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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 72
增持 53
减持 17
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$28.8M
576,562
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$14.5M
364,596
-37%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$11.3M
22,665
-91%
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
SPY
SPDR S&P 500 ETF TR
+$9.3M
30,977
+143%
增持
AOR
ISHARES TR
+$8.9M
175,964
+1881%
增持
XLE
SELECT SECTOR SPDR TR
+$7.5M
231,982
+76%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$6.8M
86,939
增持
TLT
ISHARES TR
+$6.3M
219,527
+27%
减持
MUB
ISHARES TR
-$6.2M
164,400
-30%
增持
IJR
ISHARES TR
+$6.2M
137,437
+50%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$4.6M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$3.5M
222,260
+3%
清仓
VHT
VANGUARD WORLD FDS
-$3.5M
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.8M
23,617
-71%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.8M
916,395
+3%
减持
ICSH
ISHARES TR
-$2.8M
5,801
-90%
建仓
IJH
ISHARES TR
+$2.7M
9,708
清仓
BBN
BLACKROCK TAX MUNICPAL BD TR
-$2.6M
0
-100%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.4M
36,632
+209%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.4M
122,044
+12%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
18,172
+92%
增持
AAPL
APPLE INC
+$2.2M
55,107
+12%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
5,779
+203%
增持
IGRO
ISHARES TR
+$1.8M
115,437
+20%
增持
VDE
VANGUARD WORLD FDS
+$1.7M
32,703
+93%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$1.4M
32,626
+55%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.4M
71,658
+30%
增持
GOOGL
ALPHABET INC
+$1.1M
16,975
+75%
建仓
NOW
SERVICENOW INC
+$1.0M
1,479
建仓
ADBE
ADOBE INC
+$1.0M
1,736
建仓
BSX
BOSTON SCIENTIFIC CORP
+$976.8K
16,896
增持
MSFT
MICROSOFT CORP
+$949.1K
5,276
+61%
建仓
CRM
SALESFORCE INC
+$935.2K
3,554
建仓
URI
UNITED RENTALS INC
+$914.6K
1,595
建仓
PANW
PALO ALTO NETWORKS INC
+$852.2K
2,890
增持
VYMI
VANGUARD WHITEHALL FDS
+$844.3K
117,753
+4%
增持
META
META PLATFORMS INC
+$824.7K
4,274
+86%
增持
LLY
ELI LILLY & CO
+$814.3K
1,967
+218%
增持
AMZN
AMAZON COM INC
+$771.1K
9,917
+71%
建仓
AXP
AMERICAN EXPRESS CO
+$765.7K
4,087
建仓
AJG
GALLAGHER ARTHUR J & CO
+$740.3K
3,292
建仓
PEP
PEPSICO INC
+$734.4K
4,324
建仓
LEN
LENNAR CORP
+$726.1K
4,872
增持
MCK
MCKESSON CORP
+$717.3K
3,083
+89%
建仓
ISRG
INTUITIVE SURGICAL INC
+$700.4K
2,076
建仓
AMAT
APPLIED MATLS INC
+$690.4K
4,260
建仓
SYK
STRYKER CORPORATION
+$689.1K
2,301
建仓
LULU
LULULEMON ATHLETICA INC
+$686.7K
1,343
增持
VEA
VANGUARD TAX-MANAGED FDS
+$676.0K
51,084
+26%
建仓
MSCI
MSCI INC
+$667.5K
1,180
增持
XLB
SELECT SECTOR SPDR TR
+$663.0K
17,953
+62%
建仓
—
ARISTA NETWORKS INC
+$662.0K
2,811
建仓
—
SKECHERS U S A INC
+$656.5K
10,531
增持
PWR
QUANTA SVCS INC
+$629.7K
6,517
+57%
建仓
ADI
ANALOG DEVICES INC
+$618.7K
3,116
建仓
—
HOLOGIC INC
+$617.9K
8,648
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$611.6K
7,377
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$596.9K
261
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$594.0K
5,712
建仓
BX
BLACKSTONE INC
+$590.0K
4,507
清仓
ALB
ALBEMARLE CORP
-$588.5K
0
-100%
增持
VAW
VANGUARD WORLD FDS
+$584.6K
6,445
+74%
建仓
ZTS
ZOETIS INC
+$578.1K
2,929
建仓
AMP
AMERIPRISE FINL INC
+$547.0K
1,440
建仓
QSR
RESTAURANT BRANDS INTL INC
+$536.1K
6,862
建仓
COST
COSTCO WHSL CORP NEW
+$501.0K
759
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$495.8K
10,576
建仓
—
NXP SEMICONDUCTORS N V
+$481.9K
2,098
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$473.2K
9,589
建仓
SHEL
SHELL PLC
+$468.3K
7,117
建仓
NFLX
NETFLIX INC
+$466.9K
959
减持
SCHD
SCHWAB STRATEGIC TR
+$445.6K
88,333
-0%
建仓
ADSK
AUTODESK INC
+$440.0K
1,807
建仓
DG
DOLLAR GEN CORP NEW
+$435.4K
3,203
建仓
TMUS
T-MOBILE US INC
+$433.9K
2,706
建仓
MA
MASTERCARD INCORPORATED
+$421.8K
989
建仓
FIS
FIDELITY NATL INFORMATION SV
+$400.2K
6,662
增持
—
ACCENTURE PLC IRELAND
+$398.2K
1,722
+157%
清仓
NEAR
ISHARES U S ETF TR
-$389.3K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$385.1K
5,005
建仓
PSX
PHILLIPS 66
+$383.5K
2,880
增持
V
VISA INC
+$381.6K
5,379
+21%
建仓
J
JACOBS SOLUTIONS INC
+$352.9K
2,719
清仓
FTNT
FORTINET INC
-$348.7K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$347.3K
25,692
+1%
建仓
UNP
UNION PAC CORP
+$342.1K
1,393
减持
PZA
INVESCO EXCH TRADED FD TR II
-$340.1K
98,339
-20%
建仓
DUK
DUKE ENERGY CORP NEW
+$337.0K
3,473
建仓
MAR
MARRIOTT INTL INC NEW
+$336.0K
1,490
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$334.7K
2,575
+49%
建仓
HON
HONEYWELL INTL INC
+$326.6K
1,557
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$325.3K
6,157
+109%
增持
HD
HOME DEPOT INC
+$323.4K
2,945
+28%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$319.9K
1,253
减持
—
PIONEER NAT RES CO
-$313.8K
4,318
-23%
建仓
KO
COCA COLA CO
+$311.6K
5,287
建仓
EA
ELECTRONIC ARTS INC
+$310.3K
2,268
增持
JPM
JPMORGAN CHASE & CO
+$305.6K
7,319
+13%
建仓
PYPL
PAYPAL HLDGS INC
+$298.8K
4,865
建仓
WDAY
WORKDAY INC
+$296.2K
1,073
增持
SCHW
SCHWAB CHARLES CORP
+$289.5K
14,367
+13%
建仓
NKE
NIKE INC
+$284.7K
2,622
清仓
BGS
B & G FOODS INC NEW
-$282.4K
0
-100%
建仓
SYY
SYSCO CORP
+$281.8K
3,853
建仓
TPR
TAPESTRY INC
+$275.6K
7,487
增持
BND
VANGUARD BD INDEX FDS
+$273.0K
38,049
+5%
建仓
TOL
TOLL BROTHERS INC
+$272.0K
2,646
建仓
KMB
KIMBERLY-CLARK CORP
+$270.2K
2,224
增持
AMGN
AMGEN INC
+$270.0K
3,555
+27%
减持
IYR
ISHARES TR
+$261.6K
26,017
-4%
建仓
PRU
PRUDENTIAL FINL INC
+$258.1K
2,489
增持
—
BLACKROCK INC
+$252.4K
904
+22%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$249.3K
1,541
增持
FISV
FISERV INC
+$247.9K
8,653
+8%
建仓
IRM
IRON MTN INC DEL
+$247.6K
3,538
建仓
COP
CONOCOPHILLIPS
+$246.5K
2,124
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$244.9K
899
建仓
CVS
CVS HEALTH CORP
+$240.7K
3,048
建仓
RRX
REGAL REXNORD CORPORATION
+$233.3K
1,576
建仓
AVB
AVALONBAY CMNTYS INC
+$230.8K
1,233
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$223.4K
46,835
+29%
建仓
GIS
GENERAL MLS INC
+$216.0K
3,316
建仓
ELV
ELEVANCE HEALTH INC
+$215.5K
457
建仓
LECO
LINCOLN ELEC HLDGS INC
+$215.1K
989
建仓
WAT
WATERS CORP
+$214.0K
650
建仓
IQV
IQVIA HLDGS INC
+$209.6K
906
建仓
CSL
CARLISLE COS INC
+$208.1K
666
建仓
PHM
PULTE GROUP INC
+$206.2K
1,998
清仓
ES
EVERSOURCE ENERGY
-$205.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$194.9K
2,803
+16%
增持
—
DISCOVER FINL SVCS
+$185.5K
5,930
+7%
减持
—
PARAMOUNT GLOBAL
-$179.0K
25,892
-41%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$159.2K
17,017
-37%
减持
WFC
WELLS FARGO CO NEW
+$151.1K
18,127
-0%
减持
XLK
SELECT SECTOR SPDR TR
+$146.0K
5,142
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$134.9K
2,880
+13%
减持
TFC
TRUIST FINL CORP
+$117.6K
18,631
-7%
增持
AAL
AMERICAN AIRLS GROUP INC
+$106.6K
40,219
+16%
增持
CI
THE CIGNA GROUP
+$104.6K
1,021
+45%
增持
—
INTERPUBLIC GROUP COS INC
+$101.2K
23,660
+1%
减持
IWS
ISHARES TR
+$100.2K
11,609
-3%
减持
SLB
SCHLUMBERGER LTD
-$90.8K
14,211
-0%
增持
INGR
INGREDION INC
+$90.8K
5,987
+5%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$85.9K
5,601
+2%
增持
F
FORD MTR CO DEL
+$84.3K
50,319
+18%
增持
WBS
WEBSTER FINL CORP
+$79.5K
6,783
+3%
减持
—
BARRICK GOLD CORP
-$76.3K
28,700
-30%
增持
—
TE CONNECTIVITY LTD
+$76.1K
2,015
+20%
增持
VTEB
VANGUARD MUN BD FDS
+$74.0K
19,774
+2%
增持
VXUS
VANGUARD STAR FDS
+$73.6K
15,201
+1%
