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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 32
增持 72
减持 22
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
ICVT
ISHARES TR
+$16.5M
418,271
+84%
增持
ONEQ
FIDELITY COMWLTH TR
+$14.1M
188,653
+5046%
减持
TLT
ISHARES TR
-$13.5M
166,839
-42%
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。
建仓
ONEY
SPDR SER TR
+$12.1M
111,316
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$10.5M
642,560
-24%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$5.4M
0
-100%
建仓
IWF
ISHARES TR
+$5.3M
13,169
增持
SPY
SPDR S&P 500 ETF TR
+$4.9M
39,183
+25%
建仓
IMCV
ISHARES TR
+$3.9M
52,632
增持
VYM
VANGUARD WHITEHALL FDS
+$3.7M
45,767
+170%
建仓
XLV
SELECT SECTOR SPDR TR
+$3.5M
25,506
建仓
VFVA
VANGUARD WELLINGTON FD
+$3.1M
25,805
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$2.9M
53,927
-43%
建仓
SPYM
SPDR SER TR
+$2.6M
37,021
增持
IJH
ISHARES TR
+$2.0M
127,844
+34%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$1.9M
77,180
+30%
清仓
MCK
MCKESSON CORP
-$1.9M
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$1.8M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
20,804
+37%
建仓
BLK
BLACKROCK INC
+$1.6M
1,552
清仓
—
ARISTA NETWORKS INC
-$1.6M
0
-100%
减持
IGRO
ISHARES TR
-$1.6M
32,850
-36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.4M
408,429
+0%
清仓
—
BLACKROCK INC
-$1.4M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$1.3M
19,807
+309%
增持
AAPL
APPLE INC
+$1.2M
50,810
+3%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$991.4K
12,681
建仓
TRGP
TARGA RES CORP
+$963.9K
5,400
增持
JPM
JPMORGAN CHASE & CO.
+$931.4K
12,076
+30%
减持
BNY
BANK NEW YORK MELLON CORP
-$880.4K
4,495
-74%
建仓
VHT
VANGUARD WORLD FD
+$828.2K
3,265
增持
AXON
AXON ENTERPRISE INC
+$805.0K
3,693
+6%
增持
SJNK
SPDR SER TR
+$766.2K
135,322
+31%
增持
LULU
LULULEMON ATHLETICA INC
+$724.3K
2,698
+138%
增持
PG
PROCTER AND GAMBLE CO
+$673.9K
5,221
+349%
增持
XLE
SELECT SECTOR SPDR TR
+$646.8K
173,339
+7%
减持
VTV
VANGUARD INDEX FDS
-$636.5K
120,690
-0%
建仓
FANG
DIAMONDBACK ENERGY INC
+$544.7K
3,325
建仓
NSC
NORFOLK SOUTHN CORP
+$543.8K
2,317
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$538.7K
5,092
+94%
增持
AMZN
AMAZON COM INC
+$514.4K
11,433
+7%
增持
SCHW
SCHWAB CHARLES CORP
+$503.0K
21,336
+29%
清仓
—
INTERPUBLIC GROUP COS INC
-$460.7K
0
-100%
增持
MUB
ISHARES TR
+$428.3K
180,879
+4%
清仓
IRM
IRON MTN INC DEL
-$419.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$418.6K
621,186
+2%
增持
LLY
ELI LILLY & CO
+$409.9K
3,029
+39%
建仓
PPG
PPG INDS INC
+$409.2K
3,426
增持
CRM
SALESFORCE INC
+$407.4K
4,901
+9%
增持
PSX
PHILLIPS 66
+$407.2K
7,973
+109%
增持
PWR
QUANTA SVCS INC
+$402.5K
8,627
+11%
减持
VXUS
VANGUARD STAR FDS
-$402.4K
11,091
-32%
建仓
GPC
GENUINE PARTS CO
+$401.4K
3,438
增持
NFLX
NETFLIX INC
+$384.9K
1,604
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$383.1K
9,817
+10%
清仓
PHM
PULTE GROUP INC
-$372.5K
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$368.6K
36,096
+84%
增持
TRV
TRAVELERS COMPANIES INC
+$350.9K
2,303
+164%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$346.8K
0
-100%
增持
VDE
VANGUARD WORLD FD
+$346.3K
26,323
+13%
建仓
VIST
VISTA ENERGY S.A.B. DE C.V.
+$343.1K
6,340
建仓
—
TECHNIPFMC PLC
+$341.3K
11,795
建仓
VST
VISTRA CORP
+$338.9K
2,458
建仓
—
ACCENTURE PLC IRELAND
+$336.3K
956
建仓
AROC
ARCHROCK INC
+$335.9K
13,497
建仓
AEM
AGNICO EAGLE MINES LTD
+$335.3K
4,287
建仓
ALL
ALLSTATE CORP
+$333.1K
1,728
建仓
DECK
DECKERS OUTDOOR CORP
+$332.3K
1,636
建仓
IR
INGERSOLL RAND INC
+$331.4K
3,664
建仓
DOCS
DOXIMITY INC
+$329.9K
6,180
建仓
GNRC
GENERAC HLDGS INC
+$329.8K
2,127
建仓
CR
CRANE COMPANY
+$329.6K
2,172
建仓
HUBB
HUBBELL INC
+$328.0K
783
建仓
FOUR
SHIFT4 PMTS INC
+$327.9K
3,160
清仓
CI
THE CIGNA GROUP
-$316.0K
0
-100%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$314.6K
7,863
建仓
LII
LENNOX INTL INC
+$309.5K
508
清仓
SYY
SYSCO CORP
-$309.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$307.7K
0
-100%
增持
AOR
ISHARES TR
-$297.8K
336,377
+2%
减持
IQV
IQVIA HLDGS INC
-$296.5K
1,794
-35%
清仓
KMB
KIMBERLY-CLARK CORP
-$293.0K
0
-100%
增持
NOW
SERVICENOW INC
+$290.4K
1,720
+0%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$279.0K
7,187
+1%
增持
V
VISA INC
+$278.3K
5,526
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
-$275.7K
58,014
+1%
建仓
—
ROYAL CARIBBEAN GROUP
+$275.7K
1,195
清仓
ELV
ELEVANCE HEALTH INC
-$273.0K
0
-100%
清仓
WDAY
WORKDAY INC
-$260.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$255.6K
10,916
-11%
增持
AMP
AMERIPRISE FINL INC
+$255.5K
2,399
+10%
清仓
CLH
CLEAN HARBORS INC
-$253.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$251.9K
7,897
+128%
清仓
ZTS
ZOETIS INC
-$247.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$242.7K
10,282
-11%
增持
SYK
STRYKER CORPORATION
+$240.5K
3,657
+23%
增持
ISRG
INTUITIVE SURGICAL INC
+$240.5K
2,858
+12%
增持
FISV
FISERV INC
+$236.7K
8,523
+1%
增持
WFC
WELLS FARGO CO NEW
+$232.2K
15,109
+3%
减持
TSLA
TESLA INC
+$231.6K
1,831
-6%
增持
META
META PLATFORMS INC
+$231.0K
7,590
+3%
清仓
RMD
RESMED INC
-$229.7K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$228.3K
61,585
+38%
增持
BX
BLACKSTONE INC
+$226.7K
6,595
+11%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$224.8K
104,527
-5%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$221.8K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$217.4K
0
-100%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$217.2K
0
-100%
增持
UWMC
UWM HOLDINGS CORPORATION
+$216.2K
97,759
+133%
建仓
FTNT
FORTINET INC
+$214.9K
2,275
清仓
ED
CONSOLIDATED EDISON INC
-$209.1K
0
-100%
增持
DKS
DICKS SPORTING GOODS INC
+$204.4K
4,898
+12%
增持
AVGO
BROADCOM INC
+$201.8K
2,891
+6%
增持
CSCO
CISCO SYS INC
+$199.7K
11,212
+29%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$193.0K
22,515
+11%
减持
GOOGL
ALPHABET INC
+$192.5K
16,528
-7%
增持
AMGN
AMGEN INC
+$190.3K
4,998
+45%
减持
HD
HOME DEPOT INC
-$189.0K
2,203
-15%
增持
KR
KROGER CO
+$180.9K
25,434
+6%
减持
—
DISCOVER FINL SVCS
+$175.6K
5,747
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$171.0K
732
-39%
增持
MAR
MARRIOTT INTL INC NEW
+$170.9K
2,698
+15%
增持
FCX
FREEPORT-MCMORAN INC
+$169.8K
14,215
+91%
增持
BAC
BANK AMERICA CORP
+$169.0K
8,743
+61%
增持
M
MACYS INC
+$162.4K
55,477
+12%
增持
PFE
PFIZER INC
+$159.9K
26,901
+41%
增持
BBY
BEST BUY INC
+$159.6K
6,495
+69%
增持
MRK
MERCK & CO INC
+$156.5K
19,842
+24%
增持
COST
COSTCO WHSL CORP NEW
+$151.4K
1,335
+10%
增持
AJG
GALLAGHER ARTHUR J & CO
+$146.1K
4,099
+13%
增持
DVN
DEVON ENERGY CORP NEW
+$143.5K
22,883
+48%
清仓
MGNI
MAGNITE INC
-$141.2K
0
-100%
增持
SPGI
S&P GLOBAL INC
+$138.6K
2,635
+16%
增持
LEN
LENNAR CORP
-$137.2K
6,862
+20%
增持
MU
MICRON TECHNOLOGY INC
-$134.3K
7,474
+2%
增持
MA
MASTERCARD INCORPORATED
+$133.8K
1,686
+10%
增持
WM
WASTE MGMT INC DEL
+$121.6K
5,278
+16%
减持
AXP
AMERICAN EXPRESS CO
+$118.3K
5,269
-1%
减持
QCOM
QUALCOMM INC
-$118.3K
4,745
-5%
增持
MSFT
MICROSOFT CORP
+$115.3K
6,843
+6%
增持
TMUS
T-MOBILE US INC
+$112.9K
4,983
+4%
减持
BSX
BOSTON SCIENTIFIC CORP
+$108.8K
20,435
-0%
增持
ORCL
ORACLE CORP
+$104.4K
9,782
+9%
增持
AMAT
APPLIED MATLS INC
-$104.0K
5,971
+12%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$103.9K
5,806
+4%
增持
ARKK
ARK ETF TR
+$103.6K
10,598
+1%
减持
TPR
TAPESTRY INC
-$102.6K
4,048
-48%
减持
MS
MORGAN STANLEY
-$94.9K
3,340
-32%
减持
INSP
INSPIRE MED SYS INC
-$88.2K
2,615
-4%
