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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 11
增持 87
减持 37
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VYM
VANGUARD WHITEHALL FDS
-$11.4M
18,315
-85%
增持
IJR
ISHARES TR
+$10.8M
232,205
+69%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$10.3M
496,153
+36%
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
XLE
SELECT SECTOR SPDR TR
-$5.5M
148,205
-36%
增持
TLT
ISHARES TR
+$5.1M
283,762
+29%
增持
MUB
ISHARES TR
+$4.4M
206,733
+26%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.2M
31,626
-64%
减持
IGRO
ISHARES TR
-$4.1M
49,836
-57%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.9M
920,644
+0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$2.8M
73,753
-37%
减持
VTV
VANGUARD INDEX FDS
+$2.5M
219,638
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.3M
573,689
-0%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$2.2M
53,619
+64%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
32,029
+3%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
5,406
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.9M
9,954
-81%
减持
AAPL
APPLE INC
-$1.9M
50,958
-8%
清仓
XLB
SELECT SECTOR SPDR TR
-$1.5M
0
-100%
建仓
SPSM
SPDR SER TR
+$1.4M
33,119
清仓
IWS
ISHARES TR
-$1.4M
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$1.2M
0
-100%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.2M
94,654
+32%
减持
VDE
VANGUARD WORLD FD
-$1.2M
20,026
-39%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$1.1M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.0M
0
-100%
增持
META
META PLATFORMS INC
+$1.0M
5,263
+23%
建仓
NVO
NOVO-NORDISK A S
+$897.9K
6,993
建仓
—
TRANE TECHNOLOGIES PLC
+$813.5K
2,710
清仓
PEP
PEPSICO INC
-$734.4K
0
-100%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$671.8K
86,013
-1%
清仓
MSCI
MSCI INC
-$667.5K
0
-100%
建仓
FLOT
ISHARES TR
+$637.3K
12,482
清仓
—
HOLOGIC INC
-$617.9K
0
-100%
增持
AOR
ISHARES TR
+$495.4K
177,024
+1%
建仓
DVN
DEVON ENERGY CORP NEW
+$439.9K
8,767
增持
PWR
QUANTA SVCS INC
+$361.3K
6,804
+4%
增持
JPM
JPMORGAN CHASE & CO
+$340.5K
7,915
+8%
清仓
DUK
DUKE ENERGY CORP NEW
-$337.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$329.8K
5,499
+4%
清仓
HON
HONEYWELL INTL INC
-$326.6K
0
-100%
增持
—
BARRICK GOLD CORP
+$310.4K
49,857
+74%
减持
—
PIONEER NAT RES CO
-$308.2K
2,525
-42%
清仓
DE
DEERE & CO
-$307.5K
0
-100%
增持
AMZN
AMAZON COM INC
+$304.0K
10,039
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$302.0K
34,408
+102%
增持
MCK
MCKESSON CORP
+$295.9K
3,210
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$294.0K
6,527
+14%
增持
BSX
BOSTON SCIENTIFIC CORP
+$293.7K
18,550
+10%
清仓
ICSH
ISHARES TR
-$292.2K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$290.3K
17,703
-3%
增持
URI
UNITED RENTALS INC
+$282.4K
1,660
+4%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$276.8K
36,104
-1%
增持
CRM
SALESFORCE INC
+$262.6K
3,977
+12%
减持
—
INTERPUBLIC GROUP COS INC
-$260.0K
15,700
-34%
清仓
PRU
PRUDENTIAL FINL INC
-$258.1K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$249.0K
291
+11%
增持
AMAT
APPLIED MATLS INC
+$247.7K
4,549
+7%
清仓
COP
CONOCOPHILLIPS
-$246.5K
0
-100%
减持
TSLA
TESLA INC
-$245.0K
2,666
-7%
增持
FISV
FISERV INC
+$236.7K
8,673
+0%
清仓
RRX
REGAL REXNORD CORPORATION
-$233.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$228.1K
17,222
+1%
增持
—
ARISTA NETWORKS INC
+$227.1K
3,066
+9%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$225.2K
3,679
-40%
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$223.7K
7,666
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$222.9K
3,950
建仓
—
WEATHERFORD INTL PLC
+$218.8K
1,896
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$214.7K
7,396
+0%
增持
IJH
ISHARES TR
+$213.9K
47,818
+393%
增持
AXP
AMERICAN EXPRESS CO
+$211.6K
4,292
+5%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$207.2K
2,040
增持
ISRG
INTUITIVE SURGICAL INC
+$206.0K
2,271
+9%
建仓
BAC
BANK AMERICA CORP
+$204.5K
5,392
建仓
TRV
TRAVELERS COMPANIES INC
+$200.5K
871
增持
NFLX
NETFLIX INC
+$193.9K
1,088
+13%
增持
KR
KROGER CO
+$189.3K
11,835
+11%
增持
SYK
STRYKER CORPORATION
+$177.7K
2,422
+5%
减持
SLB
SCHLUMBERGER LTD
-$173.0K
10,336
-27%
减持
LLY
ELI LILLY & CO
+$169.1K
1,691
-14%
增持
LEN
LENNAR CORP
+$157.3K
5,137
+5%
增持
AMP
AMERIPRISE FINL INC
+$152.8K
1,596
+11%
增持
BP
BP PLC
+$147.6K
17,683
+21%
增持
CRSR
CORSAIR GAMING INC
+$141.3K
34,000
+72%
增持
NOW
SERVICENOW INC
+$130.7K
1,542
+4%
增持
LULU
LULULEMON ATHLETICA INC
-$124.5K
1,439
+7%
增持
MA
MASTERCARD INCORPORATED
+$120.0K
1,125
+14%
增持
—
DISCOVER FINL SVCS
+$116.9K
5,976
+1%
增持
—
PARAMOUNT GLOBAL
+$115.4K
42,338
+64%
增持
COST
COSTCO WHSL CORP NEW
+$111.9K
837
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$111.4K
2,321
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$111.2K
2,744
-29%
增持
FIS
FIDELITY NATL INFORMATION SV
+$110.3K
6,882
+3%
减持
IYR
ISHARES TR
-$109.6K
25,235
-3%
增持
TOL
TOLL BROTHERS INC
+$106.9K
2,929
+11%
增持
AJG
GALLAGHER ARTHUR J & CO
+$105.6K
3,383
+3%
增持
J
JACOBS SOLUTIONS INC
+$103.8K
2,971
+9%
增持
—
NXP SEMICONDUCTORS N V
+$101.0K
2,353
+12%
减持
VNQ
VANGUARD INDEX FDS
-$94.1K
25,162
-2%
增持
F
FORD MTR CO DEL
+$92.3K
53,136
+6%
增持
ADSK
AUTODESK INC
+$90.5K
2,037
+13%
增持
UWMC
UWM HOLDINGS CORPORATION
+$90.0K
62,144
+23%
减持
CWB
SPDR SER TR
-$89.6K
2,784
-31%
增持
GOOG
ALPHABET INC
+$88.9K
2,125
+28%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$88.8K
1,275
+2%
减持
BNY
BANK NEW YORK MELLON CORP
+$87.9K
17,534
-1%
增持
ADBE
ADOBE INC
-$86.5K
1,881
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$86.1K
1,490
+7%
增持
INGR
INGREDION INC
+$86.0K
6,297
+5%
增持
MAR
MARRIOTT INTL INC NEW
+$85.3K
1,670
+12%
增持
TPR
TAPESTRY INC
+$84.7K
7,589
+1%
增持
M
MACYS INC
+$84.1K
40,520
+12%
增持
TFC
TRUIST FINL CORP
+$82.5K
19,762
+6%
减持
PSX
PHILLIPS 66
+$81.6K
2,847
-1%
增持
DG
DOLLAR GEN CORP NEW
+$80.2K
3,304
+3%
增持
DEI
DOUGLAS EMMETT INC
+$76.7K
23,711
+36%
增持
ADI
ANALOG DEVICES INC
+$75.7K
3,511
+13%
减持
SJNK
SPDR SER TR
-$75.2K
100,719
-3%
增持
LECO
LINCOLN ELEC HLDGS INC
+$73.3K
1,129
+14%
减持
BND
VANGUARD BD INDEX FDS
-$71.6K
37,545
-1%
减持
XLK
SELECT SECTOR SPDR TR
+$71.2K
5,094
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$70.5K
14,638
+2%
增持
TMUS
T-MOBILE US INC
+$69.0K
3,081
+14%
增持
—
SKECHERS U S A INC
+$68.9K
11,841
+12%
增持
PHM
PULTE GROUP INC
+$64.2K
2,242
+12%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$63.2K
1,620
+5%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$56.5K
968
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$56.1K
10,487
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$55.5K
21,047
+6%
增持
VXUS
VANGUARD STAR FDS
+$55.2K
15,527
+2%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$54.9K
5,685
+1%
增持
ZTS
ZOETIS INC
-$53.9K
3,098
+6%
增持
—
BLACKROCK INC
+$53.4K
944
+4%
减持
MRK
MERCK & CO INC
+$53.0K
11,592
-14%
增持
GIS
GENERAL MLS INC
+$52.4K
3,836
+16%
减持
MCD
MCDONALDS CORP
-$51.0K
2,767
-1%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$48.9K
97,732
-1%
减持
HD
HOME DEPOT INC
+$47.6K
2,785
-5%
增持
UNP
UNION PAC CORP
+$45.7K
1,577
+13%
减持
—
EXXON MOBIL CORP
+$44.9K
6,015
-8%
减持
CI
THE CIGNA GROUP
+$44.7K
965
-5%
增持
KO
COCA COLA CO
+$44.1K
5,813
+10%
增持
ELV
ELEVANCE HEALTH INC
+$43.8K
500
+9%
增持
IRM
IRON MTN INC DEL
+$43.7K
3,632
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$43.6K
11,108
+2%
增持
—
ACCENTURE PLC IRELAND
+$42.9K
1,867
+8%
增持
IQV
IQVIA HLDGS INC
+$39.7K
986
+9%
增持
—
DUPONT DE NEMOURS INC
+$39.4K
5,537
+11%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$36.7K
20,245
+7%
减持
QUAL
ISHARES TR
+$34.8K
2,196
-1%
增持
PYPL
PAYPAL HLDGS INC
+$33.3K
4,957
+2%
