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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 18
增持 89
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.5M
64,521
+9%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.3M
0
-100%
减持
—
CHUBB LIMITED
-$2.2M
9,802
-54%
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
VBR
VANGUARD INDEX FDS
-$2.1M
0
-100%
清仓
—
ISHARES TR
-$2.1M
0
-100%
建仓
IBTG
ISHARES TR
+$2.0M
87,964
建仓
CLX
CLOROX CO DEL
+$1.8M
12,931
建仓
DFSV
DIMENSIONAL ETF TRUST
+$1.8M
60,723
减持
MSFT
MICROSOFT CORP
+$1.4M
26,991
-2%
增持
OEF
ISHARES TR
+$1.1M
6,599
+227%
增持
VTI
VANGUARD INDEX FDS
+$908.8K
36,072
+0%
减持
BSEP
INNOVATOR ETFS TR
+$821.1K
308,634
-1%
增持
UPS
UNITED PARCEL SERVICE INC
+$800.5K
9,936
+103%
增持
QUAL
ISHARES TR
+$728.9K
27,129
+10%
增持
AMZN
AMAZON COM INC
+$720.1K
27,819
+1%
增持
AAPL
APPLE INC
+$638.0K
25,775
+2%
增持
FDV
FEDERATED HERMES ETF TRUST
+$619.5K
100,454
+25%
增持
USB
US BANCORP DEL
+$615.1K
44,812
+12%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$596.3K
268,430
+0%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$551.1K
0
-100%
建仓
—
ISHARES TR
+$549.2K
20,688
增持
INTC
INTEL CORP
+$537.6K
29,485
+11%
建仓
IBMO
ISHARES TR
+$530.6K
20,799
增持
IYW
ISHARES TR
+$519.0K
12,002
+32%
建仓
EMXC
ISHARES INC
+$505.6K
9,125
减持
EFG
ISHARES TR
-$472.8K
23,300
-26%
建仓
IJR
ISHARES TR
+$455.1K
4,204
清仓
IJH
ISHARES TR
-$447.1K
0
-100%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$439.6K
41,562
+2%
减持
IJUL
INNOVATOR ETFS TR
+$436.7K
274,562
-0%
增持
NTRS
NORTHERN TR CORP
+$406.0K
22,204
+5%
建仓
SGOV
ISHARES TR
+$405.5K
4,044
增持
HD
HOME DEPOT INC
+$380.7K
6,105
+6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$379.1K
74,488
+6%
减持
USMV
ISHARES TR
-$375.7K
11,616
-34%
增持
FAST
FASTENAL CO
+$361.6K
32,768
+2%
增持
CVX
CHEVRON CORP NEW
-$351.2K
21,845
+2%
增持
—
EXXON MOBIL CORP
-$347.7K
20,837
+1%
增持
NVDA
NVIDIA CORPORATION
+$337.5K
4,716
+3%
增持
MRK
MERCK & CO INC
+$332.2K
14,446
+20%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$328.8K
1,462
建仓
IXC
ISHARES TR
+$312.7K
7,996
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$307.0K
11,517
+2%
增持
SNA
SNAP ON INC
+$305.5K
8,477
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$305.0K
10,933
+1%
增持
RSG
REPUBLIC SVCS INC
+$299.9K
13,306
+0%
减持
GGG
GRACO INC
-$292.2K
5,502
-48%
增持
ADI
ANALOG DEVICES INC
+$286.1K
10,102
+3%
增持
ESGU
ISHARES TR
+$267.9K
18,770
+4%
建仓
AVGO
BROADCOM INC
+$265.7K
238
建仓
UNP
UNION PAC CORP
+$262.1K
1,067
增持
LMT
LOCKHEED MARTIN CORP
+$251.2K
4,611
+3%
建仓
XEL
XCEL ENERGY INC
+$246.2K
3,977
增持
—
LINDE PLC
+$243.4K
5,694
+1%
建仓
TSLA
TESLA INC
+$239.5K
964
增持
TEQI
T ROWE PRICE ETF INC
+$231.4K
50,775
+4%
清仓
—
UNILEVER PLC
-$231.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$229.9K
2,912
增持
PAYX
PAYCHEX INC
+$229.2K
21,142
+7%
增持
CL
COLGATE PALMOLIVE CO
+$228.2K
19,915
+4%
建仓
WDAY
WORKDAY INC
+$228.0K
826
增持
WINN
HARBOR ETF TRUST
+$213.5K
42,033
+14%
建仓
GLD
SPDR GOLD TR
+$211.8K
1,108
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$203.5K
39,450
+7%
减持
EFV
ISHARES TR
+$203.3K
66,888
-0%
建仓
BAPR
INNOVATOR ETFS TR
+$202.8K
5,308
增持
DOW
DOW INC
+$200.7K
31,003
+7%
增持
ETR
ENTERGY CORP NEW
+$200.5K
15,402
+5%
增持
JPM
JPMORGAN CHASE & CO
+$197.5K
6,511
+4%
增持
IVW
ISHARES TR
+$196.9K
12,411
+15%
增持
IOCT
INNOVATOR ETFS TR
+$191.6K
62,477
+6%
增持
—
ISHARES TR
+$190.9K
18,358
+65%
增持
GILD
GILEAD SCIENCES INC
+$190.1K
22,610
+3%
增持
DLR
DIGITAL RLTY TR INC
+$189.4K
11,058
+3%
增持
ABBV
ABBVIE INC
+$175.4K
7,581
+13%
增持
MCD
MCDONALDS CORP
+$174.4K
4,931
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$169.4K
7,225
+20%
减持
RYN
RAYONIER INC
+$168.6K
38,893
-2%
减持
DGRW
WISDOMTREE TR
+$161.2K
47,501
-5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$157.9K
29,555
+9%
减持
PGR
PROGRESSIVE CORP
+$150.2K
15,871
-7%
增持
ABT
ABBOTT LABS
+$146.4K
5,386
+17%
增持
KMI
KINDER MORGAN INC DEL
+$143.4K
77,626
+5%
增持
TGT
TARGET CORP
+$142.4K
4,158
+2%
增持
WFC
WELLS FARGO CO NEW
+$141.7K
16,470
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$139.4K
2,824
+0%
减持
—
ACCENTURE PLC IRELAND
-$138.1K
1,440
-31%
增持
TROW
PRICE T ROWE GROUP INC
+$135.4K
15,585
+6%
增持
KO
COCA COLA CO
+$134.9K
9,873
+24%
增持
IEMG
ISHARES INC
+$134.0K
28,616
+4%
减持
VUG
VANGUARD INDEX FDS
+$131.5K
3,444
-0%
增持
PFE
PFIZER INC
-$126.6K
30,201
+1%
增持
CSCO
CISCO SYS INC
-$124.6K
60,137
+2%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$120.8K
42,080
+9%
增持
DOL
WISDOMTREE TR
+$113.3K
6,667
+41%
减持
EEMV
ISHARES INC
-$111.8K
5,072
-31%
增持
PG
PROCTER AND GAMBLE CO
+$102.7K
4,370
+19%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$98.6K
16,878
+7%
减持
HDV
ISHARES TR
-$98.3K
90,602
-4%
增持
BOCT
INNOVATOR ETFS TR
+$97.6K
17,869
+8%
增持
NEE
NEXTERA ENERGY INC
+$95.8K
10,115
+12%
增持
BP
BP PLC
-$94.7K
31,016
+1%
增持
IFRA
ISHARES TR
+$94.1K
13,241
+10%
增持
BAC
BANK AMERICA CORP
+$93.4K
13,917
+2%
增持
META
META PLATFORMS INC
+$91.3K
1,391
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$90.3K
209,709
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$85.5K
12,205
-23%
增持
PII
POLARIS INC
-$83.4K
14,670
+4%
增持
GE
GENERAL ELECTRIC CO
+$81.1K
3,412
+6%
增持
SPYG
SPDR SER TR
+$79.9K
12,239
+1%
增持
NGG
NATIONAL GRID PLC
+$79.2K
6,046
+10%
减持
BA
BOEING CO
+$77.6K
1,270
-4%
减持
SPYV
SPDR SER TR
+$76.8K
14,439
-0%
增持
GOOGL
ALPHABET INC
+$76.6K
3,787
+10%
增持
COST
COSTCO WHSL CORP NEW
+$76.3K
648
+4%
减持
AMGN
AMGEN INC
-$76.2K
1,709
-19%
增持
CRM
SALESFORCE INC
+$75.9K
1,174
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$75.5K
9,397
+0%
减持
IJAN
INNOVATOR ETFS TR
+$75.3K
33,448
-1%
减持
—
ISHARES TR
-$72.6K
84,772
-4%
减持
MEAR
ISHARES U S ETF TR
-$72.3K
7,805
-16%
减持
BJUL
INNOVATOR ETFS TR
+$72.0K
22,970
-0%
增持
JNJ
JOHNSON & JOHNSON
+$71.8K
10,338
+4%
增持
ARCC
ARES CAPITAL CORP
+$71.2K
59,857
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$70.0K
1,975
+3%
增持
ADBE
ADOBE INC
+$68.4K
689
+3%
增持
V
VISA INC
+$61.8K
1,614
+4%
减持
—
AON PLC
-$60.5K
1,794
-0%
减持
SNY
SANOFI
-$60.2K
4,903
-13%
增持
GOOG
ALPHABET INC
+$58.6K
6,132
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$58.2K
15,015
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$58.1K
888
+9%
减持
XYL
XYLEM INC
+$56.6K
2,450
-0%
减持
CAT
CATERPILLAR INC
+$56.3K
4,077
-3%
减持
BX
BLACKSTONE INC
+$55.5K
2,450
-1%
减持
BSMO
INVESCO EXCH TRD SLF IDX FD
-$52.8K
22,924
-9%
减持
SO
SOUTHERN CO
+$51.5K
36,884
-6%
减持
CM
CANADIAN IMPERIAL BK COMM TO
+$50.7K
5,361
-0%
增持
PEP
PEPSICO INC
+$49.8K
12,329
+2%
减持
NOW
SERVICENOW INC
+$49.0K
510
-8%
增持
MMM
3M CO
+$48.9K
2,282
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$48.9K
484
+18%
增持
CME
CME GROUP INC
+$48.2K
4,512
+0%
减持
—
WALGREENS BOOTS ALLIANCE INC
+$47.6K
18,017
-5%
减持
—
ISHARES TR
-$47.5K
87,332
-3%
减持
LLY
ELI LILLY & CO
+$45.3K
1,201
-1%
增持
SHEL
SHELL PLC
+$42.8K
4,332
+15%
减持
BMAR
INNOVATOR ETFS TR
+$40.1K
14,430
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$38.7K
15,481
+2%
增持
DIS
DISNEY WALT CO
+$36.7K
3,582
+1%
