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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 95
减持 18
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
—
INVESCO EXCH TRD SLF IDX FD
+$5.2M
264,502
+1680%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.7M
0
-100%
建仓
DISV
DIMENSIONAL ETF TRUST
+$3.3M
112,177
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
+$3.2M
435,363
+31%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$2.4M
329,863
+56%
增持
FDV
FEDERATED HERMES ETF TRUST
+$2.2M
222,812
+39%
减持
—
ISHARES TR
-$2.1M
8,605
-91%
建仓
IBTH
ISHARES TR
+$2.0M
88,086
增持
EFV
ISHARES TR
+$1.9M
68,822
+81%
减持
IVV
ISHARES TR
+$1.6M
57,273
-0%
增持
AAPL
APPLE INC
+$1.3M
32,582
+10%
增持
HDV
ISHARES TR
+$1.1M
98,110
+2%
增持
IJUL
INNOVATOR ETFS TRUST
+$866.8K
285,578
+7%
增持
VTI
VANGUARD INDEX FDS
+$846.4K
36,749
+3%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$836.4K
31,587
建仓
IUSV
ISHARES TR
+$827.4K
8,665
增持
DFSV
DIMENSIONAL ETF TRUST
+$821.8K
103,352
+26%
增持
TEQI
T ROWE PRICE ETF INC
+$776.9K
75,185
+25%
增持
BJUL
INNOVATOR ETFS TRUST
+$686.3K
37,616
+64%
增持
DEO
DIAGEO PLC
+$653.5K
15,171
+30%
建仓
ISEP
INNOVATOR ETFS TRUST
+$647.0K
22,325
增持
WEC
WEC ENERGY GROUP INC
+$646.0K
29,778
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$615.8K
12,122
+2%
增持
WINN
HARBOR ETF TRUST
+$600.4K
82,783
+38%
增持
PGR
PROGRESSIVE CORP
+$594.7K
12,449
+1%
增持
ORCL
ORACLE CORP
+$592.2K
14,020
+10%
减持
HEFA
ISHARES TR
-$583.8K
8,987
-65%
增持
LMT
LOCKHEED MARTIN CORP
+$578.9K
4,892
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$546.8K
9,566
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$543.9K
11,381
-26%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$510.5K
40,937
-0%
增持
—
ISHARES TR
+$481.9K
116,938
+20%
增持
IBTG
ISHARES TR
+$481.7K
119,564
+19%
增持
EMXC
ISHARES INC
+$481.1K
31,220
+30%
增持
QUAL
ISHARES TR
+$468.3K
29,656
+4%
增持
GILD
GILEAD SCIENCES INC
+$454.5K
25,814
+4%
增持
HD
HOME DEPOT INC
+$449.2K
6,214
+3%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$432.8K
42,968
+1%
增持
BSEP
INNOVATOR ETFS TRUST
+$407.0K
63,611
+14%
建仓
PJUL
INNOVATOR ETFS TRUST
+$405.7K
10,022
增持
CSCO
CISCO SYS INC
+$397.0K
61,908
+2%
增持
MCD
MCDONALDS CORP
+$391.4K
5,422
+10%
增持
PAYX
PAYCHEX INC
+$385.9K
21,020
+2%
增持
ETR
ENTERGY CORP NEW
+$384.0K
15,481
+0%
减持
SO
SOUTHERN CO
+$368.1K
35,339
-3%
增持
IVE
ISHARES TR
+$367.6K
14,768
+6%
增持
JNJ
JOHNSON & JOHNSON
+$358.9K
11,324
+12%
清仓
IWM
ISHARES TR
-$348.0K
0
-100%
增持
CLX
CLOROX CO DEL
+$346.9K
12,998
+0%
增持
DYNF
BLACKROCK ETF TRUST
+$342.1K
94,771
+2%
增持
USB
US BANCORP DEL
+$332.3K
49,039
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$332.3K
84,752
+7%
减持
SGOV
ISHARES TR
-$331.8K
11,621
-22%
建仓
SBUX
STARBUCKS CORP
+$324.5K
3,329
建仓
PSEP
INNOVATOR ETFS TRUST
+$320.8K
8,325
建仓
TSLA
TESLA INC
+$318.1K
1,216
减持
—
CHUBB LIMITED
+$316.6K
9,704
-0%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$308.8K
7,406
增持
LLY
ELI LILLY & CO
+$301.5K
1,604
+30%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$298.9K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$277.1K
14,826
+26%
增持
—
LINDE PLC
+$259.5K
5,539
+2%
增持
IVW
ISHARES TR
+$258.7K
52,934
+2%
增持
CAT
CATERPILLAR INC
+$255.5K
4,214
+1%
减持
CVX
CHEVRON CORP NEW
-$247.8K
23,101
-1%
增持
SNA
SNAP ON INC
+$246.3K
8,449
+0%
建仓
TFC
TRUIST FINL CORP
+$245.2K
5,732
减持
IEMG
ISHARES INC
-$238.6K
19,539
-23%
建仓
WDAY
WORKDAY INC
+$237.8K
973
增持
DGRW
WISDOMTREE TR
+$234.2K
44,166
+0%
建仓
MSCI
MSCI INC
+$233.8K
401
建仓
PAUG
INNOVATOR ETFS TRUST
+$232.8K
6,148
清仓
CRM
SALESFORCE INC
-$231.1K
0
-100%
建仓
UNP
UNION PAC CORP
+$228.5K
927
清仓
KMB
KIMBERLY-CLARK CORP
-$228.2K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$227.4K
1,101
建仓
BTI
BRITISH AMERN TOB PLC
+$227.3K
6,213
建仓
PLD
PROLOGIS INC.
+$225.9K
1,789
增持
NEE
NEXTERA ENERGY INC
+$225.5K
13,597
+4%
清仓
D
DOMINION ENERGY INC
-$224.8K
0
-100%
建仓
GEV
GE VERNOVA INC
+$223.9K
878
建仓
MS
MORGAN STANLEY
+$220.2K
2,112
建仓
DFIS
DIMENSIONAL ETF TRUST
+$218.5K
8,144
清仓
—
ASML HOLDING N V
-$215.8K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$214.2K
593
增持
WY
WEYERHAEUSER CO MTN BE
+$213.0K
38,917
+0%
建仓
SHOP
SHOPIFY INC
+$212.5K
2,652
清仓
AMAT
APPLIED MATLS INC
-$211.9K
0
-100%
清仓
—
LAM RESEARCH CORP
-$211.9K
0
-100%
增持
FAST
FASTENAL CO
+$209.6K
23,244
+1%
建仓
—
EATON CORP PLC
+$208.5K
629
增持
VUG
VANGUARD INDEX FDS
+$205.6K
3,890
+13%
建仓
GD
GENERAL DYNAMICS CORP
+$204.3K
676
增持
META
META PLATFORMS INC
+$203.8K
1,590
+13%
增持
EFG
ISHARES TR
+$203.8K
36,214
+0%
建仓
ECL
ECOLAB INC
+$203.8K
798
建仓
ZTS
ZOETIS INC
+$203.6K
1,042
清仓
CAG
CONAGRA BRANDS INC
-$201.1K
0
-100%
增持
PEP
PEPSICO INC
+$201.1K
13,213
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$199.3K
1,089
+27%
减持
BJUN
INNOVATOR ETFS TRUST
+$197.1K
259,309
-2%
增持
CEG
CONSTELLATION ENERGY CORP
+$196.7K
3,219
+1%
增持
ABBV
ABBVIE INC
+$192.8K
6,451
+2%
增持
KMI
KINDER MORGAN INC DEL
+$192.2K
79,155
+1%
增持
MA
MASTERCARD INCORPORATED
+$186.4K
1,304
+26%
增持
BAUG
INNOVATOR ETFS TRUST
+$179.7K
17,374
+25%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$174.1K
10,114
-0%
增持
QQQ
INVESCO QQQ TR
+$162.7K
773
+73%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$158.9K
40,410
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$156.8K
35,027
+8%
增持
IBMO
ISHARES TR
+$156.4K
30,613
+23%
增持
NTRS
NORTHERN TR CORP
+$153.7K
22,733
+1%
减持
BP
BP PLC
-$150.0K
30,242
-1%
减持
NVDA
NVIDIA CORPORATION
-$149.6K
40,668
-1%
增持
MRK
MERCK & CO INC
-$147.8K
14,506
+0%
增持
GE
GE AEROSPACE
+$147.5K
3,916
+5%
增持
MSI
MOTOROLA SOLUTIONS INC
+$144.0K
1,043
+24%
增持
INTC
INTEL CORP
-$139.8K
32,950
+12%
增持
CL
COLGATE PALMOLIVE CO
+$137.9K
20,018
+0%
增持
V
VISA INC
+$137.8K
2,230
+23%
增持
WMT
WALMART INC
+$136.4K
9,534
+2%
增持
PG
PROCTER AND GAMBLE CO
+$133.5K
5,049
+12%
增持
KO
COCA COLA CO
+$133.0K
9,555
+10%
增持
AVGO
BROADCOM INC
+$129.1K
2,629
+1201%
减持
TROW
PRICE T ROWE GROUP INC
-$126.3K
15,549
-1%
减持
GOOG
ALPHABET INC
-$125.6K
6,021
-2%
增持
—
ACCENTURE PLC IRELAND
+$120.5K
1,527
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$117.5K
6,777
+5%
减持
RYN
RAYONIER INC
+$117.0K
38,235
-0%
增持
TRP
TC ENERGY CORP
+$113.3K
7,736
+15%
增持
RTX
RTX CORPORATION
+$112.5K
3,213
+17%
增持
—
AON PLC
+$112.4K
1,854
+3%
增持
CME
CME GROUP INC
+$112.0K
4,363
+1%
增持
MSFT
MICROSOFT CORP
-$107.6K
26,276
+3%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$103.1K
20,610
+11%
增持
MRSH
MARSH & MCLENNAN COS INC
+$101.4K
7,739
+0%
增持
PFE
PFIZER INC
+$96.5K
31,596
+8%
增持
BX
BLACKSTONE INC
+$96.1K
2,860
+4%
增持
—
ISHARES TR
+$94.2K
27,854
+14%
增持
—
EXXON MOBIL CORP
+$93.4K
21,667
+2%
减持
WMB
WILLIAMS COS INC
-$92.0K
4,811
-34%
增持
MMM
3M CO
+$89.6K
2,501
+1%
增持
RSG
REPUBLIC SVCS INC
+$87.9K
13,231
+0%
增持
NGG
NATIONAL GRID PLC
+$87.7K
6,762
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$87.7K
2,747
+0%
增持
CM
CANADIAN IMPERIAL BK COMM
+$82.1K
5,852
+0%
增持
HSY
HERSHEY CO
+$81.7K
10,028
+0%
增持
XEL
XCEL ENERGY INC
+$75.3K
6,268
+0%
增持
DE
DEERE & CO
+$73.6K
803
+15%
增持
IFRA
ISHARES TR
+$71.5K
14,056
+1%
