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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 83
减持 47
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$4.0M
209,761
建仓
DYNF
BLACKROCK ETF TRUST
+$3.9M
86,849
建仓
IVE
ISHARES TR
+$2.5M
13,292
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
IVW
ISHARES TR
+$1.9M
33,818
+172%
增持
WEC
WEC ENERGY GROUP INC
+$1.8M
28,454
+325%
减持
NVDA
NVIDIA CORPORATION
+$1.7M
4,414
-6%
减持
ESGU
ISHARES TR
-$1.5M
3,827
-80%
清仓
DLR
DIGITAL RLTY TR INC
-$1.5M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
27,022
+0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.2M
295,785
+10%
建仓
HEFA
ISHARES TR
+$1.1M
31,538
减持
OEF
ISHARES TR
-$966.5K
2,052
-69%
增持
HDV
ISHARES TR
+$912.3K
92,122
+2%
增持
FDV
FEDERATED HERMES ETF TRUST
+$845.7K
128,860
+28%
增持
AMZN
AMAZON COM INC
+$814.3K
27,947
+0%
增持
EMXC
ISHARES INC
+$801.3K
22,701
+149%
减持
EFV
ISHARES TR
-$796.6K
49,416
-26%
增持
UPS
UNITED PARCEL SERVICE INC
+$739.4K
15,486
+56%
减持
IEMG
ISHARES INC
-$684.0K
14,795
-48%
减持
VTI
VANGUARD INDEX FDS
+$649.5K
35,423
-2%
减持
USMV
ISHARES TR
-$648.4K
3,086
-73%
增持
DFSV
DIMENSIONAL ETF TRUST
+$622.0K
79,409
+31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$607.7K
9,415
+0%
减持
BSEP
INNOVATOR ETFS TRUST
+$543.5K
302,025
-2%
增持
SGOV
ISHARES TR
+$505.6K
9,047
+124%
增持
IYW
ISHARES TR
+$422.1K
14,033
+17%
减持
QUAL
ISHARES TR
+$414.0K
26,808
-1%
减持
FAST
FASTENAL CO
+$397.8K
32,670
-0%
减持
IVV
ISHARES TR
+$387.9K
59,356
-8%
增持
—
EXXON MOBIL CORP
+$381.2K
21,202
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$375.0K
11,828
+3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$365.7K
77,164
+4%
减持
RSG
REPUBLIC SVCS INC
+$348.0K
13,280
-0%
增持
MRK
MERCK & CO INC
+$332.8K
14,458
+0%
增持
CVX
CHEVRON CORP NEW
+$324.0K
22,711
+4%
减持
—
CHUBB LIMITED
+$311.5K
9,751
-1%
增持
ORCL
ORACLE CORP
+$304.6K
12,830
+3%
增持
EFG
ISHARES TR
+$300.3K
24,635
+6%
增持
TEQI
T ROWE PRICE ETF INC
+$288.7K
54,074
+6%
减持
CAT
CATERPILLAR INC
+$284.3K
4,065
-0%
清仓
—
MEDTRONIC PLC
-$282.9K
0
-100%
建仓
CINF
CINCINNATI FINL CORP
+$269.9K
2,174
增持
AAPL
APPLE INC
-$265.6K
27,390
+6%
建仓
GM
GENERAL MTRS CO
+$254.8K
5,618
减持
—
LINDE PLC
+$251.4K
5,578
-2%
增持
LLY
ELI LILLY & CO
+$249.4K
1,220
+2%
建仓
RTX
RTX CORPORATION
+$249.0K
2,553
建仓
EW
EDWARDS LIFESCIENCES CORP
+$246.7K
2,582
增持
TROW
PRICE T ROWE GROUP INC
+$243.6K
15,764
+1%
增持
WINN
HARBOR ETF TRUST
+$242.0K
47,328
+13%
清仓
TSLA
TESLA INC
-$239.5K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$229.9K
0
-100%
清仓
WDAY
WORKDAY INC
-$228.0K
0
-100%
清仓
BTI
BRITISH AMERN TOB PLC
-$225.9K
0
-100%
增持
—
ISHARES TR
+$224.3K
93,859
+11%
增持
IBTG
ISHARES TR
+$223.7K
98,376
+12%
建仓
NVO
NOVO-NORDISK A S
+$223.5K
1,741
建仓
TFC
TRUIST FINL CORP
+$220.6K
5,659
减持
IJUL
INNOVATOR ETFS TRUST
+$218.5K
271,715
-1%
增持
CL
COLGATE PALMOLIVE CO
+$218.1K
20,050
+1%
减持
CEG
CONSTELLATION ENERGY CORP
+$215.9K
3,186
-0%
建仓
KKR
KKR & CO INC
+$212.3K
2,111
建仓
MANH
MANHATTAN ASSOCIATES INC
+$210.9K
843
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$206.0K
10,084
增持
GE
GENERAL ELECTRIC CO
+$204.9K
3,648
+7%
建仓
BNOV
INNOVATOR ETFS TRUST
+$204.0K
5,591
增持
—
ISHARES TR
+$203.7K
96,288
+10%
减持
JPM
JPMORGAN CHASE & CO
+$192.7K
6,491
-0%
减持
INTC
INTEL CORP
-$190.8K
29,225
-1%
减持
META
META PLATFORMS INC
+$181.1K
1,387
-0%
增持
BFEB
INNOVATOR ETFS TRUST
+$174.0K
13,919
+37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$170.0K
10,052
+38%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$167.1K
10,165
-7%
增持
IXC
ISHARES TR
+$164.0K
11,099
+39%
增持
BMAR
INNOVATOR ETFS TRUST
+$163.1K
17,631
+22%
减持
HD
HOME DEPOT INC
+$155.6K
5,921
-3%
增持
TGT
TARGET CORP
+$153.0K
4,205
+1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$149.4K
215,981
+3%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$146.1K
18,362
+9%
增持
CLX
CLOROX CO DEL
+$136.3K
12,933
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$134.5K
7,736
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$132.6K
31,097
+5%
减持
WFC
WELLS FARGO CO NEW
+$130.7K
16,241
-1%
增持
DIS
DISNEY WALT CO
+$129.3K
3,700
+3%
增持
NTRS
NORTHERN TR CORP
+$127.0K
22,499
+1%
增持
—
ISHARES TR
+$125.1K
25,482
+23%
增持
IBMO
ISHARES TR
+$123.8K
25,815
+24%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$117.1K
39,823
+1%
增持
USB
US BANCORP DEL
+$113.9K
45,937
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$107.3K
2,361
-16%
增持
NEE
NEXTERA ENERGY INC
+$104.7K
11,252
+11%
增持
GOOGL
ALPHABET INC
+$100.4K
4,170
+10%
增持
WMT
WALMART INC
+$92.6K
9,312
+214%
增持
PII
POLARIS INC
+$89.9K
14,784
+1%
增持
V
VISA INC
+$87.4K
1,819
+13%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$86.1K
17,720
-2%
增持
PAYX
PAYCHEX INC
+$83.9K
21,190
+0%
增持
—
AON PLC
+$83.3K
1,814
+1%
增持
BA
BOEING CO
-$83.0K
1,285
+1%
增持
PG
PROCTER AND GAMBLE CO
+$82.0K
4,452
+2%
增持
—
ISHARES TR
+$80.5K
21,447
+17%
增持
BJAN
INNOVATOR ETFS TRUST
+$80.1K
21,198
+3%
增持
PEP
PEPSICO INC
+$79.5K
12,419
+1%
增持
IFRA
ISHARES TR
+$79.0K
14,118
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$75.0K
571
+18%
增持
LMT
LOCKHEED MARTIN CORP
+$74.8K
4,759
+3%
增持
NFLX
NETFLIX INC
+$73.9K
569
+2%
增持
SNY
SANOFI
+$73.8K
6,536
+33%
减持
NOW
SERVICENOW INC
-$72.9K
377
-26%
增持
ETR
ENTERGY CORP NEW
+$72.9K
15,437
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$71.7K
15,199
+1%
增持
GOOG
ALPHABET INC
+$69.9K
6,135
+0%
减持
MEAR
ISHARES U S ETF TR
-$69.1K
6,406
-18%
增持
GILD
GILEAD SCIENCES INC
-$67.8K
24,080
+7%
减持
DOL
WISDOMTREE TR
-$65.3K
5,088
-24%
增持
KMI
KINDER MORGAN INC DEL
+$62.9K
78,092
+1%
增持
BAC
BANK AMERICA CORP
+$62.6K
14,009
+1%
减持
DOW
DOW INC
+$62.5K
30,429
-2%
增持
IJAN
INNOVATOR ETFS TRUST
+$62.1K
34,489
+3%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$60.8K
41,079
-1%
减持
BP
BP PLC
+$60.3K
30,740
-1%
增持
CRM
SALESFORCE INC
+$59.1K
1,222
+4%
减持
SO
SOUTHERN CO
+$58.5K
36,866
-0%
减持
NVS
NOVARTIS AG
-$57.3K
7,194
-4%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$55.4K
42,729
+2%
增持
ADBE
ADOBE INC
-$54.8K
706
+2%
减持
KO
COCA COLA CO
-$52.9K
8,646
-12%
减持
SNA
SNAP ON INC
+$50.7K
8,437
-0%
减持
BSMO
INVESCO EXCH TRD SLF IDX FD
-$50.5K
21,013
-8%
增持
COST
COSTCO WHSL CORP NEW
+$50.1K
652
+1%
减持
MA
MASTERCARD INCORPORATED
+$49.7K
1,066
-2%
增持
WMB
WILLIAMS COS INC
+$48.6K
9,082
+4%
减持
DGRW
WISDOMTREE TR
+$47.9K
44,445
-6%
减持
—
TOTALENERGIES SE
-$47.9K
11,575
-8%
增持
NGG
NATIONAL GRID PLC
+$47.6K
6,723
+11%
增持
GGG
GRACO INC
+$46.8K
5,608
+2%
减持
ARCC
ARES CAPITAL CORP
+$46.7K
59,829
-0%
减持
IOCT
INNOVATOR ETFS TRUST
+$46.7K
61,973
-1%
增持
DE
DEERE & CO
+$46.0K
699
+16%
减持
EEMV
ISHARES INC
-$41.7K
4,245
-16%
减持
UNP
UNION PAC CORP
-$41.5K
897
-16%
增持
BCE
BCE INC
-$41.2K
8,772
+2%
减持
PGR
PROGRESSIVE CORP
+$40.6K
12,419
-22%
减持
WY
WEYERHAEUSER CO MTN BE
+$37.8K
38,858
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$37.7K
838
+1%
增持
XYL
XYLEM INC
+$36.7K
2,452
+0%
增持
SHEL
SHELL PLC
+$35.7K
4,785
+10%
减持
AVGO
BROADCOM INC
+$35.2K
227
-5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$33.3K
3,174
+4%
减持
ADI
ANALOG DEVICES INC
-$32.9K
9,975
-1%
