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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 150 项建仓 7增持 88减持 48清仓 7

方向

标的

Δ市值

现股数(环比)

增持

IVV ISHARES TR

+$2.3M

54,251 +2%

增持

MSFT MICROSOFT CORP

+$1.8M

28,118 +4%

增持

AAPL APPLE INC

+$910.0K

25,295 +4%

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

CGXU CAPITAL GROUP INTL FOCUS EQT

+$903.5K

233,750 +18%

增持

AMZN AMAZON COM INC

+$854.4K

27,217 +4%

增持

NVDA NVIDIA CORPORATION

+$714.4K

4,580 +4%

增持

VTI VANGUARD INDEX FDS

+$600.2K

36,110 +0%

减持

BSEP INNOVATOR ETFS TR

+$564.1K

307,492 -2%

增持

QUAL ISHARES TR

+$524.8K

31,104 +5%

增持

FDV FEDERATED HERMES ETF TRUST

+$418.5K

39,943 +83%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$399.2K

67,406 +16%

减持

SNA SNAP ON INC

+$342.0K

8,633 -1%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$335.9K

9,683 +1%

增持

ORCL ORACLE CORP

+$335.2K

12,285 +1%

增持

IYW ISHARES TR

+$324.9K

16,263 +4%

建仓

SPEM SPDR INDEX SHS FDS

+$318.2K

9,256

增持

NTRS NORTHERN TR CORP

-$290.2K

21,273 +0%

建仓

BMAY INNOVATOR ETFS TR

+$274.4K

8,634

清仓

— AXIS CAP HLDGS LTD

-$247.6K

0 -100%

清仓

— ISHARES TR

-$232.0K

0 -100%

减持

KO COCA COLA CO

-$231.1K

7,936 -31%

减持

RSG REPUBLIC SVCS INC

+$220.5K

13,293 -1%

清仓

IUSB ISHARES TR

-$218.7K

0 -100%

建仓

IAPR INNOVATOR ETFS TR

+$218.6K

8,773

建仓

VTV VANGUARD INDEX FDS

+$215.7K

1,518

减持

GILD GILEAD SCIENCES INC

-$213.8K

22,123 -4%

清仓

SBUX STARBUCKS CORP

-$213.5K

0 -100%

增持

WINN HARBOR ETF TRUST

+$210.2K

26,201 +53%

增持

EFG ISHARES TR

+$209.3K

36,366 +4%

减持

BTI BRITISH AMERN TOB PLC

-$209.0K

8,324 -40%

建仓

GM GENERAL MTRS CO

+$208.8K

5,415

减持

IJUL INNOVATOR ETFS TR

+$208.2K

260,912 -0%

清仓

DE DEERE & CO

-$207.7K

0 -100%

增持

ESGU ISHARES TR

+$206.8K

22,769 +2%

减持

BR BROADRIDGE FINL SOLUTIONS IN

+$203.1K

11,186 -1%

建仓

SHEL SHELL PLC

+$201.2K

3,333

减持

PGR PROGRESSIVE CORP

-$199.0K

17,414 -1%

减持

DGRW WISDOMTREE TR

+$194.6K

50,408 -1%

清仓

NZF NUVEEN MUNICIPAL CREDIT INC

-$190.4K

0 -100%

增持

CGDV CAPITAL GROUP DIVIDEND VALUE

+$185.7K

37,040 +13%

增持

TEQI T ROWE PRICE ETF INC

+$172.1K

42,890 +10%

增持

LLY LILLY ELI & CO

+$171.6K

1,110 +9%

减持

PFE PFIZER INC

-$171.2K

28,865 -4%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$170.3K

10,717 -12%

增持

MRSH MARSH & MCLENNAN COS INC

+$168.2K

7,690 +0%

增持

META META PLATFORMS INC

+$166.6K

1,318 +32%

减持

MMM 3M CO

-$164.3K

2,116 -41%

减持

FAST FASTENAL CO

+$162.4K

33,125 -0%

增持

JPM JPMORGAN CHASE & CO

+$162.3K

6,235 +9%

减持

ETR ENTERGY CORP NEW

-$159.2K

14,615 -0%

增持

ABBV ABBVIE INC

-$158.5K

6,692 +1%

增持

— WALGREENS BOOTS ALLIANCE INC

-$155.7K

26,976 +1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$154.5K

195,327 +4%

增持

VBR VANGUARD INDEX FDS

+$153.6K

10,721 +5%

建仓

NMZ NUVEEN MUN HIGH INCOME OPPOR

+$152.8K

14,458

减持

WY WEYERHAEUSER CO MTN BE

+$149.2K

45,880 -0%

减持

PII POLARIS INC

+$145.5K

14,587 -0%

增持

GGG GRACO INC

+$143.3K

10,559 +0%

增持

DUSA DAVIS FUNDAMENTAL ETF TR

+$138.7K

13,823 +29%

增持

CGUS CAPITAL GROUP CORE EQUITY ET

+$135.7K

23,086 +20%

减持

— LINDE PLC

+$130.0K

5,721 -1%

增持

VUG VANGUARD INDEX FDS

+$126.5K

3,460 +1%

增持

WFC WELLS FARGO CO NEW

+$121.3K

16,483 +6%

增持

IEMG ISHARES INC

+$117.1K

40,260 +5%

增持

T AT&T INC

-$116.0K

50,646 +6%

清仓

XNEAX NUVEEN AMT FREE QLTY MUN INC

-$113.5K

0 -100%

减持

UPS UNITED PARCEL SERVICE INC

-$113.2K

4,888 -4%

增持

BJUL INNOVATOR ETFS TR

+$108.2K

20,066 +9%

减持

— ISHARES TR

-$108.0K

10,762 -28%

增持

TGT TARGET CORP

-$107.9K

3,863 +4%

增持

HD HOME DEPOT INC

+$101.4K

5,830 +1%

减持

CSCO CISCO SYS INC

-$101.0K

61,495 -2%

增持

USB US BANCORP DEL

-$100.5K

38,355 +1%

增持

GOOGL ALPHABET INC

+$100.3K

2,910 +22%

增持

MCD MCDONALDS CORP

+$95.9K

3,984 +2%

减持

JNJ JOHNSON & JOHNSON

+$88.5K

9,900 -1%

增持

EFV ISHARES TR

+$88.3K

47,080 +3%

减持

RYN RAYONIER INC

-$81.9K

40,496 -0%

增持

CAT CATERPILLAR INC

+$81.7K

4,061 +1%

增持

ADBE ADOBE SYSTEMS INCORPORATED

+$81.6K

646 +6%

增持

USMV ISHARES TR

+$79.4K

20,222 +3%

增持

— INVESCO EXCH TRD SLF IDX FD

+$79.1K

191,870 +2%

减持

DLR DIGITAL RLTY TR INC

+$78.9K

11,021 -8%

增持

NFLX NETFLIX INC

+$78.6K

675 +7%

减持

MRK MERCK & CO INC

+$78.1K

11,983 -2%

增持

CVX CHEVRON CORP NEW

-$75.4K

21,197 +1%

减持

ADI ANALOG DEVICES INC

-$66.7K

11,460 -2%

增持

WMT WALMART INC

+$65.3K

2,958 +9%

增持

— ACCENTURE PLC IRELAND

+$62.3K

2,059 +3%

增持

AMGN AMGEN INC

+$60.2K

2,019 +26%

增持

— LYONDELLBASELL INDUSTRIES N

+$59.8K

3,033 +30%

减持

SPYV SPDR SER TR

-$59.8K

14,909 -14%

增持

BP BP PLC

-$57.2K

30,720 +2%

增持

— AON PLC

+$56.8K

1,794 +1%

增持

— CHUBB LIMITED

+$56.7K

21,417 +3%

增持

— ISHARES TR

+$54.8K

74,366 +3%

减持

PAYX PAYCHEX INC

-$54.5K

19,635 -0%

减持

CCI CROWN CASTLE INC

-$52.6K

1,903 -5%

减持

DOW DOW INC

-$51.9K

29,920 -0%

减持

SUSA ISHARES TR

-$51.1K

2,218 -25%

增持

LMT LOCKHEED MARTIN CORP

-$50.1K

4,595 +0%

减持

IOCT INNOVATOR ETFS TR

+$48.5K

59,487 -0%

减持

CME CME GROUP INC

-$47.2K

4,755 -2%

增持

DEO DIAGEO PLC

-$47.2K

9,171 +1%

增持

NGG NATIONAL GRID PLC

+$47.1K

5,472 +16%

减持

SPY SPDR S&P 500 ETF TR

+$46.2K

3,345 -5%

增持

BJUN INNOVATOR ETFS TR

+$45.4K

9,001 +12%

增持

— ISHARES TR

+$44.7K

77,351 +3%

增持

WEC WEC ENERGY GROUP INC

-$44.4K

7,317 +1%

增持

CEG CONSTELLATION ENERGY CORP

+$43.2K

3,271 +0%

增持

TRP TC ENERGY CORP

+$42.6K

7,588 +12%

减持

SPYG SPDR SER TR

+$42.2K

12,291 -4%

增持

BMAR INNOVATOR ETFS TR

+$41.1K

14,709 +1%

减持

DOL WISDOMTREE TR

-$40.1K

4,808 -16%

增持

ABT ABBOTT LABS

+$39.7K

4,105 +2%

增持

BSMO INVESCO EXCH TRD SLF IDX FD

+$38.6K

25,651 +7%

减持

FNF FIDELITY NATIONAL FINANCIAL

+$37.5K

41,477 -0%

增持

— INVESCO EXCH TRD SLF IDX FD

+$37.4K

19,792 +8%

增持

COST COSTCO WHSL CORP NEW

+$37.3K

648 +3%

增持

SNY SANOFI

+$36.2K

5,672 +15%

增持

— EXXON MOBIL CORP

-$35.3K

20,778 +1%

增持

ITOT ISHARES TR

+$34.4K

2,841 +6%

增持

— UNILEVER PLC

+$34.3K

4,685 +16%

增持

MA MASTERCARD INCORPORATED

+$34.1K

1,069 +1%

减持

CL COLGATE PALMOLIVE CO

+$33.8K

19,406 -0%

减持

PEP PEPSICO INC

+$33.0K

12,297 -0%

增持

— ISHARES TR

+$32.9K

79,166 +4%

增持

BAC BANK AMERICA CORP

+$32.3K

13,837 +9%

增持

CRM SALESFORCE INC

+$32.1K

1,147 +9%

减持

EEMV ISHARES INC

-$31.3K

9,276 -6%

减持

NVS NOVARTIS AG

+$30.8K

7,422 -5%

增持

— AMCOR PLC

-$30.6K

22,093 +0%

增持

— MEDTRONIC PLC

+$29.8K

3,044 +3%

增持

F FORD MTR CO DEL

+$29.5K

11,466 +0%

减持

— BROOKFIELD INFRASTRUCTURE CO

-$29.4K

40,077 -1%

增持

VZ VERIZON COMMUNICATIONS INC

-$28.3K

33,576 +2%

增持

BA BOEING CO

+$28.1K

1,466 +11%

增持

IJAN INNOVATOR ETFS TR

+$27.8K

33,822 +0%

增持

IFRA ISHARES TR

+$25.7K

11,760 +1%

增持

WMB WILLIAMS COS INC

+$25.6K

8,389 +1%

增持

CM CANADIAN IMPERIAL BK COMM TO

+$25.4K

5,380 +12%

减持

ARCC ARES CAPITAL CORP

+$25.3K

59,935 -1%

增持

NKE NIKE INC

+$24.8K

2,548 +22%

减持

CMCSA COMCAST CORP NEW

+$24.5K

8,341 -2%

减持

KMI KINDER MORGAN INC DEL

-$23.9K

76,724 -0%

增持

V VISA INC

+$23.1K

1,517 +1%

减持

MEAR ISHARES U S ETF TR

-$22.1K

9,582 -4%

减持

IYE ISHARES TR

-$21.0K

5,629 -6%

增持

TMO THERMO FISHER SCIENTIFIC INC

-$20.9K

403 +0%

减持

NUV NUVEEN MUN VALUE FD INC

-$20.5K

25,947 -7%