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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 21
增持 68
减持 53
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
UMAR
INNOVATOR ETFS TRUST
+$7.1M
195,982
+2497%
增持
MSFT
MICROSOFT CORP
+$3.2M
24,210
+2%
减持
DFSV
DIMENSIONAL ETF TRUST
-$2.9M
127,289
-46%
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。
减持
IVV
ISHARES TR
-$2.5M
41,476
-17%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
40,605
+8%
增持
EFV
ISHARES TR
+$2.3M
98,840
+47%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.1M
532,289
+6%
增持
IEMG
ISHARES INC
+$2.1M
60,682
+111%
建仓
THRO
BLACKROCK ETF TRUST
+$1.9M
54,575
减持
EMXC
ISHARES INC
-$1.5M
4,181
-87%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
37,901
+1%
减持
ORCL
ORACLE CORP
+$1.0M
13,952
-5%
增持
OEF
ISHARES TR
+$955.3K
8,737
+39%
增持
SGOV
ISHARES TR
+$886.5K
29,808
+42%
增持
BJUN
INNOVATOR ETFS TRUST
+$878.4K
254,782
+0%
增持
IVE
ISHARES TR
+$862.1K
24,616
+19%
增持
QUAL
ISHARES TR
+$854.9K
37,604
+7%
建仓
BAI
BLACKROCK ETF TRUST
+$808.1K
28,012
增持
NTRS
NORTHERN TR CORP
+$803.9K
23,578
+6%
清仓
HEFA
ISHARES TR
-$778.1K
0
-100%
增持
FDV
FEDERATED HERMES ETF TRUST
+$725.1K
310,417
+12%
增持
DYNF
BLACKROCK ETF TRUST
+$716.3K
101,792
+3%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$713.3K
13,305
+73%
增持
WINN
HARBOR ETF TRUST
+$711.7K
106,154
+9%
减持
IVW
ISHARES TR
+$705.4K
54,137
-4%
减持
AMZN
AMAZON COM INC
+$693.7K
29,157
-3%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$690.5K
95,277
+3%
减持
AAPL
APPLE INC
-$582.2K
32,613
-0%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$541.9K
70,615
+19%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$460.0K
9,724
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$459.5K
7,937
-41%
减持
CSCO
CISCO SYS INC
+$435.7K
59,470
-1%
增持
BAPR
INNOVATOR ETFS TRUST
+$433.0K
18,539
+95%
建仓
BTI
BRITISH AMERN TOB PLC
+$405.5K
8,568
增持
IBTH
ISHARES TR
+$399.4K
117,662
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$399.3K
11,289
-4%
增持
CEG
CONSTELLATION ENERGY CORP
+$392.4K
3,226
+0%
建仓
GSK
GSK PLC
+$389.0K
10,131
增持
TEQI
T ROWE PRICE ETF INC
+$385.3K
94,136
+9%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$376.6K
38,148
-1%
增持
BMAY
INNOVATOR ETFS TRUST
+$373.1K
19,081
+75%
增持
MTUM
ISHARES TR
+$370.4K
6,073
+13%
增持
AVGO
BROADCOM INC
+$363.0K
3,283
+1%
减持
PII
POLARIS INC
-$340.9K
6,638
-56%
增持
JPM
JPMORGAN CHASE & CO.
+$337.2K
6,972
+2%
减持
PAYX
PAYCHEX INC
-$333.7K
19,096
-5%
增持
META
META PLATFORMS INC
+$332.0K
1,853
+3%
建仓
UAPR
INNOVATOR ETFS TRUST
+$329.2K
10,519
减持
ADI
ANALOG DEVICES INC
+$324.7K
9,466
-1%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$324.5K
415,107
+4%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$307.2K
354,080
+4%
建仓
APH
AMPHENOL CORP NEW
+$304.8K
3,087
减持
MCD
MCDONALDS CORP
-$299.4K
5,001
-11%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$297.1K
0
-100%
建仓
IAPR
INNOVATOR ETFS TRUST
+$292.5K
10,003
建仓
—
EATON CORP PLC
+$290.2K
813
建仓
INTU
INTUIT
+$279.6K
355
增持
CVX
CHEVRON CORP NEW
-$260.1K
26,225
+9%
增持
DEO
DIAGEO PLC
+$256.0K
18,211
+21%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$254.9K
43,182
+8%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$249.3K
0
-100%
减持
SNA
SNAP ON INC
-$248.3K
7,865
-2%
建仓
AXP
AMERICAN EXPRESS CO
+$247.5K
776
建仓
KMB
KIMBERLY-CLARK CORP
+$241.6K
1,874
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$241.3K
1,770
减持
IYW
ISHARES TR
+$241.2K
12,663
-9%
建仓
COF
CAPITAL ONE FINL CORP
+$238.3K
1,120
减持
ETR
ENTERGY CORP NEW
-$238.2K
23,706
-8%
建仓
FE
FIRSTENERGY CORP
+$237.7K
5,905
建仓
EMR
EMERSON ELEC CO
+$234.4K
1,758
建仓
TRMB
TRIMBLE INC
+$232.3K
3,057
增持
SPY
SPDR S&P 500 ETF TR
+$229.8K
2,935
+4%
建仓
QCOM
QUALCOMM INC
+$229.7K
1,442
增持
PEP
PEPSICO INC
-$226.4K
13,610
+1%
增持
—
ISHARES TR
+$218.9K
119,815
+9%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$218.1K
1,200
增持
IBTG
ISHARES TR
+$217.9K
123,672
+8%
清仓
WDAY
WORKDAY INC
-$217.7K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$213.5K
902
-5%
建仓
GD
GENERAL DYNAMICS CORP
+$213.2K
731
增持
GEV
GE VERNOVA INC
+$212.2K
900
+4%
建仓
IDXX
IDEXX LABS INC
+$211.3K
394
清仓
—
MEDTRONIC PLC
-$209.2K
0
-100%
减持
BSEP
INNOVATOR ETFS TRUST
+$207.2K
62,070
-0%
清仓
IYE
ISHARES TR
-$206.8K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$206.7K
1,129
清仓
KVUE
KENVUE INC
-$200.4K
0
-100%
减持
MRSH
MARSH & MCLENNAN COS INC
-$197.4K
7,757
-0%
减持
GE
GE AEROSPACE
+$188.7K
3,747
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$181.7K
42,633
+1%
减持
—
AON PLC
-$178.5K
1,738
-13%
增持
TSLA
TESLA INC
+$170.2K
1,784
+17%
减持
JNJ
JOHNSON & JOHNSON
-$169.2K
11,892
-1%
增持
USB
US BANCORP DEL
+$168.8K
48,924
+1%
减持
GILD
GILEAD SCIENCES INC
-$164.5K
20,986
-6%
减持
WEC
WEC ENERGY GROUP INC
-$161.8K
27,410
-1%
减持
WY
WEYERHAEUSER CO MTN BE
-$159.0K
36,265
-3%
增持
HDV
ISHARES TR
-$159.0K
102,663
+2%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$155.9K
0
-100%
减持
DGRW
WISDOMTREE TR
+$155.0K
43,445
-0%
增持
IJUL
INNOVATOR ETFS TRUST
+$154.1K
54,216
+0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$153.5K
88,408
+9%
减持
SPYG
SPDR SERIES TRUST
+$153.4K
10,670
-1%
减持
VUG
VANGUARD INDEX FDS
+$150.6K
3,655
-7%
减持
NFLX
NETFLIX INC
+$150.2K
390
-2%
增持
BJUL
INNOVATOR ETFS TRUST
+$150.0K
37,134
+0%
增持
—
EXXON MOBIL CORP
-$149.2K
24,640
+4%
减持
—
CHUBB LIMITED
-$141.6K
9,107
-1%
减持
PM
PHILIP MORRIS INTL INC
-$140.7K
3,173
-30%
增持
GOOGL
ALPHABET INC
+$137.1K
5,827
+1%
增持
QQQ
INVESCO QQQ TR
+$136.8K
876
+19%
增持
MRK
MERCK & CO INC
-$134.7K
14,148
+1%
减持
PGR
PROGRESSIVE CORP
-$134.4K
7,096
-1%
减持
LLY
ELI LILLY & CO
-$133.8K
1,826
-3%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$133.3K
23,646
+4%
增持
WFC
WELLS FARGO CO NEW
+$132.8K
15,626
+0%
增持
CLX
CLOROX CO DEL
-$132.3K
14,122
+14%
增持
GOOG
ALPHABET INC
+$131.6K
5,723
+1%
增持
FAST
FASTENAL CO
+$131.5K
44,594
+99%
增持
BA
BOEING CO
+$127.6K
3,072
+2%
减持
EFG
ISHARES TR
+$120.7K
27,185
-7%
减持
UJAN
INNOVATOR ETFS TRUST
+$120.6K
52,593
-0%
增持
PNC
PNC FINL SVCS GROUP INC
+$119.3K
2,359
+29%
增持
ABBV
ABBVIE INC
-$117.4K
7,270
+4%
增持
WMT
WALMART INC
+$111.7K
10,065
+1%
减持
IOCT
INNOVATOR ETFS TRUST
+$109.3K
49,404
-0%
增持
BAC
BANK AMERICA CORP
+$105.5K
15,194
+3%
增持
BP
BP PLC
-$103.6K
29,193
+1%
增持
TROW
PRICE T ROWE GROUP INC
+$98.9K
15,769
+2%
增持
NOW
SERVICENOW INC
+$98.9K
313
+12%
减持
DIS
DISNEY WALT CO
+$91.1K
3,703
-1%
减持
BMAR
INNOVATOR ETFS TRUST
+$83.5K
27,734
-1%
增持
HSY
HERSHEY CO
+$81.6K
10,539
+8%
增持
NGG
NATIONAL GRID PLC
+$75.5K
7,658
+2%
减持
BJAN
INNOVATOR ETFS TRUST
+$73.9K
22,510
-1%
减持
SO
SOUTHERN CO
-$73.3K
33,726
-2%
减持
KO
COCA COLA CO
-$72.9K
9,160
-9%
减持
SCHC
SCHWAB STRATEGIC TR
+$72.2K
11,408
-1%
增持
SPYV
SPDR SERIES TRUST
+$69.6K
14,657
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
-$66.1K
5,656
-24%
增持
NVS
NOVARTIS AG
+$65.0K
6,627
+0%
减持
IAU
ISHARES GOLD TR
-$64.8K
13,319
-12%
减持
—
TOTALENERGIES SE
-$64.7K
12,624
-3%
减持
ZTS
ZOETIS INC
-$63.6K
1,937
-13%
减持
INTC
INTEL CORP
-$63.2K
25,234
-9%
减持
CL
COLGATE PALMOLIVE CO
-$61.5K
19,202
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$61.1K
4,639
-1%
增持
C
CITIGROUP INC
+$59.8K
3,114
+8%
增持
SNY
SANOFI
-$59.5K
9,482
+2%
减持
KMI
KINDER MORGAN INC DEL
+$58.3K
70,951
-0%
