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 |
|---|---|---|---|---|---|---|---|---|
| BJUN | INNOVATOR ETFS TRUST | $34.00万 | 0.07% | 7,351 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $33.47万 | 0.07% | 1,706 | 258 | 17.8% | $5.06万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $32.75万 | 0.07% | 1,533 | 35 | 2.3% | $7,478 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.31万 | 0.07% | 2,209 | 363 | 19.7% | $5.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $31.75万 | 0.07% | 929 | -181 | -16.3% | -$6.19万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.40万 | 0.06% | 3,341 | 98 | 3.0% | $9,210 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $31.15万 | 0.06% | 34,647 | -2,500 | -6.7% | -$2.25万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $30.51万 | 0.06% | 9,142 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $29.82万 | 0.06% | 10,271 | -563 | -5.2% | -$1.63万 | 减仓 |
| ITT | ITT INC | $29.13万 | 0.06% | 1,529 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $28.94万 | 0.06% | 809 | 33 | 4.3% | $1.18万 | 加仓 |
| TJX | TJX COS INC NEW | $27.68万 | 0.06% | 1,733 | 36 | 2.1% | $5,749 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $27.41万 | 0.06% | 5,656 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $27.18万 | 0.06% | 1,908 | 59 | 3.2% | $8,405 | 加仓 |
| IYE | ISHARES TR | $27.16万 | 0.06% | 4,193 | 4,193 | — | $27.16万 | 新建仓 |
| O | REALTY INCOME CORP | $26.71万 | 0.06% | 4,365 | -1,436 | -24.8% | -$8.79万 | 减仓 |
| USMV | ISHARES TR | $26.17万 | 0.05% | 2,822 | -187 | -6.2% | -$1.73万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $25.84万 | 0.05% | 753 | 6 | 0.8% | $2,059 | 加仓 |
| MEAR | ISHARES U S ETF TR | $25.51万 | 0.05% | 5,068 | -374 | -6.9% | -$1.88万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $24.96万 | 0.05% | 1,844 | -397 | -17.7% | -$5.37万 | 减仓 |
| EEMV | ISHARES INC | $24.84万 | 0.05% | 3,837 | -47 | -1.2% | -$3,042 | 减仓 |
| SHOP | SHOPIFY INC | $24.73万 | 0.05% | 2,085 | 89 | 4.5% | $1.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.11万 | 0.05% | 797 | -11 | -1.4% | -$3,327 | 减仓 |
| KIM | KIMCO REALTY CORP | $23.96万 | 0.05% | 10,665 | 10,665 | — | $23.96万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $23.18万 | 0.05% | 13,538 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $22.89万 | 0.05% | 2,354 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $22.86万 | 0.05% | 1,253 | 99 | 8.6% | $1.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.95万 | 0.05% | 5,740 | -164 | -2.8% | -$6,271 | 减仓 |
| PPL | PPL CORP | $21.90万 | 0.05% | 5,733 | 5,733 | — | $21.90万 | 新建仓 |
| IDXX | IDEXX LABS INC | $21.63万 | 0.04% | 385 | -1 | -0.3% | -$562 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.37万 | 0.04% | 3,004 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $21.37万 | 0.04% | 3,872 | -4,486 | -53.7% | -$24.76万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.28万 | 0.04% | 1,046 | 1,046 | — | $21.28万 | 新建仓 |
| MS | MORGAN STANLEY | $20.70万 | 0.04% | 1,258 | 1,258 | — | $20.70万 | 新建仓 |
| ECL | ECOLAB INC | $20.54万 | 0.04% | 772 | -9 | -1.2% | -$2,394 | 减仓 |
| THG | HANOVER INS GROUP INC | $20.13万 | 0.04% | 1,161 | 14 | 1.2% | $2,427 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $18.71万 | 0.04% | 16,663 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $15.67万 | 0.03% | 13,576 | 82 | 0.6% | $946 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $12.78万 | 0.03% | 10,495 | 0 | 0.0% | — | 不变 |
| 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 |