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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 18
增持 56
减持 61
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
BJUN
INNOVATOR ETFS TR
+$9.4M
316,040
清仓
BAPR
INNOVATOR ETFS TR
-$8.8M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$8.7M
35,905
-47%
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
IJUL
INNOVATOR ETFS TR
+$5.2M
280,862
+470%
清仓
IAPR
INNOVATOR ETFS TR
-$5.1M
0
-100%
建仓
RAAX
VANECK ETF TRUST
+$4.2M
169,696
增持
IVV
ISHARES TR
-$2.8M
48,000
+4%
增持
GLD
SPDR GOLD TR
+$2.7M
17,030
+1398%
减持
QUAL
ISHARES TR
-$1.7M
72,119
-1%
减持
MSFT
MICROSOFT CORP
-$1.7M
27,253
-4%
减持
BMAR
INNOVATOR ETFS TR
-$1.7M
8,307
-85%
建仓
EEMV
ISHARES INC
+$1.3M
24,034
建仓
TROW
PRICE T ROWE GROUP INC
+$1.1M
9,884
增持
AMZN
AMAZON COM INC
-$916.0K
14,517
+1825%
减持
BAUG
INNOVATOR ETFS TR
-$898.0K
7,472
-78%
减持
IJR
ISHARES TR
-$895.0K
4,112
-65%
减持
AAPL
APPLE INC
-$874.0K
23,021
-0%
减持
ESGE
ISHARES INC
-$816.0K
9,562
-69%
建仓
IJS
ISHARES TR
+$706.0K
7,927
清仓
IEFA
ISHARES TR
-$669.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$659.0K
5,146
-2%
增持
CSCO
CISCO SYS INC
-$633.0K
59,253
+5%
清仓
IXN
ISHARES TR
-$588.0K
0
-100%
清仓
VLUE
ISHARES TR
-$551.0K
0
-100%
减持
PAYX
PAYCHEX INC
-$469.0K
20,121
-1%
建仓
TGT
TARGET CORP
+$464.0K
3,287
减持
CVX
CHEVRON CORP NEW
-$462.0K
17,518
-5%
增持
EFV
ISHARES TR
+$448.0K
68,018
+37%
减持
SPYG
SPDR SER TR
-$434.0K
22,330
-8%
减持
NTRS
NORTHERN TR CORP
-$429.0K
20,857
-0%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$426.0K
36,432
+0%
增持
ESGU
ISHARES TR
-$426.0K
52,772
+10%
建仓
MEAR
ISHARES U S ETF TR
+$404.0K
8,120
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$377.0K
3,178
-10%
建仓
IFRA
ISHARES TR
+$370.0K
10,869
增持
DGRW
WISDOMTREE TR
-$368.0K
60,281
+0%
减持
DOW
DOW INC
-$357.0K
29,243
-0%
建仓
ICVT
ISHARES TR
+$343.0K
4,952
建仓
BJUL
INNOVATOR ETFS TR
+$328.0K
10,890
增持
INTC
INTEL CORP
-$325.0K
30,335
+3%
减持
FAST
FASTENAL CO
-$324.0K
32,360
-1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$324.0K
40,157
+49%
增持
—
CHUBB LIMITED
-$323.0K
19,980
+1%
清仓
BA
BOEING CO
-$311.0K
0
-100%
增持
—
AON PLC
+$309.0K
1,990
+184%
减持
COMT
ISHARES U S ETF TR
-$289.0K
14,296
-35%
减持
DEO
DIAGEO PLC
-$282.0K
8,941
-1%
增持
SLG
SL GREEN RLTY CORP
-$278.0K
31,069
+47%
减持
SPYV
SPDR SER TR
-$277.0K
28,702
-10%
增持
TIP
ISHARES TR
+$277.0K
7,637
+61%
清仓
GOOGL
ALPHABET INC
-$273.0K
0
-100%
减持
IYE
ISHARES TR
-$256.0K
19,693
-20%
建仓
—
AXIS CAP HLDGS LTD
+$255.0K
4,458
清仓
FALN
ISHARES TR
-$250.0K
0
-100%
减持
MMM
3M CO
-$249.0K
9,303
-5%
建仓
CLX
CLOROX CO DEL
+$241.0K
1,709
减持
GOOG
ALPHABET INC
-$238.0K
334
-4%
减持
CAT
CATERPILLAR INC
-$238.0K
3,878
-7%
增持
USB
US BANCORP DEL
-$236.0K
34,603
+1%
建仓
NXP
NUVEEN SELECT TAX-FREE INCOM
+$231.0K
16,867
清仓
GM
GENERAL MTRS CO
-$231.0K
0
-100%
清仓
BDEC
INNOVATOR ETFS TR
-$230.0K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$229.0K
1,692
建仓
PNC
PNC FINL SVCS GROUP INC
+$228.0K
1,444
清仓
TSLA
TESLA INC
-$223.0K
0
-100%
清仓
ZTS
ZOETIS INC
-$218.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$218.0K
21,164
-12%
增持
WY
WEYERHAEUSER CO MTN BE
-$216.0K
45,291
+0%
减持
EFAV
ISHARES TR
-$214.0K
4,434
-35%
清仓
CINF
CINCINNATI FINL CORP
-$214.0K
0
-100%
减持
CME
CME GROUP INC
-$213.0K
4,974
-4%
清仓
ABNB
AIRBNB INC
-$207.0K
0
-100%
清仓
DNL
WISDOMTREE TR
-$205.0K
0
-100%
增持
IGSB
ISHARES TR
+$201.0K
16,758
+34%
建仓
CEG
CONSTELLATION ENERGY CORP
+$200.0K
3,493
建仓
—
AMCOR PLC
+$199.0K
16,024
减持
—
LINDE PLC
-$193.0K
5,730
-1%
减持
ADI
ANALOG DEVICES INC
-$184.0K
9,307
-0%
减持
IJAN
INNOVATOR ETFS TR
-$178.0K
22,916
-19%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$173.0K
26,927
+1%
增持
ARCC
ARES CAPITAL CORP
-$172.0K
59,543
+1%
减持
META
META PLATFORMS INC
-$161.0K
2,457
-2%
增持
HDV
ISHARES TR
-$160.0K
121,727
+5%
增持
VUG
VANGUARD INDEX FDS
-$158.0K
3,497
+7%
增持
WFC
WELLS FARGO CO NEW
-$157.0K
17,019
+0%
减持
RYN
RAYONIER INC
-$152.0K
40,180
-0%
减持
SCHV
SCHWAB STRATEGIC TR
-$149.0K
7,870
-12%
增持
BMAY
INNOVATOR ETFS TR
+$149.0K
17,850
+63%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$146.0K
11,257
+0%
增持
KMI
KINDER MORGAN INC DEL
-$138.0K
72,991
+1%
减持
ABBV
ABBVIE INC
-$136.0K
4,025
-13%
增持
HD
HOME DEPOT INC
-$135.0K
5,764
+1%
减持
—
ACCENTURE PLC IRELAND
-$132.0K
2,157
-0%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$128.0K
10,894
增持
SPY
SPDR S&P 500 ETF TR
+$124.0K
2,871
+35%
减持
—
ISHARES TR
-$124.0K
16,869
-22%
减持
GGG
GRACO INC
-$118.0K
10,999
-1%
增持
—
TOTALENERGIES SE
+$118.0K
11,469
+19%
减持
AEP
AMERICAN ELEC PWR CO INC
-$116.0K
2,111
-34%
减持
BX
BLACKSTONE INC
-$112.0K
2,626
-5%
减持
ABT
ABBOTT LABS
-$103.0K
4,535
-10%
减持
GOVT
ISHARES TR
-$103.0K
62,276
-2%
减持
GE
GENERAL ELECTRIC CO
-$98.0K
3,264
-2%
减持
CRM
SALESFORCE INC
-$95.0K
1,211
-13%
减持
WMT
WALMART INC
-$89.0K
2,710
-4%
增持
IUSB
ISHARES TR
-$89.0K
51,852
+2%
增持
GILD
GILEAD SCIENCES INC
+$89.0K
26,320
+2%
增持
CL
COLGATE PALMOLIVE CO
+$89.0K
19,214
+0%
增持
CM
CANADIAN IMP BK COMM
-$89.0K
4,572
+79%
增持
DLR
DIGITAL RLTY TR INC
-$87.0K
12,122
+3%
减持
SNA
SNAP ON INC
-$82.0K
8,867
-0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$81.0K
24,084
-13%
增持
TEQI
T ROWE PRICE ETF INC
+$80.0K
25,415
+24%
增持
PII
POLARIS INC
-$75.0K
14,113
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$73.0K
6,132
-17%
减持
ITOT
ISHARES TR
-$73.0K
2,450
-11%
减持
MRK
MERCK & CO INC
+$70.0K
13,619
-5%
减持
SO
SOUTHERN CO
-$67.0K
39,745
-1%
减持
NUV
NUVEEN MUN VALUE FD INC
-$65.0K
31,747
-13%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$63.0K
178,500
+2%
增持
EFG
ISHARES TR
+$63.0K
18,524
+25%
减持
BJAN
INNOVATOR ETFS TR
-$62.0K
12,809
-2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$62.0K
179,572
+3%
增持
NKE
NIKE INC
-$62.0K
2,447
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$61.0K
7,750
-14%
减持
LMT
LOCKHEED MARTIN CORP
-$61.0K
4,654
-0%
减持
MA
MASTERCARD INCORPORATED
-$61.0K
1,239
-2%
增持
F
FORD MTR CO DEL
-$60.0K
11,087
+2%
减持
ETR
ENTERGY CORP NEW
-$59.0K
13,231
-0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$57.0K
17,178
-13%
增持
UNP
UNION PAC CORP
-$54.0K
1,108
+4%
增持
UPS
UNITED PARCEL SERVICE INC
-$48.0K
4,628
+11%
增持
CMCSA
COMCAST CORP NEW
-$47.0K
6,395
+0%
减持
V
VISA INC
-$46.0K
1,853
-0%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$45.0K
24,172
+1%
减持
NVS
NOVARTIS AG
-$41.0K
8,853
-2%
增持
PM
PHILIP MORRIS INTL INC
+$40.0K
4,679
+4%
增持
MCD
MCDONALDS CORP
+$40.0K
3,240
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$38.0K
799
+10%
增持
ORCL
ORACLE CORP
-$36.0K
3,591
+3%
增持
NGG
NATIONAL GRID PLC
-$35.0K
4,063
+5%
减持
PFE
PFIZER INC
-$34.0K
25,353
-4%
增持
COST
COSTCO WHSL CORP NEW
-$31.0K
613
+8%
增持
BCE
BCE INC
-$29.0K
7,482
+5%
减持
PGR
PROGRESSIVE CORP
+$27.0K
19,264
-1%
增持
USMV
ISHARES TR
-$27.0K
11,967
+7%
增持
PEP
PEPSICO INC
+$27.0K
12,318
+2%
减持
IOCT
INNOVATOR ETFS TR
-$26.0K
11,083
-4%
增持
VOD
VODAFONE GROUP PLC NEW
+$25.0K
23,696
+15%
增持
ENB
ENBRIDGE INC
-$24.0K
11,750
+4%
