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 |
|---|---|---|---|---|---|---|---|---|
| ONEQ | FIDELITY COMWLTH TR | $5,487.75万 | 7.40% | 531,655 | -12,647 | -2.3% | -$130.54万 | 减仓 |
| 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 |
| GSIE | GOLDMAN SACHS ETF TR | $3,631.59万 | 4.90% | 794,660 | 278,188 | 53.9% | $1,271.32万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,232.63万 | 4.36% | 525,973 | 2,695 | 0.5% | $16.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,176.39万 | 4.28% | 145,753 | 431 | 0.3% | $9.39万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,728.27万 | 3.68% | 330,099 | 15,306 | 4.9% | $126.50万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,637.82万 | 3.56% | 520,742 | 141,861 | 37.4% | $718.60万 | 加仓 |
| AOR | ISHARES TR | $2,254.85万 | 3.04% | 324,439 | 4,455 | 1.4% | $30.96万 | 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 |
| AAPL | APPLE INC | $1,545.98万 | 2.09% | 53,428 | 849 | 1.6% | $24.57万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $1,454.66万 | 1.96% | 113,557 | -2,009 | -1.7% | -$25.74万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,389.25万 | 1.87% | 305,396 | 209,520 | 218.5% | $953.11万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,384.80万 | 1.87% | 258,311 | -1,392 | -0.5% | -$7.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,213.20万 | 1.64% | 32,786 | -9,322 | -22.1% | -$344.95万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,067.55万 | 1.44% | 67,285 | -67 | -0.1% | -$1.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,066.63万 | 1.44% | 53,307 | -3,300 | -5.8% | -$66.03万 | 减仓 |
| IWF | ISHARES TR | $1,041.26万 | 1.40% | 83,858 | -97,678 | -53.8% | -$1,212.86万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $967.57万 | 1.30% | 61,227 | 975 | 1.6% | $15.41万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $918.14万 | 1.24% | 93,497 | 3,079 | 3.4% | $30.24万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $908.06万 | 1.22% | 71,047 | -75,218 | -51.4% | -$961.37万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $873.15万 | 1.18% | 348,842 | 34,537 | 11.0% | $86.45万 | 加仓 |
| AMAT | APPLIED MATLS INC | $815.25万 | 1.10% | 11,276 | -124 | -1.1% | -$8.97万 | 减仓 |
| IJH | ISHARES TR | $785.79万 | 1.06% | 101,905 | -44,108 | -30.2% | -$340.12万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $716.49万 | 0.97% | 97,601 | 46,251 | 90.1% | $339.53万 | 加仓 |
| LLY | ELI LILLY & CO | $706.83万 | 0.95% | 5,893 | 296 | 5.3% | $35.50万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $702.76万 | 0.95% | 141,174 | 83,758 | 145.9% | $416.95万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $662.35万 | 0.89% | 117,271 | -529,216 | -81.9% | -$2,989.02万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $643.59万 | 0.87% | 49,355 | -31,545 | -39.0% | -$411.34万 | 减仓 |
| IEMG | ISHARES INC | $636.50万 | 0.86% | 76,834 | -744 | -1.0% | -$6.16万 | 减仓 |
| GOOGL | ALPHABET INC | $614.85万 | 0.83% | 17,205 | 48 | 0.3% | $1.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $593.59万 | 0.80% | 8,244 | -549 | -6.2% | -$39.53万 | 减仓 |
| IMCV | ISHARES TR | $589.79万 | 0.80% | 64,544 | 2,790 | 4.5% | $25.49万 | 加仓 |
| ICSH | ISHARES TR | $583.07万 | 0.79% | 115,276 | 115,276 | — | $583.07万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $555.19万 | 0.75% | 99,550 | 99,550 | — | $555.19万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $552.07万 | 0.74% | 32,498 | 683 | 2.1% | $11.60万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $540.43万 | 0.73% | 11,316 | -61 | -0.5% | -$2.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $529.88万 | 0.71% | 16,188 | 164 | 1.0% | $5.37万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $508.28万 | 0.69% | 57,838 | 4,679 | 8.8% | $41.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $490.44万 | 0.66% | 13,148 | 694 | 5.6% | $25.89万 | 加仓 |
| VB | VANGUARD INDEX FDS | $480.79万 | 0.65% | 15,861 | 15,861 | — | $480.79万 | 新建仓 |
| VFVA | VANGUARD WELLINGTON FD | $461.37万 | 0.62% | 31,083 | -118 | -0.4% | -$1.75万 | 减仓 |
| META | META PLATFORMS INC | $449.05万 | 0.61% | 7,971 | 209 | 2.7% | $11.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $444.32万 | 0.60% | 4,750 | 306 | 6.9% | $28.62万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $442.55万 | 0.60% | 79,638 | 10,020 | 14.4% | $55.68万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $424.53万 | 0.57% | 14,251 | -4,539 | -24.2% | -$135.21万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $412.10万 | 0.56% | 13,602 | 13,602 | — | $412.10万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $378.54万 | 0.51% | 9,531 | 198 | 2.1% | $7.86万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $371.49万 | 0.50% | 7,563 | 469 | 6.6% | $23.04万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $354.37万 | 0.48% | 10,392 | 201 | 2.0% | $6.85万 | 加仓 |
| GE | GE AEROSPACE | $348.64万 | 0.47% | 9,329 | 381 | 4.3% | $14.24万 | 加仓 |
| AMZN | AMAZON COM INC | $344.56万 | 0.46% | 14,457 | -675 | -4.5% | -$16.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $333.63万 | 0.45% | 11,864 | 1,043 | 9.6% | $29.33万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $327.15万 | 0.44% | 9,672 | 573 | 6.3% | $19.38万 | 加仓 |
| VFH | VANGUARD WORLD FD | $322.68万 | 0.44% | 24,520 | -1 | -0.0% | -$132 | 减仓 |
| KLAC | KLA CORP | $305.30万 | 0.41% | 10,119 | 519 | 5.4% | $15.66万 | 加仓 |
| AVGO | BROADCOM INC | $293.06万 | 0.40% | 7,758 | 477 | 6.6% | $18.02万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $291.15万 | 0.39% | 35,240 | 35,240 | — | $291.15万 | 新建仓 |
| ORCL | ORACLE CORP | $281.92万 | 0.38% | 19,237 | -3,523 | -15.5% | -$51.63万 | 减仓 |
| URI | UNITED RENTALS INC | $271.90万 | 0.37% | 2,400 | -148 | -5.8% | -$16.77万 | 减仓 |
| V | VISA INC | $257.50万 | 0.35% | 7,505 | -45 | -0.6% | -$1.54万 | 减仓 |
| BAC | BANK OF AMER CORP | $247.21万 | 0.33% | 43,385 | 292 | 0.7% | $1.66万 | 加仓 |
| CSX | CSX CORP | $239.64万 | 0.32% | 50,419 | -4,019 | -7.4% | -$19.10万 | 减仓 |
| VHT | VANGUARD WORLD FD | $233.34万 | 0.31% | 7,804 | -20 | -0.3% | -$5,980 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $231.63万 | 0.31% | 12,158 | -466 | -3.7% | -$8.88万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $230.93万 | 0.31% | 4,496 | 309 | 7.4% | $15.87万 | 加仓 |
| NFLX | NETFLIX INC. | $230.14万 | 0.31% | 32,232 | 4,836 | 17.7% | $34.53万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $227.66万 | 0.31% | 15,743 | -479 | -3.0% | -$6.93万 | 减仓 |
| SNOW | SNOWFLAKE INC | $215.56万 | 0.29% | 8,470 | 246 | 3.0% | $6.26万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $215.16万 | 0.29% | 1,864 | -1,805 | -49.2% | -$208.35万 | 减仓 |
| BLK | BLACKROCK INC | $212.39万 | 0.29% | 2,209 | -4 | -0.2% | -$3,846 | 减仓 |
| LRCX | LAM RESEARCH CORP | $183.27万 | 0.25% | 4,229 | 47 | 1.1% | $2.04万 | 加仓 |
| B | BARRICK MNG CORP | $175.58万 | 0.24% | 47,803 | 4,807 | 11.2% | $17.66万 | 加仓 |
| SO | SOUTHERN CO | $167.00万 | 0.23% | 17,448 | 427 | 2.5% | $4.09万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $161.83万 | 0.22% | 3,527 | 141 | 4.2% | $6.47万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $161.07万 | 0.22% | 6,485 | 658 | 11.3% | $16.34万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $159.74万 | 0.22% | 26,761 | 795 | 3.1% | $4.75万 | 加仓 |
| PSX | PHILLIPS 66 | $158.35万 | 0.21% | 9,367 | 408 | 4.6% | $6.90万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $154.36万 | 0.21% | 21,289 | -4,447 | -17.3% | -$32.24万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $152.39万 | 0.21% | 4,302 | 66 | 1.6% | $2.34万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $146.51万 | 0.20% | 5,449 | -239 | -4.2% | -$6.43万 | 减仓 |
| WM | WASTE MGMT INC DEL | $143.70万 | 0.19% | 6,447 | 276 | 4.5% | $6.15万 | 加仓 |
| TXN | TEXAS INSTRS INC | $143.22万 | 0.19% | 4,804 | -1,326 | -21.6% | -$39.53万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $135.88万 | 0.18% | 18,830 | 1,360 | 7.8% | $9.81万 | 加仓 |
| SPGI | S&P GLOBAL INC | $135.28万 | 0.18% | 3,322 | 171 | 5.4% | $6.96万 | 加仓 |
| KIM | KIMCO REALTY CORP | $134.65万 | 0.18% | 53,118 | 2,105 | 4.1% | $5.34万 | 加仓 |
| AZN | ASTRAZENECA PLC | $133.04万 | 0.18% | 7,016 | 271 | 4.0% | $5.14万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $132.49万 | 0.18% | 15,497 | 1,398 | 9.9% | $11.95万 | 加仓 |
| NTAP | NETAPP INC | $128.88万 | 0.17% | 8,328 | 8,328 | — | $128.88万 | 新建仓 |
| WMT | WALMART INC | $127.15万 | 0.17% | 11,227 | 659 | 6.2% | $7.46万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $124.89万 | 0.17% | 15,157 | 258 | 1.7% | $2.13万 | 加仓 |
| BX | BLACKSTONE INC | $123.56万 | 0.17% | 10,500 | 443 | 4.4% | $5.21万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $121.72万 | 0.16% | 5,743 | 217 | 3.9% | $4.60万 | 加仓 |
| TJX | TJX COS INC NEW | $121.44万 | 0.16% | 8,016 | 780 | 10.8% | $11.82万 | 加仓 |
| — | EXXON MOBIL CORP | $119.74万 | 0.16% | 8,758 | 1,201 | 15.9% | $16.42万 | 加仓 |
| TMUS | T-MOBILE US INC | $115.33万 | 0.16% | 6,876 | 360 | 5.5% | $6.04万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $115.26万 | 0.16% | 1,178 | 102 | 9.5% | $9.98万 | 加仓 |
| SHEL | SHELL PLC | $114.71万 | 0.15% | 14,793 | 783 | 5.6% | $6.07万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $114.05万 | 0.15% | 7,502 | 194 | 2.7% | $2.95万 | 加仓 |
| PFE | PFIZER INC | $110.53万 | 0.15% | 45,901 | 5,637 | 14.0% | $13.57万 | 加仓 |
| M | MACYS INC | $109.98万 | 0.15% | 46,699 | -11,984 | -20.4% | -$28.22万 | 减仓 |