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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 17
增持 65
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BNOV
INNOVATOR ETFS TRUST
+$12.0M
279,869
+2863%
减持
BJUN
INNOVATOR ETFS TRUST
-$11.3M
7,351
-97%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$7.6M
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。
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$5.3M
366,578
+282%
增持
WINN
HARBOR ETF TRUST
+$3.9M
239,358
+110%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$2.9M
138,683
清仓
—
ISHARES TR
-$2.8M
0
-100%
建仓
IBTI
ISHARES TR
+$2.7M
119,081
增持
IVE
ISHARES TR
+$2.5M
38,608
+41%
减持
QUAL
ISHARES TR
-$2.0M
25,408
-30%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.9M
139,893
+41%
建仓
IWD
ISHARES TR
+$1.7M
7,959
增持
HON
HONEYWELL INTL INC
+$1.5M
9,531
+544%
增持
FDV
FEDERATED HERMES ETF TRUST
+$1.5M
393,055
+15%
增持
IEMG
ISHARES INC
+$1.4M
91,726
+27%
减持
ORCL
ORACLE CORP
-$1.2M
13,276
-2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
591,770
+7%
建仓
IBMQ
ISHARES TR
+$1.1M
43,248
清仓
—
ISHARES TR
-$1.1M
0
-100%
增持
MTUM
ISHARES TR
+$939.6K
10,613
+59%
减持
UPS
UNITED PARCEL SERVICE INC
-$894.4K
5,184
-69%
清仓
WY
WEYERHAEUSER CO MTN BE
-$814.4K
0
-100%
清仓
—
TOTALENERGIES SE
-$802.2K
0
-100%
减持
CLX
CLOROX CO DEL
-$760.1K
9,837
-31%
增持
IVV
ISHARES TR
+$754.2K
42,333
+0%
减持
SGOV
ISHARES TR
-$734.1K
12,249
-37%
减持
DEO
DIAGEO PLC
-$723.6K
11,832
-35%
增持
DFSV
DIMENSIONAL ETF TRUST
+$720.5K
156,489
+13%
增持
LLY
ELI LILLY & CO
+$696.8K
1,982
+5%
增持
DYNF
BLACKROCK ETF TRUST
+$693.2K
134,000
+6%
增持
MSFT
MICROSOFT CORP
-$679.0K
26,388
+2%
增持
OEF
ISHARES TR
+$678.0K
16,322
+10%
建仓
UNOV
INNOVATOR ETFS TRUST
+$650.3K
17,087
增持
AAPL
APPLE INC
+$602.5K
34,260
+0%
增持
—
ACCENTURE PLC IRELAND
+$598.3K
6,776
+37%
增持
TEQI
T ROWE PRICE ETF INC
+$592.3K
110,219
+10%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$555.9K
94,046
+19%
增持
GOOGL
ALPHABET INC
+$554.3K
6,706
+6%
增持
IVW
ISHARES TR
+$530.0K
60,274
+5%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$525.4K
14,871
减持
CSCO
CISCO SYS INC
+$483.3K
60,287
-1%
增持
MRK
MERCK & CO INC
+$477.2K
16,764
+9%
减持
MDLZ
MONDELEZ INTL INC
-$461.1K
37,051
-6%
增持
THRO
BLACKROCK ETF TRUST
+$457.9K
73,230
+17%
减持
EFG
ISHARES TR
-$457.2K
8,492
-32%
建仓
INOV
INNOVATOR ETFS TRUST
+$442.4K
12,808
减持
FAST
FASTENAL CO
-$441.5K
43,629
-2%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$435.5K
453,812
+5%
增持
BAI
BLACKROCK ETF TRUST
+$424.3K
80,994
+22%
减持
HD
HOME DEPOT INC
-$423.1K
5,811
-3%
减持
GOOG
ALPHABET INC
+$420.4K
6,313
-1%
增持
HDV
ISHARES TR
+$404.3K
109,545
+4%
减持
WEC
WEC ENERGY GROUP INC
-$361.9K
26,322
-4%
减持
CAT
CATERPILLAR INC
+$350.6K
3,756
-0%
建仓
UDEC
INNOVATOR ETFS TRUST
+$349.7K
8,822
减持
—
LINDE PLC
-$327.9K
5,035
-3%
建仓
TXN
TEXAS INSTRS INC
+$288.9K
1,665
减持
SO
SOUTHERN CO
-$281.4K
33,902
-1%
增持
BDEC
INNOVATOR ETFS TRUST
+$280.6K
16,528
+47%
建仓
UL
UNILEVER PLC
+$278.1K
4,253
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$277.0K
36,907
-3%
清仓
NOW
SERVICENOW INC
-$269.6K
0
-100%
增持
USB
US BANCORP DEL
+$257.9K
49,360
+0%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$257.6K
0
-100%
减持
DOW
DOW INC
-$252.8K
26,098
-31%
增持
CME
CME GROUP INC
+$252.7K
4,782
+23%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$241.4K
49,686
+12%
建仓
IDEC
INNOVATOR ETFS TRUST
+$239.4K
7,413
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$237.3K
12,036
+32%
清仓
EMR
EMERSON ELEC CO
-$235.3K
0
-100%
建仓
—
ASTRAZENECA PLC
+$234.4K
2,550
建仓
UOCT
INNOVATOR ETFS TRUST
+$230.5K
5,904
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$228.0K
27,192
+12%
增持
UJAN
INNOVATOR ETFS TRUST
+$226.9K
55,812
+7%
增持
RSG
REPUBLIC SVCS INC
-$225.4K
12,868
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$223.3K
19,229
-16%
增持
BOCT
INNOVATOR ETFS TRUST
+$223.1K
23,011
+22%
建仓
MU
MICRON TECHNOLOGY INC
+$218.7K
766
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$217.3K
375
减持
—
CHUBB LIMITED
+$215.4K
8,892
-2%
建仓
—
MEDTRONIC PLC
+$209.0K
2,176
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$208.9K
9,195
-3%
增持
BJAN
INNOVATOR ETFS TRUST
+$208.6K
25,427
+13%
清仓
UNP
UNION PAC CORP
-$202.8K
0
-100%
增持
ITA
ISHARES TR
+$201.8K
6,844
+13%
清仓
ZTS
ZOETIS INC
-$201.5K
0
-100%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$193.8K
16,663
减持
IYW
ISHARES TR
-$192.2K
3,870
-21%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$191.7K
12,720
-4%
减持
ADI
ANALOG DEVICES INC
+$191.5K
9,407
-2%
增持
KMB
KIMBERLY-CLARK CORP
+$182.5K
4,971
+94%
减持
SPY
SPDR S&P 500 ETF TR
-$171.1K
2,633
-11%
减持
META
META PLATFORMS INC
-$160.1K
1,859
-2%
减持
JNJ
JOHNSON & JOHNSON
+$159.7K
14,429
-5%
增持
IOCT
INNOVATOR ETFS TRUST
+$145.2K
52,590
+6%
减持
IBTG
ISHARES TR
-$144.0K
117,566
-5%
减持
PGR
PROGRESSIVE CORP
-$141.3K
7,076
-0%
增持
PM
PHILIP MORRIS INTL INC
+$137.0K
15,781
+7%
减持
UMAR
INNOVATOR ETFS TRUST
+$134.3K
193,935
-1%
减持
SNA
SNAP ON INC
-$123.0K
7,524
-4%
减持
VTI
VANGUARD INDEX FDS
+$122.5K
38,099
-1%
增持
MRSH
MARSH & MCLENNAN COS INC
-$119.2K
7,763
+0%
增持
IJAN
INNOVATOR ETFS TRUST
+$117.8K
13,554
+28%
增持
GM
GENERAL MTRS CO
+$114.6K
5,574
+0%
减持
CVX
CHEVRON CORP NEW
-$112.8K
26,973
-1%
增持
WMT
WALMART INC
+$110.0K
10,483
+2%
减持
MCD
MCDONALDS CORP
-$109.6K
4,928
-7%
减持
T
AT&T INC
-$109.4K
25,571
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
-$109.2K
2,077
-1%
增持
GEV
GE VERNOVA INC
+$106.7K
1,470
+6%
增持
PH
PARKER-HANNIFIN CORP
+$105.6K
764
+2%
减持
KMI
KINDER MORGAN INC DEL
-$103.3K
69,118
-2%
减持
—
EXXON MOBIL CORP
+$103.0K
28,779
-3%
增持
NUV
NUVEEN MUN VALUE FD INC
+$101.8K
37,147
+42%
减持
MSI
MOTOROLA SOLUTIONS INC
-$97.6K
1,206
-1%
增持
INTC
INTEL CORP
+$93.6K
27,181
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$93.1K
4,489
-1%
减持
—
EATON CORP PLC
-$93.0K
776
-15%
增持
CEG
CONSTELLATION ENERGY CORP
+$91.3K
3,666
+0%
减持
AMGN
AMGEN INC
+$90.7K
2,317
-2%
减持
IBTH
ISHARES TR
-$87.5K
116,801
-3%
减持
HSY
HERSHEY CO
-$87.3K
10,384
-2%
增持
VUG
VANGUARD INDEX FDS
+$87.0K
3,750
+3%
增持
NEE
NEXTERA ENERGY INC
+$85.4K
14,203
+2%
减持
BMO
BANK MONTREAL QUE
-$84.0K
2,241
-22%
增持
NFLX
NETFLIX INC
-$83.2K
3,460
+918%
增持
PLD
PROLOGIS INC.
+$82.6K
3,513
+10%
减持
ETR
ENTERGY CORP NEW
-$81.7K
23,037
-3%
减持
IAU
ISHARES GOLD TR
+$80.9K
16,526
-5%
增持
BAC
BANK AMERICA CORP
+$80.5K
19,032
+2%
减持
BX
BLACKSTONE INC
-$79.9K
3,433
-4%
增持
RTX
RTX CORPORATION
+$75.9K
3,573
+3%
增持
AVGO
BROADCOM INC
+$73.9K
3,788
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$73.8K
42,751
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.3K
13,144
-3%
增持
PAYX
PAYCHEX INC
-$71.8K
21,275
+10%
清仓
—
HANESBRANDS INC
-$70.3K
0
-100%
增持
LNC
LINCOLN NATL CORP IND
+$69.8K
12,156
+4%
减持
NVDA
NVIDIA CORPORATION
-$67.7K
42,257
-1%
增持
NGG
NATIONAL GRID PLC
+$66.4K
7,975
+5%
增持
BTI
BRITISH AMERN TOB PLC
+$64.9K
10,390
+5%
减持
ABBV
ABBVIE INC
-$63.6K
7,558
-2%
增持
—
AMCOR PLC
+$62.1K
49,220
+16%
减持
XEL
XCEL ENERGY INC
-$60.2K
6,294
-3%
减持
SBUX
STARBUCKS CORP
-$59.8K
17,206
-4%
减持
GGG
GRACO INC
-$59.2K
4,585
-10%
增持
TFC
TRUIST FINL CORP
+$56.3K
8,636
+7%
减持
ABT
ABBOTT LABS
-$54.8K
4,778
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$54.7K
2,877
-16%
增持
PNC
PNC FINL SVCS GROUP INC
+$52.5K
2,583
+7%
