Lantern Wealth Advisors, LLC
MELVILLE NY · SEC CIK 0001950218
$2.18亿2026Q2 申报市值
184持仓数
30.0%前十大占比 · 第一大 5.2%
16 / 10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
IVV 加仓+$127.46万
IAU 加仓+$87.67万
BND 加仓+$81.62万
IALT 新建仓+$61.37万
SPHY 加仓+$53.75万
2026Q2 卖出最多 按季末市值估算
PRU 清仓-$133.07万
BRK/A 清仓-$71.81万
EQNR 清仓-$45.15万
QUAL 减仓-$44.87万
HON 减仓-$43.10万
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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $54.23万 | 0.25% | 750 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $56.53万 | 0.26% | 15,091 | 4,705 | 45.3% | $17.63万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $56.75万 | 0.26% | 25,459 | 2,737 | 12.0% | $6.10万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $57.73万 | 0.26% | 1,818 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $57.82万 | 0.26% | 6,580 | 392 | 6.3% | $3.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $58.45万 | 0.27% | 698 | -84 | -10.7% | -$7.03万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $61.37万 | 0.28% | 21,880 | 21,880 | — | $61.37万 | 新建仓 |
| BA | BOEING CO | $61.93万 | 0.28% | 2,861 | 308 | 12.1% | $6.67万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $62.06万 | 0.28% | 2,775 | 100 | 3.7% | $2.24万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $62.09万 | 0.28% | 1,250 | -300 | -19.4% | -$14.90万 | 减仓 |
| TSLA | TESLA INC | $62.25万 | 0.29% | 1,480 | -61 | -4.0% | -$2.57万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $65.18万 | 0.30% | 12,941 | 3,251 | 33.6% | $16.38万 | 加仓 |
| SMH | VANECK ETF TRUST | $66.18万 | 0.30% | 1,009 | 367 | 57.2% | $24.07万 | 重新持有 |
| SHOP | SHOPIFY INC | $67.94万 | 0.31% | 5,950 | -800 | -11.9% | -$9.13万 | 减仓 |
| BAC | BANK OF AMER CORP | $68.49万 | 0.31% | 12,020 | -2,633 | -18.0% | -$15.00万 | 减仓 |
| QUAL | ISHARES TR | $70.27万 | 0.32% | 3,203 | -2,045 | -39.0% | -$44.87万 | 减仓 |
| IEMG | ISHARES INC | $72.42万 | 0.33% | 8,742 | -1,162 | -11.7% | -$9.63万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $72.95万 | 0.33% | 23,005 | 307 | 1.4% | $9,735 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $73.15万 | 0.33% | 782 | -8 | -1.0% | -$7,484 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $74.15万 | 0.34% | 28,322 | 2,041 | 7.8% | $5.34万 | 加仓 |
| GEV | GE VERNOVA INC | $74.25万 | 0.34% | 632 | 64 | 11.3% | $7.52万 | 加仓 |
| NFLX | NETFLIX INC. | $74.41万 | 0.34% | 10,421 | 1 | 0.0% | $71 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $75.44万 | 0.35% | 22,293 | 2,365 | 11.9% | $8.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $76.74万 | 0.35% | 4,856 | 66 | 1.4% | $1.04万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $76.99万 | 0.35% | 4,766 | -309 | -6.1% | -$4.99万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $78.29万 | 0.36% | 8,119 | 50 | 0.6% | $4,822 | 加仓 |
| MDT | MEDTRONIC PLC | $79.22万 | 0.36% | 10,127 | 1,201 | 13.5% | $9.40万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $80.16万 | 0.37% | 7,775 | 147 | 1.9% | $1.52万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $81.06万 | 0.37% | 3,015 | -243 | -7.5% | -$6.53万 | 减仓 |
| DIS | DISNEY WALT CO | $84.21万 | 0.39% | 8,749 | -1,080 | -11.0% | -$10.39万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $85.00万 | 0.39% | 31,100 | -3,742 | -10.7% | -$10.23万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $86.17万 | 0.39% | 10,289 | 1,074 | 11.7% | $9.00万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $86.34万 | 0.40% | 20,028 | -2,127 | -9.6% | -$9.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $98.08万 | 0.45% | 4,145 | 352 | 9.3% | $8.33万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $98.79万 | 0.45% | 6,890 | 510 | 8.0% | $7.31万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $99.51万 | 0.46% | 17,270 | -553 | -3.1% | -$3.19万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $99.54万 | 0.46% | 18,880 | -375 | -1.9% | -$1.98万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $101.68万 | 0.47% | 24,021 | 1,661 | 7.4% | $7.03万 | 加仓 |
| ENB | ENBRIDGE INC | $104.06万 | 0.48% | 19,196 | 0 | 0.0% | — | 不变 |
| CORO | BLACKROCK ETF TRUST | $104.20万 | 0.48% | 28,469 | 4,594 | 19.2% | $16.81万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $106.05万 | 0.49% | 10,991 | -1,508 | -12.1% | -$14.55万 | 减仓 |
| MINT | PIMCO ETF TR | $107.55万 | 0.49% | 10,669 | 5,067 | 90.4% | $51.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $109.02万 | 0.50% | 6,577 | -113 | -1.7% | -$1.87万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $114.22万 | 0.52% | 46,526 | -8,807 | -15.9% | -$21.62万 | 减仓 |
| — | EXXON MOBIL CORP | $114.39万 | 0.52% | 8,367 | 61 | 0.7% | $8,340 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $114.56万 | 0.52% | 23,248 | -2,834 | -10.9% | -$13.97万 | 减仓 |
| ACWX | ISHARES TR | $115.82万 | 0.53% | 15,218 | 5,776 | 61.2% | $43.96万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $118.12万 | 0.54% | 6,200 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $118.62万 | 0.54% | 4,670 | 97 | 2.1% | $2.46万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $128.29万 | 0.59% | 27,181 | 3,705 | 15.8% | $17.49万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $129.28万 | 0.59% | 4,449 | -250 | -5.3% | -$7.26万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $139.38万 | 0.64% | 22,928 | 489 | 2.2% | $2.97万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $139.96万 | 0.64% | 37,313 | 6,476 | 21.0% | $24.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $140.16万 | 0.64% | 18,562 | 11,611 | 167.0% | $87.67万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $143.58万 | 0.66% | 9,148 | -29 | -0.3% | -$4,552 | 减仓 |
| LLY | ELI LILLY & CO | $146.81万 | 0.67% | 1,224 | 12 | 1.0% | $1.44万 | 加仓 |
| HD | HOME DEPOT INC | $149.27万 | 0.68% | 4,232 | -10 | -0.2% | -$3,527 | 减仓 |
| META | META PLATFORMS INC | $151.54万 | 0.69% | 2,690 | 86 | 3.3% | $4.84万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $162.14万 | 0.74% | 46,010 | -809 | -1.7% | -$2.85万 | 减仓 |
| ETN | EATON CORP PLC | $169.21万 | 0.77% | 3,971 | 25 | 0.6% | $1.07万 | 加仓 |
| AVGO | BROADCOM INC | $169.32万 | 0.78% | 4,482 | -109 | -2.4% | -$4.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $170.16万 | 0.78% | 3,313 | -386 | -10.4% | -$19.82万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $178.80万 | 0.82% | 55,929 | 2 | 0.0% | $64 | 加仓 |
| IVW | ISHARES TR | $183.52万 | 0.84% | 13,344 | 1,390 | 11.6% | $19.12万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $189.76万 | 0.87% | 49,991 | 4,966 | 11.0% | $18.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $200.60万 | 0.92% | 22,855 | -1,927 | -7.8% | -$16.91万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $202.65万 | 0.93% | 83,949 | -67 | -0.1% | -$1,617 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $204.45万 | 0.94% | 2,679 | 15 | 0.6% | $1.14万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $215.99万 | 0.99% | 31,759 | 3,148 | 11.0% | $21.41万 | 加仓 |
| TJX | TJX COS INC NEW | $219.18万 | 1.00% | 14,467 | -253 | -1.7% | -$3.83万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $221.24万 | 1.01% | 94,384 | 22,929 | 32.1% | $53.75万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $225.88万 | 1.03% | 4,514 | -349 | -7.2% | -$17.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $262.20万 | 1.20% | 7,029 | 242 | 3.6% | $9.03万 | 加仓 |
| STPZ | PIMCO ETF TR | $270.24万 | 1.24% | 50,663 | 7,128 | 16.4% | $38.02万 | 加仓 |
| GOOG | ALPHABET INC | $288.07万 | 1.32% | 8,153 | -2 | -0.0% | -$707 | 减仓 |
| ABBV | ABBVIE INC | $336.01万 | 1.54% | 13,353 | -1,199 | -8.2% | -$30.17万 | 减仓 |
| IQLT | ISHARES TR | $353.81万 | 1.62% | 71,405 | 2,482 | 3.6% | $12.30万 | 加仓 |
| CAT | CATERPILLAR INC | $363.38万 | 1.66% | 3,412 | -12 | -0.4% | -$1.28万 | 减仓 |
| IVV | ISHARES TR | $373.39万 | 1.71% | 4,986 | 1,702 | 51.8% | $127.46万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $377.45万 | 1.73% | 40,907 | -1,719 | -4.0% | -$15.86万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $386.83万 | 1.77% | 11,818 | -208 | -1.7% | -$6.81万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $390.30万 | 1.79% | 10,547 | -339 | -3.1% | -$12.54万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $396.50万 | 1.82% | 107,628 | -202 | -0.2% | -$7,442 | 减仓 |
| BX | BLACKSTONE INC | $399.04万 | 1.83% | 33,912 | -2,455 | -6.8% | -$28.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $411.44万 | 1.88% | 20,563 | 144 | 0.7% | $2.88万 | 加仓 |
| DGRO | ISHARES TR | $428.32万 | 1.96% | 56,514 | 2,116 | 3.9% | $16.04万 | 加仓 |
| GOOGL | ALPHABET INC | $476.77万 | 2.18% | 13,341 | -438 | -3.2% | -$15.65万 | 减仓 |
| LQD | ISHARES TR | $480.66万 | 2.20% | 44,069 | 3,072 | 7.5% | $33.51万 | 加仓 |
| AMZN | AMAZON COM INC | $527.11万 | 2.41% | 22,116 | -566 | -2.5% | -$13.49万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $562.88万 | 2.58% | 76,676 | 11,118 | 17.0% | $81.62万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $590.45万 | 2.70% | 47,327 | -2,414 | -4.9% | -$30.12万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $841.16万 | 3.85% | 39,534 | 186 | 0.5% | $3.96万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,108.26万 | 5.07% | 86,529 | 3,890 | 4.7% | $49.82万 | 加仓 |
| AAPL | APPLE INC | $1,134.77万 | 5.20% | 39,217 | 1,257 | 3.3% | $36.37万 | 加仓 |