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Lantz Financial LLC · 13F 持仓分析
期权收益计算器 机构排行

Lantz Financial LLC

No.4006 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.46亿
环比变动 Q1 2026
+$6,246.4万+12.9%
持仓股票数
259
新买入
23
加仓
107
减仓
116
清仓
3
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IVV
7.76%6.34%$4,237.0万5.7万股$3,066.6万4.7万股+9,630股+20.51%加仓
CCAPITAL INTL FOCUS EQTCGXU
4.31%3.9%$2,356.6万68.1万股$1,888.2万64.0万股+4.0万股+6.31%加仓
IiShares安硕信托HDV
2.94%3.21%$1,604.4万58.5万股$1,554.4万11.5万股+47.1万股+411.08%加仓
FFED HERMS U S STRG DIV ETFFDV
2.81%2.85%$1,533.9万48.9万股$1,378.9万44.8万股+4.1万股+9.15%加仓
G通用动力VTI
2.79%2.66%$1,522.9万4.1万股$1,287.4万4.0万股+1,024股+2.55%加仓
IINNOVATOR U.S. EQUITY BUFFER ETF - NOVEMBERBNOV
2.41%2.48%$1,317.6万27.6万股$1,198.9万27.9万股-3,079股-1.10%减仓
苹果AAPL
1.84%1.88%$1,006.9万3.5万股$910.1万3.6万股-1,060股-2.96%减仓
I景顺自营指数基金BSCQ
1.74%1.92%$952.8万48.8万股$926.8万47.5万股+1.3万股+2.84%加仓
微软MSFT
1.71%1.97%$934.0万2.5万股$952.9万2.6万股-702股-2.73%减仓
IiShares安硕信托IVW
1.65%1.52%$902.6万6.6万股$736.5万6.5万股+513股+0.79%加仓
HHARBOR LONG-TERM GROWERSETFWINN
1.63%1.47%$890.3万27.4万股$713.0万25.7万股+1.7万股+6.63%加仓
B贝莱德ETF信托DYNF
1.63%1.54%$889.3万13.1万股$746.1万12.8万股+2,518股+1.96%加仓
IInnovator ETF信托UMAR
1.57%1.69%$855.8万20.3万股$816.4万20.5万股-2,872股-1.40%减仓
英伟达NVDA
1.56%1.52%$849.3万4.2万股$735.1万4.2万股+296股+0.70%加仓
I景顺自营指数基金BSCR
1.49%1.6%$811.7万41.4万股$773.7万39.4万股+2.0万股+4.96%加仓
IiShares安硕·S&PIVE
1.47%1.71%$802.6万3.5万股$825.6万3.9万股-3,751股-9.59%减仓
DDimensional维度ETF信托DFSV
1.36%1.28%$743.5万19.2万股$618.4万17.6万股+1.5万股+8.60%加仓
C资本集团成长ETFCGGR
1.34%1.21%$730.3万15.5万股$585.9万14.6万股+8,961股+6.15%加仓
TT ROWE PRICE EXCHANGE-TRADEDTEQI
1.21%1.14%$660.3万13.1万股$550.6万12.2万股+8,767股+7.17%加仓
亚马逊AMZN
1.2%1.18%$657.3万2.8万股$570.2万2.7万股+200股+0.73%加仓
IiShares安硕IEMG
1.09%1.29%$593.4万7.2万股$622.7万8.9万股-1.8万股-19.76%减仓
思科CSCO
1.06%0.96%$576.5万4.9万股$464.0万6.0万股-1.1万股-17.94%减仓
伯克希尔哈撒韦BRK.B
0.88%0.94%$479.8万9,589股$455.6万9,508股+81股+0.85%加仓
CCAPITAL NEW GEOGRAPHYCGNG
0.87%0.72%$477.2万12.7万股$347.8万11.0万股+1.7万股+15.63%加仓
IiShares安硕信托EFV
0.84%1.38%$458.9万6.0万股$666.9万9.0万股-3.0万股-33.16%减仓
雪佛龙CVX
0.81%1.18%$440.0万2.7万股$568.5万2.7万股-932股-3.39%减仓
B贝莱德ETF信托BAI
0.78%0.62%$428.7万8.1万股$301.2万9.1万股-1.0万股-11.05%减仓
IiShares安硕信托EFG
0.77%0.63%$418.1万3.4万股$305.0万2.7万股+6,219股+22.71%加仓
WWisdomTree信托DGRW
0.76%0.79%$415.2万4.3万股$382.1万4.3万股-73股-0.17%减仓
卡特彼勒CAT
0.71%0.52%$387.4万3,638股$253.7万3,581股+57股+1.59%加仓
英特尔INTC
0.68%0.26%$371.5万2.7万股$125.5万2.8万股-1,842股-6.47%减仓
北方信托NTRS
0.68%0.62%$371.2万2.1万股$299.9万2.1万股-131股-0.61%减仓
IIBMIBM
0.67%0.66%$365.3万1.3万股$316.9万1.3万股-84股-0.64%减仓
IiShares安硕信托MTUM
0.65%0.59%$356.1万1.0万股$283.0万1.2万股-1,405股-11.91%减仓
埃克森美孚XOM
0.64%0.95%$351.7万2.6万股$457.7万2.7万股-1,251股-4.64%减仓
IIshares Trust Ibonds Dec 2026 Term Treasury EtfIBTG
0.64%0.64%$347.8万15.2万股$310.0万13.5万股+1.7万股+12.31%加仓
IiShares安硕信托IBTI
0.63%0.62%$345.6万15.6万股$300.4万13.5万股+2.1万股+15.81%加仓
IiShares安硕信托IBTH
0.63%0.62%$343.5万15.4万股$297.6万13.3万股+2.1万股+15.73%加仓
IINNOVATOR ETFS TRUST US EQTY BUF SEPBSEP
0.61%0.63%$334.5万6.3万股$305.2万6.3万股-41股-0.06%减仓
强生JNJ
0.6%0.66%$326.6万1.3万股$319.8万1.3万股-223股-1.70%减仓
南方电力SO
0.6%0.67%$325.4万3.4万股$326.2万3.4万股+203股+0.60%加仓
WWEC ENERGY COMIDU
0.57%0.63%$313.3万2.7万股$304.2万2.6万股+556股+2.12%加仓
IiShares安硕信托SGOV
0.57%0.3%$310.1万3.1万股$144.8万1.4万股+1.6万股+114.15%加仓
美国合众银行USB
0.54%0.52%$295.5万4.9万股$253.1万4.9万股+249股+0.51%加仓
B贝莱德ETF信托BLCR
0.52%0.44%$286.0万5.7万股$215.2万5.2万股+4,364股+8.33%加仓
I景顺自营指数基金BSCS
0.52%0.59%$284.7万14.0万股$285.4万14.0万股+43股+0.03%加仓
PHILIP MORRIS INTLPM
0.52%0.53%$283.5万1.6万股$257.6万1.6万股+94股+0.60%加仓
CHUBB LIMITEDCB
0.52%0.57%$282.7万8,298股$273.7万8,399股-101股-1.20%减仓
B贝莱德ETF信托THRO
0.51%0.6%$278.3万6.5万股$291.5万8.0万股-1.6万股-19.80%减仓
实耐宝SNA
0.5%0.52%$275.6万6,849股$251.3万6,918股-69股-1.00%减仓

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