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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 89
减持 27
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$16.2M
607,552
-34%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$14.7M
849,998
+48%
减持
VTV
VANGUARD INDEX FDS
-$13.3M
120,693
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。
-44%
增持
XLE
SELECT SECTOR SPDR TR
+$11.9M
161,747
+533%
增持
ICVT
ISHARES TR
+$9.8M
227,871
+93%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$5.4M
26,701
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.8M
407,727
-14%
增持
IJH
ISHARES TR
+$3.2M
95,120
+104%
增持
IJR
ISHARES TR
+$3.1M
239,713
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.1M
109,541
+37%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$2.7M
59,379
+65%
减持
MUB
ISHARES TR
-$2.5M
173,473
-14%
增持
VDE
VANGUARD WORLD FD
+$2.3M
23,246
+456%
清仓
IYR
ISHARES TR
-$2.2M
0
-100%
增持
TLT
ISHARES TR
+$2.1M
286,125
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$2.1M
0
-100%
增持
META
META PLATFORMS INC
+$1.5M
7,360
+36%
建仓
SPGI
S&P GLOBAL INC
+$1.2M
2,272
增持
AAPL
APPLE INC
+$1.2M
49,489
+0%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
4,592
+176%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
31,456
+1%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
43,528
-15%
减持
SLB
SCHLUMBERGER LTD
-$976.7K
9,489
-67%
建仓
WM
WASTE MGMT INC DEL
+$943.4K
4,544
清仓
—
SKECHERS U S A INC
-$886.7K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$872.8K
57,392
-23%
减持
AOR
ISHARES TR
-$864.9K
330,501
-9%
增持
KR
KROGER CO
+$789.6K
23,986
+105%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$754.9K
56,575
+4%
增持
NVO
NOVO-NORDISK A S
+$719.7K
15,603
+96%
清仓
—
ACCENTURE PLC IRELAND
-$633.5K
0
-100%
增持
SO
SOUTHERN CO
+$632.2K
12,681
+92%
减持
VTI
VANGUARD INDEX FDS
-$523.7K
15,212
-16%
清仓
FLOT
ISHARES TR
-$509.6K
0
-100%
增持
IGRO
ISHARES TR
+$507.4K
51,192
+4%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$482.8K
0
-100%
增持
PWR
QUANTA SVCS INC
+$471.5K
7,795
+7%
建仓
CSCO
CISCO SYS INC
+$464.0K
8,719
增持
QUAL
ISHARES TR
+$432.0K
4,496
+105%
清仓
KO
COCA COLA CO
-$430.9K
0
-100%
清仓
EA
ELECTRONIC ARTS INC
-$412.5K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$406.3K
1,685
增持
IQV
IQVIA HLDGS INC
+$395.5K
2,739
+128%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$376.3K
95,029
+0%
增持
QCOM
QUALCOMM INC
+$374.3K
4,982
+110%
增持
MU
MICRON TECHNOLOGY INC
+$364.0K
7,360
+142%
增持
TMUS
T-MOBILE US INC
+$360.9K
4,783
+35%
减持
AXON
AXON ENTERPRISE INC
+$357.9K
3,478
-1%
建仓
MTN
VAIL RESORTS INC
+$345.4K
1,982
建仓
DLTR
DOLLAR TREE INC
+$343.1K
4,879
增持
AXP
AMERICAN EXPRESS CO
+$337.5K
5,330
+11%
增持
MRK
MERCK & CO INC
+$322.3K
16,004
+33%
清仓
—
MEDTRONIC PLC
-$311.2K
0
-100%
增持
URI
UNITED RENTALS INC
+$310.7K
1,831
+1%
建仓
TJX
TJX COS INC NEW
+$307.7K
2,618
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$301.9K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$298.7K
9,312
+13%
清仓
—
TE CONNECTIVITY LTD
-$291.5K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$289.3K
8,957
+23%
增持
—
TRANE TECHNOLOGIES PLC
+$279.2K
3,168
+9%
增持
ORCL
ORACLE CORP
+$278.4K
8,954
+1%
增持
BSX
BOSTON SCIENTIFIC CORP
+$265.8K
20,483
+9%
增持
BX
BLACKSTONE INC
+$263.9K
5,945
+14%
建仓
ONEQ
FIDELITY COMWLTH TR
+$262.5K
3,666
减持
—
BARRICK GOLD CORP
-$260.6K
29,982
-42%
增持
AVGO
BROADCOM INC
+$259.8K
2,716
+1989%
减持
FISV
FISERV INC
+$253.4K
8,428
-0%
建仓
CLH
CLEAN HARBORS INC
+$253.3K
1,048
清仓
GIS
GENERAL MLS INC
-$242.0K
0
-100%
增持
—
BLACKROCK INC
+$233.9K
1,431
+0%
增持
LEN
LENNAR CORP
+$231.3K
5,723
+2%
增持
AMP
AMERIPRISE FINL INC
+$229.8K
2,175
+17%
建仓
RMD
RESMED INC
+$229.7K
941
清仓
—
WEATHERFORD INTL PLC
-$228.4K
0
-100%
增持
GOOGL
ALPHABET INC
-$228.1K
17,704
+2%
增持
NOW
SERVICENOW INC
+$227.9K
1,714
+3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$226.5K
13,323
+20%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$221.8K
2,162
建仓
DELL
DELL TECHNOLOGIES INC
+$217.4K
1,834
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$217.2K
7,340
增持
ISRG
INTUITIVE SURGICAL INC
+$215.2K
2,547
+9%
增持
VYM
VANGUARD WHITEHALL FDS
+$213.7K
16,922
+3%
增持
TOL
TOLL BROTHERS INC
+$212.8K
3,962
+14%
减持
PM
PHILIP MORRIS INTL INC
+$212.0K
13,318
-4%
增持
COST
COSTCO WHSL CORP NEW
+$211.6K
1,209
+19%
增持
MCK
MCKESSON CORP
-$209.7K
3,774
+6%
建仓
ED
CONSOLIDATED EDISON INC
+$209.1K
2,008
增持
—
ARISTA NETWORKS INC
+$208.9K
4,141
+5%
增持
BND
VANGUARD BD INDEX FDS
+$204.4K
39,100
+3%
建仓
TRV
TRAVELERS COMPANIES INC
+$203.9K
871
建仓
MCD
MCDONALDS CORP
+$203.4K
668
增持
SJNK
SPDR SER TR
+$201.6K
102,940
+5%
减持
BNY
BANK NEW YORK MELLON CORP
+$201.5K
17,057
-0%
建仓
PG
PROCTER AND GAMBLE CO
+$201.3K
1,162
清仓
HASI
HANNON ARMSTRONG SUST INFR C
-$200.7K
0
-100%
清仓
CWB
SPDR SER TR
-$200.6K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$192.9K
1,527
+20%
减持
INSP
INSPIRE MED SYS INC
+$189.6K
2,715
-5%
增持
NFLX
NETFLIX INC
+$187.0K
1,473
+16%
减持
KMI
KINDER MORGAN INC DEL
-$179.7K
25,491
-32%
增持
LLY
ELI LILLY & CO
+$177.7K
2,177
+13%
增持
SPSM
SPDR SER TR
+$176.6K
34,006
+3%
增持
CRM
SALESFORCE INC
+$167.5K
4,498
+9%
减持
CRSR
CORSAIR GAMING INC
-$162.6K
39,299
-1%
增持
—
DUPONT DE NEMOURS INC
+$161.5K
7,637
+18%
增持
FIS
FIDELITY NATL INFORMATION SV
+$157.1K
8,993
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$152.6K
2,307
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$148.7K
5,731
+13%
增持
INGR
INGREDION INC
+$146.9K
6,170
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$145.2K
15,476
+59%
建仓
MGNI
MAGNITE INC
+$141.2K
10,195
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$140.6K
5,592
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$137.2K
2,300
+49%
增持
SYK
STRYKER CORPORATION
+$133.7K
2,979
+8%
增持
VXUS
VANGUARD STAR FDS
+$128.4K
16,311
+6%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$126.0K
7,109
+1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$121.5K
20,212
+21%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$120.5K
35,073
-2%
增持
PHM
PULTE GROUP INC
+$116.0K
2,595
+11%
增持
V
VISA INC
+$111.6K
5,340
+3%
增持
UNP
UNION PAC CORP
+$110.4K
2,126
+16%
增持
DEI
DOUGLAS EMMETT INC
+$108.6K
23,875
+2%
增持
MSFT
MICROSOFT CORP
+$105.0K
6,434
+8%
减持
IRM
IRON MTN INC DEL
+$100.3K
3,526
-1%
增持
HPQ
HP INC
+$99.5K
15,502
+19%
增持
PYPL
PAYPAL HLDGS INC
+$99.4K
4,842
+1%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$99.3K
87,884
-6%
增持
AVB
AVALONBAY CMNTYS INC
+$93.7K
1,879
+18%
减持
BBY
BEST BUY INC
-$93.0K
3,850
-34%
增持
GOOG
ALPHABET INC
+$92.1K
2,125
+48%
增持
AMAT
APPLIED MATLS INC
-$89.5K
5,321
+8%
增持
MAR
MARRIOTT INTL INC NEW
+$84.2K
2,340
+14%
增持
TFC
TRUIST FINL CORP
+$84.2K
19,902
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
+$77.9K
3,616
-0%
增持
SCHW
SCHWAB CHARLES CORP
-$76.3K
16,603
+6%
减持
UWMC
UWM HOLDINGS CORPORATION
-$75.5K
41,974
-33%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$72.3K
44,779
-12%
减持
NEE
NEXTERA ENERGY INC
+$70.2K
11,591
-10%
增持
GLPI
GAMING & LEISURE PPTYS INC
+$68.1K
9,576
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$64.9K
3,467
+5%
增持
—
DISCOVER FINL SVCS
+$63.8K
5,845
+1%
增持
F
FORD MTR CO
-$61.9K
69,153
+9%
增持
—
CARNIVAL CORP
+$59.5K
36,534
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$58.2K
10,512
+5%
减持
VTEB
VANGUARD MUN BD FDS
-$56.7K
17,338
-8%
增持
ADI
ANALOG DEVICES INC
+$55.4K
4,406
+5%
增持
BHC
BAUSCH HEALTH COS INC
+$54.3K
44,682
+0%
增持
AMZN
AMAZON COM INC
+$54.1K
10,701
+7%
减持
GS
GOLDMAN SACHS GROUP INC
+$49.6K
1,192
-0%
增持
VOO
VANGUARD INDEX FDS
+$46.8K
755
+7%
