
BDEC
INNOVATOR ETFS TR
+$230.0K
6,708
减持
IJR
ISHARES TR
-$230.0K
11,815
-10%
减持
—
ACCENTURE PLC IRELAND
-$230.0K
2,167
-7%
建仓
—
AON PLC
+$228.0K
701
增持
PGR
PROGRESSIVE CORP
+$223.0K
19,417
+0%
建仓
TSLA
TESLA INC
+$223.0K
207
清仓
NOW
SERVICENOW INC
-$220.0K
0
-100%
清仓
MSCI
MSCI INC
-$219.0K
0
-100%
增持
EFV
ISHARES TR
+$218.0K
49,829
+10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$217.0K
9,010
+27%
减持
GOOGL
ALPHABET INC
-$214.0K
98
-42%
建仓
CINF
CINCINNATI FINL CORP
+$214.0K
1,574
清仓
IEMG
ISHARES INC
-$213.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$212.0K
0
-100%
建仓
ABNB
AIRBNB INC
+$207.0K
1,203
减持
SPEM
SPDR INDEX SHS FDS
-$205.0K
7,399
-37%
建仓
GLD
SPDR GOLD TR
+$205.0K
1,137
增持
T
AT&T INC
+$194.0K
39,652
+31%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$191.0K
23,916
-24%
清仓
—
BLACKROCK MUNI INCOME TR II
-$189.0K
0
-100%
增持
—
TOTALENERGIES SE
+$188.0K
9,608
+59%
减持
SPYV
SPDR SER TR
-$184.0K
31,952
-12%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPP F
-$178.0K
0
-100%
增持
GILD
GILEAD SCIENCES INC
-$166.0K
25,872
+10%
减持
FAST
FASTENAL CO
-$162.0K
32,646
-0%
减持
GGG
GRACO INC
-$162.0K
11,062
-4%
减持
DEO
DIAGEO PLC
-$161.0K
9,055
-0%
减持
DOL
WISDOMTREE TR
-$161.0K
6,640
-32%
减持
IXN
ISHARES TR
-$158.0K
10,140
-13%
增持
CL
COLGATE PALMOLIVE CO
-$158.0K
19,139
+2%
减持
PEP
PEPSICO INC
-$150.0K
12,107
-3%
增持
ENB
ENBRIDGE INC
+$150.0K
11,298
+19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$148.0K
27,803
-20%
减持
FALN
ISHARES TR
-$147.0K
9,021
-32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$146.0K
3,528
-4%
增持
—
LINDE PLC
-$145.0K
5,762
+1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$141.0K
725
-13%
增持
WY
WEYERHAEUSER CO MTN BE
-$140.0K
45,281
+0%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$132.0K
36,303
-1%
增持
MRK
MERCK & CO INC
+$130.0K
14,286
+5%
减持
JPM
JPMORGAN CHASE & CO
-$121.0K
5,095
-1%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$119.0K
19,853
-23%
增持
BTI
BRITISH AMERN TOB PLC
+$119.0K
12,165
+15%
增持
ABT
ABBOTT LABS
-$113.0K
5,039
+0%
减持
MCD
MCDONALDS CORP
-$98.0K
3,073
-4%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$98.0K
26,673
+8%
减持
DIS
DISNEY WALT CO
-$96.0K
2,311
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$95.0K
30,416
+9%
增持
EXC
EXELON CORP
-$95.0K
10,504
+2%
减持
ZTS
ZOETIS INC
-$93.0K
1,156
-9%
增持
D
DOMINION ENERGY INC
+$89.0K
3,821
+27%
减持
ABBV
ABBVIE INC
+$83.0K
4,640
-6%
建仓
SMFG
SUMITOMO MITSUI FINL GROUP I
+$82.0K
13,028
增持
ETR
ENTERGY CORP NEW
+$80.0K
13,264
+2%
增持
ADI
ANALOG DEVICES INC
-$74.0K
9,346
+2%
增持
USB
US BANCORP DEL
-$70.0K
34,384
+2%
减持
BP
BP PLC
+$70.0K
27,578
-1%
增持
JNJ
JOHNSON & JOHNSON
+$69.0K
10,214
+0%
增持
CAT
CATERPILLAR INC
+$68.0K
4,177
+0%
减持
GOOG
ALPHABET INC
-$67.0K
347
-3%
增持
XYL
XYLEM INC
-$67.0K
2,686
+9%
增持
USMV
ISHARES TR
+$66.0K
11,171
+13%
增持
IGSB
ISHARES TR
+$65.0K
12,496
+16%
增持
VOD
VODAFONE GROUP PLC NEW
+$65.0K
20,687
+11%
增持
INTC
INTEL CORP
+$65.0K
29,458
+9%
增持
SCHG
SCHWAB STRATEGIC TR
-$64.0K
4,273
+82%
增持
NKE
NIKE INC
-$63.0K
2,318
+3%
增持
NVS
NOVARTIS AG
+$62.0K
8,992
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$59.0K
3,195
+9%
增持
DUK
DUKE ENERGY CORP NEW
+$59.0K
4,681
+6%
增持
SNA
SNAP ON INC
-$57.0K
8,900
+2%
减持
ITOT
ISHARES TR
-$57.0K
2,757
-12%
增持
CRM
SALESFORCE COM INC
-$57.0K
1,390
+0%
增持
BCE
BCE INC
+$53.0K
7,151
+8%
减持
KO
COCA COLA CO
-$51.0K
6,067
-16%
减持
IEFA
ISHARES TR
-$51.0K
9,620
-0%
增持
NGG
NATIONAL GRID PLC
+$50.0K
3,873
+13%
增持
PM
PHILIP MORRIS INTL INC
+$50.0K
4,487
+15%
增持
NTRS
NORTHERN TR CORP
-$50.0K
20,959
+1%
减持
F
FORD MTR CO DEL
-$47.0K
10,850
-2%
增持
AMGN
AMGEN INC
+$47.0K
1,606
+6%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$45.0K
1,374
+38%
增持
RYN
RAYONIER INC
+$45.0K
40,227
+1%
减持
C
CITIGROUP INC
-$43.0K
5,031
-3%
增持
CM
CANADIAN IMP BK COMM
+$39.0K
2,552
+9%
增持
UNP
UNION PAC CORP
+$36.0K
1,062
+5%
增持
COST
COSTCO WHSL CORP NEW
+$35.0K
565
+11%
增持
WFC
WELLS FARGO CO NEW
+$35.0K
17,007
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$32.0K
4,164
-4%
减持
V
VISA INC
-$31.0K
1,854
-9%
增持
SPY
SPDR S&P 500 ETF TR
+$31.0K
2,123
+9%
增持
PG
PROCTER AND GAMBLE CO
-$31.0K
3,228
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$31.0K
11,314
+5%
