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Lebenthal Global Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lebenthal Global Advisors, LLC
报告期 2026-03-31 · CIK 0001845766
持仓数
192
前50大市值合计
$552.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 134 项
建仓 7
增持 42
减持 60
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
XLF
SELECT SECTOR SPDR TR
-$12.7M
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.7M
673,675
+59%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$11.0M
497,332
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。
+34%
减持
FHLC
FIDELITY COVINGTON TRUST
-$9.1M
267,110
-33%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.8M
910,780
+18%
增持
ICSH
ISHARES TR
+$5.4M
225,532
+91%
增持
MUB
ISHARES TR
+$5.3M
208,208
+28%
减持
VHT
VANGUARD WORLD FDS
-$5.2M
33,927
-37%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.2M
194,765
+78%
建仓
SJNK
SPDR SER TR
+$3.2M
128,530
清仓
VFH
VANGUARD WORLD FDS
-$2.6M
0
-100%
建仓
IGRO
ISHARES TR
+$2.2M
36,963
增持
VTV
VANGUARD INDEX FDS
+$2.2M
223,542
+9%
增持
AAPL
APPLE INC
+$1.8M
49,762
+1%
增持
MRK
MERCK & CO INC
+$1.4M
16,920
+389%
增持
SPY
SPDR S&P 500 ETF TR
+$799.5K
27,821
+0%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$727.4K
0
-100%
建仓
AMGN
AMGEN INC
+$685.1K
2,834
清仓
AMT
AMERICAN TOWER CORP NEW
-$599.1K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$553.1K
1,714
-68%
清仓
TECH
BIO-TECHNE CORP
-$467.4K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$456.5K
0
-100%
建仓
ALB
ALBEMARLE CORP
+$444.1K
2,009
清仓
NVDA
NVIDIA CORPORATION
-$434.0K
0
-100%
清仓
CMI
CUMMINS INC
-$416.3K
0
-100%
清仓
ADSK
AUTODESK INC
-$408.1K
0
-100%
清仓
GOOG
ALPHABET INC
-$401.1K
0
-100%
增持
—
PIONEER NAT RES CO
+$386.6K
5,543
+70%
清仓
TGT
TARGET CORP
-$372.3K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$370.7K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$363.8K
5,664
+111%
清仓
NSC
NORFOLK SOUTHN CORP
-$361.5K
0
-100%
清仓
META
META PLATFORMS INC
-$360.1K
0
-100%
减持
TSLA
TESLA INC
+$342.4K
5,134
-12%
清仓
KMB
KIMBERLY-CLARK CORP
-$324.6K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$310.2K
0
-100%
建仓
ARKK
ARK ETF TR
+$301.5K
7,474
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$287.9K
0
-100%
清仓
CI
CIGNA CORP NEW
-$285.3K
0
-100%
清仓
NFLX
NETFLIX INC
-$276.3K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$275.6K
84,010
-1%
清仓
—
LAM RESEARCH CORP
-$238.7K
0
-100%
减持
MS
MORGAN STANLEY
-$237.6K
5,210
-36%
清仓
ABT
ABBOTT LABS
-$228.3K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$227.6K
1,821
+70%
清仓
VLO
VALERO ENERGY CORP
-$223.9K
0
-100%
清仓
CRM
SALESFORCE INC
-$218.0K
0
-100%
减持
TFC
TRUIST FINL CORP
-$209.1K
14,015
-12%
建仓
SCHX
SCHWAB STRATEGIC TR
+$208.2K
4,304
建仓
AGG
ISHARES TR
+$208.0K
2,088
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$206.1K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$201.2K
0
-100%
增持
VYMI
VANGUARD WHITEHALL FDS
+$191.7K
75,693
+0%
减持
MSFT
MICROSOFT CORP
-$190.8K
2,872
-32%
减持
HD
HOME DEPOT INC
-$162.5K
1,652
-20%
减持
M
MACYS INC
-$152.8K
29,890
-9%
增持
KMI
KINDER MORGAN INC DEL
+$150.7K
44,146
+28%
增持
F
FORD MTR CO DEL
+$147.5K
58,108
+16%
增持
BHC
BAUSCH HEALTH COS INC
+$146.0K
76,777
+1%
增持
FCX
FREEPORT-MCMORAN INC
+$143.9K
14,017
+24%
减持
—
PARAMOUNT GLOBAL
+$139.3K
33,769
-7%
减持
UWMC
UWM HOLDINGS CORPORATION
+$139.2K
87,222
-0%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$136.0K
40,585
+34%
增持
HPQ
HP INC
+$132.1K
23,251
+14%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$131.6K
17,972
+37%
减持
LLY
LILLY ELI & CO
-$128.2K
2,096
-10%
增持
BP
BP PLC
+$120.8K
13,556
+20%
增持
SCHF
SCHWAB STRATEGIC TR
+$118.9K
9,903
+41%
减持
BBY
BEST BUY INC
-$105.4K
6,240
-16%
减持
NEE
NEXTERA ENERGY INC
-$104.8K
14,073
-1%
减持
QCOM
QUALCOMM INC
-$101.4K
5,163
-25%
减持
DVN
DEVON ENERGY CORP NEW
-$96.8K
8,026
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$91.5K
5,117
-7%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$91.3K
358,978
-7%
减持
PNC
PNC FINL SVCS GROUP INC
-$91.1K
2,663
-2%
减持
CVX
CHEVRON CORP NEW
-$91.0K
3,826
-4%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$89.1K
93,604
+1%
减持
—
INTERPUBLIC GROUP COS INC
+$88.8K
25,293
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$88.2K
5,956
-2%
减持
HYG
ISHARES TR
-$87.1K
49,458
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$87.0K
3,841
-7%
减持
PWR
QUANTA SVCS INC
+$85.7K
3,797
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$80.4K
2,290
-17%
减持
CRSR
CORSAIR GAMING INC
+$79.4K
29,833
-13%
增持
BND
VANGUARD BD INDEX FDS
+$77.4K
7,540
+13%
减持
PSI
INVESCO EXCHANGE TRADED FD T
+$74.2K
3,330
-1%
增持
T
AT&T INC
+$73.5K
19,967
+18%
减持
INSP
INSPIRE MED SYS INC
-$72.6K
3,240
-2%
减持
FISV
FISERV INC
+$72.1K
8,722
-4%
减持
AMZN
AMAZON COM INC
+$68.9K
4,665
-5%
减持
GOOGL
ALPHABET INC
+$67.2K
12,543
-10%
增持
VYM
VANGUARD WHITEHALL FDS
+$62.5K
16,274
+6%
增持
CMCSA
COMCAST CORP NEW
+$62.0K
20,627
+0%
减持
JNJ
JOHNSON & JOHNSON
-$60.7K
2,471
-2%
增持
DEI
DOUGLAS EMMETT INC
-$59.9K
18,351
+1%
增持
SLB
SCHLUMBERGER LTD
-$54.9K
14,278
+1%
减持
DE
DEERE & CO
-$54.7K
553
-16%
增持
KR
KROGER CO
+$54.4K
11,024
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$52.5K
9,425
-1%
减持
COST
COSTCO WHSL CORP NEW
+$50.9K
1,352
-1%
增持
PM
PHILIP MORRIS INTL INC
-$47.8K
13,571
+0%
减持
MCK
MCKESSON CORP
-$45.2K
1,465
-3%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$43.1K
5,874
-1%
减持
AAL
AMERICAN AIRLS GROUP INC
+$43.0K
38,875
-7%
增持
BIV
VANGUARD BD INDEX FDS
+$37.8K
3,996
+10%
减持
BNY
BANK NEW YORK MELLON CORP
-$35.6K
24,734
-3%
减持
—
BLACKROCK INC
-$35.5K
684
-2%
减持
CSCO
CISCO SYS INC
-$33.6K
6,479
-17%
减持
CDW
CDW CORP
-$31.7K
1,738
-16%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$31.5K
1,621
-12%
减持
VTI
VANGUARD INDEX FDS
-$30.9K
9,706
-8%
减持
MCD
MCDONALDS CORP
+$30.1K
2,346
-1%
减持
MU
MICRON TECHNOLOGY INC
+$28.5K
10,838
-13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$27.7K
15,554
+6%
增持
INGR
INGREDION INC
+$26.0K
6,358
+0%
减持
V
VISA INC
+$25.3K
5,313
-6%
减持
BGS
B & G FOODS INC NEW
+$24.1K
21,243
-23%
减持
SO
SOUTHERN CO
-$20.3K
5,251
-3%
增持
—
MEDTRONIC PLC
+$19.4K
4,273
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$17.0K
1,991
-10%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$16.6K
10,533
+2%
减持
—
EXXON MOBIL CORP
-$15.6K
5,759
-2%
减持
—
TE CONNECTIVITY LTD
-$11.9K
1,739
-17%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$11.6K
901
-2%
增持
CWB
SPDR SER TR
+$11.3K
4,038
+0%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$10.7K
5,956
+0%
增持
—
DISCOVER FINL SVCS
+$8.5K
6,458
+0%
减持
—
BARRICK GOLD CORP
+$6.2K
38,638
-7%
减持
—
SKILLZ INC
+$6.2K
72,207
-0%
减持
MDLZ
MONDELEZ INTL INC
+$4.9K
3,518
-2%
增持
JPM
JPMORGAN CHASE & CO
-$4.6K
4,901
+2%
减持
—
ASTRA SPACE INC
-$1.4K
150,362
-0%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.1K
20,649
-0%
增持
DLN
WISDOMTREE TR
-$320
4,151
+0%
