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
SPSM SPDR SERIES TRUST $00.00%0 -39,386-100.0% -$190.31万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -21,807-100.0% -$136.84万 清仓
VIOO VANGUARD ADMIRAL FDS INC $00.00%0 -10,867-100.0% -$124.79万 清仓
SYK STRYKER CORPORATION $00.00%0 -3,261-100.0% -$107.16万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -11,144-100.0% -$102.87万 清仓
TFC TRUIST FINL CORP $00.00%0 -20,273-100.0% -$93.19万 清仓
ACI ALBERTSONS COS INC $00.00%0 -49,536-100.0% -$84.41万 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -21,694-100.0% -$72.74万 清仓
CCL CARNIVAL CORP $00.00%0 -24,750-100.0% -$64.05万 清仓
GSLC GOLDMAN SACHS ETF TR $00.00%0 -4,796-100.0% -$60.01万 清仓
INGR INGREDION INC $00.00%0 -4,616-100.0% -$52.01万 清仓
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 -6,713-100.0% -$45.02万 清仓
GLPI GAMING & LEISURE P $00.00%0 -7,383-100.0% -$32.76万 清仓
TPR TAPESTRY INC $00.00%0 -1,880-100.0% -$26.53万 清仓
RKLB ROCKET LAB CORP $00.00%0 -3,694-100.0% -$23.72万 清仓
VLO VALERO ENERGY CORP $00.00%0 -839-100.0% -$20.73万 清仓
ACWV ISHARES INC $00.00%0 -1,728-100.0% -$20.65万 清仓
BSX BOSTON SCIENTIFIC CORP 看涨期权 $00.00%0 -800-100.0% -$5.02万 清仓
MSFT MICROSOFT CORP 看涨期权 $00.00%0 -100-100.0% -$3.70万 清仓
JBLU JETBLUE AIRWAYS CORP $6.30万0.01%11,000 00.0% — 不变
DEI DOUGLAS EMMETT INC $15.18万0.02%12,868 12,868— $15.18万 新建仓
CRSR CORSAIR GAMING INC $17.19万0.02%17,773 -20-0.1% -$193 减仓
JCI JOHNSON CONTROLS INTERNATION $20.13万0.03%1,378 -253-15.5% -$3.70万 减仓
DG DOLLAR GEN CORP $20.86万0.03%1,812 -3,132-63.3% -$36.05万 减仓
VEA VANGUARD TAX-MANAGED FDS $20.95万0.03%2,941 2,941— $20.95万 新建仓
AOA ISHARES TR $21.21万0.03%2,173 2,173— $21.21万 新建仓
VO VANGUARD INDEX FDS $21.24万0.03%2,637 2,637— $21.24万 新建仓
COF CAPITAL ONE FINL CORP $21.73万0.03%1,083 -1,894-63.6% -$38.00万 减仓
ADBE ADOBE INC $21.90万0.03%1,068 -36-3.3% -$7,381 减仓
AOM ISHARES TR $23.06万0.03%4,623 4,623— $23.06万 新建仓
PPG PPG INDS INC $23.17万0.03%1,910 1,910— $23.17万 新建仓
NXPI NXP SEMICONDUCTORS N V $23.80万0.03%847 847— $23.80万 新建仓
CSL CARLISLE COS INC $24.16万0.03%666 00.0% — 不变
XOVR ENTREPRENEURSHARES SERIES TR $24.94万0.03%11,850 11,850— $24.94万 新建仓
SLB SLB LIMITED $25.61万0.03%5,508 -4,719-46.1% -$21.94万 减仓
PNC PNC FINL SVCS GROUP INC $26.65万0.04%1,082 1,082— $26.65万 新建仓
INTC INTEL CORP $27.72万0.04%1,985 1,985— $27.72万 新建仓
PPA INVESCO EXCHANGE TRADED FD T $28.97万0.04%1,640 00.0% — 不变
IWD ISHARES TR $29.20万0.04%1,204 -271-18.4% -$6.57万 减仓
GPC GENUINE PARTS CO $29.23万0.04%2,477 -916-27.0% -$10.81万 减仓
CRWD CROWDSTRIKE HLDGS INC $31.05万0.04%407 407— $31.05万 新建仓
T AT&T INC $31.56万0.04%15,248 -52-0.3% -$1,076 减仓
TRV TRAVELERS COMPANIES INC $31.96万0.04%968 00.0% — 不变
GLD SPDR GOLD TR $31.98万0.04%868 131.5% $4,789 加仓
REGN REGENERON PHARMACEUTICALS $33.18万0.04%532 -30-5.3% -$1.87万 减仓
FTNT FORTINET INC $33.18万0.04%2,160 2,160— $33.18万 新建仓
VUG VANGUARD INDEX FDS $33.48万0.05%3,886 -1,094-22.0% -$9.42万 减仓
GEV GE VERNOVA INC $34.31万0.05%292 292— $34.31万 新建仓
VOO VANGUARD INDEX FDS $34.51万0.05%503 -1-0.2% -$686 减仓
XLC SELECT SECTOR SPDR TR $34.87万0.05%3,255 -245-7.0% -$2.62万 减仓
XSD SPDR SERIES TRUST $35.55万0.05%570 570— $35.55万 新建仓
USB US BANCORP $35.73万0.05%5,916 -518-8.1% -$3.13万 减仓
BHC BAUSCH HEALTH COS INC $35.97万0.05%72,969 130.0% $64 加仓
RTX RTX CORPORATION $36.11万0.05%1,903 1,903— $36.11万 新建仓
FERG FERGUSON ENTERPRISES INC $36.25万0.05%1,527 19814.9% $4.70万 加仓
KDP KEURIG DR PEPPER INC $37.10万0.05%11,336 11,336— $37.10万 新建仓
AEP AMERICAN ELEC PWR CO INC $38.81万0.05%2,837 -98-3.3% -$1.34万 减仓
SPMO INVESCO EXCH TRADED FD TR II $39.42万0.05%2,440 -200-7.6% -$3.23万 减仓
FANG DIAMONDBACK ENERGY INC $40.96万0.06%2,330 2,330— $40.96万 新建仓
FENI FIDELITY COVINGTON TRUST $43.00万0.06%10,716 6706.7% $2.69万 加仓
HD HOME DEPOT INC $46.56万0.06%1,320 -84-6.0% -$2.96万 减仓
VZ VERIZON COMMUNICATIONS INC $46.66万0.06%11,021 -344-3.0% -$1.46万 减仓
HLT HILTON WORLDWIDE HLDGS INC $47.49万0.06%1,437 33230.0% $10.97万 加仓
VRT VERTIV HOLDINGS CO $48.85万0.07%1,459 -527-26.5% -$17.65万 减仓
UWMC UWM HOLDINGS CORPORATION $49.87万0.07%217,762 180.0% $41 加仓
AAL AMERICAN AIRLINES GROUP INC $50.05万0.07%27,698 -49,523-64.1% -$89.49万 减仓
SCHW SCHWAB CHARLES CORP $52.37万0.07%5,675 -23,033-80.2% -$212.54万 减仓
FCX FREEPORT MCMORAN INC $53.63万0.07%8,527 -2,603-23.4% -$16.37万 减仓
HIMU BLACKROCK ETF TRUST II $53.96万0.07%10,835 -3,280-23.2% -$16.33万 减仓
DD DUPONT DE NEMOURS INC $55.60万0.07%4,099 -7,717-65.3% -$104.67万 减仓
AMD ADVANCED MICRO DEVICES INC $62.49万0.08%1,076 -12-1.1% -$6,969 减仓
ELV ELEVANCE HEALTH INC FORMERLY $63.38万0.09%1,639 1,639— $63.38万 新建仓
GPIQ GOLDMAN SACHS ETF TR $63.76万0.09%10,751 2722.6% $1.61万 加仓
LMT LOCKHEED MARTIN CORP $64.45万0.09%1,265 1,265— $64.45万 新建仓
DASH DOORDASH INC $65.19万0.09%3,533 34110.7% $6.29万 加仓
VTEB VANGUARD MUN BD FDS $66.67万0.09%13,181 -770-5.5% -$3.89万 减仓
ATO ATMOS ENERGY CORP $68.09万0.09%3,952 58817.5% $10.13万 加仓
AMTM AMENTUM HOLDINGS INC $68.21万0.09%33,000 33,000— $68.21万 新建仓
GOOG ALPHABET INC $69.33万0.09%1,962 1105.9% $3.89万 加仓
QCOM QUALCOMM INC $70.31万0.09%3,805 -5,519-59.2% -$101.98万 减仓
FTEC FIDELITY COVINGTON TRUST $70.82万0.10%2,480 -60-2.4% -$1.71万 减仓
F FORD MTR CO $72.95万0.10%52,484 -30,316-36.6% -$42.14万 减仓
PSI INVESCO EXCHANGE TRADED FD T $75.60万0.10%4,025 751.9% $1.41万 加仓
MRK MERCK & CO INC $79.03万0.11%6,150 -283-4.4% -$3.64万 减仓
CSCO CISCO SYS INC $79.05万0.11%6,730 -6,078-47.5% -$71.39万 减仓
PM PHILIP MORRIS INTL INC $80.03万0.11%4,424 -8,030-64.5% -$145.27万 减仓
MS MORGAN STANLEY $80.71万0.11%3,861 -2,393-38.3% -$50.03万 减仓
BP BP PLC $81.29万0.11%22,001 5,24231.3% $19.37万 加仓
JNJ JOHNSON & JOHNSON $81.43万0.11%3,206 -26-0.8% -$6,604 减仓
UNH UNITEDHEALTH GROUP INC $82.29万0.11%1,980 -1,583-44.4% -$65.79万 减仓
ARKK ARK ETF TR $84.36万0.11%10,438 1401.4% $1.13万 加仓
MCK MCKESSON CORP $85.78万0.12%1,135 13012.9% $9.82万 加仓
QTUM ETF SER SOLUTIONS $86.15万0.12%5,209 1693.4% $2.80万 加仓
LHX L3HARRIS TECHNOLOGIES INC $86.40万0.12%2,973 1013.5% $2.94万 加仓
TMO THERMO FISHER SCIENTIFIC INC $86.85万0.12%1,732 22214.7% $11.13万 加仓
CCL CARNIVAL CORP LTD $87.26万0.12%30,543 30,543— $87.26万 新建仓
ABBV ABBVIE INC $88.81万0.12%3,529 -215-5.7% -$5.41万 减仓
DVN DEVON ENERGY CORP NEW $89.30万0.12%21,611 8,15960.7% $33.71万 加仓
WFC WELLS FARGO & CO $89.79万0.12%10,865 -8,397-43.6% -$69.39万 减仓
STT STATE STR CORP $90.27万0.12%5,323 64513.8% $10.94万 加仓