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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 64
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
IJUL
INNOVATOR ETFS TRUST
-$6.3M
54,173
-81%
减持
IVV
ISHARES TR
-$5.2M
50,226
-12%
减持
MSFT
MICROSOFT CORP
-$2.2M
23,630
-10%
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
UJAN
INNOVATOR ETFS TRUST
+$2.0M
52,618
清仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
-$1.7M
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
37,719
-9%
增持
FDV
FEDERATED HERMES ETF TRUST
+$1.3M
276,952
+14%
增持
OEF
ISHARES TR
+$1.1M
6,291
+207%
减持
EFG
ISHARES TR
-$1.1M
29,240
-29%
增持
HDV
ISHARES TR
+$1.1M
100,627
+2%
减持
AAPL
APPLE INC
-$1.0M
32,744
-1%
增持
IVE
ISHARES TR
+$1.0M
20,718
+35%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$951.6K
9,293
减持
PGR
PROGRESSIVE CORP
-$895.9K
7,166
-41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$777.7K
9,733
+0%
增持
SGOV
ISHARES TR
+$772.6K
21,008
+57%
增持
AMZN
AMAZON COM INC
-$742.4K
29,975
+2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$708.8K
504,387
+7%
减持
IJAN
INNOVATOR ETFS TRUST
-$700.6K
10,770
-69%
清仓
IFRA
ISHARES TR
-$651.6K
0
-100%
清仓
ISEP
INNOVATOR ETFS TRUST
-$611.4K
0
-100%
增持
QUAL
ISHARES TR
+$582.0K
35,226
+15%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$566.4K
339,223
+9%
增持
IEMG
ISHARES INC
+$529.0K
28,751
+47%
增持
HEFA
ISHARES TR
+$516.1K
21,440
+184%
减持
RSG
REPUBLIC SVCS INC
+$510.1K
12,687
-0%
减持
CVX
CHEVRON CORP NEW
+$486.3K
24,002
-1%
增持
BMAR
INNOVATOR ETFS TRUST
+$463.1K
28,035
+59%
清仓
IAPR
INNOVATOR ETFS TRUST
-$427.7K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$424.2K
15,487
-5%
清仓
PJUL
INNOVATOR ETFS TRUST
-$412.6K
0
-100%
增持
TEQI
T ROWE PRICE ETF INC
+$409.0K
86,435
+9%
增持
—
EXXON MOBIL CORP
+$400.4K
23,589
+6%
减持
DEO
DIAGEO PLC
-$393.1K
15,082
-3%
增持
VTI
VANGUARD INDEX FDS
-$383.7K
37,533
+2%
增持
IAU
ISHARES GOLD TR
+$355.7K
15,186
+39%
增持
ORCL
ORACLE CORP
-$348.7K
14,645
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$345.9K
11,777
+0%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$326.5K
399,301
+4%
清仓
PSEP
INNOVATOR ETFS TRUST
-$325.4K
0
-100%
减持
USB
US BANCORP DEL
-$325.1K
48,437
-2%
减持
BJUN
INNOVATOR ETFS TRUST
-$324.7K
253,585
-1%
减持
WEC
WEC ENERGY GROUP INC
+$308.9K
27,692
-4%
增持
JNJ
JOHNSON & JOHNSON
+$308.7K
11,974
+3%
建仓
IMAR
INNOVATOR ETFS TRUST
+$296.7K
11,217
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$296.1K
59,322
+23%
减持
IOCT
INNOVATOR ETFS TRUST
-$291.9K
49,422
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$290.4K
4,672
-5%
减持
PII
POLARIS INC
-$289.1K
14,918
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$287.9K
16,649
-1%
减持
GOOG
ALPHABET INC
-$287.6K
5,656
-8%
清仓
INOV
INNOVATOR ETFS TRUST
-$286.5K
0
-100%
减持
CLX
CLOROX CO DEL
-$286.3K
12,414
-5%
增持
ABBV
ABBVIE INC
+$283.2K
7,001
+5%
清仓
IDEC
INNOVATOR ETFS TRUST
-$279.9K
0
-100%
建仓
UMAR
INNOVATOR ETFS TRUST
+$268.3K
7,546
减持
SO
SOUTHERN CO
+$256.8K
34,479
-3%
增持
—
AON PLC
+$252.7K
2,001
+32%
增持
MRSH
MARSH & MCLENNAN COS INC
+$250.9K
7,759
+0%
减持
HD
HOME DEPOT INC
-$245.0K
5,968
-5%
清仓
PJUN
INNOVATOR ETFS TRUST
-$240.5K
0
-100%
清仓
PAUG
INNOVATOR ETFS TRUST
-$236.7K
0
-100%
增持
LLY
ELI LILLY & CO
+$236.4K
1,886
+10%
建仓
CVS
CVS HEALTH CORP
+$229.7K
3,391
清仓
MANH
MANHATTAN ASSOCIATES INC
-$228.4K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$226.1K
3,178
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$225.7K
38,648
-5%
清仓
IAUG
INNOVATOR ETFS TRUST
-$223.8K
0
-100%
清仓
—
EATON CORP PLC
-$218.7K
0
-100%
建仓
IWR
ISHARES TR
+$215.2K
2,530
清仓
TRMB
TRIMBLE INC
-$212.1K
0
-100%
建仓
—
MEDTRONIC PLC
+$209.2K
2,328
建仓
LRCX
LAM RESEARCH CORP
+$209.1K
2,876
增持
IYW
ISHARES TR
-$209.0K
13,906
+3%
清仓
POCT
INNOVATOR ETFS TRUST
-$207.7K
0
-100%
建仓
IYE
ISHARES TR
+$206.8K
4,194
减持
GOOGL
ALPHABET INC
-$200.9K
5,754
-0%
建仓
KVUE
KENVUE INC
+$200.4K
8,356
减持
ADI
ANALOG DEVICES INC
-$197.5K
9,562
-4%
增持
PM
PHILIP MORRIS INTL INC
+$192.8K
4,527
+4%
增持
IVW
ISHARES TR
-$187.6K
56,610
+6%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$186.1K
80,844
+13%
减持
DOW
DOW INC
-$184.4K
29,994
-2%
减持
—
LINDE PLC
+$169.8K
5,326
-3%
增持
V
VISA INC
+$169.0K
2,586
+11%
增持
AMGN
AMGEN INC
+$167.4K
2,038
+14%
增持
—
TOTALENERGIES SE
+$164.3K
12,980
+5%
增持
ZTS
ZOETIS INC
+$164.3K
2,221
+80%
减持
SNA
SNAP ON INC
-$163.4K
7,999
-5%
增持
AJG
GALLAGHER ARTHUR J & CO
+$162.4K
1,943
+8%
减持
EMXC
ISHARES INC
-$161.6K
32,171
-8%
增持
TSLA
TESLA INC
-$160.4K
1,530
+11%
减持
VUG
VANGUARD INDEX FDS
-$156.7K
3,915
-0%
减持
PAYX
PAYCHEX INC
+$152.0K
20,167
-4%
减持
NTRS
NORTHERN TR CORP
-$150.9K
22,155
-3%
增持
MCD
MCDONALDS CORP
+$144.7K
5,636
+1%
减持
MRK
MERCK & CO INC
-$142.6K
13,978
-0%
增持
MTUM
ISHARES TR
+$142.4K
5,388
+18%
减持
KMI
KINDER MORGAN INC DEL
-$142.1K
71,072
-10%
减持
NOW
SERVICENOW INC
-$138.6K
280
-18%
减持
BSEP
INNOVATOR ETFS TRUST
-$132.9K
62,146
-2%
增持
CAT
CATERPILLAR INC
-$132.5K
4,131
+0%
增持
GE
GE AEROSPACE
+$132.5K
3,876
+0%
减持
AWK
AMERICAN WTR WKS CO INC NEW
+$132.1K
7,711
-5%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$130.9K
0
-100%
减持
GILD
GILEAD SCIENCES INC
+$126.6K
22,233
-13%
减持
TGT
TARGET CORP
-$125.4K
4,004
-0%
减持
CME
CME GROUP INC
+$124.1K
3,888
-0%
减持
—
CHUBB LIMITED
+$121.8K
9,206
-4%
增持
SNY
SANOFI
+$118.4K
9,333
+13%
增持
KO
COCA COLA CO
+$117.2K
10,067
+4%
减持
DGRW
WISDOMTREE TR
-$117.1K
43,614
-2%
增持
ABT
ABBOTT LABS
+$109.0K
5,352
+1%
增持
NGG
NATIONAL GRID PLC
+$108.9K
7,535
+16%
减持
BP
BP PLC
+$107.4K
28,923
-2%
增持
NVS
NOVARTIS AG
+$106.5K
6,610
+2%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$104.0K
92,921
+5%
增持
SBUX
STARBUCKS CORP
+$97.5K
3,675
+28%
增持
BJAN
INNOVATOR ETFS TRUST
+$93.8K
22,660
+13%
增持
BX
BLACKSTONE INC
-$92.4K
2,917
+1%
增持
BFEB
INNOVATOR ETFS TRUST
+$91.0K
16,448
+20%
增持
IBMP
ISHARES TR
+$90.8K
30,650
+13%
增持
DFSV
DIMENSIONAL ETF TRUST
+$83.3K
235,631
+11%
减持
DUK
DUKE ENERGY CORP NEW
+$82.7K
5,988
-0%
增持
SPYG
SPDR SER TR
-$80.7K
10,746
+0%
减持
BJUL
INNOVATOR ETFS TRUST
-$75.9K
37,061
-1%
减持
CSCO
CISCO SYS INC
+$73.6K
59,801
-2%
减持
EXC
EXELON CORP
+$71.6K
8,725
-1%
增持
RTX
RTX CORPORATION
+$71.2K
3,342
+4%
减持
INTC
INTEL CORP
+$69.1K
27,672
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$68.4K
3,218
+0%
减持
PEP
PEPSICO INC
-$66.8K
13,495
-2%
减持
—
ACCENTURE PLC IRELAND
-$66.1K
1,538
-1%
增持
META
META PLATFORMS INC
+$64.4K
1,797
+8%
减持
KKR
KKR & CO INC
-$62.8K
1,934
-0%
减持
EFV
ISHARES TR
-$61.1K
67,362
-12%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$58.5K
42,139
+3%
减持
ETR
ENTERGY CORP NEW
-$57.9K
25,835
-14%
增持
AEP
AMERICAN ELEC PWR CO INC
+$57.1K
3,265
+0%
增持
SHEL
SHELL PLC
+$55.0K
5,007
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$54.6K
6,865
+1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
+$54.1K
9,658
-5%
增持
AVGO
BROADCOM INC
-$52.5K
3,237
+26%
减持
FAST
FASTENAL CO
+$51.4K
22,456
-4%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$49.5K
22,709
+5%
增持
IBTH
ISHARES TR
+$49.1K
100,217
+1%
减持
T
AT&T INC
+$48.9K
16,651
-10%
减持
DIS
DISNEY WALT CO
-$48.2K
3,729
-0%
增持
DE
DEERE & CO
+$47.3K
840
+3%
减持
ARCC
ARES CAPITAL CORP
-$45.5K
57,305
-5%
