Lantz Financial LLC
NAPERVILLE IL · SEC CIK 0001766883
$4.84亿2026Q1 申报市值
239持仓数
28.9%前十大占比 · 第一大 6.3%
12 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$301.39万
IDEF 新建仓+$220.82万
BLCR 新建仓+$215.20万
EFG 加仓+$210.40万
FDV 加仓+$168.26万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$429.74万
IJUL 清仓-$191.29万
IOCT 清仓-$183.33万
ITA 清仓-$146.93万
NTRS 减仓-$67.15万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -57,087 | -100.0% | -$191.29万 | 清仓 |
| IOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -52,590 | -100.0% | -$183.33万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -6,844 | -100.0% | -$146.93万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -5,184 | -100.0% | -$51.42万 | 清仓 |
| IJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,554 | -100.0% | -$49.01万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,808 | -100.0% | -$44.24万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -9,844 | -100.0% | -$41.05万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -2,877 | -100.0% | -$33.17万 | 清仓 |
| IAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,003 | -100.0% | -$30.85万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,121 | -100.0% | -$27.04万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,068 | -100.0% | -$24.04万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,413 | -100.0% | -$23.94万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -357 | -100.0% | -$23.65万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,275 | -100.0% | -$23.44万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,083 | -100.0% | -$23.09万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -375 | -100.0% | -$21.73万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -614 | -100.0% | -$21.58万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NZF | NUVEEN MUN CR INCOME FD | $12.78万 | 0.03% | 10,495 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.67万 | 0.03% | 13,576 | 82 | 0.6% | $946 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $18.71万 | 0.04% | 16,663 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $20.13万 | 0.04% | 1,161 | 14 | 1.2% | $2,427 | 加仓 |
| ECL | ECOLAB INC | $20.54万 | 0.04% | 772 | -9 | -1.2% | -$2,394 | 减仓 |
| MS | MORGAN STANLEY | $20.70万 | 0.04% | 1,258 | 1,258 | — | $20.70万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.28万 | 0.04% | 1,046 | 1,046 | — | $21.28万 | 新建仓 |
| GSK | GSK PLC | $21.37万 | 0.04% | 3,872 | -4,486 | -53.7% | -$24.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.37万 | 0.04% | 3,004 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $21.63万 | 0.04% | 385 | -1 | -0.3% | -$562 | 减仓 |
| PPL | PPL CORP | $21.90万 | 0.05% | 5,733 | 5,733 | — | $21.90万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.95万 | 0.05% | 5,740 | -164 | -2.8% | -$6,271 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $22.86万 | 0.05% | 1,253 | 99 | 8.6% | $1.81万 | 加仓 |
| IWR | ISHARES TR | $22.89万 | 0.05% | 2,354 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $23.18万 | 0.05% | 13,538 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $23.96万 | 0.05% | 10,665 | 10,665 | — | $23.96万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $24.11万 | 0.05% | 797 | -11 | -1.4% | -$3,327 | 减仓 |
| SHOP | SHOPIFY INC | $24.73万 | 0.05% | 2,085 | 89 | 4.5% | $1.06万 | 加仓 |
| EEMV | ISHARES INC | $24.84万 | 0.05% | 3,837 | -47 | -1.2% | -$3,042 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.96万 | 0.05% | 1,844 | -397 | -17.7% | -$5.37万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $25.51万 | 0.05% | 5,068 | -374 | -6.9% | -$1.88万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $25.84万 | 0.05% | 753 | 6 | 0.8% | $2,059 | 加仓 |
| USMV | ISHARES TR | $26.17万 | 0.05% | 2,822 | -187 | -6.2% | -$1.73万 | 减仓 |
| O | REALTY INCOME CORP | $26.71万 | 0.06% | 4,365 | -1,436 | -24.8% | -$8.79万 | 减仓 |
| IYE | ISHARES TR | $27.16万 | 0.06% | 4,193 | 4,193 | — | $27.16万 | 新建仓 |
| ITOT | ISHARES TR | $27.18万 | 0.06% | 1,908 | 59 | 3.2% | $8,405 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.41万 | 0.06% | 5,656 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $27.68万 | 0.06% | 1,733 | 36 | 2.1% | $5,749 | 加仓 |
| ETN | EATON CORP PLC | $28.94万 | 0.06% | 809 | 33 | 4.3% | $1.18万 | 加仓 |
| ITT | ITT INC | $29.13万 | 0.06% | 1,529 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $29.82万 | 0.06% | 10,271 | -563 | -5.2% | -$1.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.51万 | 0.06% | 9,142 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $31.15万 | 0.06% | 34,647 | -2,500 | -6.7% | -$2.25万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.40万 | 0.06% | 3,341 | 98 | 3.0% | $9,210 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.75万 | 0.07% | 929 | -181 | -16.3% | -$6.19万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.31万 | 0.07% | 2,209 | 363 | 19.7% | $5.31万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $32.75万 | 0.07% | 1,533 | 35 | 2.3% | $7,478 | 加仓 |
| VTV | VANGUARD INDEX FDS | $33.47万 | 0.07% | 1,706 | 258 | 17.8% | $5.06万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $34.00万 | 0.07% | 7,351 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.04万 | 0.07% | 10,200 | 179 | 1.8% | $5,973 | 加仓 |
| ASML | ASML HLDG NV | $34.08万 | 0.07% | 258 | 258 | — | $34.08万 | 新建仓 |
| CVS | CVS HEALTH CORP | $34.39万 | 0.07% | 4,789 | -44 | -0.9% | -$3,160 | 减仓 |
| CINF | CINCINNATI FINL CORP | $34.87万 | 0.07% | 2,216 | 6 | 0.3% | $944 | 加仓 |
| MDT | MEDTRONIC PLC | $35.09万 | 0.07% | 4,050 | 1,874 | 86.1% | $16.24万 | 加仓 |
| APH | AMPHENOL CORP | $35.11万 | 0.07% | 2,779 | -432 | -13.5% | -$5.46万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.14万 | 0.07% | 1,299 | -46 | -3.4% | -$1.24万 | 减仓 |
| MMM | 3M CO | $35.22万 | 0.07% | 2,425 | -16 | -0.7% | -$2,324 | 减仓 |
| UL | UNILEVER PLC | $35.28万 | 0.07% | 6,193 | 1,940 | 45.6% | $11.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.66万 | 0.08% | 9,481 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $37.02万 | 0.08% | 7,891 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $37.31万 | 0.08% | 12,997 | 340 | 2.7% | $9,761 | 加仓 |
| BX | BLACKSTONE INC | $38.11万 | 0.08% | 3,314 | -119 | -3.5% | -$1.37万 | 减仓 |
| GGG | GRACO INC | $38.44万 | 0.08% | 4,541 | -44 | -1.0% | -$3,725 | 减仓 |
| NFLX | NETFLIX INC. | $38.75万 | 0.08% | 4,030 | 570 | 16.5% | $5.48万 | 加仓 |
| XYL | XYLEM INC | $38.89万 | 0.08% | 3,254 | -13 | -0.4% | -$1,554 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.07万 | 0.08% | 2,322 | 2,322 | — | $40.07万 | 新建仓 |
| XEL | XCEL ENERGY INC | $40.11万 | 0.08% | 5,049 | -1,245 | -19.8% | -$9.89万 | 减仓 |
| TFC | TRUIST FINL CORP | $41.16万 | 0.09% | 8,954 | 318 | 3.7% | $1.46万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.64万 | 0.09% | 10,584 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $41.90万 | 0.09% | 5,624 | 50 | 0.9% | $3,725 | 加仓 |
| TGT | TARGET CORP | $42.57万 | 0.09% | 3,512 | -20 | -0.6% | -$2,424 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $42.69万 | 0.09% | 12,025 | -131 | -1.1% | -$4,651 | 减仓 |
| PLD | PROLOGIS INC. | $43.38万 | 0.09% | 3,282 | -231 | -6.6% | -$3.05万 | 减仓 |
| ONB | OLD NATL BANCORP IND | $44.85万 | 0.09% | 20,293 | -9 | -0.0% | -$199 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $45.05万 | 0.09% | 2,080 | 3 | 0.1% | $650 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.76万 | 0.10% | 16,052 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $47.38万 | 0.10% | 4,614 | -164 | -3.4% | -$1.68万 | 减仓 |
| C | CITIGROUP INC | $47.87万 | 0.10% | 4,221 | 66 | 1.6% | $7,485 | 加仓 |
| AON | AON PLC | $48.16万 | 0.10% | 1,492 | -93 | -5.9% | -$3.00万 | 减仓 |
| GLD | SPDR GOLD TR | $48.19万 | 0.10% | 1,120 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $49.01万 | 0.10% | 3,942 | 51 | 1.3% | $6,340 | 加仓 |
| AMCR | AMCOR PLC | $49.02万 | 0.10% | 12,332 | 12,332 | — | $49.02万 | 新建仓 |
| DIS | DISNEY WALT CO | $49.02万 | 0.10% | 5,086 | 1,293 | 34.1% | $12.46万 | 加仓 |
| EXC | EXELON CORP | $49.08万 | 0.10% | 10,012 | 57 | 0.6% | $2,794 | 加仓 |
| SHEL | SHELL PLC | $49.70万 | 0.10% | 5,344 | 296 | 5.9% | $2.75万 | 加仓 |
| TRP | TC ENERGY CORP | $50.86万 | 0.11% | 8,125 | 229 | 2.9% | $1.43万 | 加仓 |
| FE | FIRSTENERGY CORP | $50.98万 | 0.11% | 10,064 | 2,679 | 36.3% | $13.57万 | 加仓 |
| NGG | NATIONAL GRID PLC | $52.37万 | 0.11% | 6,190 | -1,785 | -22.4% | -$15.10万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $52.97万 | 0.11% | 11,333 | -75 | -0.7% | -$3,505 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $53.01万 | 0.11% | 5,495 | 524 | 10.5% | $5.06万 | 加仓 |