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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 131 项
建仓 19
增持 50
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$20.8M
247,128
-63%
建仓
TLT
ISHARES TR
+$15.4M
173,290
减持
FHLC
FIDELITY COVINGTON TRUST
-$9.4M
76,134
-66%
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
SCHD
SCHWAB STRATEGIC TR
-$9.0M
88,738
-58%
建仓
IJR
ISHARES TR
+$8.7M
91,885
减持
ICSH
ISHARES TR
-$6.4M
60,980
-68%
减持
VUSB
VANGUARD BD INDEX FDS
-$5.4M
80,722
-58%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.0M
581,262
+17%
增持
XLE
SELECT SECTOR SPDR TR
+$4.9M
131,956
+52%
减持
VHT
VANGUARD WORLD FDS
-$4.6M
14,770
-55%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$3.1M
55,090
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.2M
112,863
+49%
建仓
IYR
ISHARES TR
+$2.1M
27,087
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.9M
888,730
-1%
建仓
VNQ
VANGUARD INDEX FDS
+$1.9M
25,415
减持
BBN
BLACKROCK TAX MUNICPAL BD TR
-$1.8M
169,369
-36%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$1.8M
21,109
增持
BND
VANGUARD BD INDEX FDS
+$1.8M
36,191
+250%
减持
VTV
VANGUARD INDEX FDS
-$1.4M
215,324
-2%
建仓
IWS
ISHARES TR
+$1.2M
11,978
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$1.0M
11,840
增持
VDE
VANGUARD WORLD FDS
+$981.9K
16,987
+64%
建仓
VTEB
VANGUARD MUN BD FDS
+$935.4K
19,448
增持
IGRO
ISHARES TR
+$898.8K
95,956
+24%
清仓
CVX
CHEVRON CORP NEW
-$887.3K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$872.7K
11,110
清仓
COST
COSTCO WHSL CORP NEW
-$769.9K
0
-100%
增持
AAPL
APPLE INC
-$732.5K
49,044
+4%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$726.9K
122,651
+45%
减持
MRK
MERCK & CO INC
-$682.7K
13,733
-24%
建仓
VAW
VANGUARD WORLD FDS
+$639.5K
3,707
增持
NVDA
NVIDIA CORPORATION
+$615.1K
1,910
+275%
清仓
NOC
NORTHROP GRUMMAN CORP
-$576.1K
0
-100%
增持
MUB
ISHARES TR
+$564.6K
234,619
+7%
减持
LLY
ELI LILLY & CO
-$557.2K
618
-67%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$503.0K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$460.1K
0
-100%
清仓
FLOT
ISHARES TR
-$439.9K
0
-100%
建仓
AOR
ISHARES TR
+$438.8K
8,881
增持
META
META PLATFORMS INC
+$424.6K
2,292
+150%
减持
INSP
INSPIRE MED SYS INC
-$393.7K
3,055
-1%
清仓
MRNA
MODERNA INC
-$391.6K
0
-100%
减持
TSLA
TESLA INC
-$384.7K
2,783
-33%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$370.4K
2,550
减持
SJNK
SPDR SER TR
-$327.2K
108,355
-10%
减持
VYM
VANGUARD WHITEHALL FDS
-$308.3K
108,848
-0%
清仓
ADI
ANALOG DEVICES INC
-$298.4K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$287.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$286.6K
14,278
-4%
建仓
QUAL
ISHARES TR
+$264.9K
2,009
增持
GOOGL
ALPHABET INC
+$263.7K
9,704
+15%
建仓
XLC
SELECT SECTOR SPDR TR
+$255.1K
3,890
减持
—
INTERPUBLIC GROUP COS INC
-$250.1K
23,415
-2%
减持
—
DISCOVER FINL SVCS
-$235.2K
5,553
-9%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$229.9K
2,946
清仓
LNG
CHENIERE ENERGY INC
-$210.9K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$206.1K
671
建仓
GOOG
ALPHABET INC
+$205.7K
1,560
建仓
CI
THE CIGNA GROUP
+$201.1K
703
增持
HD
HOME DEPOT INC
+$173.7K
2,307
+37%
减持
FISV
FISERV INC
-$153.8K
7,981
-5%
减持
FCX
FREEPORT-MCMORAN INC
-$147.1K
10,520
-22%
增持
AMGN
AMGEN INC
+$137.3K
2,805
+1%
增持
AMZN
AMAZON COM INC
+$132.6K
5,787
+25%
增持
BBY
BEST BUY INC
+$128.8K
6,868
+62%
增持
SPY
SPDR S&P 500 ETF TR
-$123.8K
12,749
+1%
增持
M
MACYS INC
-$122.9K
57,878
+17%
减持
BNY
BANK NEW YORK MELLON CORP
-$118.8K
22,056
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$118.7K
40,506
-1%
减持
—
PIONEER NAT RES CO
+$118.6K
5,597
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$116.9K
4,270
-20%
减持
SLB
SCHLUMBERGER LTD
+$114.3K
14,243
-2%
增持
MS
MORGAN STANLEY
+$113.9K
6,398
+34%
减持
VZ
VERIZON COMMUNICATIONS INC
-$104.4K
13,186
-8%
减持
FTNT
FORTINET INC
-$102.0K
5,942
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$101.0K
9,176
-7%
增持
F
FORD MTR CO DEL
-$83.6K
42,600
+5%
减持
BHC
BAUSCH HEALTH COS INC
-$78.8K
49,224
-19%
减持
INGR
INGREDION INC
-$78.7K
5,681
-6%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$77.5K
36,354
-4%
增持
UWMC
UWM HOLDINGS CORPORATION
+$75.6K
80,522
+43%
增持
CMCSA
COMCAST CORP NEW
+$75.3K
18,474
+3%
增持
MCD
MCDONALDS CORP
-$74.9K
2,415
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$71.2K
1,733
+0%
减持
PM
PHILIP MORRIS INTL INC
-$69.3K
13,715
-0%
增持
SCHW
SCHWAB CHARLES CORP
+$68.8K
12,732
+15%
增持
MCK
MCKESSON CORP
+$67.0K
1,633
+9%
减持
TFC
TRUIST FINL CORP
-$64.5K
19,931
-5%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$62.8K
5,478
-2%
增持
JPM
JPMORGAN CHASE & CO
+$61.8K
6,477
+7%
增持
HPQ
HP INC
-$60.8K
19,093
+6%
减持
JNJ
JOHNSON & JOHNSON
-$55.2K
2,346
-8%
减持
ES
EVERSOURCE ENERGY
-$53.8K
3,541
-3%
清仓
—
ASTRA SPACE INC
-$52.6K
0
-100%
减持
KR
KROGER CO
-$51.7K
9,789
-6%
增持
BP
BP PLC
+$50.9K
12,916
+1%
减持
WFC
WELLS FARGO CO NEW
-$50.7K
18,138
-2%
减持
V
VISA INC
-$48.9K
4,429
-1%
减持
—
EXXON MOBIL CORP
+$45.4K
5,433
-2%
减持
DE
DEERE & CO
-$34.8K
714
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$33.8K
3,192
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$33.2K
1,521
+7%
减持
MU
MICRON TECHNOLOGY INC
+$33.1K
6,770
-0%
减持
CSX
CSX CORP
-$31.8K
8,980
-1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$31.0K
27,135
+35%
增持
QCOM
QUALCOMM INC
+$30.4K
6,143
+12%
清仓
—
REDWOOD TRUST INC
-$29.7K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
-$29.4K
5,147
+2%
减持
—
TE CONNECTIVITY LTD
-$29.0K
1,676
-0%
减持
NEAR
ISHARES U S ETF TR
-$28.7K
7,804
-7%
减持
FTEC
FIDELITY COVINGTON TRUST
-$27.2K
1,815
-5%
减持
T
AT&T INC
-$26.3K
17,003
-4%
增持
BGS
B & G FOODS INC NEW
-$24.8K
28,556
+29%
减持
DEI
DOUGLAS EMMETT INC
-$20.9K
15,274
-11%
增持
MSFT
MICROSOFT CORP
+$18.3K
3,277
+10%
增持
—
MEDTRONIC PLC
-$17.6K
4,512
+7%
增持
CSCO
CISCO SYS INC
+$17.6K
6,044
+2%
增持
—
PARAMOUNT GLOBAL
-$16.1K
43,558
+20%
增持
CRSR
CORSAIR GAMING INC
-$15.6K
23,771
+17%
减持
WBS
WEBSTER FINL CORP
+$15.3K
6,569
-1%
增持
—
BARRICK GOLD CORP
-$13.9K
40,924
+14%
增持
PWR
QUANTA SVCS INC
-$13.0K
4,152
+3%
增持
VXUS
VANGUARD STAR FDS
+$12.9K
15,087
+6%
增持
AAL
AMERICAN AIRLS GROUP INC
+$11.7K
34,817
+44%
增持
BIV
VANGUARD BD INDEX FDS
-$10.8K
4,194
+0%
增持
KMI
KINDER MORGAN INC DEL
-$10.5K
42,520
+2%
增持
VTI
VANGUARD INDEX FDS
-$9.1K
9,488
+3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$9.0K
18,338
-6%
增持
CWB
SPDR SER TR
-$8.3K
4,049
+0%
增持
—
BLACKROCK INC
-$1.7K
744
+6%
增持
ALB
ALBEMARLE CORP
-$226
3,461
+31%
