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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 6
增持 84
减持 47
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
BJUN
INNOVATOR ETFS TR
-$9.2M
9,320
-97%
建仓
BSEP
INNOVATOR ETFS TR
+$9.1M
319,763
减持
HDV
ISHARES TR
-$4.8M
81,406
-33%
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。
清仓
RAAX
VANECK ETF TRUST
-$4.2M
0
-100%
减持
QUAL
ISHARES TR
-$3.8M
40,967
-43%
清仓
GLD
SPDR GOLD TR
-$2.9M
0
-100%
减持
—
CHUBB LIMITED
-$2.1M
9,897
-50%
减持
MMM
3M CO
-$974.0K
2,083
-78%
清仓
IGSB
ISHARES TR
-$847.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$693.0K
27,078
-1%
减持
EFV
ISHARES TR
-$617.0K
60,592
-11%
减持
DGRW
WISDOMTREE TR
-$568.0K
53,557
-11%
清仓
BMAY
INNOVATOR ETFS TR
-$507.0K
0
-100%
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$504.0K
26,941
建仓
SUSA
ISHARES TR
+$496.0K
6,531
减持
IJS
ISHARES TR
-$489.0K
2,635
-67%
建仓
VBR
VANGUARD INDEX FDS
+$460.0K
3,205
减持
SLG
SL GREEN RLTY CORP
-$446.0K
24,590
-21%
增持
EFG
ISHARES TR
+$435.0K
26,548
+43%
增持
GOVT
ISHARES TR
+$392.0K
82,606
+33%
增持
IJUL
INNOVATOR ETFS TR
-$386.0K
281,880
+0%
增持
DLR
DIGITAL RLTY TR INC
-$361.0K
12,234
+1%
减持
INTC
INTEL CORP
-$357.0K
30,201
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$339.0K
31,936
+4%
增持
BJUL
INNOVATOR ETFS TR
+$339.0K
22,872
+110%
减持
VTI
VANGUARD INDEX FDS
-$338.0K
35,848
-0%
减持
SPYV
SPDR SER TR
-$322.0K
21,304
-26%
减持
SPYG
SPDR SER TR
-$305.0K
17,197
-23%
增持
RYN
RAYONIER INC
-$294.0K
40,295
+0%
建仓
IUSV
ISHARES TR
+$283.0K
4,517
增持
IJR
ISHARES TR
+$274.0K
7,501
+82%
增持
SPY
SPDR S&P 500 ETF TR
+$269.0K
3,784
+32%
增持
EFAV
ISHARES TR
+$254.0K
9,384
+112%
增持
T
AT&T INC
-$253.0K
45,698
+0%
清仓
CMCSA
COMCAST CORP NEW
-$251.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$251.0K
0
-100%
清仓
NKE
NIKE INC
-$250.0K
0
-100%
减持
IYE
ISHARES TR
-$246.0K
12,855
-35%
清仓
TRP
TC ENERGY CORP
-$241.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$229.0K
0
-100%
增持
NTRS
NORTHERN TR CORP
-$222.0K
20,926
+0%
增持
DOW
DOW INC
-$219.0K
29,372
+0%
建仓
MUB
ISHARES TR
+$214.0K
2,089
增持
PFE
PFIZER INC
-$213.0K
25,505
+1%
清仓
SPEM
SPDR INDEX SHS FDS
-$213.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$208.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$203.0K
0
-100%
增持
WY
WEYERHAEUSER CO MTN BE
-$202.0K
45,454
+0%
清仓
CRM
SALESFORCE INC
-$200.0K
0
-100%
减持
COMT
ISHARES U S ETF TR
-$199.0K
10,806
-24%
增持
LMT
LOCKHEED MARTIN CORP
-$198.0K
4,667
+0%
增持
CL
COLGATE PALMOLIVE CO
-$186.0K
19,272
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$173.0K
27,009
+0%
增持
AMZN
AMAZON COM INC
+$165.0K
15,103
+4%
减持
NVDA
NVIDIA CORPORATION
-$163.0K
5,081
-1%
增持
DOL
WISDOMTREE TR
+$162.0K
12,741
+69%
增持
USB
US BANCORP DEL
-$160.0K
35,514
+3%
减持
CME
CME GROUP INC
-$159.0K
4,847
-3%
增持
CSCO
CISCO SYS INC
-$156.0K
59,278
+0%
增持
ETR
ENTERGY CORP NEW
-$155.0K
13,269
+0%
增持
EEMV
ISHARES INC
+$154.0K
29,323
+22%
减持
JNJ
JOHNSON & JOHNSON
-$153.0K
10,182
-0%
减持
TIP
ISHARES TR
-$143.0K
6,927
-9%
减持
NVS
NOVARTIS AG
-$132.0K
8,103
-8%
增持
SO
SOUTHERN CO
-$126.0K
39,819
+0%
增持
FAST
FASTENAL CO
-$123.0K
32,401
+0%
增持
USMV
ISHARES TR
+$123.0K
14,565
+22%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$107.0K
19,039
-21%
减持
MRK
MERCK & CO INC
-$107.0K
13,174
-3%
增持
GOOG
ALPHABET INC
-$104.0K
6,520
+1852%
减持
—
EXXON MOBIL CORP
-$99.0K
17,661
-8%
增持
—
LINDE PLC
-$97.0K
5,752
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$97.0K
7,040
-9%
增持
UPS
UNITED PARCEL SERVICE INC
-$97.0K
4,633
+0%
增持
VOD
VODAFONE GROUP PLC NEW
-$96.0K
24,069
+2%
增持
AAPL
APPLE INC
+$94.0K
23,455
+2%
减持
IJAN
INNOVATOR ETFS TR
-$92.0K
20,614
-10%
减持
CEG
CONSTELLATION ENERGY CORP
+$85.0K
3,427
-2%
增持
TROW
PRICE T ROWE GROUP INC
-$84.0K
9,899
+0%
增持
JPM
JPMORGAN CHASE & CO
+$81.0K
6,272
+23%
增持
BTI
BRITISH AMERN TOB PLC
-$81.0K
12,828
+3%
增持
ESGU
ISHARES TR
+$80.0K
56,771
+8%
减持
PAYX
PAYCHEX INC
-$75.0K
19,750
-2%
减持
META
META PLATFORMS INC
-$74.0K
2,376
-3%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$74.0K
792
-1%
增持
ABBV
ABBVIE INC
-$73.0K
4,045
+0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$71.0K
40,187
+0%
增持
EXC
EXELON CORP
-$67.0K
11,646
+5%
增持
DUK
DUKE ENERGY CORP NEW
-$64.0K
4,872
+1%
减持
MCD
MCDONALDS CORP
-$63.0K
3,194
-1%
增持
ADI
ANALOG DEVICES INC
-$61.0K
9,322
+0%
增持
—
TOTALENERGIES SE
-$61.0K
11,671
+2%
增持
ARCC
ARES CAPITAL CORP
-$60.0K
59,743
+0%
减持
ESGE
ISHARES INC
-$58.0K
9,067
-5%
增持
CAT
CATERPILLAR INC
-$57.0K
3,879
+0%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$56.0K
21,821
-10%
增持
ABT
ABBOTT LABS
-$54.0K
4,536
+0%
增持
IOCT
INNOVATOR ETFS TR
+$54.0K
14,481
+31%
增持
ENB
ENBRIDGE INC
-$54.0K
11,944
+2%
增持
BAUG
INNOVATOR ETFS TR
+$50.0K
9,591
+28%
增持
NGG
NATIONAL GRID PLC
-$49.0K
4,151
+2%
增持
PII
POLARIS INC
-$48.0K
14,141
+0%
增持
BCE
BCE INC
-$48.0K
7,638
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$47.0K
14,679
+21%
减持
—
ACCENTURE PLC IRELAND
-$46.0K
2,151
-0%
增持
KO
COCA COLA CO
-$43.0K
6,311
+0%
增持
TGT
TARGET CORP
+$43.0K
3,417
+4%
增持
IVV
ISHARES TR
+$43.0K
50,864
+6%
减持
BJAN
INNOVATOR ETFS TR
-$42.0K
11,918
-7%
增持
PEP
PEPSICO INC
-$40.0K
12,330
+0%
增持
PM
PHILIP MORRIS INTL INC
-$38.0K
5,112
+9%
增持
MA
MASTERCARD INCORPORATED
-$37.0K
1,246
+1%
增持
DEO
DIAGEO PLC
-$35.0K
8,961
+0%
减持
BMAR
INNOVATOR ETFS TR
-$35.0K
7,369
-11%
增持
IFRA
ISHARES TR
+$34.0K
12,527
+15%
减持
—
AON PLC
-$32.0K
1,884
-5%
减持
NUV
NUVEEN MUN VALUE FD INC
-$32.0K
29,747
-6%
增持
CCI
CROWN CASTLE INC
-$31.0K
1,480
+2%
减持
SNA
SNAP ON INC
+$30.0K
8,823
-0%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$26.0K
36,482
+0%
增持
SPDW
SPDR INDEX SHS FDS
-$26.0K
22,621
+7%
减持
PGR
PROGRESSIVE CORP
-$25.0K
19,059
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$24.0K
180,333
+1%
减持
BX
BLACKSTONE INC
-$24.0K
2,577
-2%
增持
WFC
WELLS FARGO CO NEW
+$24.0K
17,185
+1%
增持
V
VISA INC
-$23.0K
1,927
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$23.0K
3,165
-0%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$21.0K
10,049
-8%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$20.0K
16,178
-6%
增持
CLX
CLOROX CO DEL
-$19.0K
1,728
+1%
增持
AMGN
AMGEN INC
+$19.0K
1,806
+13%
增持
—
INVESCO EXCH TRD SLF IDX FD
-$19.0K
181,693
+1%
增持
CM
CANADIAN IMPERIAL BK COMM TO
-$19.0K
4,649
+2%
减持
ICVT
ISHARES TR
-$19.0K
4,702
-5%
增持
MEAR
ISHARES U S ETF TR
+$18.0K
8,509
+5%
增持
WMB
WILLIAMS COS INC
-$17.0K
8,045
+2%
增持
UNP
UNION PAC CORP
-$16.0K
1,130
+2%
减持
BAC
BK OF AMERICA CORP
-$16.0K
12,345
-1%
增持
HD
HOME DEPOT INC
+$14.0K
5,779
+0%
增持
CVX
CHEVRON CORP NEW
-$13.0K
17,558
+0%
增持
IUSB
ISHARES TR
-$11.0K
54,321
+5%
增持
D
DOMINION ENERGY INC
-$11.0K
4,442
+11%
增持
GILD
GILEAD SCIENCES INC
+$10.0K
26,540
+1%
增持
VUG
VANGUARD INDEX FDS
+$9.0K
3,682
+5%
增持
PNC
PNC FINL SVCS GROUP INC
-$9.0K
1,465
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$6.0K
11,164
-1%
增持
KMI
KINDER MORGAN INC DEL
-$5.0K
73,226
+0%
增持
—
AMCOR PLC
+$4.0K
18,899
+18%
增持
ITOT
ISHARES TR
-$3.0K
2,535
+3%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
-$3.0K
13,594
+2%
