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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 150 项建仓 4增持 70减持 68清仓 8

方向

标的

Δ市值

现股数(环比)

增持

HDV ISHARES TR

+$1.6M

94,436 +23%

增持

IVV ISHARES TR

+$1.2M

59,034 +9%

增持

EFV ISHARES TR

+$977.4K

67,066 +42%

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。

减持

QUAL ISHARES TR

-$932.1K

24,758 -20%

减持

MSFT MICROSOFT CORP

-$874.8K

27,554 -2%

增持

FDV FEDERATED HERMES ETF TRUST

+$842.2K

80,192 +101%

减持

IYW ISHARES TR

-$816.3K

9,095 -44%

减持

VZ VERIZON COMMUNICATIONS INC

-$740.8K

15,669 -53%

减持

EFG ISHARES TR

-$740.3K

31,627 -13%

建仓

IVW ISHARES TR

+$735.2K

10,746

减持

IEMG ISHARES INC

-$671.0K

27,598 -31%

减持

AAPL APPLE INC

-$581.6K

25,258 -0%

减持

ESGU ISHARES TR

-$517.7K

18,117 -20%

减持

ADI ANALOG DEVICES INC

-$512.8K

9,822 -14%

减持

— BROOKFIELD INFRASTRUCTURE CO

-$462.9K

38,590 -4%

建仓

IJH ISHARES TR

+$447.1K

1,793

减持

T AT&T INC

-$415.7K

26,102 -48%

减持

— WALGREENS BOOTS ALLIANCE INC

-$345.7K

19,011 -30%

减持

SNA SNAP ON INC

-$344.9K

8,402 -3%

增持

VBR VANGUARD INDEX FDS

+$330.5K

13,190 +23%

增持

CGXU CAPITAL GROUP INTL FOCUS EQT

+$318.5K

267,301 +14%

减持

— CHUBB LIMITED

+$306.2K

21,089 -2%

减持

VTI VANGUARD INDEX FDS

-$306.1K

36,007 -0%

减持

PII POLARIS INC

-$290.3K

14,151 -3%

增持

— INVESCO EXCH TRD SLF IDX FD

+$283.9K

204,700 +7%

减持

SPY SPDR S&P 500 ETF TR

-$279.8K

2,814 -16%

减持

LMT LOCKHEED MARTIN CORP

-$276.8K

4,496 -2%

增持

CVX CHEVRON CORP NEW

+$274.3K

21,407 +1%

增持

— INVESCO EXCH TRD SLF IDX FD

+$271.6K

207,521 +6%

减持

SO SOUTHERN CO

-$262.2K

39,165 -2%

减持

DEO DIAGEO PLC

-$260.3K

8,920 -3%

增持

— ISHARES TR

+$254.3K

87,889 +14%

增持

— ISHARES TR

+$249.4K

90,145 +14%

增持

— ISHARES TR

+$243.6K

84,152 +13%

减持

PEP PEPSICO INC

-$233.5K

12,064 -2%

减持

USMV ISHARES TR

-$218.9K

17,712 -12%

清仓

C CITIGROUP INC

-$218.0K

0 -100%

清仓

CCI CROWN CASTLE INC

-$216.8K

0 -100%

清仓

RTX RAYTHEON TECHNOLOGIES CORP

-$213.9K

0 -100%

建仓

DE DEERE & CO

+$212.8K

564

清仓

GM GENERAL MTRS CO

-$208.8K

0 -100%

清仓

SUSA ISHARES TR

-$207.7K

0 -100%

减持

— EXXON MOBIL CORP

+$202.5K

20,675 -0%

清仓

IJR ISHARES TR

-$200.6K

0 -100%

增持

BAUG INNOVATOR ETFS TR

+$198.9K

15,472 +67%

清仓

GNL GLOBAL NET LEASE INC

-$195.1K

0 -100%

减持

FAST FASTENAL CO

-$193.2K

32,226 -3%

减持

FNF FIDELITY NATIONAL FINANCIAL

+$187.7K

40,700 -2%

减持

DGRW WISDOMTREE TR

-$181.3K

50,041 -1%

减持

WY WEYERHAEUSER CO MTN BE

-$170.9K

44,572 -3%

增持

WINN HARBOR ETF TRUST

+$169.6K

36,735 +40%

减持

TROW PRICE T ROWE GROUP INC

-$161.6K

14,713 -3%

增持

IJUL INNOVATOR ETFS TR

+$156.0K

275,332 +6%

增持

ORCL ORACLE CORP

-$154.6K

12,353 +1%

清仓

NMZ NUVEEN MUN HIGH INCOME OPPOR

-$152.8K

0 -100%

建仓

NZF NUVEEN MUNICIPAL CREDIT INC

+$151.8K

14,550

增持

CAT CATERPILLAR INC

+$150.0K

4,209 +4%

增持

TEQI T ROWE PRICE ETF INC

+$145.4K

48,773 +14%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$142.6K

11,238 +5%

减持

RYN RAYONIER INC

-$140.8K

39,732 -2%

增持

MRK MERCK & CO INC

-$140.0K

12,071 +1%

减持

CL COLGATE PALMOLIVE CO

-$135.8K

19,114 -2%

增持

LLY ELI LILLY & CO

+$134.2K

1,219 +10%

增持

NEE NEXTERA ENERGY INC

-$121.5K

9,052 +5%

增持

AMGN AMGEN INC

+$120.2K

2,115 +5%

减持

EEMV ISHARES INC

-$115.0K

7,380 -20%

减持

UPS UNITED PARCEL SERVICE INC

-$114.4K

4,887 -0%

增持

— TOTALENERGIES SE

+$111.2K

12,515 +1%

减持

NTRS NORTHERN TR CORP

-$109.6K

21,122 -1%

增持

BP BP PLC

+$108.6K

30,803 +0%

增持

GOOGL ALPHABET INC

+$104.1K

3,457 +19%

增持

MCD MCDONALDS CORP

+$98.8K

4,888 +23%

增持

ABBV ABBVIE INC

+$97.9K

6,705 +0%

减持

KMI KINDER MORGAN INC DEL

-$95.2K

73,941 -4%

减持

SPDW SPDR INDEX SHS FDS

-$95.0K

14,964 -13%

减持

DOW DOW INC

-$94.0K

29,083 -3%

增持

BSEP INNOVATOR ETFS TR

-$94.0K

311,932 +1%

增持

PAYX PAYCHEX INC

+$92.5K

19,848 +1%

减持

BR BROADRIDGE FINL SOLUTIONS IN

+$91.7K

10,860 -3%

增持

JNJ JOHNSON & JOHNSON

-$90.0K

9,943 +0%

增持

CGUS CAPITAL GROUP CORE EQUITY ET

+$85.6K

27,020 +17%

减持

— LINDE PLC

-$84.9K

5,627 -2%

增持

BJUL INNOVATOR ETFS TR

+$84.6K

22,988 +15%

增持

GOOG ALPHABET INC

+$76.4K

6,110 +1%

减持

HD HOME DEPOT INC

-$76.0K

5,742 -2%

减持

PGR PROGRESSIVE CORP

+$72.6K

17,069 -2%

减持

NKE NIKE INC

-$70.5K

2,204 -14%

增持

ETR ENTERGY CORP NEW

-$65.1K

14,681 +0%

减持

GILD GILEAD SCIENCES INC

-$63.4K

21,905 -1%

增持

BCE BCE INC

-$63.4K

8,596 +0%

增持

PFE PFIZER INC

-$62.6K

30,030 +4%

增持

NVDA NVIDIA CORPORATION

+$60.7K

4,593 +0%

增持

TGT TARGET CORP

-$59.8K

4,067 +5%

增持

USB US BANCORP DEL

+$57.1K

40,059 +4%

减持

BA BOEING CO

-$56.2K

1,322 -10%

增持

WEC WEC ENERGY GROUP INC

-$55.5K

7,326 +0%

增持

— INVESCO EXCH TRD SLF IDX FD

+$54.7K

22,008 +11%

增持

DUSA DAVIS FUNDAMENTAL ETF TR

+$53.6K

15,724 +14%

增持

XYL XYLEM INC

-$50.7K

2,456 +1%

减持

BJUN INNOVATOR ETFS TR

-$48.9K

7,711 -14%

减持

SPYV SPDR SER TR

-$47.6K

14,457 -3%

减持

CEG CONSTELLATION ENERGY CORP

+$47.1K

3,177 -3%

减持

TRP TC ENERGY CORP

-$45.8K

7,581 -0%

减持

INTC INTEL CORP

+$45.5K

26,554 -1%

增持

ENB ENBRIDGE INC

-$44.1K

12,270 +0%

减持

DLR DIGITAL RLTY TR INC

+$43.8K

10,732 -3%

减持

IJAN INNOVATOR ETFS TR

-$43.7K

33,799 -0%

增持

SCHC SCHWAB STRATEGIC TR

+$43.4K

15,855 +14%

减持

EXC EXELON CORP

-$42.7K

11,612 -2%

增持

AMZN AMAZON COM INC

-$41.1K

27,586 +1%

增持

SHEL SHELL PLC

+$41.0K

3,762 +13%

增持

BX BLACKSTONE INC

+$40.2K

2,476 +2%

减持

VUG VANGUARD INDEX FDS

-$39.8K

3,449 -0%

增持

— AON PLC

-$36.7K

1,797 +0%

增持

NGG NATIONAL GRID PLC

-$36.6K

5,473 +0%

减持

WFC WELLS FARGO CO NEW

-$34.5K

16,373 -1%

减持

SPYG SPDR SER TR

-$33.5K

12,085 -2%

减持

F FORD MTR CO DEL

-$31.5K

11,428 -0%

增持

GE GENERAL ELECTRIC CO

+$31.4K

3,206 +9%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$31.3K

6,018 +1%

增持

KO COCA COLA CO

-$31.1K

7,982 +1%

减持

EFAV ISHARES TR

-$30.3K

7,979 -2%

增持

CMCSA COMCAST CORP NEW

+$29.1K

8,473 +2%

增持

NFLX NETFLIX INC

-$28.4K

712 +5%

减持

CGDV CAPITAL GROUP DIVIDEND VALUE

-$27.9K

36,783 -1%

增持

PM PHILIP MORRIS INTL INC

-$27.1K

5,392 +0%

增持

ADBE ADOBE INC

+$26.8K

672 +4%

增持

AEP AMERICAN ELEC PWR CO INC

-$26.2K

3,486 +2%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$25.9K

9,352 -3%

减持

BTI BRITISH AMERN TOB PLC

-$25.7K

7,981 -4%

减持

IYE ISHARES TR

-$24.1K

4,576 -19%

增持

UNH UNITEDHEALTH GROUP INC

+$24.0K

812 +1%

增持

CGGR CAPITAL GROUP GROWTH ETF

+$23.0K

70,353 +4%

增持

META META PLATFORMS INC

+$22.9K

1,336 +1%

增持

MRSH MARSH & MCLENNAN COS INC

+$22.8K

7,720 +0%

增持

DIS DISNEY WALT CO

-$22.3K

3,537 +2%

减持

CM CANADIAN IMPERIAL BK COMM TO

-$22.2K

5,372 -0%

减持

BAC BANK AMERICA CORP

-$21.8K

13,704 -1%

减持

CME CME GROUP INC

+$20.9K

4,505 -5%

增持

IFRA ISHARES TR

-$20.5K

12,000 +2%

减持

NUV NUVEEN MUN VALUE FD INC

-$19.7K

24,947 -4%

减持

CSCO CISCO SYS INC

-$19.0K

58,830 -4%

增持

— AMCOR PLC

-$18.1K

22,095 +0%

增持

WMB WILLIAMS COS INC

+$17.4K

8,642 +3%

增持

KMB KIMBERLY-CLARK CORP

-$16.7K

2,252 +8%

减持

MEAR ISHARES U S ETF TR

-$15.6K

9,285 -3%

减持

IAPR INNOVATOR ETFS TR

-$15.2K

8,424 -4%

增持

MSI MOTOROLA SOLUTIONS INC

-$14.7K

827 +1%

增持

PG PROCTER AND GAMBLE CO

-$14.3K

3,686 +1%

减持

BMAR INNOVATOR ETFS TR

-$14.3K

14,629 -1%