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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 125 项
建仓 16
增持 36
减持 61
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$9.8M
108,935
+569%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.2M
210,887
+151%
增持
XLE
SELECT SECTOR SPDR TR
+$6.2M
86,532
+818%
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
SPY
SPDR S&P 500 ETF TR
-$5.8M
12,574
-55%
清仓
HYG
ISHARES TR
-$3.7M
0
-100%
增持
IGRO
ISHARES TR
+$2.6M
77,271
+109%
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.4M
222,633
-17%
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$2.0M
266,034
-26%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
40,920
减持
ICSH
ISHARES TR
-$1.8M
188,890
-16%
建仓
VDE
VANGUARD WORLD FDS
+$1.2M
10,373
增持
MUB
ISHARES TR
+$1.1M
220,119
+6%
减持
AAPL
APPLE INC
+$923.7K
47,067
-5%
建仓
VXUS
VANGUARD STAR FDS
+$794.5K
14,168
建仓
WFC
WELLS FARGO CO NEW
+$791.8K
18,552
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$741.8K
661,299
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$741.1K
495,443
-0%
建仓
SCHW
SCHWAB CHARLES CORP
+$630.2K
11,119
建仓
NOC
NORTHROP GRUMMAN CORP
+$576.1K
1,264
建仓
FTNT
FORTINET INC
+$450.7K
5,962
建仓
FLOT
ISHARES TR
+$439.9K
8,657
建仓
NEAR
ISHARES U S ETF TR
+$418.0K
8,408
清仓
PSI
INVESCO EXCHANGE TRADED FD T
-$411.5K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$406.2K
0
-100%
建仓
MRNA
MODERNA INC
+$391.6K
3,223
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$369.4K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$344.6K
0
-100%
清仓
CDW
CDW CORP
-$338.7K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$338.5K
0
-100%
建仓
CSX
CSX CORP
+$308.0K
9,031
增持
MRK
MERCK & CO INC
+$296.5K
18,170
+7%
减持
GOOGL
ALPHABET INC
-$294.9K
8,406
-33%
增持
M
MACYS INC
+$272.1K
49,527
+66%
建仓
META
META PLATFORMS INC
+$263.4K
918
增持
CVX
CHEVRON CORP NEW
+$263.0K
5,639
+47%
减持
VTV
VANGUARD INDEX FDS
+$261.7K
219,106
-2%
建仓
ES
EVERSOURCE ENERGY
+$259.7K
3,662
清仓
DLN
WISDOMTREE TR
-$256.8K
0
-100%
建仓
WBS
WEBSTER FINL CORP
+$249.5K
6,608
清仓
MDLZ
MONDELEZ INTL INC
-$245.3K
0
-100%
减持
INSP
INSPIRE MED SYS INC
+$241.5K
3,080
-5%
增持
JPM
JPMORGAN CHASE & CO
+$238.9K
6,034
+23%
减持
MU
MICRON TECHNOLOGY INC
-$226.5K
6,774
-37%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$225.5K
84,366
-10%
减持
VUSB
VANGUARD BD INDEX FDS
-$219.9K
190,610
-2%
建仓
NVDA
NVIDIA CORPORATION
+$215.7K
510
减持
SJNK
SPDR SER TR
-$215.1K
120,550
-6%
建仓
LNG
CHENIERE ENERGY INC
+$210.9K
1,384
清仓
SCHX
SCHWAB STRATEGIC TR
-$208.2K
0
-100%
清仓
AGG
ISHARES TR
-$208.0K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$194.0K
10,327
+37%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$192.9K
895,278
-2%
增持
MSFT
MICROSOFT CORP
+$188.6K
2,985
+4%
减持
CRSR
CORSAIR GAMING INC
-$186.5K
20,348
-32%
增持
—
PARAMOUNT GLOBAL
-$175.4K
36,327
+8%
减持
LLY
LILLY ELI & CO
+$169.8K
1,897
-9%
增持
PWR
QUANTA SVCS INC
+$157.0K
4,020
+6%
增持
TFC
TRUIST FINL CORP
+$156.8K
20,912
+49%
增持
ALB
ALBEMARLE CORP
+$144.7K
2,639
+31%
减持
BBY
BEST BUY INC
-$140.0K
4,251
-32%
减持
AAL
AMERICAN AIRLS GROUP INC
-$139.1K
24,209
-38%
减持
BHC
BAUSCH HEALTH COS INC
-$138.5K
60,424
-21%
减持
GS
GOLDMAN SACHS GROUP INC
-$136.7K
1,423
-22%
减持
HPQ
HP INC
-$130.9K
17,959
-23%
减持
V
VISA INC
-$130.2K
4,496
-15%
增持
MCK
MCKESSON CORP
+$121.5K
1,505
+3%
减持
AMZN
AMAZON COM INC
+$121.2K
4,626
-1%
减持
F
FORD MTR CO DEL
-$119.5K
40,496
-30%
减持
UWMC
UWM HOLDINGS CORPORATION
-$113.3K
56,241
-36%
减持
—
BARRICK GOLD CORP
-$108.2K
35,990
-7%
减持
T
AT&T INC
-$102.7K
17,658
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$101.6K
3,180
-17%
减持
XLK
SELECT SECTOR SPDR TR
+$100.4K
5,022
-2%
增持
COST
COSTCO WHSL CORP NEW
+$98.1K
1,430
+6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$96.4K
9,908
-6%
减持
VYMI
VANGUARD WHITEHALL FDS
+$89.1K
75,606
-0%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$85.3K
1,725
+6%
减持
—
DISCOVER FINL SVCS
+$78.0K
6,130
-5%
增持
DE
DEERE & CO
+$76.0K
751
+36%
减持
VZ
VERIZON COMMUNICATIONS INC
-$73.1K
14,299
-8%
减持
FISV
FISERV INC
+$69.5K
8,366
-4%
减持
AMGN
AMGEN INC
-$68.3K
2,778
-2%
减持
BP
BP PLC
-$65.1K
12,728
-6%
减持
BNY
BANK NEW YORK MELLON CORP
-$64.5K
23,797
-4%
减持
KMI
KINDER MORGAN INC DEL
-$57.5K
41,548
-6%
增持
MCD
MCDONALDS CORP
+$55.1K
2,383
+2%
减持
VHT
VANGUARD WORLD FDS
-$54.9K
32,821
-3%
减持
KR
KROGER CO
-$54.5K
10,420
-5%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$53.5K
5,605
-6%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$49.0K
20,094
+12%
减持
MS
MORGAN STANLEY
-$48.8K
4,785
-8%
减持
VTI
VANGUARD INDEX FDS
+$43.4K
9,190
-5%
清仓
—
SKILLZ INC
-$42.8K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$39.6K
1,532
-11%
减持
—
EXXON MOBIL CORP
-$38.1K
5,533
-4%
减持
CMCSA
COMCAST CORP NEW
-$38.1K
17,903
-13%
增持
JNJ
JOHNSON & JOHNSON
+$37.6K
2,541
+3%
增持
HD
HOME DEPOT INC
+$35.9K
1,685
+2%
增持
—
PIONEER NAT RES CO
+$34.1K
5,629
+2%
减持
FCX
FREEPORT-MCMORAN INC
-$34.0K
13,485
-4%
减持
CSCO
CISCO SYS INC
-$31.3K
5,941
-8%
增持
ARKK
ARK ETF TR
+$31.0K
7,532
+1%
减持
—
MEDTRONIC PLC
+$26.8K
4,214
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$26.5K
5,351
-6%
增持
—
BLACKROCK INC
+$25.4K
699
+2%
减持
FTEC
FIDELITY COVINGTON TRUST
+$23.5K
1,916
-4%
增持
BGS
B & G FOODS INC NEW
-$22.7K
22,070
+4%
减持
—
INTERPUBLIC GROUP COS INC
-$20.8K
23,876
-6%
增持
NEE
NEXTERA ENERGY INC
+$19.8K
14,886
+6%
增持
PM
PHILIP MORRIS INTL INC
+$19.3K
13,717
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$16.3K
964
+7%
减持
TSLA
TESLA INC
+$16.0K
4,130
-20%
增持
SLB
SCHLUMBERGER LTD
+$15.0K
14,578
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$14.4K
6,089
+2%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$14.2K
38,048
-6%
增持
CWB
SPDR SER TR
+$12.0K
4,043
+0%
减持
—
ASTRA SPACE INC
-$11.3K
142,664
-5%
减持
DEI
DOUGLAS EMMETT INC
-$10.5K
17,168
-6%
减持
XLV
SELECT SECTOR SPDR TR
-$9.1K
2,165
-5%
减持
INGR
INGREDION INC
-$9.1K
6,019
-5%
减持
—
TE CONNECTIVITY LTD
+$8.0K
1,684
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$7.4K
4,175
+4%
增持
QCOM
QUALCOMM INC
-$6.8K
5,476
+6%
增持
SO
SOUTHERN CO
+$6.3K
5,291
+1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$1.5K
19,493
-6%
