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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 102
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.5M
42,195
+2%
建仓
MDLZ
MONDELEZ INTL INC
+$2.5M
39,308
增持
OEF
ISHARES TR
+$2.3M
14,782
+69%
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
AAPL
APPLE INC
+$2.0M
34,212
+5%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.9M
552,606
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$1.9M
125,935
+24%
增持
PM
PHILIP MORRIS INTL INC
+$1.8M
14,761
+365%
减持
EFG
ISHARES TR
-$1.6M
12,510
-54%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
42,602
+5%
增持
BAI
BLACKROCK ETF TRUST
+$1.5M
66,534
+138%
增持
MSFT
MICROSOFT CORP
+$1.4M
25,950
+7%
建仓
ITA
ISHARES TR
+$1.3M
6,057
增持
FDV
FEDERATED HERMES ETF TRUST
+$1.2M
340,925
+10%
减持
IYW
ISHARES TR
-$1.2M
4,927
-61%
建仓
MO
ALTRIA GROUP INC
+$1.2M
18,211
增持
SBUX
STARBUCKS CORP
+$1.1M
17,833
+347%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
38,550
+2%
减持
PEP
PEPSICO INC
-$1.1M
4,844
-64%
增持
IEMG
ISHARES INC
+$1.1M
72,139
+19%
减持
SGOV
ISHARES TR
-$1.0M
19,500
-35%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
15,243
+28%
增持
IVW
ISHARES TR
+$938.8K
57,151
+6%
增持
HDV
ISHARES TR
+$888.5K
105,492
+3%
增持
IVE
ISHARES TR
+$849.3K
27,407
+11%
建仓
WM
WASTE MGMT INC DEL
+$839.9K
3,804
增持
—
ACCENTURE PLC IRELAND
+$780.6K
4,946
+237%
增持
GE
GE AEROSPACE
+$771.3K
5,770
+54%
减持
ORCL
ORACLE CORP
+$767.9K
13,577
-3%
增持
—
EXXON MOBIL CORP
+$704.1K
29,803
+21%
增持
DFSV
DIMENSIONAL ETF TRUST
+$680.3K
139,022
+9%
增持
NTRS
NORTHERN TR CORP
+$610.3K
26,744
+13%
增持
JPM
JPMORGAN CHASE & CO.
+$606.6K
8,331
+19%
建仓
PH
PARKER-HANNIFIN CORP
+$566.3K
747
增持
GOOG
ALPHABET INC
+$545.5K
6,408
+12%
增持
GOOGL
ALPHABET INC
+$517.6K
6,354
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$492.3K
13,539
+20%
减持
BJUN
INNOVATOR ETFS TRUST
+$488.9K
254,433
-0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$487.1K
99,275
+4%
增持
CAT
CATERPILLAR INC
+$482.6K
3,774
+11%
增持
BAUG
INNOVATOR ETFS TRUST
+$472.5K
25,673
+50%
建仓
LNC
LINCOLN NATL CORP IND
+$471.5K
11,691
增持
CVX
CHEVRON CORP NEW
+$468.6K
27,199
+4%
增持
WINN
HARBOR ETF TRUST
+$456.1K
113,858
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$448.9K
16,864
-8%
增持
ABBV
ABBVIE INC
+$441.0K
7,733
+6%
增持
V
VISA INC
+$437.7K
4,028
+53%
增持
IAU
ISHARES GOLD TR
+$429.9K
17,322
+30%
增持
THRO
BLACKROCK ETF TRUST
+$424.0K
62,488
+14%
建仓
UAUG
INNOVATOR ETFS TRUST
+$418.3K
10,643
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$412.6K
79,192
+12%
建仓
GLW
CORNING INC
+$404.5K
4,932
增持
TEQI
T ROWE PRICE ETF INC
+$381.7K
100,007
+6%
增持
GEV
GE VERNOVA INC
+$377.9K
1,389
+54%
增持
VZ
VERIZON COMMUNICATIONS INC
+$370.5K
22,901
+56%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$368.9K
3,962
-57%
建仓
USEP
INNOVATOR ETFS TRUST
+$368.8K
9,537
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$345.0K
431,897
+4%
增持
INTC
INTEL CORP
+$344.1K
27,105
+7%
增持
QQQ
INVESCO QQQ TR
+$336.9K
1,366
+56%
增持
AVGO
BROADCOM INC
+$332.0K
3,750
+14%
增持
TSLA
TESLA INC
+$320.1K
1,994
+12%
增持
FAST
FASTENAL CO
+$319.4K
44,705
+0%
增持
PAYX
PAYCHEX INC
-$319.3K
19,394
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$311.6K
368,969
+4%
建仓
HON
HONEYWELL INTL INC
+$311.6K
1,480
增持
PFE
PFIZER INC
+$299.6K
45,324
+28%
增持
T
AT&T INC
+$290.9K
26,367
+68%
减持
WEC
WEC ENERGY GROUP INC
+$281.7K
27,383
-0%
增持
BSEP
INNOVATOR ETFS TRUST
+$280.3K
63,862
+3%
清仓
PII
POLARIS INC
-$269.8K
0
-100%
减持
SNA
SNAP ON INC
+$268.3K
7,837
-0%
清仓
EMXC
ISHARES INC
-$264.0K
0
-100%
清仓
CM
CANADIAN IMPERIAL BK COMM
-$260.2K
0
-100%
增持
MTUM
ISHARES TR
+$257.2K
6,694
+10%
清仓
MS
MORGAN STANLEY
-$253.5K
0
-100%
增持
HD
HOME DEPOT INC
+$253.2K
5,979
+1%
建仓
ITT
ITT INC
+$251.0K
1,404
增持
BAC
BANK AMERICA CORP
+$247.3K
18,730
+23%
减持
UMAR
INNOVATOR ETFS TRUST
+$242.5K
195,164
-0%
增持
ETR
ENTERGY CORP NEW
+$240.6K
23,726
+0%
清仓
ADBE
ADOBE INC
-$234.8K
0
-100%
增持
DGRW
WISDOMTREE TR
+$234.5K
43,532
+0%
建仓
TJX
TJX COS INC NEW
+$234.2K
1,620
清仓
TXN
TEXAS INSTRS INC
-$230.9K
0
-100%
增持
HSY
HERSHEY CO
+$228.0K
10,569
+0%
建仓
ISEP
INNOVATOR ETFS TRUST
+$225.7K
7,083
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$218.1K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$215.2K
1,739
+26%
清仓
MSCI
MSCI INC
-$212.2K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
-$210.2K
19,205
+0%
建仓
THG
HANOVER INS GROUP INC
+$208.3K
1,147
建仓
DFAS
DIMENSIONAL ETF TRUST
+$205.7K
3,004
减持
QUAL
ISHARES TR
+$190.3K
36,324
-3%
增持
XYL
XYLEM INC
+$184.2K
3,014
+50%
减持
DOW
DOW INC
-$182.1K
37,634
-5%
增持
BP
BP PLC
+$181.3K
30,616
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$180.6K
1,338
+48%
增持
C
CITIGROUP INC
+$171.7K
4,303
+38%
增持
BX
BLACKSTONE INC
+$170.8K
3,565
+22%
清仓
NXP
NUVEEN SELECT TAX-FREE INCOM
-$169.2K
0
-100%
增持
MRK
MERCK & CO INC
+$167.4K
15,339
+8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$162.7K
44,447
+3%
增持
CEG
CONSTELLATION ENERGY CORP
+$162.5K
3,658
+13%
增持
USB
US BANCORP DEL
+$162.1K
49,161
+0%
增持
—
AMCOR PLC
+$159.5K
42,586
+107%
增持
ENB
ENBRIDGE INC
+$156.0K
14,673
+14%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$154.8K
95,992
+9%
增持
MCD
MCDONALDS CORP
+$154.6K
5,317
+6%
增持
BJUL
INNOVATOR ETFS TRUST
+$154.4K
38,351
+3%
增持
BA
BOEING CO
+$153.6K
3,694
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$153.2K
2,952
+1%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$153.1K
37,886
-1%
增持
IJUL
INNOVATOR ETFS TRUST
+$145.1K
57,418
+6%
增持
PGR
PROGRESSIVE CORP
-$141.0K
7,097
+0%
增持
SO
SOUTHERN CO
+$140.6K
34,163
+1%
减持
VUG
VANGUARD INDEX FDS
+$140.1K
3,633
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$136.6K
7,738
-0%
增持
MSI
MOTOROLA SOLUTIONS INC
+$133.1K
1,224
+21%
增持
XEL
XCEL ENERGY INC
+$131.4K
6,510
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$131.1K
6,819
+13%
增持
PLD
PROLOGIS INC.
+$127.5K
3,195
+41%
增持
WFC
WELLS FARGO CO NEW
+$124.0K
16,415
+5%
增持
BTI
BRITISH AMERN TOB PLC
+$117.9K
9,861
+15%
减持
WY
WEYERHAEUSER CO MTN BE
-$117.2K
32,852
-9%
增持
IBMP
ISHARES TR
+$116.1K
35,176
+14%
减持
LMT
LOCKHEED MARTIN CORP
+$116.0K
4,536
-2%
减持
NFLX
NETFLIX INC
-$114.6K
340
-13%
增持
TROW
PRICE T ROWE GROUP INC
+$114.3K
15,939
+1%
增持
CVS
CVS HEALTH CORP
+$112.0K
4,692
+34%
增持
GM
GENERAL MTRS CO
+$110.7K
5,555
+20%
增持
ADI
ANALOG DEVICES INC
+$106.6K
9,604
+1%
增持
NEE
NEXTERA ENERGY INC
+$105.2K
13,973
+2%
减持
ZTS
ZOETIS INC
-$100.6K
1,377
-29%
增持
APH
AMPHENOL CORP NEW
+$93.8K
3,221
+4%
增持
DEO
DIAGEO PLC
-$92.0K
18,279
+0%
增持
TFC
TRUIST FINL CORP
+$91.8K
8,064
+25%
增持
RTX
RTX CORPORATION
+$90.1K
3,462
+3%
增持
CMCSA
COMCAST CORP NEW
+$88.5K
11,715
+50%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$86.3K
1,796
+1%
减持
KMI
KINDER MORGAN INC DEL
-$82.6K
70,766
-0%
增持
IBMO
ISHARES TR
+$82.0K
43,605
+8%
增持
FE
FIRSTENERGY CORP
+$79.2K
6,918
+17%
减持
—
CHUBB LIMITED
-$78.5K
9,070
-0%
增持
KMB
KIMBERLY-CLARK CORP
+$77.5K
2,566
+37%
增持
AMGN
AMGEN INC
+$74.1K
2,365
+11%
减持
—
AON PLC
-$73.8K
1,532
-12%
增持
WMT
WALMART INC
+$73.8K
10,265
+2%
增持
RSG
REPUBLIC SVCS INC
-$71.9K
12,866
+5%
增持
—
ISHARES TR
+$70.6K
40,889
+7%
建仓
—
HANESBRANDS INC
+$70.3K
10,665
