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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 71
减持 47
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
OEF
ISHARES TR
-$4.7M
2,811
-83%
减持
MSFT
MICROSOFT CORP
-$3.2M
25,742
-2%
增持
FDV
FEDERATED HERMES ETF TRUST
+$2.5M
447,684
+14%
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
HDV
ISHARES TR
+$2.2M
114,530
+5%
建仓
IDEF
BLACKROCK ETF TRUST
+$2.2M
67,487
建仓
BLCR
BLACKROCK ETF TRUST
+$2.2M
52,410
增持
EFG
ISHARES TR
+$2.1M
27,384
+222%
清仓
IJUL
INNOVATOR ETFS TRUST
-$1.9M
0
-100%
清仓
IOCT
INNOVATOR ETFS TRUST
-$1.8M
0
-100%
增持
IVV
ISHARES TR
+$1.7M
46,947
+11%
增持
CVX
CHEVRON CORPORATION
+$1.6M
27,479
+2%
清仓
ITA
ISHARES TR
-$1.5M
0
-100%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.4M
640,279
+8%
建仓
—
TOTALENERGIES SE
+$1.4M
14,852
减持
—
EXXON MOBIL CORP
+$1.1M
26,977
-6%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.0M
176,496
+13%
建仓
UFEB
INNOVATOR ETFS TRUST
+$965.9K
26,609
增持
DOW
DOW HLDGS INC
+$942.5K
37,279
+43%
增持
BFEB
INNOVATOR ETFS TRUST
+$895.3K
35,345
+118%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$724.4K
13,074
-1%
减持
ORCL
ORACLE CORP
-$696.1K
12,858
-3%
减持
DYNF
BLACKROCK ETF TRUST
-$687.9K
128,235
-4%
减持
AMZN
AMAZON COM INC
-$632.9K
27,380
-0%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$621.1K
8,807
-4%
减持
NTRS
NORTHERN TR CORP
-$593.1K
21,486
-18%
减持
IWD
ISHARES TR
-$540.1K
5,307
-33%
减持
NVDA
NVIDIA CORPORATION
-$530.3K
42,148
-0%
增持
TEQI
T ROWE PRICE ETF INC
+$527.2K
122,306
+11%
减持
LMT
LOCKHEED MARTIN CORP
+$514.8K
4,444
-1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$514.2K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$511.1K
2,160
+182%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$500.6K
394,234
+8%
建仓
—
AMCOR PLC
+$490.2K
12,332
清仓
IJAN
INNOVATOR ETFS TRUST
-$490.1K
0
-100%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$475.1K
110,168
+17%
减持
BNOV
INNOVATOR ETFS TRUST
-$454.8K
278,669
-0%
清仓
INOV
INNOVATOR ETFS TRUST
-$442.4K
0
-100%
增持
UMAR
INNOVATOR ETFS TRUST
+$416.8K
205,447
+6%
增持
EFV
ISHARES TR
+$413.6K
89,694
+2%
增持
IBTG
ISHARES TR
+$410.9K
135,293
+15%
清仓
—
AMCOR PLC
-$410.5K
0
-100%
建仓
AMT
AMERICAN TOWER CORP
+$400.7K
2,322
减持
CAT
CATERPILLAR INC
+$385.4K
3,581
-5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$384.3K
474,538
+5%
增持
UDEC
INNOVATOR ETFS TRUST
+$382.0K
18,838
+114%
减持
ETR
ENTERGY CORP NEW
+$377.6K
22,311
-3%
增持
BMAR
INNOVATOR ETFS TRUST
+$377.3K
35,156
+27%
增持
BP
BP PLC
+$372.4K
29,898
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$365.0K
22,872
+19%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$362.5K
145,770
+4%
减持
KMI
KINDER MORGAN INC DEL
+$355.8K
67,280
-3%
减持
FNF
FIDELITY NATL FINL INC
-$352.3K
35,844
-3%
增持
IBTH
ISHARES TR
+$351.2K
132,667
+14%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$350.5K
25,454
+71%
增持
MRK
MERCK & CO INC
+$343.6K
17,525
+5%
建仓
—
ASML HLDG NV
+$340.8K
258
增持
IBTI
ISHARES TR
+$340.4K
134,796
+13%
减持
IAU
ISHARES GOLD TR
-$336.7K
11,396
-31%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$331.7K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$326.4K
9,045
-4%
增持
WINN
HARBOR ETF TRUST
-$315.2K
257,138
+7%
增持
BAI
BLACKROCK ETF TRUST
+$315.0K
91,415
+13%
清仓
IAPR
INNOVATOR ETFS TRUST
-$308.5K
0
-100%
减持
SO
SOUTHERN CO
+$305.6K
33,795
-0%
增持
LLY
ELI LILLY & CO
-$304.8K
1,985
+0%
增持
NVS
NOVARTIS AG
+$304.8K
7,900
+21%
减持
TROW
PRICE T ROWE GROUP INC
-$292.4K
14,875
-7%
减持
—
LINDE PLC
+$291.4K
4,918
-2%
减持
GEV
GE VERNOVA INC
+$291.0K
1,434
-2%
清仓
TXN
TEXAS INSTRS INC
-$288.9K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
-$282.2K
3,627
-1%
减持
HON
HONEYWELL INTL INC
+$281.4K
9,471
-1%
减持
DEO
DIAGEO PLC
-$281.0K
9,936
-16%
增持
BDEC
INNOVATOR ETFS TRUST
+$271.7K
22,725
+37%
建仓
IYE
ISHARES TR
+$271.6K
4,193
清仓
KKR
KKR & CO INC
-$270.4K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$267.0K
8,083
-2%
清仓
QCOM
QUALCOMM INC
-$267.0K
0
-100%
减持
WEC
WEC ENERGY GROUP INC
+$265.7K
26,273
-0%
增持
CME
CME GROUP INC
+$264.9K
5,319
+11%
增持
IBMO
ISHARES TR
+$262.2K
52,844
+24%
增持
NEE
NEXTERA ENERGY INC
+$257.5K
15,049
+6%
增持
INTC
INTEL CORP
+$252.5K
28,449
+5%
增持
GLW
CORNING INC
+$244.8K
4,991
+1%
清仓
TRMB
TRIMBLE INC
-$240.4K
0
-100%
建仓
KIM
KIMCO REALTY CORP
+$239.6K
10,665
清仓
IDEC
INNOVATOR ETFS TRUST
-$239.4K
0
-100%
增持
CLX
CLOROX CO DEL
+$237.1K
11,859
+21%
清仓
INTU
INTUIT
-$236.5K
0
-100%
清仓
—
ASTRAZENECA PLC
-$234.4K
0
-100%
清仓
ISEP
INNOVATOR ETFS TRUST
-$230.9K
0
-100%
减持
FAST
FASTENAL CO
+$228.1K
42,649
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$227.0K
9,508
-0%
建仓
PPL
PPL CORP
+$219.0K
5,733
增持
SGOV
ISHARES TR
+$218.5K
14,386
+17%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$217.3K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$215.8K
0
-100%
增持
AAPL
APPLE INC
-$213.3K
35,859
+5%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$212.8K
1,046
清仓
WRB
BERKLEY W R CORP
-$212.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$212.1K
13,083
-9%
增持
MO
ALTRIA GROUP INC
+$209.2K
20,982
+3%
增持
PGR
PROGRESSIVE CORP
-$207.2K
7,083
+0%
建仓
MS
MORGAN STANLEY
+$207.0K
1,258
减持
V
VISA INC
-$206.6K
3,984
-1%
减持
GSK
GSK PLC
-$196.2K
3,872
-54%
增持
WFC
WELLS FARGO & CO
-$195.3K
15,085
+1%
增持
WMT
WALMART INC
+$182.6K
10,867
+4%
增持
FE
FIRSTENERGY CORP
+$179.2K
10,064
+36%
增持
MTUM
ISHARES TR
+$173.4K
11,792
+11%
增持
PFE
PFIZER INC
+$170.5K
47,201
+2%
减持
HSY
HERSHEY CO
+$167.6K
9,896
-5%
减持
AVGO
BROADCOM INC
-$160.2K
3,718
-2%
减持
ARCC
ARES CAPITAL CORP
-$151.3K
55,671
-2%
减持
MA
MASTERCARD INCORPORATED
-$149.6K
1,705
-3%
减持
BX
BLACKSTONE INC
-$148.1K
3,314
-3%
增持
PAYX
PAYCHEX INC
-$147.7K
24,305
+14%
增持
META
META PLATFORMS INC
-$142.4K
1,896
+2%
增持
—
MEDTRONIC PLC
+$141.9K
4,050
+86%
增持
T
AT&T INC
+$141.1K
26,778
+5%
增持
TSLA
TESLA INC
-$138.9K
2,128
+3%
增持
ENB
ENBRIDGE INC
+$136.6K
15,804
+5%
增持
SNY
SANOFI SA
+$136.2K
13,190
+28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$129.0K
12,832
+7%
增持
QUAL
ISHARES TR
-$128.1K
25,642
+1%
增持
SHEL
SHELL PLC
+$126.1K
5,344
+6%
减持
ABT
ABBOTT LABORATORIES
-$124.9K
4,614
-3%
增持
GOOG
ALPHABET INC
-$123.0K
6,477
+3%
减持
QQQ
INVESCO QQQ TR
-$122.0K
1,285
-9%
增持
DUK
DUKE ENERGY CORP NEW
+$120.0K
7,154
+3%
增持
IBMP
ISHARES TR
+$116.3K
40,272
+13%
减持
IYW
ISHARES TR
-$116.2K
3,619
-6%
减持
LNC
LINCOLN NATL CORP IND
-$114.4K
12,025
-1%
减持
MDLZ
MONDELEZ INTL INC
+$113.6K
36,572
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$113.3K
665
+4%
增持
BAC
BANK AMERICA CORP
-$113.0K
19,153
+1%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$108.7K
29,543
+9%
增持
SBUX
STARBUCKS CORP
+$105.8K
17,354
+1%
增持
DE
DEERE & CO
+$105.6K
969
+2%
减持
USB
US BANCORP
-$102.5K
48,670
-1%
增持
BTI
BRITISH AMERN TOB PLC
+$102.2K
11,810
+14%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$102.1K
54,685
+10%
减持
HD
HOME DEPOT INC
-$101.3K
5,772
-1%
增持
VTI
VANGUARD INDEX FDS
+$100.8K
40,130
+5%
增持
IBMQ
ISHARES TR
+$98.0K
47,164
+9%
增持
RSG
REPUBLIC SVCS INC
+$96.9K
12,894
+0%
减持
NGG
NATIONAL GRID PLC
-$93.2K
6,190
-22%
减持
UNH
UNITEDHEALTH GROUP INC
-$92.6K
1,299
-3%
增持
THRO
BLACKROCK ETF TRUST
+$91.5K
80,488
+10%
增持
MRSH
MARSH & MCLENNAN COS INC
-$90.1K
7,784
+0%
