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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 74
减持 60
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
BJUN
INNOVATOR ETFS TRUST
+$10.1M
265,014
+3347%
减持
BSEP
INNOVATOR ETFS TRUST
-$9.6M
55,870
-82%
增持
IVW
ISHARES TR
+$2.0M
51,974
+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。
建仓
HSY
HERSHEY CO
+$1.8M
10,017
增持
AAPL
APPLE INC
+$1.6M
29,751
+9%
增持
EFG
ISHARES TR
+$1.1M
36,116
+47%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
41,188
+833%
减持
FAST
FASTENAL CO
-$1.1M
23,083
-29%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$909.7K
331,844
+12%
增持
FDV
FEDERATED HERMES ETF TRUST
+$711.5K
159,760
+24%
减持
EFV
ISHARES TR
-$669.1K
38,068
-23%
增持
IEMG
ISHARES INC
+$596.8K
25,412
+72%
增持
SGOV
ISHARES TR
+$591.2K
14,917
+65%
增持
DYNF
BLACKROCK ETF TRUST
+$490.1K
92,590
+7%
清仓
IXC
ISHARES TR
-$476.7K
0
-100%
增持
QUAL
ISHARES TR
+$443.2K
28,397
+6%
增持
WINN
HARBOR ETF TRUST
+$408.9K
60,090
+27%
增持
INTC
INTEL CORP
-$378.1K
29,474
+1%
增持
VTI
VANGUARD INDEX FDS
+$353.0K
35,735
+1%
减持
PII
POLARIS INC
-$349.4K
14,440
-2%
建仓
IWM
ISHARES TR
+$348.0K
1,715
增持
HDV
ISHARES TR
+$323.6K
96,379
+5%
减持
AMZN
AMAZON COM INC
+$322.2K
27,753
-1%
增持
ADI
ANALOG DEVICES INC
+$307.6K
9,991
+0%
增持
IYW
ISHARES TR
+$304.1K
14,614
+4%
减持
SNA
SNAP ON INC
-$297.8K
8,422
-0%
建仓
VBR
VANGUARD INDEX FDS
+$297.5K
1,630
增持
WY
WEYERHAEUSER CO MTN BE
-$290.7K
38,913
+0%
清仓
DOL
WISDOMTREE TR
-$263.1K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$253.5K
2,735
+16%
增持
BA
BOEING CO
+$242.5K
2,695
+110%
减持
IVV
ISHARES TR
+$237.9K
57,459
-3%
清仓
NKE
NIKE INC
-$236.8K
0
-100%
建仓
O
REALTY INCOME CORP
+$234.3K
4,435
建仓
QCOM
QUALCOMM INC
+$233.8K
1,174
建仓
PJUN
INNOVATOR ETFS TRUST
+$228.3K
6,409
清仓
UNP
UNION PAC CORP
-$220.6K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$220.6K
0
-100%
增持
TEQI
T ROWE PRICE ETF INC
+$220.1K
60,240
+11%
建仓
—
ASML HOLDING N V
+$215.8K
211
建仓
QQQ
INVESCO QQQ TR
+$214.4K
447
增持
GOOGL
ALPHABET INC
+$212.5K
4,622
+11%
建仓
AMAT
APPLIED MATLS INC
+$211.9K
898
建仓
—
LAM RESEARCH CORP
+$211.9K
199
增持
CLX
CLOROX CO DEL
-$209.6K
12,974
+0%
减持
—
LINDE PLC
-$208.1K
5,428
-3%
减持
UPS
UNITED PARCEL SERVICE INC
-$206.1K
15,313
-1%
增持
NEE
NEXTERA ENERGY INC
+$204.7K
13,047
+16%
增持
HD
HOME DEPOT INC
-$202.5K
6,010
+2%
建仓
CAG
CONAGRA BRANDS INC
+$201.1K
7,077
增持
IAPR
INNOVATOR ETFS TRUST
+$198.8K
16,025
+86%
增持
GOOG
ALPHABET INC
+$198.1K
6,173
+1%
减持
HEFA
ISHARES TR
-$197.9K
25,372
-20%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$194.4K
11,935
+1%
减持
ORCL
ORACLE CORP
+$185.2K
12,725
-1%
增持
BAPR
INNOVATOR ETFS TRUST
+$183.0K
9,533
+80%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$177.3K
223,478
+3%
减持
EXC
EXELON CORP
-$175.5K
8,621
-32%
减持
SO
SOUTHERN CO
+$174.0K
36,338
-1%
减持
MCD
MCDONALDS CORP
-$170.4K
4,943
-3%
增持
LLY
ELI LILLY & CO
+$170.0K
1,236
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$169.8K
17,740
+0%
减持
PAYX
PAYCHEX INC
-$167.4K
20,536
-3%
增持
RYN
RAYONIER INC
-$158.8K
38,274
+0%
减持
DOW
DOW INC
-$151.7K
30,369
-0%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$151.2K
41,078
-0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$147.7K
79,544
+3%
减持
TGT
TARGET CORP
-$144.3K
4,059
-3%
增持
USB
US BANCORP DEL
-$143.2K
48,116
+5%
减持
JNJ
JOHNSON & JOHNSON
-$142.8K
10,101
-1%
减持
CRM
SALESFORCE INC
-$136.9K
899
-26%
减持
CL
COLGATE PALMOLIVE CO
+$134.7K
19,994
-0%
减持
IJUL
INNOVATOR ETFS TRUST
-$134.0K
267,818
-1%
减持
CME
CME GROUP INC
-$131.3K
4,327
-5%
减持
PEP
PEPSICO INC
-$127.6K
12,404
-0%
增持
KMI
KINDER MORGAN INC DEL
+$124.1K
78,326
+0%
增持
BMAY
INNOVATOR ETFS TRUST
+$120.8K
10,936
+32%
增持
XEL
XCEL ENERGY INC
+$120.3K
6,254
+57%
增持
EMXC
ISHARES INC
+$119.9K
24,101
+6%
减持
WEC
WEC ENERGY GROUP INC
-$118.6K
28,270
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$115.9K
4,882
+3%
增持
MRK
MERCK & CO INC
-$112.6K
14,500
+0%
减持
ABBV
ABBVIE INC
-$111.7K
6,303
-4%
增持
CSCO
CISCO SYS INC
-$109.6K
60,993
+1%
增持
NTRS
NORTHERN TR CORP
-$107.7K
22,540
+0%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$106.6K
42,583
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$103.1K
9,479
+1%
增持
TROW
PRICE T ROWE GROUP INC
-$101.9K
15,784
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$97.9K
14,859
+47%
增持
CAT
CATERPILLAR INC
-$97.0K
4,181
+3%
减持
—
TOTALENERGIES SE
-$92.0K
10,568
-9%
减持
GGG
GRACO INC
-$87.9K
5,502
-2%
减持
KMB
KIMBERLY-CLARK CORP
-$87.8K
1,651
-32%
减持
—
ACCENTURE PLC IRELAND
-$83.6K
1,382
-5%
增持
DIS
DISNEY WALT CO
-$82.6K
3,728
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$81.7K
10,156
-0%
增持
DEO
DIAGEO PLC
+$79.6K
11,704
+25%
减持
—
AON PLC
-$76.3K
1,802
-1%
增持
NGG
NATIONAL GRID PLC
-$75.2K
6,750
+0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$74.9K
32,368
+4%
增持
AMGN
AMGEN INC
+$74.7K
1,779
+5%
减持
BCE
BCE INC
-$74.5K
6,906
-21%
增持
WMT
WALMART INC
+$73.1K
9,355
+0%
增持
SNY
SANOFI
+$73.1K
8,054
+23%
减持
COST
COSTCO WHSL CORP NEW
+$72.3K
647
-1%
增持
PM
PHILIP MORRIS INTL INC
+$68.9K
5,651
+3%
增持
CVX
CHEVRON CORP NEW
+$67.5K
23,334
+3%
减持
D
DOMINION ENERGY INC
-$61.6K
4,588
-21%
增持
IVE
ISHARES TR
+$61.1K
13,979
+5%
减持
BP
BP PLC
-$59.0K
30,451
-1%
减持
TRP
TC ENERGY CORP
-$55.9K
6,716
-13%
减持
MA
MASTERCARD INCORPORATED
-$55.9K
1,037
-3%
减持
NVS
NOVARTIS AG
+$55.8K
7,061
-2%
减持
NFLX
NETFLIX INC
-$55.4K
430
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$55.1K
11,799
+17%
减持
DGRW
WISDOMTREE TR
+$54.6K
44,086
-1%
增持
GILD
GILEAD SCIENCES INC
-$54.1K
24,920
+3%
增持
EW
EDWARDS LIFESCIENCES CORP
+$52.2K
3,236
+25%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$52.0K
12,936
-19%
增持
CEG
CONSTELLATION ENERGY CORP
+$51.3K
3,197
+0%
增持
GE
GE AEROSPACE
-$49.3K
3,718
+2%
减持
MSFT
MICROSOFT CORP
+$45.5K
25,538
-5%
减持
—
CHUBB LIMITED
-$44.8K
9,730
-0%
减持
WMB
WILLIAMS COS INC
-$42.3K
7,333
-19%
增持
IBTG
ISHARES TR
+$41.9K
100,467
+2%
增持
NVO
NOVO-NORDISK A S
+$35.0K
1,811
+4%
减持
CMCSA
COMCAST CORP NEW
-$34.8K
8,063
-0%
增持
BAC
BANK AMERICA CORP
+$34.1K
14,215
+1%
增持
SHEL
SHELL PLC
+$33.9K
4,914
+3%
增持
META
META PLATFORMS INC
+$32.9K
1,401
+1%
减持
V
VISA INC
-$32.3K
1,811
-0%
减持
BJAN
INNOVATOR ETFS TRUST
+$32.3K
21,181
-0%
减持
MRSH
MARSH & MCLENNAN COS INC
+$31.6K
7,712
-0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$31.2K
211,773
+1%
减持
PFE
PFIZER INC
-$30.7K
29,233
-4%
减持
BJUL
INNOVATOR ETFS TRUST
+$30.4K
22,900
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
-$28.8K
82,051
+3%
增持
RTX
RTX CORPORATION
+$27.8K
2,757
+8%
增持
MSI
MOTOROLA SOLUTIONS INC
+$27.6K
842
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$27.6K
14,796
-3%
减持
RSG
REPUBLIC SVCS INC
+$27.0K
13,221
-0%
减持
—
ISHARES TR
-$25.9K
24,480
-4%
增持
DE
DEERE & CO
-$25.6K
700
+0%
减持
IBMO
ISHARES TR
-$25.5K
24,840
-4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$24.9K
3,134
-1%
增持
KO
COCA COLA CO
+$24.7K
8,697
+1%
增持
ABT
ABBOTT LABS
-$24.0K
5,737
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$23.6K
859
-8%
减持
AVGO
BROADCOM INC
+$23.5K
202
-11%
减持
IFRA
ISHARES TR
-$23.4K
13,978
-1%
