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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 70
减持 50
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
DFSV
DIMENSIONAL ETF TRUST
+$3.4M
212,791
+106%
清仓
DISV
DIMENSIONAL ETF TRUST
-$3.3M
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$1.9M
0
-100%
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
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$1.7M
42,244
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.4M
71,750
清仓
RYN
RAYONIER INC
-$1.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.1M
29,379
+3%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$1.0M
8,076
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$999.8K
383,526
+16%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$986.8K
312,289
+18%
建仓
MTUM
ISHARES TR
+$946.7K
4,575
清仓
IUSV
ISHARES TR
-$827.4K
0
-100%
增持
AAPL
APPLE INC
+$702.0K
33,119
+2%
建仓
IBMP
ISHARES TR
+$684.0K
27,207
增持
NVDA
NVIDIA CORPORATION
+$642.1K
41,558
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$567.4K
16,805
+48%
建仓
IAU
ISHARES GOLD TR
+$539.7K
10,900
减持
IJUL
INNOVATOR ETFS TRUST
-$537.6K
283,804
-1%
清仓
—
ISHARES TR
-$536.2K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
-$481.8K
4,893
+0%
清仓
BSMO
INVESCO EXCH TRD SLF IDX FD
-$456.9K
0
-100%
减持
DOW
DOW INC
-$447.9K
30,696
-0%
增持
HDV
ISHARES TR
-$421.6K
99,039
+1%
增持
KMI
KINDER MORGAN INC DEL
+$421.3K
79,191
+0%
减持
SNA
SNAP ON INC
+$411.3K
8,422
-0%
减持
IVV
ISHARES TR
+$405.8K
56,809
-1%
增持
IVW
ISHARES TR
+$374.2K
53,606
+1%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$360.0K
48,301
+53%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$338.0K
88,418
+4%
减持
—
LINDE PLC
-$331.1K
5,518
-0%
减持
CSCO
CISCO SYS INC
+$322.0K
61,093
-1%
增持
VTI
VANGUARD INDEX FDS
+$293.3K
36,918
+0%
建仓
BMO
BANK MONTREAL QUE
+$293.1K
3,020
增持
NTRS
NORTHERN TR CORP
+$289.8K
22,795
+0%
建仓
INOV
INNOVATOR ETFS TRUST
+$286.5K
10,008
建仓
IDEC
INNOVATOR ETFS TRUST
+$279.9K
10,557
增持
WINN
HARBOR ETF TRUST
+$278.8K
88,163
+6%
增持
SO
SOUTHERN CO
-$273.4K
35,393
+0%
增持
FDV
FEDERATED HERMES ETF TRUST
+$261.3K
243,605
+9%
减持
HSY
HERSHEY CO
-$259.6K
9,823
-2%
清仓
BCE
BCE INC
-$259.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$258.6K
26,211
-0%
增持
PII
POLARIS INC
-$254.7K
15,616
+13%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$251.0K
40,782
-0%
减持
MRK
MERCK & CO INC
-$250.0K
14,046
-3%
增持
CL
COLGATE PALMOLIVE CO
-$247.1K
20,140
+1%
清仓
VBR
VANGUARD INDEX FDS
-$242.7K
0
-100%
增持
TSLA
TESLA INC
+$238.8K
1,379
+13%
增持
GOOGL
ALPHABET INC
+$236.8K
5,762
+12%
减持
PGR
PROGRESSIVE CORP
-$235.1K
12,203
-2%
增持
ETR
ENTERGY CORP NEW
+$229.0K
29,893
+93%
清仓
BTI
BRITISH AMERN TOB PLC
-$227.3K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$225.8K
38,790
-0%
建仓
IAUG
INNOVATOR ETFS TRUST
+$223.8K
9,241
清仓
WMB
WILLIAMS COS INC
-$219.6K
0
-100%
清仓
DFIS
DIMENSIONAL ETF TRUST
-$218.5K
0
-100%
增持
IBMO
ISHARES TR
+$216.6K
39,355
+29%
建仓
SCHW
SCHWAB CHARLES CORP
+$216.2K
2,921
清仓
NVO
NOVO-NORDISK A S
-$214.6K
0
-100%
减持
INTC
INTEL CORP
-$213.6K
27,899
-15%
增持
—
ISHARES TR
+$213.5K
35,922
+29%
建仓
TRMB
TRIMBLE INC
+$212.1K
3,001
增持
BNOV
INNOVATOR ETFS TRUST
+$211.4K
10,677
+96%
建仓
POCT
INNOVATOR ETFS TRUST
+$207.7K
5,249
清仓
QCOM
QUALCOMM INC
-$206.6K
0
-100%
清仓
—
ISHARES TR
-$206.5K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$204.3K
0
-100%
增持
IBTH
ISHARES TR
+$203.9K
99,012
+12%
减持
WFC
WELLS FARGO CO NEW
+$203.1K
15,545
-1%
清仓
IYE
ISHARES TR
-$202.4K
0
-100%
建仓
C
CITIGROUP INC
+$200.6K
2,850
增持
JPM
JPMORGAN CHASE & CO.
+$200.5K
6,797
+0%
减持
GILD
GILEAD SCIENCES INC
+$200.4K
25,600
-1%
增持
BDEC
INNOVATOR ETFS TRUST
+$182.5K
11,710
+56%
减持
ADI
ANALOG DEVICES INC
-$179.3K
10,006
-0%
减持
NEE
NEXTERA ENERGY INC
-$177.5K
13,556
-0%
增持
SGOV
ISHARES TR
+$171.8K
13,380
+15%
减持
—
ISHARES TR
-$170.1K
110,144
-6%
减持
DYNF
BLACKROCK ETF TRUST
+$168.3K
94,763
-0%
增持
GOOG
ALPHABET INC
+$164.6K
6,150
+2%
减持
IBTG
ISHARES TR
-$159.7K
113,901
-5%
减持
NVS
NOVARTIS AG
-$158.9K
6,478
-6%
增持
JNJ
JOHNSON & JOHNSON
-$158.1K
11,597
+2%
增持
PEP
PEPSICO INC
-$156.7K
13,746
+4%
增持
DEO
DIAGEO PLC
-$155.5K
15,524
+2%
减持
WEC
WEC ENERGY GROUP INC
-$155.0K
28,807
-3%
减持
CAT
CATERPILLAR INC
-$153.3K
4,121
-2%
增持
TROW
PRICE T ROWE GROUP INC
+$153.2K
16,332
+5%
减持
AVGO
BROADCOM INC
+$141.0K
2,564
-2%
减持
—
CHUBB LIMITED
-$140.3K
9,621
-1%
增持
PAYX
PAYCHEX INC
+$138.7K
21,105
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$138.4K
985
-10%
增持
—
EXXON MOBIL CORP
-$134.8K
22,358
+3%
减持
CM
CANADIAN IMPERIAL BK COMM
-$131.0K
3,606
-38%
增持
USB
US BANCORP DEL
+$127.5K
49,552
+1%
增持
CVX
CHEVRON CORP NEW
+$126.9K
24,365
+5%
增持
V
VISA INC
+$124.2K
2,333
+5%
减持
ADBE
ADOBE INC
-$123.7K
693
-17%
增持
QUAL
ISHARES TR
+$120.4K
30,536
+3%
减持
CEG
CONSTELLATION ENERGY CORP
-$119.8K
3,206
-0%
增持
WMT
WALMART INC
+$119.6K
9,845
+3%
增持
EFG
ISHARES TR
+$117.0K
41,470
+15%
增持
VUG
VANGUARD INDEX FDS
+$114.7K
3,919
+1%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$112.8K
10,118
+0%
减持
XYL
XYLEM INC
-$103.6K
1,971
-20%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$103.2K
471,769
+8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$101.3K
37,233
+6%
增持
LLY
ELI LILLY & CO
-$99.8K
1,711
+7%
增持
IEMG
ISHARES INC
-$99.0K
19,585
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$97.3K
11,748
-3%
减持
—
AON PLC
-$95.5K
1,520
-18%
减持
GE
GE AEROSPACE
-$95.3K
3,857
-2%
减持
RSG
REPUBLIC SVCS INC
-$95.1K
12,736
-4%
增持
AJG
GALLAGHER ARTHUR J & CO
+$94.2K
1,791
+22%
增持
ABBV
ABBVIE INC
-$90.3K
6,661
+3%
减持
TGT
TARGET CORP
-$88.4K
4,019
-1%
增持
HD
HOME DEPOT INC
-$85.8K
6,253
+1%
减持
NGG
NATIONAL GRID PLC
-$85.6K
6,488
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$83.9K
7,733
-0%
增持
KO
COCA COLA CO
-$82.8K
9,698
+1%
减持
BP
BP PLC
-$79.4K
29,428
-3%
增持
IJAN
INNOVATOR ETFS TRUST
-$77.5K
34,570
+2%
减持
PFE
PFIZER INC
-$77.0K
31,564
-0%
减持
ITOT
ISHARES TR
-$75.6K
1,865
-26%
增持
DGRW
WISDOMTREE TR
-$75.0K
44,484
+1%
减持
NFLX
NETFLIX INC
+$73.8K
460
-3%
增持
BAC
BANK AMERICA CORP
+$73.2K
14,663
+2%
减持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$72.5K
12,040
-29%
增持
EFV
ISHARES TR
+$72.1K
76,833
+12%
增持
DIS
DISNEY WALT CO
+$70.9K
3,737
+4%
增持
BOCT
INNOVATOR ETFS TRUST
+$70.1K
19,073
+7%
增持
TEQI
T ROWE PRICE ETF INC
+$69.7K
79,146
+5%
增持
IOCT
INNOVATOR ETFS TRUST
-$68.8K
61,653
+1%
减持
BA
BOEING CO
+$68.6K
2,991
-1%
增持
GEV
GE VERNOVA INC
+$67.2K
885
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$65.6K
15,133
+1%
增持
MA
MASTERCARD INCORPORATED
+$63.8K
1,344
+3%
减持
SCHC
SCHWAB STRATEGIC TR
-$62.6K
11,528
-3%
增持
BX
BLACKSTONE INC
+$62.2K
2,901
+1%
减持
SBUX
STARBUCKS CORP
-$61.6K
2,882
-13%
增持
META
META PLATFORMS INC
+$61.2K
1,659
+4%
减持
O
REALTY INCOME CORP
-$60.2K
4,175
-6%
增持
ARCC
ARES CAPITAL CORP
+$59.0K
60,091
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$56.5K
593
+1%
减持
HEFA
ISHARES TR
-$56.3K
7,539
-16%
减持
CME
CME GROUP INC
-$55.4K
3,907
-10%
增持
—
LYONDELLBASELL INDUSTRIES N
-$55.0K
3,543
+7%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$52.5K
21,646
+5%
减持
SHOP
SHOPIFY INC
+$52.2K
2,490
-6%
减持
CMCSA
COMCAST CORP NEW
-$48.9K
8,602
-3%
