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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $5,004.84万 | 7.28% | 76,957 | 3,395 | 4.6% | $220.79万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $4,621.67万 | 6.72% | 544,302 | 23,086 | 4.4% | $196.02万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,664.29万 | 5.33% | 646,487 | -119,196 | -15.6% | -$675.60万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $2,905.24万 | 4.22% | 523,278 | 5,766 | 1.1% | $32.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,851.22万 | 4.15% | 145,322 | 1,284 | 0.9% | $25.19万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,604.91万 | 3.79% | 314,793 | -57,758 | -15.5% | -$477.95万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $2,227.54万 | 3.24% | 516,472 | 33,512 | 6.9% | $144.54万 | 加仓 |
| AOR | ISHARES TR | $2,059.09万 | 2.99% | 319,984 | 95,584 | 42.6% | $615.08万 | 加仓 |
| IWF | ISHARES TR | $1,935.17万 | 2.81% | 45,384 | 5,079 | 12.6% | $216.57万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,894.03万 | 2.75% | 378,881 | -86,083 | -18.5% | -$430.33万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $1,686.26万 | 2.45% | 699,548 | 655,819 | 1,499.7% | $1,580.85万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,604.38万 | 2.33% | 146,265 | 914 | 0.6% | $10.03万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $1,387.37万 | 2.02% | 115,566 | 175 | 0.2% | $2.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,350.85万 | 1.96% | 42,108 | 1,070 | 2.6% | $34.33万 | 加仓 |
| AAPL | APPLE INC | $1,334.41万 | 1.94% | 52,579 | 1,999 | 4.0% | $50.73万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,282.15万 | 1.86% | 259,703 | 259,703 | — | $1,282.15万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $987.45万 | 1.44% | 67,352 | 573 | 0.9% | $8.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $987.24万 | 1.44% | 56,607 | 3,376 | 6.3% | $58.88万 | 加仓 |
| IJH | ISHARES TR | $986.02万 | 1.43% | 146,013 | 4,818 | 3.4% | $32.54万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $924.84万 | 1.34% | 80,900 | 728 | 0.9% | $8.32万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $892.34万 | 1.30% | 60,252 | 28,151 | 87.7% | $416.92万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $852.10万 | 1.24% | 90,418 | 2,647 | 3.0% | $24.95万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $785.13万 | 1.14% | 314,305 | -173,006 | -35.5% | -$432.17万 | 减仓 |
| IEMG | ISHARES INC | $541.11万 | 0.79% | 77,578 | 77,578 | — | $541.11万 | 新建仓 |
| IMCV | ISHARES TR | $523.59万 | 0.76% | 61,754 | 1,027 | 1.7% | $8.71万 | 加仓 |
| LLY | ELI LILLY & CO | $514.79万 | 0.75% | 5,597 | 1,320 | 30.9% | $121.41万 | 加仓 |
| GOOGL | ALPHABET INC | $493.37万 | 0.72% | 17,157 | 713 | 4.3% | $20.50万 | 加仓 |
| PWR | QUANTA SVCS INC | $482.74万 | 0.70% | 8,793 | -484 | -5.2% | -$26.57万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $471.37万 | 0.69% | 16,024 | 7,081 | 79.2% | $208.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $461.04万 | 0.67% | 12,454 | 2,420 | 24.1% | $89.59万 | 加仓 |
| META | META PLATFORMS INC | $444.13万 | 0.65% | 7,762 | 527 | 7.3% | $30.15万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $442.84万 | 0.64% | 4,444 | 755 | 20.5% | $75.23万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $437.39万 | 0.64% | 95,876 | -84,459 | -46.8% | -$385.30万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $420.00万 | 0.61% | 31,201 | 236 | 0.8% | $3.18万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $406.88万 | 0.59% | 53,159 | 11,848 | 28.7% | $90.68万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $390.62万 | 0.57% | 31,815 | 867 | 2.8% | $10.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $389.63万 | 0.57% | 11,400 | 2,100 | 22.6% | $71.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $384.46万 | 0.56% | 11,377 | -39 | -0.3% | -$1.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $378.14万 | 0.55% | 51,350 | -605 | -1.2% | -$4.46万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $348.37万 | 0.51% | 69,618 | 9,973 | 16.7% | $49.90万 | 加仓 |
| ORCL | ORACLE CORP | $334.81万 | 0.49% | 22,760 | -1,909 | -7.7% | -$28.08万 | 减仓 |
| AMZN | AMAZON COM INC | $315.15万 | 0.46% | 15,132 | -1,055 | -6.5% | -$21.97万 | 减仓 |
| ADI | ANALOG DEVICES INC | $296.92万 | 0.43% | 9,333 | 1,225 | 15.1% | $38.97万 | 加仓 |
| VFH | VANGUARD WORLD FD | $296.24万 | 0.43% | 24,521 | 24,521 | — | $296.24万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $295.64万 | 0.43% | 7,094 | 1,831 | 34.8% | $76.31万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $285.84万 | 0.42% | 57,416 | 222 | 0.4% | $1.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $275.22万 | 0.40% | 9,099 | 1,109 | 13.9% | $33.54万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $269.79万 | 0.39% | 28,708 | 6,597 | 29.8% | $62.00万 | 加仓 |
| NFLX | NETFLIX INC. | $263.41万 | 0.38% | 27,396 | 5,304 | 24.0% | $51.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $262.28万 | 0.38% | 10,821 | 2,406 | 28.6% | $58.32万 | 加仓 |
| GE | GE AEROSPACE | $253.90万 | 0.37% | 8,948 | 2,377 | 36.2% | $67.45万 | 加仓 |
| V | VISA INC | $228.18万 | 0.33% | 7,550 | 1,317 | 21.1% | $39.80万 | 加仓 |
| AVGO | BROADCOM INC | $225.36万 | 0.33% | 7,281 | 948 | 15.0% | $29.34万 | 加仓 |
| CSX | CSX CORP | $223.47万 | 0.32% | 54,438 | -219 | -0.4% | -$8,990 | 减仓 |
| VHT | VANGUARD WORLD FD | $213.06万 | 0.31% | 7,824 | 69 | 0.9% | $1.88万 | 加仓 |
| BLK | BLACKROCK INC | $212.86万 | 0.31% | 2,213 | 479 | 27.6% | $46.07万 | 加仓 |
| BAC | BANK AMERICA CORP | $210.08万 | 0.31% | 43,093 | 34,492 | 401.0% | $168.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $209.24万 | 0.30% | 4,187 | 1,117 | 36.4% | $55.82万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $205.92万 | 0.30% | 12,454 | -1,683 | -11.9% | -$27.83万 | 减仓 |
| AMGN | AMGEN INC | $201.27万 | 0.29% | 5,720 | -29 | -0.5% | -$1.02万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $192.45万 | 0.28% | 16,222 | 6,710 | 70.5% | $79.60万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $190.31万 | 0.28% | 39,386 | 817 | 2.1% | $3.95万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $190.19万 | 0.28% | 25,736 | -2,095 | -7.5% | -$15.48万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $186.12万 | 0.27% | 18,790 | 871 | 4.9% | $8.63万 | 加仓 |
| URI | UNITED RENTALS INC | $185.61万 | 0.27% | 2,548 | 107 | 4.4% | $7.79万 | 加仓 |
| B | BARRICK MNG CORP | $175.38万 | 0.25% | 42,996 | 3,756 | 9.6% | $15.32万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $167.78万 | 0.24% | 12,624 | -340 | -2.6% | -$4.52万 | 减仓 |
| SO | SOUTHERN CO | $164.28万 | 0.24% | 17,021 | 700 | 4.3% | $6.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $163.38万 | 0.24% | 10,191 | 985 | 10.7% | $15.79万 | 加仓 |
| PSX | PHILLIPS 66 | $163.22万 | 0.24% | 8,959 | 702 | 8.5% | $12.79万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $162.73万 | 0.24% | 5,827 | 1,199 | 25.9% | $33.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $153.35万 | 0.22% | 19,262 | 1,842 | 10.6% | $14.66万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $150.49万 | 0.22% | 3,386 | 309 | 10.0% | $13.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $145.39万 | 0.21% | 4,236 | 4,236 | — | $145.39万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $141.81万 | 0.21% | 6,171 | 90 | 1.5% | $2.07万 | 加仓 |
| KLAC | KLA CORP | $141.32万 | 0.21% | 960 | 220 | 29.7% | $32.39万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $140.35万 | 0.20% | 25,966 | 25,966 | — | $140.35万 | 新建仓 |
| TMUS | T-MOBILE US INC | $136.86万 | 0.20% | 6,516 | 602 | 10.2% | $12.64万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $136.84万 | 0.20% | 21,807 | 664 | 3.1% | $4.17万 | 加仓 |
| SPGI | S&P GLOBAL INC | $134.03万 | 0.19% | 3,151 | 158 | 5.3% | $6.72万 | 加仓 |
| KR | KROGER CO | $133.62万 | 0.19% | 18,465 | -6,309 | -25.5% | -$45.65万 | 减仓 |
| AZN | ASTRAZENECA PLC | $133.02万 | 0.19% | 6,745 | 6,745 | — | $133.02万 | 新建仓 |
| WMT | WALMART INC | $131.34万 | 0.19% | 10,568 | 3,822 | 56.7% | $47.50万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $131.07万 | 0.19% | 5,688 | 2,846 | 100.1% | $65.58万 | 加仓 |
| SHEL | SHELL PLC | $130.29万 | 0.19% | 14,010 | 976 | 7.5% | $9.08万 | 加仓 |
| — | EXXON MOBIL CORP | $128.22万 | 0.19% | 7,557 | -3,162 | -29.5% | -$53.65万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $125.66万 | 0.18% | 17,470 | 11,359 | 185.9% | $81.71万 | 重新持有 |
| VIOO | VANGUARD ADMIRAL FDS INC | $124.79万 | 0.18% | 10,867 | 184 | 1.7% | $2.11万 | 加仓 |
| SNOW | SNOWFLAKE INC | $124.03万 | 0.18% | 8,224 | 8,224 | — | $124.03万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $123.95万 | 0.18% | 3,669 | -2,059 | -35.9% | -$69.56万 | 减仓 |
| QCOM | QUALCOMM INC | $120.08万 | 0.17% | 9,324 | 1,920 | 25.9% | $24.73万 | 加仓 |
| TXN | TEXAS INSTRS INC | $119.00万 | 0.17% | 6,130 | 6,130 | — | $119.00万 | 新建仓 |
| BX | BLACKSTONE INC | $115.64万 | 0.17% | 10,057 | 669 | 7.1% | $7.69万 | 加仓 |
| TJX | TJX COS INC NEW | $115.56万 | 0.17% | 7,236 | 1,495 | 26.0% | $23.88万 | 加仓 |
| KIM | KIMCO REALTY CORP | $114.63万 | 0.17% | 51,013 | 3,722 | 7.9% | $8.36万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $113.78万 | 0.17% | 12,251 | -2,190 | -15.2% | -$20.34万 | 减仓 |
| PFE | PFIZER INC | $113.06万 | 0.16% | 40,264 | -3,869 | -8.8% | -$10.86万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $112.55万 | 0.16% | 1,330 | 423 | 46.6% | $35.79万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $111.44万 | 0.16% | 13,309 | 13,309 | — | $111.44万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $109.69万 | 0.16% | 17,906 | -1,770 | -9.0% | -$10.84万 | 减仓 |