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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 30
增持 74
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
QUAL
ISHARES TR
-$4.3M
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$3.0M
167,240
+521%
增持
—
CHUBB LIMITED
+$2.6M
20,002
+102%
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
IVV
ISHARES TR
+$2.0M
52,806
+4%
减持
GOVT
ISHARES TR
-$1.4M
21,588
-74%
增持
IOCT
INNOVATOR ETFS TR
+$1.1M
60,054
+315%
增持
MRSH
MARSH & MCLENNAN COS INC
+$927.9K
7,674
+235%
建仓
ORCL
ORACLE CORP
+$924.7K
11,313
建仓
MBB
ISHARES TR
+$902.0K
9,725
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$878.9K
44,075
建仓
IYW
ISHARES TR
+$847.2K
11,374
清仓
TIP
ISHARES TR
-$727.0K
0
-100%
增持
TROW
PRICE T ROWE GROUP INC
+$638.0K
15,377
+55%
增持
ADI
ANALOG DEVICES INC
+$624.7K
11,728
+26%
建仓
MTUM
ISHARES TR
+$623.1K
4,270
减持
HDV
ISHARES TR
+$618.8K
77,233
-5%
减持
GILD
GILEAD SCIENCES INC
+$581.2K
25,838
-3%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$575.9K
24,411
增持
EEMV
ISHARES INC
+$575.3K
38,856
+33%
减持
CVX
CHEVRON CORP NEW
+$560.5K
17,179
-2%
建仓
BOCT
INNOVATOR ETFS TR
+$535.5K
16,861
增持
CSCO
CISCO SYS INC
+$532.4K
60,945
+3%
建仓
SHYG
ISHARES TR
+$507.0K
12,398
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD
+$485.9K
19,634
减持
LMT
LOCKHEED MARTIN CORP
+$461.6K
4,655
-0%
减持
AMZN
AMAZON COM INC
-$454.3K
14,913
-1%
清仓
—
ISHARES TR
-$437.0K
0
-100%
减持
EFV
ISHARES TR
+$430.3K
60,272
-1%
建仓
SCHC
SCHWAB STRATEGIC TR
+$419.7K
13,335
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$403.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$395.8K
15,746
减持
VTI
VANGUARD INDEX FDS
+$393.4K
35,710
-0%
减持
BSEP
INNOVATOR ETFS TR
+$392.6K
314,560
-2%
建仓
—
ISHARES TR
+$371.9K
14,441
增持
—
LINDE PLC
+$339.9K
5,797
+1%
增持
CAT
CATERPILLAR INC
+$324.4K
4,009
+3%
清仓
META
META PLATFORMS INC
-$322.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$307.5K
16,768
-5%
减持
MRK
MERCK & CO INC
+$298.5K
12,920
-2%
增持
JPM
JPMORGAN CHASE & CO
+$293.1K
7,070
+13%
减持
DGRW
WISDOMTREE TR
+$290.7K
52,646
-2%
增持
TEQI
T ROWE PRICE ETF INC
+$286.7K
33,030
+20%
清仓
IUSV
ISHARES TR
-$283.0K
0
-100%
增持
IUSB
ISHARES TR
+$280.1K
60,030
+11%
增持
PFE
PFIZER INC
+$272.9K
27,106
+6%
建仓
KMB
KIMBERLY-CLARK CORP
+$271.6K
2,001
建仓
CMCSA
COMCAST CORP NEW
+$271.5K
7,763
建仓
BA
BOEING CO
+$271.4K
1,425
减持
IJUL
INNOVATOR ETFS TR
+$269.7K
262,908
-7%
建仓
GE
GENERAL ELECTRIC CO
+$267.7K
3,195
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$257.5K
41,958
+15%
建仓
BDEC
INNOVATOR ETFS TR
+$256.6K
8,040
清仓
ESGE
ISHARES INC
-$251.0K
0
-100%
增持
SNA
SNAP ON INC
+$249.9K
8,871
+1%
建仓
NKE
NIKE INC
+$249.9K
2,136
增持
PEP
PEPSICO INC
+$248.1K
12,516
+2%
增持
MSFT
MICROSOFT CORP
+$248.0K
27,329
+1%
增持
BP
BP PLC
+$247.6K
29,620
+7%
增持
HD
HOME DEPOT INC
+$245.5K
5,827
+1%
增持
VBR
VANGUARD INDEX FDS
+$242.8K
4,426
+38%
建仓
DE
DEERE & CO
+$237.1K
553
建仓
—
MEDTRONIC PLC
+$233.6K
3,006
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$232.0K
10,342
+0%
减持
PGR
PROGRESSIVE CORP
+$230.9K
18,857
-1%
建仓
TRP
TC ENERGY CORP
+$225.2K
5,649
建仓
SBUX
STARBUCKS CORP
+$223.6K
2,254
增持
DOW
DOW INC
+$221.4K
29,995
+2%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$220.8K
401
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$219.8K
2,178
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$218.9K
9,748
建仓
—
ISHARES TR
+$217.3K
8,573
清仓
IJS
ISHARES TR
-$217.0K
0
-100%
增持
SLG
SL GREEN RLTY CORP
+$216.7K
35,726
+45%
清仓
BX
BLACKSTONE INC
-$216.0K
0
-100%
清仓
MUB
ISHARES TR
-$214.0K
0
-100%
增持
USB
US BANCORP DEL
+$211.1K
37,677
+6%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.7K
2,209
增持
—
TOTALENERGIES SE
+$209.2K
12,117
+4%
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$203.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$201.9K
520
建仓
BND
VANGUARD BD INDEX FDS
+$201.9K
2,810
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$201.2K
3,387
+7%
建仓
VTV
VANGUARD INDEX FDS
+$200.0K
1,425
增持
T
AT&T INC
+$190.2K
48,406
+6%
增持
CL
COLGATE PALMOLIVE CO
+$189.4K
19,589
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$180.2K
188,000
+4%
增持
ETR
ENTERGY CORP NEW
+$171.2K
13,388
+1%
增持
SO
SOUTHERN CO
+$169.0K
40,288
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$166.0K
27,141
+0%
增持
KMI
KINDER MORGAN INC DEL
+$162.1K
76,331
+4%
增持
PG
PROCTER AND GAMBLE CO
+$158.5K
3,771
+15%
增持
JNJ
JOHNSON & JOHNSON
+$157.7K
10,307
+1%
增持
RYN
RAYONIER INC
+$131.1K
40,627
+1%
增持
NEE
NEXTERA ENERGY INC
+$130.6K
8,058
+16%
增持
PII
POLARIS INC
+$130.2K
14,685
+4%
增持
USMV
ISHARES TR
+$129.6K
15,153
+4%
增持
WY
WEYERHAEUSER CO MTN BE
+$128.6K
46,020
+1%
减持
DOL
WISDOMTREE TR
-$126.2K
7,970
-37%
减持
SPYG
SPDR SER TR
-$123.3K
14,578
-15%
增持
MEAR
ISHARES U S ETF TR
+$120.7K
10,916
+28%
增持
ABBV
ABBVIE INC
+$117.2K
4,085
+1%
减持
NVS
NOVARTIS AG
+$114.7K
8,054
-1%
减持
COMT
ISHARES U S ETF TR
-$112.9K
9,689
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$110.0K
5,467
+12%
增持
PM
PHILIP MORRIS INTL INC
+$106.0K
5,237
+2%
增持
ARCC
ARES CAPITAL CORP
+$104.6K
60,238
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
-$101.4K
11,255
+1%
减持
SUSA
ISHARES TR
-$97.7K
4,839
-26%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$90.8K
185,298
+2%
增持
IJR
ISHARES TR
+$90.1K
7,862
+5%
减持
BJUL
INNOVATOR ETFS TR
-$90.0K
18,667
-18%
增持
NTRS
NORTHERN TR CORP
+$89.2K
21,236
+1%
增持
DEO
DIAGEO PLC
+$87.6K
9,033
+1%
增持
EXC
EXELON CORP
+$84.7K
12,046
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$82.0K
32,868
+3%
增持
BTI
BRITISH AMERN TOB PLC
+$80.3K
13,388
+4%
减持
MCD
MCDONALDS CORP
+$78.9K
3,096
-3%
增持
ABT
ABBOTT LABS
+$77.2K
4,702
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$75.4K
5,902
-16%
增持
PAYX
PAYCHEX INC
+$73.9K
19,816
+0%
增持
FAST
FASTENAL CO
+$73.5K
33,083
+2%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$71.9K
40,207
+0%
增持
AAPL
APPLE INC
-$66.7K
24,431
+4%
减持
IJAN
INNOVATOR ETFS TR
-$65.0K
15,311
-26%
减持
GOOG
ALPHABET INC
-$62.6K
6,361
-2%
增持
UPS
UNITED PARCEL SERVICE INC
+$60.0K
4,648
+0%
减持
ICVT
ISHARES TR
-$59.9K
3,801
-19%
减持
VUG
VANGUARD INDEX FDS
-$59.6K
3,418
-7%
增持
BAC
BANK AMERICA CORP
+$59.0K
13,045
+6%
增持
CCI
CROWN CASTLE INC
+$58.4K
2,008
+36%
增持
BCE
BCE INC
+$55.9K
8,552
+12%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$55.6K
15,929
-27%
减持
GGG
GRACO INC
+$55.1K
10,617
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$50.4K
776
+9%
减持
SPYV
SPDR SER TR
-$50.0K
17,615
-17%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$49.9K
796
+1%
增持
DLR
DIGITAL RLTY TR INC
+$49.3K
12,589
+3%
增持
KO
COCA COLA CO
+$48.1K
6,321
+0%
减持
AMGN
AMGEN INC
-$47.2K
1,370
-24%
增持
TGT
TARGET CORP
+$45.5K
3,707
+8%
减持
IFRA
ISHARES TR
+$44.5K
12,368
-1%
增持
NGG
NATIONAL GRID PLC
+$43.2K
4,264
+3%
增持
WMB
WILLIAMS COS INC
+$42.0K
8,269
+3%
减持
MA
MASTERCARD INCORPORATED
+$39.6K
1,132
-9%
减持
WEC
WEC ENERGY GROUP INC
-$38.5K
6,607
-10%
增持
UNP
UNION PAC CORP
+$37.8K
1,245
+10%
减持
EFG
ISHARES TR
+$37.0K
23,436
-12%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$36.0K
13,844
+2%
增持
ENB
ENBRIDGE INC
+$34.5K
12,212
+2%
减持
ESGU
ISHARES TR
-$33.6K
52,795
-7%
