小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 150 项建仓 22增持 59减持 55清仓 14

方向

标的

Δ市值

现股数(环比)

建仓

QUAL ISHARES TR

+$3.7M

29,583

减持

IUSB ISHARES TR

-$2.5M

4,738 -92%

减持

ESGU ISHARES TR

-$2.5M

22,248 -58%

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

— LINDE PLC

+$2.1M

5,768

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$1.9M

9,606 +184%

清仓

— LINDE PLC

-$1.9M

0 -100%

建仓

IEMG ISHARES INC

+$1.9M

38,272

建仓

— ISHARES TR

+$1.8M

76,421

建仓

— ISHARES TR

+$1.8M

74,812

建仓

— ISHARES TR

+$1.8M

72,158

增持

IVV ISHARES TR

+$1.6M

53,141 +1%

减持

EEMV ISHARES INC

-$1.5M

9,897 -75%

增持

AMZN AMAZON COM INC

+$1.4M

26,077 +75%

增持

EFG ISHARES TR

+$1.3M

34,803 +49%

减持

MSFT MICROSOFT CORP

+$1.3M

27,129 -1%

清仓

SLG SL GREEN RLTY CORP

-$1.2M

0 -100%

增持

CGXU CAPITAL GROUP INTL FOCUS EQT

+$1.1M

198,034 +18%

增持

RSG REPUBLIC SVCS INC

+$969.3K

13,427 +105%

增持

VBR VANGUARD INDEX FDS

+$916.8K

10,202 +131%

清仓

MBB ISHARES TR

-$902.0K

0 -100%

减持

AAPL APPLE INC

+$821.7K

24,233 -1%

清仓

MTUM ISHARES TR

-$623.1K

0 -100%

增持

NVDA NVIDIA CORPORATION

+$603.0K

4,402 +4%

增持

IYW ISHARES TR

+$598.4K

15,576 +37%

减持

EFV ISHARES TR

-$549.5K

45,658 -24%

增持

IJAN INNOVATOR ETFS TR

+$548.5K

33,655 +120%

建仓

FDV FEDERATED HERMES ETF TRUST

+$531.8K

21,776

减持

IJR ISHARES TR

-$530.1K

2,213 -72%

增持

VTI VANGUARD INDEX FDS

+$526.7K

36,032 +1%

清仓

SHYG ISHARES TR

-$507.0K

0 -100%

清仓

GOVT ISHARES TR

-$490.5K

0 -100%

减持

BSEP INNOVATOR ETFS TR

+$488.9K

312,281 -1%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$422.6K

57,947 +31%

增持

— EXXON MOBIL CORP

+$414.2K

20,643 +23%

增持

ABBV ABBVIE INC

+$400.0K

6,652 +63%

增持

— CHUBB LIMITED

-$385.0K

20,784 +4%

增持

CSCO CISCO SYS INC

+$379.4K

62,798 +3%

减持

IJUL INNOVATOR ETFS TR

+$378.0K

261,900 -0%

减持

ADI ANALOG DEVICES INC

+$375.4K

11,658 -1%

减持

HDV ISHARES TR

-$334.6K

75,948 -2%

增持

BJAN INNOVATOR ETFS TR

+$331.6K

20,631 +73%

增持

USMV ISHARES TR

+$329.0K

19,574 +29%

增持

CVX CHEVRON CORP NEW

+$327.2K

20,904 +22%

建仓

BFEB INNOVATOR ETFS TR

+$326.1K

10,194

增持

KO COCA COLA CO

+$306.9K

11,429 +81%

建仓

DUSA DAVIS FUNDAMENTAL ETF TR

+$304.2K

10,701

减持

GILD GILEAD SCIENCES INC

-$299.3K

23,127 -10%

增持

— BROOKFIELD INFRASTRUCTURE CO

+$292.0K

40,297 +0%

增持

MCD MCDONALDS CORP

+$277.1K

3,909 +26%

建仓

WINN HARBOR ETF TRUST

+$275.5K

17,093

增持

USB US BANCORP DEL

-$275.4K

37,940 +1%

清仓

COMT ISHARES U S ETF TR

-$273.1K

0 -100%

减持

JNJ JOHNSON & JOHNSON

-$270.6K

10,001 -3%

建仓

SNY SANOFI

+$269.5K

4,952

增持

BMAR INNOVATOR ETFS TR

+$267.7K

14,564 +98%

清仓

ICVT ISHARES TR

-$264.1K

0 -100%

清仓

UNP UNION PAC CORP

-$257.8K

0 -100%

清仓

CLX CLOROX CO DEL

-$254.1K

0 -100%

建仓

GOOGL ALPHABET INC

+$248.0K

2,391

清仓

VOD VODAFONE GROUP PLC NEW

-$247.7K

0 -100%

建仓

GNL GLOBAL NET LEASE INC

+$244.1K

18,983

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$240.0K

32,712 +34%

减持

IYE ISHARES TR

-$239.1K

5,993 -44%

增持

CGUS CAPITAL GROUP CORE EQUITY ET

+$238.2K

19,298 +98%

建仓

MSI MOTOROLA SOLUTIONS INC

+$233.8K

817

增持

FAST FASTENAL CO

+$226.2K

33,216 +0%

建仓

— LYONDELLBASELL INDUSTRIES N

+$218.7K

2,330

建仓

NFLX NETFLIX INC

+$218.7K

633

建仓

META META PLATFORMS INC

+$211.5K

998

建仓

BX BLACKSTONE INC

+$210.8K

2,400

建仓

CRM SALESFORCE INC

+$210.2K

1,052

建仓

— UNILEVER PLC

+$210.0K

4,043

建仓

CM CANADIAN IMPERIAL BK COMM TO

+$204.2K

4,814

减持

JPM JPMORGAN CHASE & CO

-$203.6K

5,713 -19%

增持

ORCL ORACLE CORP

+$203.0K

12,137 +7%

建仓

CGGO CAPITAL GROUP GBL GROWTH EQT

+$202.7K

8,790

清仓

BND VANGUARD BD INDEX FDS

-$201.9K

0 -100%

清仓

VTV VANGUARD INDEX FDS

-$200.0K

0 -100%

增持

UPS UNITED PARCEL SERVICE INC

+$181.3K

5,100 +10%

增持

TEQI T ROWE PRICE ETF INC

+$180.3K

38,973 +18%

增持

PFE PFIZER INC

-$159.0K

30,146 +11%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$147.4K

12,239 +18%

减持

SUSA ISHARES TR

-$139.5K

2,949 -39%

减持

INTC INTEL CORP

+$135.4K

27,000 -4%

减持

PII POLARIS INC

+$135.3K

14,630 -0%

增持

DOW DOW INC

+$134.0K

30,016 +0%

减持

HD HOME DEPOT INC

-$130.9K

5,793 -1%

减持

MRK MERCK & CO INC

-$128.9K

12,262 -5%

增持

MMM 3M CO

+$124.5K

3,578 +71%

减持

FNF FIDELITY NATIONAL FINANCIAL

-$122.8K

41,674 -1%

减持

SNA SNAP ON INC

+$119.0K

8,692 -2%

清仓

SMFG SUMITOMO MITSUI FINL GROUP I

-$111.0K

0 -100%

增持

BSMO INVESCO EXCH TRD SLF IDX FD

+$110.8K

23,969 +22%

增持

DIS DISNEY WALT CO

+$109.3K

3,266 +30%

减持

ABT ABBOTT LABS

-$108.5K

4,027 -14%

增持

BP BP PLC

+$106.7K

30,082 +2%

减持

LMT LOCKHEED MARTIN CORP

-$99.0K

4,581 -2%

减持

— WALGREENS BOOTS ALLIANCE INC

-$89.8K

26,727 -2%

减持

DLR DIGITAL RLTY TR INC

-$86.2K

11,963 -5%

减持

WFC WELLS FARGO CO NEW

-$85.4K

15,575 -4%

减持

DOL WISDOMTREE TR

-$83.9K

5,714 -28%

减持

CL COLGATE PALMOLIVE CO

-$82.2K

19,444 -1%

增持

ETR ENTERGY CORP NEW

+$76.1K

14,686 +10%

减持

SO SOUTHERN CO

-$75.6K

40,261 -0%

减持

IOCT INNOVATOR ETFS TR

+$75.1K

59,545 -1%

增持

WEC WEC ENERGY GROUP INC

+$70.6K

7,280 +10%

增持

— INVESCO EXCH TRD SLF IDX FD

+$67.5K

187,634 +1%

减持

BAC BANK AMERICA CORP

-$67.3K

12,752 -2%

增持

AEP AMERICAN ELEC PWR CO INC

+$66.9K

3,040 +38%

增持

TGT TARGET CORP

+$65.0K

3,728 +1%

增持

NGG NATIONAL GRID PLC

+$64.1K

4,726 +11%

增持

— INVESCO EXCH TRD SLF IDX FD

+$63.2K

18,286 +16%

减持

GOOG ALPHABET INC

+$62.5K

6,028 -5%

减持

PGR PROGRESSIVE CORP

+$58.2K

17,504 -7%

减持

GGG GRACO INC

+$54.3K

10,525 -1%

增持

NOW SERVICENOW INC

+$54.2K

551 +6%

减持

SPY SPDR S&P 500 ETF TR

+$52.5K

3,509 -3%

增持

CMCSA COMCAST CORP NEW

+$50.6K

8,495 +9%

增持

BTI BRITISH AMERN TOB PLC

-$49.9K

13,820 +3%

增持

SCHC SCHWAB STRATEGIC TR

+$47.4K

13,855 +4%

减持

TROW PRICE T ROWE GROUP INC

+$43.2K

15,237 -1%

增持

HBAN HUNTINGTON BANCSHARES INC

-$42.9K

15,169 +1%

减持

MEAR ISHARES U S ETF TR

-$42.6K

10,011 -8%

减持

CEG CONSTELLATION ENERGY CORP

-$39.2K

3,264 -5%

减持

PAYX PAYCHEX INC

-$38.9K

19,644 -1%

增持

TRP TC ENERGY CORP

+$38.9K

6,786 +20%

减持

PG PROCTER AND GAMBLE CO

-$38.6K

3,584 -5%

增持

— INVESCO EXCH TRD SLF IDX FD

+$38.5K

188,936 +0%

增持

WY WEYERHAEUSER CO MTN BE

-$38.4K

46,075 +0%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$36.6K

5,599 -5%

减持

GE GENERAL ELECTRIC CO

+$36.5K

3,182 -0%

增持

KMI KINDER MORGAN INC DEL

-$35.0K

76,819 +1%

减持

ADBE ADOBE SYSTEMS INCORPORATED

-$33.6K

608 -24%

减持

T AT&T INC

+$32.7K

47,991 -1%

减持

SCHG SCHWAB STRATEGIC TR

+$31.0K

4,118 -4%

减持

SPYG SPDR SER TR

-$30.9K

12,784 -12%

减持

XYL XYLEM INC

-$30.5K

2,545 -5%

减持

DE DEERE & CO

-$29.4K

503 -9%

增持

DEO DIAGEO PLC

+$28.6K

9,042 +0%

增持

AMGN AMGEN INC

+$28.2K

1,605 +17%

减持

BOCT INNOVATOR ETFS TR

+$26.2K

16,615 -1%

减持

EXC EXELON CORP

-$26.1K

11,808 -2%

增持

WMB WILLIAMS COS INC

-$23.9K

8,311 +1%

增持

DUK DUKE ENERGY CORP NEW

-$23.1K

5,597 +2%

减持

BJUL INNOVATOR ETFS TR

+$22.6K

18,353 -2%

增持

— TOTALENERGIES SE

-$22.3K

12,361 +2%

增持

— AMCOR PLC

+$21.2K

22,066 +14%

减持

SPYV SPDR SER TR

+$18.8K

17,286 -2%

减持

VZ VERIZON COMMUNICATIONS INC

-$18.0K

32,835 -0%

减持

C CITIGROUP INC

-$16.6K

4,355 -11%