Lebenthal Global Advisors, LLC
Hauppauge NY · SEC CIK 0001845766
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| TOL | TOLL BROTHERS INC | $108.79万 | 0.15% | 6,603 | 278 | 4.4% | $4.58万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $107.44万 | 0.14% | 6,288 | 6,288 | — | $107.44万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $106.90万 | 0.14% | 12,179 | -72 | -0.6% | -$6,319 | 减仓 |
| KHC | KRAFT HEINZ CO | $105.74万 | 0.14% | 44,768 | -502 | -1.1% | -$1.19万 | 减仓 |
| DHR | DANAHER CORP DEL | $105.43万 | 0.14% | 5,535 | 264 | 5.0% | $5.03万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $104.86万 | 0.14% | 46,898 | -4,331 | -8.5% | -$9.68万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $102.77万 | 0.14% | 14,686 | 1,377 | 10.3% | $9.64万 | 加仓 |
| FLOT | ISHARES TR | $102.70万 | 0.14% | 20,117 | 20,117 | — | $102.70万 | 新建仓 |
| NEAR | ISHARES U S ETF TR | $101.10万 | 0.14% | 19,957 | 19,957 | — | $101.10万 | 新建仓 |
| KR | KROGER CO | $100.75万 | 0.14% | 18,144 | -321 | -1.7% | -$1.78万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $100.07万 | 0.13% | 9,116 | 642 | 7.6% | $7.05万 | 加仓 |
| BBY | BEST BUY INC | $99.74万 | 0.13% | 13,144 | -3,599 | -21.5% | -$27.31万 | 减仓 |
| IQV | IQVIA HLDGS INC | $97.23万 | 0.13% | 5,032 | -275 | -5.2% | -$5.31万 | 减仓 |
| HPQ | HP INC | $97.00万 | 0.13% | 44,211 | -9,951 | -18.4% | -$21.83万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $95.74万 | 0.13% | 5,800 | 5,800 | — | $95.74万 | 新建仓 |
| NDAQ | NASDAQ INC | $95.03万 | 0.13% | 12,056 | 1,646 | 15.8% | $12.97万 | 加仓 |
| AMGN | AMGEN INC | $93.36万 | 0.13% | 2,578 | -3,142 | -54.9% | -$113.79万 | 减仓 |
| DXCM | DEXCOM INC | $93.32万 | 0.13% | 13,856 | 1,030 | 8.0% | $6.94万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $93.06万 | 0.13% | 17,521 | -385 | -2.2% | -$2.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.39万 | 0.12% | 913 | -417 | -31.4% | -$42.20万 | 减仓 |
| QUAL | ISHARES TR | $92.10万 | 0.12% | 4,197 | 5 | 0.1% | $1,097 | 加仓 |
| ECL | ECOLAB INC | $91.52万 | 0.12% | 3,286 | 257 | 8.5% | $7.16万 | 加仓 |
| TSLA | TESLA INC | $91.41万 | 0.12% | 2,173 | 50 | 2.4% | $2.10万 | 加仓 |
| STT | STATE STR CORP | $90.27万 | 0.12% | 5,323 | 645 | 13.8% | $10.94万 | 加仓 |
| WFC | WELLS FARGO & CO | $89.79万 | 0.12% | 10,865 | -8,397 | -43.6% | -$69.39万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $89.30万 | 0.12% | 21,611 | 8,159 | 60.7% | $33.71万 | 加仓 |
| ABBV | ABBVIE INC | $88.81万 | 0.12% | 3,529 | -215 | -5.7% | -$5.41万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $87.26万 | 0.12% | 30,543 | 30,543 | — | $87.26万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $86.85万 | 0.12% | 1,732 | 222 | 14.7% | $11.13万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $86.40万 | 0.12% | 2,973 | 101 | 3.5% | $2.94万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $86.15万 | 0.12% | 5,209 | 169 | 3.4% | $2.80万 | 加仓 |
| MCK | MCKESSON CORP | $85.78万 | 0.12% | 1,135 | 130 | 12.9% | $9.82万 | 加仓 |
| ARKK | ARK ETF TR | $84.36万 | 0.11% | 10,438 | 140 | 1.4% | $1.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $82.29万 | 0.11% | 1,980 | -1,583 | -44.4% | -$65.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $81.43万 | 0.11% | 3,206 | -26 | -0.8% | -$6,604 | 减仓 |
| BP | BP PLC | $81.29万 | 0.11% | 22,001 | 5,242 | 31.3% | $19.37万 | 加仓 |
| MS | MORGAN STANLEY | $80.71万 | 0.11% | 3,861 | -2,393 | -38.3% | -$50.03万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $80.03万 | 0.11% | 4,424 | -8,030 | -64.5% | -$145.27万 | 减仓 |
| CSCO | CISCO SYS INC | $79.05万 | 0.11% | 6,730 | -6,078 | -47.5% | -$71.39万 | 减仓 |
| MRK | MERCK & CO INC | $79.03万 | 0.11% | 6,150 | -283 | -4.4% | -$3.64万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $75.60万 | 0.10% | 4,025 | 75 | 1.9% | $1.41万 | 加仓 |
| F | FORD MTR CO | $72.95万 | 0.10% | 52,484 | -30,316 | -36.6% | -$42.14万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $70.82万 | 0.10% | 2,480 | -60 | -2.4% | -$1.71万 | 减仓 |
| QCOM | QUALCOMM INC | $70.31万 | 0.09% | 3,805 | -5,519 | -59.2% | -$101.98万 | 减仓 |
| GOOG | ALPHABET INC | $69.33万 | 0.09% | 1,962 | 110 | 5.9% | $3.89万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $68.21万 | 0.09% | 33,000 | 33,000 | — | $68.21万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $68.09万 | 0.09% | 3,952 | 588 | 17.5% | $10.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $66.67万 | 0.09% | 13,181 | -770 | -5.5% | -$3.89万 | 减仓 |
| DASH | DOORDASH INC | $65.19万 | 0.09% | 3,533 | 341 | 10.7% | $6.29万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $64.45万 | 0.09% | 1,265 | 1,265 | — | $64.45万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $63.76万 | 0.09% | 10,751 | 272 | 2.6% | $1.61万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $63.38万 | 0.09% | 1,639 | 1,639 | — | $63.38万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.49万 | 0.08% | 1,076 | -12 | -1.1% | -$6,969 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $55.60万 | 0.07% | 4,099 | -7,717 | -65.3% | -$104.67万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $53.96万 | 0.07% | 10,835 | -3,280 | -23.2% | -$16.33万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $53.63万 | 0.07% | 8,527 | -2,603 | -23.4% | -$16.37万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $52.37万 | 0.07% | 5,675 | -23,033 | -80.2% | -$212.54万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $50.05万 | 0.07% | 27,698 | -49,523 | -64.1% | -$89.49万 | 减仓 |
| UWMC | UWM HOLDINGS CORPORATION | $49.87万 | 0.07% | 217,762 | 18 | 0.0% | $41 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $48.85万 | 0.07% | 1,459 | -527 | -26.5% | -$17.65万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $47.49万 | 0.06% | 1,437 | 332 | 30.0% | $10.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $46.66万 | 0.06% | 11,021 | -344 | -3.0% | -$1.46万 | 减仓 |
| HD | HOME DEPOT INC | $46.56万 | 0.06% | 1,320 | -84 | -6.0% | -$2.96万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $43.00万 | 0.06% | 10,716 | 670 | 6.7% | $2.69万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $40.96万 | 0.06% | 2,330 | 2,330 | — | $40.96万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $39.42万 | 0.05% | 2,440 | -200 | -7.6% | -$3.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.81万 | 0.05% | 2,837 | -98 | -3.3% | -$1.34万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $37.10万 | 0.05% | 11,336 | 11,336 | — | $37.10万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $36.25万 | 0.05% | 1,527 | 198 | 14.9% | $4.70万 | 加仓 |
| RTX | RTX CORPORATION | $36.11万 | 0.05% | 1,903 | 1,903 | — | $36.11万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $35.97万 | 0.05% | 72,969 | 13 | 0.0% | $64 | 加仓 |
| USB | US BANCORP | $35.73万 | 0.05% | 5,916 | -518 | -8.1% | -$3.13万 | 减仓 |
| XSD | SPDR SERIES TRUST | $35.55万 | 0.05% | 570 | 570 | — | $35.55万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $34.87万 | 0.05% | 3,255 | -245 | -7.0% | -$2.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $34.51万 | 0.05% | 503 | -1 | -0.2% | -$686 | 减仓 |
| GEV | GE VERNOVA INC | $34.31万 | 0.05% | 292 | 292 | — | $34.31万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $33.48万 | 0.05% | 3,886 | -1,094 | -22.0% | -$9.42万 | 减仓 |
| FTNT | FORTINET INC | $33.18万 | 0.04% | 2,160 | 2,160 | — | $33.18万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $33.18万 | 0.04% | 532 | -30 | -5.3% | -$1.87万 | 减仓 |
| GLD | SPDR GOLD TR | $31.98万 | 0.04% | 868 | 13 | 1.5% | $4,789 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $31.96万 | 0.04% | 968 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $31.56万 | 0.04% | 15,248 | -52 | -0.3% | -$1,076 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.05万 | 0.04% | 407 | 407 | — | $31.05万 | 新建仓 |
| GPC | GENUINE PARTS CO | $29.23万 | 0.04% | 2,477 | -916 | -27.0% | -$10.81万 | 减仓 |
| IWD | ISHARES TR | $29.20万 | 0.04% | 1,204 | -271 | -18.4% | -$6.57万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.97万 | 0.04% | 1,640 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $27.72万 | 0.04% | 1,985 | 1,985 | — | $27.72万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $26.65万 | 0.04% | 1,082 | 1,082 | — | $26.65万 | 新建仓 |
| SLB | SLB LIMITED | $25.61万 | 0.03% | 5,508 | -4,719 | -46.1% | -$21.94万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $24.94万 | 0.03% | 11,850 | 11,850 | — | $24.94万 | 新建仓 |
| CSL | CARLISLE COS INC | $24.16万 | 0.03% | 666 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $23.80万 | 0.03% | 847 | 847 | — | $23.80万 | 新建仓 |
| PPG | PPG INDS INC | $23.17万 | 0.03% | 1,910 | 1,910 | — | $23.17万 | 新建仓 |
| AOM | ISHARES TR | $23.06万 | 0.03% | 4,623 | 4,623 | — | $23.06万 | 新建仓 |
| ADBE | ADOBE INC | $21.90万 | 0.03% | 1,068 | -36 | -3.3% | -$7,381 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $21.73万 | 0.03% | 1,083 | -1,894 | -63.6% | -$38.00万 | 减仓 |
| VO | VANGUARD INDEX FDS | $21.24万 | 0.03% | 2,637 | 2,637 | — | $21.24万 | 新建仓 |
| AOA | ISHARES TR | $21.21万 | 0.03% | 2,173 | 2,173 | — | $21.21万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.95万 | 0.03% | 2,941 | 2,941 | — | $20.95万 | 新建仓 |
| DG | DOLLAR GEN CORP | $20.86万 | 0.03% | 1,812 | -3,132 | -63.3% | -$36.05万 | 减仓 |