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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $132.54万 | 0.27% | 47,201 | 819 | 1.8% | $2.30万 | 加仓 |
| INTC | INTEL CORP | $125.54万 | 0.26% | 28,449 | 1,268 | 4.7% | $5.60万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $125.37万 | 0.26% | 25,666 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $125.17万 | 0.26% | 1,434 | -36 | -2.4% | -$3.14万 | 减仓 |
| CLX | CLOROX CO DEL | $122.89万 | 0.25% | 11,859 | 2,022 | 20.6% | $20.95万 | 加仓 |
| NVS | NOVARTIS AG | $120.67万 | 0.25% | 7,900 | 1,358 | 20.8% | $20.74万 | 加仓 |
| V | VISA INC | $120.43万 | 0.25% | 3,984 | -39 | -1.0% | -$1.18万 | 减仓 |
| IBMQ | ISHARES TR | $120.41万 | 0.25% | 47,164 | 3,916 | 9.1% | $10.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $120.09万 | 0.25% | 15,085 | 104 | 0.7% | $8,279 | 加仓 |
| AVGO | BROADCOM INC | $115.09万 | 0.24% | 3,718 | -70 | -1.8% | -$2.17万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.82万 | 0.24% | 22,872 | 3,643 | 18.9% | $18.29万 | 加仓 |
| IWD | ISHARES TR | $113.39万 | 0.23% | 5,307 | -2,652 | -33.3% | -$56.67万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $110.11万 | 0.23% | 22,946 | -65 | -0.3% | -$3,119 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $109.08万 | 0.23% | 22,725 | 6,197 | 37.5% | $29.75万 | 加仓 |
| META | META PLATFORMS INC | $108.49万 | 0.22% | 1,896 | 37 | 2.0% | $2.12万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $103.56万 | 0.21% | 10,577 | 0 | 0.0% | — | 不变 |
| IBMP | ISHARES TR | $102.45万 | 0.21% | 40,272 | 4,502 | 12.6% | $11.45万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $101.28万 | 0.21% | 3,627 | -39 | -1.1% | -$1.09万 | 减仓 |
| IAU | ISHARES GOLD TR | $100.47万 | 0.21% | 11,396 | -5,130 | -31.0% | -$45.23万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $100.32万 | 0.21% | 55,671 | -1,398 | -2.4% | -$2.52万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $96.59万 | 0.20% | 26,609 | 26,609 | — | $96.59万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $93.68万 | 0.19% | 7,154 | 185 | 2.7% | $2.42万 | 加仓 |
| BAC | BANK AMERICA CORP | $93.37万 | 0.19% | 19,153 | 121 | 0.6% | $5,899 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $92.81万 | 0.19% | 18,948 | 445 | 2.4% | $2.18万 | 加仓 |
| OEF | ISHARES TR | $89.41万 | 0.18% | 2,811 | -13,511 | -82.8% | -$429.74万 | 减仓 |
| WM | WASTE MGMT INC DEL | $87.82万 | 0.18% | 3,822 | 26 | 0.7% | $5,974 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $87.59万 | 0.18% | 25,454 | 10,583 | 71.2% | $36.42万 | 加仓 |
| ENB | ENBRIDGE INC | $85.56万 | 0.18% | 15,804 | 770 | 5.1% | $4.17万 | 加仓 |
| BMAY | INNOVATOR ETFS TRUST | $85.30万 | 0.18% | 19,010 | -26 | -0.1% | -$1,167 | 减仓 |
| MA | MASTERCARD INCORPORATED | $85.19万 | 0.18% | 1,705 | -49 | -2.8% | -$2.45万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $79.26万 | 0.16% | 14,008 | -133 | -0.9% | -$7,525 | 减仓 |
| TSLA | TESLA INC | $79.11万 | 0.16% | 2,128 | 60 | 2.9% | $2.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $78.64万 | 0.16% | 5,445 | 50 | 0.9% | $7,222 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $77.82万 | 0.16% | 12,832 | 796 | 6.6% | $4.83万 | 加仓 |
| T | AT&T INC | $77.63万 | 0.16% | 26,778 | 1,207 | 4.7% | $3.50万 | 加仓 |
| PEP | PEPSICO INC | $77.30万 | 0.16% | 4,978 | -62 | -1.2% | -$9,628 | 减仓 |
| BA | BOEING CO | $76.94万 | 0.16% | 3,866 | 164 | 4.4% | $3.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $74.17万 | 0.15% | 1,285 | -121 | -8.6% | -$6.98万 | 减仓 |
| DEO | DIAGEO PLC | $73.97万 | 0.15% | 9,936 | -1,896 | -16.0% | -$14.12万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $73.17万 | 0.15% | 18,838 | 10,016 | 113.5% | $38.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $73.11万 | 0.15% | 23,971 | 361 | 1.5% | $1.10万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $73.03万 | 0.15% | 816 | 52 | 6.8% | $4.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $72.99万 | 0.15% | 2,160 | 1,394 | 182.0% | $47.10万 | 加仓 |
| RTX | RTX CORPORATION | $70.78万 | 0.15% | 3,669 | 96 | 2.7% | $1.85万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $69.88万 | 0.14% | 4,208 | 246 | 6.2% | $4.09万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $69.05万 | 0.14% | 11,810 | 1,420 | 13.7% | $8.30万 | 加仓 |
| AMGN | AMGEN INC | $68.14万 | 0.14% | 1,937 | -380 | -16.4% | -$13.37万 | 减仓 |
| GLW | CORNING INC | $67.86万 | 0.14% | 4,991 | 36 | 0.7% | $4,895 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.22万 | 0.14% | 665 | 28 | 4.4% | $2.79万 | 加仓 |
| IYW | ISHARES TR | $65.66万 | 0.14% | 3,619 | -251 | -6.5% | -$4.55万 | 减仓 |
| KO | COCA COLA CO | $64.63万 | 0.13% | 8,499 | 4 | 0.0% | $304 | 加仓 |
| EFAV | ISHARES TR | $64.33万 | 0.13% | 7,041 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $63.68万 | 0.13% | 17,087 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $63.55万 | 0.13% | 13,190 | 2,886 | 28.0% | $13.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $58.17万 | 0.12% | 12,742 | -448 | -3.4% | -$2.05万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.02万 | 0.12% | 2,692 | 109 | 4.2% | $2.27万 | 加仓 |
| ESGU | ISHARES TR | $54.63万 | 0.11% | 3,863 | 123 | 3.3% | $1.74万 | 加仓 |
| DE | DEERE & CO | $54.59万 | 0.11% | 969 | 23 | 2.4% | $1.30万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $53.18万 | 0.11% | 1,225 | 19 | 1.6% | $8,248 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $53.01万 | 0.11% | 5,495 | 524 | 10.5% | $5.06万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $52.97万 | 0.11% | 11,333 | -75 | -0.7% | -$3,505 | 减仓 |
| NGG | NATIONAL GRID PLC | $52.37万 | 0.11% | 6,190 | -1,785 | -22.4% | -$15.10万 | 减仓 |
| FE | FIRSTENERGY CORP | $50.98万 | 0.11% | 10,064 | 2,679 | 36.3% | $13.57万 | 加仓 |
| TRP | TC ENERGY CORP | $50.86万 | 0.11% | 8,125 | 229 | 2.9% | $1.43万 | 加仓 |
| SHEL | SHELL PLC | $49.70万 | 0.10% | 5,344 | 296 | 5.9% | $2.75万 | 加仓 |
| EXC | EXELON CORP | $49.08万 | 0.10% | 10,012 | 57 | 0.6% | $2,794 | 加仓 |
| DIS | DISNEY WALT CO | $49.02万 | 0.10% | 5,086 | 1,293 | 34.1% | $12.46万 | 加仓 |
| AMCR | AMCOR PLC | $49.02万 | 0.10% | 12,332 | 12,332 | — | $49.02万 | 新建仓 |
| IJR | ISHARES TR | $49.01万 | 0.10% | 3,942 | 51 | 1.3% | $6,340 | 加仓 |
| GLD | SPDR GOLD TR | $48.19万 | 0.10% | 1,120 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $48.16万 | 0.10% | 1,492 | -93 | -5.9% | -$3.00万 | 减仓 |
| C | CITIGROUP INC | $47.87万 | 0.10% | 4,221 | 66 | 1.6% | $7,485 | 加仓 |
| ABT | ABBOTT LABORATORIES | $47.38万 | 0.10% | 4,614 | -164 | -3.4% | -$1.68万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $46.76万 | 0.10% | 16,052 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $45.05万 | 0.09% | 2,080 | 3 | 0.1% | $650 | 加仓 |
| ONB | OLD NATL BANCORP IND | $44.85万 | 0.09% | 20,293 | -9 | -0.0% | -$199 | 减仓 |
| PLD | PROLOGIS INC. | $43.38万 | 0.09% | 3,282 | -231 | -6.6% | -$3.05万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $42.69万 | 0.09% | 12,025 | -131 | -1.1% | -$4,651 | 减仓 |
| TGT | TARGET CORP | $42.57万 | 0.09% | 3,512 | -20 | -0.6% | -$2,424 | 减仓 |
| GM | GENERAL MTRS CO | $41.90万 | 0.09% | 5,624 | 50 | 0.9% | $3,725 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.64万 | 0.09% | 10,584 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $41.16万 | 0.09% | 8,954 | 318 | 3.7% | $1.46万 | 加仓 |
| XEL | XCEL ENERGY INC | $40.11万 | 0.08% | 5,049 | -1,245 | -19.8% | -$9.89万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $40.07万 | 0.08% | 2,322 | 2,322 | — | $40.07万 | 新建仓 |
| XYL | XYLEM INC | $38.89万 | 0.08% | 3,254 | -13 | -0.4% | -$1,554 | 减仓 |
| NFLX | NETFLIX INC. | $38.75万 | 0.08% | 4,030 | 570 | 16.5% | $5.48万 | 加仓 |
| GGG | GRACO INC | $38.44万 | 0.08% | 4,541 | -44 | -1.0% | -$3,725 | 减仓 |
| BX | BLACKSTONE INC | $38.11万 | 0.08% | 3,314 | -119 | -3.5% | -$1.37万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $37.31万 | 0.08% | 12,997 | 340 | 2.7% | $9,761 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $37.02万 | 0.08% | 7,891 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $36.66万 | 0.08% | 9,481 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $35.28万 | 0.07% | 6,193 | 1,940 | 45.6% | $11.05万 | 加仓 |
| MMM | 3M CO | $35.22万 | 0.07% | 2,425 | -16 | -0.7% | -$2,324 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.14万 | 0.07% | 1,299 | -46 | -3.4% | -$1.24万 | 减仓 |
| APH | AMPHENOL CORP | $35.11万 | 0.07% | 2,779 | -432 | -13.5% | -$5.46万 | 减仓 |
| MDT | MEDTRONIC PLC | $35.09万 | 0.07% | 4,050 | 1,874 | 86.1% | $16.24万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $34.87万 | 0.07% | 2,216 | 6 | 0.3% | $944 | 加仓 |
| CVS | CVS HEALTH CORP | $34.39万 | 0.07% | 4,789 | -44 | -0.9% | -$3,160 | 减仓 |
| ASML | ASML HLDG NV | $34.08万 | 0.07% | 258 | 258 | — | $34.08万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $34.04万 | 0.07% | 10,200 | 179 | 1.8% | $5,973 | 加仓 |