13F 机构持仓

Lebenthal Global Advisors, LLC

Hauppauge NY · SEC CIK 0001845766

2026Q22026Q1 更早 9 个季度 🔒
$7.41亿2026Q2 申报市值
204持仓数
40.9%前十大占比 · 第一大 7.4%
31 / 19新建仓 / 清仓
申报市值走势$7.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ONEQ 7.4%
SPY 5.4%
GSIE 4.9%
JEPQ 4.4%
VTV 4.3%
VCIT 3.7%
JMUB 3.6%
AOR 3.0%
MMIT 2.2%
AAPL 2.1%

2026Q2 买入最多 按季末市值估算

GSIE 加仓+$1,271.32万
FBND 加仓+$953.11万
JMUB 加仓+$718.60万
ICSH 新建仓+$583.07万
PRFZ 新建仓+$555.19万

2026Q2 卖出最多 按季末市值估算

JEPI 减仓-$2,989.02万
SPY 减仓-$1,716.45万
IWF 减仓-$1,212.86万
VONG 减仓-$961.37万
IVOO 减仓-$411.34万

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
IJH ISHARES TR $785.79万1.06%101,905 -44,108-30.2% -$340.12万 减仓
AMAT APPLIED MATLS INC $815.25万1.10%11,276 -124-1.1% -$8.97万 减仓
SJNK SPDR SERIES TRUST $873.15万1.18%348,842 34,53711.0% $86.45万 加仓
VONG VANGUARD SCOTTSDALE FDS $908.06万1.22%71,047 -75,218-51.4% -$961.37万 减仓
VYMI VANGUARD WHITEHALL FDS $918.14万1.24%93,497 3,0793.4% $30.24万 加仓
VYM VANGUARD WHITEHALL FDS $967.57万1.30%61,227 9751.6% $15.41万 加仓
IWF ISHARES TR $1,041.26万1.40%83,858 -97,678-53.8% -$1,212.86万 减仓
NVDA NVIDIA CORPORATION $1,066.63万1.44%53,307 -3,300-5.8% -$66.03万 减仓
XLV SELECT SECTOR SPDR TR $1,067.55万1.44%67,285 -67-0.1% -$1.06万 减仓
VTI VANGUARD INDEX FDS $1,213.20万1.64%32,786 -9,322-22.1% -$344.95万 减仓
XLF SELECT SECTOR SPDR TR $1,384.80万1.87%258,311 -1,392-0.5% -$7.46万 减仓
FBND FIDELITY MERRIMACK STR TR $1,389.25万1.87%305,396 209,520218.5% $953.11万 加仓
ONEY SPDR SERIES TRUST $1,454.66万1.96%113,557 -2,009-1.7% -$25.74万 减仓
AAPL APPLE INC $1,545.98万2.09%53,428 8491.6% $24.57万 加仓
MMIT NEW YORK LIFE INVTS ACTIVE E $1,616.39万2.18%663,814 -35,734-5.1% -$87.01万 减仓
AOR ISHARES TR $2,254.85万3.04%324,439 4,4551.4% $30.96万 加仓
JMUB J P MORGAN EXCHANGE TRADED F $2,637.82万3.56%520,742 141,86137.4% $718.60万 加仓
VCIT VANGUARD SCOTTSDALE FDS $2,728.27万3.68%330,099 15,3064.9% $126.50万 加仓
VTV VANGUARD INDEX FDS $3,176.39万4.28%145,753 4310.3% $9.39万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $3,232.63万4.36%525,973 2,6950.5% $16.56万 加仓
GSIE GOLDMAN SACHS ETF TR $3,631.59万4.90%794,660 278,18853.9% $1,271.32万 加仓
SPY STATE STR SPDR S&P 500 ETF T $4,030.46万5.44%53,972 -22,985-29.9% -$1,716.45万 减仓
ONEQ FIDELITY COMWLTH TR $5,487.75万7.40%531,655 -12,647-2.3% -$130.54万 减仓