Lantz Financial LLC
NAPERVILLE IL · SEC CIK 0001766883
$5.46亿2026Q2 申报市值
259持仓数
30.0%前十大占比 · 第一大 7.8%
20 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$721.18万
CORO 新建仓+$224.99万
SWK 新建仓+$200.63万
SGOV 加仓+$165.32万
CGXU 加仓+$139.96万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$297.48万
EFV 减仓-$227.71万
HONEYWELL INTL I 清仓-$214.07万
IEMG 减仓-$146.17万
ADI 减仓-$140.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $131.31万 | 0.24% | 4,858 | -111 | -2.2% | -$3.00万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $129.49万 | 0.24% | 7,769 | -15 | -0.2% | -$2,500 | 减仓 |
| NEE | NEXTERA ENERGY INC | $129.23万 | 0.24% | 14,724 | -325 | -2.2% | -$2.85万 | 减仓 |
| GLW | CORNING INC | $128.31万 | 0.23% | 5,023 | 32 | 0.6% | $8,174 | 加仓 |
| IBMQ | ISHARES TR | $126.13万 | 0.23% | 49,307 | 2,143 | 4.5% | $5.48万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $125.86万 | 0.23% | 10,577 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $125.73万 | 0.23% | 9,181 | 374 | 4.2% | $5.12万 | 加仓 |
| WFC | WELLS FARGO & CO | $123.24万 | 0.23% | 14,912 | -173 | -1.1% | -$1.43万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $121.93万 | 0.22% | 22,894 | 3,946 | 20.8% | $21.02万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $121.41万 | 0.22% | 22,899 | -47 | -0.2% | -$2,492 | 减仓 |
| NVS | NOVARTIS AG | $119.04万 | 0.22% | 7,596 | -304 | -3.8% | -$4.76万 | 减仓 |
| WMT | WALMART INC | $118.15万 | 0.22% | 10,431 | -436 | -4.0% | -$4.94万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $117.28万 | 0.21% | 22,044 | -681 | -3.0% | -$3.62万 | 减仓 |
| CME | CME GROUP INC | $116.83万 | 0.21% | 5,291 | -28 | -0.5% | -$6,183 | 减仓 |
| — | INNOVATOR ETFS TRUST | $113.77万 | 0.21% | 29,938 | 29,938 | — | $113.77万 | 新建仓 |
| PFE | PFIZER INC | $112.57万 | 0.21% | 46,747 | -454 | -1.0% | -$1.09万 | 减仓 |
| BP | BP PLC | $111.70万 | 0.20% | 30,230 | 332 | 1.1% | $1.23万 | 加仓 |
| BAC | BANK OF AMER CORP | $109.78万 | 0.20% | 19,267 | 114 | 0.6% | $6,496 | 加仓 |
| IBMP | ISHARES TR | $107.66万 | 0.20% | 42,353 | 2,081 | 5.2% | $5.29万 | 加仓 |
| META | META PLATFORMS INC | $105.46万 | 0.19% | 1,872 | -24 | -1.3% | -$1.35万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $105.41万 | 0.19% | 24,896 | 2,024 | 8.8% | $8.57万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $104.48万 | 0.19% | 56,382 | 711 | 1.3% | $1.32万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $104.43万 | 0.19% | 8,392 | -508 | -5.7% | -$6.32万 | 减仓 |
| TTE | TOTALENERGIES SE | $104.12万 | 0.19% | 13,390 | -1,462 | -9.8% | -$11.37万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $102.24万 | 0.19% | 26,454 | -155 | -0.6% | -$5,991 | 减仓 |
| DOW | DOW HLDGS INC | $101.95万 | 0.19% | 37,264 | -15 | -0.0% | -$410 | 减仓 |
| OEF | ISHARES TR | $99.88万 | 0.18% | 2,730 | -81 | -2.9% | -$2.96万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $94.20万 | 0.17% | 7,442 | 288 | 4.0% | $3.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.09万 | 0.17% | 1,237 | -48 | -3.7% | -$3.53万 | 减仓 |
| IYW | ISHARES TR | $88.18万 | 0.16% | 3,496 | -123 | -3.4% | -$3.10万 | 减仓 |
| ENB | ENBRIDGE INC | $87.82万 | 0.16% | 16,200 | 396 | 2.5% | $2.15万 | 加仓 |
| TSLA | TESLA INC | $87.40万 | 0.16% | 2,078 | -50 | -2.3% | -$2.10万 | 减仓 |
| IAU | ISHARES GOLD TR | $86.62万 | 0.16% | 11,471 | 75 | 0.7% | $5,663 | 加仓 |
| SPYV | SPDR SERIES TRUST | $85.11万 | 0.16% | 14,000 | -8 | -0.1% | -$486 | 减仓 |
| MA | MASTERCARD INCORPORATED | $85.04万 | 0.16% | 1,656 | -49 | -2.9% | -$2.52万 | 减仓 |
| WM | WASTE MGMT INC DEL | $84.97万 | 0.16% | 3,813 | -9 | -0.2% | -$2,006 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $84.12万 | 0.15% | 3,387 | -240 | -6.6% | -$5.96万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $83.44万 | 0.15% | 23,971 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $79.60万 | 0.15% | 3,677 | -189 | -4.9% | -$4.09万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $79.08万 | 0.14% | 4,199 | -9 | -0.2% | -$1,695 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $78.67万 | 0.14% | 804 | -12 | -1.5% | -$1.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.60万 | 0.14% | 5,360 | -85 | -1.6% | -$1.25万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $75.71万 | 0.14% | 18,165 | -673 | -3.6% | -$2.81万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $73.94万 | 0.14% | 12,833 | 1 | 0.0% | $58 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $71.81万 | 0.13% | 11,628 | -182 | -1.5% | -$1.12万 | 减仓 |
| RTX | RTX CORPORATION | $71.08万 | 0.13% | 3,747 | 78 | 2.1% | $1.48万 | 加仓 |
| AMGN | AMGEN INC | $69.99万 | 0.13% | 1,933 | -4 | -0.2% | -$1,448 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.42万 | 0.13% | 17,036 | -51 | -0.3% | -$2,048 | 减仓 |
| LRCX | LAM RESEARCH CORP | $68.16万 | 0.12% | 1,573 | 40 | 2.6% | $1.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $65.90万 | 0.12% | 20,772 | 20,772 | — | $65.90万 | 新建仓 |
| PEP | PEPSICO INC | $65.18万 | 0.12% | 4,814 | -164 | -3.3% | -$2.22万 | 减仓 |
| ESGU | ISHARES TR | $64.65万 | 0.12% | 3,950 | 87 | 2.3% | $1.42万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $64.49万 | 0.12% | 5,875 | 380 | 6.9% | $4.17万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $64.20万 | 0.12% | 12,741 | -1 | -0.0% | -$50 | 减仓 |
| DE | DEERE & CO | $62.57万 | 0.11% | 986 | 17 | 1.8% | $1.08万 | 加仓 |
| EFAV | ISHARES TR | $62.23万 | 0.11% | 7,095 | 54 | 0.8% | $4,736 | 加仓 |
| AMAT | APPLIED MATLS INC | $62.03万 | 0.11% | 858 | -71 | -7.6% | -$5.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $61.90万 | 0.11% | 662 | -3 | -0.5% | -$2,805 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.94万 | 0.11% | 1,049 | 3 | 0.3% | $1,743 | 加仓 |
| SNY | SANOFI SA | $60.91万 | 0.11% | 14,278 | 1,088 | 8.2% | $4.64万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.49万 | 0.11% | 1,431 | 132 | 10.2% | $5.49万 | 加仓 |
| IJR | ISHARES TR | $58.47万 | 0.11% | 3,942 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $57.15万 | 0.10% | 6,896 | 706 | 11.4% | $5.85万 | 加仓 |
| C | CITIGROUP INC | $57.14万 | 0.10% | 4,082 | -139 | -3.3% | -$1.95万 | 减仓 |
| MDT | MEDTRONIC PLC | $56.85万 | 0.10% | 7,267 | 3,217 | 79.4% | $25.17万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $56.51万 | 0.10% | 2,295 | -397 | -14.7% | -$9.77万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $55.71万 | 0.10% | 15,865 | 6,723 | 73.5% | $23.61万 | 加仓 |
| TRP | TC ENERGY CORP | $55.57万 | 0.10% | 8,383 | 258 | 3.2% | $1.71万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $54.53万 | 0.10% | 11,333 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $54.49万 | 0.10% | 12,570 | 238 | 1.9% | $1.03万 | 加仓 |
| KO | COCA COLA CO | $54.43万 | 0.10% | 6,697 | -1,802 | -21.2% | -$14.65万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $54.32万 | 0.10% | 16,052 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $53.90万 | 0.10% | 26,040 | -738 | -2.8% | -$1.53万 | 减仓 |
| ASML | ASML HLDG NV | $53.12万 | 0.10% | 267 | 9 | 3.5% | $1.79万 | 加仓 |
| DIS | DISNEY WALT CO | $53.02万 | 0.10% | 5,508 | 422 | 8.3% | $4.06万 | 加仓 |
| FE | FIRSTENERGY CORP | $52.92万 | 0.10% | 11,132 | 1,068 | 10.6% | $5.08万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $52.56万 | 0.10% | 20,292 | -1 | -0.0% | -$26 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $50.51万 | 0.09% | 1,216 | -9 | -0.7% | -$3,738 | 减仓 |
| CVS | CVS HEALTH CORP | $50.42万 | 0.09% | 4,874 | 85 | 1.8% | $8,793 | 加仓 |
| AON | AON PLC | $49.75万 | 0.09% | 1,500 | 8 | 0.5% | $2,654 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $48.23万 | 0.09% | 2,101 | 21 | 1.0% | $4,821 | 加仓 |
| EXC | EXELON CORP | $46.89万 | 0.09% | 10,057 | 45 | 0.4% | $2,098 | 加仓 |
| PLD | PROLOGIS INC. | $46.20万 | 0.08% | 3,410 | 128 | 3.9% | $1.73万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $46.11万 | 0.08% | 10,893 | 693 | 6.8% | $2.93万 | 加仓 |
| TGT | TARGET CORP | $46.05万 | 0.08% | 3,526 | 14 | 0.4% | $1,829 | 加仓 |
| — | INNOVATOR ETFS TRUST | $44.33万 | 0.08% | 10,533 | -51 | -0.5% | -$2,146 | 减仓 |
| APH | AMPHENOL CORP | $44.27万 | 0.08% | 2,511 | -268 | -9.6% | -$4.73万 | 减仓 |
| DEO | DIAGEO PLC | $44.18万 | 0.08% | 5,496 | -4,440 | -44.7% | -$35.69万 | 减仓 |
| GM | GENERAL MTRS CO | $43.94万 | 0.08% | 5,700 | 76 | 1.4% | $5,858 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $42.50万 | 0.08% | 12,022 | -3 | -0.0% | -$106 | 减仓 |
| GLD | SPDR GOLD TR | $41.26万 | 0.08% | 1,120 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $41.09万 | 0.08% | 8,441 | 1,090 | 14.8% | $5.31万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $40.90万 | 0.07% | 2,209 | -7 | -0.3% | -$1,296 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $40.86万 | 0.07% | 7,891 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $40.31万 | 0.07% | 5,199 | -145 | -2.7% | -$1.12万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $39.40万 | 0.07% | 2,409 | 87 | 3.7% | $1.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $38.97万 | 0.07% | 9,430 | -51 | -0.5% | -$2,108 | 减仓 |
| MMM | 3M CO | $38.92万 | 0.07% | 2,404 | -21 | -0.9% | -$3,400 | 减仓 |
| BX | BLACKSTONE INC | $38.71万 | 0.07% | 3,290 | -24 | -0.7% | -$2,824 | 减仓 |
| ABT | ABBOTT LABORATORIES | $38.44万 | 0.07% | 4,237 | -377 | -8.2% | -$3.42万 | 减仓 |