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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 19
增持 86
减持 30
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$23.8M
472,343
清仓
MUB
ISHARES TR
-$17.3M
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$16.9M
509,865
-40%
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
IJR
ISHARES TR
-$12.2M
16,523
-87%
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.9M
331,193
+80%
增持
XLV
SELECT SECTOR SPDR TR
+$5.2M
66,792
+119%
增持
ONEQ
FIDELITY COMWLTH TR
+$3.7M
365,954
+1%
增持
AAPL
APPLE INC
+$3.1M
48,946
+7%
增持
LLY
ELI LILLY & CO
+$3.0M
7,016
+136%
减持
SPY
SPDR S&P 500 ETF TR
+$2.8M
58,721
-0%
增持
BND
VANGUARD BD INDEX FDS
+$2.1M
76,176
+56%
减持
VTI
VANGUARD INDEX FDS
-$2.0M
30,008
-23%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
47,634
+7%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
140,711
+2%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$1.6M
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$1.5M
0
-100%
增持
GPIX
GOLDMAN SACHS ETF TR
+$1.5M
41,091
+207%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.5M
17,295
减持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
126,856
-0%
增持
NFLX
NETFLIX INC
+$1.4M
2,887
+87%
增持
IWF
ISHARES TR
+$1.4M
26,950
+2%
建仓
GE
GE AEROSPACE
+$1.4M
4,539
增持
ANET
ARISTA NETWORKS INC
+$1.3M
22,141
+15%
增持
VHT
VANGUARD WORLD FD
+$1.2M
7,695
+150%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.2M
22,232
-39%
清仓
CRM
SALESFORCE INC
-$1.1M
0
-100%
增持
ORCL
ORACLE CORP
+$1.1M
16,639
+1%
建仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$1.0M
42,757
增持
CSX
CSX CORP
+$987.6K
42,373
+167%
建仓
UNH
UNITEDHEALTH GROUP INC
+$986.6K
2,857
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$971.8K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$889.1K
748,804
+2%
建仓
KHC
KRAFT HEINZ CO
+$782.9K
30,067
建仓
CEG
CONSTELLATION ENERGY CORP
+$767.5K
2,332
增持
ONEY
SPDR SERIES TRUST
+$750.2K
115,155
+2%
清仓
—
PARAMOUNT GLOBAL
-$730.6K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$692.8K
0
-100%
减持
AOR
ISHARES TR
+$628.6K
224,444
-0%
建仓
KMB
KIMBERLY-CLARK CORP
+$624.8K
5,025
增持
PWR
QUANTA SVCS INC
+$620.2K
8,447
+11%
增持
MSFT
MICROSOFT CORP
+$613.7K
8,692
+11%
建仓
UBER
UBER TECHNOLOGIES INC
+$598.7K
6,111
增持
IJH
ISHARES TR
+$588.9K
135,372
+2%
增持
DGX
QUEST DIAGNOSTICS INC
+$543.7K
5,034
+118%
建仓
DASH
DOORDASH INC
+$524.4K
1,928
增持
URI
UNITED RENTALS INC
+$519.4K
2,193
+5%
增持
HCA
HCA HEALTHCARE INC
+$494.4K
1,716
+177%
减持
GOOGL
ALPHABET INC
+$489.4K
8,262
-4%
减持
AMZN
AMAZON COM INC
-$460.4K
14,235
-13%
增持
TRGP
TARGA RES CORP
+$457.5K
13,570
+30%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$452.3K
78,126
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$451.0K
6,530
+18%
增持
SPYM
SPDR SERIES TRUST
+$442.4K
42,580
+7%
增持
PFE
PFIZER INC
+$407.2K
44,815
+48%
建仓
NKE
NIKE INC
+$401.2K
5,754
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$389.7K
26,684
+4%
建仓
QTUM
ETF SER SOLUTIONS
+$382.9K
3,650
清仓
—
ROYAL CARIBBEAN GROUP
-$381.2K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$371.0K
24,109
+82%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$367.3K
10,694
-8%
增持
AVGO
BROADCOM INC
+$366.2K
5,115
+7%
增持
AXP
AMERICAN EXPRESS CO
+$361.9K
7,212
+13%
增持
QSR
RESTAURANT BRANDS INTL INC
+$353.7K
12,735
+82%
增持
IMCV
ISHARES TR
+$347.2K
57,037
+2%
增持
ADI
ANALOG DEVICES INC
+$345.0K
6,728
+22%
建仓
ECL
ECOLAB INC
+$328.7K
1,200
增持
J
JACOBS SOLUTIONS INC
+$320.2K
7,777
+21%
增持
SCHW
SCHWAB CHARLES CORP
+$319.9K
20,870
+14%
增持
CZR
CAESARS ENTERTAINMENT INC NE
+$316.6K
23,154
+113%
增持
—
TRANE TECHNOLOGIES PLC
+$308.8K
4,806
+22%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$305.9K
368,224
-0%
增持
BNY
BANK NEW YORK MELLON CORP
+$302.3K
7,479
+33%
增持
FISV
FISERV INC
-$297.6K
7,226
+1%
清仓
INSP
INSPIRE MED SYS INC
-$290.7K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$289.5K
31,820
+1%
建仓
MCK
MCKESSON CORP
+$287.4K
372
增持
BLK
BLACKROCK INC
+$281.6K
1,602
+6%
清仓
MBB
ISHARES TR
-$277.8K
0
-100%
增持
BX
BLACKSTONE INC
+$275.5K
8,758
+7%
增持
AMAT
APPLIED MATLS INC
+$274.8K
6,300
+14%
增持
COST
COSTCO WHSL CORP NEW
+$273.5K
3,404
+17%
增持
SPGI
S&P GLOBAL INC
+$270.4K
3,601
+28%
增持
QCOM
QUALCOMM INC
+$266.8K
7,318
+23%
清仓
SCHR
SCHWAB STRATEGIC TR
-$264.9K
0
-100%
增持
WMT
WALMART INC
+$260.8K
4,540
+114%
增持
PM
PHILIP MORRIS INTL INC
-$256.4K
14,038
+1%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$253.1K
0
-100%
增持
HD
HOME DEPOT INC
+$250.2K
2,974
+14%
减持
VFVA
VANGUARD WELLINGTON FD
+$250.0K
28,971
-1%
增持
TJX
TJX COS INC NEW
+$248.3K
4,296
+42%
增持
AMGN
AMGEN INC
+$247.6K
6,713
+14%
清仓
DLTR
DOLLAR TREE INC
-$243.8K
0
-100%
减持
TSLA
TESLA INC
+$242.3K
1,924
-0%
增持
KMI
KINDER MORGAN INC DEL
+$240.2K
33,210
+39%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$240.0K
8,160
+17%
增持
KLAC
KLA CORP
+$239.5K
545
+40%
增持
MA
MASTERCARD INCORPORATED
+$239.1K
2,651
+17%
清仓
FTNT
FORTINET INC
-$228.4K
0
-100%
建仓
TPR
TAPESTRY INC
+$226.6K
2,001
减持
MU
MICRON TECHNOLOGY INC
+$225.6K
5,693
-3%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$224.2K
17,599
-1%
增持
DKS
DICKS SPORTING GOODS INC
+$219.0K
5,665
+8%
建仓
ACWV
ISHARES INC
+$218.9K
1,825
增持
CTAS
CINTAS CORP
+$217.8K
3,067
+66%
建仓
VO
VANGUARD INDEX FDS
+$217.4K
740
建仓
CVX
CHEVRON CORP NEW
+$214.1K
1,379
清仓
MSI
MOTOROLA SOLUTIONS INC
-$211.5K
0
-100%
减持
CSCO
CISCO SYS INC
-$206.4K
7,581
-27%
增持
RJF
RAYMOND JAMES FINL INC
+$204.0K
2,569
+65%
建仓
SCHO
SCHWAB STRATEGIC TR
+$200.2K
8,206
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$194.7K
1,257
-19%
增持
PSX
PHILLIPS 66
+$186.0K
7,748
+7%
增持
PH
PARKER-HANNIFIN CORP
+$181.2K
588
+55%
减持
IQV
IQVIA HLDGS INC
+$180.3K
6,183
-2%
增持
BMI
BADGER METER INC
+$177.6K
2,558
+124%
增持
NOW
SERVICENOW INC
+$176.7K
1,984
+24%
减持
DVN
DEVON ENERGY CORP NEW
-$171.8K
22,236
-26%
增持
TOL
TOLL BROTHERS INC
+$170.8K
5,345
+7%
增持
NDAQ
NASDAQ INC
+$170.1K
5,075
+63%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$169.6K
52,833
+11%
增持
SPSM
SPDR SERIES TRUST
+$166.7K
37,353
+2%
减持
SCHI
SCHWAB STRATEGIC TR
-$164.2K
12,356
-37%
减持
AAL
AMERICAN AIRLS GROUP INC
-$152.3K
76,040
-15%
减持
MS
MORGAN STANLEY
-$152.2K
3,411
-31%
减持
VYMI
VANGUARD WHITEHALL FDS
+$149.8K
34,991
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$147.4K
8,245
+10%
增持
—
DUPONT DE NEMOURS INC
+$141.8K
10,066
+7%
增持
JNJ
JOHNSON & JOHNSON
+$141.3K
3,584
+5%
增持
WM
WASTE MGMT INC DEL
+$140.3K
5,691
+17%
减持
—
CARNIVAL CORP
-$135.7K
13,686
-28%
增持
AIG
AMERICAN INTL GROUP INC
+$133.8K
4,794
+69%
减持
META
META PLATFORMS INC
-$131.3K
6,897
-2%
减持
B
BARRICK MNG CORP
-$131.1K
18,585
-48%
增持
ABBV
ABBVIE INC
+$125.3K
2,509
+2%
减持
GOOG
ALPHABET INC
+$123.1K
2,207
-6%
增持
INTU
INTUIT
+$121.7K
666
+57%
增持
SYK
STRYKER CORPORATION
+$117.1K
4,203
+16%
增持
FIS
FIDELITY NATL INFORMATION SV
-$113.7K
11,856
+8%
增持
BSX
BOSTON SCIENTIFIC CORP
-$113.2K
19,435
+4%
增持
HPQ
HP INC
+$107.4K
32,496
+2%
增持
NSC
NORFOLK SOUTHN CORP
+$105.3K
2,300
+1%
减持
M
MACYS INC
+$102.1K
60,388
-28%
增持
SO
SOUTHERN CO
+$101.8K
15,329
+4%
减持
XLK
SELECT SECTOR SPDR TR
+$98.5K
6,252
-5%
增持
WFC
WELLS FARGO CO NEW
+$97.6K
16,864
+3%
增持
GPC
GENUINE PARTS CO
+$95.4K
3,987
+6%
增持
KDP
KEURIG DR PEPPER INC
-$89.8K
12,418
+1%
增持
AXON
AXON ENTERPRISE INC
-$89.0K
2,295
+9%
减持
CRSR
CORSAIR GAMING INC
-$88.9K
21,765
-27%
增持
KIM
KIMCO RLTY CORP
+$82.4K
44,038
+5%
