Lebenthal Global Advisors, LLC
Hauppauge NY · SEC CIK 0001845766
$6.88亿2026Q1 申报市值
192持仓数
43.3%前十大占比 · 第一大 7.3%
23 / 15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
MMIT 加仓+$1,580.85万
XLF 新建仓+$1,282.15万
AOR 加仓+$615.08万
IEMG 新建仓+$541.11万
VYM 加仓+$416.92万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$675.60万
VCIT 减仓-$477.95万
SJNK 减仓-$432.17万
JMUB 减仓-$430.33万
FBND 减仓-$385.30万
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 |
|---|---|---|---|---|---|---|---|---|
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -10,316 | -100.0% | -$190.34万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,579 | -100.0% | -$146.48万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -6,640 | -100.0% | -$122.07万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -9,161 | -100.0% | -$121.35万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -6,035 | -100.0% | -$119.47万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -4,256 | -100.0% | -$110.13万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -20,857 | -100.0% | -$104.03万 | 清仓 |
| XBIL | RBB FD INC | $0 | 0.00% | 0 | -18,036 | -100.0% | -$90.31万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -12,503 | -100.0% | -$83.10万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -6,412 | -100.0% | -$54.86万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -2,433 | -100.0% | -$45.76万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,855 | -100.0% | -$34.18万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,474 | -100.0% | -$22.58万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$9.99万 | 清仓 |
| ABBV | ABBVIE INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$4.57万 | 清仓 |
| MSFT | MICROSOFT CORP 看涨期权 | $3.70万 | 0.01% | 100 | 100 | — | $3.70万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $4.86万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $5.02万 | 0.01% | 800 | 600 | 300.0% | $3.77万 | 加仓 |
| CRSR | CORSAIR GAMING INC | $9.88万 | 0.01% | 17,793 | -3,334 | -15.8% | -$1.85万 | 减仓 |
| ACWV | ISHARES INC | $20.65万 | 0.03% | 1,728 | -161 | -8.5% | -$1.92万 | 减仓 |
| VLO | VALERO ENERGY CORP | $20.73万 | 0.03% | 839 | 839 | — | $20.73万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.35万 | 0.03% | 1,631 | -108 | -6.2% | -$1.41万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.13万 | 0.03% | 1,088 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $22.22万 | 0.03% | 666 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $23.72万 | 0.03% | 3,694 | -4,674 | -55.9% | -$30.02万 | 减仓 |
| TPR | TAPESTRY INC | $26.53万 | 0.04% | 1,880 | -96 | -4.9% | -$1.35万 | 减仓 |
| ADBE | ADOBE INC | $26.84万 | 0.04% | 1,104 | -471 | -29.9% | -$11.45万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $27.17万 | 0.04% | 1,640 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $28.23万 | 0.04% | 968 | 74 | 8.3% | $2.16万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $29.60万 | 0.04% | 2,640 | -75 | -2.8% | -$8,408 | 减仓 |
| VOO | VANGUARD INDEX FDS | $30.13万 | 0.04% | 504 | -32 | -6.0% | -$1.91万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $31.00万 | 0.05% | 1,329 | -317 | -19.3% | -$7.40万 | 减仓 |
| IWD | ISHARES TR | $31.52万 | 0.05% | 1,475 | 239 | 19.3% | $5.11万 | 加仓 |
| GLPI | GAMING & LEISURE P | $32.76万 | 0.05% | 7,383 | -1,473 | -16.6% | -$6.54万 | 减仓 |
| USB | US BANCORP | $33.46万 | 0.05% | 6,434 | 6,434 | — | $33.46万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $33.60万 | 0.05% | 1,105 | 1,105 | — | $33.60万 | 新建仓 |
| GPC | GENUINE PARTS CO | $35.88万 | 0.05% | 3,393 | -437 | -11.4% | -$4.62万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $36.26万 | 0.05% | 830 | 59 | 7.7% | $2.58万 | 加仓 |
| GLD | SPDR GOLD TR | $36.79万 | 0.05% | 855 | 1 | 0.1% | $430 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $37.28万 | 0.05% | 3,950 | -300 | -7.1% | -$2.83万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $37.37万 | 0.05% | 10,046 | 10,046 | — | $37.37万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.47万 | 0.06% | 2,935 | 11 | 0.4% | $1,442 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $38.80万 | 0.06% | 3,500 | -674 | -16.1% | -$7.47万 | 减仓 |
| BHC | BAUSCH HEALTH COS INC | $39.40万 | 0.06% | 72,956 | -7,766 | -9.6% | -$4.19万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $43.43万 | 0.06% | 562 | -79 | -12.3% | -$6.10万 | 减仓 |
| T | AT&T INC | $44.35万 | 0.06% | 15,300 | -534 | -3.4% | -$1.55万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $45.02万 | 0.07% | 6,713 | -10,240 | -60.4% | -$68.68万 | 减仓 |
| HD | HOME DEPOT INC | $46.20万 | 0.07% | 1,404 | -385 | -21.5% | -$12.67万 | 减仓 |
| DASH | DOORDASH INC | $47.93万 | 0.07% | 3,192 | 584 | 22.4% | $8.77万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $49.77万 | 0.07% | 1,986 | -17 | -0.8% | -$4,260 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $51.86万 | 0.08% | 10,479 | 10,479 | — | $51.86万 | 新建仓 |
| INGR | INGREDION INC | $52.01万 | 0.08% | 4,616 | -786 | -14.6% | -$8.86万 | 减仓 |
| SLB | SLB LIMITED | $52.55万 | 0.08% | 10,227 | -1,381 | -11.9% | -$7.10万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $52.84万 | 0.08% | 2,540 | -35 | -1.4% | -$7,282 | 减仓 |
| GOOG | ALPHABET INC | $53.13万 | 0.08% | 1,852 | -383 | -17.1% | -$10.99万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $54.08万 | 0.08% | 5,040 | 689 | 15.8% | $7.39万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $54.12万 | 0.08% | 11,816 | 857 | 7.8% | $3.93万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $54.32万 | 0.08% | 2,977 | -290 | -8.9% | -$5.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.05万 | 0.08% | 11,365 | -19,192 | -62.8% | -$96.34万 | 减仓 |
| DG | DOLLAR GEN CORP | $58.70万 | 0.09% | 4,944 | -999 | -16.8% | -$11.86万 | 减仓 |
| STT | STATE STR CORP | $59.20万 | 0.09% | 4,678 | 4,678 | — | $59.20万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $60.01万 | 0.09% | 4,796 | 3,132 | 188.2% | $39.19万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $62.14万 | 0.09% | 3,364 | 3,364 | — | $62.14万 | 新建仓 |
| CCL | CARNIVAL CORP | $64.05万 | 0.09% | 24,750 | 5,733 | 30.1% | $14.84万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $65.42万 | 0.10% | 11,130 | -4,317 | -27.9% | -$25.38万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $67.69万 | 0.10% | 13,452 | -1,959 | -12.7% | -$9.86万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $67.72万 | 0.10% | 14,115 | -699 | -4.7% | -$3.35万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $69.60万 | 0.10% | 13,951 | -289 | -2.0% | -$1.44万 | 减仓 |
| ARKK | ARK ETF TR | $69.60万 | 0.10% | 10,298 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $72.74万 | 0.11% | 21,694 | -18,959 | -46.6% | -$63.57万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $74.22万 | 0.11% | 1,510 | 409 | 37.1% | $20.10万 | 加仓 |
| MRK | MERCK & CO INC | $77.37万 | 0.11% | 6,433 | -660 | -9.3% | -$7.94万 | 减仓 |
| BP | BP PLC | $78.77万 | 0.11% | 16,759 | -9,468 | -36.1% | -$44.50万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $78.82万 | 0.11% | 217,744 | 25,239 | 13.1% | $9.14万 | 加仓 |
| TSLA | TESLA INC | $78.94万 | 0.11% | 2,123 | 207 | 10.8% | $7.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $79.01万 | 0.11% | 3,232 | -312 | -8.8% | -$7.63万 | 减仓 |
| QUAL | ISHARES TR | $80.41万 | 0.12% | 4,192 | -252 | -5.7% | -$4.83万 | 减仓 |
| DXCM | DEXCOM INC | $80.55万 | 0.12% | 12,826 | 12,826 | — | $80.55万 | 新建仓 |
| ECL | ECOLAB INC | $80.58万 | 0.12% | 3,029 | 921 | 43.7% | $24.50万 | 加仓 |
| ABBV | ABBVIE INC | $81.43万 | 0.12% | 3,744 | 1,096 | 41.4% | $23.84万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $81.75万 | 0.12% | 8,474 | 1,070 | 14.5% | $10.32万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $82.94万 | 0.12% | 77,221 | 19,504 | 33.8% | $20.95万 | 加仓 |
| ACI | ALBERTSONS COS INC | $84.41万 | 0.12% | 49,536 | 49,536 | — | $84.41万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $86.32万 | 0.13% | 6,325 | 563 | 9.8% | $7.68万 | 加仓 |
| MCK | MCKESSON CORP | $86.95万 | 0.13% | 1,005 | 264 | 35.6% | $22.84万 | 加仓 |
| NDAQ | NASDAQ INC | $88.37万 | 0.13% | 10,410 | 3,132 | 43.0% | $26.59万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $89.35万 | 0.13% | 4,182 | 2,317 | 124.2% | $49.51万 | 加仓 |
| IQV | IQVIA HLDGS INC | $90.51万 | 0.13% | 5,307 | -962 | -15.3% | -$16.41万 | 减仓 |
| TFC | TRUIST FINL CORP | $93.19万 | 0.14% | 20,273 | 76 | 0.4% | $3,494 | 加仓 |
| F | FORD MTR CO | $95.55万 | 0.14% | 82,800 | 1,224 | 1.5% | $1.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $96.30万 | 0.14% | 1,076 | 302 | 39.0% | $27.03万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $96.41万 | 0.14% | 3,563 | 387 | 12.2% | $10.47万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $99.13万 | 0.14% | 2,872 | 2,872 | — | $99.13万 | 新建仓 |
| CSCO | CISCO SYS INC | $99.38万 | 0.14% | 12,808 | 4,986 | 63.7% | $38.69万 | 加仓 |
| DHR | DANAHER CORP DEL | $99.94万 | 0.15% | 5,271 | 5,271 | — | $99.94万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $101.81万 | 0.15% | 45,270 | 9,590 | 26.9% | $21.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $102.87万 | 0.15% | 11,144 | 11,144 | — | $102.87万 | 新建仓 |
| MS | MORGAN STANLEY | $102.91万 | 0.15% | 6,254 | 2,340 | 59.8% | $38.50万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $103.35万 | 0.15% | 14,899 | 14,899 | — | $103.35万 | 新建仓 |
| HPQ | HP INC | $104.05万 | 0.15% | 54,162 | 6,201 | 12.9% | $11.91万 | 加仓 |